FIASI - Key Persons

Alina Golant

Job Titles:
  • Chairman of the Membership Committee
The Membership Committee assists in the recruitment of new members and the retention of existing members. To accomplish these goals the committee works to build awareness of FIASI across the industry and is undertaking a series of initiatives to improve the value of the organization to its current base. Neworking also falls under the perview of the Membership Committee. ALINA GOLANT, CFA, is a senior fixed income strategist and is a specialist in high yield credit. With 20 years of experience in fixed income research, Alina offers deep expertise in credit analysis and has strong knowledge of a variety of industries, including energy, energy transition, basics, airlines, shipping, among others. Currently, Alina leads high yield research for the UBS Chief Investment Office Americas. In her role, Alina provides recommendations in bonds and preferred securities and advances CIO's high yield strategy. Alina joined UBS in February 2021. Prior to her role at UBS, she worked in sell-side research at BNP Paribas, Barclays, and Scotiabank, providing investment recommendations and trade ideas to clients and the trading desk. Alina is a CFA Charterholder since 2009 and is a member of the CFA Institute, New York Society of Security Analysts, and Fixed Income Analysts Society (FIASI). She chairs FIASI's membership committee and holds the Series 7 and 63 securities licenses. Alina graduated magna cum laude from New York University's Stern School of Business, majoring in finance and honors economics and was the winner of the Jules B. Backman prize in economics. Outside of work, Alina is an avid skier and enjoys hiking, boating, traveling, and spending time outdoors with her family.

Anupam Damani

Job Titles:
  • Portfolio Manager for Nuveens
  • Portfolio Manager, Head of International and Emerging Markets Debt Sector Team, Nuveen
Anupam is a portfolio manager for Nuveens global fixed income team and heads the international and emerging markets blend sector team, which selects non-U.S. credit securities for all products. She is the lead portfolio manager of the International Bond strategy and co-portfolio manager of the Emerging Markets Blend Strategy and specializes in international sovereign credit, global rates and foreign currency. Anupam is also a member of the Investment Committee, which discusses and debates investment policy for all global fixed income products. Previously, Anupam was the sovereign research analyst for central and Eastern Europe, Middle East and Africa regions, lead emerging markets debt trader and portfolio manager for Eurozone Debt. Before joining the firm in 2005, she was an EMD portfolio manager and trader at Citigroup. Anupam began working in the investment industry in 1995. Anupam was ranked one of the 2018 and 2019 Top 20 female portfolio managers in the United States by Citywire Professional Buyer magazine. Ms. Damani holds a BA in political science and economics from Calcutta University in India and a BA in financial and investment management from Pace University, New York. She holds the Chartered Financial Analyst® designation.

ARASH KAMYAB

Job Titles:
  • Associate Director, Emerging Markets
ARASH KAMYAB, is an Associate Director, Emerging Markets Interest Rates trader at UBS Securities LLC. He is responsible for the Latam Rates book of business, and a market maker in Latam Rates & FX. Arash also spent 4 year at UBS as a quant developer. Prior to joining UBS in 2014, Mr. Kamyab was at Thomson Reuters for 8 years where he was a Fixed Income specialist working closely with Hedge Funds, Banks and Credit Agencies and helping Thomson Reuters grow the business in Fixed Income data and analytics. Mr. Kamyab received his bachelor's degree in Software Engineering from McMaster University.

BRIAN TOTH

Job Titles:
  • Senior Credit Analyst at the New York State Insurance Fund Responsible for the Utilities
BRIAN TOTH, CFA is a Senior Credit Analyst at the New York State Insurance Fund responsible for the utilities, energy, media, telecom, transportation and metals & mining sectors. Other sectors Mr. Toth has experience include the retail, consumer products and services, and has expertise in high-yield, investment grade and distressed securities. Mr. Toth has more than 16 years of experience in corporate credit analysis, counter party credit risk assessment, sovereign risk determination and private equity analysis at various institutions. Previously Mr. Toth was a Private Equity Consultant and Credit Analyst Consultant for APG Asset Management, Senior Credit Analyst at Paloma Partners, Director and Senior Credit Analyst at Babson Capital Management (now Barings Capital) and Senior Counterparty Credit Analyst at PaineWebber. Brian received an MBA from the Simon School (University of Rochester) in 2001 and received a BS in Accounting and Finance from SUNY/Buffalo in 1990. Brian has been a CFA® charterholder since 1998.

