Fixed Income Leaders USA 2024

June 12 - 14, 2024

Omni Boston Hotel at the Seaport

Karishma Kaul

Head of Systematic Fixed Income Strategies Fidelity Asset Management

Karishma Kaul, CFA is the head of Systematic Fixed Income Strategies within the Quantitative Research and Investments division at Fidelity Investments. She and her team drive a quantitative research agenda, developing and running systematic strategies across Fixed Income. Prior to joining Fidelity, Karishma was a member of Blackrock’s Systematic Fixed Income where, as a Systematic Researcher she built various strategies across credit (HY/IG), Core/Core+, Munis and ESG. And as a Systematic Portfolio Manager was focused on generating alpha across investment grade credit mandates using systematic models. Prior to Blackrock, she worked at Barclays Capital and TD Securities building analytics and quantitative pricing models for vanilla and exotic interest rate derivatives. She has a Masters in Financial Engineering from Cornell University, is a CFA® charterholder and has been in the Financial Industry since 2008.

Main Day 1 - June 13th

5:00 PM 360 Perspective: Systematic FI: How can you take advantage of rules-based executing to respond to volatility and enhance liquidity?

  • What are the key considerations in designing rules-based execution protocols that effectively manage liquidity during turbulent market conditions?  
  • What metrics or indicators are commonly used to trigger automated trade executions? 
  • How is risk managed during volatile market phases? How do you automatically adjust portfolio exposure or asset allocation? 
  • Adaptive order types and scheduling algorithms: how do you dynamically adjust order sizes, timing, or execution venues based on real-time market data?

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

Download The Latest Agenda