Conference / Seminar, Virtual Events & Programming

32nd Annual High Yield Bond Conference

Monday, June 6 - Wednesday, June 8

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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

3-Day Bundle

$$60for members
  • Nonmembers: $150

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