Fixed Income Leaders USA Summit 2019

June 18 - 20, 2019

Philadelphia 201, Philadelphia

44 (0)207 368 9576

Agenda Day 2 - Thursday June 20th 2019

7:50 am - 8:25 am Registration and Breakfast

8:25 am - 8:30 am Chairperson’s Opening Remarks

David Bullen - Director & Founder, Lorgwood Limited
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David Bullen

Director & Founder
Lorgwood Limited

NEW FRONTIERS IN FICC TRADING

8:30 am - 9:00 am CIO Keynote Interview - Evaluating the top 5 US investment trends that will dominate fixed income markets over the next 12 months and how can you best position your portfolio to benefit?

David Saab - Managing Director Aperture Investors Christopher Gunster - Head of Fixed Income Portfolio Management, U.S. Trust Robert Tipp - Managing Director, Chief Investment Strategist, PGIM Anne Walsh - CIO, Fixed Income, Guggenheim Partners
- Globalisation vs. Nationalism: What impact will this have on the whole fixed income market structure and is nationalism white noise?
- Diversifying your portfolio: What are the drivers for a successful portfolio over the next 12 months and how can you position yourself? 
- Where are the opportunities for fixed income investing in 2020 and what factors will drive these?
- Thinking ‘out of the box’: How can you use non-traditional strategies to drive your fund business and generate returns for your investors?

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David Saab

Managing Director
Aperture Investors

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Christopher Gunster

Head of Fixed Income Portfolio Management
U.S. Trust

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Robert Tipp

Managing Director, Chief Investment Strategist
PGIM

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Anne Walsh

CIO, Fixed Income
Guggenheim Partners

9:00 am - 9:20 am Macro Keynote - Trade wars, geo-politics and central bank intervention: What are the economic fundamentals are driving fixed income investments globally?

Joe Lieber - Director of Research and Political Analys, Washington Analysis
- Interest rate and economic growth differentials: What impact will this have on financial flows and what does this mean for your fixed income business over the next 12 months?
- 6 months of democratic congress vs. Trump’s trade wars: How is instability affecting the economy and financial services?
- What are the three biggest fundamental forces that will impact the US economy how should you factor these movements in your investment decisions?
- The buy side juggling act: With the ongoing pressures of rising rates and cost reduction, how are can you transform the environment from challenge to opportunity?

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Joe Lieber

Director of Research and Political Analys
Washington Analysis

European Representative:  Lee Sanders, Head of Execution FX and UK & Asia Fixed Income Trading, AXA Investment Management
USA Representative:  Dwayne Middleton, Head of Global Fixed Income Trading, Morgan Stanley Investment Management
Asia Representative:
- How do investment choices differ in EU, USA and Asia and how does this have an impact on the global fixed income environment?
- Where are the opportunities in the global market given the constantly evolving regulatory landscape and how are global buy side firms preparing for long term survival?
- What does innovation look like in EU, USA and Asia and what can you take from your global counterparts?

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David Bullen

Director & Founder
Lorgwood Limited

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Lee Sanders

Head of FX Execution, FX, Fixed Income & CDS Trader
AXA Investment Management

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Dwayne Middleton

Executive Director, Head of US Fixed Income Trading
Morgan Stanley Investment Management

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Carl James

Global Head of Fixed Income Trading
Pictet Asset Management

9:50 am - 10:10 am Fireside Chat - The next big shifts in fixed income trading

Billy Hult - President, Tradeweb Supurna VedBrat - Head of Global Trading., BlackRock
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Billy Hult

President
Tradeweb

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Supurna VedBrat

Head of Global Trading.
BlackRock

10:10 am - 10:30 am Central Bank Keynote - The 2019 Treasury debt management strategy: How are they approaching projected large deficits and combating the effects of the FED’s balance sheet normalisation and what potential new products should you expect as a result of this?

