Financial Reporting and Analysis, Institutional Asset Management, Virtual Events & Programming

Still Lower for Even Longer: What Will Its Impact Be?

Friday, November 20 | 1:00 PM - 3:00 PM

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Cvent Transition Guide

Overview

Interest rates have been low since the Global Financial Crisis. With COVID-19, they are now even lower and seem unlikely to rise for years from current multi-century lows. How will this impact investors and fixed income markets? How are important fixed-income investors responding to this new paradigm? 

Agenda

1:00 PM | WELCOMING REMARKS

Arthur Fliegelman, CFA, Chair, Financial Reporting & Analysis Group, CFA Society New York


1:05 PM | INTRODUCTION & OVERVIEW

Richard Sylla, Ph. D., Department of Economics, Stern School of Business, New York University


1:20 PM | INTEREST RATE UPDATE & FORECAST


1:35 PM | MONEY MARKET FUNDS & SHORT-TERM MARKETS

Peter G. Crane, President, Chief Executive Officer, Crane Data, LLC


1:50 PM | BANKING

Scott Hildenbrand, Managing Director, Head of Balance Sheet Analysis & Strategy, Financial Services Group, Piper Sandler


2:05 PM | INSURANCE

Aaron Sarfatti, Chief Risk Officer, Equitable


2:20 PM | PENSIONS

Sanford “Sandy” Rich, Executive Director, NYC Board of Education Retirement System


2:35 PM | PANEL DISCUSSION

Moderator

Richard Sylla, Ph. D., Department of Economics, Stern School of Business, New York University

Panelists

Scott Hildenbrand, Managing Director, Head of Balance Sheet Analysis & Strategy, Financial Services Group, Piper Sandler

Sanford “Sandy” Rich, Executive Director, NYC Board of Education Retirement System

Aaron Sarfatti, Chief Risk Officer, Equitable

Peter G. Crane, President, Chief Executive Officer, Crane Data, LLC


2:55 PM |  CLOSING REMARKS

David Cowen, President, Chief Executive Officer, Musuem of American Finance

Additional Details

Learning Outcomes

The program will address the following:

  • What can we expect the path of U.S. interest rate to be over coming years?
  • How is this impacting insurers that are major fixed income investors?
  • Can pension funds cope with rates this low in light of their assumed return needs?
  • Can banks be profitable in a world of  near zero interest rates?
  • What will become of money markets at the zero bound?

Co-Host

Museum of American Finance