Staying on Offense with Fixed Income

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Get insight into the current macroeconomic environment and its implications for markets. This informative session will explore why Guggenheim believes the markets’ inflation concerns are overdone, how the Fed’s new framework virtually ensures several years of rates at zero, why investors should own duration and why a strong economy also bodes well for credit. Thoughts on the opening year of the Biden administration and the continuing impact of the COVID-19 pandemic will also be given.

This session is sponsored by

CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, 
CAP® 1 hour CE approved.

The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.

Speakers

Brian Smedley
Senior Managing Director, Head of Macroeconomic and Investment Research
Guggenheim Investments

Mr. Smedley is Head of Macroeconomic and Investment Research at Guggenheim Partners, reporting to the firm’s Global Chief Investment Officer. He leads a team of economists and investment strategists who help to formulate the firm’s macro and asset allocation views and communicate them to internal and external audiences. Their thought leadership publications have been ranked among the industry’s most-read and most- shared by Cogent Reports*.

Prior to joining Guggenheim, Mr. Smedley was Head of U.S. Short Rates Research at Bank of America Merrill Lynch (BAML). In this role, he covered Treasuries, interest rate derivatives and money markets, as well as Fed policy and financial regulation. He was ranked 2nd in the Short Duration Category of the Institutional Investor Fixed Income Research Survey. Mr. Smedley joined BAML in 2010 from the Federal Reserve Bank of New York, where he worked as a senior trader/analyst in the Markets Group responsible for FX, commodities, and buy side relationship management. He began his career at the New York Fed in the Emerging Markets and International Affairs Group, where he was a senior economist covering Latin America.

Mr. Smedley earned bachelor’s degrees in Economics and Finance from Utah State University, where he graduated summa cum laude with honors in Economics. He earned a master’s degree in International Development Studies from The George Washington University. As a graduate student, he worked at the U.S. Treasury Department and the White House Council of Economic Advisers.

Suzanne Siracuse
Founder & CEO
Suzanne Siracuse Consulting

Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy and next gen talent.

Ms. Siracuse is also the Creator and Host of The Big Reveal Podcast Series where she interviews industry thought leaders and influencers on all things wealth management, but with a twist!

Ms. Siracuse is the former CEO and Publisher of InvestmentNews where she oversaw the vision and strategic direction for all their platforms including print, digital, events and research.

Under her leadership, InvestmentNews launched initiatives to support the evolution of the financial advice profession, specifically in the areas of Practice Management, Women’s Leadership, Diversity & Inclusion, Innovation, NextGen and Financial Literacy.

An industry thought leader, she is a sought-after speaker and moderator on topics ranging from investing and leadership to financial literacy and fintech.

Ms. Siracuse is also a founding member of the Invent Elite consulting consortium, which focuses on developing, launching, branding and operationally supporting broad based technology initiatives for financial services firms.

In addition, Ms. Siracuse is on the Board for the Invest in Others Charitable Foundation, is a member of the Council of Ambassadors for the IWI’s Thrive Center for Diversity and Inclusion and is a board member of Savvy Ladies.

In Nov 2020, Ms. Siracuse was recognized by InvestmentNews with the Women to Watch “Trailblazer” award for her commitment to DEI initiatives within the financial services industry.

Ms. Siracuse is an active volunteer at the Animal Rescue Fund in East Hampton, NY and an advocate for the humane treatment of animals.

She holds a BS in Business from Rider University. She, and her husband, Lee reside in New York City.