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  • CE Credit

26 June 2025 | 10:30 AM - 11:20 AM

Income Beyond Bonds: Unlocking the Power of Equities and Alternatives

Bonds are often seen as the primary source of income, but equities and alternative assets can provide impressive yield opportunities as well. Learn from some of the industry’s highly regarded income investors on how incorporating different asset classes or approaches can enhance your income strategy without adding excessive risk.

Speakers

Analyst, Multi-Asset & Alternative Strategies, US

Nour Al Twal

Analyst, Multi-Asset & Alternative Strategies, US
Morningstar Research Services LLC
Global CIO of Fundamental Equities, Portfolio Manager, Managing Director

Tony DeSpirito

Global CIO of Fundamental Equities, Portfolio Manager, Managing Director
BlackRock
Portfolio Manager

Adam Kramer

Portfolio Manager
Fidelity Investments
SVP, Co-Head of Alternative Strategies, Sr. Co-Portfolio Manager

David O'Donohue

SVP, Co-Head of Alternative Strategies, Sr. Co-Portfolio Manager
Calamos Investments