Reimagining Fixed Income – Preferred Securities – North Square – 8.15.22

Overview:
Title: Reimagining Fixed Income – Preferred Securities
Date: Monday, August 15, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Investors are on a quest to enhance yields in their portfolio without adding significant risk. Preferred securities provide investors with an opportunity to improve overall portfolio performance without taking undue risk. Preferreds fall into the middle of the capital structure. This “middle ground” often leads to misconceptions and inefficiencies for those not actively involved in the market. It is these inefficiencies that have led us to believe that the preferred market can provide opportunities for both attractive income and total return strategies.

Please join us in reimagining your clients fixed income allocations with preferred securities.

Speakers:
John L. Cassady III, CFA John L. Cassady III, CFA Managing Partner, Chief Executive Officer and Chief Investment Officer Red Cedar Investment Management

John L. Cassady III is Managing Partner, Chief Executive Officer and Chief Investment Officer for Red Cedar Investment Management. He started in the industry in 1987 and joined Red Cedar in 2018. Prior to that, he was an investment professional for ClearArc Capital where he served in varying roles from 2001- 2018, including Director of Fixed Income and Senior Portfolio Manager. While at ClearArc Capital, Mr. Cassady managed Core Fixed Income, Core Plus Fixed Income, Asset Allocation and a multi-sector low correlation strategy. Before joining ClearArc Capital, he held a similar position at Lyon Street Asset Management, a subsidiary of Old Kent Bank, which was acquired by Fifth Third Bank (an affiliated company of ClearArc Capital). Previously, he was a fixed income Portfolio Manager at Atlantic Portfolio Analytics & Management (APAM) which has since been acquired by Semper Capital Management. He is a CFA® charterholder and member of the CFA Society West Michigan. Mr. Cassady graduated from Georgia Institute of Technology with a B.S. in Industrial Management.
Brandon F. Bajema, CFA, CPA Brandon F. Bajema, CFA, CPA Senior Portfolio Manager Red Cedar Investment Management

Brandon F. Bajema is a Senior Portfolio Manager at Red Cedar Investment Management. He started in the industry in 2003 and joined Red Cedar in 2021. Previously, Mr. Bajema was a Portfolio Manager in the Fixed Income & Treasury Department with the Abu Dhabi Investment Authority (ADIA) where he managed a multi-currency global credit portfolio from the United Arab Emirates. Before joining (ADIA), Brandon was a Director at Fitch Ratings in the Financial Institutions Group where he covered banks, asset managers and finance companies. Prior to that, he was an Audit Manager at BDO, USA where he focused on banks and insurance companies. Mr. Bajema is a CPA and a CFA® charterholder. He has a B.S. in Economics and a Masters of Science in Accounting from Grand Valley State University.
David L. Withrow, CFA David L. Withrow, CFA Managing Partner, Director of Portfolio Management Red Cedar Investment Management

David L. Withrow is Managing Partner, Director of Portfolio Management for Red Cedar Investment Management. He started in the industry in 1988 and joined Red Cedar in 2018. Previously, Mr. Withrow served as the President, Deputy Chief Investment Officer, and Director of Taxable Fixed Income for ClearArc Capital. Prior to joining ClearArc Capital, he served in a Portfolio Management role beginning in 1999 for Fifth Third Bank Investment Advisors (an affiliated company). Before joining Fifth Third Bank Investment Advisors, he was a Portfolio Manager and Structured Product Analyst for Prime Capital Management in Indianapolis. He is a member of the Cincinnati Society of Financial Analysts. Mr. Withrow graduated from Anderson University with a B.A. in Economics and is a CFA® charterholder.