Fixed Income Leaders USA Summit 2021

June 22 - 23, 2021

Online (ET)

Wednesday, June 23rd 2021

*All times are in EST*

8:20 am - 8:30 am Chairperson’s Opening Remarks: Irene Cerquaglia, Editorial Director, Fixed Income Leaders Summit

EVALUATING MACRO DRIVERS IN FIXED INCOME MARKETS

8:30 am - 9:00 am The View on 2021 Keynote LIVE Q&A How are geo-political events, Central Bank intervention, emerging markets and ESG impacting the fixed income markets in 2021 and how can you capitalize on these trends to stay ahead of the curve?

Lori Heinel, Global Chief Investment Officer at State Street Global Advisors

Lori Heinel

Global Chief Investment Officer
State Street Global Advisors

Shamik Dhar, Chief Economist at BNY Mellon Investment Management

Shamik Dhar

Chief Economist
BNY Mellon Investment Management

Nancy Davis, Chief Investment Officer at Quadratic Capital Management

Nancy Davis

Chief Investment Officer
Quadratic Capital Management

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

Zack Ellison

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

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

Jim Switzer

Global Head of Fixed Income Trading
Alliance Bernstein

Maria Ma, Head of Fixed Income & International Equity Manager Selection & Portfolio Construction at Lincoln Financial Group

Maria Ma

Head of Fixed Income & International Equity Manager Selection & Portfolio Construction
Lincoln Financial Group

Alexander Bouzalis, Global Head of Fixed Income Trading at Morgan Stanley Investment Management

Alexander Bouzalis

Global Head of Fixed Income Trading
Morgan Stanley Investment Management

Mike Dimitri, Global Head of Leverage Credit Trading at Goldman Sachs Asset Management

Mike Dimitri

Global Head of Leverage Credit Trading
Goldman Sachs Asset Management

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

Zack Ellison

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

Terry Flanagan, Managing Editor at Markets Media Group

Terry Flanagan

Managing Editor
Markets Media Group

9:40 am - 10:10 am Macro Panel LIVE Q&A The impact of inflation, FX, monetary and fiscal policies: How can you consider these macro events in your broader risk allocation strategies and adoption of credit content to boost performance?

Arnab Das, Chief Economist at Invesco

Arnab Das

Chief Economist
Invesco

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

Thomas V. Kennedy

Executive Director, Global Head of Fixed Income Strategy
J.P Morgan Private Bank

Peter Azzinaro, Managing Director- Global Macro Strategist, Portfolio Management at Manulife

Peter Azzinaro

Managing Director- Global Macro Strategist, Portfolio Management
Manulife

David Saab, Serial Entrepreneur at Serial Entrepreneur

David Saab

Serial Entrepreneur
Serial Entrepreneur

Ben Emons

Managing Director, Head of Global Macro Strategy
Medley Advisors

10:10 am - 10:40 am ESG 360 Perspective LIVE Q&A Evaluating the latest and greatest ESG and impact investing initiatives: How can you develop success metrics and trading standards to separate ‘green washing’ from real opportunities and successfully integrate ESG in a global sustainable portfolio?

Giulia Pellegrini, Deputy CIO - Emerging Markets Fixed Income, Portfolio Management & ESG at Allianz Global Investors

Giulia Pellegrini

Deputy CIO - Emerging Markets Fixed Income, Portfolio Management & ESG
Allianz Global Investors

Susan Hutman, Head of Credit Research & Responsible Investing, Fixed income at AllianceBernstein

Susan Hutman

Head of Credit Research & Responsible Investing, Fixed income
AllianceBernstein

Matthew Scharpf, Vice President, Fixed Income Sales, Derivatives, Funding & Financing – Americas at Eurex

Matthew Scharpf

Vice President, Fixed Income Sales, Derivatives, Funding & Financing – Americas
Eurex

Marie Vrakking, Independent Expert at Independent Expert

Marie Vrakking

Independent Expert
Independent Expert

10:40 am - 10:55 am Speed Networking Break: Is remote-working the new normal?

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 views on the evolution of remote-working and how your firm is adapting to this new way of working before moving into the next Zoom room.

EMBRACING ELECTRONIFICATION

10:55 am - 11:25 am Multi-Asset Panel Discussion LIVE Q&A Key lessons learned across asset classes: What aspects of equities and FX processes and technology lend themselves to fixed income markets and how can you adapt your trading desk to take advantage?

Michael O’Brien, Head of Trading at Eaton Vance

Michael O’Brien

Head of Trading
Eaton Vance

Liakos Papapoulos, Senior Investment Manager, Treasury at MN Investment Management

Liakos Papapoulos

Senior Investment Manager, Treasury
MN Investment Management

Brad Levy, President & Chief Commercial Officer at Symphony

Brad Levy

President & Chief Commercial Officer
Symphony

Michael Chin, CEO at Broadway Technology

Michael Chin

CEO
Broadway Technology

Audrey Blater, Research Director at Aite Group

Audrey Blater

Research Director
Aite Group

11:25 am - 12:05 pm LIBOR Transition Panel Discussion LIVE Q&A The final countdown: How can you leverage innovations in technology to efficiently complete your LIBOR transition plans and meet the 2021 deadline?

