Bridge the gap: Muni bonds and infrastructure-DWS-8.16.18

Summary:

Where can investors find the potential for stable cash flows, attractive tax-equivalent yields and portfolio diversification? Municipal revenue bonds.

Please join us for a very timely discussion covering the unique opportunities these bonds provide in today’s low-yield market – including their ability to limit exposure to the fiscal and policy challenges facing many municipal issuers. We’ll cover:

  • Benefits and risks of municipal revenue bonds
  • Infrastructure investing opportunities
  • Portfolio construction & asset allocation considerations

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Blair Ridley
Director, Portfolio Manager for Municipal Bonds
DWS

  • Joined the Company in 1999 with 5 years of industry experience. Prior to his current role, he served in the Global Markets Division. Previously, he served in Equities and Fixed Income Controlling at Salomon Brothers. Blair began his career at T. Rowe Price Associates
  • BA in Economics from the University of California, San Diego; MS in Investment Management from Boston University
  • Brandon Matsui, CFA, FRM
    Portfolio Manager for Fixed Income, Passive Asset Management
    DWS
  • Joined DWS in 2016 with 12 years of industry experience.
  • Prior to joining, Brandon was a relationship manager in the Portfolio Analytics Group at BlackRock Solutions. Previously, he managed overlay accounts at BNY Mellon Beta Management, and was a senior portfolio manager for fixed income ETFs and mutual funds at Charles Schwab Investment Management
  • BA in History from University of California, Irvine; MBA in Finance from University of Hawaii; CFA Charterholder; Financial Risk Manager (FRM)
  • Todd Rosenbluth
    Senior Director of ETF and Mutual Fund Research
    CFRA
  • Todd Rosenbluth is Senior Director of ETF and Mutual Fund Research at CFRA where he leads the firm’s holdings-based research efforts within the Equity Research and Fund group. Todd publishes regular thought leadership content on equity and fixed income products, maintains the quantitative fund models and supports client needs. He also serves as a member of Portfolio Strategy Committee and the Investment Policy Committee. Todd also held the position of Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence.
  • Prior to joining CFRA, Todd previously served in other financial positions at S&P Global, such as International Mutual Fund Sector Specialist, Large Cap Value and Large Cap Growth Analyst and has served on the Fund Services Asset Allocation Committee. Prior to joining S&P Global in 2001, Todd was managing editor of Value Line Mutual Fund Survey and Senior Large Cap and Small Cap Value Mutual Fund Analyst. He was also a Financial Advisor with Morgan Stanley.
  • Todd holds a B.G.S in Finance from the University of Michigan and an MBA in Finance from New York University.
  • Nicholas Baseel, CIMA
    RIA Wealth Consultant
    DWS
  • Joined the Company in 2011 with 5 years of industry experience.
  • Prior to joining DWS, he was a senior account executive at Great West Retirement Services(EMPOWER)
  • BA in Finance from Bryant University; MBA/MSF in Finance from Suffolk University; Certified Investment Management Analyst (CIMA)
  • Overview:

    Title: Bridge the gap: Muni bonds and infrastructure
    Date: Thursday, August 16, 2018
    Time: 2:00 PM Eastern Daylight Time
    Duration: 1 hour

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    Risk information: Investing involves risk, including the possible loss of principal.

    Investment products: No bank guarantee I Not FDIC insured I May lose value

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