June 18 - 20, 2019
Philadelphia 201, Philadelphia
44 (0)207 368 9576
Global Head of Fixed Income Trading
Mr. Veiner's service with the firm dates back to 2003, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to his current role, he was Head of EMEA Fixed Income Trading based in London. Prior to entering fixed income trading, he was a senior derivatives trader and managed the Americas team responsible for executing trades for the Multi-Asset Strategies and Scientific Active Equity groups. Before joining BGI, he was an options market maker trading on the Pacific Stock Exchange floor backed by Group One Trading L.P.
Executive Director, Head of US Fixed Income Trading
Morgan Stanley Investment Management
Dwayne is head of Global Fixed Income Trading on the Global Fixed Income team. He joined Morgan Stanley in 2009 and has 25 years of investment management experience. Prior to joining the firm, Dwayne spent nine years with JPMorgan Asset Management in various roles, most notably as head of U.S. Investment Grade Credit leading portfolio construction, strategy implementation, sector allocation, and trading across investment strategies. He was also a senior member of the Fixed Income Macro team which set asset allocation for all fixed income portfolios. Dwayne began his career at Criterion Investment Management in Houston, Texas. He last served as a portfolio manager specializing in the corporate bond sector. Dwayne received a B.A. in economics from the University of Maryland, College Park and an M.B.A from Northeastern University. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Securities Analysts.
Head of Portfolio Risk and Derivatives
Global Head of Credit Trading
Vice President, Investment Grade Corporate Bond Trading
Head of US Fixed Income Trading
Janus Henderson Investors
Morgan Stanley Investment Management
Head of Taxable Fixed Income
JP Morgan WM
T. Rowe Price
Alex Sedgwick is a market structure analyst in Fixed Income Trading at T. Rowe Price. Mr. Sedgwick is responsible for performing custom research and analysis pertaining to market structure, liquidity, and trade cost/execution analysis across the various fixed income sectors. He is a vice president of T. Rowe Price Associates, Inc. Mr. Sedgwick has 14 years of investment experience, one of which has been at T. Rowe Price. Prior to joining the firm in 2014, he spent eight years at MarketAxess Corp. in New York, where he was most recently head of research.
Former FBI Special Agent, & Chief of the Counterintelligence Behavioural Analysis Program
Robin is a retired FBI Special Agent and Chief
of the Counterintelligence Behavioral Analysis Program and has taken his life's
work of recruiting spies and broken the art of leadership and relationship
building into Five Steps to TRUST. In this dynamic session learn from Robin’s
20 years experience in the FBI and find out everything you need to know to gain
Chief Diversity Officer
Eaton Vance Management
Ingrid Jacobs is a vice president of Eaton Vance Management and chief diversity officer. She is responsible for leading efforts to attract, develop and retain a diverse workforce and to foster more inclusive work environments across the firm’s subsidiaries and affiliates. She joined Eaton Vance in 2018. Ingrid has a wealth of experience designing and implementing diversity and inclusion strategies at global corporations. Before joining Eaton Vance, she was head of corporate diversity and inclusion at Raytheon Corporation. Previously, she was global head of diversity and inclusion at Whirlpool Corporation and was associated with Fifth Third Bank, General Electric and Bank of America. Ingrid earned a B.S. in agricultural business from The Ohio State University and a master's degree in human resources development from Xavier University.
Chairman and CEO
Head of U.S
Vanguard’s Fixed Income Derivatives
Head of Fixed Income Trading
Senior Managing Director, Partner, and Director of Global Trading
As director of Global Trading, Scott oversees Wellington Management’s Global Trading effort from execution through settlement. He and his team of more than 135 investment professionals focus on enhancing the investment process globally across all asset classes and investment styles. Additionally, Scott co-chairs the Error Resolution Council and is a member of the Counterparty Review Group, Trading Policy Review Group, and Compensation Committee II. He is also a member of the Wellington Management Hong Kong and Singapore boards of directors.
Prior to joining the firm in 1997, Scott worked at Fidelity Investments (1996), Investors Bank & Trust Company (1993 – 1996), and The Boston Company (1992).
Scott received his BS in business administration, cum laude, from North Adams State College (1992) and holds the Chartered Financial Analyst (CFA) designation.
Global Head of Fixed Income Trading
Pictet Asset Management
Carl James is an influential buy-side dealer with 30 years’ experience in global multi-asset execution. He has operated successfully at various Global Asset management companies, including in Global Head of Dealing roles. He has overseen the management of more than £1 trillion of assets. Most recently, Carl has taken over as the Head of Fixed Income Trading at Pictet Asset Management. Carl’s experience stands out for its breadth – embracing every aspect of execution, and for its depth – including advising on regulation, risk, process and developing and implementing groundbreaking technology. Highly respected by both buy and sell-side, his opinions are sought by people at the highest level. He demonstrates the kind of vision and incisive, strategic thinking that have seen him inform change and progression for organisations and for the industry as a whole.
Senior Vice President, Fixed Income
James Wallin is a Senior Vice President in AllianceBernstein’s Fixed Income group. Prior to joining AllianceBernstein, Wallin was at Morgan Stanley Investment Management, Evergreen Asset Management Corp. as Senior Counsel and Yamaichi Capital Management Inc., where he served as General Counsel and Chief Administrative Officer. Prior to working at Morgan Stanley, Wallin also worked in the legal department of The Dreyfus Corporation and with the law firm of Cole and Dietz. He also had been with Alliance Capital previously, from 1982 to 1986. He is a member of the New York Bar and a solicitor of the Senior Courts of England and Wales.
Head of Execution FX and UK & Asia Fixed Income Trading
AXA Investment Management
Head of Trading Governance
Morgan Stanley Investment Management
Ms. Shifman heads Trading Governance for Morgan Stanley Investment Management, responsible for best execution across all asset classes, transaction cost analysis, and counterparty oversight. She joined Morgan Stanley as a Risk Officer in 2015 focused on counterparty and cross-asset investment risk. Previously she worked at JPMorgan Asset Management and prior to that she spent six and a half years at Third Avenue Management where she was responsible for performance attribution and risk analytics. She began her career as a Venture Capital analyst at a Baltimore-based healthcare and technology fund. Ms. Shifman received a B.A. in Mathematics from Johns Hopkins University.
Managing Director and Business Manager, Global Fixed Income Trading
As an associate director for Global Trading, Anne focuses on talent and development for the department. She defines and coordinates the performance measurement process, sets strategy for hiring, development, and
retention planning, and oversees the rotational talent program.
Anne joined Wellington Management in August 1998 as a client administrator and transferred to the Fixed Income Trade Coordination Group in 2003. She worked as a senior trade coordinator and assistant manager in Trade Coordination before being promoted to the role of manager in May 2007. She held the role of senior manager until March 2016, then worked as the business manager for Global Fixed Income Trading until December 2018. Prior to joining Wellington Management, Anne worked at Investors Bank & Trust in their fund accounting department (1996 – 1998).
