Turning Volatility into Opportunity: Differentiating Your Practice with Alternatives – Invesco – 10.15.25

Summary:

In today’s uncertain markets, financial professionals might have a unique opportunity to set themselves apart and better serve high-net-worth clients by strategically incorporating alternative investments. As markets fluctuate, portfolios that include direct lending, syndicated loans, opportunistic credit, and structured credit may be well-positioned to capitalize on market dislocations and seek strong risk-adjusted returns. We’ll discuss dynamic frameworks for identifying inefficiencies and opportunities as the credit cycle evolves.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Jay specializes in practice development, team leadership, communication, collaboration and adult-learning behavior. He and his team provide coaching to financial professionals across the country, and he frequently speaks regionally and nationally on behalf of Invesco Global Consulting (IGC). Jay is also a member of the IGC Leadership Team, which focuses on helping financial professionals grow, keep and optimize their practices in a complex and competitive business environment.

A keynote speaker, executive coach and author, Jay has worked in the financial services industry since 1999. His writing has been featured in multiple industry publications, and he is the coauthor of The Three Commitments of Leadership: How Clarity, Stability and Rhythm Create Great Leaders.

Jay joined Invesco in 2019 when the firm combined with OppenheimerFunds. Previously, he was a Director of Business Consulting and head of CEO Advisor Institute Marketing at OppenheimerFunds. Prior to these positions, Jay held various leadership roles in the financial industry, including head of learning and development, national sales manager and head of professional development at ING, MassMutual and The Hartford, respectively. Jay earned a degree in economics and finance from the University of Massachusetts and a BS in business management from Western Governors University. He holds the Series 7 and 63 industry registrations.

Jay lives in Longmeadow, Massachusetts, with his wife and three daughters. In his free time, he enjoys writing music with his kids and coaching their sports teams from the sidelines. He also leads a nonprofit music school in Springfield, Massachusetts.

Taylor Watts is a Senior Client Portfolio Manager for Invesco’s Global Senior Loan group. In this role, he is responsible for the ongoing product development and marketing of investment funds for senior loans and alternative credit products, with a focus on retail funds.

Mr. Watts joined Invesco when the firm combined with OppenheimerFunds in 2019. He joined OppenheimerFunds in 2015 and was most recently a vice president and senior client portfolio manager on the senior corporate loan team. Prior to that, Mr. Watts 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 debt to institutional investors. Over the years, he has built and run sales and distribution teams and has held senior management positions at several boutique firms. Mr. Watts entered the financial services industry in 1991.

Mr. Watts earned a BA degree from Williams College. He holds the Series 7, 9/10, and 63 registrations.