Overcoming Today’s Bond Market Challenges with Defined-Maturity ETFs – Nasdaq – 10.2.17

Summary:

Now On Demand.

Advisors are seeking consistent, reliable income for client portfolios. The evolution of fixed income ETFs, and specifically defined-maturity ETFs, has led to a new generation of bond laddering opportunities. Join us for this in-depth, educational discussion that will cover:

  • Understanding Defined-Maturity ETFs
  • Expectations around the Maturity Process
  • Bond Laddering 2.0
  • Portfolio Construction & Asset Allocation Considerations

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

Speakers:

William Belden
Managing Director, Head of ETF Business Development
Guggenheim

William H. Belden, III is a managing director at Guggenheim Investments. In his role, Mr. Belden directs business development for the firm’s line-up of ETFs, including distribution and marketing activities.

Prior to Guggenheim Investments, Mr. Belden worked as a senior product manager at Northern Trust Global Investments, where he was responsible for overseeing proprietary mutual fund products. Prior to Northern Trust, he was vice president of product management at Stein, Roe & Farnham and served as vice president for relationship management in the cash products group at Kemper Financial Services. Mr. Belden is regularly quoted in financial media outlets. He earned his MBA from the University of Chicago’s Booth School of Business and has a B.S. in finance from Miami University. He is series 7, 24 and 63 registered.

William Costigan
Director
Guggenheim

Mr. Costigan joined Guggenheim in 2013. He serves as a senior member of the Investment Management team focused on constructing Guggenheim’s fixed income mutual funds, ETFs, and UCITS. Mr. Costigan is also a frequent speaker at national investment conferences.

With over a decade of financial services experience, Mr. Costigan spent five years as an Investment Banker at KeyBank in New York and Seattle focusing on the origination, structuring and syndication of Leveraged Buyouts. He then developed strategic investment solutions for institutional investors at the Vanguard Investment Group prior to joining Guggenheim.

Mr. Costigan earned an M.B.A. with honors from Loyola Marymount University and a B.S. in Economics with honors from John Carroll University.

Host: Efram Slen
Product Development
Nasdaq Global Information Services

Overview:

Title: Overcoming Today’s Bond Market Challenges with Defined-Maturity ETFs
Date: Monday, October 02, 2017
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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