Fixed Income Leaders USA 2025

June 09 - 11, 2025

Omni Shoreham Hotel in Washington DC

Bob Fink

Americas Buy-Side Relationship Director Coalition Greenwich

Buy Side Innovation Day | June 9th

12:40 PM Spotlight on Automation: How can you leverage AI, ML and LLM to distill complex datasets and empower trading and investment teams with unique actionable insights?


Main Day 2 | June 11th

1:15 PM Spotlight on SMAs: SMAs: How can you optimize SMAs for tailored investment strategies and capitalize on tax efficiencies?

  • How can you customize portfolios to align with specific investment goals and risk profiles through SMAs?
  • How can SMAs offer better visibility into individual securities and enable more informed decisions?
  • How can you navigate the growing demand for ESG and how can SMAs provide customized solutions for investors? 
  • How can you best manage liquidity in SMAs for institutional and retail Investors? 
  • What strategies can you implement to maximize tax efficiency through SMAs?  

Check out the incredible speaker line-up to see who will be joining Bob.

Download The Latest Agenda