Merganser’s Deputy CIO and Portfolio Manager, Todd Copenhaver, CFA will be a panelist in the discussion “Opportunities in the Fixed Income Space” at the 35th FRA Sub-Advised Funds Forum April 8th in NYC. He will be accompanied by Rob Balkema, CFA of Russell Investments, Sari Mayer of Global Credit Advisors, LLC and Jeremy Burton of […]

Navigating Volatility in the Interest Rate Markets with Merganser Capital Management’s Andy Smock Air Date: December 5, 2023 On  “The Weighing Machine” podcast, featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, Orion cuts through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals.

Conference Agenda Item 3:45-4:45- Concurrent Sessions 106-Optimizing Your Fixed Income Portfolio While Minimizing Reinvestment Risk Asset Management The Federal Reserve raised interest rates by 425 bps in 2022, to a range of 4.25% to 4.50%. This was one of the most aggressive starts to a tightening cycle in the last 40 years and the Fed

Todd Copenhaver, CFA, Deputy CIO, was a panelist discussing “OCIO – Filling the Need for Foundations, Endowments, and Pension Plans  

What is your outlook for fixed-income investing? After a historically difficult 2022, the prospects for investment-grade fixed-income look much more balanced. The rise in interest rates has brought more income potential to the table than we have seen in quite some time. While we expect rates to remain volatile, we see the asset class providing