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.

11 CE

CFA Institute members can claim CE credit by providing their CFA Institute ID number when registering.

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.

Sean Cameron, CFA
Sean Cameron CFA

Sean Cameron, CFA, is an investment officer and research analyst with the Fixed Income Strategic Solutions Group at MFS Investment Management (MFS). He provides quantitative research with economic and investment insights and works with MFS's Global Product team to develop and manage custom fixed-income client portfolios. Previously at MFS, Mr. Cameron served as a quantitative research analyst. He has also served as a vice president and fixed-income portfolio manager at PIMCO and as a financial analyst at Goldman Sachs. Mr. Cameron earned a bachelor's degree from Princeton University and a master of business administration degree from Harvard Business School.

René J. Canezin
René Canezin

René J. Canezin is a managing partner and co-founder of Evolution Credit Partners. He has 28 years of experience in building and managing investment businesses in multiple global locations across all asset classes and derivatives. Mr. Canezin’s experience includes private credit investing, structuring and financing transactions in the United States and Asia, creating and trading credit derivative products, and portfolio management and trading of high-yield, distressed, and leveraged loans. Previously, he was responsible for building and managing the absolute return credit portfolio at Harvard Management Company (HMC), where he also oversaw fixed-income, commodity, and international equity portfolios. In addition, Mr. Canezin managed HMC’s material natural resources portfolio of direct private investments, served as co-head of the Investment Committee, and formed the private credit team. He has served as head of US credit and global high-yield trading for Barclays Capital, where he led credit trading teams and formed an independent principle investment team. Mr. Canezin also served in various roles at Lehman Brothers, including regional treasurer for Asia, head of structured products within structured credit trading, and head of US high-yield trading and principal strategies. He graduated magna cum laude from Boston College with a BS in finance.

Martin S. Fridson, CFA
Martin S. Fridson CFA

Martin S. Fridson, CFA, is chief investment officer at Lehmann Livian Fridson Advisors LLC. Previously, he worked at Salomon Brothers, Morgan Stanley, and Merrill Lynch. Mr. Fridson has served as president of the Fixed Income Analysts Society, governor of CFA Institute, and director of the New York Society of Security Analysts. He has also served as special assistant to the director for deferred compensation in the Office of Management and Budget of the City of New York. Mr. Fridson is the author of several books, including Financial Statement Analysis and Unwarranted Intrusions: The Case against Government Intervention in the Marketplace. He holds a BA in history from Harvard College and an MBA from Harvard Business School.

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.

Alistair McGiven, CFA
Alistair McGiven CFA

Alistair McGiven, CFA, is managing director and head of portfolio management in the Toronto office at CPPIB (Canada Pension Plan Investment Board). Previously at CPPIB, he served as senior portfolio manager in the global tactical asset allocation group. Before joining CPPIB, Mr. McGiven served as portfolio manager responsible for both an absolute return macro fund and for the asset allocation within traditional, long-only, balanced portfolios at UBS Global Asset Management. He also worked as an economist at the Bank of England in the monetary analysis and international divisions. Mr. McGiven holds a bachelor’s degree in economics from the University of Leicester and a master’s degree from the University of Manchester.

Margaret Patel
Margaret Patel

Margaret Patel is managing director and senior portfolio manager at Wells Fargo Asset Management. She has 46 years of investment experience and is the portfolio manager for the Wells Fargo Diversified Capital Builder Fund, the Wells Fargo High Yield Bond Fund, and the Large Cap Dividend Growth separately managed account strategy, as well as co-manager of the Wells Fargo Diversified Income Builder Fund. Previously, Ms. Patel served as senior vice president and portfolio manager at Pioneer Investments, vice president and portfolio manager at Third Avenue Funds, and vice president and portfolio manager at Northstar Investment Management. She has been quoted regularly in financial publications, such as the Wall Street Journal and Barron’s, and is a frequent guest on CNBC television, Bloomberg Business News, Reuters, and Bloomberg Radio. Ms. Patel has also appeared as a speaker and panelist at numerous investment seminars and investment professional events. She was twice nominated for Morningstar’s Fixed Income Manager of the Year award and was named among the nation’s top 20 mutual fund managers in three different publications. Ms. Patel earned a bachelor’s degree in economics from the University of Pittsburgh.

