The Future of Fixed Income
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MAR
09
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A Fixed Income Group Event
Despite low yields and tight credit spreads, fixed income is more intriguing than ever. Our CFALA Fixed Income Community of Interest has selected three very established fixed income investors to discuss, in a panel format, how to navigate the bond market today. Topics of discussion will include, the future path of interest rates and credit spreads, the fixed income sectors which offer the best value and how to navigate current and expected fiscal and monetary policy.
Do negative interest rates abroad matter? Should you still be worried about the energy and commodity sectors? Will trade policy changes affect the current outlook for credit markets? Can the Fed wait until December again for another hike?
You will have a chance to hear their thoughts on optimal fixed income allocation and views on interest rates, credit spreads, high yield, emerging markets, special lending/structured credit, and opportunities in Europe against the backdrop of the upcoming elections.
Michael C. Buchanan, CFA | Michael Buchanan joined Western Asset in 2005 and is the Deputy Chief Investment Officer. He previously served as Managing Director and Head of US Credit Products at Credit Suisse Asset Management and as Executive Vice President and Portfolio Manager at Janus Capital Management. He also worked at BlackRock Financial Management as Managing Director and Portfolio Manager and at Conseco Capital Management as Vice President and Portfolio Manager.
Mr. Buchanan is significantly involved in nonprofit work, with a specific focus on education and childhood development. He is the former Board Chair and Board Member of Foothill Family Service (www.foothillfamily.org); current Board Chair and Board Member for Mayfield Junior School (www.mayfieldjs.org); member of the Brown University Class of 1990 25th Reunion Annual Fund Gift Campaign, and Former Vice Chair and Board Member for Pacific Oaks College and Children’s School.
Mr. Buchanan holds the Chartered Financial Analyst designation and graduated with Honors from Brown University. He holds a Bachelor of Arts degree in Economics. Back To Top ^^
Anne N. Mathias, CFA | Anne Mathias is a Senior Managing Director and Guggenheim Investments’ Macro Strategist. Building on her 20 years of experience in global investment strategy, she works closely with the firm’s Global Chief Investment Officer to formulate and communicate Guggenheim’s macro view to institutional clients, financial advisors, and internal constituents and to support the firm as a leader in capital markets & economic insight. She speaks regularly to investors and the media, appearing on Bloomberg TV, CNBC, CNN and others.
With support from a team of economists, strategists and analysts, she is also a key resource in translating the high-level views of the firm for Guggenheim’s Portfolio Managers and investment staff. Prior to this role, she was the Head of Research for Guggenheim Investments and before that, the Director of Research for Guggenheim Securities' Washington Research Group, which provides political, economic, and industry research for investors and has been consistently ranked top three in the Institutional Investor "All America Research Team" Poll.
Earlier in her career, Ms. Mathias was a General Partner in healthcare and biotech private equity funds investing in the United States and internationally, and spent five years as a senior consultant specializing in privatization and enterprise restructuring in the emerging markets with Deloitte & Touche.
Ms. Mathias has a B.A. (cum laude, Phi Beta Kappa) from the University of Maryland, and a Master’s in International Affairs, with honors, from Georgetown University. She is a CFA Charter holder and a member of the CFA Society Los Angeles and the CFA Institute. Back To Top ^^
Natalie N. Trevithick, CFA | Natalie Trevithick serves as Senior Vice President, Portfolio Manager, and Lead Strategist at Payden & Rygel. Ms. Trevithick serves as Portfolio Manager at The Payden & Rygel Investment Group - Payden Corporate Bond Fund and The Payden & Rygel Investment Group - Payden Emerging Markets Corporate Bond Fund. She joined Payden & Rygel in 2012 and is responsible for managing investment-grade corporate and corporate bond portfolios. Prior to joining the firm, she spent six years at PIMCO in a similar capacity as a senior vice president and portfolio manager. Prior to that, Ms. Trevithick worked at Barclays Capital as a sell-side trader in New York. She holds the Chartered Financial Analyst designation. Ms. Trevithick earned an MBA from the McCombs School of Business at the University of Texas, Austin and earned a Bachelor of Commerce degree at Queen’s University in Kingston, Ontario. Back To Top ^^
Despite low yields and tight credit spreads, fixed income is more intriguing than ever. Our CFALA Fixed Income Community of Interest has selected three very established fixed income investors to discuss, in a panel format, how to navigate the bond market today. Topics of discussion will include, the future path of interest rates and credit spreads, the fixed income sectors which offer the best value and how to navigate current and expected fiscal and monetary policy.
