Fixed Income Leaders USA Summit 2019

June 18 - 20, 2019

Philadelphia 201, Philadelphia

44 (0)207 368 9576



Dan Veiner
Global Head of Fixed Income Trading

Mr. Veiner's service with the firm dates back to 2003, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to his current role, he was Head of EMEA Fixed Income Trading based in London. Prior to entering fixed income trading, he was a senior derivatives trader and managed the Americas team responsible for executing trades for the Multi-Asset Strategies and Scientific Active Equity groups. Before joining BGI, he was an options market maker trading on the Pacific Stock Exchange floor backed by Group One Trading L.P.

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

Dwayne is head of Global Fixed Income Trading on the Global Fixed Income team. He joined Morgan Stanley in 2009 and has 25 years of investment management experience. Prior to joining the firm, Dwayne spent nine years with JPMorgan Asset Management in various roles, most notably as head of U.S. Investment Grade Credit leading portfolio construction, strategy implementation, sector allocation, and trading across investment strategies. He was also a senior member of the Fixed Income Macro team which set asset allocation for all fixed income portfolios. Dwayne began his career at Criterion Investment Management in Houston, Texas. He last served as a portfolio manager specializing in the corporate bond sector. Dwayne received a B.A. in economics from the University of Maryland, College Park and an M.B.A from Northeastern University. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Securities Analysts.

Sam Priyadarshi
Head of Portfolio Risk and Derivatives
Samis a senior investment professional with in-depth experience in derivatives,risk management, structured transactions and alternative investments. Deepknowledge of fixed income and derivatives markets and several years ofexperience leading teams responsible for trading, researching strategies, andgenerating alpha. Highly proficient in hedging with rates, credit, equity andFX derivatives. Skilled in developing derivatives strategies and quantitativeanalysis involving futures, swaps, swaptions, CDS, equity options, andstructured notes. Extensive technical skills and experience in creating tradingand risk management platforms. Expertise in fixed income portfolio analytics,CDO and structured credit analytics, asset-liability management, portfoliooptimization, and alternative investments research. Strong knowledge ofinsurance GAAP, SAP, RBC and RSAT. Deep relationships with investment banks,insurance companies, asset managers, law firms, hedge funds, and accountingfirms.
James Switzer
Global Head of Credit Trading
Alliance Bernstein
James Switzer joined AB in 2011 as Global Head of Credit Trading, overseeing both investment-grade and high-yield credit trading. Previously, he was a managing director at Société Générale, where he managed the Financial Institutions Credit Trading Desk, and at BNP Paribas, where he managed the Investment Grade Trading Desk from 2000 to 2002. Switzer also formerly served as a sector portfolio manager/trader at UBS Principal Finance (from 2002 to 2005) and at Sigma Capital (from 2005 to 2008). Earlier in his career, he worked at Paine Webber and Co.; Kidder, Peabody & Co.; and Alex. Brown & Sons. Switzer holds a BA in biology from Colgate University. Location: New York
Mike Nappi
Vice President, Investment Grade Corporate Bond Trading
Eaton Vance
Michael is responsible for all investment grade corporate bonds, preferred stock, and hybrid securities trading across all sectors, with a focus on maturities three years and beyond. He has experience in electronic trading, operations, pricing, and order management systems. Michael is involved in the corporate bond strategy for managed accounts, playing a role in planning and execution, while also providing market information to the portfolio management teams. He also trades for a variety of closed-end and other mutual funds. Michael has spoken at numerous events pertaining to market structure and trading protocols, and has been with the Eaton Vance since 2000.
Neal Rayner
Head of US Fixed Income Trading
Janus Henderson Investors
Neal Rayner is Head of U.S. Fixed Income Trading at Janus Henderson Investors, a position he has held since 2017 when he joined Janus. Mr. Rayner joined Janus from Aberdeen Asset Management where he was Head of Fixed Income Trading – U.S. since 2009 and also served concurrently as a high yield investment manager and trader from 2005. Prior to Aberdeen, Neal was an investment grade trader and portfolio manager at Deutsche Asset Management from 2000 to 2005 and a portfolio analyst from 1998 to 2000
Alexander Bouzalis
Executive Director
Morgan Stanley Investment Management
Alexander is a trader on the Global Fixed Income team. He joined Morgan Stanley in 2007 and has 22 years of investment experience. Prior to joining the firm , Alexander worked as an FX trader at Bankers Trust and NatWest Bank. Previously, Alexander was the head of Equity and Listed Derivative Trading for Emporiki Invesment Bank. He received a B.S. in finance from Northeastern University and M.B.A. from Duke University.
Russell Budnick
Head of Taxable Fixed Income
JP Morgan WM
Russ Budnick serves as the US & EMEA Head of Credit Trading for Global Wealth Management at J.P. Morgan. In this role, he oversees a twenty-five person team responsible for fixed income strategy, trading and investment solutions within taxable fixed income products including Corporate Bonds, Emerging Markets and Securitized Products for high net-worth individuals. In addition to trading, strategy and single name idea generation, the team advises private clients on the implementation of fixed income investing strategies within the context of their overall investment portfolios. Mr. Budnick is a member of the Capital Markets Investment Group which formulates investment views and identifies tactical brokerage opportunities. Prior to joining Global Wealth Management in 2009, Russ worked at JPM Investment Bank on the Investment Grade Syndicate Desk focusing on structuring and distribution of new issue investment grade debt transactions. Russ began his career in 2005 within the fixed income department of Bear, Stearns & Co Inc on the corporate syndicate desk. Mr. Budnick received a bachelors degree from Middlebury College with a double major in Economics and Political Science. He currently lives in Connecticut with his wife and two children.
Alex Sedgwick
Industry Expert
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.

Alvin Burgos
Independent Expert
Head of US Fixed Income Sector Management Trading: New York Joined the Company in 2005 with 7 years of industry experience. Prior to his current role, Alvin was a Credit Portfolio Manager. Before joining, he served as a Corporate Bond Sector Manager at Brown Brothers Harriman. Previously, Alvin worked as a Fixed Income Research Associate at JPMorgan Chase, where he covered Financial Institutions and Industrials in Investment Grade and High Yield for short and long-term investment strategies BS in Business and MBA in Finance from Fordham University; CFA Charterholder
Gregory Garofolo
Head of Electronic Rates Product Strategy and Distribution
Credit Suisse
Robin Dreeke
Former FBI Special Agent, & Chief of the Counterintelligence Behavioural Analysis Program

Robin is a retired FBI Special Agent and Chief of the Counterintelligence Behavioral Analysis Program and has taken his life's work of recruiting spies and broken the art of leadership and relationship building into Five Steps to TRUST. In this dynamic session learn from Robin’s 20 years experience in the FBI and find out everything you need to know to gain peoples trust. 

Joe Lieber
Director of Research and Political Analys
Washington Analysis
Apurv Jain
Visiting Researcher
Harvard Business School
Ingrid Jacobs
Chief Diversity Officer
Eaton Vance Management

 Ingrid Jacobs is a vice president of Eaton Vance Management and chief diversity officer. She is responsible for leading efforts to attract, develop and retain a diverse workforce and to foster more inclusive work environments across the firm’s subsidiaries and affiliates. She joined Eaton Vance in 2018. Ingrid has a wealth of experience designing and implementing diversity and inclusion strategies at global corporations. Before joining Eaton Vance, she was head of corporate diversity and inclusion at Raytheon Corporation. Previously, she was global head of diversity and inclusion at Whirlpool Corporation and was associated with Fifth Third Bank, General Electric and Bank of America. Ingrid earned a B.S. in agricultural business from The Ohio State University and a master's degree in human resources development from Xavier University.

Rick McVey
Chairman and CEO
Richard M. McVey has been Chief Executive Officer and Chairman of our Board of Directors since our inception. As an employee of J.P. Morgan & Co., one of our founding broker-dealers, Mr. McVey was instrumental in the founding of MarketAxess in April 2000. Prior to founding MarketAxess, Mr. McVey was Managing Director and Head of North America Fixed-Income Sales at J.P. Morgan, where he managed the institutional distribution of fixed-income securities to investors. Mr. McVey led MarketAxess through the Company’s IPO in 2004, and since that time, MarketAxess has been one of the fastest growing financial technology companies in the U.S. public markets, with industry leading total shareholder returns. Mr. McVey was named the Ernst & Young National Entrepreneur of the Year for financial services in 2012, and he has been named to the Institutional Investor Tech 40 list 15 times. Mr. McVey is a member of the SEC’s Fixed Income Market Structure Advisory Committee, for which he chairs the Technology and Electronic Trading Sub-Committee. Mr. McVey serves on the Board of Directors of Miami (Ohio) University Foundation, as well as the Board of Trustees of Colby College. He previously served on the board of directors of Blue Mountain Credit Alternatives L.P., an asset management fund focused on the credit markets and equity derivatives markets. Mr. McVey received a B.A. in Finance from Miami (Ohio) University and an M.B.A. from Indiana University.
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.
Alex Budny
Global Head of Trade Analytics
Glenn Taitz
Head of Fixed Income Trading
Glenn Taitz is the Global Head of Fixed Income Trading and is responsible for Invesco’s fixed income trading desks in the U.S., U.K. and Hong Kong. Mr. Taitz has over 30 years of experience in trading, structuring and sales of global fixed income products. Mr. Taitz recently joined Invesco from RBC Capital Markets after working 10 years at UBS and 8 years at Merrill Lynch. Mr. Taitz has extensive experience in trading and structuring fixed income derivative products. Mr. Taitz received a Bachelor of Arts in Economics from Colgate University and holds Series 3, 7 and 63 licenses.
Vik Rao
Global Head of Trading
Capital Group
Scott M. Lopez CFA
Senior Managing Director, Partner, and Director of Global Trading
Wellington Management

As director of Global Trading, Scott oversees Wellington Management’s Global Trading effort from execution through settlement. He and his team of more than 135 investment professionals focus on enhancing the investment process globally across all asset classes and investment styles. Additionally, Scott co-chairs the Error Resolution Council and is a member of the Counterparty Review Group, Trading Policy Review Group, and Compensation Committee II. He is also a member of the Wellington Management Hong Kong and Singapore boards of directors.

