29th Annual High Yield Bond Conference

Tuesday, June 11 - Wednesday, June 12

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Early Bird Registration

Fees & Options

Bundled

$315 Member | $540 Nonmember

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Class Only

$150 Member | $275 Nonmember

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Conference Only

$250 Member | $475 Nonmember

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Master Class

Tuesday, June 11

This program focuses on the basic building blocks of high yield investment. Leading practitioners describe state-of-the-art practices in high yield credit analysis and portfolio management. Another focus is high yield’s distinctive market structure and trading environment. The Master Class benefits current as well as aspiring high yield practitioners, providers of services to high yield managers, institutional asset allocators, and investment advisors, who seek to better understand the role of high yield bonds in their portfolios.

Agenda

Tuesday, June 11

8:30 AM | Check-in & Continental Breakfast


9:00 AM | Welcome & Opening Remarks

Martin Fridson, CFA, Chief Investment Officer – Lehmann Livian Fridson Advisors LLC


9:05 AM | Credit Analysis

Kingman Penniman, CFA, President and Chief Executive Officer, KDP Investment Advisors


9:50 AM | Covenants

Bill Hart Jr., Banking & Finance Partner, Mayer Brown


10:45 AM | Coffee Break & Networking


11:15 AM | The Many uses of Indexes

Martin Fridson, CFA, Chief Investment Officer – Lehmann Livian Fridson Advisors LLC


12:15 PM | The Corporate Bankruptcy Process

Alan J. Lipkin, Partner, Willkie Farr & Gallagher,LLP


1:15 PM | Lunch


1:45 PM | Middle Markets: Current Credit Issues

Jerry van Koolbergen, Structured Credit, DBRS, Inc.

Benjamin Deutsch, Senior Vice President, DBRS, Inc.


2:30 PM | Transacting in the Primary and Secondary Markets

John Atkins, Senior editor & Director, S&P Global Market Intelligence


3:00 PM | Adjournment

General Session—29th Annual Conference

Wednesday, June 12

CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. Leading market participants address the challenges of changing economic conditions and regulatory developments. Expert presenters discuss current developments in the new issue market and leveraged loans. This program is recommended for credit analysts, fixed income portfolio managers, institutional investors, and financial advisors, who allocate to the high yield asset class, as well as providers of services to money managers.

Agenda

Wednesday, June 12

8:30 AM | Check-in


9:00 AM | Welcome & Opening Remarks

Martin Fridson, CFA, Chief Investment Officer – Lehmann Livian Fridson Advisors LLC


9:05 AM | Market Outlook

Peter Acciavatti, Managing Director, J.P. Morgan Securities, LLC


9:50 AM | Growth of the BBB/Baa Category

Thomas J. Marshella, Managing Director, Moody’s Investor Service

John Puchalla, CFA, Senior Vice President, Moody’s Investor Service

Christina Padgett, Senior Vice President, Moody’s Investor Service


10:30 AM | Coffee Break & Networking


10:45 AM | New Issue Market

Chip Allison, Wells Fargo


11:15 AM | Buy Side Panel

Margie Patel, Wells Capital Mangement

Jack Flaherty, Investment director & co-head of credit strategies, GAM

Wayne Hosang, Managing Director, Portfolio Manager, Crescent Capital


12:15 PM | Lunch


12:45 PM | Research Innovations

Martin Fridson, CFA, Chief Investment Officer – Lehmann Livian Fridson Advisors LLC

Itay Goldstein, Professor of Finance, The Wharton School

Azi Ben-Rephael, Associate Professor of Finance, Rutgers University

Paul Kamenski, CFA, Co-Head of Credit, Man Numeric


2:45 PM | Coffee Break & Networking


3:00 PM | Credit Views

Joel Levington, Director of credit research, Bloomberg Intelligence

Stephen Flynn, Senior Credit Analyst, Bloomberg Intelligence


3:45 PM | Loans.CLO’s

Ted Basta, Executive Vice President of Market Analytics & Investor Strategy, LSTA


4:30 PM | Conclusion

Event Chair

Martin Fridson, CFA, Chief Investment Officer, Lehmann Livian Fridson Advisors LLC

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Event Media & Related Content

See multimedia content from last year’s 28th Annual High Yield Bond Conference & Master Class »