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Generating Income in Q3 2020 and Beyond


Jul 20, 2020 03:20 PM

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Richard Taormina
Managing Director and Head of Tax Aware Strategies Team @JPMorgan Asset Management
Richard D. Taormina, managing director, is head of the Tax Aware Strategies team within our Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Rick is responsible for managing municipal and tax-aware mutual funds, high net worth and institutional fixed income accounts, and quantitative analysis. Prior to joining the firm in 1997, Rick was a senior trader for national, high-yield, and state-specific funds at the Vanguard Group. He has been a municipal bond manager since 1990. Rick holds a B.A. in economics from the University of Delaware, an M.B.A. in finance from Wilmington College.
Robert Spano, CFA, CPA
Principal and High Yield Portfolio Manager for PGIM Fixed Income's US High Yield Bond Team @PGIM Investments
Robert Spano, CFA, CPA, is a Principal and a high yield portfolio manager for PGIM Fixed Income's U.S. High Yield Bond Team. Prior to assuming his current position in 2007, Mr. Spano was a high yield credit analyst for 10 years in PGIM Fixed Income's Credit Research Group, covering the health, lodging, consumer, gaming, restaurants, and chemical industries. Earlier, he worked as an investment analyst in the Project Finance Unit of the Firm’s private placement group. Mr. Spano also held positions in the internal audit and risk management units of Prudential Securities. He received a BS in Accounting from the University of Delaware and an MBA from New York University. Mr. Spano holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations.
David Braun, CFA, FSA, FRM
Managing Director and Generalist Portfolio Manager @PIMCO
David Braun, CFA, FSA, FRM is a managing director and generalist portfolio manager in the New York office. Mr. Braun joined PIMCO in 2009 and is head of the U.S. financial institutions group (FIG) and stable value portfolio management teams. He is also a senior member of both the liability-driven investment and the U.S. core portfolio management teams. He oversees management of fixed income investment portfolios for institutional and retail clients. Mr. Braun has 25 years of investment, risk management (including chief risk officer of a large investment company) and actuarial experience. He holds an undergraduate degree in mathematics from the University of Connecticut. He is also a Fellow of the Society of Actuaries and a certified Financial Risk Manager. Disclosure: mutualfunds.com/pimco-disclosure/