Event Name

June 07 - 09, 2016

Westin Copley Place, Boston MA

Summit Day 2

Fixed Income Leaders Summit Day 2

Expand All Sessions [+] Collapse All Sessions [-]

8:20 AM Registration and Breakfast

8:50 AM Chairperson's Opening Remarks

Anthony Perrotta, Partner, Global Head of Research and Consulting, TABB Group

 Anthony Perrotta
Anthony Perrotta
Partner, Global Head of Research and Consulting
TABB Group

A veteran of the fixed income markets with 25 years of experience, Anthony Perrotta joined TABB Group in June 2014 from Cornerstone Resources, a fixed-income consultancy that he founded. As head of fixed income research at TABB, he is responsible for directing the firm’s Research Alliance Fixed Income practice, which serves institutional investo ...[Read More]

Re-Thinking Traditional Trading
9:00 AM All Star Panel: Price takers to price makers - As dealers retrench, where and how can you find reliable pricing?

Moderated By:
Anthony Perrotta
, Partner, Global Head of Research and Consulting, TABB Group

Elizabeth Duggan, Managing Director, Interactive Data

Jim Switzer, Head of Credit Trading, Alliance Bernstein

Richard Schiffman, Open Trading Product manager, MarketAxess

Sean J. Egan, President, Egan-Jones Ratings Co

One of the toughest tasks for buy side money managers is price discovery. With regulations resulting in a reduction in the amount of inventory that investment banks are holding, alongside the ongoing liquidity drought, the role of price makers is shifting to the buy side, as money managers take on the responsibility of price makers. Our all star panel on day two, representing all corners of the industry, will provide expertise on:
  • Moving from a price maker to a price taker - how is it done and how can you generate accurate and reliable pricing? 
  • Does the buy side now need to act more as liquidity providers and price makers rather than takers as increased inventory now exists on buy side books? 
  • Is there a sufficient market infrastructure to facilitate a buy side price making model? 
  • Debate - Should the buy side be more regulated now as they act as price makers as well as takers? 
  • With the buy side acting more as price makers and warehousing risk - is there enough liquidity in stressed market conditions so the buy side can move risk?
 Elizabeth Duggan
Elizabeth Duggan
Managing Director
Interactive Data

Liz Duggan is managing director, Global Evaluated Pricing Business Development for Interactive Data’s Pricing and Reference Data business. She has more than 20 years of experience in market data services, working with investment companies, investment advisors, broker/dealers and other financial institutions. Liz oversees key initiatives related ...[Read More]

 Jim Switzer
Jim Switzer
Head of Credit Trading
Alliance Bernstein

James Switzer joined AllianceBernstein in 2011 as global Head of Credit Trading, overseeing both investment-grade and high-yield credit trading. Previously, he was a managing director at Société Générale, where he managed the Financial Institutions Credit Trading Desk, and at BNP Paribas, where he managed the Investment Grade Trading Desk from 2 ...[Read More]

 Richard Schiffman
Richard Schiffman
Open Trading Product manager
MarketAxess

Richard Schiffman is the Open Trading Product Manager. In this role, Mr. Schiffman is responsible for managing the development and implementation of the Open Trading, the firm’s all-to-all credit trading network. He joined MarketAxess from BlackRock Financial Management where he was a Managing Director and CEO of BlackRock Capital Markets from A ...[Read More]

Sean J. Egan
President
Egan-Jones Ratings Co

Sean Egan is a founding partner and president of Egan-Jones Ratings Company (EJR), which was organized in 1992 for the purpose of providing timely, accurate credit ratings. Over the past decade, EJR provide risk managers with warnings on Ambac, Countrywide, Enron, Greece, Lehman, MBIA, New Century and many others well in advance of the majority ...[Read More]

Moderated By:

 Anthony Perrotta
Anthony Perrotta
Partner, Global Head of Research and Consulting
TABB Group

A veteran of the fixed income markets with 25 years of experience, Anthony Perrotta joined TABB Group in June 2014 from Cornerstone Resources, a fixed-income consultancy that he founded. As head of fixed income research at TABB, he is responsible for directing the firm’s Research Alliance Fixed Income practice, which serves institutional investo ...[Read More]

9:40 AM Case Study: The best execution conundrum - How should it be defined and how can you prove it?

