CutterCast: Municipal Bond Portfolio Management: Unique Challenges
Feb 27 Thu · 2020 10:30am - 11:30am EST
Where:

Virtual

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Event Summary

Municipal bonds are inherently different from other fixed income asset types and require specialized trading practices, security analysis, and analytic data. In this CutterCast, member panelists share their hands-on experience with analyzing, trading, and processing municipal bonds, including the unique challenges and potential solutions.

Speakers

Cutter

Andrew Jenkins

Director, Cutter Associates

Tom Phipps

Principal – Practice Lead, Operational Strategy

Mary Storrs

Principal – Head of Strategy
Guests

Ken Salinger, CFA

Vice President and Head of Tax-Exempt Strategies, Charles Schwab investment Management

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.