Brian A. Convery, CFA, is the Co-Chief Investment Officer of Boyd Watterson’s real estate division. Brian co-leads the investment process and discipline, developing investment philosophy, strategy, and procedures to ensure Boyd Watterson delivers investment results that meet client expectations while maintaining moderate levels of risk. He guides, alongside the CEO and other CIOs, the Macro and Investment Policy Committees, focusing on evaluating the broad investment market and guiding risk and return positioning. Brian is responsible for working with the Head of the real estate division to develop and implement long-term strategic and annual business plans, overseeing the investment initiatives. He also supervises the Research team, ensuring high-level strategic focus and performance. Prior to joining Boyd Watterson in 2011, Brian had an extensive career highlighted by roles including a management consultant focusing on corporate strategy and an investment analyst specializing in high-yield bonds. His initial role with Boyd was Portfolio Manager of Credit research. His initiative and innovation quickly elevated his position to his current role, advising on strategic direction and facilitating new product development and execution. Within the real estate division, Brian serves as a portfolio manager and member of the Investment Committee. He was instrumental in the development and launch of the firm’s state and local government focused open-ended real estate fund and open-ended REIT product and is an integral part of new product development. He has also driven the development and growth of the Research and Data Lab, a facet of the company focusing on qualitative and quantitative decision making, which he now directs. Cleveland, OH As Director of Portfolio Management and Trading, David M. Dirk, CFA, is responsible for the supervision of all portfolio management and trading activity throughout the company’s suite of Fixed Income and Equity products. Alongside the CIO for Fixed Income, he helps to formulate investment strategy focused on maximizing return and minimizing risk across the spectrum. David’s diligent approach ensures consistency in the application and subsequent evaluation of these strategies. David has over 27 years of industry experience, having joined Duff & Phelps Investment Management Co., predecessor to Boyd Watterson, in August of 1996. Cleveland, OH Brian L. Gevry, CFA, is the Chief Executive Officer and Chairman of the Board of Boyd Watterson Global Asset Management Group LLC (“Boyd Watterson Global”), the parent company of Boyd Watterson Asset Management, LLC (“Boyd Watterson”) and Amber Infrastructure Group. Brian is also the Chief Executive Officer and Chief Investment Officer of Boyd Watterson. He is responsible for the strategic leadership of the companies and oversight of the investment processes and committees. In his executive leadership role, he focuses on the development and execution of the vision, cultural values, goals, and strategies, allocating resources as necessary to meet client needs while achieving the long-term success of the organization. He also guides the investment process, including developing investment philosophy and procedures across all asset classes to ensure Boyd Watterson Global’s investment management subsidiaries deliver investment results that meet client expectations while maintaining moderate levels of risk. Brian joined Boyd Watterson’s predecessor firm, Duff & Phelps Investment Management, in November of 1991. Prior to becoming CEO and CIO in 2006, Brian held various management positions including Chief Operating Officer and Deputy CIO. Brian has worked to shape the organization’s foundational culture ensuring cohesive investment principles, philosophy, and procedures across asset classes. He emphasizes inclusivity and transparency to ensure all employees understand and demonstrate Boyd Watterson’s values and beliefs. Additionally, Brian established the Strategic Management Process, through which he sets and oversees long-term company and line of business objectives. He has been instrumental in the company’s growth which continues to accelerate with expanded asset classes and new product offerings comprising real estate, fixed income, equity, and infrastructure strategies. Throughout his tenure as CEO, Brian has expanded Boyd Watterson’s footprint, opening offices in Bloomfield Hills, MI, Washington, D.C., Tampa, FL, Denver, CO, and most recently, West Hartford, CT, to join the already established headquarters in Cleveland, OH, and office in Chicago, IL. With the addition of Amber Infrastructure, Brian has taken the business to new levels, expanding into 12 countries. Cleveland, OH As the Deputy Chief Investment Officer within the Fixed Income division, Michael J. Krushena, CFA, along with the CIO for Fixed Income, is responsible for formulating investment strategy and process. Mike also serves as the lead portfolio manager of the LDEI Fund, the Tactical CLO Fund, and the fixed income portions of the Multi-Asset Strategy, and custom, credit-focused portfolio strategies. He has primary oversight of the structured product market sector, which includes research and security specific recommendations for asset-backed securities and CLOs. Additionally, he is responsible for high-yield credit research of multiple corporate bond sectors. Prior to joining Boyd Watterson in July of 2017, Mike served as the Deputy Chief Investment Officer for the Retirement Systems of the City of Detroit and as a Senior Portfolio Manager for both Ambassador Capital Management and Munder Capital Management. In those latter roles, he was part of the corporate credit strategy team, credit research, and responsible for all structured product