November Print

Chapter Meetings

Fear and Loathing in Fixed Income 

Presented by: Howard Tiffen - Vice President | Client Portfolio Manager, Leveraged Finance Investment team

Meeting Sponsored by: First Trust

* Please note this is on the second, not third Thursday.

We are very pleased to announce that First Trust will be the guest presenter at our next chapter meeting on November 14, 2019. The discussion as to interest rates and credit risk surely ensues uncertainty when it comes to fixed income.  Howard will discuss current market events and debunk many of the myths that exist in the prevailing “narrative”.  Additionally, he will focus heavily on the real implications for fixed-income markets with an in-depth look at the risks and potential opportunities.

Howard is a Client Portfolio Manager for the First Trust Advisors Leveraged Finance Investment Team. Howard has been involved in the floating-rate capital markets in Europe, Asia and North America for over 40 years. He participates in the Team’s credit processes in an advisory capacity and supports the presentation responsibilities of the Portfolio Management Team.

Prior to joining First Trust, Howard held an advisory and marketing role within the Eaton Vance Bank Loan Team and previously had portfolio management responsibilities for bank loan funds at Continental Bank, Bank of America, Pilgrim Investments, Van Kampen and Morgan Stanley Investment Management.

Howard holds a BS from Northwestern University and an AM from University of Chicago. 

The meeting will be held at the Federal Reserve building in Liberty Park.  Lunch starts at 11:30, and we will move to our meeting room at 12:00 for the presentation and announcements.  We hope you can attend and look forward to seeing you at this month’s chapter meeting! 

1 hour of CFP® approved

Register here

Thursday, November 14th          11:30-1:00PM           Federal Reserve Bank
*This is the 2nd Thursday, not 3rd Thursday

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President's Message

It’s hard to believe but this is our last chapter meeting for 2019.  It truly does not seem as if 11 months has passed, but here we are about to close out the year.

Serving as chapter president has been such a wonderful experience, but I really must give all the credit to our board and Pat, our chapter executive. We have said it many times before, but she is truly the glue that holds us together.

Without this fantastic group of people, the things we have accomplished this year would not have been possible. This group of 13 professionals have volunteered their time and skills to help make our chapter better for both our members and our community. There are truly no words to properly express my gratitude to our board for the service they have given our chapter this year.

I hope you’ll join us for our final chapter meeting of the decade and wish you all a happy and safe holiday season. Thank you for allowing me to serve as your chapter president.

Callie

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Welcome New Members

Welcome New FPA Members!

Duke Paterson Cope, CFP®
Alex Gast, CFS®
Julie Anna Shropshire, CRPC, CFS
Stephanie Yates

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Next Gen

NexGen Happy Hour
Back Forty Beer Co. (
3201 1st Ave N, Birmingham, AL 35222)
Monday November 25th at 5:30
RSVP or more information contact Daniel Logan.

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Announcements

We were thrilled to recognize many of our past chapter presidents at our October chapter meeting. These men and women have provided leadership resulting in the successful chapter we enjoy today. They also continue to be involved as partners and mentors.

 

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