Anne received her MSF from Bentley College (1996) and her BA in economics and psychology from Tufts University (1994). She also holds the Chartered Financial Analyst designation.
Global Head of Trading
T. Rowe Price
Director of Global Fixed Income Trading
Gregory C. Heller, CFA, is an investment officer and director of Global Fixed Income Trading at MFS Investment Management® (MFS®). He is based in Boston. He is a member of the MFS Global Fixed Income Management Team and serves on the firm's Investment Management Committee.
Greg joined MFS in 2002 as a municipal fixed income trader. He was named an associate director of fixed income trading in 2006 and assumed his current responsibilities in 2007. He began his career in the financial services industry in 1991 at Eaton Vance, where he held several investment and trading positions over an 11 year period. Greg earned a bachelor's degree from George Washington University and holds the Chartered Financial Analyst (CFA) designation.
Global Head of Leverage Credit Trading
Goldman Sachs Asset Management
Michel joined Goldman Sachs Asset Management (“GSAM”) in January 2015 as a member of the high yield corporate credit team and became the director of leverage credit trading in 2016. Prior to joining, Michel was a Director at BNP Paribas where he focused on trading E&P, Oilfield Services, Pipelines and Mining. Michel began his career at Bank of America working in debt capital markets. He received a BA in Economics from Vanderbilt University and received his MBA from Columbia Business School.
Head Emerging Markets Fixed Income
Voya Investment Management
Jean-Dominique (JD) Bütikofer, CFA is the Head of emerging markets (EM) for the fixed income team at Voya Investment Management; he is responsible for directing the investment strategy for the emerging market group as well as the asset allocation across EM sub-asset classes. He also oversees EM sovereign and corporate debt and co-runs EM currencies and rates. Prior to joining the firm, JD was head of Emerging Markets Debt and lead portfolio Manager at Union Bancaire Privée in Zürich, responsible for the EM macro, sovereign risks and local fixed income markets. Previously, he served as a senior EM fund manager and head of EM for Julius Baer Asset Management after beginning his investment career with Union Bank of Switzerland (UBS). JD received a BA in economic sciences with a specialization in finance and an MSc in political economy from the University of Neuchâtel, Faculty of Economics, Politics and Social Sciences in Switzerland. He holds the Chartered Financial Analyst® designation and is proficient in German, French and Spanish.
Head of Investment Grade Bond Trading
Manulife Asset Management
Christopher A. Coccoluto is Director, Head of Investment Grade Bond Trading at Manulife Asset Management. Previously, Chris was responsible for the trading of emerging market debt, while providing coverage for trading convertible and preferred debt. Prior to that, he was responsible for managing and trading the company's money market portfolios. Chris joined the company upon completion of an internal two-year development program, where he worked alongside the High Yield and Strategic Income Teams.
Head of Credit Trading
AQR Capital Management
Kevin Rauseo is a vice president and Credit Trading team lead within AQR’s Global Trading group. In this role, he is responsible for trading, trade strategy implementation, and execution optimization focused on Credit trading globally. He is a member of the International Swaps and Derivatives Association’s Credit Steering Committee. He was a speaker at ISDA’s 2016 Fundamentals of Derivatives Conference, a panelist at Bloomberg’s 2015 Fixed Income Forum and the 2016 FIA/SIFMA Asset Management Derivatives Forum. Prior to AQR, he was a G-10 FX options and ETF trader for Citigroup. Rauseo earned a B.B.A. in finance from the University of Notre Dame.
David Saab is the head of Aperture’s international business. Prior to joining Aperture, David was the Global Head of Fixed Income and Absolute Return Funds at J.P. Morgan. Before that he was a Portfolio Manager at Banque Privee Edmond de Rothschild, where he led fixed income and absolute return fund research as well as the broader multi-manager team. He was a member of the investment committee at BPERE, where he built tailored asset allocation solutions for high net worth clients and was named Investment Europe’s UK Personality of the Year for 2017-2018. Over his career, David has met countless asset managers to understand the unique processes they use to generate alpha, but was drawn to Aperture for its singular focus on client outcomes.
Head of Fixed Income and Co-CIO
Co-CIO of Fixed Income, Charles leads all aspects of Piedmont’s fixed income
research activities and serves as Co-Portfolio Manager for Piedmont’s Yield
Advantage products. He also oversaw the Bank Advisory Services team which
performed preferred stock and warrant valuation services for the U.S.
Department of the Treasury’s Troubled Asset Relief Program (TARP). Charles is an equity partner of the firm and
a member of the Executive Committee. Having joined Piedmont in 2001, Charles is
considered an honorary founder of Piedmont. He previously served as lead
portfolio manager at Hughes Capital Management with responsibility for over
~$800 million in fixed income assets (as of 12/31/00).
Charles received his AB in Political Science from Duke University and his MBA in Finance from Clark-Atlanta University. Charles serves as President of the North Carolina Chapter of the National Association of Securities Professionals (NASP). He also serves on the North Carolina Central University School of Business Board of Visitors.
Head of Trading
Capital Advisors Group
Chief Operating Officer
Hartfield, Titus and Donnelly
Sr. Vice President, Credit Trading
Ugo is a investment-grade credit trader with extensive experience in ETF research, capital markets, and electronic trading. Prior to Millennium, he worked at ETF.com in a variety of roles spanning analytics, product development, and business strategy. Ugo started his career at Kellogg Capital Group as an ETF market maker on the NYSE Arca platform.
Senior Managing Director, Head of Multi-Asset Strategy, The Americas
State Street Global Markets
Head of Global Macro, Interest Rates, and Foreign Currency
Anne N. Mathias is a senior strategist in the Vanguard Fixed Income Group, with a focus on global macro, interest rates, and foreign currency. She is responsible for analyzing interest rates, currency valuations, economic developments, and political risks and making longer-term strategic investments in sovereign bonds and related securities across Vanguard’s active fixed income funds. Before joining Vanguard in 2017, Ms. Mathias was the senior macro strategist for Guggenheim Partners Investment Management in Los Angeles, working alongside the firm’s Chief Investment Officer. She also spent an earlier part of her career on the sell side as a corporate tax policy analyst and leader of U.S.-based research teams for MF Global, Charles Schwab, and others. In these roles, she led the Washington Research Group team which provided political, economic, and industry research for investors and was consistently ranked among the top three in the Institutional Investor "All-America Research Team" poll. Ms. Mathias was a private equity investor with the Global Environment Fund and spent five years with Deloitte & Touche as a senior consultant specializing in emerging market privatization and enterprise restructuring. Ms. Mathias earned a B.A. from the University of Maryland and an M.S. in international affairs from Georgetown University's School of Foreign Service. She is a CFA® charterholder and a member of the CFA Society of Los Angeles and the CFA Institute.
