COMPETITORS AS COLLEAGUES: SHARING SUCCESS AND CHARTING THE FUTURE

About

This membership group is designed exclusively for the heads of fixed income at leading investment organizations. In private meeting settings featuring structured programming, Fixed Income Forum members gather to discuss investment and business strategies, as well as management and industry issues. Free from the pressures of the sellside and clients, these meetings are a venue where buyside fixed income leaders can relax, be themselves and call it like they see it. The relationships that many members forge last a lifetime, and in times of crisis they know that their Fixed Income Forum colleagues will take their call.

Benefits

Four annual Roundtable Meetings

The Annual Senior Delegates Roundtable, The Global Fixed Income Institute Senior Delegates Roundtable, The Spring Roundtable and The Fall Roundtable.

Unparalleled industry intelligence

Through Roundtable participation members receive publications, research, and relevant surveys pertaining to the issues most important to fixed income buyside professionals.

A proven track record of success

One of thirteen Institutional Investor membership organizations serving investment management executives around the world, FII benefits from the formidable resources and the 32-year track record of Institutional Investor’s membership division.

Upcoming Events
Advisory Board

Glenn Hosakowa
Director of Fixed Income
California State Teachers' Retirement Systems

Dana M. Emery
Chief Executive Officer, President & Director of Fixed Income
Dodge & Cox

Thomas S. Dugan
Senior Vice President
Dodge & Cox

Maurice Leger
Director of Product Management & Strategic Planning
Loomis, Sayles & Company, L.P.

Eric Partlan
Head of Portfolio Management
MassMutual

Craig Dewling
Deputy Chief Investment Officer
PGIM Fixed Income

 

Joseph P. Young
Senior Vice President - Investments
State Farm Insurance Companies

Todd Ludgate
Managing Director, Public Fixed Income
State of Wisconsin Investment Board

Randy Brown
Chief Investment Officer
Sun Life Financial

Matthew Abbott
Associate Director of Fixed Income
Wellington Management Co.

 The Fixed Income Forum is a place to have honest discussions about issues that many of us are confronting at our firms. More importantly, it provides a chance to build long-term relationships with a diverse group of fixed income professionals across the spectrum of money management.

Curtis Ishii, Managing Investment Director, Global Fixed Income, at California Public Employees’ Retirement System


Members

AB
AEGON USA Investment Management, LLC
Aetna
Apollo Global Management, LLC
BlackRock
Brighthouse Services, LLC
California Public Employees’ Retirement System
California State Teachers' Retirement System
Charles Schwab Investment Management
Dodge & Cox
DoubleLine Capital LP
DuPont Capital Management
Federated Investors, Inc.
Genworth Financial
Great-West LIFECO Inc.

John Hancock Financial Services
Lincoln Financial Group
Loomis, Sayles & Company
MassMutual
MetLife Inc
MFS Investment Management
Nationwide Investments
NYL Investors, LLC
Northern Trust Asset Management
Northwestern Mutual Investment Management Company
Nuveen Asset Management
OMERS Capital Markets
PGIM Fixed Income

RBC Global Asset Management (U.S.) Inc.
Securian Asset Management
State Farm Insurance Companies
State of Wisconsin Investment Board
State Street Global Advisors
Sun Life Financial
T. Rowe Price Group, Inc.
TD Asset Management
Thrivent Financial
Unum Group
Vanguard Group
Voya Investment Management
Wellington Management Co., LLP

 The opportunity to share ideas, listen to different viewpoints and debate with leading investment professionals about markets and business challenges is the number one reason that I remain an active member of the Fixed Income Forum.

Thomas Girard, Senior Managing Director, NYL Investors


Contact

Questions?

For more information, please contact: 

Cathy Scott

+1 212-224-3083
cathy.scott@iimemberships.com

Melissa Murray

+1 212 224 3836
mmurray@iimemberships.com

Pallavi Borse

+1 212 224 3159
pallavi.borse@iimemberships.com

Previous Meeting

FIF 2019 Fall Roundtable 
November 12-13, 2019 
The Ritz Carlton, Boston 

Program 

Upcoming Events


2020 SPRING ROUNDTABLE

March 24-25, 2020
The Ritz-Carlton
Washington DC

Attendance: Senior Delegates and/or colleagues with a particular interest in the program

 

2020 SENIOR DELEGATES ROUNDTABLE

July 22-24 2020
The Four Seaons, Vail
Vail, Colorado

Attendance: Senior Delegates only

 

2020 FALL ROUNDTABLE

November 17-18, 2020
The Ritz-Carlton, Boston
Boston, Massachusetts

Attendance: Senior Delegates and/or colleagues with a particular interest in the program


 

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GLOBAL FIXED INCOME INSTITUTE
ANNUAL STRATEGY ROUNDTABLE

June 18-19, 2020
Dates & Location TBD

Attendance: Senior Delegates only