Fixed Income Leaders USA 2025

June 09 - 11, 2025

Omni Shoreham Hotel in Washington DC

Our Speakers

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2025 FILS Advisory

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

Russell Budnick

Global Head of Cross Asset Trading & Strategies
J.P. Morgan Global Wealth Management

Thomas Kennedy, Chief Investment Strategist for Global Wealth Management at J.P. Morgan Private Bank

Thomas Kennedy

Chief Investment Strategist for Global Wealth Management
J.P. Morgan Private Bank

Riti Samanta, Co-Head North America Fixed Income, Systematic Portfolio Manager at Russell Investments

Riti Samanta

Co-Head North America Fixed Income, Systematic Portfolio Manager
Russell Investments

Jenny Xiao, Global Head of Rates Trading at BlackRock

Jenny Xiao

Global Head of Rates Trading
BlackRock

Neal Rayner, Head of US Fixed Income Trading at Janus Henderson

Neal Rayner

Head of US Fixed Income Trading
Janus Henderson

Eric Morrow, COO Trading & Investments at Apollo Global Management

Eric Morrow

COO Trading & Investments
Apollo Global Management

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

Susan Joyce

Head of Muni Trading & FI Market Structure
AllianceBernstein

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

Dwayne Middleton

Global Head of Fixed Income Trading
T. Rowe Price

Guest Keynote Speakers

Tom Hardin, Former Buy Side Trader and FBI Whistleblower at Independent

Tom Hardin

Former Buy Side Trader and FBI Whistleblower
Independent

Iro Tasitsiomi, Head of AI & Data Science at T. Rowe Price

Iro Tasitsiomi

Head of AI & Data Science
T. Rowe Price

Professor James J Angel, Psaros Center Faculty Associate at Georgetown University

Professor James J Angel

Psaros Center Faculty Associate
Georgetown University

C-Suite Keynote Buy Side Speakers

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

Lori Heinel

Global Chief Investment Officer
State Street Global Advisors

Gregory Peters, Co-Chief Investment Officer at PGIM Fixed Income

Gregory Peters

Co-Chief Investment Officer
PGIM Fixed Income

Allen Xiao, Deputy Chief Risk Officer at Amundi Asset Management

Allen Xiao

Deputy Chief Risk Officer
Amundi Asset Management

Billy Hult, CEO at Tradeweb

Billy Hult

CEO
Tradeweb

Sébastien Page, Chief Investment Officer & Head of Global Multi-Asset at T.Rowe Price

Sébastien Page

Chief Investment Officer & Head of Global Multi-Asset
T.Rowe Price

Daniel Haff, Chief Compliance Officer at Insight Investment NA

Daniel Haff

Chief Compliance Officer
Insight Investment NA

Chris Concannon, CEO at MarketAxess

Chris Concannon

CEO
MarketAxess

Trading & Execution Buy Side Speakers

Daniel Veiner, Co-Global Head of Trading at BlackRock

Daniel Veiner

Co-Global Head of Trading
BlackRock

Brian Lysiak

Global Head of Fixed Income Trading
J.P. Morgan Asset Management

David LaRusso

Global Head of Fixed Income Trading
Dimensional Fund Advisors

Vicente Santiago

Head of Americas Systematic Execution
BlackRock

Bill Wright, Director of Credit, Bank Loans & Derivatives Trading at Loomis, Sayles & Co.

Bill Wright

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

Brian Mandirola, Head of Trading at HIMCO

Brian Mandirola

Head of Trading
HIMCO

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

Brian Rubin

Head of US Fixed Income Trading
T.Rowe Price

Laurence Hull

Managing Director Head of Investment Grade and Capital Securities Trading
Nuveen

Joe Amoyal, Head of Leverage Finance Trading at State of Wisconsin Investment Board

Joe Amoyal

Head of Leverage Finance Trading
State of Wisconsin Investment Board

Michael Delaney, Systematic Trading at Loomis, Sayles & Co.

