Conference / Seminar, Global Passport, International Investments, Value Investing, Virtual Events & Programming

Navigating Sovereign Debt in a Multipolar World: From US Exceptionalism to Geopolitical Fragmentation and Book Discussion

Tuesday, May 12 | 5:30 PM - 8:30 PM

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Overview

The event will bring together global experts on sovereign debt issues including veteran investors and discuss the evolving dynamics of sovereign credit, risk assessment, and investment opportunities across developed and emerging markets. Since the pandemic, global investors have become increasingly attuned to the rising global debt levels and have punished global markets ranging from advanced economies like the UK to emerging markets like Brazil. These issues have become even more pertinent given the increasing geopolitical fragmentation, rising geopolitical risks and importantly, investors’ concerns about US exceptionalism. This panel is thus very timely and will be of practical interest to investors, policy makers and academia.

The program will conclude with a brief talk from Lupin Rahman on the recently published book The Sovereign Debt Investor: An Essential Guide to Returns, Defaults, and Government Bonds — a timely framework to understand the increasing complexities of investing in this asset class, written by a long-time emerging markets investor at PIMCO, one of the world’s largest sovereign debt investors.

Learning outcomes

Assess how geopolitical fragmentation and shifting global power dynamics are reshaping sovereign credit risks

Evaluate the implications of changing fiscal trajectories and the evolving role of the U.S. in global sovereign debt markets

Understand the frameworks for analyzing global sovereign debt opportunities, as well as risk management approaches for navigating volatility in global sovereign bond markets

Agenda

6:00 PM

Opening Remarks

Rohit Goel, CFA, CAIA, Partner and Head of Global Macro, Breakout Capital

6:05 PM

Panel Discussion

Moderator

Dirk Willer, Ph.D., Global Head of Macro Strategy, Citi

Panelists

Timothy Chu, New York Representative, International Monetary Fund

Tara Hariharan, Managing Director and Head of Global Macro Research, NWI Management LP

Lupin Rahman, Ph.D., Sovereign Debt Specialist, Aoushima

6:45 PM

Q&A

7:00 PM

Book Summary

Lupin Rahman, Ph.D., Sovereign Debt Specialist, Aoushima

7:25 PM

Closing Remarks

Rohit Goel, CFA, CAIA, Partner and Head of Global Macro, Breakout Capital

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to [email protected].

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

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