Date: July 19, 2021
Time: 1:00 ET
Duration: 1 hour
About This Event
Resiliency has been a consistent theme for municipal investors both historically and in 2021. With half the year behind us, what lies ahead for investors for the rest of the year? The seasoned experts at MacKay Municipal Managers provide a mid-year update on their 2021 insights, share their perspective on navigating the municipal market, and offer views on the opportunities ahead.
2021 Top 5 Insights
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC® or CPWA® CE Credit for webcast attendees.
David is a Managing Director at MacKay Municipal Managers and Portfolio Manager of the MainStay MacKay municipal bond funds. His primary focus is on the investment-grade and intermediate segments of the municipal market.
David joined the firm in 2009 in his current role. Previously, he was Chief Investment Officer at Financial Guaranty Insurance Company. David was also a Senior Portfolio Manager at Alliance Capital Management and Municipal Strategist at Merrill Lynch & Co. He has worked in the financial services industry since 1989.
David earned a A.B. in Biology from Brown University and an M.B.A. from Columbia University.
Chris joined MacKay Municipal Managers in May 2011 and serves as Senior Client Portfolio Manager and Chief Marketing Officer. Prior to joining, Chris was Senior Director with TIAA-CREF Asset Management focusing on investment product business development through institutions within the academic, medical, and research community. From 1991 to 2006, Chris worked with Merrill Lynch, most recently as Head of National Accounts within the asset management division overseeing business development within the broker-dealer community.
Chris has a B.A. from Rutgers University, is a Certified Investment Management Analyst (CIMA®), and member of Investments & Wealth Institute.
Megha Shrimal joined MacKay Shields in 2018. She is responsible for relationship management and business development initiatives for Institutional clients. Prior to joining the firm, Megha was a Client Service Associate at Western Asset Management covering Legg Mason retail and institutional clients in the Retail/Subadvisory Channel. Prior to Western Asset, Megha was a Senior Investment Consultant at New York Life/MainStay Investments. Megha graduated from Boston University with a degree in Finance and Marketing. She is a FINRA registered representative and has been in the industry since 2011.