Fixed Income Leaders USA Summit 2020

December 08 - 10, 2020

Online (ET)

Day 3 - Thursday 10 December 2020

**All times are in EST**

All times are in EST

9:00 am - 9:05 am Opening Remarks: Irene Cerquaglia, Editorial Director, Fixed Income Leaders Summit

9:05 am - 9:10 am Chairperson’s Opening Remarks


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

Zack Ellison

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

PORTFOLIO STRATEGY & ASSET ALLOCATION


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

Susan Hutman

Head of Credit Research and Responsible Investing for Fixed income
AllianceBernstein

Alexandra Wilson-Elizondo, Senior Portfolio Manager -  Global Fixed Income at MacKay Shields

Alexandra Wilson-Elizondo

Senior Portfolio Manager - Global Fixed Income
MacKay Shields

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

Ritirupa Samanta

Head of Systematic Fixed Income and Currency Strategy
GMO

Hitendra Varsani, Executive Director at MSCI Research

Hitendra Varsani

Executive Director
MSCI Research

Yovanka Bylander, Head of Client Success North America at ISS ESG

Yovanka Bylander

Head of Client Success North America
ISS ESG

John L. Bowman, CFA, Senior Managing Director at CAIA

John L. Bowman

CFA, Senior Managing Director
CAIA


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

Amit Deshpande, Head of Fixed Income Quantitative Investments & Research at T.Rowe Price

Amit Deshpande

Head of Fixed Income Quantitative Investments & Research
T.Rowe Price

Robert Simnick, Credit Portfolio Specialist at Invesco

Robert Simnick

Credit Portfolio Specialist
Invesco

Chris Bruner, Head of US Credit Product at Tradeweb

Chris Bruner

Head of US Credit Product
Tradeweb

Audrey Blater, Senior Analyst at Aite Group

Audrey Blater

Senior Analyst
Aite Group

10:30 am - 11:00 am Buy Side Fireside Chat: The quest for yield post-pandemic - How can you create a toolkit to enhance yield strategies and consistently meet your investors’ needs in the next 10 years?

  • How can you measure the execution quality around different forms of liquidity to establish the best path to trade?
  • How is technology acting as an enabler for new models to provide new pools of liquidity, and how can you incorporate these into your workflow?
  • Is using multiple trading protocols the best way to give you a wider picture of liquidity and still provide a smooth consistent workflow for your traders?
  • Quant techniques for establishing your execution path: How can you use this to establish liquidity behavior patterns, times of day to trade and pricing to maximize your chances of best execution?
  • What makes the optimum mix of trading protocols to maximize your access to liquidity on a regular basis?
Matthew Woods, Head of Specialized Fixed Income at Wells Fargo Wealth Management

Matthew Woods

Head of Specialized Fixed Income
Wells Fargo Wealth Management

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

Zack Ellison

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

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

11:00 am - 11:20 am Networking Break


Lee Ferridge, Senior Managing Director, Head of Multi-Asset Strategy at State Street Global Markets

Lee Ferridge

Senior Managing Director, Head of Multi-Asset Strategy
State Street Global Markets

Alexandra Wilson-Elizondo, Senior Portfolio Manager -  Global Fixed Income at MacKay Shields

Alexandra Wilson-Elizondo

Senior Portfolio Manager - Global Fixed Income
MacKay Shields

Karina Convers, Senior Credit Analyst at Variant Investments

Karina Convers

Senior Credit Analyst
Variant Investments

Lori Pomerantz, Lead Portfolio Manager, Leveraged Finance at Goldman Sachs Asset Management

Lori Pomerantz

Lead Portfolio Manager, Leveraged Finance
Goldman Sachs Asset Management

11:50 am - 12:20 pm Fireside Chat: Systematic trading and investing - How can you use quant and machine learning to create the ideal investment process and enhance yield?


Matt Tucker, Head of Americas Systematic Fixed Income Strategy at Blackrock

Matt Tucker

Head of Americas Systematic Fixed Income Strategy
Blackrock

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

Ritirupa Samanta

Head of Systematic Fixed Income and Currency Strategy
GMO

Kenneth Monahan, Senior Analyst at Greenwich Associates

Kenneth Monahan

Senior Analyst
Greenwich Associates


Sarah Leshner Carvalho, Vice President, EM Fixed Income at Capital Group

Sarah Leshner Carvalho

Vice President, EM Fixed Income
Capital Group

Jean-Dominique Bütikofer, Head of Emerging Markets at Voya Investment Management

Jean-Dominique Bütikofer

Head of Emerging Markets
Voya Investment Management

Mila Skulkina, Portfolio Manager, Emerging Markets at Lord Abbett & Co

Mila Skulkina

Portfolio Manager, Emerging Markets
Lord Abbett & Co

Roger Horn, Senior Emerging Markets Strategist, Fixed Income Sales & Trading at SMBC Nikko Securities America

Roger Horn

Senior Emerging Markets Strategist, Fixed Income Sales & Trading
SMBC Nikko Securities America

Jeff Grills, Head of Emerging Markets Debt at Aegon Asset Management

Jeff Grills

Head of Emerging Markets Debt
Aegon Asset Management

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

End of FILS USA Virtual