Portfolio Solutions for Rising Rates – WisdomTree Asset Management – 9.13.18

Summary:

Now On Demand.

With much talk of The Fed raising rates again, advisors are turning to floating rate bond opportunities that rise or fall with changing rates. Although U.S. rates have risen in 2018, they remain historically low, keeping potential rate-risk in the forefront of investing decisions. Join us for this in-depth discussion that will cover:

• Fixed income solutions for varying rate landscapes
• Uncovering yield and reducing rate risk from portfolios
• Equity portfolio tilts for rising rates

Speakers:

As part of WisdomTree’s Investment Strategy group, Kevin serves as Senior Fixed Income Strategist. In this role, he contributes to the asset allocation team, writes fixed income-related content and travels with the sales team, conducting client-facing meetings and providing expertise on WisdomTree’s existing and future bond ETFs. In addition, Kevin works closely with the fixed income team. Prior to joining WisdomTree, Kevin spent 30 years at Morgan Stanley, where he was most recently a Managing Director. He was responsible for tactical and strategic recommendations and created asset allocation models for fixed income securities. He was a contributor to the Morgan Stanley Wealth Management Global Investment Committee, primary author of Morgan Stanley Wealth Management’s monthly and weekly fixed income publications, and collaborated with the firm’s Research and Consulting Group Divisions to build ETF and fund manager asset allocation models. Kevin has an MBA from Pace University’s Lubin Graduate School of Business, and a B.S. in Finance from Fairfield University.

Kevin Flanagan is a registered representative of Foreside Fund Services, LLC.

Joseph Tenaglia joined WisdomTree as Asset Allocation Strategist in July 2016. As a member of the asset allocation team, he is responsible for building model portfolios and creating custom solutions for portfolio managers and advisors. He is also a member of the committee managing the firm’s ETF model portfolios and helps shape and communicate WisdomTree’s thoughts on the markets. Within the Investment Strategy group, Joseph maintains a particular focus on emerging markets. Prior to joining WisdomTree, Joseph worked at Emerging Global Advisors as an Emerging Markets Portfolio Specialist, where he sat on the firm’s Investment Strategy team, oversaw capital markets, and maintained relationships with client home office research and due diligence teams. He started his career at BNY Mellon. Joseph graduated in 2009 from Boston College. Joseph is a holder of the Chartered Financial Analyst designation.

Joseph Tenaglia is a registered representative of Foreside Fund Services, LLC.