Fixed Income Leaders USA 2024

June 12 - 14, 2024

Omni Boston Hotel at the Seaport

Our Speakers

Guest Keynote Speakers

Todd Buchholz, Former White House Director of Economic Policy and CNBC Regular at The White House

Todd Buchholz

Former White House Director of Economic Policy and CNBC Regular
The White House

Matthew Steinaway, Chief Investment Officer - Fixed Income, Cash and Currency at State Street Global Advisors

Matthew Steinaway

Chief Investment Officer - Fixed Income, Cash and Currency
State Street Global Advisors

Jason Gottlieb, President at Artisan Partners

Jason Gottlieb

President
Artisan Partners

2024 Advisory Board

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

Dwayne Middleton

Global Head of Fixed Income Trading
T.Rowe Price

Daniel Veiner, Co-Head of Global Trading at BlackRock

Daniel Veiner

Co-Head of Global Trading
BlackRock

Russell Budnick, Global Head of Cross Asset Trading at J.P. Morgan Global Wealth Management   J.P. Morgan Global Wealth Management   Logo

Russell Budnick

Global Head of Cross Asset Trading
J.P. Morgan Global Wealth 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

Riti Samanta, Former Systematic Multi Sector Fixed Income Portfolio Manager & Lead Strategist at GMO GMO Logo

Riti Samanta

Former Systematic Multi Sector Fixed Income Portfolio Manager & Lead Strategist
GMO

Thomas Kennedy, Chief Investment Strategist at J.P. Morgan Wealth Management

Thomas Kennedy

Chief Investment Strategist
J.P. Morgan Wealth Management

Buy Side Trading Speakers

Jim Switzer, Global Head of Municipals at AllianceBernstein AllianceBernstein Logo

Jim Switzer

Global Head of Municipals
AllianceBernstein

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

Lindsey Spink

Global Head of Fixed Income Trading
American Century Investments

Michael O'Brien, Global Head of EM Trading at Artisan Partners

Michael O'Brien

Global Head of EM Trading
Artisan Partners

Miguel Cota

VP, Head of Fixed Income Trading
Avantis Investors by American Century Investments

Stefano Pasquali, Head of Investment AI Research at BlackRock

Stefano Pasquali

Head of Investment AI Research
BlackRock

Tim Gigliotti, Global Head of Fixed Income Trading at TIAA Nuveen

Tim Gigliotti

Global Head of Fixed Income Trading
TIAA Nuveen

Matthew Scott, Head of Core Fixed Income & Multi-Asset Trading at AllianceBernstein

Matthew Scott

Head of Core Fixed Income & Multi-Asset Trading
AllianceBernstein

Neal Rayner, VP, Head of Fixed Income Trading at Janus Henderson Janus Henderson Logo

Neal Rayner

VP, Head of Fixed Income Trading
Janus Henderson

Hong Gao, Vice President, Front Office Technology at PGIM Fixed Income

Hong Gao

Vice President, Front Office Technology
PGIM Fixed Income

Erik Tumasz, Managing Director, Head of Investment and Trading Technology at Oaktree Capital Management

Erik Tumasz

Managing Director, Head of Investment and Trading Technology
Oaktree Capital Management

Renzo Iturrino, Global Head of Fixed Income Trading at Fidelity

Renzo Iturrino

Global Head of Fixed Income Trading
Fidelity

Kaustuv Dasgupta, Head of Trading, EDGE at Two Sigma

Kaustuv Dasgupta

Head of Trading, EDGE
Two Sigma

Meredith Herold, Global Head of Systematic Execution at BlackRock

Meredith Herold

Global Head of Systematic Execution
BlackRock

Brian Mandirola, Head of Trading at HIMCO

Brian Mandirola

Head of Trading
HIMCO

Steven DiVittorio, Managing Director, Global Head of Public Fixed Income Trading at Barings

Steven DiVittorio

Managing Director, Global Head of Public Fixed Income Trading
Barings

Ryan Raymond

Head of Fixed Income Trading
LGIM

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

Steven Chylinski

Head of Fixed Income Trading
Eagle Asset Management

Susan Joyce, Head of Muni Trading & FI Market Structure at AllianceBernstein

Susan Joyce

Head of Muni Trading & FI Market Structure
AllianceBernstein

Amit Deshpande, Head of Quantitative Research in the Fixed Income Division at T.Rowe Price T.Rowe Price Logo

