Roundtable Breakfast, Beyond Beta: Winning in a More Demanding Bond Market
Join us for a breakfast roundtable discussion on Beyond Beta: Winning in a More Demanding Bond Market, Dan Larkin, CFA, Vanguard
Join us for a breakfast roundtable discussion on Beyond Beta: Winning in a More Demanding Bond Market, Dan Larkin, CFA, Vanguard
The path ahead for bonds continues to look favorable, but the drivers of performance are shifting—away from broad beta and increasingly toward the ability to capitalize on rising dispersion and actively manage volatility. Join Vanguard as they share insights on the state of fixed income markets, discuss portfolio construction considerations, and present implementation ideas for today’s market environment.
May 6th 7:45am to 9:00am
Corporate College, 4400 Richmond Road, Warrensville Heights
This roundtable will have two locations: Eastside Breakfast at the Corporate College, Warrensville Heights and Westside Lunch at Wild Mango, Crocker Park (please register for this at the separate registration link here)
Breakfast will open at 7:45am and the presentation will start promptly at 8am.
Breakfast and lunch brought to you by Vanguard
Learn about Vanguard Here
Dan Larkin is a Senior Client Portfolio Manager in Vanguard’s Investment Management Division. Mr. Larkin works with Vanguard’s fixed income investment team and is responsible for supporting the active taxable fixed income product lineup. His primary responsibilities include meeting with clients to share portfolio positioning, performance, and investment outlook, authoring investment thought leadership content, and supporting the research and design of new fixed income products.
Prior to joining Vanguard in 2016, Dan worked as a fixed income performance & risk analyst at Barclays Capital and prior to that was a mortgage-backed securities analyst at Standard & Poor’s. He was also the Director of Fixed Income for Nationwide Financial’s Manager Research Team and was charged with the oversight and manager search efforts for all of Nationwide’s sub-advised fixed income mutual fund strategies. Dan is a CFA charterholder.
You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free!
Join CFA Cleveland today, yearly dues:
Local Member $150
Candidate Member $125
Student Member $50
CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media.
Join us for a breakfast roundtable discussion on Beyond Beta: Winning in a More Demanding Bond Market, Dan Larkin, CFA, Vanguard
Join us for a breakfast roundtable discussion on Beyond Beta: Winning in a More Demanding Bond Market, Dan Larkin, CFA, Vanguard
The path ahead for bonds continues to look favorable, but the drivers of performance are shifting—away from broad beta and increasingly toward the ability to capitalize on rising dispersion and actively manage volatility. Join Vanguard as they share insights on the state of fixed income markets, discuss portfolio construction considerations, and present implementation ideas for today’s market environment.
May 6th 7:45am to 9:00am
Corporate College, 4400 Richmond Road, Warrensville Heights
This roundtable will have two locations: Eastside Breakfast at the Corporate College, Warrensville Heights and Westside Lunch at Wild Mango, Crocker Park (please register for this at the separate registration link here)
Breakfast will open at 7:45am and the presentation will start promptly at 8am.
Breakfast and lunch brought to you by Vanguard
Learn about Vanguard Here
Dan Larkin is a Senior Client Portfolio Manager in Vanguard’s Investment Management Division. Mr. Larkin works with Vanguard’s fixed income investment team and is responsible for supporting the active taxable fixed income product lineup. His primary responsibilities include meeting with clients to share portfolio positioning, performance, and investment outlook, authoring investment thought leadership content, and supporting the research and design of new fixed income products.
Prior to joining Vanguard in 2016, Dan worked as a fixed income performance & risk analyst at Barclays Capital and prior to that was a mortgage-backed securities analyst at Standard & Poor’s. He was also the Director of Fixed Income for Nationwide Financial’s Manager Research Team and was charged with the oversight and manager search efforts for all of Nationwide’s sub-advised fixed income mutual fund strategies. Dan is a CFA charterholder.
You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free!
Join CFA Cleveland today, yearly dues:
Local Member $150
Candidate Member $125
Student Member $50
CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media.
Good to know
Highlights
- 1 hour 15 minutes
- In person
Refund Policy
Location
Corporate College East
4400 Richmond Road
Warrensville Heights, OH 44128
How do you want to get there?
