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Best of 2020: Figuring Out Fixed Income

Thu, Nov 5, 2020 · 12:30 PM · Eastern Time (US & Canada)
About This Webinar

Fixed income investments remain valuable for defined benefit (DB) plans and defined contribution (DC) retirement plan participants, but with a “new normal” of lower interest rates and increasing longevity, new vehicles may need to be considered. Learn which fixed income strategies are recommended to improve returns and how to incorporate them into retirement plans.

Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter John M
Managing Editor, PLANADVISER.com
Webinar hosting presenter Alison Cooke M
Executive Director, ISS Media
Webinar hosting presenter Rebecca M
Managing Editor Digital, PLANSPONSOR.com
Webinar hosting presenter Judy H
Managing Editor Print, PLANADVISER.com
Webinar hosting presenter
Senior Vice President, Defined Contribution Solutions, Heitman
Tripp is a Senior Vice President, Defined Contribution Solutions in Heitman’s Client Service & Marketing group. In this role, he is responsible for supporting the firm’s initiatives across its full suite of real estate investment strategies within the defined contribution channel including consulting firms, OCIO providers, and other financial intermediaries. Tripp will work with firm leadership to offer Heitman’s real estate investment products and solutions to DC plans in order to help plan sponsors and their participants achieve their investments goals. Prior to joining Heitman, Tripp was a Senior Vice President at PIMCO, where he focused on the defined contribution investment only (DCIO) and insurance sub-advisory marketplaces. Previously, he was Senior Vice President, Head of Retirement Strategic Accounts at BNY Mellon Investment Management. Earlier in his career, Trip held a variety of client service and marketing roles with Fidelity Investments. Tripp received a BA from Boston College and an MBA from the F.W. Olin Graduate School of Business at Babson College.
Webinar hosting presenter
Vice President, Investment Services, Cammack Retirement Group
As a member of Cammack Retirement Group’s Investment Committee, Tracey manages the investment due diligence process for our clients’ retirement plans. Tracey is also responsible for creating all of the quarterly commentary and theme charts and plays an important role in our thought leadership efforts by producing our weekly Market Moves​ update and our popular newsletter feature, the Chart of the Month​. Tracey has more than 25 years of investment experience, having previously served as both Vice President, Senior Analyst, and as a Senior Global Fixed Income and Currency Trader at two large investment management firms. Tracey also founded and managed two businesses of her own. Tracey received a bachelor’s degree from the State University of New York at Buffalo.
Documents
PDF
Speaker_Bios_-_Day_2_-_Figuring_Out_Fixed_Income.pdf
PDF
Introduction-to-Heitman_Product-Summary_US.pdf
PDF
RISR_Product-Summary_US.pdf
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