Michael Delaney

Systematic Trading
Loomis, Sayles & Co.

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

Steven Chylinski

Head of Fixed Income Trading
Eagle Asset Management

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

Gaurav Ray

Senior Municipal Bond Trader, VP
Northern Trust Asset Management

Justin Takata, Head of Investment Grade Desk at Guggenheim Partners

Justin Takata

Head of Investment Grade Desk
Guggenheim Partners

Brooke Lieberwirth, Fixed Income Trader at GMO

Brooke Lieberwirth

Fixed Income Trader
GMO

Jim Switzer, Head of Municipal Bond at AllianceBernstein

Jim Switzer

Head of Municipal Bond
AllianceBernstein

Margen Cuko, Executive Director, Head of US Fixed Income Trading at J.P. Morgan

Margen Cuko

Executive Director, Head of US Fixed Income Trading
J.P. Morgan

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

Matthew Scott

Head of Core Fixed Income & Multi-Asset Trading
AllianceBernstein

Daniel Blonshteyn, Head of Municipal Trading at J.P. Morgan Private Bank

Daniel Blonshteyn

Head of Municipal Trading
J.P. Morgan Private Bank

Marcin Zdunek, Head of Trading & Portfolio Manager at F/m Investments

Marcin Zdunek

Head of Trading & Portfolio Manager
F/m Investments

Michael Daley, VP, Credit Trader at T. Rowe Price

Michael Daley

VP, Credit Trader
T. Rowe Price

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

Ed Paulinski

Managing Director, Head of Municipal SMAs
Goldman Sachs Asset Management

Paul McCann

Head of Credit Trading and Derivatives
Liberty Mutual Investments

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

Michael O'Brien

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

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

Christopher Magnus

Director, EM Credit Trader
MetLife Investment Management

Daniel Green, Head of Emerging Market Debt Trading at AllianceBernstein

Daniel Green

Head of Emerging Market Debt Trading
AllianceBernstein

Matthew Sizemore

Manager, Fixed Income Trading
HighTower Advisors

Jamie Anderson, Head of Trading, US at Insight Investment

Jamie Anderson

Head of Trading, US
Insight Investment

Eric Charron, Head of Trading at Liberty Mutual Investments

Eric Charron

Head of Trading
Liberty Mutual Investments

Kaustuv Dasgupta, Head of Trading at Two Sigma Investments

Kaustuv Dasgupta

Head of Trading
Two Sigma Investments

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

Steven DiVittorio

Managing Director - Head of Public Fixed Income Trading
Barings

Michael Baumann, Head of Trading, High Income & Alternatives at Fidelity Investments

Michael Baumann

Head of Trading, High Income & Alternatives
Fidelity Investments

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

Miguel Cota

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

Dan Gelfand

US Head of Emerging Markets Debt Trading
BlackRock

David Doggett, Executive Director, Head of Emerging Market Trading at Morgan Stanley Investment Management

David Doggett

Executive Director, Head of Emerging Market Trading
Morgan Stanley Investment Management

Technology & Data Buy Side Speakers

Matt Murphy, FI Electronic Trading Platform, Market Structure & Data Solutions Specialist at T. Rowe Price

Matt Murphy

FI Electronic Trading Platform, Market Structure & Data Solutions Specialist
T. Rowe Price

Philip Sommer

Director, Trading Analytics
BlackRock

Stefano Pasquali, Head of Investment AI Research at BlackRock

Stefano Pasquali

Head of Investment AI Research
BlackRock

Chris Margraf, Former Senior Program Manager at Nuveen Investments

Chris Margraf

Former Senior Program Manager
Nuveen Investments

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

Hong Gao

Vice President, Front Office Technology
PGIM Fixed Income

Jefferson Monastoque, Director, Global Technology & Data at Barings

Jefferson Monastoque

Director, Global Technology & Data
Barings

Terrence Kim, The Vanguard Group, Inc. at Vanguard Asset Management

Terrence Kim

The Vanguard Group, Inc.
Vanguard Asset Management

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

Debojyoti Ganguly

Head of Fixed Income Trading Technology
Charles Schwab Asset Management

Likang Chen

Head of Data Strategy
PGIM

Jay Gattani, Global Senior MD, Head of Front Office Trading & Operations Technology at Nuveen