Pete Eggleston, CEO, BestEx

Audience Participation

Regulators demanding that firms prove best execution has caused a real headache for the buy side, mainly down to two key themes. Firstly, there is still no clear standard definition of what exactly best execution is in fixed income. Secondly, there are so many different methods which produce different results, meaning understanding the best process to use and when has blurred the lines even further. During this interactive session, you will all work together to fully understand the different methods of proving best execution where you will learn:

  • How can you define a standard definition of best execution in terms of pricing and value? 
  • With more regulatory pressure coming towards the buy side, how can a reliable means be put in place to measure and prove best execution? 
  • Can the entire fixed income market be encompassed in a single best execution policy? 
  • How you utilize technology to support best execution analysis with different trading protocols? 
  • How can you use pre trade information to define best pricing and ensure best execution?
Pete Eggleston
CEO
BestEx

Pete Eggleston is the co-founder of BestX, a software company providing independent TCA and execution analytics. He was previously at Morgan Stanley, joining in August 2010 to set up the Quantitative Solutions & Innovations (QSI) team within the Fixed Income Division, a client-facing quantitative group that sought to add value to client investme ...[Read More]

Guest Speaker
10:00 AM Guest Keynote Speaker: Negotiation Secrets from a Hostage Negotiator- How to master the art of negotiation in the workplace

Christopher Voss, Former Lead International Hostage Negotiator, FBI and currently CEO, Black Swan Group

  • What is better than "yes" in a negotiation 
  • How to guarantee compliance from your counterpart 
  • How to get your counterpart to listen 
  • What it takes to identify key pieces of information you can only get at the table
Christopher Voss
Former Lead International Hostage Negotiator, FBI and currently CEO
Black Swan Group

US Election Keynote
10:30 AM Political Keynotes: How to make sense of the political agenda to best understand the implications for financial markets

Matt Dabrowski, Political Analyst, Wall Street

Marc Chandler, Political Economist, Brown Brothers Harriman

  • With the party nominations likely sown up by the summer, what's the state of play between Democrats and Republicans? 

  • Which catalysts are the ones to watch during the fall general election? 

  •  Watch the policy mix 

  • Hubris of small differences

 Matt Dabrowski
Matt Dabrowski
Political Analyst
Wall Street

Matt Dabrowski is a political risk consultant and pollster, and was Citigroup's political analyst in New York. He has a track record of helping institutional investors navigate market-moving political developments. His recent coverage includes the rise of Donald Trump, the changing face of European populism, and the new public opinion environmen ...[Read More]

 Marc Chandler
Marc Chandler
Political Economist
Brown Brothers Harriman

Marc’s global team spans three locations, with people in US, London and Tokyo to provide real asset managers with commentary, analysis and trade ideas in fixed income, equities and FX. Marc actively advises clients on key challenges with in fixed income, including low negative interest rates, the latter of which is unprecedented, and more volati ...[Read More]

11:00 AM Morning Networking Break


Track A: Revamping Internal Workflows

11:40 AM 360° Perspective: Embracing a new mindset - How must the buy and sell side adapt to promote innovation and prosper in this new market structure?

Moderated By:
Anthony Perrotta
, Partner, Global Head of Research and Consulting, TABB Group

Jim Switzer, Head of Credit Trading, Alliance Bernstein

Serge Marston, Head of BrokerTec Direct, EBS Brokertec

Thomas Thees, Head of Fixed Income, CastleOak Securities, L.P.

Chris Ferreri, Chief Operating Officer, Hartfield, Titus and Donnelly

Gaurav Chakravorty, Co-founder and Head of Strategy Development, QPlum

As fixed income markets transform and the way you trade on a daily basis changes, many industry experts not only suggest that changes in technology and market structure is required, but also a change in mindset. With your roles and the way you plan and execute trades changing, new innovative ways of thinking and working also need to be adopted to help both the buy side progress and harness change. Attend this industry leading panel where they will discuss: 
  • How do both the buy side and sell side need to change behaviorally as innovation continues to revolutionize fixed income markets? 
  • How is automation changing the dialogue between portfolio managers and traders? 
  • How are buy and sell side firms adapting their trading and investment protocols to adapt and prosper in a changing market structure? 
  • Is a behavioral change needed to help unlock new liquidity and push innovation further across the market?
 Jim Switzer
Jim Switzer
Head of Credit Trading
Alliance Bernstein

