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Phone: (515) 543-8400
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DISCLOSURES: The information provided herein is furnished by Miles Capital, Inc. solely for informational purposes and is confidential. It may not be reproduced or distributed to anyone else without prior consent. This document contains the current views of Miles Capital and is not intended to be, and should not be interpreted as, a recommendation of a particular security, product, or investment strategy. Such opinions and predictions are subject to change without notice. The strategies described in the presentation may not be suitable for all investors. There is no assurance that any of the objectives described will be achieved. This information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. You should consult your tax or legal advisor before making an investment, and investors are advised to thoroughly and carefully review financial, legal, and tax consequences of all investments to determine suitability. Investments in alternative assets may be illiquid and present significant risks. Past performance is not a guarantee of future results. There can be no guarantee that any investment strategy discussed in this Presentation will achieve its investment objectives. As with all strategies, there is a risk of loss of all or a portion of the amount invested. Diversification does not ensure a profit or protect against market loss.

Miles Capital Names Amy Mitchell and Steve Stotts Managing Directors


Miles Capital is pleased to announce two appointments to managing directors within its executive team. Effective immediately, Steve Stotts will become Managing Director and Chief Investment Officer, and Amy Mitchell will become Managing Director and Head of Government Entities. Working together with the firm’s six member Executive Committee, Amy and Steve will co-lead Miles Capital’s growing institutional, public funds and high net worth businesses.


“Miles Capital is thrilled to recognize Amy and Steve for their outstanding contributions over many years and is very excited about the growth opportunities that lay ahead for the firm,” said Dave Miles, principal owner of Miles Capital. “I also want to recognize the other members of our Executive Committee – Gwen Gosselink, Doug Earney, Courtney Clarke and Scott Brueck for their ongoing leadership. Thanks to these able women and men, Miles Capital has never been better positioned for the future.”


Steve Stotts has 30 years of experience within fixed income, equities and alternative investments and along with Amy Mitchell, he leads the Executive Committee. Prior to joining Miles Capital, Steve served as Vice President, Head of External Managers for Aviva Investors North America. At Aviva he managed in excess of $2 billion in investment portfolios for both U.S. and international clients, overseeing fund selection, compliance, and vehicle development. Steve earned his B.S. in Economics from South Dakota State University and his M.B.A. from Indiana University. He has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Iowa.


Amy Mitchell has 30 years of experience working with the cash investing services of government entities and along with Steve Stotts, she leads the Executive Committee. She serves as relationship manager for Miles Capital’s government entity clients and is responsible for the leadership of the local government investment pool services including the delivery of investment management, administration and compliance services. Amy has been with the firm since 1990, and during this time has been involved in every aspect of the offering to government entities. Amy earned her B.A. in Business Administration from Graceland University and has earned her FINRA Series 7 and 63 licenses. Amy is very involved with multiple community organizations.


Disclosures
 

The views expressed herein are the current views of Miles Capital as the stated date and are provided for informational purposes only. They are believed to be correct, but accuracy and completeness cannot be guaranteed and should not be relied upon for legal or investment decision purposes. All expressions of opinion and predictions presented are subject to change without notice. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is not a guarantee of future results. Diversification does not ensure a profit or protect against market loss. As with all strategies, there is a risk of loss or all or a portion of the amount invested.