Harnessing the Power of Municipal Bonds for Tax-Efficient Investing – Aberdeen Investments – 6.11.25

Summary:

On Demand CE
Municipal bonds have have demonstrated resilience year-to-date and represent an important tool for generating tax-advantaged income within a diversified investment portfolio. What’s more, strong credit fundamentals, robust issuance, and current market dynamics may offer additional opportunities for this unique asset class to thrive.

Join the experts at Aberdeen Investments as they discuss today’s municipal bond market, how current events are shaping the opportunities for this asset class, and where municipal bonds may fit within your fixed-income allocation.

Topics will include:

• How the tariffs and current events are impacting the issuance of municipal bonds.
• How do municipal bonds compare to other fixed income investment options
• Municipal bond strategies and where they may fit within a diversified investment portfolio.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Miguel Laranjeiro is an Investment Director within the Municipals team at Aberdeen where he is responsible for asset allocation and investment management decisions for the municipal suite of products, which includes infrastructure debt as well as both investment grade and below investment grade debt investments. Miguel’s experience includes municipal credit analysis in the high yield sector as well as high grade tax backed sectors. Miguel joined the company in 2018 from Alpine Woods Capital Investors where he was focused on credit analysis in the Public Finance sector for Alpine’s two municipal mutual funds, which were acquired by Aberdeen. Previously, Miguel worked for Thomson Reuters as a an analyst focused primarily on Fundamentals Analysis in the Emerging Markets sectors.

John Cerrone is a Senior Regional Director at Aberdeen, responsible for new business development and key account relationships in the Northeast region. Prior to his current role, John spent three years on Aberdeen’s RFP team supporting Institutional & Wealth Management opportunities. He joined the firm in 2011 as a Graduate Business Analyst, which included rotations in London and Luxembourg. Prior to Aberdeen, John had previous experience with Comcast and MFS Investment Management. A graduate of Northeastern University, John received a BS in Business Administration with a concentration in Marketing and Management. He currently holds the Series 7 and 63 licenses.