Redefining Fixed Income Series: Creating a Modern Fixed Income Portfolio for the Future

Feb 1st - Jul 31st 2021
1:00 - 2:30 PM Eastern Time
Virtual Program

2020 is indeed over, but not so much the ramifications of the year. Adapting to major changes in the markets and finding opportunities amid continued uncertainty is important for investors. Fixed income has maintained an interest in investors' portfolios. However, with low-interest rate and the need to generate income the investors are casting their nets far and wide to diversify. Recent events have highlighted the need for diversification within the fixed income portfolio. The opportunities in bonds, securitized markets, and private credit as investors are finding private markets of major interest. There is a need to focus on fixed income and credit markets outside of the traditional asset classes to generate income and finding liquidity. What are some of these non-traditional subsectors and classes that investors are now focused on? This series will discuss the need to revamp and create portfolios for the future, to maintain stronger income generation down the road.

The series will have six episodes, with one episode each month. The focus of each episode will be built around different topics based on thought leadership from our asset management partners.

The webinar will be 90-minutes, based on a fireside chat with managers about their thought leadership piece and an allocators' panel, discussing their investment experience in the current time and opportunities for the future.

Monthly Series

1:00 - 1:05 PM

Chairperson Welcome

What are the issues, concerns and primary interests of your LP peers – from the larger pension plans, insurance companies, charitable trusts, and endowments and foundations?


  • Ben Mohr, Director of Fixed Income, Marquette Associates

    1:05 - 1:30 PM

Fireside Chat: Quantifying ESG Risks in Developed Markets Fixed Income May Enhance Investor Outcomes


  • Ben Mohr, Director of Fixed Income, Marquette Associates


  • Additional Speakers to be Announced.

1:30 PM - 1:45 PM

Breakout Discussion Groups

We will break into small, private discussion groups, where LPs may share their views on the strategy discussed in the Fireside Chat and the rationale behind it. Do they agree or disagree, and what are the reasons for their views? Are there other factors which should be taken into consideration?

Breakout 1 Co-Leaders:

Speaker to be announced

Breakout 2 Co-Leaders:

Speaker to be announced

1:45 PM - 2:00 PM

Audience Q&A

Back in the main session, delegates get time to share thoughts, questions and comments with the original speakers.

2:00 -2:30 PM EST

Allocators' Panel Discussion: Navigating Fixed Income in 2021: Preparing as an Investor

As returns remain low, it seems as there is a long road of recovery for fixed income in 2021. The inflation outlook is uncertain and Federal Reserve has signaled to keep interest rates low to boost the economy. In this environment, portfolio diversity remains crucial to reach the goal. Should investors be looking at longer term investments to earn a higher yield or short-term gains with higher risk and volatility? The events of 2020 have demonstrated that it will be hard to forecast 2021, but how are investors more prepared to face the unknowns of tomorrow?


  • Ben Mohr, Director of Fixed Income, Marquette Associates


  • Maria Skuratovskaya, Senior Fixed Income Portfolio Manager, Alaska Permanent Fund Corporation
  • Joseph Ragsdale, CFA, Senior Manager, Investments, Boeing
  • Ben Bronson, Director of Liquid Strategies, Fire and Police Pension Association of Colorado
Register to Attend

Participation is strictly limited to qualified executives. Once registered, a member of the Institutional Investor team will be in touch to confirm attendance. Due to capacity restraints, all registrations will be accepted on a first come first serve basis.


Session Details
May 20, 2021

Redefining Fixed Income Series: Episode 4
1:00 PM - 2:30 PM
America/New York
June 24, 2021

Redefining Fixed Income Series: Episode 5
1:00 PM - 2:30 PM
America/New York
July 22, 2021

Redefining Fixed Income Series: Episode 6
1:00 PM - 2:30 PM
America/New York
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Advisory Board

Zack Rasure, Analyst, Public Equity and Fixed Income, Ascension

Tim Compan, Managing Director, Credit, Cleveland Clinic

Adam Kobor, Managing Director of Investments, New York University

Andrew Michalak, Portfolio Manager – Fixed Income, OPTrust

Thomas Borghard, Associate Director, Pension Investments, Raytheon Technologies Corporation​

Tunc Dayioglu, Managing Analyst, State of Wisconsin Investment Board


Diamond Hill Capital Management, Inc.


PineBridge Investments

T. Rowe Price




For asset allocators looking for further information, please contact:

Cynthia Huynh
Director, Investor Relations
1120 Avenue of the Americas | 6th Floor | New York, NY 10036
Phone: 212-224-3688

For asset managers interested in participating, please contact:

Vicki King
Managing Director, Head of Global Sales - Memberships, Forums and Media
1120 Avenue of the Americas | 6th Floor | New York, NY 10036
Phone: 212-224-3160