Speaker: Chris Mutascio

Senior Managing Director for EquityCompass

Meeting date: February 6, 2020

Presentation: High Dividend Portfolio vs High Yield

Corporate Bonds in a Low Interest Rate Environment 

The speaker at the IRT February 2020 meeting will be Chris Mutascio, Senior Managing Director, EquityCompass, who will speak about his firm’s High-Dividend Portfolio as an alternative to high yield corporate bonds in a low interest rate environment.

Mr. Mutascio serves as the lead Portfolio Manager for the High-Dividend Portfolio with a focus on leveraging credit expertise gained through three decades of experience as a national bank examiner and large-cap bank stock analyst.

He joined EquityCompass in May 2018 as a Managing Director and senior member of our portfolio management team. He joined EquityCompass from Stifel, Nicolaus & Company, where his most recent role was Associate Director of Stifel’s U.S. Equity Research department. Prior to his position with Stifel Equity Research, Mr. Mutascio was senior bank analyst with KBW and a director of large-cap traditional bank research for Credit Suisse. Previously he spent seven years with Legg Mason, where he was a managing director and the company’s senior bank analyst. Mr. Mutascio began his career as a federal bank regulator with the Office of the Comptroller of the Currency where he worked for six years, rising to the level of national bank examiner.

Mr. Mutascio has an M.B.A. from Loyola University Maryland and an undergraduate degree from Gettysburg College.

IRT is an educational forum for the presentation and exchange of financial, economic and business information to assist private investors in the management of their individual financial assets.  IRT is not an “investment club” and speakers are not making sales presentations.  Monthly meetings (9 per year) are held at the Country Club of Landfall.  Lunch is served at noon, followed by the featured speaker and a question-and-answer period ending by 1:30pm. Our presenters, recognized leaders in their respective fields, speak on subjects relevant to the current investment and economic environment.  New members and guests are welcome and encouraged at all meetings.  If you would like to attend, please contact us at roundtable477@gmail.com at least one week before the meeting.

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2020 Officers

Danielle Annechiarico – President
Lang Craighill – Vice President
Charles Buckland – Treasurer
Eric Starkey – Secretary
Beau Cummings – Immediate Past President

2020 Governors

Lynne Baldacci
Cliff Brock
Ryan Casey
Chris RIley
Chris Tarbert
James Thornton

Contact Us

Investors Roundtable of Wilmington
PO Box 341
Wrightsville Beach, NC 28480
Roundtable477@gmail.com