Education Luncheon
Rethinking Credit Allocations: Building More Resilient Portfolios in Public Markets
CFA Society Hartford Education Luncheon
Max Downtown | October 22
Speakers: John Ebeling & Michael Fontaine
As market regimes shift and correlations that once anchored fixed income diversification grow less predictable, allocators face a harder question: is a portfolio built for the last cycle equipped for this one? Heightened geopolitical uncertainty and volatility have exposed a gap in how many investors think about public credit, often anchored to spread levels while overlooking a broader opportunity set that hasn't been "priced to perfection."
Join the Artisan Credit and EMsights teams for a candid discussion on idiosyncratic strategies across primarily U.S. public below investment grade credit and global debt, designed to deliver low correlation and compelling risk-adjusted returns relative to broad market indices.
Who Should Attend
This program is designed for investment professionals responsible for portfolio construction and risk management, including:
- Portfolio managers and analysts overseeing fixed income or multi-asset allocations
- Institutional allocators evaluating diversification beyond traditional bond exposures
- Wealth managers and advisors building resilient client portfolios amid market uncertainty
- CFA charterholders and candidates seeking continuing education credit on current credit market dynamics
Why It Matters
Traditional diversification assumptions are being tested. This session offers practical insight into where idiosyncratic, less correlated opportunities may exist across public credit and global debt markets, equipping attendees to reassess allocation strategy with a sharper, more resilient framework for the cycle ahead.
CFA Society Hartford Education Luncheon
Max Downtown | October 22
Speakers: John Ebeling & Michael Fontaine
As market regimes shift and correlations that once anchored fixed income diversification grow less predictable, allocators face a harder question: is a portfolio built for the last cycle equipped for this one? Heightened geopolitical uncertainty and volatility have exposed a gap in how many investors think about public credit, often anchored to spread levels while overlooking a broader opportunity set that hasn't been "priced to perfection."
Join the Artisan Credit and EMsights teams for a candid discussion on idiosyncratic strategies across primarily U.S. public below investment grade credit and global debt, designed to deliver low correlation and compelling risk-adjusted returns relative to broad market indices.
Who Should Attend
This program is designed for investment professionals responsible for portfolio construction and risk management, including:
- Portfolio managers and analysts overseeing fixed income or multi-asset allocations
- Institutional allocators evaluating diversification beyond traditional bond exposures
- Wealth managers and advisors building resilient client portfolios amid market uncertainty
- CFA charterholders and candidates seeking continuing education credit on current credit market dynamics
Why It Matters
Traditional diversification assumptions are being tested. This session offers practical insight into where idiosyncratic, less correlated opportunities may exist across public credit and global debt markets, equipping attendees to reassess allocation strategy with a sharper, more resilient framework for the cycle ahead.
Location
Max Downtown
185 Asylum Street, Hartford, CT
185 Asylum Street, Hartford, CT
Date & Time
Wednesday, October 22, 2026
12:00 PM - 1:30 PM
12:00 PM - 1:30 PM
SPONSORED BY
SCHEDULE:
12:00 – 1:30 PM
COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest $20
Current CFA Society Hartford members and their guest attend for $20.00.
Finance students and those enrolled for CFA exams attend for $20.
Non-Members $45.00
1.5 CE Credit awarded for CFA Society Hartford members.
12:00 – 1:30 PM
COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest $20
Current CFA Society Hartford members and their guest attend for $20.00.
Finance students and those enrolled for CFA exams attend for $20.
Non-Members $45.00
1.5 CE Credit awarded for CFA Society Hartford members.
Speakers
John Ebeling
DIRECTOR
John Ebeling is a director of Artisan Partners and a member of the firm’s Strategic Capital Formation Group, serving as an Global Fixed Income specialist for Artisan’s EMsights Capital Group strategies. Prior to joining Artisan Partners in August 2025, he was a vice president with Gramercy Funds Management where he led new business development for Gramercy’s Long Only and Alternative EM Fixed Income strategies. Before, that Mr. Ebeling served as regional director of field sales and national accounts in US intermediary distribution with Ashmore Investment Management. Earlier in his career, he was an associate in structured products with UBS Financial Services. Mr. Ebeling holds a bachelor’s degree in business administration and finance from the University of Maine.
Micheal Fontaine
DIRECTOR
Michael Fontaine is a director of Artisan Partners with responsibility for content creation, macro commentary and servicing of the strategies managed by the firm’s Credit team. He is also responsible for creation of the team’s investment content and communications. Prior to joining Artisan Partners, Mr. Fontaine was a principal with Third Street Partners. Before that, he was a director and co-portfolio manager with Willis Towers Watson. Earlier in his career, Mr. Fontaine was an analyst with Wells, Canning & Associates. Mr. Fontaine holds a bachelor’s degree in finance with a minor in economics from Iona College.