CFA Society San Francisco to Host 2015 Fixed Income Panel

SAN FRANCISCO--()--CFA Society San Francisco will host its 2nd Annual Fixed Income Panel: A New Paradigm in Fixed Income Investing on June 3, 2015 at Hilton Financial District.

Traditional institutional money investors like pension and endowment funds have always invested a percentage of their assets in long-only active fixed-income indexed to the U.S. Aggregate. However, with more than a three-decade-long bull market in interest rates behind us, investors need to not only be seeking out strategies that provide higher yields than cash, but also those that guard against an eventual rise in interest rates. An ‘absolute return’ strategy, with or without leverage, may meet both of these objectives. It is critical to construct a well-diversified, duration-constrained portfolio that takes advantage of alpha-generating opportunities to generate returns not only in a rising rate environment but also when rates are range bound. In this new paradigm of fixed-income investing, these strategies are known as follows: Unconstrained, Absolute Return, Real Return or Strategic Alpha. Regardless of name, a common feature of these strategies is they are not indexed to any fixed-income benchmark.

Panelists for the event include Marc P. Seidner, CFA, CIO Non-traditional Strategies, a managing director and head of portfolio management for PIMCO; Michael Swell, co-head of Global Portfolio Management within the Global Fixed Income team in Goldman Sachs Asset Management (GSAM); and Jeffrey Rosenberg, CFA, managing director of BlackRock’s Chief Investment Strategist for Fixed Income. The event’s moderator is Satish Swamy, CFA.

Some sponsorship opportunities are still available. For information on sponsoring this event, contact CFASF Executive Director Maren Amdal, CAE, at 415.814.7904 or email maren@cfa-sf.org.

EVENT DETAILS

 

WHAT:

      3rd Annual Fixed Income Panel
 

WHERE:

Hilton San Francisco Financial District
750 Kearny Street
San Francisco
 

WHEN:

Thursday, June 3, 2015
3:00 – 5:00 pm
 

ABOUT CFA SOCIETY SAN FRANCISCO:

With its origin dating back to March 1929, the CFA Society San Francisco (CFASF) is the second oldest and seventh largest of the 140 societies globally that now constitute the membership arm of the prestigious CFA Institute, issuer of the Chartered Financial Analyst Designation. Currently, the Society’s 3,250 members include investment professionals employed by Bay Area banks, insurance companies, investment counselors, brokers, public agencies, universities and corporations.

Contacts

CFA Society San Francisco
Heather O'Neill, 415-814-7903
Communications Manager
heather@cfa-sf.org

Release Summary

CFA Society of San Francisco Announces Fixed Income Panel

Contacts

CFA Society San Francisco
Heather O'Neill, 415-814-7903
Communications Manager
heather@cfa-sf.org