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Fixed Income Leaders Summit 2017 (WBR)

Event Promotions by New York Events List

Tuesday, May 16, 2017 at 9:00 AM - Thursday, May 18, 2017 at 5:00 PM (EDT)

Fixed Income Leaders Summit 2017 (WBR)

Ticket Information

Ticket Type Sales End Price Fee Quantity
Main Conference - Sell Side (Register by Jan 20, 2017)   more info Ended $1,599.00 $0.00
Main Conference - Sell Side (After Jan 20, 2017)   more info May 9, 2017 $2,249.00 $0.00
Main Conference - Tech Vendors (Register by Feb 24, 2017)   more info Ended $2,199.00 $0.00
Main Conference - Tech Vendors (After Feb 24, 2017)   more info May 9, 2017 $2,599.00 $0.00

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Event Details

Learn From The Best To Build A World Class Fixed Income Business

Are you eager to adapt your trading and portfolio management business to flourish in today’s rapidly evolving fixed income landscape?

If so, then secure your place at the Fixed Income Leaders Summit. Only here you will rub shoulders with 250+ fixed income heads from leading buy side companies. All sharing their first-hand experiences on the do’s and don’ts of successfully enhancing your fixed income trading and portfolio management performance.

With 500+ leaders from the full fixed income value chain- regulators, buy and sell side, trading platforms, and technology partners- all exclusively in one place at one time, this is the must-attend meeting place to shape the future of your industry.

If you're serious about building a winning fixed income desk, then don't miss this opportunity to benchmark your people, processes and technology with those leading the way

 

****** 2017 Speakers*******

 Zachary Ellison
 Zachary Ellison  
Director, US Public Fixed Income 
Sunlife Investment Management

Zack Ellison is a Director in U.S. PublicFixed Income and a corporate credit trader at Sun Life Investment Management,whose teams manage over $100 billion in assets for the Sun Life Financial groupof companies. Sun Life Investment Management designs and delivers investmentsolutions for liability-based institutional investors based on itslong-standing experience in liability-driven investing and alternative,yield-driven asset classes. Prior to joining Sun Life Investment Management,Zack lived in New York and worked at Deutsche Bank as a sell-side traderfocused on crossover credits, hybrid securities and preferred stock. He alsoworked at Scotia Capital as a corporate banker and leveraged loan analystthroughout the Global Credit Crisis.



 Sam Priyadarshi

 Sam Priyadarshi  
Head of Fixed Income Derivatives 
Vanguard
Samis a senior investment professional with in-depth experience in derivatives,risk management, structured transactions and alternative investments. Deepknowledge of fixed income and derivatives markets and several years ofexperience leading teams responsible for trading, researching strategies, andgenerating alpha. Highly proficient in hedging with rates, credit, equity andFX derivatives. Skilled in developing derivatives strategies and quantitativeanalysis involving futures, swaps, swaptions, CDS, equity options, andstructured notes. Extensive technical skills and experience in creating tradingand risk management platforms. Expertise in fixed income portfolio analytics,CDO and structured credit analytics, asset-liability management, portfoliooptimization, and alternative investments research. Strong knowledge ofinsurance GAAP, SAP, RBC and RSAT. Deep relationships with investment banks,insurance companies, asset managers, law firms, hedge funds, and accountingfirms.
 


Dwayne Middleton
 Dwayne Middleton  
Executive Director, Head of US Fixed Income Trading 
Morgan Stanley Investment Management

Dwayne is Head of US Fixed Income Tradingin Long Only Asset Management. He joined Morgan Stanley in 2009 and has 21years of investment experience. Prior to joining the firm, Dwayne spent nineyears with JPMorgan Asset Management as a senior portfolio manager. Mostrecently, he was head of Investment Grade Credit Strategy leading portfolioconstruction, sector allocation, trading and credit research. Previously,Dwayne served as portfolio manager with Criterion Investment Managementspecializing in the corporate bond sector. Dwayne received a B.A. in economicsfrom the University of Maryland and an M.B.A from Northeastern University. Heholds the Chartered Financial Analyst designation and is a member of the NewYork Society of Securities Analysts.



 Jim Switzer
 Jim Switzer  
Head of Credit Trading 
Alliance Bernstein

James Switzer joined AllianceBernstein in 2011 as global Head of Credit Trading, overseeing both investment-grade and high-yield credit trading. Previously, he was a managing director at Société Générale, where he managed the Financial Institutions Credit Trading Desk, and at BNP Paribas, where he managed the Investment Grade Trading Desk from 2000 to 2002. Switzer also formerly served as a sector portfolio manager/trader at UBS Principal Finance (from 2002 to 2005) and at Sigma Capital (from 2005 to 2008). Earlier in his career, he worked at Paine Webber and Co.; Kidder, Peabody & Co.; and Alex. Brown & Sons. Switzer holds a BA in biology from Colgate University.



