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May 2023 Chapter Meeting

May 11, 2023 @ 4:00 pm - 6:00 pm

May 2023 Chapter Meeting [note: special chapter meeting schedule – presentation to start at 4 pm with networking, announcements, featured sponsor spotlight to follow]

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TOPIC: Welcome Back, Income

SPEAKER: Venk Reddy, Portfolio Manager, Osterweis Short Duration Credit Fund and Osterweis Sustainable Credit Fund

SUMMARY: 

Investors everywhere are asking the question: When will the economic cycle turn? But what if that’s the wrong question to ask?

Observations about past periods of inflation as well as structural and demographic changes affecting the investing landscape may be hinting more at a long-term paradigm shift than at a short-term cycle. If that turns out to be the case, investors may be facing a prolonged period of persistent headwinds which will require a change in mindset from a dependence on price appreciation to a focus on income.

During the presentation, Venk Reddy, Chief Investment Officer—Sustainable Credit at Osterweis Capital Management, will provide a data-driven picture of consumer prices, labor markets, and the last 40 years of capital market innovation which investors should consider when planning their portfolios for the next decade and beyond.

LEARNING OBJECTIVES:

  1. When will the economy cycle turn

  2. Fed’s battle against inflation is likely to last longer than anticipated, which should keep rates higher over the near-to-medium term, learn how to create attractive opportunities for investors seeking income.

  3. Timeline of structural market tailwinds

  4. Appreciate income when prices stop appreciating

  5. The core fixed income portfolio of tomorrow will require a combination of yield and risk diversification

SPEAKER BIO: 

Venk Reddy joined Osterweis Capital Management in 2022 as part of the Zeo Capital Advisors team transition. Prior to founding Zeo Capital in 2009, Mr. Reddy was a co-founder of Laurel Ridge Asset Management, a multi-strategy hedge fund, where he managed the credit, distressed, and event-driven portfolios.

Previously, Mr. Reddy structured derivative products and was head of delta-one trading as a portfolio manager within Bank of America’s Equity Financial Products group (EFP). Mr. Reddy also managed investments in event-driven situations, convertible instruments, and options at Pine River Capital Management and HBK Investments, where he started his career.

Mr. Reddy is a principal of the firm and a Portfolio Manager for the sustainable credit strategies He is also a portfolio manager for the growth & income and flexible balanced strategies.

Mr. Reddy graduated from Harvard University (B.A in Computer Science with Honors).

More Information

Ticket price includes: heavy appetizers, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.

There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.

1.0 CEU is available for this session 

No refunds after 3pm the day before the meeting.

FEATURED ANNUAL SPONSOR

Details

Presenter

  • Venk Reddy, Chief Investment Officer—Sustainable Credit at Osterweis Capital Management

Venue