Nicholas Steele - Deputy Director of the Office of Debt Management, Treasury
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Nicholas Steele

Deputy Director of the Office of Debt Management
Treasury

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

10:30 am - 11:00 am Women On Wall Street Brunch - Improving the opportunities for women in capital markets: Covering everything from communications, self-branding and career progression and how diversity should be used as a competitive advantage on your fixed income desk

Jennifer Litwin - Senior Vice President, Head of Relationship Management, Greenwich Associates
We encourage both men and women to attend this session and discuss this hugely important topic in the industry
Open to a maximum of 15 delegates
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Jennifer Litwin

Senior Vice President, Head of Relationship Management
Greenwich Associates

10:30 am - 11:00 am Blackrock iShares Invitation Only Workshop - Topic TBC

SPECIAL GUEST SPEAKER

11:00 am - 11:20 am Special Guest Keynote - Big data in 2019: Does search data know something wall street and government data does not?

Apurv Jain - Visiting Researcher, Harvard Business School
Apurv is a visiting researcher at HBS focusing on applying AI and alternative data to better measuring and predicting the macro economy. Join this eye opening session as Apurv will debunk the myths around big data and AI and show how its really being used, today, to make real world predictions.
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Apurv Jain

Visiting Researcher
Harvard Business School

PROSPERING IN THE NEW ENVIRONEMENT

Secure your front row seat as the conference room becomes a battlefield. Witness industry experts fight their corner over the most controversial topics in your industry. Who will deliver the knockout argument to claim victory? Take your place and vote.
TRUE:  Thomas V. Kennedy, Executive Director, Global Head of Fixed Income Strategy, J.P Morgan Private Bank 
TRUE: Liakos Papapoulos, Senior Investment Manager Treasury, MN IM
FALSE:  Ryan Chin, Portfolio Manager, Multi Asset US, Allianz Global Investors 
FALSE:  Mustafa Chowdhury, Managing Director, Head of Rates, Voya Investment Management

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David Bullen

Director & Founder
Lorgwood Limited

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Thomas V. Kennedy

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

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Liakos Papapoulos

Senior Investment Manager Treasury
MN Asset Management

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Ryan Chin

Portfolio Manager, Multi Asset US
Allianz Global Investors

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Mustafa Chowdhury

MD, Head of Rates
Voya Investment Management

12:00 pm - 12:20 pm Industry Innovation - The future of the Fixed Income ecosystem: How are trading counterparty and protocol preferences changing with increased electronification?

Matthew Berger - Global Head of Fixed Income and Commodities Trading., Jane Street
- How can you use liquidity derived from the entire ecosystem to hedge your risk through portfolio trading and create a competitive advantage for your firm? 
- How has electronic trading across the marked increased efficiency and easier access to liquidity?
- Electronic bond trading: How can you use this to boost efficiencies on your desk? 

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Matthew Berger

Global Head of Fixed Income and Commodities Trading.
Jane Street

12:20 pm - 12:50 pm All Star Interview - How are the buy side and sell side working better together be smarter, faster and more cost efficient and what additional benefits can this bring to the buy side?

Kenneth Monahan - Senior Analyst Greenwich Associates George Runsak - Head of Global Fixed Income, Wells Fargo Wealth Management Steven Divittorio - Head of Public Fixed Income Trading, Barings Mark Betteridge - Global Head of Fixed Income and Currency Analytics, Bloomberg
- How can the sell side be more open with their model and ensure clients have access to the quality execution they need?
- How are the sell side using automation to become more cost efficient and what additional benefits can this bring to the buy side?
- How can the buy and sell side work better together to leverage new digital capabilities across fixed income?

Live polling and interactive audience Q&A during this session

Kenneth Monahan

Senior Analyst
Greenwich Associates

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George Runsak

Head of Global Fixed Income
Wells Fargo Wealth Management

Steven Divittorio

Head of Public Fixed Income Trading
Barings

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Mark Betteridge

Global Head of Fixed Income and Currency Analytics
Bloomberg

12:50 pm - 1:10 pm Industry Presentation - Thinking outside the box: How to engineer efficiency in fixed income portfolios to generate alpha in the current cost pressured environment

Stephen Laipply - Managing Director, is the Head of U.S, BlackRock, iShares
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Stephen Laipply

Managing Director, is the Head of U.S
BlackRock, iShares

1:10 pm - 2:10 pm Lunch and Refreshment Break

Meet & Greet Lunch & Networking For All Attendees
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Vik Rao

Global Head of Trading
Capital Group

Scott M. Lopez CFA

Senior Managing Director, Partner, and Director of Global Trading
Wellington Management

