Fixed Income Leaders USA Summit 2018

June 06 - 08, 2018

Westin Copley Place, Boston

44 (0)207 368 9576


Howard Lutnick
Cantor Fitzgerald
Jason Schenker
Chairman of the Futurist Institute and President
Prestige Economics
Supurna Vedbrat
Head of Global Trading.
As Head of Global Trading Supurna oversees BlackRock’s Global  trading activities and is responsible for driving innovation and setting the platform’s strategic vision.  Supurna is a member of BlackRock’s Trading and Liquidity Strategy Executive Committee, Global Operating Committee as well as the Human Capital Committee. Previously, Supurna was BlackRock’s Deputy Head of Trading, where her responsibilities included Global Equities Trading and Prime Brokerage Financing.  She was also Co-head of electronic trading and market structure across asset classes.    Her understanding of both the buy-side and sell-side as well as electronic trading allowed her to work towards industry solutions that work for both sides during this unique period of rapid change in the industry as it relates to trading.  Externally Supurna sits on the CFTC Technology Advisory Committee (TAC) and the CFTC Global Markets Advisory Committee (GMAC). Apart from BlackRock, Supurna’s professional history spans over 19 years both in the US and Europe within the Financial Industry and the Technology Industry. Prior to joining BlackRock, she consulted for the firm she founded, Strategic Solutions Consulting Corp.  Supurna also held various positions at Bank of America, ING Barings in London and Lehman Brothers in NY. She started her career as a software engineer with IBM at their research center in New York. Supurna is a committed member of the board of Women in Derivatives (WIND, a non-profit organization).  In 2016, Supurna received the Markets Media Women in Finance Award for Excellence in Leadership.  She is also a member of BlackRock’s Women’s Initiative Network (WIN).   She has a Computer Science degree from Rutgers University, USA, and a Mathematics(Hons) degree from Delhi University, India.
Iseult Conlin
VP, Trading and Liquidity Strategies
Iseult Conlin, CFA, Vice President, is a member of the Investment Grade Corporate Credit Trading desk within BlackRock's Trading and Liquidity Strategies Group. She is responsible for front-end corporate cash trading, as well as industrials sector trading. Iseult has been instrumental in the development and adoption of an open access all-to-all electronic credit trading platform. Prior to her current role, Iseult worked on the Global Capital Markets desk managing the investment grade primary market issuance process. Prior to joining BlackRock in 2010, Ms. Conlin was a Latin American economist and fixed income strategist at Bank of America in New York. She was responsible for coverage of Colombia and Peru, where she recommended leveraged discretionary portfolio trades in local debt, external debt and FX. Ms. Conlin earned a BA degree in economics and psychology from New York University in 2009. She was a member of the NYU Women's Basketball Team and is a member of Phi Beta Kappa.
Sam Priyadarshi
Head of Fixed Income Derivatives
Samis a senior investment professional with in-depth experience in derivatives,risk management, structured transactions and alternative investments. Deepknowledge of fixed income and derivatives markets and several years ofexperience leading teams responsible for trading, researching strategies, andgenerating alpha. Highly proficient in hedging with rates, credit, equity andFX derivatives. Skilled in developing derivatives strategies and quantitativeanalysis involving futures, swaps, swaptions, CDS, equity options, andstructured notes. Extensive technical skills and experience in creating tradingand risk management platforms. Expertise in fixed income portfolio analytics,CDO and structured credit analytics, asset-liability management, portfoliooptimization, and alternative investments research. Strong knowledge ofinsurance GAAP, SAP, RBC and RSAT. Deep relationships with investment banks,insurance companies, asset managers, law firms, hedge funds, and accountingfirms.
Tracy Rucker-Wilson
Head of U.S
Vanguard’s Fixed Income Derivatives
Tracy Rucker-Wilson works on Vanguard’s Fixed Income Derivatives trading and portfolio risk management team. Since joining Vanguard in 2001, Ms. Rucker-Wilson has held various roles within the organization’s Investment Management, Retail, and Corporate divisions. Most recently, she was head of U.S. investment risk management which oversees risk and performance analysis for active and passive stock funds, bond funds, money market funds, and stable value funds. Before joining Vanguard, Ms. Rucker-Wilson worked in quality and productivity for JPMorgan Chase and was a Six Sigma master black belt. She has more than 20 years of project management and leadership experience, including over 15 years in financial services. Ms. Rucker-Wilson is a graduate of the University of Virginia, where she earned a B.S. in aerospace engineering. She earned her master of engineering degree in mechanical engineering from Villanova University and her Six Sigma black belt certification from the Six Sigma Academy. Ms. Rucker-Wilson is a Financial Risk Manager, certified by the Global Association of Risk Professionals.
Bill De Leon
Managing director, Global head of portfolio risk management
Mr. De Leon is a managing director in the Newport Beach office and global head of portfolio risk management. He previously served as a portfolio manager focusing on derivatives and absolute return strategies as well as interim head of analytics. He represents PIMCO on the board of ISDA and serves on PIMCO's global risk committee, counterparty risk committee, new product review committee and BCP/DR recovery oversight group. He chairs its best execution committee. Prior to joining PIMCO in 2007, he was a portfolio manager at the hedge funds Ellington Management Group and Caxton. Previously, he was a managing director and a senior member of the investment strategy group at BlackRock. He has 27 years of investment experience and holds an undergraduate degree from the University of Pennsylvania
Masaya Okoshi
Managing Director and Director, Credit Trading, Americas
Wellington Management
As the director of Credit Trading, Americas, Masaya oversees the execution of the firm’s trading in investment-grade, high-yield, municipal, mortgage, and structured product securities. His team examines the marketplace for strategic opportunities and plays a critical role in gathering and communicating market and sector information to the firm. In addition to managing his team, Masaya also specializes in trading telecom, media, cable, and tech bonds. Prior to joining Wellington Management in 2013, Masaya spent four years at Deutsche Bank (2009 – 2013), where he ran Investment Grade Fixed Income Trading. Prior to that, he worked at Bank of America Merrill Lynch (1998 – 2009), where he also ran Investment Grade Fixed Income Trading. Masaya earned his BA in economics from the Massachusetts Institute of Technology (1998).
Erik Tumasz
Managing Director, Fixed Income Trading Technology
Wellington Management
Erik is the manager of the Fixed Income Trading Applications Team. Erik and his team ensure products, specifically the Global Trading System Fixed Income, are developed and enhanced in line with trading objectives and industry best practices. Erik provides functional leadership, driving product design while ensuring that WMC products are compelling and demonstrate value to the traders.  His proprietary applications are used to trade in the US, London, and Asia.
Isaac Chang
Co-head of Trading
Isaac is the Co-head of Trading at AQR. In this role, he is responsible for managing the firm’s trading operations across all asset classes and regions. Prior to AQR, Isaac was the Global Head of Fixed Income, Currencies and Commodities at KCG Holdings, where he was responsible for all aspects of automated trading for the division. Previously, he spent nearly 12 years at Goldman Sachs, most recently as a Managing Director in Interest Rate Products. He began his career in the Risk Management and Analytics group at BlackRock. He has served on the Treasury Borrowing Advisory Committee (TBAC), and has been frequent conference speaker on topics related to trading and market structure. Isaac earned a B.S.E. in Computer Science from Princeton University and an M.B.A. from New York University’s Stern School of Business.
Glenn Taitz
Head of Fixed Income Trading
Glenn Taitz is the Global Head of Fixed Income Trading and is responsible for Invesco’s fixed income trading desks in the U.S., U.K. and Hong Kong. Mr. Taitz has over 30 years of experience in trading, structuring and sales of global fixed income products. Mr. Taitz recently joined Invesco from RBC Capital Markets after working 10 years at UBS and 8 years at Merrill Lynch. Mr. Taitz has extensive experience in trading and structuring fixed income derivative products. Mr. Taitz received a Bachelor of Arts in Economics from Colgate University and holds Series 3, 7 and 63 licenses.
Alex Sedgwick
Vice President, Fixed Income Market Structure
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.

