Q3 Fixed Income Symposium

September 18, 202511am ET / 8am PT

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 Q3 Fixed Income Symposium. This 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: Future of Fixed Income

Moving Out of Cash

Should You Take on Interest Rate Risk?

A Focus on Securitized Debt

How Muni Bonds Can Fit Into Your Portfolio

Why Turn to Active Management?

Register today for this free Symposium, accepted for TWO (2) continuing education (CE) credits by the North American Securities Administrators Association™ (NASAA)*, Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services and learn how to take advantage of all that fixed income has to offer.

*NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

Agenda

11:05 AM ET

Outlook on Interest Rates: How to Position Fixed Income Portfolios

With the Fed likely to have cut interest rates just before the symposium kicks off, advisors have many questions. Where are interest rates headed the rest of the year, and what role will politics play? How should advisors position portfolios given the shift in monetary policy? We will hear from leading asset managers to help answer questions.
11:25 AM ET

Moving Out of Cash

Much has been said about the vast amount of money sitting on the sidelines. We explore what putting that money to work can look like in today’s environment.
11:45 AM ET

Should You Take on Interest Rate Risk?

Are you prepared for the next move in interest rates? Taking on interest rate risk can be a powerful tool for growth, but it can also lead to significant losses if managed improperly. Join our panel of industry leaders as they share their insights and help you determine how you should manage interest rate risk.
12:10 PM ET

A Focus on Securitized Debt

Join us for “A Focus on Securitized Debt,” an in-depth panel discussion designed to dissect the structure, risks, and opportunities within this investment style. Guided by seasoned asset managers, we will explore the distinct characteristics of key sectors, from the consumer and commercial credit landscape of asset-backed securities to the U.S. housing market’s impact on residential mortgage-backed securities. Advisors seeking income willl benefit with the knowledge to better assess the role of securitized assets in a modern portfolio.
12:30 PM ET

How Muni Bonds Can Fit Into Your Portfolio

Muni bonds have unique characteristics that can enhance a fixed income porfolio. We dive into key strategies for managing risk and maximizing tax-advantaged income.
12:40 PM ET

Why Turn to Active Management?

With rate uncertainty and shifting credit risks, today’s bond market demands agility. Active fixed income funds can offer flexible solutions for investors looking to enhance their fixed income allocation. Join our panel as we unpack key trends within the space and the benefits of using active fixed income.