Fixed Income Leaders USA Summit 2020

December 08 - 10, 2020

Online (ET)

Day 1 - Tuesday 8 December 2020

**All times are in EST**

All times are in EST

8:15 am - 8:20 am Welcome Address: Irene Cerquaglia, Editorial Director, Fixed Income Leaders Summit

8:20 am - 8:30 am Chairperson’s Opening Remarks


Kevin McPartland, Head of Market Structure Research at Greenwich Associates

Kevin McPartland

Head of Market Structure Research
Greenwich Associates

THRIVING IN A POST COVID-19 WORLD

8:30 am - 8:50 am Buy Side CEO Keynote Interview: Talking 2020, talent, diversification and resilience - How can you retain a competitive edge in a COVID-19 world and succeed in tomorrow’s market landscape?

  • How has AB reacted to a global pandemic and a highly volatile market, and what are the opportunities moving forward?
  • The road to success: How AB is positioned to invest in technology, differentiated return streams and widening its footprint on a global scale
  • The role of fixed income: How AB has developed a FICC strategy to remain competitive and diversify its offering by moving away from one core value-oriented equities strategy
  • Nashville and talent: How is this opportunity allowing them to recruit higher quality, diverse and talented staff more effectively?
Seth Bernstein, Chief Executive Officer at AllianceBernstein

Seth Bernstein

Chief Executive Officer
AllianceBernstein

Dan Barnes, Editor at The Desk

Dan Barnes

Editor
The Desk

8:50 am - 9:20 am Buy Side All Star Panel: The evolution of the buy side DNA - How has COVID-19 disrupted your trading desk and how can you implement a successful recovery roadmap to tap into new opportunities?

  • How has smart working, remote connection, and reduced hours disrupted and influenced the future of the trading desk?
  • What are the most critical technological areas you need to invest in now to stay ahead of the curve, and what steps should you take to incorporate these on your desk?
  • New skillsets for shifting priorities: How can you bring in new talent to shake-up your desk and leverage new eTrading capabilities?
  • New frontiers in fixed income investing: How is technology opening new avenues and products for your desk and how can you take advantage of these to maximize returns for your investors?
  • The future of fixed income: How do the buy side view the evolution of fixed income markets and what steps will they take to ensure they are continuing to lead from the front?
Sonali Pier, Executive Vide President at PIMCO

Sonali Pier

Executive Vide President
PIMCO

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

Dwayne Middleton

Global Head of Fixed Income Trading
T.Rowe Price

Tracy Rucker-Wilson, Head of US Fixed Income Derivatives at Vanguard

Tracy Rucker-Wilson

Head of US Fixed Income Derivatives
Vanguard

Karl W Lohninger, Executive Director – Corporate Credit Trader at JP Morgan Asset Management

Karl W Lohninger

Executive Director – Corporate Credit Trader
JP Morgan Asset Management

Kevin McPartland, Head of Market Structure Research at Greenwich Associates

Kevin McPartland

Head of Market Structure Research
Greenwich Associates

9:20 am - 9:50 am The Beyond 2020 View on Liquidity: The liquidity landscape of tomorrow - How are traditional players and alternative liquidity providers re-shaping global fixed income markets in an era of low yield and fee compression?

  • Assessing the state of fixed income liquidity: How have the mechanics of the market changed and how will they evolve with increased electronification and new market entrants?
  • How can you measure the execution quality around different forms of liquidity to establish the best path to trade?
  • Moving to liquidity enhancement: How can you get more creative with liquidity management in a negative or low yield rate world?
  • How is the late cycle dynamic going to impact yield and what is the buy side preferred space to have more access to liquidity?
  • 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?
Stefano Pasquali, Managing Director, Head of Liquidity Research at BlackRock

Stefano Pasquali

Managing Director, Head of Liquidity Research
BlackRock

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.

Kevin McPartland, Head of Market Structure Research at Greenwich Associates

Kevin McPartland

Head of Market Structure Research
Greenwich Associates

9:50 am - 10:10 am Industry Keynote: How is the trading ecosystem evolving and what will the dealer-broker relationship look like in 5 years?


