Enhancing income portfolios for today’s markets – Nuveen – 10.20.20

Summary:

Now On Demand.

It wasn’t always this hard. Financial professionals find it increasingly difficult to generate durable income with reasonable risk for their clients. With yields at historic lows, investors have been forced to choose between accepting lower income or expanding into higher-risk investments. Too often, their expectations and their actual outcomes don’t match.

Join us for a thoughtful discussion on portfolio construction approaches to help meet client goals.

• Balancing opportunities across three key drivers of income and risk: Interest rates, credit quality, and equity
• Idiosyncratic risk and how it can benefit portfolio allocations for income
• The role of alternatives

Speakers:

Brian is a Portfolio Strategist, responsible for promoting Nuveen’s investment views and approach to multi-asset portfolio construction. He meets with financial professionals and institutional clients to discuss how they can incorporate Nuveen’s best thinking in to their own portfolio management processes.

Prior to joining the firm in 2018, Brian worked at State Street Global Advisors as an Investment Strategist, supporting the firm’s defined contribution plan clients, and at Voya Investment Management as a Multi-Asset Portfolio Specialist. He began his career at Bloomberg LP as a Portfolio Risk & Derivatives Specialist.

Brian graduated with a B.S. from Syracuse University and an M.B.A. from Columbia Business School. He also holds the CFA and FRM designations.

Bill serves as a key leader of our firm’s alternative investments business. As Head of Alternative Investments Business Development, Bill manages the Alternative Investment Specialist Teams across the Wealth and Institutional channels. Bill also partners with sales, product, marketing and investment leaders –providing strategy expertise, product and private market insight, and direct institutional and wealth advisor support for alternative investments including: real assets, real estate, and private capital market investments.

Bill joined the firm in 2016 and began his career in the financial services industry in 1997. Bill has more than 20 years of alternative investments experience and prior to joining the firm, was most recently serving as Managing Director of Business Development and Investor Relations at Corsair Capital Management, an event-driven hedge fund, where he was responsible for leading the sales and client service efforts. Prior to his tenure at Corsair, Bill was Managing Director at hedge fund-of-funds firm Robeco-Sage as well as successor firm Arden Asset Management serving in sales, business development, and investor relations leadership roles.