Thu, Apr 28

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Bulla

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.

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JOIN US! April 28, 2022 | CE CREDIT | Navigating the Fixed Income Market

Time & Location

Apr 28, 6:00 PM – 8:30 PM EDT

Bulla, 2500 Ponce de Leon, Coral Gables, FL 33134, USA

About The Event

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. 

Our distinguished panalists are Dominic Nolan, CFA  (CEO - Pacific Asset Management),  Amy Hauter, CFA

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 Nolan, CFA  CEO

Pacific Asset Management

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.

Amy Hauter, CFA

Portfolio Manager

Head of Sustainable Fixed Income

Brown Advisory

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 Seid

Alternative Specialist

First Eagle Investments

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 Lenahan

Vice President

Bernstein Private Wealth Management

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.

Tickets

Price

Quantity

Total

  • FPA of Miami Member

    $15

    $15

    0

    $0

  • FPA of Miami - Non-Member

    $30

    $30

    0

    $0

Total

$0

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