CFA Institute Conference: Fixed-Income Management 2016
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OCT
20
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Hosted with CFA Institute, CFA Society Orange County, and CFA Society San Diego
What will be the lasting legacy of unconventional monetary policy? Are there limitations to the efficacy of these unique and untested policy actions? How will investors respond to the growing prevalence of negative nominal interest rates? Can interest rates and central bank balance sheets normalize and if so to what natural level? How will politics and fiscal policy impact economic and financial market landscape? What are the major risks facing the global economy and financial markets? Are we entering a new paradigm for the future and what fixed-income strategies adapt well to a changing environment?
With myriad fundamental questions lingering in today’s global debt markets, there is an increased need for savvy bond investors who have the skills and insights to thrive in a new and different economic environment and deliver value to investors.
At Fixed-Income Management 2016, leading practitioners will navigate through what’s happening in global bond markets; take a closer look at the long-term effects of Central Bank policies and the path of growth in developed and emerging economies; and discover where leading investors are finding opportunities, value, and protection against uncertainty.
Covering practical topics that focus on fixed income sectors, security selection, and portfolio construction, this year’s conference brings together researchers, analysts, portfolio managers, and top strategists to focus on:
What will be the lasting legacy of unconventional monetary policy? Are there limitations to the efficacy of these unique and untested policy actions? How will investors respond to the growing prevalence of negative nominal interest rates? Can interest rates and central bank balance sheets normalize and if so to what natural level? How will politics and fiscal policy impact economic and financial market landscape? What are the major risks facing the global economy and financial markets? Are we entering a new paradigm for the future and what fixed-income strategies adapt well to a changing environment?
With myriad fundamental questions lingering in today’s global debt markets, there is an increased need for savvy bond investors who have the skills and insights to thrive in a new and different economic environment and deliver value to investors.
At Fixed-Income Management 2016, leading practitioners will navigate through what’s happening in global bond markets; take a closer look at the long-term effects of Central Bank policies and the path of growth in developed and emerging economies; and discover where leading investors are finding opportunities, value, and protection against uncertainty.
Covering practical topics that focus on fixed income sectors, security selection, and portfolio construction, this year’s conference brings together researchers, analysts, portfolio managers, and top strategists to focus on:
- The sustainability of growth: Are current growth levels in developed and emerging markets sustainable? What are the obstacles to higher growth? What are the downside risks?
- The impact of China: Can China manage effectively through the middle income transition? Is slower growth in China a structural change, and how will it affect major markets?
- Politics and policy: What are the effects of political fragmentation globally? How are they countered by the possibility of policies (fiscal, trade, or tax) that could work to accelerate US and world growth?
- Bond market dynamics and liquidity: Is bond market liquidity permanently different? What are the effects of regulation on bond market functioning?
- Commodities as a source of volatility: Will oil and commodities markets continue to drive market volatility?
- Credit and high yield strategies: Should we be concerned about a bubble in credit?
- Emerging markets: What are the risks to emerging markets from a stronger US dollar? Is emerging market debt a value trap or a compelling opportunity?
- Currencies: What’s next for the US dollar, currencies, and gold? Portfolio management: Where will investors find the greatest opportunities in a range of fixed income sectors—from distressed debt and emerging markets debt to inflation-linked bonds, corporate credits, and more?
- Risk management: How can investors prepare for greater uncertainty?
View the Fixed-Income Management 2016 brochure (PDF)
CFA Institute CE Credit: Qualifies for 11.5 credit hours. For CFA Institute members, these credit hours will be updated automatically in your online CE tracking tool. This conference will be submitted to NASBA for credit review and may also qualify for continuing education credit from other organizations (e.g., the CFP Board and IIROC).
Read more about Fixed-Income Management on Enterprising Investor.
