Fixed Income Leaders USA Summit 2019 | Worldwide Business Research (WBR) | 18 June 2019 | Philadelphia 201 Hotel, 201 N 17th St, Philadelphia, PA 19103, USA

It is quite simply the biggest gathering of fixed income market participants in the world. Bringing together 800 senior trading and portfolio management heads, east coast to west coast, it is a must-not-miss if you are serious about building a winning fixed income business.

Designed by the buy side for the buy side, and with input from all the major regulators, sell side, trading platforms and technology partners, it leaves no stone unturned in your search for practical solutions to rise above the current market order.

2019 Speakers

Dan Veiner
Global Head of Fixed Income Trading, Blackrock

Dwayne Middleton
Executive Director, Head of US Fixed Income Trading, Morgan Stanley Investment Management

Sam Priyadarshi
Head of Portfolio Risk and Derivatives, Vanguard

James Switzer
Global Head of Credit Trading, Alliance Bernstein

Mike Nappi
Vice President, Investment Grade Corporate Bond Trading, Eaton Vance

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

Alexander Bouzalis
Executive Director, Morgan Stanley Investment Management

Russell Budnick
Head of Taxable Fixed Income, JP Morgan WM

Alex Sedgwick
Industry Expert

Alvin Burgos
Independent Expert

Gregory Garofolo
Head of Electronic Rates Product Strategy and Distribution, Credit Suisse

Robin Dreeke
Former FBI Special Agent, & Chief of the Counterintelligence Behavioural Analysis Program

Laurie Battaglia
CEO and Workplace Strategist, Aligned at Work®

Joe Lieber
Director of Research and Political Analys, Washington Analysis

Apurv Jain
Visiting Researcher, Harvard Business School Apurv Jain

Ingrid Jacobs
Chief Diversity Officer, Eaton Vance Management

Tracy Rucker-Wilson
Head of U.S, Vanguard’s Fixed Income Derivatives

Daniel Eckstein
Head of eFixed Income Distribution - Americas, Barclays

Alex Budny
Global Head of Trade Analytics, SSGA

Glenn Taitz
Head of Fixed Income Trading, Invesco

Vik Rao
Global Head of Trading, Capital Group

Scott M. Lopez CFA
Senior Managing Director, Partner, and Director of Global Trading, Wellington Management

Carl James
Global Head of Fixed Income Trading, Pictet Asset Management

James Wallin
Senior Vice President, Fixed Income, Alliance Bernstein

Lee Sanders
Head of Execution FX and UK & Asia Fixed Income Trading, AXA Investment Management

Meredith Shifman
Head of Trading Governance, Morgan Stanley Investment Management

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

Marc Wyatt
Global Head of Trading, T. Rowe Price

Michael O'Brien
Head of Global Trading, Eaton Vance

Greg Heller
Director of Global Fixed Income Trading, MFS

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

Jean-Dominique Bütikofer
Head Emerging Markets Fixed Income, Voya Investment Management

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

Mustafa Chowdhury
MD, Head of Rates, Voya Investment Management

George Runsak
Head of Global Fixed Income, Wells Fargo Wealth Management

Christopher A. Coccoluto
Head of Investment Grade Bond Trading, Manulife Asset Management

Nick Steinbach
Co-Head of Fixed Income Trading, AQR

Kevin Rauseo
Head of Credit Trading, AQR Capital Management

Steven Divittorio
Head of Public Fixed Income Trading, Barings

David Saab
Managing Director, Aperture Investors

Brian Mandirola
Executive Vice President, Head of Trading, Hartford Investment

Rick Harper
Head of Fixed Income and Currency, Wisdomtree Asset Management

Charles Curry
Head of Fixed Income and Co-CIO, FIS Group

Anthony Cucinotta
Head of Trading, Capital Advisors Group

Chris Ferreri
Chief Operating Officer, Hartfield, Titus and Donnelly

Ugo Egbunike
Former Sr. Vice President, Credit Trading, Millennium Advisors

Lee Ferridge
Senior Managing Director, Head of Multi-Asset Strategy, The Americas, State Street Global Markets

