Credit in transition:
what the new rate environment means for portfolios
This dinner is a chance to step back from the noise and have an honest conversation about what the shifting rate cycle actually means for portfolio construction.
Date
Wednesday, 29 July
Time
12:00pm - 2:00pm
Location
Fugazzi
27 Leigh St
Adeliade SA 5000
What’s on the menu:
How the shift in the rate cycle is changing the risk and return profile of credit and fixed income, and what advisers need to reconsider in client portfolios as a result.
The key risks facing income investors over the next 12 to 24 months, including duration exposure, credit spreads and the potential for renewed volatility.
Learn how other practices are balancing yield, liquidity and capital preservation for clients across different risk profiles and time horizons.
Where experienced credit investors are finding value in the Australian market today, and which parts of the credit spectrum are being approached with caution.
How to think about the role of fixed income and credit within a diversified portfolio, beyond simply as a defensive buffer or yield proxy.
Speaker
Roy Keenan
Co-Head of Australian Fixed Income
Roy is a senior leader within the Fixed Income team at Yarra Capital Management, with a focus on Australian Fixed Income and Credit.
Roy has over 30 years of investment experience, both in asset management and trading. He has specialised in credit products since 1995. Roy has been a part of the investment management team for the Yarra Enhanced Income Funds since the Funds’ inception in 2002 and continues to manage these Funds. Additionally, Roy serves as co-portfolio manager for the Yarra Income Plus Fund.
Before joining Yarra Capital Management, Roy was the Head of Australian Credit at Goldman Sachs Asset Management. He started his career at Goldman Sachs in 1992, working within the firm’s securities division as a price maker/trader in government and corporate bonds. From 1997, he served as Head of the Fixed Income Desk, specializing in brokering and trading high-yield products. He transitioned to the Asset Management division in 2008. Prior to joining Goldman Sachs, Roy worked for four years in the Investment Management Division of the State Insurance Office. In 1988, he moved to the Treasury Corporation of Victoria, specializing in liability management of debt products, both domestically and offshore.
Roy holds a Bachelor of Business (Accounting) from Swinburne University in Melbourne.
RSVP
Contact
Ashley Ryburn
Head of Community
ashley@theinside.network
+61 432 993 402
Jaylen DeCarlo
Account Manager
jaylen@theinside.network
+61 494 155 513