With 2020 behind us, why municipal bonds and why now?

Webinar
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Summary

Many people are still trying to fully digest the economic and personal costs of the pandemic and economic downturn. While many may struggle to make sense of it all, there are a few concepts in which USAA Investments, a Victory Capital Investment Franchise, has confidence. USAA Investments believes that a tax-exempt mutual fund can be an integral part of an investor’s asset allocation due to its tax-efficiency and diversification benefits. Furthermore, they believe that yield drives long-term fixed income returns and should serve as the cornerstone of a tax-exempt portfolio. In this webinar, USAA Investments will outline what happened in the 2020 muni market and provide their thoughts on what’s ahead.

Speakers

Regina Conklin
CFA, CPA, Victory Capital Portfolio Manager, USAA Investments, a Victory Capital Investment Franchise

Regina Conklin is a senior portfolio manager for the USAA Investments Franchise. USAA Investments was acquired by Victory Capital in July 2019 and is a Victory Capital Investment Franchise.

Ms. Conklin joined USAA in 1991 and has co-managed or managed the Tax-Exempt Intermediate-Term and Tax-Exempt Short-Term portfolios since June 2003 and the New York Bond portfolio since March 2010.

Ms. Conklin holds a Bachelor of Business Administration (BBA) in accounting from Texas State University and a Master of Business Administration (MBA) from the University of Texas at San Antonio. She is a Certified Public Accountant and a Chartered Financial Analyst (CFA®) charterholder.

Andy Hattman
CFA, CAIA, Victory Capital Portfolio Manager, USAA Investments, A Victory Capital Investment Franchise

Andy Hattman is a senior portfolio manager for the USAA Investments Franchise. USAA Investments was acquired by Victory Capital in July 2019 and is a Victory Capital Investment Franchise.

 

Mr. Hattman became a portfolio manager in 2019. Prior to that he served in various roles at USAA including Asset Allocation Analyst, Municipal Fixed Income Analyst, and Municipal Director of Research.

 

Mr. Hattman holds a Bachelor of Science (BS) from the United States Military Academy at West Point and a Master of Business Administration (MBA) from Harvard University. He is a Chartered Financial Analyst (CFA®) charterholder and a Chartered Alternative Investment Analyst (CAIA®) charterholder.