Rates Are Rising – A Plan for Your Stock and Bond Portfolio
Tuesday, November 1, 2022
1:00 PM EDT | 10:00 AM PDT
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Interest rates have risen substantially. With Quantitative Tightening in high gear, rates could rise even further. While market volatility has led to some investors moving to the sidelines, the sidelines may not always be the best choice. Join our webcast with ProShares investment strategists. We will discuss what’s next for inflation and rising interest rates, and review strategies to help you prepare your stocks and bonds.
Topics will include:
- The big picture on interest rates and what’s in the forecast
- Equity strategies to go on the offensive
- Bond strategies to play defense
- How to use inverse bond ETFs
Simeon Hyman, CFA®
Global Investment Strategist
Simeon Hyman joined ProShares in 2013 and is currently the firm’s Global Investment Strategist and Head of Investment Strategy. Mr. Hyman leads a 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 allocation and 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 a bachelor’s and a master’s degree 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, Senior Investment Strategist
Kieran Kirwan joined ProShares in 2013 and currently serves as Director, Senior Investment Strategist. 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, 24 and 63 FINRA registrations, and holds the Chartered Alternative Investment Analyst designation.
Executive Director, Distribution
Troy Goldstein joined ProShares in 2011 and currently serves as Executive Director, Distribution. Mr. Goldstein is responsible for running distribution, overseeing the sales team and heading national accounts for the full lineup of ProShares ETFs and ProFunds mutual funds. Mr. Goldstein previously served as the Executive Director, Head of National Accounts. Mr. Goldstein brings vast industry experience from multiple roles in London, Zurich, and the United States. Before joining ProShares, he was Executive Director, Head of Portfolio Distribution Europe with UBS AG. Mr. Goldstein managed sales specialist teams across Europe focused on discretionary and non-discretionary fee-based portfolio solutions and supporting structured products, funds, and ETFs. Before that, Mr. Goldstein was Executive Director, Head of the Investment Solution Sales Team in UBS’s U.S. headquarters in Weehawken, NJ. He also held two positions within UBS’s Products & Marketing Group, in Zurich, Switzerland. Mr. Goldstein began his career in financial services as a Financial Advisor with PaineWebber, which later became UBS. Mr. Goldstein received a JD from Kensington University Law School and a bachelor’s degree in business administration–financial management from California State University, Long Beach. In addition, he has received his certificate of completion from the Securities Industry Institute at the University of Pennsylvania’s Wharton School.
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.