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Confirmed speakers include Wally Adeyemo United States Deputy Secretary of the Treasury
ICE Events

ICE Fixed Income Forum

Join us alongside industry thought leaders at this year’s Fixed Income Forum to discuss the trends and challenges in the fixed income market.

The event will feature best practices from your industry peers on finding efficiencies and automation across the front, middle and back office, as well as discussion about the regulatory landscape, the impact of ESG on fixed income investments and a featured conversation with ICE’s Founder, Chair and CEO, Jeff Sprecher.

October 25, 2022

8:00 a.m. EST Registration and breakfast
9:00 a.m. EST Event starts

5:00 p.m. EST Drinks reception

New York Stock Exchange

11 Wall Street, New York, NY 10005

Event is now at capacity

Agenda

Registration & Breakfast

8:00 a.m.

Welcome Remarks
9:10 a.m.
Introduction to Fixed Income & Data Services
9:15 a.m.
Make the Connection: Product Innovation
9:30 a.m.
The fundamental linkage of technology strategy and business strategy enables product value creation for our customers. As technology evolves, so must technology strategy and so must business strategy. Join this session to hear our Chief Product Officer and Chief Technology Officer discuss evolving technology strategy, its influence on business strategy and vice-versa.

Speaker: Mark Heckert, Chief Product Officer, Fixed Income & Data Services, ICE
Speaker: Al Pastro, CTO, Data Services, ICE
Keynote Discussion
10:15 a.m.
Wally Adeyemo, United States Deputy Secretary of the Treasury
Interviewer: Josh King, Head of Communications, ICE and Head of Corporate Affairs, NYSE
Panel: Investing & Benchmarking in a Modernizing Bond Market
10:45 a.m.

This panel will explore the factors supporting the modernization of fixed income investing and benchmarking with particular focus on market structure challenges and solutions.

Moderator: Varun Pawar, Vice President, Head of Data Indices, ICE
Panelist: Tara Talone, Senior Fixed Income Portfolio Manager, Vanguard
Panelist: James J. Mauro, Managing Director, Head of Fixed Income Index Investments, Americas, BlackRock
Panelist: Francis Rodilosso, Head of Fixed Income ETF Portfolio Management, VanEck
A Discussion with Jeff Sprecher — Founder, Chair & CEO, ICE
12:30 p.m.
Interviewer: Amanda Hindlian, President of Fixed Income & Data Services, ICE
Panel: Impact of ESG on Fixed Income Investments
1:00 p.m.

The need for transparency around climate and ESG risk and opportunities continues to grow beyond the traditional equity and corporate fixed income asset classes into MBS, loans, structured finance, and private assets. In this session we will discuss how ESG considerations are integrated into fixed income strategies to manage risk and how financing climate infrastructure could be driven largely by fixed income issuers and investors.

Moderator: Larry Lawrence, Head of Sustainable Finance Data (U.S.), ICE
Panelist: Erin Bigley, Head of Fixed Income Responsible Investing, AllianceBernstein
Panelist: Carling Hay, Director, Climate and Social Impact Analytics, ICE
Panelist: Elisabeth Seep, Head of ESG, Rimes Technologies
Panel: Data and Technology: Transforming Today’s Fixed Income Markets
1:45 p.m.

Volumes of fixed income data have grown exponentially in recent years, challenging investors to develop innovative ways to harness often fragmented and incomplete information. Preferences towards advanced analytics, the use of the cloud, APIs and other tools continue to evolve. This discussion focuses on where buy-side firms envision their use of analytics tools, pre-trade workflows and technology adoption over the next few years. Expectations placed on the sell-side and solutions providers will grow as investors and their counterparties rely on a myriad of services including:

  • Need for additional datasets and tools for analysis
  • Partnering around no code/low code solutions
  • Developing processes around advanced technology like AI/ML
Moderator: Audrey Blater, Senior Analyst, Coalition Greenwich
Panelist: Michael Nappi, Executive Director, Portfolio Management & Trading, Parametric
Panelist: Britni Ihle, Head of Credit Algorithmic Trading and Fixed Income ETF Trading, Citigroup
Panelist: Susan Joyce, Head of Fixed Income Market Structure and Senior Trader, Municipals Trading, AllianceBernstein
Fireside Chat with Scott O’Malia, CEO, ISDA
2:40 p.m.
Interviewer: Tim Bowler, ICE Clearing and Chair ICE Benchmark Administration
Panel: Board Oversight & SEC Valuation Guidance
3:10 p.m.

An in-depth focus on the roles and responsibilities of the funds' boards with regards to valuation oversight of the adviser. With the Sept 2022 implementation of SEC Rule 2a-5, the panel will focus on any changes or enhancements they have already seen, as well as any expectations as the rule matures.

Moderator: Carolyn McPhillips, President, Mutual Fund Directors Forum
Panelist: David Grim, Partner, Stradley Ronon Stevens & Young, LLP
Panelist: Katie King, Trust Solutions Assurance Partner, PwC
Panelist: Patricia Maleski, Independent Trustee, Morgan Stanley Mutual Funds
Panel: Muni Execution in Fast Markets
4:00 p.m.

In this panel, the issuer, the trading desk and the investor community examine key issues for municipal bonds amid a challenging year for the asset class. Topics to cover:

What are the tools issuers need to tackle a volatile market?
What are the challenges faced by portfolio managers when finding liquidity during sell-offs?

What stresses do volatility place on automated trading strategies?

Moderator: Sowjana Sivaloganathan, Director in Fixed Income Content Development, ICE
Panelist: Chad Wildman, Head of Municipal Quant Strategies & Electronic Trading, Morgan Stanley
Panelist: Colin MacNaught, CEO & Co-Founder, BondLink
Panelist: Richard Taormina, Managing Director & Head of Tax Aware Strategies Group, JPMorgan
Panelist: Simone Santiago, Co-Director of Municipal Bond Trading, Eaton Vance
Panelist: Richard Siemers, Head of Business Operations & Trade Desk Services, ICE Bonds
Panel: Fixed Income Electronification: Implications for Data & Evaluations
4:00 p.m.

The electronification of fixed income markets has been followed by the advancement of technology and analytics. However technology must step up with more efficient and effective solutions. Join this session to hear the panelists discuss how data science is evolving and supporting the enhancement of ICE’s global fixed income evaluation process.

Moderator: Christopher Krupa, Vice President, Global Head PRD Evaluations, ICE
Panelist: Tim Monahan, Senior Director, Product Management, ICE
Panelist: Satish Vedantam, Director, Quantitative Engineering, ICE
Closing Remarks
4:50 p.m.

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