Venue
1345 @ Ease
1345 @ Ease, 1345 Avenue of the America's (6th & 54th) New York, NY 10105

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Event Date Thu Nov 17 EST (over 2 years ago)
Location 1345 @ Ease
1345 Avenue of the America's (6th & 54th) New York, NY 10105
Region Americas
Details

Inflation, monetary policy, volatility, and a potential recession are just some of the pressures affecting an institutional fixed income portfolio. This series will give attendees practical TIPS and investment strategies to manage fixed income & credit allocations.

Key Agenda Topics:
• Macro factors influencing decisions: inflation, global monetary policy, and volatility
• Building a portfolio that can best weather a potential recession
• The role of high-yield, private credit and assets further out on the risk spectrum
• Potential opportunities brought on by the inclusion of ESG factors
• Opportunities outside of the US

Speakers

2022 Speakers

Nízida Arriaga
CFA Manager, Fixed Income
Wespath Benefits & Investments

Mauricio Banuelos
CFA Portfolio Manager, City of Chicago

David A. Bees
CFA Portfolio Manager, Securitized Assets
Manulife Investment Management

Chris Bendlak
Manager, 401(k) and Pension Investments
Xerox

Chris Brown
CFA Portfolio Manager and Head of Securitized Products, T. Rowe Price

Sean Carlin
CFA, CAIA Assistant Vice President, Wilshire Associates

Christopher Chapman
CFA Senior Portfolio Manager, Co-Head of Global Multi-Sector Fixed Income, Manulife Investment Management

Brett Cornwell
CFA Client Portfolio Manager, Fixed Income
Voya Investment Management

Thomas Coleman
Managing Director, Global Head of Fixed Income Investment Strategists, State Street Global Advisors

David Daigle
SVP Fixed Income Portfolio Manager, Capital Group

Colin Dugas
CFA Portfolio Manager, Securitized, Voya Investment Management

Kevin Edwards
Former Investment Director

Margaret Flynn
Director of Pension Management, Consolidated Edison

Oleg Gershkovich
ASA, MAAA LDI Solutions Strategist, Voya Investment Management

Dave Goodson
Head of Securitized, Voya Investment Management

Joe Grandis
CFA, Associate Partner, Aon

Richard Grimm
Investment Managing Director, Cambridge Associates

Robert Hall
Institutional Fixed Income Portfolio Manager, MFS Investment Management®

Russell Kampfe
Senior Portfolio Manager, Fixed Income, UTIMCO

Kristen Jones
Head of US Private Credit, Research Analyst, Partner, Albourne Partners

Jason Josephiac
CFA, CAIA Senior Vice President, Research Consultant, Meketa

Bradford Long
CFA Partner, Deputy Chief Investment Officer, Fiducient Advisors

Robert Lowry, CFA
Senior Research Analyst – Global Public Markets, Fiducient Advisors

Todd Ludgate
Former Head of Global Fixed Income Strategies, State of Wisconsin Investment Board

Nathan Merkel
Fixed Income Portfolio Manager, Honeywell International

Tim Nest
CFA Head of Private Credit, Aksia

Joseph Ragsdale
CFA Director, Investments, The Boeing Company

Joe Rumph
Manager, Absolute Return and Fixed Income, John D. and Catherine T. MacArthur Foundation

Roberto Sanchez-Dahl
CFA Senior Portfolio Manager, Emerging Markets Debt, Manulife Investment Management

Joshua Tucker
Professor of Politics & Affiliate Professor of Data Science and Russian and Slavic Studies, New York University

Katrina Uzun
Institutional Portfolio Manager, MFS Investment Management®

Frank Valle
CFA, CAIA, Senior Research Analyst
Marquette Associates

Gary Veerman
SVP Head of LDI Solutions, Capital Group

Shannon Ward
SVP Fixed Income Portfolio Manager, Capital Group

Bryan White
Fixed Income Analyst, Pension Investments, Raytheon Technologies Corporation

Sponsors & Partners

2022 Sponsors

• CAPITAL GROUP
• Manulife Investment Management
• MFS Investment Management
• STATE STREET GLOBAL ADVISORS
• T.RowePrice
• voya Investment Management