DAVID KNUTSON

Job Titles:
  • Senior Director of Strategic Outreach
  • Senior Director of Strategic Outreach for S & P
DAVID KNUTSON, CFA, Senior Director of Strategic Outreach for S&P Global. David joined S&P Global from Schroders where he most recently worked as the Head of US Fixed Income Product Management after joining the firm as Head of Integrated Credit Research. Before moving to New York, he helped establish the US asset management business and led the research initiatives for global financials and emerging markets for Legal and General in Chicago. Prior to that David was responsible for financials research at Mason Street Advisors, the investment adviser to Northwestern Mutual. Before joining the buy side, he worked at UBS in risk management, debt capital markets and liability management and earlier started his career at Bank of America as a credit analyst and later as the research manager for Latin America. He is active with the CFA Society of New York and the Fixed Income Analyst Society. Before leaving the buy side, David was Chair of the Credit Roundtable, a member of the Sustainability Accounting Standards Board's Standards Advisory Group and participated on the advisory councils of several rating agencies. He earned the Chartered Financial Analyst, Financial Risk Manager and Chartered Market Technician designations and was a Rotary Scholar at the Universidad de Belgrano in Buenos Aires and also attended the University of Glasgow while earning a Master's in Finance, Economics and Foreign Languages and a Bachelors in International Studies and Political Science with Minors in History and Foreign Languages from Iowa State University of Science and Technology.

Diane Vazza

Job Titles:
  • Emergency Medical Technician
  • Global Head of Fixed Income Research
Diane is a serial explorer and has traveled to 50 states and over 100 countries across six continents in addition to the North Pole. DIANE VAZZA is the Global Head of Fixed Income Research at S&P Global and chairs the firm's Ratings Performance Governance Council. Diane is a certified Emergency Medical Technician (EMT) and volunteers for Emergency Medical Services (EMS) 911 rescue squad. Diane holds a BA degree in both Classics (Latin and Ancient Greek) and French from College of the Holy Cross. She is past President of FIASI, Chaired FIASI's Inaugural 2015 Women in Fixed Income Conference (WiFI-New York) and 2016 WiFI -Boston Conference. DIANE VAZZA is Global Head of Fixed Income Research at S&P Global Ratings and chairs the firm's Ratings Performance Governance Council. Her team's analyses, forecasts and research on global credit markets and studies on ratings behavior have earned an international audience. Diane began her Wall Street journey by surviving Chase Bank's two-year credit training program. Her career spans banking, capital markets, regulatory oversight, trading, and credit research at Chase, Drexel Burnham Lambert, and Citibank. Credit Magazine named Diane one of the top 50 women across the globe in credit and fixed income. She has traveled to over 100 countries. She is past President of the FIASI for the fiscal year 2004-2005, Chaired FIASI's Inaugural 2015 & 2016 Women in Fixed Income Conferences (WiFI-New York and Boston). Diane is a certified Emergency Medical Technician (EMT) and volunteers for Emergency Medical Services (EMS) 911 rescue squad. Diane holds a BA degree in both Classics (Latin and Ancient Greek) and French from College of the Holy Cross. DIANE VAZZA serves on the Boards of Directors for two firms specializing in private equity and financial services/asset management. She leads Finance and Audit & Risk Control Committees. Diane has broad and deep experience across banking, credit, corporate finance, operational risk, financial regulation, restructuring, sales & trading, and product development. Her career spans leadership roles at S&P Global, Drexel Burnham Lambert, Citibank, Comptroller of the Currency and Chase. Credit named Diane one of the top women globally in credit and fixed income. She volunteers on Fixed Income Analysts' Society's Board of Directors, is a former president, and chaired inaugural Women in Fixed Income conferences in New York City and Boston. She is a licensed Emergency Medical Technician (EMT) and volunteers in her community. DIANE VAZZA currently serves on the Boards of Directors for a couple of private equity firms and heads a portfolio company. She volunteers on Fixed Income Analysts Society's Board of Directors, is past President and pioneered the development and the chaired the inaugural Women in Fixed Income (WiFI) conferences in New York City and Boston. She twice chaired FIASI's Hall of Fame event and chaired the membership committee devising initiatives that led to a record level of over 300 members where it has been sustained. Along with several Board members comprising the Strategy Committee, she re-imagined FIASI's mission, updated the organization's charter and re-invigorated the committee structure to promote organic board membership. Diane's Wall Street career spans leadership roles at S&P Global, Drexel Burnham Lambert, Citibank, Comptroller of the Currency and Chase. Credit named Diane one of the top women globally in credit and fixed income. Her volunteer work also includes her service as an EMT in her community.

