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Full Disclosure unites Performance Trust moderator Brian Battle with a panel of experts as they tackle critical financial questions via live broadcast. See below for more information on our upcoming episode, or explore our archive of previous episodes.
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Latest Episode
Municipal Credit Examined
March 22, 2011
11:00 AM CST
Is there a municipal bond bubble?
In our second Full Disclosure episode, "Municipal Credit Examined,” Brian Battle and an entirely new expert panel will narrow their focus to individual credits and specific sectors. Drawing from over 100 combined years of municipal credit experience, our panelists will share their insights and provide an in-depth view of certain credits, as they establish critical metrics and measure credit risk in this era of irresponsibility.
Panelists
- J. Thomas Futrell - Senior Portfolio Manager, Performance Trust Investment Advisors, LLC
- Johnathan N. Wilhelm - Portfolio Manager, Performance Trust Investment Advisors, LLC
- Bill Black, CFA - Portfolio Manager, Invesco
Meet Our Moderator
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Brian Battle
Director, Performance Trust Investment Advisors, LLC
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- 25 years of experience in the municipal area
- Expertise in liability management, taxable municipal bonds, and mortgage securities
- Frequent on-air commentator for CNBC, Fox Business News, and Bloomberg TV
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Previous Episode
Municipal Credit Exposed
October 6, 2010
11:00 AM CST
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Director Brian Battle of Performance Trust moderated an engaging Q&A style panel of top muni credit experts via live webcast. Watch as they tackle investors’ burning questions, including: What are the stresses? How can we avoid danger and still achieve municipal performance? How can you measure downgrade risk?
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The research and other information provided herein has been prepared for informational purposes only and is not an offer or solicitation to purchase or sell securities. Performance Trust Capital Partners (Performance Trust) may make a market, or have a position in the securities discussed herein and may purchase or sell the same on a principal basis or as an agent. Investing involves risks, including the potential for principal loss. There is no guarantee that the strategies and services will be successful or outperform other strategies and services. Investing in bonds includes assumption of risks, including rising interest rates to decrease the value of bonds. Certain assumptions may have been made in connection with the analysis presented herein, and changes to the assumptions may have a material impact on the analysis or results. Past performance is no guarantee of future results. The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances. With respect to the information contained herein that has been obtained from public sources, while Performance Trust believes this information to be reliable, Performance Trust does not guarantee its accuracy, adequacy or completeness and is not responsible for any errors or omissions or for the results obtained from the use of such information.
