Seeking Income? Taking a Scientific Approach to Fixed Income Investing – Harbor Capital – 10.19.21

Overview:
Title: Seeking Income? Taking a Scientific Approach to Fixed Income Investing
Date: Tuesday, October 19, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand. As the lower-for-longer yield environment persists and investors continue to reach further for yield, they face many challenges in the current market environment. This long-lasting dynamic has put strain on many income producing asset classes and traditional strategies.

Hear our distinguished panelists discuss the ins and outs of scientific fixed income investing and how it may help investors achieve their fixed income investing goals.

Speakers:
Sonya Morris, CFA Sonya Morris, CFA Managing Director, Investment Research Team Harbor Capital Advisors, Inc

Sonya Morris is a managing director at Harbor Capital Advisors, Inc. She is a member of the Investment Research team, which is responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Prior to joining Harbor, Sonya was a senior consultant at Morningstar Investment Management, where she managed fund-of-fund portfolios and chaired the team’s fixed-income manager selection committee. She earned a B.A. in Finance and a B.A. in English from the University of Illinois at Urbana-Champaign and an M.A. in English from Northwestern University. Sonya is a CFA® charterholder.
Heather DeGarmo, CFA Heather DeGarmo, CFA Head of Product Strategy BlueCove

Heather joined BlueCove in 2018. Her prior roles include Managing Director in Fixed Income and Multi-Asset Strategies at BlackRock (formerly Barclays Global Investors) from 2010 – 2015. From 2005 – 2009, Heather was Co-Head of Global Credit at BGI, and from 1994 – 2005, she worked at Goldman Sachs, latterly as Executive Director of European Credit Portfolio Management. Heather completed her Masters in Business Administration at the London Business School in 2003 and received her Bachelors in Mathematics and Russian from Dartmouth College in 1992.
G. Spencer Logan, CFA, CAIA, FDP G. Spencer Logan, CFA, CAIA, FDP Director, Investment Specialist Harbor Capital Advisors, Inc

Spencer Logan is an investment specialist at Harbor Capital Advisors, Inc. He is part of the Investment Specialist Team that provides insights on financial markets and serves as a product specialist for Harbor’s investment strategies. Prior to joining Harbor, Spencer was a regional director at Charles Schwab Investment Advisory Inc., where he distributed SMA, ETF and mutual fund solutions to Schwab Advisors. Spencer earned a B.A. of Economics at the University of Arizona and a M.S. of Investment Management and Financial Analysis from the Heider College of Business at Creighton University in Omaha, Nebraska. He holds the Chartered Financial Analyst® (CFA), Charted Alternative Investment Analyst (CAIA) and Financial Data Professional Charter (FDP) designations. Spencer, a member of the CFA® Institute and the CFA® Society Chicago.
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