Marc Wyatt
Global Head of Trading
T. Rowe Price
Marc Wyatt is a vice president of T. Rowe Price Group, Inc., and is head of Global Trading. He has responsibility for trading desks in the U.S., Europe, and Asia. These teams execute transactions across multiple asset classes, including equity, fixed income, foreign exchange, and derivatives. In addition, Marc oversees the Investment Operations, Portfolio Modeling, Market Structure, and Electronic Trading Groups, as well as Brokerage and Trading Services. Prior to joining the firm in 2017, Marc was the director of the SEC's Office of Compliance Inspections and Examinations, where he oversaw examinations of investment advisors, investment companies, broker-dealers, and other financial companies. Prior to his tenure at the SEC, he was a principal and senior portfolio manager in the London office of Stark Investments, a multi-strategy hedge fund where his responsibilities included oversight of trading and risk management. Marc earned a bachelor's degree in economics from the University of Delaware and an M.B.A. from Duke University, The Fuqua School of Business. He also has earned the Chartered Financial Analyst designation.
Eric Charron
Head of Global Trading
Liberty Mutual Group
Mr. Charron is a graduate of the University of Massachusetts where he earned a Bachelor’s Degree in Business Administration and the University of Vermont where he earned an Master’s Degrees in both Business Administration and Statistics. Mr. Charron has over 12 years of experience in varying Investment Management roles, including over 10 years of Trading & Management experience within Global Markets at Liberty Mutual. Prior to joining Liberty Mutual, he was a Research Assistant at the University of Vermont and a Corporate Accountant at Blue Cross Blue Shield.
Stephen Berger
Managing Director, Government and Regulatory Policy
Stephen Berger is a Managing Director at Citadel, where he leads the firm’s engagement on legislative and regulatory initiatives impacting the financial industry globally, including the Dodd-Frank Act in the United States and EMIR and MiFID II in Europe. Berger has testified before the House Agriculture Committee on the impact of the G-20 clearing and trade execution requirements, presented before CFTC advisory committee meetings on issues including package transactions and position limits, participated in workshops at the New York Fed and Chicago Fed on CCP recovery and resolution, and spoken on panels at MFA, FIA, and ISDA conferences on topics ranging from cross-border harmonization to margin requirements for uncleared swaps. He has served as Chair of the Managed Funds Association’s Derivatives and Swaps Committee and is an active participant in a number of MFA, AIMA, SIFMA AMG, and ISDA committees. Prior to joining Citadel, Berger was an Executive Director at UBS Investment Bank, where he led UBS’s US financial regulatory reform team. Mr. Berger received a bachelor’s degree from Princeton University.
James Wallin
Senior Vice President, Fixed Income
Alliance Bernstein

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.

James Switzer
Head of Credit Trading
Alliance Bernstein

James Switzer joined AllianceBernstein in 2011 as global Head of Credit Trading, overseeing both investment-grade and high-yield credit trading. Previously, he was a managing director at Société Générale, where he managed the Financial Institutions Credit Trading Desk, and at BNP Paribas, where he managed the Investment Grade Trading Desk from 2000 to 2002. Switzer also formerly served as a sector portfolio manager/trader at UBS Principal Finance (from 2002 to 2005) and at Sigma Capital (from 2005 to 2008). Earlier in his career, he worked at Paine Webber and Co.; Kidder, Peabody & Co.; and Alex. Brown & Sons. Switzer holds a BA in biology from Colgate University.

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

Dwayne is Head of US Fixed Income Tradingin Long Only Asset Management. He joined Morgan Stanley in 2009 and has 21years of investment experience. Prior to joining the firm, Dwayne spent nineyears with JPMorgan Asset Management as a senior portfolio manager. Mostrecently, he was head of Investment Grade Credit Strategy leading portfolioconstruction, sector allocation, trading and credit research. Previously,Dwayne served as portfolio manager with Criterion Investment Managementspecializing in the corporate bond sector. Dwayne received a B.A. in economicsfrom the University of Maryland and an M.B.A from Northeastern University. Heholds the Chartered Financial Analyst designation and is a member of the NewYork Society of Securities Analysts.

Alexander Bouzalis
Executive Director
Morgan Stanley Investment Management
Alexander is a trader on the Global Fixed Income team. He joined Morgan Stanley in 2007 and has 22 years of investment experience. Prior to joining the firm , Alexander worked as an FX trader at Bankers Trust and NatWest Bank. Previously, Alexander was the head of Equity and Listed Derivative Trading for Emporiki Invesment Bank. He received a B.S. in finance from Northeastern University and M.B.A. from Duke University.
Jamie Anderson
Head of US Trading
Insight Investment
Greg Heller
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.

