All Eyes on the Fed Meetings: Interest Rate Risk and Bond Portfolio Strategies
Tuesday, November 2, 2021
2:00 PM EDT | 11:00 AM PDT
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What’s driving an uptick in rates? What strategies can help investors hedge against rising rates? We invite you to join our timely webcast, All Eyes on the Fed Meetings: Interest Rate Risk and Bond Portfolio Strategies. The discussion will explore the Fed’s recent signals, provide an overview of the current market environment and historical comparison, and examine the forces putting upward pressure on rates.
In this exclusive webcast, Robert Huebscher, Founder and CEO of Advisor Perspectives, will host a discussion with ProShares investment strategists on:
- The latest Fed meetings and next rate move
- A review of market activity
- Insights into upward pressure on rates
- Features of interest rate hedged bond strategies alongside other fixed income strategies for rising rates.
- A Q&A session will follow the main presentation.
This webcast is open to financial professionals only.
Executive Director, Head of National Accounts- Moderator
Troy Goldstein oversees the National Accounts Group for ProShares ETFs and ProFunds mutual funds. Before joining ProShares in 2011, he was Executive Director, Head of Portfolio Distribution Europe with UBS AG. Mr. Goldstein managed nearly 40 sales specialists across Europe focused on discretionary and non-discretionary fee-based portfolio solutions including mutual funds, ETFs and structured products. Before that, Mr. Goldstein was Executive Director, Head of the Investment Solution Sales Team, responsible for ETFs, ETF solutions, Funds, Separately Managed Accounts and UITs in UBS’s U.S. headquarters in Weehawken, NJ.
Prior to that, Mr. Goldstein held two positions with UBS in Zurich, Switzerland. He served as Global Products & Marketing’s Head of Marketing & Communications managing new offerings and sales campaigns. Previously in Zurich, Mr. Goldstein was Head of Business Development for UBS International locations driving business growth across Asia, Europe and the U.S. Mr. Goldstein began his career in financial services as a Financial Advisor with PaineWebber, which later became UBS.
Mr. Goldstein holds a Juris Doctor from Kensington University Law School and Bachelor’s Degree in business administration–financial management from California State University, Long Beach. Additionally, he has received his certificate of completion from the Securities Industry Institute at the University of Pennsylvania’s Wharton School.
Simeon Hyman, CFA
Head of Investment Strategy, Global Investment Strategist
Simeon Hyman joined ProShares in 2013 as Head of Investment Strategy. Mr. Hyman leads ProShares’ team of investment professionals engaged in portfolio analysis, product research and development, education and the delivery of investment strategies using the company’s ETFs. He and his team are also responsible for the development and publication of research, white papers and other content to present ProShares as a leader in the ETF industry.
Prior to ProShares, Mr. Hyman spent several years at Bloomberg where he was Chief Investment Officer for Bloomberg’s technology-driven wealth management business, BloombergBlack. He also served as Chairman of the Investment Committee and led the team of investment professionals tasked with the continuous delivery of investment advice, research content, and strategic and tactical asset allocation guidance. Before joining Bloomberg, Mr. Hyman was Head of Investment Strategy and Due Diligence for UBS. There, he established asset allocationand investment strategies for the $300 billion UBS U.S. Wealth Management business and directed due diligence for the $50 billion separately managed account business. Prior to UBS, Mr. Hyman served as the Chief Investment Officer of Lehman Brothers Trust Company.
Mr. Hyman earned bachelor’s and master’s degrees in economics from the University of Connecticut and an MBA from Columbia Business School. He holds Series 7, 24, 63 and 66 FINRA registrations and the Chartered Financial Analyst designation.
Kieran Kirwan, CAIA
Director, Investment Strategy
Kieran Kirwan joined ProShares in 2013 and currently serves as Director, Investment Strategy. His responsibilities include portfolio analysis, education, product research and development, and the presentation of investment strategies using the company’s ETFs.
Prior to joining ProShares, Mr. Kirwan served in a variety of roles during a 15-year tenure with Deutsche Asset & Wealth Management (Deutsche Bank). Most recently he was a Vice President, serving as lead investment specialist representing several strategies in the global equity, commodities, infrastructure and real estate asset classes to prospects and clients. Before that, Mr. Kirwan was Vice President, Product Strategy and Economics, responsible for the platform’s product profitability and distribution strategy initiatives, Vice President, Finance and Controlling Group, and an Associate Vice President with the Financial Reporting Group.
Mr. Kirwan earned a bachelor’s degree in accountancy from the University of Illinois at Urbana-Champaign, holds Series 7 and63 FINRA registrations, and holds the Chartered Alternative Investment Analyst designation.
CEO and Founder
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.