Income Strategies in the Global Loan Market – Barings – 3.7.17

Summary:

Now On Demand.

Fundamentals of the high yield loan market are stable, and loans have had low or negative correlations with U.S. treasuries and the Aggregate indices over the past five years. As advisors continue to seek alternative income strategies for this rising interest rate environment, senior secured loans may serve as a possible solution. 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

Speakers:

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 is a member of Barings’ Global Business Development Group and Head of U.S. Retail. Dan is responsible for U.S. wealth distribution and managing some of the firm’s key distribution relationships. Dan 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.