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28th Annual High Yield Bond Master Class & Conference

Combo Registration
Class Registration
Conference Registration
Agenda
Combo Registration

Cost

Member: $315 | Nonmember: $540

Class Registration

Cost

Member: $150 | Nonmember: $275

Conference Registration

Cost

Member: $250 | Nonmember: $475

Early Bird pricing expires May 31

Agenda

Master Class

Wednesday, June 13

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.

Event Chair: Martin Fridson, CFA, Chief Investment Officer, Lehmann Livian Fridson Advisors LLC

8:30 | CHECK-IN

9:00 | WELCOME

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

9:05 | RATING PROCESS CASE STUDY

Alex Bumazhny, CFA, Senior Director, Fitch Ratings

Colin A. Mansfield, CFA, Director, FitchRatings

9:50 | SECTOR VALUATION

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

10:45 | COFFEE BREAK/NETWORKING

11:15 | HIGH YIELD MARKET-TIMING WITH TECHNICAL ANALYSIS

Isaac Braley, President, BTS Asset Management

Matthew Pasts, CMT, CEO, BTS Asset Management 

Bradley Kotler, Vice President, SPDR Fixed Income Group, State Street Global Advisors

12:15 | OVERVIEW OF BOND COVENANTS

Scott Josefsberg, J.D., Covenant Review

1:15 | LUNCH

1:45 | HIGH YIELD PORTFOLIO MANAGEMENT

Wayne Plewniak, Managing Director, Gabelli Fixed Income LLC

2:45 | THE BANKRUPTCY PROCESS AND WORKOUTS

George Varughese, Managing Director, Alvarez and Marsal

3:45 | CONCLUSION

28th Annual High Yield Bond Conference

Thursday, June 14

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.

Event Chair: Martin Fridson, CFA, Chief Investment Officer, Lehmann Livian Fridson Advisors LLC

8:30 | CHECK-IN

9:00 | WELCOME

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

9:05 | LEVERAGED FINANCE ASSETS IN PERSPECTIVE

Sam DeRosa-Farag, Market Strategist

9:50 | MARKET OUTLOOK

Riz Hussain, Director, US High Yield Credit Strategy, Barclays Capital

10:30 | COFFEE BREAK/NETWORKING

10:55 | NEW ISSUE MARKET

Jarrod Kaplan, Credit Agricole Securities USA

11:30 | NEW RESEARCH FINDINGS

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

Sharon Bonelli, Managing Director, Fitch Group, Inc.

Tom Tzitzouris, Director, Strategas Research Partners

1:00 | LUNCH

1:30 | BUY-SIDE PANEL

Kevin Lorenz, CFA, Managing Director/Portfolio Manager, TIAA/CREF, Managing Director/Portfolio Manager, TIAA/CREF

Henry Peabody, Vice President/Portfolio Manager, Eaton Vance Management

Anne Yobage, CFA, Director/Co-Founder, SKY Harbor Capital Management

Martha Metcalf, Senior Portfolio Manager, Schroder Investment Management

2:30 | CREDIT VIEWS S&P

Robert Schulz, CFA, Managing Director, Corporate Ratings, S&P Global Ratings

3:15 | COFFEE BREAK

3:30 | ETF PANEL

Bill Ahmuty, Managing Director, State Street Global Advisors

Sal Bruno, CIO, IndexIQ

Tim Urbanowicz, CFA, Sr Fixed Income ETF Strategist, Invesco

4:30 | CONCLUSION

 

 

 

 

 

 

Pricing

Combo: Class + Conference + Free Book

Cost

Member

Nonmember

$315

$540

Class Only + Free Book

Cost

Member

Nonmember

$150

$275

Conference Only + Free Book

Cost

Member

Nonmember

$250

$475

Master Class

Wednesday, June 13

This program focuses on the basic building blocks of high yield investment. Leading practitioners will describe state-of-the-art practice in high yield credit analysis and portfolio management techniques. Another focus will be high yield’s distinctive market structure and trading environment. The Master Class will benefit existing and aspiring high yield practitioners, providers of services to high yield managers, and institutional asset allocators and investment advisors who seek to understand the role that high yield bonds can play in their portfolios. Event Chair: Martin Fridson, CFA, Chief Investment Officer, Lehmann Livian Fridson Advisors LLC

