Bonds May Not Protect Your Portfolio….Now What? – Simplify – 1.6.21

Summary:

Now On Demand.

Equity valuations are high and bond yields are at historic lows. Even well-known bond managers are telling their investors to expect zero to negative returns. Advisors face incredible challenges in managing client portfolios. What do advisors do when the tools they have used in the past are unlikely to work when they are needed most? The solutions are out there: deep out of the money options can help protect portfolios during extreme markets moves. Simplify provides robust, sophisticated options strategies in cost-effective, tax-efficient, transparent, and scalable ETFs.

Speakers:

Paul has spent the bulk of his career as a key innovator and architect in the ETF industry. Previously, as head of ETF strategy and portfolio manager at Principal Global Investors, Paul launched and built Principal’s $3+ billion ETF business from the ground up, leading ETF product development, capital markets, and distribution and marketing strategy. As Senior Vice President and ETF Product Manager at PIMCO, Paul helped launch and establish PIMCO’s $20+ billion ETF platform of fixed income ETFs, including MINT, BOND, ZROZ and HYS. Paul has prior experiences in the digital marketing, investment banking, and private equity industries. Paul is a frequent contributor to ETF industry panels as well as financial media including Bloomberg, Wall Street Journal, and Financial Times.

Paul has an MBA from the Wharton School of the University of Pennsylvania, a bachelor’s degree in Economics from Dartmouth College, and is a CFA Charterholder. Paul and his wife, Cathy, are the proud parents of three young daughters and are active volunteers in their children’s school communities.

Brian has been an influential partner to some of the ETFs industry’s key investors for over a decade. Previously, he was senior vice president of ETF Strategy at PIMCO and a member of PIMCO’s Global Wealth Management team, where he managed relationships across a wide range of key PIMCO clients. He was a founding member and co-chair of PIMCO Families, which is an important pillar of PIMCO’s IDC effort. Prior to joining PIMCO in 2011, he was a senior vice president at ETF Securities, where he helped establish their US business and launch several successful strategies. Mr. Kelleher was previously with Franklin Templeton and J.& W. Seligman & Co.

Brian holds an MBA from the Wharton School of the University of Pennsylvania and a bachelor’s degree from Georgetown University. Brian and his wife, Robin, are active in the Downtown NYC community and are the proud parents of three smart and energetic boys.