Real Return X: The Inflation-Linked Products Conference

Keynote

James Clark

Deputy Assistant Secretary for Federal Finance

US Department of the Treasury


James Clark currently serves at the US Department of the Treasury as the deputy assistant secretary for federal finance. In this capacity, he is responsible for overseeing the office of debt management, which is the policy arm of the department that is responsible for funding the US government and setting

See full bio

Keynote

Michala Marcussen

Chief Economist

Societe Generale Corporate & Investment Banking


Michala Marcussen joined Societe Generale Corporate & Investment Banking as global head of economics, in December 2009 and is a managing director. In her role as chief economist, she leads a team of 25 economists based in Paris, London, Warsaw, Prague, New York, Bangalore, Hong Kong, Seoul and Tokyo with

See full bio

Keynote

Michelle Meyer

Head of US Economics

Bank of America Merrill Lynch


Michelle Meyer is a managing director and head of US economics at Bank of America Merrill Lynch Global Research. Based in New York, she provides timely analysis of the high‐frequency economic data and Federal Reserve policy announcements to the sales force and traders.

See full bio

Keynote

Andrea Tambalotti

Assistant Vice President and Function Head, Macroeconomic and Monetary Studies Function

Federal Reserve Bank of New York


Andrea Tambalotti is an assistant vice president and function head in the Macroeconomic and Monetary Studies Function of the Federal Reserve Bank of New York. He has taught macroeconomics in the executive MBA programme at Columbia Business School and the Foundations of Financial Markets at NYU in Abu Dhabi.

See full bio

Keynote

Mihir Worah

Chief Investment Officer Asset Allocation and Real Return

PIMCO


Mihir Worah is CIO Asset Allocation and Real Return and a managing director in the Newport Beach office. He is a member of the Investment Committee and the Executive Committee, and oversees portfolio management for the US.

See full bio

Michael Ashton

Managing Principal

Enduring Investments LLC


Michael Ashton is managing principal at Enduring Investments LLC, a boutique investment management company that offers focused inflation-market expertise and investment strategies.

See full bio

Thanos Bardas

Managing Director, Head of Global Rates

Neuberger Berman


Thanos Bardas is a managing director at Neuberger Berman. He joined the firm in 1998. Thanos is the head of global rates and serves as a co-portfolio manager on multiple fixed income and inflation strategies.

See full bio

Karim Bendouma

Head of US Inflation

Bank of America Merrill Lynch


Karim Bendouma is a director and head of US inflation at Bank of America Merrill Lynch. Karim joined BofA Merrill in 2015, where he is responsible for managing the firm’s US inflation books, cash and derivatives trading business.

See full bio

Paul Brodsky

Founder and Chief Strategist

Macro Allocation Inc and Post Modern Partners


Paul Brodsky is the founder and strategist of Macro Allocation Inc (MAI), a macroeconomic research and consulting firm, and the founder and investment manager of Post Modern Partners (PMP), a private investment fund launching January 2017.

See full bio

John Brynjolfsson

Chief Investment Officer

Armored Wolf Family Holdings


John Brynjolfsson is chief investment officer at Armored Wolf Family Holdings, a family office focusing on identifying inflationary or deflationary pressures and investing from the long or short side in commodity, emerging market and other sectors.

See full bio

Mark Capleton

Head of Inflation and UK Rates Strategy

Bank of America Merrill Lynch


Mark Capleton is head of global inflation‐linked research at BofA Merrill Lynch Global Research, based in London. He is responsible for generating the broad themes and trade ideas in global inflation‐linked bond and derivative products, with a particular emphasis on the European markets and UK rates products.

See full bio

Mustafa Chowdhury

Managing Director, Head of Rates

Voya Investment Management


Mustafa Chowdhury is head of rates for Voya Investment Management, responsible for directing the investment strategy for the rates group, including global rates, sectors and currencies, and equity/convexity hedging.

See full bio

Joaquin de Soto

Head of US Inflation Trading

Goldman Sachs


Joaquin de Soto is the senior trader for US inflation trading at Goldman Sachs. He actively manages the firm’s inflation portfolios in both cash and derivative products.

See full bio

Emanuella Enenajor

Senior North America Economist

Bank of America Merrill Lynch


Emanuella Enenajor is the senior North America economist at BofA Merrill Lynch Global Research. In this role, she covers US data and economic news for the firm’s trading floor and clients, and regularly publishes research on the outlook for the US economy.

See full bio

Jorge Garayo

Global Head of Inflation Strategy

Societe Generale Corporate and Investment Bank


Jorge Garayo is global head of inflation strategy, based in London. Jorge joined Société Générale in November 2012 after an extensive career at J.P.Morgan, where he was in charge of inflation strategy.

See full bio

Dan Haehnel

Head of US Inflation Trading Desk

Societe Generale


Dan Haehnel is the head of the US inflation trading desk at Societe Generale. He has been based out of Societe Generale's New York office since 2013.