Elaine M. Stokes

Job Titles:
  • Executive Vice President, Portfolio Manager and Co - Head of the Full Discretion Team at Loomis
  • Executive Vice President, Portfolio Manager and Co - Head of the Full Discretion, Loomis, Sayles & Company
Elaine Stokes is an executive vice president, portfolio manager and co-head of the full discretion team at Loomis, Sayles & Company. She has 33 years of investment industry experience and joined Loomis Sayles in 1988. Elaine is also a member of the firms Board of Directors. Elaine is a co-portfolio manager for the firms flagship Loomis Sayles Bond Fund, as well as a variety of mutual fund and institutional strategies, including the Credit Income, Fixed Income, High Income, High Income Opportunities, Institutional High Income, Investment Grade Bond, Investment Grade Fixed Income, Multisector Income, Strategic Monthly Income and Strategic Income funds, and the Loomis Sayles Multisector Full Discretion, Core Plus Full Discretion, High Yield Conservative and High Yield Full Discretion strategies. Prior to becoming a portfolio manager in 2000, she had experience working in high yield, global and emerging markets. Elaine has served as a senior fixed income trader and portfolio specialist. Elaine is co-head and founder of the Loomis Sayles Women at Work Network and is on the executive board for the Strong Women, Strong Girls nonprofit organization. She earned a BS from St. Michaels College. FIASI will offer the 2020 WiFi event FREE to all! Pre-registration is required to obtain the Webinar information.

Erin Lyons - President

Job Titles:
  • Co - Head
  • President
  • Secretary
  • Co - Head US Investment Grade Research, CreditSights, FIASI Board Member
  • Global Head of Business Strategy
ERIN LYONS co-head US Investment Grade Research and the US Credit Strategist at CreditSights, an independent credit research firm. With two decades of experience analyzing credit markets, Erin directs CreditSights' IG research and publishes on a wide range of market and macroeconomic themes, as well as leading the firm's client engagement. She is a frequent panelist and commentator for industry events, and media like the WSJ, Barron's and Bloomberg. Prior to joining CreditSights Ms. Lyons was a publishing credit strategist at Citigroup and a portfolio manager at Brigadier Capital Management, a long/short credit hedge fund. In addition, she covered the high yield technology sector at both JPMorgan and Deutsche Bank. Erin holds a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania. ERIN LYONS is a 20-year veteran of the credit markets, Erin's experiences as a fundamental analyst, strategist, and portfolio manager have enabled her to be well versed in markets, sectors, and its participants. Currently focused on corporate and client strategy at CreditSights, her time on the sell-side (Citigroup, JPMorgan, Deutsche Bank) and buy-side (Brigadier Capital Management) throughout her career allows her to focus the company's efforts on client needs. Originally from Iowa, Erin holds a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania and is a mom to three.

