Fixed Income Leaders USA 2024

June 12 - 14, 2024

Omni Boston Hotel at the Seaport

Our Speakers

2023 Advisory Board

Daniel Veiner, Co-Global Head of Trading at BlackRock

Daniel Veiner

Co-Global Head of Trading
BlackRock

Russell Budnick, Global Head of Cross Asset Trading at JP Morgan Global Wealth Management

Russell Budnick

Global Head of Cross Asset Trading
JP Morgan Global Wealth Management

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

Dwayne Middleton

Global Head Of Fixed Income Trading
T. Rowe Price

Jim Switzer, Global Head of Fixed Income Trading at AllianceBernstein

Jim Switzer

Global Head of Fixed Income Trading
AllianceBernstein

Thomas V. Kennedy, Managing Director, Chief Investment Strategist at J.P Morgan Private Bank

Thomas V. Kennedy

Managing Director, Chief Investment Strategist
J.P Morgan Private Bank

William Spencer, Multi-Asset Trader at UBS Asset Management

William Spencer

Multi-Asset Trader
UBS Asset Management

Maria Ma, Managing Director, Fixed Income & Int’l Equity Portfolio Manager at Lincoln Financial Group

Maria Ma

Managing Director, Fixed Income & Int’l Equity Portfolio Manager
Lincoln Financial Group

Special Guest Speaker

Jeff Skiles, Co-Pilot Flight 1549 at U.S. Airways

Jeff Skiles

Co-Pilot Flight 1549
U.S. Airways

Buy Side Speakers

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

Gregory Peters

Co-Chief Investment Officer
PGIM Fixed Income

Daniel Veiner, Co-Global Head of Trading at BlackRock

Daniel Veiner

Co-Global Head of Trading
BlackRock

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

Dwayne Middleton

Global Head Of Fixed Income Trading
T. Rowe Price

Jim Switzer, Global Head of Fixed Income Trading at AllianceBernstein

Jim Switzer

Global Head of Fixed Income Trading
AllianceBernstein

Russell Budnick, Global Head of Cross Asset Trading - WM Solutions at JP Morgan Asset Management

Russell Budnick

Global Head of Cross Asset Trading - WM Solutions
JP Morgan Asset Management

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

Lindsey Spink

Global Head of Fixed Income Trading
American Century Investments

Sonali Pier, Managing Director and Portfolio Manager at PIMCO

Sonali Pier

Managing Director and Portfolio Manager
PIMCO

Thomas V. Kennedy, Managing Director, Chief Investment Strategist at J.P Morgan Private Bank

Thomas V. Kennedy

Managing Director, Chief Investment Strategist
J.P Morgan Private Bank

Ryan Raymond

Head of Fixed Income Trading
LGIM

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

Neal Rayner

Head of US Fixed Income Trading
Janus Henderson

Stefano Pasquali, Head of Liquidity and Trading Research at BlackRock

Stefano Pasquali

Head of Liquidity and Trading Research
BlackRock

Meta Curry, VP, Head of Trading at Genworth

Meta Curry

VP, Head of Trading
Genworth

Matthew Scott, SVP Head of Global Rates, Securitized Assets, Multi-Asset and Currency Trading at AllianceBernstein

Matthew Scott

SVP Head of Global Rates, Securitized Assets, Multi-Asset and Currency Trading
AllianceBernstein

Glenn Taitz, Head of Global Fixed Income at Invesco

Glenn Taitz

Head of Global Fixed Income
Invesco

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

Keri Tusa

Global Head of Investment Technology
Lazard Asset Management

Susan Joyce, Head of Fixed Income Market Structure at AllianceBernstein

Susan Joyce

Head of Fixed Income Market Structure
AllianceBernstein

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

Steven Chylinski

Head of Fixed Income Trading
Eagle Asset Management

Michael Winnike, Director, Market Structure at BlackRock

Michael Winnike

Director, Market Structure
BlackRock

Art DeGaetano, Founder & Chief Investment Officer at Bramshill Investment

Art DeGaetano

Founder & Chief Investment Officer
Bramshill Investment

Alex Morris, CIO at f/M Acceleration

Alex Morris

CIO
f/M Acceleration

Tom Leone, CIO at PartnerRe

Tom Leone

CIO
PartnerRe

Brian Mandirola, Head of Trading at Hartford Investment Management Co.

