June 09 - 11, 2025
Omni Shoreham Hotel in Washington DC
Katie joined Morningstar Indexes in November 2020 and is responsible for managing the Fixed Income and Multi-Asset Index product suites, including the Morningstar LSTA Leveraged Loan Index series. Prior to joining Morningstar, Katie has held a wide array of roles within the financial services and insurance industry including strategy, regional management, and asset management. From 2015 – 2019 Katie worked at MetLife with assignments in Hong Kong and New York City. While based in Hong Kong with MetLife’s Investments division, Katie was the lead fixed income portfolio manager responsible for MetLife’s insurance business in Australia. Katie has also held roles in finance and strategy at McDonald’s Corporation, The United States Department of Treasury, and Deloitte. She obtained her MBA from Duke University’s Fuqua School of Business and Bachelor’s of Science in Accounting from Miami University of Ohio.
Check out the incredible speaker line-up to see who will be joining Katie.
Download The Latest Agenda