De-risking Bond Allocations with Guggenheim & Litman Gregory

Tuesday, June 8, 2021

2:00 PM EDT | 11:00 AM PDT

60 minutes

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Speakers

Jack Chee Headshot

Jack Chee
Principal, Senior Research Analyst
PartnerSelect Funds

Jack joined Litman Gregory in 2000 and became a principal in 2011. He is Co-Portfolio Manager of the PartnerSelect Equity Fund, High Income Alternatives Fund, and SBH Focused Small Value Fund. Jack's research responsibilities include asset-class analysis on the majority of fixed-income markets as well as the equity REIT market. He is also responsible for selecting and monitoring equity, fixed-income, and REIT money managers. His analysis appears regularly on AdvisorIntelligence. Prior to joining Litman Gregory, Jack was an analyst with Value Line Mutual Fund Survey. Jack is a graduate of Drexel University (BS - Mechanical Engineering).

Mike Pacitto, CFP®, CIMA® Headshot

Mike Pacitto, CFP®, CIMA®
MBA, Director of Institutional Relationships
PartnerSelect Funds

Mike joined Litman Gregory in 2013 and serves as the National Director of Institutional Relationships for the PartnerSelect Funds. Prior to joining the firm, Mike was with T. Rowe Price for 15 years in several roles, including National Account Manager for institutional and intermediary clients and Executive for defined contribution/defined benefit platforms. Mike is a graduate of the University of Michigan (BA – English and Communication) and earned his MBA at the University of Colorado (Finance).

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.

Steve Brown, CFA Headshot

Steve Brown, CFA
Managing Director and Portfolio Manager
Guggenheim Partners

Steven Brown, CFA, is Managing Director and Portfolio Manager of Guggenheim Partners. Brown joined Guggenheim Partners (or its affiliate or predecessor) in 2010. Brown is involved in all facets of portfolio management including working with the senior Portfolio Managers and CIOs to develop and apply the macro and sector level views at the individual portfolio level. Additionally, he works closely with the sector teams and portfolio construction to implement trades and optimize portfolios. Prior to joining the portfolio management team in 2012 Brown worked in the non-mortgage asset backed securities group. His responsibilities on that team included trading, sourcing and evaluating investment opportunities and monitoring credits. Prior to joining Guggenheim Partners Brown held roles within treasury services and structured products at ABN AMRO and Bank of America in Chicago and London. Brown earned a BS in Finance from Indiana University’s Kelley School of Business. He has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute.