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"MEET THE MANAGER" WEBINAR SERIES

As global investment advisors, we work with a variety of managers in our portfolio construction process. Therefore, we are excited to announce the launch of our new "Meet the Manager" webinar series, with the goal of introducing you to the various portfolio managers and funds we partner with.

The third webinar in the series took place on Tuesday, April 13 at 10am CT and introduced the experts at Western Asset, discussing investing in municipal bond funds. Municipal bonds showed their resilience and importance even in a year like 2020. Often sought after by income-oriented investors in high income tax brackets, municipal bonds provide the potential to reduce federal and possibly state income tax bills. This asset class has continued to grow and expand over the years, providing interesting opportunities across credit quality and the diverse municipal market sectors.

Join us in a discussion with Western Asset, one of the top global fixed income Asset Managers, to discuss the current macro environment of municipalities, the bond market, and Western Asset’s Investment Grade Municipal strategies. Video replay coming soon!

REGISTER HERE

When: Tuesday, April 13 at 10am CT
Who: Western Asset and Intercontinental Wealth Advisors
What: Webinar on Municipal Bond Portfolios
Registration required to attend webinar


Webinar Panelists:
Intercontinental Wealth Advisors
Alfredo La Rosa, CFA, Chief Investment Officer
Juan Pablo Villamarin, CFA, CAIA, Senior Research Manager

Western Asset
William L. Mitchell, Client Service Executive
Barbara J. Ferguson, Portfolio Manager

Make sure to mark your calendars for the next webinar in our "Meet the Manager" series - more info coming soon:

  • Tuesday, May 11 at 9am CT with MSD Capital on The World of Private Credit

Watch previous webinars in the series at the links below:

Harding Loevner on International Equity - February 24

BAILLIE GIFFORD ON U.S. GROWTH INVESTING - MARCH 17

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