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Episode Host: Patrick McGeever – Corporate Credit Senior Analyst

00:00:36 – Economic Outlook – Marco Bravo, CFA | Senior Portfolio Manager

00:09:55 – Market Outlook – Reed Nuttall, CFA | Chief Investment Officer

00:13:38 – Corporate Credit – Elizabeth Henderson, CFA | Director of Corporate Credit

00:21:57 – Structured Products – Scott Edwards, CFA | Director of Structured Products

00:33:25 – Municipal Market – Gregory Bell, CFA, CPA | Director of Municipal Bonds

00:41:00 – High Yield – Scott Skowronski, CFA | Senior Portfolio Manager

00:47:28 – Convertibles – Tim Senechalle, CFA | Senior Portfolio Manager

For more information and a list of full disclosures please visit https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.

This episode of The Portfolio Fix was recorded on 12-9-2019. Any timely data or views should be considered as of this date unless otherwise specified.

Episode Host: Patrick McGeever – Corporate Credit Senior Analyst
Economic Review Provided By: Marco Bravo, CFA – Senior Portfolio Manager
Retail Sector Outlook Provided By: N. Sebastian Bacchus, CFA – Corporate Credit Senior Analyst

For more information and a list of full disclosures please visit https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.

This is The Portfolio Fix by AAM. The Portfolio Fix is a podcast about financial services. Founded in 1982, Asset Allocation & Management Company, LLC (AAM) is an investment manager exclusively for insurance companies. AAM strives to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes.

This episode of The Portfolio Fix was recorded on 11-26-2019. Any timely data or views should be considered as of this date unless otherwise specified.

Episode Host: Patrick McGeever – Corporate Credit Senior Analyst
Economic Review Provided By: Marco Bravo, CFA – Senior Portfolio Manager
Retail Sector Outlook Provided By: Michael Ashley – Corporate Credit Senior Analyst

For more information and a list of full disclosures please visit https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.

This is The Portfolio Fix by AAM. The Portfolio Fix is a podcast about financial services. Founded in 1982, Asset Allocation & Management Company, LLC (AAM) is an investment manager exclusively for insurance companies. AAM strives to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes.

This episode of The Portfolio Fix was recorded on 11-04-2019. Any timely data or views should be considered as of this date unless otherwise specified.

Episode Host: Patrick McGeever – Corporate Credit Senior Analyst
Economic Review Provided By: Marco Bravo, CFA – Senior Portfolio Manager
Convertible Bond Market Update Provided By:  Dan Weinberg, CFA – Portfolio Manager at Zazove Associates, LLC and by Tim Senechalle, CFA, Senior Portfolio Manager at AAM

For more information and a list of full disclosures please visit https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.

This is The Portfolio Fix by AAM. The Portfolio Fix is a podcast about financial services. Founded in 1982, Asset Allocation & Management Company, LLC (AAM) is an investment manager exclusively for insurance companies. AAM strives to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes.

This episode of The Portfolio Fix was recorded on 10-28-2019. Any timely data or views should be considered as of this date unless otherwise specified.

Episode Host: Patrick McGeever – Corporate Credit Senior Analyst
Economic Review Provided By: Marco Bravo, CFA – Senior Portfolio Manager
CMBS Sector Review & Outlook Provided By: Mohammed Ahmed – Structured Products Analyst

For more information and a list of full disclosures please visit https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.

This is The Portfolio Fix by AAM. The Portfolio Fix is a podcast about financial services. Founded in 1982, Asset Allocation & Management Company, LLC (AAM) is an investment manager exclusively for insurance companies. AAM strives to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes.

This special webinar episode of The Portfolio Fix was recorded on 10-22-2019. Any timely data or views should be considered as of this date unless otherwise specified.

For more information and a list of full disclosures please visit https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.