Fixed Income Leaders Summit 2021 (A) | World Business Research | 22 June 2021 | Online

Only at FILS can you learn from and network with heads of fixed income trading and investment from leading buy side firms as they reveal how to:
• Leverage the latest platforms and protocols to benefit from more efficient access to liquidity
• Embrace new data analytics capabilities to enable data-driven decisions that boost performance
• Implement cutting-edge trading technology tools that enhance your workflow efficiencies
• Integrate ESG factors into your portfolio that meet your investors' risk and return goals
• Capitalize on innovations in ETFs to diversify your investments and drive greater returns

2021 Speakers

Lori Heinel
Global Chief Investment Officer, State Street Global Advisors

Shamik Dhar
Chief Economist, BNY Mellon Investment Management

Arnab Das
Global Macro Strategist. Invesco

John Evans
Head of Blockchain Strategy,Vanguard

Alexander Bouzalis
Global Head of Fixed Income Trading, Morgan Stanley Investment Management

Jim Switzer
Global Head of Fixed Income Trading, Alliance Bernstein

Thomas V. Kennedy
Executive Director, Global Head of Fixed Income Strategy, J.P Morgan Private Bank

Tracy Rucker-Wilson
Head of US Fixed Income Derivatives, Vanguard

Mike Dimitri
Global Head of Leverage Credit Trading, Goldman Sachs Asset Management

Maria Ma
Head of Fixed Income & International Equity Manager Selection & Portfolio Construction, Lincoln Financial Group

Zack Ellison
CFA, CAIA, Managing General Partner, A.R.I. Venture Capital

Michael O’Brien
Head of Trading, Eaton Vance

Russell Budnick
Global Head of Cross Asset Trading, JP Morgan WM

Ray Uy
Global Head of Fixed Income, Invesco

Chris Dennis
Head of North American Credit Trading, BlackRock

Dwayne Middleton
Global Head of Fixed Income Trading, T.Rowe Price

Leslie Falconio
Senior Fixed Income Strategist, Head of Tactical Fixed Income Allocation, UBS Wealth Management

William Wright
Director Of Credit, Bank Loans & Derivatives Trading, Loomis, Sayles & Co.

Alexandra Wilson-Elizondo
Senior Portfolio Manager - Global Fixed Income, MacKay Shields

Scott Schroeder
SVP - Credit Trading, Macquarie Investment Management

Sarah Leshner Carvalho
Emerging Markets Fixed Income Investor, Capital Group

Mila Skulkina
Portfolio Manager, Emerging Markets, Lord Abbett

Daniel Gallegos
Head of Fixed Income Trading, Natixis

Manuel Hayes
Vice President, Senior Portfolio Manager of Trader and Fixed income, Mellon

Yannig Loyer
Global Head of Trading, Securities Financing & Derivatives, AXA Investment Managers

Josh Barrickman
Head of Bond Indexing, Vanguard

Sonali Pier
Managing Director, PIMCO

Anne P Colucci
Managing Director and Associate Director, Global Trading, Wellington Management

Daniel Leon
Global Head of Trading, Treasury Management & Global Solutions, HSBC Asset Managemen

Nick Steinbach
Global Head of Fixed Income Trading, AQR Capital Management

Liakos Papapoulos
Senior Investment Manager, Treasury, MN Investment Management

Archit Soni
Portfolio Manager & Trader, Dimensional

Muting Ren
Senior Credit Quant Researcher & Portfolio Manager, AllianceBernstein

Brian Mandirola
Head of Trading, Hartford Investment Management Co.

Sara Levin
Vice President, Institutional Cross Asset Solutions\, WallachBeth Capital

Ritirupa Samanta
Head of Systematic Fixed Income and Currency Strategy, GMO

Giulia Pellegrini
Deputy CIO - Emerging Markets Fixed Income, Portfolio Management & ESG, Allianz Global Investors

Whitney Watson
Global Head of Fixed Income Risk Management & Portfolio Construction, Goldman Sachs Asset Management

Rene Casis
Portfolio Manager, American Century Investments

Brandon Matsui
Senior Portfolio Manager, DW

Nancy Davis
Chief Investment Officer, Quadratic Capital Management

Susan Hutman
Head of Credit Research & Responsible Investing, Fixed income\, AllianceBernstein

Daniel Blonshteyn
Head of Municipal Desk, J.P. Morgan Asset Management

James Wallin
Senior Vice President, Fixed Income, AllianceBernstein

Andrew Parra
Global Head of Investment Grade Corporate Trading, Goldman Sachs Asset Management

Adam St. Germain
Senior Investment Risk Analyst, Loomis, Sayles & Company

Nick Eisinger
Co-Head of Emerging Markets Active Fixed Income, Vanguard

Tim Gigliotti
SMD, Head of Fixed Income Trading, TIAA/Nuveen

Matthew Scharpf
Vice President, Fixed Income Sales, Derivatives, Funding & Financing – Americas, Eurex

