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ICE Events

ICE Fixed Income Forum 2024

Join us for the annual ICE Fixed Income Forum, taking place at the New York Stock Exchange on November 21, 2024.

This year's forum will bring together leading ICE and other experts from across the markets to tackle the pressing challenges and innovations in fixed income, including insights on pricing, climate impact, wealth management, and mortgage markets.

Catch up on the sessions and event from last year here.

Why attend?

  • Learn about the latest trends and developments in the fixed income markets.
  • Engage with industry thought leaders through insightful panels and discussions.
  • Network with peers and professionals in your field.

Stay tuned for more details on speakers and specific topics, which will be shared in the coming weeks.

Thursday, Nov. 21

8 - 9 a.m. ET Registration and breakfast

9 a.m. - 4:30 p.m. ET Panels, discussions and networking

New York Stock Exchange

11 Wall Street, New York, NY 10005

Registration is now closed.

Invitation is non-transferable. A government-issued ID is required for access to the NYSE.

2023 Event highlights

Agenda

8 - 9:30 a.m. – Breakfast

9:30 - 9:40 a.m. – Welcome

Ed Addvensky, Vice President - Global Client Development, ICE

9:40 - 10:15 a.m. – Fireside chat: Fixed income markets

Chris and Sara will explore Vanguard's growth in fixed income, its approach to balancing short-term strategy with long-term goals, and the evolving role of technology. The discussion will also cover key predictions for the fixed income market in 2025, the impact of geopolitical risks, interest rate strategies, and other factors effecting fixed income markets.

Chris Edmonds, President Fixed Income and Data Services, ICE
Sara Devereux, Principal, Global Head of Fixed Income Group, Investment Management Group, Vanguard
10:15 - 10:45 a.m. – Global Affairs update

In this session, Jeff and Gargi will discuss the latest macroeconomic drivers shaping the global economy and their potential effects on financial markets.

Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist, Americas, BlackRock
Jeff Cox, Economics Editor, CNBC
10:45 - 11:15 a.m. – Mortgage and climate risks

As natural disasters grow stronger and more frequent, particularly during the Atlantic hurricane season, property owners face increased hardships. In response, federal regulators are intensifying their focus on understanding how climate change is affecting the mortgage market.

Andy Walden and Larry Lawrence discuss how the changes across climate risks and mortgage markets are driving the need for market participants to stay informed about these developments and adapt to the evolving regulatory landscape to mitigate potential risks.

Andy Walden, Vice President, Enterprise Research Strategy, Intercontinental Exchange
Larry Lawrence, Head of Sustainable Finance, ICE
11:15 - 11:35 a.m. – Coffee break

11:35 a.m. - 12:45 p.m. – Breakout - Middle and back office breakout
Panel: Valuation best practice
Julie A. Roach, Treasurer, Diamond Hill Funds (Moderator)
Michelle Kelly, Vice President, Pricing and Valuation, Virtus Investment Partners
Erika Panyard, CPA, Vice President, Senior Technical Advisor, U.S. Bank Global Fund Services
Kunal Gondalia, CFA, Director, Valuation Oversight, Charles Schwab Investment Management
Roundtable

“Identifying signals from noise”: Harnessing quality data to for effective decision making and drive operational efficiencies

Join interactive discussions with ICE experts and industry peers to tackle the challenges of leveraging big data for effective decision-making. Experts will explore:

  • Overcoming the hurdles of accessing and managing vast data sets for middle and back-office operations.
  • Extracting actionable insights from diverse internal and external data sources.
  • Streamlining operational efficiency across the entire workflow by integrating the right combination of data, technology, and processes.

11:35 - 12:45 - Breakout - Front office breakout
Maximizing Front-Office performance: Leveraging data for real-time decision-making

Maximize front-office performance by unlocking the power of big data in this engaging roundtable with ICE experts and industry leaders. This session will explore strategies for real-time market tracking, achieving operational excellence, and leveraging internal intelligence to enhance decision-making capabilities.

Participants will also delve into how external intelligence can provide competitive insights, setting the stage for a smarter, data-driven front-office approach that enables teams to do more with less and gain an edge in dynamic markets.

Tim Monahan, Senior Director of Product Management, ICE Data Services
Nick Peters, Product Director, ICE

12:45 - 1:45 p.m. – Lunch

1:45 - 2:25 p.m. – Wealth transfer dynamics: Navigating opportunities and challenges in today's financial environment

This session will explore the impact of the wealth transfer dynamics in the market, focusing on evolving investment preferences, sustainability, and the rise of new asset classes like private credit and direct indexing. Panelists will discuss how this shift is shaping capital markets, financial products, and the role of technology and data in meeting the needs of up investors.

Mark Heckert, Chief Operating Officer, ICE Data Services (Moderator)
Max Gold, CFA - Head of Direct Retail, State Street
Bob Pisani, Chief Technology Officer, Addepar

Emily Wasco, Managing Director and Head of Americas Fixed Income, Citi

2:25 - 2:35 p.m. – Spotlight: Regulatory highlights

This session will highlight the latest regulatory updates affecting markets, particularly in areas like liquidity, reporting, and compliance. David Scalzetti will provide insights on key changes, including the impact on CDS markets, the one-minute rule, and other significant developments.

David Scalzetti, CFA, Senior Director, Regulatory Solutions & Strategy, ICE Data Services

2:35 - 3:10 p.m. – Powering new insights with data from across the mortgage lifecycle

Data is crucial throughout the entire mortgage lifecycle, from origination and securitization to managing portfolio exposure for various market participants. In this panel, experts from across the mortgage market will explore how data workflows are evolving and discuss the impact of regulatory requirements on process efficiency and operational effectiveness.

Julian Grey, Executive Vice President, Data and Analytics, ICE Mortgage Technology – (Moderator)
Conrad Ficca, Vice President – Product Manager, Data & Analytics – Loan Data Products, ICE
Chun Lin, Managing Director, Global Markets, BofA Securities
Dane Smith, Senior Managing Director and President of Verus Mortgage Capital, Invictus Capital Partners
3:10 - 3:25 p.m. – Coffee break

3:25 - 4:05 p.m. – AI & innovations for fixed income markets

AI has become a major industry focus since the launch of various language models, but how much progress have financial markets truly made in harnessing AI's full potential in practical workflows? In this panel, experts leading AI implementation across financial markets will discuss key challenges, opportunities, and practical strategies for integrating AI and machine learning to drive meaningful transformation within their firms.

Varun Pawar, Chief Product Officer, ICE Fixed Income and Data Services (Moderator)
Amit Deshpande, Fixed Income | Head of Quantitative Investments & Research, T. Rowe Price Associates, Inc.
Christoph Krey, Executive Director, Global Client Services, JP Morgan
Stefano Pasquali, Managing Director, head of Investment AI Modeling and Research (IAI), BlackRock

4:05 - 4:35 p.m. – Fireside conversation - Data makes the best pass

Ty Siam and Jerry Foley discuss how data is revolutionizing football culture across the U.S. From player scouting to health and fitness, join us to explore how advanced analytics are giving players and teams a competitive edge on the field. Discover how data-driven insights are reshaping strategies and enhancing performance in America’s beloved sport.

Jerry Foley, Senior Manager, ICE Data Services
Ty Siam, Director of Football Data and Innovation for the New York Football Giants

4:35 p.m. – Close

4:40 p.m. – Reception