Jason Kowalski

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Profile

Mr. Jason Kowalski was a Manager in Capital One’s Treasury Strategy group from August 2003 to July 2006.
Prior to Capital One, he was an investment banking Associate in the Consumer/Retail group at Banc of America Securities from August 2001 to April 2003.
From 1994 to 1998, he was a Consultant with Price Waterhouse’s Management Consulting Services group.
Mr. Kowalski earned an MBA from the UCLA Anderson School of Management and a BSE in Civil Engineering and Operations Research from Princeton University .

Former positions of Jason Kowalski

Companies	Position	End
Capital One Asset Management LLC Capital One Asset Management LLC Investment ManagersFinance Capital One Asset Management's (COAM) equity philosophy is based on a core belief that fundamentals ultimately drive stock prices. Within the domestic (US) market, COAM manages separately-managed account (SMA) portfolios of common stocks using a proprietary process that combines two major, complementary components: a fundamental equity evaluation and ranking component, and a risk-controlled portfolio construction component. In evaluating common stocks to determine their candidacy for inclusion in portfolios, COAM focuses on identifying stocks with a superior potential for earnings growth relative to its peers and the valuation level of stocks relative to earnings growth potential. The firm's proprietary equity strategies include: Institutional Large-Cap Core, Large-Cap Growth, Large-Cap Value, Large-Cap Leaders, Mid-Cap Core, Small-Cap Value, Defined Growth, and Diversity Leaders. COAM manages fixed income portfolios on both a passive (buy and hold or laddered maturity) and active basis according to the Bank’s client direction and portfolio size. The firm's investment process is designed to produce positive excess return to the selected benchmark over the longer term through modest duration adjustments, yield curve positioning, modest to significant variations in sector emphasis and security selection. COAM typically employs the use of sector and security emphasis in sectors such as corporate bonds, mortgage-backed securities, and municipal bonds in the pursuit of excess returns. In addition, allocations to securities/sectors not included in the benchmark may also be utilized, with limitations, where permissible,to enhance the portfolio’s return. Actively managed proprietary strategies employed by COAM may encompass all dollar-denominated investment grade securities, including but not limited to, US Treasury securities, US Agency securities, Agency Mortgage Backed Securities (MBS), corporate securities, Commercial Mortgage Backed securities (CMBS), and Municipal securities. COAM’s strategies target defined maturity and duration ranges and include cash and equivalents, ultra-liquid, ultra-short, intermediate, and long strategies as well as tax- exempt variants.	Corporate Officer/Principal	2006-07-30
Banc of America Securities LLC Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2003-04-29
Pricewaterhouse LLP Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Corporate Officer/Principal	1997-12-31

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Private companies	5
Pricewaterhouse LLP Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Commercial Services
Banc of America Securities LLC Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Capital One Asset Management LLC Capital One Asset Management LLC Investment ManagersFinance Capital One Asset Management's (COAM) equity philosophy is based on a core belief that fundamentals ultimately drive stock prices. Within the domestic (US) market, COAM manages separately-managed account (SMA) portfolios of common stocks using a proprietary process that combines two major, complementary components: a fundamental equity evaluation and ranking component, and a risk-controlled portfolio construction component. In evaluating common stocks to determine their candidacy for inclusion in portfolios, COAM focuses on identifying stocks with a superior potential for earnings growth relative to its peers and the valuation level of stocks relative to earnings growth potential. The firm's proprietary equity strategies include: Institutional Large-Cap Core, Large-Cap Growth, Large-Cap Value, Large-Cap Leaders, Mid-Cap Core, Small-Cap Value, Defined Growth, and Diversity Leaders. COAM manages fixed income portfolios on both a passive (buy and hold or laddered maturity) and active basis according to the Bank’s client direction and portfolio size. The firm's investment process is designed to produce positive excess return to the selected benchmark over the longer term through modest duration adjustments, yield curve positioning, modest to significant variations in sector emphasis and security selection. COAM typically employs the use of sector and security emphasis in sectors such as corporate bonds, mortgage-backed securities, and municipal bonds in the pursuit of excess returns. In addition, allocations to securities/sectors not included in the benchmark may also be utilized, with limitations, where permissible,to enhance the portfolio’s return. Actively managed proprietary strategies employed by COAM may encompass all dollar-denominated investment grade securities, including but not limited to, US Treasury securities, US Agency securities, Agency Mortgage Backed Securities (MBS), corporate securities, Commercial Mortgage Backed securities (CMBS), and Municipal securities. COAM’s strategies target defined maturity and duration ranges and include cash and equivalents, ultra-liquid, ultra-short, intermediate, and long strategies as well as tax- exempt variants.	Finance
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Princeton University Princeton University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services