Dan Veiner, Global Head of Fixed Income Trading at Blackrock

Dan Veiner

Global Head of Fixed Income Trading
Blackrock

Lee Olesky, CEO at Tradeweb

Lee Olesky

CEO
Tradeweb

All times are in EST

10:10 am - 10:30 am Networking Break - Turn your camera on to connect and discuss with your FILS peers during our virtual networking break

FUTURE-PROOFING YOUR DESK

10:30 am - 11:00 am Buy Side Panel Discussion - Embracing a new era of fixed income: What should the optimal FICC infrastructure look like to enhance your desk potential and achieve operational alpha?

  • How can you use your new technology infrastructure as your competitive advantage to increase alpha generation?
  • Optimizing the desk: How can you automate the trading desk by using AI, Machine learning and data analytics to give you an edge?
  • Standardizing and normalizing data: How can the industry co-operate on data to achieve greater operational efficiency?
  • Addressing the cost issues: How can you innovate whilst being budget efficient, and how can the sell side and buy side better co-operate to drive innovation forward?
  • How can vendors develop bespoke technologies and offer services that better suit smaller buy side firms?
Russell Budnick, Head of Taxable Fixed Income at JP Morgan WM

Russell Budnick

Head of Taxable Fixed Income
JP Morgan WM

Ray Uy, Global Head of Fixed Income at Invesco

Ray Uy

Global Head of Fixed Income
Invesco

Per Loven, Strategic Relationship Manager at Itiviti

Per Loven

Strategic Relationship Manager
Itiviti

John Adam, Managing Director, Head of Trading Product Management - Aladdin at BlackRock

John Adam

Managing Director, Head of Trading Product Management - Aladdin
BlackRock

Kevin McPartland, Head of Market Structure Research at Greenwich Associates

Kevin McPartland

Head of Market Structure Research
Greenwich Associates

11:00 am - 11:30 am Panel Discussion: Modernization of the Bond Market - How has the recent adoption of fixed income ETFs and other fixed income index exposures driven rapid transformation in the market and how can you leverage them on your trading desk?

Steve Laipply, U.S. Head of iShares Fixed Income ETFs at BlackRock IShares

Steve Laipply

U.S. Head of iShares Fixed Income ETFs
BlackRock IShares

Karthick Chandrasekaran, Executive Director at IHS Markit

Karthick Chandrasekaran

Executive Director
IHS Markit

Kenneth Monahan, Senior Analyst at Greenwich Associates

Kenneth Monahan

Senior Analyst
Greenwich Associates

11:30 am - 12:00 pm Panel Discussion: Navigating market volatility: How did AI and ML tools fare in 2020 and what lies ahead as this technology matures?


Muting Ren, Senior Credit Quant Researcher & PM at AllianceBernstein

Muting Ren

Senior Credit Quant Researcher & PM
AllianceBernstein

Bill Gartland, CFA, Chief Product Officer at LTX

Bill Gartland

CFA, Chief Product Officer
LTX

Kristina Fan, Founder and CEO at 7-Chord

Kristina Fan

Founder and CEO
7-Chord

Yue Malan, Senior Analyst at Aite Group

Yue Malan

Senior Analyst
Aite Group

All times are in EST

12:00 pm - 1:00 pm Lunch Break


12:00 pm - 1:00 pm Lunch & Learn Virtual Round Table - Intro to Trumid: Turn your camera on and join the Trumid Team for an introduction (or re-introduction) to our trading platform and workflow tools

Sponsors:
Trumid




BONDS

1:00 pm - 1:30 pm Fireside Chat: Navigating the rise of new electronic trading protocols in the corporate bond market: How can you determine which protocol and pre-trade tools will help optimize execution?


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

Dwayne Middleton

Global Head of Fixed Income Trading
T.Rowe Price

Jason Quinn, Chief Product Officer at Trumid

Jason Quinn

Chief Product Officer
Trumid

Brandon Logigan, Senior Trader at Diameter Capital

Brandon Logigan

Senior Trader
Diameter Capital

1:30 pm - 1:50 pm Fireside Chat *CHATHAM HOUSE RULE* - Beyond best execution: How can you aggregate your fragmented sources of pre and post trade data to enhance your decision making process and boost portfolio performance?


