CFASP Luncheon: "The Road Ahead for Fixed Income"

We’re pleased to invite you to The Road Ahead for Fixed Income, where you’ll meet and get first-hand insights from portfolio managers of State Street Global Advisors' active SPDR fixed income ETFs. Please join us for a luncheon and a panel discussion focused on the challenges and opportunities in today’s fixed income market.

Date: August 28, 2024

Time: 12:00 to 1:00 - presentation | 1:00 to 1:15 - Q&A

Coopers Hall

2218 N.E. Broadway

Portland, Oregon 97232

Thanks to the generous sponsorship from State Street Global Advisors,

this luncheon is complimentary for CFASP members

Nonmembers: $50

Hear various viewpoints on Fed policy and the ripple effect it may have on the bond markets or economy.
Address risks within the bond markets from pivoting duration, managing credit, and enhancing liquidity.
Gain insight to actionable paths worth considering for your core bond allocation.
Have a chance to meet the active portfolio management team and draw insights from their active approach to fixed income.

State Street Global Advisors will lead an insightful conversation with:

Gordon McKemie,

Managing Director, Portfolio Manager at Blackstone (SPDR ETFs-HYBL and SRLN)

Gordon McKemie is a Managing Director in Blackstone Credit and Insurance (BXCI) based in New York. Mr. McKemie is a portfolio manager of the exchange-traded funds in the Liquid Credit Strategies unit.

Prior to joining Blackstone in 2012, Mr. McKemie was an Associate in Leveraged Finance at Citigroup and an Assistant Vice President in high yield research at Barclays Capital. He began his career at Lehman Brothers.

Mr. McKemie received a BBA with a concentration in Finance from the Goizueta Business School at Emory University and is a CFA Charterholder.

Roger Ackerman,

Vice President & Product Manager at Loomis Sayles (SPDR ETF-OBND)

Roger Ackerman is a Vice President of Loomis, Sayles & Company and is an Absolute Return and Credit Opportunities Product Manager for the Fixed-Income group. He started his investment career in 1987 and joined Loomis Sayles in 2009. Prior to Loomis Sayles, Mr. Ackerman was a vice president at Fidelity Investments, where he managed the structured products platform, servicing the needs of high-net-worth clients of Fidelity’s family office, private wealth management, registered investment advisors and correspondent broker-dealers. Previously, he was a director at Dresdner Kleinwort Wasserstein, where he was responsible for the sales and marketing of credit derivative products to financial institutions. He was also a director at Fleet Bank within the credit derivatives group.

Mr. Ackerman earned a BS from Syracuse University and an MBA from the Stern School of Business at New York University.

Jeffrey Mayberry, Portfolio Manager at DoubleLine (SPDR ETFs- TOTL, STOT, and EMTL)

Jeff Mayberry joined DoubleLine in 2009. He is a Portfolio Manager on DoubleLine’s strategic commodity strategy while working in portfolio management and trading for derivatives‐based and multi‐asset strategies. Mr. Mayberry is a Strategist on the Fixed Income Asset Allocation Committee and a contributing member on our Global Asset Allocation and Macro committees. He also co-hosts DoubleLine’s weekly Monday Morning Minutes (Twitter @DLineMinutes, Minutes@Doubleline.com) podcast. Prior to DoubleLine, Mr. Mayberry was a Senior Vice President at TCW for nine years within the Mortgage Group, where he specialized in portfolio and fund monitoring and analytics. He holds a B.S. in Engineering from Harvey Mudd College and an M.S. in Financial Engineering from the Peter F. Drucker Graduate School of Management at Claremont Graduate University.

Registering for this event implies that you agree to CFASP's Waiver and Release.