Jay Gattani

Global Senior MD, Head of Front Office Trading & Operations Technology
Nuveen

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

Keri Tusa

Global Head of Investment Technology
Lazard Asset Management

Portfolio Management, Research, ESG Buy Side Speakers

Leslie Falconio, MD, Chief Investment Office and Head of Taxable Fixed Income Strategy at UBS

Leslie Falconio

MD, Chief Investment Office and Head of Taxable Fixed Income Strategy
UBS

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

Andrew Peters

Head of Investment Consulting Group
New York Life Investments

Maria Ma, Head of Fixed Income at Lincoln Financial Group

Maria Ma

Head of Fixed Income
Lincoln Financial Group

Jeffrey Morton, Portfolio Manager at DWS

Jeffrey Morton

Portfolio Manager
DWS

Ryan Hook, Portfolio Manager at Schwab Asset Management

Ryan Hook

Portfolio Manager
Schwab Asset Management

Scott Supple, Portfolio Manager at Longfellow Investment Management

Scott Supple

Portfolio Manager
Longfellow Investment Management

James Palmieri, Managing Director & Senior Portfolio Manager at State Street Global Advisors

James Palmieri

Managing Director & Senior Portfolio Manager
State Street Global Advisors

Abhishek Sinha, CEO & CIO at Nelumbium Capital

Abhishek Sinha

CEO & CIO
Nelumbium Capital

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

Matthew Woods

Investment Portfolio Management Director - Head of Fixed Income Strategies
Wells Fargo

Jarred Sherman, Managing Director, Portfolio Manager at J.P. Morgan Asset Management

Jarred Sherman

Managing Director, Portfolio Manager
J.P. Morgan Asset Management

Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Private Bank

Lindsay Rosner

Head of Multi-Sector Investing
Goldman Sachs Private Bank

Manuel Hayes, Senior Portfolio Manager at Insight Investment

Manuel Hayes

Senior Portfolio Manager
Insight Investment

Steven Hung, Senior Portfolio Manager at Charles Schwab Asset Management

Steven Hung

Senior Portfolio Manager
Charles Schwab Asset Management

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

Anatoly Nakum

Head of Portfolio Management & Trading
EPFC Capital Partners

Barry Julien, Senior Portfolio Manager at F/m Investments

Barry Julien

Senior Portfolio Manager
F/m Investments

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

Jason Vlosich

Partner, Fixed Income Portfolio Manager & Trader
Brown Advisory

Neel Purohit, Former Macro PM at ExodusPoint Capital Management

Neel Purohit

Former Macro PM
ExodusPoint Capital Management

Oded Manor, Global Head of Fixed Income Manager Research at Blackrock

Oded Manor

Global Head of Fixed Income Manager Research
Blackrock

Rodrigo Paiva, Head of Fixed Income at Avenue

Rodrigo Paiva

Head of Fixed Income
Avenue

Manju Boraiah, Global Head of Systematic FI & Custom SMA at Allspring Global Investments

Manju Boraiah

Global Head of Systematic FI & Custom SMA
Allspring Global Investments

Paul Kamenski, Head of Fixed Income at Man Numeric

Paul Kamenski

Head of Fixed Income
Man Numeric

Cyrus McMillan, Fixed Income Portfolio Manager at Trillium Asset Managment

Cyrus McMillan

Fixed Income Portfolio Manager
Trillium Asset Managment

Francis McKenna, Head of Fixed Income at Aegis Capital

Francis McKenna

Head of Fixed Income
Aegis Capital

Jake Schurmeier, Portfolio Manager, Multi-asset Solutions Team at Harbor Capital Advisors

