Navigating Fixed Income in a Rising Rate Environment

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Speakers

Daniel D. Dolan Jr
Managing Member
Dolan McEniry Capital Management

Daniel D. Dolan, Jr. is a Managing Member of Dolan McEniry Capital Management. Daniel founded Dolan McEniry in 1997 following a 16 year career in the financial services industry. Daniel previously worked with Morgan Stanley and Salomon Brothers after receiving a B.A. from Lake Forest College in 1980. At Dolan McEniry, Daniel shares responsibility for the investment strategy and process with Roger McEniry. Also, Daniel is responsible for client relations, new business development, and the overall administrative management of the firm. Daniel serves as a member of the Board of Directors for the Shirley Ryan AbilityLab. Daniel also serves as a member of the Board of Trustees of Lake Forest College, the Board of Directors for US Squash and MetroSquash.

Jeffrey Royal
Director, Distribution (US Field Sales)
iM Global Partner

Jeffrey Royal is Director, Distribution for the US Field Sales team for iM Global Partner. He has nine years of experience in Asset Management. Previously, Jeff served as Regional Vice President of Resource Securities/C-III Capital Partners for four years, where he directly managed a team of wholesalers and developed strong relationships with Financial Advisors in the Independent BD and RIA Channels. Prior to Jeff’s time at Resource Securities/C-III Capital Partners, he held an Associate position at JPMorgan–Private Bank.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.

Roger S. McEniry
Managing Member
Dolan McEniry Capital Management

Roger S. McEniry is a Managing Member of Dolan McEniry Capital Management. Roger directs the investment and strategic activities of the firm and oversees security selection, risk management, and credit analysis, among his other responsibilities. Prior to joining the firm in 2001, Roger spent sixteen years as a partner at a Chicago private equity firm and, before that, was with Citibank in Chicago. Mr. McEniry is a graduate of Deerfield Academy, Williams College, and the University of Michigan Graduate School of Business. He is a trustee of Rush University Medical Center and a member of the Chairman’s Council of the Daniel Murphy Scholarship Fund and is the past president of its board of directors. He is Trustee Emeritus of Deerfield Academy and served as Co-Chair of its Imagine Deerfield Capital Campaign.