5th Annual Redefining Fixed Income Forum

May 14th - May 15th 2019
Four Seasons Hotel
Chicago
About

The Best Defense May be a Good Offense

Managing Proactively to Position for the Next Market Cycle

The era of easy money is ending, and the global economic expansion is long in the tooth. Anxiety over trade wars, geopolitical risks, and the potential for emerging markets contagion is rife. The zeitgeist has shifted. Many agree this is the time to get defensive. But which way do you turn in a challenging investment environment where lower returns, higher volatility, and even-tighter risk premiums are likely to prevail? This is the conundrum institutional fixed income allocators will be exploring at the 2019 Redefining Fixed Income Forum.

2019 Agenda

Advisory Board
  • Nathaniel Molinari, Senior Investment Treasury Analyst, AEGIS Insurance Services
  • Song Mitchell He, Chief Investment Officer, Chesapeake Employers’ Insurance Company
  • Leighton A. Shantz, Director of Fixed Income, Employees Retirement System of Texas
  • Ben Bronson, Director of Liquid Strategies, Fire & Police Pension Association of Colorado
  • Kathryn Wojciechowski, Senior Investment Officer, Fixed Income, Florida State Board of Administration
  • Al Y. Kim, Director of Investments, Helmsley Charitable Trust
  • Karen Chong-Wulff, Managing Vice President, Fixed Income, ICMA Retirement Corporation
  • Joseph M. Rumph, Manager, Absolute Return and Fixed Income, John D. and Catherine T. MacArthur Foundation
  • Dimitri Grechenko, Senior Portfolio Manager, Fixed Income, Maryland State Retirement and Pension Systems
  • Phillip Titolo, Managing Director, Portfolio Manager, MassMutual
  • Elizabeth Jourdan, Deputy Chief Investment Officer, Mercy Health
  • Daniel Quigley, Senior Investment Manager, Michigan Department of Treasury
  • Adam Kobor, Director of Investments, New York University
  • Eric Chin, Senior Investment Officer, North Dakota Retirement and Investment Office
  • James Fleming, Supervisory Financial Analyst/Head of Fixed Income Division, Pension Benefit Guaranty Corporation
  • James F. Del Gaudio, Portfolio Manager, Pennsylvania Public School Employees' Retirement System
  • Howard E. Berner, Chief Investment Officer, Principia College
  • Vaibhav Kalia, Portfolio Manager, Selective Insurance
  • Scottie D. Bevill, Senior Investment Officer-Global Bonds and Real Return, Teachers’ Retirement System of the State of Illinois
  • Andrew W. Russell, Director of Fixed Income Investments, United Church of Christ Pension Boards
  • Joseph Fazzino, Senior Director, United Technologies Corporation
  • Robert A. Thompson, Senior Portfolio Manager – Credit, UPS Group Trust
2019 Topics
  • What are the asset allocation mixes that can meet your objectives in the current environment?
  • Which tail risk and currency strategies being employed?
  • Are emerging markets being unfairly tarred with the same brush?
  • Is it time to move up the capital structure?
  • What barbell strategies are being deployed?
  • How are you handling your alternative credit sleeves?
  • What’s the latest swath of covenants making your hair stand on end?
  • LDI/Liability matching programs: What new approaches are being considered?
  • Performance-based fee structures: Under what circumstances can you demand them?
  • Which innovative approaches to ETFs may work for you?
  • Which multi-asset strategies are you considering?
  • What are the implications of proposed fixed income market structure reform?
2019 Sponsors

Apollo Management Holdings
J.P. Morgan Asset Management
T. Rowe Price
Voya Investment Management

AB
Aberdeen Standard Investments
AQR Capital Management
Aviva Investors Americas
Eaton Vance
Fidelity Institutional Asset Management
HSBC Global Asset Management (USA)
iShares by BlackRock
MFS Investment Management
PGIM Fixed Income
PineBridge Investments
Schroders

Income Research + Management
Legal & General Investment Management America

Venue

Four Seasons Hotel

120 East Delaware Place
Chicago, IL 60611
Tel: (312) 280-8800 
Fax: (312) 280-1748 
www.fourseasons.com/chicago

The Four Seasons Hotel Chicago is located steps away from the famed Magnificent Mile, glamorous North Michigan Avenue shopping, and minutes from the city's business and financial centres.  

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Please do not secure your travel arrangements until you have received your written confirmation from Institutional Investor of your registration. Participation is strictly limited to qualifed indiviudals. 


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For more information, please contact:

Katarina Storfer

(212) 224-3073
kstorfer@institutionalinvestor.com