It All Boils Down to This: Finding the Opportunities in Fixed Income

The Forums team had a large number of conversations with investors as we began to develop the program for this year’s Redefining Fixed Income Forum, May 11-12, 2017 at Apella in New York. What was most striking was that every single investor with whom we spoke focused on their search for the fixed income strategies which can provide something to their portfolio, whether decent returns, capital protection, and/or true diversification. Those issues have long been a part of the fixed income story, of course; but they have never been this pronounced.

As a result, the theme of this year’s Redefining Fixed Income Forum is exactly that: Finding the Opportunities in Fixed Income. This year’s Redefining Fixed Income Forum will explore the varied ways that institutional investors (pension funds, endowments, foundations, and insurance funds) are making changes — or the reasons why they are not — to their fixed income portfolios

Advisory Board

Nate Molinari, Senior Investment Treasury Analyst, AEGIS Insurance Servicesj
Victor Djajalie, Head of Fixed Income, State Investment Officer, Alaska Retirement Management Board
Aoifinn Devitt, Chief Investment Officer, Chicago Policemen’s Annuity and Benefit Fund
Arthur Olunwa, Senior Portfolio Manager, Fixed Income, Exelon Corporation
Kathryn Wojciechowski, Senior Investment Officer, Fixed Income, Florida State Board of Administration
Ben Bronson, Investment Director, FPPA of Colorado
Morgan Wurst, Chief Investment Officer, Georgia Firefighters' Pension Fund
Al Kim, Director of Investments, Helmsley Trust
Carrie Peluso, Director of Public Markets, IBM Retirement Funds
Scottie Bevill, Senior Investment Officer – Global Bonds and Real Return, Illinois Teachers’ Retirement System
Julie Smith, Fixed Income Investment Officer, Kansas Public Employees’ Retirement System
Chuck LaPosta, Senior Investment Officer, Fixed Income, MassPRIM
Dan Quigley, Senior Portfolio Manager, Michigan Department of Treasury
Robert Feng, Head of Public Fixed Income, New York City Retirement Systems
Adam Kobor, Director of Investments, New York University
Eric Kachin, Director, Fixed Income, Northwestern Medicine
Philip Pagliaro, Senior Portfolio Manager, State of New Jersey Division of Investments
Andrew Russell, Director, Fixed Income Investments, United Church of Christ Pension Boards
Robert Thompson, Senior Fixed Income Manager, United Parcel Services (UPS)
Satish Swamy, Managing Director and Senior Portfolio Manager, University of California
Matt Werner, Director, Credit, Multi-Strategy & Emerging Markets, University of Richmond

Sponsoring Organizations

AB
PGIM Fixed Income
Schroder Investment Management
Standard Life Investments
T. Rowe Price

Supporting Sponsor

BNP Paribas Investment Partners