Insights & Education

Learn how reverse convertible structured notes combine bonds and equity options to deliver "coupons well into the double digits" while providing upfront price protection in volatile markets.

In our conversation with Kris Konrad from Piton Investment Management, we explore how this innovative approach is creating attractive risk-reward propositions for yield-hungry investors seeking alternatives to conventional high-yield investments.

Kris Konrad of Piton Investment Management shares his expertise on structured notes, explaining how these instruments generate cash flows through option sales rather than traditional balance sheet backing, and how they can enhance portfolio yields while providing defined levels of principal protection.

Introducing Piton Investment Management's Structured Notes Resource Center with Kristopher Konrad, Founding Partner at Piton Investment Management

The structured notes SMA offering specifically enhances Piton's Yield Enhanced capabilities, bringing additional institutional-quality expertise to the independent advisory space. Led by Kristopher Konrad, whose prior experience includes growing Annaly Mortgage Management's portfolio from $2.5 billion to over $140 billion during his tenure at the company, Piton brings extensive expertise in fixed income and structured products to the independent advisory space.