James Switzer joined AllianceBernstein in 2011 as global Head of Credit Trading, overseeing both investment-grade and high-yield credit trading. Previously, he was a managing director at Société Générale, where he managed the Financial Institutions Credit Trading Desk, and at BNP Paribas, where he managed the Investment Grade Trading Desk from 2 ...[Read More]

 Serge Marston
Serge Marston
Head of BrokerTec Direct
EBS Brokertec

Serge Marston is Head of BrokerTec Direct at EBS BrokerTec, ICAP’s electronic foreign exchange and fixed income business. Based in London, Serge is leading the development and growth of BrokerTec Direct, EBS BrokerTec’s new relationship-based, disclosed trading platform for the fixed income market. 

Prior to joining EBS BrokerTec in Nove ...[Read More]

Thomas Thees
Head of Fixed Income
CastleOak Securities, L.P.

Tom Thees is Head of Fixed Income at CastleOak Securities. became CEO of Bonds.com, an electronic fixed income trading system,

Mr. Thees brings thirty years of industry expertise and experience in building both traditional and electronic fixed income businesses and operations, and is a recognized leader in global financial services. Pr ...[Read More]

 Chris Ferreri
Chris Ferreri
Chief Operating Officer
Hartfield, Titus and Donnelly

 Gaurav Chakravorty
Gaurav Chakravorty
Co-founder and Head of Strategy Development
QPlum

Gaurav Chakravorty is a co-founder and 'head of strategy development' at qplum, a money manager with completely data science-driven strategies. qplum is also the first successful money manager to provide all their strategies via API to other asset managers. In addition to the aforementioned activities, qplum acts as a roboadvisor in futures and ...[Read More]

Moderated By:

 Anthony Perrotta
Anthony Perrotta
Partner, Global Head of Research and Consulting
TABB Group

A veteran of the fixed income markets with 25 years of experience, Anthony Perrotta joined TABB Group in June 2014 from Cornerstone Resources, a fixed-income consultancy that he founded. As head of fixed income research at TABB, he is responsible for directing the firm’s Research Alliance Fixed Income practice, which serves institutional investo ...[Read More]

TRACK B: Constructing A Diverse Product Strategy

360° Perspective: The hunt for yield - Will this change once interest rates rise?

Moderated By:
Jeffrey Young
, CEO and Chief Economist, DeepMacro

David Saab, Managing Director, JP Morgan Private Bank

Andrew Hofer, Managing Director, Head Taxable Fixed Income, Brown Brothers Harriman

David Thompson, Managing Director, BrownAdvisory

Audience Participation

Interest rates in America are finally on the rise, with the FED setting a long term goal of an increase up to 4-5% on interest rates. Working in a zero interest environment for many years has presented a major challenge for buy side heads and the enduring ‘hunt for yield’. However, with the interest rise comes the potential to ease the burden, and this panel led by leading strategic experts, will provide expertise on:
  • How will rising interest rates impact the yield curve for fixed income investors? 
  • Where should you position your portfolio on the yield curve to best manage interest rate risk? 
  • Should you be lured by the attractive yields of emerging market debt, or will an interest rate rise trigger a sell off in these markets? 
  • How can you create a yield enhancement strategy that overlays your existing portfolio?
 David Saab
David Saab
Managing Director
JP Morgan Private Bank

David Saab, Managing Director, is a member of the Private Bank’s manager selection team. Based in London, he is the global head of fixed income and absolute return funds. Prior to joining J.P. Morgan in 2011, he was working as a Portfolio Manager at Banque Privee Edmond de Rothschild. He headed their Fixed Income and Absolute Return fund researc ...[Read More]

 Andrew Hofer
Andrew Hofer
Managing Director, Head Taxable Fixed Income
Brown Brothers Harriman

Mr. Hofer is head of Taxable Fixed Income and co-portfolio manager of BBH's Core Fixed Income, Credit Value, Limited Duration, Intermediate and Crossover strategies. Mr. Hofer spent his first 10 years at BBH as both a generalist banker and then a financial institutions specialist. He joined Investment Management in 1998 as Head of Insurance Asse ...[Read More]

David Thompson
Managing Director
BrownAdvisory

Moderated By:

 Jeffrey Young
Jeffrey Young
CEO and Chief Economist
DeepMacro

Jeffrey Young is a Managing Director and co-founder of DeepMacro LLC, a technology company that provides early, independent assessment of economic conditions across the developed and emerging world. Prior to founding DeepMacro this year, he worked at Caxton Associates, and he has also been Director of Research at Woodbine Capital, Chief Economis ...[Read More]

Track A: Revamping Internal Workflows

12:20 PM 360° Perspective: Working towards reliable fixed income Transaction Cost Analysis (TCA) - Are we moving closer to a defined market standard?

