Rethinking Risk in Fixed Income Investing – Columbia Threadneedle Investments – 6.27.17

Summary:

Now On Demand.

Advisors are seeking reliable and consistent income solutions. Shifts in interest rates, credit risk, and currency fluctuations have created an uncertain global fixed income landscape. Successful navigation requires a flexible, unconstrained approach driven by deep research and experience. Join this session as experts discuss:

• The State of Global Fixed Income Markets
• 4 Primary Risk Factors Driving Returns
• Optimizing Portfolio Income In All Markets

Speakers:

Gene Tannuzzo is a senior portfolio manager for strategic income and multi- sector fixed income at Columbia Threadneedle Investments.* He joined one of the Columbia Threadneedle Investments legacy firms in 2003 as a financial analyst and moved into his current position in 2007. In this role, he is responsible for the day-to-day management of the strategic income and income builder strategies, certain institutional accounts, as well as contributing to fixed- income strategy meetings. Prior to his current role, Mr. Tannuzzo was a member of the municipal bond team.

AMr. Tannuzzo received a B.S.B. and MBA from the University of Minnesota, Carlson School of Management. He earned the Chartered Financial Analyst® designation in 2006.

Kris Moreton is a client portfolio manager on the fixed income investment team at Columbia Threadneedle Investments.* Working closely with portfolio managers and analysts, Ms. Moreton represents the firm’s taxable bond strategies to clients and prospective clients globally. Ms. Moreton joined the firm in 2008 and has been a member of the investment community since 1987.

Previously, Ms. Moreton was with Merrill Lynch in their Global Markets and Investment Banking Group on their residential mortgage origination desk. Prior to Merrill Lynch, she was a vice president and relationship manager in the leveraged finance unit of Shawmut Bank. Ms. Moreton started her career as a credit analyst for Midland Bank, PLC.

She received a B.S. from the University of Richmond with a concentration in finance, holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Minnesota.