Fixed Income Leaders USA 2023 | Worldwide Business Research (WBR) | 21 June 2023 | JW Marriott Nashville, 201 8th Ave S, Nashville, TN 37203, USA

As the largest buy side Fixed Income conference, you'll unite with leading heads of Fixed Income trading and portfolio management as they share practical insights for:
• Setting your trading desk up for success in the backdrop of new hybrid models, wars on talent and fast-evolving strategies and technologies
• Navigating the fragmented and decentralized fixed income market structure to establish reliable routes to source liquidity and deliver best execution for your clients
• Leveraging the latest tools and techniques to boost your Fixed Income trading and investment performance and drive greater end-to-end workflow efficiencies

2023 Speakers

ADVISORY BOARD:

Daniel Veiner
Co-Global Head of Trading, BlackRock

Russell Budnick
Global Head of Cross Asset Trading, JP Morgan Global Wealth Management

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

Jim Switzer
Global Head of Fixed Income Trading, AllianceBernstein

Thomas V. Kennedy
Managing Director, Chief Investment Strategist, J.P Morgan Private Bank

William Spencer
Multi-Asset Trader, UBS Asset Management

Maria Ma
Managing Director, Fixed Income & Int’l Equity Portfolio Manager, Lincoln Financial Group

SPECIAL GUEST SPEAKER:

Jeff Skiles
Co-Pilot Flight 1549, U.S. Airways

BUY SIDE SPEAKERS:

Gregory Peters
Co-Chief Investment Officer, PGIM Fixed Income

Daniel Veiner
Co-Global Head of Trading, BlackRock

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

Jim Switzer
Global Head of Fixed Income Trading, AllianceBernstein

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

Lindsey Spink
Global Head of Fixed Income Trading, American Century Investments

Sonali Pier
Managing Director and Portfolio Manager, PIMCO

Thomas V. Kennedy
Managing Director, Chief Investment Strategist, J.P Morgan Private Bank

Ryan Raymond
Head of US Trading, Legal & General

Neal Rayner
Head of US Fixed Income Trading, Janus Henderson Investors

Stefano Pasquali
Head of Liquidity and Trading Research, BlackRock

Meta Curry
VP, Head of Trading, Genworth

Matthew Scott
SVP Head of Global Rates, Securitized Assets, Multi-Asset and Currency Trading, AllianceBernstein

Glenn Taitz
Head of Global Fixed Income, Invesco

Keri Tusa
Global Head of Investment Technology, Lazard Asset Management

Susan Joyce
Head of Fixed Income Market Structure, AllianceBernstein

Steven Chylinski
Head of Fixed Income Trading, Eagle Asset Management

Michael Winnike
Director of Market Structure, BlackRock

Art DeGaetano
Founder & Chief Investment Officer, Bramshill Investment

Alex Morris
CIO, f/M Acceleration

Tom Leone
CIO, PartnerRe

Brian Mandirola
Head of Trading, Hartford Investment Management Co.

William Spencer
Multi-Asset Trader, UBS Asset Management

Manuel Hayes
Senior Portfolio Manager, Insight Investment

Mike Huff
Managing Director – Head of Asset Allocation & Derivatives, TIAA

Daniel Blonshteyn
Head of Municipal Trading, J.P. Morgan Wealth Management

Chris Dennis
Former Head of North American Credit Trading, BlackRock

Robert Zambarano
MD, Fixed Income, Loop Capital

Bradley Sullivan
Senior Portfolio Manager, State Street Global Advisors

Matthew Murphy
Fixed Income Electronic Trading & Market Structure Specialist, T Rowe Price

Robert Simnick
Senior Fixed Income Trader / Credit Portfolio Trade Specialist , Invesco

Karl W Lohninger
Executive Director – Corporate Credit Trader, JP Morgan Asset Management

Tom Melvin
Senior High Yield Trader, Invesco

Scott Grimberg
Head of Emerging Market Debt, Itau Asset Management

Ritirupa Samanta
Systematic Fixed Income Portfolio Manager and Strategist, GMO

Robert Daly
Director of Fixed Income, Glenmede Investment Management

Matt Cole
CEO & CIO, Strive

Michael Daley
VP, Credit trader, T Rowe Price

Muting Ren
Senior Credit Quant Researcher & Portfolio Manager, AllianceBernstein

Alba Abourjeili
Senior Research Analyst, Mortgage and Consumer Credit, Western Asset Management

Tim Morbelli
SVP, Head of Municipal Trading, AllianceBernstein

Ryan Szakacs
Managing Director, Global Co-head of ETF Capital Market, JP Morgan Asset Management

