12:00 PM – 1:00 PM

EVENT REGISTRATION & LUNCH

1:00 PM –1:05 PM

OPENING REMARKS

Cameron Drinkwater, Chief Product Officer,
S&P Dow Jones Indices

1:05 PM – 1:25 PM

KEYNOTE ADDRESS

Paul Gruenwald, Global Chief Economist, S&P Global Ratings

1:25 PM – 2:10 PM

EVOLUTION OF THE FIXED INCOME ECOSYSTEM

The fixed income ecosystem continues to evolve, offering investors increasingly sophisticated and targeted ways to access credit and bond markets.

Moderator: Nicholas Godec, Head of Fixed Income Tradables, S&P Dow Jones Indices

Panelists:

• Theodore Frelinghuysen, Executive Director, Head of North America Macro Credit Trading, J.P. Morgan
• Steve Laipply, Managing Director, Global Co-Head of iShares Fixed Income ETFs, BlackRock
• Jigar Patel, Director, Macro Credit and Credit Derivatives Strategy, Barclays
• Derek Du, Manager of Risk Management and Strategic Partnership, Verizon Investment Management Corp.

2:10 PM – 2:45 PM

CREDIT VOLATILITY: APPLICATIONS IN RISK MANAGEMENT

Industry practitioners discuss how fixed income benchmarks are used to measure and manage risk, price derivatives, and hedge against market volatility.

Moderator: Jennifer Schnabl, Director, Fixed Income Product Management, S&P Dow Jones Indices

Panelists:

• Dennis O’Callahan, Vice President of Product Development, Cboe Labs, Cboe Global Markets
• Samuel Page, Head of Macro Credit Trading, Citi
• Jing Wang, Portfolio Manager & Managing Director, Verition Fund Management

2:45 PM – 3:00 PM

NETWORKING BREAK

3:00 PM – 3:45 PM

FIXED INCOME ETFS AND MODERN PORTFOLIO MANANGEMENT

An in-depth look into the current role of fixed income ETFs in portfolio management, including the latest trends in institutional usage, model portfolios and the increasing importance of ETFs to fixed income infrastructure and trading including through activities such as portfolio trading.

Moderator: Smadar Shulman, Head of Fixed Income Indices, EMEA, S&P Dow Jones Indices

Panelists:

• Phil Cichlar, Institutional Sales & Trading, Fixed Income Specialist, Jane Street
• Paul Glezer, Global Head of Portfolio Trading,
  J.P. Morgan
• Josh Penzner, CFA, Managing Director, US Head of Institutional iShares Bond ETFs, BlackRock
• Meredith Shaw, Head of Fixed Income ETF & Credit Electronic Strategy, Morgan Stanley

3:45 PM – 4:30 PM

BEYOND TRADITIONAL FIXED INCOME

In an environment of rising interest rates and inflation concerns, hear where some portfolio managers are seeking investment opportunities outside traditional core bond asset classes.

Moderator: Randolf Tantzscher, Head of APAC Fixed Income Product Management, S&P Dow Jones Indices

Panelists:

• William Ahmuty, Head of SPDR ETF Fixed Income Group, State Street Global Advisors
• Rodrigo Navarro, Vice President and Portfolio Manager, PGIM
• Salman Zaidi, Head of Asset Manager and Insurance ETF, Invesco
  

4:30 PM – 4:45 PM

CLOSING REMARKS

Frans Scheepers, Product Management Group Lead - Fixed Income, Currency and Commodities, S&P Dow Jones Indices

4:45 PM – 6:00 PM

NETWORKING RECEPTION