Brandon Rasmussen, Senior Trader, Russell Implementation Services Inc

Moderated By:
David B. Weiss
, Senior Analyst, Aite Group

David Krein, Head of Research, MarketAxess

James Wallin, Head of Fixed Income Trading, Alliance Bernstein

As the requirement to prove best execution intensifies, the demand for a reliable fixed income TCA is increasing. With advanced TCA technology available for other asset classes such as Equities and FX, firms have been looking to develop a new methodology which can be used to improve trading processes and measure best execution. This market leading panel will provide expert insight on:
  • Are there adequate tools available to offer a reliable TCA service in fixed income? 
  • Should there be a single TCA methodology encompassing all fixed income products or should you tailor your approach per product? 
  • What are the key demands of fixed income TCA and how can you achieve this? 
  • What is the adoption rate of 3rd party TCA and what are the latest developments? 
  • Is it possible to have a reliable TCA across all products, or will you need different TCA methodologies for different TCA products?
 Brandon Rasmussen
Brandon Rasmussen
Senior Trader
Russell Implementation Services Inc

B.S., Finance, Seattle University, 2006; Licensed Registered Representative, FINRA Series 7, 24, 55 and 63

Brandon Rasmussen is a Senior Fixed Income trader for Russell Investments. Brandon is responsible for the direction and oversight of global fixed income trading activity. The current product suite includes short term invest ...[Read More]

 David Krein
David Krein
Head of Research
MarketAxess

David Krein joined MarketAxess as Head of Research at MarketAxess in August 2014. 

Mr. Krein is responsible for spearheading the firm’s market research and analysis for the institutional credit markets. MarketAxess Research leverages the firm’s extensive real-time and historical fixed-income trade data, as well as market data from FINRA ...[Read More]

 James Wallin
James Wallin
Head of Fixed Income Trading
Alliance Bernstein

James Wallin is a Senior Vice President in AllianceBernstein’s Fixed Income group. Prior to joining AllianceBernstein, Wallin was at Morgan Stanley Investment Management, Evergreen Asset Management Corp. as Senior Counsel and Yamaichi Capital Management Inc., where he served as General Counsel and Chief Administrative Officer. Prior to working a ...[Read More]

Moderated By:

 David B. Weiss
David B. Weiss
Senior Analyst
Aite Group

David B. Weiss is a senior analyst with Aite Group, with more than five years’ experience covering multi-asset market structure, global derivatives, electronic trading, global financial regulation, and capital markets intellectual property, all with a subtle undercurrent of trading technology. 

Mr. Weiss brings to Aite Group over 10 year ...[Read More]

TRACK B: Constructing A Diverse Product Strategy

360° Perspective: As emerging markets (EM) falter, where can you find the most lucrative trends to generate returns over the next 12 months?

Moderated By:
Jeffrey Young
, CEO and Chief Economist, DeepMacro

John Espinosa, Head of Global Sovereign & Emerging Markets Research, TIAA CREF

Edward Boyle, Global Macro Portfolio Manager, American Century Investments

Todd Finkelstein, Senior Fixed Income Portfolio Manager, Conning Asset Management

Over recent years, there has been a strong trend of emerging markets underperforming against developed markets in most asset classes. With low expectations and commodity prices at their lowest ebb for a long time, some would view emerging markets as a bearish, challenging market. However, the temptation to dive into emerging markets remains, and the hope that a turnaround is around the corner grows amongst market participants. This expert panel will shed light on: 

  • What are they key trends you should look to capitalize on over the next 12 months and beyond? 
  • How is the emerging market structure developing and how can eTrading assist with fixed income emerging market trading?
  • Converging growth trends between DM and EM- How will this mature and will there be a return of diverging growth? 
  • How has the fall in commodity prices influenced EM trading?
  • How can you effectively measure geo-political risk across different global markets?
 John Espinosa
John Espinosa
Head of Global Sovereign & Emerging Markets Research
TIAA CREF