Prior to joining the firm in 1997, Scott worked at Fidelity Investments (1996), Investors Bank & Trust Company (1993 – 1996), and The Boston Company (1992).

Scott received his BS in business administration, cum laude, from North Adams State College (1992) and holds the Chartered Financial Analyst (CFA) designation.

Carl James
Global Head of Fixed Income Trading
Pictet Asset Management

Carl James is an influential buy-side dealer with 30 years’ experience in global multi-asset execution. He has operated successfully at various Global Asset management companies, including in Global Head of Dealing roles. He has overseen the management of more than £1 trillion of assets. Most recently, Carl has taken over as the Head of Fixed Income Trading at Pictet Asset Management. Carl’s experience stands out for its breadth – embracing every aspect of execution, and for its depth – including advising on regulation, risk, process and developing and implementing groundbreaking technology. Highly respected by both buy and sell-side, his opinions are sought by people at the highest level. He demonstrates the kind of vision and incisive, strategic thinking that have seen him inform change and progression for organisations and for the industry as a whole.

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.

Lee Sanders
Head of Execution FX and UK & Asia Fixed Income Trading
AXA Investment Management
Lee is responsible for foreign exchange execution globally and also oversees fixed income trading in the UK and Asia. In 1991 Lee joined Sun Life Investment Management (which became part of AXA IM) as a member of the US equities team, moving into the fixed income team in 1994 as an analyst and from 1996 as an investment manager. In 2002, he moved to Trading & Securities Financing (TSF) to help establish fixed income, foreign exchange and money market dealing. In 2006, all pan-European FX trading was incorporated into TSF. Lee also worked with the business to develop electronic systems and oversee transaction cost analysis activities. In 2010, TSF created a desk to handle our global MM business and in 2012 Lee was given responsibility for fixed income execution in the UK and Asia. Lee is Chair of the Investment Association’s FX Working Group and a member of their Fixed Income Trading Stream. He is also a member of the Bank of England’s FX Joint Standing Committee on FX and a member of the Quorum15 Board. Lee left school after A-levels and worked in the equities markets for a number of years before joining Sun Life Investment Management in 1991.
Meredith Shifman
Head of Trading Governance
Morgan Stanley Investment Management

Ms. Shifman heads Trading Governance for Morgan Stanley Investment Management, responsible for best execution across all asset classes, transaction cost analysis, and counterparty oversight.  She joined Morgan Stanley as a Risk Officer in 2015 focused on counterparty and cross-asset investment risk.  Previously she worked at JPMorgan Asset Management and prior to that she spent six and a half years at Third Avenue Management where she was responsible for performance attribution and risk analytics.  She began her career as a Venture Capital analyst at a Baltimore-based healthcare and technology fund.  Ms. Shifman received a B.A. in Mathematics from Johns Hopkins University.

Anne P Colucci
Managing Director and Business Manager, Global Fixed Income Trading
Wellington Management

As an associate director for Global Trading, Anne focuses on talent and development for the department. She defines and coordinates the performance measurement process, sets strategy for hiring, development, and

retention planning, and oversees the rotational talent program.

Anne joined Wellington Management in August 1998 as a client administrator and transferred to the Fixed Income Trade Coordination Group in 2003. She worked as a senior trade coordinator and assistant manager in Trade Coordination before being promoted to the role of manager in May 2007. She held the role of senior manager until March 2016, then worked as the business manager for Global Fixed Income Trading until December 2018. Prior to joining Wellington Management, Anne worked at Investors Bank & Trust in their fund accounting department (1996 – 1998).

Anne received her MSF from Bentley College (1996) and her BA in economics and psychology from Tufts University (1994). She also holds the Chartered Financial Analyst designation.

Marc Wyatt
Global Head of Trading
T. Rowe Price
Marc Wyatt is a vice president of T. Rowe Price Group, Inc., and is head of Global Trading. He has responsibility for trading desks in the U.S., Europe, and Asia. These teams execute transactions across multiple asset classes, including equity, fixed income, foreign exchange, and derivatives. In addition, Marc oversees the Investment Operations, Portfolio Modeling, Market Structure, and Electronic Trading Groups, as well as Brokerage and Trading Services. Prior to joining the firm in 2017, Marc was the director of the SEC's Office of Compliance Inspections and Examinations, where he oversaw examinations of investment advisors, investment companies, broker-dealers, and other financial companies. Prior to his tenure at the SEC, he was a principal and senior portfolio manager in the London office of Stark Investments, a multi-strategy hedge fund where his responsibilities included oversight of trading and risk management. Marc earned a bachelor's degree in economics from the University of Delaware and an M.B.A. from Duke University, The Fuqua School of Business. He also has earned the Chartered Financial Analyst designation.
Michael O'Brien
Head of Global Trading
Eaton Vance
Greg Heller
Director of Global Fixed Income Trading

Gregory C. Heller, CFA, is an investment officer and director of Global Fixed Income Trading at MFS Investment Management® (MFS®). He is based in Boston. He is a member of the MFS Global Fixed Income Management Team and serves on the firm's Investment Management Committee.
Greg joined MFS in 2002 as a municipal fixed income trader. He was named an associate director of fixed income trading in 2006 and assumed his current responsibilities in 2007. He began his career in the financial services industry in 1991 at Eaton Vance, where he held several investment and trading positions over an 11 year period. Greg earned a bachelor's degree from George Washington University and holds the Chartered Financial Analyst (CFA) designation.

Michel Dimitri
Global Head of Leverage Credit Trading
Goldman Sachs Asset Management

Michel joined Goldman Sachs Asset Management (“GSAM”) in January 2015 as a member of the high yield corporate credit team and became the director of leverage credit trading in 2016. Prior to joining, Michel was a Director at BNP Paribas where he focused on trading E&P, Oilfield Services, Pipelines and Mining.  Michel began his career at Bank of America working in debt capital markets.  He received a BA in Economics from Vanderbilt University and received his MBA from Columbia Business School.

Jean-Dominique Bütikofer
Head Emerging Markets Fixed Income
Voya Investment Management

Jean-Dominique (JD) Bütikofer, CFA is the Head of emerging markets (EM) for the fixed income team at Voya Investment Management; he is responsible for directing the investment strategy for the emerging market group as well as the asset allocation across EM sub-asset classes. He also oversees EM sovereign and corporate debt and co-runs EM currencies and rates. Prior to joining the firm, JD was head of Emerging Markets Debt and lead portfolio Manager at Union Bancaire Privée in Zürich, responsible for the EM macro, sovereign risks and local fixed income markets. Previously, he served as a senior EM fund manager and head of EM for Julius Baer Asset Management after beginning his investment career with Union Bank of Switzerland (UBS). JD received a BA in economic sciences with a specialization in finance and an MSc in political economy from the University of Neuchâtel, Faculty of Economics, Politics and Social Sciences in Switzerland. He holds the Chartered Financial Analyst® designation and is proficient in German, French and Spanish.

Andrew Parra
Head of Investment Grade Corporate Trading
Goldman Sachs Asset Management
Mustafa Chowdhury
MD, Head of Rates
Voya Investment Management
George Runsak
Head of Global Fixed Income
Wells Fargo Wealth Management
Christopher A. Coccoluto
Head of Investment Grade Bond Trading
Manulife Asset Management

Christopher A. Coccoluto is Director, Head of Investment Grade Bond Trading at Manulife Asset Management. Previously, Chris was responsible for the trading of emerging market debt, while providing coverage for trading convertible and preferred debt. Prior to that, he was responsible for managing and trading the company's money market portfolios. Chris joined the company upon completion of an internal two-year development program, where he worked alongside the High Yield and Strategic Income Teams.

Nick Steinbach
Co-Head of Fixed Income Trading
Kevin Rauseo
Head of Credit Trading
AQR Capital Management

Kevin Rauseo is a vice president and Credit Trading team lead within AQR’s Global Trading group. In this role, he is responsible for trading, trade strategy implementation, and execution optimization focused on Credit trading globally. He is a member of the International Swaps and Derivatives Association’s Credit Steering Committee. He was a speaker at ISDA’s 2016 Fundamentals of Derivatives Conference, a panelist at Bloomberg’s 2015 Fixed Income Forum and the 2016 FIA/SIFMA Asset Management Derivatives Forum. Prior to AQR, he was a G-10 FX options and ETF trader for Citigroup. Rauseo earned a B.B.A. in finance from the University of Notre Dame.

Steven Divittorio
Head of Public Fixed Income Trading
David Saab
Managing Director
Aperture Investors

David Saab is the head of Aperture’s international business. Prior to joining Aperture, David was the Global Head of Fixed Income and Absolute Return Funds at J.P. Morgan. Before that he was a Portfolio Manager at Banque Privee Edmond de Rothschild, where he led fixed income and absolute return fund research as well as the broader multi-manager team. He was a member of the investment committee at BPERE, where he built tailored asset allocation solutions for high net worth clients and was named Investment Europe’s UK Personality of the Year for 2017-2018. Over his career, David has met countless asset managers to understand the unique processes they use to generate alpha, but was drawn to Aperture for its singular focus on client outcomes.

