Fixed Income Future Leaders USA 2017

June 06-June 08, 2018

Westin Copley Place, Boston

44 (0)207 368 9330

Constantinos Antoniades
Constantinos Antoniades
Global Head of Fixed Income
LIquidnet
Paul Aston
Paul Aston
Partner
Tixall Global Advisors
Brad Bailey
Brad Bailey
Research Director, Capital Markets
Celent

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.

Dan Barnes
Dan Barnes
Writer
The DESK
Michael Beattie
Michael Beattie
Director, Product Management
Charles River Development

Michael is responsible for the product management of Charles River’s Fixed Income Execution, Equity, FX, and Listed Derivative initiatives. Prior to joining Charles River, Michael worked at Fidelity Investments where he was Vice President of Program Management and was responsible for Equity, Fixed Income, and Electronic Trading projects for the Fidelity Capital Markets trading desk. In addition, he has worked with a number of Financial Services firms which included Goldman Sachs, Thomson Financial, State Street Bank, and Sun Trust Bank, while he worked as a management consultant with Andersen Consulting. Michael holds a BS in both Economics and Finance from Boston College, and an MBA from Babson College. Previous to his role at Charles River, Michael held FINRA series 7 and 24 licenses.

Ed Boyle
Ed Boyle
Global Macro Portfolio Manager
American Century Investments
Michael Buchanan
Michael Buchanan
Head of Global Credit
Western Asset Management Company
Russell Budnick
Russell Budnick
Head of Taxable Fixed Income
JP Morgan WM
Alvin Burgos
Alvin Burgos
Head of US Fixed Income Trading
Deutsche Asset Management
Joseph Casteluccio
Joseph Casteluccio
President of Capital Markets and Head of Trading
CG Capital Markets

Mr. Castelluccio has over 40 years of Wall Street experience. His Wall Street career began in the OTC market place but that was short lived when he was introduced to the fixed income markets and he never looked back. He is currently President of Capital Markets and Head of Trading at CG Capital Markets in NYC. CG Capital Markets also has offices in Boca Raton Fla. and Red Bank N.J. Mr. Castelluccio specializes in creating and trading bonds linked to the yield curve, various indices , equities, currencies and commodities. He focuses on investor solutions, portfolio allocations and markets strategies. Prior to joining CG Capital Markets, Mr. Castelluccio was Managing Director and co-head of the fixed income group at PrinceRidge LLCPrior to joining PrinceRidge LLC 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. He recently published “ The Investor’s Survival Guide” a basic training for all investors. He is a graduate of the College of Staten Island in NYC and is a proud veteran of the United States Marine Corps.

Gaurav Chakravorty
Gaurav Chakravorty
Co-Founder
QPlum
Marc Chandler
Marc Chandler
Head of FX Strategy
Brown Brothers Harriman
Isaac Chang
Isaac Chang
Co-head of Trading
AQR

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.

Eric Charron
Eric Charron
Director of Trading
Liberty Mutual Group
Mustafa Chowdhury
Mustafa Chowdhury
MD, Head of Rates
Voya Investment Management
Philip Cichlar
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.

Iseult Conlin
Iseult Conlin
VP, Trading and Liquidity Strategies
Blackrock
Dan Connell
Dan Connell
Managing Director
Greenwich Associates
Matthew Coupe
Matthew Coupe
Director Market Structure
Barclays
Anthony Cucinotta
Anthony Cucinotta
Head of Trading
Capital Advisors Group
Bill De Leon
Bill De Leon
Managing director, Global head of portfolio risk management
PIMCO

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

Frank Di Marco
Frank Di Marco
Managing director and Head
Fixed Income

Frank DiMarco, managing director and head of fixed income at ITG, has more than 20 years of leadership and innovation in financial services. He joined ITG in 2013 after serving as a managing director at Benchmark Solutions, where he was granted a patent associated with trading platforms. Previously, he led operations areas at Fidelity and Merrill Lynch. DiMarco earned a bachelor’s degree in accounting at Merrimack College and an MBA in finance at Fordham University. He holds Series 7, 24, 63 and 99 securities licenses.

Steven Divittorio
Steven Divittorio
Managing Director, Head of US High Yield Trading
Barings Asset Management
Christian Dopp
Christian Dopp
Senior Vice President, Fixed Income Sale
Eurex

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.

Mike du Plessis
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.

