Reinventing Bond Investing
Join us in conversation with Alberto Gallo, CFA on the changing face of fixed income investment -- a discussion and Q&A session addressing such questions as:
* How will inflation dynamics evolve?
* Which central banks will be able to retain credibility?
* Will bond vigilantes come back to punish the ones that don't?
* What's the future of our monetary system -- i.e. how long can developed economies keep real rates below inflation without suffering capital outflows?
* How can fixed income investors navigate regime change?
Aberto Gallo is CIO and Co-founder of Andromeda Capital Management. Prior to this, he initiated and managed a Global Credit Opportunities strategy (2016-2022) at Algebris Investments. He previously ran Macro Credit Research at RBS in London (2011-2016) after working in Credit Strategy at Goldman Sachs in New York (2008-2011), Credit Derivatives Strategy at Bear Stearns in London and New York (2007-2008), and Credit Research at Merrill Lynch in London (2004-2007). He is a member of the ECB's working group on financial stability and of ESMA's working group on financial innovation. Alberto is a CFA charterholder. He graduated in Economics, cum laude (2004), two years ahead of the norm, from Bocconi University, where he is currently a guest professor in Macroeconomics. He previously served in the navy at the F. Morosini Naval School in Venice, Italy, where he was chief cadet of the 1997-2000 class and won national-level athletics championships.
Andrey Kuznetsov is Head of Fixed Income for Switzerland-based multi-family office Graian Capital Management SA and is responsible for asset allocation across fixed income. He previously spent 8 years at Federated Hermes International, where he was responsible in his latest capacity for a multi-billion portfolio of total return credit strategies. Andrey holds an undergraduate degree in Economics from State University - Higher School of Economics in Moscow, where he majored in Financial Engineering and Mandarin Chinese, and a graduate degree from London Business School. Prior to moving to London, he worked in various roles in Russia and China. Andrey was named in Financial News' 'Top 25 Rising Stars under 40 in European Asset Management'. Andrey is a native Russian speaker and CFA charterholder.