Crisis May Lead to Opportunity: An Investment in Municipal Bonds – Invesco – 3.30.20

Summary:

Now On Demand.

Topics to be discussed:

• Overview of how municipal bonds performed amid the Corona chaos and how mutual fund performance has deviated from SMAs
• Post Corona chaos opportunities in municipal market
• Why Invesco as your municipal SMA partner

Speakers:

Mark Paris is Chief Investment Officer and Head of Municipal Strategies for Invesco Fixed Income. In this capacity, he is responsible for the oversight and implementation of all municipal bond strategies.

Mr. Paris entered the financial industry in 1990 and joined Invesco in 2010 when the firm combined with Van Kampen Investments. Prior to joining the firm, Mr. Paris was a trader and then a portfolio manager on the municipal fixed income team at Morgan Stanley/Van Kampen, which he joined in 2002. He also was previously a trader and portfolio manager at Oppenheimer Funds, head underwriter at Chase Manhattan Bank, and a trader and underwriter at NatWest Bank.

Mr. Paris earned a BBA in finance from Baruch College of the City University of New York.

Eddie Bernhardt is Head of Managed Accounts for Invesco Fixed Income, responsible for overseeing the SMA platform. He also serves as a Senior Portfolio Manager for Invesco Managed Accounts Tax-Free, Tax-Aware, Investment-Grade Government Credit, Taxable, and Impact Investment strategies.

Mr. Bernhardt joined Invesco when the firm combined with OppenheimerFunds in 2019. He joined OFI Global Asset Management (OFI Global) subsidiary, OppenheimerFunds, in 2017 from SNW Asset Management, when it was acquired by OFI Global. At SNW Asset Management, he served as president and chief executive officer. Before that, Mr. Bernhardt traded taxable and municipal bonds at Wells Fargo Securities, and also constructed high-net-worth fixed income portfolios for the firm’s Private Client Services group. Additionally, he was a portfolio manager with a regional banker’s bank for credit unions.

Mr. Bernhardt earned a BA degree from the University of California at Santa Cruz. He is a Chartered Financial Analyst^® (CFA) charterholder and member of the CFA Society of Portland.

John Hoffman is the National Sales Director for the Registered Investment Advisor (RIA) channel at Invesco in the United States.

Mr. Hoffman joined Invesco in 2006. Most recently, he was head of ETF Distribution for all retail channels in the United States. Prior to that, Mr. Hoffman was the global head of ETF Capital Markets & Institutional Sales. In this capacity, he built and managed capital markets functions spanning execution and liquidity services, research and content, and sell-side relationship management. Prior to joining Invesco, Mr. Hoffman spent three years with Archstone Consulting as a senior analyst in the CFO Advisory Solutions Group, where he led global implementation of financial reporting and consolidation tools at several Fortune 100 companies.

Mr. Hoffman earned a BS degree in finance from Miami University in Oxford, Ohio. He also holds the Series 7, 24, 51, 63, 65 and 79 registrations.