Portfolio Construction Survival Guide for Fixed Income – Janus Henderson Investors – 2.16.22

Summary:

Now On Demand.

The trend of lower yields and longer duration within core fixed income is nothing new. But with inflation as high as it is and the potential for rate hikes in the near future, investors’ worries are growing exponentially. Where can asset allocators go for portfolio ballast as COVID uncertainty remains a cloud over the market recovery? Come hear from experts at Janus Henderson across several fixed income sectors to assess where near- and long-term opportunities may lie.

Speakers:

John Lloyd is Co-Head of Global Credit Research and a Portfolio Manager at Janus Henderson Investors responsible for managing the Multi-Sector Credit strategy. He has held these positions since 2009 and 2014, respectively. Mr. Lloyd joined Janus as a research analyst in 2005. Prior to that, he worked as a private equity associate at H.I.G. Capital in Miami and at Willis Stein & Partners in Chicago. Earlier in his career, Mr. Lloyd was an investment banking analyst for Deutsche Banc Alex. Brown.

Mr. Lloyd received his bachelor of arts degree in economics from the University of Michigan and his MBA from Dartmouth College, Tuck School of Business. Mr. Lloyd has 23 years of financial industry experience.

John Kerschner is Head of U.S. Securitized Products at Janus Henderson Investors and a Portfolio Manager on the Multi-Sector Credit strategy and the Mortgage-Backed Securities and AAA CLO ETFs. Mr. Kerschner primarily focuses on mortgage-backed securities and other structured products. Prior to joining Janus in 2010, Mr. Kerschner was director of portfolio management at BBW Capital Advisors. Before that, he worked for Woodbourne Investment Management, where he was global head of credit investing. Mr. Kerschner began his career at Smith Breeden Associates as an assistant portfolio manager and was promoted several times over 12 years, becoming a principal, senior portfolio manager and director of the ABS-CDO group.

Mr. Kerschner received his bachelor of arts degree in biology from Yale University, graduating cum laude. He earned his MBA from Duke University, Fuqua School of Business, where he was designated a Fuqua Scholar. Mr. Kerschner holds the Chartered Financial Analyst designation and has 31 years of financial industry experience.

Seth Meyer is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the High Yield, Global High Yield, Multi-Sector Credit, Short Duration and Short Duration High Yield strategies. Mr. Meyer was promoted to assistant portfolio manager supporting primarily the High Yield and Short Duration High Yield strategies in 2012. He joined Janus in 2004 as a product manager covering a variety of equity and fixed income strategies before becoming a credit analyst. Prior to Janus, he was a consultant relations manager at OppenheimerFunds.

Mr. Meyer received his bachelor of science degree in business administration with a concentration in finance from the University of Colorado. He holds the Chartered Financial Analyst designation and has 23 years of financial industry experience.

Lara Reinhard is a Senior Portfolio Strategist at Janus Henderson Investors, a position she has held since 2021. She is a member of the Portfolio Construction and Strategy Team focused on delivering actionable investment strategy and thought leadership to help clients with all aspects of the investment management process. Previous to her current role, Ms. Reinhard was a portfolio strategist at the firm from 2019 and a senior internal sales consultant for all Janus Henderson-related products and the Knowledge Labs^® curriculum from 2016. Prior to joining Janus, she was an investment banking associate at Wells Fargo Securities and Piper Jaffray in Denver.

Ms. Reinhard received her bachelor of arts degree in mathematics from Boston College, graduating magna cum laude. She holds the Chartered Financial Analyst designation and has 8 years of financial industry experience.