Fixed Income Leaders USA 2024
June 12 - 14, 2024
Omni Boston Hotel at the Seaport
Day 2 - 24th June 2022
*All timings are in CST*
8:20 am - 8:50 am
Registration and Refresh & Recharge Breakfast
8:50 am - 9:00 am
Chairperson’s Opening Remarks
Zack Ellison, CFA, CAIA -
Managing General Partner & CIO,
A.R.I. Venture Debt Opportunities Fund
Zack Ellison, CFA, CAIA
Managing General Partner & CIOA.R.I. Venture Debt Opportunities Fund
TOP INVESTMENT TRENDS TO WATCH
9:00 am - 9:20 am
CIO Keynote Interview: What are the top 3 trends in fixed income and how is the market expected to stabilize following a year of heightened uncertainty to achieve greater returns post-pandemic?
Robin Foley -
Chief Investment Officer, Fixed Income,
Fidelity Investments
Nancy Davies -
Chief Investment Officer,
Quadratic Capital Management
Zack Ellison, CFA, CAIA -
Managing General Partner & CIO,
A.R.I. Venture Debt Opportunities Fund
· What are the long-term impacts of Covid-19 on Fixed Income market structure and the dealing desk?
· How have recent geo-political events affected the fixed income landscape and emerging markets and which investment approaches will transform your portfolio?
· How are travel, labor costs and the price of goods impacting the growth outlook and what are the main risks that will impact your fixed income strategies?
· Talking inflation and interest rates: How are central banks going to create organic fiscal and monetary stimulus and what does this mean for the market?
· Volatility outlook for 2022: What are the major catalysts that will trigger volatility and how can you best prepare for these changes?
Zack Ellison, CFA, CAIA
Managing General Partner & CIOA.R.I. Venture Debt Opportunities Fund
9:20 am - 9:40 am
Macro Keynote Panel: Interest rates, Inflation and Taper Tantrum: How are political tensions and surging energy costs could impact global inflation and how will the macroeconomic outlook impact global Fixed Income markets and your portfolio?
Thomas Kennedy -
Managing Director, Chief Investment Strategist,
J.P Morgan Private
Lee Bartholomew -
Global Head of Derivatives Product R&D Fixed Income,
Eurex
Marc Chandler -
Chief Market Strategist, Managing Partner,
Bannockburn Global Forex
- How will the FED’s tapering impact the investment curve and what does it mean for re-investment policies and funding markets?
- What are Central Banks doing to focus on global recovery and how will global inflation dynamics and monetary policies influence US economy and fixed income specifically?
- How will the macroeconomic outlook impact your strategic asset allocation and what are the latest predictions on how interest rates will affect the return profile of fixed income investments?
- To what extent is the rise of inflation transitory or is it more durable than markets predicted, and what does it mean for the long-term global growth prospects?
- Will Central Banks be able to exit from this historic rise of balance sheets and record bonds without disrupting the market?
- What impact will the Russia and Ukraine conflict have on financial markets, and will it lead to a period of stagflation and recession?
- How can the divergence of monetary policy create interesting opportunities in a world where evaluations are low in risk and what the return profile looks like for fixed income?
9:40 am - 10:00 am
Keynote Regulatory Address: What are the latest market structure and mandatory clearing initiatives and how are they set to impact the fixed income trading desk?
Nicholas Steele -
Director of Analysis, Financial Stability Oversight Council, US Treasury,
U.S. Department of the Treasury
- Recent Treasury debt issuance decisions in the context of the outlook for government financing
- The outlook for inflation-linked debt issuance in the current market environment
- Substantial, ongoing work of the official sector to strengthen Treasury market resilience
- Efforts underway to improve Treasury market transparency
Nicholas Steele
Director of Analysis, Financial Stability Oversight Council, US TreasuryU.S. Department of the Treasury
10:00 am - 10:30 am
Market Structure Keynote Panel: What are the latest regulatory updates that are impacting market infrastructure and how are they helping to enhance a promote a stable marketplace to increase investor protection?
Michael Winnike -
Director of Market Structure,
BlackRock
Lindsey Weber Keljo -
Head, Asset Management Group (AMG) and Associate General Counsel,
SIFMA
James Wallin -
Senior Vice President, Fixed Income,
AllianceBernstein
Ø What are the liquidity ramifications of the latest bond regulatory changes and how can the implementation process be improved to better support market participants?
Ø What are the implications of cleared repo for the treasury market and how will this impact the fixed income landscape?
Ø The 15c2-11 rule: What does the enforcement of this rule mean for fixed income products and how can it be amended to reflect the differences between fixed income markets and OTC equity markets?
Ø How is all-to-all trading evolving and what does it mean from a regulatory standpoint?
Need a pick-me-up after enjoying the hustle of bustle of Nashville’s nightlife?
