P&I Fixed Income and Credit 2023 - Chicago | Pensions & Investments | 14 November 2023 | TBA, Chicago

After a year that many in the fixed income world want to forget, 2023 presented an opportunity for a fresh approach to fixed income investing for many investors. How has that materialized? With higher rates, there are opportunities to meet return expectations with less risky assets. How does this evolve an institutional allocators portfolio and how does a recession play into those plans? Should you be on the defensive or offensive? Is this fixed income’s year? This event Series will discuss how asset owners can take advantage of the new environment we find ourselves in to refine their overall strategies and avoid potential risks.

2023 Speakers

Julie Austin
Managing Director, Risk & Liability Management, Constellation

Mauricio Banuelos
CFA
Portfolio Manager, Office of the City Treasurer, City of Chicago

Margaret Flynn
CFA, Director of Pension Management, Consolidated Edison

Xavier Goss
Fixed Income Portfolio Manager, Capital Group

Mitchell Green
Portfolio Officer, Firefighters’ Pension Investment Fund\

Adam Kobor
Managing Director of Investments, New York University

Phill Nelson
CFA Partner, Head of Asset Allocation, NEPC

Tim Paulson
Investment Strategist, High Grade, Lord Abbett

Neil Roache
Chief Investment Officer, Johnson & Johnson

Steve Swanson
Executive Director, Chicago Park Employees’ Annuity & Benefit Fund

Orray Taft
Managing Principal/Consultant & Risk Manager, Meketa

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

2023 Sponsors

• Abrdn
• American Funds
• Fidelity Investments
• Lord Abbett
• State Street Global Advisors
• T.Rowe Price
• Moody's Analytics