Brian Mandirola
Executive Vice President, Head of Trading
Hartford Investment
Rick Harper
Head of Fixed Income and Currency
Wisdomtree Asset Management
Charles Curry
Head of Fixed Income and Co-CIO
FIS Group

As Co-CIO of Fixed Income, Charles leads all aspects of Piedmont’s fixed income research activities and serves as Co-Portfolio Manager for Piedmont’s Yield Advantage products. He also oversaw the Bank Advisory Services team which performed preferred stock and warrant valuation services for the U.S. Department of the Treasury’s Troubled Asset Relief Program (TARP).  Charles is an equity partner of the firm and a member of the Executive Committee. Having joined Piedmont in 2001, Charles is considered an honorary founder of Piedmont. He previously served as lead portfolio manager at Hughes Capital Management with responsibility for over ~$800 million in fixed income assets (as of 12/31/00).

Charles received his AB in Political Science from Duke University and his MBA in Finance from Clark-Atlanta University. Charles serves as President of the North Carolina Chapter of the National Association of Securities Professionals (NASP).  He also serves on the North Carolina Central University School of Business Board of Visitors.

Anthony Cucinotta
Head of Trading
Capital Advisors Group
Anthony Cucinotta is responsible for trade execution and strategy implementation at Capital Advisors Group, while also providing market information and investment strategy ideas to the Portfolio Management and Research departments. Anthony joined Capital Advisors Group in 2000 and serves on the Company’s Credit and Investment Committees. Anthony holds a B.A. degree in marketing with a minor in economics from Syracuse University and is a member of the Boston Securities Traders Association.
Chris Ferreri
Chief Operating Officer
Hartfield, Titus and Donnelly
Chris joined Hartfield, Titus and Donnelly following a three-decade career with ICAP, plc. He brings HTD a unique combination of a deep understanding of the Interdealer Broker space and the technological nuances of electronic trading. He has been a pioneer in electronic brokerage with experience in business development, product positioning, systems design, development and deployment. The trading model that he helped to design remains the predominant trading platform for the interdealer fixed income market across the globe. In addition to the senior executive positions at ICAP, he serves on Advisory Boards for the Stevens Institute of Technology School of Systems and Enterprises and their Financial Systems Center. He was a founding member and three-term Chairman of the Wholesale Markets Brokers Association, Americas, as well as a long-time mentor with the Columbia University Executive Masters in Information Technology program.
Ugo Egbunike
Sr. Vice President, Credit Trading
Millennium Advisors

Ugo is a investment-grade credit trader with extensive experience in ETF research, capital markets, and electronic trading. Prior to Millennium, he worked at in a variety of roles spanning  analytics, product development, and business strategy. Ugo started his career at Kellogg Capital Group as an ETF market maker on the NYSE Arca platform. 

Lee Ferridge
Senior Managing Director, Head of Multi-Asset Strategy, The Americas
State Street Global Markets
Lee Ferridge is a senior managing director and the North American head of Multi-Asset Strategy for State Street Global Markets. Mr. Ferridge and his team formulate foreign exchange, fixed income and equity market views for State Street’s range of clients using unique proprietary flow indicators. Originally from the UK, he is now based permanently in Boston. Lee joined State Street in February 2008 and in addition to more than 15 years of experience as a macro strategist, he has also worked as a proprietary trader. Lee has a Bachelor of Science degree in economics and business economics and in 2008 completed a master’s degree in quantitative finance. He is a frequent commentator in the financial press — both written and TV — and has written articles for numerous industry publications. State Street has been ranked first for Flow research for nine consecutive years by Euromoney magazine and in 2017 Lee and his team were voted first for macro strategy in North America.
Anne Mathias
Head of Global Macro, Interest Rates, and Foreign Currency

Anne N. Mathias is a senior strategist in the Vanguard Fixed Income Group, with a focus on global macro, interest rates, and foreign currency.  She is responsible for analyzing interest rates, currency valuations, economic developments, and political risks and making longer-term strategic investments in sovereign bonds and related securities across Vanguard’s active fixed income funds. Before joining Vanguard in 2017, Ms. Mathias was the senior macro strategist for Guggenheim Partners Investment Management in Los Angeles, working alongside the firm’s Chief Investment Officer. She also spent an earlier part of her career on the sell side as a corporate tax policy analyst and leader of U.S.-based research teams for MF Global, Charles Schwab, and others. In these roles, she led the Washington Research Group team which provided political, economic, and industry research for investors and was consistently ranked among the top three in the Institutional Investor "All-America Research Team" poll. Ms. Mathias was a private equity investor with the Global Environment Fund and spent five years with Deloitte & Touche as a senior consultant specializing in emerging market privatization and enterprise restructuring. Ms. Mathias earned a B.A. from the University of Maryland and an M.S. in international affairs from Georgetown University's School of Foreign Service. She is a CFA® charterholder and a member of the CFA Society of Los Angeles and the CFA Institute.

Sonali Pier
Executive Vide President

Ms. Pier is an executive vice president and portfolio manager in the Newport Beach office, focusing on high yield and multi-sector credit opportunities. She contributes to the Diversified Income, Global Credit Opportunities and High Yield Funds, and she has served as a rotating member on the firm's Investment Committee and Americas Portfolio Committee. Prior to joining PIMCO in 2013, she was a senior credit trader at J.P. Morgan, trading cash, recovery and credit default swaps across various sectors. She has 16 years of investment experience and holds an undergraduate degree in economics from Princeton University.

Christopher Gunster
Head of Fixed Income Portfolio Management
U.S. Trust

Chris is Head of CIO Fixed Income Portfolio Management for Bank of America Global Wealth & Investment Management and has been with the team since its inception. He has over 30 years of investment experience with a majority of his experience in fixed income asset management. His background includes experiences as a director of a fixed income for a hedge fund, partner and founder of a boutique asset management firm, fixed income director for a large institutional bank owned asset management firm, analyst for online bank, and other senior management and research roles. 

As Head of Fixed Income Portfolio Management, Chris’s team is responsible for portfolio strategy and implementation across the all bond strategies, which includes duration and curve strategy, sector allocation, and security selection. The team works closely with traders, credit analysts and others 

members of the CIO Fixed Income Team to construct portfolios and to communicate to the firm’s overall fixed income strategy both internally and externally. He is a member of the CIO Investment Strategy Committee as well as other responsibilities with in the firm. He has been frequently quoted in Barron’s, The Wall Street Journal, Bloomberg and other media outlets. Additionally he has been a speaker at numerous forums and conferences on fixed income strategy, portfolio construction and fixed income markets. 

Chris has a Bachelor of Arts in Chemistry from Kenyon College and a Master of Business Administration from Babson College Graduate School of Business. 

Robert Tipp
Managing Director, Chief Investment Strategist

Robert Tipp, CFA, is a Managing Director, Chief Investment Strategist, and Head of Global Bonds for PGIM Fixed Income. In addition to co-managing the Global Aggregate Plus strategy, Mr. Tipp is responsible for global rates positioning for Core Plus, Absolute Return, and other portfolios. Mr. Tipp has worked at the Firm since 1991, where he has held a variety of senior investment manager and strategist roles. Prior to joining the Firm, he was a Director in the Portfolio Strategies Group at the First Boston Corporation, where he developed, marketed, and implemented strategic portfolio products for money managers. Before that, Mr. Tipp was a Senior Staff Analyst at the Allstate Research & Planning Center, and managed fixed income and equity derivative strategies at Wells Fargo Investment Advisors. He received a BS in Business Administration and an MBA from the University of California, Berkeley. Mr. Tipp holds the Chartered Financial Analyst (CFA) designation. Named Morningstar’s 2017 Fixed Income Manager of The Year for Prudential Total Return Bond Fund. 

Anne Walsh
CIO, Fixed Income
Guggenheim Partners

Ms. Walsh joined Guggenheim in 2007, and in her role as Chief Investment Officer -Fixed Income is head of the Portfolio Construction Group and Portfolio Management. She oversees more than $185 billion in fixed income investments including Agencies, Credit, Municipals, and Structured Securities. She is responsible for portfolio design, strategy, sector allocation and risk management, as well as conveying Guggenheim’s macroeconomic outlook to Portfolio Managers and fixed income Sector Specialists. Ms. Walsh specializes in liability-driven portfolio management. With more than 30 years in the investment management industry, Ms. Walsh is well suited to understanding and addressing the needs of clients. Prior to joining Guggenheim, Ms. Walsh served as Chief Investment Officer at Reinsurance Group of America, Incorporated, a recognized leader in the global life reinsurance industry. Prior to joining RGA in 2000, Ms. Walsh served as Vice President and Senior Investment Consultant for Zurich Scudder Investments. Earlier, she held roles at Lincoln Investment Management and American Bankers Insurance Group. Ms. Walsh holds a B.S.B.A. and M.B.A. from Auburn University and a J.D. from the University of Miami School of Law. She has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute.

Ryan Chin
Portfolio Manager, Multi Asset US
Allianz Global Investors

Ryan Chin, CFA is a Portfolio Manager and a Vice President with Allianz Global Investors, which he joined in 2015. As a member of the Multi Asset US team, he focusses on the firm’s dynamic target date funds and multi-asset income products. He was previously the head fixed income derivatives trader in charge of US interest rate swaps at Scotia Capital (now Scotiabank) in New York. Mr. Chin has a B.B.A. in finance and accounting, first class honors from Simon Fraser University, British Columbia, Canada and a diploma in piano performance from the Royal Conservatory of Music Toronto.

