Conference / Seminar, Virtual Events & Programming

32nd Annual High Yield Bond Conference

Monday, June 6 - Wednesday, June 8

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.

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

Overview

Introduction to High Yield

MONDAY, JUNE 6

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 basics of bankruptcy, essential knowledge in valuing bonds with material default risk. 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.

32nd Annual Conference (General Sessions I & II)

TUES, JUNE 7; WED, JUNE 8

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.

Registration Options

Single Day Pass

$$20for members
  • Nonmembers: $50
Day 1, OR Day 2 OR Day 3

3-Day Bundle

$$60for members
  • Nonmembers: $150
Day 1 AND Day 2 AND Day 3

Agenda

MONDAY, June 6

12:00 PM | OPENING REMARKS

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

12:05 PM | OVERVIEW OF THE HIGH YIELD BOND CLASS

Kimberly Stockton, Senior Manager and Investment Research Strategist, Vanguard

12:50 PM | BREAK

12:55 PM | HIGH YIELD CREDIT ANALYSIS

Stephen Flynn, Senior Credit Analyst, Bloomberg Intelligence

Joel Levington, Director of Research, Bloomberg Intelligence

1:40 PM | BREAK

1:45 PM | BANKRUPTCY BASICS

George Kuney, Lindsay Young Distinguished Professor of Law, The University of Tennessee, Knoxville

2:30 PM | CLOSING REMARKS & ADJOURNMENT

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

TUESday, june 7

12:00 PM | OPENING REMARKS

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

12:05 PM | HIGH YIELD STRATEGY

Srikanth Sankaran, Managing Director, Morgan Stanley

12:50 PM | BREAK

12:55 PM | NEW RESEARCH / TRADE IDEAS

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

1:40 PM | BREAK

1:45 PM | PORTFOLIO MANAGERS PANEL

Panelists

Charles (Chip) Sterling CFA, Portfolio Manager, Analyst, Strategic Advisors / Fidelity

David Jackson, CFA, Director, High Yield, Richmond Capital

Will Smith, CFA, Vice President, Director, US High Yield Credit,  AllianceBernsteein, L.P.

2:30 PM | CLOSING REMARKS & ADJOURNMENT

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

WEDNESday, june 8

12:00 PM | OPENING REMARKS

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

12:05 PM | NEW DEVELOPMENTS IN COVENANTS

Anthony Canale, J.D., Global Head of Research, Covenant Review

12:50 PM | BREAK

12:55 PM | MUTUAL FUND FLOWS

Cameron Brandt, Director of Research, Informa Financial Intelligence

1:40 PM | BREAK

1:45 PM | HIGH YIELD TRADING

Christopher White, CEO, BondCliQ

2:30 PM | CLOSING REMARKS & ADJOURNMENT

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

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Refunds, Cancellations, and Substitutions

  • 48 HOURS ADVANCED NOTICE OR MORE:
    • Credit to be issued (to be used within 6 months)
  • LESS THAN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to [email protected].

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.