Anne Mathias
Head of Global Macro, Interest Rates, and Foreign Currency, Vanguard

Sonali Pier
Executive Vide President, PIMCO

Christopher Gunster
Head of Fixed Income Portfolio Management, U.S. Trust

Robert Tipp
Managing Director, Chief Investment Strategist, PGIM

Anne Walsh
CIO, Fixed Income, Guggenheim Partners

Ryan Chin
Portfolio Manager, Multi Asset US, Allianz Global Investors

Christina Ronac
Head, Emerging Markets Credit Research, HSBC Asset Management

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

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

Robert Daly
Global Head of Fixed Income, Glenmede Investment Management

Phillip Torres
Co-Head of Emerging Markets, Aegon

Ben Emons
Head of Portfolio Management, Intellectus Partners

Mila Skulkina
Associate Portfolio Manager, Lord Abbett

Jennifer Hartviksen
CFA, Senior Portfolio Manager, Global High Yield Head of Canada Fixed Income, Invesco

Elaine Stokes
Portfolio Manager, Loomis, Sayles & Company

Mike Huff
Senior Director, Portfolio Management & Assets Allocatio, TIAA CREF Mike Huff

Paul Kim
Managing Director and Portfolio Manager, Principal Global Investors

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

Brandon Matsui
Portfolio Manager, DWS

Jarred Sherman
Managing Director, Fixed Income Portfolio Manager, JP Morgan Asset Management

Marcel Borelli
International Director of Fixed Income Manager, J.P. Morgan Private Bank

Liakos Papapoulos
Senior Investment Manager Treasury, MN Asset Management

Henley Smith
Senior Vice President, Vanderbilt Asset Management

Ritirupa Samanta
Head of Systematic Fixed Income and Currency Strategy, Grantham, Mayo, Van Otterloo & Co. LLC

Art DeGaetano
Founder & Chief Investment Officer, Bramshill Investment

Marc Chandler
Market Strategist, Bannockburn Global Forex

Peruvemba Satish
Senior Vice President & Portfolio Manager, Global Analytics, American Century Investments

Amit Kaushik
Head of Quantitative Research and Portfolio Manager, SciFeCap

Susan Estes
Founder, President & CEO, OpenDoor Securities

Rich Winter
Senior Managing Director Global Head of Strategy & Sales, FENICS USTreasuries

Constantinos Antoniades
Global Head of Fixed Income, LIquidnet

Robert Almgren
Co-Founder, Quantitative Brokers

Christian Dopp
Senior Vice President in Fixed Income Sales, Eurex

Ruben Costa-Santos
Head of FX and Fixed Income, Virtu Financial

Lynn Martin
President and COO, ICE Data Services

Richard Schiffman
Head of Open Trading, MarketAxess

Steve Toland
Founder, TransFICC

Bryan Farrell
Head of Sales, Edge

Scott Eaton
CEO, Algomi

Vidya Guruju
Product Manager, CFA, Charles River Development

Herb Werth
Managing Director, IPREO

Steve Gallagher
US Chief Economist & Head of Research, AMER, Societe Generale

Subadra Rajappa
Head of US Rates Strategy, Societe Generale

David Parker
Head of MTS Markets International, MTS Markets

Ivan Mijov
Head of Buy-side Fixed Income EMS, AxeTrading

Kenneth Monahan
Senior Analyst, Greenwich Associates

Megan Greene
Global Chief Economist, Manulife Asset Management

Andrew Mogavero
Managing Director, Head of US Credit Trading, Barclays

Chris Bruner
Managing Director and Head of U.S. Credit Product, Tradeweb

Colm Murtagh
Managing Director and Head of U.S. Institutional Rates, Tradeweb

Brock Arnason
Founder and Chief Delivery Officer, Droit Financial Technologies

Erin Lyons
Co-Head US Investment Grade Credit and US Credit Strategist, CreditSights

Mike Sobel
President, Trumid

Matt McFarland
Head of Futures, Cboe Global Markets

David Krein
Global Head of Research, MarketAxess

David Murray
Chief Business Development Officer, Corvil

Shari Noonan
CEO, Rialto Trading

Haider Ali
Head of U.S. Treasury Trading, RBC Capital Markets”

