Fixed Income Leaders USA 2024

June 12 - 14, 2024

Omni Boston Hotel at the Seaport

Main Day 2 - June 14th

8:30 am - 9:30 am Registration and “A Toast to Friday” Breakfast

Kick-start your morning after enjoying Boston’s vibrant social scene. Grab a bite from our breakfast bar before another exciting day at FILS USA!  

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Myles McGuinness

Chief Executive Officer
Financial Markets Standards Board

A View from the Top: Building Resilient Teams

9:40 am - 10:00 am Buy Side Spotlight Interview: How can an autonomous investment team structure unlock unique investment opportunities, deliver robust operational capability and enhance customer experience for clients?

Jason Gottlieb - President, Artisan Partners Laurie McAughtry - Managing Editor, Best Execution
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Jason Gottlieb

President
Artisan Partners

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Laurie McAughtry

Managing Editor
Best Execution

Adapting to Macroeconomic Trends

As a frequent commentator on the state of the markets, Todd Buchholz brings his experience as a former White House director of economic policy, a managing director of the $15 billion Tiger hedge fund, and a Harvard economics teacher to the cutting edge of economics, fiscal politics, finance, and business strategy. Buchholz is a frequent guest on ABC News, PBS, and CBS, and he recently hosted his own special on CNBC. 

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Todd Buchholz

Former White House Director of Economic Policy and CNBC Regular
The White House

10:30 am - 11:00 am Mediterranean Morning Break

Indulge in a Mediterranean medley: enjoy an array of flatbreads, vibrant dips, and zesty pickles, for a refreshing taste of the sun-kissed coastlines.

10:30 am - 11:30 am Private Workshop

Buy Side Only & Open to a maximum of 20 buy side per session 

Responding to the Evolving Regulatory Landscape

11:00 am - 11:20 am Fireside Chat: How are Basel III, T+1, MiFID II and global regulations impacting the trading desk, market dynamics and investment strategies and what steps should be taken to best adapt to these changes?

Lindsey Weber Keljo - Head – Asset Management Group (AMG), SIFMA Marc Natale - Global Head of Marketing, Presales and GTM, Murex Andy Hill - Senior Director & Deputy Head of Market Practice & Regulatory Policy, ICMA
  • Navigating Basel III Compliance – what are the implications on capital adequacy requirements for fixed income trading desks? 
  • What are the effects of T+1 settlement cycles on trading desk operations and liquidity management and what technological solutions and operational adjustments you need to implement to better streamline settlement processes? 
  • How is the evolving market structure under MiFID II regulations impacting fixed income trading and how are these changes reshaping market transparency, liquidity provision, and best execution practices? 
  • Global Regulations' Ripple Effect: What are the challenges posed by regulatory divergence across jurisdictions and how can we build an harmonized approach to manage cross-border compliance and adapting trading strategies to varied regulatory landscapes? 
  • How is the role of technology, data analytics, and machine learning optimizing investment decision-making to thrive in the face of evolving regulatory and market dynamics? 


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Lindsey Weber Keljo

Head – Asset Management Group (AMG)
SIFMA

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Marc Natale

Global Head of Marketing, Presales and GTM
Murex

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Andy Hill

Senior Director & Deputy Head of Market Practice & Regulatory Policy
ICMA

11:20 am - 11:40 am U.S. Treasury Keynote: How are the latest policy initiatives impacting market structure, financial risk, and digital assets and how can we best collaborate to safeguard financial stability?


11:40 am - 12:00 pm Spotlight on the Treasury market: Cultivating resilience for fair trading: How can the treasury market build greater resiliency to ensure fairer trading, enhanced liquidity and foster public confidence?

