Redefining Fixed Income Series: Creating a Modern Fixed Income Portfolio for the Future

Feb 1st - Jul 31st 2021
1:00 - 2:30 PM Eastern Time
Virtual Program
About

2020 is indeed over, but not so much the ramifications of the year. Adapting to major changes in the markets and finding opportunities amid continued uncertainty is important for investors. Fixed income has maintained an interest in investors' portfolios. However, with low-interest rate and the need to generate income the investors are casting their nets far and wide to diversify. Recent events have highlighted the need for diversification within the fixed income portfolio. The opportunities in bonds, securitized markets, and private credit as investors are finding private markets of major interest. There is a need to focus on fixed income and credit markets outside of the traditional asset classes to generate income and finding liquidity. What are some of these non-traditional subsectors and classes that investors are now focused on? This series will discuss the need to revamp and create portfolios for the future, to maintain stronger income generation down the road.

The series will have six episodes, with one episode each month. The focus of each episode will be built around different topics based on thought leadership from our asset management partners.

The webinar will be 90-minutes, based on a fireside chat with managers about their thought leadership piece and an allocators' panel, discussing their investment experience in the current time and opportunities for the future.

Become a Sponsor

Monthly Series

1:00 - 1:05 PM

Chairperson Welcome

What are the issues, concerns and primary interests of your LP peers – from the larger pension plans, insurance companies, charitable trusts, and endowments and foundations?

1:05 - 1:30 PM

Fireside Chat: Strengthen Your Core: The Off-Benchmark Benefit

Balancing the need for your core fixed income allocation to provide a stabilizing effect against the potential for negative near-term returns in a rising rate environment is a challenge. To strengthen your core allocation, you need to look beyond traditional benchmark exposures to find opportunities that will position your portfolio to add value in various market environments while maintaining investment grade quality. This session will explore how to find relative value among tens of thousands of securities in the investment grade fixed income market.

1:30 PM - 1:45 PM

Breakout Discussion Groups

We will break into small, private discussion groups, where LPs may share their views on the strategy discussed in the Fireside Chat and the rationale behind it. Do they agree or disagree, and what are the reasons for their views? Are there other factors which should be taken into consideration?

1:45 PM - 2:00 PM

Audience Q&A

Back in the main session, delegates get time to share thoughts, questions and comments with the original speakers.

2:00 -2:30 PM

Allocators' Panel Discussion: Future of Core Fixed Income Strategy: Finding Opportunities in Challenging Times

Despite the risk and challenges of the current unprecedented times, as economic recovery continues – what are some of the key opportunities in fixed income market? With low interest rates what are the sectors that investors are exploring for short term and longer-term growth? These times are new, but the asset class behavior is not different from the past market stress cycle. How does EM debt opportunity compare to the developed markets? How promising are the bond yield looking? The panel will explore how to keep your fixed income portfolio diversified and strong in 2021 and beyond.

Register to Attend


Participation is strictly limited to qualified executives. Once registered, a member of the Institutional Investor team will be in touch to confirm attendance. Due to capacity restraints, all registrations will be accepted on a first come first serve basis.


Registration

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Session Details
May 20, 2021

Redefining Fixed Income Series: Episode 4
1:00 PM - 2:30 PM
America/New York
June 24, 2021

Redefining Fixed Income Series: Episode 5
1:00 PM - 2:30 PM
America/New York
July 22, 2021

Redefining Fixed Income Series: Episode 6
1:00 PM - 2:30 PM
America/New York
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Advisory Board

Zack Rasure, Analyst, Public Equity and Fixed Income, Ascension

Tim Compan, Managing Director, Credit, Cleveland Clinic

Adam Kobor, Managing Director of Investments, New York University

Andrew Michalak, Portfolio Manager – Fixed Income, OPTrust

Thomas Borghard, Associate Director, Pension Investments, Raytheon Technologies Corporation​

Tunc Dayioglu, Managing Analyst, State of Wisconsin Investment Board

Sponsors

Crescent Capital

Diamond Hill Capital Management, Inc.

Ninety One

PineBridge Investments

T. Rowe Price
 

Contact

 

 

For asset allocators looking for further information, please contact:

Cynthia Huynh
Director, Investor Relations
1120 Avenue of the Americas | 6th Floor | New York, NY 10036
Email: cynthia.huynh@institutionalinvestor.com
Phone: 212-224-3688

For asset managers interested in participating, please contact:

Vicki King
Managing Director, Head of Global Sales - Memberships, Forums and Media
1120 Avenue of the Americas | 6th Floor | New York, NY 10036
Email: vicki.king@institutionalinvestor.com
Phone: 212-224-3160