Steve Eisman
Steve Eisman
The inspiration behind ‘The Big Short’ , Managing Director, Portfolio M
Neuberger Berman (Eisman group)
Zachary Ellison
Zachary Ellison
Director, US Public Fixed Income
Sun Life Investment Management
Ben Emons
Ben Emons
Chief Economist, Head of Credit Portfolio Management
Intellectus Partners
Susan Estes
Susan Estes
CEO
Opendoor Trading
Francis FA Romano
Head of Bondpoint Institutional
KCG
Chris Ferreri
Chris Ferreri
Chief Operating Officer
Hartfield, Titus and Donnelly
Terry Flynn
Terry Flynn
Front Office Specialist & Team Lead
SimCorp

Terry is a senior member of sales team advising large investment managers in transforming their businesses from multiple disparate systems to an integrated front, middle and back office operating model. He has held a variety of senior sales roles with organizations such as Charles River, SunGard and Fidessa, and has extensive expertise is the front office. Terry holds a B.A. in Political Science from the University of California, Berkeley.

Tim Gallagher
CEO
Sympatico Fund
Adam Gould
Adam Gould
Managing Director, U.S. ETFs and Equity Derivatives Trading
Tradeweb Markets LLC

Adam Gould is a Managing Director and Head of U.S. Equity Derivatives at Tradeweb, overseeing the Americas ETF marketplace, and the Dealerweb Equity Derivatives platform. He played an integral role in the launch of Tradeweb’s Americas ETF platform, and leads day-to-day operations. Previously, he served as Senior Vice President of ETF Sales and Business Development at Direxionshares, where he helped launch ETF trading, building and managing client relationships among institutional investors to support the expansion of the business. Prior to that, Adam was a Portfolio Manager and trader at the Bank of New York in its Index Fund Asset Management group, helping to manage index funds and separately managed accounts. He also oversaw all trading activity and investment decisions for his portfolios. 


Adam received a B.Sc. in Behavioral Science and Law from the University of Wisconsin and an MBA from Georgetown University. He current holds licenses for the FINRA Series 7, 55, 63, 3 and 24.

Igor Gramatikovski
Igor Gramatikovski
Director of Settlement
SimCorp

Igor is based in London and responsible for SimCorp’s Trade Processing solution set and strategy. Prior to joining SimCorp, Igor worked as an Investor Market Manager at Citibank’s Securities and Fund Services. He joined Citi from Markit, where he held Business Development positions for the Credit Data and Portfolio Valuations service, and was responsible for the Alliance Program in EMEA. He started his career at Thomson Reuters, where he was Fixed Income real-time content Product Manager for six years.

Jim Greco
Independent Expert, Former CEO and Founder
Direct Match
Steve Grob
Steve Grob
Global Head of Strategy
Fidessa
Paul Hamill
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.

Greg Heller
Greg Heller
Director of Global Fixed Income Trading
MFS

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.

Jon Herrick
Jon Herrick
Managing Director
Sun Trading
Stephen Humenik
Stephen Humenik
Of Counsel
Covington and Burling
Ganesh Iyer
Global Product Marketing Director
IPC

Ganesh Iyer, CAIA, is Global Product Marketing Director for Financial Markets Network at IPC, a leading global provider of secure, compliant communications and networking solutions for the financial markets community. At IPC, Mr. Iyer is responsible for spearheading global product marketing initiatives, building brand awareness and growing the business. He has been widely quoted in the press regarding various aspects of the financial markets and has been featured in a number of publications including the Wall Street Journal, Financial Times and CIO Review magazine. He has also been a speaker, panelist and delegate at various industry events in the US, UK, Australia, Brazil, Canada, France, Hong Kong, Hungary, India, Japan, Russia, Singapore, Spain and the UAE. Mr. Iyer holds an MBA from Indiana University's Kelley School of Business and a BS in Engineering from the Delhi Institute of Technology in India. He is a Chartered Alternative Investment Analyst and a member of the Executive Committee of the Financial Information Services Association of the SIIA.

John Jannes
John Jannes
Director of Business Development, Trading Analytics
Markit
Ted Kelleher
Ted Kelleher
Managing Director, Head of Financial Institutions Fixed Income and Currenci
Societe Generale Corporate & Investment Banking

Ted Kelleher is Head of Fixed Income and Currencies Sales within our Global Markets business for the Americas region. In this role, he is responsible for managing the sales relationships with Financial Institutions for Rates, Credit, Foreign Exchange, Emerging Markets, Insurance Solutions and Securitized Products.



Mr. Kelleher joined Societe Generale in August 2013 as Head of the Client Management Unit for Societe Generale Corporate & Investment Banking’s Global Markets Division in the Americas where he led an effort to build a client-centric franchise across all flow product businesses and financing in the United States, Canada and Latin America.



Prior to joining SG, Ted had been with UBS nearly 20 years. In his most recent position with UBS he led and managed a national salesforce driven to deliver Equity, FICC and Cash Management products to Institutional and Corporate Clients. He devised and executed comprehensive client and salesforce acquisition and growth strategies resulting in deep relationships and a robust, sustainable franchise.

