Fixed Income Future Leaders USA 2017

May 16-May 18, 2017

Westin Copley Place - Boston

44 (0)207 368 9330

David Saab

Managing Director
JP Morgan Private Bank

He is the global head of fixed income and absolute return funds This is including 40act and UCITS vehicles. Prior to joining J.P. Morgan in 2011, he was working as a Portfolio Manager at Banque Privee Edmond de Rothschild. He headed their Fixed Income and Absolute Return fund research as well as their broader multi-manager team, developing expertise in High Yield, Leveraged Loans and Emerging Markets debt David was a member of the investment committee at BPERE and had built tailored asset allocation solutions for high net worth clients. He started his career at J.P. Morgan where he worked on the Masterswap desk. David holds a master’s degree in Finance from Audencia Nantes Business School and has attended the MBA program of Georgia State University in Atlanta, GA

Day 1- Wednesday May 17th 2017

13:40 PM 360 Perspective: Geo-political risk and deglobalisation- How can you exploit political drivers in 2017 to generate returns for your portfolio?

  • How has recent geo-political uncertainly impacted market volatility and what impact does this have in fixed income investing?
  • With heightened political instability in both developed and emerging markets, what impact does this have on fixed income markets?
  • What do the major elections in Europe mean for the Eurozone on the back of Brexit- Is there a risk of further break-up?
  • Geo-political landscape from a risk management perspective- How can you structure a profitable portfolio on top of this?
  • Learning from past events- How can you use lessons from recent political events to best handle the unbalanced risks associated with major events in 2017?

14:40 PM Oxford Style Debate: True or false- Now is the time for new fiscal policy as monetary policy will no longer stimulate the economy

  • How are central banking policies dictating fixed income performance and how can you best manage this dynamic?
  • The ineffectiveness of central banking policies- Have central banking policies not had the desired impact to improve the economy?
  • How low can you go- Are rates set to drop further or is the only way up from here?
  • Do the central banks have anywhere else to turn with banking policies or is fiscal stimulus the only way forward now?
  • Currency markets in 2017 and beyond- Would fiscal policy provide the US economy with the boost it needs?

15:50 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?