Glenn Reynolds

Job Titles:
  • Fellow Hall of Fame Award Winner

GREGG LEMOS-STEIN - Managing Director

Job Titles:
  • Chief
  • Managing Director
  • Chief Analytical Officer, Corporate Ratings
  • Managing Director and Head of Analytics & Research
GREGG LEMOS-STEIN, CFA is a Managing Director and Head of Analytics & Research for the global ratings practices. He is responsible for analytical excellence and ratings consistency across all asset classes, quality and timeliness of credit opinions, and the creation and coordination of high-value sector and thematic research. Gregg joined S&P Global Ratings in 2002 and has had a wide range or analytical and managerial roles in New York and London. Immediately prior to his current position, Gregg was head of Analytics & Research for Corporate Ratings. He was previously Analytical Manager for the EMEA real estate sector and also led a team of analysts covering a diversified group of corporate issuers in Israel. Prior to that, he was analytical manager for the U.S. Telecommunications and Cable ratings team. He was a senior analyst in the U.S. autos and auto suppliers team from 2006 to 2010, where he served as a primary analyst on the U.S.-based automakers and several U.S.-based auto suppliers and truck manufacturers. Before joining S&P Global Ratings, Gregg worked for The Dreyfus Corporation and its parent Mellon Financial Corp. Gregg was also a business reporter for The Associated Press for several years. Gregg holds a Masters of Business Administration from Columbia University in New York and a bachelor of arts from The University of Chicago. He is a Chartered Financial Analyst. Gregg joined S&P Global Ratings in 2002 and has had a wide range of analytical and managerial roles in New York and London. Prior to his current position, Gregg was head of Analytics & Research for Corporate Ratings. He was previously Analytical Manager for the EMEA real estate sector and also led a team of analysts covering a diversified group of sectors in Israel. Prior to that, he was analytical manager for the U.S. Telecommunications and Cable ratings team. He was a senior analyst in the U.S. autos and auto suppliers team from 2006 to 2010. GREGG LEMOS-STEIN, CFA is a Managing Director and Chief Analytical Officer for Corporate Ratings at S&P Global Ratings. He is also head of Analytics & Research for the global ratings practices. In these roles, he is responsible for analytical excellence and ratings consistency, the quality and timeliness of credit publications, and the creation and coordination of cross-sector and thematic research.

Henry Shilling

Job Titles:
  • Director of Research
  • Director of Research, Sustainable Research and Analysis LLC
  • Founder and Director of Research, Sustainable Research and Analysis LLC, a NYC - Based Firm Sustainable Investing Research Firm ( Https
HENRY SHILLING, Founder and Director of Research, Sustainable Research and Analysis LLC, a NYC-based firm sustainable investing research firm (https://sustainableinvest.com), providing research, sustainable finance consulting, and educational/training services. Henry is the author of The International Guide to Securities Market Indices which was published in 1996 by International Publishing Corp., Chicago, Illinois. He is a contributor to Money Market Funds in the EU and the US, published in 2014 by Oxford University Press. Henry served as a President of FIASI during the fiscal years 2015-2017. He earned a B.A. in economics from Lehman College, City University of New York in 1971. HENRY SHILLING, Director of Research, Sustainable Research and Analysis LLC, a NYC-based early stage start-up focused on offering independent, objective and cost effective research, analysis and portfolio implementation strategies directed at investors who wish to integrate sustainability considerations into their investing plans. HENRY SHILLING Founder and Director of Research, Sustainable Research and Analysis LLC, a NYC-based firm offering independent research and analysis, portfolio implementation strategies, consulting, education as well as training services targeted at investors who wish to integrate sustainability considerations into their investment approaches. Previously with Moody's Investors, Henry in more recent years initiated and coordinated Moody's efforts to expand disclosure and add transparency in research, ratings and analysis to the reflection of environmental, social and governance (ESG) risks. He also led the firm's effort to launch and implement a methodology for assessing green bonds world-wide. In these and other capacities over the years, Henry published research articles, was a frequent commentator, and regularly presented Moody's views at various industry conferences. HENRY SHILLING, Founder and Director of Research, Sustainable Research and Analysis LLC, a NYC-based source for sustainable investment management information, research, opinions and fund disclosure assessments. Previously with Moody's Investors, Henry in more recent years initiated and coordinated Moody's efforts to expand disclosure and add transparency in research, ratings and analysis to the reflection of environmental, social and governance (ESG) risks. He also led the firm's effort to launch and implement a methodology for assessing green bonds world-wide. Henry is the author of The International Guide to Securities Market Indices which was published in 1996 by International Publishing Corp., Chicago, Illinois. He is a contributor to Money Market Funds in the EU and the US, published in 2014 by Oxford University Press. He earned a B.A. in economics from Lehman College, City University of New York in 1971.