Executive Vide President
Ms. Pier is an executive vice president and portfolio manager in the Newport Beach office, focusing on high yield and multi-sector credit opportunities. She contributes to the Diversified Income, Global Credit Opportunities and High Yield Funds, and she has served as a rotating member on the firm's Investment Committee and Americas Portfolio Committee. Prior to joining PIMCO in 2013, she was a senior credit trader at J.P. Morgan, trading cash, recovery and credit default swaps across various sectors. She has 16 years of investment experience and holds an undergraduate degree in economics from Princeton University.
Head of Fixed Income Portfolio Management
Chris is Head of CIO Fixed Income Portfolio Management for Bank of America Global Wealth & Investment Management and has been with the team since its inception. He has over 30 years of investment experience with a majority of his experience in fixed income asset management. His background includes experiences as a director of a fixed income for a hedge fund, partner and founder of a boutique asset management firm, fixed income director for a large institutional bank owned asset management firm, analyst for online bank, and other senior management and research roles.
As Head of Fixed Income Portfolio Management, Chris’s team is responsible for portfolio strategy and implementation across the all bond strategies, which includes duration and curve strategy, sector allocation, and security selection. The team works closely with traders, credit analysts and others
members of the CIO Fixed Income Team to construct portfolios and to communicate to the firm’s overall fixed income strategy both internally and externally. He is a member of the CIO Investment Strategy Committee as well as other responsibilities with in the firm. He has been frequently quoted in Barron’s, The Wall Street Journal, Bloomberg and other media outlets. Additionally he has been a speaker at numerous forums and conferences on fixed income strategy, portfolio construction and fixed income markets.
Chris has a Bachelor of Arts in Chemistry from Kenyon College and a Master of Business Administration from Babson College Graduate School of Business.
Managing Director, Chief Investment Strategist
Robert Tipp, CFA, is a Managing Director, Chief Investment Strategist, and Head of Global Bonds for PGIM Fixed Income. In addition to co-managing the Global Aggregate Plus strategy, Mr. Tipp is responsible for global rates positioning for Core Plus, Absolute Return, and other portfolios. Mr. Tipp has worked at the Firm since 1991, where he has held a variety of senior investment manager and strategist roles. Prior to joining the Firm, he was a Director in the Portfolio Strategies Group at the First Boston Corporation, where he developed, marketed, and implemented strategic portfolio products for money managers. Before that, Mr. Tipp was a Senior Staff Analyst at the Allstate Research & Planning Center, and managed fixed income and equity derivative strategies at Wells Fargo Investment Advisors. He received a BS in Business Administration and an MBA from the University of California, Berkeley. Mr. Tipp holds the Chartered Financial Analyst (CFA) designation. Named Morningstar’s 2017 Fixed Income Manager of The Year for Prudential Total Return Bond Fund.
CIO, Fixed Income
Ms. Walsh joined Guggenheim in 2007, and in her role as Chief Investment Officer -Fixed Income is head of the Portfolio Construction Group and Portfolio Management. She oversees more than $185 billion in fixed income investments including Agencies, Credit, Municipals, and Structured Securities. She is responsible for portfolio design, strategy, sector allocation and risk management, as well as conveying Guggenheim’s macroeconomic outlook to Portfolio Managers and fixed income Sector Specialists. Ms. Walsh specializes in liability-driven portfolio management. With more than 30 years in the investment management industry, Ms. Walsh is well suited to understanding and addressing the needs of clients. Prior to joining Guggenheim, Ms. Walsh served as Chief Investment Officer at Reinsurance Group of America, Incorporated, a recognized leader in the global life reinsurance industry. Prior to joining RGA in 2000, Ms. Walsh served as Vice President and Senior Investment Consultant for Zurich Scudder Investments. Earlier, she held roles at Lincoln Investment Management and American Bankers Insurance Group. Ms. Walsh holds a B.S.B.A. and M.B.A. from Auburn University and a J.D. from the University of Miami School of Law. She has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute.
Portfolio Manager, Multi Asset US
Allianz Global Investors
Ryan Chin, CFA is a Portfolio Manager and a Vice President with Allianz Global Investors, which he joined in 2015. As a member of the Multi Asset US team, he focusses on the firm’s dynamic target date funds and multi-asset income products. He was previously the head fixed income derivatives trader in charge of US interest rate swaps at Scotia Capital (now Scotiabank) in New York. Mr. Chin has a B.B.A. in finance and accounting, first class honors from Simon Fraser University, British Columbia, Canada and a diploma in piano performance from the Royal Conservatory of Music Toronto.
Senior Fixed Income Strategist, Head of Tactical Fixed Income Allocation
UBS Wealth Management
Co-Head of Emerging Markets
Phil Torres is global co-head of emerging markets and director of emerging markets research. As co-head of emerging markets, Phil is a portfolio manager for the firm’s international fixed income portfolios investing primarily in emerging market debt and local markets. He is also responsible for overseeing the Emerging Markets Research team. Prior to his current role, Phil was the founding partner and co-portfolio manager of the Harbert Macro Fund, an emerging markets global macro hedge fund. Prior to that, Phil worked as a portfolio manager at UBS Asset Management, JBS USA, Vara Capital Management, and Ritchie Capital Management. He has 23 years of industry experience and has been with the firm since 2016. Phil received his BA from Tufts University and his MBA from the University of Chicago.
Head of Portfolio Management
Associate Portfolio Manager
Mila Skulkina is an Associate Portfolio Manager at Lord Abbett, focusing on Emerging Market strategies. She serves on the firm’s ESG (environmental, social and governance) portfolio management integration team. Prior to joining Lord Abbett in 2013, Ms. Skulkina was a Research Analyst at Sanders Capital working across long-only, long/short, and multi-asset portfolios. Previously, she was a Strategy Consultant at Bain & Company and an Investment Banking Analyst at Merrill Lynch. She has 16 years of investment experience and holds an MBA from the UCLA Anderson School of Management. She received her undergraduate degree in business economics from UCLA, graduating summa cum laude.
CFA, Senior Portfolio Manager, Global High Yield Head of Canada Fixed Income
Jennifer Hartviksen is a senior portfolio manager for Global High Yield and the Head of Invesco Fixed Income in Canada. She was appointed to her global role in 2016, building on her experience leading the fixed-income efforts for the Canada-based investments team. Ms. Hartviksen began her investment career in 1992 at Cassels Blaikie Investment Management Ltd., where she worked as a portfolio manager assistant. Following that, she was a research assistant at Research Capital Corp. and an analyst, corporate finance, at Midland Walwyn Inc. In 1996, she relocated to Brazil, where she worked at JP Morgan Chase & Co. as senior analyst, investment banking, and at ING Barings LLC as a vice president, corporate debt research. In 2000, Ms. Hartviksen moved to the U.S., joining Los Angeles-based SunAmerica Investments, Inc. as a vice president, high-yield investments. She then spent eight years working at Pasadena-based Western Asset Management Co. as a senior high-yield analyst. In 2009, she returned to Toronto, joining the Canada Pension Plan Investment Board as a senior portfolio manager specializing in corporate debt on a market-neutral strategy. Most recently,Ms. Hartviksen worked at Fiera Quantum L.P. as a senior portfolio manager, managing along short credit strategy. She joined Invesco in 2013. Ms. Hartviksen earned a BA in Economics from the University of Toronto, and she is a CFA charterholder.