Steven Divittorio
Managing Director, Head of US High Yield Trading
Barings Asset Management
Juan Landazabal
Global Head of Fixed Income Trading
Deutsche Asset Management
Joined Deutsche Asset Management in 2013 with 19 years of industry experience. Prior to joining, Juan was Head of Fixed Income Trading at Fidelity Investments International, London. Previously, he served as Director of Credit Products, Capital Markets Division at Caja Madrid. Before, he was a Vice President in Debt Capital Markets at Santander Investments in New York and Madrid. Juan started his career in a management trainee program and corporate finance at BBVA in Madrid and New York BA in Economics from Kingston University London; MSc in International Banking & Financial Studies from Heriot-Watt University, Scotland
Alvin Burgos
Head of US Fixed Income Trading
Deutsche Asset Management
Head of US Fixed Income Sector Management Trading: New York Joined the Company in 2005 with 7 years of industry experience. Prior to his current role, Alvin was a Credit Portfolio Manager. Before joining, he served as a Corporate Bond Sector Manager at Brown Brothers Harriman. Previously, Alvin worked as a Fixed Income Research Associate at JPMorgan Chase, where he covered Financial Institutions and Industrials in Investment Grade and High Yield for short and long-term investment strategies BS in Business and MBA in Finance from Fordham University; CFA Charterholder
Mustafa Chowdhury
MD, Head of Rates
Voya Investment Management
Neal Rayner
Head of US Fixed Income Trading
Janus Henderson Investors
Neal Rayner is Head of U.S. Fixed Income Trading at Janus Henderson Investors, a position he has held since 2017 when he joined Janus. Mr. Rayner joined Janus from Aberdeen Asset Management where he was Head of Fixed Income Trading – U.S. since 2009 and also served concurrently as a high yield investment manager and trader from 2005. Prior to Aberdeen, Neal was an investment grade trader and portfolio manager at Deutsche Asset Management from 2000 to 2005 and a portfolio analyst from 1998 to 2000
Mike Nappi
Vice President, Investment Grade Corporate Bond Trading
Eaton Vance
Michael is responsible for all investment grade corporate bonds, preferred stock, and hybrid securities trading across all sectors, with a focus on maturities three years and beyond. He has experience in electronic trading, operations, pricing, and order management systems. Michael is involved in the corporate bond strategy for managed accounts, playing a role in planning and execution, while also providing market information to the portfolio management teams. He also trades for a variety of closed-end and other mutual funds. Michael has spoken at numerous events pertaining to market structure and trading protocols, and has been with the Eaton Vance since 2000.
Michael O’Brien
Director of Global Trading
Eaton Vance
Michael O'Brien is a vice president of Eaton Vance Management and head of global trading, overseeing a team responsible for best execution of all trades for the Global Fixed Income department as well as other foreign exchange spot and hedging trades for other Eaton Vance investment teams. In addition, he is responsible for trading-related research and broker-dealer relationships for the Global Fixed Income department. Prior to joining Eaton Vance in 2005, Michael was affiliated with Wellington Management Company for two years and spent three years at Brown Brothers Harriman. Michael earned a B.A. in economics and Spanish from the Colby College, and an M.S. in finance from the Carroll School of Management at Boston College. He is a CFA charterholder and a member of the Boston Security Analysts Society.
Angela Patel
Senior Vice President
Putnam Investments
Angela Patel is the Senior Vice President of Fixed Income Trading and oversees all fixed income trading operations at Putnam Investments. Is this role, she is also directly involved in fixed income strategic initiatives for a broad client base and is directly involved in regulatory and other matters. Ms. Patel has been in the investment industry since she joined Putnam in 1995. Her educational background consists of a Bachelor's Degree from Westminster College and Master's degree studies at both Tufts University (Philosophy) and the University of Connecticut (Literature). She has also earned a certificate in Creative Writing from Stanford University.
Brian Mandirola
Executive Vice President, Head of Trading
Hartford Investment
Anthony Cucinotta
Head of Trading
Capital Advisors Group
Anthony Cucinotta is responsible for trade execution and strategy implementation at Capital Advisors Group, while also providing market information and investment strategy ideas to the Portfolio Management and Research departments. Anthony joined Capital Advisors Group in 2000 and serves on the Company’s Credit and Investment Committees. Anthony holds a B.A. degree in marketing with a minor in economics from Syracuse University and is a member of the Boston Securities Traders Association.
Isaac Lieberman
President and CEO
Aston Capital Management
Isaac Lieberman founded Aston Capital Management as a quantitative hedge fund in November 2013 and currently serves as Chief Executive Officer. As a veteran trader of proprietary quantitative strategies, Isaac has more than 20 years of experience trading in global FX and Fixed Income markets. Prior to founding Aston Capital Management, Isaac was Managing Director at J.P. Morgan where he was the Head of Algorithmic Trading and the Head of Electronic FX Options Trading. Before joining J.P Morgan in 2008, Isaac was Head of the FX and Fixed Income division in the Principal Strategies Group at Bear Stearns where he worked from 1996.
Brandon Rasmussen
Fixed Income and Equity Trading
Russell Investments

B.S., Finance, Seattle University, 2006; Licensed Registered Representative, FINRA Series 7, 24, 55 and 63

Brandon Rasmussen is a Senior Fixed Income trader for Russell Investments. Brandon is responsible for the direction and oversight of global fixed income trading activity. The current product suite includes short term investments, exposure management, transition management, execution services, commission recapture, ETFs, emulation, interim portfolio management and portfolio solutions.

Prior to his role, Brandon worked as a trader responsible for executing trades for foreign and domestic fixed income securities for the Russell funds and third party client accounts. He facilitates the day-to-day trading and strategy of fixed income activity. His duties encompass planning trade strategy, pre-trade cost analysis, execution and post-trade review. Brandon joined Russell Investments in 2005.

Russell Implementation Services Inc. is an SEC registered investment adviser and FINRA member broker dealer.

Chris Ferreri
Chief Operating Officer
Hartfield, Titus and Donnelly
Chris joined Hartfield, Titus and Donnelly following a three-decade career with ICAP, plc. He brings HTD a unique combination of a deep understanding of the Interdealer Broker space and the technological nuances of electronic trading. He has been a pioneer in electronic brokerage with experience in business development, product positioning, systems design, development and deployment. The trading model that he helped to design remains the predominant trading platform for the interdealer fixed income market across the globe. In addition to the senior executive positions at ICAP, he serves on Advisory Boards for the Stevens Institute of Technology School of Systems and Enterprises and their Financial Systems Center. He was a founding member and three-term Chairman of the Wholesale Markets Brokers Association, Americas, as well as a long-time mentor with the Columbia University Executive Masters in Information Technology program.
Kevin James Fay
Senior Risk Analyst
BNY Mellon
Kevin is a Senior Risk Analyst at Bank of New York Mellon, where he is part of an Enterprise data analytics team responsible for comprehensive portfolio risk analysis. Kevin has supported efforts around liquidity risk analysis and consolidated reporting of trade data, among other initiatives. Previously, Kevin worked at Fidelity as an Investment Risk Analyst tasked with oversight of FMRCo’s risk production cycle, highlighting notable changes in market risk exposure at both a macro and fund specific level.
Marianne Winkelman
VP, Director of Global Bond, EM and FX Trading
Loomis, Sayles & Company
Gregg Moore
Head of Trading, Americas Fixed Income
Marc P. Seidner
CIO Non-traditional Strategies, Managing Director and Head of New York Portfolio Management
Bill Adams
Global CIO, Fixed Income
Robert Tipp
Managing Director, Chief Investment Strategist
Payson F. Swaffield
Chief Income Investment Officer
Eaton Vance Management
Payson Swaffield is a vice president and chief income investment officer of Eaton Vance Management.He is responsible for all income disciplines at Eaton Vance, including investment-grade and highyield bonds, floating-rate loans, global fixed income, municipal bonds and customized solutions for institutional and retail accounts. He joined Eaton V ance in 1990. Payson began his career in the investment management industry in 1978. Before joining Eaton Vance, he held positions in valuation and corporate finance with Conning & Company, State Street Bank, Duff & Phelps, Inc. and in commercial lending with Nor thern Trust. Payson earned a B.A. from Middlebury College and an MBA from the University of Chicago Booth School of Business. He served on the Board of the LSTA (Loan Syndications and Trading Association) from 2001-2008. Currently Payson serves as an overseer of the Museum of Science in Boston, and is a member of the investment advisor y committee for the Iococca Family Foundation.
Adrian Helfert
Head of Global Fixed Income USA
Ritirupa Samanta
Managing Director, Global Head of Systematic Fixed Income & Senior Portfolio Manager
FICC State Street Global Advisors
Riti Samanta is a managing director and part of the Senior Leadership Team (SLT) at State Street Global Advisors. She is responsible for the development of smart beta fixed income, currency, and active rates investment strategies for SSGA. Previously, she headed the Asset Allocation and Currency research teams developing investible strategies in these areas using quantitative models for return forecasting, risk measurement, and portfolio construction. She is part of the Fixed Income, Cash and Currency (FICC) SLT and a member of the Technical Committee that evaluates all quantitative research in the firm. She is a senior portfolio manager in FICC. Before joining SSGA, Riti was a senior research associate at State Street Associates using institutional flows, holdings and market returns to forecast investor behavior in equity and currency markets. She has published research on Extreme Value Theory, studying the effect of incorporating non-normalities and time-sensitive correlation structures in various aspects of quantitative modeling. Her research has been published in the Journal of Performance Measurement and presented at the Society for Nonlinear Dynamics and Econometrics. Riti holds a PhD in international finance and economics from Brandeis University, a MS in finance from Brandeis, and a BA in economics (minor in mathematics) from Reed College, where she held the Walter Mintz scholarship in economics.
Matt Tucker
Head of Fixed Income Strategy
Russell Budnick
Head of Taxable Fixed Income
JP Morgan WM
Russ Budnick serves as the US & EMEA Head of Credit Trading for Global Wealth Management at J.P. Morgan. In this role, he oversees a twenty-five person team responsible for fixed income strategy, trading and investment solutions within taxable fixed income products including Corporate Bonds, Emerging Markets and Securitized Products for high net-worth individuals. In addition to trading, strategy and single name idea generation, the team advises private clients on the implementation of fixed income investing strategies within the context of their overall investment portfolios. Mr. Budnick is a member of the Capital Markets Investment Group which formulates investment views and identifies tactical brokerage opportunities. Prior to joining Global Wealth Management in 2009, Russ worked at JPM Investment Bank on the Investment Grade Syndicate Desk focusing on structuring and distribution of new issue investment grade debt transactions. Russ began his career in 2005 within the fixed income department of Bear, Stearns & Co Inc on the corporate syndicate desk. Mr. Budnick received a bachelors degree from Middlebury College with a double major in Economics and Political Science. He currently lives in Connecticut with his wife and two children.
Jarred Sherman
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.