activities, including ABS and CLOs. Bloomfield Hills, MI As the Head of Boyd Watterson Fixed Income, Michael R. Vandenbossche, CFA, focuses on investment strategy formation and portfolio management of Boyd Watterson’s Fixed Income line of business. Responsible for ensuring investments follow client guidelines, with the goal of realizing client objectives and outperforming applicable benchmarks and competitor peer groups, while managing downside risks. He oversees the daily execution and implementation of the investment process. Mike started with the company in October of 2014 as a Senior Portfolio Manager before transitioning into his current role as CIO. Previously, Mike served as a Portfolio Manager with Ambassador Capital Management and Munder Capital Management, where he was a member of the Investment Strategy team, headed the Captive Insurance team, and managed the corporate and CMBS sectors. His resume also includes time at Victory Capital Management and First of America Bank in such roles as Portfolio Manager, Asset/Liability Manager, and Municipal Analyst. Bloomfield Hills, MI As the Director of Credit Research, Brad Fush, CFA, is responsible for the development, execution, and continual improvement of the credit research process, as well as oversight of the credit analyst team. Additionally, he is the co-portfolio manager for the LDEI Fund and conducts research on a variety of Boyd Watterson’s fixed income strategies. Before joining Boyd Watterson in September 2019, Brad was the Director of Credit Research at Incore Capital Management and Munder Capital Management where he focused on credit analysis and credit modeling for the corporate bond sector. Bloomfield Hills, MI
Brian Convery, CFA
Brian Convery, CFA
Executive Vice President, Co-Chief Investment Officer, Real Estate
David Dirk, CFA
David Dirk, CFA
Executive Vice President, Director of Portfolio Management and Trading
Brian Gevry, CFA
Brian Gevry, CFA
Chief Executive Officer, Chief Investment Officer
Michael Krushena, CFA
Michael Krushena, CFA
Executive Vice President, Deputy Chief Investment Officer, Fixed Income
Mike Vandenbossche, CFA
Mike Vandenbossche, CFA
Executive Vice President, Head of Boyd Watterson Fixed Income
S. Brad Fush, CFA
S. Brad Fush, CFA
Executive Vice President, Director of Credit Research
Prospectus Disclosure: Investors should carefully consider the investment objectives, risks, charges and expenses of the Boyd Watterson Limited Duration Enhanced Income Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained at www.boydwattersonfunds.com or by calling 1-877-345-9597. The prospectus should be read carefully before investing. The Boyd Watterson Limited Duration Enhanced Income Fund is distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Boyd Watterson Asset Management, LLC is not affiliated with Northern Lights Distributors, LLC
For more information, please visit www.finra.org and https://www.sipc.org/.
Important Risk Disclosures: Investments in Mutual Funds involve risk including possible loss of principal. The risk that if the Fund’s strategy for allocating assets among different assets classes does not work as intended, the Fund may not achieve its objective or may underperform other funds with the same or similar investment strategy. The market for bank loans may not be highly liquid and the Fund may have difficulty selling them. These investments expose the Fund to the credit risk of both the financial institution and the underlying borrower. Longer-term securities may be more sensitive to interest rate changes. Given the recent, historically low interest rates and the potential for increases in those rates, a heightened risk is posed by rising interest rates to a fund whose portfolios include longer-term fixed income securities. The net asset value of the Fund will fluctuate based on changes in the value of the U.S. and/or foreign equity securities held by the Fund. When the Fund invests in fixed income securities, the value of your investment in the Fund will fluctuate with changes in interest rates. Because the Fund’s investments may include foreign securities, the Fund is subject to risks beyond those associated with investing in domestic securities.
Foreign companies are generally not subject to the same regulatory requirements of U.S. companies thereby resulting in less publicly available information about these companies. The interest rate on hybrid corporate securities can fluctuate from fixed to floating rate, which creates uncertainty regarding the interest rate that maybe received. When the Fund invests in other investment companies (such as ETFs and closed end funds), it will bear additional expenses based on its pro rata share of the other investment company’s operating expenses, including the potential duplication of management fees. The value of a specific security can be more volatile than the market as a whole and may perform worse than the market as a whole. Lower-quality bonds, known as “high yield” or “junk” bonds, present greater risk than bonds of higher quality, including an increased risk of default. The Adviser’s reliance on its strategy and judgments about the attractiveness, value and potential appreciation of particular securities and the tactical allocation among the Fund’s investments may prove to be incorrect and may not produce the desired results. Preferred securities may pay fixed or adjustable rates of return. The earnings and prospects of small and medium sized companies are more volatile than larger companies and may experience higher failure rates than larger companies. Treasury obligations may differ in their interest rates, maturities, times of issuance and other characteristics. Diversification does not ensure a profit or guarantee against loss.