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November 8, 2019: Modern Tools and Techniques for Credit Analysis
Friday, November 08, 2019, 11:30 AM - 2:00 PM EST
Category: Events

MAGNY

Monthly Luncheon & Discussion

Friday, November 8, 2019

Modern Tools and Techniques for Credit Analysis

Date: Friday, November 8, 2019

Time: 11:30 am - 2:00 pm

Location: Yale Club, 50 Vanderbilt Avenue, NYC

Details: 

The basics of incorporating digitized fundamental data into municipal credit analysis has been around for at least three decades.  However, using data to systematically acquire and monitor bonds has only begun to be built into the municipal investment process in the last ten years. Where is the industry today and where is it going?

Alternative Data, Big Data, Artificial Intelligence and Machine Learning have been used in the equity markets for several years and have recently been applied to corporate bond investment strategies. Will the municipal bond market soon follow?  How advanced is quantitative analysis as a tool to support credit analysis, portfolio decisions and trading? How can municipal credit analysts and portfolio managers leverage these cutting-edge quantitative tools and techniques to increase their own impact and improve results?

Join us for this discussion about the possibilities and limitations of these new and emerging tools.

Our panelists will be:

•          Richard Ciccarone, President and CEO of Merritt Research Services LLC

•          Guy Davidson, Chief Investment Officer of Municipal Fixed Income, AllianceBernstein

•          Chris Fenske, Head of Americas Fixed Income Research, IHS Markit

•          John McLean, Founder and Managing Director of Toronto based ACRe Data Inc.

•          Mark Schmidt, Municipal Strategist, Morgan Stanley Fixed Income Research

Moderated by Patrick Luby, Senior Municipal Strategist at CreditSights

Cost: $75 for members, $85 for non-members.

Payment: Event payments are no longer accepted at the door. Register and pay instantly using the PayPal button below.

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Cancel Date: Wednesday, November 6, 2019.

Cancel Policy: Feel free to substitute members of your firm. No refunds after the Cancel Date for no-shows. We appreciate your cooperation.

 

Contact: Patrick Luby - [email protected]