Tracks

Track Chair:  David Bullen, Director, Bullen Management

Track A Disruptive Fixed Income Technology

2:10 pm - 2:30 pm Case Study - What Fixed Income e-Trading can learn from Gaming and Netflix: 3 questions to ask your technology team to keep up with the evolving fixed income environment
Steve Toland - Founder, TransFICC
- What can be learned outside of capital markets technology and how this can leveraged on your desk?
- How can you leverage new technology and approaches taken from gaming and media to help build high performance real time systems?
- Keeping flexible: How can you think out the box to scale up your systems whilst still having flexibility to keep with up with pace of change 

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Steve Toland

Founder
TransFICC

Track A Disruptive Fixed Income Technology

2:30 pm - 2:50 pm Case Study - Quant investing: How are firms keeping the “human touch” whilst using innovative technologies to leverage alternative data sets in their investment process?
Amit Deshpande - Head of Fixed Income Quantitative Investments & Research, T.Rowe Price

Amit Deshpande

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

Track A Disruptive Fixed Income Technology

2:50 pm - 3:10 pm Listed Derivatives - Credit Default Swaps - Interview Bringing blockchain to the mass market: What are the current deficiencies around scalability and how can they be overcome?
David Bullen - Director & Founder Lorgwood Limited Amit Kaushik - Head of Quantitative Research and Portfolio Manager, SciFeCap
- How can you clear and settle trades on current blockchain infrastructure and what does this mean for the future of fixed income?
- How has DLT and blockchain come to the fore and what does this mean for data storage and management?
- Reducing reliance on the clearing system- What does blockchain offer and how have trades already been settled outside the traditional clearing and settlement structure in a legal manner? 
- Assessing future potential- How is this technology being implemented in capital markets now and what are the timelines to upgrade and scale the technology in a live environment?
- What are the biggest challenges of implementing and integrating this technology into current fixed income infrastructure?

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David Bullen

Director & Founder
Lorgwood Limited

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Amit Kaushik

Head of Quantitative Research and Portfolio Manager
SciFeCap

Track Chair:  Jennifer Litwin, Senior VP, Head of Relationship Management, Greenwich Associates
- What is the perfect recipe for hiring, training and retaining top talent in today’s highly competitive market conditions?
- Defining diversity: What does it mean for different organisations?
- Matching skill-set, talent development and organisation objectives: What are the real challenges this industry faces and how are things changing?
- What are the newer skill-set requirements for successful trading desks and how can diversity fit into this?

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Jennifer Litwin

Senior Vice President, Head of Relationship Management
Greenwich Associates

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Ingrid Jacobs

Chief Diversity Officer
Eaton Vance Management

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Charles Curry

Head of Fixed Income and Co-CIO
FIS Group

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Anne P Colucci

Managing Director and Business Manager, Global Fixed Income Trading
Wellington Management

Cauldon Quinn

Chief Executive Officer
Bancroft Capital

Track B Building A Winning Trading Culture

2:50 pm - 3:10 pm Multi-Asset Fixed Income - 360 Perspective How has the rise of new eTrading and automation impacted the performance of trading strategies and the skillset required in your team?
Jennifer Litwin - Senior Vice President, Head of Relationship Management Greenwich Associates Alvin Burgos - Independent Expert, .
- A culture of innovation: How can you build a culture in you team that thrives in this new technology driven landscape?
- What skillsets are now essential for a modern-day trader to thrive in the highly data-driven and automation-led landscape? 
- Addressing the digital skill-gap and the need to innovate: What skills should you now be looking for when hiring for the future? 
- How has increased use of algorithms and automation affected trading teams and how can you prepare for further eTrading growth?

