Jul 21, 11:45 AM - 01:00 PM (ET)
Join CFA Society Rochester for our July luncheon featuring Thomas Rivkin, Vice President and Fixed Income Client Portfolio Manager at Goldman Sachs Asset Management .
Presentation: The Evolution of Fixed Income Investing
As investors seek greater customization and tax efficiency, separately managed accounts (SMAs) have become an increasingly important tool in fixed income portfolio construction. Tommy will explore how personalized fixed income strategies are evolving and how a flexible, tax-aware approach across municipals, corporates, and U.S. Treasuries can help optimize after-tax outcomes.
Drawing on real-world client case studies, attendees will gain practical insight into tax-loss harvesting, relative value opportunities, and portfolio positioning in today's higher-yield environment.
Why Attend?
Learn how fixed income SMAs are reshaping portfolio management
Explore tax-aware investment strategies across multiple fixed income sectors
Understand practical applications including tax-loss harvesting and relative value trading
Gain perspective on why today's interest rate environment presents compelling fixed income opportunities
Connect with CFA Society Rochester members and local investment professionals
Register by Thursday, July 16.
Rochester, NY, United States