Not All High Yield is Junk

November 13, 2024, 12:30 - 1:30 PM EST


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Thanks to the outsized influence of Moody’s and S&P, many investors have a simplistic view of the bond market: investment grade is “safe” and high yield is “risky.” In this presentation, John Sheehan, CFA and Carl Kaufman, Portfolio Managers for the Osterweis Strategic Income Fund, will explain why they believe this view is fundamentally flawed.

 In this session, you will:

  • Learn about the distinction between these two segments by reviewing the principles behind the ratings

  • Understand the limitations of using a single approach to define such a diverse and dynamic market

  • Explore how market inefficiencies allow savvy investors to construct high-yield portfolios with risk profiles similar to investment grade portfolios

  • Hear the structure of both market segments and examine the appropriate uses of each asset class in client portfolios.

Starting In

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Panelist

John Sheehan

Strategic Income, Osterweis

Carl Kaufman

Co-President, Co-Chief Executive Officer, Chief Investment Officer – Strategic Income & Managing Director – Fixed Income

Registration & Fees

Cost: Complimentary

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Continuing Education

Registrants must attend the entire event to earn continuing education (CE) credit. Pending approval, the following entities have accepted it for CE credit:

Investments & Wealth Institute®

1 CE credit hour for CIMA®, CPWA®, and RMA® certifications. Audit-proof, Premier CE Uploaded to your certification record(s) within 2 weeks

CFP® Board (PENDING)

1 CFP CE credit hour for CFP® certifications Uploaded to your CFP® record within 2 weeks

Access Instructions

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

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