WP Advisor Connect Fixed Income
THE BEGINNING OF A NEW ERA FOR FIXED INCOME
 MARCH 26, 2024 |1:30 PM - 2:30 PM | VIRTUAL

This webinar has been approved for 1 CPD credit each from IAFE and FP Canada.


Fixed income has resumed its place in the spotlight. Predictions of a central bank pivot and the likelyhood of yields resting higher long-term than they did before the pandemic have brought investors flocking back to the asset class. 

This renewed interest, however, raises new questions around duration and the classes of fixed income that offer the greatest opportunity for risk-adjusted return. It opens the conversation, too, about the place of other strategies like alternatives & covered calls which served to stand in for the low yields fixed income previously offered. 

In this panel, moderated by Wealth Professional Senior Editor David Kitai and featuring leading industry experts, we’ll examine the challenges facing advisors and portfolio managers in the bond market. 

This interactive panel will delve into where the opportunities and risks lie in fixed income, what products to use, and the strategies advisors can deploy to make the best of today while still preparing their clients’ portfolios for the future. Topics to be covered include the general view of fixed income before and after this most recent central bank hiking cycle, where yields will fall once inflation is “tamed”, and what is the global picture for fixed income? 
 
Sign up now and gain insight into: 
  • Current opportunities within the subsets of fixed income
  • The next big innovations in fixed income products and strategies
  • The implications for clients' fixed income allocation

 

 

Meet the Speakers

Briggs Darcy

 

Darcy Briggs

Senior Vice President & Portfolio Manager | Franklin Fixed Income 

Darcy Briggs is the senior vice president and portfolio manager for Franklin Templeton Fixed Income - Bissett Investment Management in Calgary, Canada. 

He is responsible for co-leading Franklin Bissett Income strategy development and implementation including Franklin Bissett Short Duration Bond Fund, Franklin Bissett Corporate Bond Fund, Franklin Bissett Canadian Bond Fund, Franklin Bissett Core Plus Bond Fund, Franklin Bissett Canadian Government Bond Fund, Franklin Bissett Monthly Income and Growth Fund, and Franklin Liberty Canadian Investment Grade Corporate ETF. 
Geoff Castle

 

Geoff Castle

Lead Portfolio Manager of Pender's Fixed Income portfolios| PenderFund Capital Management

Geoff Castle is the Lead Portfolio Manager of Pender's Fixed Income portfolios, having managed the Pender Corporate Bond Fund since September 2015, as well as the Pender Bond Universe Fund since its inception in January 2020. 

Geoff’s career as a professional investor spans two decades and includes experience in both public mutual funds and proprietary investment fund management for ultra-high net worth individuals. His area of expertise is in fundamental business analysis and valuation which he applies to credit markets to find enhanced yield or price appreciation opportunities in situations where substantial margins of safety exist.
Ben Chim

 

Ben Chim

VP & Director, Portfolio Manager | TD Asset Management

Benjamin leads the High Yield Fixed Income Team, and as a Portfolio Manager is responsible for active retail and institutional fixed income portfolios.

He is also Lead Manager of the Global High Yield Bond and Canadian Corporate Bond mandates. He co-manages the Canadian Core Plus Bond mandates, the Global Corporate Bond investments within the Canadian and Global Fixed Income mandates, and Active Fixed Income ETFs and Sustainable Corporate Bond mandates. Benjamin has extensive experience analyzing corporate bonds and active fixed income management. He earned progressively senior roles at major Canadian investment firms. Benjamin holds a B.A.C.S. from Western University.
David Kitai

 

David Kitai

Senior Editor – Wealth Professional, Key Media | Moderator

David Kitai is a senior editor in the Wealth vertical for Key Media. He is responsible for content across Wealth Professional and Benefits and Pensions Monitor. He’s a graduate of the Master of Journalism program at the University of British Columbia.


David is a journalist with experience in magazine editing, radio production, and international reporting in Toronto, Vancouver, and Tbilisi. He loves wine and cooking and is always looking for a new recipe.

 

Thank You to Our Sponsors

Franklin Templeton

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TD Asset Management

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