Bond Investing in the Face of Uncertainty: A Multi-Sector Approach
Wednesday, October 20, 2021
3:00 PM EDT | 12:00 PM PDT
60 minutes
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Speakers
Andrew Fox, CFA, CIMA®
Investment Strategist
Lord Abbett
Andrew Fox is responsible for providing Lord Abbett’s portfolio management teams with investment insight and relevant market information for the firm’s fixed income strategies. In this role, he also communicates with institutional clients and prospects regarding current portfolio positioning and the firm’s market outlook. Mr. Fox also collaborates with the consultant relations, product development, and relationship management teams as appropriate. Mr. Fox joined Lord Abbett in 2001. Prior to his current role, he worked in various capacities at Lord Abbett, including as an Internal Wholesaler and Director of Competitive Sales Analysis. In 2004, he became a member of the Portfolio Specialist Group, a team that represents the firm’s investment strategies to retail and institutional audiences. He was later was promoted to lead the group. He began his career at Prudential Securities in the Private Client Group. He has been in the financial services industry since 1999.
Mr. Fox earned a BA in political science from Montclair State University. He also is a holder of the Chartered Financial Analyst®(CFA) designation and Certified Investment Management Analyst (CIMA) designation.
Robert Huebscher
CEO and Founder
Advisor Perspectives
Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.
Steve Rocco, CFA
Partner & Co-Director of Taxable Fixed Income
Lord Abbett
Steven Rocco is responsible for oversight of all of Lord Abbett’s Taxable Fixed Income investment activities, including portfolio management, global credit research, and trading. He also serves asthe lead Portfolio Manager for the firm’s High Yield and Multi Sector fixed income strategies. Mr. Rocco is also a member of the Investment Leadership Team, as well as the Strategic Allocation Committee. Inaddition, he serves on the Lord Abbett Steering Committee, which provides strategic direction and decides on the priorities of the organization. Mr. Rocco joined Lord Abbett in 2004 and was named Partner in 2011. Prior to his current role, he served as Associate Portfolio Manager for the firm’s investment grade fixed income strategies. He has worked in the financial services industry since 2001.
He earned a BA in economics from Cornell University and is a holder of the Chartered Financial Analyst (CFA) designation.