10th Annual Redefining Fixed Income Forum 2024 | Institutional Investor | 22 May 2024 | Four Seasons Hotel Chicago, 120 E Delaware Pl, Chicago, IL 60611, USA

While many areas of fixed income have not disappointed in terms of generating strong total returns over the past 12 to 15 months, 2024 though optimistic thus far may require that investors across the spectrum not only exercise patience but also, err on the side of caution. With recessionary risk elevated domestically here in the United States and with emerging markets valuations appearing to be stretched, how are investors building a resilient portfolios with total return potential and attractive income generation?

The forum is designed to not only provide the theoretical knowledge on global fixed income markets but also, arm our attendees with practical and actionable insights that can be applied to enhance their outlook and approach to investing in this perennial investment strategy.

Topic address the below and more:
• Core Fixed Income: Will bonds roar back?
• Non-Core Fixed Income Considerations: How are investors calculating risk and reward?
• Duration Management Strategies: Will extended duration prove to be beneficial in the economy slows?
• Alternative Fixed Income Products: Are these strictly for long -term institutional investors?
• Private Credit: Is 2024 the year for income – oriented investors?
• Capturing Opportunities in Emerging Market Debt
• Addressing the Regulatory Changes Affecting Fixed Income Markets in 2024
• ESG and Fixed Income: Can investors look beyond the controversy?
• The Outlook of Fixed Income in 2025 and Beyond: What lies ahead in the next frontier?

2024 Speakers

ADVISORY BOARD:

Maria (Masha) Skuratovskaya
Principal Fixed Income Portfolio Manager, Alaska Permanent Fund Corporation

Nizida Arriaga
CFA, Head of Fixed Income Investments, AAA - The Auto Club Group

Mitchell Green
Portfolio Officer, Illinois Firefighters’ Pension Investment Fund

May Vang
Vice President of Treasury and Chief Investment Officer, Blue Cross and Blue Shield of Minnesota

Joseph Rumph
CFA, Manager, Absolute Return and Fixed Income Investments, MacArthur Foundation

Daniel Quigley
Senior Investment Manager, Fixed Income Division and Absolute Return, Michigan Department of Treasury's Bureau of Investments

Aaron Diefenthaler
CFA, Vice President, Chief Investment Officer & Treasurer, RLI Insurance Corp.

Brian Butchko
CFA, Senior Vice President, Head of Global Portfolio Management, Reinsurance Group of America

Vaibhav Kalia
VP, Senior PM & Head of Fixed Income, Selective Insurance Company of America

Michael Hackmann
CFA, CAIA, Vice President of Investments, Shelter Insurance Companies

Chirag Gandhi
Senior Portfolio Manager: Global Macro, Multi-Asset Investments, State of Wisconsin Investment Board

Steve Xia,
Ph.D, CFA, Senior Managing Director, Head of Asset Allocation & Quantitative Research, The Guardian Life Insurance Company of America

Todd Ludgate
CFA, Senior Portfolio Manager – Fixed Income, The State Board of Administration of Florida

Pooja Rahman
Chief Risk Officer, Transamerica

Robert Cataldo
CFA, Chief Investment and Strategy Officer, UFG Insurance

Zhuoying (Joy) Xu
CFA, Vice President of Strategic Asset Allocation and Fixed Income, Verizon Investment Management Corp. (VIMCO)

Greg Oliff
CFA, Co-Director, Fixed Income, Virginia Retirement System

Jacob M. Day
CFA, Vice President & Chief Investment Officer, WoodmenLife