Topics
Derivatives
Fixed Income
Portfolio Management
Private Wealth Management
Standards, Ethics, and Regulations (SER)
SPEAKERS
Edward I. Altman
Edward I. Altman is Max L. Heine Professor of Finance at the New York University Stern School of Business and director of the Credit and Fixed Income Research Program at the Salomon Center for the Study of Financial Institutions. He is regarded as an expert on corporate bankruptcy, high-yield bonds, distressed debt, and credit risk analysis. Professor Altman was named Laureate 1984 by the Hautes Études Commerciales Foundation for his work on corporate distress prediction models and procedures for firm financial rehabilitation. He has also been a recipient of the prestigious Graham and Dodd Scroll award from the Financial Analysts Journal. Professor Altman was inducted into the Fixed Income Analysts Society Hall of Fame and elected president of the Financial Management Association. He has testified before US lawmakers and has served as an adviser to many financial institutions and publishers. Professor Altman holds a BA in economics from the City College of New York and an MBA and a PhD in finance from the University of California, Los Angeles. Back To Top ^^
Kristin J. Ceva, CFA
Kristin J. Ceva, CFA, is a managing principal at Payden & Rygel. She is a member of the firm’s investment policy committee and a senior portfolio manager directing the firm’s emerging market debt strategies. Previously, Dr. Ceva worked with several international policy institutes, including the Pacific Council on International Policy, the Center for US–Mexican Studies, and the North America Forum at Stanford University. She is a frequent speaker at industry forums, focusing on topics related to international investing and emerging markets. Dr. Ceva was a Fulbright Scholar based in Mexico City, and she is fluent in Spanish. She holds a BBA in finance from Texas A&M University and a PhD in political science from Stanford University. Back To Top ^^
Joyce Chang
Joyce Chang is the global head of research and a member of the management committee for J.P. Morgan’s Corporate & Investment Bank. Prior to joining J.P. Morgan, she was a managing director at Merrill Lynch and Salomon Brothers. Ms. Chang is a member of the Council on Foreign Relations and the Inter-American Dialogue and serves on the boards of directors of Trickle Up and Girls Inc. She is also on the steering committee of J.P. Morgan’s Investment Bank Women’s Network. Ms. Chang has been named 1 of the Top 25 Most Powerful Women in Finance by American Banker for the past three consecutive years and has been recognized by the Wall Street Journal, Crain’s Business New York, the Asian American Business Development Council, and the Women’s Bond Club. She received her BA from Columbia University and her MPA from the Woodrow Wilson School at Princeton University. Back To Top ^^
Peter B. Coffin
Peter B. Coffin is founder, portfolio manager, and president at Breckinridge Capital Advisors, Inc. Previously, he was a senior vice president with Massachusetts Financial Services and a member of the firm's fixed-income policy committee. Mr. Coffin has been a member of the National Federation of Municipal Analysts and the Boston Municipal Analysts Forum, and he served on the Municipal Securities Rule Making Board (MSRB) and the board of the Forum for Sustainable and Responsible Investment (US SIF). His comments on the developments in the municipal market have been reported in such publications as the Wall Street Journal, Forbes, and Businessweek. Mr. Coffin received an FSA Credential from the Sustainability Accounting Standards Board. He holds a BA degree in classical studies from Hamilton College. Back To Top ^^
James Grant
James Grant is the founder and editor of Grant’s Interest Rate Observer and a financial journalist and historian. Previously, he worked at the Baltimore Sun and at Barron’s, where he originated the Current Yield column. Mr. Grant is the author of several books on finance and financial history, including his most recent book, The Forgotten Depression, 1921: The Crash That Cured Itself, which won a Hayek Prize from the Manhattan Institute for Policy Research. He has also published two political biographies. Mr. Grant has appeared on a number of television programs, including 60 Minutes, The Charlie Rose Show, and CBS Evening News, and had a 10-year stint on Wall Street Week. Mr. Grant has been published in a variety of periodicals, including the Financial Times, the Wall Street Journal, and Foreign Affairs. He is a former US Navy gunner’s mate and a trustee of the New York Historical Society. Mr. Grant graduated from Indiana University and holds a master’s degree in international relations from Columbia University. Back To Top ^^
Axel Merk
