Fixed Income Leaders USA Summit 2021

June 22 - 23, 2021

Online (ET)

Our Speakers

Speakers

Lori Heinel, Global Chief Investment Officer at State Street Global Advisors

Lori Heinel

Global Chief Investment Officer
State Street Global Advisors

Shamik Dhar, Chief Economist at BNY Mellon Investment Management

Shamik Dhar

Chief Economist
BNY Mellon Investment Management

Arnab Das, Chief Economist at Invesco

Arnab Das

Chief Economist
Invesco

John Evans, Head of Blockchain Strategy at Vanguard

John Evans

Head of Blockchain Strategy
Vanguard

Alexander Bouzalis, Global Head of Fixed Income Trading at Morgan Stanley Investment Management

Alexander Bouzalis

Global Head of Fixed Income Trading
Morgan Stanley Investment Management

Jim Switzer, Global Head of Fixed Income Trading at Alliance Bernstein Alliance Bernstein Logo

Jim Switzer

Global Head of Fixed Income Trading
Alliance Bernstein

Thomas V. Kennedy, Executive Director, Global Head of Fixed Income Strategy at J.P Morgan Private Bank J.P Morgan Private Bank Logo

Thomas V. Kennedy

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

Tracy Rucker-Wilson, Head of US Fixed Income Derivatives at Vanguard Vanguard Logo

Tracy Rucker-Wilson

Head of US Fixed Income Derivatives
Vanguard

Mike Dimitri, Global Head of Leverage Credit Trading at Goldman Sachs Asset Management Goldman Sachs Asset Management Logo

Mike Dimitri

Global Head of Leverage Credit Trading
Goldman Sachs Asset Management

Maria Ma, Head of Fixed Income & International Equity Manager Selection & Portfolio Construction at Lincoln Financial Group Lincoln Financial Group Logo

Maria Ma

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

Zack Ellison, CFA, CAIA, Managing General Partner at A.R.I. Venture Capital A.R.I. Venture Capital Logo

Zack Ellison

CFA, CAIA, Managing General Partner
A.R.I. Venture Capital

Michael O’Brien, Head of Trading at Eaton Vance Eaton Vance Logo

Michael O’Brien

Head of Trading
Eaton Vance

Russell Budnick, Global Head of Cross Asset Trading at JP Morgan WM JP Morgan WM Logo

Russell Budnick

Global Head of Cross Asset Trading
JP Morgan WM

Ray Uy, Global Head of Fixed Income at Invesco Invesco Logo

Ray Uy

Global Head of Fixed Income
Invesco

Chris Dennis, Head of North American Credit Trading at BlackRock

Chris Dennis

Head of North American Credit Trading
BlackRock

Dwayne Middleton, Global Head of Fixed Income Trading at T.Rowe Price T.Rowe Price Logo

Dwayne Middleton

Global Head of Fixed Income Trading
T.Rowe Price

Leslie Falconio, Senior Fixed Income Strategist, Head of Tactical Fixed Income Allocation at UBS Wealth Management UBS Wealth Management Logo

Leslie Falconio

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

William Wright, Director Of Credit, Bank Loans & Derivatives Trading at Loomis, Sayles & Co. Loomis, Sayles & Co. Logo

William Wright

Director Of Credit, Bank Loans & Derivatives Trading
Loomis, Sayles & Co.

Alexandra Wilson-Elizondo, Senior Portfolio Manager - Global Fixed Income at MacKay Shields

Alexandra Wilson-Elizondo

Senior Portfolio Manager - Global Fixed Income
MacKay Shields

Scott Schroeder, SVP - Credit Trading at Macquarie Investment Management Macquarie Investment Management Logo

Scott Schroeder

SVP - Credit Trading
Macquarie Investment Management

Sarah Leshner Carvalho, Emerging Markets Fixed Income Investor at Capital Group Capital Group Logo

Sarah Leshner Carvalho

Emerging Markets Fixed Income Investor
Capital Group

Mila Skulkina, Portfolio Manager, Emerging Markets at Lord Abbett Lord Abbett Logo

Mila Skulkina

Portfolio Manager, Emerging Markets
Lord Abbett

Daniel Gallegos, Head of Fixed Income Trading at Natixis

Daniel Gallegos

Head of Fixed Income Trading
Natixis

Manuel Hayes, Vice President, Senior Portfolio Manager of Trader and Fixed income at Mellon

