Overview: |
Title: Point of Inflection: Economic data, rate cuts and the outlook for Municipal Fixed Income |
Date: Wednesday, October 9, 2024 |
Time: 1:00 PM Eastern Daylight Time |
Duration: 1 hour |
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Summary: |
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Get a timely and actionable overview of what is happening with municipal bonds and the markets. As the Federal Reserve has swiftly pivoted from higher for longer to forecasting one of the most aggressive rate cutting cycles in history, the municipal bond market is presenting investors with diverse investment opportunities. Please join us for this live, moderated presentation as CEO and Portfolio Manager, Andrew Clinton will discuss a changing interest rate environment and managing fixed income for your clients. We will provide an overview of what initiated such a course correction in Fed policy, address investors exposure to money market funds and what the rate environment means for Municipal Bond Investing.
Accepted for 1 CFP® / IWI / CFA CE Credit |
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Speaker: |
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Andrew is CEO and Founder of Clinton Investment Management, LLC. He is responsible for municipal bond portfolio oversight and construction as well as investment strategy setting. Prior to founding CIM, Andrew began his career in 1993 building and managing UBS Global Asset Management’s* separately managed municipal investment capabilities. In his role as Senior PM with UBS, Andrew was responsible for the management and oversight of all separately managed municipal accounts and the SMAr*T Series M Fund. His assets under management totaled over $4.5 billion. His mandate included managing portfolios for high-net-worth, ultra-high-net-worth, and institutional clients. Andrew’s responsibilities included credit selection, buy/sell decisions, average weighted maturity selection, sector allocations, and security selection.
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MM202510-310474