Fixed Income Leaders USA 2025

June 09 - 11, 2025

Omni Shoreham Hotel in Washington DC

Our Speakers

Guest Keynote Speakers

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

Todd Buchholz

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

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

Matthew Steinaway

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

Jason Gottlieb, President at Artisan Partners

Jason Gottlieb

President
Artisan Partners

Chris Concannon, CEO at MarketAxess

Chris Concannon

CEO
MarketAxess

Nicholas Steele, Director of Analysis, Financial Stability Oversight Council, US Treasury at U.S. Department of the Treasury

Nicholas Steele

Director of Analysis, Financial Stability Oversight Council, US Treasury
U.S. Department of the Treasury

Howard W. Lutnick, Chairman of Cantor Fitzgerald at Chairman & CEO of BGC Group

Howard W. Lutnick

Chairman of Cantor Fitzgerald
Chairman & CEO of BGC Group

2024 Advisory Board

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

Russell Budnick

Global Head of Cross Asset Trading
J.P. 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

Maria Ma, Managing Director, Fixed Income & International Equity Portfolio Manager at Lincoln Financial Group

Maria Ma

Managing Director, Fixed Income & International Equity Portfolio Manager
Lincoln Financial Group

Riti Samanta, Senior Director, Fixed Income Solutions Portfolio Manager at Russell Investments

Riti Samanta

Senior Director, Fixed Income Solutions Portfolio Manager
Russell Investments

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

Thomas Kennedy

Chief Investment Strategist
J.P. Morgan Wealth Management

Buy Side Trading Speakers

Jim Switzer, Global Head of Municipals at AllianceBernstein

Jim Switzer

Global Head of Municipals
AllianceBernstein

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

Lindsey Spink

Head of Global Fixed Income Trading
American Century Investments

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

Michael O'Brien

Global Head of EM Trading
Artisan Partners

Miguel Cota

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

Stefano Pasquali, Head of Investment AI Research at BlackRock

Stefano Pasquali

Head of Investment AI Research
BlackRock

Tim Gigliotti, Global Head of Fixed Income Trading at Nuveen

Tim Gigliotti

Global Head of Fixed Income Trading
Nuveen

Matthew Scott, SVP/Head of Core Fixed Income and Multi-Asset Trading at AllianceBernstein

Matthew Scott

SVP/Head of Core Fixed Income and Multi-Asset Trading
AllianceBernstein

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

Neal Rayner

Head of US Fixed Income Trading
Janus Henderson

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

Hong Gao

Vice President, Front Office Technology
PGIM Fixed Income

Kaustuv Dasgupta, Head of Trading and EDGE at Two Sigma

Kaustuv Dasgupta

Head of Trading and EDGE
Two Sigma

Meredith Herold, Global Head of Systematic Execution at BlackRock

Meredith Herold

Global Head of Systematic Execution
BlackRock

Jenny Xiao, Global Head of Rates Trading at BlackRock

Jenny Xiao

Global Head of Rates Trading
BlackRock

Sanjay Jhamna, Global Head of Credit Trading, Public Finance and Credit Portfolio Lending at J.P Morgan

Sanjay Jhamna

Global Head of Credit Trading, Public Finance and Credit Portfolio Lending
J.P Morgan

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

Steven DiVittorio

Managing Director, Global Head of Public Fixed Income Trading
Barings

Ryan Raymond

Head of Fixed Income Trading
LGIM

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

Susan Joyce

Head of Muni Trading & FI Market Structure
AllianceBernstein

Amit Deshpande, Fixed Income Head of Quantitative Investments & Research at T. Rowe Price