Andrew Awad
Managing Director, Greenwich Associates

Dan Barnes
Editor, The DESK

Suzanne Bishopric
Managing Partner, Global Sovereign Advisors

Audrey Blater
Senior Analyst, Aite Group

David Bullen
Director & Founder, Bullen Management

Ari Burstein
President, Capital Markets Strategies

Zack Ellison, CFA, CAIA
Head of Development, Applied Real Intelligence LLC

Alastair Hawker
Head of North American Sales, Quantitative Brokers

Mike Huff
Senior Director, Portfolio Management & Assets Allocation, TIAA CREF

Billy Hult
President, Tradeweb

Paul Kaplan
Head of Global Credit, TRS, and Price Transparency, Bloomberg L.P.

Lynnette Kelly
President and Chief Executive Officer, MSRB

Olya Kushnir
Project Manager, Rialto Trading Technology

Jennifer Litwin
Senior Vice President, Head of Relationship Management, Greenwich Associates

Kevin McPartland
Head of Market Structure Research, Greenwich Associates

Michael Noto
Managing Director, Cross-Asset Market Structure, Barclays

Mark Rodrigues
Partner, Illuminate Financial

Liz Scholz
Managing Director, Office of Strategic Initiatives FHFA

Lee Sanders
Head of FX Execution, FX, Fixed Income & CDS Trader, AXA Investment Management

Nicholas Steele
Deputy Director of the Office of Debt Management, Treasury

Jim Switzer
Head of Credit Trading, Alliance Bernstein

Kristina Fan
Founder and CEO, 7-Chord

Mayra Rodriguez Valladares
Managing Principal, MRV Associates

Isaac Cecil
CEO, Pre-Rec

Mark Bruce
Head of FICC, Jump Trading Group

David Petraeus
Former Director of the CIA, US Army General

Stephen Laipply
Managing Director, is the Head of U.S, iShares

Matthew Berger
Global Head of Fixed Income and Commodities Trading., Jane Street

Dan Scholl
Independent Expert, Delaware.gov

John Kerschner
Head of US Securitized Products, Janus Henderson

Cauldon Quinn
Chief Executive Officer, Bancroft Capital

Elisabeth Kirby
Managing Director, Head of U.S. Rates Strategy and Product Management, Tradeweb Markets LLC

Geoffrey Fite
Founder and CEO, Fite Analytics

Amy Hong
Global Head of Market Structure, Goldman Sachs

Glenn Havlicek
Chief Executive Officer & Co-Founder, GLMX

David Zhang
Managing Director, Head of Securitized Products Research, MSCI

Steven Bartfield
Senior Vice President BrokerTec Strategy and Business Development, BrokerTec, CME Group

Des Gallacher
Head of Investment Technology, Eaton Vance

Rene Casis
Portfolio Manager, American Century Investments

Jeff Zavattero
Managing Director Head of Fixed Income Sales & Trading, SMBC Nikko Securities America, Inc.

Michael H. Koegler
CEO, Market Alpha Advisors LLC

Chris Concannon
President and COO, MarketAxess

2019 Sponsors

LEAD SPONSOR:
• Fenics USTreasuries

PRINCIPAL SPONSORS:
• Algomi
• AxeTrading
• Bloomberg
• DelphX
• IHS Markit
• iShares by BlackRock
• Jane Street
• MarketAxess
• MTS
• Tradeweb

SPONSORS:
• MSCI
• ICAP
• GLMX
• ChartIQ
• SMBC NIKKO Securities America
• Barclays
• BondIT
• Cboe Global Markets
• CBXmarket
• Charles River
• CME Group
• Corvil
• Credit Suisse
• CreditSights
• Eurex
• FactSet
• Intercontinental Exchange
• Jump Liquidity
• LiquidityEdge
• Liquidnet
• Morgan Stanley
• OpenDoor Trading
• Quantitative Brokers (QB)
• RBC Capital Markets
• Rialto Trading
• RiskFirst
• SmartTrade
• Societe Generale
• Solve Advisors
• State Street Global Advisors
• Trumid
• Virtu Financial