Jake Schurmeier

Portfolio Manager, Multi-asset Solutions Team
Harbor Capital Advisors

Nicolas Vaugeois, Portfolio Manager at Fiera Capital

Nicolas Vaugeois

Portfolio Manager
Fiera Capital

Sweta Singh, Portfolio Manager at City Different Investments

Sweta Singh

Portfolio Manager
City Different Investments

Tudor Comsa, Portfolio Manager, Global Credit at Matterhorn Investment Management

Tudor Comsa

Portfolio Manager, Global Credit
Matterhorn Investment Management

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

Max Yu

Associate Director of Quant Research
Macquarie Asset Management

Amanda Lynam, Managing Director, Head of Macro Credit Research at BlackRock

Amanda Lynam

Managing Director, Head of Macro Credit Research
BlackRock

Robert Fogarty, Director, Senior Fixed Income Client Portfolio Manager at DWS

Robert Fogarty

Director, Senior Fixed Income Client Portfolio Manager
DWS

Graham Rennison, Portfolio Manager, Systematic Fixed Income at PIMCO

Graham Rennison

Portfolio Manager, Systematic Fixed Income
PIMCO

Sandra Pourcillie, Head of Fixed Income at Mariner

Sandra Pourcillie

Head of Fixed Income
Mariner

Alba Abourjeili, Senior Research Analyst, Mortgage & Consumer Credit at Western Asset Management

Alba Abourjeili

Senior Research Analyst, Mortgage & Consumer Credit
Western Asset Management

Alvin Burgos, Senior Portfolio Manager at RGA Re

Alvin Burgos

Senior Portfolio Manager
RGA Re

Andy Kochar, Portfolio Manager at AGF Investments

Andy Kochar

Portfolio Manager
AGF Investments

Craig Maschmeyer, Portfolio Manager at Goelzer Investment Management

Craig Maschmeyer

Portfolio Manager
Goelzer Investment Management

Emily Keinz, Managing Director at Brigade Capital Management

Emily Keinz

Managing Director
Brigade Capital Management

Frank Miethe, Portfolio Manager at State Street Global Advisors

Frank Miethe

Portfolio Manager
State Street Global Advisors

Joseph McCusker, SVP, Head of Corporate Credit & Public Markets at Genworth

Joseph McCusker

SVP, Head of Corporate Credit & Public Markets
Genworth

Muting Ren, Senior PM, Head of Systematic Credit at American Century Investments

Muting Ren

Senior PM, Head of Systematic Credit
American Century Investments

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

Peter Yanulis

Portfolio Manager, Emerging Markets Debt
Loomis, Sayles & Company

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

Rachna Ramachandran

Portfolio Manager, High Yield & Macro Credit Strategy
GMO

Will Beck, Senior Vice President at Wilshire

Will Beck

Senior Vice President
Wilshire

Zafrin Nurmohamed, Portfolio Manager at Investment Management Corporation of Ontario (IMCO)

Zafrin Nurmohamed

Portfolio Manager
Investment Management Corporation of Ontario (IMCO)

