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.

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

 

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

Randy Brown
Chief Investment Officer
Sun Life Financial

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.

John Hancock Financial Services
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 Street Global Advisors
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 2021 Fall Roundtable Roundtable 
November, 2021
Program 

FIF 2021 Senior Delegate Virtual Roundtable 
March, 2021
Program 

FIF 2021 Virtual Spring Roundtable 
March, 2021
Program 

FIF Monthly Webcast - February: The Many Degrees of Going Green 
January, 2021

FIF Monthly Webcast - January: The World of Work in Flux
January, 2021

FIF 2020 Fall Webinar Series 
October - November, 2020
Program 

FIF 2020 Summer Webinar Series 
July- August, 2020
Program 

FIF 2020 Spring Roundtable
March,2020 
Program

Contact

Questions?

For more information, please contact: 

Lisa Yao

+1 3103948305; ext=222
LYao@ttivanguard.com

Joanie Starkenburg

+1212 224 3885
joanie.starkenburg@iimemberships.com