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[CFA Institute Webinar] Fixed Income Management—Navigating Risks to Bond Markets from COVID-19

June 10, 2020 | 2:00 PM - 2:45 PM

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Overview

Attendance is limited. Please register early.

In this webinar, Anne Walsh, CFA, will discuss strategies to weather near-term bond market risks from COVID-19 and a global recession and take advantage of attractive fixed income investment opportunities as they unfold.

Despite zero to negative interest rates in many global bond markets and extraordinary fiscal and monetary policy responses to COVID-19, corporate credit risk continues to rise. Investment grade bond investors must contend with the downgrade risk of BBBs hanging over markets that is likely to be exacerbated by a deep global recession. Anne Walsh, CFA will analyze current market dynamics in corporate credit and other fixed income sectors, explore the effects and unintended consequences of recent policy responses and discuss fixed income strategies to navigate risks and potential investment opportunities ahead.

Additional Details

Anne Walsh, CFA
Chief Investment Officer, Fixed-Income, Guggenheim

Anne Walsh, CFA, is chief investment officer for fixed income at Guggenheim Partners, where she also serves as head of the portfolio construction group and portfolio management team. She is responsible for meeting the return and risk needs of the firm’s fixed-income clients, including insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors. Previously, she served as chief investment officer at Reinsurance Group of America, Incorporated, and as vice president and senior investment consultant at Zurich Scudder Investments. She holds BSBA and MBA degrees from Auburn University and a JD degree from the University of Miami School of Law.

Christopher T. Vincent, CFA
CEO, CFA Society Chicago

Christopher T. Vincent, CFA, is CEO of CFA Society Chicago. Previously, he served as partner and senior fixed-income portfolio manager at William Blair. He was a portfolio manager for the firm’s Core Fixed Income, Intermediate Fixed Income, Low Duration Fixed Income, and Ready Reserves strategies. Mr. Vincent also served as a portfolio manager at Kemper Financial Services (and its successor firms), where he managed core and core plus fixed-income portfolios for institutional clients. He began his investment career as a pension plan sponsor at Ralston Purina. Mr. Vincent has served as chairman, vice chair, and secretary/treasurer of the board of directors of CFA Society Chicago and has served on the CFA Institute Annual Conference Advisory Group. He earned a BSBA from the University of Missouri and an MBA from Saint Louis University.

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.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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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.

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