Join us as leading practitioners and researchers navigate what is happening in global bond markets, take a closer look at the path to interest rate normalization, and discuss prospects for economic growth in developed and emerging economies.


Hosted by CFA Institute, CFA Society Boston

Covering practical topics that address fixed-income sectors, security selection, and portfolio construction, this year’s conference brings together top researchers, strategists, analysts, and portfolio managers focused on uncovering investment ideas and strategies that can be used to successfully meet client objectives. Join us to discover where discerning investors are finding opportunities in fixed-income markets for diversification, value, and protection against uncertainty.

Speakers

Mike Amey
Mike Amey

Mike Amey is a managing director and portfolio manager in PIMCO’s London office, where he is responsible for sterling portfolios and is head of ESG (environmental, social, and governance) strategies. He is also responsible for the European insurance (ex Germany) and European LDI (liability-driven investing) portfolio management groups. Previously, Mr. Amey was head of UK fixed income at Rothschild Asset Management and, after its merger, at Insight Investment. He also spent two years as a tutor in the Department of Economics at the University of Durham. Mr. Amey has 24 years of investment experience. He earned undergraduate and master’s degrees in corporate and international finance from the University of Durham.

Kathleen Gaffney
Kathleen C. Gaffney CFA

Kathleen C. Gaffney, CFA, is a vice president, director of diversified fixed income, and lead portfolio manager for the multisector bond and core plus bond strategies at Eaton Vance Management, where she is responsible for buy and sell decisions and portfolio construction. She has been in the investment management industry for more than 30 years. Previously, Ms. Gaffney was a vice president at Loomis, Sayles & Company and a portfolio manager for its fixed-income group, managing a variety of mutual funds and institutional strategies. Her commentary has appeared in the Wall Street Journal, the Financial Times, Institutional Investor, and the New York Times, and she has been on Bloomberg TV, Bloomberg Radio, and CNBC. Ms. Gaffney earned a BA from the University of Massachusetts, Amherst.

Priscilla Hancock professional head photograph
Priscilla C. Hancock

Priscilla C. Hancock is a managing director; a member of the Global Fixed Income, Currency & Commodities group; the global fixed income strategist; and the head of the Fixed Income Insights Strategy Team at J.P. Morgan Asset Management. In her role, she delivers the firm’s thoughts on the bond markets to its clients and the press across the globe. Throughout Ms. Hancock’s career in the capital markets, she has been involved in strategy, product development, investment banking, sales, consulting, and venture capital. Previously, she was a managing director and head of global product strategy and development at Moody’s Investors Service and a managing director and head of strategy and market development at Standard & Poor’s. Ms. Hancock has also served as a senior vice president and capital markets specialist in the municipal product group at Lehman Brothers, the editor-in-chief of Lehman Brothers’ Municipal Market Review, an instructor and advisory board member for the Government Finance Officers Association, and a contributor to several national financial publications. She has a BA from the University of Virginia, an MBA in finance and marketing from Columbia University, and an executive certificate in strategy and innovation from the Massachusetts Institute of Technology.

Shamaila Khan professional head photograph
Shamaila Khan

Shamaila Khan is a director of emerging market debt strategies at AllianceBernstein L.P. (AB). In this role, she manages and oversees AB’s hard- and local-currency emerging market sovereign debt strategies. Previously, Ms. Khan served as a senior vice president and portfolio manager at AB, focusing on emerging market corporate and quasi-sovereign issuers across all of the firm’s emerging market debt and credit strategies. She has also served as managing director of emerging market debt for TIAA-CREF and has been actively managing and evaluating corporate and sovereign emerging market debt issuance since 1997. Ms. Khan has participated in many emerging market panels and discussions worldwide, including Fitch’s Annual Emerging Markets Outlook Conference, the Bank of America Merrill Lynch Emerging Markets Conference, and Debtwire Emerging Markets Investors Summit. She has a BBA from Quaid-i-Azam University and an MBA (with honors) from New York University’s Leonard N. Stern School of Business.

