Fixed Income Investing with ETFs
15-10-2015
Event
London Stock Exchange
10 Paternoster Square
London EC4M 7LS
London Stock Exchange is the leading European exchange for fixed income ETFs
Li Chao
Fund Manager, Fullgoal Fund Management Company Limited
Mr. Li Chao is the fund manager of Fullgoal Fund Management Company Limited. Prior to joining Fullgoal Fund Management Company Limited, Mr. Li was investment manager at Bank of Communications Schroder Fund Management Co., Ltd from 2012 to 2015. From 2010 to 2012, Mr. Li was assistant investment manager at UBS SDIC Fund Management Co., Ltd. From 2009 to 2010, Mr. Li was bond trader at AXA SPDB Investment Management Co., Ltd. Mr. Li began his career with AIG Asset Management (China) as bond trader in 2007. Mr. Li holds a bachelor degree in Physics from Shanghai Jiaotong University.
Bill Donahue
Managing Director, Asset Management and ETF Practice Leader, PwC
Bill has over 20 years experience serving the asset management industry. He has significant experience with ETFs, commingled/collective investment funds, partnerships, master-feeder, multiple class and multi-manager funds, offshore entities and internal control reviews. He has assisted in several client initiatives, including evaluating their distribution options, launching new investment products, fund mergers, system conversions, and reviewing and evaluating compliance monitoring procedures and internal controls. Bill has specialized in ETFs for the past 18 years, assisting clients with ETF strategies, markets, fund accounting, fund administration, custody and transfer agent services. He has helped a number of start-up ETFs deal with various accounting, compliance, operational, reporting and tax issues associated with their commencement of operations. He is one of our PwC’s subject matter experts on accounting, regulatory and internal control matters and serves on our Technical Accounting Group within our Asset Management practice. Bill is a frequent speaker in our Professional Development Program, as well as NICSA and other industry associations. He received a BS degree from Bentley University. He is a CPA, as well as a member of the American Institute of Certified Public Accountants and Massachusetts Society of CPAs.
Mike Amey
Managing Director and Portfolio Manager London, PIMCO
Mr. Amey is a managing director and portfolio manager in the London office. He is responsible for sterling portfolios, the European insurance (ex Germany) and the European LDI (liability-driven investing) portfolio management groups. Prior to joining PIMCO in 2003, he was head of U.K. fixed income at Rothschild Asset Management and after their merger, at Insight Investment. Prior to joining Rothschild in 1994, Mr. Amey spent two years tutoring in the Department of Economics at the University of Durham. He has 21 years of investment experience and holds undergraduate and master's degrees in corporate and international finance from the University of Durham. Mr. Amey is also a member of the U.K. Society of Investment Professionals.
Frank Mohr
Head of ETF Sales Trading, Commerzbank AG
Frank joined Commerzbank in 1985. He worked as a Senior Equity Sales and covered all kind of Institutions in the UK and German speaking countries. Since 2005 he is responsible for the development of Commerzbank ETF Market Making activities in Europe and Asia. Commerzbank is meanwhile one of the leading ETF Market Makers in Europe and in Asia. Frank was one of the Founder of the ETF Ambassador initiative in Switzerland.
Brett Olson
Head of Fixed Income iShares in EMEA
Prior to joining BlackRock, Mr. Olson was with Nomura from October 2009 until June 2013, most recently serving as Managing Director, Head of ABS Sales in Europe & Head of Illiquid Distribution in Europe. Prior to Nomura, he spent the majority of his career with Lehman Brothers in London followed by a brief stint at Standard Chartered Bank. Prior to business school, Mr. Olson spent 5 years in manufacturing in the USA, Germany and Italy.
Mr. Olson earned a Masters of Management from Northwestern University's Kellogg Graduate School of Management in 1999 and a BA degree from Skidmore College in 1992.
Fabrizio Palmucci
Head of Fixed Income Product Management, Source
Fabrizio is a fixed income product specialist. Prior to joining Source, Fabrizio was a corporate rating analyst with Moody’s Investor Service covering industrial companies within EMEA. Previously, Fabrizio worked as a fixed income trader at Union Bancaire Privee. Fabrizio started his career as a product marketing manager at Fortis Investments. Fabrizio has over 12 years of experience in financial services and is a Chartered Financial Analyst (CFA).
