Patience is a Virtue: Aegon Asset Management US 2019 Credit Outlook – Transamerica – 3.12.19

Summary:

Now On Demand.

Risk on or risk off? In a year with expected recurring periods of significant volatility, patience should be rewarded as fickle situations or market overreactions occur.

You’re invited to join Brian Westhoff, Ben Miller and Jason Felderman – fixed income portfolio managers from Aegon Asset Management US – for a panel discussion around the opportunities, risks and uncertainties within the credit marketplace today.

The team will discuss a range of topics, including macroeconomic uncertainties, the growth of BBB corporate debt, the potential effects of fallen angels, weakening loan covenant protections along with other sources of opportunity and risk.

Speakers:

Brian Westhoff, CFA, is the head of multi-sector portfolio management and is a portfolio manager for core plus, core aggregate, short duration, stable income, government/corporate fixed income strategies and emerging market strategies portfolios. Brian is a member of the Senior Management Group. Prior to his current role, Brian worked as an equity research intern with Credit Suisse Asset Management in London, a fixed income investment analyst at St. Paul Companies, and an Argentine oil-and-gas equity research intern with Merrill Lynch in Argentina. He has 22 years of industry experience and has been with the firm and its affiliates since 2003. Brian received his BS in business administration from Drake University and his MBA from the Thunderbird School of Global Management. He is a CFA® charterholder.

Ben Miller, CFA, is co-head of high yield and a portfolio manager responsible for US and global high yield trading and portfolio management. Prior to his current role, Ben held various investment responsibilities ranging from private placement analyst to public fixed income research analyst. He has 26 years of industry experience and has been with the firm and its affiliates since 1993. Ben received his BA from the University of Northern Iowa and his MBA from the University of Iowa. He is a CFA® charterholder.

Jason Felderman, CFA, is a senior bank loan portfolio manager responsible for researching, analyzing, and trading leveraged bank loans. Prior to his current role, Jason was employed at American Century Investments and Deloitte & Touche. He has 19 years of industry experience and has been with the firm and its affiliates since 2003. Jason received his BBA in accounting from the University of Northern Iowa and his MBA from the University of Kansas. He is a CFA® charterholder.