Brian Mandirola

Head of Trading
Hartford Investment Management Co.

William Spencer, Multi-Asset Trader at UBS Asset Management

William Spencer

Multi-Asset Trader
UBS Asset Management

Manuel Hayes, Senior Portfolio Manager at Insight Investment

Manuel Hayes

Senior Portfolio Manager
Insight Investment

Mike Huff, Managing Director – Head of Asset Allocation & Derivatives at TIAA

Mike Huff

Managing Director – Head of Asset Allocation & Derivatives
TIAA

Daniel Blonshteyn, Head of Municipal Trading at J.P. Morgan Wealth Management

Daniel Blonshteyn

Head of Municipal Trading
J.P. Morgan Wealth Management

Chris Dennis, Former Head of North American Credit Trading at BlackRock

Chris Dennis

Former Head of North American Credit Trading
BlackRock

Robert Zambarano, MD, Fixed Income at Loop Capital

Robert Zambarano

MD, Fixed Income
Loop Capital

Bradley Sullivan, Senior Portfolio Manager at State Street Global Advisors

Bradley Sullivan

Senior Portfolio Manager
State Street Global Advisors

Matthew Murphy, Fixed Income Electronic Trading & Market Structure Specialist at T Rowe Price

Matthew Murphy

Fixed Income Electronic Trading & Market Structure Specialist
T Rowe Price

Robert Simnick, Senior Fixed Income Trader / Credit Portfolio Trade Specialist at Invesco

Robert Simnick

Senior Fixed Income Trader / Credit Portfolio Trade Specialist
Invesco

Karl W Lohninger, Executive Director – Corporate Credit Trader at JP Morgan Asset Management

Karl W Lohninger

Executive Director – Corporate Credit Trader
JP Morgan Asset Management

Tom Melvin, Senior High Yield Trader at Invesco

Tom Melvin

Senior High Yield Trader
Invesco

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

Scott Grimberg

Head of Emerging Market Debt
Itau Asset Management

Ritirupa Samanta, Systematic Fixed Income Portfolio Manager and Strategist at GMO

Ritirupa Samanta

Systematic Fixed Income Portfolio Manager and Strategist
GMO

Robert Daly, Director of Fixed Income at Glenmede Investment Management

Robert Daly

Director of Fixed Income
Glenmede Investment Management

Matt Cole, CEO & CIO at Strive

Matt Cole

CEO & CIO
Strive

Michael Daley, VP, Credit trader at T Rowe Price

Michael Daley

VP, Credit trader
T Rowe Price

Muting Ren, Senior Credit Quant Researcher & Portfolio Manager at AllianceBernstein

Muting Ren

Senior Credit Quant Researcher & Portfolio Manager
AllianceBernstein

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

Alba Abourjeili

Senior Research Analyst, Mortgage and Consumer Credit
Western Asset Management

Tim Morbelli, SVP, Head of Municipal Trading at AllianceBernstein

Tim Morbelli

SVP, Head of Municipal Trading
AllianceBernstein

Ryan Szakacs, Managing Director, Global Co-head of ETF Capital Market at JP Morgan Asset Management

Ryan Szakacs

Managing Director, Global Co-head of ETF Capital Market
JP Morgan Asset Management

Gordon McKemie, Portfolio Manager at The Blackstone Group

Gordon McKemie

Portfolio Manager
The Blackstone Group

Daniel Chen, Risk Manager & Financial Modeler at CoreBridge Financial (formerly part of AIG)

Daniel Chen

Risk Manager & Financial Modeler
CoreBridge Financial (formerly part of AIG)

Ed Griffin, High Yield Trading at State Street Global Advisors

Ed Griffin

High Yield Trading
State Street Global Advisors

Thomas Arthur, VP Investments at Southern Farm Bureau Investments

Thomas Arthur

VP Investments
Southern Farm Bureau Investments

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

Christopher Magnus

Director, EM Credit Trader
MetLife Investment Management

Alexcia Mazahreh, Senior Fixed Income Trader at Vanguard

Alexcia Mazahreh

Senior Fixed Income Trader
Vanguard

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

Hong Gao

Vice President, Front Office Technology
PGIM Fixed Income

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

Mike Fang

Senior Portfolio Manager
Maryland State Retirement and Pension System

Tim Gigliotti, SMD, Head of Fixed Income Trading at TIAA/Nuveen

Tim Gigliotti

SMD, Head of Fixed Income Trading
TIAA/Nuveen

Eric Williams, Head of Capital Structure at Northern Trust Asset Management

Eric Williams

Head of Capital Structure
Northern Trust Asset Management

Nick Adragna, Global Head of Investment Grade and Macro Credit Trading at J.P. Morgan