Christina Ronac
Head, Emerging Markets Credit Research
HSBC Asset Management
Thomas V. Kennedy
Executive Director, Global Head of Fixed Income Strategy
J.P Morgan Private Bank
Leslie Falconio
Senior Fixed Income Strategist, Head of Tactical Fixed Income Allocation
UBS Wealth Management
Leslie Falconio is a senior investment professional within the Chief Investment Office of UBS Wealth Management and runs the tactical asset allocation within US fixed income. Ms. Falconio has more than 20-years in the industry, as a lead portfolio manager on the institutional and hedge fund side of the business including MetLife, Oppenheimerfunds, Soros, Graham Capital and Mizuho. Leslie has lead several successful management teams within rates, derivatives and credit, and was the lead portfolio manager on an Intermediate US fund specializing in rates, derivatives and credit which was recognized in the Wall Street Journal as a top performing fund. Leslie has been quoted in multiple media networks including the WSJ, Bloomberg, and Reuters. She has spent time on several non-for profit boards and is involved with various philanthropic organizations. Leslie holds an undergraduate degree in Finance and Computer Science from the State University of New York at Buffalo. Leslie earned her Master of Business degree in Finance and Corporate Accounting from the University of Rochester, William E. Simon Graduate School of Business.
Robert Daly
Global Head of Fixed Income
Glenmede Investment Management
Phillip Torres
Co-Head of Emerging Markets

Phil Torres is global co-head of emerging markets and director of emerging markets research. As co-head of emerging markets, Phil is a portfolio manager for the firm’s international fixed income portfolios investing primarily in emerging market debt and local markets. He is also responsible for overseeing the Emerging Markets Research team. Prior to his current role, Phil was the founding partner and co-portfolio manager of the Harbert Macro Fund, an emerging markets global macro hedge fund. Prior to that, Phil worked as a portfolio manager at UBS Asset Management, JBS USA, Vara Capital Management, and Ritchie Capital Management. He has 23 years of industry experience and has been with the firm since 2016. Phil received his BA from Tufts University and his MBA from the University of Chicago.

Ben Emons
Head of Portfolio Management
Intellectus Partners
Ben Emons is a Managing Director of Macro Strategy. Prior to joining Medley, was the Chief Economist at Intellectus Capital Partners and a Senior Vice President and Portfolio Manager in the global portfolio management group at Pacific Investment Management Company (PIMCO), Newport Beach, California. Previously to PIMCO, he was a portfolio manager at Nuveen Investments in Los Angeles, focusing on government bonds and derivatives. He has also served in the role of Senior Derivatives Trading at ABN AMRO Bank N.V. in London and Amsterdam. He has 22 years of investment experience and holds an MBA from the University of Southern California Marshall School of Business and a master's degree in international finance from the University of Amsterdam.
Mila Skulkina
Associate Portfolio Manager
Lord Abbett

Mila Skulkina is an Associate Portfolio Manager at Lord Abbett, focusing on Emerging Market strategies. She serves on the firm’s ESG (environmental, social and governance) portfolio management integration team. Prior to joining Lord Abbett in 2013, Ms. Skulkina was a Research Analyst at Sanders Capital working across long-only, long/short, and multi-asset portfolios. Previously, she was a Strategy Consultant at Bain & Company and an Investment Banking Analyst at Merrill Lynch. She has 16 years of investment experience and holds an MBA from the UCLA Anderson School of Management. She received her undergraduate degree in business economics from UCLA, graduating summa cum laude. 

Jennifer Hartviksen
CFA, Senior Portfolio Manager, Global High Yield Head of Canada Fixed Income

Jennifer Hartviksen is a senior portfolio manager for Global High Yield and the Head of Invesco Fixed Income in Canada. She was appointed to her global role in 2016, building on her experience leading the fixed-income efforts for the Canada-based investments team. Ms. Hartviksen began her investment career in 1992 at Cassels Blaikie Investment Management Ltd., where she worked as a portfolio manager assistant. Following that, she was a research assistant at Research Capital Corp. and an analyst, corporate finance, at Midland Walwyn Inc. In 1996, she relocated to Brazil, where she worked at JP Morgan Chase & Co. as senior analyst, investment banking, and at ING Barings LLC as a vice president, corporate debt research. In 2000, Ms. Hartviksen moved to the U.S., joining Los Angeles-based SunAmerica Investments, Inc. as a vice president, high-yield investments. She then spent eight years working at Pasadena-based Western Asset Management Co. as a senior high-yield analyst. In 2009, she returned to Toronto, joining the Canada Pension Plan Investment Board as a senior portfolio manager specializing in corporate debt on a market-neutral strategy. Most recently,Ms. Hartviksen worked at Fiera Quantum L.P. as a senior portfolio manager, managing along short credit strategy. She joined Invesco in 2013. Ms. Hartviksen earned a BA in Economics from the University of Toronto, and she is a CFA charterholder.

Elaine Stokes
Portfolio Manager
Loomis, Sayles & Company

Elaine has has 31 years of investment industry experience and has a co-portfolio manager for the firm’s flagship Loomis Sayles Bond Fund, which won the 2009 Morningstar Fund Manager of the Year award in the fixed income category. She is also a member of the firm’s Board of Directors. Prior to becoming a portfolio manager in 2000, she had experience working in high yield, global and emerging markets. Elaine has served as a senior fixed income trader and portfolio specialist. Elaine is co-head and founder of the Loomis Sayles Women at Work Network and is on the executive board for the Strong Women, Strong Girls nonprofit organization.

Mike Huff
Senior Director, Portfolio Management & Assets Allocation
Paul Kim
Managing Director and Portfolio Manager
Principal Global Investors
Amit Deshpande
Head of Fixed Income Quantitative Investments & Research
T.Rowe Price
Brandon Matsui
Portfolio Manager
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.

Marcel Borelli
International Director of Fixed Income Manager
J.P. Morgan Private Bank

MARCEL BORELLI is International Director of Fixed Income Manager and Solutions Research for J.P. Morgan Private Bank, based in London. He is responsible for the manager selection and ongoing due diligence of fixed income managers for the firm’s international private banking client base. He joined J.P. Morgan in 2009 as head of the Brazil Product Solutions Team, responsible for the coverage of Brazilian local fund managers and identification of investment opportunities in fixed income, equities, alternative strategies and structured investments.Prior to joining J.P. Morgan, Mr. Borelli worked eight years at Citibank, three of which were within the Sales and Trading Group reviewing Latin American, global commodities and foreign exchange business risk in New York and Miami, and five years as a Quantitative Analyst within Citibank Asset Management. Mr. Borelli holds a B.Sc. in Engineering and a dual master’s degree in Mathematics and Finance from the University of São Paulo. He also graduated from Columbia University with an M.B.A.

Liakos Papapoulos
Senior Investment Manager Treasury
MN Asset Management
Henley Smith
Senior Vice President
Vanderbilt Asset Management

Henley serves as Vice President and Senior Relationship Manager, and is responsible for direct interface with the firm’s Institutional, Municipal and HNW clients who participate in StoneCastle’s (SCCM) liquid investment strategies.  Prior to joining StoneCastle, he spent the majority of his career as Chief Investment Officer for Gabelli Fixed Income LLC beginning at that firm’s inception in 1987.  He also served as CIO for Commonwealth Asset Management, which was established as a “next-gen” consortium of the Gabelli Family Office.

 A frequent contributor to Bloomberg TV, radio and print media and a speaker at various industry seminars, Henley leads the firm’s efforts to manage and communicate overall market and sector strategy directly with SCCM’s existing client base.  He has been an advocate for conservative investors and savers throughout his career.

He began his career with Bankers Trust Company, and also worked at Manufacturers Hanover Investment Corp., managing ERISA, Taft-Harley and various other taxable fixed income portfolios and short-duration strategies.

He was graduated from St. Lawrence University with a BS in Economics.  

Ritirupa Samanta
Head of Systematic Fixed Income and Currency Strategy
Grantham, Mayo, Van Otterloo & Co. LLC

Dr. Samanta is the head of systematic fixed income strategy at GMO. Her role is to enhance and broaden GMO’s fixed income capabilities and range of solutions particularly in the area of systematic credit and multi sector fixed income. Prior to joining GMO in 2018, she was Managing Director, global head of systematic fixed income and a senior portfolio manager at State Street Global Advisors. Previously at SSGA, she was the head of research in tactical asset allocation and currency. Dr. Samanta earned her B.A. in Economics and Mathematics from Reed University. She earned her M.S. in Finance and Ph.D. in International Economics from Brandeis University. Her research areas are in extreme value theory, factor investing in fixed income and currencies, and the integration of ESG considerations within active investing. She has published in the Journal of Performance Measurement, the Journal of Portfolio Management and speaks regularly in industry and academic conferences.

Art DeGaetano
Founder & Chief Investment Officer
Bramshill Investment

Mr. DeGaetano is the Chief Investment Officer and Founder of Bramshill Investments. Prior to founding Bramshill, in 2012, Mr. DeGaetano was a Senior Portfolio Manager at GLG Partners LP where he not only managed the predecessor to the Bramshill Income Performance Strategy, but also managed a levered US credit portfolio for the GLG Market Neutral Fund. Combined Mr. DeGaetano had approximately $375 million in assets under management for GLG Partners LP. Prior to joining GLG Partners in 2007, Mr. DeGaetano was a Managing Director and Head of US Credit Trading at RBS Greenwich Capital from 2005 through 2006. He traded and oversaw the credit trading desk, comprised of 14 traders across corporate bonds, credit default swaps and index products from investment grade to high yield averaging a $4 billion gross position. Prior to RBS Greenwich Capital, he traded credit for 12 years for Bear Stearns & Co. Inc. He was a Senior Managing Director and the Head Trader on the high yield trading desk from 2000 through 2004. He managed a group of 4 traders along with trading his own positions during this period overseeing a gross position of approximately $1billion. His expertise has been in high beta sectors such as telecom, financials, and special situations. Prior to trading high yield, he was a Managing Director on the investment grade trading desk at Bear Stearns from 1992 through 1999. Mr. DeGaetano has a B.A. from Colgate University.