Mike Nappi  
Vice President, Investment Grade Corporate Bond Trading 
Eaton Vance

Alex Sedgwick
 
 Alex Sedgwick  
Vice President, Fixed Income Market Structure 
T. Rowe Price

Alex Sedgwick is a market structure analyst in Fixed Income Trading at T. Rowe Price. Mr. Sedgwick is responsible for performing custom research and analysis pertaining to market structure, liquidity, and trade cost/execution analysis across the various fixed income sectors. He is a vice president of T. Rowe Price Associates, Inc. Mr. Sedgwick has 14 years of investment experience, one of which has been at T. Rowe Price. Prior to joining the firm in 2014, he spent eight years at MarketAxess Corp. in New York, where he was most recently head of research.



JP Morgan Private Bank

David Saab  

Managing Director 
JP Morgan Private Bank

He is the global head of fixed income and absolute return funds This is including 40act and UCITS vehicles. Prior to joining J.P. Morgan in 2011, he was working as a Portfolio Manager at Banque Privee Edmond de Rothschild. He headed their Fixed Income and Absolute Return fund research as well as their broader multi-manager team, developing expertise in High Yield, Leveraged Loans and Emerging Markets debt David was a member of the investment committee at BPERE and had built tailored asset allocation solutions for high net worth clients. He started his career at J.P. Morgan where he worked on the Masterswap desk. David holds a master’s degree in Finance from Audencia Nantes Business School and has attended the MBA program of Georgia State University in Atlanta, GA


Michael O'BrienEaton Vance
Michael O'Brien  
Director of Global Trading 
Eaton Vance

Viewed as an industry pioneer, Michael oversees a global trading team operating 24 hours per day responsible for the execution of long and short trades in over seventy-five markets. They also gathering intelligence on new instruments including hard currency and local currency debt. Having successfully steered Eaton Vance’s FX trading desk trough choppy waters in 2015, Michael will be outlining what trends he sees driving FX markets forward and how you can successfully capitalize on these in 2016.



Anthony CuccionataCapital Advisors Group
Anthony Cuccionata  
Head of Trading 
Capital Advisors Group
 

Liberty Mutual Group
Eric Charron  
Director of Trading 
Liberty Mutual Group
 
Henley Smith 
Henley Smith  
Senior Vice President 
Vanderbilt Asset Management

Henley Smith currently serves as Senior Vice President with primaryresponsibility of relationship management and business development through theintroduction of individual, family office and selective institutional clientsto Vanderbilt Avenue Asset Management’s suite of solutions in cash and short-durationfixed income investments and related market strategies.  He also offers clients a wealth of insightand experience through the conservative construction of limited-duration investmentportfolios that enhances return, liquidity and principal safety. 

Before joining Vanderbilt, Henley served as Senior Director–Investment in Oppenheimer& Co Inc.’s Private Client/Wealth Management Division focused on liquidalternative investment products.  Henleyalso served as Chief Investment Officer of Commonwealth Asset Management LLC,which is part of the Gabelli Family Office Investment Platform.  Before Commonwealth, he completed a 20 yearassociation with GAMCO Investors where he served as CIO of Gabelli Fixed IncomeLLC from that firm’s inception in 1987.

Henley joined Vanderbilt with the expectation of sharing this experience andknowledge by making use of a similar business model that highlights hislong-term track of market success and portfolio innovation. Vanderbilt’s commitmentto a client focused, safe harbor investment model is a perfect match with hishistorical portfolio mandates and further complements his efforts to assist inelevating the firm’s brand.

A regular guest on Bloomberg TV and Radio and a participant in numerousinvestment forums, Henley is frequently cited in industry publications in whichhe characteristically champions a risk-averse, straightforward, and understandable market strategy in support of thoseinvestors working toward achieving similar investment objectives. Henleygraduated from St. Lawrence University with a Bachelor of Science degree ineconomics. He currently holds The General Securities Representative License(Series 7), the Uniform Securities Agent State Law Exam (Series 63), and theUniform Investment Adviser Law Exam (Series 65).  


