Meeting Details

Tuesday, October 11, 2016
11:30 am - 1:30 pm

Topic:
 2016 Municipal Bond Market Insights – Liquidity Wars (Mid-Year Update)

Speaker(s):
Bob DiMella, CFA, Executive Managing Director and Co-Head
of Municipal Managers, MacKay Municipal Managers
  
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Program Description:
With the uncertainty surrounding global markets and the continued search for yields domestically and internationally, the municipal bond market continues to offer attractive absolute yields and total return potential for US and non-US investors.

Bob DiMella, the co-founder of Mackay Municipal Managers, a top ranked municipal bond manager, will share its top five municipal market insights, and what he thinks will drive the market for the year ahead. Insights discussed will include what sectors are expected to outperform, general market volatility, and technical pressures.

Mr. DiMella will also make the case for active management in a traditionally passively managed asset class, drawing on his decades of experience.

Speaker Bios:
Robert DiMella, CFA
Executive Managing Director
Co-Head of Municipal Managers

Robert DiMella is an Executive Managing Director and Co-Head of Municipal Managers, which he manages jointly with John Loffredo. Together they oversee all aspects of the group’s business, including oversight of portfolio management and research, as well as client relationships and product development. He is a member of the firm’s Senior Leadership Team. Robert has been a municipal portfolio manager and/or municipal analyst since 1993, with a broad range of experience in portfolio management and research in the municipal markets. He joined MacKay Shields in July 2009 when the firm acquired the assets of Mariner Municipal Managers LLC, where he served as President and co-founder from 2007 to 2009.  From 2006 to 2007, he was a Managing Director and Co-Head of BlackRock’s Municipal Portfolio Management Group. Prior to BlackRock’s merger with Merrill Lynch Investment Managers, he served as a Senior Portfolio Manager and Managing Director of Merrill Lynch’s Municipal Products Group, where he worked from 1993 to 2006.

Robert earned his MBA at Rutgers University Business School and BS at the University of Connecticut.  He is a CFA charterholder. He has been working in the investment industry since 1989.

Meeting Agenda
11:30 am -12:00 pm - Registration & Networking
12:00 pm - 12:15 pm - Chapter Announcements & Lunch
12:15 pm - 1:30 pm - Speaker Presentation and Q & A
1:30 pm - Program Closes

You may still register online after October 7, 2016, however, you will be charged the Regular Registration price; online registration closes at midnight, October 9, 2016.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Lisa Aliferis is the founding editor of KQED's State of Health blog. Since 2011, she's been writing stories and editing them for the site. Before taking up blogging, she toiled for many years producing health stories for television, including Dateline NBC and San Francisco's CBS affiliate, KPIX-TV. She also wrote a practical guide on the affordable care act titled Obamacare Explained – A Guide for Californians, produced by KQED News and The California Report. You can follow her on Twitter: @laliferis