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Compressed yields plus the emergence of new alternative fixed income areas, has created an unprecedented environment for traditional fixed income investors to diversify their allocations. However, with market volatility at renewed highs, a need to understand how current and future macro events will shape individual fixed income areas is becoming harder to come by but more important to secure.

The second annual Investing in Fixed Income, North America report will bring together institutional asset owners from Canada and the U.S. to look at the issues shaping fixed income allocation and investment plans. Senior investment officers will address an array of topics, ranging from avoiding crowded investment options, investing within portfolio mandate restrictions and alternative options to the traditional fixed income set.

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SECTION 1

CENTRAL BANKS

1.1 ROUNDTABLE DEBATE:
Is the US on course for negative yields and if so, what kind of an impact could this have on investors?

Moderator:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Panellists:

  • Donald Lindsey, Chief Investment Officer, American Institutes for Research
  • Tom Heck, Chief Investment Officer, Ball State University
  • Andrew Russell, Head of Fixed Income Investments, The Pensions Board - UCC

SECTION 2

EMERGING MARKET DEBT

2.1 INTERVIEW:
Mining for gems in the emerging market fixed income universe

Interviewer

  • David Grana, Report Publisher, Clear Path Analysis

Interviewees:

  • Mike Rosborough, Senior Portfolio Manager Global Fixed Income, CalPERS
  • Scott Grimberg, Investment Manager, CalPERS

2.2 WHITE PAPER:
The compelling case for investing in emerging market debt in today’s market conditions

  • Invited: Sponsor paper

SECTION 3

THE US ELECTIONS

3.1 INTERVIEW:
What investors should be aware of with the upcoming elections and a new administration

Interviewer:

  • David Grana, Report Publisher, Clear Path Analysis

Interviewee:

  • Ron Knecht, Controller, State of Nevada

SECTION 4

SEARCHING FOR YIELD

4.1 INTERVIEW:
How should investors navigate the high yield market today?

Interviewer:

  • David Grana, Report Publisher, Clear Path Analysis

Interviewee:

  • Jerry Davis, Chief Investment Officer, Piedmont Family Office

4.2 INTERVIEW:
Alternative credit strategies

Interviewer:

  • David Grana, Report Publisher, Clear Path Analysis

Interviewee:

  • Roger Wittlin, Senior Investment Advisor, Hernreich Family Office

4.3 WHITE PAPER:
High yield funds with low risk exposure

  • Invited: Sponsor paper

SECTION 5

INVESTMENT STYLE

5.1 INTERVIEW:
Finding the right active manager to deliver yield and preserve capital

Interviewer:

  • David Grana, Report Publisher, Clear Path Analysis

Interviewee:

  • Allen Huang, Director of Fixed Income, Indiana Public Retirement System

5.2 INTERVIEW:
The Impact of Commodities Prices on Fixed Income Markets

Interviewer:

  • David Grana, Report Publisher, Clear Path Analysis

Interviewee:

  • Peter Ehret, Director of Internal Credit, Employees Retirement System of Texas

SECTION 6

GLOBAL FIXED INCOME MARKETS

6.1 INTERVIEW:
What can we learn about the situation with Japan’s bond market and is it an indicator for the future of the US and Europe?

Interviewer:

  • Invited: Prominent journalist or Clear Path Analysis Publisher, to be confirmed

Interviewee:

  • Invited: Chief Investment Officer, State Retirement System

6.2 WHITE PAPER:
The Draghi Effect: What the ECB’s buying program is doing to the global bond market

  • Invited: Sponsor paper

Donald Lindsey

Chief Investment Officer, American Institutes for Research

Jerry Davis

Chief Investment Officer, Piedmont Family Office

Tom Heck

Chief Investment Officer, Ball State University

Andrew Russell

Head of Fixed Income Investments, The Pensions Board – UCC

Jeff Moore

Portfolio Manager – Bond Group, Fidelity Investments

Mike Rosborough

Senior Portfolio Manager Global Fixed Income, CalPERS

Scott Grimberg

Investment Manager, CalPERS

Ron Knecht

Controller, State of Nevada

Roger Wittlin

Senior Investment Advisor, Hernreich Family Office

Allen Huang

Director of Fixed Income, Indiana Public Retirement System

Peter Ehret

Director of Internal Credit, Employees Retirement System of Texas

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All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 15,000 members, including pension funds, asset owners, investment managers and investment consultants.
The Fixed Income Leaders Summit is the only meeting place for the most influential buy side heads of trading for credit & rate. With 200+ of the most influential Heads of Fixed Income Trading and Portfolio Management from the top US buy side firms all under one roof at one time, this is your opportunity to benchmark your business with those that are best adapting to the new landscape.


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