Income is hard to find in a low yield environment, especially in lower risk assets. We believe now is the time for active fixed income management, and the US Corporate Bond markets offers quality, scale and diversity across sectors, often with better yield outlooks than government bonds. “You have a broad diversification of industries, which creates a significant opportunity for asset allocation.” Brad Komenda, Senior Vice President and Portfolio Manager at Amundi-Pioneer Asset Management USA Inc.

The Harvest US Investment Grade Bond Plus ETF, an actively managed ETF focused on high quality investment grade credit markets that is integrated with Amundi’s award winning ESG process.


Agenda:

  • Why Fixed Income – Late Cycle – Low Market Correlations
  • Why US Market – Positive Yield vs. $Trillions of negative yielding Global Debt – Offers Scale & Depth Not Available in Canada
  • Why Investment Grade Corporates – Government Yields lower for longer – High quality way to enhance yield
  • Why Active – Credit strategies for protection, alpha and diversity – Specialists with scale provide access to opportunities – ESG; A Core Committment

Speakers:

Brad Komenda, CFA Senior Vice President , Deputy Director of Investment Grade Corporates, Portfolio Manager Amundi Pioneer

Brad Komenda is Senior Vice President, Portfolio Manager, based in Boston. He specializes in high grade and crossover analysis covering cash bond and CDS investments across Amundi Pioneer’s fixed income portfolios

Brad has been in the investment industry since 1993. Prior to joining Amundi Pioneer in 2008, Brad spent ten years as an Investment Grade and High Yield Analyst at Columbia Management. He began his career with General Electric Capital and Assurance as an investment grade and high yield research associate where he worked for five years. He holds a BA in Accounting and Business Administration from Central Washington University (1991). He is a CFA® charterholder.


Paul MacDonald, CFA Harvest Portfolios Group Inc. Chief Investment Officer

Paul serves as the Chief Investment Officer and Portfolio Manager for Harvest. Paul joined Harvest in January 2013 as Vice President of Investments and previously has over 15 years experience in the investment business. Paul was previously Vice President and Portfolio Manager at a Canadian asset manager where he was responsible for the management of investment portfolios, managed a Lipper Award winning Fund and was involved in developing several tax efficient fund structures.

Accreditation Details

Accreditation Body:   IIROC Competency:              Professional Development Credits:                        0.75 Course Type:              Video Passing Grade:           8/10 (80%)