Perfect Environment For Targeted Income – Columbia Threadneedle Investments – 3.21.19

Summary:

Now On Demand.

Quality factoring in fixed income can improve a strategy’s potential to deliver income, provide capital appreciation and help defend against risk. Different from simply cap-weighting, applying certain factors in a rules-based approach can improve outcomes. Given recent market volatility and rate uncertainty, investors are encouraged by these alternative indexing strategies. Join our experts as they provide an in-depth discuss that will cover:

• Uncovering income opportunities
• Multi-sector / multi-factor solutions
• Positioning portfolios to exploit pockets of yield, quality and liquidity

Speakers:

Edward Kerschner is Chief Portfolio Strategist at Columbia Threadneedle Investments. He joined one of the Columbia Threadneedle Investments legacy firms in 2013 as Vice Chairman and in 2015 was named Chief Investment Officer. Mr. Kerschner is responsible for developing investment ideas, investment themes, and asset allocation recommendations for various investment areas within the firm; as well as representing Columbia Threadneedle Investments in the marketplace by attending conferences, holding speaking engagements and promoting investment strategies.

Mr. Kerschner has been a member of the investment industry since 1974 and has held a number of senior strategy roles, including: Chief Investment Strategist and Chairman of the Investment Policy Committee at PaineWebber, Chief Global Strategist for UBS Investment Research, Chief Investment Officer for Citi Investment Research, Chief Investment Strategist for Citi Global Wealth Management, Senior Strategy Consultant to Morgan Stanley Smith Barney and a member of the Morgan Stanley Smith Barney Global Investment Committee.

Since 2001, Mr. Kerschner has been an Adjunct Professor of Finance at the New York University Graduate School of Business Administration. He received a B.S. from the New York University School of Engineering and Science and an M.B.A. from the New York University Graduate School of Business Administration. In addition, he holds the Chartered Financial Analyst® designation.

Katherine Nuss is vice president and client portfolio manager for fixed-income products at Columbia Threadneedle Investments. Ms. Nuss joined one of the Columbia Threadneedle Investments firms in 2011. Previously, Ms. Nuss was an investment analyst at Lowry Hill, a boutique firm dedicated to providing comprehensive wealth management and financial planning services to high-net-worth individuals and families. Prior to that, Ms. Nuss was a portfolio finance and treasury analyst at Deephaven Capital Management. She has been in the investment industry since 2005.

Ms. Nuss received a B.A. in economics and history from St. Olaf College. In addition, she holds the Chartered Financial Analyst® designation.

Jay McAndrew is a Vice President, National Sales Manager at Columbia Threadneedle Investments. In this role, he oversees the strategic beta sales team.

Prior to joining one of Columbia Threadneedle legacy firms in 2010, Mr. McAndrew was a regional manager at AllianceBernstein. Mr. McAndrew started his career in the financial services industry in 1992 at UBS, where he served in various client-facing roles.

Mr. McAndrew received his B.S. in finance from The Pennsylvania State University.