Fixed Income Forum

Building an Engaged Community of Fixed Income Leaders
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.

Become a Member

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

Todd Ludgate 
Senior Investment Officer – Fixed Income
The State Board of Administration of Florida

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 Hermes, Inc.
Genworth Financial

Great-West LIFECO Inc. 
MassMutual  
MetLife Inc  
Morgan Stanley
Nationwide Investments 
Newton Investment Management Ltd.  
NYL Investors, LLC  
Northern Trust Asset Management  
Northwestern Mutual Investment Management Company  
Nuveen Asset Management  
OMERS Capital Markets  
PGIM Fixed Income  
 

Securian Asset Management
Stanlib Asset Management 
State Farm Insurance Companies
The State Board of Administration of Florida 
T. Rowe Price Group, Inc.
TD Asset Management
Thrivent Financial
Unum Group
Voya Investment Management
Wellington Management Co., LLP

Previous Meetings

FIF 2022 Fall Roundtable 
October, 2022
Program 

FIF 2023 Spring Roundtable 
March, 2023
Program 

FIF 2023 Senior Delegate Roundtable 
July, 2023
Program 

Contact

Kelly Baughman
Director of Sales | kelly.baughman@iimemberships.com

Joanie Starkenburg
Director of Sales | jstarkenburg@iimemberships.com 

Annabel Plumtree
Associate Director | annabel.plumtree@institutionalinvestor.com

Eleanor Downie
Client Relations & Operations Manager | eleanor.downie@iilondon.com