J.P. Morgan

Job Titles:
  • Chairman of Global Research / J.P. Morgan

Jack Malvey

Job Titles:
  • Bond Market Expert Who Worked at Lehman, Dies at 72
Malvey was the chief global fixed-income strategist at

JASVINDER SINGH

Job Titles:
  • Product Manager for Bloomberg
JASVINDER SINGH is a product manager for Bloomberg's index business. In his current role, Jas oversees the development of Bloomberg Barclays Municipal, Canadian and Bloomberg Currency indices. He is also a member of Bloomberg Indices PROC (Product, Risk and Operations Committee), which provides governance oversight of benchmark indices, strategy indices and fixings administered by Bloomberg. In his prior roles at Bloomberg, Jas was the head of Bloomberg Index production, and managed Bloomberg Index Classification System (BICS) and Dividend forecasting (BDVD) products in Global Data.

Jessica G. Broughton - Chairman, VP

Job Titles:
  • Chairman
  • Vice - President
  • Director, Financial Institutions Coverage / BNP Paribas
  • Financial Services Relationship Manager
The Hall of Fame committee helps the Board of Directors identify potential candidates for inclusion in the annual Hall of Fame. Nominees will have made major contributions to the advancement of fixed-income analysis and portfolio management. These contributions may be academic, business-related, or FIASI-related. By majority vote, the Board will determine the annual inductees. This committee is manned by board members and past Hall of Famers. Once the Hall of Fame inductees are announced we look for volunteers to work with this committee to help with creating a cohesive event. JESSICA G. BROUGHTON, is a seasoned financial services relationship manager with deep credit background, experienced in developing diverse growth strategies for clients against an ever evolving macro and regulatory landscape. She is currently a Director in Financial Institutions Coverage ("FIC") at BNP Paribas, covering large, money center banks, their captive asset management arms, and midsize regional and foreign bank operations. Prior to joining FIC, Jessica was a credit analyst at BNP Paribas focused on Latin American financial institutions and Sovereigns. Prior to BNPP, Jessica spent almost two years at RBS covering North American financial institutions (primarily banks and broker dealers). She started her career in finance at Bear Stearns as a credit analyst. Jessica graduated with honors from the University of Pennsylvania with a BA in Economics and Hispanic Studies. She currently resides in Manhattan with her husband and two young sons.

Joyce Chang

Job Titles:
  • Chairman of Global Research / J.P. Morgan
  • Chairman of Global Research for J.P. Morgan 's Corporate and Investment Bank
  • Chairman of Global Research for J.P. Morgans Corporate
  • Moderator
Joyce Chang is Chair of Global Research for J.P. Morgans Corporate and Investment Bank, a global leader in Banking, Markets and Investor Services. J.P. Morgans Global Research professionals study all sectors in which the firm does business, including equities, fixed income, currency and commodities, emerging markets, derivatives and structured finance. The global research team has been named the top global research firm for 2017 and 2018 by Institutional Investor. Joyce was most recently Global Head of Research for the Corporate and Investment Bank, a role she held for more than five years. She was previously Global Head of Fixed Income Research and began her career as an Emerging Markets Strategist. From 1997 through 2012, Joyce held top rankings in Institutional Investor surveys for Emerging Markets research, earning 25 #1 individual rankings. In 2014, she was inducted into the Fixed Income Analyst Society Hall of Fame. Joyce was a Managing Director at Merrill Lynch and Salomon Brothers prior to joining J.P. Morgan Chase in 1999. She serves on the Board of Directors of Trickle Up and Girls Inc. and is a member of the Council on Foreign Relations, the Economic Club of New York, the Bretton Woods Committee and the Inter-American Dialogue. She is the Senior Sponsor for J.P. Morgans Corporate and Investment Bank Women on the Move Network, the network for employees of Asian heritage (AsPIRE) and Nonprofit Board Service. She has been named as one of Top 25 Most Powerful Women in Finance by American Banker since 2012. JOYCE CHANG is Chair of Global Research for J.P. Morgan's Corporate and Investment Bank. She has spent more than 30 years working in Global Research, with expertise in Macro, Fixed Income, Cross-Asset, Emerging Markets, Geopolitical, Strategic and Thematic Research. Joyce was most recently Global Head of Research, a role she held for more than five years (2014-2019). She was previously Global Head of Fixed Income Research and began her career as an Emerging Markets Strategist. From 1997 through 2012, Joyce held top rankings in Institutional Investor surveys for Emerging Markets research, earning 25 #1 individual rankings. In 2014, she was inducted into the Fixed Income Analyst Society Hall of Fame. In 2022, J.P. Morgan was named the top Global Research Team, #1 Global Equity Research Team, and the #1 Global Fixed Income Research team by Institutional Investor. Joyce was a Managing Director at Merrill Lynch and Salomon Brothers prior to joining J.P. Morgan Chase in 1999. She is the Executive Sponsor for J.P. Morgan Chase's network for employees of Asian heritage (AsPIRE) and on the Executive Committee of the Corporate and Investment Bank's Women on The Move network. She serves on the Board of Directors of the German Marshall Fund, Trickle Up and the Fixed Income Analyst Society as well as the advisory boards for the Bretton Woods Committee, Center of Financial Stability and the Ray Dalio Health Justice Center at New York Presbyterian. She is also a member of the Council on Foreign Relations and Inter-American Dialogue. She has been named as one of the Top 25 Most Powerful Women in Finance by American Banker and included in Barron's 100 Most Influential Women in Finance lists in past years. Joyce holds an M.P.A. from Princeton and serves on its External Advisory Council for the Center for Public Policy, and has a B.A. from Columbia from where she was awarded the John Jay award for professional achievement and serves on its Board of Visitors and the Board of Directors for the Asian Columbia Alumni Association. She is also a member of Georgetown's Global Business Advisory Board.