David Saab
Managing Director
JP Morgan Private Bank

He is the global head of fixed income and absolute return funds This is including 40act and UCITS vehicles. Prior to joining J.P. Morgan in 2011, he was working as a Portfolio Manager at Banque Privee Edmond de Rothschild. He headed their Fixed Income and Absolute Return fund research as well as their broader multi-manager team, developing expertise in High Yield, Leveraged Loans and Emerging Markets debt David was a member of the investment committee at BPERE and had built tailored asset allocation solutions for high net worth clients. He started his career at J.P. Morgan where he worked on the Masterswap desk. David holds a master’s degree in Finance from Audencia Nantes Business School and has attended the MBA program of Georgia State University in Atlanta, GA

Adam Purzitsky
Co-Head, Global Rates Team
Old Mutual Global Investors
Marc Chandler
Head of FX Strategy
Brown Brothers Harriman
Marc’s global team spans three locations, with people in US, London and Tokyo to provide real asset managers with commentary, analysis and trade ideas in fixed income, equities and FX. Marc actively advises clients on key challenges with in fixed income, including low negative interest rates, the latter of which is unprecedented, and more volatile exchange rates, which makes hedging more expensive.
Leslie Falconio
Senior Fixed Income Strategist, Head of Tactical Fixed Income Allocation
UBS Wealth Management
Leslie Falconio is a senior investment professional within the Chief Investment Office of UBS Wealth Management and runs the tactical asset allocation within US fixed income. Ms. Falconio has more than 20-years in the industry, as a lead portfolio manager on the institutional and hedge fund side of the business including MetLife, Oppenheimerfunds, Soros, Graham Capital and Mizuho. Leslie has lead several successful management teams within rates, derivatives and credit, and was the lead portfolio manager on an Intermediate US fund specializing in rates, derivatives and credit which was recognized in the Wall Street Journal as a top performing fund. Leslie has been quoted in multiple media networks including the WSJ, Bloomberg, and Reuters. She has spent time on several non-for profit boards and is involved with various philanthropic organizations. Leslie holds an undergraduate degree in Finance and Computer Science from the State University of New York at Buffalo. Leslie earned her Master of Business degree in Finance and Corporate Accounting from the University of Rochester, William E. Simon Graduate School of Business.
Mike Huff
Director of Portfolio Management and Asset Allocation
Michael McEachern
Head of Public Markets
Muzinich & Co
Liakos Papapoulos
Senior Investment Manager Treasury
MN Asset Management
Paresh Upadhyaya
Global Bond Portfolio Manager
Pioneer Investments
Bradley K. Wilson
Managing Director, Head of Fixed Income
Boston Private
Mr. Wilson’s responsibilities include managing fixed income portfolios for individual and institutional portfolios, investment research and trading. Mr. Wilson is also responsible for being a contributor to the formulation of fixed income policy and strategy. Previously, Mr. Wilson was a Director at UBS Investment Bank in the fixed income department working as a senior trader on the US Government trading desk and previously worked in the Wealth Management division of UBS focusing on client portfolio management. Mr. Wilson  started his career in the fixed income department of Prudential Securities. Mr. Wilson received a Bachelor of Arts degree in Economics at Lafayette College in Pennsylvania. He is a certificate holder from the Securities Industry Institute sponsored by the Wharton School of Business in Philadelphia.
Lee Ferridge
Senior Managing Director, Head of Multi-Asset Strategy, The Americas
State Street Global Markets
Lee Ferridge is a senior managing director and the North American head of Multi-Asset Strategy for State Street Global Markets. Mr. Ferridge and his team formulate foreign exchange, fixed income and equity market views for State Street’s range of clients using unique proprietary flow indicators. Originally from the UK, he is now based permanently in Boston. Lee joined State Street in February 2008 and in addition to more than 15 years of experience as a macro strategist, he has also worked as a proprietary trader. Lee has a Bachelor of Science degree in economics and business economics and in 2008 completed a master’s degree in quantitative finance. He is a frequent commentator in the financial press — both written and TV — and has written articles for numerous industry publications. State Street has been ranked first for Flow research for nine consecutive years by Euromoney magazine and in 2017 Lee and his team were voted first for macro strategy in North America.
Steven Englander
Head of Research and Strategy
Rafiki Capital Management
Henley Smith
Senior Vice President
Vanderbilt Asset Management
Joe Castelluccio
Head of Trading
CG Capital Markets
Mr. Castelluccio has over 35 years of Wall Street experience. He is currently, Executive Managing Director, Head of Trading and Structured Products for Capital Guardian LLC. Mr. Castelluccio specializes in creating and trading bonds linked to various indices, baskets of equities, currencies, commodities and maturities on the yield curve. Prior to joining CG Capital Markets, Mr. Castelluccio was Senior Vice President of Fixed Income Sales and Trading at Inter-Capital Securities with trading responsibility for middle market institutional accounts. Before joining Inter-Capital, Mr. Castelluccio spent the majority of his career at Prudential Securities, most recently as Senior Vice President of corporate bond trading where he managed the corporate bond trading desk for the firm’s retail and institutional accounts. Mr. Castelluccio is a former president (1984-1985) of the Corporate Bond Traders Club of New York. Mr. Castelluccio is a graduate of the College of Staten Island and is a proud veteran of the United States Marine Corps.
Steve Shaw
Founder & President
Steve Shaw founded BondSavvy so more investors could achieve equity-like returns with fixed-income risk. His sole focus is individual corporate bonds where he has achieved returns that exceed bond funds and, often times, the stock market. BondSavvy provides institutional- and individual-investor clients CUSIP-level corporate bond recommendations through online webcasts. Steve is a former investment banker, corporate M&A executive, and senior executive of Tradeweb and BondDesk. He uses his 20-plus years of experience across financial analysis and capital markets to identify undervalued corporate bonds that can drive strong total returns. Learn more at
Rebecca Braeu
Head of Sovereign Credit and Strategy
Rebecca is the Head of Sovereign Credit and Strategy. Her leadership function is the coordination and oversight of developed markets and emerging markets sovereign research. Her specific country responsibilities include Western Europe ex the UK, MENA, and macro strategy of oil markets. Before joining the Firm, she was an economist and emerging market strategist at Manulife Asset Management in Boston. Previous to her work in the private sector, Rebecca was a tenure-track professor at California State University, where she published two academic papers in the area of global macroeconomics and international finance. Rebecca holds a Ph.D. and Masters in economics from the University of Colorado and a B.A. in mathematics from the University of Colorado. She is a member of the Boston Security Analysts Society and holds the CFA® designation.
Tom Eady
Senior Policy Advisor, U.S
Securities and Exchange Commission
Tom Eady is a Senior Policy Advisor at the U.S. Securities and Exchange Commission. He advises on a wide range of fixed income issues, including market structure and market practices. Most recently, Tom has played a key role in launching the SEC’s new Fixed Income Market Structure Advisory Committee (FIMSAC). Tom also works with SEC rulemaking teams on the implementation of Title VII of the Dodd-Frank Act. Before joining the SEC, Tom was an independent public policy advocate for OTC derivatives market reforms, focused on bringing greater price transparency to the OTC derivatives markets through real-time trade reporting and public dissemination of trade-level details. In addition to his 8 years of public service at the SEC, Tom has over 25 years of securities industry experience as an institutional fixed-income and derivatives marketer for two leading global securities dealers, and as a co-founder and senior executive for the leading global electronic trading network for fixed income securities and OTC derivatives.
Andrew B. Busch
Chief Market Intelligence Officer
Commodity Futures Trading Commission (CFTC)
Andrew Busch is the Chief Market Intelligence Officer for the Commodity Futures Trading Commission. After spending 30 years in the financial services sector, Andrew Busch comes to the CFTC from the boutique economic research company he founded, Bering Productions Inc. (BPI), where he was CEO. Before BPI, Andrew Busch was the Global Currency and Public Policy Strategist at the Bank of Montreal from 2009 to 2013. He also served as the Bank of Montreal’s Global Foreign Exchange Strategist and was an outside advisor to the White House, US Treasury and Congress on the financial markets from 2005-2009. Andrew Busch began his career in financial services working in the foreign exchange trading department for the Northern Trust Company.
Brian Smith
Director, Office of Capital Markets
U.S. Department of the Treasury
Mark Yallop
FICC Markets Standards Board
Mark Yallop is the Chair of the FICC Markets Standards Board (FMSB) and as well as an external member of the Prudential Regulation Committee. Mark was UK Group CEO for UBS from 2013-14. Prior to this he was Group COO for ICAP plc from 2005-11 and spent 20 years at Deutsche Bank from 1984-2004 where he was instrumental in building their investment banking business and served as Group COO from 2002-04. He has been a member of numerous financial services industry bodies.
Lynette Kelly
Executive Director
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
Sol Steinberg
Founding Principal
The OTC Partners
Elliot Levine
Associate Vice President, Chief Counsel and Senior Advisor, Transparency Services
Chris White
Chris is a globally experienced former UK Government Hostage Negotiator/Crisis Manager who has lived or operated in UK, US, Jamaica, Nigeria, Kenya, Iraq, Afghanistan, Tanzania, Israel, Gaza, Canada, Europe, South Africa and others. He has also worked with and trained Governments, private organisations and NGO’s in effective communication and negotiation in the above countries; with NATO the U.N and international agencies. He has corporate experience as Head of Global Operational Security/Intelligence for FTSE 100 ‘Blue Chip’ companies in the UK and overseas. He was a lead trainer on the UK National Hostage Negotiation Course at New Scotland Yard and graduated from the FBI Crisis Intervention Course at Quantico, Virginia. He is also a graduate of the FBI National Academy and a member of the International Security Managers Association (ISMA) Executive Leadership Programme. Chris now works with individuals and groups to increase the effectiveness of communication in business, in the public sector and private life. He is currently undertaking studies in clinical psychotherapy.
Kevin McPartland
Head of Market Structure Research
Greenwich Associates

