Q4 Fixed Income Symposium

October 24, 202411am 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 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

Make Room for CLOs and Bank Loans

Munis: More Than Meets the Eye

Why Turn to Active ETFs

Register today for this free Symposium, pending acceptance for 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

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

Make Room for CLOs and Bank Loans

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?
1:15 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.
1:35 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.