Credit Invest USA by FILS

4 - 5 December 2025

Omni Parker House, Boston

Speakers

Advisory Board

Leslie Falconio, Managing Director and Chief Investment Office and Head of Taxable Fixed Income S at UBS Wealth Management

Leslie Falconio

Managing Director and Chief Investment Office and Head of Taxable Fixed Income S
UBS Wealth Management

Dimitri Grechenko, Managing Director, Investments at Maryland State Retirement and Pension System

Dimitri Grechenko

Managing Director, Investments
Maryland State Retirement and Pension System

John Maggiacomo, Managing Director at Apollo Global Management

John Maggiacomo

Managing Director
Apollo Global Management

Robert Fogarty, Director, Senior Product Specialist – Private Debt at DWS

Robert Fogarty

Director, Senior Product Specialist – Private Debt
DWS

Jay Gattani, SMD, Global Head - Products, Front Office and Operations Tech at Nuveen, a TIAA company

Jay Gattani

SMD, Global Head - Products, Front Office and Operations Tech
Nuveen, a TIAA company

Bill Kelly, Former CEO, CAIA Association and Founder at Educational Alpha LLC

Bill Kelly

Former CEO, CAIA Association and Founder
Educational Alpha LLC

Buy Side Speakers

Matthew Steinaway, EVP & Chief Investment Officer, Global Fixed Income Solutions Group at State Street Investment Management

Matthew Steinaway

EVP & Chief Investment Officer, Global Fixed Income Solutions Group
State Street Investment Management

Susan Wisialko, Chief Investment Officer at Global Infrastructure Finance LLC

Susan Wisialko

Chief Investment Officer
Global Infrastructure Finance LLC

Ryan Severino, Chief Economist and Head of Research at Bentall GreenOak BGO

Ryan Severino

Chief Economist and Head of Research
Bentall GreenOak BGO

Keith Morris, Chief Investment Officer at State of Maryland Treasurers

Keith Morris

Chief Investment Officer
State of Maryland Treasurers

Mark Jarosz, Managing Director, Head of Credit Alternatives at BMO Global Asset Management

Mark Jarosz

Managing Director, Head of Credit Alternatives
BMO Global Asset Management

Alvin Burgos, Senior Portfolio Manager at RGA Re

Alvin Burgos

Senior Portfolio Manager
RGA Re

Allen Xiao, Deputy Chief Risk Officer at Amundi US

Allen Xiao

Deputy Chief Risk Officer
Amundi US

Matthew Nest, MD, Global Head of Active Fixed Income at State Street Investment Management

Matthew Nest

MD, Global Head of Active Fixed Income
State Street Investment Management

Tod Trabocco, Managing Director, Private Credit Advisory Business at StepStone Group

Tod Trabocco

Managing Director, Private Credit Advisory Business
StepStone Group

Hong Gao, Head of Investment Technology Strategy at PGIM Fixed Income

Hong Gao

Head of Investment Technology Strategy
PGIM Fixed Income

Liliang Chen, Quantitative Portfolio Manager at Freddie Mac

Liliang Chen

Quantitative Portfolio Manager
Freddie Mac

Peter Yanulis, Portfolio Manager at Loomis, Sayles & Co

Peter Yanulis

Portfolio Manager
Loomis, Sayles & Co

Akbar Causer, Managing Director at Morgan Stanley

Akbar Causer

Managing Director
Morgan Stanley

Manju Boraiah, Global Head of Systematic Fixed Income and Custom SMA at Allspring Global Investments

Manju Boraiah

Global Head of Systematic Fixed Income and Custom SMA
Allspring Global Investments

Ph.D. Riti Samanta, Co-Head North America Fixed Income, Systematic Portfolio Manager at Russell Investments

Ph.D. Riti Samanta

Co-Head North America Fixed Income, Systematic Portfolio Manager
Russell Investments

Dan Dreher, Solutions Strategist at L&G

Dan Dreher

Solutions Strategist
L&G

Yulia Alekseeva, Managing Director, Asset Based Finance at Barings

Yulia Alekseeva

Managing Director, Asset Based Finance
Barings

Ruven Shafir, Managing Director at Arena Investors

Ruven Shafir

Managing Director
Arena Investors

Jason Sotero, Managing Partner at Patria Advisors

Jason Sotero

Managing Partner
Patria Advisors

Francis McKenna, Head of Fixed Income at Aegis Capital

Francis McKenna

Head of Fixed Income
Aegis Capital

Max Yu, U.S. Head of Markets & Quant Research, Fixed Income and Leveraged Credit at Macquarie Asset Management