John Espinosa is a Managing Director and the Head of Global Sovereign & Emerging Markets Research. Mr. Espinosa is responsible for managing the organization’s global sovereign, rates/fx, and emerging market corporate fixed income analysts. He is also responsible for covering sovereigns and local markets in CIS, Africa, Middle East, and parts of ...[Read More]

 Edward Boyle
Edward Boyle
Global Macro Portfolio Manager
American Century Investments

 Todd Finkelstein
Todd Finkelstein
Senior Fixed Income Portfolio Manager
Conning Asset Management

Todd Finkelstein, CFA is a 30-year veteran of the fixed income investment management business. His skills and experience stretch across multiple disciplines including portfolio management, trading, development of products, policies and supporting infrastructure, marketing and and client relationship management. He has been quoted widely in the ...[Read More]

Moderated By:

 Jeffrey Young
Jeffrey Young
CEO and Chief Economist
DeepMacro

Jeffrey Young is a Managing Director and co-founder of DeepMacro LLC, a technology company that provides early, independent assessment of economic conditions across the developed and emerging world. Prior to founding DeepMacro this year, he worked at Caxton Associates, and he has also been Director of Research at Woodbine Capital, Chief Economis ...[Read More]

1:00 PM Networking Lunch

Increasing Workflow Efficiency
2:00 PM 360° Perspective: Big data analytics - How can you tap into new data sources and make sense of all your data and to improve your investment strategies.

Gaurav Chakravorty, Co-founder and Head of Strategy Development, QPlum

Moderated By:
Anthony Perrotta
, Partner, Global Head of Research and Consulting, TABB Group

Brad Bailey, Research Director, Trading and Markets, Celent

Philippe Burke, Protfolio Manager, Apache Capital Management

Vadim Konstantinovsky, CFA, Director, Barclays

Although various fixed income asset types may appear to be good investment targets, analyzing the risks is vital to overcome the many challenges provided with new investment strategies. Therefore, the correct and proper use of data and analytics is bearing increasing importance across fixed income markets. During this session our expert panelists will provide insights on:
  • How do different market participants from the buy and sell side rank their data to establish effective trading recommendations? 
  • What are the current limitations of market data and how can you overcome this to solidify your trading strategy?
  • How can a reliable information network be established which provides consistent ways to communicate data? 
  • How to you ensure the data that is provided by third parties is managed properly and reliable to support your trading analysis? 
  • How can data be distributed more efficiently across the entire fixed income value chain?
Gaurav Chakravorty
Co-founder and Head of Strategy Development
QPlum

Gaurav Chakravorty is a co-founder and 'head of strategy development' at qplum, a money manager with completely data science-driven strategies. qplum is also the first successful money manager to provide all their strategies via API to other asset managers. In addition to the aforementioned activities, qplum acts as a roboadvisor in futures and ...[Read More]

 Brad Bailey
Brad Bailey
Research Director, Trading and Markets
Celent

Brad Bailey is Research Director for Celent, a financial technology research and advisory firm where he is based in New York. He is an expert in emerging technology, market structure and fixed income trading. He has twenty years of Wall Street strategy, technology and trading experience. He also held sales trader roles in listed and OTC fixed i ...[Read More]

 Philippe Burke
Philippe Burke
Protfolio Manager
Apache Capital Management

Philippe oversees the portfolio management strategy across multiple asset classes, covering both Apache’s New York and Hong Kong Offices. Under Philippes remit, he has direct responsibility for research, data and analytics, where he has mastered how to best aggregate and analyse both internal and external data to predict trends and find new oppo ...[Read More]

Vadim Konstantinovsky is a director at Barclays. Based in New York, he is responsible for bespoke quantitative research projects for fixed income investors, focusing on market liquidity, optimal risk allocation, benchmark replication, and other issues in bond portfolio management. 

Mr. Konstantinovsky joined Barclays in 2008 from Lehman ...[Read More]

Moderated By:

 Anthony Perrotta
Anthony Perrotta
Partner, Global Head of Research and Consulting
TABB Group

A veteran of the fixed income markets with 25 years of experience, Anthony Perrotta joined TABB Group in June 2014 from Cornerstone Resources, a fixed-income consultancy that he founded. As head of fixed income research at TABB, he is responsible for directing the firm’s Research Alliance Fixed Income practice, which serves institutional investo ...[Read More]

2:40 PM Industry Perspective: Unlocking Blockchain’s potential - How can this new technology be harnessed in fixed income markets to slash costs?