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.

Ari Burstein
Capital Markets Strategies
Ari Burstein is President of Capital Markets Strategies. In his role, Mr. Burstein represents financial services firms, including investment advisers, hedge funds, private equity firms, broker-dealers, securities exchanges and trade associations before regulators and policymakers, in the U.S. and globally. Prior to starting Capital Markets Strategies, Mr. Burstein was Head of US Regulatory Affairs for Kreab, a leading global consulting firm. In that role, Mr. Burstein was responsible for advising financial services clients on global regulatory and policy developments impacting their businesses. Representative clients included asset managers, broker-dealers and financial services trade associations. Prior to joining Kreab, Mr. Burstein was Senior Counsel for capital markets issues for the Investment Company Institute and ICI Global, the global trade associations for the regulated fund industry. Mr. Burstein was responsible for issues impacting mutual funds, ETFs and investment advisers, particularly trading, market structure and brokerage related issues. Mr. Burstein joined the Investment Company Institute in 1998 and provided additional counsel to ICI Global since its inception in 2011. Mr. Burstein also was an attorney in the U.S. Securities and Exchange Commission’s Division of Investment Management from 1997 to 1998 and the Division of Market Regulation from 1992 to 1997. Mr. Burstein has served on a number of industry advisory committees and is a regular speaker in the United States and globally at industry conferences and workshops on regulatory and legislative issues impacting financial services firms. Mr. Burstein graduated from The George Washington University National Law Center in Washington, D.C. in 1992. He received his undergraduate degree from Queens College in New York and also attended the University of Pennsylvania’s Wharton School of Business.
Jennifer Litwin
Senior Vice President, Head of Relationship Management
Greenwich Associates
Jennifer Litwin is responsible for spearheading the Firm’s relationship management and marketing initiatives with key decision-makers at select priority buy-side institutions and is a frequent speaker at industry and investor conferences. Prior to joining the firm in 2007, Jennifer was a senior sales-trader on the Synthetic GIC desk at UBS Investment Bank. She began her career as an Associate in the Operations Group at AIG Financial Products Corp. Jennifer is a recipient of Traders Magazine Wall Street Women, A Celebration of Excellence 2012 - Crystal Ladder Award and was elected to the National Organization of Investment Professionals (NOIP) in 2016.

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.
Dan Barnes
Dan Barnes is the editor and a founder of bond trading magazine, The DESK, which deals with buy-side investment and trading of all fixed income instruments. He is also the presenter and founder of Trader TV, a monthly show about trading for professional investors across all asset classes. He wrote the world’s first article on predatory automated trading in 2005 and continues to write extensively about securities and market mechanics on a freelance basis.
Brad Bailey
Research Director, Capital Markets

Brad is a research director with Celent's Securities and Investments practice, and is based in the firm's New York office. He is an expert in electronic trading of equities, foreign exchange derivatives, credit, rates, and futures. His research focus is on emerging technology and trading technology across asset classes. Brad has more than 20 years of Wall Street industry experience in trading, technology, sales, strategy, analysis, and consulting. A noted thought leader, he is quoted in the industry and general press, including: WSJ, Financial Times, Bloomberg Business Week, &Forbes, as well as radio and TV. Brad will be chairing the Platform Evaluation Day on the 13th September.

