Fixed Income Leaders USA Summit 2021

June 22 - 23, 2021

Online (ET)

June 15th 2021 - Buy Side only Boardroom

*All TIMES ARE IN EST*

9:00 am - 9:10 am Welcome Address and Chairperson’s Opening Remarks: Irene Cerquaglia, Editorial Director, FILS

9:10 am - 9:35 am Trading Panel with live Q&A Evolving your desk in light of new market trends: How are innovative data and technology capabilities re-defining the fixed income landscape, and how can you leverage these tools to tap into new profitable trading opportunities?

Russell Budnick, Global Head of Cross Asset Trading at JP Morgan WM

Russell Budnick

Global Head of Cross Asset Trading
JP Morgan WM

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

Dwayne Middleton

Global Head of Fixed Income Trading
T.Rowe Price

Ari Burstein

President
Capital Markets Strategies

9:35 am - 10:05 am Fireside Chat with live Q&A **OPEN TO BUY SIDE ONLY ** How is portfolio trading and systematic pricing disrupting the fixed income ecosystem, and how can you tap into new liquidity sources to unlock performance alpha?

Chris Dennis, Head of North American Credit Trading at BlackRock

Chris Dennis

Head of North American Credit Trading
BlackRock

Chris Bruner, Head of U.S. Institutional Fixed Income at Tradeweb

Chris Bruner

Head of U.S. Institutional Fixed Income
Tradeweb

10:05 am - 10:25 am Buy Side Investment Keynote with live Q&A How can you boost collaboration between your portfolio management and trading functions to best navigate macro-economic events impacting fixed income markets and transform your investment and execution strategies?

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

Leslie Falconio

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

David Saab, Serial Entrepreneur at Serial Entrepreneur

David Saab

Serial Entrepreneur
Serial Entrepreneur

10:25 am - 10:40 am Speed Networking – Top Holiday Destinations post Covid-19?

Join this virtual speed networking session to break the ice and spark new connections with your peers. Spend 3 minutes in a virtual Zoom room with 2 of your industry colleagues to share where’s your top destination post-Covid 19 before moving into the next Zoom room. You will join three different rooms in total to meet with all the delegates before the content begins.

Track A: EXPLORING THE LATEST LIQUIDITY INITIATIVES

10:40 am - 11:00 am Interview with Live Polling Evaluating the most exciting liquidity initiatives: Which trading protocols and aggregation tools should you be evaluating now, to maximize your connectivity across the e-trading ecosystem?
William Wright, Director Of Credit, Bank Loans & Derivatives Trading at Loomis, Sayles & Co.

William Wright

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

Audrey Blater, Research Director at Aite Group

Audrey Blater

Research Director
Aite Group

Track A: EXPLORING THE LATEST LIQUIDITY INITIATIVES

11:00 am - 11:40 am LIQUIDITY SOURCING ALGOS BOARDROOM How can you leverage advanced algos to access new liquidity pools and move away from traditional RFQ models to boost desk performance?

*OPEN TO BUY SIDE ONLY*

Jim Toffey, Chief Executive Officer at LTX

Jim Toffey

Chief Executive Officer
LTX

Track A: EXPLORING THE LATEST LIQUIDITY INITIATIVES

11:40 am - 12:20 pm LIQUIDITY IN 2021 AND BEYOND VIRTUAL BOARDROOM Rapid Q&A: What are the most common questions from buy side clients today and what lessons learnt can be applied to improve the future of fixed income liquidity?

*OPEN TO BUY SIDE ONLY*

Ugo Egbunike, Institutional Sales and Trading, Fixed Income Specialist at Jane Street

Ugo Egbunike

Institutional Sales and Trading, Fixed Income Specialist
Jane Street

Matt Berger, Global Head of Fixed Income at Jane Street

Matt Berger

Global Head of Fixed Income
Jane Street

Track B: LEVERAGING INNOVATIVE DATA AND WORKFLOW TECH

10:40 am - 11:00 am Interview with Live Polling Defining the Buy Side wish-list for analytics and trading technology: How can you leverage the latest solutions to meet the needs of your fixed income trading desk and thrive in the current market landscape?

