CMTA Conversations: Fixed Income Topics for 2020: The Transition to SOFR and Considering ESG in the Investment Process
A discussion on two very relevant topics in the world of fixed income investing. We will discuss the transition away from LIBOR to SOFR and explore what each rate is and the potential ramifications investors must consider during the transition period. Then, we will explore the role of Environmental, Social and Governance (ESG) as an important aspect of investment analysis and how you implement it into your investment process. We will explore the topic and compare and contrast examples of ESG analysis.
with Jeff Probst, CFA, Vice President and Portfolio Manager at Chandler Asset Management
Sponsored by Chandler Assest Management
Lunch included thanks to our sponsor
Jeff Probst is a Vice President and Portfolio Manager at Chandler Asset Management. He is responsible for implementing portfolio strategy and securities trading in client accounts. Prior to joining the firm in 2012, Jeff was an Investment Analysis at BOFI Federal Bank. He began his career as Mutual Fund Treasury Administrator at Western Asset Management. He originally joined the firm as an Assistant Portfolio manager, and was promoted to Portfolio Manager in 2014. Jeff earned his B.S. in managerial economics and his M.S. in agricultural and resource economics from the University of California, Davis. He holds the designation of Chartered Financial Analyst.
Event questions: Michael Solorza, Manager, Fiscal Services, City of Irvine and CMTA Southern Division Chair MSolorza@cityofirvine.org
Registration questions: Kristina at firstname.lastname@example.org or (916) 231-2144
Cost: Free for members / $30 for non-members