Our Speakers

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Advisory Board

Steven O'Bott, Chief Data Architect at Vanguard

Steven O'Bott

Chief Data Architect
Vanguard

Jenny Xiao, Global Head of Rates Trading at BlackRock

Jenny Xiao

Global Head of Rates Trading
BlackRock

Russell Budnick, Managing Director, Global Head of Capital Markets at Citi Wealth

Russell Budnick

Managing Director, Global Head of Capital Markets
Citi Wealth

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

Dwayne Middleton

Global Head of Fixed Income Trading
T. Rowe Price

Ph.D. Riti Samanta, Global Co-Head of Fixed Income at Russell Investments

Ph.D. Riti Samanta

Global Co-Head of Fixed Income
Russell Investments

Margen Cuko, Managing Director, Head of US Cross Asset Trading at J.P. Morgan Global Wealth Management

Margen Cuko

Managing Director, Head of US Cross Asset Trading
J.P. Morgan Global Wealth Management

Neal Rayner, Fixed Income Trading Head (US) at Janus Henderson Investors

Neal Rayner

Fixed Income Trading Head (US)
Janus Henderson Investors

Keynote C-Suite Speakers

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

Lori Heinel

Global Chief Investment Officer
State Street Investment Management

Keith Morris, Chief Investment Officer at State of Maryland Treasurers

Keith Morris

Chief Investment Officer
State of Maryland Treasurers

Monica Khurana, Former Chief Technology Officer at Dodge and Cox

Monica Khurana

Former Chief Technology Officer
Dodge and Cox

Christian Schulz, Chief Economist at Allianz Global Investors

Christian Schulz

Chief Economist
Allianz Global Investors

Alex Grassino, Global Chief Economist, Multi-Asset Solutions at Manulife Investment Management

Alex Grassino

Global Chief Economist, Multi-Asset Solutions
Manulife Investment Management

Nancy Davis, Founder & CIO at Quadratic Capital

Nancy Davis

Founder & CIO
Quadratic Capital

Alejandro Estevez-Breton, Chief Fixed Income & Digital Asset Strategist at Itau Wealth Management

Alejandro Estevez-Breton

Chief Fixed Income & Digital Asset Strategist
Itau Wealth Management

Trading & Execution Buy Side Speakers

Nola Kopfer, Global Head of Trading at MFS

Nola Kopfer

Global Head of Trading
MFS

Lindsey Spink, Head of Global Fixed Income Trading at American Century Investments

Lindsey Spink

Head of Global Fixed Income Trading
American Century Investments

Michael O'Brien, Managing Director and Global Head of Trading, Emerging Markets at Artisan Partners

Michael O'Brien

Managing Director and Global Head of Trading, Emerging Markets
Artisan Partners

Masaya Okoshi, Senior Managing Director, Fixed Income Trader at Wellington Management

Masaya Okoshi

Senior Managing Director, Fixed Income Trader
Wellington Management

Daniel Blonshteyn, Managing Director, US Head of Fixed Income Trading at J.P. Morgan Global Wealth Management

Daniel Blonshteyn

Managing Director, US Head of Fixed Income Trading
J.P. Morgan Global Wealth Management

Maile Robichaud, Managing Director, Head of Fixed Income Trading Americas at State Street Investment Management

Maile Robichaud

Managing Director, Head of Fixed Income Trading Americas
State Street Investment Management

Ryan Raymond, Head of US Trading at Legal & General

Ryan Raymond

Head of US Trading
Legal & General

Brian Rubin, Head of US Fixed Income Trading at T.Rowe Price

Brian Rubin

Head of US Fixed Income Trading
T.Rowe Price

Jamie Anderson, Head of US Trading at Insight Investment

Jamie Anderson

Head of US Trading
Insight Investment

Brian Mandirola, Head of Trading at HIMCO

Brian Mandirola

Head of Trading
HIMCO

Steve Chylinski, Head of Fixed Income Trading at Eagle Asset Management

Steve Chylinski

Head of Fixed Income Trading
Eagle Asset Management

Anatoly Nakum, Partner, Head of Portfolio Management and Trading at EPFC Capital Partners

