Fixed Income Leaders Connect USA 2024
November 12 - 13, 2024
Omni New Haven Hotel at Yale | New Haven | Connecticut
Main Day 2 | 13th November
8:00 am - 9:00 am
Network & Nourish Breakfast
Start your day productively and deliciously at our breakfast networking break. Mingle with colleagues while enjoying a selection of fresh yogurts and wholesome granola, or take advantage of freshly prepared breakfast sandwiches. It's the perfect way to fuel your connections and conquer the morning.
9:00 am - 9:05 am
Welcome Address: Irene Cerquaglia, Editorial Director, FILS Connect
9:05 am - 9:10 am
Chairperson’s Opening Remarks
Michael Koegler -
Managing Principal,
Market Alpha Advisors
Market Temperature Checks
9:10 am - 9:50 am
Macro Keynote Interview: Macro outlook: How are rate hikes, inflation and widening geo-political tensions impacting global bond markets and how can you adapt execution and investment strategies for success?
Abhishek Sinha -
CEO & CIO,
Nelumbium Capital
Ash Shetty, CFA -
SVP, Portfolio Manager & Risk Specialist,
PineBridge Investments
Robert Daly -
Former Director of Fixed Income,
Glenmede
Robert Fink -
Head of Buy Side Relationships,
Coalition Greenwich
- How can you best grasp the economic implications of fed rate hikes and inflation to best adjust your trading and investment strategies?
- How can you best analyze interest rate changes to track significant shifts and understand their impact on daily investment decisions?
- How can you best understand Fed policy impacts on the fixed income market, risk-taking, and investment management?
- How can you best monitor mortgage rate effects on market delinquencies and household debt service payments?
- How can you best link productivity to inflation by understanding the relationship between higher productivity, inflation, and the risks associated with additional money creation?
9:50 am - 10:10 am
Private Credit Spotlight Panel: How is private credit disrupting alpha generation and complementing traditional fixed income allocations?
Andrew Peters -
Managing Director, Head of Investment Consulting Group,
New York Life Investments
Mike Fang -
Senior Portfolio Manager,
Maryland State Retirement and Pension System
Robert Fink -
Head of Buy Side Relationships,
Coalition Greenwich
- What is the impact of increased competition on transparency and what are the similarities to pre-crisis subprime lending?
- How are banks existing lending and creating opportunities for private credit?
- What are the asset liability considerations in private credit?
- Allocator perspectives: how can you use private credit to enhance core fixed income allocation and how are lines being blurred between public and private markets?
Andrew Peters
Managing Director, Head of Investment Consulting GroupNew York Life Investments
10:10 am - 10:40 am
Interview: AI Applications: How can buy side leverage AI to enable unlock unique investment opportunities and generate alpha for clients?
Andrew Dassori -
Chief Investment Officer,
Wavelength Capital Management
Sweta Singh -
Founding Partner and Portfolio Manager,
City Different Investments
Paul McCann -
Head of Credit Trading and Derivatives,
Liberty Mutual Investments
Michael Koegler -
Managing Principal,
Market Alpha Advisors
- How can you empower trading desks and investment teams with AI and ML to enhance decision-making capabilities for trading desks and investment teams?
- How can you better understand AI analytics techniques and governance implications for effective applications?
- How can you apply AI in trading and investment workflows by enhancing cost efficiency and speed?
- How can you implement ethical guidelines and robust data security measures in AI-driven investment processes?
- How can you balance human expertise with generative AI in investments to optimize investment processes and leverage their respective strengths?
Paul McCann
Head of Credit Trading and DerivativesLiberty Mutual Investments
10:40 am - 11:10 am
Buy Side Only Think Tank: Tech Integration: What are the optimal strategies for selecting, implementing, and maximizing user adoption of new EMS, OMS, and other technology platforms?
Keri Tusa -
Global Head of Investment Technology,
Lazard Asset Management
Ray Uy -
Head of Fixed Income Trading,
Invesco
11:00 am - 12:00 pm
Step Up to the Plate: Baseball Networking Break!
Take a swing at new connections! Join us for a baseball-themed networking break filled with ballpark favourites like hot dogs, pretzels, and peanuts. Mingle with fellow attendees, swap business cards like baseball cards, and hit a home run with new relationships. It's a grand slam opportunity to network in a fun and relaxed atmosphere!
10:40 am - 11:10 am
Buy Side Only Think Tank: Outsourced Trading: What criteria should you consider to assess whether outsourcing your trading activities across asset classes is the appropriate choice for your firm?
Mike Hewel -
Director of Trading,
Mercer Advisors
11:10 am - 11:40 am
Private Business Meetings
This time is reserved for you to benchmark solution providers.
11:40 am - 12:10 pm
Private Business Meetings
This time is reserved for you to benchmark solution providers.
Next Generation Trading Desks
12:00 pm - 12:30 pm
Panel Discussion: Talking Talent: How have your talent needs, and recruitment approaches evolved in response to the growing prevalence of cross-asset and data-driven trading desks?
Jim Switzer -
Global Head of Municipal Bond Trading,
AllianceBernstein
Robert Fink -
Head of Buy Side Relationships,
Coalition Greenwich
Tom Melvin -
Director NA Credit Trading,
Invesco
- How can you identify new talent needs with strong quantitative skills, programming expertise, and cross-asset trading knowledge?
- How can you adapt recruitment strategies to shift towards targeting candidates with experience in data analytics, machine learning, and algorithmic trading?
- How can you enhance training programs and develop comprehensive training programs focused on data science, advanced analytics, and cross-asset strategies?
- How can you foster a collaborative culture to encourage collaboration between traditional traders and data scientists to integrate diverse skill sets effectively?
- How can you leverage technology in recruitment and utilize AI-driven recruitment tools to identify and attract top talent with the desired skill sets for cross-asset and data-driven trading desks?
12:30 pm - 1:00 pm
Event roundup: How can we move the needle on critical buy side initiatives and execution priorities to enhance the untapped potential of fixed income as an asset class?
Michael Koegler -
Managing Principal,
Market Alpha Advisors
- How can you integrate cross-asset trading platforms and implement advanced trading platforms that support seamless integration across multiple asset classes?
- How can you ensure data interoperability and utilize standardized data protocols and APIs to enable smooth data exchange and integration across different trading systems?
- How can you leverage real-time analytics and deploy real-time analytics tools to provide comprehensive insights and support decision-making across various assets?
- How can you optimize risk management and integrate robust risk management frameworks that account for the complexities of multi-asset trading environments?
- How can you enhance trading execution and employ smart order routing and algorithmic trading strategies to achieve optimal execution across diverse asset classes?
1:00 pm - 2:00 pm
Embark on a Mediterranean Escape: Lunchtime Delights Await
Take a delicious journey to the sun-drenched shores of the Mediterranean with our delectable lunch spread. Fresh flavors and vibrant ingredients come together to create a delightful and satisfying experience. Indulge in slow-Braised 72-Hour Short Ribs, Turmeric-Roasted Chicken Thighs, Shrimp Tabbouleh along with many delicious sides. The perfect way to finish off your experience at FILS Connect.
1:00 pm - 2:00 pm
10 Years of FILS Lunch – By Invitation Only