Event name

Real Return X: The Inflation-Linked Products Conference

08 September 2016
New York, United States

Sponsors

There is no better way to network with your key clients whilst providing a host of interesting panels and lively workshops to keep them informed on the latest market trends. Euromoney conferences provide an unparalleled opportunity for you to reach and remain at the forefront of your market.

To find out how you could benefit from sponsoring a Euromoney Conference please contact us on +44 (0) 20 7779 8488.


Event Overview

On Thursday 8 September, the 10th instalment of Real Return: The Euromoney Inflation-Linked Products Conference took place in New York, gathering over 170 inflation-linked issuers, investors and financiers to debate and discuss the challenges and opportunities in a time of historically low inflation rates.

In one of the largest agendas yet in terms of content, five keynote addresses, four panel discussions, three sponsor workshops and a new roundtable session all took place throughout the day. Once again the conference was supported by The US Treasury, with James Clark, Deputy Assistant Secretary for Federal Finance opening the event with a keynote address discussing the Treasury’s debt management policies.

Michelle Meyer, Head of US Economics at Bank of America Merrill Lynch followed with an engaging presentation exploring the health of the US economy and the labour market, linking back to wage growth and ultimately inflation. Michala Marcussen, Chief Economist at Societe Generale Corporate & Investment Banking delivered the third keynote address of the morning discussing China and the pressure to devalue the Renminbi, excess capacity and global commodity prices, and Chinese demand for US Treasuries.

The first panel discussion of the day hosted investors and strategists from Enduring Investments, Macro Allocation Inc and Ned Davis Research and explored where US inflation is going next. Full employment, wage inflation, China and the election outcome were just some of the topics discussed between the panellists. Carrying on through the day, workshops hosted by Societe Generale Corporate & Investment Banking, Bank of America Merrill Lynch and Goldman Sachs all provided comprehensive presentations looking at topics including: the US inflation market, secular stagnation, lowflation, pension tension and inflation and real rates in the context of a lower neutral rate.

Two keynote addresses from Mihir Worah, CIO Asset Allocation and Real Return at PIMCO and Andrea Tambalotti, Assistant Vice President and Function Head, Macroeconomic and Monetary Studies Function at the Federal Reserve Bank of New York followed an engaging networking lunch. As the day continued, our new roundtable session followed allowing investors to have their say on nine topics pertinent to the inflation-linked products market. Spokespeople summaries drew the session to an end giving all participants the opportunity to hear the overall conclusion of each roundtable discussion.

The day came to a close with two final panel discussions welcoming investors from Eaton Vance, SEI Investments, the State of New Jersey and Signature Global Asset Management. Looking at the pros and cons of TIPS and derivatives and the next frontiers of inflation, the discussions delved deep into the issues affecting inflation-linked investors in the current market.

Euromoney Conferences would like to thank all our sponsors, speakers and delegates, without whom the event would not be possible. We look forward to re-convening again next year and welcoming you all there.

Speakers

Speaker image

Michael Ashton

Managing Principal

Full Profile

Speaker image

Thanos Bardas

Managing Director, Head of Global Rates

Full Profile

Speaker image

Karim Bendouma

Head of US Inflation

Full Profile

Speaker image

Paul Brodsky

Founder and Chief Strategist

Full Profile

Speaker image

John Brynjolfsson

Chief Investment Officer

Full Profile

Speaker image

Mark Capleton

Head of Inflation and UK Rates Strategy

Full Profile

Speaker image

Mustafa Chowdhury

Managing Director, Head of Rates

Full Profile

Speaker image

James Clark

Deputy Assistant Secretary for Federal Finance

Full Profile

Speaker image

Joaquin de Soto

Head of US Inflation Trading

Full Profile

Speaker image

Emanuella Enenajor

Senior North America Economist

Full Profile

Speaker image

Jorge Garayo

Global Head of Inflation Strategy

Full Profile

Speaker image

Dan Haehnel

Head of US Inflation Trading Desk

Full Profile

Speaker image

Kamyar Hazaveh

Vice President, Portfolio Management and Portfolio Manager

Full Profile

Speaker image

Joseph Kalish

Chief Global Macro Strategist

Full Profile

Speaker image

Richard Kemmish

Editorial Consultant
Euromoney Conferences

Full Profile

Speaker image

Andrew Lennon

Director, Capital Markets

Full Profile

Speaker image

Michala Marcussen

Chief Economist

Full Profile

Speaker image

Tom McManus

Managing Director, Portfolio Manager and Analyst

Full Profile

Speaker image

Chris McReynolds

Head of US Rates

Full Profile

Speaker image

David Mehl

Vice President, US Inflation Trader

Full Profile

Speaker image

Michelle Meyer

Head of US Economics

Full Profile

Speaker image

Oscar Ostlund

Head of Investor Sales Strat Team

Full Profile

Speaker image

Philip Pagliaro

Senior Portfolio Manager

Full Profile

Speaker image

Shyam Rajan

Head of US Rates Strategy

Full Profile

Speaker image

Subadra Rajappa

Head of US Rates Strategy

Full Profile

Speaker image

Vincent Reinhart

Chief Economist

Full Profile

Speaker image

Michael Robbins

Chief Investment Officer

Full Profile

Speaker image

Joshua Schiffrin

US Government Bond and US Inflation Trading

Full Profile

Speaker image

Omair Sharif

Senior US Economist

Full Profile

Speaker image

Andrea Tambalotti

Assistant Vice President and Function Head, Macroeconomic and Monetary Studies Function

Full Profile

Speaker image

Stewart Taylor

Vice President and Portfolio Manager

Full Profile

Speaker image

Mihir Worah

Chief Investment Officer Asset Allocation and Real Return

Full Profile

Speaker image

David Zervos

Chief Market Strategist, Jefferies LLC and Chief Investment Officer, Global Macro Division

Full Profile

Videos