Best of Both Worlds: Active and Passive Investing in a Bear Market

Jason Brady, CFA

President and CEO

Thornburg Asset Management

Jason Brady is president and CEO of Thornburg Investment Management. He is responsible for the company’s overall strategy and direction. He is also the head of the firm’s global fixed income investment team and a portfolio manager on multiple strategies. He joined the firm in 2006, was made portfolio manager and managing director in 2007, and president and CEO in 2016. His book Income Investing: An Intelligent Approach to Profiting from Bonds, Stocks and Money Markets is a step-by-step guide to income investing. Jason holds a BA with honors in English and environmental biology from Dartmouth College, and an MBA with concentrations in analytical finance and accounting from Northwestern’s Kellogg Graduate School of Management. He is a CFA charterholder. Prior to joining Thornburg, Jason was a portfolio manager with Fortis Investments in Boston, and has held various positions at Fidelity Investments and Lehman Brothers.

Matthew Bartolini

Head of SPDR® Americas Research

State Street Global Advisors

Matthew the Head of SPDR Americas Research at State Street Global Advisors. He manages a team responsible for the product research and analysis of SPDR ETFs, and the development of market outlooks, investment themes, and portfolio implementation ideas to help clients understand the market landscape and achieve their desired investment outcomes. Matthew graduated from Northeastern University with a BS in Economics and earned his MBA at Northeastern with concentrations in Investment Analytics and Corporate Finance. He has earned the Chartered Financial Analysts designation and is a member of the CFA Institute and the Boston Security Analysts Society. He also holds the FINRA Series 7 and 63 licenses.

Sam G. Huszczo

Founder and Investment Adviser

SGH Wealth Management

Sam Huszczo, founder of SGH Wealth Management in Detroit Michigan. Sam has been an active investor since 2004; earned his Certified Financial Planner designation in 2005 & the Chartered Financial Analyst (CFA) designation in 2009. He attended the University of Michigan majoring in Economics and his primary duties are investment strategy, portfolio management and research for his firm. Volunteerism has been an important part of Sam’s career, being elected 2nd youngest President of the CFA Society Detroit; CFA Mid-West Regional Ethics Ambassador; and ultimately being awarded CFA Institute Volunteer of the Year in 2017; He serves on the Finance & Audit Committee for Detroit’s largest business organization, the Detroit Economic Club; And was also acknowledged as a Detroit Business Journals’ 30 in their Thirties honoree. In addition he has received National TV recognition with his appearances on: CNBC, Bloomberg TV, Kiplinger’s, Fortune, USA Today, Inside ETFs