LSEG Insight Series Boston

Fixed Income Investing in a Changing World:

Strategies for the Buy-Side

Wednesday, June 25th | 9:00am – 6:30pm

State Room, 60 State Street, Boston

View our program, and check back soon for the latest updates

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 Regional Sales, 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 CIO and Head of Fixed Income, TIAA

Damian Valentino, Head of Regional Sales, 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.

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 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

     

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

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.