The Invite-Only Forum for Heads of Fixed Income Trading at North America’s Leading Buy Side Firms
Fixed Income Leaders Connect USA is the Invite-Only Forum for Heads of Fixed Income Trading from North America Leading Buy Side Firms. We provide high-level networking through a VIP, closed-door experience, supplemented by pre-qualified 1-1 meetings with hand-picked solution providers.
In December 2023, over 2 days we brought together Heads of Fixed Income Trading from North America Leading Buy Side Firms to the luxury venue, The Grand Bohemian Hotel, Charlotte, NC! We hosted 25 engaging sessions to encourage benchmarking and learning from these senior peers. In addition, we offered 7 stand-alone 1-1 meeting slots; resulting in a total of 85 pre-qualified 30 minute meetings. Not just this, we also had networking experiences from our Entertainment-Bohemian Garden & Networking drinks to our Three-Course Gala Dinner!
Our senior attendees represented some of North America’s Leading Buy Side Firms, such as:
T.RowePrice, J.P Morgan Asset Management, Nuveen A TIAA Company, Federated Hermes, Morgan Stanley, Liberty Mutual Insurance, Legal & General, UBS
The audience breakdown at Fixed Income Leaders Connect USA 2023 read as follows:
View the full list of attendees here.
“We had a great time at the Fixed Income Leaders Summit USA Connect 2023 conference last week”. - LTX, A Broadridge Company, Sponsor of Fixed Income Leaders Connect USA
Our Buy Side Firms Investment Priority
The Heads of Fixed Income Trading that attended Fixed Income Leaders Connect USA 2023 were the top decision makers and budget holders who are actively seeking new solutions. All our attendees had a minimum assets under management of $5 million, with 41% of these having an asset under management of $60 billion+.
With the extensive profiling and marketing campaign that happens in the lead up to the event, you can guarantee that deals are made across the 2 days.
Here is a look at the solutions our Heads of Fixed Income Trading were looking to invest in, within the following 12 months:
An Unrivalled Speaker Faculty
Under Chatham House Rule, our 27 speakers hosted a mix of high-level strategic case studies and interactive discussions focused on the industries biggest growth priorities. Our audience were able to engage in high-level strategic case studies and interactive discussions to benchmark their new buy side-led initiatives plans.
Our packed agenda of 25 sessions covered pressing industry topics, from Liquidity and Data Evolution for a Competitive Edge & Evaluating your Trading Desk Tech Stack to Thriving In Future Markets & AI in Trading.
- Steven DiVittorio, Head of Trading, Barings
- Susan Joyce, Head of Muni Trading & FI Market Structure, AllianceBernstein
- Tim Gigliotti, Senior Managing Director and Head of Trading, Nuveen
- Eric Charron, Head of Trading, Liberty Mutual Investments
- Michael O’Brien, Global Head of Trading, Emerging Markets Debt, Artisan Partners
- Brian Mandirola, Head of Trading, HIMCO
- Mike Fang, Senior Portfolio Manager, Maryland State Retirement and Pension System
- Thomas Harte, Head of Fixed Income Strats, Morgan Stanley Investment Management
- Peter Baden, Chief Investment Officer, Genoa Asset Management
- Meta Curry, Independent Former Head of Trading, Genworth
These are just a handful of the brilliant speakers we heard from at Fixed Income Leaders Connect USA 2023.
Take a look at the full speaker line up and topics discussed by downloading our agenda here.
“I was very proud to participate and represent Avenue at the Fixed Income Leaders Summit (an invite-only roundtable forum with 50 heads of fixed income trading) during December 5-6 2023 at Charlotte, NC” - Rodrigo Paiva, Head of Fixed Income, Avenue
Social Media was Buzzing
There was a great buzz on social media whilst Fixed Income Leaders Connect USA was taking place. Here’s a look at some of our favourite posts on LinkedIn:
Abhishek Sinha, CEO & CIO at Nelumbium Capital – “We had a great couple of days at Fixed Income Leaders Summit, Charlotte 2023. I would like to thank my panel and round table for the thoughtful discussions and insights. Thanks Worldwide Business Research (WBR) Team for putting together such a great event!”
Ruggero De Rossi, Government Debt Advisor at U.S Department of the Treasury – “Excellent discussion, co-panelists and anonimous questions from the audience. Look forward to the Fixed Income Leaders Summit 2024.”
SAVE THE DATE
Fixed Income Leaders Connect USA 2024
Fixed Income Leaders Connect USA 2024 is already starting to take shape. Sponsorship opportunities are available now. If you want the chance to be introduced to your next client – get in touch with our team!
Get in touch here.