C-Suite Buy Side Speakers

Andrew Dassori, Chief Investment Officer at Wavelength Capital Management

Andrew Dassori

Chief Investment Officer
Wavelength Capital Management

Alexander Morris, Chief Executive Officer at F/m Investments

Alexander Morris

Chief Executive Officer
F/m Investments

Nancy Davis, Founder & CIO at Quadratic Capital

Nancy Davis

Founder & CIO
Quadratic Capital

Pablo Navarro, Chief Executive Officer at LAFISE Securities

Pablo Navarro

Chief Executive Officer
LAFISE Securities

Revant Nayar, Chief Investment Officer at FMI Technologies

Revant Nayar

Chief Investment Officer
FMI Technologies

Benjamin Smelser, Chief Technology Officer at Breckinridge Capital Advisors

Benjamin Smelser

Chief Technology Officer
Breckinridge Capital Advisors

Ben Nye, Chief Investment Officer at Narwhal Capital Management

Ben Nye

Chief Investment Officer
Narwhal Capital Management

Sell Side & Vendor Speakers

Michael Loggia, Global Head of Workflow Technology at VIRTU Financial

Michael Loggia

Global Head of Workflow Technology
VIRTU Financial

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

Jason Quinn

Chief Product Officer & Global Head of Sales
Trumid

Jim Kwiatkowski, Chief Executive Officer at LTX, a Broadridge Company

Jim Kwiatkowski

Chief Executive Officer
LTX, a Broadridge Company

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

AJ Cass

Head of Market Structure and Liquidity
LTX, a Broadridge Company

Phil Cichlar, Institutional Sales & Trading, Fixed Income Specialist at Jane Street

Phil Cichlar

Institutional Sales & Trading, Fixed Income Specialist
Jane Street

David Kalita, Chief Executive Officer at Quantitative Brokers

David Kalita

Chief Executive Officer
Quantitative Brokers

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

Ted Carey

Executive Director, Rates and OTC Products
CME Group

Robert Allen, President of FMX Futures Exchange at FMX

Robert Allen

President of FMX Futures Exchange
FMX

J.B. Wakefield

Executive Director, Brokertec Product
CME Group

James Morris, Senior Vice President at Investortools

James Morris

Senior Vice President
Investortools

Eugene Grinberg, Co-Founder & CEO at SOLVE

Eugene Grinberg

Co-Founder & CEO
SOLVE

Rob Simek, Global Head of Real Time Pricing at Bloomberg

Rob Simek

Global Head of Real Time Pricing
Bloomberg

Jack Fischer, Product Development & Market Research, Fixed Income & Convertibles at FTSE Russell

Jack Fischer

Product Development & Market Research, Fixed Income & Convertibles
FTSE Russell

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

Nicholas Godec

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

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

Max Cann

Head of Institutional Client ETFs
J.P. Morgan Asset Management

Moderators, Media Partners & Associations

Julia Streets, Founder & CEO at Streets Consulting

Julia Streets

Founder & CEO
Streets Consulting

Dan Barnes, CEO, Europe at Markets Media

Dan Barnes

CEO, Europe
Markets Media

Andy Hill, Managing Director, Co-Head of Market Practice & Regulatory Policy at ICMA

Andy Hill

Managing Director, Co-Head of Market Practice & Regulatory Policy
ICMA

Michael Koegler, Managing Principal at Market Alpha Advisors

Michael Koegler

Managing Principal
Market Alpha Advisors

Kevin McPartland, Head of Market Structure & Technology Research at Coalition Greenwich

Kevin McPartland

Head of Market Structure & Technology Research
Coalition Greenwich

Kevin Ehrlich, MD, Associate General Counsel Asset Management Group at SIFMA

Kevin Ehrlich

MD, Associate General Counsel Asset Management Group
SIFMA

Terry Flanagan, Managing Editor at Markets Media

Terry Flanagan

Managing Editor
Markets Media

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

Bob Fink

Americas Buy-Side Relationship Director
Coalition Greenwich

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

Audrey Costabile

Head of Risk and Financial Markets Regulation
Coalition Greenwich

Lindsey Weber Keljo, Head - Asset Management Group at SIFMA

Lindsey Weber Keljo

Head - Asset Management Group
SIFMA

Henry Wallis, Director, Head of Strategy for Financial Markets at WBR

Henry Wallis

Director, Head of Strategy for Financial Markets
WBR

Marie Vrakking, Independent Expert at Independent

Marie Vrakking

Independent Expert
Independent

Our Sponsors:

Allocations lnc.

Bank of America

Cassini Systems

iShares by BlackRock

Quantitative Brokers

Trading Technologies

Virtu Financial