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July 26, 2022

Infrastructure Webcast "Hard Assets for Hard Times"

In their webcast “Hard Assets for Hard Times,” Andrew Hsu and Damien Contes, portfolio managers of the DoubleLine Infrastructure Income Strategy, explain the resilience of infrastructure investments during challenging economic environments.

• Intro – 0:00

• Macro – 2:35

• Infrastructure Fund – 22:05

• Q&A – 31:41

ABOUT THE MEMBERS

ABOUT THE MEMBERS

  • Andrew Hsu, CFA

    Structured Products - ABS & Infrastructure

    Andrew Hsu, CFA

    Structured Products - ABS & Infrastructure

    Mr. Hsu joined DoubleLine at its inception in 2009. He is a Portfolio Manager for the DoubleLine Total Return and ABS/Infrastructure Income strategies. Mr. Hsu is a permanent member of the Fixed Income Asset Allocation and Structured Products committees. Prior to that, he was responsible for analysis and trading of structured products, where his focus included residential MBS and ABS transactions. Mr. Hsu’s responsibilities have also included structuring and negotiating terms on new-issue transactions and forming strategic partnerships with issuing entities in order to participate in key transactions. Prior to DoubleLine, he worked at TCW from 2002, where he focused on credit analysis for structured product securities and co-managed two structured product funds centered on debt and equity investments. During that time, Mr. Hsu was actively involved with portfolio management decisions and investment analysis, including reverse engineering complex CDO/CLO structures. He holds a BS in Finance from the University of Southern California and is a CFA® charterholder.

  • Damien Contes, CFA

    Structured Products/ABS/Infrastructure

    Damien Contes, CFA

    Structured Products/ABS/Infrastructure

    Mr. Contes joined DoubleLine in 2013. He is a Portfolio Manager on the Global Infrastructure Investments team. Previously, Mr. Contes’ responsibilities included coverage of the following infrastructure sectors for the Emerging Markets Fixed Income group: transportation, oil & gas, petrochemical. Prior to DoubleLine, he spent six years with ICE Canyon, LLC where he served as a Corporate Research Analyst. At ICE Canyon, his credit work contributed to the investment management of the firm’s three types of Emerging Markets and global vehicles: hedge fund (absolute return), index products (relative value) and collateralized loan obligations (CLOs). Mr. Contes’ investment experience includes a variety of instruments, such as global leveraged loans, high yield bonds, distressed opportunities, credit default swaps, structured products and privately negotiated custom credit instruments. Previous to ICE Canyon, he was a Senior Bank Debt Specialist with Canyon Capital Advisors, where he was responsible for the settlement of foreign and distressed bank debt transactions. Prior to that, he was a Senior Fund Accountant with Mellon Financial Corporation, overseeing Emerging Markets Real Estate funds and Oil & Gas Debt and Royalty funds. Mr. Contes holds a BS in Business Administration with a concentration in Accounting & Finance from the College of Charleston in Charleston, South Carolina. He is a CFA® charterholder.