Loomis, Sayles & Company
Elaine has has 31 years of investment industry experience and has a co-portfolio manager for the firm’s flagship Loomis Sayles Bond Fund, which won the 2009 Morningstar Fund Manager of the Year award in the fixed income category. She is also a member of the firm’s Board of Directors. Prior to becoming a portfolio manager in 2000, she had experience working in high yield, global and emerging markets. Elaine has served as a senior fixed income trader and portfolio specialist. Elaine is co-head and founder of the Loomis Sayles Women at Work Network and is on the executive board for the Strong Women, Strong Girls nonprofit organization.
Managing Director, Fixed Income Portfolio Manager
JP Morgan Asset Management
Jarred A. Sherman, managing director, is a portfolio manager for the Absolute Return and Opportunistic Fixed Income Team at J.P. Morgan Asset Management. Prior to taking on this role, Jarred was a lead portfolio manager responsible for the strategy development and management of the enhanced cash and short duration portfolios within the U.S Fixed Income Group. An employee since 1999, Jarred has also served as an investment analyst within the Short Term Fixed Income Product Group. Jarred holds a B.A. in economics from the University of Pennsylvania and an M.B.A. from Columbia University. He is also a CFA charterholder.
International Director of Fixed Income Manager
J.P. Morgan Private Bank
MARCEL BORELLI is International Director of Fixed Income Manager and Solutions Research for J.P. Morgan Private Bank, based in London. He is responsible for the manager selection and ongoing due diligence of fixed income managers for the firm’s international private banking client base. He joined J.P. Morgan in 2009 as head of the Brazil Product Solutions Team, responsible for the coverage of Brazilian local fund managers and identification of investment opportunities in fixed income, equities, alternative strategies and structured investments.Prior to joining J.P. Morgan, Mr. Borelli worked eight years at Citibank, three of which were within the Sales and Trading Group reviewing Latin American, global commodities and foreign exchange business risk in New York and Miami, and five years as a Quantitative Analyst within Citibank Asset Management. Mr. Borelli holds a B.Sc. in Engineering and a dual master’s degree in Mathematics and Finance from the University of São Paulo. He also graduated from Columbia University with an M.B.A.
Senior Vice President
Vanderbilt Asset Management
Henley serves as Vice President and Senior Relationship Manager, and is responsible for direct interface with the firm’s Institutional, Municipal and HNW clients who participate in StoneCastle’s (SCCM) liquid investment strategies. Prior to joining StoneCastle, he spent the majority of his career as Chief Investment Officer for Gabelli Fixed Income LLC beginning at that firm’s inception in 1987. He also served as CIO for Commonwealth Asset Management, which was established as a “next-gen” consortium of the Gabelli Family Office.
A frequent contributor to Bloomberg TV, radio and print media and a speaker at various industry seminars, Henley leads the firm’s efforts to manage and communicate overall market and sector strategy directly with SCCM’s existing client base. He has been an advocate for conservative investors and savers throughout his career.
He began his career with Bankers Trust Company, and also worked at Manufacturers Hanover Investment Corp., managing ERISA, Taft-Harley and various other taxable fixed income portfolios and short-duration strategies.
He was graduated from St. Lawrence University with a BS in Economics.
Head of Systematic Fixed Income and Currency Strategy
Grantham, Mayo, Van Otterloo & Co. LLC
Dr. Samanta is the head of systematic fixed income strategy at GMO. Her role is to enhance and broaden GMO’s fixed income capabilities and range of solutions particularly in the area of systematic credit and multi sector fixed income. Prior to joining GMO in 2018, she was Managing Director, global head of systematic fixed income and a senior portfolio manager at State Street Global Advisors. Previously at SSGA, she was the head of research in tactical asset allocation and currency. Dr. Samanta earned her B.A. in Economics and Mathematics from Reed University. She earned her M.S. in Finance and Ph.D. in International Economics from Brandeis University. Her research areas are in extreme value theory, factor investing in fixed income and currencies, and the integration of ESG considerations within active investing. She has published in the Journal of Performance Measurement, the Journal of Portfolio Management and speaks regularly in industry and academic conferences.
Founder & Chief Investment Officer
Mr. DeGaetano is the Chief Investment Officer and Founder of Bramshill Investments. Prior to founding Bramshill, in 2012, Mr. DeGaetano was a Senior Portfolio Manager at GLG Partners LP where he not only managed the predecessor to the Bramshill Income Performance Strategy, but also managed a levered US credit portfolio for the GLG Market Neutral Fund. Combined Mr. DeGaetano had approximately $375 million in assets under management for GLG Partners LP. Prior to joining GLG Partners in 2007, Mr. DeGaetano was a Managing Director and Head of US Credit Trading at RBS Greenwich Capital from 2005 through 2006. He traded and oversaw the credit trading desk, comprised of 14 traders across corporate bonds, credit default swaps and index products from investment grade to high yield averaging a $4 billion gross position. Prior to RBS Greenwich Capital, he traded credit for 12 years for Bear Stearns & Co. Inc. He was a Senior Managing Director and the Head Trader on the high yield trading desk from 2000 through 2004. He managed a group of 4 traders along with trading his own positions during this period overseeing a gross position of approximately $1billion. His expertise has been in high beta sectors such as telecom, financials, and special situations. Prior to trading high yield, he was a Managing Director on the investment grade trading desk at Bear Stearns from 1992 through 1999. Mr. DeGaetano has a B.A. from Colgate University.
Art is a member of
the Columbus Citizens Foundation and actively supports student-athlete programs
and scholarships through a family foundation
Bannockburn Global Forex
Senior Vice President & Portfolio Manager, Global Analytics
American Century Investments
Head of Quantitative Research and Portfolio Manager
Amit Kaushik is the Head of Quantitative Research and Portfolio Manager at Blockseed Investments, New York. His fund invests in digital assets and cryptocurrencies using quantitative and systematic strategies.
Amit is an investment professional with over twelve years of Wall Street Sell Side and Buy Side experience. He is a successful quantitative researcher with extensive experience in modelling and development of Interest Rate Structured Products, Commodities Exotics, and Cross Currency Correlation Options. His experience includes quantitative strategist/researcher/analyst roles with the structured products trading desk at the Bank of America, commodities and rates exotics derivatives at the Barclays, and commodities and FX at the Millennium Management.
