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With fixed income allocations being increasingly challenged by alternative investment areas, the volume of those asking ‘what’s the true value of fixed income’, is becoming louder across the North American institutional investor community. Now institutional investors are growing in confidence to move up the yield curve but portfolio restrictions place barriers on how far they can go.

The Investing in Fixed Income, North America report will bring together North American based institutional asset owner groups to look at the sustainability of interest rate rises, avoiding crowded investment strategies, investing within portfolio mandate restrictions and alternatives to the traditional fixed income set.

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SECTION 1

GLOBAL ECONOMY & MARKET

1.1 WHITE PAPER:
After a multi-decade bond bull market, what alternative strategies could institutional investors allocate to that to have a positive expected return irrespective of interest rates?

  • Michael Oliver Weinberg, Adjunct Associate Professor – Finance and Economics, Columbia Business School

SECTION 2

ACHIVIEVING DIVERSIFICATION

2.1 ROUNDTABLE DEBATE:
How can investors avoid crowded market areas and plan a diversification strategy based on the ‘wisdom of the crowd’?

Moderator:

  • Hubert Danso, Chief Executive Officer and Vice Chairman, Africa Investor

Panellists:

  • Don Lindsey, Chief Investment Officer, American Institutes for Research
  • Patrick Baumann, CFA, Assistant Treasurer, Harris Corporation
  • Philip Pagliaro, CFA, Portfolio Manager, State of New Jersey
  • Dominick DeAlto, CFA, Chief Investment Officer, Fischer, Francis, Trees & Watts (FFTW)

SECTION 3

SEARCHING FOR YIELD

3.1 ROUNDTABLE DEBATE:
Overcoming portfolio restrictions – justifying the case for lower grade, high yielding and non-dollar denominated investment opportunities

Moderator:

  • Pádraig Floyd, Independent journalist

Panellists:

  • Leighton Shantz, Director of Fixed Income, Employees Retirement System of Texas
  • Allen Huang, Director of Fixed Income, Indiana Public Retirement Systems
  • Andrew Russell, Head of Fixed Income Investments, The Pension Boards – United Church of Christ

3.2 INTERVIEW:
Internal management versus external expertise – should long term in-house investors be challenging their status quo in a readily accessible world?

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Navnoor Kang, Director of Fixed Income, NY State Common Retirement Fund

SECTION 4

ALTERNATIVES TO THE TRADITIONAL FIXED INCOME SET

4.1 WHITE PAPER:
Alternative investing is going up but how to embrace the new world order through your fixed income allocation

  • Alex Johnson, Head of Absolute Return Fixed Income, Fischer, Francis, Trees & Watts (FFTW)

4.2 INTERVIEW:
The importance of alternative investing in a low interest rate environment

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Roger Wittlin, Arizona State University Foundation, Investment Committee and Hernreich Family, Senior Investment Advisor

Roger Wittlin

Investment Committee / Arizona State University Foundation, and Senior Investment Advisor / Henreich Family

Allen Huang

Director of Fixed Income / Indiana Public Retirement Systems

BNP Paribas Investment Partners is the autonomous asset management business of BNP Paribas group and offers the full range of asset management services to institutional and retail clients around the world. Fischer Francis Trees & Watts (FFTW) is a wholly owned subsidiary of BNP Paribas Investment Partners and provides active fixed income and equity strategies to institutional investors globally.

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By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 15,000 members, including pension funds, asset owners, investment managers and investment consultants.
The Fixed Income Leaders Summit is the only meeting place for the most influential buy side heads of trading for credit & rate. With 200+ of the most influential Heads of Fixed Income Trading and Portfolio Management from the top US buy side firms all under one roof at one time, this is your opportunity to benchmark your business with those that are best adapting to the new landscape.