Manuel Hayes

Vice President, Senior Portfolio Manager of Trader and Fixed income
Mellon

Yannig Loyer, Global Head of Trading, Securities Financing & Derivatives at AXA Investment Managers

Yannig Loyer

Global Head of Trading, Securities Financing & Derivatives
AXA Investment Managers

Josh Barrickman, Head of Bond Indexing at Vanguard

Josh Barrickman

Head of Bond Indexing
Vanguard

Sonali Pier, Managing Director at PIMCO

Sonali Pier

Managing Director
PIMCO

Anne P Colucci, Managing Director and Associate Director, Global Trading at Wellington Management

Anne P Colucci

Managing Director and Associate Director, Global Trading
Wellington Management

Daniel Leon, Global Head of Trading, Treasury Management & Global Solutions at HSBC Asset Managemen

Daniel Leon

Global Head of Trading, Treasury Management & Global Solutions
HSBC Asset Managemen

Nick Steinbach, Global Head of Fixed Income Trading at AQR Capital Management

Nick Steinbach

Global Head of Fixed Income Trading
AQR Capital Management

Liakos Papapoulos, Senior Investment Manager, Treasury at MN Investment Management

Liakos Papapoulos

Senior Investment Manager, Treasury
MN Investment Management

Archit Soni, Portfolio Manager & Trader at Dimensional

Archit Soni

Portfolio Manager & Trader
Dimensional

Muting Ren, Senior Credit Quant Researcher & Portfolio Manager at AllianceBernstein

Muting Ren

Senior Credit Quant Researcher & Portfolio Manager
AllianceBernstein

Brian Mandirola, Head of Trading at Hartford Investment Management Co.

Brian Mandirola

Head of Trading
Hartford Investment Management Co.

Sara Levin, Vice President, Institutional Cross Asset Solutions at WallachBeth Capital

Sara Levin

Vice President, Institutional Cross Asset Solutions
WallachBeth Capital

Ritirupa Samanta, Head of Systematic Fixed Income and Currency Strategy at GMO

Ritirupa Samanta

Head of Systematic Fixed Income and Currency Strategy
GMO

Giulia Pellegrini, Deputy CIO - Emerging Markets Fixed Income, Portfolio Management & ESG at Allianz Global Investors

Giulia Pellegrini

Deputy CIO - Emerging Markets Fixed Income, Portfolio Management & ESG
Allianz Global Investors

Whitney Watson, Global Head of Fixed Income Risk Management & Portfolio Construction at Goldman Sachs Asset Management

Whitney Watson

Global Head of Fixed Income Risk Management & Portfolio Construction
Goldman Sachs Asset Management

Rene Casis, Portfolio Manager at American Century Investments

Rene Casis

Portfolio Manager
American Century Investments

Brandon Matsui, Senior Portfolio Manager at DW

Brandon Matsui

Senior Portfolio Manager
DW

Nancy Davis, Chief Investment Officer at Quadratic Capital Management

Nancy Davis

Chief Investment Officer
Quadratic Capital Management

Susan Hutman, Head of Credit Research & Responsible Investing, Fixed income at AllianceBernstein

Susan Hutman

Head of Credit Research & Responsible Investing, Fixed income
AllianceBernstein

Daniel Blonshteyn, Head of Municipal Desk at J.P. Morgan Asset Management

Daniel Blonshteyn

Head of Municipal Desk
J.P. Morgan Asset Management

James Wallin, Senior Vice President, Fixed Income at AllianceBernstein

James Wallin

Senior Vice President, Fixed Income
AllianceBernstein

Andrew Parra, Global Head of Investment Grade Corporate Trading at Goldman Sachs Asset Management

Andrew Parra

Global Head of Investment Grade Corporate Trading
Goldman Sachs Asset Management

Adam St. Germain, Senior Investment Risk Analyst at Loomis, Sayles & Company

Adam St. Germain

Senior Investment Risk Analyst
Loomis, Sayles & Company

Nick Eisinger, Co-Head of Emerging Markets Active Fixed Income at Vanguard

Nick Eisinger

Co-Head of Emerging Markets Active Fixed Income
Vanguard

Tim Gigliotti

SMD, Head of Fixed Income Trading
TIAA/Nuveen

Matthew Scharpf, Vice President, Fixed Income Sales, Derivatives, Funding & Financing – Americas at Eurex