Amit received an MS focused on quantitative research in Business from the Penn State and an MS and BS in Engineering from IIT Bombay. He holds the Chartered Financial Analyst and the Certificate in Quantitative Finance designations.
Founder, President & CEO
Ms. Susan Estes is a chief executive with exceptional depth and understanding of the fixed income markets. She has over 30 years of experience trading U.S. Treasuries and related fixed-income products; the majority spent on starting, developing and managing domestic and international high-quality rates operations and related businesses for large financial institutions including Morgan Stanley and Deutsche Bank, as well as start-ups.
Susan is a past member of the Treasury Borrowing Advisory Committee (TBAC), a Federal Advisory Committee. The TBAC meets quarterly with Treasury to provide advice on funding requirements and separately with the Federal Reserve Board of Governors to address topical market issues. Previously served as a Member of the Board of the Securities Industry and Financial Markets Association (SIFMA), a leading financial industry trade group whose mission is to promote effective and efficient regulation, facilitate more open, competitive, and efficient global capital markets. Formerly Chaired the Government and Agency Division of the Bond Market Association, now SIFMA.
Senior Managing Director Global Head of Strategy & Sales
Mr. Winter joined FENICS USTreasuries in 2015 to build and lead it's re-entry into the electronic US Treasury space. Prior to joining Fenics UST, Rich was most recently the Global Head of Hedge Fund Sales and Client Development at the CME Group where he oversaw significant Buyside growth in their use of futures and cleared swap services. He also spearheaded internationalization at the exchange, significantly growing their client-facing presence in London, Hong Kong and Singapore. During his tenure at the CME, the exchange significantly grew it's percentage of electronically executed contracts as he focused on technology and the evolving demand for robust connectivity across platforms and technologically savvy market participants. During his 28-year career in Finance, Rich has also held management and front office positions at Merrill Lynch, D. E. Shaw & Co., and KBC Financial Products. Mr. Winter is based in NY and received his degree from Dartmouth College.
Global Head of Fixed Income
Senior Vice President in Fixed Income Sales
Christian Dopp is a Senior Vice President in Fixed Income Sales at Eurex. He covers both traditional and alternative asset managers throughout the United States and Canada for Eurex’s trading and clearing businesses. Additionally, he is responsible for the development of the exchange’s fixed income asset class within the Buy-Side community. Christian has over 20 years of experience in both OTC and exchanged-traded derivatives with particular expertise in the fixed income markets. Before joining Eurex, he held roles in institutional rates sales at Goldman Sachs and J.P. Morgan and worked as a proprietary trader. Christian holds a Bachelor of Arts in Political Economy from Tulane University and an MBA in finance from the University Of Chicago Booth School Of Business.
Head of FX and Fixed Income
President and COO
ICE Data Services
Lynn Martin is President and COO of ICE Data Services, a leading provider of market data solutions which is part of Intercontinental Exchange, Inc. (NYSE: ICE). Martin is responsible for managing ICE’s global data businesses including exchange data, pricing and analytics, reference data, indices, desktop, feeds and connectivity services that cover all major asset classes. Martin began her career at IBM in their Global Services organization where she served a variety of functions, predominately as a project manager within the financial services practice. Martin joined NYSE Euronext in 2001 and has served in a number of leadership roles, including CEO of NYSE Liffe U.S. and CEO of New York Portfolio Clearing. She most recently served as COO of ICE Clear U.S. Martin holds a BS in Computer Science from Manhattan College and a MA in Statistics from Columbia University. She serves on the Manhattan College Board of Trustees as well as the Advisory Board of the School of Science and is a member of the Phi Beta Kappa National Honor Society.
Head of Open Trading
Richard Schiffman is the Head of Open Trading. In this role, Mr. Schiffman is responsible for managing the development and implementation of the Open Trading, the firm’s all-to-all credit trading network. He joined MarketAxess from BlackRock Financial Management where he was a Managing Director and CEO of BlackRock Capital Markets from August 2010 to August 2013, leading the Aladdin Trading Network (ATN) Open Trading initiative. Previously Mr. Schiffman was with MarketAxess for ten years, having joined the firm, at its inception in April 2000. Over that period he held several key roles including Head of New Business Development, Head of Information Services, Investment Grade Trading Product Manager and Chief Technology Officer. Prior to joining MarketAxess, Richard was Vice President and Manager of Fixed Income Research Technology at J.P. Morgan, where he was employed in a variety of positions from March 1992 to April 2000.
Richard holds a BA in Economics from Rutgers University and an MBA in Finance and Information Systems from the Stern School of Business at New York University.
Steve is Founder of TransFICC an eTrading technology company offering solutions to Banks and Asset Managers who trade in the Fixed Income and Derivatives Markets. TransFICC’s “One API for eTrading” addresses issues of market data throughput, fragmentation and proving best execution. Steve has over 25 years experience working in the global capital markets. In a previous role he was Head of LMAX Interbank, where he met his technology colleagues. He has also led global sales for MarketFactory, and held the positions of Head of FX Sales for EMEA and America at ICAP, and Head of Sales for Americas at Thomson Reuters.
Head of Sales
Bryan is Head of Sales for LiquidityEdge, a user defined U.S. Treasury trading platform and the first alternative model to break into the market in over a decade. He is responsible for managing the company’s sales strategy and implementation across all bond products. Bryan has been with LiquidityEdge since its inception in 2015 and through his leadership, the firm has grown from the ground up to become a market leader in directed streaming. He has spent his career working in the electronic exchange space, both in fixed Income and FX. Most recently he served as Vice President of E-Rates Sales for State Street. He graduated from Penn State University with a B.S. in finance.
Prior to joining Algomi, Scott was the COO of MarketAxess Europe and Trax. He was formerly Global Head of Emerging Markets Trading with UniCredit. Before that he held a variety of senior leadership roles within credit trading and structuring at ABN Amro, RBS, Deutsche Bank and UBS. Scott has a Juris Doctor degree from Georgetown University in Washington, DC and a BA in Economics from Colorado College.
Product Manager, CFA
Charles River Development
US Chief Economist & Head of Research
AMER, Societe Generale
Mr. Gallagher is US Chief Economist and Head of Research for Societe Generale in the Americas. In the US, SG research coverage includes: Economics, Rates Strategy, FX, Commodities, US Credit, and US Equity Research. Stephen oversees teams in each of these research areas and coordinates consistent views from the different disciplines. The primary focus is on a global macro view and on the energy sector specifically. Our commodity research team and equity sector focus on oil and gas production provides extensive depth into the energy industry. Stephen has been with SG since 1995 and his forecasts for the US economy have been recognized by Bloomberg and the National Association of Business Economics (NABE). The recognition was based on Fed forecasts, US GDP growth and interest rate forecasts. Mr. Gallagher served as President of the Forecasters Club of New York and also as President of the New York Association of Business Economics. Before joining SG, Mr Gallagher was Money Market Economist Kidder Peabody and Co. Inc. Stephen Gallagher studied at Columbia University, receiving an MA and M. Phil. in economics. Areas of academic focus included Macro Economics, Mathematical Economics and Econometrics. Mr. Gallagher earned his undergraduate degree at University of Michigan.
