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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Deep dive into Fidelity's fixed income tools

Webinar details

Date: Thursday, October 18, 2018

Duration: 60 minutes

Time: Noon–1 p.m. ET

Please join us for a webinar where professionals from the Fixed Income Product team will highlight the key bond investing strategy of laddering. We will cover tools available for investors on Fidelity.com and demonstrate how investors can build their own bond ladders or CD ladders.

In this webinar, you will learn about:

How bond and CD ladders can support your fixed income and bond investing strategies.
Fidelity’s Model CD Ladder and the Bond Ladder tool through demonstrations.
Additional education and assistance on laddering available from Fidelity.

Presenters

Richard Carter
Vice President of Fixed Income Products and Services
Fidelity Investments
Biography

Stephen Traugott
Director of Fixed Income Brokerage Trading Supervision
Fidelity Investments
Biography

In general, the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities). Fixed income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and counterparties. Lower-quality fixed income securities involve greater risk of default or price changes due to potential changes in the credit quality of the issuer. Foreign investments involve greater risks than U.S. investments, and can decline significantly in response to adverse issuer, political, regulatory, market, and economic risks. Any fixed-income security sold or redeemed prior to maturity may be subject to loss.

858470.3.0

Richard Carter

Richard Carter is Vice President of Fixed Income Products and Services in Fidelity's Personal & Workplace Investing division.

His current role involves growing Fidelity's fixed income offering for retail customers. This development includes both enhancing Fidelity's bond offering on Fidelity.com, as well as leading several initiatives to improve the quality of the fixed income customer sales and service experience.

Richard has worked at Fidelity for 16 years, most of that time in Boston and now in our Smithfield, Rhode Island, office.

Before Fidelity, Richard worked at Bain & Company as a management consultant specializing in the financial services sector, and before that, for HSBC Capital Markets in New York.

Richard has an MBA from the MIT Sloan School of Management and a BA in economics and economic history from the University of Durham in England.

He now lives in the Boston area with his wife and 2 children.

Stephen Traugott

Stephen Traugott is the Director of Fixed Income Brokerage Trading Supervision, responsible for oversight of all retail fixed income trading. Prior to his current role, Stephen worked as a High Net Worth Bond Desk Consultant representing the Atlantic and South regions, assisting clients with complex bond portfolios of over $3 million in bonds or CDs at Fidelity. He also spent time in Fidelity Capital Markets in a variety of different roles.

Before joining Fidelity in 2005, Stephen spent time as a corporate actions analyst and as a financial advisor. Stephen received his Bachelor’s Degree in Finance from Providence College in Rhode Island.

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Deep dive into Fidelity's fixed income tools

Webinar details

Presenters

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Richard Carter

Stephen Traugott