Amit Deshpande

Fixed Income Head of Quantitative Investments & Research
T. Rowe Price

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

Jay Gattani

Global Head of Trading and Operations Technology
Nuveen

Daniel Green, Head of Emerging Market Debt Trading at AllianceBernstein

Daniel Green

Head of Emerging Market Debt Trading
AllianceBernstein

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

Christopher Magnus

Director, EM Credit Trader
MetLife Investment Management

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

Michael Daley

VP, Credit trader
T. Rowe Price

Bill Spencer, Multi-Asset Trader at UBS Asset Management

Bill Spencer

Multi-Asset Trader
UBS Asset Management

Andrew Claeys, Head of Systematic Trading at Allspring Global Investments

Andrew Claeys

Head of Systematic Trading
Allspring Global Investments

Paul McCann

Head of US Credit and Derivative Trading
Liberty Mutual Investments

Marcin Zdunek

Head of Fixed Income Trading
F/m Investments

Philip Sommer

Director, Trading Analytics
BlackRock

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

Jen Hoffenkamp

Head of Municipal Bonds
Northern Trust Asset Management

Revant Nayar, Principal at FMI Technologies

Revant Nayar

Principal
FMI Technologies

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

Andy Chai

Executive Director
J.P. Morgan Private Bank

Michael Rus

Head of High Yield Trading for US
AllianceBernstein

Sara Levin, Director, ETF & Derivative Trading at WallachBeth Capital

Sara Levin

Director, ETF & Derivative Trading
WallachBeth Capital

Alexcia Mazahreh, Senior Fixed Income Trader at Vanguard

Alexcia Mazahreh

Senior Fixed Income Trader
Vanguard

Stephanie Fraser, Senior Trader - North America Trading Manager at Baillie Gifford

Stephanie Fraser

Senior Trader - North America Trading Manager
Baillie Gifford

Laurel Cassidy, Former Cross-Asset Trader at Weiss Multi-Strategy Advisors

Laurel Cassidy

Former Cross-Asset Trader
Weiss Multi-Strategy Advisors

Heather McElroy

Trader, Senior Director
Hartford Investment Management Company

Buy Side Portfolio Management Speakers

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

Leslie Falconio

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

Nancy Davis, Founder & CIO at Quadratic LLC

Nancy Davis

Founder & CIO
Quadratic LLC

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

Scott Grimberg

Former Head of Emerging Market Debt
Itau Asset Management

Peter Baden, Senior Portfolio Manager at F/m Investments

Peter Baden

Senior Portfolio Manager
F/m Investments

Abhishek Sinha, CEO & CIO at Nelumbium Capital

Abhishek Sinha

CEO & CIO
Nelumbium Capital

Josh Barrickman, Principal and Senior Portfolio Manager at Vanguard

Josh Barrickman

Principal and Senior Portfolio Manager
Vanguard

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

Mike Fang

Senior Portfolio Manager
Maryland State Retirement and Pension System

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

Jarred Sherman

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

Robert Daly, Former Director of Fixed Income at Glenmede

Robert Daly

Former Director of Fixed Income
Glenmede

Karishma Kaul, Head of Systematic Fixed Income Strategies at Fidelity Investments

Karishma Kaul

Head of Systematic Fixed Income Strategies
Fidelity Investments

Michael Winnike, Director, Market Structure at BlackRock

Michael Winnike

Director, Market Structure
BlackRock

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

Sarah Leshner Carvalho

Vice President, EM Fixed Income
Capital Group

Thomas Arthur, VP Investments at Southern Farm Bureau Investments

Thomas Arthur

VP Investments
Southern Farm Bureau Investments

Gordon McKemie, Managing Director at Blackstone Credit & Insurance

Gordon McKemie

Managing Director
Blackstone Credit & Insurance

Benjamin Nye, Chief Investment Officer at Narwhal Capital Management

Benjamin Nye

Chief Investment Officer
Narwhal Capital Management

Samir Shah, CIO at Alpha Research and Management (ARAM)

Samir Shah

CIO
Alpha Research and Management (ARAM)

Paul Kamenski, Head of Fixed Income at Man Numeric

Paul Kamenski

Head of Fixed Income
Man Numeric

Brian Smedley, Chief Investment Officer and Portfolio Manager of the Covariance Fund at The Cynosure Group

Brian Smedley

Chief Investment Officer and Portfolio Manager of the Covariance Fund
The Cynosure Group

