Q4 Fixed Income Symposium

October 24, 202411am ET / 8am PT

Days

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 critical fixed income topics.

Topics covered will include:


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

  • Moving Out of Cash and Into Bonds​

  • Unconstrained Mutual Funds​

  • Multisector Bond Investing: Where Do the Rewards Outweigh the Risks?​

  • Where to Take on Credit Risk ​

  • Why Turn to Active ETFs​​

  • Munis: More Than Meets the Eye​

  • Make Room for CLOs​​


Register today for this free Symposium, accepted for three(3) 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

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Speakers

Craig Altholz - Client Portfolio Manager, Invesco

Craig Altholz

Client Portfolio Manager

Invesco

JoAnne Bianco, CFA - Partner, Investment Strategist, BondBloxx Investment Management

JoAnne Bianco, CFA

Partner, Investment Strategist

BondBloxx Investment Management

David Braun - Managing Director & Generalist Portfolio Manager , PIMCO

David Braun

Managing Director & Generalist Portfolio Manager

PIMCO

Kurt Daum, JD - Senior Portfolio Manager , Victory Income Investors, a Victory Capital Investment Franchise

Kurt Daum, JD

Senior Portfolio Manager

Victory Income Investors, a Victory Capital Investment Franchise

Dave Goodson - Head of Securitized Fixed Income, Voya Investment Management 

Dave Goodson

Head of Securitized Fixed Income

Voya Investment Management 

Brian S. Ellis, CFA - Managing Director , Morgan Stanley Investment Management

Brian S. Ellis, CFA

Managing Director

Morgan Stanley Investment Management

Brian P. Kennedy - Co-Portfolio Manager, Natixis Investment Managers Solutions

Brian P. Kennedy

Co-Portfolio Manager

Natixis Investment Managers Solutions

Robert M. Larkins, CFA - Portfolio Manager, Head of Fixed Income Quant Portfolio Management, T. Rowe Price

Robert M. Larkins, CFA

Portfolio Manager, Head of Fixed Income Quant Portfolio Management

T. Rowe Price

Paul Norris - Vice President, Senior Portfolio Manager, American Century Investments

Paul Norris

Vice President, Senior Portfolio Manager

American Century Investments

Brian Quigley - Portfolio Manager ,  Vanguard Fixed Income Group

Brian Quigley

Portfolio Manager

Vanguard Fixed Income Group

Jay Small, CFA - Portfolio Manager, Fidelity Investments

Jay Small, CFA

Portfolio Manager

Fidelity Investments

Bill Sokol - Director of ETF Product Management, VanEck

Bill Sokol

Director of ETF Product Management

VanEck

Ronit Walny, CFA - Head of Fixed Income Client Portfolio Management, Global Fixed Income, Northern Trust Asset Management

Ronit Walny, CFA

Head of Fixed Income Client Portfolio Management, Global Fixed Income

Northern Trust Asset Management

Adam A. Weigold, CFA - Senior Portfolio Manager, Head of Municipal Bonds, John Hancock Investment Management

Adam A. Weigold, CFA

Senior Portfolio Manager, Head of Municipal Bonds

John Hancock Investment Management

 Matt Wrzesniewsky - Client Portfolio Manager for Fixed Income & Liquidity Solutions, Goldman Sachs Asset Management

Matt Wrzesniewsky

Client Portfolio Manager for Fixed Income & Liquidity Solutions

Goldman Sachs Asset Management

Kirsten Chang - Senior Industry Analyst, VettaFi

Kirsten Chang

Senior Industry Analyst

VettaFi

Cinthia Murphy - Investment Strategist, VettaFi

Cinthia Murphy

Investment Strategist

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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