Fixed Income Forum

Senior Delegates Roundtable

Jul 11th - Jul 14th 2018
Four Seasons, The Biltmore Santa Barbara
Santa Barbara, CA
About

This is the premier gathering of the year and attendance is restricted to what we refer to as “the Senior Delegate”. The Senior Delegate is the person at the member firm who has overall responsibility for their firm’s fixed income effort and represents the firm on the membership list and in the membership directory. The Annual is a 2-day meeting which focuses on issues and challenges facing those who run the fixed income business at their firms. It deals with topics like compensation, profitability, relevance to the overall business, relationships with the Street, operational benchmarking, team structure and best managerial practices. While the programs themselves are extremely interesting and informative, the conversations between members throughout the meeting are equally important, as they provide rare insight and intelligence on any number of issues related to the fixed income buyside from practitioner to practitioner.

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.