Fixed Income Leaders USA 2024 | Worldwide Business Research (WBR) | 11 June 2024 | Omni Boston Hotel at the Seaport, 450 Summer Street, Boston, MA 02210, USA

Rising geopolitical turmoil, continued interest rate hikes, tightening monetary policies and the looming recession are triggering greater market volatility.
This summit will ensure you, and other Buy Side Heads of this summit, can navigate this new investment landscape to drive greater returns whilst tackling widening spreads and reduced liquidity.

You’ll benchmark with Heads of Trading and Portfolio Management from leading firms and gain practical insights on:
• Navigating market volatility to generate greater returns on your fixed income portfolio
• Sourcing liquidity in fragmented markets to deliver best execution for your clients
• Adapting your investment and trading to best respond to the latest changes in the U.S. Treasury market
• Using the latest data analytics to identify new alpha generation opportunities and improve execution performance.
• Implementing the latest automation innovations to improve workflow efficiency and enable your team to focus on high-value tasks.

The Difference of the Event:
• Connecting you to more leaders from more top companies than anyone else
FILS is where you really find out what the leading buy side companies are doing to ready your fixed income desk and investment strategies for today and tomorrow.

• More engaging and immersive experiences than anywhere else
Take part in small working discussion groups so you can learn from all of the great minds in attendance as well as the speakers.

• Focused on your specific Fixed Income needs better than anyone else
An agenda based on 70+ research interviews with leaders from across the fixed income ecosystem to ensure every challenge and opportunity you face is addressed.

2024 Speakers

Todd Buchholz
Former White House Director of Economic Policy and CNBC Regular

Matthew Steinaway
Chief Investment Officer - Fixed Income, Cash and Currency, State Street Global Advisors

Jason Gottlieb
President, Artisan Partners

Elizabeth Pritchard
Chief Data and Analytics Officer, Liberty Mutual Investments

Chris Concannon
CEO, MarketAxess

Nicholas Steele
Director of Analysis, Financial Stability Oversight Council, US Treasury, U.S. Department of the Treasury

Russell Budnick
Global Head of Cross Asset Trading, J.P. Morgan Global Wealth Management

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

Maria Ma
Managing Director, Fixed Income & International Equity Portfolio Manager, Lincoln Financial Group

Riti Samanta
Senior Director, Fixed Income Solutions Portfolio Manager, Russell Investments

Thomas Kennedy
Chief Investment Strategist, J.P. Morgan Wealth Management

Jim Switzer
Global Head of Municipals, AllianceBernstein

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

Michael O'Brien
Global Head of EM Trading, Artisan Partners

Miguel Cota
VP, Head of Fixed Income Trading, Avantis Investors by American Century Investments

Stefano Pasquali
Head of Investment AI Research, BlackRock

Tim Gigliotti
Global Head of Fixed Income Trading, Nuveen

Matthew Scott
SVP/Head of Core Fixed Income and Multi-Asset Trading, AllianceBernstein

Neal Rayner
Head of US Fixed Income Trading, Janus Henderson

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

Kaustuv Dasgupta
Head of Trading and EDGE, Two Sigma

Meredith Herold
Global Head of Systematic Execution, BlackRock

Jenny Xiao
Global Head of Rates Trading, BlackRock

Sanjay Jhamna
Global Head of Credit Trading, J.P Morgan

Brian Mandirola
Head of Trading, Hartford Investment Management Company (HIMCO)

Steven DiVittorio
Managing Director, Global Head of Public Fixed Income Trading, Barings

Ryan Raymond
Head of Fixed Income Trading, LGIM

Susan Joyce
Head of Muni Trading & FI Market Structure, AllianceBernstein

Amit Deshpande
Fixed Income Head of Quantitative Investments & Research, T. Rowe Price

Jay Gattani
Global Head of Trading and Operations Technology, Nuveen

Daniel Green
Head of Emerging Market Debt Trading, AllianceBernstein

Christopher Magnus
Director, EM Credit Trader, MetLife Investment Management

Michael Daley
VP, Credit trader, T. Rowe Price

Bill Spencer
Multi-Asset Trader, UBS Asset Management

Andrew Claeys
Head of Systematic Trading, Allspring Global Investments

Paul McCann
Senior Fixed Income Trader, Liberty Mutual Insurance

Marcin Zdunek
Head of Fixed Income Trading, F/m Investments

Philip Sommer
Director, Trading Analytics, BlackRock

Jen Hoffenkamp
Head of Municipal Bonds, Northern Trust Asset Management

Revant Nayar
Principal, FMI Technologies

Andy Chai
Executive Director, J.P. Morgan Private Bank

Michael Rus
Head of High Yield Trading for US, AllianceBernstein

Sara Levin
Director, ETF & Derivative Trading, WallachBeth Capital

Alexcia Mazahreh
Senior Fixed Income Trader, Vanguard

Stephanie Fraser
Senior Trader - North America Trading Manager, Baillie Gifford

Laurel Cassidy
Former Cross-Asset Trader, Weiss Multi-Strategy Advisors

Leslie Falconio
Managing Director and Chief Investment Office and Head of Taxable Fixed Income Strategy, UBS Wealth Management