Anthony Perrotta
Chief Executive Officer
TABB Group
A veteran of the fixed income markets with 25 years of experience, Anthony Perrotta joined TABB Group in June 2014 from Cornerstone Resources, a fixed-income consultancy that he founded. As head of fixed income research at TABB, he is responsible for directing the firm’s Research Alliance Fixed Income practice, which serves institutional investors from all of the fixed-income disciplines. The practice focuses on areas such as market structure, regulatory reform, trading, technology, business models, compliance, central clearing, market data and operational issues impacting government bond, corporate bond, OTC swaps and other derivative, municipal, short-term securities, and mortgage-backed securities markets in the US, Europe and Asia.
Michael Koegler
A successful Financial Technology and Capital Markets Executive for over 25 years with extensive experience in financial services and a wide range of product knowledge, including U.S. Treasuries, Agencies, Mortgage-backed Securities, Municipal Securities, Corporate Credit and Fixed Income Derivatives. I have held significant leadership positions within Investment Banking and Financial Technology firms, focusing on Institutional Fixed Income Sales, Trading and Market Structure. My success has been driven by: ➢ Delivering solid results in leadership roles across business development, sales, marketing and strategy, specializing in Exchange-Traded and OTC Fixed Income products. ➢ Developing and implementing highly effective strategies that generate significant revenue and longstanding client relationships. ➢ Combining a winning blend of strategic acumen, team leadership, communications skills and a collaborative style. ➢ Producing exemplary results in managing the sales process for complex financial services initiatives through hands-on involvement and cross-functional delegation. My specialties Include: Leadership, Financial Product Sales, Sales Strategies, Consultative Sales, Client Relationship Management, Exchange-Traded Futures and Options, OTC Derivatives, Electronic Trading, Fixed Income Cash Products, Institutional Sales, Revenue Growth, Cross Sales, Team Leadership, Collaborative Management Style.
Rick Mcvey
Richard M. McVey has been Chief Executive Officer and Chairman of our Board of Directors since our inception. As an employee of J.P. Morgan & Co., one of our founding broker-dealers, Mr. McVey was instrumental in the founding of MarketAxess in April 2000. Prior to founding MarketAxess, Mr. McVey was Managing Director and Head of North America Fixed-Income Sales at J.P. Morgan, where he managed the institutional distribution of fixed-income securities to investors. Mr. McVey led MarketAxess through the Company’s IPO in 2004, and since that time, MarketAxess has been one of the fastest growing financial technology companies in the U.S. public markets, with industry leading total shareholder returns. Mr. McVey was named the Ernst & Young National Entrepreneur of the Year for financial services in 2012, and he has been named to the Institutional Investor Tech 40 list 15 times. Mr. McVey is a member of the SEC’s Fixed Income Market Structure Advisory Committee, for which he chairs the Technology and Electronic Trading Sub-Committee. Mr. McVey serves on the Board of Directors of Miami (Ohio) University Foundation, as well as the Board of Trustees of Colby College. He previously served on the board of directors of Blue Mountain Credit Alternatives L.P., an asset management fund focused on the credit markets and equity derivatives markets. Mr. McVey received a B.A. in Finance from Miami (Ohio) University and an M.B.A. from Indiana University.
Constantinos Antoniades
Global Head of Fixed Income
Constantinos is Head of Liquidnet Fixed Income and is responsible for the day-to-day operations and expansion of the fixed income business globally. He brings more than two decades of fixed income experience and joined the company following Liquidnet’s 2014 acquisition of Vega-Chi, a bond trading platform that he founded in 2008. As CEO of Vega-Chi, Constantinos led the launch of the first all-to-all electronic trading platform for the US corporate bond market as well as Europe's first multilateral trading facility dedicated to high yield and convertible bonds. Prior to Vega-Chi, Constantinos spent over a decade at Goldman Sachs where he held various roles as part of the Fixed Income business in New York and London, and also three years as a buy-side trader/portfolio manager. Antoniades is a Fulbright program scholarship recipient and holds a Bachelor’s in Business Administration from the University of Texas at Austin where he graduated with the highest honors with a degree in Management Information Systems.
Paul Hamill
Global Head of Fixed Income, Currencies and Commodities
Citadel Securities
Paul Hamill is the Global Head of Fixed Income, Currencies and Commodities for Citadel Securities. Mr. Hamill is responsible for the client facing FX and fixed income market-making businesses, including interest rate swaps, government bonds and credit default swap indices. Paul was previously a Managing Director and Global Head of FX, Rates and Credit Execution services at UBS, with responsibility for global futures execution, FXPB, and building the fixed income agency business which included the PIN (Price Improvement Network) corporate bond and CDS trading platform, and the Neo platform for SEF traded swaps. Paul has over 15 years of experience in financial services and has worked in London, Zurich, New York and Chicago, with experience across e-commerce, trading and sales. Paul holds an M.A. Political Science from University of Glasgow and an MSc Finance from University of London.

Josh Holden
Chief Information Officer
OpenDoor Trading
Josh has over 20 years of capital market experience. Prior to joining OpenDoor, Josh founded Fina Technologies, Inc., a financial technology consulting company, primarily in the Fixed Income/Rates/Volatility, Futures, FX and Equities markets. He previously worked for major financial institutions such as Goldman Sachs International, Deutsche Bank, and Countrywide Capital Markets, where he traded U.S. Treasuries and Agencies, Swaps, FX and related products. He has technical expertise in building statistical and Term-Structure valuation models for off-the-run and high-coupon securities. While at Countrywide Capital Markets, Josh architected the entire trading infrastructure and helped establish a U.S Treasury Primary Dealership. Josh received a Bachelor’s degree in Electrical Engineering and a Master of Science degree, both from the Massachusetts Institute of Technology.
Rich Winter
Senior Managing Director Global Head of Strategy & Sales
FENICS USTreasuries

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.

Dom Holland
Head of Fixed Income Electronic Markets
BNY Mellon
JR Rieger
Managing Director, Fixed Income Indices
S&P Global
Subadra Rajappa
Head of US Rates Strategy
Societe Generale
Herb Werth
Managing Director
Gernot Schmidt
Product Manager
Gernot Schmidt joined SimCorp in 2004 and gained broad product and client knowledge from presales roles in Germany, UK, and North America. In 2015 Gernot became a product manager for the Front Office, covering all aspects of MiFID II.
Philip Cichlar
Head of ETF Sales and Trading
Jane Street
Phil has been a trader at Jane Street for over 7 years. He joined the ETF execution team from Jane Street’s proprietary fixed income desk where he was a senior fixed income trader. Phil is the team’s resident expert on fixed income ETFs.  Phil played an instrumental role in building out Jane Street’s bond trading desk and is an expert in electronic bond trading and the market structure related to it. He is Jane Street’s primary point of contact for venues and electronic trading for the corporate bond market.  Prior to Jane Street Phil spent over 5 years as a trader and heading capital management at BlueMountain Capital. He also spent several years at both Deutsche Bank and BNP Paribas as a credit and rates middle office manager. Phil holds a Master of Business Administration degree from Fordham Gabelli School of Business in New York.
Vidya Guruju
Product Manager, CFA
Charles River Development
Vidya is responsible for managing and enhancing Charles River’s Fixed Income Order Management functionality, and prioritizes the product enhancement roadmap by tracking industry events and gathering feedback from clients. Prior to joining Charles River, Vidya was Director of Product Management at SunGard and Director of Professional Services at Cortera. Vidya has an MBA with concentration in finance from Babson College and a Bachelor of Engineering in Computer Science. Vidya is a CFA charter holder.
Colm Murtagh
Managing Director and Head of U.S. Institutional Rates
Colm Murtagh is a Managing Director and head of U.S. Institutional Rates at Tradeweb overseeing market development, strategic planning and product management for the business. Previously, he held various roles at BlackRock, where he spent 18 years, most recently serving as Head of U.S. Rates Trading. Before that, he was Portfolio Manager focused on Treasuries, Agency MBS, Swaps, Futures and Agencies. He was also a member of the firm’s Investment Strategy Group helping to shape the firm’s approach to trading interest rate products and agency mortgages. Earlier he held various roles in operations, analytics and administration at BlackRock before joining the Portfolio Management team in 2001. He holds a B.Comm. from University College Dublin.
Giuseppe Nuti
Managing Director, Head US Rates
UBS Investment Bank
Giuseppe Nuti is the head of US Rates Trading for UBS Americas, a team focused on trading linear and non-linear products in the USD Fixed-Income markets, specializing in high-velocity assets. Prior to this role, Giuseppe was an algorithmic trader at UBS - New York - specialized in fixed income and foreign exchange. He has worked as a trader for over fifteen years, initially in the interest-rates options and swaps market and, since 2006, in the European and US Government bond markets. He has experience working both within the primary dealer community and in the high-frequency environment (at KCG and Citadel.) At UBS, he has run the eTrading desk within FRC in the U.S., with particular focus on electronic market-making. Giuseppe holds a Ph.D. in Computer Science with particular focus on Markov Decision Processes applied to finance from University College London and an MSc in financial mathematics from City University, London. He has taught various courses, including Financial Computing at UCL and has supervised a number of Ph.D. students - both at UCL and CASS Business School. His research interests are in algorithmic trading, numerical solutions to Bayesian inference, and interaction between market participants in price-setting microstructure. Giuseppe currently lives in Larchmont (NY) where he spends most of his free time enjoying his young family and dog.
Gherardo Lenti Capoduri
Head of Market Hub
Banca IMI

