Fixed Income and Credit Conference 2022 - Virtual | Pensions & Investments | 28 November 2022 | Virtual

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

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

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

Tod Trabocco
Managing Director, Private Credit Strategies, Aksia

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

Ryan Walter
Senior Consultant, NEPC

Shannon Ward
SVP Fixed Income Portfolio Manager, Capital Group

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

Joy Xu
CFA, Vice President, Verizon Investment Management Corp.

2022 Sponsors

• Capital Group
• Manulife Investment Management
• MFS
• State Street Global Advisor
• T. Rowe Price
• Voya Investent Management