Views from an Allocator: In this special keynote session and wide-ranging discussion, 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 the current market environment.

Gain insight into the latest trends, challenges and opportunities for portfolio managers and traders as fixed income continues its rapid modernization towards electronic platforms and technologies.

Featuring:

• Todd Bean, CFA, Head of US Traditional Cash Strategies, State Street Global Advisors

• Iseult Conlin, Managing Director, Head of U.S. Institutional Credit, Tradeweb

• Dan Eckstein, US Treasuries Sales Trader, Virtu Financial

• Katie Kolchin, CFA, Managing Director, Head of Research, SIFMA

• Moderator: Michael Smith, Director of Global Sales Strategy & Execution, LSEG

   

A conversation around current market trends, investment strategies, and regulation driving investor demand and ETF product design.

Featuring:

• Joyce Choi, Managing Director, Head of iShares Fixed Income Institutional Strategy, 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

   

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

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

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