Robert Kissell
President
Kissell Research
Michael Koegler
Michael Koegler
Principal
ViableMKTS
Mikko Korhonen
Mikko Korhonen
Head of Fixed Income Trading
Norges Bank Investment Management
Tara Kruse
Tara Kruse
Head
ISDA

Tara Kruse is the head of ISDA’s Non-Cleared Margin Initiative which facilitates the implementation of margin rules for non-cleared derivatives across jurisdictions and which developed and maintains the ISDA Standard Initial Margin Model (SIMM)TM, a common initial margin methodology that can be used by market participants globally. Previously, Ms. Kruse held the position of Co-Head of Data, Reporting and FpML at ISDA where she focused on resolving regulatory issues pertaining to data and trade reporting. In addition to promoting global data harmonization and industry standard identifier solutions, she was responsible for ISDA’s advocacy efforts pertaining to derivatives trade reporting in the U.S. and Canada.



Before joining ISDA, Ms. Kruse was a vice president in the Derivatives Projects Group at Morgan Stanley responsible for implementation of global trade repository reporting for credit and equity derivatives and global cross-asset regulatory reference data. Prior to that, she held the role of head of Americas IRCC Derivative Documentation and global head of Credit Derivative Documentation Drafting at Morgan Stanley. Before Morgan Stanley, Ms. Kruse was the global head of Credit Derivatives Documentation at Bear Stearns.

Isaac Liberman
Isaac Liberman
Founder and CEO
Aston Capital Management
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.

Ricky Maloney
Ricky Maloney
Rates and Absolute Return
Old Mutual Global Investors
Kevin McPartland
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.

Rick Mcvey
Rick Mcvey
CEO
MarketAxess
Dwayne Middleton
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.

David Murray
David Murray
Chief Business Development Officer
Corvil
Mike Nappi
Mike Nappi
Vice President, Investment Grade Corporate Bond Trading
Eaton Vance
Michael O'Brien
Michael O'Brien
Director of Global Trading
Eaton Vance

Viewed as an industry pioneer, Michael oversees a global trading team operating 24 hours per day responsible for the execution of long and short trades in over seventy-five markets. They also gathering intelligence on new instruments including hard currency and local currency debt. Having successfully steered Eaton Vance’s FX trading desk trough choppy waters in 2015, Michael will be outlining what trends he sees driving FX markets forward and how you can successfully capitalize on these in 2016.

Lee Olesky
Lee Olesky
Chief Executive Officer
Tradeweb Markets

Lee Olesky is cofounder and Chief Executive Officer of Tradeweb Markets. He has more than 25 years of experience in managing financial technology and investment banking companies. In a career highlighted by innovation and the successful creation of two multi-billion dollar global financial technology firms, Olesky has played a key role in the evolution of electronic trading in fixed income and derivatives. He currently serves on the CFTC's Technology Advisory Committee, in addition to providing governments worldwide with insight into the evolution of electronic trading and financial technology.



Prior to Tradeweb, Olesky worked at Credit Suisse First Boston in a variety of management positions, and ultimately as Chief Operating Officer for the Fixed Income Americas division. He was then founder and CEO of BrokerTec, a successful electronic brokerage platform, which was sold to Icap in 2002. Olesky rejoined Tradeweb that same year as President, and was based in London to spearhead the company's expansion internationally and in derivatives markets. Olesky became CEO in 2008, and since returning to the firm 15 years ago, has led the Company to growth of over $500 million in annual revenue and more than a 30 fold increase in market value.



In addition to organic growth of the business during Olesky's tenure, he was also instrumental in the sale of the company to the Thomson Corporation in 2004, now Thomson Reuters, and new investment from leading banks four years later. The company also made several key acquisitions over time, including Tradeweb's entrance into retail fixed income with the purchase of LeverTrade in 2006, and expansion into inter-dealer trading with the acquisition of Hilliard Farber & Co. in 2008. This led to the launch of Tradeweb Retail and Dealerweb, an electronic inter-dealer marketplace that also acquired the brokerage assets of Rafferty Capital Markets in 2011. In 2013, Olesky oversaw the acquisition of BondDesk Group LLC to create Tradeweb Direct, the retail fixed income sector's leading electronic marketplace, and the acquisition of CodeStreet in 2016 to support data driven trade identification for corporate bonds.



Olesky has been named one of the "Top Global Executives and Innovators in Financial Technology" by Institutional Investor magazine ten times, and received the BritishAmerican Business Entrepreneurial Award in 2016. He has served on a variety of both private and public company boards and currently serves on the boards of Tradeweb and Credit Benchmark.

David Parker
David Parker
Head of Sales
MTS Markets
Michael Pond
Michael Pond
Fixed Income Strategist
Barclays Bank
Sam Priyadarshi
Sam Priyadarshi
Head of Fixed Income Derivatives
Vanguard

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.

