Thu, Apr 28|
JOIN US! April 28, 2022 | CE CREDIT | Navigating the Fixed Income Market
JOIN US! "Navigating the fixed income market through rate hikes, inflation, geopolitical risk and a global pandemic". Please join a panel of experts as they share their outlook, and discuss practical ways to position fixed income portfolios through this challenging environment.
Time & Location
Apr 28, 6:00 PM – 8:30 PM EDT
Bulla, 2500 Ponce de Leon, Coral Gables, FL 33134, USA
About The Event
"Navigating the fixed income market through rate hikes, inflation, geopolitical risk and a global pandemic"
Please join a panel of experts as they share their outlook, and discuss practical ways to position fixed income portfolios through this challenging environment.
Portfolio Manager (Brown Advisory) and Ethan Seid, Alternative Specialist (First Eagle Investments) - the session will be moderated by 2018 FPA of Miami President John Lenahan (VP - Bernstein Private Wealth Management).
Their details are as follows,
Dominic is the CEO for Pacific Asset Management and part of the firm’s Executive Committee. He has served in a senior role with the firm for over a decade, primarily overseeing business development matters during this span. Prior to joining the firm in 2008, Dominic was a director of institutional business at Lombardia Capital Partners. Prior to Lombardia Capital, he was Vice President and Product Manager for LM Capital Group. Mr. Nolan has over 20 years of industry and investment experience. He holds a bachelor’s degree in business finance from CSU Fullerton and an MBA from the Anderson School of Management at UCLA. He is a CFA Charterholder and a member of the CFA Society of Los Angeles.
Head of Sustainable Fixed Income
Amy is a partner and portfolio manager and head of sustainable fixed income at Brown Advisory. She is a portfolio manager on Brown Advisory’s sustainable fixed income strategies which include our Sustainable Core, Tax-Exempt Sustainable and Sustainable Short Duration composites. In 2018, Amy received recognition as a Rising Star from Fund Action and Fund Directions for her work in building out Brown Advisory’s sustainable fixed income platform. She has held numerous speaking engagements, including the United Nations Sustainable Investing Summit in 2019. Amy joined the firm in 2012 and previously worked in fixed income client service at Morgan Stanley.
Ethan is an alternative specialist with First Eagle Investments. Prior to joining First Eagle in November 2021, Ethan was a sales consultant for CION/Ares Management, a multi-billion-dollar private credit firm specializing in interval funds and business development companies. He earned his BS in finance from the University of Maryland. He holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association.
Session will be moderated by,
John advises clients at Bernstein Private Wealth Management. John's investment management philosophy has been shaped by the realities of performing through challenging market and business cycles. A foundation built on Midwestern values combined with diverse wealth advisory experience informs my approach to working with investors today. Today, his clients recognize that thoughtfulness and innovation are the key to success and being rewarded, and they appreciate my dynamic, analytical approach. More than ever, he is passionate about advising clients on solutions to unique complex problems in order to achieve better financial outcomes.
FPA of Miami Member
FPA of Miami - Non-Member