Michael Winnike - Director, Market Structure, BlackRock Joseph Leary - Managing Director, Global Head of Digital & Liquidity, BMO Capital Markets Dan Barnes - Editor, The Desk
  • How can transparency play a key role in boosting resiliency in the market and continue to play a critical and unique role in global economy? 
  • How can we have prices that reflect prevailing and expected economic and financial conditions? 
  • How can we work on economic integration across cash, funding and derivatives markets? 
  • What are the financing options that do not pose a significant threat to financial stability? 
  • How can we build an infrastructure that operates effectively and efficiently and continue to play a critical role for the U.S. federal government and global investors? 


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Michael Winnike

Director, Market Structure
BlackRock

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Joseph Leary

Managing Director, Global Head of Digital & Liquidity
BMO Capital Markets

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Dan Barnes

Editor
The Desk

Private Credit: On the Rise or Temporary Fame?

  • How much has the private credit secondary market grown over the last 12 months?  
  • What opportunities does private credit provide in such a volatile market?  
  • Will the demand for secondary deals continue to surge or will this market reach its full potential? 
  • What is the ceiling for the North American private credit market and will we start to see a decrease in demand from investors anytime soon?  
  • Private credit vs fixed income: how does relative value compare and how much appetite do investors have for private credit in the current rate and return environment? 
  • How have losses compared between public and private credit?  
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Amanda Lynam

MD, Head of Macro Credit Research, Portfolio Management Group, Private Markets
BlackRock

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Bill Cole

Principal, Credit Product Specialist
HarbourVest

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Ben Emons

Senior Portfolio Manager
NewEdge Wealth

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Katie Binns

Director of Product Management, Fixed Income & Multi-Asset Indexes
Morningstar Indexes

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William J. Kelly

Chief Executive Officer
CAIA Association

Fixed Income Movers & Shakers

12:30 pm - 12:50 pm Shark Tank: 5 start-ups. 5-minute pitch each. 1 stage. A room of potential users.

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 favourite. Will you find the next big thing?


Start-ups: 

  • Bondway

12:50 pm - 1:40 pm Tex Mex Lunch

Enjoy a symphony of Tex Mex delights during our networking luncheon - where business blends seamlessly with the sizzle of flavors and the celebration!

Track Chair: Andy Hill, Senior Director & Deputy Head of Market Practice & Regulatory Policy, ICMA   

Track A: Embracing the Future of Fixed Income Trading

1:40 pm - 2:00 pm Innovation Presentation: How to leverage technology to cover a broader cross-section of the investment-grade fixed income markets
Sweta Singh - Portfolio Manager, City Different Investments
  • Assessing the state of technology in fixed income currently: Credit, Trading and Portfolio Management  
  • Building your fixed income technology stack: what are the essentials and nice to have 
  • Build versus buy debate: How can you assess and discover efficiently the best-in-class solutions to transform your trading desk? 


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Sweta Singh

Portfolio Manager
City Different Investments

Track A: Embracing the Future of Fixed Income Trading

2:00 pm - 2:30 pm Rising Star Panel: Preparing for the next generation of trading leaders: What are the future skillsets required to thrive in today’s data and tech driven capital markets ecosystem?
Kinzer Jennings - Head of Credit Trading, Morgan Stanely Investment Management Sean McKenna - Senior High Yield Trader, T. Rowe Price Sanaa Clausse - BenAbdelhadi - Senior Director, Head of Business Development, ICMA Dan Barnes - Editor, The Desk

Hear from the rising stars in the industry about what their experiences have been on the fixed income desk so far, and their views on how they see the fixed income market evolving in the next 5-10 years. 

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Kinzer Jennings

Head of Credit Trading
Morgan Stanely Investment Management

Sean McKenna

Senior High Yield Trader
T. Rowe Price

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Sanaa Clausse - BenAbdelhadi