Anatoly Nakum

Partner, Head of Portfolio Management and Trading
EPFC Capital Partners

Tom Melvin, Director, Credit Trading (North America) at Invesco

Tom Melvin

Director, Credit Trading (North America)
Invesco

Steven Chan, Director, Head of Fixed Income Trading at Charles Schwab Asset Management

Steven Chan

Director, Head of Fixed Income Trading
Charles Schwab Asset Management

Ada Chin

Director, Senior Trader
Lazard Asset Management

Nicolas Pilorget, Director, Head of Trading at Ontario Teachers' Pension Plan (OTTP)

Nicolas Pilorget

Director, Head of Trading
Ontario Teachers' Pension Plan (OTTP)

Susan Joyce, VP/Municipals Trader and Head of Market Structure at AllianceBernstein

Susan Joyce

VP/Municipals Trader and Head of Market Structure
AllianceBernstein

Miguel Cota, VP & Head Fixed Income Trader at American Century Investment Management

Miguel Cota

VP & Head Fixed Income Trader
American Century Investment Management

Paul Hwang, Vice President - Municipal Trader at Payden & Rygel

Paul Hwang

Vice President - Municipal Trader
Payden & Rygel

Brendan Miller, Principal, Fixed Income Trader & Portfolio Analyst at Brown Advisory

Brendan Miller

Principal, Fixed Income Trader & Portfolio Analyst
Brown Advisory

Patricia Selim, Senior FX Trader at Vanguard

Patricia Selim

Senior FX Trader
Vanguard

Robert Simnick, Senior Fixed Income Trader at Invesco

Robert Simnick

Senior Fixed Income Trader
Invesco

Michael Delaney, Systematic Trading at Loomis, Sayles & Co

Michael Delaney

Systematic Trading
Loomis, Sayles & Co

Greg Spyropoulos, Credit Trading at Acadian Asset Management

Greg Spyropoulos

Credit Trading
Acadian Asset Management

Geoffrey King, Trader, Global Fixed Income Trader at Lord, Abbett & Co.

Geoffrey King

Trader, Global Fixed Income Trader
Lord, Abbett & Co.

Alex Edelman, Fixed Income Trader at State Street Investment Management

Alex Edelman

Fixed Income Trader
State Street Investment Management

Matthew Murphy

Credit Trader
T. Rowe Price

C-Suite Buy Side Speakers

Eric Morrow, COO of PM & Trading at Apollo Global Management

Eric Morrow

COO of PM & Trading
Apollo Global Management

Michael Contopoulos, Deputy CIO and Head of Fixed Income at Richard Bernstein Advisors

Michael Contopoulos

Deputy CIO and Head of Fixed Income
Richard Bernstein Advisors

Alexander Morris, Chief Executive Officer & Chief Investment Officer at F/m Investments

Alexander Morris

Chief Executive Officer & Chief Investment Officer
F/m Investments

Nils Overdahl, Co-Chief Investment Officer at New Century Advisors

Nils Overdahl

Co-Chief Investment Officer
New Century Advisors

Andrew Dassori, Founding Partner & Chief Investment Officer at Wavelength Capital Management

Andrew Dassori

Founding Partner & Chief Investment Officer
Wavelength Capital Management

Peter Baden, Managing Director, Director of Fixed Income Strategy at F/m Investments, LLC

Peter Baden

Managing Director, Director of Fixed Income Strategy
F/m Investments, LLC

Ludvig Söderling, Chief Investment Portfolio Manager at Danske Bank Asset Management

Ludvig Söderling

Chief Investment Portfolio Manager
Danske Bank Asset Management

Abhishek Sinha, CEO & CIO at Nelumbium Capital

Abhishek Sinha

CEO & CIO
Nelumbium Capital

Technology & Data Buy Side Speakers

Jay Gattani, Senior Managing Director: Global Head of Tech - Products, Front Office Trading at Nuveen

