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Title

Western Asset Management

Event Description

​Join CFA Society Tucson on October 18 to hear from Jeff Schulze and Bill Mitchell on Western Assets - the story of inflation and interest rates. An update, outlook and positioning for Munis, Global Bonds, Mortgages, Corporates, HY and Floating Rate Yield Curve positioning and projections.

Jeffrey Schulze, CFA: Jeff is the Director, Investment Strategist at ClearBridge Investments. He has been in the industry since 2006, joining ClearBridge in 2014. He is a member of CFA Institute and is frequently quoted in financial media, including the Wall Street Journal, CNBC, and CNN. He recieved is BS in Finance from Rutgers University.

William Mitchell, CFA: Bill is a Client Service Executive at Western Asset. He has over 34 years of investment experience. He joined the predecessor organization of Western Asset in 2000, but prior to that worked as a Separate Account Specialist for Wachovia Securities. He began his career in the financial services industry trading government and mortgage-backed securities. Bill recieved his bachelor's degree from the University of Colorado.

Event Type

Society

Education Topic

 

Start Time

10/18/2017 4:00 PM

End Time

10/18/2017 5:30 PM

City

Tucson

State/Province

Arizona

Event Country

 

Event Region

Americas

Location Info

Arizona Inn
Safari Room
2200 E. Elm Street
Tucson, Arizona 85719

Speaker

Jeff Schulze & Bill Mitchell

CE Credits

1.00

SER Credit

-

Currency

-

Member Price

$10.00

Non-Member Price

$25.00

Candidate Price

$25.00

Registration

All Day Event

 

Recurrence

 

Cost

 

Additional Info

Hosted by

Tucson Society

Attachments

Content Type: MyCFA Calendar
Created at 8/29/2017 10:04 AM by sharon.holman@cfainstitute.org[CASMSTS:username]
Last modified at 9/21/2017 3:21 PM by sharon.holman@cfainstitute.org[CASMSTS:username]