Keeping track of market developments and what they might mean for you can be a challenging task. Fortunately, Telemus is here to help.
Telemus Chief Investment Officer Matt Dmytryszyn, CFA recently hosted an important webinar to discuss key events affecting bond markets and provide the context you need to make the right decisions for your financial future. Matt was joined by Lyle Fitterer, CFA (Managing Director, Baird Asset Management) and John R. Queen (Portfolio Manager, Capital Group); Lyle and John updated viewers on the latest developments in the bond market and explain what investors should look for going forward. Specifically, they discussed:
Matt Dmytryszyn, CFA is the Chief Investment Officer at Telemus, where he helps develop the investment strategy for the firm and spearheads the research of traditional investment managers and funds. Matt also supports the firm’s asset allocation effort along with researching alternative investment strategies. Prior to joining Telemus, Matt was a Principal with LaSalle Street Capital Management, LLC, where he was involved in equity research and portfolio management for the firm’s large and small cap portfolios. Prior to that, he was a Senior Research Analyst with Russell Investments where he was responsible for manager research on Large Cap Market Oriented managers as well as served as the Chairman of the Direct Investing Research Team. Matt has been published in an Institutional Investor journal as well as quoted in Barron’s and Money Magazine.
ABOUT THE PRESENTER —Lyle Fitterer, CFA
Lyle Fitterer, CFA has 33 years of experience managing fixed income portfolios, with a primary focus on the municipal market. As Managing Director of Baird Asset Management, he plays a lead role in the formulation and implementation of investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. Lyle obtained his undergraduate degree in Accounting from the University of North Dakota. He earned the Chartered Financial Analyst designation in 1996 and is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Lyle served as the co-head of Global Fixed Income and the head of the Municipal Fixed Income team at Wells Fargo Asset Management (WFAM).
ABOUT THE PRESENTER —John R. Queen, CFA
John R. Queen, CFA is a fixed income portfolio manager at Capital Group, where he also serves on the Portfolio Solutions Committee. He has 32 years of investment experience and has been with Capital Group for 20 years. Earlier in his career at Capital, John was a trader and dealer service representative. Prior to joining Capital, he was chief operating officer and chief compliance officer, as well as managing director overseeing bond portfolios at Roxbury Capital Management, an affiliate of Wilmington Trust. Before that, he was managing director at Hotchkis and Wiley. John holds a bachelor’s degree in industrial management from Purdue University and attended the U.S. Military Academy at West Point, where he majored in mechanical engineering. He also holds the Chartered Financial Analyst® designation. John is based in Los Angeles.
Click here for designation requirements
All opinions expressed in this article are for general informational purposes and constitute the judgment of the author(s) as of the date of the report. These opinions are subject to change without notice and are not intended to provide specific advice or recommendations for any individual. The material has been gathered from sources believed to be reliable, however Telemus Capital cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Any reference to an index is included for illustrative purposes only, as an index is not a security in which an investment can be made. Indices are unmanaged vehicles that serve as market indicators and do not account for the deduction of management fees and/or transaction costs generally associated with investable products.
PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.