8:30 | CHECK-IN

9:00 | WELCOME

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

9:05 | RATING PROCESS CASE STUDY

Alex Bumazhny, CFA, Senior Director, Fitch Ratings

Colin A. Mansfield, CFA, Director, FitchRatings

9:50 | SECTOR VALUATION

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

10:45 | COFFEE BREAK/NETWORKING

11:15 | HIGH YIELD MARKET-TIMING WITH TECHNICAL ANALYSIS

Isaac Braley, President, BTS Asset Management

Matthew Pasts, CMT, CEO, BTS Asset Management 

Bradley Kotler, Vice President, SPDR Fixed Income Group, State Street Global Advisors

12:15 | OVERVIEW OF BOND COVENANTS

Scott Josefsberg, J.D., Covenant Review

1:15 | LUNCH

1:45 | HIGH YIELD PORTFOLIO MANAGEMENT

Wayne Plewniak, Managing Director, Gabelli Fixed Income LLC

2:45 | THE BANKRUPTCY PROCESS AND WORKOUTS

George Varughese, Managing Director, Alvarez and Marsal

3:45 | CONCLUSION

28th Annual High Yield Bond Conference

Thursday, June 14

CFA Society New York’s longest-running conference brings attendees up to the minute on the market outlook and key innovations. Leading market participants will address the challenges of changing economic conditions and regulatory developments. Expert presenters will 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, and providers of services to money managers.

Event Chair: Martin Fridson, CFA, Chief Investment Officer, Lehmann Livian Fridson Advisors LLC

8:30 | CHECK-IN

9:00 | WELCOME

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

9:05 | LEVERAGED FINANCE ASSETS IN PERSPECTIVE

Sam DeRosa-Farag, Market Strategist

9:50 | MARKET OUTLOOK

Riz Hussain, Director, US High Yield Credit Strategy, Barclays Capital

10:30 | COFFEE BREAK/NETWORKING

10:55 | NEW ISSUE MARKET

Jarrod Kaplan, Credit Agricole Securities USA

11:30 | NEW RESEARCH FINDINGS

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

Sharon Bonelli, Managing Director, Fitch Group, Inc.

Tom Tzitzouris, Director, Strategas Research Partners

1:00 | LUNCH

1:30 | BUY-SIDE PANEL

Kevin Lorenz, CFA, Managing Director/Portfolio Manager, TIAA/CREF, Managing Director/Portfolio Manager, TIAA/CREF

Henry Peabody, Vice President/Portfolio Manager, Eaton Vance Management

Anne Yobage, CFA, Director/Co-Founder, SKY Harbor Capital Management

Martha Metcalf, Senior Portfolio Manager, Schroder Investment Management

2:30 | CREDIT VIEWS S&P

Robert Schulz, CFA, Managing Director, Corporate Ratings, S&P Global Ratings

3:15 | COFFEE BREAK

3:30 | ETF PANEL

Bill Ahmuty, Managing Director, State Street Global Advisors

Sal Bruno, CIO, IndexIQ

Tim Urbanowicz, CFA, Sr Fixed Income ETF Strategist, Invesco

4:30 | CONCLUSION

 

Pricing

Early Bird pricing expires May 31

Combo: Class + Conference + Free Book

Cost

Member

Nonmember

$315

$540

Class Only + Free Book

Cost

Member

Nonmember

$150

$275

Conference Only + Free Book

Cost

Member

Nonmember

$250

$475

28th Annual High Yield Bond Master Class & Conference

Combo Registration
Class Registration
Conference Registration
Agenda
Combo Registration
Class Registration
Conference Registration
Agenda

DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the 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.

The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY 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 CFANY 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. CFANY is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

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.

More

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.