Head of US Rates Strategy
Subadra Rajappa joined Societe Generale in October 2014 as Head of US Rates Strategy. In her current role she is responsible for publishing thematic research on US rates markets and highlighting relevant trading opportunities. She is a frequent speaker at internal and industry conferences where she presents her broader market views to the firm’s clients. She currently represents SG at the alternative reference rate committee (ARRC) and is actively involved in discussions with industry groups around transitioning to the new reference rate.
Global Chief Economist
Manulife Asset Management
Megan E Greene is the global chief economist at Manulife Asset Management, responsible for forecasting global macroeconomic trends and analyzing the potential opportunities and impacts to support the firm’s investment teams around the world. Megan is also a Member of the Board of Directors at the National Association for Business Economists (NABE) and serves on the advisory board of the Mossavar-Rahmani Center for Business and Government at Harvard’s Kennedy School, Econofact and Rethinking Macro. She is also on the external advisory board of the Irish government’s Public Budget Office, which offers independent consulting on all fiscal issues. Furthermore, she is a member of the Council on Foreign Relations and writes a monthly column on global economics in the Financial Times.
Previously, Megan ran her own London-based economics consulting practice, Maverick Intelligence, serving clients who leveraged her analysis of economic, political and social developments and the impact these were likely to have on the global economy. Prior to Maverick Intelligence, she was director of European Economics at Roubini Global Economics and the euro crisis expert at the Economist Intelligence Unit.
Education: Princeton University, BA in Political Economy, 2001; Oxford University, Nuffield College, MSc in European Studies, 2006
Managing Director, Head of US Credit Trading
Managing Director and Head of U.S. Credit Product
Managing Director and Head of U.S. Institutional Rates
Founder and Chief Delivery Officer
Droit Financial Technologies
Brock Arnason is a founder and Chief Delivery Officer of Droit Financial Technologies. Prior to founding Droit, Brock was an Executive Director of Fixed Income E-Commerce at Morgan Stanley. He was the global product manager of Matrix, Morgan Stanley’s client portal,and led SEF strategy and Dodd-Frank compliance programs across the firm.Brock holds an M.Eng. and B.Sc. in Engineering Physics from Cornell University and an MBA from the University of Chicago.
Head of BrokerTec Direct, CME Group
Co-Head US Investment Grade Credit and US Credit Strategist
In her role as US Credit Strategist, Erin directs CreditSights' Investment Grade sector allocation research and publishes on a wide range of market and macroeconomic themes. Prior to joining CreditSights she was a Director and single-name strategist at Citi and a portfolio manager at Brigadier Capital Management. In addition, she covered the high yield technology sector at both JPMorgan and Deutsche Bank. Erin holds a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania.
Global Head of Research
David Krein joined MarketAxess as Head of Research at MarketAxess in August 2014. Mr. Krein is responsible for spearheading the firm’s market research and analysis for the institutional credit markets. MarketAxess Research leverages the firm’s extensive real-time and historical fixed-income trade data, as well as market data from FINRA TRACE and Trax®, to develop market insights that help inform trading and execution strategy. Mr. Krein joined MarketAxess from NASDAQ OMX Global Indexes where he was Head of Research. In this capacity, he led the research and development of index methodologies across asset classes, which were used as benchmarks for active and passive investment funds globally. Prior to this, he held a senior position in product development and analytics at S&P Dow Jones Indices. He also founded DTB Capital to develop trading and investment products for derivatives exchanges and the OTC marketplace within equity, commodity and multi-asset class portfolios. Before establishing DTB Capital, Mr. Krein spent more than 10 years in various trading, structuring and technology positions at leading investment banks, including UBS and Merrill Lynch. Mr. Krein has been an active member of the professional investment management and wealth management communities. He has spoken at key industry conferences, and has authored several articles for specialized publications including The Journal of Indexes, The Journal of Wealth Management and the Investment Management Consultant Association’s The Monitor. He is also a member of the Review Board for The Journal of Indexes. Mr. Krein earned an MBA with Honors from The University of Chicago Graduate School of Business and a bachelor’s degree in mechanical engineering with Distinction from Cornell University.
Chief Business Development Officer
Shari Noonan is Rialto Trading’s CEO and has more than 20 years of experience in the financial services industry. Rialto Trading delivers electronic trading solutions to participants in the corporate bond market. Shari has extensive experience in building and scaling operations and products with Deutsche Bank, Goldman, and Instinet and was directly involved in the electronification of the Equities market. She worked to develop many of the initial products in equities electronic trading, including dark pools, advanced algorithms, and electronic negotiations. She received a BS in Accounting from Marquette University and MBA from Columbia University and holds Series 3,7,24,55,63 registrations.
Global Sovereign Advisors
Ms. Suzanne Bishopric is Managing Partner of Global Sovereign Advisors, providing advisory services to Central Banks, Pension Funds, and SWF’s. She is a Non-Executive Director of Lim Advisors and an advisor to CyNation, a cybersecurity company.
Until 2015, Bishopric was the Director – Investments of the UNJSPF’s pension fund, increasing its value to US$54 Billion. Ms Bishopric instituted the Fund’s risk management process and increased the diversification of holdings across all asset classes and currencies. She initiated the Fund’s investments in Private Equity, Infrastructure, Green Bonds and Low Volatility ETF’s. Previously, Ms Bishopric served as Treasurer of the UN, managing a $50 Billion multi-currency fixed income portfolio diversified amongst 195 Member States. As Director-Financial Markets of McDonald’s Corporation, she financed start-ups and real estate investments in 43 countries.
Ms Bishopric has degrees from Harvard University, Harvard Business School and completed the Directors Education Program at McGill University. Fluent in several languages, she has taught investment strategies in many venues, including the World Bank’s Global Symposium on Pension and Sovereign Fund Investments, The OECD Institutional Investors Group on Climate Change, The CFA Institute of New York, the World Gold Council and the Financial Times Growth Markets Summit.
Audrey Blater, Ph.D., is a senior research analyst who supports Aite Group’s Institutional Securities & Investment group’s efforts, focusing on fixed income, OTC derivatives, and risk management research. Her work spans technological developments, industry trends, and market structure as well as the impact of financial regulations.
Ms. Blater brings to Aite Group over 17 years of financial markets experience. Most recently, she served as the director of research for the International Swaps and Derivatives Association (ISDA). During her tenure at ISDA, she led the association’s research effort to communicate public policy goals and derivatives industry trends to ISDA’s membership, the regulatory community, and other stakeholders through public speaking engagements and written research, including thought leadership pieces, white papers, and commentaries.
