May 20, 12:00 PM - 01:30 PM (ET)
CAT (Catastrophe) Bonds Strategies to Reduce Risk Through the Use of Non-Correlating Fixed Income Speaker : Joseph Morgart, Vice President & Client Portfolio Manager, Pioneer Investments (Victory Capital) Join us for an in-depth education luncheon exploring Catastrophe (CAT) Bonds, a unique segment of the fixed income universe designed to provide diversification and risk mitigation in modern portfolios. Why Attend As markets navigate persistent volatility and evolving risk dynamics, investors are increasingly seeking strategies that offer stability without sacrificing return potential. CAT Bonds — a form of insurance-linked securities — stand out for their lack of correlation to both equity and traditional bond markets, making them a compelling diversifier in today’s environment. Key Discussion Points
Understanding CAT Bonds - How insurance-linked securities work and why their performance is driven by natural catastrophe risk rather than financial markets.
Non-Correlated Return Potential - Why CAT Bonds can help reduce overall portfolio risk while enhancing diversification. Current Market Opportunity - Elevated insurance pricing and increased demand for reinsurance are creating an attractive backdrop for CAT Bond strategies today.
Portfolio Applications - How wealth managers can thoughtfully incorporate CAT Bonds into diversified client portfolios
. About the Speaker Joseph Morgart is a Vice President and Client Portfolio Manager at Pioneer Investments, a Victory Capital investment franchise. He specializes in alternative investment strategies and works closely with advisors to deliver portfolio solutions designed to navigate complex market environments. SCHEDULE : 12:00 – 1:30 PM COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest - Current CFA Society Hartford members and their guest attend for $20.00.
Finance students and those enrolled for CFA exams attend for $20.
Non-Members $40.00
1.5 CE Credit awarded for CFA Society Hartford members.
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GUEST SPEAKER
SPEAKER BIO Joseph Morgart is a Vice President and Client Portfolio Manager at Pioneer Investments, a Victory Capital investment franchise. He focuses primarily on alternative investment strategies. Prior to joining Pioneer Investments, Joseph was a Senior Vice President at Fidelity Investments, where he focused on the firm’s alternatives capabilities. He led the firm’s efforts to build and develop its alternatives infrastructure, including product development, product management and operational support. He was responsible for communicating portfolio strategy, positioning and performance to investors and consultants for the firms alternative investment strategies, and was a firm spokesperson at industry conferences. Prior to Fidelity, Joseph was Co-Founder and Managing Partner of Boldwater Capital Management, an alternative investment firm focusing on high yield credit and arbitrage strategies for institutional investors. Prior to Boldwater he was a Vice President at Deutsche Banc Alex. Brown where he implemented an alternative investment focused business platform for institutional clients. Joseph is Chair of the Finance and Investment Committee and the Treasurer of The Landmark School. Mr. Morgart serves as the Chair of the Board for the Jewish Big Brother Sister Endowment. He also serves as a member of the Investment Committee of Combined Jewish Philanthropies. He is a guest lecturer at The Sloan School of Management at MIT. He has a B.A. from Johnson State College in Johnson, Vermont, and an M.B.A. in Finance from Northeastern University.
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Hartford, CT, United States