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.


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


Crescent Capital

Diamond Hill Capital Management, Inc.

Ninety One

PineBridge Investments

T. Rowe Price

Related Events

September 29-30, 2021 | In Person Conference

7th Annual Redefining Fixed Income Forum

Chicago, IL

Learn more




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