Tim Gigliotti

SMD, Head of Fixed Income Trading
TIAA/Nuveen

Brad Bailey, Capital Markets Research Director at Celent

Brad Bailey

Capital Markets Research Director
Celent

Track B: LEVERAGING INNOVATIVE DATA AND WORKFLOW TECH

11:00 am - 11:40 am WORKFLOW TECH BOARDROOM How can your trading desk become more sophisticated in order to improve connectivity, workflow automation and access to liquidity?

*OPEN TO BUY SIDE ONLY*

Steve Toland, Founder at TransFICC

Steve Toland

Founder
TransFICC

Track B: LEVERAGING INNOVATIVE DATA AND WORKFLOW TECH

11:40 am - 12:10 pm STREAMLINING TECH BOARDROOM How can you best consolidate your order and streamline workflows to achieve ‘best in class’ functionality, and focus your traders’ resources where they are really needed?
Dwayne Middleton, Global Head of Fixed Income Trading at T.Rowe Price

Dwayne Middleton

Global Head of Fixed Income Trading
T.Rowe Price

Olivia Knocker, Senior Manager, Solutions at Symphony

Olivia Knocker

Senior Manager, Solutions
Symphony

Track C: EVALUATING NEW PORTFOLIO MANAGEMENT AND INVESTMENT STRATEGIES

10:40 am - 11:00 am Interview with live Q&A and Polling Building a high performing yield toolbox: How can you best use quantitative tools and machine learning models to better inform asset allocation and diversify your global portfolio to boost alpha?
Andrew Parra, Global Head of Investment Grade Corporate Trading at Goldman Sachs Asset Management

Andrew Parra

Global Head of Investment Grade Corporate Trading
Goldman Sachs Asset Management

David Saab, Serial Entrepreneur at Serial Entrepreneur

David Saab

Serial Entrepreneur
Serial Entrepreneur

Track C: EVALUATING NEW PORTFOLIO MANAGEMENT AND INVESTMENT STRATEGIES

11:00 am - 11:40 am PORTFOLIO TECH INNOVATION BOARDROOM How can Explainable AI help detect early changes in credit rating and spreads?

*OPEN TO BUY SIDE ONLY*

Dan Taylor, MD, Head of Americas at BondIT Global

Dan Taylor

MD, Head of Americas
BondIT Global

Oliver Kroll, MD BondIT and Co-founder, Scorable Product at BondIT Global | Scorable Product

Oliver Kroll

MD BondIT and Co-founder, Scorable Product
BondIT Global | Scorable Product

Track C: EVALUATING NEW PORTFOLIO MANAGEMENT AND INVESTMENT STRATEGIES

11:40 am - 12:10 pm LEVERAGING NEW DATA SETS BOARDROOM Unlocking innovative investment strategies with new data sets: How can asset managers use new metrics like ESG, climate risk scores, employment and salary trends and more to add value and introduce new products?


Marty Williams, Senior Director, Product Management at ICE Data Services

Marty Williams

Senior Director, Product Management
ICE Data Services

12:20 pm - 1:10 pm Lunch break

1:10 pm - 1:30 pm Interview with live Q&A and Polling Assessing the impact of the growth in direct connectivity on market structure: How can you best identify growth accelerators and enhance the way you interact with liquidity providers to navigate this evolving landscape?

Jim Switzer, Global Head of Fixed Income Trading at Alliance Bernstein

Jim Switzer

Global Head of Fixed Income Trading
Alliance Bernstein

Audrey Blater, Research Director at Aite Group

Audrey Blater

Research Director
Aite Group

1:30 pm - 1:50 pm Interview with live Q&A Challenges and opportunities in creating a framework to systematically integrate ESG considerations: How can you leverage innovative technology to optimize your portfolio investment strategy in line with new ESG mandates?

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

Ritirupa Samanta

Head of Systematic Fixed Income and Currency Strategy
GMO

David Saab, Serial Entrepreneur at Serial Entrepreneur

David Saab

Serial Entrepreneur
Serial Entrepreneur

*All times are in EST*

LEVERAGING INNOVATIVE DATA AND WORKFLOW TECH

1:50 pm - 2:30 pm ADVANCED DATA & ANALYTICS BOARDROOM How can you overcome data fragmentation challenges and find new ways of sourcing and aggregating data to better find liquidity and drive decision making while trading?

