Inflation – Should You be Viewing Your Investments Differently? – MassMutual Investments – 12.6.22

Summary:

Now On Demand

Bonds have gone down, stocks have gone down, and inflation has gone up! Will this continue, or are we through the worst of it? Join Andrea Anastasio as she leads a discussion with Daken Vanderburg and Wale Adedokun as we explore what it means to move from what has been reliably low inflation over the past 20+ years to today’s environment. We will then dive into how you might want to evaluate your investment options in a rising inflationary market.

You can expect to learn:

• The components of inflation and its impact
• A historical perspective of inflations impact on investments
• How to consider your investments selection in a rising inflationary environment

Speakers:

Andrea Anastasio is Head of Investment Management Solutions at MassMutual. In this newly created role, Andrea leads the development of our investment strategies, with a focus on developing innovative solutions to meet our clients’ most pressing investment challenges.

Andrea is a proven leader with more than two decades of experience and demonstrated achievements using her investment acumen and deep expertise to drive a culture of innovation and ideation. She joins MassMutual from State Street Global Advisors where she held a number of roles, most recently serving as head of investment strategy and research for North America. Previously, Andrea spent more than 15 years with Wellington Management Company across a variety roles, most recently as an investment director in equities.

She holds an M.B.A. from the University of Chicago Booth School of Business, and a B.A. in Economics from College of the Holy Cross. She is a member of the Boston Security Analysts Society and the CFA Institute.

Daken is Head of Investments for MassMutual’s Wealth Management organization and Chief Investment Officer for the MassMutual Trust Company, a wholly-owned subsidiary of the Massachusetts Mutual Life Insurance Company.

Daken joined MassMutual in 2019 and brings over 20 years of experience to us, having held several key positions throughout the industry, including: Chief Investment Officer and founder of Granite Peak Asset Management; Senior Investment Associate for Bridgewater Associates in portfolio construction and strategic projects; Head of Research and Portfolio Manager at Chartwell Investment Partners (a $5B investment manager); and Partner at Gamma Capital Partners, a quantitative hedge fund where he served eventually as Chief Executive Officer, overseeing all aspects of the investment strategy.

Daken attended both the University of Pennsylvania and Columbia University for mathematics and statistics coursework, and received his Master of Business Administration from the Massachusetts Institute of Technology (MIT). He received his Bachelor of Business Administration degree in Finance from the University of New Mexico and also holds the Chartered Financial Analyst® (CFA) designation.

Mr. Adedokun has been the Head of Manager Research at MML Advisers since March 2022. He is also Head of Manager Research for the MassMutual US Product – Investment Management team. He has over 11 years of experience in the investment industry. As Head of Manager Research, Mr. Adedokun oversees the investment team that is responsible for investment due diligence and oversight of various strategies across the array of MassMutual Funds. Prior to joining MassMutual, Mr. Adedokun held positions at Franklin Templeton, Aon, and Wellington Management, in manager research, investment consulting, and product management roles. Mr. Adedokun holds an MBA from the S.C. Johnson College of Business at Cornell University. He also holds a BA with a concentration in Urban Studies and Economics from Brown University.