Lale Akoner

Job Titles:
  • Portfolio Manager at Newton Investment Management

LARRY WHITE - President

Job Titles:
  • Member of the Officers Team
  • President
  • Immediate past - President
  • Managing Director of DBRS
LARRY WHITE is a Managing Director of DBRS, a Carlyle and Warburg Pincus company, since 2006. His responsibilities include managing and growing relationships with financial institutions, sovereign related issuers and other constituents of DBRS, such as investors and bankers. Before joining DBRS, Larry spent more than 8 years at Moody's Investors Service, where he was responsible for product development related to global financial institutions and Latin America. In addition, he has held positions at several banks including The Bank of New York and First Horizon. Larry received his MBA from Columbia University and his BS in Finance/Economics from Christian Brothers University. LARRY WHITE is a Managing Director of Business Development at DBRS Morningstar where he has worked since 2006. His responsibilities include managing and growing relationships with financial institutions, sovereign related issuers and other constituents of DBRS, such as investors and bankers.

Mariarosa Verde - SVP, Treasurer

Job Titles:
  • Member of the Officers Team
  • Senior Vice President
  • Treasurer
  • Group Credit Officer for the Americas Corporate Finance
  • Senior Vice President and Group Credit Officer for the Americas Corporate Finance Team at Moody 's Investors Service
  • Senior Vice President, Credit Strategy
MARIAROSA VERDE is a Senior Vice President and Group Credit Officer for the Americas Corporate Finance team at Moody's Investors Service. She is responsible for maintaining and promoting high quality ratings and works closely with senior analysts and managers to identify emerging credit risks and initiate timely action. Prior to joining Moody's in June 2015, Mariarosa was a Managing Director and Head of Credit Market Research at Fitch Ratings. Her responsibilities included examining rating and credit quality trends, conducting in-depth default and recovery studies, and providing insight on key developments in the bond and loan markets. Earlier in her career, Mariarosa was a high yield analyst at the Chase Manhattan Bank. Mariarosa has published articles on default risk and other credit topics in professional magazines and books. Mariarosa holds a BS and an MBA in finance and economics from New York University's Stern School of Business. Mariarosa was elected an NYU scholar. Mariarosa was the president of FIASI in 2007-2008. MARIAROSA VERDE is a Group Credit Officer for the Americas Corporate Finance team at Moody's Investors Service. She is responsible for maintaining and promoting high quality ratings and works closely with senior analysts and managers to identify emerging credit risks and initiate timely action.

