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, Global Senior Managing Director, Head Products, Front Office Trading & Operation at Nuveen

Jay Gattani

Global Senior Managing Director, Head Products, Front Office Trading & Operation
Nuveen

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

Bill Kelly

Former CEO, CAIA Association and Founder
Educational Alpha LLC

Institutional Allocators

Susan Wisialko, Chief Investment Officer at Global Infrastructure Finance LLC

Susan Wisialko

Chief Investment Officer
Global Infrastructure Finance LLC

Keith Morris, Chief Investment Officer at State of Maryland Treasurers

Keith Morris

Chief Investment Officer
State of Maryland Treasurers

Alvin Burgos, Senior Portfolio Manager at RGA Re

Alvin Burgos

Senior Portfolio Manager
RGA Re

Liliang Chen, Quantitative Manager (Advisor) at Fannie Mae

Liliang Chen

Quantitative Manager (Advisor)
Fannie Mae

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

Ismail Karaer, Investment Advisor at Olea Partners Multi Family Office

Ismail Karaer

Investment Advisor
Olea Partners Multi Family Office

Traditional Asset Managers

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

Andrew Peters, Managing Director, Head of Investment Consulting Group at New York Life Investments

Andrew Peters

Managing Director, Head of Investment Consulting Group
New York Life Investments

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

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

Peter Yanulis, Portfolio Manager at Loomis, Sayles & Co

Peter Yanulis

Portfolio Manager
Loomis, Sayles & Co

Eric Williams, Portfolio Manager at Loomis, Sayles & Company

Eric Williams

Portfolio Manager
Loomis, Sayles & Company

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

Hong Gao, VP Investment Technology at PGIM Fixed Income

Hong Gao

VP Investment Technology
PGIM Fixed Income

Dominique Bly, Macro Credit Research Strategist at BlackRock

Dominique Bly

Macro Credit Research Strategist
BlackRock

Dan Dreher, Solutions Strategist at Legal & General

Dan Dreher

Solutions Strategist
Legal & General

Cyrus McMillan, Portfolio Manager at Trillium Asset Management

Cyrus McMillan

Portfolio Manager
Trillium Asset Management

Tom Routhier, Senior Vice President, Private Placements at Macquarie Asset Management

Tom Routhier

Senior Vice President, Private Placements
Macquarie Asset Management

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

Francis McKenna, Head of Fixed Income at Aegis Capital

Francis McKenna

Head of Fixed Income
Aegis Capital

Andrew Dassori, Chief Investment Officer at Wavelength Capital Management

Andrew Dassori

Chief Investment Officer
Wavelength Capital Management

Mark Spindel

Senior Advisor
F/M Invest

Saurav Banerjee

CEO & CIO
Banjarisk LLC

Abhishek Sinha, CEO & CIO at Nelumbium Capital

Abhishek Sinha

CEO & CIO
Nelumbium Capital

Jefferson Monastoque, Director, Global Technology & Data at Barings

Jefferson Monastoque

Director, Global Technology & Data
Barings

Alternative Asset Managers

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

Tod Trabocco

Managing Director, Private Credit Advisory Business
StepStone Group

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

Ryan Severino

Chief Economist and Head of Research
Bentall GreenOak BGO

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

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

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

John Henry Iucker

General Partner & Head of Credit
Catalio Capital Management

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

Adam H. Brown

Head of Liquid Credit
Comvest Credit Partners

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

Brett Wilzbach, PM at Cannae Portfolio Advisors

Brett Wilzbach

PM
Cannae Portfolio Advisors

Akhil Mago, Founder & Portfolio Manager at Indago Capital LLC

Akhil Mago

Founder & Portfolio Manager
Indago Capital LLC

Industry Association

Jeffrey Himstreet, Vice President and Senior Counsel at MFA

Jeffrey Himstreet

Vice President and Senior Counsel
MFA

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

Brad Foster, Head of Fixed Income & Private Markets at Bloomberg

Brad Foster

Head of Fixed Income & Private Markets
Bloomberg

Mark Phillips, Global Head Private Debt at Bloomberg

Mark Phillips

Global Head Private Debt
Bloomberg

Michael Watson, CEO & Founder at Hedgineer

Michael Watson

CEO & Founder
Hedgineer

Donald Muir, CEO & Founder at F2

Donald Muir

CEO & Founder
F2

Jay Katz, CEO of Loan Market Solutions at Etherealize

Jay Katz

CEO of Loan Market Solutions
Etherealize

Eric Fox, Principal at Deloitte

Eric Fox

Principal
Deloitte

Moderators

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

Anthony Tanner CFA

Subject Matter Expert
The Rochester Funds ~ OppenheimerFunds

Mark Buckley, Markets and Investment Management at Crisil Coalition Greenwich

Mark Buckley

Markets and Investment Management
Crisil Coalition Greenwich

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

James Wolstenholme, Strategic Advisor at Datos Insights

James Wolstenholme

Strategic Advisor
Datos Insights

Ben Emons, Founder at FedWatch Advisors

Ben Emons

Founder
FedWatch Advisors

Eric S. Cott, President at Cott Consulting LLC

Eric S. Cott

President
Cott Consulting LLC

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