
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.
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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
- Nonmembers: $50
3-Day Bundle
- Nonmembers: $150
Agenda
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
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
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