Conference / Seminar, Virtual Events & Programming

31st Annual High Yield Bond Conference

Monday, June 7 - Thursday, June 10

Loading Events
This event has passed.

Wait! A Note on Registration:

We’ve launched Cvent—our new events platform!

Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

I don’t have a CFA Institute account

  • No problem! You’ll have the chance to create one prior to registration.

I already have a CFA Institute account

  • Great! Be sure to use your existing credentials at registration.
Cvent Transition Guide

Overview

Introduction to High Yield

MONDAY, JUNE 7

This program focuses on the basic building blocks of high yield investment. Leading practitioners provide an overview of the market’s scope, structure, and performance, as well as a how-to on high yield credit analysis. Another session will explain the dynamics of financial workouts and restructurings. This day’s program benefits both new and 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.

31st Annual Conference (General Sessions I, II & III)

TUES, JUNE 8; WED, JUNE 9; THURS, 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 give their views on the best values in today’s market. Experts discuss the default rate outlook, quantitative methods, incorporating ESG into credit analysis, and recent scholarly research findings. 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.

Register to Attend

Member Registration

All Days, Sessions, Packages

$FREEfor members

Nonmember Registration

Master Class

$50until June 7

HYB Bundle

$200until June 10

1-Day Gen Session

$75Until June 10
Register to Attend

Agenda

Monday, june 7

Introduction to High Yield Bonds

12:00 PM | WELCOMING REMARKS

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


12:05 PM | SIZE, STRUCTURE, AND PERFORMANCE

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


12:55 PM | BREAK


1:05 PM | WORKOUTS AND RESTRUCTURING

Joshua Nahas, Principal, Wolf Capital Advisors


1:55 PM | BREAK


2:00 PM | FUNDAMENTALS OF HIGH YIELD CREDIT ANALYSIS 

Matt Zloto, Co-Head of US HY Research & Sr. Analyst Special Situations, CreditSights


2:55 PM | CLOSING REMARKS & ADJOURNMENT

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

TUESDAY, june 8

Current Market Strategy

12:00 PM | WELCOMING REMARKS

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


12:05 PM | DISTRESSED PLAYS

Dominique Mielle, Former Partner and Senior Portfolio Manager, Canyon Capital


12:40 PM | BREAK


12:45 PM | DEFAULT RATE OUTLOOK

Sharon Ou, Vice President – Senior Credit Officer, Moody’s Investors Service


1:35 PM | BREAK


1:45 PM | LEVERAGED LOANS OPPORTUNITIES

David Preston, CFA, Head of Structured Credit Research, AGL Credit


2:15 PM | BREAK


2:20 PM | WHERE ARE THE BEST VALUES RIGHT NOW?

Matthew Mish, CFA, Head of Credit Strategy, UBS


3:00 PM | CLOSING REMARKS & ADJOURNMENT

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

WEDNESDAY, june 9

Applied Analysis

12:00 PM | WELCOMING REMARKS

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


12:05 PM | QUANTITATIVE METHODS IN HIGH YIELD

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


12:55 PM | BREAK


1:05 PM | RATING SPECULATIVE GRADE BONDS

Robert Schulz, CFA, Managing Director, S&P Global Ratings


1:45 PM | BREAK


1:55 PM | INCORPORATING ESG INTO HIGH YIELD ANALYSIS

Henry Shilling, Founder and Director of Research, Sustainable Research and Analysis LLC


2:50 PM | CLOSING REMARKS & ADJOURNMENT

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

Thursday, june 10

New Research and Current Perspectives

12:00 PM | WELCOMING REMARKS

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


12:05 PM | A VIEW FROM THE FRONT LINES

John Dixon, High Yield Bond Trader, Dinosaur Financial Group LLC

Martha Metcalf, CFA, Head of U.S. Credit, Portfolio Manager, Schroders Investment

Wiliam Zox, CFA, Portfolio Manager, Diamond Hill Capital Management, Inc.


1:05 PM | BREAK


1:15 PM | RECENT FINDINGS IN HIGH YIELD RESEARCH

Topic #1:Why COVID-19 Affected High Yield and Investment Grade Differently

Alan Moreira, Associate Professor of Finance, University of Rochester

Topic #2: Impact of ETF on Pricing of Underlying High Yield Bonds

John D. Finnerty, PhD, Professor of Finance – Gabelli School of Business, Fordham University

Topic #3: Do Bond Investors Know Better than the Credit Rating Agencies?

Professor Lei Zhou, PhD, PRM, Professor – College of Business, Northern Illinois University


2:45 PM | CLOSING REMARKS & ADJOURNMENT

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

Register to Attend

Additional Details

Learning Outcomes

  • Explore and discuss career paths and professional development in this time of transformation
  • Gain insight into advances and developments in equity research techniques, valuation and portfolio management.
  • Understand areas where fintech innovation is having an impact on the investment industry now and in the future.