A Complete Game Plan: Model Portfolios – Natixis – 6.17.24

Overview:

Title: A Complete Game Plan: Model Portfolios
Date: Monday, June 17, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour
 

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Summary:

Now On Demand

Please join us for “A Complete Game Plan: Model Portfolios” Webcast on June 17. The 60-minute CE-credited event features Natixis Investment Managers Portfolio Manager Jack Janaciewicz and Investment Strategist Brian Hess discussing how to evaluate model portfolios and grow your business in the current macro environment. Learn more about:

  • The right types of models for your clients
  • Model positioning and best ideas: a tactical approach
  • Comprehensive macro update with strategist and model Portfolio Manager Jack Janasiewicz
  • Introduction to the Natixis Risk-Efficient model portfolios

Accepted for 1 CFP® / IWI / CFA CE Credit

 

Speakers:

Jack Janasiewicz, CFAJack Janasiewicz, CFA Portfolio Manager and Lead Portfolio Strategist Natixis Investment Managers Solutions

Jack Janasiewicz is Portfolio Manager and Lead Portfolio Strategist at Natixis Investment Managers Solutions. He is responsible for providing insight and analysis on global economic and capital market themes and their impact on portfolio construction and asset allocation. He has over 20 years of investment experience.

Prior to joining Natixis, Jack was chief strategist at Duet Alternative Investments (USA) Limited, where he assisted in managing an absolute return strategy focused on emerging market investments and also directed research related to asset allocation decisions and security selection. His previous positions include nine years as chief strategist and portfolio manager for long only and long/short global macro products at Macquarie Capital Investment Management LLC, and seven years as a portfolio manager at Deutsche Bank Asset Management.

Jack holds a BA in economics and an MA in economics from Boston University and is a member of the Boston Security Analysts Society.

Brian HessBrian Hess Investment Strategist Natixis Investment Managers

Brian Hess is an Investment Strategist at Natixis Investment Managers representing the firm’s multiasset model business. In this capacity, Brian collaborates closely with the Natixis Investment Managers Solutions portfolio management team and is the product expert on our models business. He is tasked with communicating the team’s macroeconomic and market views with clients and prospects to help drive business strategy and development.

Brian joined Natixis in 2023 with 20 years of industry experience, most recently as Global Markets Fixed Income Strategist for the Loomis, Sayles & Company Full Discretion team. In this role, he partnered with Loomis’macro, sovereign, and credit research teams to perform targeted global macro research, conduct analysis on international bond and currency markets, and generate investment idea recommendations for Full Discretion portfolios’ non-dollar and global sectors. Brian previously served as Senior Research Analyst and Associate Portfolio Manager on the Global Fixed Income Team at Brandywine Global Investment Management. Brian holds a BA in economics and politics from Ursinus College.

FOR FINANCIAL PROFESSIONAL USE ONLY

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

Natixis Distribution, LLC is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.

Natixis Distribution, LLC is located at 888 Boylston Street, Suite 800, Boston, MA 02199.

Natixis Advisors, LLC is one of the independent asset managers affiliated with Natixis Investment Managers.

Natixis Advisors, LLC provides discretionary advisory services through its division Natixis Investment providers, some of which are affiliates of Natixis Investment Managers, LLC.

Natixis Investment Managers and LPL Financial are not affiliated.

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Expires: June 18, 2024