Gordon McKemie
Portfolio Manager, The Blackstone Group

Daniel Chen
Risk Manager & Financial Modeler, CoreBridge Financial (formerly part of AIG)

Ed Griffin
High Yield Trading, State Street Global Advisors

Thomas Arthur
VP Investments, Southern Farm Bureau Investments

Christopher Magnus
AVP, Emerging Market Bond Trader, MetLife Investment Management

Alexcia Mazahreh
Senior Fixed Income Trader, Vanguard

Hong Gao
Vice President, Front Office Technology, PGIM Fixed Income

Mike Fang
Senior Portfolio Manager & Trader, Maryland State Retirement and Pension System

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

Eric Williams
Head of Capital Structure, Northern Trust Asset Management

Nick Adragna
Global Head of Investment Grade and Macro Credit Trading, J.P. Morgan

Chris Margraf
Program Manager, Allspring

Matt Kasakitis
Fixed Income Trader, American Century Investments

SELL SIDE & TECHNOLOGY SPEAKERS:

Chris Concannon
CEO, MarketAxess

Billy Hult
CEO, Tradeweb

Robert Flatley
CEO, TS Imagine

David Parker
CEO, Bonds.com

Jim Kwiatkowski
CEO, LTX, A Broadridge Company

Stephen Murphy
CEO, Genesis Global

Carl James
Head of Fixed Income, Global Markets Group, S&P Global

Will Boeckman
Head of Fixed Income Platform Sales, Citadel Securities

Spencer Lee
Chief Markets Officer, TS Imagine

Leland Clemons
CEO and Co-Founder, BondBloxx

Steve Toland
CEO & Co-Founder, TransFICC

Diego Garcia
Managing Director, Fenics Rates, FMX

Byron Cooper-Fogarty
COO, Neptune Networks Ltd

Joanna Gallegos
Co-Founder, BondBloxx

David Litchfield
Director, Derivatives Sales, CBOE

Dan Schleifer
Co-Founder and President, interop.io

Sean Dzugan
Head of Sales, Bonds.com

Thomas Griffiths
Head of Product, Cassini Systems

Robert Allen
Global Head of Rates and Futures, FMX

Mark Watters
Co-Founder, AxeTrading

Fergus Keenan
Chief Strategy Officer, Adaptive

Matt Troy
Managing Director, Head of Sales, FMX Futures, FMX

Krishna Shetty
Executive Director, Fixed Income Pricing, S&P Global Market Intelligence

Yassine Haddaoui
Managing Director and Head of US Treasury Trading, Bank of America

Britni Ihle
Head of Credit Algorithmic Trading and Fixed Income ETF Trading, Citigroup

Philip Cichlar
Institutional Sales & Trading, Jane Street

Ugo Egbunike
Institutional Sales & Trading, Jane Street

Marcel Benjamin
Fixed Income Strategist, SSGA SDRP

Venky Vemparala
Global Product Manager – Fixed Income, FlexTrade

Jack Barry
Electronic Fixed Income Sales, Citadel Securities

Stephen Laipply
Managing Director, Global Co-Head of iShares Fixed Income ETFs, BlackRock

Jason Wen
MD, Head of IG Credit Trading, TD Securities

Michael Murphy
MD, Head of International Credit Trading, TD Securities

Marty Mannion
MD, Co-Head of TD Securities Automated Trading, TD Securities

AJ Cass
Head of Market Structure and Liquidity, LTX, A Broadridge Company

Michael Loggia
Global Head of Workflow Technology, VirtuFinancial

Ted Carey
Senior Director, Rates & OTC Products, CME Group

J.B. Wakefield
Executive Director, BrokerTec Products, CME Group

Matt Rafalski
Global Head of Enterprise Sales, Genesis Global

Meredith Shaw
Fixed Income ETF Product Manager, Morgan Stanley

Adam Peralta
Head of US eRates Distribution & Product, Morgan Stanley

Justin Lada
Global Head of Credit Electronic Strategy, Barclays

Brad Levy
CEO, Symphony

Nicholas Godec
Senior Director, Head of Fixed Income Tradables, S&P Global

Katharine Furber
Global Head - Emerging Markets Trading, Bloomberg

Ravi Sawhney
Head of Trading Automation & Analytics, Bloomberg

Amanda Meatto
Managing Director, Head of US Institutional Rates Sales, Tradeweb

Kate Karimson
Chief Commercial Officer, Ledger Edge

Francis (F.A.) Romano
Senior Director, Head of ICE Bonds Clients and Third Party Integrations, ICE