Ron Quaranta, Executive Director, Wall Street, Blockchain Alliance

Wall Street is becoming increasingly gripped with Blockchain technology and its potential to transform capital markets as a whole, including the traditional ways of trading both bonds and derivatives. Over the last 12 months, the talk of blockchain has gained momentum and more of the leading firms across capital markets are now tuning their attention to this technology to better understand what benefits it can bring. During this session you will learn: 
Understanding Blockchain - How does Blockchain work and what are the potential benefits it can bring to fixed income market participants? 
  • Challenging the norm - What is the potential for Blockchain technology and how can this transform the way fixed income products are traded? 
  • What is the underlying infrastructure for Blockchain and how will it improve efficiency across the trade life cycle? 
  • Regulatory standpoint - Does the lack of a central authority through Blockchain reduce or improve trust and transparency?
 Ron Quaranta
Ron Quaranta
Executive Director, Wall Street
Blockchain Alliance

Ron is an accomplished executive and entrepreneur, with 25 years of experience in the financial services and technology sectors. He currently serves as Chairman of the Wall Street Blockchain Alliance, an advocacy group with a mission to guide and promote comprehensive adoption of digital currency technology across financial markets. He also serv ...[Read More]

Looking Beyond 2016
3:00 PM Conference Wrap-up: Resolving your biggest pain-points from the Fixed Income Leaders Summit 2016

Moderated By:
Anthony Perrotta
, Partner, Global Head of Research and Consulting, TABB Group

Joe Rosen, President, RKA Inc.

Chris Ferreri, Chief Operating Officer, Hartfield, Titus and Donnelly

Michael Sanderson, Managing Director, MOS Solutions

Rich Mazzella, Former COO, Global Fixed Income, Citadel Asset Management

Audience Participation

Our final session at the 2016 edition of the Fixed Income Leaders Summit will be designed by you. Throughout the two days, post a question regarding the biggest challenge you are currently facing to ensure it is addressed at the conference, and the most popular topics will be chosen by the audience for our panel of experts to provide insights on; make the most of this unique opportunity to shape the agenda yourself. Our knowledgeable panel will provide expertise on:
  • Execution 
  • Technology 
  • Strategy 
  • Market 
  • Structure 
  • Regulation
 Joe Rosen
Joe Rosen
President
RKA Inc.

Joe Rosen is an electronic trading industry veteran with 25 years experience as an exchange executive, adviser, Chief Information Officer & Quant, author, lecturer, as well as developer and marketer of electronic trading systems. Prior to incorporating RKA Inc. in 2006, he was Managing Director, Trading Technology/Head of Technology Marketing at ...[Read More]

 Chris Ferreri
Chris Ferreri
Chief Operating Officer
Hartfield, Titus and Donnelly

 Michael Sanderson
Michael Sanderson
Managing Director
MOS Solutions

After 45 years in the financial services industry, Michael now runs his own firm dedicated to helping you frame your e-trading strategy in fixed income securities. Whether you are a sell side firm seeking more efficiency or a buy side firm seeking more liquidity, we will help you devise your solution before you spend precious IT dollars. With hi ...[Read More]

Rich Mazzella
Former COO, Global Fixed Income
Citadel Asset Management

Moderated By:

 Anthony Perrotta
Anthony Perrotta
Partner, Global Head of Research and Consulting
TABB Group

A veteran of the fixed income markets with 25 years of experience, Anthony Perrotta joined TABB Group in June 2014 from Cornerstone Resources, a fixed-income consultancy that he founded. As head of fixed income research at TABB, he is responsible for directing the firm’s Research Alliance Fixed Income practice, which serves institutional investo ...[Read More]

3:40 PM Chairperson's Closing remarks

Anthony Perrotta, Partner, Global Head of Research and Consulting, TABB Group

 Anthony Perrotta
Anthony Perrotta
Partner, Global Head of Research and Consulting
TABB Group

A veteran of the fixed income markets with 25 years of experience, Anthony Perrotta joined TABB Group in June 2014 from Cornerstone Resources, a fixed-income consultancy that he founded. As head of fixed income research at TABB, he is responsible for directing the firm’s Research Alliance Fixed Income practice, which serves institutional investo ...[Read More]

3:45 PM Conference Close