With inflation on the rise, many financial professionals are looking to alternative investments to provide strong returns and diversification in order to offset the pressure from today’s market. With such variety of alternative investment strategies, how can financial professionals choose which one is best for their goals?
Join the conversation with TIFIN’s VP of Business Management, Kristen Winther, as she speaks with category experts including: Mike Dowdall, Principal & Chief Investment Officer at Alternative Fund Advisors and Dave Reichart, Client Portfolio Manager for Spectrum Asset Management.
These industry leaders will discuss alternative income and at least two unique strategies that can consider integrating into their portfolios.
Topics covered in this webinar include:
- The rising popularity of alternative income strategies in the modern market;
- Benefits and challenges of supplementing portfolios with alternative income investments; and
- An analysis of alternative income strategies including: preferred securities and private credit interval funds.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Kristen Winther - Moderator
VP, Business Management
Principal, Chief Investment Officer
Alternative Fund Advisors
David L. Reichart, CFA, CAIA
Client Portfolio Manager
Spectrum Asset Management
Spectrum Asset Management, Inc. is an affiliate of Principal Global Investors, Spectrum is a leading manager of institutional and retail preferred securities portfolios.
For Financial Professionals/Institutional use only. May not be used with the public.
MM13463 | 05/2023 | 2890986
Important disclosures from Principal Asset Management and Spectrum:
Past performance is no guarantee of future results.
Fixed-income investment options are subject to interest rate risk, and their value will decline as interest rates rise. Risks of preferred securities differ from risks inherent in other investments. In particular, in a bankruptcy preferred securities are senior to common stock but subordinate to other corporate debt. Contingent capital securities (CoCos) may have substantially greater risk than other securities in times of financial stress. An issuer or regulators decision to write down, write off or convert a CoCo may result in complete loss on an investment.
This material may contain ‘forward-looking’ information that is not purely historical in nature and may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the viewer.
Spectrum Asset Management, Inc. and Principal Funds are part of Principal Financial Group. Principal® , Principal Financial Group®, Principal Asset Management, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services, Inc., a Principal Financial Group company, in various countries around the world and may be used only with the permission of Principal Financial Services, Inc.