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33rd Annual High Yield Bond Conference

Wednesday, June 7 - Thursday, June 8

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Overview

The 33rd Annual High Yield Conference is a two-day event that brings together leading high-yield bond market professionals, investors, and academics to discuss the latest trends, opportunities, and challenges facing the high-yield market.

The conference will feature keynote speakers and panel discussions with experts from the high-yield bond market, including fund managers, credit analysts, economists, and other industry leaders. The speakers will share their insights on a range of topics, including market conditions, credit analysis, valuation techniques, and investment strategies.

Date & Time

Wednesday, June 7 
8:30 AM – 4:00 PM

Thursday, June 8
8:30 AM – 5:25 PM

In-Person

$$80for Members
  • Nonmembers: $160 (Per Day)

Virtual

$$30for Members
  • Nonmembers: $60 (Per Day)

Agenda

8:30 AM | REGISTRATION


9:00 AM | OPENING REMARKS

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


9:05 AM | HIGH YIELD BASICS

Judah Gross, Senior Director, Fitch Ratings


9:50 AM | COVENANTS

Evan Friedman, Senior Vice President/ Manager, Moody’s Investors Service, Inc.


10:35 AM | COFFEE BREAK


11:00 AM | HIGH YIELD MARKET ORIGINS

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


11:45 AM | CORPORATE BANKRUPTCY PROCESS

Michael L. Cook, Of Counsel, Schulte Roth & Zabel


12:45 PM | LUNCH


1:15 PM | CREDIT ANALYSIS

Matt Zloto, Senior Special Situations Analyst, CreditSights


2:00 PM | HIGH YIELD ETFs

Brad Sullivan, CFA, Portfolio Manager, State Street Global Advisors


2:45 PM | CLOSING REMARKS

8:30 AM | REGISTRATION


9:00 AM | OPENING REMARKS

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


9:05 AM | HIGH YIELD MARKET OUTLOOK

Lotfi Karoui, Ph.D., Managing Director, Goldman Sachs


9:50 AM | CREDIT VIEWS

Sandy Burns, CPA, Managing Director, Head of High Yield Research, Stifel Nicolaus

David Hargreaves, Managing Director, Stifel Nicolaus 


10:35 AM | COFFEE BREAK


11:00 AM | NEW ISSUE MARKET

John Atkins, Managing Editor, PitchBook/LCD


11:45 AM | NEW RESEARCH FINDINGS

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


12:15 PM | EMERGING MARKETS CORPORATES

Katherine Renfrew, Managing Director, Nuveen


1:00 PM | LUNCH


1:30 PM | HIGH YIELD PREFERREDS

Jay Hatfield, CEO, Infrastructure Capital Advisors, LLC


2:15 PM | PORTFOLIO MANAGERS PANEL

Moderator

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

Panelists

Martha Metcalf, CFA, Head of Credit, North America, Schroders Investment Management

Francis Rodilosso, CFA, Head of Fixed Income, ETF Portfolio Management, VanEck

David Sherman, Managing Principal, Cohanzick Capital Management LLC


3:15 PM | COFFEE BREAK


3:30 PM | LEVERAGED LOANS

Jeffrey Gallo, SVP/ Co-Head of Liquid Credit, Shenkman Capital Management


4:15 PM | CLOSING REMARKS


4:20 PM | NETWORKING RECEPTION

Additional Details

Learning Outcomes

  • The outlook for the high-yield bond market in the current economic environment
  • Credit analysis and research in the high-yield market
  • The impact of interest rate movements on high-yield bonds
  • Opportunities and challenges in the distressed debt market
  • The role of high-yield bonds in portfolio construction
  • The evolution of the high-yield market and its impact on investors