Senior Director, Head of Business Development
ICMA

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Dan Barnes

Editor
The Desk

Track A: Embracing the Future of Fixed Income Trading

2:30 pm - 2:50 pm DE&I Fireside Chat: Launching new DE&I initiatives: How can you meaningfully progress DE&I across fixed income markets to diversify skillsets, attract new talent and boost performance?
Maria Ma - Head of Fixed Income & International Equity Manager Selection & Portfolio Construction, Lincoln Financial Group Will Beck - SVP, Wilshire Sara Levin - Vice President, Institutional Cross Asset Solutions, WallachBeth Capital
  • What initiatives have we seen make an impact and how are organizations measuring the success of their initiatives? 
  • How has hybrid working changed the way we implement DE&I initiatives and how has it changed the make-up of the wider industry?  
  • How are firms looking at intersectionality – across social diversity, race, age etc - and navigating generational shifts? 
  • How do you manage DE&I burnout and keep your workforce engaged?  
  • How do you attract and retain diverse talent and how do you overcome the current challenges of finding new talent? 


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Maria Ma

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

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Will Beck

SVP
Wilshire

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Sara Levin

Vice President, Institutional Cross Asset Solutions
WallachBeth Capital

Track Chair: Kevin Ehrlich, Managing Director, SIFMA

Track B: Unlocking New Investment Opportunities

1:40 pm - 2:00 pm Emerging Markets Debt Interview: How can you navigate today’s attractive EM space to benefit from yield enhancement and greater portfolio diversification?
Kevin Ehrlich - Managing Director, SIFMA AMG Peter Marber - Chief Investment Officer, Emerging Markets, Aperture Investors
  • How has the expansion of trading platforms into new markets helped to drive electronic trading adoption and how will this trend shape your portfolio strategies moving forward?  
  • How will the further development of all-to-all trading choices for these markets accelerate investment opportunities?  
  • What is the diversification benefits Local EM offer to a balanced portfolio?  
  • How can the FED tapering, inflation, commodity exports and balance sheets investors be strong indicators for investors to allocate in local EM countries? 
  • How can you identify high-growth countries and regions and pinpoint opportunities for your portfolio? 


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Kevin Ehrlich

Managing Director
SIFMA AMG

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Peter Marber

Chief Investment Officer, Emerging Markets
Aperture Investors

Track B: Unlocking New Investment Opportunities

2:00 pm - 2:30 pm MBS Spotlight: Investment opportunities guaranteed by the government in the housing market
Alanna McCargo - President, Ginnie Mae


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Alanna McCargo

President
Ginnie Mae

Track B: Unlocking New Investment Opportunities

2:30 pm - 3:00 pm Retail Interview: Assessing the market implications as retail investors increasingly look for opportunities to move into the fixed income space
Rodrigo Paiva - Head of Fixed Income, Avenue Kevin Ehrlich - Managing Director, SIFMA AMG


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Rodrigo Paiva

Head of Fixed Income
Avenue

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Kevin Ehrlich

Managing Director
SIFMA AMG

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.

Bites & Bubbles Working Groups

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. 

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Andy Hill

Senior Director & Deputy Head of Market Practice & Regulatory Policy
ICMA

Trading Working Group 2

2:50 pm - 3:30 pm Applications of AI for liquidity sourcing and defragmentation in fixed income markets

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. 

PM Working Group 1

2:50 pm - 3:30 pm Private Credit and Fixed Income Asset Allocation
Ben Emons - Senior Portfolio Manager, NewEdge Wealth

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. 

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Ben Emons

Senior Portfolio Manager
NewEdge Wealth

PM Working Group 2

2:50 pm - 3:30 pm Crypto

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. 

3:30 pm - 4:30 pm Boston Bourbon Tasting - FILS 2024 Closing Drinks Reception

Join us for an afternoon of spirited connections at our Boston Bourbon Tasting! Step into a world where flavors mingle, and conversations flow as smoothly as aged bourbon. Our carefully curated drinks reception blends the sophistication of networking with the warmth of fine spirits.  

 

So, whether you're a seasoned enthusiast or simply curious to explore, join us for an evening where every sip tells a story, and every handshake spark possibility. Raise your glass to networking, with a spirited twist. Cheers to new beginnings and bourbon-filled memories! 

4:30 pm - 4:30 pm Conference Close