WEBCASTS
New Year, New Markets: The Case for Preferred Securities
As markets continue to process results of the 2020 election and its potential impacts on regulation and policy, one thing is certain: the zero interest rate environment isn't likely to go away anytime soon. As yield-starved investors face dwindling opportunities in bonds, financial professionals need to find more attractive income-generating opportunities with acceptable levels of risk.
Enter preferred securities.
In this upcoming one-hour webcast, Principal Global Investors and ETF Trends will outline the potential benefits of including preferred securities into a diversified income-focused portfolio.

SUMMARY
Join Dave Nadig, CIO of ETF Trends and ETF Database, as he moderates a discussion on:
- How preferred securities are different, and why that's good
- Why preferred securities are the perfect playing field for active managers
- A timely implementation strategy that can boost income while managing risks
- Details of Spectrum Asset Management's investment strategy
NOT 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

Mark Lieb
Founder, President and Chief Executive OfficerSpectrum Asset Management

Jessica Bush, CFA
Portfolio ManagerPrincipal Global Asset Allocation

Matthew Cohen
Head of ETF Specialist TeamPrincipal Global Investors

Dave Nadig
CIO, Director of ResearchETF Trends and ETF Database
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Important Disclosures
© 2021 Principal Financial Services, Inc.
Principal, Principal and symbol design, and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.
Principal Funds Distributor, Inc., a member of FINRA.
For financial professional or institutional consultant use only. Not for general public use
MM11921 | 01/2021 | 1489767-042021