Fixed Income Leaders USA 2025

June 09 - 11, 2025

Omni Shoreham Hotel in Washington DC

Jake Schurmeier

Portfolio Manager, Multi-asset Solutions Team Harbor Capital Advisors

Main Day 1 | June 10th

3:00 PM 360 Perspective: Asset Allocation: How are portfolio asset allocation strategies being shaped by policy changes, geopolitical shifts and market volatility to generate the best returns for investors?

  • Public vs. Private Credit Markets: How can you navigate the evolving dynamics between these two markets and what will be the impact of floating vs. fixed-rate instruments on portfolio construction?
  • How can you optimize risk-adjusted returns in a volatile market?
  • How can you leverage ETFs for enhanced fixed income exposure, diversification and cost-efficiency?
  • How can you incorporate macro trends into your portfolio to adapt to inflation, economic growth fluctuations, and geopolitical risks?
  • How can you balance European vs. U.S. approaches to floating-rate instruments to complement a broader fixed income portfolio?

Check out the incredible speaker line-up to see who will be joining Jake.

Download The Latest Agenda