Our Speakers


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Advisory Board

Steven O'Bott, Chief Data Architect at Vanguard

Steven O'Bott

Chief Data Architect
Vanguard

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 Group

Neal Rayner

Head of US Fixed Income Trading
Janus Henderson Group

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

Dwayne Middleton

Global Head of Fixed Income Trading
T. Rowe Price

Ph.D. Riti Samanta, Global Co-Head of Fixed Income at Russell Investments

Ph.D. Riti Samanta

Global Co-Head of Fixed Income
Russell Investments

Russell Budnick, Managing Director, Global Head of Capital Markets at Citi Wealth

Russell Budnick

Managing Director, Global Head of Capital Markets
Citi Wealth

Margen Cuko, Managing Director, Head of US Cross Asset Trading at J.P. Morgan Global Wealth Management

Margen Cuko

Managing Director, Head of US Cross Asset Trading
J.P. Morgan Global Wealth Management

Keynote C-Suite Speakers

Lori Heinel, Global Chief Investment Officer at State Street Investment Management

Lori Heinel

Global Chief Investment Officer
State Street Investment Management

Keith Morris, Chief Investment Officer at State of Maryland Treasurers

Keith Morris

Chief Investment Officer
State of Maryland Treasurers

Monica Khurana, Chief Technology Officer & Chief Information Officer at Dodge & Cox

Monica Khurana

Chief Technology Officer & Chief Information Officer
Dodge & Cox

Christian Schulz, Chief Economist at Allianz Global Investors

Christian Schulz

Chief Economist
Allianz Global Investors

Alex Grassino, Global Chief Economist, Multi-Asset Solutions at Manulife Investment Management

Alex Grassino

Global Chief Economist, Multi-Asset Solutions
Manulife Investment Management

Nancy Davis, Founder & CIO at Quadratic Capital

Nancy Davis

Founder & CIO
Quadratic Capital

Alejandro Estevez-Breton, Chief Fixed Income & Digital Asset Strategist at Itau Wealth Management

Alejandro Estevez-Breton

Chief Fixed Income & Digital Asset Strategist
Itau Wealth Management

Alexander Morris, Chief Executive Officer & Chief Investment Officer at F/m Investments

Alexander Morris

Chief Executive Officer & Chief Investment Officer
F/m Investments

Nils Overdahl, Co-Chief Investment Officer at New Century Advisors

Nils Overdahl

Co-Chief Investment Officer
New Century Advisors

Andrew Dassori, Founding Partner & Chief Investment Officer at Wavelength Capital Management

Andrew Dassori

Founding Partner & Chief Investment Officer
Wavelength Capital Management

Peter Baden, Chief Investment Officer at Genoa Asset Management

Peter Baden

Chief Investment Officer
Genoa Asset Management

Buy Side Speakers

Nola Kopfer, Global Head of Trading at MFS Investment Management

Nola Kopfer

Global Head of Trading
MFS Investment Management

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

Lindsey Spink

Head of Global Fixed Income Trading
American Century Investments

Jay Gattani, Senior Managing Director: Global  Head of Tech - Products, Front Office Trading at Nuveen

Jay Gattani

Senior Managing Director: Global Head of Tech - Products, Front Office Trading
Nuveen

Naveen Srinivasan, Global Head of Trading Technology at Goldman Sachs Asset Management

Naveen Srinivasan

Global Head of Trading Technology
Goldman Sachs Asset Management

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

Ryan Raymond

Head of US Trading
L&G – Asset Management, America

Likang Chen

Head of Data Strategy
PGIM

Debojyoti Ganguly

Head of Fixed Income Trading Technology
Charles Schwab Asset Management

Morten Olsen, Head of Customized Fixed Income Senior Vice President at Northern Trust

Morten Olsen

Head of Customized Fixed Income Senior Vice President
Northern Trust

Eric Morrow

COO of PM & Trading
Apollo Global Management

Greg Hessler, Portfolio Manager at Nuveen

Greg Hessler

Portfolio Manager
Nuveen

Violet Jiwon Byun, Senior PM at Samsung Asset Management

Violet Jiwon Byun

Senior PM
Samsung Asset Management

Laura Cooper, MD, Global Investment Strategist and Head of Macro Credit at Nuveen

Laura Cooper

MD, Global Investment Strategist and Head of Macro Credit
Nuveen

Jim Switzer

SVP/Head of Municipals
AllianceBernstein

Susan Joyce, VP/Municipals Trader and Head of Market Structure at AllianceBernstein

Susan Joyce

VP/Municipals Trader and Head of Market Structure
AllianceBernstein

Max Yu, Associate Director of Quant Research at Macquarie Asset Management

Max Yu

Associate Director of Quant Research
Macquarie Asset Management

Brian Rubin, Head of US Fixed Income Trading at T.Rowe Price

Brian Rubin

Head of US Fixed Income Trading
T.Rowe Price

Robert Fogarty, Director, Senior Product Specialist – Private Debt, at DWS

Robert Fogarty

Director, Senior Product Specialist – Private Debt,
DWS

Matthew Wrzesniewsky, Head of Fixed Income Client Portfolio Management at Vanguard