Scott Kimball, Chief Investment Officer at Loop Capital Asset Management

Scott Kimball

Chief Investment Officer
Loop Capital Asset Management

Andrew Dassori, Chief Investment Officer at Wavelength Capital Management

Andrew Dassori

Chief Investment Officer
Wavelength Capital Management

Manuel Hayes, Senior Portfolio Manager at Insight Investment

Manuel Hayes

Senior Portfolio Manager
Insight Investment

Alvin Burgos, Senior Portfolio Manager at RGA Re

Alvin Burgos

Senior Portfolio Manager
RGA Re

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

Jason Vlosich

Partner, Fixed Income Portfolio Manager and Trader
Brown Advisory

Sweta Singh, Founding Partner and Portfolio Manager at City Different Investments

Sweta Singh

Founding Partner and Portfolio Manager
City Different Investments

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

Rachna Ramachandran

Portfolio Manager, High Yield and Macro Credit Strategy
GMO

Jeremy Neisewander, Co-Head of North America FI Portfolio Management, ETFs & Indexed Strategies at Invesco

Jeremy Neisewander

Co-Head of North America FI Portfolio Management, ETFs & Indexed Strategies
Invesco

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

Eric R. Williams

Head of Capital Structure
Northern Trust

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

Lindsay Rosner

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

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

Ludvig Soderling

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

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

Bernd Wuebben

Global Head - Fixed Income Quantitative Research & Systematic Investing
AllianceBernstein

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

Manan Mehta

Head of Quantitative Fixed Income Research
Northern Trust Asset Management

Brian Regan, Senior Portfolio Manager at Wealth Enhancement Group

Brian Regan

Senior Portfolio Manager
Wealth Enhancement Group

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

Amanda Lynam

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

Will Beck, SVP at Wilshire

Will Beck

SVP
Wilshire

Ash Shetty, CFA, Senior Vice President, Portfolio Manager and Risk Strategist at PineBridge Investments

Ash Shetty, CFA

Senior Vice President, Portfolio Manager and Risk Strategist
PineBridge Investments

Ashwani Singh, Senior Director at Guardian Life

Ashwani Singh

Senior Director
Guardian Life

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

Ed Paulinski

Managing Director, Head of Municipal SMAs
Goldman Sachs Asset Management

Bill Cole, Principal, Credit Product Specialist at HarbourVest Partners

Bill Cole

Principal, Credit Product Specialist
HarbourVest Partners

James Pruskowski, Chief Investment Officer at 16Rock Asset Management

James Pruskowski

Chief Investment Officer
16Rock Asset Management

Ben Emons, Senior Portfolio Manager at NewEdge Wealth

Ben Emons

Senior Portfolio Manager
NewEdge Wealth

Marta Poleszczuk, Director, US FICC Trading at Wellington Management

Marta Poleszczuk

Director, US FICC Trading
Wellington Management

Richard Ose, Senior Portfolio Manager at Invesco

Richard Ose

Senior Portfolio Manager
Invesco

Bradford Lo Gatto, Head of Private Credit & Alternative Assets at PartnerRe Asset Management Corporation

Bradford Lo Gatto

Head of Private Credit & Alternative Assets
PartnerRe Asset Management Corporation

