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The Long View

Mary Ellen Stanek: Hitting for Singles and Doubles in the Bond Market

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 24 June 2020

⏱️ 57 minutes

🧾️ Download transcript

Summary

An accomplished fixed-income investor on managing through the coronavirus, the economic outlook, and the state of muni credit.

Transcript

Click on a timestamp to play from that location

0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of New York, purchase New York.

0:26.5

Please stay tuned for important disclosure information at the conclusion of this episode.

0:32.9

Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance for Morning Star Inc.

0:38.3

And I'm Jeff Battack, Global Director of Manager Research for Morning Star Research Services.

0:42.9

Our guest today is Mary Ellen Stanick. Mary Ellen is managing director and chief investment officer of Baird Advisors,

0:49.3

which is the manager of the Baird family of mutual funds. Mary Ellen's career in the investment business

0:55.0

began more than four decades ago. In her current role, she oversees fixed income strategy

1:00.1

and portfolio management, among other duties. In addition, Mary Ellen serves on the board of Baird Financial

1:05.9

Group as president of the Baird Funds and as chair of the Baird Diversity Steering Committee.

1:11.7

She obtained her undergraduate degree from Marquette University,

1:14.9

her MBA from the University of Wisconsin, Milwaukee, and she's a CFA charter holder.

1:20.6

Mary Ellen was recently named one of the 100 most influential women in U.S. finance by Barents,

1:26.1

and Morningstar named her a finalist for

1:28.0

outstanding portfolio manager for the 2020 Morning Star Awards for Investing Excellence.

1:33.8

Mary Ellen, welcome to the Longview.

1:35.8

Thank you, Christine. Great to be together.

1:38.6

Thank you so much. So one question we've been asking all of our guests since the pandemic

1:43.8

began was how they've

...

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