Group 1 - Investing for retirement income remains feasible without relying on low dividends or coupons despite less favorable conditions compared to the period when the Fed began aggressive interest rate hikes [1] - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Significant efforts have been made to institutionalize the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] Group 2 - Policy-level contributions include the development of national SOE financing guidelines and frameworks aimed at channeling private capital into affordable housing [1] - Roberts Berzins holds a CFA Charter and an ESG investing certificate, and has interned at the Chicago Board of Trade while residing in Latvia [1] - Active involvement in "thought-leadership" activities supports the development of pan-Baltic capital markets [1]

Typically, BDCs (or business development companies) are not associated with retirement income investing. This is because the level of risk that is embedded in the BDCs is simply too high for what could be considered prudent in the context of retirement income.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latv ...