Matthew Scharpf

Vice President, Fixed Income Sales, Derivatives, Funding & Financing – Americas
Eurex

Steve Toland, Founder at TransFICC TransFICC Logo

Steve Toland

Founder
TransFICC

Michael Koegler, Managing Principal at Market Alpha Advisors LLC

Michael Koegler

Managing Principal
Market Alpha Advisors LLC

David Parker, CEO at MTS markets

David Parker

CEO
MTS markets

Chris Bruner, Head of U.S. Institutional Fixed Income at Tradeweb

Chris Bruner

Head of U.S. Institutional Fixed Income
Tradeweb

Meredith Coffey, Executive Vice President, Research & Public Policy at LSTA

Meredith Coffey

Executive Vice President, Research & Public Policy
LSTA

Kevin McPartland, Head of Market Structure Research at Coalition Greenwich

Kevin McPartland

Head of Market Structure Research
Coalition Greenwich

Audrey Blater, Research Director at Aite Group

Audrey Blater

Research Director
Aite Group

Russell Feldman, Chief Operating Officer at IMTC

Russell Feldman

Chief Operating Officer
IMTC

Spencer Lee, Founding Partner at Agilon Capital

Spencer Lee

Founding Partner
Agilon Capital

Terry Flanagan, Managing Editor at Markets Media Group

Terry Flanagan

Managing Editor
Markets Media Group

Brad Levy, President & Chief Commercial Officer at Symphony

Brad Levy

President & Chief Commercial Officer
Symphony

Peter Azzinaro, Managing Director- Global Macro Strategist, Portfolio Management at Manulife

Peter Azzinaro

Managing Director- Global Macro Strategist, Portfolio Management
Manulife

Marie Vrakking, Independent Expert at Independent Expert

Marie Vrakking

Independent Expert
Independent Expert

Alexandre Hardouin, Head of Rates at Refinitiv

Alexandre Hardouin

Head of Rates
Refinitiv

Jennifer Litwin, Vice President, Head of Financial Services at The Forem

Jennifer Litwin

Vice President, Head of Financial Services
The Forem

Bill Ahmuty, Head of SPDR ETF Fixed Income Group at SSGA

Bill Ahmuty

Head of SPDR ETF Fixed Income Group
SSGA

Vuk Magdelinic, CEO at Overbond Overbond Logo

Vuk Magdelinic

CEO
Overbond

Greg Azrak, Head of Business Development at Adroit Trading Technologies

Greg Azrak

Head of Business Development
Adroit Trading Technologies

Mike Smith, Director of Exchange Management at IPC

Mike Smith

Director of Exchange Management
IPC

Colm Murtagh, Managing Director, Head of U.S. Rates at Tradeweb

Colm Murtagh

Managing Director, Head of U.S. Rates
Tradeweb

Bhas Nalabothula, Managing Director, Head of European Institutional Rates at Tradeweb

Bhas Nalabothula

Managing Director, Head of European Institutional Rates
Tradeweb

Ted Husveth, Managing Director, Credit Product Manager at Tradeweb

Ted Husveth

Managing Director, Credit Product Manager
Tradeweb

John Angelos, Senior Director, Head of North American Derivatives Sales at Cboe Global Markets

John Angelos

Senior Director, Head of North American Derivatives Sales
Cboe Global Markets

Brad Bailey, Capital Markets Research Director at Celent

Brad Bailey

Capital Markets Research Director
Celent

David Saab, Serial Entrepreneur at Serial Entrepreneur

David Saab

Serial Entrepreneur
Serial Entrepreneur

Dan Taylor, MD, Head of Americas at BondIT Global

Dan Taylor

MD, Head of Americas
BondIT Global

Oliver Kroll, MD BondIT and Co-founder, Scorable Product at BondIT Global | Scorable Product

