WEBCASTS
An Opportunistic Credit Strategy for Today’s Market
Credit is an often-overlooked asset class. But the current outlook shows lots of opportunities in credit for advisors. Given today’s volatility, active management could also help investors find the right opportunities at the right time.
Join the experts at Simplify Asset Management and Asterozoa Capital Management to unpack how investors can benefit from an actively approached credit strategy.
SUMMARY
Topics covered will include:
- Why credit is an interesting asset class
- A performance comparison of active and passive management in the credit space
- A unique strategy focused on high-yield, investment grade, and distressed debt
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, and RMA® designations and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Joe Hegener
Chief Investment OfficerAsterozoa Capital Management
Kris Patel, CFA
Senior Vice President, Advisor SolutionsSimplify Asset Management
Todd Rosenbluth
Head of ResearchVettaFi
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