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LUNCH-AND-LEARN PART III – Income – POSTPONED

May 27 @ 12:00 pm - 1:30 pm

Free
Threading the Investment Needle: Low and Rising Interest Rates

Join Chapter members and guests for Part III of our three-part Lunch-and-Learn series. It’s no secret that generating income in today’s low interest rate environment is not easy and often involves pushing clients into riskier assets that they might not be comfortable with. To make things worse traditional fixed income investments, normally the ballast of a diversified portfolio providing principal protection and the primary source of portfolio income, are vulnerable to rising interest rates. Join us and members of the JPMorgan Capital Markets team to better understand the interest rate environment and investment strategies to help navigate the path forward.

3-part Lunch-and-Learn Series. Short. Smart. Society of FSP

      

Panel of Experts

Joshua Hemmert, Executive Director, is a client portfolio manager in J.P. Morgan Asset Management’s Multi-Asset Solutions team, based in New York. An employee since 2004, Joshua is the lead U.S. client portfolio manager for flexible income-oriented strategies and also spends time on many of the group’s other outcome-oriented portfolios. Prior to his current role, he led the Subadvisory channel and focused on custom multi-asset mandates. Joshua has also worked with a range of other institutional clients in the past, including defined benefit pension plans, endowments and foundations. He started his career with J.P. Morgan working on the implementation of tactical asset allocation across balanced portfolios. In addition to his current role, Joshua serves as JPMorgan Chase’s investment committee representative at The Clearing House.
Gregory Holst, Vice President, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group.  Based in Columbus, Greg is an investment specialist for the U.S. Broad Markets team and is responsible for communicating investment strategy, decisions and performance across various fixed income products to clients, consultants, prospects and internal partners.  An employee since 1997, Greg most recently spent 10 years with JPM’s Funds Management group.  Prior to this he spent several years as an operations liaison for Chase Investment Services Corp. 
Karl G. Krietsch, CIMA, Managing Director, is a Client Advisor for the Mid-Atlantic Territory of JP Morgan’s Institutional Advisor business.  In this role, he manages relationships with leading private wealth advisors, providing insight on J.P. Morgan’s managed account, institutional mutual funds, ETF, alternative investments and wealth management capabilities.  Prior to joining the firm in 2003, Karl worked at Lockwood Financial in several capacities, most recently as Director of High Net Worth Services.  He began his career at Salmon Smith Barney, serving as a Consulting Group Analyst. 

 

Details

Date:
May 27
Time:
12:00 pm - 1:30 pm
Cost:
Free
Event Category:
Website:
https://www.eventbrite.com/e/may-27-lunch-and-learn-part-iii-income-tickets-151574382057

Organizer

National Capital Chapter, Society of FSP
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