Fixed Income Leaders USA 2024

June 12 - 14, 2024

Omni Boston Hotel at the Seaport

Maria Ma

Head of Fixed Income & International Equity Manager Selection & Portfolio Construction Lincoln Financial Group

Maria is a senior investment professional with 16 years of investment experience across fixed income and equity asset classes. She is responsible for the oversight of $50 billion fixed income and international equity fund. Maria generated solid performance track record across all strategies thanks to her expertise in manager research, manager oversight, and multi-manager portfolio construction.

Main Day 1 - June 13th

1:00 PM Asset Allocation Panel: Driving investment performance: How can you adapt your asset allocation strategies to tap into new yield trends and boost alpha?

**Chatham House Rules**


  • What is the new normal for portfolio managers in the current yield environment?  
  • How can you best recognize potential risks affecting your portfolio and best prepare for different scenarios?   
  • What tools do you have available to best deal with volatility and protect your portfolio against it? 
  • How do you prepare for different risk scenarios and handle the moment when one of those scenarios becomes reality?  
  • What are the pathways to making alpha and how do you select the right one from a portfolio management perspective? 

Main Day 2 - June 14th

2:30 PM DE&I Fireside Chat: Launching new DE&I initiatives: How can you meaningfully progress DE&I across fixed income markets to diversify skillsets, attract new talent and boost performance?

  • What initiatives have we seen make an impact and how are organizations measuring the success of their initiatives? 
  • How has hybrid working changed the way we implement DE&I initiatives and how has it changed the make-up of the wider industry?  
  • How are firms looking at intersectionality – across social diversity, race, age etc - and navigating generational shifts? 
  • How do you manage DE&I burnout and keep your workforce engaged?  
  • How do you attract and retain diverse talent and how do you overcome the current challenges of finding new talent? 


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

Download The Latest Agenda