Matthew Wrzesniewsky

Head of Fixed Income Client Portfolio Management
Vanguard

Jessie Harris, Head of Fixed Income Portfolio Management at Bank of America

Jessie Harris

Head of Fixed Income Portfolio Management
Bank of America

Steven O'Bott, Chief Data Architect at Vanguard

Steven O'Bott

Chief Data Architect
Vanguard

Brian Pringle, Co-Head North America Fixed Income at Russell Investments

Brian Pringle

Co-Head North America Fixed Income
Russell Investments

Bob Skowron, Director, Data and Technology Strategy at NISA Investment Advisors, LLC

Bob Skowron

Director, Data and Technology Strategy
NISA Investment Advisors, LLC

Brendan Miller, Principal, Fixed Income Trader & Portfolio Analyst at Brown Advisory

Brendan Miller

Principal, Fixed Income Trader & Portfolio Analyst
Brown Advisory

Greg Spyropoulos, Credit Trading at Acadian Asset Management

Greg Spyropoulos

Credit Trading
Acadian Asset Management

Andrew Peters, Managing Director, Head of Investment Consulting Group at New York Life Investments

Andrew Peters

Managing Director, Head of Investment Consulting Group
New York Life Investments

Richard Ose, Senior Portfolio Manager at Invesco

Richard Ose

Senior Portfolio Manager
Invesco

Connor Fitzgerald, Senior Managing Director at Wellington Management Company , LLP

Connor Fitzgerald

Senior Managing Director
Wellington Management Company , LLP

Brett Wilzbach, Director, Investments at Cannae Portfolio Advisors

Brett Wilzbach

Director, Investments
Cannae Portfolio Advisors

Jamie Anderson

Head of US Trading
Insight Investment

Keri Tusa

Global Head of Trading, Compliance & Operations Technology
Lazard Asset Management

Josh Rosenblum, Head of Quantitative Trading at Brownstone

Josh Rosenblum

Head of Quantitative Trading
Brownstone

Daniel Blonshteyn

Managing Director, US Head of Fixed Income Trading
J.P. Morgan Global Wealth Management

Alessio Muscara, Portfolio Manager at BlackRock

Alessio Muscara

Portfolio Manager
BlackRock

Ada Chin

Director, Senior Trader
Lazard Asset Management

Jonathan Murrell, Senior Portfolio Manager at Bank of America Private Bank

Jonathan Murrell

Senior Portfolio Manager
Bank of America Private Bank

Scott Zaleski, Head of US Multi-Sector Fixed Income at Insight Investment

Scott Zaleski

Head of US Multi-Sector Fixed Income
Insight Investment

Ben Harrison, SVP, Head of SMA & Muni Trading Technology at PIMCO

Ben Harrison

SVP, Head of SMA & Muni Trading Technology
PIMCO

Tim Every, Director of Asset Allocation & Research at Lockheed Martin Investment Management

Tim Every

Director of Asset Allocation & Research
Lockheed Martin Investment Management

Daniel Wu, Senior Quant Investment Strategist at Vanguard

Daniel Wu

Senior Quant Investment Strategist
Vanguard

Matthew Woods, MD, Head of Fixed Income Strategies Team at Wells Fargo Wealth Management

Matthew Woods

MD, Head of Fixed Income Strategies Team
Wells Fargo Wealth Management

Patricia Selim

Senior FX Trader
Vanguard

Eric Charron, Director, Global Investment Solutions at Liberty Mutual Investments

Eric Charron

Director, Global Investment Solutions
Liberty Mutual Investments

Steven Chan, Director, Head of Fixed Income Trading at Charles Schwab Asset Management

Steven Chan

Director, Head of Fixed Income Trading
Charles Schwab Asset Management

Kevin Breaux, Head of Fixed Income Quantitative Research at GMO

Kevin Breaux

Head of Fixed Income Quantitative Research
GMO

Marcin Zdunek, Managing Director, Head of Capital Markets & Portfolio Manage at F/m Investments

Marcin Zdunek

Managing Director, Head of Capital Markets & Portfolio Manage
F/m Investments

Steven Hung, Senior Portfolio Manager at Schwab Asset Management

Steven Hung

Senior Portfolio Manager
Schwab Asset Management

Brian Mandirola, Head of Trading at HIMCO

Brian Mandirola

Head of Trading
HIMCO

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

Ash Shetty

Senior Vice President, Portfolio Manager and Risk Strategist
PineBridge Investments

Miguel Cota, VP & Head Fixed Income Trader at American Century Investment Management

Miguel Cota

VP & Head Fixed Income Trader
American Century Investment Management

Jarred Sherman, Managing Director, Portfolio Manager at JP Morgan Asset Management

