WEBCASTS

Income for a Better Outcome: Where to Invest in Non-Traditional Income

A traditional balanced stock and bond portfolio currently yields well below 2%. This is leading many yield-starved investors to consider a broader range of investments, including diversifying with non-traditional income sources that have exhibited lower correlations, while maintaining an awareness of the risk/return trade-offs. 

In this exclusive webinar, the experts at Virtus ETFs and ETF Trends will outline how these non-traditional sources of income can make a huge difference in client portfolios. 

October 25, 2021
11am PT | 2pm ET
1 CE Credit
Already Registered? Click here »

SUMMARY

Tune in to hear Lara Crigger, Managing Editor of ETF Trends and ETF Database, moderate a discussion on:

  • The investment case for Preferreds, Bank Loans, and Securitized Credit
  • How broadening the opportunity set can help diversify sources of income
  • How investors and allocators should think about non-traditional allocations 

Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Jay D. Hatfield

CIO & Portfolio Manager
InfraCap Capital Advisors

George Goudelias

Head of Leveraged Finance, Senior Portfolio Manager
Seix Investment Advisors

James Jessup

Product Manager
Virtus Investment Partners

Lara Crigger

Managing Editor
ETF Trends and ETF Database

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