Nick Adragna

Global Head of Investment Grade and Macro Credit Trading
J.P. Morgan

Chris Margraf, Program Manager at Allspring

Chris Margraf

Program Manager
Allspring

Matt Kasakitis, Fixed Income Trader at American Century Investments

Matt Kasakitis

Fixed Income Trader
American Century Investments

Sell Side & Technology Speakers

Chris Concannon, CEO at MarketAxess

Chris Concannon

CEO
MarketAxess

Billy Hult, CEO at Tradeweb

Billy Hult

CEO
Tradeweb

Robert Flatley, CEO at TS Imagine

Robert Flatley

CEO
TS Imagine

David Parker, CEO at Bonds.com

David Parker

CEO
Bonds.com

Jim Kwiatkowski, CEO at LTX, A Broadridge Company

Jim Kwiatkowski

CEO
LTX, A Broadridge Company

Stephen Murphy, CEO at Genesis Global

Stephen Murphy

CEO
Genesis Global

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

Carl James

Head of Fixed Income, Global Markets Group
S&P Global

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

Will Boeckman

Head of Fixed Income Platform Sales
Citadel Securities

Spencer Lee, Chief Markets Officer at TS Imagine

Spencer Lee

Chief Markets Officer
TS Imagine

Leland Clemons, CEO and Co-Founder at BondBloxx

Leland Clemons

CEO and Co-Founder
BondBloxx

Steve Toland, CEO & Co-Founder at TransFICC

Steve Toland

CEO & Co-Founder
TransFICC

Diego Garcia

Managing Director, Fenics Rates
FMX

Byron Cooper-Fogarty, COO at Neptune Networks Ltd

Byron Cooper-Fogarty

COO
Neptune Networks Ltd

Joanna Gallegos, Co-Founder at BondBloxx

Joanna Gallegos

Co-Founder
BondBloxx

David Litchfield, Director, Derivatives Sales at CBOE

David Litchfield

Director, Derivatives Sales
CBOE

Dan Schleifer, Co-Founder and President at interop.io

Dan Schleifer

Co-Founder and President
interop.io

Sean Dzugan, Head of Sales at Bonds.com

Sean Dzugan

Head of Sales
Bonds.com

Thomas Griffiths, Head of Product at Cassini Systems

Thomas Griffiths

Head of Product
Cassini Systems

Robert Allen, Global Head of Rates and Futures at FMX

Robert Allen

Global Head of Rates and Futures
FMX

Mark Watters, Co-Founder at AxeTrading

Mark Watters

Co-Founder
AxeTrading

Fergus Keenan, Chief Strategy Officer at Adaptive

Fergus Keenan

Chief Strategy Officer
Adaptive

Matt Troy

Managing Director, Head of Sales, FMX Futures
FMX

Krishna Shetty, Executive Director, Fixed Income Pricing at S&P Global Market Intelligence

Krishna Shetty

Executive Director, Fixed Income Pricing
S&P Global Market Intelligence

Yassine Haddaoui, Managing Director and Head of US Treasury Trading at Bank of America

Yassine Haddaoui

Managing Director and Head of US Treasury Trading
Bank of America

Britni Ihle, Head of Credit Algorithmic Trading and Fixed Income ETF Trading at Citigroup

