De-Risk Core Bond Allocations – WisdomTree Asset Management – 5.15.18

Summary:

Now On Demand.

Advisors are considering various rate hike scenarios, and the debate continues as to where the UST 10-year yield may be headed. Preserving yield and protecting portfolios from significant bond value declines is critical. Please join us for this live event where our speakers will cover:

• A historical perspective on bond markets, potential changes in monetary policy and inflationary pressures
• Utilizing interest rate-hedged strategies to help mitigate potential rate risk for core bond allocations
• Preserving yield with floating rate Treasury notes through WisdomTree Bloomberg Floating Rate Treasury Fund (USFR)

Speaker:

As part of WisdomTree’s Investment Strategy group, Kevin serves as Senior Fixed Income Strategist. In this role, he contributes to the asset allocation team, writes fixed income-related content and travels with the sales team, conducting client-facing meetings and providing expertise on WisdomTree’s existing and future bond ETFs. In addition, Kevin works closely with the fixed income team. Prior to joining WisdomTree, Kevin spent 30 years at Morgan Stanley, where he was most recently a Managing Director. He was responsible for tactical and strategic recommendations and created asset allocation models for fixed income securities. He was a contributor to the Morgan Stanley Wealth Management Global Investment Committee, primary author of Morgan Stanley Wealth Management’s monthly and weekly fixed income publications, and collaborated with the firm’s Research and Consulting Group Divisions to build ETF and fund manager asset allocation models. Kevin has an MBA from Pace University’s Lubin Graduate School of Business, and a B.S. in Finance from Fairfield University.

Kevin Flanagan is a registered representative of Foreside Fund Services, LLC.