Andrew Lo
Andrew W. Lo

Andrew W. Lo is Charles E. and Susan T. Harris Professor of Finance at the MIT Sloan School of Management and the director of MIT’s Laboratory for Financial Engineering. He focuses his research on the fundamental aspects of investments and financial markets, including the measurement of illiquidity risk in hedge fund returns, the growth of systemic risk in the hedge fund industry, and most recently, evolutionary and neurobiological models of individual risk preferences and financial markets. Before joining MIT’s finance faculty, Mr. Lo taught at the University of Pennsylvania’s Wharton School. He has published numerous articles and books on finance and economics. Mr. Lo received his PhD in economics from Harvard University.

Gregory Peters
Gregory Peters

Gregory Peters is a managing director and senior portfolio manager for core, long government/credit, core plus, absolute return, and other multi-sector fixed-income strategies at PGIM Fixed Income. Previously, he was the chief global cross-asset strategist at Morgan Stanley, where he was responsible for the firm’s macro research and asset allocation strategy. In addition, Mr. Peters was Morgan Stanley’s global director of fixed income and economic research and served on the Firm Risk, Investment, Asset Allocation, Global Credit, and Global Fixed Income Operating Committees. He has also worked at Salomon Smith Barney and the US Department of the Treasury. Mr. Peters has been recognized by Institutional Investor magazine for his efforts in macro, fixed-income, high-yield, and investment-grade strategies. He has also been recognized as one of Business Insider’s Top Analysts, a Top Analyst to Watch by CEO World, and Morningstar’s 2017 Fixed Income Manager of the Year for the Prudential Total Return Bond Fund. Mr. Peters earned a BA in Finance from the College of New Jersey and an MBA from Fordham University.

Karthik Ramanathan
Karthik Ramanathan

Karthik Ramanathan is senior vice president and director of bonds in the fixed-income division at Fidelity Management & Research Company, the investment adviser for Fidelity’s family of mutual funds. In this role, he is responsible for providing strategic advice and customized fixed-income solutions to clients and for building the company’s international bond business. Previously, Mr. Ramanathan served as acting assistant secretary for financial markets and as director of the Office of Debt Management at the US Department of the Treasury. He has also held various positions at Goldman Sachs in the foreign exchange and mergers and acquisitions divisions. Mr. Ramanathan has been awarded the US Department of the Treasury Medal of Honor and the National Security and International Affairs Finalist Award. He serves on the Advisory Board of the Journal of Portfolio Management and the Advisory Board of the Fixed Income Forum. Mr. Ramanathan is a member of the Market Monitoring Group and the Institute of International Finance’s Council for Asset and Investment Management. He earned a bachelor of arts degree in economics and mathematics from Columbia University.

Marc P. Seidner CFA

Marc P. Seidner, CFA, is chief investment officer of nontraditional strategies and managing director and head of New York portfolio management at PIMCO, where he is also a generalist portfolio manager and a member of the investment committee. Previously, he served as head of fixed income at GMO LLC. Mr. Seidner was also a managing director and domestic fixed-income portfolio manager at Harvard Management Company. He also served as director of active core strategies at Standish Mellon Asset Management and as a senior portfolio manager at Fidelity Management and Research. Mr. Seidner holds an undergraduate degree in economics from Boston College.

Marilyn Watson
Marilyn Watson

Marilyn Watson is a managing director and head of the Global Fundamental Bond Product Strategy Team within BlackRock’s Global Fixed Income group. She focuses on global fundamental fixed income and is a member of the Global Unconstrained Bond Committee. Previously, Ms. Watson served as an economist and deputy agent in the Monetary Policy Division of the Bank of England. She has also served as a global investment strategist at JPMorgan Asset Management and has sold foreign exchange derivatives at JPMorgan Investment Bank. Ms. Watson has an MA in economics, with honors, from Cambridge University.

Agenda

Thursday, 11 October

Friday, 12 October

Location

Venue

Westin Copley Place

10 Huntington Ave
Boston, MA 02116

+1-617-262-9600

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