News & Appearances

Speaking Panel at Conference: 35th FRA Sub-Advised Funds Forum – April 8-9 | NYC

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...
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Orion’s “The Weighing Machine” Podcast – Navigating Volatility in the Interest Rate Markets with Merganser’s Andy Smock

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,...
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Speaking Panel at Conference: New England AFP / Andy Smock

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...
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Speaking Panel at Conference: 34th FRA Sub-Advised Funds Forum

Todd Copenhaver, CFA, Deputy CIO, was a panelist discussing “OCIO – Filling the Need for Foundations, Endowments, and Pension Plans Great few days in New York...
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Trends Watch: Fixed-Income Investing

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...
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