Managed vs. Factors, Long vs. Short: How To Decide What’s Best For Your Client – FlexShares – 2.21.19

Summary:

Now On Demand.

The Federal Reserve recently announced a halt to potential rate increases. Advisors and investors are searching for ways to benefit from the current economic environment and Federal Reserve actions. They may be asking should I go Long vs. Short. Invest in Managed vs. Index based Fixed Income products, and what impact do factors have on fixed income investing?

Please join Mark Carlson, CFA, Senior Investment Strategist, FlexShares Exchange Traded Funds and Michael Natale, Head of Intermediary Distribution, to learn how your investors can potentially benefit in the current interest rate environment.

Key Points of Discussion:

• Interest rate perspectives and recent volatility
• Applying factors to fixed income products
• The importance of income
• How advisors may benefit from an innovative approach to fixed income investing

Speakers:

Mark D. Carlson, CFA is a Senior Investment Strategist responsible for fixed income and natural resource strategy for FlexShares Exchange Traded Funds (ETFs). He provides product development, investment strategy and related ETF product expertise to the team.

Prior to being named Senior Investment Strategist for ETFs, Mark served as Northern Trust’s Director of Fixed Income Research for seven years and was a Senior Fixed Income Analyst for eight years. As Director of Fixed Income Research, Mark served as a voting member of the firm’s Investment Policy and Tactical Asset Allocation committees.

Before joining Northern Trust, Mark worked as a Fixed Income Analyst for six years at MetLife Inc. and for six years at Citibank, including three years in interest rate risk analysis and management. Mark is also a former visiting instructor of economics and corporate finance at the College of DuPage.

Mark received a BS degree in Finance and an MBA degree from DePaul University and is a CFA charterholder. He is a member of the CFA Society of Chicago and the CFA Institute.

Michael Natale is head of Intermediary Distribution. He is responsible for establishing Northern Trust Asset Management’s presence in the intermediary market and driving the adoption of our investment expertise and strategies across North America.

An experienced investment industry professional, Michael has successfully built, developed and managed sales teams for more than a decade, focusing on diversity, process and qualitative results. He has experience across channels and products, including ETFs, mutual funds and managed solutions.

Prior to joining Northern Trust, Michael spent seven years with Deutsche Bank and five years with Morgan Li where he managed and developed internal sales teams with more than 50 professionals.

Michael earned his BBA and MBA from Stetson University (Deland, FL). He is a former professional golfer and a four-time Chicago City Amateur Champion. Michael holds the FINRA series 7, 24, and 63 securities licenses.