Nancy Davis
Founder & CIO, Quadratic LLC

Scott Grimberg
Former Head of Emerging Market Debt, Itau Asset Management

Peter Baden
Chief Invetsment Officer, Genoa Asset Management

Abhishek Sinha
CEO & CIO, Nelumbium Capital

Josh Barrickman
Principal and Senior Portfolio Manager, Vanguard

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

Jarred Sherman
Managing Director, Portfolio Manager, J.P. Morgan Asset Management

Robert Daly
Former Director of Fixed Income, Glenmede

Karishma Kaul
Head of Systematic Fixed Income Strategies, Fidelity Investments

Michael Winnike
Director, Market Structure, BlackRock

Sarah Leshner Carvalho
Vice President, EM Fixed Income, Capital Group

Thomas Arthur
VP Investments, Southern Farm Bureau Investments

Gordon McKemie
Managing Director, Blackstone Credit & Insurance

Benjamin Nye
Chief Investment Officer, Narwhal Capital Management

Samir Shah
CIO, Alpha Research and Management (ARAM)

Paul Kamenski
Head of Fixed Income, Man Numeric

Brian Smedley
Chief Investment Officer and Portfolio Manager of the Covariance Fund, The Cynosure Group

Scott Kimball
Chief Investment Officer, Loop Capital Asset Management

Andrew Dassori
Chief Investment Officer, Wavelength Capital Management

Neil Moriarty
Global Head of Fixed Income, Mackay Shields

Manuel Hayes
Senior Portfolio Manager, Insight Investment

Alvin Burgos
Senior Portfolio Manager, RGA Re

Jason Vlosich
Partner, Fixed Income Portfolio Manager and Trader, Brown Advisory

Sweta Singh
Founding Partner and Portfolio Manager, City Different Investments

Rachna Ramachandran
Portfolio Manager, High Yield and Macro Credit Strategy, GMO

Rodrigo Paiva
Partner – Head of Fixed Income, Avenue

Jeremy Neisewander
Co-Head of North America FI Portfolio Management, ETFs & Indexed Strategies, Invesco

Eric R. Williams
Head of Capital Structure, Northern Trust

Lindsay Rosner
Head of Multi-Sector Investing, Goldman Sachs Asset & Wealth Management

Ludvig Soderling
Portfolio Manager, Emerging Market Sovereign Debt, Caisse de dépôt et placement du Québec (CDPQ)

Bernd Wuebben
Global Head - Fixed Income Quantitative Research & Systematic Investing, AllianceBernstein

Manan Mehta
Head of Quantitative Fixed Income Research, Northern Trust Asset Management

Brian Regan
Senior Portfolio Manager, Wealth Enhancement Group

Amanda Lynam
MD, Head of Macro Credit Research, Portfolio Management Group, Private Markets, BlackRock

Will Beck
SVP, Wilshire

Ash Shetty, CFA
Senior Vice President, Portfolio Manager and Risk Strategist, PineBridge Investments

Ashwani Singh
Senior Director, Guardian Life

Ed Paulinski
Managing Director, Head of Municipal SMAs, Goldman Sachs Asset Management

Bill Cole
Principal, Credit Product Specialist, HarbourVest Partners

James Pruskowski
Chief Investment Officer, 16Rock Asset Management

Ben Emons
Senior Portfolio Manager, NewEdge Wealth

Marta Poleszczuk
Director, US FICC Trading, Wellington Management

Richard Ose
Senior Portfolio Manager, Invesco

Bradford Lo Gatto
Head of Private Credit & Alternative Assets, PartnerRe Asset Management Corporation

Rick Harrell
Associate Portfolio Manager, Aperture Investors

James Fishback
Co-Founder and Chief Investment Officer, Azoria Partners

Robert Allen
Global Head of Rates Products, FMX

Will Boeckman
Head of Fixed Income Platform

2024 Sponsors

LEAD SPONSOR:
• FMX

PRINCIPAL SPONSORS:
• 3Forge
• Bank of America
• Bloomberg
• Citadel Securities
• ICE
• JP Morgan
• Jane Street
• LSEG
• LTX
• Market Axess
• Morgan Stanley
• Morningstar Indexes
• S&P Global
• SS&C Eze
• Tradeweb

SPONSORS:
• Adaptive
• Adroit
• Allocations
• Assured Guaranty
• BMO
• Bondway.ai
• Cassini
• CastleOakSecurities
• Cboe Europe
• Charles River
• Citi
• CME Group
• Cognitive Credit
• Droit
• Eurex
• Flextrade
• Genesis
• GX2 Spread Markets
• Interop.io
• Investortools
• ION Markets
• iShares by BlackRock
• J.P. Morgan Asset Management
• Liquidnet
• Marex
• MSCI
• MultiLynq
• Murex
• Numerix
• Octaura
• OpenYield
• PricingDirect
• Quantifi
• SOLVE
• State Street Global Advisors
• Symphony
• TD Securities
• Tradewell
• Trading Technologies
• TransFICC
• Trumid
• valantic FSA
• Valitana
• Velox
• Virtu Financial