Alvin BurgosDeutsche Asset Management
Alvin Burgos  
Head of US Fixed Income Trading 
Deutsche Asset Management

 
Greg HellerMFS Investment Management
Greg Heller  
Director of Global Fixed Income Trading 
MFS Investment Management

Gregory C. Heller, CFA, is an investment officer and director of Global Fixed Income Trading at MFS Investment Management® (MFS®). He is based in Boston. He is a member of the MFS Global Fixed Income Management Team and serves on the firm's Investment Management Committee. 
Greg joined MFS in 2002 as a municipal fixed income trader. He was named an associate director of fixed income trading in 2006 and assumed his current responsibilities in 2007. He began his career in the financial services industry in 1991 at Eaton Vance, where he held several investment and trading positions over an 11 year period. 
Greg earned a bachelor's degree from George Washington University and holds the Chartered Financial Analyst (CFA) designation.

 
Hicham HajhamouAQR Capital Management
Hicham Hajhamou  
Vice President 
AQR Capital Management

Hicham Hajhamou is currently the head of Rates and FX trading at quantitative hedge fund AQR. Hicham has more than 17 years’ experience in financial markets. He started his career at Lehman brothers and held several senior trading position at other investment banks. He is a global macro and market structure specialist with experience in both OTC and e-trading, discretionary and systematic strategies. His interests are in factor investing, technology solutions for trading and global macro dynamics. Mr Hajhamou holds a master in mathematical finance from Columbia University and a master in financial markets and risk management from University of Paris Dauphine.


James WallinAlliance Bernstein
James Wallin  
Senior Vice President, Fixed Income 
Alliance Bernstein

James Wallin is a Senior Vice President in AllianceBernstein’s Fixed Income group. Prior to joining AllianceBernstein, Wallin was at Morgan Stanley Investment Management, Evergreen Asset Management Corp. as Senior Counsel and Yamaichi Capital Management Inc., where he served as General Counsel and Chief Administrative Officer. Prior to working at Morgan Stanley, Wallin also worked in the legal department of The Dreyfus Corporation and with the law firm of Cole and Dietz. He also had been with Alliance Capital previously, from 1982 to 1986. He is a member of the New York Bar and a solicitor of the Senior Courts of England and Wales.


Adam PurzitskyOld Mutual Global Investors
Adam Purzitsky  
Co-Head, Global Rates Team 
Old Mutual Global Investors

Ed BoyleAmerican Century Investments
Ed Boyle  
Global Macro Portfolio Manager 
American Century Investments
 
 Joseph CasteluccioCG Capital Markets
Joseph Casteluccio  
President of Capital Markets and Head of Trading 
CG Capital Markets

Mr. Castelluccio has over 40 years of Wall Street experience. His Wall Street career began in the OTC market place but that was short lived when he was introduced to the fixed income markets and he never looked back. He is currently President of Capital Markets and Head of Trading at CG Capital Markets in NYC. CG Capital Markets also has offices in Boca Raton Fla. and Red Bank N.J. Mr. Castelluccio specializes in creating and trading bonds linked to the yield curve, various indices , equities, currencies and commodities. He focuses on investor solutions, portfolio allocations and markets strategies. Prior to joining CG Capital Markets, Mr. Castelluccio was Managing Director and co-head of the fixed income group at PrinceRidge LLCPrior to joining PrinceRidge LLC Mr. Castelluccio was Senior Vice President of Fixed Income Sales and Trading at Inter-Capital Securities with trading responsibility for middle market institutional accounts. Before joining Inter-Capital, Mr. Castelluccio spent the majority of his career at Prudential Securities, most recently as Senior Vice President of corporate bond trading where he managed the corporate bond trading desk for the firm’s retail and institutional accounts. Mr. Castelluccio is a former president (1984-1985) of the Corporate Bond Traders Club of New York. He recently published “ The Investor’s Survival Guide” a basic training for all investors. He is a graduate of the College of Staten Island in NYC and is a proud veteran of the United States Marine Corps.

 
Erik VynickerAlliance Bernstein
Erik Vynicker  
Former CIO 
Alliance Bernstein

Hartfield, Titus and Donnelly 
Chris Ferreri  
Chief Operating Officer 
Hartfield, Titus and Donnelly
 
 
Michael Kogler
Michael Kogler  
Senior Executive and Relationship Manager 
Milepost Capital Management


Sun Trading
Jon Herrick  
Managing Director 
Sun Trading

John Bird Tixall Global Advisors
John Bird  
Partner 
Tixall Global Advisors


 
Tim Gallagher  
CEO 
Sympatico Fund


 
Peter Fusaro
Peter Fusaro  
Chairman 
Global Change Associates


Tixall Global Advisors
Paul Aston  
Partner 
Tixall Global Advisors

 
Leslie VanderVeenMutual of Omaha
Leslie VanderVeen  
Director, Public Bond Portfolio Management 
Mutual of Omaha

