Portfolio Playbook: Monthly Outlook, Ideas and Muni Opportunities – Invesco – 3.1.24

Overview:

Title: Portfolio Playbook: Monthly Outlook, Ideas and Muni Opportunities
Date: Friday, March 1, 2024
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

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Get a timely and actionable overview of what’s happening in the markets and economy. Learn how to position portfolios from Mo Haghbin, Head of the Solutions Group, and Brian Levitt, Global Market Strategist. Plus, learn about potential positive muni opportunities once rate hikes are in the rear-view mirror.

Speakers:

Brian Levitt Brian Levitt Global Market Strategist Invesco

Brian Levitt is a Global Market Strategist at Invesco. In this role, he is responsible for the development and communication of the firm’s investment outlooks and insights. He is the cohost of Invesco’s “Greater Possibilities” podcast.

Mr. Levitt joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then transitioned into the macro and investment strategy group in 2005. Mr. Levitt has been quoted in the press, including Barron’s, Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance.

Mr. Levitt earned a BA degree in economics from the University of Michigan and an MBA with honors in finance and international business from Fordham University.

Mo Haghbin, CFA, CAIA Mo Haghbin, CFA, CAIA Head of Solutions, Multi-Asset Strategies Invesco

Mo Haghbin is the Head of Solutions for the Multi-Asset Strategies team, which develops and manages asset allocation strategies and comprehensive portfolio solutions via separately managed accounts, model portfolios, and commingled vehicles across institutional and private client channels. In his role, he oversees research, portfolio management, and client engagement activities globally. This includes the client solutions and portfolio advisory teams, which leverage Invesco’s wider platform of fundamental, systematic, and alternative strategies to deliver precise, tailored outcomes to unique investor needs.

Mr. Haghbin joined Invesco in 2019 when the firm combined with OppenheimerFunds, where he served as senior vice president and head of product for beta solutions. Before OppenheimerFunds, Mr. Haghbin worked at BlackRock, where he held various product strategy, product development, and business management roles. Before that, he led the derivative product services team at Barclays Global Investors, which BlackRock acquired in 2009.

Mr. Haghbin earned a BS degree in business administration from the University of Colorado. He is a frequent industry speaker and subject matter contributor to global financial publications and media outlets such as The Wall Street Journal, The New York Times, Barron’s, Bloomberg, and the Financial Times. He is a Chartered Financial Analyst® (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder.

Stephanie Larosiliere Stephanie Larosiliere Head of Municipal Business Strategies and Development Invesco

Stephanie Larosiliere is the Head of Municipal Business Strategies and Development for the Invesco Municipal Bond team. Ms. Larosiliere works with the fund management team, acting as its representative to clients and other intermediaries. Her responsibilities include working with sales staff and clients to provide insight into the municipal fixed income market and the investment strategies utilized by the team. She is also responsible for ongoing product development and marketing for the municipal bond products.

Ms. Larosiliere joined Invesco in 2011 as a senior product manager supporting the municipal and convertible businesses. Prior to joining Invesco, Ms. Larosiliere served as a vice president of the Goldman Sachs Asset Management fixed income product management team, where she was responsible for portfolio analysis, product development, client retention, and marketing. Before joining Goldman Sachs in 2008, she worked as an institutional product management associate for Brown Brothers Harriman. She began her career in the industry in 2003 as a risk management analyst with JPMorgan Chase, where she was responsible for performing daily value at risk analysis and monthly stress risk tests on the bank’s credit portfolio.

Ms. Larosiliere earned a BBA degree in finance and investments from Baruch College — The City University of New York (CUNY).