Hundreds of investors have eschewed traditional and popular credit analyses for highly advanced and powerful methods of analyzing default risk and payment promises.
What makes these so powerful? They have proven to identify credit opportunities with far higher reward to risk ratios, often those which the Big Three Agencies have failed to rate accurately… or failed to rate at all.
What analyses have these investors used to evaluate corporate bonds and find higher reward to risk layoffs for their funds and clients?
Join us on February 20, 2024, at 12:00 NN EST for an insightful session in collaboration with CBonds. The event will be co-hosted by Lana Veselova, International Relations Manager, and moderated by Anatoly Shkareda, Business Development Manager.
As Chairman and CEO of Valens Research and the Founder of FA Alpha, Professor Joel Litman describes these advanced methods in detail–including iCDS (Intrinsic CDS), Uniform Debt Accounting, and Credit Call Forensics–along with the track records that have led and continue to lead to uncanny investment returns in fixed income.
Dislocated But Not Distressed: Bonds that pay like equities in 2024
In collaboration with CBonds
By Professor Joel Litman
February 20, 2024, Tuesday, 12:00 NN – 1:00 PM ET + Q&A
*This webinar is free of charge. Registration is required to save your slot.
The current global macro environment has made these dislocated bond opportunities more plentiful, while harder to find and price.
Thousands of firms have long-term credit liabilities without any traded Credit Default Swaps. Another large set of firms have credit ratings from the “Big Three” agencies that institutional investors find heavily biased and unreliable. Many default risk calculations are antiquated algorithms based on Z-Scores and the like that are no longer relevant or useful.
Professor Litman will delve into the state of bonds and bond markets in 2024 for fixed income investors.
Expect a comprehensive exploration of both the U.S. and global markets, with a focus on tailored investment strategies for this year. If you’re looking to enhance your bond portfolio, find attractive investment opportunities in a tumultuous market, and be more knowledgeable about the current financial landscape, then this event is for you.
Secure your spot now for this exclusive event and gain valuable insights for your financial journey.
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About the Speaker:
Professor Joel Litman is Chairman and CEO of Valens Research and the Founder of FA Alpha, the flagship membership community for Financial Advisors.
Professor Litman’s publications and research are read by tens of thousands every week. For thirty years, he has been a trusted advisor to management teams and institutional, family, and individual investors.
With global demand for his work in investing and strategic analysis, Professor Litman has lectured and advised at Harvard Business School and London Business School, for the Pentagon and FBI, and for investment teams and corporations from New York to Frankfurt to Beijing.
He has been interviewed on CNBC, quoted in Barron’s Magazine and Institutional Investor, and is a regular contributor to Forbes. He published “Give My Regrets to Wall Street” in Harvard Business Review. Professor Litman co-authored the highly-acclaimed book, DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth.
As Chairman of the UAFRS Council, Professor Litman has spearheaded the global use of Uniform Accounting and financial analysis. He has patented and holds intellectual property in macroeconomic analysis, equity and credit research, and deep forensic financial analysis, utilized by more than 230 of the 300 world’s largest investment managers.
Professor Litman is a member of the CFA Institute, the global association for investment professionals, and the Association of Certified Fraud Examiners. He is a CPA (Certified Public Accountant), received a B.S. in Accounting from DePaul University, and an MBA/MM from the Kellogg Graduate School of Management at Northwestern University.
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