High Yield Bond Master Class & 27th Annual High Yield Bond Conference

Loading Events
  • This event has passed.

High Yield Bond Master Class & 27th Annual High Yield Bond Conference

High Yield Bond Master Class:

Wednesday, June 21 2017 8:30 am – 3:45 pm

High Yield Bond Conference:

Thursday, June 22 2017 8:30 am – 4:30 pm

Location

CFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York, NY 10036

Pricing

MASTER CLASS

Member $75 | Nonmember $195

CONFERENCE

Member $165 | Nonmember $395

***BUNDLE***

Member $195 | Nonmember $450

Register: Annual Conference
Register: Master Class
Bundle Registration

High Yield Bond Master Class

This program focuses on the basic building blocks of high yield investment. Leading practitioners will describe state-of-the-art practice in high yield credit analysis and portfolio management techniques. Another focus will be high yield’s distinctive market structure and trading environment. The Master Class will benefit existing and aspiring high yield practitioners, providers of services to high yield managers, and institutional asset allocators and investment advisors who seek to understand the role that high yield bonds can play in their portfolios.

27th Annual High Yield Bond Conference

CFANY’s longest-running conference brings attendees up to the minute on the market outlook and key innovations. Leading market participants will address the challenge of rising interest rates and the reduced liquidity brought about by new regulations. Expert presenters will discuss current developments in the new issue market and leveraged loans. One session will highlight new research findings that can aid in understanding and forecasting the high yield market’s performance. This program is recommended for credit analysts, fixed income portfolio managers, institutional investors and financial advisors who allocate to the high yield asset class, and providers of services to money managers.

Martin Fridson, CFA, Chief Investment Officer, Lehmann Livian Fridson Advisors LLC
Michael F. Brown, Global Head of Research, Advantage Data Inc.
Bill Hoffmann, Managing Director
Saish Setty, Senior Covenant Analyst, Reorg Research
CHRISTOPHER W. KAMYKOWSKI, CFA, Principal, Research at Summit Strategies
ELIZABETH JOURDAN, CFA, Deputy Chief Investment Officer, Mercy Health System
John Patin, Chief Investment Officer, Allied World
Anders Maxwell, Partner and Managing Director, Peter J. Solomon Company
Diane Vazza, Global Head of Fixed Income Research, S&P Global
Joel Litman, CPA, President and CEO, Valens Research
Ashish Shah, Chief Investment Officer and Head of Fixed Income, AllianceBernstein
DAVID SHERMAN, Founder and Managing Principal, Cohanzick Management
Meredith Coffey, Executive Vice President, Loan Syndications and Trading Association (LSTA)
Vincent Pisano, Senior Analyst, Xtract Research
James Wallick, Covenant Analyst, Xtract Research
Jack Tracy, Head of Legal Analysis for the Americas, Debtwire
David D. Tawil, President, Maglan Capital
Jacquelyn Gillette, Assistant Professor of Accounting, MIT Sloan School of Management
David Keisman, Senior Vice President, Moody’s Investors Service
Adam Bernard, Managing Director in Leveraged Finance Capital Markets, Bank of America Merrill Lynch

Agenda


MASTER CLASS – June 21, 2017


8:30     Check-In


9:00     Welcome

MARTIN FRIDSON, CFA, Chief Investment Officer, Lehmann Livian Fridson Advisors LLC


9:05     How to Monitor the High Yield Market

MICHAEL F. BROWN, Global Head of Research, Advantage Data Inc.


9:50     Understanding Default Rates, Spreads, and Returns

MARTIN FRIDSON, CFA, Lehmann Livian Fridson Advisors LLC


10:45   Coffee break/Networking


11:15   High Yield Credit Analysis Case Study

BILL HOFFMANN, Managing Director


12:15   Overview of Bond Covenants

Saish Setty, Director of Reorg Covenants, Reorg Research


1:15     Lunch


1:45     High Yield Manager Selection and Evaluation

Christopher W. Kamykowski, CFA, Principal, Research at Summit Strategies

Elizabeth Jourdan, CFA, Deputy Chief Investment Officer, Mercy Health System

John Patin, Chief Investment Officer, Allied World


2:45     The Bankruptcy Process and Workouts

ANDERS MAXWELL, Partner and Managing Director, Peter J Solomon Company


3:45     Conclusion


CONFERENCE – June 22, 2017


8:30     Check-In


9:00     Welcome

MARTIN FRIDSON, CFA, Chief Investment Officer, Lehmann Livian Fridson Advisors LLC


9:05     Market Outlook

Diane Vazza, Global Head of Fixed Income Research, S&P Global


9:50     How UAFRS (Uniform Adjusted Financial Reporting Standards) Analytics Upend Traditional Corporate Credit Analysis

Joel Litman, CPA, President and CEO, Valens Research


10:45   Coffee Break/Networking


11:15   New Issue Market

Adam Bernard, Managing Director in Leveraged Finance Capital Markets, Bank of America Merrill Lynch


11:45   New Research Findings

MARTIN FRIDSON, CFA, Lehmann Livian Fridson Advisors LLC

Jacquelyn Gillette, Assistant Professor of Accounting, MIT Sloan School of Management

David Keisman, Senior Vice President, Moody’s Investors Service


1:00     Lunch


1:30     Buy-Side Panel

Ashish Shah, Chief Investment Officer and Head of Fixed Income, AllianceBernstein

David D. Tawil, President, Maglan Capital LP

David Sherman, Founder and Managing Principal, Cohanzick Management


2:30     Leveraged Loans

Meredith Coffey, Executive Vice President, Loan Syndications and Trading Association (LSTA)


3:15     Coffee Break/Networking


3:30     Covenants and Distress

Vincent Pisano, Senior Analyst, Xtract Research

James Wallick, Covenant Analyst, Xtract Research

Jack Tracy, Head of Legal Analysis for the Americas, Debtwire


4:30     Conclusion

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

The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY 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 CFANY 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. CFANY is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by NYSSA. Requests may be faxed to (212) 541-4677, or emailed to seminars@nyssa.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
  • LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund

For more information: Policies and Procedures