4th Annual Redefining Fixed Income Forum

Date - To be confirmed
Four Seasons Hotel
Chicago
About

Party’s Almost Over: Time to Retool and Recalibrate

The end of a four decades long bull market in bonds will usher in a new paradigm for institutional allocators. While the timing, scope and effect of central bank policy change remains to be seen, it is clear that fixed income markets are approaching an important inflection point—both in the U.S. and abroad. This makes it an ideal time for institutional investors to benchmark their opinions and approaches with those of their peers. What are appropriate allocations to the various sectors; how are conversations with Investment Committees being transformed; and what are the investment solutions for this new environment?

2018 Agenda

Advisory Board
  • Nathaniel Molinari, Senior Investment/Treasury Analyst, AEGIS Insurance Services
  • Glenn K. Hosokawa, CFA, Director of Fixed Income, CalSTRS
  • Mitch He, CFA, CPA, Chief Investment Officer, Chesapeake Employers Insurance
  • Aoifinn Devitt, Chief Investment Officer, Chicago Policemen’s Annuity and Benefit Fund
  • John F. Freihammer, CAIA, Portfolio Manager, Chicago Teachers’ Pension Fund
  • Arthur Olunwa, CFA, FCCA, Senior Portfolio Manager – Fixed Income, Exelon Corporation
  • Jing Ling, Manager of Fixed Income Portfolio, FCA US LLC
  • Ben Bronson, Director of Liquid Strategies, Fire & Police Pension Association of Colorado
  • C. Morgan Wurst, Executive Director/CIO, Georgia Firefighters' Pension Fund
  • Al Kim, Director of Investments, Helmsley Trust
  • Johara Farhadieh, Chief Investment Officer, Illinois State Board of Investment
  • Rodney Overcash, Head of Credit, Margaret A. Cargill Philanthropies
  • Dan Quigley, Senior Investment Manager Fixed Income, Michigan Department of Treasury
  • Joaquin Lujan, Director of Rate & Credit, New Mexico Educational Retirement Board
  • Robert Y. Feng, Acting Head of Public Fixed Income, New York City Retirement Systems
  • Adam Kobor, Director of Investments, New York University
  • Andria Canel, CFA, Senior Director, Fixed Income & Fund Operations, NorthShore University Health System
  • James F. Del Gaudio, Portfolio Manager, Pennsylvania Public School Employees' Retirement System
  • Philip Pagliaro, CFA, Senior Portfolio Manager, State of New Jersey Division of Investments
  • Chirag Gandhi, Portfolio Manager/Global Fixed Income, State of Wisconsin Investment Board
  • Scottie Bevill, Senior Investment Officer-Global Bonds and Real Return, Teachers’ Retirement System of the State of Illinois
  • Mohan Balachandran, Senior Managing Director of Asset Allocation, Teacher Retirement System of Texas
  • Joseph Fazzino, Senior Director – Pension Investments, United Technologies Corporation
  • Satish Swamy, CFA, Managing Director, University of California
  • Robert Thompson, Senior Portfolio Manager – Credit, UPS Group Trust
Contact

QUESTIONS?

For more information, please contact:

Katarina Storfer

(212) 224-3073
kstorfer@institutionalinvestor.com