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The Lebenthal Report

The Lebenthal Report

Tuesday at 2 PM Pacific

February 9th 2021: Deep Dive on Bonds and Managing Portfolio Risk

A Deep Dive on Bonds with Gregory Serbe and Managing Portfolio Risk with Aaron Brown - On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Gregory Serbe the senior portfolio manager for the DCM Advisors U.S. Municipal Bond strategy. Jordan Kimmel then joins the show to speak with Aaron Brown the former managing director and head of financial market research at AQR Capital Management and the well-known author of "Red-Blooded Risk" and "The Poker Face of Wall Street," and a co-author of "A World of Chance."

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Featured Guests

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Gregory Serbe

Gregory Serbe is the senior portfolio manager for the DCM Advisors U.S. Municipal Bond strategy. Prior to joining DCM Advisors, Mr. Serbe spent a decade as President and Municipal Portfolio Manager for the Municipal Bond division of Lebenthal Asset Management, for which he had worked since 2007. Mr. Serbe had previously been President of the original Lebenthal Asset Management from 1996 until 2005 when Lebenthal merged with Merrill Lynch (thru Advest). At that time Mr. Serbe became Vice President and Portfolio Manager of Merrill Lynch Investment Managers, and its successor company, BlackRock, from 2005 to 2007. Mr. Serbe has experience with a wide range of fixed income products. He has recei
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Aaron Brown

Aaron Brown is a former managing director and head of financial market research at AQR Capital Management and was one of the original developers of value at risk and one of its strongest proponents. He is well known as the author of "Red-Blooded Risk" and "The Poker Face of Wall Street," and a co-author of "A World of Chance."
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