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 financial press including The Wall Street Journal, Pension & Investments, Bloomberg and others.

Presently consulting on areas related to fixed income investment management, Mr. Finkelstein managed $5 billion dollars of insurance and pension mandates in his previous role with Conning in Hartford, CT. Prior to this he was a portfolio manager within Merrill Lynch Investment Managers’ total-return team in Boston where he had responsibility for $2.6 billion of high grade, performance sensitive, institutional assets including mutual, variable annuity, and pension funds. Mr. Finkelstein has also managed fixed income at Boston Advisors and Bank of America across the spectrum of sectors, quality, and maturities represented in the markets.

Mr. Finkelstein earned a B.A. with honors from California State University in Northridge and received his MBA from Boston University. He is a Chartered Financial Analyst and is a member of the CFA Institute, The Boston Security Analysts Society, and was a Governor of the Los Angeles Society of Financial Analysts. Mr. Finkelstein has also been on the investment committee of the Boston YWCA.

Check out the incredible speaker line-up to see who will be joining Todd.

Download The Latest Agenda

Summit Day 1

Friday, February 6th, 2015

11:50 360° Perspective: Global interest rate trends - What opportunities will the interest rate rise bring to fixed income investors?

Finally, at the end of 2015, the FED raised interest rates, something that had been on the horizon for over 12 months. Now, the rate rise provides both challenges and opportunities, especially with diverging interest rate policies across the globe. During this session, our experts will provide insights on:

What impact will rising rates have on US markets and how can you benefit from the rate rise?
What will a rate rise combined with a stronger USD mean for global trading?
How can you successfully steer your desk through diverging interest rate policies across the globe?
Interest rates and sell offs - How can you reduce risk in your portfolio during stressed market conditions?
Will a rate rise in the US prompt other central banks to do the same?

Summit Day 2

Friday, March 6th, 2015

12:20 360° Perspective: As emerging markets (EM) falter, where can you find the most lucrative trends to generate returns over the next 12 months?

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?