Rick HarperWisdomtree Asset Management

Rick Harper  
Head of Fixed Income and Currency 
Wisdomtree Asset Management

Rick Harper serves as the Head of Fixed Income and Currency for WisdomTree Asset Management, where he oversees fixed income and currency products developed through our collaborations with the BNY Mellon Corporation and Western Asset Management. Rick has over 19 years investment experience in strategy and portfolio management positions at prominent investment firms. Prior to joining WisdomTree in 2007, Rick held senior level strategist roles with RBC Dain Rauscher, Bank One Capital Markets, ETF Advisors, and Nuveen Investments. At ETF Advisors, he was also the portfolio manager for some of the early fixed income exchange-traded funds. His research has been featured in leading periodicals including the Journal of Portfolio Management and the Journal of Indexes. He is a graduate of Emory University and earned his MBA at Indiana University.


Marc ChandlerBrown Brothers Harriman
Marc Chandler  
Head of FX Strategy 
Brown Brothers Harriman
Marc Chandler has 30 years of experience in the FX market, starting his current role at BBH in 2005 as Global Head Of Currency Strategy. His current research projects include global imbalance and the relationship between savings, investment and growth. Marc is often called upon to provide macro-economic expertise on CNBC and Bloomberg amongst other media.

 
Earl DavisOntario Teachers Pension Plan
Earl Davis  
Portfolio manager, FICC 
Ontario Teachers Pension Plan
 Erik TumaszWellington Management

Erik Tumasz  
Managing Director, Fixed Income Trading Technology 
Wellington Management
Erik is the manager of the Fixed Income Trading Applications Team. Erik and his team ensure products, specifically the Global Trading System Fixed Income, are developed and enhanced in line with trading objectives and industry best practices. Erik provides functional leadership, driving product design while ensuring that WMC products are compelling and demonstrate value to the traders.  His proprietary applications are used to trade in the US, London, and Asia.


Edward Boyle
Edward Boyle  
Global Macro Portfolio Manager 
American Century Investments

Jarred Sherman JP Morgan Asset Management
Jarred Sherman  
Managing Director, Fixed Income Portfolio Manager 
JP Morgan Asset Management

Jarred A. Sherman, managing director, is a portfolio manager for the Absolute Return and Opportunistic Fixed Income Team at J.P. Morgan Asset Management. Prior to taking on this role, Jarred was a lead portfolio manager responsible for the strategy development and management of the enhanced cash and short duration portfolios within the U.S Fixed Income Group. An employee since 1999, Jarred has also served as an investment analyst within the Short Term Fixed Income Product Group. Jarred holds a B.A. in economics from the University of Pennsylvania and an M.B.A. from Columbia University. He is also a CFA charterholder.



Michael Buchanan  

Head of Global Credit 
Western Asset Management Company


Robert Kissell  
President 
Kissell Research

 
Chris White
Chris White  
CEO 
ViableMKTS
 

Kevin McPartland
Kevin McPartland  
Head of Market Structure Research 
Greenwich Associates

Kevin McPartland is the head of the Greenwich Associates Market Structure and Technology practice. He has 15 years of capital markets industry experience with deep regulatory and technology expertise in fixed income, FX, and equity markets. Kevin has presented at a wide range of industry conferences and is quoted regularly in the financial media including The Economist, Wall Street Journal, NY Times, Financial Times, and numerous other industry publications. He has also provided live and taped commentary for CNBC, National Public Radio, Bloomberg TV and Reuters TV.


Greenwich Associates
Dan Connell  
Managing Director 
Greenwich Associates
 Covington and Burling
Stephen Humenik  
Of Counsel 
Covington and Burling
Sol Steinberg
 
Sol Steinberg  
Founding Principal 
PRIMA

 Brad BaileyCelent
 
Brad Bailey  
Research Director, Capital Markets 
Celent

Brad is a research director with Celent's Securities and Investments practice, and is based in the firm's New York office. He is an expert in electronic trading of equities, foreign exchange derivatives, credit, rates, and futures. His research focus is on emerging technology and trading technology across asset classes. Brad has more than 20 years of Wall Street industry experience in trading, technology, sales, strategy, analysis, and consulting. A noted thought leader, he is quoted in the industry and general press, including: WSJ, Financial Times, Bloomberg Business Week, &Forbes, as well as radio and TV. Brad will be chairing the Platform Evaluation Day on the 13th September.

