Fixed Income Symposium

April 18, 202411am ET / 8am PT

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Hrs

Min

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Overview

Financial advisors are making critical strategic and portfolio construction decisions regarding fixed income allocations. There is more money in motion in fixed income ETFs and mutual funds than we've ever seen. Advisors are asking for guidance, and this is why we are producing the Fixed Income Symposium. This half-day symposium brings the brightest minds in the ETF and mutual fund industry together for panel discussions spanning nine critical fixed income topics.

Topics covered will include:


  • Outlook on Interest Rates: How to Position Fixed Income Portfolios​

  • Moving Out of Cash and Into Short Term Bonds ​

  • Why Turn to Active ETFs​

  • A Focus on Securitized Debt ​

  • Where to Take on Credit Risk ​

  • Multi-Sector Bond Investing: Where Do the Rewards Outweigh the Risks? ​

  • Make Room for CLOs and Bank Loans​

  • Municipal Bonds


Register today for this free Symposium, approved for three hours of continuing education (CE) credit by the Certified Financial Planner Board of Standards, The Investment and Wealth Institute and The American College of Financial Services and learn how to take advantage of all that fixed income has to offer.

Agenda

Register now

Speakers

Alex Obaza, CFA - Portfolio Manager, T. Rowe Price

Alex Obaza, CFA

Portfolio Manager

T. Rowe Price

Sonali Pier - Managing Director, Portfolio Manager, PIMCO

Sonali Pier

Managing Director, Portfolio Manager

PIMCO

Julian Potenza, CFA - Portfolio Manager, Fidelity Investments®

Julian Potenza, CFA

Portfolio Manager

Fidelity Investments®

Doug Longo - Head of Fixed Income Portfolio Strategists, Dimensional

Doug Longo

Head of Fixed Income Portfolio Strategists

Dimensional

Mark Cintolo, CFA, CAIA - Vice President, Portfolio Consultant, Natixis Investment Managers

Mark Cintolo, CFA, CAIA

Vice President, Portfolio Consultant

Natixis Investment Managers

Dominic Nolan - CEO, Aristotle Investment Services, the adviser to Aristotle Funds, Aristotle Funds

Dominic Nolan

CEO, Aristotle Investment Services, the adviser to Aristotle Funds

Aristotle Funds

Laura Mayfield - Assistant Vice President & Senior Portfolio Manager, Touchstone Investments

Laura Mayfield

Assistant Vice President & Senior Portfolio Manager

Touchstone Investments

Jeffrey N. Given, CFA  - Senior Portfolio Manager, Co-Head of U.S. Core and Core-Plus Fixed Income, John Hancock Investment Management

Jeffrey N. Given, CFA

Senior Portfolio Manager, Co-Head of U.S. Core and Core-Plus Fixed Income

John Hancock Investment Management

Matthew Wrzesniewsky - Vice President and Fixed Income Strategist, Goldman Sachs Asset Management

Matthew Wrzesniewsky

Vice President and Fixed Income Strategist

Goldman Sachs Asset Management

Jason Greenblath - Vice President, Senior Portfolio Manager, American Century Investments

Jason Greenblath

Vice President, Senior Portfolio Manager

American Century Investments

Justin Danfield - Fixed Income ETF Strategist, Invesco

Justin Danfield

Fixed Income ETF Strategist

Invesco

Jason Duko - Executive Vice President, Portfolio Manager, PIMCO

Jason Duko

Executive Vice President, Portfolio Manager

PIMCO

Tim Wickstrom - Managing Director, Panagram

Tim Wickstrom

Managing Director

Panagram

Emma Friend - ETF Marketing Lead, Capital Group

Emma Friend

ETF Marketing Lead

Capital Group

Margaret Steinbach - Fixed Income Investment Director, Capital Group

Margaret Steinbach

Fixed Income Investment Director

Capital Group

Mark McNeill, CFA - Senior Vice President, Client Services – Fixed Income, TCW

Mark McNeill, CFA

Senior Vice President, Client Services – Fixed Income

TCW

Tim Anderson, CFA - Lead Multi-Asset Portfolio Manager, RiverFront Investment Group

Tim Anderson, CFA

Lead Multi-Asset Portfolio Manager

RiverFront Investment Group

Nathan Kehm, CFA - Vice President, Senior Portfolio Manager, Federated Hermes

Nathan Kehm, CFA

Vice President, Senior Portfolio Manager

Federated Hermes

Tom Lydon - Vice Chairman, VettaFi

Tom Lydon

Vice Chairman

VettaFi

Todd Rosenbluth - Head of Research, VettaFi

Todd Rosenbluth

Head of Research

VettaFi

Sponsors

Take advantage of all that fixed income has to offer!

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