Do negative interest rates abroad matter? Should you still be worried about the energy and commodity sectors? Will trade policy changes affect the current outlook for credit markets? Can the Fed wait until December again for another hike?
You will have a chance to hear their thoughts on optimal fixed income allocation and views on interest rates, credit spreads, high yield, emerging markets, special lending/structured credit, and opportunities in Europe against the backdrop of the upcoming elections.
Michael C. Buchanan, CFA | Michael Buchanan joined Western Asset in 2005 and is the Deputy Chief Investment Officer. He previously served as Managing Director and Head of US Credit Products at Credit Suisse Asset Management and as Executive Vice President and Portfolio Manager at Janus Capital Management. He also worked at BlackRock Financial Management as Managing Director and Portfolio Manager and at Conseco Capital Management as Vice President and Portfolio Manager.Mr. Buchanan is significantly involved in nonprofit work, with a specific focus on education and childhood development. He is the former Board Chair and Board Member of Foothill Family Service (www.foothillfamily.org); current Board Chair and Board Member for Mayfield Junior School (www.mayfieldjs.org); member of the Brown University Class of 1990 25th Reunion Annual Fund Gift Campaign, and Former Vice Chair and Board Member for Pacific Oaks College and Children’s School.
Mr. Buchanan holds the Chartered Financial Analyst designation and graduated with Honors from Brown University. He holds a Bachelor of Arts degree in Economics. Back To Top ^^
Anne N. Mathias, CFA | Anne Mathias is a Senior Managing Director and Guggenheim Investments’ Macro Strategist. Building on her 20 years of experience in global investment strategy, she works closely with the firm’s Global Chief Investment Officer to formulate and communicate Guggenheim’s macro view to institutional clients, financial advisors, and internal constituents and to support the firm as a leader in capital markets & economic insight. She speaks regularly to investors and the media, appearing on Bloomberg TV, CNBC, CNN and others.With support from a team of economists, strategists and analysts, she is also a key resource in translating the high-level views of the firm for Guggenheim’s Portfolio Managers and investment staff. Prior to this role, she was the Head of Research for Guggenheim Investments and before that, the Director of Research for Guggenheim Securities' Washington Research Group, which provides political, economic, and industry research for investors and has been consistently ranked top three in the Institutional Investor "All America Research Team" Poll.
Earlier in her career, Ms. Mathias was a General Partner in healthcare and biotech private equity funds investing in the United States and internationally, and spent five years as a senior consultant specializing in privatization and enterprise restructuring in the emerging markets with Deloitte & Touche.
Ms. Mathias has a B.A. (cum laude, Phi Beta Kappa) from the University of Maryland, and a Master’s in International Affairs, with honors, from Georgetown University. She is a CFA Charter holder and a member of the CFA Society Los Angeles and the CFA Institute. Back To Top ^^
Natalie N. Trevithick, CFA | Natalie Trevithick serves as Senior Vice President, Portfolio Manager, and Lead Strategist at Payden & Rygel. Ms. Trevithick serves as Portfolio Manager at The Payden & Rygel Investment Group - Payden Corporate Bond Fund and The Payden & Rygel Investment Group - Payden Emerging Markets Corporate Bond Fund. She joined Payden & Rygel in 2012 and is responsible for managing investment-grade corporate and corporate bond portfolios. Prior to joining the firm, she spent six years at PIMCO in a similar capacity as a senior vice president and portfolio manager. Prior to that, Ms. Trevithick worked at Barclays Capital as a sell-side trader in New York. She holds the Chartered Financial Analyst designation. Ms. Trevithick earned an MBA from the McCombs School of Business at the University of Texas, Austin and earned a Bachelor of Commerce degree at Queen’s University in Kingston, Ontario. Back To Top ^^| Registration Fees $20 (Members) | $30 (Non-Member Students) | $50 (Non-Members) |
Parking Information
Millennium Biltmore Hotel Discounted Parking Rate: $24 Valet Parking
Additional Options:
Click links below for address and rates
Pershing Square Garage: Rates vary
Central Library Parking: Rates vary
Joe's Auto Parks: $12
Pacific Center Parking: $15
More Parking Options (Click link)
Millennium Biltmore Hotel Discounted Parking Rate: $24 Valet Parking
Additional Options:
Click links below for address and rates
Pershing Square Garage: Rates vary
Central Library Parking: Rates vary
Joe's Auto Parks: $12
Pacific Center Parking: $15
More Parking Options (Click link)
Payment Information
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail check to:
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Chair:
Ben Emons and Frank Spindler, CFA
Ben Emons and Frank Spindler, CFA
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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 1 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. |
