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Navigating Today's Fixed Income Landscape

Event Description

Investors have never faced a fixed-income market like the current one. Interest rates are at rock-bottom levels everywhere. It's nearly impossible to predict the direction of inflation. And the COVID-19 pandemic has reshuffled the economy. 

Low interest rates are one of the defining characteristics of today's financial markets. And rates are likely to stay low for quite some time: The U.S. Federal Reserve and other central banks around the globe have signaled that they intend to keep interest rates low for the foreseeable future to stimulate fragile economies. 
Join us as we discuss the challenges and opportunities facing investors in the fixed income space.  We are excited to announce our panelists for the program:
Bob Devine, CFA
Managing Director, PSERS  
Bob Devine is a Managing Director for PSERS overseeing internal portfolio management, research, and trading. Bob has been with PSERS for 23 years, starting in the Private Markets team and part of internal asset management for 20 years. He has managed a variety of active, passive and leveraged portfolios over his career in addition to overseeing external fixed income managers. Prior to PSERS, Bob was with CoreStates Bank. Bob is a Chartered Financial Analyst. He earned his undergraduate degree from Villanova University and MBA in finance from Bloomsburg University and formerly elected Constable of Centralia Pennsylvania.
Roberto Perli
Partner, Head of Global Policy, Cornerstone Macro
Roberto Perli is one of the founding partners of Cornerstone Macro, a firm dedicated to providing best-in-class macro research to institutional investors. Roberto heads global policy research. His experience crafting and implementing monetary policy at the U.S. Federal Reserve lends him unique insight into an extremely important force in today's markets.
Prior to co-founding Cornerstone Macro, Roberto was a Senior Managing Director at International Strategy and Investment Group (ISI). Before joining ISI in 2010, Roberto was an officer and senior staff member at the Federal Reserve Board in Washington, DC. In that capacity, he assisted the Board and the FOMC in the formulation of monetary policy, helped drafting FOMC statements as well as speeches and testimonies for Chairman Bernanke and other Governors. He also was heavily involved in the design and implementation of the Federal Reserve's policy responses to the financial crisis.
Before joining the Fed, Roberto started his career as an assistant professor of economics at the University of Pennsylvania from 1995 to 2001. Roberto (with Andy Laperriere) has been voted the #1 Washington Research analyst for seven of the past eight years in the Institutional Investor magazine's All-American Research survey. Roberto graduated from the University of Venice, Italy in 1990 with majors in Economics and Mathematics and received his PhD in Economics from New York University in 1995.
Todd Shaffer, CFA 
Senior Portfolio Manager, PSERS  
Todd Shaffer is a Senior Portfolio Manager for PSERS currently focused on an actively managed US TIPS portfolio. Todd has been with PSERS for 5.5 years and has managed various active and passive investment mandates during the that time. Prior to PSERS, Todd was with GE Capital, ING Direct and Bloomberg. Todd holds the CFA, FRM and CTP designations. He earned his undergraduate finance degree from Susquehanna University and MBA in finance from Rider University. 
James Sims, CFA
Senior Portfolio Manager, PFM Asset Management 
James Sims is a director and senior portfolio manager who manages multi-sector investment-grade fixed-income portfolios for state and local governments across the country. The assets under management (AUM) include operating funds, capital reserves, bond proceeds and other post-employment benefit (OPEB) obligation funds. James specializes in securitized products and has more than 20 years of banking and capital markets experience.

James began his career at SunTrust Banks where he held various positions in commercial and corporate loan analysis, foreign exchange trading and fixed income portfolio management.  He continued his career in portfolio management at Evergreen Investments and Columbia-Threadneedle Investments where he managed mutual funds and institutional separate accounts.   
James received his undergraduate degree and a Masters in Finance from Georgia State University.  He is a CFA Charter holder.

A link to the webinar will be sent to you the day before the event.

This webinar is being produced by CFAP Central PA.  CFAP Central PA is a special interest group of the society.  Its mission is to create programs and events for CFAP members outside of the Philadelphia area. For more information on the group, e-mail us at [email protected].



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Society; Educational; Featured

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3/25/2021 4:00 PM

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3/25/2021 5:00 PM

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Navigating Today's Fixed Income Landscape


Content Type: MyCFA Calendar
Created at 3/2/2021 11:08 AM by [email protected]
Last modified at 3/12/2021 2:45 PM by [email protected]