Episode 97 – Winnie Cisar – CreditSights Inc
May 19, 2022

Episode 97 – Winnie Cisar – CreditSights Inc

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Winnie Cisar, Global Head of Strategy at CreditSights Inc. Together they discuss Winnie’s background, her foray into investment banking and the series of career steps that led her to CreditSights, especially her many experiences at Wells Fargo.

Subtitle: “Sometimes you’re good and sometimes you’re lucky”

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Winnie Cisar, Global Head of Strategy at CreditSights Inc. Together they discuss Winnie’s background, her foray into investment banking and the series of career steps that led her to CreditSights, especially her many experiences at Wells Fargo.  Winnie looks back on her time as a strategist during the pandemic and the decision-making process that led to some memorable calls. Geoff and Winnie also discuss Investment Grade and High Yield bonds, with some examples drawn from past and present experiences. The podcast ends with a book recommendation from Winnie.

Key Takeaways

[01:56]Winnie discusses her background as a lawyer and how it relates to her work today.
[03:30]Geoff asks Winnie about her start in finance in 2008, right “at the precipice of a great economic and market collapse” and her journey to becoming Head Credit Strategist at Wells Fargo.
[10:10]They turn to energy markets and Winnie’s experiences with the 2014, 2015 and 2016 cycle in oil and later.
[15:30]Geoff asks Winnie about her time as a strategist during the pandemic and some of the memorable calls she made.
[20:40]Winnie discusses her transition to CreditSights
[23:40]The discussion shifts to investment grade and high yield bonds with Winnie sharing her perspective on this from the start of 2022.
[26:20]Geoff and Winnie share their perspectives on how the Fed is currently handing interest rates and the current high yield and investment grade bonds environment.
[40:10]Geoff asks Winnie what she thinks of the changes in the technology available to credit analysts and investors.
[44:00]Winnie shares a book recommendation