Marilyn Watson

Job Titles:
  • Managing Director, Head of Global Fundamental Fixed Income Strategy, BlackRock
  • Managing Director, Is
Marilyn Watson, Managing Director, is Head of the Global Fundamental Fixed Income Strategy Team, within BlackRock's Global Fixed Income (GFI) group. Based in New York, she is a member of the Fundamental Fixed Income Executive Committee and the GFI Senior Leadership Team. Miss Watson and her team are responsible for providing thought leadership, client solutions and developing the global fundamental fixed income platform across global aggregate, global government, global corporate and unconstrained strategies. She contributes her views on financial markets, central bank policies and economic developments across the globe in a variety of global media outlets and print. She represents the firm at industry-wide conferences and events, including proactively organising and speaking at I&D initiatives. Miss Watson joined BlackRock in January 2011 from the Bank of England, where she worked as an economist and deputy agent in the Monetary Policy Division. Prior to the Bank of England, she spent two years as a global investment strategist and six years selling FX derivatives at JPMorgan Asset Management and JPMorgan Investment Bank respectively. She has an MA degree in Economics, with honours, from Cambridge University. Asset Class Specifics: Drivers for the Investment Grade, High Yield, Loan, and Emerging Markets We'll hear from a collection of portfolio managers on their respective markets.

MARK HOCHBERG

Job Titles:
  • Director in Black
MARK HOCHBERG is a Director in BlackRock's Data Services department, running their Data Science and Operations Analytics team. He has worked at BlackRock, Inc. since 1998 in a variety of management, information technology and project management roles. Prior to joining BlackRock, Mark managed application development and system engineering teams at Credit Suisse First Boston. Mark received an S.B. in Computer Science and Engineering from M.I.T. Outside work, Mark contributes time and effort to a number of organizations, primarily those focusing on the promotion of the sciences and performing arts, the ongoing health and prosperity of New York and, of course, Finance.

Mark Howard - Chairman, President, VP

Job Titles:
  • Chairman
  • Member of the Officers Team
  • President
  • Secretary
  • Vice - President
  • Managing Director at BNP Paribas Who Worked
  • Program Co - Chair
The Programming Committee oversees all aspects of the Society's series of programs, including selecting topics and identifying appropriate speakers. The intention is to vary the programs so that there will be some programs of interest to each of the Society's various professional sectors. We are always looking for great ideas. Event planning skills desirable but not essential. that Jack blazed," Howard said in an interview. "He had a MARK HOWARD, CFA, is a Senior Multi-Asset Specialist at BNP Paribas. His analysis and work with investors cuts across the global markets, with a particular emphasis on Fixed Income. Previously, Mark spent 5 years at Barclays Capital, where he was a Managing Director and held the roles of Co-Head of Global Research and Head of Credit Analysis. Prior to joining Barclays in April 2004, Mr. Howard was at Lehman Brothers for 18 years, where he was a Managing Director and Global Credit Strategist. In that capacity, he was responsible for the firm's high grade, high yield, emerging market and credit derivative strategy teams. As an active researcher, Mr. Howard has been recognized as a fixed income ‘All American' by Institutional Investor magazine 11 times, including first place rankings in 7 of those years. Mr. Howard received his MBA in Finance from New York University and his bachelor's degree in Economics from Colby College. Mark Chairs the Board of the University College Friends and Alumni Association, is on the Board of the Friends of IHES, and is a member of the Maine Community Foundation Investment Committee. Previously he was an Overseer of the Board of Trustees of Colby College and served on the Board as Treasurer of Village Community School in New York City. He was president of FIASI in the fiscal years 2011-2012 and 2014-2015.