Max Yu

U.S. Head of Markets & Quant Research, Fixed Income and Leveraged Credit
Macquarie Asset Management

Dominique Bly, Macro Credit Research Strategist at BlackRock

Dominique Bly

Macro Credit Research Strategist
BlackRock

Eric Williams, Portfolio Manager at Loomis, Sayles & Company

Eric Williams

Portfolio Manager
Loomis, Sayles & Company

Jefferson Monastoque, Director, Global Technology & Data at Barings

Jefferson Monastoque

Director, Global Technology & Data
Barings

Ash Shetty, Senior Vice President, Portfolio Manager and Risk Strategist at PineBridge Investments

Ash Shetty

Senior Vice President, Portfolio Manager and Risk Strategist
PineBridge Investments

Cyrus McMillan, Portfolio Manager at Trillium Asset Management

Cyrus McMillan

Portfolio Manager
Trillium Asset Management

Brett Wilzbach, PM at Cannae Portfolio Advisors

Brett Wilzbach

PM
Cannae Portfolio Advisors

Jeffrey Himstreet, Vice President and Senior Counsel at MFA

Jeffrey Himstreet

Vice President and Senior Counsel
MFA

Thomas Swaney, Chief Investment Officer at Factor Two Capital Management

Thomas Swaney

Chief Investment Officer
Factor Two Capital Management

Marjorie Hogan, Chief Investment Officer and Managing Member at Altum Capital Management

Marjorie Hogan

Chief Investment Officer and Managing Member
Altum Capital Management

Mark Spindel

Senior Advisor
F/M Invest

Abhishek Sinha, CEO & CIO at Nelumbium Capital

Abhishek Sinha

CEO & CIO
Nelumbium Capital

Akhil Mago, Founder & Portfolio Manager at Indago Capital LLC

Akhil Mago

Founder & Portfolio Manager
Indago Capital LLC

Ismail Karaer, Investment Advisor at Olea Partners Multi Family Office

Ismail Karaer

Investment Advisor
Olea Partners Multi Family Office

Adam H. Brown, Head of Liquid Credit at Comvest Credit Partners

Adam H. Brown

Head of Liquid Credit
Comvest Credit Partners

Vaibhav Kalia, Vice President, Senior PM and Head of Fixed Income at Selective Insurance

Vaibhav Kalia

Vice President, Senior PM and Head of Fixed Income
Selective Insurance

John Henry Iucker, General Partner & Head of Credit at Catalio Capital Management

John Henry Iucker

General Partner & Head of Credit
Catalio Capital Management

Saurav Banerjee

CEO & CIO
Banjarisk LLC

Mark Solovy, Managing Director, Co-Head of Technology Private Credit and Head of Venture Debt at Monroe Capital

Mark Solovy

Managing Director, Co-Head of Technology Private Credit and Head of Venture Debt
Monroe Capital

Rachel Green, Director, ESG at Audax Private Debt

Rachel Green

Director, ESG
Audax Private Debt

Andrew Dassori, Chief Investment Officer at Wavelength Capital Management

Andrew Dassori

Chief Investment Officer
Wavelength Capital Management

Sell Side & Vendor Speakers

Jake Pollack, Head of North America Credit Trading & Global Credit Financing at JP Morgan Asset Management

Jake Pollack

Head of North America Credit Trading & Global Credit Financing
JP Morgan Asset Management

Robert Slater, CEO at Cognitive Credit

Robert Slater

CEO
Cognitive Credit

Vivek Raman, Co-Founder and CEO at Etherealize

Vivek Raman

Co-Founder and CEO
Etherealize

Moderators

Anthony Tanner CFA, Subject Matter Expert at The Rochester Funds ~ OppenheimerFunds

Anthony Tanner CFA

Subject Matter Expert
The Rochester Funds ~ OppenheimerFunds

Parijat Banerjee, Global Co-Head of Investment Management at Crisil Coalition Greenwich

Parijat Banerjee

Global Co-Head of Investment Management
Crisil Coalition Greenwich

Abhik Pal, Global Head of Practice at Crisil Integral IQ

Abhik Pal

Global Head of Practice
Crisil Integral IQ

Noam Cotton, Relationship Manager at Crisil Coalition Greenwich

Noam Cotton

Relationship Manager
Crisil Coalition Greenwich

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