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Dividend funds: Do we even need bonds?


Oct 21, 2021 03:47 PM

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Moderator - Todd Rosenbluth
Senior Director of ETF and Mutual Fund Research @CFRA, Equity and Fund Research
Todd Rosenbluth is Senior Director of ETF and Mutual Fund Research at CFRA where he leads the firm’s holdings-based research efforts. Todd publishes regular thought leadership content on equity and fixed income products, supports the quantitative fund models and interacts with clients. He also serves as a member of CFRA’s Investment Policy Committee. Todd has frequently provided ETF education at Inside ETFs conferences and been quoted in media outlets, such as Barron’s, New York Times and the Wall Street Journal. Todd also held the position of Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence. Todd holds a B.G.S in Finance from the University of Michigan and an MBA in Finance from New York University.
S. Joyce Li, CFA
Portfolio Manager @Matthews Asia
S. Joyce Li is a Portfolio Manager at Matthews Asia and co-manages the firm’s China Dividend, Asia ex Japan Dividend, and Asia Dividend Strategies. Prior to joining the firm in 2016, she was a Portfolio Manager and Principal at Marvin & Palmer Associates, where she co-managed equity investments in the Asia Pacific markets between 2007 and 2016. Joyce started her investment career as a Senior Investment Associate at Wilmington Trust. Joyce received an MBA with honors from the Wharton School of the University of Pennsylvania and a M.S. in Computer Science from the University of Virginia. She is fluent in Mandarin and Cantonese.
Jeff Deardorff, CFA
Portfolio Manager @Buffalo Funds
Jeff joined the Buffalo Funds in 2002 and has 24 years of professional investment experience. From 1997 to 2002, Jeff worked at Koch Industries in Convertible Arbitrage and as a Money Markets Trader. At the Buffalo Funds, Jeff works with fixed income and equity portfolios, and his focus areas include communications, energy, and financial sector. Jeff received a B.S. from Kansas State University. He also holds the chartered Financial Analyst designation.