Navigating New Norms Amid Turbulent Times

Tuesday, March 25th | @ The Modern
9 W 53rd Street, New York, NY 10019

Tuesday, March 25
Hartford Funds and Wellington Management Present:
Navigating New Norms Amid Turbulent Times

The number of market-dislocating developments has been staggering as of late. Since the start of 2025, we've faced natural disasters, technological surprises, and a flurry of policy changes from the new administration. Today’s feverish pace of change presents a challenging trade-off between growth and inflation for policymakers, with significant implications for asset prices and correlations. Join Fixed Income experts and Macro Strategists from Wellington Management and Hartford Funds for an exclusive media roundtable discussion on what this means for investors, how to navigate the complexities of the current economic landscape and how they are positioning for the long-term.

Key Topics

Rates: Which way are they headed and what are the drivers?
The Trump Administration: How will proposed policies and initiatives affect rates?
Growth Outlook: Do we expect the outcome to be growth positive or negative?
Federal Reserve's (Fed’s) approach: What are the expectations for how the Fed will handle the short to medium term?
Economic Fundamentals: Absent all the political noise, how are the fundamentals of the economy and what does that mean for fixed income investors?

Add To Calendar: Google | Outlook | iCalendar

Schedule and Venue

Join us on Tuesday, March 25 at The Modern at 9 W 53rd St, New York, NY 10019

8:30 – 8:45 a.m. – Breakfast will be served

8:45 – 8:50 a.m. – Welcome Remarks | Jon Mackay, Head of Distribution at Hartford Funds

8:50 – 9:05 a.m. – Macro Spotlight | Michael Medeiros, CFA, Macro Strategist at Wellington Management

9:05 – 9:35 a.m. – Panel Discussion | Fixed Income in Focus

Connor Fitzgerald, CFA, Senior Managing Director and Fixed Income Portfolio Manager at Wellington Management
Campe Goodman, CFA, Senior Managing Director and Fixed Income Portfolio Manager at Wellington Management
Alyssa Irving, Senior Managing Director and Fixed Income Portfolio Manager at Wellington Management
Amar Reganti, Managing Director and Fixed Income Strategist at Wellington Management and Fixed Income Strategist at Hartford Funds (moderator)

9:35 a.m. – Q&A

Speakers

Jonathan Mackay

Head of Distribution at Hartford Funds

Jonathan's Bio

Mike Medeiros, CFA

Senior Managing Director and Macro Strategist at Wellington Management

Mike's Bio

Connor Fitzgerald, CFA

Senior Managing Director and Fixed Income Portfolio Manager at Wellington Management

Connor's Bio

Campe Goodman, CFA

Senior Managing Director and Fixed Income Portfolio Manager at Wellington Management

Campe's Bio

Alyssa A. Irving

Senior Managing Director and Fixed Income Portfolio Manager at Wellington Management

Alyssa's Bio

Amar Reganti

Managing Director and Fixed Income Strategist at Wellington Management and Fixed Income Strategist at Hartford Funds

Amar's Bio

Featured Insights

Sitting in the Slack Tide of US Fiscal Stimulus
– Connor Fitzgerald, CFA

(February 2025)

Five Reasons to Be Active in Fixed Income
– Amar Reganti

(February 2025)

Riding the Volatility Wave
– Amar Reganti

(February 2025)

Understanding the Implications of Trump's Tariffs
– Mike Medeiros, CFA

(February 2025)

About the Hosts

Hartford Funds offers mutual funds, ETFs and 529 college savings plans built for diverse client needs. Through the firm’s systematic capabilities and deep, strategic relationships with its active management sub-advisers, Wellington Management and Schroders – two of the largest and longest-standing institutional investors in the world – Hartford Funds is committed to designing an investment platform clients can trust. The firm’s comprehensive product suite comprises actively managed strategies, including fixed income, equity and multi-strategy options, as well as a line-up of systematic ETFs that leverage a proprietary risk-optimized indexing approach. Beyond investments, Hartford Funds has partnerships with institutions like the MIT AgeLab and other leading experts to help investors navigate longevity and enhance quality of life, while supporting financial professionals as they deepen relationships with clients.