Ms. Blater was also a senior applied researcher for MSCI Inc., where she worked with sales professionals to engage clients and prospects through in-person meetings and written research related to multiple-asset-class market risk. She authored several papers focusing on enterprise risk management, stress testing, and expected shortfall, drawing from the market knowledge she gained as a fixed income analyst and trader working for AQR Capital Management, a Greenwich, Connecticut-based quantitative hedge fund.
Ms. Blater holds an M.A. and a Ph.D. in Economics from Fordham University as well as a B.B.A. from Iona College. Her thesis, China’s New Millennium Financial Liberalization Programs: Economic Risks to the Chinese Retail Investor has been presented and discussed at multiple forums.
Director & Founder
David Bullen founded his own independent advisory consultancy in 2012, specialising in fixed income electronic trading and market structure change; driven both by regulatory reform and electronic efficiency. Prior to this, David led Citigroup's Global Rates & Credit e-Commerce businesses for 17 years. Previously, David managed Citi's cross-asset class FI & FX e-Commerce businesses in Europe and was also heavily involved in the launch of the FIX protocol to the Equities market whilst at Salomon Brothers in the mid to late-90's. He has a genuine cross-asset class appreciation of e-trading in capital markets.
David’s clients, on both buy-side and sell-side, span areas as diverse as regulatory-driven futurisation in OTC interest rate space, efficiency changes in fixed income primary markets, a technology network utility-driven initiative in European credit markets pre trade information, a global investment management company’s e-strategy and advising a regional investment bank on ecommerce and regulatory reform strategy. David has also advised technology start-up companies through their development to launch and early stage build out. David is currently the Secretary-General of the Electronic Debt Markets Association (EDMA) in Europe; the trade association focused on (cash and derivative) market regulations for all European fixed income Multi Lateral Trading Facilities. David also co-ordinates the SI Registry Data Group of seven of the leading Approved Publication Arrangements (APAs) in Europe. Frequently, David develops, chairs and contributes to leading financial industry conferences, roundtable discussions and workshops.
David is a Chartered Fellow of the Chartered Institute for Securities and Investment and a former Trustee Director of a £4bn pension scheme for 10 years.
Capital Markets Strategies
Head of Development
Applied Real Intelligence LLC
Zack Ellison, CFA, CAIA is an entrepreneur, venture capitalist, and Head of Development at Applied Real Intelligence LLC (“A.R.I.”) of Beverly Hills, California.
A.R.I.’s investments are focused on the highest potential seed and early-stage FinTech firms led by innovators who benefit from A.R.I.’s long-term relationship focus and support with regards to business operations, network connectivity, and follow-on financing.
A.R.I.’s consulting practice powers growth in mature financial firms by harnessing technology, data science, predictive analytics, and Artificial Intelligence along with the latest advances in trading, investing, and risk management theory to create process efficiencies, improve decision making, and generate sustainable competitive advantages.
Previously, Mr. Ellison worked at Deutsche Bank, Scotia Capital, Sun Life Investment Management, and Thomson Reuters as an investment banker, bond trader, and institutional investor predominantly.
Mr. Ellison earned a Bachelor of Arts degree from Swarthmore College while majoring in Economics. He holds an MBA with concentrations in Analytic Finance and Economics from The University of Chicago Booth School of Business along with an MS in Risk Management from New York University's Stern School of Business. Additionally, he holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.
Head of North American Sales
Billy Hult is President of Tradeweb. Hult is a key figure in online markets, and has a proven record of innovation and business leadership. In his roles at Tradeweb, he has been responsible for originating and growing many of Tradeweb's global markets, including its highly successful TBA-Mortgage platform. In 2007, he was instrumental in working with the dealers and Thomson Reuters to create a historic partnership to grow online trading. In 2008, Hult took responsibility for Tradeweb's inter-dealer business, following the acquisition of Hilliard Farber (now known as Dealerweb Inc.), a boutique brokerage. He was also named one of Institutional Investor News' Rising Stars for his pioneering work in the online markets. In February 2009, Hult was responsible for launching Tradeweb's first inter-dealer electronic trading platform. Prior to joining Tradeweb, Hult held a variety of trading positions at Société Générale. Hult serves on the board of Tradeweb and is a graduate of Denison University. He also serves on the board of directors for Boys Hope Girls Hope New York.
Head of Global Credit, TRS, and Price Transparency
Paul Kaplan joined Bloomberg L.P. in 2015 and is the Head of Global Credit, TRS, and Price Transparency. In this position, he is responsible for the overall strategy and product development of Global Credit, TRS, and Price Discovery within Bloomberg’s Electronic Trading Solutions (ETS) group. Mr. Kaplan has also served as a Business and Operations Manager for Bloomberg SEF LLC since 2015.
Prior to joining Bloomberg, Mr. Kaplan was a Director at Deutsche Bank (4/2008 - 10/2015) and an Executive Director at J.P. Morgan (11/1998 - 4/2008). His responsibilities at these firms included managing the US Corporate IG Front-end Trading Desk, trading US corporate IG front-end debt, developing algorithmic trading for US cash corporate bonds and CDS indices, managing the USD Spread Product Trading Desk (Government-Sponsored Enterprises (GSEs), USD Sovereign, Supranational and Agencies (SSA), FDIC guaranteed bonds, and USD non-US guaranteed bonds), trading all instruments covered on the USD Spread Product Trading Desk, running syndication for all GSE products, trading USD Repo specials, and starting USD Repo trading in Tokyo and London. Mr. Kaplan holds a Bachelor of Business Administration from the University of Michigan Ross School of Business.
President and Chief Executive Officer
Lynnette Kelly is President and Executive Director of the Municipal Securities Rulemaking Board (MSRB) where she leads the self-regulatory organization whose mission is to protect investors, state and local government issuers and other municipal entities, and the public interest by promoting a fair and efficient municipal securities market. In addition to her management responsibilities, Ms. Kelly provides strategic counsel to the MSRB Board of Directors, and develops long-range initiatives in support of the MSRB’s mission.
Rialto Trading Technology
Senior Vice President, Head of Relationship Management
Jennifer is also a professional opera singer and earned her Bachelor and Master of Music Degrees at Oberlin College Conservatory of Music and Yale University School of Music, respectively.
Head of Market Structure Research
Kevin McPartland is the head of the Greenwich Associates Market Structure and Technology practice. He has 15 years of capital markets industry experience with deep regulatory and technology expertise in fixed income, FX, and equity markets. Kevin has presented at a wide range of industry conferences and is quoted regularly in the financial media including The Economist, Wall Street Journal, NY Times, Financial Times, and numerous other industry publications. He has also provided live and taped commentary for CNBC, National Public Radio, Bloomberg TV and Reuters TV.
