High Yield Bond Master Class & 27th Annual High Yield Bond Conference

Wednesday June 21, 2017 - Thursday June 22, 2017
NYSSA Conference Center
Available as: Live Session;
Categories: NYSSA Event, Portfolio & Risk Management, Seminar

   

High Yield Bond Master Class

This program focuses on the basic building blocks of high yield investment. Leading practitioners will describe state-of-the-art practice in high yield credit analysis and portfolio management techniques. Another focus will be high yield’s distinctive market structure and trading environment. The Master Class will benefit existing and aspiring high yield practitioners, providers of services to high yield managers, and institutional asset allocators and investment advisors who seek to understand the role that high yield bonds can play in their portfolios.

27th Annual High Yield Bond Conference

NYSSA’s longest-running conference brings attendees up to the minute on the market outlook and key innovations. Leading market participants will address the challenge of rising interest rates and the reduced liquidity brought about by new regulations. Expert presenters will discuss current developments in the new issue market and leveraged loans. One session will highlight new research findings that can aid in understanding and forecasting the high yield market’s performance. This program is recommended for credit analysts, fixed income portfolio managers, institutional investors and financial advisors who allocate to the high yield asset class, and providers of services to money managers.

Agenda

MASTER CLASS - June 21, 2017

8:30am Check-In and Continental Breakfast

9:00am Welcome

Martin Fridson, CFA, Chief Investment Officer, Lehmann Livian Fridson Advisors LLC


9:05am How to Monitor the High Yield Market

Michael Brown, Advantage Data


9:50am Understanding Default Rates, Spreads, and Returns

Martin Fridson, CFA, Lehmann Livian Fridson Advisors LLC


10:45am Coffee break/Networking

11:15am High Yield Credit Analysis Case Study

Bill Hoffmann, Managing Director


12:15pm Overview of Bond Covenants

Saish Setty, Reorg Research


1:15pm Lunch

1:45pm High Yield Manager Selection and Evaluation

Chris Kamykowski, Summit Strategies

Elizabeth Jourdan, Mercy

John Patin, Allied World


2:45pm The Bankruptcy Process and Workouts

Anders Maxwell, Partner and Managing Director, Peter J Solomon Company


3:45 Conclusion

CONFERENCE - June 22, 2017

8:30am Check-In and Continental Breakfast

9:00am Welcome

Martin Fridson, CFA, Chief Investment Officer, Lehmann Livian Fridson Advisors LLC


9:05am Market Outlook

Diane Vazza, Standard & Poor’s

9:50am How UAFRS (Uniform Adjusted Financial Reporting Standards) Analytics Upend Traditional Corporate Credit Analysis

Joel Litman, President and CEO, Valens Research


10:45am Coffee Break/Networking

11:15am New Issue Market

Stephan Jaeger, Bank of America Merrill Lynch


11:45am New Research Findings

Peter Basile, Rutgers

Martin Fridson, CFA, Lehmann Livian Fridson Advisors LLC

Nemit Shroff, Class of 1958 Career Development Associate Professor, MIT Sloan School of Management


1:00pm Lunch

1:30pm Buy-Side Panel

Gershon Distenfeld, CFA, Director of Credit, AllianceBernstein

Rick Jain, Star Mountain Capital

David Sherman, Cohanzick Management


2:30pm Leveraged Loans

Meredith Coffey, LSTA


3:15pm Coffee Break/Networking

3:30pm Covenants and Distress

Vincent Pisano, Senior Analyst, Xtract Research

James Wallick, Covenant Analyst, Xtract Research

Jack Tracy, Head of Legal Analysis for the Americas, Debtwire


4:30pm Conclusion




NYSSA expects all attendees to comply with NYSSAs Code of Conduct while attending NYSSA events or meetings. NYSSA expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any NYSSA event or meeting.


DISCLAIMER
The New York Society of Security Analysts, Inc. (NYSSA) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While NYSSA seeks to present accurate and reliable information, NYSSA does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and NYSSA has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. NYSSA is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at NYSSA without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at NYSSA is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. NYSSA does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any NYSSA presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

Program Details


High Yield Bond Master Class

Date
Wednesday, June 21, 2017

Time
8:30AM - 3:45PM


High Yield Bond Conference

Date
Thursday, June 22, 2017

Time
8:30AM - 4:30PM


Pricing

Early Rate Fees (Until May 31st)

MASTER CLASS

Member $50 | Nonmember $135

CONFERENCE

Member $125 | Nonmember $325

***BUNDLE***

Member $150 | Nonmember $365


Location
NYSSA Conference Center
1540 Broadway, Suite 1010
45th Street Entrance

Early Rate Registration Deadline
Wednesday, May 31, 2017


Master Class CFA Institute CE®
3.5 credits

Conference CFA Institute CE®
5.0 credits

Sponsored by Kaplan Schweser


Speakers
Martin Fridson, CFA,
 Chief Investment Officer, Lehmann Livian Fridson Advisors LLC
Michael Brown, Advantage Data
Bill Hoffmann, Managing Director
Saish Setty, Reorg Research
Chris Kamykowski, Summit Strategies
Elizabeth Jourdan, Mercy
John Patin, Allied World
Anders Maxwell, Partner and Managing Director, Peter J. Solomon Company
Diane Vazza, Standard & Poor's
Joel Litman, President and CEO, Valens Research
Stephan Jaeger, Bank of America Merrill Lynch
Peter Basile, Rutgers
Nemit Shroff, Class of 1958 Career Development Associate Professor, MIT Sloan School of Management
Gershon Distenfeld, CFA, Director of Credit, AllianceBernstein
Rick Jain, Star Mountain Capital
David Sherman, Cohanzick Management
Meredith Coffey, LSTA
Vincent Pisano, Senior Analyst, Xtract Research
James Wallick, Covenant Analyst, Xtract Research
Jack Tracy, Head of Legal Analysis for the Americas, Debtwire

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