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28th Annual High Yield Bond Master Class & Conference

28th Annual High Yield Bond Master Class & Conference

Combo Registration
Class Registration
Conference Registration
Agenda
Combo Registration

Cost

Member: $315 | Nonmember: $540

Class Registration

Cost

Member: $150 | Nonmember: $275

Conference Registration

Cost

Member: $250 | Nonmember: $475

Early Bird pricing expires May 31

Agenda

Master Class

Wednesday, June 13

This program focuses on the basic building blocks of high yield investment. Leading practitioners describe state-of-the-art practices in high yield credit analysis and portfolio management. Another focus is high yield’s distinctive market structure and trading environment. The Master Class benefits current as well as 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.

Event Chair: Martin Fridson, CFA, Chief Investment Officer, Lehmann Livian Fridson Advisors LLC

8:30 | CHECK-IN


9:00 | WELCOME

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


9:05 | RATING PROCESS CASE STUDY

Alex Bumazhny, CFA, Senior Director, Fitch Ratings

Colin A. Mansfield, CFA, Director, FitchRatings


9:50 | SECTOR VALUATION

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


10:45 | COFFEE BREAK/NETWORKING


11:15 | HIGH YIELD MARKET-TIMING WITH TECHNICAL ANALYSIS

Isaac Braley, President, BTS Asset Management

Matthew Pasts, CMT, CEO, BTS Asset Management 

Bradley Kotler, Vice President, SPDR Fixed Income Group, State Street Global Advisors


12:15 | OVERVIEW OF BOND COVENANTS

Scott Josefsberg, J.D., Covenant Review


1:15 | LUNCH


1:45 | HIGH YIELD PORTFOLIO MANAGEMENT

Wayne Plewniak, Managing Director, Gabelli Fixed Income LLC


2:45 | THE BANKRUPTCY PROCESS AND WORKOUTS

George Varughese, Managing Director, Alvarez and Marsal


3:45 | CONCLUSION

28th Annual High Yield Bond Conference

Thursday, June 14

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 address the challenges of changing economic conditions and regulatory developments. Expert presenters discuss current developments in the new issue market and leveraged loans. 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.

Event Chair: Martin Fridson, CFA, Chief Investment Officer, Lehmann Livian Fridson Advisors LLC

8:30 | CHECK-IN


9:00 | WELCOME

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


9:05 | LEVERAGED FINANCE ASSETS IN PERSPECTIVE

Sam DeRosa-Farag, Market Strategist


9:50 | MARKET OUTLOOK

Riz Hussain, Director, US High Yield Credit Strategy, Barclays Capital


10:30 | COFFEE BREAK/NETWORKING


10:55 | NEW ISSUE MARKET

Jarrod Kaplan, Credit Agricole Securities USA


11:30 | NEW RESEARCH FINDINGS

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

Sharon Bonelli, Managing Director, Fitch Group, Inc.

Tom Tzitzouris, Director, Strategas Research Partners


1:00 | LUNCH


1:30 | BUY-SIDE PANEL

Kevin Lorenz, CFA, Managing Director/Portfolio Manager, TIAA/CREF, Managing Director/Portfolio Manager, TIAA/CREF

Henry Peabody, Vice President/Portfolio Manager, Eaton Vance Management

Anne Yobage, CFA, Director/Co-Founder, SKY Harbor Capital Management

Martha Metcalf, Senior Portfolio Manager, Schroder Investment Management


2:30 | CREDIT VIEWS S&P

Robert Schulz, CFA, Managing Director, Corporate Ratings, S&P Global Ratings


3:15 | COFFEE BREAK


3:30 | ETF PANEL

Bill Ahmuty, Managing Director, State Street Global Advisors

Sal Bruno, CIO, IndexIQ

Tim Urbanowicz, CFA, Sr Fixed Income ETF Strategist, Invesco


4:30 | CONCLUSION

 

 

 

 

 

 