Gherardo Lenti Capoduri is Head of Banca IMI’s Market Hub. He started his career in Financial Control, before moving into Trading at Citigroup. Here he gained extensive experience of both trading and quantitative research, and from 1999 became heavily involved in trading platforms and specializes in online trading, electronic trading platform, and institutional investors sales in both brokerage & execution. Gherardo is board member of ASSIOM FOREX and holds a degree in Business Administration and Management at Bocconi University in Milan.

David Murray
Chief Business Development Officer
David M. Murray, Chief Business Development Officer at Corvil, bringing more than 20 years of experience in leading technology service provider organizations and in technology strategy, engineering, and operational optimization. Holding senior roles in advisory firms and enterprise IT organizations alike, David has a long track record of success in business growth and improvement and enterprise transformation. Prior to joining Corvil, David served as Chief Advisor and COO of CS Technology, where he led all aspects of the IT Advisory firm’s Global Service Development and Delivery, Talent functions, Finance, and Business Development. He also worked with C-level IT and business operations executives at some of the world’s largest global enterprises to develop, structure, and implement transformational IT strategies and solutions. Previously, David served as SVP, Infrastructure Engineering at AIG; Principal with boutique IT Management Consultancy, Nathanson & Company; and various roles with Siemens Business Services such as VP, Marketing & Communications and Director, Consulting Services. David began his career as an entrepreneur, founding a small, specialized technology consultancy before joining Johnson & Johnson’s global Networking and Computing Services organization. David is responsible for identifying new market opportunities, strategic partnerships and customer segments and for leading Corvil’s Corporate Development function.
Rebecca Healey
Head of EMEA Market Structure and Strategy
Rebecca is considered to be one of Europe's leading industry voices on market structure, regulatory reform, and financial services technology. She has authored a plethora of qualitative research reports and commentary covering the impact of market regulation on all asset classes, changing market structure and developments in dark pools, HFT, and surveillance. She joined Liquidnet in July 2016 to use her 18 years' experience to collaborate and deliver research and insights for both the European equities and fixed income markets. Rebecca is also Co-Chair of the FIX Trading Community’s EMEA Regulatory Subcommittee dedicated to addressing real business and regulatory issues impacting multi-asset trading in global markets. She has held prior roles at TABB Group, Incisus Partners, the British Embassy in Bahrain, Credit Suisse, Goldman Sachs International and Bankers Trust International.
Chris Bruner
Managing Director and Head of U.S. Credit Product
Chris Bruner is a Managing Director and Head of U.S. Credit Product at Tradeweb Markets. He is focused on advancing the development of the firm’s product offering, and building the firm’s leading position in the global credit markets. Previously he worked in a senior credit trading role at JP Morgan Chase, and has extensive experience in credit markets, technology and electronic trading. Prior to that, he was a Managing Director at Citadel Securities heading the Algorithmic Credit Trading business. Earlier, he led the start-up and development of the Algorithmic and Systematic Trading Book at Lionhart USA and was instrumental in the development of electronic derivatives markets while serving as Executive Director at UBS Investment Bank. Bruner holds a B.S. from MIT.
Mark Betteridge
Global Head of Fixed Income and Currency Analytics
Mark Betteridge is the Global Head of Fixed Income and Currency Analytics at Bloomberg. He is responsible for Bloomberg’s core debt, treasury, bond, syndicated loan and currency analytics, as well as credit analytics and league table products across the Bloomberg Professional service. Prior to his current role, Mr. Betteridge was responsible for the business development, design, build and rollout of Bloomberg's league tables and syndicated loan products globally. Before joining Bloomberg in October 2009, Mr. Betteridge spent eight years with Fortis – most recently as Director of Secondary Loans – where he managed the team responsible for all secondary loan activity and investor relationships in Europe, Middle East and Asia. Prior to that, Mr Betteridge held a variety of positions at NatWest, within the firm’s Structured Finance division. Mr Betteridge holds a Bachelor’s degree in Business Economics from Cardiff University
Alastair Hawker
Head of North American Sales
Quantitative Brokers
Alastair is Head of North American Sales at Quantitative Brokers. Previously in his career, he was at Goldman Sachs overseeing futures electronic trading, with additional experience spanning equity derivatives, equities electronic execution and clearing, in both London and New York. Alastair has a degree in Mechanical Engineering from the University of Birmingham, U.K.
Katja McDonald McDonald
Managing Director – Global head of GMD eSales
Global Markets Division
Katja is head of GMD eSales globally covering Fixed Income and Foreign Exchange with 24 years experience in financial markets. She manages a team of 7 people with regional desks in New York, Hong Kong and Tokyo. The team’s mandate is to promote and grow CACIB’s electronic trading franchise. As well as actively marketing our e offerings to clients, the team’s role requires a comprehensive understanding of client requirements and methodology of eTrading. Additionally the team has a strategic role in helping develop the roadmap to ensure future prioritisation of product offering, monetisation of the business and an understanding of evolving market structure Katja joined Credit Agricole in February 2016. Prior to that, she worked for JP Morgan and Goldman Sachs for 15 years also in eSales. She has worked in London, Chicago, New York and Singapore.
Frank Cerveny
Global Head of Sales
As Head of Markets and Sales at MTS, Frank is responsible for growing the company’s interdealer and dealer-to-client electronic fixed income markets. Prior to joining MTS, Frank held the role of Managing Director and Co-Head of the International Credit Business at Jefferies International, where he was responsible for its fixed income trading, research and sales. Frank began his career as a trader at Salomon Brothers in New York and went on to spend nearly twenty years at Credit Suisse in London. At CS, Frank ran European Credit Sales, served on the Credit Operating Committee and was a trustee of the Credit Suisse EMEA Foundation. Frank holds an AB from Dartmouth College and an MBA from Harvard Business School.
Shane O’Cuinn
Global of Macro and EM Trading
Credit Suisse
Matt Thomas
Global Macro Products Electronic Sales
Credit Suisse
Richard Schiffman
Open Trading Product manager

Richard Schiffman is the Open Trading Product Manager. 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.

