BUILDING AN ENGAGED COMMUNITY OF FIXED INCOME LEADERS

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.

Become a Member

Advisory Board

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

Patrick Cassidy
Senior Vice President
Charles Schwab

Thomas S. Dugan
Senior Vice President
Dodge & Cox

Eric Partlan
Head of Portfolio Management
MassMutual

Craig Dewling
Deputy Chief Investment Officer
PGIM Fixed Income

Thomas Swaney II
Chief Investment Officer – Global Fixed Income
Northern Trust Asset Management

Craig Dewling
Deputy Chief Investment Officer
PGIM Fixed Income

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

Matthew Abbott
Director of Fixed Income
Wellington Management Co.

Members

Aetna
Brighthouse Services, LLC
California Public Employees’ Retirement System
California State Teachers' Retirement System
Charles Schwab Investment Management
Dodge & Cox
Federated Investors, Inc.
Genworth Financial

Great-West LIFECO Inc. 
MassMutual  
MetLife Inc  
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
Sun Life Financial
T. Rowe Price Group, Inc.
TD Asset Management
Thrivent Financial
Unum Group
Voya Investment Management
Wellington Management Co., LLP

Previous Meetings

FIF 2022 Fall Roundtable Roundtable 
October, 2022
Program 

FIF 2023 Spring Roundtable 
March, 2023
Program 

Contact

Questions?

For more information, please contact: 

Scott Anderson

Global Head of Peer-to-Peer Memberships & Managing Director, EMEA
scott.anderson@iilondon.com

Joanie Starkenburg

Sales Director
joanie.starkenburg@iimemberships.com