Fixed Income Leaders Summit | Buy Side Trade Conference

Get Your Brand Front of Mind With Our
Bespoke Sponsor Opportunities

Connect with North America’s Leading Buy Side Heads of Fixed Income Trading and Investment

Celebrating 10 Years as the voice of the industry.

Rising geopolitical risks, shifting monetary policies, and looming recessions are forcing buy side firms to re-think their fixed income strategies.

Find out how to navigate evolving market conditions and stay ahead of the curve by engaging with leading buy-side Heads of Fixed Income Trading, Portfolio Management, and other key market participants to uncover actionable strategies on:

Adapting asset allocation to counter the ripple effects of global elections, geopolitical conflicts, and economic disruptions.
Harnessing AI and machine learning innovations to optimize trading workflows and investment decisions.
Accelerating the electronification of opaque markets, including municipal bonds, to unlock untapped liquidity pools.
Leveraging cutting-edge data analytics and automation to deliver actionable insights and drive end-to-end efficiencies.
Understanding the impact of Basel III, T+1, and other regulatory changes on liquidity dynamics and trading protocols.
Navigating the rise of ETFs, private credit, and retail investments to capitalize on emerging opportunities and reshape portfolio construction.

Download Agenda

“For 10 years, FILS has established a remarkable forum to connect with a diverse set of market participants, enabling a deeper understanding of the challenges and opportunities in fixed income. Contributing as an advisor has been a privilege, and I’m proud to celebrate this milestone alongside the FILS community."
Eric Morrow
COO, Trading & Investments at Apollo Global Management

“It is quite the achievement of FILS to arrive at it’s 10 year anniversary. As an early member of the advisory committee, it has been an honour to be involved and play a role in bringing together thought leaders, create a space for debate and a platform to discuss innovations. Many of the ideas discussed have now become key features in the management of fixed income assets and I look forward to see FILS continue to be a part of this journey going forward”
Riti Samanta
Systematic Fixed Income Portfolio Manager and Strategist Russell Investments

“Continues to deliver a high return on investment with quality input from thought leaders."
Todd Bowker
Head of Investments Change & Business Management, LGIM America

“Valuable information to bring back to our firms and excellent networking with buyside business and technology leaders as well as a broad array of vendor offerings."
Keri Tusa
Global Head of Investment Technology, Lazard Asset Management

“As we continue to transform and build on our successes while navigating market uncertainties, FILS remains the best place to meet, convene, and learn from fixed income market participants on the innovation taking place across the industry."
Seth Bernstein
CEO and President, AllianceBernstein

“The ability to bring together different perspectives and viewpoints is especially critical as we all navigate a difficult environment in fixed income markets.”
Lori Heinel
Global Chief Investment Officer, State Street Global Advisors

“Delivers a great ROI- time well spent to learn from and network with the fixed income community. The highest quality content for buy side heads of fixed income trading.”
Dwayne Middleton
Global Head of Fixed Income Trading, T.Rowe Price

2025 Speakers Include

Lori Heinel

Global Chief Investment Officer
State Street Global Advisors

Allen Xiao

Deputy Chief Risk Officer
Amundi Asset Management

Thomas Kennedy

Chief Investment Strategist for Global Wealth Management
J.P. Morgan Private Bank

Iro Tasitsiomi

Head of AI & Data Science
T.Rowe Price and Ex- Astrophysicist

Daniel Veiner

Co-Global Head of Trading
BlackRock

Eric Morrow

COO Trading & Investments
Apollo Global Management

Lindsay Rosner

Head of Multi-Sector Investing
Goldman Sachs Private Bank

Terrence Kim

Head of Fixed Income Innovation
Vanguard Asset Management

Steven Hung

Senior Portfolio Manager
Schwab Asset Management

Gregory Peters

Co-Chief Investment Officer
PGIM Fixed Income

View All Speakers

TIPPER X – GUEST KEYNOTE SPEAKER

June 10 at 5.05

Guest Speaker: The Inside Story of Tipper X

Known as “Tipper X,” Tom became one of the most prolific informants in securities fraud history, helping to build over 20 of the 80+ individual criminal cases in “Operation Perfect Hedge,” a Wall Street house cleaning campaign that morphed into the largest insider trading investigation of a generation. Join Tom’s keynote talk to get the insights into how he helped the FBI bring down some of its biggest targets in the industry.

Tom Hardin Former Buy Side Trader and FBI Whistleblower

View Speakers

A Unique Experience

Connect and learn through various interactive formats and have fun whilst doing so!

A Truly Interactive Agenda

Find Your Solution

Explore Washington

Relax and Have Fun

Connect with the Leaders

Connect

Be Among The Leaders. Join 800 Attendees from across the full fixed income ecosystem, with 350 representing leading North American Buy Side firms.

Fixed Income Leaders Summit in Numbers

300 +

Senior Buy Side Attendees

70 +

Speakers Sharing Their Practical Insights

18 +

Hours On-Site Networking & Socializing Time

3

Days Of Insightful Content

The FILS Difference

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.