Jay Gattani

Senior Managing Director: Global Head of Tech - Products, Front Office Trading
Nuveen

Keri Tusa, Global Head of Investment and Distribution Technology at Lazard Asset Management

Keri Tusa

Global Head of Investment and Distribution Technology
Lazard Asset Management

Vineet Gupta, MD at BlackRock

Vineet Gupta

MD
BlackRock

Naveen Srinivasan, Global Head of Trading Technology at Goldman Sachs Asset Management

Naveen Srinivasan

Global Head of Trading Technology
Goldman Sachs Asset Management

Debojyoti Ganguly, Head of Fixed Income Trading Technology at Charles Schwab Asset Management

Debojyoti Ganguly

Head of Fixed Income Trading Technology
Charles Schwab Asset Management

Luis Cota, Head of Quant Research Platform Technology at Fidelity

Luis Cota

Head of Quant Research Platform Technology
Fidelity

Ben Harrison, SVP, Head of SMA & Muni Trading Technology at PIMCO

Ben Harrison

SVP, Head of SMA & Muni Trading Technology
PIMCO

Brij Agarwal, Head of Investments and Trading Technology at Schwab Asset Management

Brij Agarwal

Head of Investments and Trading Technology
Schwab Asset Management

Che Guan, Principal Data Scientist at AllianceBernstein

Che Guan

Principal Data Scientist
AllianceBernstein

Ernest Lang, Head of GA ALM Analytics at Transamerica

Ernest Lang

Head of GA ALM Analytics
Transamerica

Bob Skowron, Director, Data and Technology Strategy at NISA Investment Advisors, LLC

Bob Skowron

Director, Data and Technology Strategy
NISA Investment Advisors, LLC

Jefferson Monastoque, Director, Fixed Income Investment Platform at Barings

Jefferson Monastoque

Director, Fixed Income Investment Platform
Barings

Portfolio Management & Research Buy Side Speakers

Manju Boraiah, Global Head of Systematic Fixed Income and Custom SMA at Allspring Global Investments

Manju Boraiah

Global Head of Systematic Fixed Income and Custom SMA
Allspring Global Investments

Connor Fitzgerald, Senior Managing Director at Wellington Management Company , LLP

Connor Fitzgerald

Senior Managing Director
Wellington Management Company , LLP

Jim Palmieri, Managing Director & Senior Portfolio Manager at State Street Investment Management

Jim Palmieri

Managing Director & Senior Portfolio Manager
State Street Investment Management

Orit Mihaeli, MD, Head of Investment Business Management at Voya Investment Management

Orit Mihaeli

MD, Head of Investment Business Management
Voya Investment Management

Laura Cooper, MD, Global Investment Strategist and Head of Macro Credit at Nuveen

Laura Cooper

MD, Global Investment Strategist and Head of Macro Credit
Nuveen

Matthew Woods, Head Director, Investment Portfolio Management of Fixed Income Strategies Team at Wells Fargo

Matthew Woods

Head Director, Investment Portfolio Management of Fixed Income Strategies Team
Wells Fargo

Matt Woods, Head Director, Investment Portfolio Management of Fixed Income Strategies Team at Wells Fargo

Matt Woods

Head Director, Investment Portfolio Management of Fixed Income Strategies Team
Wells Fargo

Meta Curry, Managing Director, Head of Insurance Strategy at State Street Investment Management

Meta Curry

Managing Director, Head of Insurance Strategy
State Street Investment Management

Andrew Peters, Managing Director, Head of Investment Consulting Group at New York Life Investments

Andrew Peters

Managing Director, Head of Investment Consulting Group
New York Life Investments

Matt Rowe, Managing Director, Portfolio Manager at MAN Group

Matt Rowe

Managing Director, Portfolio Manager
MAN Group

Brian Pringle, Co- Fixed Income Head (North America) at Russell Investments

Brian Pringle

Co- Fixed Income Head (North America)
Russell Investments

Scott Zaleski, Head of US Multi-Sector Fixed Income at Insight Investment

Scott Zaleski

Head of US Multi-Sector Fixed Income
Insight Investment

Marcin Zdunek, Managing Director, Head of Capital Markets & Portfolio Manage at F/m Investments

