PORTFOLIO - Opportunities in the Fixed Income World (Webinar)
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PORTFOLIO - Opportunities in the Fixed Income World (Webinar)

When: Tuesday, June 30, 2020
3:00 p.m. - 4:00 p.m.
Where: Live Webinar
United States

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PORTFOLIO - Opportunities in the Fixed Income World

PORTFOLIO is a series of webinars between May and July that will showcase much of the content and many of the speakers scheduled for the in-person PORTFOLIO 2020 Conference, which was cancelled due to the COVID-19 pandemic.

Join our panel of experts as they discuss where we are now in the world of fixed income, where we are going, and potential opportunities.

This event is offered in partnership with CFA Society Los Angeles.


CFA Society San Francisco Members - Click here to request a discount code prior to registering!


Peter W. Palfrey, CFA- Vice President and Portfolio Manager, Loomis, Sayles & Company

Peter Palfrey is a Vice President of Loomis, Sayles & Company and Portfolio Manager for the Loomis Sayles Fixed Income group. Prior to joining Loomis Sayles in 2001, he worked for Back Bay Advisors as senior vice president and portfolio manager. He also served previously at MONY Capital Management as investment vice president and portfolio manager. Mr. Palfrey earned a BA from Colgate University, and is a CFA charterholder.

Anne B. Walsh, CFA- Senior Managing Director, Chief Investment Officer, Fixed Income, Guggenheim

Anne Walsh is Chief Investment Officer for Fixed Income at Guggenheim Partners. She also serves as head of the Portfolio Construction Group and Portfolio Management team. Anne oversees more than $185 billion in fixed income investments and  has over 30 years of experience in investment management. Walsh received her BSBA and MBA from Auburn University and her J.D. from the University of Miami School of Law.


Asha B. Joshi, CFA- Managing Director, Payden & Rygel

Asha Joshi is a Managing Director at Payden & Rygel. Prior to joining Payden & Rygel, Asha was vice president, Global Capital Markets at CIBC/Wood Gundy and previously, vice president at First Interstate Bank, Ltd. Asha currently serves as Chair on the board of the California Council on Economic Education and she also serves on the Advisory Board of UCLA Anderson’s Social Impact Center. Asha is a past president of the CFA Society of Los Angeles and a member of the CFA® Institute. Asha earned an MBA, with an emphasis in finance, and an MA degree from UCLA. She also received an undergraduate degree with the highest honors from Bangalore University in India.





CFA Society San Francisco Members - Click here to request a discount code prior to registering!

This event qualifies for 1 hour of continuing education credit for CFA charterholders.

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