Pietro Poletto
Head of Fixed Income, ETPs and Structured Products, LSEG
Pietro Poletto is Head of Fixed Income, ETPs and Securitised Derivatives for London Stock Exchange Group. He oversees several markets across London and Milan, used for the listing and trading of a wide range of fixed income and structured products. Pietro joined Borsa Italiana in 1999 and at the time of the merger between London Stock Exchange Group and Borsa Italiana in 2007, was appointed to his current role. He has led a series of local and Group-wide initiatives,
supervising the launch of the Italian Covered Warrants market in 2000 and the launch of ETFPlus, Borsa Italiana’s platform for the listing and trading of ETFs, ETCs and ETNs. He also oversees Borsa Italiana’s MOT market, the most successful retail bond trading platform in Europe. Most recently, in February 2010, he oversaw the launch of the Order book for Retail Bonds (ORB), the UK’s first centralised, on-exchange market for retail-sized government and corporate bonds. Pietro is also a Board member of MTS and EuroMTS and CEO of EuroTLX.
Brett Pybus
Head of iShares EMEA Fixed Income Product Strategy
Before joining BlackRock, Mr Pybus worked at UBS Global Asset Management from 2008-2013 as a fixed income investment specialist where he focused on global, currency and high yield strategies. Prior to that he worked for Lehman Brothers Asset Management from 2005-2008 covering the full range of fixed income strategies as a product specialist. Mr Pybus started his career at Morgan Stanley Investment Management as part of the Strategic Planning and Product Development group from 1999-2005.
Mr Pybus holds an MSc in Economics from University College London and a BSc in Economics from the University of Southampton. He is also a CFA charterholder.
Sanjay Sachdev
Chairman, ZyFin Holdings Pte Ltd
Sanjay Sachdev has spent over 26 years’ experience in the global financial services industry in various leadership positions building game changing asset management businesses. As Chairman of ZyFin Group, Sanjay is currently involved in establishing and leading a unique Asset Management business and a macro-economic research firm focused on India, ASEAN and GCC/MENA regions. Prior to establishing ZyFin, he was President & CEO of Tata Asset Management where the company witnessed substantial growth managing US $5 Billion of Assets under Management including a very successful partnership with Mizuho Bank of Japan. Prior to that, Sanjay worked for five years as the Managing Director of Shinsei Bank Group for S.E. Asia and India where his strong industry relationships helped the group access cross-border investment opportunities in the region and also successfully established a successful asset management business managing over US$2 Billion in Singapore and in India. Before joining Shinsei Bank, Sachdev was associated with the Principal Financial Group for over 12 years as Global Manager based out of the US with a focus on emerging markets. He was Managing Director of Principal Pnb Asset Management that acquired 3 asset management businesses and managed assets of over US 3 Billion and launching a successful wealth management business in the country. He is credited with launching Asia's first BRICS fund in Malaysia with CIMB, India's first Nifty index fund and establishing a historic partnership with the Indian government to open the post office network for financial services product distribution all over the country. He was also the founding President of the US-India Investment Forum and was ranked by The Week Magazine as one of the 50 emerging leaders in India in 2004. Sanjay holds a Certificate in Corporate Governance from the Wharton School of Management, a Master’s Degree in International Management from the American Graduate School of International Management (Thunderbird), Phoenix, AZ., USA and a Degree in Law from the Government Law College, University of Bombay, India.
Ian Shea
Head of Fixed Income Trading, Jane Street Europe
Jacco Verpoorte
Fixed Income ETF Trader, Flow Traders
Jacco Verpoorte joined Flow Traders in 2006 as an ETF trader. After setting up and trading European Sector Equity ETFs for 4.5 years, he moved to our Emerging Markets Equity desk during spring 2011. During the summer of 2014, a position at the Fixed Income desk opened up and Jacco switched from trading Equity ETFs to Fixed Income ETFs within Flow Traders. Currently, his desk is market maker, liquidity provider and/or designated sponsor in over 1000 listings in Fixed Income ETFs on the major European Exchanges including LSE.
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