Rick Harrell, Associate Portfolio Manager at Aperture Investors

Rick Harrell

Associate Portfolio Manager
Aperture Investors

James Fishback, Co-Founder and Chief Investment Officer at Azoria Partners

James Fishback

Co-Founder and Chief Investment Officer
Azoria Partners

Emma Koch, Portfolio Manager, US Fixed Income at Mercer

Emma Koch

Portfolio Manager, US Fixed Income
Mercer

Sell Side & Tech Providers

Robert Allen, Global Head of Rates Products at FMX

Robert Allen

Global Head of Rates Products
FMX

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

Will Boeckman

Head of Fixed Income Platform Sales
Citadel Securities

Robert Mackensie-Smith

Vice President; FICC E-Trading & Market Structure
Bank of America

Jim Kwiatkowski, CEO at LTX, a Broadridge Company

Jim Kwiatkowski

CEO
LTX, a Broadridge Company

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

Adam Peralta

Head of US Rates Electronic Trading
Morgan Stanley

Meredith Shaw, Fixed Income ETF Product Manager at Morgan Stanley

Meredith Shaw

Fixed Income ETF Product Manager
Morgan Stanley

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

Marc Natale

Global Head of Marketing, Presales & GTM
Murex

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

AJ Cass

Head of Market Structure and Liquidity
LTX, a Broadridge Company

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

Carl James

Head of Fixed Income
S&P Global

Brad Levy, CEO at Symphony

Brad Levy

CEO
Symphony

Marty Mannion, Managing Director & Co-Head at TD Securities Automated Trading

Marty Mannion

Managing Director & Co-Head
TD Securities Automated Trading

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

Steve Laipply

Global Co-Head of iShares Fixed Income ETFs
BlackRock

Britni Ihle, Head of Credit Quantitative Trading at Citi

Britni Ihle

Head of Credit Quantitative Trading
Citi

Michael Kovach, Head of Fixed Income Sales at FlexTrade

Michael Kovach

Head of Fixed Income Sales
FlexTrade

Chris Heffernan, EVP, Global Head of Fixed Income at Trading Technologies

Chris Heffernan

EVP, Global Head of Fixed Income
Trading Technologies

Michael Loggia, Global Head of Workflow Technology at Virtu Financial

Michael Loggia

Global Head of Workflow Technology
Virtu Financial

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

Hans Mikkelsen

MD, Global Head of Credit Strategy
TD Securities

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

Jason Quinn

Chief Product Officer & Global Head of Sales
Trumid

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

Bill Ahmuty

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

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

Joseph Leary

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

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

Marina Mets

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

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

Katie Binns

Director of Product Management - Fixed Income and Multi-Asset Indexes
Morningstar Indexes

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

James Morris, Senior Vice President at Investortools

James Morris

Senior Vice President
Investortools

Steve Toland, Co-Founder at TransFICC

Steve Toland

Co-Founder
TransFICC

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

Chad Hummel

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

Howard Cohen, VP & Head of Sales at Octaura

Howard Cohen

VP & Head of Sales
Octaura

Kate Finlayson, Head of FICC Market Structure & Liquidity Strategy at J.P. Morgan

Kate Finlayson

Head of FICC Market Structure & Liquidity Strategy
J.P. Morgan

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

Ted Carey

Executive Director, Rates and OTC Products
CME Group

J.B. Wakefield

Executive Director, BrokerTec Products
CME Group

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

Colette Garcia

Global Head of Enterprise Data Real-Time Content
Bloomberg

Adam Gould, Global Head of Equities at Tradeweb

Adam Gould

Global Head of Equities
Tradeweb

Varun Pawar, Chief Product Officer at ICE

Varun Pawar

Chief Product Officer
ICE

Bhas Nalabothula, Managing Director, Head of U.S. Institutional Rates at TradeWeb

Bhas Nalabothula

Managing Director, Head of U.S. Institutional Rates
TradeWeb

Matthew Stypul, Product Manager, Buy-Side OMS at Bloomberg

Matthew Stypul

Product Manager, Buy-Side OMS
Bloomberg

Phil Cichlar, Institutional Sales & Trading at Jane Street

Phil Cichlar

Institutional Sales & Trading
Jane Street

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

Jason Wen

MD, Head of US IG Credit Trading
TD Securities

Liz Matkowski, Director, Global Strategic Account Executive at Genesis Global

Liz Matkowski

Director, Global Strategic Account Executive
Genesis Global

Robert Shearman

Head of Credit Product Development
Citi

Eugene Grinberg, Co-Founder & CEO at SOLVE

Eugene Grinberg

Co-Founder & CEO
SOLVE

Ugo Egbunike, Institutional Sales & Trading, Fixed Income Specialist at Jane Street

