Alternative Risk Assets in 2024 — Giving Credit Its Due – Northern Trust Asset Management – 6.21.24

Summary:

Now On Demand

Volatility in equity markets coupled with elevated yields have created an opportunity for investors seeking alternative risk assets. This environment presents an opportunity to consider high yield investing as we believe the current environment is favorable when considering not only the return stream, but the associated volatility of that return. Please join Northern Trust Asset Management’s experts as they cover:

• The current market environment
• How the current regime shift in rates presents opportunities in high yield
• Actionable steps for portfolio implementation

Speakers:

Eric Williams is the Head of Capital Structure at Northern Trust Asset Management. In this capacity, Eric has broad oversight of our actively managed credit platform as well as business management and portfolio management responsibilities. As Head of Capital Structure, Eric serves as the chair of the Credit Strategy Committee and Capital Structure Committee, groups that formulate the fixed income platform’s capital structure asset allocation decisions. Eric is also a voting member in the firm’s Investment Policy Committee, which sets investment policy for all Northern Trust groups in all asset classes. Prior to assuming his responsibilities, Eric managed the Northern Trust High Yield funds. Eric got his start at Northern Trust in the management training program, where he focused on asset management. Eric holds a M.B.A. with a concentration in finance and economics from the University of Chicago Booth School of Business.

Ronit Walny, CFA is the Head of Fixed Income Client Portfolio Management for Northern Trust Asset Management (NTAM), responsible for connecting NTAM’s fixed income solutions to clients across market segments. She formerly was the Head of Fixed Income Product Management at AllianceBernstein and launched the firm’s Investment Innovation Center. Ronit has over two decades of portfolio management, product development, and market making experience spanning the global fixed-income, inflation and commodity markets at firms including PIMCO, Neuberger Berman, Kellogg Capital, MacroMarkets and Northern Trust. She began her career in the eurodollar and bond option trading pits. Ronit holds a BBA in finance from Loyola University Chicago and is a CFA charterholder.