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Monday, October 30, 2017

Week In Preview, October 30-November 5

News summary by MFWire's editors

Happy (almost) Halloween!

Today Transamerica's DeltaShares ETF team is ringing the opening bell at the New York Stock Exchange in New York City, then hosting an analyst lunch meeting (also at the NYSE). Marijn Smit, head of Transamerica Asset Management, will host the event, and executives from Milliman Financial Risk Management and S&P Dow Jones Indices will also participate.

Also today, Macquarie Investment Management is hosting a media luncheon at its New York City offices. Shawn Lytle, deputy global head of MIM and president of MIM's Delaware Funds, will host the luncheon, which will also feature Roger Early, global head of fixed income, and John Leonard, global head of equities.

On Thursday, informa's Inside ETFs team will kick off their 2017 Inside Fixed Income conference at the Island Hotel in Newport Beach, California. Legg Mason, SSgA, Vanguard, and a host of other companies are sponsoring the conference. Speakers scheduled to appear include: Christopher Alwine, principal and head of municipals and credit research in Vanguard's fixed income group; Jeff Andrews, vice president of strategic partnerships at LendingClub; Matt Bartolini, vice president of SSgA; John Bellows, PM and research analyst at Legg Mason's Wamco; Marcel Benjamin, vice president in SSgA's SPDR ETF fixed income group; David Braun, managing director and head of U.S. financial institutions portfolio management at Pimco; Nick Cherney, senior vice president and head of ETPs at Janus Henderson; James Conn, SVP in Franklin Templeton's fixed income group; Dennis Gartman, editor and publisher of the Gartman Letter; Jack Gilligan, director of research at ClearRock Capital; Jim Grant, founder and editor of Grant's Interest Rate Observer; Ronald Heller, managing partner of portfolio management and trading at Peritus Asset Management; Matt Hougan, CEO of Inside ETFs; Aaron Kehoe, managing director and head of fixed income trading at Cantor Fitzgerald; Mark Lindbloom, PM at Wamco; Patrick Luby, municipal strategist at CreditSights; Anne Mathias, senior strategist in Vanguard's fixed income group; Michael McNiven, managing director and PM of Cumberland Advisors; Luke Oliver, head of U.S. ETF capital markets at Deutsche Asset Management; Ken Purnell, head of asset-backed portfolio management and senior PM at Invesco; J.R. Rieger, head of fixed income indices at S&P Dow Jones Indices; Waqas Samad, CEO of benchmarks at FTSE Russell; Jeffrey Sherman, deputy chief investment officer at DoubleLine; Jason Singer, managing director at Goldman Sachs Asset Management; Bob Smith, president and CIO at Sage Advisory Services; Todd Stankiewicz, private wealth manager at Merrill Lynch Wealth Management; John Swolfs, vice president and head of EMEA at Inside ETFs; Drew Voros, editor-in-chief at ETF.com; Andrew Watts, managing director and PM at Oaktree Capital; and Linda York, SVP at Syndicated Market Strategies.

Also on Thursday, the Philadelphia Fund Alliance will host its second annual gala, this time at the Logan Philadelphia. Cradles to Crayons is the featured charity at the event, and New York Times investigative reporter and author Diana Henriques will deliver the keynote speech. The evening will feature a cocktail reception and a dinner. Sponsors of the gala include FS Investments, Morgan Lewis, SEI, Stradley Ronon, and a host of others.

In the defined contribution industry this week, FIS' Relius team is hosting several events, and DCIIA is looking for nominations. Our sister publication 401kWire has the details. 

Edited by: Neil Anderson, Managing Editor



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