Fixed Income Forum

Fall Roundtable

Date - To be confirmed
Waldorf Astoria Chicago
Chicago
About

The Fixed Income Forum, Fall Roundtable is a day and a half Roundtable devoted to specific topical agendas. The Fall Roundtable generally focuses on current issues or on a particular area within the fixed income department. Attendance at these Roundtables is open to the senior delegate and or anyone on his/her team with an interest in the program. There is no “per-person” charge so member firms may send as many colleagues as they wish.

Topics
  • Credit’s Perspective on Developing an ESG Strategy
  • Engaging Men to Advance Women in The Workplace
  • Libor Reform, Liquidity and Market Structure
  • MiFID II: What it Means for The U.S. Fixed Income Buyside
  • Electronification of The Corporate Bond New Issue Process
  • Cybersecurity: Emerging Threats and Responses
  • ETF Liquidity and The Implications for The Broader Market
  • Innovative Uses of Fixed Income ETFs
  • Fixed Income ETFs—The Why’s and Why Not’s
  • How Market Structure & Technology Are Shaping Corporate Bond Liquidity
  • Spotlight on Fund Distribution and Global Flow Trends
Advisory Board

Curtis D. Ishii
Senior Investment Officer, Global Fixed Income
California Public Employees’ Retirement System

Dana M. Emery
Chief Executive Officer, President & Director of Fixed Income
Dodge & Cox

Thomas S. Dugan
Senior Vice President
Dodge & Cox

Karthik Ramanathan
Senior Vice President and Director of Bonds
Fidelity Investments

William O’Malley
Managing Principal
Income Research & Management

Jason Manske
Senior Managing Director
MetLife

Thomas Girard
Senior Managing Director
NYL Investors, LLC

Leslie Barbi
Senior Vice President, Investments
Northwestern Mutual Investment Management

Joseph P. Young
Vice President, Fixed Income Investments
State Farm Insurance Companies

Randy Brown
Chief Investment Officer
Sun Life Financial

Stephen C. Peacher
Executive Vice President & Chief Investment Officer
Sun Life Financial

Elizabeth Black
Senior Managing Director, Head of Public Markets
TIAA CREF investment Management

Gregory Davis
Principal, Global Head of Fixed Income, Investment Management Group
Vanguard

Matthew Abbott
Associate Director of Fixed Income
Wellington Management Co.