Marcin Zdunek

Managing Director, Head of Capital Markets & Portfolio Manage
F/m Investments

Rohit Jain, Portfolio Manager at J.P Morgan

Rohit Jain

Portfolio Manager
J.P Morgan

Katie Stockton, Founder & Managing Partner at Fairlead Strategies

Katie Stockton

Founder & Managing Partner
Fairlead Strategies

Morten Olsen, Head of Customized Fixed Income Senior Vice President at Northern Trust

Morten Olsen

Head of Customized Fixed Income Senior Vice President
Northern Trust

Jim Switzer, SVP/Head of Municipals at AllianceBernstein

Jim Switzer

SVP/Head of Municipals
AllianceBernstein

Kevin Breaux, Head of Fixed Income Quantitative Research at GMO

Kevin Breaux

Head of Fixed Income Quantitative Research
GMO

Alessio Muscara, Head Director, SMA Implementation at BlackRock

Alessio Muscara

Head Director, SMA Implementation
BlackRock

Manan Mehta, Head of Quantitative Fixed Income Strategies at Northern Trust Asset Management

Manan Mehta

Head of Quantitative Fixed Income Strategies
Northern Trust Asset Management

Matthew Wrzesniewsky, Head of Fixed Income Client Portfolio Management at Vanguard

Matthew Wrzesniewsky

Head of Fixed Income Client Portfolio Management
Vanguard

Jessie Harris, Head of Fixed Income Portfolio Management at Bank of America

Jessie Harris

Head of Fixed Income Portfolio Management
Bank of America

Ash Shetty, Senior Vice President, Portfolio Manager and Risk Strategist at PineBridge Investments

Ash Shetty

Senior Vice President, Portfolio Manager and Risk Strategist
PineBridge Investments

Alexandra Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management at TD Asset Management

Alexandra Gorewicz

Vice President & Director, Active Fixed Income Portfolio Management
TD Asset Management

Robert Fogarty, Director, Senior Product Specialist – Private Debt, at DWS

Robert Fogarty

Director, Senior Product Specialist – Private Debt,
DWS

Eric Charron, Director, Global Investment Solutions at Liberty Mutual Investments

Eric Charron

Director, Global Investment Solutions
Liberty Mutual Investments

Max Yu, Associate Director of Quant Research at Macquarie Asset Management

Max Yu

Associate Director of Quant Research
Macquarie Asset Management

Jarred Sherman, Managing Director, Portfolio Manager at JP Morgan Asset Management

Jarred Sherman

Managing Director, Portfolio Manager
JP Morgan Asset Management

Aristotel Kondili, Director, Senior Portfolio Manager, Local Markets Debt at Lazard Asset Management

Aristotel Kondili

Director, Senior Portfolio Manager, Local Markets Debt
Lazard Asset Management

Brett Wilzbach, Director, Investments at Cannae Portfolio Advisors

Brett Wilzbach

Director, Investments
Cannae Portfolio Advisors

Tim Every, Director of Asset Allocation & Research at Lockheed Martin Investment Management

Tim Every

Director of Asset Allocation & Research
Lockheed Martin Investment Management

Jonathan Murrell, Senior Portfolio Manager at Bank of America Private Bank

Jonathan Murrell

Senior Portfolio Manager
Bank of America Private Bank

Steven Hung, Senior Portfolio Manager at Schwab Asset Management

Steven Hung

Senior Portfolio Manager
Schwab Asset Management

Folu Abiona, Senior Vice President and Portfolio Manager at Stonebridge PMG Advisors

Folu Abiona

Senior Vice President and Portfolio Manager
Stonebridge PMG Advisors

Peter Yanulis, VP Portfolio Manager, Emerging Markets Debt at Loomis, Sayles & Co

Peter Yanulis

VP Portfolio Manager, Emerging Markets Debt
Loomis, Sayles & Co

Alexandre Cousineau, VP & Portfolio Manager, Global Fixed Income at Fiera Capital

