Anthony Tanner CFA

Subject Matter Expert The Rochester Funds ~ OppenheimerFunds

Tony is a 30-year veteran of the fixed income markets with over 25 years of buy-side industry experience managing fixed income and multi-asset class portfolios for mutual funds, institutions, and ultra-high net worth clients.

This includes significant expertise in managing private credit within rapidly growing multi-billion-dollar municipal bond funds and across a variety of monetary and economic cycles since 1991. Tony has led the research, investment, and surveillance of over $2 billion of privately placed fixed income securities issued for both closely held companies and non-profits. This has included a variety of workout situations in the healthcare, airline, and senior living industries and state and local governments.

Tony also helped lead the Rochester Division of OppenheimerFunds from 1991-2003 as co-manager of their flagship municipal bond product line, during which assets grew from $300 million to over $12 billion. He also directed the research efforts of this closely held mutual fund complex through its acquisition by OppenheirmerFunds, leading the growth of the credit and portfolio team from 1 to 10 members. More recently Tony was lead manager of the Aquila Tax-Free Trust of Arizona and has been a recognized thought leader in fixed income and high yield investing.

Tony received an MBA in finance and economics from the University of Rochester Simon Business School and a Bachelors degree in finance from St. Louis University. He is a CFA Charterholder and a member of the CFA Institute and Phoenix CFA Society. He also serves on the Board of the Catholic Community Foundation of Phoenix, including its Investment and Development committees

Day 1 | 4th December

9:20 AM Macro Panel: Recalibrating credit strategies amid inflation, evolving regulation and geopolitics: How can you strategically allocate capital and build resilient portfolios in a shifting credit landscape?

As macroeconomic headwinds evolve—from sticky inflation and interest rate uncertainty to shifting regulatory environments and global geopolitical realignments—private credit leaders must recalibrate capital allocation frameworks and rethink portfolio construction approaches.

In this high-level discussion, we will unpack the current macroeconomic signals shaping investment risk and return dynamics across public and private credit markets. From determining optimal portfolio composition and structuring resilient deals, to assessing regional and sectoral opportunities, this session will offer real-world insights into how top allocators are adapting their strategies.

10:20 AM Keynote Panel: Enhancing portfolio strategies: How can you blend public and private exposures to optimize returns, yield, liquidity, and capital efficiency?

In a world of higher-for-longer rates and capital constraints, investors must rethink portfolio construction. The old silos between liquid and illiquid credit are breaking down. Pension plans, insurers, and CIOs are retooling asset allocation models to blend public and private exposures for optimal liquidity, yield, and regulatory capital use. Gain key insights from this discussion on how you can prepare your firm to reap the benefits of blended strategies.

Day 2 | 5th December

2:20 PM Secondary Market Debate: Should private credit evolve—or preserve its edge? Debating the case for a real secondary market

Private credit has matured into a core asset class—but unlike public markets, it remains stubbornly illiquid by design. As investor demand grows and portfolios scale in size and complexity, pressure is mounting to improve agility—whether to rebalance exposures, manage risk, or meet liquidity needs.

But a fundamental question remains: should private credit move toward more frequent secondary trading—or would doing so undercut the very characteristics that make the asset class attractive?

Check out the incredible speaker line-up to see who will be joining Anthony.

Download The Latest Agenda