LSEG Insight Series Boston
Fixed Income Investing in a Changing World:
Wednesday, June 25th | 9:00am – 6:30pm
State Room, 60 State Street, Boston
View our program
Morning session
9:00 – 9:50am
Registration and breakfast
Check in for the day and enjoy a light breakfast while networking with peers
9:50 – 9:55am
Welcome and opening remarks
Damian Valentino, Head of Sales, Data and Analytics, Americas, LSEG
9:55 – 10:25am
Keynote with Wen-Fu Wu, Deputy Chief Investment Officer and Head of Fixed Income at TIAA
Views from an Allocator: In this special keynote session, LSEG’s Damian Valentino speaks with TIAA’s Wen-Fu Wu, Deputy CIO and Head of Fixed Income, about his approach to portfolio investment and how TIAA is adapting its investment strategy in today's market environment.
From the current geopolitical climate to AI, fixed income volatility and more, this wide-ranging discussion will give you an insider's look into how today's leaders are managing risk and optimizing for returns amidst global uncertainty.
Featuring:
Wen-Fu Wu, Deputy Chief Investment Officer and Head of Fixed Income at TIAA
Damian Valentino, Head of Sales, Data and Analytics, Americas, LSEG
10:25 – 11:05am
Electronification of fixed income markets
How has the shift toward electronic platforms impacted fixed income markets? And what are the latest opportunities and challenges facing portfolio managers and traders navigating fixed income trading during market volatility?
This panel will explore the effect of April’s tariff announcements on trading flows, analyze recent trade volumes, unpack the latest corporate, treasury and repo data, and look ahead to how firms are positioning themselves for the continued evolution of fixed income markets – including the adoption of blockchain technologies.
Featuring:
Todd Bean, CFA, Head of US Traditional Cash Strategies, State Street Global Advisors
Iseult Conlin, Managing Director, Head of US Institutional Credit, Tradeweb
Dan Eckstein, US Treasuries Sales Trader, Virtu Financial
Katie Kolchin, CFA, Managing Director, Head of Research, SIFMA
Moderator: Mike Smith, Global Director of Sales Strategy & Execution for Buyside Workflows, LSEG
11:05 – 11:20am
Coffee and networking break
11:20 – 11:50am
Fireside chat with Indrani De, Global Head of Investment Research at FTSE Russell
How is economic uncertainty changing established market patterns? In an exclusive fireside chat, Indrani De, Global Head of Investment Research at FTSE Russell, will preview her latest research into how the rise of trade tensions has impacted the global macroeconomic picture.
From country rotation to structural shifts in asset allocation, she'll share the latest macroeconomic insights and offer a glimpse into the asset allocation opportunities that lie ahead despite challenging macroeconomic conditions.
Featuring:
Indrani De, Global Head of Investment Research at FTSE Russell
Jack Fischer, Product Development & Market Research, Fixed Income & Convertibles, FTSE Russell
11:50am – 12:35pm
Exploring the latest fixed income market trends, investment strategies, and regulations
FTSE Russell’s Jack Fischer hosts a conversation around current market trends, investment strategies, and regulation driving investor demand and ETF product design.
Learn more about the latest regulatory updates and what they mean for fixed income markets, then dive deeper into the core fixed income sectors and strategies that offer advantages. To conclude this session, panelists will discuss the latest product innovations and how to best navigate what comes next.
Featuring:
Joyce Choi, Managing Director, Head of Institutional Product Strategy, Fixed Income ETFs, BlackRock
Alessio de Longis, CFA, Head of Asset Allocation and Senior Portfolio Manager, Invesco
Chip Thresher, Director, Government Relations & Regulatory Strategy, LSEG
Moderator: Jack Fischer, Product Development & Market Research, Fixed Income & Convertibles, FTSE Russell
Afternoon session
12:35 – 2:00pm
Lunch and networking break
Enjoy a leisurely lunch and view LSEG’s range of fixed income solutions at our demo booths
2:00 – 2:40pm
Panel: Exploring the quantitative evolution of fixed income
From GenAI to the data arms race, how are cutting-edge technologies reshaping the quest for alpha – and have they delivered on their promise to-date? Plus, how does market volatility and global uncertainty impact a quant’s reliance on predictive models? We’ll unpack these questions and more during an exploration of quantitative applications in today’s fixed income environment.
Featuring:
Jiho Han, Managing Director, Fixed Income Quant, State Street
Luca Mertens, Quantitative Researcher, Systematic Fixed Income Strategies, Fidelity
Adriano Taylor-Escribano, Managing Director, Portfolio Manager, Jennison Associates
Moderator: Jake Katz, Head of Analytics Research, LSEG
2:40 – 3:20pm
Panel: MBS market outlook
This session will explore the latest updates to the MBS market, analyzing performance to-date and the impact of modelling on valuations. We’ll also explore the fate of GSEs and whether the outlook for the agency market will change as we head into the second half of 2025.
Featuring:
Mark Bress, Managing Director, Head Of Securitized Products Trading, Jennison Associates
Eddy Vataru, CFA, Head of MBS, Office of CIO, State Street
Moderator: Don Ojo, Senior Valuations Lead, Securitized Products, LSEG
Jake Katz, Head of Analytics Research, LSEG
3:20 – 3:35pm
Coffee and networking break
3:35 – 4:15pm
Panel: Trends in corporate and private credit
Featuring:
John Doherty, Head of CLO & Private Credit, State Street
Ted Basta, Executive Vice President of Market Analytics and Investor Strategy, LSTA
Shankar Ramakrishnan, Credit journalist, Reuters
Moderator: Tim Sifert, US Bond Reporter, IFR
4:15 – 4:20pm
Closing remarks
4:20 – 6:30pm
Evening reception
Enjoy a post-event reception with live music, appetizers and drinks, along with stunning views of the Boston Harbor. Network with colleagues and peers, and stop by our LSEG demo stations to learn more about LSEG's fixed income solutions.