Michael Beattie
Director of Product Strategy, Global Trading, Charles River Development, a State Street Company

Jared Epstein
Head of US Credit Portfolio Trading, ETF, and Algo Trading, Jefferies

Jon Allen
CEO, BondXN

Christian Dopp
Senior Vice President - Buyside Business Development, Eurex

Gareth Coltman
Global Head of Automation, MarketAxess

Matt Walters
Head of Portfolio Trading, MarketAxess

Joram Siegel
Head of Fixed Income Trading, TD Cowen

Matthew Coupe
Director, Market Structure, Barclays

Eugene Grinberg
Co-Founder & CEO, SOLVE

Dan Williams
Senior Principal Product Manager, SS&C Eze

Edoardo Pacenti
Head of Trading Tools for Fixed Income, ION Group

Jon Birnbaum
Founder & CEO, OpenYield

Vincent Grandjean
Founder & CEO, Propellant.digital

Jason Quinn
Chief Product Officer, Trumid

William van Hertsen
Founder & CEO, New Debt Exchange

Matthew Spencer
Senior Principal, Strategy & Go-to-Market, SimCorp

Vuk Magdelinic
CEO, Overbond

Javier Hernández Rivero
CEO, Co-Founder and Chairman, Cicada Securities, LLC

Manuel Ballesteros Davo
Co-Founder, Cicada Securities, LLC

Dan Eckstein
Global Head of eRates Product & U.S. Head of eFixed Income Distribution, Barclays

Chris Bruner
Chief Product Officer, Tradeweb

Geoff Fite
Founder and CEO, Fite Analytics

Patrick Whelan
Managing Director, Global Head of FICC Digital Markets, JP Morgan

Eddie Wen
Global Head of Digital Markets, JP Morgan

Paula Fry
Global Head of Fixed Income and FX Trading Liquidity, Bloomberg

David Massingham
Global Head of Automated Credit Trading Strategies, Morgan Stanley

Keith Hargreaves
Head of eMacro Execution Strats, Morgan Stanley

Sapna Patel
Head of US Equity Market Structure, Morgan Stanley

Roger van Hertsen
Co-Founder & CTO, New Debt Exchange

Jarrad Linzie
Global Head of Fixed Income Index Research, MSCI

Marc Haede
Executive Director Fixed Income Index, MSCI

Pierce Lord
Global Head of Market Data, MarketAxess

CHAIRPERSONS, MODERATORS AND ASSOCIATION SPEAKERS:

Kevin McPartland
Head of Market Structure & Technology Research, Coalition Greenwich

Dan Barnes
Editor, The Desk

Audrey Blater
Head of Risk and Financial Markets Regulation, Coalition Greenwich

Michael Koegler
Managing Principal & Founder, Market Alpha Advisors LLC

Terry Flanagan
Managing Editor, Markets Media Group

Jay Wolstenholme
Research Director, Chartis Research

Kevin Ehrlich
Managing Director, Asset Management Group, SIFMA

Bob Fink
Buyside Relationship Manager, Coalition Greenwich

Colby Jenkins
Strategic Advisor – Capital Markets, Aite Novarica Group

Laurie McAughtry
Managing Editor, Best Execution

Myles McGuinness
Chief Executive Officer, Financial Markets Standards Board

2023 Sponsors

LEAD SPONSOR:
• FMX

PRINCIPAL SPONSORS:
• Bank of America
• Bloomberg
• Bonds.com
• CME Group
• Genesis
• ICE
• J.P. Morgan
• Jane Street
• LSEG
• LTX
• MarketAxess
• Morgan Stanley
• TD Securities
• Tradeweb
• Trumid

SPONSORS:
• Abel Noser
• ActiveViam
• Adaptive Financial Consulting
• AxeTrading
• Barclays
• BondBloxx
• BondXN
• Broadway Technology
• Cassini Systems
• Cboe
• Charles River Development
• Citadel Securities
• Citi
• Cognitive Credit
• Droit
• Eurex
• Fenics
• FinX Capital Markets
• Flextrade
• interop.io
• ION Group
• IPC
• iShares by BlackRock
• Jefferies
• LedgerEdge
• Liquidnet
• Moody's Analytics
• Morningstar Indexes
• MSCI
• MultiLynq
• Nasdaq
• Neptune
• Numerix
• Octaura
• OpenFin
• Overbond
• RBC Capital Markets
• Saphyre
• S&P Global
• Simcorp
• SOLVE
• SS&C Eze
• State Street Global Advisors SPDR
• Symphony
• TransFICC
• TS Imagine
• UBS
• Valitana
• Virtu