Ugo Egbunike

Institutional Sales & Trading, Fixed Income Specialist
Jane Street

Chris Bruner, Chief Product Officer at Tradeweb

Chris Bruner

Chief Product Officer
Tradeweb

Jonathan Pickel, Director of Product Development at AG Analytics

Jonathan Pickel

Director of Product Development
AG Analytics

Lisa Schirf, Global Head of Data & Analytics at Tradeweb

Lisa Schirf

Global Head of Data & Analytics
Tradeweb

Jonathan Birnbaum, Founder & CEO at OpenYield

Jonathan Birnbaum

Founder & CEO
OpenYield

Vidya Guruju, Senior Product Manager at Charles River Development, a State Street Company

Vidya Guruju

Senior Product Manager
Charles River Development, a State Street Company

Anil Jaglan

Chief Executive Officer
Adroit Trading Technologies

Mauricio Sada-Paz, MD, Global Head of eFICC Sales at Bank of America

Mauricio Sada-Paz

MD, Global Head of eFICC Sales
Bank of America

Audrey Wu

Managing Director, Head of eRates
Bank of America

Dermot Hanlon

Managing Director; Global Head of Short End Trading
Bank of America

Brian Bejile, Chief Executive Officer at Octaura

Brian Bejile

Chief Executive Officer
Octaura

John Tokarowski

Founder & CEO
AIlocations Incorporated

Jeremy Sisselman, Founder & CEO at Bondway.ai

Jeremy Sisselman

Founder & CEO
Bondway.ai

Chairpersons, Moderators and Association Speakers

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

Lindsey Weber Keljo

Head – Asset Management Group (AMG)
SIFMA

Kevin McPartland, Head of Market Structure Research at Coalition Greenwich

Kevin McPartland

Head of Market Structure Research
Coalition Greenwich

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

Audrey Costabile

Head of Risk and Financial Markets Regulation
Coalition Greenwich

William J. Kelly, Chief Executive Officer at CAIA Association

William J. Kelly

Chief Executive Officer
CAIA Association

Dan Barnes, Editor at The Desk

Dan Barnes

Editor
The Desk

Myles McGuinness, Chief Executive Officer at Financial Markets Standards Board

Myles McGuinness

Chief Executive Officer
Financial Markets Standards Board

Terry Flanagan, Managing Editor at Markets Media

Terry Flanagan

Managing Editor
Markets Media

Kevin Ehrlich, Managing Director at SIFMA AMG

Kevin Ehrlich

Managing Director
SIFMA AMG

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

Andy Hill

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

Sanaa Clausse BenAbdelhadi, Senior Director, Head of Business Development & Events Sponsorship at ICMA

Sanaa Clausse BenAbdelhadi

Senior Director, Head of Business Development & Events Sponsorship
ICMA

Gavin Little-Gill, Independent Consultant at Independent

Gavin Little-Gill

Independent Consultant
Independent

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

John Getchis

Senior Vice President for Capital Markets
Ginnie Mae

Sam Valverde, Principal Executive Vice President at Ginnie Mae

Sam Valverde

Principal Executive Vice President
Ginnie Mae

Marie Vrakking, Consultant at Independent

Marie Vrakking

Consultant
Independent

Michael Koegler, Managing Principal at Market Alpha Advisors LLC

Michael Koegler

Managing Principal
Market Alpha Advisors LLC

Harry Melandri, Advisor at Macro Intelligence 2 Partners

Harry Melandri

Advisor
Macro Intelligence 2 Partners

Robert Fink, Head of Buy Side Relationships at Coalition Greenwich

Robert Fink

Head of Buy Side Relationships
Coalition Greenwich

Henry Wallis, Director, Finance Portfolio at WBR Capital Markets

Henry Wallis

Director, Finance Portfolio
WBR Capital Markets

Edith Hotchkiss, Professor of Finance at Boston College Carroll School of Management

Edith Hotchkiss

Professor of Finance
Boston College Carroll School of Management

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Our Sponsors:

Bank of America

Cassini Systems

LTX, A Broadridge Company

Virtu Financial