Real Return XI: The Inflation-Linked Products Conference

Keynote

Monique Rollins

Acting Assistant Secretary, Office of Financial Markets

US Department of the Treasury


Monique Rollins serves as acting assistant secretary of the US Treasury for Financial Markets. In this capacity, Monique is responsible for advising the secretary on a broad range of policies in the areas of global finance, market functioning, debt management, and housing.

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Keynote

Stephen Gallagher

Managing Director and Chief US Economist

Societe Generale


Stephen Gallagher is managing director and chief US economist for Societe Generale responsible for North American economic and financial market research.

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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.

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Keynote

Richard Clarida

Global Strategic Advisor

PIMCO


Richard Clarida is a managing director in the New York office and PIMCO's global strategic advisor. In this capacity he leads PIMCO's annual Secular Forum process and works closely with the Investment Committee to assess and analyse global monetary and fiscal policy trends.

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Keynote

David Mericle

Senior Economist, US Economics

Goldman Sachs


David Mericle is a senior economist in the US Economics research group at Goldman Sachs in New York, where he has worked since 2012. Before joining Goldman Sachs, he worked briefly in the global macro group at Ellington Management Group.

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Bonnie Anasetti

Senior TIPS Trader

Jefferies


Bonnie Anasetti has been responsible for USD inflation trading at Jefferies since 2011. Previously, she held a variety of market making roles within the rates group.

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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.

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Steve Blitz

Managing Director, Global Macro and Chief US Economist

TS Lombard


Steve Blitz joined the company in 2017. His professional experience as economist and portfolio manager began in the late 1970s.

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David Brhel

Senior Portfolio Manager

APG Asset Management


David Brhel is a senior portfolio manager for inflation linked debt at APG asset management. David has been a member of the rates team since 2013 and has mainly focused on the management of global inflation linked portfolio.

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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.

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Seth Carpenter

Chief US Economist

UBS


Seth Carpenter is the US Chief Economist at UBS. Before joining UBS, he was head of US research at Rokos Capital Management. Before this position, he had a long and distinguished career in the public sector.

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Charlie Corbett

Editorial Director

Euromoney Conferences


Charlie Corbett has worked as a senior financial journalist and editor for a broad range of international newspapers and magazines.

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Collamore Crocker

Senior Inflation Strategist

New Century Advisors, LLC


Collamore Crocker is a senior analyst who joined the firm in 2017. Com came from the sell-side where he worked in the inflation markets for 15 years, building top-five TIPS franchises at Lehman Brothers, BNP Paribas, and RBS.

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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.

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Jorge Garayo

Global Head of Inflation Strategy

Societe Generale


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

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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.

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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.

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Ward McCarthy

Chief Financial Economist

Jefferies


Ward McCarthy joined Jefferies and Company as a managing director and the chief financial economist in September 2009. Ward is responsible for the Jefferies US economic, Federal Reserve, Treasury and fiscal outlook and analysis and writes frequent commentaries on these topics.

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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.

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Chirag Mirani

Executive Director, US Rates Strategy

UBS Investment Bank


Chirag Mirani leads the US rates strategy group for UBS. Chirag was the head of global inflation research at Morgan Stanley, and before that he was a US inflation-linked and treasuries analyst at Barclays for seven years. 

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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.

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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.

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Amar Reganti

Fixed Income Strategist

Grantham, Mayo, Van Otterloo & Co.


Amar Reganti is a fixed income strategist and a member of GMO’s Asset Allocation team. Before joining GMO in 2015, he was the deputy director of the Office of Debt Management at the US Department of the Treasury.

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Michael Robbins

Chief Investment Officer

Bleakley Financial Group


Michael Robbins, CFA, is the chief investment officer and chairman of the Investment Committee at Bleakley Financial Group. He has invested 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.

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Robert Robis

Robert Robis, Chief Global Fixed Income Strategist

BCA Research


Robert Robis is currently BCA’s senior vice president, global fixed income strategy. Previously, he headed up the BCA’s US bond strategy service.

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Karthik Sankaran

Director, Global Strategy

Eurasia Group


Karthik Sankaran leads Eurasia Group's analysis of global financial themes and assists Eurasia Group's research platform in identifying and evaluating interactions among national politics, geopolitics, and global asset markets.

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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.

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Joseph Song

Senior US Economist

Bank of America Merrill Lynch


Joseph Song is a vice president and senior US economist at BofA Merrill Lynch Global Research. He provides in-depth research and timely analysis on US macroeconomic trends and monetary policy to the sales force, traders and clients.

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Gemma Wright-Casparius

Principal, Senior Portfolio Manager

Vanguard


Gemma Wright-Casparius is a principal and senior portfolio manager at Vanguard, where she heads the actively managed treasury/inflation team.

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