Know What You Own? Multisector Bond Strategies and Your Fixed Income Allocation – Janus Henderson – 10.22.19

Summary:

On Demand Soon.

With the third quarter finally over, fixed income investors are stepping back, taking a deep breath and asking themselves, “What the heck just happened?!” It’s natural to feel unsettled, but now is not the time to abandon long-term financial goals. We believe insight-driven investment solutions can help advisors successfully navigate change and build a fixed income portfolio prepared for volatile markets.

At Janus Henderson we believe bond allocations should be built to feel like bonds and the proliferation of new income investment solutions since the Global Financial Crisis is commonly stretching the risk boundaries of traditional fixed income asset classes by utilizing increasingly complex and esoteric instruments.

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

• Insight into applying our fixed income portfolio construction framework to your client’s portfolios
• How you might be able to navigate both credit risk and rate risk
• Where you can still find yield in today’s markets

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

Speakers:

Seth Meyer is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the High Yield, Global High Yield, Multi-Sector Credit and Short Duration High Yield strategies. He also has co-managed the fixed income portion of the Perkins Value Plus Income strategy since 2018. Mr. Meyer was promoted to assistant portfolio manager supporting primarily the High Yield and Short Duration High Yield strategies in 2012. He joined Janus in 2004 as a product manager covering a variety of equity and fixed income strategies before becoming a credit analyst. Prior to Janus, he was a consultant relations manager at OppenheimerFunds.

Mr. Meyer received his bachelor of science degree in business administration with a concentration in finance from the University of Colorado. He holds the Chartered Financial Analyst designation and has 21 years of financial industry experience.

John Kerschner is Head of U.S. Securitized Products at Janus Henderson Investors and a Portfolio Manager of the Multi-Sector Income strategy and Mortgage-Backed Securities ETF. He also has co-managed the fixed income portion of the Perkins Value Plus Income strategy since 2018. In his role as Head of U.S. Securitized Products, Mr. Kerschner primarily focuses on mortgage-backed securities and other structured products. Prior to joining Janus in 2010, Mr. Kerschner was director of portfolio management at BBW Capital Advisors. Before that, he worked for Woodbourne Investment Management, where he was global head of credit investing. Mr. Kerschner began his career at Smith Breeden Associates as an assistant portfolio manager and was promoted several times over 12 years, becoming a principal, senior portfolio manager and director of the ABS-CDO group.

Mr. Kerschner received his bachelor of arts degree in biology from Yale University, graduating cum laude. He earned his MBA from Duke University, Fuqua School of Business, where he was designated a Fuqua Scholar. Mr. Kerschner holds the Chartered Financial Analyst designation and has 29 years of financial industry experience.

John Lloyd is Co-Head of Global Credit Research and a Portfolio Manager at Janus Henderson Investors responsible for managing the Multi-Sector Income strategy. He has held these positions since 2009 and 2014, respectively. He also has co-managed the fixed income portion of the Perkins Value Plus Income strategy since 2018. Mr. Lloyd joined Janus as a research analyst in 2005. Prior to that, he worked as a private equity associate at H.I.G. Capital in Miami and at Willis Stein & Partners in Chicago. Earlier in his career, Mr. Lloyd was an investment banking analyst for Deutsche Banc Alex. Brown.

Mr. Lloyd received his bachelor of arts degree in economics from the University of Michigan and his MBA from Dartmouth College, Tuck School of Business. Mr. Lloyd has 21 years of financial industry experience.

Adam Hetts is Vice President, Head of Portfolio Construction and Strategy at Janus Henderson Investors. In this role, he leads the Portfolio Construction and Strategy Team that is focused on delivering actionable investment strategy and thought leadership to help clients in all aspects of the investment management process. From 2011 until joining Janus in 2017, he was vice president, senior portfolio strategist with Goldman Sachs Asset Management in New York, leading efforts in the U.S. and Asia Pacific regions. Prior to that, Mr. Hetts worked with Goldman Sachs Principal Strategies, a proprietary hedge fund, and as a corporate strategist within Goldman Sachs Asset Management. Earlier in his career, he was a consultant with The Law and Economic Consulting Group in Washington, D.C.

Mr. Hetts earned his bachelor of science in finance with a concentration in accounting from Pennsylvania State University. He holds the Chartered Financial Analyst designation and FINRA Series 24, 7, and 63 securities licenses. Mr. Hetts has 14 years of financial industry experience.