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

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.

Erik S. Weisman
Erik Weisman

Erik S. Weisman is an investment officer, chief economist, and portfolio manager at MFS Investment Management. As a member of the Fixed Income team, he manages the firm’s US and global inflation-adjusted, global total return, and global government portfolios. In addition, Dr. Weisman chairs both the Fixed Income Strategy Group and the Global Rates and Currency Group and is a member of the Risk Opportunities Group and the Macro-Micro Group at the firm. He joined the firm as a global sovereign fixed-income research analyst. Previously, Dr. Weisman served as assistant to the US executive director for the International Monetary Fund and as an international economist in the Office of Central and Eastern Europe of the US Department of the Treasury. He earned a bachelor’s degree from the University of Michigan and a master’s degree and a PhD from Duke University.

Agenda

Thursday, 11 October

Friday, 12 October

Location

Venue

The Westin Copley Place, Boston

10 Huntington Ave
Boston, MA 02116

+1-617-262-9600

CFA Institute has arranged for a special group rate at the Westin Copley Place. Reservations should be made directly with the hotel or through the link below. You must refer to the “CFA Institute group” when contacting the hotel, and reservations should be made by 18 September 2018 to take advantage of the discounted rate. The CFA Institute rate at the Westin Copley Place is USD 339 plus tax, subject to availability.

Book hotel reservation

Pricing

Group Price
Early Bird – CFA Institute Members and Candidates (CFA Program, CIPM, or Investment Foundations) USD 1095
Valid through 11 Sep 2018
Early Bird – Non-Members USD 1395
Valid through 11 Sep 2018
CFA Institute Members and Candidates (CFA Program, CIPM, or Investment Foundations) USD 1295
Non-Members USD 1595
Group (three delegate minimum; additional discounts do not apply) USD 1095

What's Included

Continental breakfasts, refreshment breaks, lunch, a networking reception, the opportunity to meet with investment colleagues and speakers from around the world, access to presentation materials online, and a notebook containing extensive conference materials.

Event Info

Payment is due at time of registration. Forms received without payment will be confirmed on a space-available basis when payment is received. All fees are payable in U.S. funds. Attendance is limited. Please register early.

Group Rate: Groups of three or more delegates from the same firm will receive a discounted rate of USD 1095 per delegate. The corporate group discount cannot be combined with other promotional rates and discounts. 

Cancellation Policy: A cancellation fee of USD 150 applies for all cancellations made after 4 October 2018. No refunds will be issued for any cancellations received within 24 hours of program start. Substitutions from the same company are accepted with fee adjustment, if appropriate. Sharing of registrations is not permitted.

For corporate groups, if a cancellation brings a group's delegate count below three and a substitute is not available, regular rates will apply to the remaining delegates and all cancellation fees and deadlines above will be applicable.

Special Needs: Please contact CFA Institute for services to accommodate a disability or to inform CFA Institute of any dietary restrictions. (Please include this information when you register for the conference.)

Attire: Business casual attire is appropriate for this conference.

Please Note: Delegates are encouraged to share their insights and experiences at CFA Institute events on social media and blogs and may link to content on the CFA Institute website, unless otherwise noted (framing is not permitted). Delegates may not distribute, display, or post online any recordings, transcriptions, and/or copies of sessions at CFA Institute events without the express written permission of CFA Institute. 

Any person attending a CFA Institute conference, seminar, or other program grants permission to CFA Institute to use and publish his or her image or likeness collected in connection with the program for any usual and customary purpose of CFA Institute including advertisements for CFA Institute and its programs. 

CFA Institute does not assume responsibility or liability for stolen, lost, or damaged personal property.

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