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

Nick Steinbach

Global Head of Fixed Income Trading
AQR Capital Management

Brad Bailey, Research Director, Capital Markets at Celent

Brad Bailey

Research Director, Capital Markets
Celent

Preston Schiroky, Head of Fixed Income at Athanor Capital

Preston Schiroky

Head of Fixed Income
Athanor Capital

Robert Daly, Head of Fixed Income at Glenmede Investment Management

Robert Daly

Head of Fixed Income
Glenmede Investment Management

Russell Feldman, Chief Operating Officer at IMTC

Russell Feldman

Chief Operating Officer
IMTC

Dan Taylor, CFA, Head of Client Solutions at BondIT

Dan Taylor

CFA, Head of Client Solutions
BondIT

Ari Burstein, President at Capital Markets Strategies

Ari Burstein

President
Capital Markets Strategies


Steve Chylinski, Head of Fixed Income Trading at Eagle Asset Management

Steve Chylinski

Head of Fixed Income Trading
Eagle Asset Management

Karl W Lohninger, Executive Director – Corporate Credit Trader at JP Morgan Asset Management

Karl W Lohninger

Executive Director – Corporate Credit Trader
JP Morgan Asset Management

Kashif Ishaq, Head of Fixed Income Trading at Macquarie Investment Management

Kashif Ishaq

Head of Fixed Income Trading
Macquarie Investment Management

Vuk Magdelinic, CEO at Overbond

Vuk Magdelinic

CEO
Overbond

Brad Bailey, Research Director, Capital Markets at Celent

Brad Bailey

Research Director, Capital Markets
Celent

3:10 pm - 3:25 pm Networking Break


3:25 pm - 3:45 pm Fireside Chat: High touch vs. low touch trading - What aspect of your credit trading flow should you automate and where do you need to retain the human touch?

  • Separating hype from reality: What elements of your desk are essential to automate from the start rather than ‘nice to have’ add-ons?
  • Looking at real case examples: How to have realistic expectations on automation and what real benefits it can bring to the desk
  • High touch vs. low touch trading: What can you automate in order to focus trader resources where they are truly needed?
  • How can you adapt your trader skillset in a low touch environment?
Christopher A. Coccoluto, Head of Investment Grade Bond Trading at Manulife Asset Management

Christopher A. Coccoluto

Head of Investment Grade Bond Trading
Manulife Asset Management

Scott Schroeder, SVP - Credit Trading at Macquarie Investment Management

Scott Schroeder

SVP - Credit Trading
Macquarie Investment Management

3:45 pm - 4:05 pm Case Study: Building trading systems in the cloud - How the Tortoise can beat the Hare in Fixed Income markets


Steve Toland, Founder at TransFICC

Steve Toland

Founder
TransFICC

4:05 pm - 4:45 pm All Star Panel: Leading by example - How can a diverse and dynamic team structure that taps into different backgrounds and skill-sets be used as the driving force behind a successful fixed income business?


Ingrid Jacobs, VP, Chief Diversity Officer at Eaton Vance

Ingrid Jacobs

VP, Chief Diversity Officer
Eaton Vance

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

Anne Walsh, Chief Investment Officer at Guggenheim Partners

Anne Walsh

Chief Investment Officer
Guggenheim Partners

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

Jennifer Litwin

Vice President, Head of Financial Services
The Forem

4:45 pm - 4:45 pm Close of Plenary Content


Join your peers for buy-side only discussions taking place under the Chatham House Rule.

HEADS OF FIXED INCOME and PMs THINK TANKS

4:50 pm - 5:30 pm THINK TANK - Next generation trade analytics: How can the industry better collaborate to set new standards to accelerate fixed Income best execution?


Brian Mandirola, Head of Trading at Hartford Investment

Brian Mandirola

Head of Trading
Hartford Investment

End of Day 1 FILS USA Virtual