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Panels

Winner Take All: Post Election Playbook & Outlook
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. Consumer: Defying Gravity
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
U.S. Financials: Into the Great Wide Open
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
AI Revolution: From Power & Energy to Chips & Big Tech
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
External Panel: Strategies for Navigating ‘Complicated’ Policy/Market Relationships
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
Sports, Media and the Revenue/Reach Conundrum
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
Industrials and Basic Materials: Credits in the Cross Hairs
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

Replay Links

Slides

No Slides were used for this Panel.

No Slides were used for this Panel.

Full Agenda:

8:15am - Registration Begins

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

8:45am - Introduction: Market View for 2025

Speakers:
Chris Snow at CreditSights
Erin Lyons at CreditSights

8:55am - Winner Take All: Post Election Playbook and Outlook

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

9:35am - U.S. Consumer: Defying Gravity?

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

10:15am - Break

There will be a short 10 minute break. 

10:25am - U.S. Financials: Into the Great Wide Open

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

11:05am - AI Revolution: From Power & Energy to Chips & Big Tech

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

11:45am - Lunch

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

12:15pm - External Panel: Strategies for Navigating ‘Complicated’ Policy/Market Relationships

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

13:00pm - Break

There will be a short 10 minute break. 

13:10pm - Sports, Media and the Revenue/Reach Conundrum

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

13:50pm - Industrials and Basic Materials: Credits in the Cross Hairs

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

14:30pm - Sector Roundtables

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