Dinner Meeting
Speaker
Kenneth E. Volpert
Principal and Senior Portfolio Manager
Vanguard Group
The "New Normal" for the Credit Markets
Multiple-table reservations accepted based on availability.
Register for this event
Kenneth E. Volpert, CFA, is principal, senior portfolio manager, and head of the Taxable Bond group at Vanguard, where he oversees management of Vanguard’s indexed and active taxable bond funds. The more than 30 portfolios, with assets of nearly $200 billion in global investments, are managed by a team of approximately 50 investment professionals.
In addition, Mr. Volpert comanages Vanguard® Total Bond Market Index Fund and Vanguard® Inflation-Protected Securities Fund. Investments in these portfolios cover the full range of domestic markets (Treasury, mortgage-backed, and corporate securities with maturities out to 100 years). Recent innovations include exchange-traded fund (ETF) share classes of the existing large-bond index portfolios as well as liability-driven investment index mutual funds in the United States and Europe.
Mr. Volpert wrote a chapter entitled “Introduction to Bond Portfolio Management,” published in numerous Fabozzi publications, including The Handbook of Fixed Income Securities. In addition, he wrote a chapter entitled “Core Fixed-Income Management,” contained in the book Core-Satellite Portfolio Management, edited by J. Clay Singleton. Mr. Volpert is a member of the Lehman Index Advisory Council, the CFA Institute and the CFA Society of Philadelphia. In 1998, Mr. Volpert testified before a Congressional subcommittee on bond market transparency, leading to the development of TRACE (Trade Reporting and Compliance Engine).
Mr. Volpert has more than 25 years of fixed income management experience (more than 20 years of bond indexing experience) and holds Chartered Financial Analyst (CFA) certification. He earned a B.S. in finance from the University of Illinois-Urbana and an M.B.A. from the University of Chicago.
Upcoming Events
ELECTION OF NEW OFFICERS
At the June 24 meeting, a voice vote will be taken to elect new members of the 2009-10 Money Marketeers Board.
Speaker
Kenneth E. Volpert
Principal and Senior Portfolio Manager
Vanguard Group
The "New Normal" for the Credit Markets
Wednesday, June 24, 2009
05:30 PM Cocktails
06:15 PM Dinner
05:30 PM Cocktails
06:15 PM Dinner
The Down Town Association
60 Pine Street
New York, New York
(between William and Pearl Streets)
www.thedowntownassociation.com
60 Pine Street
New York, New York
(between William and Pearl Streets)
www.thedowntownassociation.com
Member: $65
Cocktail: $8
Cocktail: $8
Guest: $90
Bottle of wine: $35
Bottle of wine: $35
Multiple-table reservations accepted based on availability.
Register for this event
Kenneth E. Volpert, CFA, is principal, senior portfolio manager, and head of the Taxable Bond group at Vanguard, where he oversees management of Vanguard’s indexed and active taxable bond funds. The more than 30 portfolios, with assets of nearly $200 billion in global investments, are managed by a team of approximately 50 investment professionals.
In addition, Mr. Volpert comanages Vanguard® Total Bond Market Index Fund and Vanguard® Inflation-Protected Securities Fund. Investments in these portfolios cover the full range of domestic markets (Treasury, mortgage-backed, and corporate securities with maturities out to 100 years). Recent innovations include exchange-traded fund (ETF) share classes of the existing large-bond index portfolios as well as liability-driven investment index mutual funds in the United States and Europe.
Mr. Volpert wrote a chapter entitled “Introduction to Bond Portfolio Management,” published in numerous Fabozzi publications, including The Handbook of Fixed Income Securities. In addition, he wrote a chapter entitled “Core Fixed-Income Management,” contained in the book Core-Satellite Portfolio Management, edited by J. Clay Singleton. Mr. Volpert is a member of the Lehman Index Advisory Council, the CFA Institute and the CFA Society of Philadelphia. In 1998, Mr. Volpert testified before a Congressional subcommittee on bond market transparency, leading to the development of TRACE (Trade Reporting and Compliance Engine).
Mr. Volpert has more than 25 years of fixed income management experience (more than 20 years of bond indexing experience) and holds Chartered Financial Analyst (CFA) certification. He earned a B.S. in finance from the University of Illinois-Urbana and an M.B.A. from the University of Chicago.
Upcoming Events
ELECTION OF NEW OFFICERS
At the June 24 meeting, a voice vote will be taken to elect new members of the 2009-10 Money Marketeers Board.