With the results in from the U.S. election and key central bank decisions looming, concerns around volatility and fixed-income markets are increasing – is your portfolio ready for what’s to come?
What if there was a way to harness that volatility in fixed-income investing and take advantage of it?
Join Global X’s Chris McHaney and Vern Roberts for our next webinar as they discuss navigating the fixed-income yield curve with choice and options, and how to potentially generate income in today’s environment. Continuing education (CE) credits are expected to be available to advisors for this webinar.
Date: Tuesday, November 12, 2024
Time: 2 pm – 2.30 pm E.S.T.
Title: Harnessing Volatility in Fixed Income: Key Themes & Approaches
Speakers: Chris McHaney, EVP, Head of Investment Management and Strategy and Vern Roberts, Vice President and Associate Portfolio Manager, Investment Management (Global X)
About the Speakers
Chris McHaney, CFA®
EVP, Head of Investment Management & Strategy, Global X Investments Canada Inc.
Chris is an experienced investment professional with a deep understanding of the ETF industry and ecosystem in Canada, with more than twenty years of experience covering portfolio management, investment strategy and policy, product development, and sales. Prior to joining Global X, he served as BMO Global Asset Management’s Director, Portfolio Manager, where he oversaw the management of both passive and active strategies, derivative overlays, foreign exchange exposures and cross-asset portfolios. Chris holds an Honors Business Administration degree from York University’s Schulich School of Business and is a CFA charterholder.
Vern Roberts, CFA®, CMT®, MBA
Vice President and Associate Portfolio Manager, Investment Management, Global X Investments Canada Inc.
Vern oversees all physical, option overlay strategies at Global X and has been with the firm since 2022. He has over 15 years of experience in global capital markets working in previous roles such as Equity and Derivatives trader at Merrill Lynch, and Equity Sales at TD Securities. He specializes in utilizing active quantitative strategies of derivative-based ETF portfolios. Mr. Roberts graduated from the University of Oxford with a Master of Business Administration focusing on Finance and holds the Chartered Financial Analyst (CFA®) designation and the Chartered Market Technician (CMT®) designation.