Rob Haddad
Head of Product Strategy and Innovation
ICE Data Services
Nicole Shumpert
Head of BrokerTec Direct
Nicole joined NEX Markets last year to lead the expansion of the BrokerTec Direct platform in the Americas. She now heads up BrokerTec Direct globally. Prior to NEX, Nicole spent over 10 years at Tradeweb, overseeing the U.S. Treasury business, as Product Manager and lastly as Head of Market Development and Strategy. That tenure, along with previous trading roles on the buy side using platforms such as Tradeweb and Bloomberg for execution, have provided Nicole with over 15 years of experience in Fixed Income electronic trading.
Mike Sobel
Mike is the President of Trumid. He has 15 years of experience in the credit market. Mike is one of the original members of Trumid’s team, serving as a member of Management and the Client Team since the company’s founding. Prior to joining Trumid, Mike traded high yield bonds and CDS at Lehman Brothers and then Barclays. At Barclays he was a Managing Director and head of high yield bond trading. Mike has a B.A. from Harvard College.
Mike du Plessis
Managing Director, Global Head FX, Rates & Credit Execution Services
UBS Investment Bank
Mike is a Managing Director and Global Head of FX, Rates & Credit Execution Services at UBS Investment Bank. Mike joined UBS in London in 2010 before moving to the US in 2014. He began his career in 1989 with an internship at Asea Brown Boveri Metals Ltd, a category 2 member of the London Metal Exchange, where he developed an early passion for exchange supported trading. After completing formal credit training as a graduate at County NatWest, he moved to the floor of the London International Futures Exchange in 1992. Mike has spent the subsequent 24 years in the listed and cross rates sales business; covering bonds, swaps and derivatives in roles at Aubrey G Lanston, Lehman Brothers, and as an equity partner in the start-up, Cube Financial which was subsequently acquired by Societe Generale. Prior to joining UBS, Mike served as European Head of Listed Derivative Sales at Deutsche Bank.

Mike holds a BA with Honors in Banking from City of London Polytechnic and has served as a Board Member of FIA Europe.
Dr. Petra Wikström
Global Head of Execution & Alpha Solutions
BNP Paribas
Dr Petra Wikström, Global Head of Execution & Alpha Solutions, joined BNP Paribas in 2014. She is responsible for developing and providing execution analytics services to institutional investors and corporates globally. Specifically her team delivers analysis on topics such as market liquidity and transaction costs, execution benchmarks and market data, as well as assisting clients who wish to have a tailor-made approach to improve their execution process. She is regularly engaging with media on related topics. Petra has over 18 years of experience in the financial industry, and held both regional and global roles providing FX and cross-asset quantitative execution and investment solutions to institutional and corporate investors for 7 years at Royal Bank of Scotland and RBS Greenwich Capital, and following that at Morgan Stanley. She also earlier worked at BNP Paribas, London, in the early years of 2000. Petra holds a PhD in Turbulence, Fluid Dynamics, from the Royal Institute of Technology in Stockholm, Sweden.
Priya Misra
Head of Global Rates Strategy
TD Securities
Priya Misra is head of Global Rates Strategy at TD Securities. Based in New York, Priya is responsible for the US and global interest rate markets and provides investment advice for clients. She ranked in the top three for U.S. Governments Strategy and Federal Agency Debt Strategy in Institutional Investor's All-America Fixed Income Research team surveys in 2014 and 2015 and from 2003 to 2008. Priya joined TD Securities in September 2015. Prior to this she ran US rates strategy research at BofA Merrill Lynch for 6 years. From 2001 to 2008, she worked at Lehman Brothers as an interest rate strategist, at Barclays Capital as a mortgage strategist and at Nomura Securities, where she was head of U.S. rates strategy. Priya graduated from the Lady Sri Ram College, University of Delhi, with a bachelor's degree in economics. She has a postgraduate diploma in management, majoring in finance, from the Indian Institute of Management, Bangalore, India.
Mark Watters
AXE Trading
Chris Dopp
SVP, Buy-Side Business Development Americas
Deutsche Borse
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.
James Switzer
Global Head of Credit Trading
Alliance Bernstein
James Switzer joined AB in 2011 as Global Head of Credit Trading, overseeing both investment-grade and high-yield credit trading. Previously, he was a managing director at Société Générale, where he managed the Financial Institutions Credit Trading Desk, and at BNP Paribas, where he managed the Investment Grade Trading Desk from 2000 to 2002. Switzer also formerly served as a sector portfolio manager/trader at UBS Principal Finance (from 2002 to 2005) and at Sigma Capital (from 2005 to 2008). Earlier in his career, he worked at Paine Webber and Co.; Kidder, Peabody & Co.; and Alex. Brown & Sons. Switzer holds a BA in biology from Colgate University. Location: New York
Ruben Costa-Santos
Head of FX
Ruben Costa-Santos is the head of FX at ITG, a leading independent broker and financial technology provider, where he oversees foreign exchange activity across the Analytics, Execution, and Workflow Technology divisions. Previously Ruben worked at Deutsche Bank, where among other roles he served as head of FX Client Platforms for the Americas, responsible for technology enabled FX solutions for institutional clients and for the cross border payments’ platform. Ruben has a Ph.D. in Mathematical Physics. Prior to working in Finance, he conducted research in discrete quantum gravity and statistical mechanics and taught at Utrecht University and at Stony Brook University.
Shashwat Nanda
VP and Portfolio Manager
Trust Investments
Shashwat Nanda manages US$ 2.5 Billion for Trust Capital. His investment portfolio is held across Rates, and Investment Grade/ High Yield / Special Situation credits investing in Asian Countries. Debt fund is an absolute returns fund with focus on creating long term returns for Trust’s Institutional Clients. Prior to that, Shashwat was based out of London and worked with Private Equity Fund, 3i Group, investing through its £2.4 Billion Infrastructure fund. He started his career working with Singapore PricewaterhouseCoopers covering Asian clients. He has Bachelor’s in Economics from London School of Economics and MBA from Kellogg School of Management.
Andrew Mogavero
Managing Director, Head of US Credit Trading
Andrew Mogavero is a Managing Director and Head of US Credit Trading at Barclays, based in New York. In this role, he is responsible for Credit Trading in the Americas. Andrew joined Barclays in September 2008. Prior to that, he was at Lehman Brothers from 1999 to 2008. He received a Bachelor of Science degree in Economics and Public Policy from Duke University.
Daniel Gottlander
Global Head of Swaps Trading
Daniel Gottlander is Global Head of Swaps Trading for Citadel Securities. He is responsible for the USD, EUR, and CDX swaps trading businesses and manages a global team based in New York and London. Prior to joining Citadel Securities, Daniel worked at Citigroup for six years trading interest rates, which involved making markets for institutional clients while simultaneously growing the franchise and developing proprietary tools and technology solutions. While at Citigroup, he most recently served as a Vice President within the North American Rates Trading Group, where he managed the medium-term interest rate swaps trading book. Daniel received a bachelor’s degree from the Stephen M. Ross School of Business at the University of Michigan.
Kenneth Monahan
Founder and Principal
Vizier Ltd.

We're already at work booking an industry-leading roster of speakers for 2017 - keep an eye on this page for updates.

If you would be interested in being a part of Fixed Income Future Leaders USA 2017, we would love to hear from you.

Click Here to view the list of speakers from our 2016 event.