Invested in Connecting
Fixed Income Forum
Thursday 23 February
14:00 PM GMT | 15:00 CET | 09:00 EST
Virtual2022 was a year to forget for fixed income investors as a sharp spike up in inflation and aggressive interest rate rises sent bond yields soaring and bond prices tumbling.
2023 is shaping up very differently. Value has returned and bond yields are competitive. With inflation set to tumble, should investors lock in today’s attractive yields? Are credit markets pricing in an economic slowdown? Can emerging market bonds stage a comeback?
Join us for our virtual Invested in Connecting Fixed Income Forum via live video stream on Thursday 23 February 2023 at 2pm UK time (3pm CET) as we answer these and many other questions. Featuring our fixed income experts, this 1 ½ hour event will be a packed session, short on time but long on content. Register now so you don’t miss out.
Agenda
| 14:00 | Welcome |
| Ignacio De La Maza, Head of EMEA Intermediary & Latin America | |
| 14:05 | Beyond the hall of mirrors |
| Jim Cielinski, Global Head of Fixed Income | |
| 14:15 | Look for the security in securitised |
| John Lloyd, Lead, Multi-Sector Credit Strategies | Portfolio Manager | |
| 14:30 | Panel- Goldilocks question – is credit cheap, expensive or just right? |
| James Briggs, Portfolio Manager Tim Winstone, Portfolio Manager Tom Ross, Portfolio Manager Moderated by Kareena Moledina, Lead Client Portfolio Manager |
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| 14:55 | Opportunities in Emerging Markets Debt |
| Thomas Haugaard, Portfolio Manager | |
| 15:10 | Bond O’clock |
| John Pattullo, Co - Head of Strategic Fixed Income Jenna Barnard, Co - Head of Strategic Fixed Income |
|
| 15:25 | Closing remark |
| Mario Aguilar, Senior Portfolio Strategist | |
| 15:30 | Event close |
For professional and qualified investors. Only for use outside of the US or with US financial professionals servicing non-US persons. Marketing Communication. Not for onward distribution.
Co - Head of Strategic Fixed Income
Jenna Barnard is Co-Head of Global Bonds at Janus Henderson Investors, a position she has held since 2015. She manages and co-manages a range of global bond strategies and funds meeting different client needs globally. Jenna joined Henderson in 2002 as a credit analyst and was promoted to portfolio manager in 2004. Prior to this, she worked as an investment analyst with Orbitex Investments.
Jenna graduated with a first class BA degree (Hons) in politics, philosophy, and economics from Oxford University. She holds the Chartered Financial Analyst designation, is a member of the Society of Technical Analysts, and is an Affiliate Member of the UK Society of Investment Professionals. She has 22 years of financial industry experience.
Portfolio Manager
James Briggs is a Corporate Credit Portfolio Manager at Janus Henderson Investors responsible for the Global Investment Grade, Sterling Investment Grade, Buy and Maintain, and UK Cautious Managed strategies. James joined Henderson in 2005 as a credit analyst and was named a portfolio manager in 2010. Prior to this, he was a credit analyst with BlueBay Asset Management and a high-yield analyst with Invesco Asset Management.
James graduated with a BA degree (Hons) in philosophy from University College London. He is a member of the Institute of Chartered Accountants in England and Wales and holds the Chartered Financial Analyst designation. He has 26 years of financial industry experience.
Global Head of Fixed Income
Jim Cielinski is Global Head of Fixed Income at Janus Henderson Investors, a position he has held since 2017. He oversees all of the global fixed income products and teams and leads Corporate Credit as well. Previously, Jim was the global head of fixed income for Columbia Threadneedle Investments from 2010. Prior to joining Columbia Threadneedle, he spent 12 years at Goldman Sachs Asset Management as managing director and head of credit. Before that, he was head of fixed income for Utah Retirement Systems, assistant manager of taxable fixed income for Brown Brothers Harriman & Co., and an equity portfolio manager for First Security Investment Management.
Jim received bachelor of science degrees in management and finance from the University of Utah and an MBA with a concentration in finance from New York University, Stern School of Business. He holds the Chartered Financial Analyst designation and has 40 years of financial industry experience.
Head of EMEA Intermediary & Latin America
Ignacio De La Maza is Head of EMEA Intermediary & Latin America at Janus Henderson Investors, a position he has held since 2019. In this role, he heads the intermediary business across Europe, the Middle East, Africa, and Latin America. Before this, he was head of sales, continental Europe & Latin America at the firm from 2017. Ignacio was head of sales, Iberia and Latin America from 2011 and head of sales, Latin America from 2009, both at Henderson Global Investors. Prior to this, he was an institutional sales manager at New Star Asset Management from 2007. He began his career in 2005 as a mutual and hedge fund analyst at M&B Capital Advisers in Spain.
Ignacio received his bachelor of arts degree (Hons) in business studies at the University of San Pablo CEU in Madrid. He has 18 years of financial industry experience.
