Putting Income Back Into Fixed Income – Touchstone Investments – 11.9.22

Summary:

Now On Demand

After more than a decade of financial repression and ultra-accommodative monetary policy that drove interest rates to multi-generational lows, inflation pressure has finally forced a sharp reversal in policy and an upturn in interest rates. The rapid pace of tightening has been painful, but has created an opportunity to generate income for the first time in a long time. Join Touchstone Investments to learn about our active ETFs geared to generate income in the current environment.

Topics will include:

• Why consider the benefits of distinctively active ETF management
• Taking an active, high conviction approach to equity dividend investing
• The attractive ultra-short fixed income opportunity today

Speakers:

Mr. Koerner is Vice President, Senior ETF Sales Specialist for Touchstone Investments. He is responsible for representing the investment strategies employed by Touchstone’s sub-advisors and methods to best position and employ Touchstone ETF strategies in investor portfolios. He champions the strategic growth of Touchstone’s ETF products and provides detailed technical expertise on investment strategies and how such strategies can be implemented within client firm platforms and models.

Prior to joining Touchstone in February 2022, Mr. Koerner was Senior Vice President, Sector & ETF strategist manager at Fidelity Institutional Asset ManagementSM (FIAMSM), Fidelity Investments’ distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. Prior to assuming this position in 2013, Mr. Koerner was a senior vice president in FIAM’s Wealth Advisor Services group.

Before returning to Fidelity in 2010, he served as the national sales manager at State Street Global Advisors (SSGA), where he was responsible for managing SSGA’s regional consultant team. In this role, he and his team worked with financial advisors in the national and regional broker-dealer channel representing exchange traded funds (ETFs), mutual funds, and separate accounts. Previously, Mr. Koerner was a vice president at Delaware Investments, where he presented and distributed separate accounts strategies, mutual funds, and 401(k) plans to financial consultants in the wirehouse and regional broker-dealer channels. He has been in the investments industry since 1992.

Mr. Koerner earned a BS in industrial management from Carnegie Mellon University. He is also a Certified Investment Management Analyst (CIMA®), Certified ETF Advisor (CETF®) and Chartered Mutual Fund Counselor (CMFC®) charter holder.

Tim Paulin, CFA, is Senior Vice President, Investment Research and Product Management for Touchstone Investments and has experience in the financial services industry since 1986. Mr. Paulin and his team are responsible for identifying, engaging and monitoring the investment managers that sub-advise current and prospective Touchstone mutual funds. Prior to joining Touchstone in 2010, he was a Principal at Klein Decisions providing consulting services and dynamic decision making systems for investment advisors and financial services firms. The majority of Mr. Paulin’s career has focused on wealth management and consulting services for private clients and institutions. During a 10-year tenure with RBC Wealth Management in Minneapolis, Mr. Paulin guided the firm’s fee-based, packaged products and planning services businesses and oversaw investment management research efforts. He began his career as a Financial Consultant, Private Client Group at Merrill Lynch. He earned an MBA from Georgia State University and a BBA, Finance, from the University of Georgia and is a CFA charterholder.

Laura Mayfield is a Senior Portfolio Manager, Asset Backed Securities (ABS), on Fort Washington’s Structured Products desk.

Mayfield joined the firm in 2007 and served as a Marketing Coordinator for Fort Washington until 2010. Prior to joining Fort Washington, Mayfield served as an Annuity Administrator for Western & Southern Life Assurance Company.

Mayfield received a BA in Marketing and Spanish from Olivet Nazarene University and an MBA from Xavier University.

Erik Aarts is Vice President and Senior Fixed Income Strategist for Touchstone Investments. In this role he is responsible for advocating for the firm’s bond solutions and supporting Financial Professional’s fixed income needs. Prior to joining Touchstone Investments, he was a senior executive at PIMCO focused on delivering fixed income expertise and solutions to a broad array of wealth management clients and Allianz Global Investors where he was head of product management. He has more than 25 years of financial services experience and holds both an MBA and a bachelor’s degree from Rensselaer Polytechnic Institute. Mr. Aarts is a Certified Investment Management Analyst® (CIMA®) professional.