Oliver Kroll

MD BondIT and Co-founder, Scorable Product
BondIT Global | Scorable Product

Lincoln Bartlett, Derivatives Trader at Vanguard

Lincoln Bartlett

Derivatives Trader
Vanguard

David Easthope, Senior Advisor at Coalition Greenwich

David Easthope

Senior Advisor
Coalition Greenwich

Ari Burstein

President
Capital Markets Strategies

Jim Toffey, Chief Executive Officer at LTX

Jim Toffey

Chief Executive Officer
LTX

Spencer Mindlin, Senior Analyst at Aite Group Aite Group Logo

Spencer Mindlin

Senior Analyst
Aite Group

Gavin Stephens, Director of Portfolio Management at Goelzer Investment Management

Gavin Stephens

Director of Portfolio Management
Goelzer Investment Management

Sean Dzugan, Head of Buyside Sales at MTS Markets International

Sean Dzugan

Head of Buyside Sales
MTS Markets International

Will Boeckman, Global Head of E-Sales at Citadel Securities Citadel Securities Logo

Will Boeckman

Global Head of E-Sales
Citadel Securities

Paul Reynolds, FI Head of Sales at Tradingscreen Imagine

Paul Reynolds

FI Head of Sales
Tradingscreen Imagine

Olivia Knocker, Senior Manager, Solutions at Symphony

Olivia Knocker

Senior Manager, Solutions
Symphony

Ugo Egbunike, Institutional Sales and Trading, Fixed Income Specialist at Jane Street

Ugo Egbunike

Institutional Sales and Trading, Fixed Income Specialist
Jane Street

Matt Berger, Global Head of Fixed Income at Jane Street

Matt Berger

Global Head of Fixed Income
Jane Street

David Landisman, Senior Director, Trading Product Development at FactSet

David Landisman

Senior Director, Trading Product Development
FactSet

Patrick Duffner, Enterprise Sales Lead at IMTC

Patrick Duffner

Enterprise Sales Lead
IMTC

Jeremy Albers

CFA, CAIA, Investment Risk Manager and Portfolio Construction
Aviva Investors

David Nicol, CEO & Co-Founder at LedgerEdge

David Nicol

CEO & Co-Founder
LedgerEdge

John Robinson

Senior Management Team
Neptune

Dan Connell

Managing Director
Coalition Greenwich

Peter Borstelmann, President at ICE Bonds

Peter Borstelmann

President
ICE Bonds

Susan Joyce

VP, Head of Fixed Income Market Structure & Muni Bond Trader
AllianceBernstein

AJ Cass, Managing Director, Co-Head of Sales at LTX

AJ Cass

Managing Director, Co-Head of Sales
LTX

Ben Emons

Managing Director, Head of Global Macro Strategy
Medley Advisors

Michael Chin, CEO at Broadway Technology

Michael Chin

CEO
Broadway Technology

John Bagley, Chief Market Structure Officer at Municipal Securities Rulemaking Board

John Bagley

Chief Market Structure Officer
Municipal Securities Rulemaking Board

Mark Heckert, Chief Product Officer at ICE Data Services

Mark Heckert

Chief Product Officer
ICE Data Services

Marty Williams, Senior Director, Product Management at ICE Data Services

Marty Williams

Senior Director, Product Management
ICE Data Services

Dan Barnes, Editor at The Desk

Dan Barnes

Editor
The Desk

Robert Simnick, Credit Portfolio Specialist at Invesco Invesco Logo

Robert Simnick

Credit Portfolio Specialist
Invesco

Paul Pietranico, Director, Senior Portfolio Manager, Multi Asset US at Allianz Global Investors

Paul Pietranico

Director, Senior Portfolio Manager, Multi Asset US
Allianz Global Investors

Jason Quinn, Chief Product Officer at Trumid

Jason Quinn

Chief Product Officer
Trumid

Chris Hefferman

Head of Fixed Income Sales
Flow Traders

Stephen Winterstein, Head of Municipal Fixed Income at MarketAxess

Stephen Winterstein

Head of Municipal Fixed Income
MarketAxess

Matthew Walters, Portfolio Trading Product Specialist at MarketAxess

Matthew Walters

Portfolio Trading Product Specialist
MarketAxess

Richard Schiffman, Head of Open Trading at MarketAxess

Richard Schiffman

Head of Open Trading
MarketAxess

Vidya Guruju, Director of Product Management at Charles River Development Charles River Development Logo

Vidya Guruju

Director of Product Management
Charles River Development


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