The Fixed Income Panel Discussion – What To Do In a Low Rate Environment
The discussion will be centered on the “brave new world” of fixed income investing, where Central Banks now have their fingers in the cookie jar and monetary policy seems to have expanded beyond the typical mandates of full employment and stable inflation.
- Where are the opportunities in today’s fixed income markets?
- Is inflation going to be transitory?
- Have central banks embraced MMT?
- Are all fixed income markets “Turning Japanese”?
- Can central banks ever “normalize” monetary policy?
Event Recording
What To Do In a Low Rate Environment
Speakers
Paul Nolte, CFA
- Title
- Sr VP - Portfolio Manager Kingsview Investment Management @
- Company
- Kingsview Investment Management
- Role
- Moderator
Paul has been in the investment field since 1986, starting as an independent RIA before moving to National City and Bank One. At those banks, he was a lead portfolio manager in charge of portfolio managers of various regions of the Bank’s footprint. While at Bank One, Paul not only was responsible for the private client group in Texas and Oklahoma but also worked with the research group in putting together the investment models used by the entire bank.
After leaving Bank One, Paul returned to the RIA business and began working with various boutique investment firms, most recently Kingsview Asset Management in Chicago. As Sr. VP and member of their investment committee, he is responsible for both proprietary investment products within the firm and reviews investments for their advisory staff.
He is a frequent contributor to Bloomberg, WBBM & WGN radio stations as well as quoted in the Chicago Tribune, Barron’s, Reuters, Marketwatch, or TheStreet.com.
Steven Groslin
- Title
- Partner, Senior Portfolio Manager @
- Company
- ASG CAPITAL
- Role
- Panelist
Steven Groslin Joined ASG Capital in January 2014. Prior to this, Steven spent over thirteen years trading Fixed Income for the Natixis Group in Paris. Before joining Natixis Steven worked for six years in Fixed Income lending in Paris and five years in Retail Banking in France and the UK.
Steven Groslin has a Bachelor Degree in European Accounting and Finance from Leeds Metropolitan University (UK) and LeHavre/Caen Business School (France).
Erik Herzfeld
- Title
- President and Portfolio Manager @
- Company
- Thomas J. Herzfeld Advisors, Inc.
- Role
- Panelist
- Johns Hopkins, B.A. in Economics, concentration in Applied Mathematics
- MIT Sloan School of Management, S.M., Financial Engineering
Erik Herzfeld is President and Portfolio Manager at the firm. Prior to joining the firm, Erik had a decade of experience in Wall Street within the equity and foreign exchange/currency derivatives markets in New York and Asia. He served in quantitative research, trading and management roles with both Lehman Brothers and J.P. Morgan. He headed J.P. Morgan's Specialized Risk Trading (SRT) group which managed a $200 billion derivatives book out of Singapore. Erik is the creator of the Bloomberg-JP Morgan Asia Currency Index "ADXY" (FX basket). He is fluent in Japanese. His Master's thesis at MIT, "Static Replication of Interest Rate Contingent Claims," was supervised by thesis advisor Professor Andrew Lo. Erik began his career in the investment industry in 1998, and holds FINRA Series 66.
Arun Kaul, CFA
- Title
- President, CIO @
- Company
- Boutique CIO
- Role
- Panelist
Arun brings over 25 years of industry experience, He was previously Chief Investment Strategist at Chicago based Mainstreet Advisors, a unit of Fifth Third Bank which managed near $4B in assets. President and CIO of a Boca Raton based $2B manager of managers platform as well as a Principal and co-CIO of Hillsdale Investment Management, Arun has extensive experience managing equity, long/short equity and multi strategy portfolios and has been a frequent conference speaker and featured writer in various publications.
About
ASG CAPITAL
ASG Capital is a Registered Investment Advisor in the State of Florida. Special focus is placed on Preferred Securities, Junior/Senior Subordinated Debt, Hybrid Securities, Contingent Convertible Bonds of Investment Grade Issuers. ASG’s Team Objective is to achieve Risk Adjusted Income Returns that are higher than Static Bond Portfolios.
Kingsview Investment Management
We provide a complete suite of financial planning and asset management services to clients around the country. KIM is responsible for creating, investing, monitoring various investment strategies for use by advisors in and outside of KIM.
Thomas J. Herzfeld Advisors, Inc.
Founded in 1984, Thomas J. Herzfeld Advisors, Inc. is a boutique alternative investment firm focused exclusively on the closed-end fund market. As an industry thought leader across four decades, the firm is a recognized expert of the closed-end fund investment universe and has deep relationships with industry participants. The firm seeks to capitalize on unique investment opportunities that are generally overlooked by other investors, with a primary focus on capital preservation and quality of return.
Boutique CIO
Boutique CIO delivers custom investment solutions to advisors, family office, and money managers. Services are integrated across our key verticals and provide efficient and cost effective solutions to the wealth management industry.