Education Luncheon Fixed Income Today and the Opportunities Ahead

When:  Oct 22, 2024 from 12:00 PM to 01:30 PM (ET)
Associated with  CFA Society Hartford
Fixed Income Today and the Opportunities Ahead
An interactive discussion where we will review of the current state of the fixed income markets – from the Fed and rates to the Sectors and Spreads. We will then turn our focus to the future and where we see the opportunities in bonds.

SCHEDULE:
12:00 – 1:30 PM
30-40 minute presentation followed by Q&A.

COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest
Current CFA Society Hartford members and their guest attend for $20.00.
Finance students and those enrolled for CFA exams attend for $20.
Non-Members $40.00

1.5 CE Credit awarded for CFA Society Hartford members.
James Meyers, CFA
Principal
PGIM Fixed Income
James Meyers, CFA, is a principal and portfolio strategist for PGIM Fixed Income. James is responsible for providing financial advisors and their clients with detailed insight into the investment process, sector allocation and security selection strategy, and risk management framework for PGIM Fixed Income managed portfolios. He also provides financial advisors and their clients with the current market outlook, tactical positioning, and strategic views of PGIM Fixed Income investment teams.

Experience. Before joining PGIM Fixed Income in 2018, James was the head of fixed income ETF strategy for PowerShares by Invesco. Previously, he was a multi-sector portfolio manager at Hartford Investment Management Company managing fixed income portfolios for institutional clients, retail funds, and internal general account mandates. Earlier in his career James spent five years as a fixed income and FX investment strategist for Citigroup Smith Barney, focused on retail and private bank clients. Prior positions held by James include fixed income index analyst and fixed income portfolio assistant.

Education. James received a BS in finance and management from the Stern Undergraduate School of Business at New York University. James holds the Chartered Financial Analyst (CFA) designation and is a member of the Stamford Society of Security Analysts.
SPONSORED BY

Location

Max Downtown
185 Asylum Street
Hartford, CT 06103
Event Image

Contact

Rebecca Taylor
8606041411
[email protected]