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Jennifer Litwin

Senior Vice President, Head of Relationship Management
Greenwich Associates

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Alvin Burgos

Independent Expert
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Track Chair:  Chris Ferreri, Chief Operating Officer, Hartfield Titus and Donnelly

Track C New Frontiers In Emerging Markets

2:10 pm - 2:30 pm Emerging Markets - Interview - The misunderstood asset class: How to use emerging market corporate bonds as an advantage to build a profitable and diversified portfolio
Mayra Rodriguez Valladares - Managing Principal MRV Associates Jean-Dominique Bütikofer - Head Emerging Markets Fixed Income, Voya Investment Management
- How have emerging market corporate bonds expanded over the last 10 years and how 
- How to use corporate bonds to your advance and include them in your current investment plans?
- What does the rise in corporate bonds mean for sovereign debt and passive investing?
- Assessing the current risk and opportunities with emerging markets corporate bonds 

Mayra Rodriguez Valladares

Managing Principal
MRV Associates

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Jean-Dominique Bütikofer

Head Emerging Markets Fixed Income
Voya Investment Management

- The outlook for 2020 and performance of macroeconomic indicators: Where will you find the most profitable havens?
- Setting up portfolios in new emerging markets: How can efficiencies be improved when gaining access to local markets?
- Hard currency and local currency markets: Where do the best opportunities lie in EM investing in the year ahead?
- Commodity markets, cheap labour, distressed debt, dictators, political instability and much more: What EM themes will dominate the agenda over the nest 12 months?

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Chris Ferreri

Chief Operating Officer
Hartfield, Titus and Donnelly

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Ritirupa Samanta

Managing Director, Global Head of Systematic Fixed Income & Senior Portfolio Manager
FICC State Street Global Advisors

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Phillip Torres

Co-Head of Emerging Markets
Aegon

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Mila Skulkina

Associate Portfolio Manager
Lord Abbett

Mayra Rodriguez Valladares

Managing Principal
MRV Associates

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Suzanne Bishopric

Managing Partner
Global Sovereign Advisors

Track Chair:  Marc Chandler, Market Strategist,  Bannockburn Global Forex
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Marc Chandler

Market Strategist
Bannockburn Global Forex

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Jennifer Hartviksen

CFA, Senior Portfolio Manager, Global High Yield Head of Canada Fixed Income
Invesco

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Art DeGaetano

Founder & Chief Investment Officer
Bramshill Investment

Mike Huff

Senior Director, Portfolio Management & Assets Allocation
TIAA CREF

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Leslie Falconio

Senior Fixed Income Strategist, Head of Tactical Fixed Income Allocation
UBS Wealth Management

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Henley Smith

Senior Vice President
Vanderbilt Asset Management

Track E Workshop - Open to a maximum of 20 attendees

2:10 pm - 3:00 pm Workshop - How can you better interpret body language and non-verbal cues to gain trust in the workplace and gain the competitive edge?
Robin Dreeke - Former FBI Special Agent, & Chief of the Counterintelligence Behavioural Analysis Program, .
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Robin Dreeke

Former FBI Special Agent, & Chief of the Counterintelligence Behavioural Analysis Program
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PREPARING FOR THE NEXT BIG THING

3:10 pm - 3:30 pm FinTech Keynote - Fixed income market disruptors: How is FinTech going to reshape the financial markets ecosystem and how can you adapt your business to remain competitive?

Mark Rodrigues - Partner, Illuminate Financial
- Mergers and acquisitions: What is the reason behind this and how does it effect innovation in the fixed income space?
- Which types of technological innovation do we expect to transform fixed income in the next 5 years?  
- How and why to take advantage of the innovative, lower cost and highly scalable solutions offered by newer and more entrepreneurial suppliers
- Avoid the FinTech hype: How can firms distil the signal from the noise?

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Mark Rodrigues

Partner
Illuminate Financial

3:30 pm - 4:00 pm Fixed Income Shark Tank - Get a sneak peek into the most innovative new FinTech offerings to see how they can help you gain a competitive edge

Miles Kumaresan - Global Head of Trading & Fintech, Nordea Asset Management Mark Rodrigues - Partner, Illuminate Financial Isaac Cecil - CEO, Pre-Rec Geoffrey Fite - Founder and CEO, Fite Analytics
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?
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Miles Kumaresan

Global Head of Trading & Fintech
Nordea Asset Management

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Mark Rodrigues

Partner
Illuminate Financial

Isaac Cecil

CEO
Pre-Rec

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Geoffrey Fite

Founder and CEO
Fite Analytics

4:00 pm - 4:05 pm Chairperson’s Closing Remarks

David Bullen - Director & Founder, Lorgwood Limited
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David Bullen

Director & Founder
Lorgwood Limited

4:05 pm - 4:30 pm Conference Close