Fixed Income Leaders USA 2025

June 09 - 11, 2025

Omni Shoreham Hotel in Washington DC

Bob Fink

Americas Buy-Side Relationship Director Coalition Greenwich

Main Day 1 | June 10th

2:45 PM 360 Perspective: Munis: How can you use the rise of electronification to unlock efficiency in muni trading to maximize liquidity, enhance trade execution and adapt to regulatory changes?

  • How is the shift to electronic platforms in municipal trading streamlining operations, enhancing liquidity, and improving price transparency?
  • How can you utilize big data and advanced algorithms to offer real-time insights, enabling faster, more accurate decision-making in a traditionally fragmented market?
  • How can electronification provide greater market access and liquidity, especially in volatile times, ensuring that you can capitalize on opportunities with less friction?
  • How can electronic trading platforms reduce costs and errors, allowing for more seamless and efficient execution of muni trades?
  • How can you stay ahead of regulatory shifts favoring greater transparency and electronic trading, positioning your strategies to thrive in the evolving municipal bond market?

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