Third Annual Capital Markets Outlook Part II: Fixed Income Panel

We hope you will join us for our Third Annual Capital Markets Outlook: Midyear Review and Second Half Forecast. This year we will be breaking up the presentation into an Equity Markets panel on Tuesday, July 14th, and a Fixed Income panel on Tuesday, July 21st. (Please note that each panel discussion will require a separate registration.)

We will have a panelist representing the following investment categories, Municipal Bonds, Multisector, Core Bond and Mortgage Back/Governments.

IMPORTANT NOTE: Our moderated panel is comprised of senior professionals from four different investment firms, each having a differing area of expertise. They will address such issues as what is the “New Normal,” COVID’s impact to rates and spreads, fiscal & monetary policy, market signals, rising volatility, domestic and international GDP projections, the election impact, and expectations of returns. Our moderator will then ask as many of your pre-submitted questions time allows on any investment topics. If time permits, our panel will field questions from the audience as well.

Please submit your investment questions (consolidating multiple questions into one email) to  Bill.Brancaccio@Rightirementwp.com.

After a strong 2019 market finish across the board COVID19 has rattled the global economy. We started off the year with trade war tensions, military tensions, wildfires and then a global pandemic. There has been civil unrest and massive economic damage. Our panelists will offer their insights to where do we go from here? Do we usher in a new decade of global growth? Do we see deflation or inflation? Does the Federal Reserve have this under control? Don't miss this event!

Learning Objectives:

At the end of this session, advisors will be better positioned to discuss what happened with the Fixed Income Market in the first half of the year and why with their clients. Advisors will also gain a better framework of what may come when speaking with their clients about the second half. Information gained may help shape medium term investment selection processes for advisor teams.

Level of Complexity: Intermediate

OUR PANELISTS:

Michael V. Rabuffo, CFA (panelist)

Vice President and Client Portfolio Manager with the GW&K Investment Management Municipal Bond team.

Mark D. Carlson, CFA (panelist)

Senior Investment Strategist for FlexShares Exchange Traded Funds, Northern Trust Asset Management

Anmol Sinha, MBA (panelist)

Senior Relationship Manager through Brandywine Global, a subadvisor for the AXA 1290 Diversified Bond Fund

Jonathan E Cordo, CAIA (Panelist)

Senior Relationship Manager

Brandywine Global, a subadvisor for the AXA 1290 Diversified Bond Fund

Bill Brancaccio, CFP® (moderator)

Co-Founder, Rightirement Wealth Partners

THANK YOU TO OUR PROGRAM SPONSORS!

Craig S. Reynolds, CFA®

Director/Regional Manager - NYC Metro

AMG Funds  

(312) 590-9415 - mobile

Craig.Reynolds@amg.com

John J. Faron

VP/Business Development Executive

FlexShares ETFs 

(646) 565-7474 - mobile

John_Faron@ntrs.com

Andy Maloney

Senior Vice President/External Advisor Consultant

PIMCO

(203) 253-1453 - mobile

Andrew.Maloney@pimco.com

Gordon Henderson, CRPC®

Regional Vice President

AXA FMG & 1290 Funds

(917) 757-4807 

gordon.henderson@equitable.com