 
Joe RosenManhatten College
 Joe Rosen  
Professor of Management 
Manhatten College
Joe Rosen is an electronic trading industry veteran with 25 years experience as an exchange executive, adviser, Chief Information Officer & Quant, author, lecturer, as well as developer and marketer of electronic trading systems. Prior to incorporating RKA Inc. in 2006, he was Managing Director, Trading Technology/Head of Technology Marketing at the New York Stock Exchange, where he developed, coordinated and executed Exchange-wide initiatives - targeted at major sources of order flow and connectivity - to promote NYSE’s trading/technology products. Previously, he was a partner for ten years at financial technology consultancy Enterprise Technology Corp., where he served as a ‘C-Level’ strategic planning/technology consultant, built/deployed bespoke trading systems for a broad cross-section of international financial institutions, including global money managers, securities firms and market centers, and was also responsible for business development. 
 
Rich WinterBGC Partners
Rich Winter  
Senior Managing Director 
BGC Partners
Mr. Winter joined BGC Partners - Powered by FENICS in Q1 of 2015 to build and lead it's Global Sales team. He is responsible for bringing the market's need for transparent pricing and seamless execution to BGC Partner's global, multi-channel pools of liquidity as accessed via FENICS, the engine which powers that liquidity.

Prior to joining BGCP, he was most recently the Global Head of Hedge Fund Sales and Client Development at the CME Group where he oversaw their successful entry into the cleared interest rate swap market for the Buyside. He also spearheaded internationalization at the exchange, significantly growing their client-facing presence in London, Hong Kong and Singapore. During his tenure at the CME, the exchange significantly grew it's percentage of electronically executed contracts as he focused on technology and the evolving demand for robust connectivity across platforms and technologically savvy market participants.

During his 25-year career in Finance, Mr. Winter has also held management and front office positions at Merrill Lynch, D. E. Shaw & Co., and KBC Financial Products.

IPREO
Herb Werth  
Managing Director 
IPREO

Neal RaynerFormerly Aberdeen Asset Management

Neal Rayner  
Independent Expert 
Formerly Aberdeen Asset Management


Speakers

Zack Ellison

Director, US Public Fixed Income, Sun Life Investment Management


Sam Priyadarshi

Head of Fixed Income Derivatives, Vanguard


Dwayne Middleton

Head of US Fixed Income Trading, Morgan Stanley Investment Management


Jim Switzer

Global Head of Credit Trading, Alliance Bernstein

Mike Nappi

Vice President, Investment Grade Corporate Bond Trading, Eaton Vance

Who is eligible for a complimentary buy side pass:

Buy side’ firms are any end user client who have AUM on their books and do not have any trading clients – so buy side firms are asset managers, hedge funds, mutual funds, insurance companies, pension funds, CTAs and corporates.

Any firm that have trading clients of their own- sell side tier 1, 2 and 2 banks, broker dealers, Non-bank market makers, prime brokers, prime of primes, technology providers, platforms and venues- do not fall into the definition of a ‘buy side’ firm.

Fixed Income US 2016 Highlights


 Kiran Kang, BGC Global - Fixed Income US 2016

Top 3 Reasons To Attend:
Inspiration. Leadership. Relationships.

Be inspired by 50+ buy side heads of trading and portfolio management speaking in 2016 - each sharing their experiences on how you can adapt to the rapidly evolving fixed income landscape.

 
 
5 Star Content.

With an agenda built for the buy side, find solutions to you biggest fixed income challenges in 2016. Be sure to leave no stone unturned with 40+ interactive case studies, panel discussions, workshops and roundtables over 3 days.

You’re In Great Company.

With more buy side heads of fixed income in attendance than at any other event, this is your chance to develop new relationships and nurture existing ones, professionally in new and exciting ways.


“The organisation, quality of the debates panels, and the level of the audience was very high: The debates were constructive and attendees were sharing, which was a great thing, also the number of attendees was the perfect. I would be delighted to participate next year!”

-Christophe Bourgeois, Head of Credit Dealing, BNP Paribas Dealing Services speaking after the launch of the Fixed Income Leaders Summit 2014

 

NO REFUNDS ON REGISTRATIONS ALLOWED

NO TRANSFER ON REGISTRATIONS ALLOWED

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When & Where


The Westin Copley Place, Boston
10 Huntington Avenue
Boston, MA 02116

Tuesday, May 16, 2017 at 9:00 AM - Thursday, May 18, 2017 at 5:00 PM (EDT)


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