Industry Roundtables - Credit (Members Only)

Learn industry insights from leading professionals in different areas of finance. Limited spots!

Hosted by: Professional Development Advisory Group


Join us for the second part of our virtual Industry Roundtables! This is your opportunity to join an in-depth discussion with leading investment professionals, ask questions and interact with colleagues in a small group setting. Part II of our Industry Roundtables will focus on careers in credit with three 30-minute sessions highlighting careers in Portfolio Management, Fixed Income Research, and Rating Agencies. Register today!

Table Hosts: 
Jose Almonte, CFA - Senior Research Analyst, LGIM America (Fixed Income Research) 
Dafina M. Dunmore, CFA – Senior Director, North American Non-Bank Financial Institutions, Fitch Ratings (Rating Agencies)

Matt Freund, CFA – Co-CIO, Head of Fixed Income Strategies, Senior Co-Portfolio Manager, Calamos (Portfolio Management)

Fee*: 
Members - FREE 
(member pricing underwritten by CFA Society Chicago)



Registration: Online 
Zoom login information will be provided in the reminder email closer to the event. 
Registration closes at 5:00 PM on May 5, 2021.

CFA Institute Qualified Activity: Eligible for 1.5 credit hours

Agenda:

5:00 pm - 6:30 PM CDT: Program

Please log in a few minutes early to test your video and internet connections. Distribution of presentation slides is at the discretion of the speaker and may not be available for this event

Table Hosts:

Jose Almonte, CFA, is a senior research analyst at LGIM America. In his role, he focuses on the utilities, basics, and tobacco sectors. Prior to joining LGIM America in 2008, Almonte was a senior research analyst at SIGMA Capital Fixed Income Advisor. Prior to this, Almonte was a senior research analyst at FrontPoint Partners and the Clinton Group. He also spent seven years at TIAA CREF in various roles within the fixed income team.

Almonte earned a BBA in finance from Bernard Baruch College and an MBA from Fordham University. He is a CFA charterholder. 
 


Dafina M. Dunmore, CFA, is a senior director in Fitch Ratings’ North American Non-Bank Financial Institutions group. As a senior member of the group, she is sector lead for alternative investment managers and pension plans with primary coverage responsibilities across the sectors. Dunmore  also worked in Fitch’s North American Insurance group with coverage responsibilities for life, property/casualty and title insurance companies. 

Dunmore was previously an equity analyst at Morningstar covering companies in the life insurance industry. She was also a financial analyst at ServiceMaster, where she performed financial analyses and modeling for strategic planning purposes. 
Dunmore earned a B.A. and MBA from the University of Missouri-Kansas City. She is a Chartered Financial Analyst (CFA) and a member of CFA Society Chicago.
 


Matt Freund, CFA, is co-chief investment officer, head of Fixed Income Strategies, and senior co-portfolio manager at Calamos. As a co-chief investment officer, Matt Freund is responsible for oversight of investment team resources, investment processes, performance and risk. As head of Fixed Income Strategies, he manages investment team members and has portfolio management responsibilities. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. Freund joined Calamos in 2016 and has 32 years of industry experience.

Prior to joining Calamos, he was chief investment officer of USAA Investments, leading the teams responsible for the portfolio management of USAA’s mutual funds and affiliated portfolios, including P&C and life insurance products, and overseeing more than $140 billion in assets. During this time, he also served as lead portfolio manager for several highly regarded fixed income mutual funds. Earlier in his career,  Freund served as a senior investment analyst for MetLife in the Capital Markets Group. He received a B.A. in Accounting from Franklin & Marshall College and an M.B.A. from Indiana University. 


 
*Special Notes Regarding Fees:
This event is open to members only. If you are a member of another CFA Society please contact the office to register under the Global Passport Program. Registration online is required and closes at 5:00 PM on May 5, 2021.

Passport Program

Members of any CFA society may attend at the CFA Society Chicago member rate. Please call the CFA Society Chicago office at 312-251-1301 to register. If you are only a member of CFA Institute, you do not qualify for the Society member rate.


CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.
When
5/6/2021 5:00 PM - 6:30 PM
Where
Online
Registration not available.

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