Yes. Positive returns DO exist in fixed income today. Discover how AAACX has thrived in these tumultuous times. – A3 Financial – 4.14.20

Summary:

Now On Demand.

Not all income funds are created equal. Join us for a discussion with Gregg Bell, Portfolio Manager of the A3 Financial Alternative Credit Fund, AAACX. Gregg has more than a dozen years of researching and managing alternative credit products.

Gregg will discuss the state of the credit markets in these tumultuous times and review his fund’s positive performance in March 1.05% and first quarter 4.42%¹.

Few investors were anticipating the type of negative performance they experienced in the first quarter with their fixed income funds. Some of the largest, most recognizable funds had disastrous Q1 performance. AAACX is a portfolio of alternative, structured credit which strives to perform in all environments.

Topics that will be covered:

• Key principles for capital preservation in credit
• Investment strategies during a cash flow shock
• Avoiding false yield

Speakers:

Gregory Bell co-founded A3 Financial Investments, after serving as the Chief Investment Officer of SBAM. He has invested in credit across a variety of niche industries since 2006, working at two multi-billion dollar credit & structured product hedge funds. As a structured credit analyst and trader at ArrowMark Partners, Bell was responsible for asset backed securities trading activity. He has participated in hundreds of structured credit securitizations throughout his career, acting in an investment banking capacity, as well as underwriter, structurer and trader. While at the Royal Bank of Scotland, he developed the reverse mortgage broker–dealer trading operations. Bell began his career at Silver Point Capital. Bell holds a B.S. from the Vanderbilt University School of Engineering.

Kimberly Merriman co-founded A3 Financial Investments, after serving as a Director at SBAM. Previously, she was a Client Advisor at J.P. Morgan’s Private Bank and upon joining J.P. Morgan in 2014, she helped to develop the Private Bank’s Incident and Client Advisory team, which advises on legal, regulatory, and compliance guidelines and initiatives. Prior to J.P. Morgan, Merriman was a Financial Investment Professional within the Private Wealth Management Division of Goldman Sachs & Co. in the New York and Houston offices. She began her career in the Corporate Finance group of Skadden, Arps, Slate, Meagher & Flom LLP in New York. Merriman received a Juris Doctorate from New York Law School and a B.S. in Pre-Law with a minor in Sociology from The Pennsylvania State University.