Expanding horizons: how asset-based finance enhances alternative credit diversification – Manulife John Hancock Investments – 6.9.25

Summary:

Ready to explore the dynamic world of alternative credit?

Join us as we examine how these asset categories can help optimize portfolios. Listen in as we offer key insight into effective implementation and take a deep dive into how these asset categories can enhance risk-adjusted return potential.

Learn how opportunities within alternative credit go beyond just direct lending. Gain invaluable knowledge on specific strategies, including their diversification benefits and the opportunities in asset-based securities from two veteran investment managers: Manulife | CQS Investment Management and Marathon Asset Management.

Don’t miss this opportunity to gain a comprehensive understanding of alternative investments and how they can play a role in shaping the future of portfolio construction.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Ed is a partner and portfolio manager, responsible for portfolio construction, asset allocation, and overall fund strategy for Marathon’s long-only, high-yield, and private asset-based investment strategies. He manages asset-based lending and structured finance investments in Marathon’s investment vehicles, including separate accounts. He joined Marathon from Citigroup Corporate Investment Banking where he specialized in asset-backed debt financings in the firm’s Financial Institutions Group. Previously, he worked as a quantitative researcher at Morgan Stanley Capital International.

Education: B.S.E., Operations Research and Financial Engineering, Princeton University
Joined the company: 2006
Began career: 2003

Jeffrey is the Head of Intermediary Distribution for CQS in North America. Prior to focusing on this role full time, Jeffrey served as the CQS US Chief Executive Officer and Chief Compliance Officer responsible for managing CQS’ US business including intermediary distribution, compliance and oversight of all local functions. Prior to joining CQS in 2010, Jeffrey was with Ivy Asset Management, a global fund of hedge fund firm. He was with Ivy from 1992 through 2010 where he served in several capacities including Managing Director, Corporate Development, Managing Director, Client Development – Europe and Asia and Chief Financial Officer. Jeffrey was also a partner at Ivy prior to its sale to Bank of New York in 2000. Before Ivy, he was a manager with Arthur Andersen in their audit and business advisory group. Jeffrey is a Chartered Financial Analyst. He earned his CPA while at Arthur Andersen. Jeffrey graduated from the State University of New York at Albany where he majored in Accounting and graduated Summa Cum Laude along with other honors.

David Vincent is an Alternative Investment Specialist at Manulife Investment Management. In this role, David collaborates with financial advisors and wealth management firms across to country, helping them navigate alternative investments and their role in client portfolios.

Before joining Manulife, David was an Investment Specialist for Real Assets at Brookfield where he was responsible for educating advisors and their clients about real estate, infrastructure and private credit solutions. Prior to that he managed an investment specialist team tasked with working closely with the private clients, institutional, and sovereign wealth channels as the Director of Investments at Cadre. Previously he’s held several alternative investment roles at UBS Asset Management, Alger, Dahab Associates and Morgan Stanley.

Mr. Vincent holds a B.S.B.A. from the University of Pittsburgh. He is a CFA Charterholder and a CAIA designee.