Art is a member of the Columbus Citizens Foundation and actively supports student-athlete programs and scholarships through a family foundation

Marc Chandler
Market Strategist
Bannockburn Global Forex
Marc’s global team spans three locations, with people in US, London and Tokyo to provide real asset managers with commentary, analysis and trade ideas in fixed income, equities and FX. Marc actively advises clients on key challenges with in fixed income, including low negative interest rates, the latter of which is unprecedented, and more volatile exchange rates, which makes hedging more expensive.
Peruvemba Satish
Senior Vice President & Portfolio Manager, Global Analytics
American Century Investments
Amit Kaushik
Head of Quantitative Research and Portfolio Manager

Amit Kaushik is the Head of Quantitative Research and Portfolio Manager at Blockseed Investments, New York. His fund invests in digital assets and cryptocurrencies using quantitative and systematic strategies. 

Amit is an investment professional with over twelve years of Wall Street Sell Side and Buy Side experience. He is a successful quantitative researcher with extensive experience in modelling and development of Interest Rate Structured Products, Commodities Exotics, and Cross Currency Correlation Options. His experience includes quantitative strategist/researcher/analyst roles with the structured products trading desk at the Bank of America, commodities and rates exotics derivatives at the Barclays, and commodities and FX at the Millennium Management.

Amit received an MS focused on quantitative research in Business from the Penn State and an MS and BS in Engineering from IIT Bombay. He holds the Chartered Financial Analyst and the Certificate in Quantitative Finance designations.

Susan Estes
Founder, President & CEO
OpenDoor Securities

Ms. Susan Estes is a chief executive with exceptional depth and understanding of the fixed income markets. She has over 30 years of experience trading U.S. Treasuries and related fixed-income products; the majority spent on starting, developing and managing domestic and international high-quality rates operations and related businesses for large financial institutions including Morgan Stanley and Deutsche Bank, as well as start-ups.

Susan is a past member of the Treasury Borrowing Advisory Committee (TBAC), a Federal Advisory Committee. The TBAC meets quarterly with Treasury to provide advice on funding requirements and separately with the Federal Reserve Board of Governors to address topical market issues. Previously served as a Member of the Board of the Securities Industry and Financial Markets Association (SIFMA), a leading financial industry trade group whose mission is to promote effective and efficient regulation, facilitate more open, competitive, and efficient global capital markets. Formerly Chaired the Government and Agency Division of the Bond Market Association, now SIFMA.

Rich Winter
Senior Managing Director Global Head of Strategy & Sales
FENICS USTreasuries

Mr. Winter joined FENICS USTreasuries in 2015 to build and lead it's re-entry into the electronic US Treasury space. Prior to joining Fenics UST, Rich was most recently the Global Head of Hedge Fund Sales and Client Development at the CME Group where he oversaw significant Buyside growth in their use of futures and cleared swap services. He also spearheaded internationalization at the exchange, significantly growing their client-facing presence in London, Hong Kong and Singapore. During his tenure at the CME, the exchange significantly grew it's percentage of electronically executed contracts as he focused on technology and the evolving demand for robust connectivity across platforms and technologically savvy market participants. During his 28-year career in Finance, Rich has also held management and front office positions at Merrill Lynch, D. E. Shaw & Co., and KBC Financial Products. Mr. Winter is based in NY and received his degree from Dartmouth College.

Constantinos Antoniades
Global Head of Fixed Income
Constantinos is Head of Liquidnet Fixed Income and is responsible for the day-to-day operations and expansion of the fixed income business globally. He brings more than two decades of fixed income experience and joined the company following Liquidnet’s 2014 acquisition of Vega-Chi, a bond trading platform that he founded in 2008. As CEO of Vega-Chi, Constantinos led the launch of the first all-to-all electronic trading platform for the US corporate bond market as well as Europe's first multilateral trading facility dedicated to high yield and convertible bonds. Prior to Vega-Chi, Constantinos spent over a decade at Goldman Sachs where he held various roles as part of the Fixed Income business in New York and London, and also three years as a buy-side trader/portfolio manager. Antoniades is a Fulbright program scholarship recipient and holds a Bachelor’s in Business Administration from the University of Texas at Austin where he graduated with the highest honors with a degree in Management Information Systems.
Robert Almgren
Quantitative Brokers
Christian Dopp
Senior Vice President in Fixed Income Sales

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.

Ruben Costa-Santos
Head of FX and Fixed Income
Virtu Financial
Ruben Costa-Santos is the head of FX at ITG, a leading independent broker and financial technology provider, where he oversees foreign exchange activity across the Analytics, Execution, and Workflow Technology divisions. Previously Ruben worked at Deutsche Bank, where among other roles he served as head of FX Client Platforms for the Americas, responsible for technology enabled FX solutions for institutional clients and for the cross border payments’ platform. Ruben has a Ph.D. in Mathematical Physics. Prior to working in Finance, he conducted research in discrete quantum gravity and statistical mechanics and taught at Utrecht University and at Stony Brook University.
Lynn Martin
President and COO
ICE Data Services

Lynn Martin is President and COO of ICE Data Services, a leading provider of market data solutions which is part of Intercontinental Exchange, Inc. (NYSE: ICE). Martin is responsible for managing ICE’s global data businesses including exchange data, pricing and analytics, reference data, indices, desktop, feeds and connectivity services that cover all major asset classes. Martin began her career at IBM in their Global Services organization where she served a variety of functions, predominately as a project manager within the financial services practice. Martin joined NYSE Euronext in 2001 and has served in a number of leadership roles, including CEO of NYSE Liffe U.S. and CEO of New York Portfolio Clearing. She most recently served as COO of ICE Clear U.S. Martin holds a BS in Computer Science from Manhattan College and a MA in Statistics from Columbia University. She serves on the Manhattan College Board of Trustees as well as the Advisory Board of the School of Science and is a member of the Phi Beta Kappa National Honor Society.

Richard Schiffman
Head of Open Trading

Richard Schiffman is the Head of Open Trading. 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.

Steve Toland

Steve is Founder of TransFICC an eTrading technology company offering solutions to Banks and Asset Managers who trade in the Fixed Income and Derivatives Markets. TransFICC’s “One API for eTrading” addresses issues of market data throughput, fragmentation and proving best execution. Steve has over 25 years experience working in the global capital markets. In a previous role he was Head of LMAX Interbank, where he met his technology colleagues. He has also led global sales for MarketFactory, and held the positions of Head of FX Sales for EMEA and America at ICAP, and Head of Sales for Americas at Thomson Reuters.

Bryan Farrell
Head of Sales
Liquidity Edge

Bryan is Head of Sales for LiquidityEdge, a user defined U.S. Treasury trading platform and the first alternative model to break into the market in over a decade. He is responsible for managing the company’s sales strategy and implementation across all bond products. Bryan has been with LiquidityEdge since its inception in 2015 and through his leadership, the firm has grown from the ground up to become a market leader in directed streaming. He has spent his career working in the electronic exchange space, both in fixed Income and FX. Most recently he served as Vice President of E-Rates Sales for State Street. He graduated from Penn State University with a B.S. in finance.

Scott Eaton

Prior to joining Algomi, Scott was the COO of MarketAxess Europe and Trax. He was formerly Global Head of Emerging Markets Trading with UniCredit. Before that he held a variety of senior leadership roles within credit trading and structuring at ABN Amro, RBS, Deutsche Bank and UBS. Scott has a Juris Doctor degree from Georgetown University in Washington, DC and a BA in Economics from Colorado College.

Vidya Guruju
Product Manager, CFA
Charles River Development
Vidya is responsible for managing and enhancing Charles River’s Fixed Income Order Management functionality, and prioritizes the product enhancement roadmap by tracking industry events and gathering feedback from clients. Prior to joining Charles River, Vidya was Director of Product Management at SunGard and Director of Professional Services at Cortera. Vidya has an MBA with concentration in finance from Babson College and a Bachelor of Engineering in Computer Science. Vidya is a CFA charter holder.
Herb Werth
Managing Director
Steve Gallagher
US Chief Economist & Head of Research
AMER, Societe Generale

Mr. Gallagher is US Chief Economist and Head of Research for Societe Generale in the Americas.  In the US, SG research coverage includes: Economics, Rates Strategy, FX, Commodities, US Credit, and US Equity Research. Stephen oversees teams in each of these research areas and coordinates consistent views from the different disciplines.  The primary focus is on a global macro view and on the energy sector specifically.  Our commodity research team and equity sector focus on oil and gas production provides extensive depth into the energy industry.  Stephen has been with SG since 1995 and his forecasts for the US economy have been recognized by Bloomberg and the National Association of Business Economics (NABE).  The recognition was based on Fed forecasts, US GDP growth and interest rate forecasts.  Mr. Gallagher served as President of the Forecasters Club of New York and also as President of the New York Association of Business Economics.  Before joining SG, Mr Gallagher was Money Market Economist Kidder Peabody and Co. Inc. Stephen Gallagher studied at Columbia University, receiving an MA and M. Phil. in economics.   Areas of academic focus included Macro Economics, Mathematical Economics and Econometrics.    Mr. Gallagher earned his undergraduate degree at University of Michigan.  

