November 2017 Chapter Meeting

Finding Relative Value in Fixed Income (taxable & tax-free)

Keith Knoop
Senior Portfolio Manager, Morgan Stanley Wealth Management

Location: Wake Tech Western Wake Campus, Room 118
3434 Kildare Farm Road, Cary, NC 27518

Saturday, November 11 at 10:00AM
$5 at the door for everyone. No advanced reservations

Interest rates globally have been kept low with accommodative monetary policy. How do investors prepare for the next 100 basis points move in their fixed-income portfolios? How do you find relative value in a low-yielding environment with “fixed-income credit products” without taking on excessive risk? Attendees will walk away with a framework to construct their own portfolio allocations. Identifying best practices for asset classes where there are potential opportunities to reach for yield intelligently within both taxable and tax-free fixed income.

Attend this meeting and learn

  • Interest rates and Fed policy
  • Fixed-income credit products
  • The allocations for conservative, moderate and aggressive investors

About our Speaker

Keith Knoop began his career at Smith Barney, becoming the senior fixed-income portfolio strategist, rising to executive director in 2004. From 2010 to 2014, he was head fixed-income portfolio analyst for Morgan Stanley. Knoop was the active manager for several fixed-income portfolios, including three multi-class asset portfolios as well as four single-asset class portfolios.

Knoop holds several licenses, including Series 7, 24, 63, 65, as well as Series 53 (Municipal Securities Principal) and Series 86 & 87 (Research Analyst Qualification). Knoop graduated from Quinnipiac University where he was part of the varsity hockey team.

Keith Knoop Deck

Fixed Income Offerings
Morgan-FI-STI Morgan-FI-Conservative
Morgan-FI-Moderate Morgan-FI-Aggressive

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