Media Contact: Kourtnaye Lewis | Kourtnaye.Lewis@hartfordfunds.com

Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,500 clients in more than 60 countries. The firm manages more than US$1.2 trillion, as of 31 December 2024, for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. Wellington aspires to provide excellent service to clients through a unique combination of independence enabled by its distinctive private partnership model, diverse perspectives through its unified, multi-asset investment platform, and relentless curiosity and intellectual rigor fostered by its enduring collaborative culture.

Media Contact: Nicole Vicino | NVicino@wellington.com

This session will be recorded.

All comments will be on the record.

Important Risks: Investing involves risk, including the possible loss of principal. • Fixed-income security risks include credit, liquidity, call, duration, and interest-rate risk. As interest rates rise, bond prices generally fall.

Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

The views expressed should not be construed as investment advice or an investment recommendation. They are based on available information and are subject to change without notice.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

Check the background of this firm on FINRA's BrokerCheck.

The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

4299401

Event Details
Tuesday, March 25
Hartford Funds and Wellington Management Present:
Navigating New Norms Amid Turbulent Times

The number of market-dislocating developments has been staggering as of late. Since the start of 2025, we've faced natural disasters, technological surprises, and a flurry of policy changes from the new administration. Today’s feverish pace of change presents a challenging trade-off between growth and inflation for policymakers, with significant implications for asset prices and correlations. Join Fixed Income experts and Macro Strategists from Wellington Management and Hartford Funds for an exclusive media roundtable discussion on what this means for investors, how to navigate the complexities of the current economic landscape and how they are positioning for the long-term.

Key Topics

Rates: Which way are they headed and what are the drivers?

The Trump Administration: How will proposed policies and initiatives affect rates?

Growth Outlook: Do we expect the outcome to be growth positive or negative?

Federal Reserve's (Fed’s) approach: What are the expectations for how the Fed will handle the short to medium term?

Economic Fundamentals: Absent all the political noise, how are the fundamentals of the economy and what does that mean for fixed income investors?

Add To Calendar: Google | Outlook | iCalendar

Schedule and Venue

Join us on Tuesday, March 25 at The Modern at 9 W 53rd St, New York, NY 10019

8:30 – 8:45 a.m. – Breakfast will be served

8:45 – 8:50 a.m. – Welcome Remarks | Jon Mackay, Head of Distribution at Hartford Funds

8:50 – 9:05 a.m. – Macro Spotlight | Michael Medeiros, CFA, Macro Strategist at Wellington Management

9:05 – 9:35 a.m. – Panel Discussion | Fixed Income in Focus

Connor Fitzgerald, CFA, Senior Managing Director and Fixed Income Portfolio Manager at Wellington Management

Campe Goodman, CFA, Senior Managing Director and Fixed Income Portfolio Manager at Wellington Management

Alyssa Irving, Senior Managing Director and Fixed Income Portfolio Manager at Wellington Management

Amar Reganti, Managing Director and Fixed Income Strategist at Wellington Management and Fixed Income Strategist at Hartford Funds (moderator)

9:35 a.m. – Q&A
Speakers
Speakers

Jonathan Mackay

Head of Distribution at Hartford Funds

Jonathan's Bio

Jon Mackay
Head of Distribution at Hartford Funds

Jonathan Mackay is the head of distribution for Hartford Funds. He is responsible for developing and executing the firm’s distribution strategies across all external and internal sales teams and serves as a key member of Hartford Funds’ senior leadership team.

Jon joined the firm in 2024, having previously overseen the partnership between Hartford Funds and Schroders in his role as US head of wealth for the US client group at Schroders. In that role, he led a team of investment strategists who serve as market and product experts for the Hartford Funds distribution team. Jon’s market insights have earned him recognition and appearances on Bloomberg TV and CNBC.

Prior to joining Schroders, Jon was a senior market strategist at Morgan Stanley, providing advice to the firm’s sales force and clients on a variety of investing topics. Before that, Jon worked as a credit strategist and credit analyst at Citigroup Smith Barney, covering high yield, emerging markets, and investment-grade corporate bonds.

