Fixed Income Leaders USA 2027
June 14 - 16, 2027
Westin Copley Place Hotel
Shaping the Future of Fixed Income
The Biggest Buy Side Fixed Income Conference
The Fixed Income Leaders Summit unites top buy-side with the wider market value chain to develop strategies for navigating shifting markets, evolving market structure, regulatory change and innovation.
Attendees will gain actionable insights into AI, automation, liquidity, execution and portfolio resilience to stay ahead in an evolving fixed income landscape.
Speakers Include:
View All Speakers
Leslie Falconio
Managing Director, UBS Chief Investment Office, Head of Taxable Fixed Income Strategy
UBS Wealth Management
Vineet Gupta
Managing Director, Head of Credit Analytics
BlackRock
Maile Robichaud
Managing Director, Head of Fixed Income Trading Americas
State Street Investment Management
Jarred Sherman
Managing Director, Portfolio Manager
J.P. Morgan Asset Management
Steven Chan
Director, Head of Fixed Income Trading
Charles Schwab Asset Management
Ada Chin
Director, Head of Fixed Income Trading
Lazard Asset Management
Naveen Srinivasan
Global Head of Trading Technology
Goldman Sachs Asset Management
Advisory Board:
Connor Fitzgerald
Senior Managing Director
Wellington Management
Steve O’Bott
Chief Data Architect
Vanguard
Neal Rayner
Head of US Fixed Income Trading
Janus Henderson Group
Jamie Anderson
Head of US Trading
Insight Investment
Riti Samanta
Global Co-Head Fixed Income, Systematic Fixed Income Portfolio Manager
Rusell Investments
Russell Budnick
Managing Director, Global Head of Capital Markets
Citi Wealth
Margen Cuko
Managing Director, Head of US Cross Asset Trading
J.P. Morgan Global Wealth Management
Jenny Xiao
Head of Global Rates Trading
Blackrock
Key Agenda Themes
Navigating Macro & Market Resilience
Adapting to persistent inflation, an uncertain rate path, fiscal pressures and policy uncertainty while building resilient portfolios for a more volatile investment environment.
Automation & Workflow Transformation
Connecting fragmented systems, automating manual processes and modernizing execution and post-trade workflows to increase trader capacity, improve consistency and deliver greater front-to-back efficiency.
AI, Data & Smart Trading
Moving AI from experimentation to measurable impact by strengthening data foundations, embedding intelligence into trading and investment workflows and applying AI to liquidity discovery, pricing, execution and decision-making.
CIO & Portfolio Leadership Priorities
Building resilient portfolios through active allocation, diversification and smarter risk-taking while exploring AI-driven alpha, evolving ETF strategies, EM opportunities and the convergence of public and private credit.
Liquidity Strategy & Market Structure
Adapting execution strategies as liquidity fragments across venues, protocols and providers, dealer intermediation evolves and new sources of electronic liquidity reshape how the buy side accesses and transfers risk.
Trading Desk Capabilities & Skillsets
Building the next-generation trading desk as AI, automation and electronification reshape trader responsibilities, combining technology and data with human judgement to improve execution and scale performance.
The FILS Difference
Connecting
Connecting you to more leaders from more top companies
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.
engaging
More engaging and immersive experiences
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
Focused on your specific Fixed Income needs
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.
Fixed Income Leaders Summit in Numbers
100+
Buy Side speakers
400+
Buy Side Attendees
1000+
Attendees
It All Starts Here.
See the 2026 Agenda.
Our Sponsors:
