Attendee Information
Corporate
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With the baby boomers beginning to retire and pressure building on Federal and State income tax rates, individual investors are increasingly turning to municipal bonds for safety and tax-exempt income. For the financial advisor, this presents a challenge as the municipal industry has been changing rapidly over rate last two years, with hedge funds, foreign investors, derivative traders, and corporate cash now very active players with both day-to-day and long-term trading strategies. Traditional muni investors have struggled to compensate, and portfolio risk levels have increased dramatically. To grow their books of business, financial advisors need to understand how the playing field has changed and hot to invest in the new municipal world.
Come and hear the research and strategy ideas of Municipal Market Advisors (MMA), and independent research company that has served the muni institutional market since 1995 and, for the first time, is now reaching out to the retail sector.
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Who should attend:
- Financial Advisors
- Registered Investment Advisors
- Separate Managed Account portfolio managers
- Trust Officers
- Retail Trading Professionals
- Sales and Trading Support and Liaisons
- Risk Management and Retail Administration
- Family Offices
- High Net Worth Investors and Prospects
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Panels will include:
- Rapid Changes in Muni Land: Tom Doe, President of MMA, will detail how the municipal market has shifted, the new players and their motivations, and how things are likely to evolve over the next three years.
- Managing a Large Cash Allocation: Matt Fabian, Senior Analyst at MMA, will discuss the risks and rewards of keeping large allocations to floating rate for cash alternative products in a tax-exempt portfolio and when the best time may be to unwind into fixed rate structures.
- Municipal Hedge Funds: Chip Norton of Fortigent, a fund of funds for municipal hedge funds, will explain the different types of muni hedge fund strategies, their relative merits and performance, and how individuals should consider allocating to muni hedge funds.
- Reporters’ Roundtable: One of the paradoxes of municipal bonds is how a relatively safe investment receives such high profile, and often disruptive, media coverage, Matt Fabian and a reporter from The Bond Buyer will relate how muni stories are found, how you should use the media to your advantage, and what topics may have a n impact on your clients’ portfolios in the coming months.
- Online Trading: Investors and their representatives can now actively buy and sell muni bond on a proliferating number of electronic trading platforms. Tom Doe will detail the growth in these programs, what information they make available, and the risks and rewards in using them.
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