Cross-Asset Playbook to Help Solve Today’s Portfolio Puzzle – State Street Global Advisors – 3.13.25

Summary:

On Demand CE
Today’s markets are anything but predictable. With uncertainty around rates, sticky inflation, and the impact of tariffs – where should investors turn? Join experts from State Street Global Advisors and DoubleLine Capital for a timely discussion on:

• Rate uncertainty and inflation and their impact on market expectations
• Anticipated effects from tariffs and new trade policy on portfolios
• Multi-asset opportunities across stocks, bonds, commodities and alternatives to help balance risks

Accepted for 1 CFP / IWI / CFA CE Credit

Not able to attend? Register now and you’ll receive replay information by email when available.

Speakers:

As DoubleLine’s Deputy Chief Investment Officer, Jeffrey Sherman oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies. Mr. Sherman is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. He can be heard regularly on his podcast “The Sherman Show” (Twitter @ShermanShowPod, ShermanShow@Doubleline.com) where he interviews distinguished guests, giving listeners insight into DoubleLine’s current views. In 2018, Money Management Executive named Jeffrey Sherman as one of “10 Fund Managers to Watch” in its yearly special report. Prior to joining DoubleLine in 2009, Mr. Sherman was a Senior Vice President at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. He was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. Mr. Sherman taught Quantitative Methods for Level I candidates in the CFA LA/USC Review Program for many years. He holds a B.S. in Applied Mathematics from the University of the Pacific and an M.S. in Financial Engineering from the Claremont Graduate University. Mr. Sherman is a CFA charterholder.

Matthew is a Managing Director at State Street Global Advisors and Head of SPDR^® Americas Research. He manages a team responsible for the product research and analysis of SPDR ETFs, and the development of market outlooks, investment themes, and portfolio implementation ideas to help clients understand the market landscape and achieve their desired investment outcomes.

Matthew graduated from Northeastern University with a BS in Economics and earned his MBA at Northeastern with concentrations in Investment Analytics and Corporate Finance. He has earned the Chartered Financial Analysts designation and is a member of the CFA Institute and the Boston Security Analysts Society. He also holds the FINRA Series 7, 24, 63 licenses.

Allison Bonds Mazza is a Senior Managing Director of State Street Global Advisors, the fourth largest asset manager in the world, and Head of Intermediary Distribution. In this role, Allison is responsible for defining and leading SSGA’s distribution strategy, including management of the external, internal and hybrid sales teams, as well as the national accounts and home office research teams, across all intermediary and direct retail channels. She is a member of the SSGA Executive Management Group and the State Street Operating Group.

Prior to her current role, Allison was the Head of Private Wealth Management and Independent Wealth Management, leading the sales and national accounts teams across the wirehouse, regional broker dealer, independent broker dealer, private bank and RIA channels. Previously, she served in a succession of increasingly senior leadership roles, beginning with Private Wealth Regional Director, Western Divisional Director for the Independent Wealth Management Channel and finally Head of the Private Wealth Management Channel. She joined SSGA in 2008 as a Regional Consultant in Southern California.

Before joining State Street Global Advisors, Allison spent eight years with Prudential Investments where she held a number of client-facing positions, most recently Senior Vice President and Western Divisional Sales Manager for PGIM mutual funds and separately managed accounts (SMAs).

Allison is a graduate of Cornell University, where she received a B.S. in marketing. She has earned the Certified Investment Management Analyst (CIMA^®) designation as well as the Certified Private Wealth Advisor (CPWA^®) designation. Allison is a founding member of the Southern California Chapter of Women in ETFs and maintains her FINRA series 7, 66, 9, 10 and 24 licenses.