Date & Time
September 29, 2021
2:00 PM ET
About This Event
High net worth investors are increasingly demanding ESG solutions from their financial advisors. But how do you fill that need when it comes to the fixed income side of the portfolio? In this comprehensive 1-hour webinar, we’ll explore why an active approach to sustainable investing may be the key to escaping the broad-brush approach of just chasing “green bonds.” The fixed income experts at MacKay Shields, sub-advisor for several IndexIQ ETFs, and ETF Trends will explore the current marketplace, what investors should be looking for from their external fixed income managers, and ways in which asset managers can add value. Dave Nadig, CIO of ETF Trends and ETF Database, will moderate the discussion.
TOPICS TO BE DISCUSSED
Accepted for one hour of CFP/CIMA CE Credit for live and on-demand attendees.
Alexandra is a Managing Director in the Global Fixed Income Team at MacKay Shields. She has served as the Portfolio Manager of the IQ MacKay ESG Core Plus Bond ETF since inception. She services as a portfolio manager on the Investment Grade Credit strategies and on several index products.
Alexandra joined the firm in 2015. Previously, she spent seven years at Vanguard as a Manager on the Taxable Money Market Desk and as Head of Corporate Credit Risk for Vanguard’s fixed income index funds. She has worked in the financial services industry since 2008.
Alexandra earned a B.A. from Haverford College and an M.B.A. in Finance from NYU’s Stern School of Business.
Janelle is President of MacKay Shields LLC. She partners with the Chairman and Chief Executive Officer to oversee the firm’s autonomous investment teams, as well as partners with the Head of Global Distribution to further address growing demand for custom investment solutions. Additionally, she sits on the Senior Leadership Team and leads the firm’s Diversity and Inclusion initiatives.
Janelle joined the firm in 2020. Previously, she worked at BMO Global Asset Management, where she served as Global Head of Fixed Income. She also served as President and Portfolio Manager of Taplin, Canida & Habacht, LLC (TCH), an independently regulated subsidiary of BMO focused on fixed income strategies and was executive sponsor and advocate for diversity and inclusion initiatives within BMO and across the financial services industry. She has worked in the financial services industry since 2001.
Janelle earned a B.S. in business systems from Taylor University and an M.B.A. from Kellogg School of Management of Northwestern University.
Chartered Financial Analyst (CFA)
Active management is the use of a human element, such as a single manager, co-managers or a team of managers, to actively manage a fund’s portfolio. Active management strategies typically have higher fees than passive management.
A green bond is a type of fixed-income instrument that is specifically earmarked to raise money for climate and environmental projects.
MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company.
Dave Nadig, ETF Trends and ETF Database are not affiliated with New York Life Insurance Company or its subsidiaries.
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.