Inside Fixed Income & Dividend Investing Summit 2018 | 13 November 2018 | Fashion Island Hotel Newport Beach, 690 Newport Center Dr, Newport Beach, CA 92660, USA

Staying Ahead of Volatile Markets

Explore everything from high yield to new-age bond strategies at Inside Fixed Income & Dividend Investing Summit

The Leading Event Focused On Fixed Income Investing In The US

2018 Speakers

Christopher Alwine
Principal & Global Head of Credit Fixed Income Group, Vanguard

Michael Arone
Chief Investment Strategist for the SPDR® Americas Business, State Street Global Advisors

Kim Arthur
CEO, Portfolio Manager & Founding Partner, Main Management

Matthew Bartolini
Head of SPDR® Americas Research, State Street Global Advisors

Reggie Browne
Sr. Managing Director, Cantor Fitzgerald & Co.

Sal Bruno
CIO, IndexIQ by New York Life Investments

Benjamin Christensen
Executive Director, JP Morgan

Sean Clark
CIO, Clark Capital Management Group

Ugo Egbunike
Sr. VP, Credit Trading, Millennium Advisors

Dan Fox
President & Founder, BBA Strategies

Steve Frazier
President, Frazier Investment Management

Justin Guichard
Managing Director, Oaktree Capital

Mo Haghbin
SVP, Head of Product, OppenheimerFunds

Jay D. Hatfield
Co-Founder, CEO, & Portfolio Manager, Infrastructure Capital Advisors, LLC

Matt Hougan
Chairman, Inside ETFs

David Kotok
Chairman/CIO, Cumberland Advisors

Scott Ladner
Head of Investments, Horizon Investments

Benjamin Lavine
CIO, 3D Asset Management

David Lebovitz
Executive Director, Global Market Strategist, J.P. Morgan Asset Management

Matt Lewis
VP, Head of ETF Implementation & Capital Markets, American Century Investments

Tom Lydon
Editor & Publisher, ETF Trends

Henry Ma
President & CIO, Julex Capital Management, LLC

Nick Maroutsos
Co-Head of Global Bonds | Portfolio Manager, Janus Henderson Investors

Andy Martin
President, 7Twelve Advisors, LLC

Anne Mathias
Senior Strategist, Fixed Income Group, Vanguard

Michael McClary
CIO, TOPS Portfolios/ ValMark Financial Group

Larry McDonald
NY Times bestselling author, CNBC's weekly contributor, Founder, The Bear Traps Report

Christian Menegatti
Senior Vice President | Chief Investment Strategist, Windhaven Investment Management

Kris Moreton
VP, Client Portfolio Manager, Columbia Threadneedle Investments

Benjamin Morris
ETF Product Manager, Bloomberg LP

Bryan Novak
Senior Managing Director, Astor Investment Management LLC

Jay Pelosky
CIO & Co-Founder, TPW Investment Management

Todd Rosenbluth
Senior Director, ETF & Mutual Fund Research, CFRA

Jerome Schneider
Managing Director and Head of Short-Term Portfolio Management, PIMCO

Leighton Shantz
Director of Fixed Income, Employees Retirement System of Texas

Jeffrey Sherman
Deputy Chief Investment Officer, DoubleLine Capital LP

Bob Smith
President & CIO, Sage Advisory Services

John Swolfs
CEO, Inside ETFs

Tim Urbanowicz
Senior Fixed Income ETF Strategist, Invesco

Drew Voros
Editor-in-Chief, ETF.com

Carolina Wilson
Journalist, Bloomberg News

Bill Zox
CIO-Fixed Income, Diamond Hill Capital Management, Inc.

2018 Sponsors, Exhibitors & Partners

PLATINUM SPONSOR:
• STATE STREET GLOBAL ADVISORS

GOLD SPONSORS:
• J.P MORGAN ASSET MANAGEMENT
• Vanguard

SILVER SPONSORS:
• Columbia Threadneedle Investments
• Invesco
• Janus Henderson
• Infrastructure Capital Advisors, LLC

BRONZE SPONSORS:
• American Century Investments
• IndexIQ
• OppenheimerFunds The Right Way to Invest

EXHIBITORS:
• FTSE Russell
• Goldman Sachs Asset Management
• PGIM INVESTMENTS

MEDIA PARTNERS:
• FON Family Office Networks
• QWAFAFEW
• Investing.com

NOT FOR PROFIT EDUCATIONAL PARTNER:
• CFA Society of Orange County