Amit Deshpande

Head of Quantitative Research in the Fixed Income Division
T.Rowe Price

Jay Gattani, Global Head of Trading and Operations Technology at Nuveen

Jay Gattani

Global Head of Trading and Operations Technology
Nuveen

Tom Melvin, Head of Credit Trading at Invesco

Tom Melvin

Head of Credit Trading
Invesco

Dan Green, Head of Emerging Market Debt Trading at AllianceBernstein

Dan Green

Head of Emerging Market Debt Trading
AllianceBernstein

Kinzer Jennings, Head of Credit Trading at Morgan Stanely Investment Management

Kinzer Jennings

Head of Credit Trading
Morgan Stanely Investment Management

Christopher Magnus, Director, EM Credit Trader at MetLife Investment Management

Christopher Magnus

Director, EM Credit Trader
MetLife Investment Management

Michael Daley, VP, Credit trader at T Rowe Price

Michael Daley

VP, Credit trader
T Rowe Price

Bill Spencer, Multi-Asset Trader at UBS Asset Management

Bill Spencer

Multi-Asset Trader
UBS Asset Management

Andrew Claeys, Head of Systematic Trading at Allspring Global Investments

Andrew Claeys

Head of Systematic Trading
Allspring Global Investments

Irina Issakova, Managing Director, Trading at TD Asset Management

Irina Issakova

Managing Director, Trading
TD Asset Management

Paul McCann

Head of Fixed Income Trading
Liberty Mutual

Marcin Zdunek

Head of Fixed Income Trading
FM INVEST

Philip Sommer

Managing Director, Trading Analytics
BlackRock

Jen Hoffenkamp, Head of Municipal Bonds at Northern Trust Asset Management

Jen Hoffenkamp

Head of Municipal Bonds
Northern Trust Asset Management

Gaurav Ray, VP, Senior Municipal Bond Trader at Northern Trust Asset Management

Gaurav Ray

VP, Senior Municipal Bond Trader
Northern Trust Asset Management

Andy Chai, Executive Director at J.P. Morgan Private Bank

Andy Chai

Executive Director
J.P. Morgan Private Bank

Michael Rus

Head of US High Yield Trading
AllianceBernstein

Ludvig Soderling, Portfolio Manager, Emerging Market Sovereign Debt at Caisse de dépôt et placement du Québec

Ludvig Soderling

Portfolio Manager, Emerging Market Sovereign Debt
Caisse de dépôt et placement du Québec

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

Sara Levin

Vice President, Institutional Cross Asset Solutions
WallachBeth Capital

Brian Regan, Senior Portfolio Manager at Wealth Enhancement Group

Brian Regan

Senior Portfolio Manager
Wealth Enhancement Group

Buy Side Portfolio Management Speakers

Leslie Falconio, Managing Director, Chief Investment Office, Head of Taxable Fixed Income Strategy at UBS Wealth Management

Leslie Falconio

Managing Director, Chief Investment Office, Head of Taxable Fixed Income Strategy
UBS Wealth Management

Nancy Davis, Founder & CIO at Quadratic LLC

Nancy Davis

Founder & CIO
Quadratic LLC

Scott Grimberg, Head of Emerging Markets Debt at Itau Asset Management

Scott Grimberg

Head of Emerging Markets Debt
Itau Asset Management

Peter Baden, Chief Invetsment Officer at Genoa Asset Management

Peter Baden

Chief Invetsment Officer
Genoa Asset Management

Abhishek Sinha, CEO & CIO at Nelumbium Capital

Abhishek Sinha

CEO & CIO
Nelumbium Capital

James Fishback, Founder & CIO at Azoria Partners

James Fishback

Founder & CIO
Azoria Partners

Josh Barrickman, Senior Portfolio Manager at Vanguard

Josh Barrickman

Senior Portfolio Manager
Vanguard

Mike Fang, Senior Portfolio Manager at Maryland State Retirement and Pension System

Mike Fang

Senior Portfolio Manager
Maryland State Retirement and Pension System

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

Jarred Sherman

Managing Director, Portfolio Manager
JP Morgan Asset Management

Robert Daly, Director of Fixed Income at Glenmede Glenmede Logo

Robert Daly

Director of Fixed Income
Glenmede

Karishma Kaul, Head of Systematic Fixed Income Strategies at Fidelity Asset Management Fidelity Asset Management Logo

