Income Investment Strategy Symposium

May 08, 202511am ET / 8am PT

Days

Hrs

Min

Sec

Overview

Advisors continue to seek out diversified strategies to gain stable income this year. In addition to the growing universe of fixed income mutual funds and ETFs, there are other alternatives to consider. At this virtual event, we expect to cover funds focused on corporate bonds, securitized debt, as well as equity income.

Topics covered will include:


  • Where the Risks Are Being Rewarded

  • Tax-Aware strategies to help investors keep more income

  • Turning to Covered Calls for Income

  • Why Prioritize Preferreds

  • Make Room for CLOs

Agenda

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Speakers

Doug Baker, CFA - Head of Preferred Securities Sector Team, Portfolio Manager, Nuveen

Doug Baker, CFA

Head of Preferred Securities Sector Team, Portfolio Manager

Nuveen

Joseph Bozoyan, CFA - Portfolio Manager, Manulife Investment Management

Joseph Bozoyan, CFA

Portfolio Manager

Manulife Investment Management

Michael T. Buckius, CFA - CEO, CIO and Portfolio Manager, Gateway Investment Advisers, LLC

Michael T. Buckius, CFA

CEO, CIO and Portfolio Manager

Gateway Investment Advisers, LLC

Kirsten Chang - Senior Industry Analyst, TMX VettaFi

Kirsten Chang

Senior Industry Analyst

TMX VettaFi

Craig Ebeling, CIMA® - Vice President, ETF Strategist , Fidelity Investments®

Craig Ebeling, CIMA®

Vice President, ETF Strategist

Fidelity Investments®

Kevin Flanagan - Head of Fixed Income Strategy, WisdomTree

Kevin Flanagan

Head of Fixed Income Strategy

WisdomTree

Danielle Gilbert - Managing Director, Eldridge

Danielle Gilbert

Managing Director

Eldridge

Roxanna Islam, CFA, CAIA  - Head of Sector & Industry Research, TMX VettaFi

Roxanna Islam, CFA, CAIA

Head of Sector & Industry Research

TMX VettaFi

Brian Leach - EVP, Head of ETF Product and Credit Product Strategy, PIMCO

Brian Leach

EVP, Head of ETF Product and Credit Product Strategy

PIMCO

Cinthia Murphy - Investment Strategist, TMX VettaFi

Cinthia Murphy

Investment Strategist

TMX VettaFi

Wesly Pate, CFA - Senior Portfolio Manager, Income Research + Management

Wesly Pate, CFA

Senior Portfolio Manager

Income Research + Management

Taylor Ranney  - Senior Vice President, REX Shares

Taylor Ranney

Senior Vice President

REX Shares

Todd Rosenbluth - Head of Research, TMX VettaFi

Todd Rosenbluth

Head of Research

TMX VettaFi

Sponsors

Income Investment Strategy Symposium

Income is evolving, is your portfolio?
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