Navigating the Post-Election Landscape – SS&C ALPS Advisors – 10.28.20

Summary:

With the election fast approaching, shoring up portfolios to withstand all possible contingencies is front of mind for all of us.

A contested election, a blue wave and a divided government are some of the more frequently discussed high-impact eventualities. Add in massive fiscal stimulus efforts, an interventionist Fed, early signs of inflation, a weaker US dollar, and the outlook becomes cloudier with massive potential implications for you and your clients.

Join us as we discuss the short- and long-term consequences of these scenarios and how we are approaching risk management in global and domestic equities and fixed income.

Speakers:

Chuck has been active in the securities and investment business for over 53 years. Prior to founding Clough Capital, Chuck served as the Chief Global Investment Strategist from 1987 through 1999 at Merrill Lynch & Co., Inc. He earned a place as the top ranked strategist on Wall Street on three separate occasions and has been consistently recognized as a top strategist in areas such as U.S. equities, global investments, and fixed income.

Prior to his tenure at Merrill Lynch, Chuck was Director of Investment Policy and Chief Strategist at Cowen & Co. Previously, he served as the Director of Research and a Portfolio Manager at the Boston Company, a Portfolio Manager at Colonial Management Associates and a Vice President and Senior Research Analyst for both Donaldson, Lufkin & Jenrette and Alliance Capital Management Company. Chuck serves on the boards of a number of hospitals, as well as educational and charitable institutions, including his alma mater, Boston College. Chuck graduated magna cum laude with a major in History and a minor in Economics from Boston College and earned an MBA at the University of Chicago.

Mr. Smith founded the firm in a desire to bring outstanding people together to build a business that focuses on people and investing. He founded the firm on the belief that we are investors first and foremost and seek to be the best. Underlying the pursuit is hard work, dedication, and persistence. The firm centers around three key drivers – investing, people, and culture. Everything we do, say, and pursue will have to pass the test of these key drivers.

Gibson has 27 years of investment experience. He previously served as Chief Investment Officer, Fixed Income, of Janus Capital Management LLC, a position he had held from January 2006 through March 2016. In that position, Gibson was also a member of the Janus Executive Committee and Portfolio Manager of Janus Fixed Income strategies. Gibson earned a B.A. in Economics from the University of Colorado.

Laton Spahr, CFA, currently serves as President of SS&C ALPS Advisors. Previously, Mr. Spahr served as Portfolio Manager of the Oppenheimer Dividend Opportunity Fund, Oppenheimer Small- & Mid-Cap Value Fund and Oppenheimer Value Fund at OppenheimerFunds. Prior to joining OppenheimerFunds, Mr. Spahr was a senior portfolio manager at Columbia Management Investment Advisors, where he managed value and income strategies across institutional and retail investment channels. During his 12-year tenure at Columbia, he also conducted equity risk management, analyzed and traded derivatives, and structured products and was a technology analyst. Previously, Mr. Spahr was an equity analyst at Holland Capital Management, a research intern at Friess Associates and a commercial loan officer at Jackson State Bank. Laton earned a M.S, Applied Securities Analysis Program from the University of Wisconsin and a B.S. in Finance from the University of Wyoming.

Rob joined ALPS Advisors in January 2020 and serves as the Director of Research. Rob is responsible for investment manager research and oversight as well as sales and distribution support and new product development. Prior to joining ALPS, Rob served for five years as Client Portfolio Manager at Oppenheimer Funds, where he worked closely the firm’s distribution organization to represent Oppenheimer’s domestic value equity team with external clients. Prior to joining Oppenheimer Funds, Rob spent 17 years as a Director in the HOLT division at Credit Suisse in New York, where he led a team focused on providing HOLT’s proprietary corporate performance and valuation platform to hedge funds, mutual funds and pension funds. Mr. McClure earned an economics degree from the University of Illinois and an MBA in finance from Loyola University Chicago.