A conservative approach to investing in floating rate loans – New York Life Investments – 11.13.18

Summary:

Now On Demand.

Get an in-depth perspective on the floating rate market and what investors should consider going forward. Please join Arthur S. Torrey, Managing Director and Portfolio Manager from Fixed Income Investors, and Peter P. Ra, Senior Director from Fixed Income Investors for their discussion on:

  • The evolution of the floating rate loan market
  • The current state of the floating rate loan market
  • How floating rate loans may fit in a portfolio in today’s rate and credit environment
  • The case for a conservative approach to managing a floating rate loan portfolio


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Speakers:
Arthur S. Torrey
Managing Director, Portfolio Manager
Fixed Income Investors

Mr. Torrey is a Portfolio Manager in the High-Yield Credit Group. Mr. Torrey joined New York Life Investments in 2006 and is responsible for the management of non investment-grade assets including floating rate loans and high-yield bonds. He is also a portfolio manager on all floating rate loan mandates including retail mutual funds, institutional accounts and CLOs. Prior to joining New York Life Investments, Mr. Torrey was a portfolio manager and investment analyst for Carlyle High-Yield Partners. He was also a corporate relationship manager for Fleet Securities, as well as corporate banker with Credit Agricole/Indosuez and ABN-AMRO Bank. Mr. Torrey received a B.S.B.A. from the University of Denver. He has 24 years of investment experience.
Peter P. Ra, CFA
Senior Director
Fixed Income Investors

Mr. Ra is an Investment Analyst in the High-Yield Credit Group. Mr. Ra joined New York Life Investments in 2008 and is responsible for sector-specific investment analysis and fundamental credit research for non investment-grade assets including floating rate loans and high-yield bonds. Prior to joining New York Life Investments, Mr. Ra was a senior associate in leveraged finance for Hypo-Vereinsbank. He was also an investment analyst for General Electric Capital Corp and Bank of America Securities. Mr. Ra received a B.A. from the University of Southern California and an M.B.A. from the Yale School of Management. He has 17 years of investment experience.
Adam B. Schrier
Director
New York Life Investments

Adam Schrier is a Director of Product Management at New York Life Investments, covering fixed income strategies with a focus on non-investment grade debt. Previously, he worked as a Product Manager for high yield and emerging market debt at Invesco in New York. Adam began his career in investment management at Morgan Stanley Investment Management where he was a Senior Associate on the Portfolio Manager Support team. Adam earned an MBA from the Stern School of Business at NYU and a BA in Economics from Rutgers University. He is a CFA charterholder and certified FRM.

Overview:
Title: A conservative approach to investing in floating rate loans
Date: Tuesday, November 13, 2018
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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New York Life Investment Management LLC engages the services of Fixed Income Investors, an affiliated federally registered advisor, to subadvise the Fund. New York Life Investments is a service mark and name under which New York Life Investment Management LLC does business. New York Life Investments, an indirect subsidiary of New York Life Insurance Company, New York, NY 10010, provides investment advisory products and services. The MainStay Funds® are managed by New York Life Investment Management LLC and distributed by NYLIFE Distributors LLC, 30 Hudson Street, Jersey City, NJ 07302, a wholly owned subsidiary of New York Life Insurance Company. NYLIFE Distributors LLC is a Member FINRA/SIPC. FOR REGISTERED REPRESENTATIVE USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC. 1794997