Senior Loans: A way to help increase your portfolio’s yield and diversification while reducing the risk of rising interest rates. – Invesco – 4.6.21

Overview:
Title: Senior Loans: A way to help increase your portfolio’s yield and diversification while reducing the risk of rising interest rates.
Date: Tuesday, April 6, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMA CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below. (Not Applicable for On Demand)
*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

Now On Demand.

Financial professionals continue to seek consistent and reliable income solutions. Interest rate uncertainty coupled with volatile equity markets has created an environment where some financial professionals may be unknowingly be taking on unnecessary risks. Join us for this in depth discussion that will cover:

  • Uncovering income in senior loan markets
  • How mitigating ESG risk is critical in this space
  • Why Invesco may be well suited to deliver strong performance as a senior loan manager
  • Portfolio construction considerations

Speakers:
Taylor Watts Taylor Watts Senior Client Portfolio Manager Invesco

Taylor is a Senior Client Portfolio Manager for Invesco’s global private credit group. He is focused on supporting business development efforts and is responsible for client communications.

Taylor joined the organization in 2019. Prior to his current role at Invesco, Taylor was a vice president and senior client portfolio manager on the senior corporate loan team at OppenheimerFunds since 2015. Previously, Taylor spent 24 years on the sell side of Wall Street working for such firms as Chase and Credit Suisse, where his primary focus was on sales and placement of below investment grade fixed income to institutional investors. Over the years, he has built and run sales and distribution teams where he has held senior management positions. Taylor began his career in the financial services industry at Chase Securities in 1992.

Taylor earned a BA from Williams College. He holds the FINRA Series 7, 9, 10, and 63 registrations.
Jack Cunningham Jack Cunningham Client Portfolio Manager Invesco

Jack is a Client Portfolio Manager for Invesco’s global private credit group. He is focused on supporting business development efforts and is responsible for client communications.

Jack joined the organization in 2017. Prior to his current role, Jack was a product manager covering senior loan strategies in Invesco’s product management department for two years. Previously, he was a wholesaler for Invesco, covering broker dealer and independent channels. Before that, he was a wholesaler at Lord Abbett. He entered the financial services industry in 2014.

Jack earned a BA in economics from Gettysburg College. He is a Chartered Alternative Investment Analyst (CAIA) charterholder.