Fixed Income ETFs: Landscape, Market Structure & Application

In today’s interest rate environment, focusing with precision to manage risk and total return on fixed income portfolios matters. Join us for a webinar on Wednesday, April 17th to learn how sophisticated investors are using ETFs to implement their views across the bond market, just as they use ETFs in other asset classes.

As the marketplace experienced in equities two decades ago, changes in fixed income market structure are driving the next generation of bond ETFs. With investors demanding more specificity and nuanced exposures to manage their bond portfolios, the ETF industry is responding by bringing more innovative products to the marketplace. 

This session will: 
• Detail the current state, the pipeline, and the future of fixed income ETFs  
• Explore the changes in bond market structure and the role ETFs play in this evolution
• Uncover use cases for fixed income ETFs in institutional portfolio management

Speaker Bios:
Brian O’Donnell
Co-Founder and Head of Distribution, BondBloxx

Brian O’Donnell is a co-founder of BondBloxx and responsible for leading the company’s distribution efforts and engaging with clients. Previously, Brian was a Senior Vice President at Northern Trust Asset Management, where he led sales, business strategy, enablement, and administration for funds and managed accounts. Prior to Northern Trust, he held a variety of roles as a Managing Director at BlackRock, where he led sales for BlackRock’s Liquidity solutions, drove iShares ETF Institutional and RIA Distribution, and was instrumental in the launch of iShares ETFs to the Asia Pacific and Australian marketplaces. Before BlackRock, he served as a Financial Advisor for Prudential Securities.
 
Ben Morris, Portfolio Manager, BondBloxx

Ben is a Portfolio Manager at BondBloxx, with an emphasis on capital markets and product innovation. Prior to joining BondBloxx, Ben was Global Head of Product for Bloomberg’s BSKT product, the first-ever consolidated solution for the ETF primary market. In previous roles at State Street Global Advisors (SSGA) and Brown Brothers Harriman, he worked as a Portfolio Manager and Fund Accountant for fixed income ETFs.

 


Pricing:
Member: $20
Student and Candidate Member: $10
Non-Member: $40
Virtual Member: Complimentary
Virtual Non-Member: $10

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When
4/17/2024 12:00 PM - 1:00 PM
Eastern Daylight Time
Where
CFA Society Boston 101 Federal Street Suite 502 Boston, MA 02110 UNITED STATES
Registration is closed.