The Next Generation of Fixed Income

November 20, 2014 11:30 AM to 1:30 PMFairmont Palliser, Calgary, Alberta

Area of Interest: Pensions, Benefits, Investments Format: In Person

The low interest rate environment has created numerous challenges for Canadian pension plans and their members approaching retirement. It has put pressure on DB funding ratios and it has made it more difficult for members in DC and Group RRSP plans to obtain an adequate level of return from traditional income mandates. There is now a compelling argument to be “unconstrained” and take the handcuffs off your manager to look beyond traditional fixed income investments in retirement portfolios. In our presentation we will discuss how to generate income from bonds in a low rate environment, how to achieve the returns from credit allocations, using a global approach to finding unique investment opportunities in fixed income and other innovative strategies for your DB or DC plan.

	Alex Gitnik Standard Life Investments Alexander Gitnik is Investment Director for Fixed Income and Absolute Return products at Standard Life Investments. In that role he works alongside the investment team, being responsible for developing new fixed income and absolute return strategies and customized investment solutions for institutional clients globally
Prior to joining Standard Life Investments in March 2011, Alex worked in the fixed income product management team at Wellington Management Company in Boston. He has 16 years of investment experience and holds an MBA from the Wharton School of the University of Pennsylvania and a PhD degree from Saratov State Socio-Economic University, Russia.
	Alex Heron PIMCO Alex Heron is a vice president of national sales and business development based in Calgary, servicing retail and institutional investors in Western Canada. Prior to joining PIMCO in 2012, he was a vice president at Capital International, responsible for business development within the retail financial advisory and institutional community in Western Canada.
He has 18 years of investment experience and holds an undergraduate degree from Wilfrid Laurier University. He is a Certified Financial Planner

When Thursday, November 20, 2014 11:30 am to Noon - Registration and Buffet Lunch Noon to 1:30 pm - Presentation and Question	Where Fairmont Palliser Hotel 133 9th Avenue SW Alberta Room

Registration Fee CPBI Members: $ 65 Future Members: $ 95 Table of 8: $ 580 GST #106865330 RT0007	Information Krista Esau Phone: (587) 435-2724 [email protected]

The Next Generation of Fixed Income

Alex Gitnik Standard Life Investments

Alex Heron PIMCO

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Alex Gitnik
Standard Life Investments

Alex Heron
PIMCO