Agenda

• 11:00 AM ET

  Economic Overview

  When will the Fed stop hiking interest rates? Is inflation finally under control? What’s the economic outlook and is there are recession ahead? What does all this mean for fixed income allocation? The Symposium begins with tackling these questions and how advisors should think about the coming year.

• 11:20 AM ET

  Navigating the Rate Curve with US Government Bonds

  How far out on the yield curve makes sense given the Fed’s next moves? Is a recession upon us and should capital preservation matter most? Should advisors look to incorporate mortgages and agency bonds? The Symposium looks at these questions and whether advisors need dedicated government bond exposure.

• 11:40 AM ET

  Munis in a High Rate Environment

  Long a mutual fund focused investment style, municipal bond ETFs have gained traction. Are muni bonds attractive relative to core taxable funds today? Should investors focus on short term, high yield or more traditional investment grade core strategies? Do you want to turn to active management for muni exposure?

• 12:05 PM ET

  Moving Up the Yield Curve in Today's Market

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

• 12:25 PM ET

  Make Room for CLOs and Bank Loans

  With the Fed potentially resuming rate hikes, advisors may turn to less rate sensitive income products. CLOs and bank loans can help manage duration and provide competitive yields vs. 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?

• 12:45 PM ET

  The Pendulum Has Swung: The Growing Popularity of Active ETFs

  For years, advisors turned to active management for fixed income through the mutual fund wrapper. But now there are many popular active fixed income ETFs. What are the benefits of active management? How are active managers positioned for the second half of 2023? How should advisors think about active and index in portfolio construction?

• 1:10 PM ET

  Covered Calls: Equity Income Strategies Provide A Healthy Alternative to Fixed Income​

  Many advisors are turning to covered call funds to provide lower risk equity exposure and healthy yields using options. But not all approaches are not the same. Some are actively managed while others provide broad market exposure but both enhance income using derivatives. Learn what makes these strategies a strong alternative to bonds.

• 1:30 PM ET

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

  With much uncertainty around the Fed’s next move, advisors are looking for answers. Where are professionals putting money to work in fixed income? How should advisors put money to work? What sectors look most appealing? We are bringing in some of the top money managers to help us understand how to invest for the second half of 2023.

• 1:50 PM ET

  The Latest Alternative Income Strategies: Looking Beyond Bonds For Fixed Income

  Many advisors are looking to alternatives for income. These products provide the stability and downside protection clients want without taking on credit or interest rate risk. Hear about some of the most popular ways to augment your conventional fixed income allocation while maintaining higher yield goals.