Axel Merk is president and CIO of Merk Investments and manager of the Merk Funds. He is a recognized expert on the global economy, monetary policy, and international investing. An authority on currencies, including gold, Mr. Merk is a pioneer in the use of strategic currency investing to seek diversification and portable alpha and has been named the “Currency Guru” by Morningstar. He is a regular guest on CNBC, FoxBusiness, and Bloomberg, and his thoughts and interviews frequently appear in the Financial Times, Wall Street Journal, Barron’s, Forbes, and other financial media around the world. Mr. Merk is a sought-after speaker at industry conferences, universities, government organizations, and think tanks on topics ranging from the economy, gold, and currencies to sustainable wealth and personal finance. Mr. Merk, together with the Merk portfolio team, manages the Merk Hard and Absolute Return Currency Funds, as well as the VanEck Merk Gold Trust. He holds a BA in economics and a MS. in computer science from Brown University. Back To Top ^^
Thomas B. Parker, CFA
Thomas B. Parker, CFA, is a managing director and chief investment officer of model-based fixed income (MBFI) at BlackRock. Previously, he served as deputy chief investment officer at BlackRock and as global co-head of credit investments at Barclays Global Investors, where he was a member of the firm’s fixed-income research approval committee. Mr. Parker also worked at JP Morgan and at Credit Suisse First Boston. He is an active member of the MBFI investment, research approval, model management, and executive committees at BlackRock. Mr. Parker holds a BS degree from the University of California, Berkeley, and an MBA degree in finance and international business from the University of Chicago. Back To Top ^^
Michael Pond, CFA
Michael Pond, CFA, is head of global inflation-linked research at Barclays, where he is responsible for research and strategy on inflation-linked products and has earned widespread recognition for his expertise and innovation in this important segment of the fixed income market. He was recently ranked #1 for inflation market strategy for the eighth straight year in the Institutional Investor magazine fixed-income research survey. Previously, he was with the Hartford Investment Management Company, where he had been responsible for trading TIPS, Treasuries, agencies, and derivatives. Mr. Pond also worked as a consultant in the Economic Policy Consulting Group of Price Waterhouse in Washington, DC, conducting economic impact analysis of various tax legislation. He holds a BA in economics from the University of Connecticut and an MA in economics from Georgetown University. Back To Top ^^
Marc P. Seidner, CFA
Marc P. Seidner, CFA, is chief investment officer of nontraditional strategies and managing director and head of New York portfolio management at PIMCO, where he is also a generalist portfolio manager and a member of the investment committee. Previously, he served as head of fixed income at GMO LLC. Mr. Seidner was also a managing director and domestic fixed-income portfolio manager at Harvard Management Company. He also served as director of active core strategies at Standish Mellon Asset Management and as a senior portfolio manager at Fidelity Management and Research. Mr. Seidner holds an undergraduate degree in economics from Boston College. Back To Top ^^
Christian Stracke
Christian Stracke is a managing director at PIMCO, where he is also a member of the investment committee and global head of the credit research group. In addition, he contributes to the analysis, portfolio construction and management of the firm’s opportunistic corporate credit and mortgage and real estate-related strategies. Previously, he served as a senior credit strategist at CreditSights, head of Latin America fixed-income strategy at Commerzbank Securities, and head of Latin America local markets strategy at Deutsche Bank. Mr. Stracke holds an undergraduate degree from the University of Chicago. Back To Top ^^
Matt Wilson
Matt Wilson is a managing director and co-portfolio manager at Oaktree Capital Management, where he works within the Global Principal Group and has responsibility for the US Global Principal team. Previously, he worked at H.I.G. Capital, LLC, where he was a founding member of Bayside Capital, Inc., a firm focused on special situations and credit-oriented investments. Mr. Wilson also worked in the middle market buyout group at J.H. Whitney & Co. and began his career in the investment banking division at Merrill Lynch & Co. He currently serves as chairman of AGRO Merchants Group, LLC, and Quiksilver, Inc., and on the boards of AdvancePierre Foods and GLAMSQUAD, Inc. Mr. Wilson previously served on the boards of Billabong International Ltd.; Diamond Foods, Inc.; and the Bridge Direct, Inc. He is also chairman of the board of trustees of the Children’s Bureau of Los Angeles and serves on the board of trustees of the Chadwick School. Mr. Wilson holds a BA in economics and history from the University of Virginia and an MBA from Harvard Business School. Back To Top ^^
| Registration Fees* $1,295 (CFA Institute Members/CFA Program Candidates/CIPM Certificants & Candidates/Claritas Certificants & Candidates) | $1,595 (Non-Member) | $1,045 (Group; 3 Delegate minimum; Additional discounts do not apply) |
Discount Offers: If you register prior to September 16th, you will receive a $200 discount. If you utilize the discount code LAFIM-16, you can receive an additional $100 discount.
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 11.5 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