*OPEN TO BUY SIDE ONLY*

David Landisman, Senior Director, Trading Product Development at FactSet

David Landisman

Senior Director, Trading Product Development
FactSet

Michael O’Brien, Head of Trading at Eaton Vance

Michael O’Brien

Head of Trading
Eaton Vance

EVALUATING NEW PORTFOLIO MANAGEMENT AND INVESTMENT STRATEGIES

1:50 pm - 2:30 pm PORTFOLIO & ORDER MANAGEMENT TECH BOARDROOM How can cloud-based portfolio optimization engine enable you to reduce bond allocation time?

*OPEN TO BUY SIDE ONLY*

Russell Feldman, Chief Operating Officer at IMTC

Russell Feldman

Chief Operating Officer
IMTC

Patrick Duffner, Enterprise Sales Lead at IMTC

Patrick Duffner

Enterprise Sales Lead
IMTC

Gavin Stephens, Director of Portfolio Management at Goelzer Investment Management

Gavin Stephens

Director of Portfolio Management
Goelzer Investment Management

2:30 pm - 2:40 pm Coffee break

2:40 pm - 3:00 pm Interview with live Q&A and Polling How can you effectively balance relationship based and data analytics driven approaches on your desk to boost your overall investment performance?

Scott Schroeder, SVP - Credit Trading at Macquarie Investment Management

Scott Schroeder

SVP - Credit Trading
Macquarie Investment Management

Ari Burstein

President
Capital Markets Strategies

LEVERAGING INNOVATIVE DATA AND WORKFLOW TECH

3:00 pm - 3:40 pm WORKFLOW EFFICIENCY BOARDROOM How can you integrate leading market data and execution workflow tools to increase trader efficiency, improve execution, and perform better?
Spencer Lee, Founding Partner at Agilon Capital

Spencer Lee

Founding Partner
Agilon Capital

Sean Dzugan, Head of Buyside Sales at MTS Markets International

Sean Dzugan

Head of Buyside Sales
MTS Markets International

Paul Reynolds, FI Head of Sales at Tradingscreen Imagine

Paul Reynolds

FI Head of Sales
Tradingscreen Imagine

Robert Simnick, Credit Portfolio Specialist at Invesco

Robert Simnick

Credit Portfolio Specialist
Invesco

EVALUATING NEW PORTFOLIO MANAGEMENT AND INVESTMENT STRATEGIES

3:00 pm - 3:40 pm CREDIT ECOSYSTEM BOARDROOM Innovation in the credit ecosystem: How can newly designed instruments provide balance sheet optimization for risk mitigation and portfolio construct?
John Angelos, Senior Director, Head of North American Derivatives Sales at Cboe Global Markets

John Angelos

Senior Director, Head of North American Derivatives Sales
Cboe Global Markets

Kevin McPartland, Head of Market Structure Research at Coalition Greenwich

Kevin McPartland

Head of Market Structure Research
Coalition Greenwich

Jeremy Albers

CFA, CAIA, Investment Risk Manager and Portfolio Construction
Aviva Investors

Paul Pietranico, Director, Senior Portfolio Manager, Multi Asset US at Allianz Global Investors

Paul Pietranico

Director, Senior Portfolio Manager, Multi Asset US
Allianz Global Investors

3:40 pm - 4:00 pm Fireside chat with live Q&A and Polling Identifying the most profitable fixed income emerging markets opportunities: How can you factor them into your investment decisions to increase your portfolio performance?

Sarah Leshner Carvalho, Emerging Markets Fixed Income Investor at Capital Group

Sarah Leshner Carvalho

Emerging Markets Fixed Income Investor
Capital Group

Mila Skulkina, Portfolio Manager, Emerging Markets at Lord Abbett

Mila Skulkina

Portfolio Manager, Emerging Markets
Lord Abbett

4:00 pm - 4:05 pm Chairperson’s Closing Remarks

4:05 pm - 4:05 pm Virtual VIP Cocktail Making Reception: LEARN HOW TO SHAKE, STIR & STRAIN CLASSIC COCKTAILS WITH A TWIST AT HOME

Hosted by Symphony


Would you like to learn how to make the perfect cocktail from the comfort of your home? Join our cocktail making expert in an interactive, fun and memorable experience to learn how to prepare three iconic cocktails: Honeysuckle, Cherry Gin Collins, and Old Fashioned. With valuable at-home bar tips and techniques, this virtual cocktail masterclass gives you a foundation of fun and interesting facts to impress your friends and family at home with bar quality drinks.

 

*Open to 15 buy side attendees, you will receive your bespoke set of cocktail ingredients ahead of time*