Steve Toland
Founder, TransFICC

Michael Koegler
Managing Principal, Market Alpha Advisors LLC

David Parker
CEO, MTS markets

Chris Bruner
Head of U.S. Institutional Fixed Income, Tradeweb

Meredith Coffey
Executive Vice President, Research & Public Policy, LSTA

Kevin McPartland
Head of Market Structure Research, Coalition Greenwich

Audrey Blater
Research Director, Aite Group

Russell Feldman
Chief Operating Officer, IMTC

Spencer Lee
Founding Partner, Agilon Capital

Terry Flanagan
Managing Editor, Markets Media Group

Brad Levy
CEO, Symphony

Peter Azzinaro
Managing Director- Global Macro Strategist, Portfolio Management, Manulife

Marie Vrakking
Independent Expert, Independent Expert

Alexandre Hardouin
Head of Rates, Refinitiv

Jennifer Litwin
Vice President, Head of Financial Services, The Forem

Bill Ahmuty
Head of SPDR ETF Fixed Income Group, SSGA

Vuk Magdelinic
CEO, Overbond

Greg Azrak
Head of Business Development, Adroit Trading Technologies

Mike Smith
Director of Exchange Management, IPC

Colm Murtagh
Managing Director, Head of U.S. Rate, Tradeweb

Bhas Nalabothula
Managing Director, Head of European Institutional Rates, Tradeweb

Ted Husveth
Managing Director, Credit Product Manager, Tradeweb

John Angelos
Senior Director, Head of North American Derivatives Sales, Cboe Global Markets

Brad Bailey
Capital Markets Research Director, Celent

David Saab
Serial Entrepreneur, Serial Entrepreneur

Dan Taylor
MD, Head of Americas, BondIT Global

Oliver Kroll
MD BondIT and Co-founder, Scorable Product, BondIT Global | Scorable Product

Lincoln Bartlett
Derivatives Trader, Vanguard

David Easthope
Senior Advisor, Coalition Greenwich

Ari Burstein
President, Capital Markets Strategies

Jim Toffey
Chief Executive Officer, LTX

Spencer Mindlin
Senior Analyst, Aite Group

Gavin Stephens
Director of Portfolio Management, Goelzer Investment Management

Sean Dzugan
Head of Buyside Sales, MTS Markets International

Will Boeckman
Global Head of E-Sales, Citadel Securities

Paul Reynolds
FI Head of Sales, Tradingscreen Imagine

Olivia Knocker
Senior Manager, Solutions, Symphony

Ugo Egbunike
Institutional Sales and Trading, Fixed Income Specialist, Jane Street

Matt Berger
Global Head of Fixed Income, Jane Street

David Landisman
Senior Director, Trading Product Development, FactSet

Patrick Duffner
Enterprise Sales Lead, IMTC

Jeremy Albers
CFA, CAIA, Investment Risk Manager and Portfolio Construction, Aviva Investors

David Nicol
CEO & Co-Founder, LedgerEdge

John Robinson
Senior Management Team, Neptune

Dan Connell
Managing Director, Coalition Greenwich

Peter Borstelmann
President, ICE Bonds

Susan Joyce
VP, Head of Fixed Income Market Structure & Muni Bond Trader, AllianceBernstein

AJ Cass
Managing Director, Co-Head of Sales, LTX

Ben Emons
Managing Director, Head of Global Macro Strategy, Medley Advisors

Michael Chin
CEO, Broadway Technology

John Bagley
Chief Market Structure Officer, Municipal Securities Rulemaking Board

Mark Heckert
Chief Product Officer, ICE Data Services

Marty Williams
Senior Director, Product Management, ICE Data Services

Dan Barnes
Editor, The Desk

Robert Simnick
Credit Portfolio Specialist, Invesco

Paul Pietranico
Director, Senior Portfolio Manager, Multi Asset US, Allianz Global Investors

Jason Quinn
Chief Product Officer, Trumid

Chris Heffernan
Head of Fixed Income Sales, Flow Traders

Stephen Winterstein
Head of Municipal Fixed Income, MarketAxess

Matthew Walters
Portfolio Trading Product Specialist, MarketAxess

Richard Schiffman
Head of Open Trading, MarketAxess

Vidya Guruju
Director of Product Management, Charles River Development

Andrew Mogavero
Managing Director and Co-Head of US Credit Trading, Barclays

2021 Sponsors

LEAD SPONSORS:
• Symphony

SPONSORS:
• Adroit
• BondIT
• Broadway Technology
• Cboe Global Markets
• Charles River
• Citadel Securities
• Eurex
• Factset
• Flow Traders
• ICE
• IMTC
• IPC
• Jane Street
• LedgerEdge
• LTX, A Broadridge Company
• Market Axess
• MTS
• Neptune
• Overbond
• Qontigo
• Refinitiv
• smartTrade Technologies
• State Street SPDR
• Tradeweb
• TransFICC
• Trumid