Fixed Income Leaders USA 2025

June 09 - 11, 2025

Omni Shoreham Hotel in Washington DC

Our Speakers

2025 FILS Advisory

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

Russell Budnick

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

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, Systematic Fixed Income Portfolio Manager and Strategist at Russell Investments

Riti Samanta

Systematic Fixed Income Portfolio Manager and Strategist
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 Janus Henderson Logo

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
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 T. Rowe Price Logo

Iro Tasitsiomi

Head of AI & Data Science
T. Rowe Price

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
Amundi Asset Management

Billy Hult, CEO at Tradeweb

Billy Hult

CEO
Tradeweb

Sébastien Page

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

Professor James J Angel

Psaros Center Faculty Associate
Georgetown University

Trading & Execution Buy Side Speakers

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
Loomis, Sayles & Co.

Brian Mandirola, Head of Trading at HIMCO

Brian Mandirola

Head of Trading
HIMCO

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
Loomis, Sayles & Co.

Steven Chylinski

Head of Fixed Income Trading
Eagle Asset Management

Tom Melvin

Head of Credit Trading
Invesco

Gaurav Ray

Senior Municipal Bond Trader, VP
Northern Trust Asset Management

Justin Takata

Head of Investment Grade Desk
Guggenheim Partners

Brooke Lieberwirth

Fixed Income Trader
GMO

Daniel Veiner, Co-Global Head of Trading at BlackRock

Daniel Veiner

Co-Global Head of Trading
BlackRock

Jim Switzer, Head of Municipal Bond at AllianceBernstein AllianceBernstein Logo

Jim Switzer

Head of Municipal Bond
AllianceBernstein

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

Andy Chai

Executive Director
J.P. Morgan Private Bank

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

Tom Roberts

Managing Director of Treasury & Trading
Employees Retirement System of Texas

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

Fixed Income Trader
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
Fidelity 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 Morgan Stanley Investment Management Logo

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
T. Rowe Price

Philip Sommer

Director, Trading Analytics
BlackRock

Stefano Pasquali

Head of Investment AI Research
BlackRock

Chris Margraf

Former Senior Program Manager
Allspring Global 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

Head of Fixed Income Innovation
Vanguard 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 Lazard Asset Management Logo

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
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
DWS

Ryan Hook

Portfolio Manager
Schwab Asset Management

Scott Supple

Portfolio Manager
Longfellow Investment Management

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 J.P. Morgan Asset Management Logo

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
Charles Schwab Asset Management

Anatoly Nakum

Head of Portfolio Management & Trading
EPFC Capital Partners

Barry Julien

Senior Portfolio Manager
F/m Investments

Bonnie Wongtrakool

Global Head of Sustainable Investments and Portfolio Manager
Western Asset Management

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
ExodusPoint Capital Management

Oded Manor

Global Head of Fixed Income Manager Research
Blackrock

Rodrigo Paiva

Head of Fixed Income
Avenue

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
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
Harbor Capital Advisors

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
Matterhorn Investment 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
DWS

Graham Rennison

Portfolio Manager, Systematic Fixed Income
PIMCO

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
AGF Investments

Craig Maschmeyer

Portfolio Manager
Goelzer Investment Management

Emily Keinz

Managing Director
Brigade Capital Management

Frank Miethe

Portfolio Manager
State Street Global Advisors

Jeremy Forster

Managing Director, Fixed Income Portfolio Manager
Wellington Management

Joseph McCusker

SVP, Head of Corporate Credit & Public Markets
Genworth

Muting Ren

Senior PM, Head of Systematic Credit
American Century Investments

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
Wavelength Capital Management

Alexander Morris, Chief Executive Officer at F/m Investments

Alexander Morris

Chief Executive Officer
F/m Investments

Thomas Swaney II

Chief Investment Officer
Factor Two Capital Management

Nancy Davis, Founder & CIO at Quadratic Capital

Nancy Davis

Founder & CIO
Quadratic Capital

Pablo Navarro

Chief Executive Officer
LAFISE Securities

Revant Nayar, Chief Investment Officer at FMI Technologies FMI Technologies Logo

Revant Nayar

Chief Investment Officer
FMI Technologies

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
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

Moderators, Media Partners & Associations

Julia Streets, CEO at Streets Consulting

Julia Streets

CEO
Streets Consulting

Dan Barnes, CEO at Markets Media

Dan Barnes

CEO
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 Market Alpha Advisors Logo

Michael Koegler

Managing Principal
Market Alpha Advisors

Kevin McPartland

Head of Market Structure & Technology Research
Coalition Greenwich

Kevin Ehrlich

MD, Associate General Counsel Asset Management Group
SIFMA

Terry Flanagan

Managing Editor
Markets Media

Bob Fink

Americas Buy-Side Relationship Director
Coalition Greenwich

Audrey Costabile

Head of Risk and Financial Markets Regulation
Coalition Greenwich

Lindsey Weber Keljo

Head - Asset Management Group
SIFMA

Henry Wallis

Director, Head of Strategy for Financial Markets
WBR


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