Fixed Income Leaders USA Summit 2021

June 22 - 23, 2021

Online (ET)

Tuesday, June 22nd 2021

*All TIMES ARE IN EST*

8:15 am - 8:25 am Welcome Address: Irene Cerquaglia, Editorial Director, Fixed Income Leaders Summit

8:25 am - 8:30 am Chairperson’s Opening Remarks

Kevin McPartland, Head of Market Structure Research at Coalition Greenwich

Kevin McPartland

Head of Market Structure Research
Coalition Greenwich

SUCCEEDING IN DISRUPTED MARKETS

8:30 am - 9:00 am Buy Side All Star Panel LIVE Q&A - Thriving in a post-pandemic remote-working environment: How can you strike the perfect balance between relationship and data driven execution approaches on your desk to gain a competitive edge and succeed in today’s fixed income market landscape?

Ray Uy, Global Head of Fixed Income at Invesco

Ray Uy

Global Head of Fixed Income
Invesco

Manuel Hayes, Vice President, Senior Portfolio Manager of Trader and Fixed income at Mellon

Manuel Hayes

Vice President, Senior Portfolio Manager of Trader and Fixed income
Mellon

Audrey Blater, Research Director at Aite Group

Audrey Blater

Research Director
Aite Group

9:00 am - 9:30 am The Beyond 2021 View on Liquidity LIVE Q&A - Evaluating the liquidity landscape post-pandemic: How are new liquidity initiatives disrupting the market infrastructure and how can you adapt your trading strategies to source new liquidity pools and boost performance?

Yannig Loyer, Global Head of Trading, Securities Financing & Derivatives at AXA Investment Managers

Yannig Loyer

Global Head of Trading, Securities Financing & Derivatives
AXA Investment Managers

Mike Smith, Director of Exchange Management at IPC

Mike Smith

Director of Exchange Management
IPC

Will Boeckman, Global Head of E-Sales at Citadel Securities

Will Boeckman

Global Head of E-Sales
Citadel Securities

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

Sonali Pier, Managing Director at PIMCO

Sonali Pier

Managing Director
PIMCO

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

Dwayne Middleton

Global Head of Fixed Income Trading
T.Rowe Price

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

Chris Bruner

Head of U.S. Institutional Fixed Income
Tradeweb

David Nicol, CEO & Co-Founder at LedgerEdge

David Nicol

CEO & Co-Founder
LedgerEdge

Richard Schiffman, Head of Open Trading at MarketAxess

Richard Schiffman

Head of Open Trading
MarketAxess

Kevin McPartland, Head of Market Structure Research at Coalition Greenwich

Kevin McPartland

Head of Market Structure Research
Coalition Greenwich

10:10 am - 10:40 am 360 Panel Discussion LIVE Q&A How can you truly reap the benefits of automation on your trading desk to achieve an efficient streamlined workflow that boosts overall performance?

Daniel Leon, Global Head of Trading, Treasury Management & Global Solutions at HSBC Asset Managemen

Daniel Leon

Global Head of Trading, Treasury Management & Global Solutions
HSBC Asset Managemen

Olivia Knocker, Senior Manager, Solutions at Symphony

Olivia Knocker

Senior Manager, Solutions
Symphony

Vuk Magdelinic, CEO at Overbond

Vuk Magdelinic

CEO
Overbond

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

Colm Murtagh

Managing Director, Head of U.S. Rates
Tradeweb

Kevin McPartland, Head of Market Structure Research at Coalition Greenwich

Kevin McPartland

Head of Market Structure Research
Coalition Greenwich

10:40 am - 10:50 am Speed Networking Break: 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 your top destination post-Covid 19 before moving into the next Zoom room.

LEVERAGING NEW DATA & TRADING CAPABILITES

10:50 am - 11:30 am Fireside Chat LIVE Q&A - Moving beyond RFQ to boost credit liquidity: How can you embrace electronification to improve pre-trade transparency and boost efficiencies when trading large order sizes?

Nick Steinbach, Global Head of Fixed Income Trading at AQR Capital Management

Nick Steinbach

Global Head of Fixed Income Trading
AQR Capital Management

Chris Dennis, Head of North American Credit Trading at BlackRock

Chris Dennis

Head of North American Credit Trading
BlackRock

David Parker, CEO at MTS markets

David Parker

CEO
MTS markets

Audrey Blater, Research Director at Aite Group

Audrey Blater

Research Director
Aite Group

John Robinson

Senior Management Team
Neptune

AJ Cass, Managing Director, Co-Head of Sales at LTX

AJ Cass

Managing Director, Co-Head of Sales
LTX

11:30 am - 11:50 am Case Study LIVE Q&A Workflow efficiency - what we can learn from Henry Ford

Steve Toland, Founder at TransFICC

Steve Toland

Founder
TransFICC

11:50 am - 12:10 pm Fireside Chat LIVE Q&A Overcoming fragmentation in muni bond trading: How can you leverage new technologies to minimize trading costs, reduce human errors and best identity new liquidity opportunities?