Alexandre Cousineau

VP & Portfolio Manager, Global Fixed Income
Fiera Capital

Oliver Faltin-Trager, Vice President, Fixed Income Science Research Team Lead at Wellington Management

Oliver Faltin-Trager

Vice President, Fixed Income Science Research Team Lead
Wellington Management

Daniel Wu, Senior Quant Investment Strategist at Vanguard

Daniel Wu

Senior Quant Investment Strategist
Vanguard

Richard Ose, Senior Portfolio Manager at Invesco

Richard Ose

Senior Portfolio Manager
Invesco

Ryan Hook, Senior Portfolio Manager at Charles Schwab Asset Management

Ryan Hook

Senior Portfolio Manager
Charles Schwab Asset Management

Violet Jiwon Byun, VP, Fixed Income Portfolio Manager at Samsung Asset Management

Violet Jiwon Byun

VP, Fixed Income Portfolio Manager
Samsung Asset Management

Kyra Fecteau, Fixed Income Portfolio Manager at Wellington Management

Kyra Fecteau

Fixed Income Portfolio Manager
Wellington Management

Orhan Imer, Portfolio Manager at Fidelity Investments

Orhan Imer

Portfolio Manager
Fidelity Investments

Jeff Morton, Portfolio Manager at DWS Group

Jeff Morton

Portfolio Manager
DWS Group

Greg Hessler, Portfolio Manager at Nuveen

Greg Hessler

Portfolio Manager
Nuveen

Scott Supple, Portfolio Manager at Longfellow Investment Management

Scott Supple

Portfolio Manager
Longfellow Investment Management

Sell Side, Vendors & ETF Providers Speakers

Steve Toland, Founder at TransFICC

Steve Toland

Founder
TransFICC

Justine Robertson, Managing Director, Head of U.S. Sales & Client Strategy at Trumid

Justine Robertson

Managing Director, Head of U.S. Sales & Client Strategy
Trumid

Vietta Grinberg, Head of Product for Sales, Digital Markets at JP Morgan

Vietta Grinberg

Head of Product for Sales, Digital Markets
JP Morgan

Jason Quinn, Chief Product Officer & Global Head of Sales at Trumid

Jason Quinn

Chief Product Officer & Global Head of Sales
Trumid

Leland Price, Executive Director & North America lead, FICC Market Structure & Liquidity Strat at J. P. Morgan

Leland Price

Executive Director & North America lead, FICC Market Structure & Liquidity Strat
J. P. Morgan

Krishna Gottipaty, Partner at Simon-Kucher& Partners

Krishna Gottipaty

Partner
Simon-Kucher& Partners

David Kashetta

Co-Head of Investment Grade Sales
Citadel Securities

Jim Kwiatkowski, CEO at LTX

Jim Kwiatkowski

CEO
LTX

Andrew Preisser, Sales Manager, Fixed Income at SIX

Andrew Preisser

Sales Manager, Fixed Income
SIX

Max Cann, Managing Director, Head of Institutional Client ETFs at J.P. Morgan Asset Management

Max Cann

Managing Director, Head of Institutional Client ETFs
J.P. Morgan Asset Management

Andy Chai, Head of US Credit & Client Solutions at MarketAxess

Andy Chai

Head of US Credit & Client Solutions
MarketAxess

Chris Sturhahn, Head of Product, Asset Management at Clearwater Analytics

Chris Sturhahn

Head of Product, Asset Management
Clearwater Analytics

AJ Cass, Head of Market Structure and Liquidity at LTX

AJ Cass

Head of Market Structure and Liquidity
LTX

Spencer Lee, Head of Products, Americas at MarketAxess

Spencer Lee

Head of Products, Americas
MarketAxess

Francis Romano, Head of ICE Bonds Client and 3rd Party Integrations at ICE

Francis Romano

Head of ICE Bonds Client and 3rd Party Integrations
ICE

Michael Loggia, Global Head of Workflow Technology at Virtu Financial

Michael Loggia

Global Head of Workflow Technology
Virtu Financial

David Kalita, CEO at Quantitative Brokers

David Kalita

CEO
Quantitative Brokers

Geoff Morton, Global Head of Strategists, Data at MarketAxess

Geoff Morton

Global Head of Strategists, Data
MarketAxess

Steve Laipply, Managing Director, Global Co-Head of iShares Fixed Income ETFs at BlackRock