Pricing

Combo: Class + Conference + Free Book

Cost

Member

Nonmember

$315

$540

Class Only + Free Book

Cost

Member

Nonmember

$150

$275

Conference Only + Free Book

Cost

Member

Nonmember

$250

$475

Master Class

Wednesday, June 13

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. Event Chair: Martin Fridson, CFA, Chief Investment Officer, Lehmann Livian Fridson Advisors LLC

8:30 | CHECK-IN


9:00 | WELCOME

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


9:05 | RATING PROCESS CASE STUDY

Alex Bumazhny, CFA, Senior Director, Fitch Ratings

Colin A. Mansfield, CFA, Director, FitchRatings


9:50 | SECTOR VALUATION

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


10:45 | COFFEE BREAK/NETWORKING


11:15 | HIGH YIELD MARKET-TIMING WITH TECHNICAL ANALYSIS

Isaac Braley, President, BTS Asset Management

Matthew Pasts, CMT, CEO, BTS Asset Management 

Bradley Kotler, Vice President, SPDR Fixed Income Group, State Street Global Advisors


12:15 | OVERVIEW OF BOND COVENANTS

Scott Josefsberg, J.D., Covenant Review


1:15 | LUNCH


1:45 | HIGH YIELD PORTFOLIO MANAGEMENT

Wayne Plewniak, Managing Director, Gabelli Fixed Income LLC


2:45 | THE BANKRUPTCY PROCESS AND WORKOUTS

George Varughese, Managing Director, Alvarez and Marsal


3:45 | CONCLUSION

28th Annual High Yield Bond Conference

Thursday, June 14

CFA Society New York’s longest-running conference brings attendees up to the minute on the market outlook and key innovations. Leading market participants will address the challenges of changing economic conditions and regulatory developments. Expert presenters will discuss current developments in the new issue market and leveraged loans. 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.

Event Chair: Martin Fridson, CFA, Chief Investment Officer, Lehmann Livian Fridson Advisors LLC

8:30 | CHECK-IN


9:00 | WELCOME

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


9:05 | LEVERAGED FINANCE ASSETS IN PERSPECTIVE

Sam DeRosa-Farag, Market Strategist


9:50 | MARKET OUTLOOK

Riz Hussain, Director, US High Yield Credit Strategy, Barclays Capital


10:30 | COFFEE BREAK/NETWORKING


10:55 | NEW ISSUE MARKET

Jarrod Kaplan, Credit Agricole Securities USA


11:30 | NEW RESEARCH FINDINGS

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

Sharon Bonelli, Managing Director, Fitch Group, Inc.

Tom Tzitzouris, Director, Strategas Research Partners


1:00 | LUNCH


1:30 | BUY-SIDE PANEL

Kevin Lorenz, CFA, Managing Director/Portfolio Manager, TIAA/CREF, Managing Director/Portfolio Manager, TIAA/CREF

Henry Peabody, Vice President/Portfolio Manager, Eaton Vance Management

Anne Yobage, CFA, Director/Co-Founder, SKY Harbor Capital Management

Martha Metcalf, Senior Portfolio Manager, Schroder Investment Management


2:30 | CREDIT VIEWS S&P

Robert Schulz, CFA, Managing Director, Corporate Ratings, S&P Global Ratings


3:15 | COFFEE BREAK


3:30 | ETF PANEL

Bill Ahmuty, Managing Director, State Street Global Advisors

Sal Bruno, CIO, IndexIQ

Tim Urbanowicz, CFA, Sr Fixed Income ETF Strategist, Invesco


4:30 | CONCLUSION

 

Pricing

Early Bird pricing expires May 31

Combo: Class + Conference + Free Book

Cost

Member

Nonmember

$315

$540

Class Only + Free Book

Cost

Member

Nonmember

$150

$275

Conference Only + Free Book

Cost

Member

Nonmember

$250

$475

28th Annual High Yield Bond Master Class & Conference

Combo Registration
Class Registration
Conference Registration
Agenda
Combo Registration
Class Registration
Conference Registration
Agenda

DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the 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.

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 CFANY. Requests may be faxed to (212) 541-4677, or emailed to seminars@cfany.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