Karishma Kaul

Head of Systematic Fixed Income Strategies
Fidelity Asset Management

Michael Winnike, Director, Market Structure at BlackRock

Michael Winnike

Director, Market Structure
BlackRock

Sarah Leshner Carvalho, Vice President, EM Fixed Income at Capital Group Capital Group Logo

Sarah Leshner Carvalho

Vice President, EM Fixed Income
Capital Group

Thomas Arthur, VP Investments at Southern Farm Bureau Investments

Thomas Arthur

VP Investments
Southern Farm Bureau Investments

Gordon McKemie, Managing Director at Blackstone Credit & Insurance

Gordon McKemie

Managing Director
Blackstone Credit & Insurance

Benjamin Nye, Chief Investment Officer at Narwhal Capital Management

Benjamin Nye

Chief Investment Officer
Narwhal Capital Management

Samir Shah, Chief Investment Officer at Alpha Research and Management (ARAM)

Samir Shah

Chief Investment Officer
Alpha Research and Management (ARAM)

Paul Kamenski, Head of Fixed Income at Man Numeric

Paul Kamenski

Head of Fixed Income
Man Numeric

Brian Smedley, Chief Investment Officer at Cynosure Group

Brian Smedley

Chief Investment Officer
Cynosure Group

Scott Kimball, Chief Investment Officer at Loop Capital Asset Management

Scott Kimball

Chief Investment Officer
Loop Capital Asset Management

Andrew Dassori, Chief Investment Officer at Wavelength Capital Management

Andrew Dassori

Chief Investment Officer
Wavelength Capital Management

Neil Moriarty, Global Head of Fixed Income at Mackay Shields

Neil Moriarty

Global Head of Fixed Income
Mackay Shields

Manuel Hayes, Senior Portfolio Manager at Insight Investments

Manuel Hayes

Senior Portfolio Manager
Insight Investments

Erin M Lefkowitz, Senior Fixed Income Portfolio Manager at Mercer

Erin M Lefkowitz

Senior Fixed Income Portfolio Manager
Mercer

Alvin Burgos, Senior Portfolio Manager at RGA Re

Alvin Burgos

Senior Portfolio Manager
RGA Re

Jason Vlosich, Partner, Portfolio Manager, Fixed Income at Brown Advisory

Jason Vlosich

Partner, Portfolio Manager, Fixed Income
Brown Advisory

Sweta Singh, Portfolio Manager at City Different Investments

Sweta Singh

Portfolio Manager
City Different Investments

Rachna Ramachandran, Portfolio Manager, High Yield and Macro Credit Strategy at GMO

Rachna Ramachandran

Portfolio Manager, High Yield and Macro Credit Strategy
GMO

Rodrigo Paiva, Head of Fixed Income at Avenue

Rodrigo Paiva

Head of Fixed Income
Avenue

Peter Schwab, Portfolio Manager, High Yield at Impax Asset Management

Peter Schwab

Portfolio Manager, High Yield
Impax Asset Management

Jeremy Neisewander, Portfolio Manager at Invesco

Jeremy Neisewander

Portfolio Manager
Invesco

Richard Ose, Senior Portfolio Manager at Invesco

Richard Ose

Senior Portfolio Manager
Invesco

Eric R. Williams, Head of Capital Structure at Northern Trust

Eric R. Williams

Head of Capital Structure
Northern Trust

Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset & Wealth Management

Lindsay Rosner

Head of Multi-Sector Investing
Goldman Sachs Asset & Wealth Management

Alexander Rudin, Global Head of Multi-Asset and Fixed Income Research at State Street Global Advisors

Alexander Rudin

Global Head of Multi-Asset and Fixed Income Research
State Street Global Advisors

Bernd Wuebben, Global Head of Fixed Income Quantitative Research & Systematic Investing at AllianceBernstein

Bernd Wuebben

Global Head of Fixed Income Quantitative Research & Systematic Investing
AllianceBernstein

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

Manan Mehta

Head of Quantitative Fixed Income Research
Northern Trust Asset Management

Amanda Lynam, MD, Head of Macro Credit Research, Portfolio Management Group, Private Markets at BlackRock