Subadra Rajappa
Head of US Rates Strategy
Societe Generale

Subadra Rajappa joined Societe Generale in October 2014 as Head of US Rates Strategy. In her current role she is responsible for publishing thematic research on US rates markets and highlighting relevant trading opportunities. She is a frequent speaker at internal and industry conferences where she presents her broader market views to the firm’s clients. She currently represents SG at the alternative reference rate committee (ARRC) and is actively involved in discussions with industry groups around transitioning to the new reference rate.

David Parker
, Head of MTS Markets International,
MTS Markets
Ivan Mijov
Head of Buy-side Fixed Income EMS
Megan Greene
Global Chief Economist
Manulife Asset Management

Megan E Greene is the global chief economist at Manulife Asset Management, responsible for forecasting global macroeconomic trends and analyzing the potential opportunities and impacts to support the firm’s investment teams around the world. Megan is also a Member of the Board of Directors at the National Association for Business Economists (NABE) and serves on the advisory board of the Mossavar-Rahmani Center for Business and Government at Harvard’s Kennedy School, Econofact and  Rethinking Macro. She is also on the external advisory board of the Irish government’s Public Budget Office, which offers independent consulting on all fiscal issues. Furthermore, she is a member of the Council on Foreign Relations and writes a monthly column on global economics in the Financial Times.

Previously, Megan ran her own London-based economics consulting practice, Maverick Intelligence, serving clients who leveraged her analysis of economic, political and social developments and the impact these were likely to have on the global economy. Prior to Maverick Intelligence, she was director of European Economics at Roubini Global Economics and the euro crisis expert at the Economist Intelligence Unit.

Education: Princeton University, BA in Political Economy, 2001; Oxford University, Nuffield College, MSc in European Studies, 2006

Andrew Mogavero
Managing Director, Head of US Credit Trading
Andrew Mogavero is a Managing Director and Head of US Credit Trading at Barclays, based in New York. In this role, he is responsible for Credit Trading in the Americas. Andrew joined Barclays in September 2008. Prior to that, he was at Lehman Brothers from 1999 to 2008. He received a Bachelor of Science degree in Economics and Public Policy from Duke University.
Chris Bruner
Managing Director and Head of U.S. Credit Product
Chris Bruner is a Managing Director and Head of U.S. Credit Product at Tradeweb Markets. He is focused on advancing the development of the firm’s product offering, and building the firm’s leading position in the global credit markets. Previously he worked in a senior credit trading role at JP Morgan Chase, and has extensive experience in credit markets, technology and electronic trading. Prior to that, he was a Managing Director at Citadel Securities heading the Algorithmic Credit Trading business. Earlier, he led the start-up and development of the Algorithmic and Systematic Trading Book at Lionhart USA and was instrumental in the development of electronic derivatives markets while serving as Executive Director at UBS Investment Bank. Bruner holds a B.S. from MIT.
Colm Murtagh
Managing Director and Head of U.S. Institutional Rates
Colm Murtagh is a Managing Director and head of U.S. Institutional Rates at Tradeweb overseeing market development, strategic planning and product management for the business. Previously, he held various roles at BlackRock, where he spent 18 years, most recently serving as Head of U.S. Rates Trading. Before that, he was Portfolio Manager focused on Treasuries, Agency MBS, Swaps, Futures and Agencies. He was also a member of the firm’s Investment Strategy Group helping to shape the firm’s approach to trading interest rate products and agency mortgages. Earlier he held various roles in operations, analytics and administration at BlackRock before joining the Portfolio Management team in 2001. He holds a B.Comm. from University College Dublin.
Brock Arnason
Founder and Chief Delivery Officer
Droit Financial Technologies

Brock Arnason is a founder and Chief Delivery Officer of Droit Financial Technologies. Prior to founding Droit, Brock was an Executive Director of Fixed Income E-Commerce at Morgan Stanley. He was the global product manager of Matrix, Morgan Stanley’s client portal,and led SEF strategy and Dodd-Frank compliance programs across the firm.Brock holds an M.Eng. and B.Sc. in Engineering Physics from Cornell University and an MBA from the University of Chicago.

Nicole Shumpert
Head of BrokerTec Direct, CME Group
Nicole joined NEX Markets last year to lead the expansion of the BrokerTec Direct platform in the Americas. She now heads up BrokerTec Direct globally. Prior to NEX, Nicole spent over 10 years at Tradeweb, overseeing the U.S. Treasury business, as Product Manager and lastly as Head of Market Development and Strategy. That tenure, along with previous trading roles on the buy side using platforms such as Tradeweb and Bloomberg for execution, have provided Nicole with over 15 years of experience in Fixed Income electronic trading.
Erin Lyons
Co-Head US Investment Grade Credit and US Credit Strategist

In her role as US Credit Strategist, Erin directs CreditSights' Investment Grade sector allocation research and publishes on a wide range of market and macroeconomic themes. Prior to joining CreditSights she was a Director and single-name strategist at Citi and a portfolio manager at Brigadier Capital Management. In addition, she covered the high yield technology sector at both JPMorgan and Deutsche Bank. Erin holds a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania.

Mike Sobel
Mike is the President of Trumid. He has 15 years of experience in the credit market. Mike is one of the original members of Trumid’s team, serving as a member of Management and the Client Team since the company’s founding. Prior to joining Trumid, Mike traded high yield bonds and CDS at Lehman Brothers and then Barclays. At Barclays he was a Managing Director and head of high yield bond trading. Mike has a B.A. from Harvard College.
Matt McFarland
Head of Futures
Cboe Global Markets
David Krein
Global Head of Research

David Krein joined MarketAxess as Head of Research at MarketAxess in August 2014. Mr. Krein is responsible for spearheading the firm’s market research and analysis for the institutional credit markets. MarketAxess Research leverages the firm’s extensive real-time and historical fixed-income trade data, as well as market data from FINRA TRACE and Trax®, to develop market insights that help inform trading and execution strategy. Mr. Krein joined MarketAxess from NASDAQ OMX Global Indexes where he was Head of Research. In this capacity, he led the research and development of index methodologies across asset classes, which were used as benchmarks for active and passive investment funds globally. Prior to this, he held a senior position in product development and analytics at S&P Dow Jones Indices. He also founded DTB Capital to develop trading and investment products for derivatives exchanges and the OTC marketplace within equity, commodity and multi-asset class portfolios. Before establishing DTB Capital, Mr. Krein spent more than 10 years in various trading, structuring and technology positions at leading investment banks, including UBS and Merrill Lynch. Mr. Krein has been an active member of the professional investment management and wealth management communities. He has spoken at key industry conferences, and has authored several articles for specialized publications including The Journal of Indexes, The Journal of Wealth Management and the Investment Management Consultant Association’s The Monitor. He is also a member of the Review Board for The Journal of Indexes. Mr. Krein earned an MBA with Honors from The University of Chicago Graduate School of Business and a bachelor’s degree in mechanical engineering with Distinction from Cornell University.

David Murray
Chief Business Development Officer
David M. Murray, Chief Business Development Officer at Corvil, bringing more than 20 years of experience in leading technology service provider organizations and in technology strategy, engineering, and operational optimization. Holding senior roles in advisory firms and enterprise IT organizations alike, David has a long track record of success in business growth and improvement and enterprise transformation. Prior to joining Corvil, David served as Chief Advisor and COO of CS Technology, where he led all aspects of the IT Advisory firm’s Global Service Development and Delivery, Talent functions, Finance, and Business Development. He also worked with C-level IT and business operations executives at some of the world’s largest global enterprises to develop, structure, and implement transformational IT strategies and solutions. Previously, David served as SVP, Infrastructure Engineering at AIG; Principal with boutique IT Management Consultancy, Nathanson & Company; and various roles with Siemens Business Services such as VP, Marketing & Communications and Director, Consulting Services. David began his career as an entrepreneur, founding a small, specialized technology consultancy before joining Johnson & Johnson’s global Networking and Computing Services organization. David is responsible for identifying new market opportunities, strategic partnerships and customer segments and for leading Corvil’s Corporate Development function.
Shari Noonan
Rialto Trading

Shari Noonan is Rialto Trading’s CEO and has more than 20 years of experience in the financial services industry. Rialto Trading delivers electronic trading solutions to participants in the corporate bond market.  Shari has extensive experience in building and scaling operations and products with Deutsche Bank, Goldman, and Instinet and was directly involved in the electronification of the Equities market.  She worked to develop many of the initial products in equities electronic trading, including dark pools, advanced algorithms, and electronic negotiations.  She received a BS in Accounting from Marquette University and MBA from Columbia University and holds Series 3,7,24,55,63 registrations.   

Haider Ali
Head of U.S. Treasury Trading
RBC Capital Markets”
Andrew Awad
Managing Director
Greenwich Associates
Dan Barnes
Dan Barnes is the editor and a founder of bond trading magazine, The DESK, which deals with buy-side investment and trading of all fixed income instruments. He is also the presenter and founder of Trader TV, a monthly show about trading for professional investors across all asset classes. He wrote the world’s first article on predatory automated trading in 2005 and continues to write extensively about securities and market mechanics on a freelance basis.
Suzanne Bishopric
Managing Partner
Global Sovereign Advisors

Ms. Suzanne Bishopric is Managing Partner of Global Sovereign Advisors, providing advisory services to Central Banks, Pension Funds, and SWF’s. She is a Non-Executive Director of Lim Advisors and an advisor to CyNation, a cybersecurity company.