Britni Ihle

Head of Credit Algorithmic Trading and Fixed Income ETF Trading
Citigroup

Philip Cichlar, Institutional Sales & Trading at Jane Street

Philip Cichlar

Institutional Sales & Trading
Jane Street

Ugo Egbunike, Institutional Sales & Trading at Jane Street

Ugo Egbunike

Institutional Sales & Trading
Jane Street

Marcel Benjamin, Fixed Income Strategist at SSGA SDRP

Marcel Benjamin

Fixed Income Strategist
SSGA SDRP

Venky Vemparala, Global Product Manager – Fixed Income at FlexTrade

Venky Vemparala

Global Product Manager – Fixed Income
FlexTrade

Jack Barry, Electronic Fixed Income Sales at Citadel Securities

Jack Barry

Electronic Fixed Income Sales
Citadel Securities

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

Stephen Laipply

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

Jason Wen, MD, Head of IG Credit Trading at TD Securities

Jason Wen

MD, Head of IG Credit Trading
TD Securities

Michael Murphy, MD, Head of International Credit Trading at TD Securities

Michael Murphy

MD, Head of International Credit Trading
TD Securities

Marty Mannion, MD, Co-Head of TD Securities Automated Trading at TD Securities

Marty Mannion

MD, Co-Head of TD Securities Automated Trading
TD Securities

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

Michael Loggia, Global Head of Workflow Technology at VirtuFinancial

Michael Loggia

Global Head of Workflow Technology
VirtuFinancial

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

Ted Carey

Senior Director, Rates & OTC Products
CME Group

J.B. Wakefield

Executive Director, BrokerTec Products
CME Group

Matt Rafalski, Global Head of Enterprise Sales at Genesis Global

Matt Rafalski

Global Head of Enterprise Sales
Genesis Global

Meredith Shaw, Fixed Income ETF Product Manager at Morgan Stanley

Meredith Shaw

Fixed Income ETF Product Manager
Morgan Stanley

Adam Peralta, Head of US eRates Distribution & Product at Morgan Stanley

Adam Peralta

Head of US eRates Distribution & Product
Morgan Stanley

Justin Lada, Global Head of Credit Electronic Strategy at Barclays

Justin Lada

Global Head of Credit Electronic Strategy
Barclays

Brad Levy, CEO at Symphony

Brad Levy

CEO
Symphony

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

Nicholas Godec

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

Katharine Furber, Global Head - Emerging Markets Trading at Bloomberg

Katharine Furber

Global Head - Emerging Markets Trading
Bloomberg

Ravi Sawhney, Head of Trading Automation & Analytics at Bloomberg

Ravi Sawhney

Head of Trading Automation & Analytics
Bloomberg

Amanda Meatto, Managing Director, Head of US Institutional Rates Sales at Tradeweb

Amanda Meatto

Managing Director, Head of US Institutional Rates Sales
Tradeweb

Kate Karimson, Chief Commercial Officer at Ledger Edge

Kate Karimson

Chief Commercial Officer
Ledger Edge

Francis (F.A.) Romano, Senior Director, Head of ICE Bonds Clients and Third Party Integrations at ICE

Francis (F.A.) Romano

Senior Director, Head of ICE Bonds Clients and Third Party Integrations
ICE

Michael Beattie, Director of Product Strategy, Global Trading at Charles River Development, a State Street Company

Michael Beattie

Director of Product Strategy, Global Trading
Charles River Development, a State Street Company

Jared Epstein, Head of US Credit Portfolio Trading, ETF, and Algo Trading at Jefferies

