Diversifying Income – Nuveen – 5.13.24

Summary:

Now On Demand

In today’s uncertain higher for longer rates environment, most asset classes have outperformed money market funds and cash equivalents.

In this webcast, Nuveen will dive into the benefits of diversifying income portfolios, and highlight municipals specifically. With compelling tax-equivalent yields, relatively low credit risk, and opportunities for diversification, municipal bonds are one of the most attractive sectors in fixed income today.

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Katrina 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, she develops and delivers custom analytics, thought leadership and portfolio construction views to investment advisors and their clients. Prior to joining Nuveen, Katrina was a Portfolio Strategist at BlackRock working with wirehouse advisors in major metropolitan areas. She also worked in BlackRock’s separately managed account business, building customized investment solutions for high net worth individuals. Katrina started her career at Deloitte. Katrina graduated with a B.S. from Bucknell University. She holds the Chartered Financial Analyst^® & CPA designations and is a member of CFA Society of New York. GBI-3210363CR-E1123P

Steve is a managing director and portfolio manager at Nuveen. As a member of the High Yield Municipal Portfolio Management Team he is responsible for supporting all High Yield Municipal strategies and is specifically responsible for managing the Enhanced High Yield Municipal Bond, High Yield Municipal Opportunities LP, Municipal Opportunities and Short Duration High Yield Municipal Bond Strategies. He oversees a number of state specific, tax-exempt portfolios including the Kansas Municipal Bond, Louisiana Municipal Bond and Wisconsin Municipal Bond strategies. Steve is also responsible for the tender option bond/inverse floating rate program used by some of the firm’s closed-end and open-end funds.Steve began his career with Nuveen in 2003, also working as a senior analyst responsible for risk management and performance measurement processes, developing yield curve strategies and portfolio optimization techniques.Steve graduated with a B.A. in Finance and Accounting and an M.B.A. in Finance from Miami University. GBI-3210363CR-E1123