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, CIO- Fixed income and currencies at State Street Global Advisors

Matthew Steinaway

CIO- Fixed income and currencies
State Street Global Advisors

Susan Wisialko, Chief Investment Officer at Global Infrastructure Partners

Susan Wisialko

Chief Investment Officer
Global Infrastructure Partners

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

Ryan Severino

Chief Economist and Head of Research
Bentall GreenOak BGO

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

Adam H. Brown

Head of Liquid Credit
Comvest Credit Partners

Keith Morris, Chief Investment Officer at State of Maryland Treasurers

Keith Morris

Chief Investment Officer
State of Maryland Treasurers

Mark Jarosz, Head of Private Credit and Portfolio Manager at BMO Global Asset Management

Mark Jarosz

Head of Private Credit and Portfolio Manager
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, Global Head of Active Fixed Income at State Street Global Advisors

Matthew Nest

Global Head of Active Fixed Income
State Street Global Advisors

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

Dan Dreher, Solutions Strategist at L&G Investment Management

Dan Dreher

Solutions Strategist
L&G Investment Management

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

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

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 Managment

Cyrus McMillan

Portfolio Manager
Trillium Asset Managment

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

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

Tod Trabocco

Managing Director, Private Credit Advisory Business
StepStone Group

Jason Sotero, Managing Partner at Patria Advisors

Jason Sotero

Managing Partner
Patria Advisors

Sell Side & Vendor Speakers

Jake Pollack, Head of North America Credit Trading & Global Credit Financing at J.P. Morgan

Jake Pollack

Head of North America Credit Trading & Global Credit Financing
J.P. Morgan

Robert Slater, CEO at Cognitive Credit

Robert Slater

CEO
Cognitive Credit

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Cognitive Credit