Transamerica – Finding Opportunities in Unpredictable Markets – 9.30.20

Overview:
Title: Finding Opportunities in Unpredictable Markets
Date: Wednesday, September 30, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

The world has changed in ways no one could have imagined a few months ago. Yet amid all of today’s uncertainty, market opportunities await. It’s all about knowing where to look – seeing the unseen. Join Advent’s Odell Lambroza and Belle Haven’s Brian Steeves as they combine years of investment experience to provide valuable insight and perspective on:

  • Current market volatility
  • Opportunities amid a low interest rate environment
  • Smart moves to prepare your clients’ portfolios

Speakers:
Odell Lambroza Odell Lambroza Principal, Chief Investment Strategist Advent Capital Management, LLC

Mr. Lambroza serves as Chief Investment Strategist and is a portfolio manager of the Vega, Global Partners and Global Event Driven Strategies. Prior to joining Advent in 2001, Mr. Lambroza was Head of Convertibles and Equity Derivatives at Société Générale. Previously he managed the convertible sales and trading departments at HSBC Securities and Bankers Trust. Mr. Lambroza began his career in the Convertible Securities Department at Merrill Lynch, where he spent nine years working with Advent’s Founder, Mr. Maitland. At Merrill Lynch, Mr. Lambroza served as Vice President of Convertible Trading, Structured Equity Derivative Products and Asset Swaps. He is a graduate of Cornell University.
Brian Steeves Brian Steeves Partner, Portfolio Manager Belle Haven Investments

Brian Steeves serves as a Portfolio Manager at Belle Haven Investments. He joined Belle Haven in 2008 and was named a Partner in 2013. Brian works directly with Matt Dalton as a co-portfolio manager of Belle Haven’s strategies. He is responsible for executing portfolio strategies, portfolio allocations, risk-management and the daily operations of the Investment Team. These efforts have helped Belle Haven’s SMA strategies earn recognition from Lipper and PSN Top Guns. Along with Matt Dalton, Brian has been named the top portfolio manager in the United States by Citywire for his management of the Transamerica IntermediateMunicipal mutual fund. His previous experience includes research at Rhino Asset Management and working with Futures on the floor of the New York Mercantile Exchange. Brian graduated from Rutgers University, Magna Cum Laude, with a Bachelor of Arts in Economics. He was the recipient of the Gerald E. Duguay Memorial Award for Financial Economics and was also a member of Omicron Delta Epsilon, the Honor Society in Economics. Additionally, Brian played golf for the Rutgers University Varsity Golf Team and was named to the Big East Academic All-Star Team. Brian currently resides in LaGrangeville, New York.
Investments are subject to market risk, including the loss of principal. Asset classes or investment strategies described may not be suitable for all investors. Past performance does not guarantee future results. The views expressed in this document reflect those of Odell Lambroza and Brian Steeves only and may not necessarily represent the view of Transamerica. These views are subject to change based upon market conditions. These views should not be relied upon as investment advice and are not indicative of trading intent on behalf of Transamerica Capital, Inc. Comments and general market related projections are based on information available at the time of writing and believed to be accurate; are for informational purposes only, are not intended as individual or specific advice, may not represent the opinions of the entire firm and may not be relied upon for future investing. Investors are advised to consult with their investment professional about their specific financial needs and goals before making any investment decisions. Notice: Emails and attachments exchanged with the sender are automatically archived and may be monitored, reviewed, retained, and produced to others in compliance with applicable law. There are no guarantees of secure transmission. If you are not the intended recipient, you are prohibited from reading, retaining, distributing, or copying the information, or acting in reliance on it. By registering for this event you are opting in for future RIA Channel Event communications. Transamerica companies, RIA Channel, Advent, and Belle Haven Investments are not affiliated companies. For Broker-Dealer Use Only. Not for Use With the Public. ©2020 Transamerica 261092