Preferred and Capital Securities in an Inflationary Environment – Principal Global Investors – 5.4.22

Summary:

On Demand Soon.

With many investors concerned about rising inflation, now may be a good time to explore preferred and capital securities. Preferred and capital securities tend to be an overlooked part of the market when constructing fixed income portfolios, and investors may miss out on their potential to deliver income in a diversified portfolio. Join Principal Global Investors and Spectrum Asset Management for a timely market outlook and insights on how to navigate inflationary conditions with preferred and capital securities.

Speakers:

Marc is a Managing Director and Portfolio Manager at Principal Global Asset Allocation (PGAA), an investment management team within Principal Global Investors that engages in the creation of asset allocation solutions. He is responsible for co-managing our dynamic outcome suite of strategies. This includes all portfolio construction, asset allocation, and manager optimization decisions relating to this suite of strategies. He joined Principal in 2003 and has been in the investment industry since 1996. Previously, Marc was a Senior Relationship Manager for Principal Global Investors, where he represented portfolios to Principal Global Investor’s largest and most sophisticated institutional clients, with mandates spanning the equity, real estate, fixed income, and currency asset classes. Prior to joining Principal, he co-managed fixed-income general account assets for a group of privately held insurance companies. Marc received an M.B.A. and a bachelor’s degree in finance from the University of Utah. Marc has earned the right to use the Certified Investment Management Analyst and Chartered Alternative Investment Analyst designations.

James joined Spectrum in 2015 as Senior Vice President and Portfolio Specialist with responsibilities for distribution, relationship management, and business development. Prior to joining Spectrum, James was Senior Vice President, Markets and Product Strategy at Wells Fargo Advisors. James began his career in 1981 at A.G. Edwards in the Fixed Income Department, and he has served as Director of the High Net Worth Portfolio Services Group, Manager of Taxable Trading, and as Manager of the Corporate Debt Syndicate Department. He holds a B.S.B.A. from Southern Illinois University – Edwardsville as well as Series 7, Series 63, Series 55, and Series 24.

Matthew leads the ETF Specialist Team at Principal Global Investors. The team is dedicated to providing deep ETF expertise to financial professionals across distribution channels to help clients achieve their investment objectives. Matt is a U.S. Intermediary veteran with more than 25 years of successful experience growing and diversifying sales, revenue, and client bases across multiple channels. Prior to joining Principal, he held roles as Head of U.S. Sales and National Accounts at Muzinich & Co; Director, ETF Sales at BlackRock/iShares; Regional Sales Director – UBS Global Asset Management; and Regional Sales Director at Prudential Investments. Matt received a Bachelor of Science degree in Finance from the University of Connecticut and a Masters in Business Administration in Finance from Fairleigh Dickinson University. He also holds the Certified Investment Management Analyst designation administered by the Investments & Wealth Institute and taught in conjunction with the University of Pennsylvania Wharton School of Business.