FIXED INCOME PANEL 

THE BOND MARKET.
WHAT TO EXPECT IN COMING MONTHS AND BEYOND.

A new Fed chair, imminent shift in U.S. monetary policy, the dawn of higher interest rates, geopolitical tensions, and a constantly changing economic landscape make it a challenging environment for fixed income investors.  What is the outlook for interest rates, inflation, labor market, and the housing market? Where do investors find attractive investment opportunities within the fixed income market? What are the implications of the different regulations and fiscal policies? Join WIN for this fixed income panel event, as our experts representing top-tier asset management firms will share their outlook for the bond market for the rest of 2014 and beyond.

Bill Lawrence, Head of Portfolio Management at SEI
Moderator 

William Lawrence is a Managing Director of the Portfolio Management Team with responsibilities for the management of all SEI's Equity and Fixed Income Funds. He leads a team of investment professionals located across the globe and dedicated to the research, development, implementation and ongoing oversight of a broad suite of equity and fixed-income strategies. His team is responsible for the selection of fund sub-advisors and for managing the allocations among these managers. His team conducts capital market research that supports the implementation of portfolio strategy and the asset allocation views across SEI's Investment Management Unit. Previously at SEI he was the Head of Global Fixed Income.Click here to learn more.
Denise Franchetti, Vice President, Senior Municipal Analyst at Delaware Investment
Panelist 

Senior research analyst for the municipal bond department at Delaware Investments. Currently, she is responsible for following the airport, education, hotel, cogeneration, and cargo sectors for the group. In 2003, she was also named as portfolio manager on the tax-exempt closed-end funds in addition to her research duties. Prior to joining Delaware Investments in 1997 as a municipal bond analyst, she was a fixed income trader at Provident Mutual Life Insurance and an investment analyst at General Accident Insurance. Franchetti received her bachelor's degree and an MBA from La Salle University. She is a member of the Financial Analysts of Philadelphia. Click here to learn more.
Sarah Hammer, Senior Investment Analyst at Vanguard
Panelist

Senior investment analyst in Vanguard Investment Strategy Group, where she specializes in research and analysis of investments, financial regulation, and taxation of financial instruments and investments.  She is also active in thought leadership related to charitable giving strategies. Prior to joining Vanguard, Ms. Hammer worked in portfolio management at Pacific Investment Management Company (PIMCO) and in trading at JP Morgan Chase. Click here to learn more.
Charles Tan, Deputy Head of North American Fixed Income at Aberdeen
Panelist

Deputy Head of North American Fixed Income at Aberdeen Asset Management based in Philadelphia. In addition to overseeing all fixed income strategies managed by the team, Charles is directly responsible for managing investment grade credit and long duration strategies. Charles joined Aberdeen in 2005 from Moody's Investor Services where he was a senior analyst covering US high yield industrial companies as well as Asian financial institutions. Charles graduated with a BA from University of International Business and Economics, Beijing and an MBA from Bucknell University, Pennsylvania. 
Catherine Ulozas, Chief Investment Officer/Vice President at Drexel University
Panelist

Currently working at Drexel University as the Chief Investment Officer, Catherine has had significant positive impact during her four year tenure.  Catherine has repositioned the portfolio assets into a more stable structure and has increased value by over 20%.  She improved the manager selection process, reduced fees and streamlined operations.   Key factors in her work have been the analysis of the portfolio's liquidity and risk.  Catherine is also an adjunct faculty in the Drexel Le Bow School of Business. Catherine was named a Rising Star of Endowment Management by Endowment and Foundation Magazine in
2012 and has appeared on Bloomberg TV. Click here to learn more..

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