• Investments & Wealth Institute® has accepted this presentation for 1 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
  • This presentation has been accepted by CFP Board for 1 hour of CFP credit.

Webinar: Non-Traditional Income Options

CE Credit: 1

Experts explain how non-traditional income can help clients meet their income needs in the 2020’s. They evaluate senior secured notes and legacy non-agency RMBS as two options for financial advisors to diversify fixed income exposure.

Our Speakers are experienced income-oriented managers:

Stan Sokolowski – Managing Director, Senior Portfolio Manager and Deputy CIO at CIFC Investment Management LLC. He is Senior Portfolio Manager of a floating rate income strategy at Catalyst Funds

Natalia Lojevsky – Executive Director, Investor Solutions at CIFC Investment Management LLC

Leland Abrams – Chief Investment Officer for the investment manager, Wynkoop LLC. Mr. Abrams is Lead Portfolio Manager of an NARMBS income-oriented fund at Catalyst Funds

Key Takeaways

  • Evolution of Loans
  • Benefits & 5 C’s of Credit
  • Asset Class Yields
  • Non-Agency RMBS
  • How MBS Works

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