Monthly Luncheon Featuring Thomas Rivkin of Goldman Sachs Asset Management

Join CFA Society Rochester for our July luncheon featuring Thomas Rivkin, VP and Fixed Income Client Portfolio Manager at Goldman Sachs
About this Event

Join CFA Society Rochester for our July luncheon featuring Thomas Rivkin, Vice President and Fixed Income Client Portfolio Manager at .

Presentation: The Evolution of Fixed Income Investing

As investors seek greater customization and tax efficiency, separately managed accounts (SMAs) have become an increasingly important tool in fixed income portfolio construction. Tommy will explore how personalized fixed income strategies are evolving and how a flexible, tax-aware approach across municipals, corporates, and U.S. Treasuries can help optimize after-tax outcomes.

Drawing on real-world client case studies, attendees will gain practical insight into tax-loss harvesting, relative value opportunities, and portfolio positioning in today's higher-yield environment.

Why Attend?

• Learn how fixed income SMAs are reshaping portfolio management
• Explore tax-aware investment strategies across multiple fixed income sectors
• Understand practical applications including tax-loss harvesting and relative value trading
• Gain perspective on why today's interest rate environment presents compelling fixed income opportunities
• Connect with CFA Society Rochester members and local investment professionals

Register by Thursday, July 16.