Amanda Lynam

MD, Head of Macro Credit Research, Portfolio Management Group, Private Markets
BlackRock

Will Beck, SVP at Wilshire

Will Beck

SVP
Wilshire

Ash Shetty, SVP, Portfolio Manager and Risk Strategist, Fixed Income at PineBridge Investments

Ash Shetty

SVP, Portfolio Manager and Risk Strategist, Fixed Income
PineBridge Investments

Ashwani Singh, Senior Director at Guardian Life

Ashwani Singh

Senior Director
Guardian Life

Ed Paulinski, Managing Director, Head of Municipal SMAs at Goldman Sachs Asset Management

Ed Paulinski

Managing Director, Head of Municipal SMAs
Goldman Sachs Asset Management

Peter Marber, Chief Investment Officer, Emerging Markets at Aperture Investors

Peter Marber

Chief Investment Officer, Emerging Markets
Aperture Investors

Sofia Gertsberg, Managing Director at The HarbourVest

Sofia Gertsberg

Managing Director
The HarbourVest

Bill Cole, Principal, Credit Product Specialist at HarbourVest

Bill Cole

Principal, Credit Product Specialist
HarbourVest

James Pruskowski, Chief Investment Officer at 16Rock

James Pruskowski

Chief Investment Officer
16Rock

Ben Emons, Senior Portfolio Manager at NewEdge Wealth

Ben Emons

Senior Portfolio Manager
NewEdge Wealth

Sell Side & Tech Providers

Robert Allen, Global Head of Rates Products at FMX

Robert Allen

Global Head of Rates Products
FMX

Will Boeckman, Head of Fixed Income Platform Sales at Citadel Securities

Will Boeckman

Head of Fixed Income Platform Sales
Citadel Securities

Jim Kwiatkowski, CEO at LTX, A Broadridge Company

Jim Kwiatkowski

CEO
LTX, A Broadridge Company

Adam Peralta, Head of US Rates Electronic Trading at Morgan Stanley

Adam Peralta

Head of US Rates Electronic Trading
Morgan Stanley

Meredith Shaw, Fixed Income ETF Product Manager at Morgan Stanley

Meredith Shaw

Fixed Income ETF Product Manager
Morgan Stanley

Marc Natale, Global Head of Marketing, Presales and GTM at Murex

Marc Natale

Global Head of Marketing, Presales and GTM
Murex

AJ Cass, Head of Market Structure and Liquidity at LTX, A Broadridge Company

AJ Cass

Head of Market Structure and Liquidity
LTX, A Broadridge Company

Carl James, Head of Fixed Income at S&P Global

Carl James

Head of Fixed Income
S&P Global

Brad Levy, CEO at Symphony Symphony Logo

Brad Levy

CEO
Symphony

Marty Mannion, MD, Head of TD Automated Trading at TDSAT

Marty Mannion

MD, Head of TD Automated Trading
TDSAT

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

Steve Laipply

Global Co-Head of iShares Fixed Income ETFs
BlackRock

Britni Ihle, Head of Quant Trading at Citi

Britni Ihle

Head of Quant Trading
Citi

Michael Kovach, Head of Fixed Income Sales at FlexTrade

Michael Kovach

Head of Fixed Income Sales
FlexTrade

Chris Heffernan, EVP Fixed Income at Trading Technologies

Chris Heffernan

EVP Fixed Income
Trading Technologies

Michael Loggia, Global Head of Workflow Technology at Virtu Financial

Michael Loggia

Global Head of Workflow Technology
Virtu Financial

Hans Mikkelsen, MD, Global Head of Credit Strategy at TD Securities

Hans Mikkelsen

MD, Global Head of Credit Strategy
TD Securities

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

Jason Quinn

Chief Product Officer & Global Head of Sales
Trumid

Bill Ahmuty, Managing Director, Head of SPDR Fixed Income at State Street Global Advisors

Bill Ahmuty

Managing Director, Head of SPDR Fixed Income
State Street Global Advisors

Joseph Leary, Managing Director, Global Head of Digital & Liquidity at BMO Capital Markets

Joseph Leary

Managing Director, Global Head of Digital & Liquidity
BMO Capital Markets

Marina Mets, Head of Americas, Fixed Income & Multi Asset Product Management & Research at LSEG

