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Event Registration - Career Chat: Bank Loans and Structured Investments

Thursday, October 14, 2021
12:00 PM - 1:00 PM Eastern Daylight Time
Career Chat: Bank Loans and Structured Investments

Join CFA Society Boston for our Career Chat: Banks Loans and Structured Products featuring Heather Young, CFA of Loomis, Sayles & Company. This will be an interactive session for participants to learn about careers in the Bank Loan, Structured Product and Leveraged Loans space. Come learn more, ask questions, and connect with others interested in this exciting part of the investment profession.

Speaker Bios

Heather Young, CFA is a vice president and portfolio manager for the bank loan team at Loomis, Sayles & Company. Heather began her career in 2005 as a credit analyst at Columbia Management/Bank of America, where she analyzed loans, bonds, and structured products, and developed valuation models. She joined Loomis Sayles in 2008 as a vice president and research analyst covering loans, high yield, investment grade, and emerging markets credits until 2011. After earning her graduate degree, Heather then worked as an early-stage technology investor for Converge Venture Partners. Later, she was a vice president and senior analyst for ESG-forward investment grade bond manager Breckinridge Capital Advisors until 2016 when she rejoined Loomis Sayles as a senior bank loan analyst. Heather became a strategist in 2018 and was promoted to portfolio manager in 2020. Heather earned a BA from Boston University and an MBA from the Massachusetts Institute of Technology. The bank loan team is headed by John Bell, who has been working in the bank loan asset class since 1989. John joined Loomis Sayles in 2001 to build the firm’s bank loan capabilities. John was among the first non-bank buyers of bank loans and his work pre-dates the first bank loan index, which began in 1992. The team began managing bank loans in a conservative style, and later expanded to include several more flexible and structured products.


Members | Complimentary
Non Members | Complimentary

Members can register by logging into their Boston specific account. Non-members and CFA Society Global members must create an account, or log into their Boston specific account, to register for this program. Zoom details will be sent following registration. If you do not receive a confirmation email, please ensure you have completed the entire checkout process. 

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