Your chapter may not be currently holding online events, but there's no reason why you can't hop on board any of the webinars being hosted by our chapter!
Austin / San Antonio AAII cordially invites you to attend our February program:
Tuesday, February 20th, 2024 at 7pm CST
Registration is free and open to all AAII members.
https://us02web.zoom.us/webinar/register/WN_bIKnu2M7QwiMRuho2hA7IQ
Bond Strategies for Every Scenario: Recession, Soft Landing and Anything Else
The volatility of the past two years has set the stage for bonds to offer greater downside cushion and improved return potential ahead. Explore how to position in the current environment and how to effectively adjust your fixed-income exposure to any future scenario.
What you will learn
- Explore various ways you can take advantage of today's higher bond yields and attractive return potential.
- Dive into metrics that offer great insight into the fixed-income markets, including the changing shape of the yield curve and high yield bond spreads.
- Decode the Economy and Central Banks. While the whole world seems to be bracing for a soft landing, what if we are surprised by a recession? What happens if the Fed holds steady (or even cuts interest rates?).
- Discuss the merits of our view that it is prime time for bonds and debate where the opportunities are in today's markets by quality and term (length to maturity).
- Learn a dynamic and benchmark-agnostic to fixed-income to achieve defensive capital preservation as well as positive total return.
Speaker Biography
Terri Spath, CFA, CFP ®, is the Founder and Chief Investment Officer of Zuma Wealth, LLC. Her tenure as an investor spans a quarter-century earning top performance marks stewarding billions of dollars at some of the largest investment shops, including Franklin Templeton Investments and Mercer Advisors. She brings the expertise that comes with managing money through the late 90s tech boom and bust, the 2007 recession, and the longest bull market on record that ran from 2009 to 2020.
A renowned expert, Terri is a regular guest on CNBC and Bloomberg TV, and a sought-after industry speaker. She was named a "Top 10 Inspiring Women of 2022" by Industry Era Magazine and was shortlisted by the Women in Asset Management awards in 2019. Terri has been interviewed and quoted in hundreds of publications and lauded for making complex concepts simple.
Terri's years of real-world expertise are rooted in a suite of top financial credentials: the CFA charter, the CFP® certification, an MBA in Finance from Columbia University, and an AB in Economics with Honors from the University of Michigan.
Tuesday, February 20th, 2024 at 7pm CST
Registration is free and open to all AAII members.
https://us02web.zoom.us/webinar/register/WN_bIKnu2M7QwiMRuho2hA7IQ
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ROBERT LUEDTKE
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