Marina Mets

Head of Americas, Fixed Income & Multi Asset Product Management & Research
LSEG

Katie Binns, Director of Product Management, Fixed Income & Multi-Asset Indexes at Morningstar Indexes

Katie Binns

Director of Product Management, Fixed Income & Multi-Asset Indexes
Morningstar Indexes

Robert Simnick, Senior Fixed Income Trader at Invesco Invesco Logo

Robert Simnick

Senior Fixed Income Trader
Invesco

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

Nicholas Godec

Head of Fixed Income Tradeables & Private Markets
S&P Dow Jones Indices

James Morris, Senior Vice President at Investortools

James Morris

Senior Vice President
Investortools

Steve Toland, Co-Founder at TransFICC

Steve Toland

Co-Founder
TransFICC

Chad Hummel, Executive Director, Institutional ETF Client Advisor at J.P. Morgan

Chad Hummel

Executive Director, Institutional ETF Client Advisor
J.P. Morgan

Michael Beattie, Head of Product Strategy at Charles River Development, a State Street Company

Michael Beattie

Head of Product Strategy
Charles River Development, a State Street Company

Sean McKenna

Senior High Yield Trader
T. Rowe Price

Howard Cohen, VP & Head of Sales at Octaura

Howard Cohen

VP & Head of Sales
Octaura

Kate Finlayson, Global Head of FICC Market Structure at J.P. Morgan

Kate Finlayson

Global Head of FICC Market Structure
J.P. Morgan

Ted Carey, Executive Director, Rates & OTC Products at CME Group

Ted Carey

Executive Director, Rates & OTC Products
CME Group

J.B. Wakefield

Executive Director, BrokerTec Products
CME Group

Colette Garcia, Global Head of Enterprise Data Real-Time Content at Bloomberg

Colette Garcia

Global Head of Enterprise Data Real-Time Content
Bloomberg

Chairpersons, Moderators and Association Speakers

Lindsey Weber Keljo, Head – Asset Management Group (AMG) at SIFMA

Lindsey Weber Keljo

Head – Asset Management Group (AMG)
SIFMA

Kevin McPartland, Head of Market Structure Research at Coalition Greenwich

Kevin McPartland

Head of Market Structure Research
Coalition Greenwich

Alanna McCargo, President at Ginnie Mae

Alanna McCargo

President
Ginnie Mae

Audrey Blater, Head of Risk and Financial Markets Regulation at Coalition Greenwich

Audrey Blater

Head of Risk and Financial Markets Regulation
Coalition Greenwich

William J. Kelly, Chief Executive Officer at CAIA Association

William J. Kelly

Chief Executive Officer
CAIA Association

Dan Barnes, Editor at The Desk

Dan Barnes

Editor
The Desk

Myles McGuinness, Chief Executive Officer at Financial Markets Standards Board

Myles McGuinness

Chief Executive Officer
Financial Markets Standards Board

Terry Flanagan, Managing Editor at Markets Media Group

Terry Flanagan

Managing Editor
Markets Media Group

Kevin Ehrlich, Managing Director at SIFMA AMG

Kevin Ehrlich

Managing Director
SIFMA AMG

Andy Hill, Senior Director & Deputy Head of Market Practice & Regulatory Policy at ICMA

Andy Hill

Senior Director & Deputy Head of Market Practice & Regulatory Policy
ICMA

Sanaa Clausse - BenAbdelhadi, Senior Director, Head of Business Development at ICMA

Sanaa Clausse - BenAbdelhadi

Senior Director, Head of Business Development
ICMA

Laurie McAughtry, Managing Editor at Best Execution

Laurie McAughtry

Managing Editor
Best Execution

Gavin Little-Gill, Independent Consultant at Independent

Gavin Little-Gill

Independent Consultant
Independent

John Getchis, Senior Vice President for Capital Market at Ginnie Mae

John Getchis

Senior Vice President for Capital Market
Ginnie Mae

Sam Valverde, Principal Executive Vice President at Ginnie Mae

Sam Valverde

Principal Executive Vice President
Ginnie Mae

Harry Melandri, Advisor at Macro Intelligence 2 Partners

Harry Melandri

Advisor
Macro Intelligence 2 Partners


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