Generating Income with Fixed Income and Dividend Strategies – WisdomTree – 9.27.22

Overview:

Title: Generating Income with Fixed Income and Dividend Strategies
Date: Tuesday, September 27, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour
 

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Summary:

Now On Demand

As advisors play hide-and-seek with income, challenges may still lurk ahead. But there are reasons for hope when you know where to find opportunities. Please join WisdomTree’s Global Chief Investment Officer Jeremy Schwartz and Head of Fixed Income Strategy Kevin Flanagan as they discuss:

  • What’s brewing in the fixed income world and what it means for you
  • Ways to leverage the WisdomTree Short-Duration Fixed Income Model
  • Why dividend-focused strategies are back in the spotlight
 

Speakers:

Jeremy Schwartz, CFAJeremy Schwartz, CFA Global Chief Investment Officer WisdomTree Asset Management, Inc.

Jeremy Schwartz has served as our Global Chief Investment Officer since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and helped with the research and writing of Stocks for the Long Run and The Future for Investors. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is also a member of the CFA Society of Philadelphia.

Kevin FlanaganKevin Flanagan Head of Fixed Income Strategy WisdomTree Asset Management

As part of WisdomTree’s Investment Strategy group, Kevin serves as Head of Fixed Income Strategy. 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.

For Financial Professionals only.

Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting the Fund’s website at  www.wisdomtree.com.  Please read the prospectus carefully before you invest.

There are risks associated with investing, including possible loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, real estate, currency, fixed income and alternative investments include additional risks. Please see prospectus for discussion of risks.

WisdomTree Model Portfolio information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. WisdomTree’s Model Portfolios and related content are for information only and are not intended to provide, and should not be relied on, for tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any WisdomTree Model Portfolio information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any WisdomTree Model Portfolio, any particular security or any particular strategy.

WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S.

Jeremy Schwartz and Kevin Flanagan are registered representatives of Foreside Fund Services, LLC.