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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?

 
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Global vs. local


Are you missing out in the global bond market? We'll be discussing the potential value of buying local versus global, currency risk, hedging and how to make the right call, every time.

 
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Leighton Shantz
Director of Fixed Income
Employees Retirement System of Texas

David Kotok
Chairman/CIO
Cumberland Advisors

Jeffrey Sherman
Deputy CIO
DoubleLine Capital LP

Christian Menegatti
Senior Investment Strategist, Chief Investment Strategists
Windhaven Investment Management

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