Conference / Seminar, Virtual Events & Programming

30th Annual High Yield Bond Conference

Monday, June 8 - Wednesday, June 10

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Overview

A three-day virtual conference

Master Class

monday, June 8

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.

30th Annual Conference (General Session I & II)

tuesday, june 9 & Wednesday, June 10

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.

Registration Options

Day 1 Only

$FREEfor members
  • Nonmembers: $30
  • June 8 (Day 1)
  • Master Class Only

3-Day Combo

$30for members
  • Nonmembers: $90
  • June 8, 9 and 10
  • Master Class, General Session I + II

2-Day Combo

$30for members
  • Nonmembers: $80
  • June 9 and 10 (Days 2 + 3)
  • General Session I + II

Agenda

MOnday, June 8

12:00 PM | Welcome & Introductions

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

12:05 PM | The Corporate Bankruptcy Process

Gregory Schwed, Partner, Loeb & Loeb LLP

12:35 PM | Credit Analysis Case Study

Vince Kong, Senior Credit Analyst, Aflac Global Investments

1:20 PM | High Yield Bond Covenants

Laura Kaufmann Belkhayat, Partner, Corporate Finances at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates

1:45 PM | Transacting in the High Yield Bond Market Then and Now

Alan Schlesinger, Founder and Managing Partner, Alchemy Management LLC.

2:20 PM | Conclusion & Adjournment

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

Tuesday, June 9

12:00 PM | Welcome & Introductions

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

12:05 PM | Market Outlook

Mariarosa Verde, Group Credit Officer, Moody’s Investors

12:35 PM | Buy Side Panel

David J. Breazzano, President, DDJ Capital Management, LLC

Gene Neavin, CFA, Vice President, Portfolio Manager, Senior Investment Analyst, Federated Hermes

1:15 PM | Loan Market: the COVID-19 Reset

Jeffrey Bakalar, Senior Managing Director & Chief Investment Officer, Senior Loans, Voya Investment Management

Judith Fishlow Minter, Managing Director, Co-Head Loan Capital Markets, Royal Bank of Canada Capital Markets

Leland Hart, Co-Chief Investment Officer, Alcentra

Steven Miller, Team Leader, LevFin Intelligence Group, Fitch Solutions

1:55 PM | Mutual Funds / ETF

Todd Rosenbluth, Senior Director of ETF & Mutual Fund Research, CFRA

2:30 PM | Conclusion & Adjournment

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

Wednesday, June 10

12:00 PM | Welcome & Introductions

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

12:05 PM | Keynote Address: Credit Picks for the Current Environment

Bruce Richards, Chairman & CEO, Marathon Asset Management LP

12:40 PM | Research Innovations – Special Focus: Duration

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

Noel Hebert, CFA, Global Director of FICC Strategies, Bloomberg Intelligence

Michael Anderson, Head of U.S. Credit Strategy, Citigroup

1:25 PM | Leveraged loan Trends

Marina Lukatsky, Senior Director, Leveraged Commentary & Data, S&P Global Market Intelligence

2:05 PM | Conclusion & Adjournment

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

Event Media & Related Content

See multimedia content from last year’s conference:

29th Annual High Yield Bond Conference & Master Class »