Head of FX Execution, FX, Fixed Income & CDS Trader
AXA Investment Management
Head of FICC
Jump Trading Group
Mark Bruce: Jump Liquidity, Head of Sales and Strategy; Jump Trading Group, Head of FICC
Mark is the Head of Fixed Income, Currencies and Commodities for Jump Trading Group and has recently taken on oversight of Sales and Strategy for Jump Liquidity. Mark joined Jump in 2016 after seven years at EBS and BrokerTec, most recently as their Head of Global Product. Mark has a passion for market structure and represents Jump on a number of industry bodies, including the NY Fed FX Committee, ECB FX Committee, the LME User Committee and as a board member of the FXPA. Always with a focus on speed and efficiency, Mark started his career as a professional triathlete after graduating from Loughborough University in 2008.
Managing Director, is the Head of U.S
Stephen Laipply, Managing Director, is the Head of U.S. iShares Fixed Income Strategy and a member of BlackRock's Systematic Fixed Income Product Strategy Team.
Mr. Laipply's team is responsible for supporting client engagement, creating thought leadership on fixed income markets and fixed income ETFs, developing new fixed income ETF applications across both institutional and retail channels, and partnering with the iShares business on fixed income ETF product design and distribution. Mr. Laipply is also a member of BlackRock's Investment Strategies and Insights team. Prior to joining BlackRock in 2009, Mr. Laipply was a senior member of the Interest Rate Structuring and Strategic Solutions groups at Bank of America Merrill Lynch where he structured and marketed risk management solutions to institutional clients across interest rate, credit and securitized exposures.
Mr. Laipply earned a BS degree, in finance from Miami University, and an MBA in finance from the Wharton School of the University of Pennsylvania.
Global Head of Fixed Income and Commodities Trading.
Matt Berger is a partner at Jane Street and serves as the Global Head of Fixed Income and Commodities Trading. He has been involved in ETF trading since 2001, when he started his career trading for Jane Street on the floor of the American Stock Exchange. Matt has the unique distinction of having traded on every ETF desk at the firm. He also developed the firm’s ETF automated market making capabilities and founded its London ETF desk in 2006.
Chief Executive Officer
Cauldon D. Quinn is a graduate of the U.S. Naval Academy. Mr. Quinn was a volunteer for the initial phase of Operation Enduring Freedom in 2001 and was responsible for providing forward combat logistical support to surface, aviation, and coalition special force units operating in Afghanistan. Mr. Quinn began his civilian career with an equity agency execution broker-dealer, ultimately serving as the Director of Client Services. A disabled veteran himself, Quinn joined a SDVOSB broker dealer, Drexel Hamilton, LLC in 2010.
Assuming dual responsibilities as Chief Financial
Officer and Managing Director responsible for the equity business, Quinn
contributed to the growth of Drexel Hamilton from 3 employees in 2010 to over
100 employees in 2016. With the benefit of experience, in 2017 Quinn founded
Bancroft Capital, LLC, the only Service-Disabled Veteran-Owned Broker-Dealer
certified in the Commonwealth of Pennsylvania. Bancroft is a
content-driven firm founded by long-time industry talent, headquartered in PA,
and the only broker-dealer of its type to maintain a formal Veteran Training
Program (“VTP”) and partnership with Villanova University for the education and
advancement of disabled veterans into careers as an institutional broker/banker.
Managing Director, Head of U.S. Rates Strategy and Product Management
Tradeweb Markets LLC
Elisabeth is a Managing Director at Tradeweb Markets and Head of U.S. Rates Strategy and Product Management focused on the development of the electronic trading business for U.S. Markets. She joined Tradeweb in 2011 as a Vice President, supporting market strategy and working on integrated solutions to build and bolster functionality across Tradeweb’s Rates platforms.
She was an integral part of the Tradeweb team that helped develop and launch the firm’s leading swap execution facilities (SEFs), supporting electronic trading of derivatives as mandated by the Dodd-Frank Act. Kirby has a track record of developing innovative trading and workflow solutions, including Tradeweb’s market leading compression tool for derivatives. Prior to joining Tradeweb, she worked in the Capital Markets Structuring group at BNP Paribas. Kirby was recognized by the Markets Media Women in Finance Markets Choice Awards as a Rising Star in 2016 and for Excellence in Product Management in 2017, and she has served as a speaker at multiple industry events, including FIA EXPO, ISDA North America, the FIA-SIFMA Asset Management Derivatives Forum, and the Credit Suisse Global Trading Forum.
Elisabeth holds a B.S. in Finance from Boston College and earned her M.S. in Accounting and Finance from the London School of Economics.
Founder and CEO
Geoff Fite is founder and CEO of Fite Analytics. He was
previously President, BondEdge Solutions at Interactive Data Corp, Chief
Operating Officer at Moody's Analytics, and Chief Technology Officer and
Moody's KMV. Prior to Moody's, Geoff was part of the team that sold a web-based
retirement planning solution to Morningstar. Geoff has a Bachelor's degree in
political science from the University of California at San Diego, and a
Master's Degree in East Asian Languages and Cultures from Columbia University.
Global Head of Market Structure
Amy is global head of Market Structure Strategy for the Securities Division. She serves on the Goldman Sachs & Co. LLC Fixed Income Best Execution Subcommittee and was previously co-head of the Securities Division Women’s Network. Earlier in her career, Amy was in Global Credit Trading. She joined Goldman Sachs in 2006 as an analyst in the Investment Banking Division and was named managing director in 2017. Before joining the firm, Amy worked at UBS.
Chief Executive Officer & Co-Founder
Prior to GLMX, Glenn spent twenty-two years at JP Morgan Chase where he served as Managing Director responsible for Global Liquidity Management and as Chair of the Liquidity Risk Committee. His responsibilities within the Global Treasury Division included oversight of all debt issuance for JP Morgan Chase and its subsidiaries; development and implementation of the Bank’s asset and liability management process; and establishment of the Bank’s liquidity risk policies. Glenn holds an AB/Economics from Dartmouth College.
Managing Director, Head of Securitized Products Research
David Zhang is a Managing Director and Head of Securitized Products Research at MSCI. His team is responsible for developing models and analytics to support investment analysis, risk management, and regulatory compliance.
Before joining MSCI, Dr Zhang was Managing Director and head of Securitized Products modeling at Credit Suisse for more than a decade. At Credit Suisse he was responsible for supporting risk, regulatory and client analytics as well as sales/trading quantitative strategies. Dr Zhang’s group developed one of the most widely used MBS models by fixed income institutional investors. Their work was consistently awarded top ranking by various industry and client surveys, including Institutional Investor All-America Research Team ranking in Agency prepayment. They also won the award for best paper by the American Real Estate Society for research on effectiveness of government mortgage programs
David serves on the boards of TCFA (The Chinese Finance Association), GCREC (Global Chinese Real Estate Congress), and NY PRMIA (Professional Risk Management International Association). He co-chairs the China Market Committee of SFIG (Structured Finance Industry Group). Dr Zhang has a Ph.D. from Princeton University.
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