Steve Laipply

Managing Director, Global Co-Head of iShares Fixed Income ETFs
BlackRock

Eugene Grinbeg, CEO at SOLVE

Eugene Grinbeg

CEO
SOLVE

Jon Simone, Head of Rates at OneChronos

Jon Simone

Head of Rates
OneChronos

Elizabeth Templeton, Senior Product Manager, Fixed Income and Multi-Asset Indexes at MORNINGSTAR Indexes

Elizabeth Templeton

Senior Product Manager, Fixed Income and Multi-Asset Indexes
MORNINGSTAR Indexes

Nicholas Godec, Head of Fixed Income Tradeables & Commodities at S&P Dow Jones Indices

Nicholas Godec

Head of Fixed Income Tradeables & Commodities
S&P Dow Jones Indices

Alex Sedgwick, Municipals and Fixed Income (US) Commercial Executive Director at S&P Global

Alex Sedgwick

Municipals and Fixed Income (US) Commercial Executive Director
S&P Global

Jack Fischer, US Fixed Income Product Lead at FTSE Russell, LSEG Company

Jack Fischer

US Fixed Income Product Lead
FTSE Russell, LSEG Company

Sassan Danesh, CEO at ETS Connect Plus

Sassan Danesh

CEO
ETS Connect Plus

Phil Cichlar, Institutional Sales & Trading at Jane Street

Phil Cichlar

Institutional Sales & Trading
Jane Street

Tim Whipman, Head of Business Development at TransFICC

Tim Whipman

Head of Business Development
TransFICC

Howard Cohen, VP & Head of Markets at Octaura

Howard Cohen

VP & Head of Markets
Octaura

Jude Arena

Managing Director, Co-head of Municipal Primary and Secondary Trading
Bank of America

Evan Sokolov

Managing Director, Municipal Electronic Trading
Bank of America

Ted Carey, Executive Director of Rates and OTC Products at CME Group

Ted Carey

Executive Director of Rates and OTC Products
CME Group

J.B. Wakefield

Executive Director of BrokerTec Products
CME Group

Associations, Regulators and Moderators

William Thum, Managing Director and Associate General Counsel at SIFMA Asset Management Group

William Thum

Managing Director and Associate General Counsel
SIFMA Asset Management Group

Robert Fink, Americas Buy-Side Relationship Director at Coalition Greenwich

Robert Fink

Americas Buy-Side Relationship Director
Coalition Greenwich

Audrey Costabile, Senior Analyst, Risk and Financial Markets Regulation at Crisil Coalition Greenwich

Audrey Costabile

Senior Analyst, Risk and Financial Markets Regulation
Crisil Coalition Greenwich

Dan Barnes, CEO, Europe at Markets Media

Dan Barnes

CEO, Europe
Markets Media

Stephane Malrait, Non Executive Director (NED) at Quorum15

Stephane Malrait

Non Executive Director (NED)
Quorum15

Daniel Mayston, Technical Director at Financial Markets Standards Board (FMSB)

Daniel Mayston

Technical Director
Financial Markets Standards Board (FMSB)

Julia Streets MBE, Founder & CEO at Streets Consulting

Julia Streets MBE

Founder & CEO
Streets Consulting

Marie Vrakking, Consultant at Independent

Marie Vrakking

Consultant
Independent

Our Sponsors:

Bank of America

Castle Oak Securities

Citadel Securities

Clearwater Analytics

ETS Connect Plus

Intercontinental Exchange

iShares by BlackRock

J.P. Morgan Asset Management

Morningstar Indexes

Quantitative Brokers

RBC Capital Markets

Trading Technologies

Virtu Financial