Jon is FINRA Series 7, 24, and 63 registered. He earned his bachelor’s degree from Brown University.

Mike Medeiros, CFA

Senior Managing Director and Macro Strategist at Wellington Management

Mike's Bio

Michael Medeiros, CFA
Senior Managing Director and Macro Strategist at Wellington Management

Michael is a macro strategist and a member of the Global Macro and Fixed Income Team. In this capacity, he leads Wellington’s macro forecasting and analysis for the United States and Canada. He contributes to the management of global portfolios for the firm’s clients around the world, and his research is critical to investors throughout the firm as he translates macro research into investable ideas.

Michael received his BA in economics and politics from Bates College (2008) and his MA in economics from Boston University (2015). Additionally, he holds the Chartered Financial Analyst designation.

Connor Fitzgerald, CFA

Senior Managing Director and Fixed Income Portfolio Manager at Wellington Management

Connor's Bio

Connor Fitzgerald, CFA
Senior Managing Director and Fixed Income Portfolio Manager at Wellington Management

As a portfolio manager, Connor works on the Investment Grade Credit Team where he helps manage risk across the different credit-specific mandates. Additionally, he helps to generate new investment ideas, as well as assist in formulating strategy with respect to the investment grade credit asset class.

Connor joined Wellington Management in 2015. Previously, he was a portfolio manager at BlackRock, where he was responsible for investment-grade credit sleeves within multisector bond portfolios, as well as absolute return sleeves in unconstrained non benchmark-oriented portfolios (2010 – 2015). Prior to that, he was an associate working as a trader for BlackRock’s Investment Grade platform and a portfolio manager on a credit-centric hedge fund book. Before his time at BlackRock, he was with R3 Capital Management (2008 – 2009) and Lehman Brothers (2006 – 2008).

Connor received his BA in economics and government studies from Bowdoin College (2006). Additionally, he holds the Chartered Financial Analyst designation.

Funds Managed:

Hartford Dynamic Bond Fund

Hartford Total Return Bond Fund

Hartford Total Return Bond HLS Fund

Hartford Total Return Bond ETF

Hartford Core Bond ETF

Campe Goodman, CFA

Senior Managing Director and Fixed Income Portfolio Manager at Wellington Management

Campe's Bio

Campe Goodman, CFA
Senior Managing Director and Fixed Income Portfolio Manager at Wellington Management

Campe is a portfolio manager on the Broad Markets Team and lead portfolio manager on the Multi Sector Credit and Impact Bond portfolios. His focus is sector rotation — asset allocation across the major fixed income sectors — and he leads the specialist team responsible for the development of the top-down sector rotation strategy that is utilized in the Core Bond, Core Bond Plus, Impact Bond, Intermediate Bond, Long Bond, and Multi Sector Credit portfolios.

Prior to joining Wellington Management in 2000, Campe spent four years at the Massachusetts Institute of Technology studying macroeconomics and finance in a doctoral program in economics.

He received his AB in mathematics, magna cum laude, from Harvard College (1995). In addition, he holds the Chartered Financial Analyst designation.

Funds Managed:

Hartford Strategic Income Fund

Hartford Strategic Income ETF

Hartford Total Return Bond ETF

Hartford Total Return Bond Fund

Hartford Total Return Bond HLS Fund

Hartford Core Bond ETF

Alyssa A. Irving

Senior Managing Director and Fixed Income Portfolio Manager at Wellington Management

Alyssa's Bio

Alyssa A. Irving
Senior Managing Director and Fixed Income Portfolio Manager at Wellington Management

Alyssa is a portfolio manager on the Financial Reserves Management Team. She is responsible for managing multisector, securitized, and dedicated Collateralized Loan Obligation (CLO) portfolios for clients with customized risk and return objectives often related to accounting and/or regulatory constraints, such as insurance and bank clients. She is active in industry groups and currently serves on various committees for the Structured Finance Association (SFA). She is also a founding member of the Insurance Women’s Investment Network (IWIN).

