In our latest podcast episode, we’re excited to introduce the newest member of our investment team, Marcela Saavedra Gonzalez. Join Alli Morse, Principal and Relationship Manager, for a Q&A session exploring Marcela’s journey to Merganser, including her impressive personal and professional background. Marcela officially joined Merganser as an analyst covering governments in July 2024, following a successful summer internship with us before her senior year at Macalester College in Minnesota. We’re thrilled to welcome her to the team and hope you enjoy getting to know her.

The 2023 banking crisis brought to light significant vulnerabilities within the financial system, exemplified by the collapse of Silicon Valley Bank (SVB) and other financial institutions. To understand the underlying causes and potential ramifications, Alli Morse, Principal & Relationship Manager, conducted an insightful interview with Corporate Credit analyst, Charlie Sheehan. Here are the key points discussed regarding the failures of these banks, the systemic risks exposed, and the future outlook for the banking sector:

• SVB's collapse and the loss of confidence
• Velocity of money and technological advancements
• Risk management oversight
• Regulatory reforms
• Future outlook for banking and investor considerations

Explore the dynamic world of Treasury Markets with our latest podcast episode. Tune in as Mike Cloutier, Chief Marketing Officer at Merganser Capital engages in an insightful conversation with Todd Copenhaver, Deputy Chief Investment Officer, and Saloni Daga, Credit Analyst. Together, they delve deeper into the historic highs of US Government Debt, future refunding needs, potential pitfalls, and how this expected supply might reshape the Treasury curve. Whether you’re a seasoned bond investor or newer to the asset class, this episode is your gateway to understanding the dynamics currently driving Treasury Markets.