ETF Fixed Income Solutions – Invesco – 11.22.19

Summary:

Now On Demand.

In an ideal world, fundamentals alone would drive the markets. But that’s not the world we are living in-or investing in. Today, a tweet in the morning can drive a sell-off in the afternoon, only to be reversed by the day’s headlines. It’s no wonder people are concerned about their portfolio allocation.

Topics for discussion:

• The fixed income landscape
• The benefits of defined maturity ETFs
• Portfolio implementation ideas

Speakers:

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.

Jason Bloom is the Director of Global Macro ETF Strategy for Invesco’s family of exchange- traded funds (ETFs). In his role, Mr. Bloom is responsible for providing a macro market outlook across all asset classes globally, in addition to leading the team’s specialized efforts in fixed income, commodity, currency, water and clean energy, and alternatives research and strategy. He joined Invesco in 2015.

Prior to joining Invesco, Mr. Bloom served as an ETF strategist for six years with Guggenheim Investments and then River Oak ETF Solutions, where he helped launch several funds focused on both energy and volatility-related strategies. Previously, he spent eight years as a professional commodities trader specializing in arbitrage strategies in both the energy and US Treasury markets.

Mr. Bloom earned a BA degree in economics from Gustavus Adolphus College and a JD from the University of Iowa College of Law. He holds the Series 7, 24 and 63 registrations.