Prior to joining Wellington Management in 2006, Alyssa was a structured finance portfolio manager at Citigroup Alternative Investments (2005 – 2006). Before that, she was an Asset-Backed Securities (ABS) and non-agency research analyst at Alliance Bernstein (2003 – 2005). She also held a variety of positions at Fitch Ratings, where she rated ABSs and Collateral Loan Obligations (CLOs) (1998 – 2003). She began her career as a Commercial Mortgage-Backed Securities (CMBS) research analyst at Nomura Securities (1996 – 1998).

Alyssa earned her BS in business administration with a concentration in finance from the University of Vermont (1996).

Funds Managed:

Hartford AAA CLO ETF

Hartford Low Duration High Income Fund

Amar Reganti

Managing Director and Fixed Income Strategist at Wellington Management and Fixed Income Strategist at Hartford Funds

Amar's Bio

Amar Reganti
Managing Director and Fixed Income Strategist at Wellington Management and Fixed Income Strategist at Hartford Funds

As a managing director and fixed income strategist at Wellington and Hartford Funds, Amar works closely with clients and investors at both firms on fixed income allocations, market dynamics, and strategies. He is the publisher of the firms’ Fixed Income Monthly Drivers and Observations and has over two decades of experience in fixed income markets in both the public and private sectors as a credit researcher, portfolio manager, derivatives structurer, and a policy maker at the Treasury Department. During his career, he has worked in the European, Asian, and U.S. fixed income markets.

Amar previously worked as a strategist at Grantham Mayo Van Otterloo in fixed income and asset allocation, and he served as the deputy director of the Office of Debt Management at the US Treasury Department (2011 – 2015). He also held roles in fixed income markets as an investment grade portfolio manager at UBS Global Asset Management (2008 – 2011), a fixed income derivatives solutions strategist at Merrill Lynch (2006 – 2008), and a credit analyst at UBS Investment Bank (2000 – 2003).

Amar has an MBA from the University of Chicago Booth School of Business (2006), a Master of Science in European Political Economy from the London School of Economics and Political Science (2000), and a Bachelor of Arts from Vassar College (1999). He currently serves as the external observer for the United Nations Development Fund’s Investment Committee.
Featured Insights

Featured Insights

Sitting in the Slack Tide of US Fiscal Stimulus
– Connor Fitzgerald, CFA

(February 2025)

Five Reasons to Be Active in Fixed Income
– Amar Reganti

(February 2025)

Riding the Volatility Wave
– Amar Reganti

(February 2025)

Understanding the Implications of Trump's Tariffs
– Mike Medeiros, CFA

(February 2025)
About the Hosts

About the Hosts

Hartford Funds offers mutual funds, ETFs and 529 college savings plans built for diverse client needs. Through the firm’s systematic capabilities and deep, strategic relationships with its active management sub-advisers, Wellington Management and Schroders – two of the largest and longest-standing institutional investors in the world – Hartford Funds is committed to designing an investment platform clients can trust. The firm’s comprehensive product suite comprises actively managed strategies, including fixed income, equity and multi-strategy options, as well as a line-up of systematic ETFs that leverage a proprietary risk-optimized indexing approach. Beyond investments, Hartford Funds has partnerships with institutions like the MIT AgeLab and other leading experts to help investors navigate longevity and enhance quality of life, while supporting financial professionals as they deepen relationships with clients.

Media Contact: Kourtnaye Lewis | Kourtnaye.Lewis@hartfordfunds.com

Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,500 clients in more than 60 countries. The firm manages more than US$1.2 trillion, as of 31 December 2024, for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. Wellington aspires to provide excellent service to clients through a unique combination of independence enabled by its distinctive private partnership model, diverse perspectives through its unified, multi-asset investment platform, and relentless curiosity and intellectual rigor fostered by its enduring collaborative culture.

Media Contact: Nicole Vicino | NVicino@wellington.com

This session will be recorded.

All comments will be on the record.

Important Risks: Investing involves risk, including the possible loss of principal. • Fixed-income security risks include credit, liquidity, call, duration, and interest-rate risk. As interest rates rise, bond prices generally fall.

Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

The views expressed should not be construed as investment advice or an investment recommendation. They are based on available information and are subject to change without notice.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

Check the background of this firm on FINRA's BrokerCheck.

The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

4299401