Exploring Opportunities in the Global Loan Market – Barings – 12.10.18

Summary:

Now On Demand.

In an environment of rising rates and macroeconomic volatility, global senior secured loans can serve as a potential solution for advisors seeking alternative income strategies. In addition to a stable fundamental picture and low or negative correlations with U.S. Treasuries, global loans can offer investors a large and diverse opportunity set from which to seek relative value, allowing for greater portfolio diversification potential.

Join us for this in-depth discussion that will cover:

  • An overview of senior secured loans
  • Considerations for expanding into global loans
  • Potential benefits & risk considerations for global loans
  • Outlook for global credit markets

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

Speakers:

Thomas McDonnell
Managing Director, High Yield Portfolio Manager
Barings

Thomas McDonnell is a member of Barings’ U.S. High Yield Investments Group and the U.S. High Yield Investment Committee. His responsibilities include portfolio management for a number of high yield total return portfolios, including global loan and global multi- strategy portfolios. He is also a portfolio manager for the firm’s high yield 1940 act retail funds. Thomas has worked in the industry since 1996 and his experience has encompassed leveraged loans, distressed credit and management of total return focused strategies. Prior to joining the firm in 2005, he was a Managing Director at Patriarch Partners, LLC, where he had active involvement with portfolio company management teams, crisis managers and attorneys to effectuate turn around and recovery plans. Before Patriarch, he worked at Bank of America in the Corporate Finance Group and at Bank One in various risk management and corporate finance positions, specializing in credit risk management and structuring of off balance sheet special purpose entities. Thomas holds a B.S. in Business Management, an M.B.A. in Accounting from the State University of New York at Buffalo, and is a Certified Public Accountant (inactive).

Daniel McGee
Head of U.S. Retail & Sub-Advisory
Barings

Daniel McGee is a member of Barings’ Global Business Development Group and the Head of U.S. Retail & Sub-Advisory. Dan is responsible for U.S. wealth distribution and managing some of the firm’s key distribution relationships. Dan has worked in the industry since 1992. Prior to joining the firm in 2013, he spent 20 years at Principal Financial Group in a variety of sales and sales management roles, most recently managing Principal’s Alliance Management Group. Dan holds a B.B.A. in Marketing from the University of Iowa.

Overview:

Title: Exploring Opportunities in the Global Loan Market
Date: Monday, December 10, 2018
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

Register Now:

Already Registered?
*First Name
*Last Name
*Email
*Work Phone
*Company
*Title
*State
*Type of Advisor
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC® or CPWA® CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below. (Not Applicable for On Demand)
CFP # (Not Applicable for On Demand)
IMCA (CIMA, CIMC or CPWA) # (Not Applicable for On Demand)
Zip Code for IMCA Submission (Not Applicable for On Demand)

CFA Institute ID (Not Applicable for On Demand)
Please submit any questions for our speakers



SHARE