James Wallin, Senior Vice President, Fixed Income at AllianceBernstein

James Wallin

Senior Vice President, Fixed Income
AllianceBernstein

Alexandre Hardouin, Head of Rates at Refinitiv

Alexandre Hardouin

Head of Rates
Refinitiv

Bhas Nalabothula, Managing Director, Head of European Institutional Rates at Tradeweb

Bhas Nalabothula

Managing Director, Head of European Institutional Rates
Tradeweb

Adam St. Germain, Senior Investment Risk Analyst at Loomis, Sayles & Company

Adam St. Germain

Senior Investment Risk Analyst
Loomis, Sayles & Company

Michael Koegler, Managing Principal at Market Alpha Advisors LLC

Michael Koegler

Managing Principal
Market Alpha Advisors LLC

12:05 pm - 12:35 pm Muni Bonds Fireside Chat LIVE Q&A Moderanization of Muni bond trading: How is the growth in electronic trading, data availability and increased platform competition disrupting municipal bond trading?


Daniel Blonshteyn, Head of Municipal Desk at J.P. Morgan Asset Management

Daniel Blonshteyn

Head of Municipal Desk
J.P. Morgan Asset Management

John Bagley, Chief Market Structure Officer at Municipal Securities Rulemaking Board

John Bagley

Chief Market Structure Officer
Municipal Securities Rulemaking Board

Mark Heckert, Chief Product Officer at ICE Data Services

Mark Heckert

Chief Product Officer
ICE Data Services

Dan Barnes, Editor at The Desk

Dan Barnes

Editor
The Desk

Stephen Winterstein, Head of Municipal Fixed Income at MarketAxess

Stephen Winterstein

Head of Municipal Fixed Income
MarketAxess

12:35 pm - 1:20 pm Lunch Break


PORTFOLIO STRATEGY & ASSET ALLOCATION

1:20 pm - 1:40 pm ETFs Fireside Chat LIVE Q&A Exploring the benefits of ETFs beyond greater liquidity access: How will new tech shape the evolution of the ETF ecosystem and how can you build an effective ETF bundle to drive greater returns?

Rene Casis, Portfolio Manager at American Century Investments

Rene Casis

Portfolio Manager
American Century Investments

Bill Ahmuty, Head of SPDR ETF Fixed Income Group at SSGA

Bill Ahmuty

Head of SPDR ETF Fixed Income Group
SSGA

Spencer Mindlin, Senior Analyst at Aite Group

Spencer Mindlin

Senior Analyst
Aite Group

1:40 pm - 2:20 pm Portfolio Trading Panel Discussion LIVE Q&A Assessing the impact of portfolio trading: How can you re-design your desk to best adjust to increased volumes, changes in daily flow and the impact on market liquidity to rebalance trades?

Mike Dimitri, Global Head of Leverage Credit Trading at Goldman Sachs Asset Management

Mike Dimitri

Global Head of Leverage Credit Trading
Goldman Sachs Asset Management

Brandon Matsui, Senior Portfolio Manager at DW

Brandon Matsui

Senior Portfolio Manager
DW

Ted Husveth, Managing Director, Credit Product Manager at Tradeweb

Ted Husveth

Managing Director, Credit Product Manager
Tradeweb

Chris Hefferman

Head of Fixed Income Sales
Flow Traders

Matthew Walters, Portfolio Trading Product Specialist at MarketAxess

Matthew Walters

Portfolio Trading Product Specialist
MarketAxess

Audrey Blater, Research Director at Aite Group

Audrey Blater

Research Director
Aite Group

2:20 pm - 2:40 pm Buy Side Panel Discussion LIVE Q&A Everybody needs yield: How can you best diversify your portfolio and leverage automation to better counteract risks and boost returns?

Whitney Watson, Global Head of Fixed Income Risk Management & Portfolio Construction at Goldman Sachs Asset Management

Whitney Watson

Global Head of Fixed Income Risk Management & Portfolio Construction
Goldman Sachs Asset Management

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

Zack Ellison

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

Ben Emons

Managing Director, Head of Global Macro Strategy
Medley Advisors

2:40 pm - 2:55 pm 360 Perspective LIVE Q&A - Capitalizing on alpha opportunities in Emerging Markets: How can you best factor in shifting geo-politics risks and the impact of new investment trends such as crypto currencies in your portfolio mix to make a strategic allocation to EMD?

Nick Eisinger, Co-Head of Emerging Markets Active Fixed Income at Vanguard

Nick Eisinger

Co-Head of Emerging Markets Active Fixed Income
Vanguard

Ben Emons

Managing Director, Head of Global Macro Strategy
Medley Advisors

2:55 pm - 3:00 pm End of Plenary Sessions

THINK TANKs - Join your peers for peer-to-peer discussions taking place under the Chatham House Rule

3:00 pm - 3:45 pm Diversity & Inclusion Think Tank How can you overhaul your recruitment program to increase diversity across your trading desk and benefit from diverse skillsets that drive performance?

Anne P Colucci, Managing Director and Associate Director, Global Trading at Wellington Management

Anne P Colucci

Managing Director and Associate Director, Global Trading
Wellington Management

Jennifer Litwin, Vice President, Head of Financial Services at The Forem

Jennifer Litwin

Vice President, Head of Financial Services
The Forem

3:00 pm - 3:45 pm LIBOR Transition Think Tank How can you best prepare to assess the pros and cons of each potential replacement rate for USD LIBOR to achieve a smooth and efficient transition and mitigate impact on swaps trading?

Michael Koegler, Managing Principal at Market Alpha Advisors LLC

Michael Koegler

Managing Principal
Market Alpha Advisors LLC

Meredith Coffey, Executive Vice President, Research & Public Policy at LSTA

Meredith Coffey

Executive Vice President, Research & Public Policy
LSTA

End of FILS USA Virtual Day 2