Professional municipal bond management: The market has changed. Has your approach? – Eaton Vance – 5.30.19

Summary:

Now On Demand.

The municipal market has changed substantially since the financial crisis. A sharp decline in bonds issued with insurance, a changing regulatory landscape and heightened credit risk have made it increasingly difficult for individual investors to research and purchase municipal bonds on their own. As a result of this shifting environment, the traditional “do-it-yourself” investors have increasingly turned to experienced municipal managers who provide institutional access, professional execution and active credit oversight.

Join us for a discussion on:

• A review of what has changed in the municipal market
• Why independent credit oversight is more important than ever
• An overview of Eaton Vance’s municipal bond capabilities

Speakers:

Michael Sullivan is a vice president of Eaton Vance Distributors and institutional portfolio manager for Eaton Vance’s broad suite of municipal bond o erings. He is responsible for client and internal communications and insights on investment strategy and portfolio positioning. He joined Eaton Vance in 2014.

Mike began his career in the investment management industry in 2001. Before joining Eaton Vance, he was a liated with GW&K Investment Management. Prior to that, he was a liated with Merrill Lynch and Goldman Sachs & Co.

Mike earned a B.A. from Amherst College. He is a CFA charterholder.

David Michaud is a vice president of Eaton Vance Distributors and national sales director in the rm’s Advisory Services Group, responsible for the rm’s sales, services and offerings for the registered investment advisor, bank trust and private wealth communities. He began his career in the investment management industry with Eaton Vance in 1994. Previously, Dave was director of Eaton Vance’s Sub-Advisory and De ned Contribution – Investment Only (DCIO) Services.

Dave earned a B.S. from Syracuse University’s Whitman School of Management and an MBA from Babson College’s F.W. Olin Graduate School of Business. He earned the Certi ed Financial Planner (CFP®) designation. He holds his Series 6, 7, 24 and 63 FINRA licenses and is a CFA charterholder.