Julia Hammond, CFA, is a director in the Educational Events and Programs group at CFA Institute, where she leads the planning for a number of annual and specialty conferences, including the Fixed-Income Management Conference, Security Analysis Conference, and the Financial Analysts Seminar. Previously, she developed strategies for pension, endowment, and foundation fund clients at Equitable Capital Management (now AllianceBernstein), and she has also worked as an auditor for Coopers & Lybrand (now PricewaterhouseCoopers). Hammond served for a number of years as chair of the investment committee for the Rockbridge Regional Library Foundation. She holds a BS in accounting from the McIntire School of Commerce and an MBA from the Darden School at the University of Virginia.
The US municipal bond markets have been “changing for the good” in terms of disclosure and reporting since the financial crisis, according to Peter Coffin, president of Breckinridge Capital Advisors.
Brenda Trenowden, CFA, and Diane Nordin, CFA, shared firsthand knowledge about corporate board composition and governance, as well as advice on how women in investment management can blaze their own paths to serving on boards.
“Typically when the default rate is 1% or more above the Moody’s forecast, it is a good time to own distressed bonds," Martin Fridson, CFA, said. "Similarly, if the bonds are priced 1% or more below Moody’s, then the distressed bonds are priced too tightly (i.e., a signal to sell).”
Dan Fuss, CFA, vice chair of Loomis Sayles, has always encouraged analysts and portfolio managers to think broadly about their approach to investment analysis. He provided a global analytical framework through his four Ps — peace (or lack thereof), people, politics, prosperity, and adding perhaps a fifth P for policy and the evolving role of central banks — at the 2015 CFA Institute Fixed-Income Management Conference.
The pioneering businesswoman Barbara Roberts examined how far women in finance have come in the last 50 years and presented some surprising research about where things may be heading today in her presentation at the recent Women in Investment Management Conference. In particular, she focused on demographic changes, the ongoing pay gap, and the blossoming influence of millennials.
Robert Arnott, chairman and CEO of Research Affiliates, discusses what demographics can tell us about equity and fixed-income performance in the years ahead.
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