Grab a bagel packed with goodness, bound to revitalize and energize so you can make the most of connecting with your peers and meeting with hand-picked providers before the end of the event.
A round table discussion on improving opportunities for women in capital markets. Covering everything from communication, self-branding and career progression, and how diversity should be used as a competitive advantage on your fixed income desk. We encourage both men and women to attend this session and discuss this hugely important topic in the industry. The Bloomberg Electronic Trading Solutions business has formally launched a new community titled "Women in Electronic Trading." This newly created initiative is dedicated to enhancing the role of women in the trading industry.
We encourage both men and women to attend this session and discuss this hugely important topic in the industry,
Limited space, 40 attendees only – please email emma.donaldson@wbr.co.uk to reserve space.
11:00 am - 11:30 am
ESG Panel Discussion: The growing impact of ESG on fixed income investments: How can you leverage alternative data sets to unlock new insights that drive greater returns from your ESG portfolio?
Erin Bigley -
Head of Fixed Income Responsible Investing,
AllianceBernstein
Larry Lawrence -
Senior Director, Sustainable Finance Data,
ICE
Myles McGuinness -
Chief Executive Officer,
Financial Markets Standards Board (FMSB)
· How can you overcome pain points around integrating ESG into portfolios, training challenges, client’s support, and industry standards?
· How can alternative data sets be integrated in traditional portfolio management considerations to detect sources of value and of risk that have not yet appeared in financial data?
· How can you leverage third parties and technology to tap into valuable data and extract value for your ESG considerations and better returns?
· How can you work with index providers and rating agencies to measure your success?
· Active vs. passive: Which investment philosophy best lends itself to ESG and what are the pros and cons of each approach?
· How are asset managers building data to create their own evaluation models and what are the implications for the global ESG framework?
SPECIAL GUEST SPEAKER
11:30 am - 11:50 am
Keynote Address from SkyBridge’s Founder & Former White House Communications Director - Investing in the crypto revolution: How can digital assets help safeguard your investments from an uncertain future?
Anthony Scaramucci -
Former Communications Director - The White House,
Founder, SkyBridge
THE FUTURE OF THE TRADING DESK
11:50 am - 12:30 pm
Automation Keynote Panel: Revolutionising investment and trading: How are advancements in data analytics and automation driving greater connectivity between PMs and traders to boost alpha generation and achieve execution efficiencies?
Muting Ren -
Senior Credit Quant Researcher & Portfolio Manager,
AllianceBernstein
Britni Ihle -
Head of NAM GSP Algo Trading,
Citigroup
Greville Lucking -
CEO,
AxeTrading
Gareth Coltman -
Global Head of Automation,
MarketAxess
Marcel Chambers -
Head of Global Business Development,
Chartis Research
· How can traders, PMs and research specialists foster conversation, build trust and expertise?
· How can traders add value through technology and electronic platforms and what are the key factors that will generate value for the investment process?
· How can increased collaboration across functions add value to liquidity conversations and help cutting through the noise to create alpha?
· How is the trading desk changing to better support PMs on fragmentation of fixed income products?
· How can traders best manage orders to influence investment products and how can PMs rely on the information traders provide them with?
· How can the trading team advise on how to get better execution and achieve different risk profiles to collectively make an accurate assessment on trades?
12:30 pm - 1:00 pm
Shark Tank: 3 start-ups. 5-minute pitch each. 1 stage. A room of potential users.
Duncan Rowland -
CEO & Founder,
Migrations
Divyesh Bhakta -
CEO and Co-Founder,
FinOptSys
Lucio Biase -
Co-Founder,
Liquidity Lock Global Markets
Mark Davies -
CEO,
Liquidity Lock Global Markets
Dan Barnes -
Editor,
The Desk
Alex Reyfman -
CEO,
Tradewell Technologies
Get a sneak peek into the most innovative FinTech offerings to see how they can help you solve some of your biggest pain points
Join our fixed income sharks during this exciting ‘Shark Tank’ style session, where you will hear from four new and innovative start-up FINTECH firms as they present their offerings in a bid to win first place. Listen up as the ’dragons’ review the technologies’ benefits to your business, predict their future success and deliver their verdicts. The ultimate decision is in your hands though, as the audience get to vote for their favorite. Will you find the next big thing?
Relax with a glass of fizz at the end of the day as you reflect on the latest market insights and industry updates shared over the past couple of days.
These interactive roundtables provide the perfect opportunity to sum-up your findings, consolidate new connections and collaborate on lessons learnt with your fixed income peers, whilst we pour the bubbly.
Join our Chatham House Fixed Income Working Groups, where you will have the option to join a roundtable with 10 of your peers. Take the perfect opportunity before you leave to share ideas and best practice processes with your fixed income peers around a particular challenge or opportunity and walk away with practical solutions, which you can apply when you are back at your desk.
