BOSTON, MA, March 24, 2026 – Seth Roman, CFA, Principal and Portfolio Manager at LIM will speak at the 40^th Annual Conference for the New England Association for Financial Professionals (NE AFP). In his session, “Navigating Choppy Waters: A Strategic Approach to Fixed Income Investing,” on April 9 at 11:15am, Seth will review the current economic environment, Fed stance, and the fixed income market. He will discuss how to build and manage an investment portfolio using LIM’s three Rs of investing – research, risk, and return – and answer the question, “If I were investing today, what would I do?” Session participants will also learn how to establish investment goals and objectives, evaluate technicals, fundamentals, and valuations, and review and improve investment processes.

LIM will be hosting a booth at the Business Connection Zone at the conference. The Business Connection Zone provides a less formal meeting environment and a more socially engaging atmosphere to discuss business. If you’re attending the conference, we hope you can join Seth’s session and stop by our booth!

NE AFP is a nonprofit organization established for individuals in the field of treasury management located in the six New England states as a forum to exchange ideas, concepts, and techniques. The annual conference is designed to promote effective collaboration, knowledge exchange, and relationship building for its constituents. This year’s conference will be held at Foxwoods Resort in Connecticut on April 9-10, 2026.