Until 2015, Bishopric was the Director – Investments of the UNJSPF’s pension fund, increasing its value to US$54 Billion.  Ms Bishopric instituted the Fund’s risk management process and increased the diversification of holdings across all asset classes and currencies.  She initiated the Fund’s investments in Private Equity, Infrastructure, Green Bonds and Low Volatility ETF’s. Previously, Ms Bishopric served as Treasurer of the UN, managing a $50 Billion multi-currency fixed income portfolio diversified amongst 195 Member States.  As Director-Financial Markets of McDonald’s Corporation, she financed start-ups and real estate investments in 43 countries. 

Ms Bishopric has degrees from Harvard University, Harvard Business School and completed the Directors Education Program at McGill University. Fluent in several languages, she has taught investment strategies in many venues, including the World Bank’s Global Symposium on Pension and Sovereign Fund Investments, The OECD Institutional Investors Group on Climate Change, The CFA Institute of New York, the World Gold Council and the Financial Times Growth Markets Summit.  

Audrey Blater
Senior Analyst
Aite Group

Audrey Blater, Ph.D., is a senior research analyst who supports Aite Group’s Institutional Securities & Investment group’s efforts, focusing on fixed income, OTC derivatives, and risk management research. Her work spans technological developments, industry trends, and market structure as well as the impact of financial regulations.

Ms. Blater brings to Aite Group over 17 years of financial markets experience. Most recently, she served as the director of research for the International Swaps and Derivatives Association (ISDA). During her tenure at ISDA, she led the association’s research effort to communicate public policy goals and derivatives industry trends to ISDA’s membership, the regulatory community, and other stakeholders through public speaking engagements and written research, including thought leadership pieces, white papers, and commentaries.

Ms. Blater was also a senior applied researcher for MSCI Inc., where she worked with sales professionals to engage clients and prospects through in-person meetings and written research related to multiple-asset-class market risk. She authored several papers focusing on enterprise risk management, stress testing, and expected shortfall, drawing from the market knowledge she gained as a fixed income analyst and trader working for AQR Capital Management, a Greenwich, Connecticut-based quantitative hedge fund.

Ms. Blater holds an M.A. and a Ph.D. in Economics from Fordham University as well as a B.B.A. from Iona College. Her thesis, China’s New Millennium Financial Liberalization Programs: Economic Risks to the Chinese Retail Investor has been presented and discussed at multiple forums.

David Bullen
Director & Founder
Lorgwood Limited

David Bullen founded his own independent advisory consultancy in 2012, specialising in fixed income electronic trading and market structure change; driven both by regulatory reform and electronic efficiency. Prior to this, David led Citigroup's Global Rates & Credit e-Commerce businesses for 17 years.  Previously, David managed Citi's cross-asset class FI & FX e-Commerce businesses in Europe and was also heavily involved in the launch of the FIX protocol to the Equities market whilst at Salomon Brothers in the mid to late-90's. He has a genuine cross-asset class appreciation of e-trading in capital markets.

David’s clients, on both buy-side and sell-side, span areas as diverse as regulatory-driven futurisation in OTC interest rate space, efficiency changes in fixed income primary markets, a technology network utility-driven initiative in European credit markets pre trade information, a global investment management company’s e-strategy and advising a regional investment bank on ecommerce and regulatory reform strategy.  David has also advised technology start-up companies through their development to launch and early stage build out. David is currently the Secretary-General of the Electronic Debt Markets Association (EDMA) in Europe; the trade association focused on (cash and derivative) market regulations for all European fixed income Multi Lateral Trading Facilities. David also co-ordinates the SI Registry Data Group of seven of the leading Approved Publication Arrangements (APAs) in Europe. Frequently, David develops, chairs and contributes to leading financial industry conferences, roundtable discussions and workshops.

David is a Chartered Fellow of the Chartered Institute for Securities and Investment and a former Trustee Director of a £4bn pension scheme for 10 years.

Ari Burstein
Capital Markets Strategies
Ari Burstein is President of Capital Markets Strategies. In his role, Mr. Burstein represents financial services firms, including investment advisers, hedge funds, private equity firms, broker-dealers, securities exchanges and trade associations before regulators and policymakers, in the U.S. and globally. Prior to starting Capital Markets Strategies, Mr. Burstein was Head of US Regulatory Affairs for Kreab, a leading global consulting firm. In that role, Mr. Burstein was responsible for advising financial services clients on global regulatory and policy developments impacting their businesses. Representative clients included asset managers, broker-dealers and financial services trade associations. Prior to joining Kreab, Mr. Burstein was Senior Counsel for capital markets issues for the Investment Company Institute and ICI Global, the global trade associations for the regulated fund industry. Mr. Burstein was responsible for issues impacting mutual funds, ETFs and investment advisers, particularly trading, market structure and brokerage related issues. Mr. Burstein joined the Investment Company Institute in 1998 and provided additional counsel to ICI Global since its inception in 2011. Mr. Burstein also was an attorney in the U.S. Securities and Exchange Commission’s Division of Investment Management from 1997 to 1998 and the Division of Market Regulation from 1992 to 1997. Mr. Burstein has served on a number of industry advisory committees and is a regular speaker in the United States and globally at industry conferences and workshops on regulatory and legislative issues impacting financial services firms. Mr. Burstein graduated from The George Washington University National Law Center in Washington, D.C. in 1992. He received his undergraduate degree from Queens College in New York and also attended the University of Pennsylvania’s Wharton School of Business.
Zack Ellison, CFA, CAIA
Head of Development
Applied Real Intelligence LLC

Zack Ellison, CFA, CAIA is an entrepreneur, venture capitalist, and Head of Development at Applied Real Intelligence LLC (“A.R.I.”) of Beverly Hills, California. 

A.R.I.’s investments are focused on the highest potential seed and early-stage FinTech firms led by innovators who benefit from A.R.I.’s long-term relationship focus and support with regards to business operations, network connectivity, and follow-on financing.

 A.R.I.’s consulting practice powers growth in mature financial firms by harnessing technology, data science, predictive analytics, and Artificial Intelligence along with the latest advances in trading, investing, and risk management theory to create process efficiencies, improve decision making, and generate sustainable competitive advantages.

Previously, Mr. Ellison worked at Deutsche Bank, Scotia Capital, Sun Life Investment Management, and Thomson Reuters as an investment banker, bond trader, and institutional investor predominantly.  

Mr. Ellison earned a Bachelor of Arts degree from Swarthmore College while majoring in Economics. He holds an MBA with concentrations in Analytic Finance and Economics from The University of Chicago Booth School of Business along with an MS in Risk Management from New York University's Stern School of Business. Additionally, he holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

Alastair Hawker
Head of North American Sales
Quantitative Brokers
Alastair is Head of North American Sales at Quantitative Brokers. Previously in his career, he was at Goldman Sachs overseeing futures electronic trading, with additional experience spanning equity derivatives, equities electronic execution and clearing, in both London and New York. Alastair has a degree in Mechanical Engineering from the University of Birmingham, U.K.
Mike Huff
Senior Director, Portfolio Management & Assets Allocation
Billy Hult

Billy Hult is President of Tradeweb. Hult is a key figure in online markets, and has a proven record of innovation and business leadership. In his roles at Tradeweb, he has been responsible for originating and growing many of Tradeweb's global markets, including its highly successful TBA-Mortgage platform. In 2007, he was instrumental in working with the dealers and Thomson Reuters to create a historic partnership to grow online trading. In 2008, Hult took responsibility for Tradeweb's inter-dealer business, following the acquisition of Hilliard Farber (now known as Dealerweb Inc.), a boutique brokerage. He was also named one of Institutional Investor News' Rising Stars for his pioneering work in the online markets. In February 2009, Hult was responsible for launching Tradeweb's first inter-dealer electronic trading platform. Prior to joining Tradeweb, Hult held a variety of trading positions at Société Générale. Hult serves on the board of Tradeweb and is a graduate of Denison University. He also serves on the board of directors for Boys Hope Girls Hope New York.

Paul Kaplan
Head of Global Credit, TRS, and Price Transparency
Bloomberg L.P.

Paul Kaplan joined Bloomberg L.P. in 2015 and is the Head of Global Credit, TRS, and Price Transparency. In this position, he is responsible for the overall strategy and product development of Global Credit, TRS, and Price Discovery within Bloomberg’s Electronic Trading Solutions (ETS) group. Mr. Kaplan has also served as a Business and Operations Manager for Bloomberg SEF LLC since 2015.

Prior to joining Bloomberg, Mr. Kaplan was a Director at Deutsche Bank (4/2008 - 10/2015) and an Executive Director at J.P. Morgan (11/1998 - 4/2008). His responsibilities at these firms included managing the US Corporate IG Front-end Trading Desk, trading US corporate IG front-end debt, developing algorithmic trading for US cash corporate bonds and CDS indices, managing the USD Spread Product Trading Desk (Government-Sponsored Enterprises (GSEs), USD Sovereign, Supranational and Agencies (SSA), FDIC guaranteed bonds, and USD non-US guaranteed bonds), trading all instruments covered on the USD Spread Product Trading Desk, running syndication for all GSE products, trading USD Repo specials, and starting USD Repo trading in Tokyo and London. Mr. Kaplan holds a Bachelor of Business Administration from the University of Michigan Ross School of Business.