See full bio

Kamyar Hazaveh

Vice President, Portfolio Management and Portfolio Manager

Signature Global Asset Management


Kamyar Hazaveh, vice president, portfolio management and portfolio manager with Signature Global Asset Management, began his investment industry career in 2006. He specialises in G10 fixed-income, cash and derivatives analysis, trading and portfolio management.

See full bio

Joseph Kalish

Chief Global Macro Strategist

Ned Davis Research Group


Joseph Kalish is the chief global macro strategist for Ned Davis Research Group. He has been following and studying financial and economic trends for over 30 years. Joe and his team are responsible for all of the firm’s bond and economic analysis.

See full bio

Richard Kemmish

Consultant

Euromoney Conferences


Richard Kemmish is an independent consultant specialising in the covered bond market. He has over 20 years of experience in the mortgage finance market working initially on mortgage securitisations (until it became fashionable) and subsequently on covered bonds.

See full bio

Andrew Lennon

Director, Capital Markets

Euromoney Conferences


Andrew Lennon manages the sales team at Euromoney Conferences globally. In his nine years at Euromoney, Andrew has launched a multitude of finance and investment conferences across a variety of markets, managing the projects from idea origination to delivery on the day.

See full bio

Tom McManus

Managing Director, Portfolio Manager and Analyst

Lazard Asset Management


Tom McManus is a managing director and portfolio manager and analyst on the Lazard multi asset investment team, specialising in macroeconomic forecasting and asset allocation. He began working in the investment field in 1980.

See full bio

Chris McReynolds

Head of US Rates

Jefferies LLC


Chris McReynolds is a managing director responsible for the US Rates group at Jefferies LLC. Chris came to Jefferies in December of 2015 after over 10 years of service at both JP Morgan and Barclays Capital.

See full bio

David Mehl

Vice President, US Inflation Trader

Bank of America Merrill Lynch


David Mehl is a vice president and US inflation trader at Bank of America Merrill Lynch. David has traded US inflation since 2009.

See full bio

Oscar Ostlund

Head of Investor Sales Strat Team

Goldman Sachs


Oscar Ostlund is the head of investor macro sales strats in New York. Previously, he was the head of the foreign exchange (FX) investor sales strat team for four years.

See full bio

Philip Pagliaro

Senior Portfolio Manager

State of New Jersey


Philip Pagliaro is a senior portfolio manager, and manages over $15bn in fixed income assets for the State of New Jersey.

See full bio

Shyam Rajan

Head of US Rates Strategy

Bank of America Merrill Lynch


Shyam Rajan is a director and head of US rates strategy at BofA Merrill Lynch Global Research. Rajan joined the firm in 2010 and focuses on treasuries, TIPS and macro research. His regular publications include U.S. Rates Viewpoint, Inflation Strategist, U.S. Rates Watch and Liquid Insight.

See full bio

Subadra Rajappa

Head of US Rates Strategy

Societe Generale


Subadra Rajappa joined Societe Generale in October 2014 as head of us rates strategy. In her current role she is responsible for publishing thematic research on US rates markets and highlighting relevant trading opportunities.

See full bio

Vincent Reinhart

Chief Economist

Standish Mellon Asset Management Company


Vincent Reinhart is the chief economist at Standish Mellon Asset Management Company, the fixed income specialist for BNY Mellon Investment Management.

See full bio

Michael Robbins

Chief Investment Officer

Spruce Investment Advisors


Michael Robbins, CFA, is the chief investment officer & chairman of the investment committee at Spruce Investment Advisors.  Spruce invests in traditional assets including equities, currencies, commodities, and fixed income, as well as external managers, and private assets including real estate, natural resources, private equity, and growth capital.  The

See full bio

Joshua Schiffrin

US Government Bond and US Inflation Trading

Goldman Sachs


Joshua Schiffrin is a senior trader in US government bond trading and US inflation trading. He has worked in the inflation business since 2003 and was the firm’s first dedicated treasury inflation-protected securities (TIPS) market maker.

See full bio

Omair Sharif

Senior US Economist

Societe Generale


Omair Sharif first joined Societe Generale in December 2014 from RBS, where he was a senior US economist specialising in forecasting inflation. In December 2014, Bloomberg ranked Omair as the number two forecaster of the CPI’s not seasonally adjusted index, used to price TIPS, over the previous two years.

See full bio

Stewart Taylor

Vice President and Portfolio Manager

Eaton Vance


Stewart Taylor is a vice president of Eaton Vance Management and a portfolio manager on Eaton Vance’s diversified fixed-income team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s diversified fixed-income strategies.

See full bio

David Zervos

Chief Market Strategist, Jefferies LLC and Chief Investment Officer, Global Macro Division

Jefferies Investment Advisers


David Zervos is chief market strategist of Jefferies LLC and chief investment officer of the global macro division of Jefferies Investment Advisers. David is best known across the financial services industry for his timely, insightful macroeconomic commentary and viewpoints.

See full bio


Thu 08 Sep 2016

New York