Agenda

• 11:05 AM ET

  Outlook on Interest Rates: How to Position Fixed Income Portfolios

  Is the Fed done cutting rates for 2024, or will it remain aggressive? What is the monetary policy outlook for 2025? We’ll kick off the Fixed Income Symposium by tackling these questions and providing general guidance on how advisors should think about positioning their fixed income allocation for 2025.

• 11:25 AM ET

  Moving Out of Cash and into Bonds

  Many investors have been sitting on cash and equivalents due to high money market rates. However, the Fed has started cutting rates, and duration is suddenly looking interesting. We’ll explore ideas on how to rethink cashlike positions and look at how to reallocate in the near term.

• 11:45 AM ET

  Unconstrained Mutual Funds

  With many tools available, how does an active manager build a portfolio? We’ll talk to the manager of a Voya mutual fund that seeks to produce attractive yield without increasing interest-rate-risk sensitivity or reaching too far down the quality spectrum.

• 12:10 PM ET

  Multisector 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’re bringing in some of the top money managers to help our audience understand how to invest heading into 2025.

• 12:30 PM ET

  Where to Take on Credit Risk

  Credit risk has been compelling in an economy that keeps growing. But not all credit risk is created equal. We’ll dive into the category and explore areas where risk is rewarding.

• 12:50 PM ET

  Why Turn to Active ETFs?

  Active fixed income ETFs have been on fire, accounting for 40% of all fixed income flows in 2024. Investors are increasingly looking for ways to slice and dice the bond market for more targeted exposure across the credit quality spectrum and yield curve, as the markets welcome more rate cuts from the Federal Reserve. Our panel of experts will help you sharpen your tools and find attractive opportunities to prepare your clients for what’s to come.

• 1:15 PM ET

  Munis: More Than Meets the Eye

  Muni bonds have a unique set of characteristics — from tax treatment to types of access — that makes the category stand out from other fixed income assets. The experts weigh in on this opportunity set, and explore how passive vs. active approaches can deliver value.

• 1:25 PM ET

  Make Room for CLOs

  CLOs 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

  Should You Have Dedicated Corporate Bond Exposure

  Most core bond strategies have corporate bond exposure, but there are opportunities to consider. Should you overweight toward the bond sector, and where should you take on credit risk?

• 1:55 PM ET

  VettaFi Wrap-Up