Lynnette Kelly
President and Chief Executive Officer

Lynnette Kelly is President and Executive Director of the Municipal Securities Rulemaking Board (MSRB) where she leads the self-regulatory organization whose mission is to protect investors, state and local government issuers and other municipal entities, and the public interest by promoting a fair and efficient municipal securities market. In addition to her management responsibilities, Ms. Kelly provides strategic counsel to the MSRB Board of Directors, and develops long-range initiatives in support of the MSRB’s mission.

Olya Kushnir
Project Manager
Rialto Trading Technology
Shari Noonan is Rialto Trading’s CEO and has more than 20 years of experience in the financial services industry. Rialto Trading delivers electronic trading solutions to participants in the corporate bond market and is expanding their ATS into digital securities. Shari has extensive experience in building and scaling operations and products with Deutsche Bank, Goldman, and Instinet and was directly involved in the electronification of the Equities market. She worked to develop many of the initial products in equities electronic trading, including dark pools and ATS’s, advanced algorithms, and electronic negotiations.  She received a BS in Accounting from Marquette University and MBA from Columbia University and holds Series 3,7,24,55,63 registrations.   
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.
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.

Michael Noto
Managing Director, Cross-Asset Market Structure
Mark Rodrigues
Illuminate Financial
Liz Scholz
Managing Director
Office of Strategic Initiatives FHFA
Lee Sanders
Head of FX Execution, FX, Fixed Income & CDS Trader
AXA Investment Management
As head of Execution FX/MM and UK and Asia Fixed Income trading at AXA Investment Managers, Lee provides insight on how to successfully prepare and gain knowledge needed to move from equity trading into FX and FI trading. With experience in developing electronic systems and overseeing TCA activities, he offers essential insight on how to trade and execute in the increasing multi asset trading environment.
Nicholas Steele
Deputy Director of the Office of Debt Management
Jim Switzer
Head of Credit Trading
Alliance Bernstein
Kristina Fan
Founder and CEO
Mayra Rodriguez Valladares
Managing Principal
MRV Associates
Isaac Cecil
Mark Bruce
Head of FICC
Jump Trading Group

Mark Bruce: Jump Liquidity, Head of Sales and Strategy; Jump Trading Group, Head of FICC

Mark is the Head of Fixed Income, Currencies and Commodities for Jump Trading Group and has recently taken on oversight of Sales and Strategy for Jump Liquidity. Mark joined Jump in 2016 after seven years at EBS and BrokerTec, most recently as their Head of Global Product.  Mark has a passion for market structure and represents Jump on a number of industry bodies, including the NY Fed FX Committee, ECB FX Committee, the LME User Committee and as a board member of the FXPA. Always with a focus on speed and efficiency, Mark started his career as a professional triathlete after graduating from Loughborough University in 2008.

David Petraeus
Former Director of the CIA
US Army General
Stephen Laipply
Managing Director, is the Head of U.S

Stephen Laipply, Managing Director, is the Head of U.S. iShares Fixed Income Strategy and a member of BlackRock's Systematic Fixed Income Product Strategy Team.

Mr. Laipply's team is responsible for supporting client engagement, creating thought leadership on fixed income markets and fixed income ETFs, developing new fixed income ETF applications across both institutional and retail channels, and partnering with the iShares business on fixed income ETF product design and distribution. Mr. Laipply is also a member of BlackRock's Investment Strategies and Insights team. Prior to joining BlackRock in 2009, Mr. Laipply was a senior member of the Interest Rate Structuring and Strategic Solutions groups at Bank of America Merrill Lynch where he structured and marketed risk management solutions to institutional clients across interest rate, credit and securitized exposures.

Mr. Laipply earned a BS degree, in finance from Miami University, and an MBA in finance from the Wharton School of the University of Pennsylvania.

Matthew Berger
Global Head of Fixed Income and Commodities Trading.
Jane Street

Matt Berger is a partner at Jane Street and serves as the Global Head of Fixed Income and Commodities Trading. He has been involved in ETF trading since 2001, when he started his career trading for Jane Street on the floor of the American Stock Exchange. Matt has the unique distinction of having traded on every ETF desk at the firm. He also developed the firm’s ETF automated market making capabilities and founded its London ETF desk in 2006.  

Dan Scholl
Independent Expert
John Kerschner
Head of US Securitized Products
Janus Henderson
Cauldon Quinn
Chief Executive Officer
Bancroft Capital

Cauldon D. Quinn is a graduate of the U.S. Naval Academy. Mr. Quinn was a volunteer for the initial phase of Operation Enduring Freedom in 2001 and was responsible for providing forward combat logistical support to surface, aviation, and coalition special force units operating in Afghanistan. Mr. Quinn began his civilian career with an equity agency execution broker-dealer, ultimately serving as the Director of Client Services. A disabled veteran himself, Quinn joined a SDVOSB broker dealer, Drexel Hamilton, LLC in 2010.

Assuming dual responsibilities as Chief Financial Officer and Managing Director responsible for the equity business, Quinn contributed to the growth of Drexel Hamilton from 3 employees in 2010 to over 100 employees in 2016. With the benefit of experience, in 2017 Quinn founded Bancroft Capital, LLC, the only Service-Disabled Veteran-Owned Broker-Dealer certified in the Commonwealth of Pennsylvania.  Bancroft is a content-driven firm founded by long-time industry talent, headquartered in PA, and the only broker-dealer of its type to maintain a formal Veteran Training Program (“VTP”) and partnership with Villanova University for the education and advancement of disabled veterans into careers as an institutional broker/banker. 

Elisabeth Kirby
Managing Director, Head of U.S. Rates Strategy and Product Management
Tradeweb Markets LLC

Elisabeth is a Managing Director at Tradeweb Markets and Head of U.S. Rates Strategy and Product Management focused on the development of the electronic trading business for U.S. Markets. She joined Tradeweb in 2011 as a Vice President, supporting market strategy and working on integrated solutions to build and bolster functionality across Tradeweb’s Rates platforms.

 She was an integral part of the Tradeweb team that helped develop and launch the firm’s leading swap execution facilities (SEFs), supporting electronic trading of derivatives as mandated by the Dodd-Frank Act. Kirby has a track record of developing innovative trading and workflow solutions, including Tradeweb’s market leading compression tool for derivatives. Prior to joining Tradeweb, she worked in the Capital Markets Structuring group at BNP Paribas. Kirby was recognized by the Markets Media Women in Finance Markets Choice Awards as a Rising Star in 2016 and for Excellence in Product Management in 2017, and she has served as a speaker at multiple industry events, including FIA EXPO, ISDA North America, the FIA-SIFMA Asset Management Derivatives Forum, and the Credit Suisse Global Trading Forum.

 Elisabeth holds a B.S. in Finance from Boston College and earned her M.S. in Accounting and Finance from the London School of Economics.

Geoffrey Fite
Founder and CEO
Fite Analytics

Geoff Fite is founder and CEO of Fite Analytics. He was previously President, BondEdge Solutions at Interactive Data Corp, Chief Operating Officer at Moody's Analytics, and Chief Technology Officer and Moody's KMV. Prior to Moody's, Geoff was part of the team that sold a web-based retirement planning solution to Morningstar. Geoff has a Bachelor's degree in political science from the University of California at San Diego, and a Master's Degree in East Asian Languages and Cultures from Columbia University.

Amy Hong
Global Head of Market Structure
Goldman Sachs

Amy is global head of Market Structure Strategy for the Securities Division. She serves on the Goldman Sachs & Co. LLC Fixed Income Best Execution Subcommittee and was previously co-head of the Securities Division Women’s Network. Earlier in her career, Amy was in Global Credit Trading. She joined Goldman Sachs in 2006 as an analyst in the Investment Banking Division and was named managing director in 2017. Before joining the firm, Amy worked at UBS.

 Amy serves on the US Commodity Futures Trading Commission's Global Markets Advisory Committee, the board of ICE Clear Credit, and the risk committees of ICE Clear Credit and ICE Clear Europe on behalf of the firm.

 Amy earned a BA in Political Science and International Relations from Bucknell University and an MBA from Columbia University, and was awarded the George E.Doty Global Master’s Degree Fellowship.

Glenn Havlicek
Chief Executive Officer & Co-Founder

Prior to GLMX, Glenn spent twenty-two years at JP Morgan Chase where he served as Managing Director responsible for Global Liquidity Management and as Chair of the Liquidity Risk Committee. His responsibilities within the Global Treasury Division included oversight of all debt issuance for JP Morgan Chase and its subsidiaries; development and implementation of the Bank’s asset and liability management process; and establishment of the Bank’s liquidity risk policies. Glenn holds an AB/Economics from Dartmouth College.

David Zhang
Managing Director, Head of Securitized Products Research

David Zhang is a Managing Director and Head of Securitized Products Research at MSCI. His team is responsible for developing models and analytics to support investment analysis, risk management, and regulatory compliance.

Before joining MSCI, Dr Zhang was Managing Director and head of Securitized Products modeling at Credit Suisse for more than a decade. At Credit Suisse he was responsible for supporting risk, regulatory and client analytics as well as sales/trading quantitative strategies. Dr Zhang’s group developed one of the most widely used MBS models by fixed income institutional investors. Their work was consistently awarded top ranking by various industry and client surveys, including Institutional Investor All-America Research Team ranking in Agency prepayment. They also won the award for best paper by the American Real Estate Society for research on effectiveness of government mortgage programs

David serves on the boards of TCFA (The Chinese Finance Association), GCREC (Global Chinese Real Estate Congress), and NY PRMIA (Professional Risk Management International Association). He co-chairs the China Market Committee of SFIG (Structured Finance Industry Group). Dr Zhang has a Ph.D. from Princeton University.

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