Fixed Income Leaders USA Summit 2020 | Worldwide Business Research (WBR) | 8 December 2020 | Virtual Event

Only at Fixed Income Leaders Summit can you learn from and network with heads of desk from North America’s leading buy side firms as they openly share key lessons learnt post pandemic and their future plans for recovery.

Join us and you will:

• Gain practical insights from 40+ leading fixed income figureheads on how to transform your trading workflows to gain efficiencies, boost performance and enhance transparency
• Discover innovative and agile data and tech capabilities that can help your traders best respond to new market changes and give your desk a competitive edge
• Take part in interactive sessions and live Q&A to benchmark your strategy with those leading the way and have your pressing questions answered

2020 Speakers

SPEAKERS:

Seth Bernstein
Chief Executive Officer, AllianceBernstein

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

Rich Mazzella
Deputy Head of Global Fixed Income and Commodities, Millennium Management

Alexander Bouzalis
Executive Director, Morgan Stanley Investment Management

Jim Switzer
Global Head of Fixed Income, AllianceBernstein

Des Gallacher
Chief Technology Officer, Eaton Vance

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

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

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

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

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

Ingrid Jacobs
VP, Chief Diversity Officer, Eaton Vance

Kevin Rauseo
Head of Credit Trading, AQR Capital Management

Dan Veiner
Global Head of Fixed Income Trading, Blackrock

Stefano Pasquali
Managing Director, Head of Liquidity Research, BlackRock

Viktoriya Bondarenko
Fintech Strategy Manager, Investment Management Group, Vanguard

Kevin Landry
Principal, Capital Markets Execution, Ontario Teachers Pension Plan

Ray Uy
Global Head of Fixed Income, Invesco

Paul English
Head of Research - USIG Credit, Invesco

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

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

James Wallin
Senior Vice President, Fixed Income, AllianceBernstein

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

Charles Bishop
Global Head of Fixed Income Credit, AIG

Scott Schroeder
SVP - Credit Trading, Macquarie Investment Management

Kashif Ishaq
Head of Fixed Income Trading, Macquarie Investment Management

Robert Simnick
Credit Portfolio Specialist, Invesco

Tom Leone
Head of Public Fixed Income, PartnerRe

Brian Mandirola
Head of Trading, Hartford Investment

Robert Daly
Global Head of Fixed Income, Glenmede Investment Management

Preston Schiroky
Head of Fixed Income, Athanor Capital

Jean-Dominique Bütikofer
Head of Emerging Markets, Voya Investment Management

Lindsey Spink
Senior Vice President and Head of Trading, HSBC Asset Management

Karina Convers
Vice President, Senior Credit Analyst, Armory Capital Group

Anthony Cucinotta
Head of Trading, Capital Advisors Group

Justin Land
Chief Investment Strategist - Wasmer Schroeder Strategies, Charles Schwab Investment Management

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

Steve Chylinski
Head of Fixed Income Trading, Eagle Asset Management

Richard Lacaille
Global Chief Investment Officer, State Street Global Advisors

Matt Tucker
Head of Americas Systematic Fixed Income Strategy, Blackrock

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

Russell Budnick
Head of Taxable Fixed Income, JP Morgan WM

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

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

Sonali Pier
Executive Vide President, PIMCO

Michael O’Brien
Director of Global Trading, Eaton Vance

Jeff Grills
Head of Emerging Markets Debt, Aegon Asset Management

Sarah Leshner Carvalho
Head of Emerging Markets – Fixed Income, Capital Group

Lori Pomerantz
Vice President, Alternative Investments and Manager Selection, Goldman Sachs

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

Shawn Keegan
Senior Vice President - Portfolio Manager, AllianceBernstein

Rene Casis
Portfolio Manager, American Century Investments

Anne Walsh
Chief Investment Officer, Guggenheim Partners

Robert Zambarano
MD, Macro Products Strategist, Guggenheim Partners

Mila Skulkina
Portfolio Manager, Emerging Markets, Lord Abbett & Co

Nancy Davis
Founder, Quadratic Capital & IVOL ETF

Chris Ferreri
Chief Operating Officer, Hartfield, Titus and Donnelly

David Saab
Managing Director, Aperture Investors

Mike Huff
Director of Portfolio Management and Asset Allocation, TIAA CREF

Matthew Woods
Head of Specialized Fixed Income, Wells Fargo Wealth Management

Yue Malan
Senior Analyst, Aite Group

Bill Kelly
President, CAIA

Kevin McPartland
Head of Market Structure Research, Greenwich Associates

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

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

Ari Burstein
President, Capital Markets Strategies

Nicholas Steele
Deputy Director of the Office of Debt Management, U.S. Department of the Treasury

Michael H. Koegler
CEO, Market Alpha Advisors LLC

John Bagley
Chief Market Structure Officer, Municipal Securities Rulemaking Board

John L. Bowman
CFA, Senior Managing Director, CAIA

Audrey Blater
Senior Analyst, Aite Group

Andy Sparks
Managing Director, MSCI Research

Brad Bailey
Research Director, Capital Markets, Celent

Hitendra Varsani
Executive Director, MSCI Research

Kenneth Monahan
Senior Analyst, Greenwich Associates

Dan Barnes
Editor, The Desk

2020 Sponsors

LEAD SPONSOR:
•Fenics USTreasuries

PRINCIPAL SPONSORS:
•AxeTrading
•Broadridge
•CME Group
•IHS Markit
•iShares by BlackRock
•J.P.Morgan
•Jump Liquidity
•Liquidnet
•MTS
•OpenDoor Trading
•RBC Capital Markets
•Tradeweb
•Virtu Financial

SPONSORS:
•7 Chord
•Barclays
•Bloomberg
•BondIT
•Charles River
•Eurex
•Factset
•IMTC
•Intercontinental Exchange
•IPC
•Jane Street
•MarketAxess
•MSCI
•OpenFin
•Overbond
•Qontingo
•Quantitative Brokers (QB)
•Refinitiv
•smartTrade
•SMBC NIKKO Securities America
•Solve Advisors
•State Street Global Advisors
•TP ICAP
•TransFICC
•Trumid