Rethinking fixed income allocations in today’s market – Nuveen – 10.24.24

Rethinking fixed income allocations in today's market - Nuveen - 10.24.24

Overview:
Title: Rethinking fixed income allocations in today’s market
Date: Thursday, October 24, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

As the Fed shifts to cutting interest rates and economic forecasts indicate slower but still-healthy growth, we believe it’s a prime opportunity for investors to reassess their fixed income strategy.

We invite you to join our interactive presentation, where our speakers will discuss how clients can optimize their portfolio strategy by adjusting fixed income allocations for current market conditions.

Accepted for 1 CFP® / IWI / CFA CE Credit

Speakers:
Michael Meehan, CFA Michael Meehan, CFA® Managing Director, Portfolio Strategist Nuveen

Mike has over a decade of experience building multi-asset portfolios across public and private markets. As a senior member of Nuveen’s Portfolio Strategy and Solutions team, he develops and delivers custom analytics, thought leadership and portfolio construction views to investment advisors and their clients.

Prior to joining Nuveen, Mike was a Portfolio Strategist at BlackRock serving family offices and RIA’s. Also at BlackRock, Mike developed allocation tools and frameworks for clients, especially relating to alternatives. Previously, he was a member of the investment strategy team at Hirtle, Callaghan, & Co – a large OCIO – and was awarded a Fulbright Scholarship to study economics at the German Institute for Economic Research.

Mike graduated with a B.S. from Fairfield University. He holds the Chartered Financial Analyst® designation and is a member of CFA Societies of New York and Philadelphia.
Brendan Burke, CFA Brendan Burke, CFA® ETF Specialist Nuveen

Brendan is an ETF Specialist for Nuveen covering the East Coast. Brendan joined Nuveen in 2024.

Before joining Nuveen, Brendan worked for State Street Global Advisors for 8 years representing their ETF lineup. In his latest role, he was a VP, Regional Consultant, based in Charlotte, NC focused on growing the SPDR ETF lineup in NC, SC, and Southern VA. Prior to that, he covered New England for the SPDR ETFs. His focus has been on Wire house firms and Independent broker dealers.

Brendan graduated from Amherst College in Amherst, MA with a degree in Political Science. Brendant holds the Series 7 and 63 registrations as well as the Chartered Financial Analyst® designation.
This complimentary webcast is for financial professionals only and is closed to the public.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

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