Portfolio Manager
Thomas Haugaard is a Portfolio Manager on the Emerging Markets Debt Hard Currency (EMD HC) Team at Janus Henderson Investors. Prior to joining the firm in 2022, he was a senior portfolio manager at Danske Bank Asset Management (DBAM) where he contributed toward the launch of the EMD HC strategy and served on the EMD HC team from 2013. Before that, he was a senior economist at Svenska Handelsbanken, responsible for emerging markets research, focusing on China and Latin America from 2006. Earlier, he was an economist at Danmarks Nationalbank (the Danish Central Bank) for two years. Thomas is a member of ThinkChina’s working group on economics and business and has been an external lecturer in economics at the University of Copenhagen.
Thomas received BSc and MSc degrees in economics from the University of Aarhus, specialising in financial crisis theory, applied international economics and econometrics. He has 19 years of financial industry experience.
Portfolio Manager
John Lloyd is Lead, Multi-Sector Credit Strategies at Janus Henderson Investors, a role he has held since 2022. In this role, John is responsible for creating the strategic framework, leading investment strategy, launching new products and bringing together ideas globally across the multi-sector credit franchise. He has been a Portfolio Manager on the Multi-Sector Credit strategy, since its 2014 inception. John was head of global credit research from 2009, sharing this role since the firm’s merger and joined Janus as a research analyst in 2005. Prior to that, he worked as a private equity associate at H.I.G. Capital in Miami and at Willis Stein & Partners in Chicago. Earlier in his career, he was an investment banking analyst for Deutsche Bank.
John received his bachelor of arts degree in economics from the University of Michigan and his MBA from Dartmouth College, Tuck School of Business. He has 25 years of financial industry experience.
Lead Client Portfolio Manager
Kareena Moledina is Lead Client Portfolio Manager, EMEA at Janus Henderson Investors, managing the EMEA client portfolio management group since 2022. Additionally, she has been responsible for the Corporate Credit and Asset-Backed Securities strategies since being appointed a client portfolio manager in 2021. Prior to joining Janus Henderson in 2018 as a senior product specialist, Kareena was a senior investment consultant from 2015 with Aon Hewitt, where she was in charge of researching fixed income products and building Aon’s fixed income fund of fund solutions. Before that, Kareena spent six years at BlackRock, most recently as a portfolio manager on the UK fixed income team in London and prior to that as an associate in the portfolio analytics group.
Kareena earned a BSc degree (Hons) in actuarial science from the University of London, CASS Business School. She has 15 years of financial industry experience.
Co - Head of Strategic Fixed Income
John Pattullo is Co-Head of Global Bonds at Janus Henderson Investors. He manages and co-manages a range of global bond strategies and funds meeting different client needs globally. John joined Henderson in 1997 as a trainee manager in corporate bonds and was head of the Strategic Fixed Income Team from 2009 until 2015 when he became Co-Head with Jenna Barnard. Prior to Henderson, he spent four years as a chartered accountant at PricewaterhouseCoopers.
John has an MA (Hons) in economics from the University of St Andrews. He is a member of the Institute of Chartered Accountants of Scotland (CA) and an associate member of the Society of Investment Professionals (ASIP). He has 30 years of financial industry experience.
Portfolio Manager
Tom Ross is Global Head of High Yield at Janus Henderson Investors, a role he has held since 2022. In this role, Tom is responsible for leading investment strategy and portfolio management of the firm’s high yield franchise. He has been a Portfolio Manager since 2006 and is responsible for co-managing the US, Global, and European High Yield strategies, as well as the Euro Investment Grade Credit strategy since 2022, 2015, 2015 and 2015, respectively. Prior to portfolio management, he specialised in credit trading on Henderson's centralised dealing desk. He joined Henderson in 2002.
Tom graduated with a BSc degree (Hons) in biology from Nottingham University. He holds the Chartered Financial Analyst designation and has 21 years of financial industry experience.
Portfolio Manager
Tim Winstone is a Corporate Credit Portfolio Manager at Janus Henderson Investors, a position he has held since joining Henderson in 2015. Tim co-manages the European Investment Grade, Global Investment Grade, European High Yield, Global High Yield, and Global Responsible Managed strategies. Prior to Henderson, he was an executive director, senior fixed income portfolio manager and part of the global credit team at UBS Global Asset Management. He began his career as a portfolio assistant at Thesis Asset Management and has worked in global credit since 2004.
Tim earned a BSc degree (Hons) in mathematics from the University of Bristol. He holds the Chartered Financial Analyst designation and the Investment Management Certificate and passed the Regulation and Compliance unit of the CISI Diploma. He has 20 years of financial industry experience.
Senior Portfolio Strategist
Mario Aguilar De Irmay is a Senior Portfolio Strategist at Janus Henderson Investors, a position he has held since 2021. He is a member of the Portfolio Construction and Strategy Team focused on asset allocation analytics for the Latin American, U.S. Offshore, and Iberian regions. Prior to joining the firm, Mario was an EMEA client relations director at Wells Fargo Asset Management from 2013. He was a director, EMEA client services at Markov Processes International from 2007. Earlier, he was an economic development consultant from 2004 to 2005. He began his career as an external debt operations analyst for Central Bank of Bolivia in 2003.
Mario received a bachelor’s degree in economics from the Universidad Católica Boliviana and an MBA with a concentration in finance from Syracuse University, Martin J. Whitman School of Management under a Fulbright scholarship. He is a member of the CFA Society of the UK. He holds the Chartered Financial Analyst designation and the Investment Management Certificate (IMC). He has 18 years of financial industry experience.