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November 13-14, 2018
Fashion Island Hotel,
Newport Beach, CA

Staying ahead of volatile markets

Are you ready to navigate today’s evolving bond market?

Explore everything from high yield to new-age bond strategies at Inside Fixed Income & Dividend Investing Summit

Agenda update

Jeffrey Sherman, Deputy CIO at DoubleLine Capital LP will be delivering a key presentation on why you need to watch the 30 year treasury.

The leading event focused on fixed income investing in the US

Staying ahead of the curve

Gain invaluable insight into how the market is structured and where it is heading in the current rate climate.

Will we see an increase in the current market volatility or are things set to settle?

New for 2018

We're adding the Dividend Investing Summit to this year's agenda.

This summit will be dedicated to income focused investing and give you the tools to guarantee the best returns for your clients.

Meet the best

Build new relationships and strengthen existing ones at the essential industry forum for fixed income investing.

This event promises to be the most efficient networking event in your calendar.

I need to earn 5%. How do I do it?

Rates are still near historic lows despite the recent rises so how do asset managers deliver the cash that their clients need?

Hear about the latest strategies that you can put to work right now from leading wealth managers and product providers.

Passive vs. active

Passive for stocks? Active for bonds? Volatility is on the rise, the fed is shrinking its balance sheet and duration management is key. Is a debt-weighted index really the optimal approach?

Create and redeem a portfolio using bond and equity ETFs

This was a process that used to take days and can now be done over a phone call. What's this process called and how is it done?

Find out how you can trade with enhanced liquidity using this process and hear about the opportunities it presents from an institutional investor, trader and market maker.

The numbers that matter

Companies represented
Asset managers to service providers

Want to sponsor?

Tell us your business goals. We'll help you achieve them.

Get in touch with Matt Middleton to find out more.

Supporting Organisation

Official learning partner