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Primrose Hall

How to generate alpha in fixed income

With corporate spreads historically tight and the Fed navigating a nuanced rate cutting cycle, some advisors find that benchmark-hugging may no longer be a sufficient strategy. This session explores how to widen the search by pivoting toward securitized assets and alternative credit.

Session speakers

Tim
Tim Wickstrom
Co-Chief Investment Officer, Reckoner Capital Management
Tim Wickstrom
Co-Chief Investment Officer, Reckoner Capital Management
Tim Wickstrom is the Co-Chief Investment Officer at Reckoner Capital Management. With a deep background in credit trading and active portfolio management, Tim previously served as a Managing Director at Panagram Structured Asset Management. During his tenure, he led the firm’s trading activity and served as co-portfolio manager for its flagship CLO ETFs. Tim’s experience also includes senior roles at Eldridge and Security Benefit Life Insurance Company. He brings a specialized perspective on market liquidity and the evolving landscape of exchange-traded debt products. Tim earned his A.B. in Economics from Bowdoin College.
Portfolio strategies
Matt
Matt Roesler
Head of Multi-Sector Credit, Obra Capital
Matt Roesler
Head of Multi-Sector Credit, Obra Capital
Mr. Roesler is a Senior Managing Director and Head of Multi-Sector Credit for Obra Capital. Before joining Obra in 2022, Mr. Roesler was a Partner and Portfolio Manager at Apollo Global Management. He was responsible for synthetic structured credit investing, solutions, capital relief transactions, and secured financing. He was also a voting member of Apollo’s structured credit investment committee responsible for all CLO, ABS, and esoteric corporate structured credit investments. Previously, Mr. Roesler was a Director at Citigroup on the Credit Correlation desk, responsible for all risk management and bespoke asset origination and trading. Before Citigroup, he began his career at Deutsche Bank in a variety of transaction management and fixed-income structuring seats. Mr. Roesler graduated from the College of New Jersey with a B.S. in Finance.
Portfolio strategies
Kirsten
Kirsten Chang
Senior Industry Analyst, TMX VettaFi
Kirsten Chang
Senior Industry Analyst, TMX VettaFi
Kirsten Chang is a Senior Industry Analyst at VettaFi. She previously worked at CNBC for over ten years as a Markets Producer on the New York Stock Exchange. In that role, she collaborated with Bob Pisani on market coverage and helped launch CNBC's "ETF Edge" show, podcast, and newsletter. Before that, she worked on CNBC's "Squawk Box," where she booked and pre-interviewed various financial leaders.
ETF Study Hall
ETF Study Hall
Portfolio strategies

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