29th Annual High Yield Bond Conference

June 11, 2019 - June 12, 2019

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Bundled

$315 Member | $540 Nonmember

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Class Only

$150 Member | $275 Nonmember

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Conference Only

$250 Member | $475 Nonmember

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Master Class

Tuesday, June 11

This program focuses on the basic building blocks of high yield investment. Leading practitioners describe state-of-the-art practices in high yield credit analysis and portfolio management. Another focus is high yield’s distinctive market structure and trading environment. The Master Class benefits current as well as aspiring high yield practitioners, providers of services to high yield managers, institutional asset allocators, and investment advisors, who seek to better understand the role of high yield bonds in their portfolios.

Agenda

Tuesday, June 11

8:30 AM | Check-in & Continental Breakfast

9:00 AM | Welcome & Opening Remarks

Martin Fridson, CFA, Chief Investment Officer – Lehmann Livian Fridson Advisors LLC

9:05 AM | Credit Analysis

Kingman Penniman, CFA, President and Chief Executive Officer, KDP Investment Advisors

9:50 AM | Covenants

Bill Hart Jr., Banking & Finance Partner, Mayer Brown

10:45 AM | Coffee Break & Networking

11:15 AM | The Many uses of Indexes

Martin Fridson, CFA, Chief Investment Officer – Lehmann Livian Fridson Advisors LLC

12:15 PM | The Corporate Bankruptcy Process

Alan J. Lipkin, Partner, Willkie Farr & Gallagher,LLP

1:15 PM | Lunch

1:45 PM | Middle Markets: Current Credit Issues

Jerry van Koolbergen, Structured Credit, DBRS, Inc.

Benjamin Deutsch, Senior Vice President, DBRS, Inc.

2:30 PM | Transacting in the Primary and Secondary Markets

John Atkins, Senior editor & Director, S&P Global Market Intelligence

3:00 PM | Adjournment

General Session—29th Annual Conference

Wednesday, June 12

CFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. Leading market participants address the challenges of changing economic conditions and regulatory developments. Expert presenters discuss current developments in the new issue market and leveraged loans. This program is recommended for credit analysts, fixed income portfolio managers, institutional investors, and financial advisors, who allocate to the high yield asset class, as well as providers of services to money managers.

Agenda

Wednesday, June 12

8:30 AM | Check-in

9:00 AM | Welcome & Opening Remarks

Martin Fridson, CFA, Chief Investment Officer – Lehmann Livian Fridson Advisors LLC

9:05 AM | Market Outlook

Peter Acciavatti, Managing Director, J.P. Morgan Securities, LLC

9:50 AM | Growth of the BBB/Baa Category

Thomas J. Marshella, Managing Director, Moody’s Investor Service

John Puchalla, CFA, Senior Vice President, Moody’s Investor Service

Christina Padgett, Senior Vice President, Moody’s Investor Service

10:30 AM | Coffee Break & Networking

10:45 AM | New Issue Market

Chip Allison, Wells Fargo

11:15 AM | Buy Side Panel

Margie Patel, Wells Capital Mangement

Jack Flaherty, Investment director & co-head of credit strategies, GAM

Wayne Hosang, Managing Director, Portfolio Manager, Crescent Capital

12:15 PM | Lunch

12:45 PM | Research Innovations

Martin Fridson, CFA, Chief Investment Officer – Lehmann Livian Fridson Advisors LLC

Itay Goldstein, Professor of Finance, The Wharton School

Azi Ben-Rephael, Associate Professor of Finance, Rutgers University

Paul Kamenski, CFA, Co-Head of Credit, Man Numeric

2:45 PM | Coffee Break & Networking

3:00 PM | Credit Views

Joel Levington, Director of credit research, Bloomberg Intelligence

Stephen Flynn, Senior Credit Analyst, Bloomberg Intelligence

3:45 PM | Loans.CLO’s

Ted Basta, Executive Vice President of Market Analytics & Investor Strategy, LSTA

4:30 PM | Conclusion

Event Chair

Martin Fridson, CFA, Chief Investment Officer, Lehmann Livian Fridson Advisors LLC

Sponsored By

Event Media & Related Content

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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.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

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 cfanyevents@cfany.org.

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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.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.