Fixed Income Future Leaders USA 2017

May 16 - 18, 2017

Westin Copley Place - Boston

+44 (0)207 368 9330

 Ben Emons
Ben Emons Chief Economist, Head of Credit Portfolio Management Intellectus Partners

Day 1- Wednesday May 17th 2017

3:50 PM Case Study Revolution: Positioning your portfolio for rising rates- How can you best manage your fixed income investments in a rising rate environment?

  • When the FED finally does raise rates, how much will they rise and how fast will they rise?
  • What are the factors affecting interest rates and how can fixed income investments respond to the rate rise?
  • What is the impact of rising rates on fixed income returns and how can you best manage this to generate returns for your investors?
  • US vs. international investing- What role are central banks playing and where does the yield and risks lie?

Day 2- Thursday 18th May 2017

3:50 PM Fireside Chat: The millennial trader- What are the requirements of both traders and portfolio managers to successfully thrive in liquidity deprived markets?

  • PM and trader evolution- How are the skill sets are evolving and what you need over the years to become a productive contributor.
  • How has changing broker relationships, increased eTrading and the market structure overhaul impacted the day-to-day functions of traders and PMs?
  • Traders vs. PMs- Should your dealers just be focused solely on execution, or should they also work in an advisory role to provide expertise on certain trades?
  • Empowering your trading and investment functions- How can you set up internal processes to improve workflow efficiency across trading and portfolio management?
  • How is automation changing the dialogue between portfolio managers and traders?