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

Jim Switzer

Global Head of Fixed Income Trading
Alliance Bernstein

Russell Feldman, Chief Operating Officer at IMTC

Russell Feldman

Chief Operating Officer
IMTC

12:10 pm - 1:00 pm Lunch break

Join this virtual speed networking session to break the ice and benchmark your strategies with your buy side fixed income peers. Spend 3 minutes in a virtual Zoom room with 2 of your industry colleagues to collaborate on quick fire questions and key interest areas, before moving into the next Zoom room. Leave this session with key insights into top challenges and opportunities in today’s US Fixed Income markets.

1:00 pm - 1:20 pm Buy Side & Sell Side Fireside Chat: Data aggregation and workflow digitization: Why are data aggregation, workflow tools and pre-trade information critical to corporate bond trader productivity?

Jason Quinn, Chief Product Officer at Trumid

Jason Quinn

Chief Product Officer
Trumid

1:20 pm - 1:40 pm Protocols Fireside Chat LIVE Q&A Assessing the impact of the diversification of trading protocols: Which initiatives can help you transform your pre-trade transparency, automation and post-trade requirements, and to what extent can alternative algos become larger liquidity sources?

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

Russell Budnick

Global Head of Cross Asset Trading
JP Morgan WM

Peter Borstelmann, President at ICE Bonds

Peter Borstelmann

President
ICE Bonds

Vidya Guruju, Director of Product Management at Charles River Development

Vidya Guruju

Director of Product Management
Charles River Development

Spencer Mindlin, Senior Analyst at Aite Group

Spencer Mindlin

Senior Analyst
Aite Group

1:40 pm - 2:10 pm Panel Discussion LIVE Q&A How are platforms providing innovative connectivity solutions to support new market entrants and meet your requirements and help achieve operational alpha?

Ray Uy, Global Head of Fixed Income at Invesco

Ray Uy

Global Head of Fixed Income
Invesco

Josh Barrickman, Head of Bond Indexing at Vanguard

Josh Barrickman

Head of Bond Indexing
Vanguard

Greg Azrak, Head of Business Development at Adroit Trading Technologies

Greg Azrak

Head of Business Development
Adroit Trading Technologies

Brad Bailey, Capital Markets Research Director at Celent

Brad Bailey

Capital Markets Research Director
Celent

2:10 pm - 2:30 pm USA vs. EU Data Fireside Chat LIVE Q&A How can you aggregate fragmented sources of pre and post trade data to enhance your decision making process and implement diversified strategies that boost portfolio performance?

Archit Soni, Portfolio Manager & Trader at Dimensional

Archit Soni

Portfolio Manager & Trader
Dimensional

Muting Ren, Senior Credit Quant Researcher & Portfolio Manager at AllianceBernstein

Muting Ren

Senior Credit Quant Researcher & Portfolio Manager
AllianceBernstein

Dan Connell

Managing Director
Coalition Greenwich

2:30 pm - 2:50 pm Blockchain Keynote LIVE Q&A Changing mindset to drive blockchain adoption: How can you embrace this technology for the fixed income market to bridge the gap between traditional finance and digital asset trading in order to mitigate portfolio risks and remove inefficiencies?

John Evans, Head of Blockchain Strategy at Vanguard

John Evans

Head of Blockchain Strategy
Vanguard

David Easthope, Senior Advisor at Coalition Greenwich

David Easthope

Senior Advisor
Coalition Greenwich

2:50 pm - 3:00 pm End of Plenary Content

HEADS OF FIXED INCOME and PMs THINK TANK Join your peers for buy-side only discussions taking place under the Chatham House Rule.

3:00 pm - 3:50 pm Lessons learnt from the global pandemic: How can you adapt your people, processes and technologies across your investment and trading lifecycle to better navigate uncertain markets?

Join an interactive video conference call with your fixed income peers to collaboratively brainstorm solutions to your most pressing challenges

Brian Mandirola, Head of Trading at Hartford Investment Management Co.

Brian Mandirola

Head of Trading
Hartford Investment Management Co.

3:00 pm - 3:50 pm Tales from the Front Lines: How do the rising stars of trading and execution think about technology, desk needs, personal development and talent retention?

Join an interactive panel with the Rising Stars of Wall Street to hear their thoughts and observations around the evolution of the trading desk and what's on the horizon that will disrupt the future of capital markets.

Lincoln Bartlett, Derivatives Trader at Vanguard

Lincoln Bartlett

Derivatives Trader
Vanguard

Susan Joyce

VP, Head of Fixed Income Market Structure & Muni Bond Trader
AllianceBernstein

Sara Levin, Vice President, Institutional Cross Asset Solutions at WallachBeth Capital

Sara Levin

Vice President, Institutional Cross Asset Solutions
WallachBeth Capital

End of Day 1 FILS USA Virtual