PhAMAS

Panel Discussion

Thursday, March 26, 2020

High Yield Beyond Puerto Rico

Date: Thursday, March 26, 2020

Time:  3:00 – 5:00

Location:  
Greenberg Traurig Law
1717 Arch Street, 4th Floor
Philadelphia, PA 19103

Introduction:
Richard Schwam, VP/High Yield Municipal Credit Analyst, AllianceBernstein

Panelists:      
Neene Jenkins, Executive Director, JPMorgan Asset Management, Charter Schools
Marshall Kitain, Director, JPMorgan, Transportation
Ron Mintz, Principal/Senior Credit Analyst, Vanguard, Senior Living

Moderator:    
Sandy Pae Goldstein, Director, Head of Credit/Structuring, Fundamental Credit Opportunities
 
Details:
Although the multi-year restructuring of a certain Caribbean commonwealth continued to dominate headlines, 2019 was characterized by record low interest rates, positive municipal supply/demand dynamics, and credit spread compression. High yield issuance has seen a significant pickup in activity and focus as investors seek yield and borrowers seek to capitalize on a favorable market.

How can analysts/investors find appropriately priced high yield investments that are structured and positioned to withstand future challenges? What are the latest high yield credit developments of note? What are the signals that seasoned analysts will be watching going forward?

This event will begin with a quick recap of recent HY market trends presented by Richard Schwam (AllianceBernstein). His introduction will frame a discussion by credit specialists on a handful of sectors: Neene Jenkins (JPMorgan Asset Management, Charter Schools), Marshall Kitain (JPMorgan, Transportation), and Ron Mintz (Vanguard, Senior Living), moderated by Sandy Pae Goldstein (Fundamental Credit Opportunities). We ask that the audience be prepared with good questions and in turn be prepared for candor!*

* This event is closed to the press.

Cost: $25 members; $75 non-members; state, local, municipal officials (please check with your state & organization rules), and students can attend for free by emailing Ken Weinstein at [email protected].

Registration: You can RSVP and make your payment using the PayPal button below. Please indicate the name of the person you are paying for if applicable.

Are you a member of PHAMAS?

Member $25.00 USD Not a Member $75.00 USD

Name of Person Attending

Organization

The Philadelphia Area Municipal Analyst Society (PhAMAS) is a not-for-profit association with members located in the Philadelphia region, including southern New Jersey, Delaware and Maryland.