Agenda

• 11:05 AM ET

  Outlook on Interest Rates: How to Position Fixed Income Portfolios

  When will the Fed start cutting interest rates? Is inflation finally under control? What’s the
  economic outlook for the remainder of the year? What does all this mean for fixed income
  allocations? The Fixed Income Symposium kicks off by tackling these questions and providing
  general guidance on how advisors should think about the coming year.

• 11:25 AM ET

  Moving Out of Cash and Into Short Term Bonds

  Many investors have been sitting in cash and equivalents due to high money market rates.
  However, once the Fed cuts rates, these funds will be less helpful. What should advisors know,
  and how can short-term bond ETFs help?

• 11:45 AM ET

  Should You Take on Interest Rate Risk

  Most advisors feel rates will be lower a year from today. If the economy is in for a soft landing,
  is a longer duration allocation warranted? If short-term cash pays a lot less a year from now,
  might we see a wave of money positioned up the yield curve? Will risk-taking be rewarded?

• 12:10 PM ET

  A Focus on Securitized Debt

  Rather than focusing just on Treasuries and investment grade corporate bonds, many advisors are
  interested in securitized debt. In this interactive session, we will talk to experts to help you
  understand the reward opportunities and the risks.

• 12:30 PM ET

  Where to Take on Credit Risk

  In 2023, hunkering down in short term Treasuries was rewarding. However, as the economy
  shows signs of strength, many advisors are looking to take on credit risk. How much should they
  take on and what areas in credit make the most sense?

• 12:50 PM ET

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

  With uncertainty around the Fed’s next move, advisors are looking for clarity. Where are professionals putting money to work in fixed income? What sectors look most appealing? We are bringing in some of the top money managers to help our audience understand how to invest for the second half of 2024.

• 1:15 PM ET

  Make Room for CLOs and Bank Loans

  With the Fed potentially cutting rates, advisors may turn to more rate sensitive income products.
  CLOs and bank loans can help manage duration and provide competitive yields when compared
  to corporate bonds. Should advisors look to allocate to loan ETFs as an alternative? What risks
  should they be aware of and how does an ETF structure help?

• 1:35 PM ET

  Why Turn to Active ETFs

  As more active fixed income ETFs come to market, financial professionals are accelerating their knowledge to see how they can use fixed income ETFs in their clients’ portfolios. Learn about the opportunities that active fixed income ETFs provide, and some of the barriers advisors have experienced to date.

• 1:55 PM ET

  Where to Invest in the Second Half of the Year

  It was an eventful first quarter of 2024 in fixed income. As advisors look to the second half of
  2024, many questions are top of mind. When will the Fed begin cutting rates? How should
  advisors position for the remainder of the year? We will hear from top managers to answer these
  questions and more.