Delivering Income In Changing Markets – Columbia Threadneedle – 12.1.17

Summary:

Now On Demand.

After almost four decades of declining interest rates, investors are now facing a challenging environment. Traditional income solutions are beginning to fall short. It’s time to consider broadening your portfolio to deliver more diversified and consistent income streams for your clients. Join experts from Columbia Threadneedle Investments to learn:

  • What the biggest challenges are for fixed-income investors in 2018
  • Why you should consider a multi-sector bond strategy
  • How to implement a diversified fixed-income allocation

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

Speakers:

Edward Kerschner, CFA
Chief Portfolio Strategist
Columbia Threadneedle Investments

Edward Kerschner is Chief Portfolio Strategist at Columbia Threadneedle Investments. He joined one of the Columbia Threadneedle Investments legacy firms in 2013 as Vice Chairman and in 2015 was named Chief Investment Officer. Mr. Kerschner is responsible for developing investment ideas, investment themes, and asset allocation recommendations for various investment areas within the firm; as well as representing Columbia Threadneedle Investments in the marketplace by attending conferences, holding speaking engagements and promoting investment strategies.

Mr. Kerschner has been a member of the investment industry since 1974 and has held a number of senior strategy roles, including: Chief Investment Strategist and Chairman of the Investment Policy Committee at PaineWebber, Chief Global Strategist for UBS Investment Research, Chief Investment Officer for Citi Investment Research, Chief Investment Strategist for Citi Global Wealth Management, Senior Strategy Consultant to Morgan Stanley Smith Barney and a member of the Morgan Stanley Smith Barney Global Investment Committee.

Since 2001, Mr. Kerschner has been an Adjunct Professor of Finance at the New York University Graduate School of Business Administration. He received a B.S. from the New York University School of Engineering and Science and an M.B.A. from the New York University Graduate School of Business Administration. In addition, he holds the Chartered Financial Analyst® designation.

Gene R. Tannuzzo, CFA
Senior Portfolio Manager, Strategic Income
Columbia Threadneedle Investments

Gene Tannuzzo is a senior portfolio manager for strategic income and multi- sector fixed income at Columbia Threadneedle Investments.* He joined one of the Columbia Threadneedle Investments legacy firms in 2003 as a financial analyst and moved into his current position in 2007. In this role, he is responsible for the day-to-day management of the strategic income and income builder strategies, certain institutional accounts, as well as contributing to fixed- income strategy meetings. Prior to his current role, Mr. Tannuzzo was a member of the municipal bond team.

Mr. Tannuzzo received a B.S.B. and MBA from the University of Minnesota, Carlson School of Management. He earned the Chartered Financial Analyst® designation in 2006.

Jay McAndrew
Vice President, National Sales Manager
Columbia Threadneedle Investments

Jay McAndrew is a Vice President, National Sales Manager at Columbia Threadneedle Investments. In this role, he oversees the strategic beta sales team.

Prior to joining one of Columbia Threadneedle legacy firms in 2010, Mr. McAndrew was a regional manager at AllianceBernstein. Mr. McAndrew started his career in the financial services industry in 1992 at UBS, where he served in various client-facing roles.

Mr. McAndrew received his B.S. in finance from The Pennsylvania State University.

Overview:

Title: Delivering Income In Changing Markets
Date: Friday, December 1, 2017
Time: 2:00 PM Eastern Standard Time
Duration: 1 hour

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