Andy O'Connell, Dr, David Krause, and Dan Tranchita |
Members of Baird Advisors Fixed Income Team Visited Marquette's Fixed Income Class
Dan Tranchita, CFA, Managing Director and Senior Portfolio
Manager, and Andrew J. O’Connell, CFA, Vice President and Senior Investment
Analyst of Baird Advisors presented in Dr. Krause's Fixed Income Securities
class on Friday, September 9, 2016.
Dan Tranchita |
This marks the 12th consecutive year that DanTranchita has presented to the students in the fixed income course. He has over
26 years of investment experience managing a broad range of fixed income
portfolios. He plays a lead role in research and strategy development in the
mortgage and asset-backed sectors. Dan received his undergraduate degree and
his MBA from Marquette University and the Chartered Financial Analyst
designation in 1993. Dan is currently a member of the CFA Institute and is a
member of the CFA Society of Milwaukee. Prior to joining Baird Advisors, Dan
was a Senior Vice President and Senior Portfolio Manager with Firstar
Investment Research and Management Company (FIRMCO).
Andy O'Connell |
Andy O’Connell has over 8 years of investment experience and
he focuses on research and analysis in investment-grade and high-yield
corporate credits. He obtained his undergraduate degree from Marquette
University, where he was a graduate of the Applied Investment Management (AIM) program.
Andy received the Chartered Financial Analyst designation in 2012 and is
currently a member of the CFA Institute and is a member of the CFA Society of
Milwaukee. Prior to joining Baird Advisors, Andy performed credit research at
M&I Investment Management.
Dan Tranchita and Andy O'Connell visited the AIM Room |
Dr. Krause said, “I love having our alumni return to campus
and I especially enjoy having members of Baird Advisors’ Fixed Income team.
Annually in mid-September they host the Baird Institutional Investors
Conference and we arrange their visit to campus so that we have an opportunity
to receive their macro-economic assessment and outlook. The students really
enjoy the presentation each year and it was a pleasure to have Dan and Andy join
us again this year.”
They talked to the students about the current environment of
low (and even negative) rates and the level of economic uncertainty. Dan and
Andy answered questions about the sub-par growth that the U.S. and other major
economies have been experiencing. In addition, the students enjoyed hearing the
conversations between Dan, Andy and Dr. Krause about the economic outlook and
the potential impact of the upcoming U.S. elections.
Dr. Krause concluded, “Having the professionals from Baird
Advisors join us at the beginning of the semester is an excellent introduction for
my students into the world of fixed income investing – which incorporates an
understanding of geo-politics, central bank policy, credit analysis and financial
theory.”