Registration for the event will open and name badges will be available to collect. Breakfast will be served also.

Speakers:

Chris Snow at CreditSights

Erin Lyons at CreditSights

Despite an election sweep and a Fed inclined to cut rates, credit investors face a complicated outlook in 2025. The Strategy team will provide our take on top of mind themes including juicy yields, robust liquidity, policy uncertainty and the path for fundamentals in a new political regime.

Speakers:

Winnie Cisar, Global Head of Strategy at CreditSights

Zachary Griffiths CFA, Head of IG & Macro Strategy at CreditSights

U.S. consumers are increasingly demonstrating value-centric behavior, leaving a mix of haves and have-nots for category growth. A new presidential administration brings a potential landscape change on a number of issues ranging from labor, to transfer payments (SNAP, Medicaid, etc.), to tariffs on import-dependent sectors.

Speakers:

Eric Axon CFA, Co-Head of High Yield, Head of Healthcare at CreditSights

James Goldstein CFA, Head of Retail at CreditSights

James Dunn, Head of Consumer Goods, Leisure, CreditSights

Jesse Rosenthal, Head of Banks at CreditSights

There will be a short 10 minute break. 

U.S. Financials defied the doomsayers in 2024, with fundamental strengths shining as the industry navigates the post-COVID cycle. It’s hard to see status quo persisting in 2025 with the economy slowing, rate cut expectations swinging around, and the likelihood of whipsawing policies under the new administration. We discuss the major themes for U.S. Financials in the year ahead, including M&A, the regulatory and policy landscapes, interest rate risk positioning, and more.

Speakers:

Jesse Rosenthal, Head of Banks at CreditSights

Peter Simon CFA, Head of Brokers and Regional Banks at CreditSights

Josh Esterov CFA, Head of Insurance at CreditSights

The AI revolution presents risks and rewards for bondholders across multiple sectors, from Data Centers and Technology to the Utility and Energy sectors that power them. We will discuss ‘the bubble’ and where we differentiate from consensus.

Speakers:

Andy DeVries CFA, Head of Investment Grade, Head of Utilities at CreditSights

Erick Vega CFA, Senior Analyst, Telecom Infrastructure at CreditSights

Charles Johnston CFA, Head of Energy at CreditSights

Andy Li CFA, Senior Analyst, Technology, CreditSights

There will be a 30 minute lunch break. Lunch will be served.

We discuss key risks and opportunities facing buy-side and sell-side panelists amid shifting global monetary and fiscal policy backdrops in 2025.

Speakers: 

Chris Malfant, Head of Fixed Income at Mutual of America Capital Management
Ivan Hrazdira, Managing Director, Global Sponsor of US Dollar DCM at Credit Agricole
Kristen Powers, Managing Director, Debt Capital Markets at Morgan Stanley

There will be a short 10 minute break. 

Sports rights have come the most critical content assets for both established media players and the Big Tech newcomers. However, sports distribution has come to a crossroads where it is difficult to maximize both revenue and reach as audiences fragment across different platforms. This panel will focus on how companies will monetize sports rights going forward with this backdrop, while giving sports leagues the reach they desire.

Speakers:

Davis Hebert CFA, Head of Telecom/Media at CreditSights

Hunter Martin CFA, Head of Media/Cable at CreditSights

Jordan Chalfin CFA, Head of Technology at CreditSights

We explore the key factors impacting the Auto, Metal, Aviation and Chemical industries, examining incoming Trump administration proposals that include EV mandates, regulatory standards, DOGE and USMCA. We will also examine China, as well as delve into our more topical names like Ford, GM, Boeing, Delta, Glencore, Celanese and Bayer.

Speakers:

Andrew Brady, Head of Basics at CreditSights

Wen Li CFA, Head of Metals & Mining at CreditSights

Matt Woodruff CFA, Head of Aerospace & Defense/Transports at CreditSights

Todd Duvick CFA, Head of Autos at CreditSights

Analysts will be based at various tables to discuss different sectors in open conversation.

Table 1:  Consumer

James Goldstein CFA, Head of Retail at CreditSights

James Dunn, Head of Consumer Goods, Leisure, CreditSights

Eric Axon CFA, Co-Head of High Yield, Head of Healthcare at CreditSights

Table 2: Financials

Jesse Rosenthal, Head of Banks at CreditSights

Josh Esterov CFA, Head of Insurance at CreditSights

Peter Simon CFA, Head of Brokers and Regional Banks at CreditSights

Table 3: Basics

Andrew Brady, Head of Basics at CreditSights

Wen Li CFA, Head of Metals & Mining at CreditSights

Table 4: Airlines/Autos

Matt Woodruff CFA, Head of Aerospace & Defense/Transports at CreditSights

Todd Duvick CFA, Head of Autos at CreditSights

Table 5: Energy/Utilities

Andy DeVries CFA, Head of Investment Grade, Head of Utilities

Charles Johnston CFA, Head of Energy at CreditSights

Table 6: Media/Telecom

Davis Hebert CFA, Head of Telecom/Media at CreditSights

Hunter Martin CFA, Head of Media/Cable at CreditSights

Erick Vega CFA, Senior Analyst, Telecom Infrastructure at CreditSights

Table 7: Tech

Jordan Chalfin CFA, Head of Technology at CreditSights

Andy Li CFA, Senior Analyst, Technology, CreditSights

Table 8: Strategy

Zachary Griffiths CFA, Head of IG & Macro Strategy at CreditSights

Chris Snow, US Head of Research at CreditSights