| [CE-Credit Webinar] Fixed Income Outlook Panel Thursday, November 19, 11:00 AM – 12:00 PM |
Expectations at the start of 2026 for interest rate cuts and declining yields certainly hasn’t played out and the year has proven to be particularly challenging for bond investors. With one rate hike already in the books and more likely on the horizon, coupled with increasing fears of the U.S. fiscal situation, bonds have been in the midst of a sell-off with yields across the curve on the rise.
As you and your clients look to navigate a volatile fixed income environment, we’re here to provide actionable insights. What are some potential paths forward, where do we have the most conviction and how might you want to reassess clients’ current exposure?
Join us for an interactive panel discussion featuring two long-tenured fixed income specialists at from Guardian Capital LP and our affiliate Sterling Capital Management LLC as we seek to answer these questions and highlight strategies from our Fund lineup that could be well positioned moving forward.
THIS INVITATION IS INTENDED FOR REGISTERED DEALERS AND THEIR ADVISORS ONLY, AND MAY NOT BE FORWARDED OR REDISTRIBUTED.
PRESENTERS:
 John Pagliacci Vice President, Canadian Retail Strategy and Marketing Guardian Capital LP |
John Pagliacci is Vice President, Canadian Retail Strategy and Marketing for Guardian Capital LP (GCLP). John’s career in the financial services industry began in 2007 with Franklin Templeton. Over the years since, his career path has covered the gamut of product marketing and product development roles, including Director, Marketing for CI Investments; Product Strategist for First Asset; and Product Manager with AGF.
Directly before joining GCLP, in his role as Director, Product Marketing for Mackenzie Investments, John’s primary responsibilities involved strategic marketing planning for the firm’s alternative investment business. John graduated from Acadia University with a Bachelor’s degree in Business Administration. |
|
 Andy Richman Managing Director, Senior Fixed Income Client Strategist Sterling Capital Management |
Andrew Richman, CTFA, Managing Director, joined SunTrust in 2001 and SCM in 2020 as part of an integration following the merger of equals between SunTrust Banks and BB&T Corporation.
Andy has investment experience since 1988 and is a Fixed Income Portfolio Manager and Senior Fixed Income Client Strategist. Prior to his 20 years in SunTrust’s portfolio management division, Andy ran a trust and investment department in Florida as the trust department senior manager and worked as an equity portfolio manager with Sanford Bernstein. He received his B.A. from the State University of New York at Albany and his M.B.A. with a concentration in International Business from the University of Miami. He is also a graduate of the ABA National Trust School at Northwestern University and holds the Certified Trust & Financial Advisor designation. |
 Aubrey Basdeo Head of Canadian Fixed Income Guardian Capital |
Aubrey Basdeo is Head of Canadian Fixed Income, Guardian Capital LP (Guardian). His mandate includes the responsibility to develop and execute the firm’s Fixed Income strategies for Institutional and Retail clients.
Aubrey began his career in the financial services industry in 1990. From 2005 onwards, and directly prior to joining Guardian, Aubrey worked at Blackrock/Barclays Global Investments (BGI) in a variety of roles in both San Francisco and Toronto, culminating in the role of Managing Director, Fixed Income Investment Strategist. Prior to joining BGI, Aubrey spent six years with the Ontario Teacher’s Pension Plan Board as a Fixed Income Portfolio Manager. Aubrey graduated with a Bachelor’s degree in Mechanical Engineering from the University of Waterloo. He earned his MBA from the University of Toronto, Rotman School of Management. |
For Advisor Use Only. This communication is confidential and for the exclusive use of registered dealers and their representatives.
DISCLAIMER: This webinar series is exclusively for dealing representatives of a Dealer firm and is not intended for and may not be forwarded or redistributed to any of their clients or investors. This webinar series is being organized by Guardian Capital LP as the Manager of the Guardian Capital mutual funds and ETFs in accordance with NI81-105. The agenda has been arranged to meet primary purpose. There are no costs associated with this event. Registration is offered on a first-come, first-served basis and may be subject to your Dealer firm’s approval.