Jarred Sherman

Managing Director, Portfolio Manager
JP Morgan Asset Management

Matt Rowe, Managing Director, Portfolio Manager at MAN Group

Matt Rowe

Managing Director, Portfolio Manager
MAN Group

Alexandra Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management at TD Asset Management

Alexandra Gorewicz

Vice President & Director, Active Fixed Income Portfolio Management
TD Asset Management

Manju Boraiah, Global Head of Systematic Fixed Income and Custom SMA at Allspring Global Investments

Manju Boraiah

Global Head of Systematic Fixed Income and Custom SMA
Allspring Global Investments

Paul Hwang, Vice President - Municipal Trader at Payden & Rygel

Paul Hwang

Vice President - Municipal Trader
Payden & Rygel

Ernest Lang, Head of GA ALM Analytics at Transamerica

Ernest Lang

Head of GA ALM Analytics
Transamerica

Orhan Imer, Portfolio Manager at Fidelity Investments

Orhan Imer

Portfolio Manager
Fidelity Investments

Vineet Gupta, Managing Director - Head of Credit Analytics at BlackRock

Vineet Gupta

Managing Director - Head of Credit Analytics
BlackRock

Katie Stockton, Founder & Managing Partner at Fairlead Strategies

Katie Stockton

Founder & Managing Partner
Fairlead Strategies

Jefferson Monastoque, Director, Global Technology & Data at Barings

Jefferson Monastoque

Director, Global Technology & Data
Barings

Orit Mihaeli, MD, Head of Investment Platform Business Management at Voya Investment Management

Orit Mihaeli

MD, Head of Investment Platform Business Management
Voya Investment Management

Robert Simnick, Senior Fixed Income Trader at Invesco

Robert Simnick

Senior Fixed Income Trader
Invesco

Michael Delaney, Systematic Trading at Loomis, Sayles & Co

Michael Delaney

Systematic Trading
Loomis, Sayles & Co

Ryan Hook, Senior Portfolio Manager at Charles Schwab Asset Management

Ryan Hook

Senior Portfolio Manager
Charles Schwab Asset Management

Jeff Morton, Portfolio Manager at DWS Group

Jeff Morton

Portfolio Manager
DWS Group

Jim Palmieri, Managing Director & Senior Portfolio Manager at State Street Investment Management

Jim Palmieri

Managing Director & Senior Portfolio Manager
State Street Investment Management

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

Manan Mehta

Head of Quantitative Fixed Income Strategies
Northern Trust Asset Management

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

Steve Chylinski

Head of Fixed Income Trading
Eagle Asset Management

Luis Cota, Head of Quant Research Platform Technology at Fidelity

Luis Cota

Head of Quant Research Platform Technology
Fidelity

Meta Curry, Managing Director, Head of Insurance Strategy at State Street Investment Management

Meta Curry

Managing Director, Head of Insurance Strategy
State Street Investment Management

Geoffrey King

Trader, Global Fixed Income Trader
Lord, Abbett & Co.

Anatoly Nakum, Partner, Head of Portfolio Management and Trading at EPFC Capital Partners

Anatoly Nakum

Partner, Head of Portfolio Management and Trading
EPFC Capital Partners

Alexandre Cousineau, VP & Portfolio Manager, Global Fixed Income at Fiera Capital

Alexandre Cousineau

VP & Portfolio Manager, Global Fixed Income
Fiera Capital

Tom Melvin

Director NA Credit Trading
Invesco

Kyra Fecteau, Fixed Income Portfolio Manager at Wellington Management

Kyra Fecteau

Fixed Income Portfolio Manager
Wellington Management

Folu Abiona, Senior Vice President and Portfolio Manager at Stonebridge PMG Advisors

Folu Abiona

Senior Vice President and Portfolio Manager
Stonebridge PMG Advisors

Peter Yanulis, VP Portfolio Manager, Emerging Markets Debt at Loomis, Sayles & Co

Peter Yanulis

VP Portfolio Manager, Emerging Markets Debt
Loomis, Sayles & Co

Aristotel Kondili, Director, Senior Portfolio Manager, Local Markets Debt at Lazard Asset Management

Aristotel Kondili

Director, Senior Portfolio Manager, Local Markets Debt
Lazard Asset Management

Alvin Burgos

Senior Portfolio Manager
RGA Re

Oliver Faltin-Trager

Vice President, Fixed Income Science Research Team Lead
Wellington Management

Sell Side & Vendors Speakers

Tim Whipman, Head of Business Development at TransFICC

Tim Whipman

Head of Business Development
TransFICC

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

Jason Quinn

Chief Product Officer & Global Head of Sales
Trumid

Jim Kwiatkowski, CEO at LTX

Jim Kwiatkowski

CEO
LTX

AJ Cass, Managing Director at LTX

AJ Cass

Managing Director
LTX