Jared Epstein

Head of US Credit Portfolio Trading, ETF, and Algo Trading
Jefferies

Jon Allen, CEO at BondXN

Jon Allen

CEO
BondXN

Christian Dopp, Senior Vice President - Buyside Business Development at Eurex

Christian Dopp

Senior Vice President - Buyside Business Development
Eurex

Gareth Coltman, Global Head of Automation at MarketAxess

Gareth Coltman

Global Head of Automation
MarketAxess

Matt Walters

Head of Portfolio Trading
MarketAxess

Joram Siegel, Head of Fixed Income Trading at TD Cowen

Joram Siegel

Head of Fixed Income Trading
TD Cowen

Matthew Coupe, Director, Market Structure at Barclays

Matthew Coupe

Director, Market Structure
Barclays

Eugene Grinberg, Co-Founder & CEO at SOLVE

Eugene Grinberg

Co-Founder & CEO
SOLVE

Dan Williams, Senior Principal Product Manager at SS&C Eze

Dan Williams

Senior Principal Product Manager
SS&C Eze

Edoardo Pacenti, Head of Trading Tools for Fixed Income at ION Group

Edoardo Pacenti

Head of Trading Tools for Fixed Income
ION Group

Jon Birnbaum, Founder & CEO at OpenYield

Jon Birnbaum

Founder & CEO
OpenYield

Vincent Grandjean, Founder & CEO at Propellant.digital

Vincent Grandjean

Founder & CEO
Propellant.digital

Jason Quinn, Chief Product Officer at Trumid

Jason Quinn

Chief Product Officer
Trumid

William van Hertsen, Founder & CEO at New Debt Exchange

William van Hertsen

Founder & CEO
New Debt Exchange

Matthew Spencer, Senior Principal, Strategy & Go-to-Market at SimCorp

Matthew Spencer

Senior Principal, Strategy & Go-to-Market
SimCorp

Vuk Magdelinic, CEO at Overbond

Vuk Magdelinic

CEO
Overbond

Javier Hernández Rivero, CEO, Co-Founder and Chairman at Cicada Securities, LLC

Javier Hernández Rivero

CEO, Co-Founder and Chairman
Cicada Securities, LLC

Manuel Ballesteros Davo, Co-Founder at Cicada Securities, LLC

Manuel Ballesteros Davo

Co-Founder
Cicada Securities, LLC

Dan Eckstein, Global Head of eRates Product & U.S. Head of eFixed Income Distribution at Barclays

Dan Eckstein

Global Head of eRates Product & U.S. Head of eFixed Income Distribution
Barclays

Chris Bruner, Chief Product Officer at Tradeweb

Chris Bruner

Chief Product Officer
Tradeweb

Geoff Fite, Founder and CEO at Fite Analytics

Geoff Fite

Founder and CEO
Fite Analytics

Patrick Whelan, Managing Director, Global Head of FICC Digital Markets at JP Morgan

Patrick Whelan

Managing Director, Global Head of FICC Digital Markets
JP Morgan

Eddie Wen

Global Head of Digital Markets
JP Morgan

Paula Fry, Global Head of Fixed Income and FX Trading Liquidity at Bloomberg

Paula Fry

Global Head of Fixed Income and FX Trading Liquidity
Bloomberg

David Massingham

Global Head of Automated Credit Trading Strategies
Morgan Stanley

Keith Hargreaves, Head of eMacro Execution Strats at Morgan Stanley

Keith Hargreaves

Head of eMacro Execution Strats
Morgan Stanley

Sapna Patel

Head of US Equity Market Structure
Morgan Stanley

Roger van Hertsen

Co-Founder & CTO
New Debt Exchange

Jarrad Linzie, Global Head of Fixed Income Index Research at MSCI

Jarrad Linzie

Global Head of Fixed Income Index Research
MSCI

Marc Haede, Executive Director Fixed Income Index at MSCI

Marc Haede

Executive Director Fixed Income Index
MSCI

Pierce Lord, Global Head of Market Data at MarketAxess

Pierce Lord

Global Head of Market Data
MarketAxess

Chairpersons, Moderators and Association Speakers

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

Kevin McPartland

Head of Market Structure & Technology Research
Coalition Greenwich

Dan Barnes, Editor at The Desk

Dan Barnes

Editor
The Desk

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

Audrey Blater

Head of Risk and Financial Markets Regulation
Coalition Greenwich

Michael Koegler, Managing Principal & Founder at Market Alpha Advisors LLC

Michael Koegler

Managing Principal & Founder
Market Alpha Advisors LLC

Terry Flanagan, Managing Editor at Markets Media Group

Terry Flanagan

Managing Editor
Markets Media Group

Jay Wolstenholme, Research Director at Chartis Research

Jay Wolstenholme

Research Director
Chartis Research

Kevin Ehrlich, Managing Director, Asset Management Group at SIFMA

Kevin Ehrlich

Managing Director, Asset Management Group
SIFMA

Bob Fink, Buyside Relationship Manager at Coalition Greenwich

Bob Fink

Buyside Relationship Manager
Coalition Greenwich

Colby Jenkins, Strategic Advisor – Capital Markets at Aite Novarica Group

Colby Jenkins

Strategic Advisor – Capital Markets
Aite Novarica Group

Laurie McAughtry, Managing Editor at Best Execution

Laurie McAughtry

Managing Editor
Best Execution

Myles McGuinness, Chief Executive Officer at Financial Markets Standards Board

Myles McGuinness

Chief Executive Officer
Financial Markets Standards Board

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Our Sponsors:

Bank of America

Citadel Securities

Assured Guaranty

LTX, A Broadridge Company

Cognitive Credit

iShares by BlackRock

J.P. Morgan Asset Management

Morningstar Indexes

State Street Global Advisors

Trading Technologies

Virtu Financial