Adam Purzitsky
Adam Purzitsky
Co-Head, Global Rates Team
Old Mutual Global Investors
Brandon Rassmussen
Brandon Rassmussen
Fixed Income and Equity Trading
Russell
Neal Rayner
Neal Rayner
Independent Expert
Formerly Aberdeen Asset Management
Will Rhode
Will Rhode
Principal
Boston Consulting Group
Chris Rice
Chris Rice
Global Head of Trading
State Street Global Advisors
Joe Rosen
Joe Rosen
President
RKA Inc
Joe Rosen is an electronic trading industry veteran with 25 years experience as an exchange executive, adviser, Chief Information Officer & Quant, author, lecturer, as well as developer and marketer of electronic trading systems. Prior to incorporating RKA Inc. in 2006, he was Managing Director, Trading Technology/Head of Technology Marketing at the New York Stock Exchange, where he developed, coordinated and executed Exchange-wide initiatives - targeted at major sources of order flow and connectivity - to promote NYSE’s trading/technology products. Previously, he was a partner for ten years at financial technology consultancy Enterprise Technology Corp., where he served as a ‘C-Level’ strategic planning/technology consultant, built/deployed bespoke trading systems for a broad cross-section of international financial institutions, including global money managers, securities firms and market centers, and was also responsible for business development. 
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.

David Saab
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

Rich Schiffman
Rich Schiffman
Open Trading Product Manager
MarketAxess

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.

Alex Sedgwick
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.

Lisa Seim
Principal
Strategic Exchanges
Jarred Sherman
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.

Henley Smith
Henley Smith
Senior Vice President
Vanderbilt Asset Management
Sol Steinberg
Sol Steinberg
Founding Principal
The OTC Partners
Julia Streets
CEO
Streets Consulting
Jim Switzer
Jim 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.

Glenn Taitz
Glenn Taitz
Head of Fixed Income Trading
Invesco
Stu Taylor
Stu Taylor
CEO
Algomi
Steve Toland
Steve Toland
Founder
TransFICC
Erik Tumasz
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.
Erik Vynckier
Erik Vynckier
Former CIO
Alliance Bernstein
James Wallin
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.

David Weiss
David Weiss
Senior Analyst
Aite Group
Eddie Wen
Eddie Wen
Macro Markets Global Head
Macro eCommerce

Eddie Wen is a Managing Director in the Macro Markets. Eddie joined J.P. Morgan in 2006 and is currently responsible for the development of the firm’s electronic trading strategies across the Macro markets (Foreign Exchange, Interest Rates, and Commodities). Prior to joining J.P. Morgan, Eddie was responsible for Quantitative Algorithmic Trading Strategies in Foreign Exchange at Goldman Sachs. trading and market structure transformation in the FICC businesses.



Eddie holds a Master’s degree from Stanford University in Electrical Engineering Computer Science and an undergraduate degree from UC Berkeley in Electrical Engineering Computer Sciences.

Herb Werth
Herb Werth
Managing Director
IPREO
Chris White
Chris White
CEO
ViableMKTS
Rich Winter
Rich Winter
Senior Managing Director
BGC Partners
Mr. Winter joined BGC Partners - Powered by FENICS in Q1 of 2015 to build and lead it's Global Sales team. He is responsible for bringing the market's need for transparent pricing and seamless execution to BGC Partner's global, multi-channel pools of liquidity as accessed via FENICS, the engine which powers that liquidity.

Prior to joining BGCP, he was most recently the Global Head of Hedge Fund Sales and Client Development at the CME Group where he oversaw their successful entry into the cleared interest rate swap market for the Buyside. 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 25-year career in Finance, Mr. Winter has also held management and front office positions at Merrill Lynch, D. E. Shaw & Co., and KBC Financial Products.
Mark Yallop
Mark Yallop
Chair
FICC Markets Standards Board
Kaustuv Dasgupta
Kaustuv Dasgupta
Executive Director, Liquid Credit Trading
UBS Investment Bank
Lee Ferridge
Head of Macro Strategy
State Street Global Markets
Stuart Plane
CEO and Founder
LiquidityCube
Andrew B. Busch
Chief Market Intelligence Officer
Commodity Futures Trading Commission (CFTC)
James Wolstenholme
Senior Analyst
Aite Group
Steve Lappily
Fixed Income Strategist
iShares
Sean Davy
Managing Director
SIFMA
Micah Green
Partner
Steptoe and Johnson
Jon Rather
Jon Rather
CFA, Vice President
BlackRock's

Jon Rather, CFA, Vice President, is a member of the Fixed Income Product Strategy Team within BlackRock's Global Fixed Income Group, supporting iShares Fixed Income ETFs. In his role, Mr. Rather provides market and product insight to clients with a focus on iShares' Fixed Income ETFs.

Ian Hoenisch
Director
Charles River Development

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.