Marty Fridson

Job Titles:
  • Fellow Hall of Fame Award Winner

Michelle Meyer

Job Titles:
  • Co - Chair of BofAs Womens Leadership Council
  • Managing Director and Head of U.S. Economics at BofA Global Research
  • Managing Director, Head of U.S. Economics at BofA Global Research
Michelle Meyer is a managing director and Head of U.S. Economics at BofA Global Research. Based in New York, she provides timely analysis of economic data and Federal Reserve policy announcements to the sales force and traders. She is responsible for providing the firms U.S. economic forecasts, including the outlook for GDP, inflation and Federal Reserve policy. Meyers broad research interest include macroeconomics, public policy and the housing market. Prior to joining BofA Securities in May 2010, Meyer was a senior U.S. economist at Barclays Capital, and she started her career on the U.S. economics team at Lehman Brothers. While at Lehman Brothers, she developed a strong following for her housing outlook, warning about the risks of excess in the housing market. Then in 2012, she called the turn higher in home prices. Meyer earned a bachelors degree (magna cum laude) and a masters degree, both in economics, at Boston University. Meyer and team have ranked among the top three economics teams by the Institutional Investor All America Fixed-Income Research Survey for the last three years. She was named by Forbes Magazine as one of 30 under 30 in finance in 2011 and a Rising Star by the Womens Forum for Economy and Society in 2012. Meyer is co-chair of BofAs Womens Leadership Council and a member of the Economics Club of New York. She is a frequent commentator on news media outlets, including CNBC and Bloomberg TV, and is often cited in print and online media. (For more information about any awards cited, visit http://go.bofa.com/awards).

Monica Aggarwal - Managing Director, President, VP

Job Titles:
  • Chairman of the Nominating and Governance Committee
  • Managing Director
  • Member of the Officers Team
  • President
  • Secretary
  • Vice - President
  • Managing Director Within Fitch
  • Managing Director, Fitch Ratings and Vice President, FIASI Board of Directors
  • Managing Director, U.S. Retail
Governance Committee oversees the strategic direction of the FIASI organization which includes operations of Committees, adherence to by laws and interviewing potential board members and sponsors. Additional committees being considered at this time are Finance & Auditing, Technology, and Internship committees. More information will be publisized as we work for developing these voluntary committees. MONICA AGGARWAL, CFA, is Team Head of Retail and Consumer in Fitch's U.S. Corporate Ratings group. She is responsible for the sector team covering retail, consumer products, packaged foods, restaurants, and beverages. Prior to joining Fitch in September 2007, Monica spent almost ten years in equity research at Morgan Stanley, Merrill Lynch and Chapdelaine Institutional Equities covering various retail segments. Monica earned a BA in economics from Delhi University and an MBA with majors in finance and international business from Fordham University. She is a CFA® charterholder and a member of the CFA Institute and CFA Society New York. Monica serves on the board of Streetwise Partners, a NY based non-profit organization focused on workforce development and on the advisory board of Luminary, a global networking platform empowering women on their professional journey. She also serves as a Scout for Hearstlab that invests in early- stage, women-led startups.

Monica Erickson

Job Titles:
  • Portfolio Manager, Head of Investment Grade Corporate Credit, DoubleLine
Ms. Erickson joined DoubleLines Global Developed Credit Group in 2009. She is Head of Investment Grade within the group and participates in DoubleLines Fixed Income Asset Allocation committee. Prior to DoubleLine, Ms. Erickson was a Vice President in the Corporate Bond group at TCW where she was involved in the management of the Firms corporate credit fixed income and structured products. Previous to TCW, she was a Vice President at Froley, Revy Investment Company for over 15 years, active in managing several convertible strategies. Ms. Erickson holds a BS in Business, summa cum laude from the University of Southern California. She is a CFA charterholder, a past board member of CFA Society of Los Angeles, and the current chair of the Charter Recognition committee for the CFA Society of Los Angeles. She is also on the Educational Committee of 100 Women in Finance.

Pawel Mosakowski - Treasurer

Job Titles:
  • Treasurer
  • Fixed Income PM
  • Managing Principal / Summit Place Advisers LLC
PAWEL MOSAKOWSKI is an accomplished fixed income PM, trader and an expert risk manager. He spent 20 years in the institutional fixed income business currently leading Summit Place Advisers, LLC an advisory practice helping insurance companies and asset managers with investment process and risk management solutions. Prior to that Pawel was managing a multi-billion dollar corporate credit portfolio as a senior leader of Deutsche Bank's Credit Portfolio Strategies Group. An expert in fixed income, derivatives and complex risk, Pawel led a proprietary platform managing portfolio of corporate loans, bonds, derivatives and structured products. He developed comprehensive investment and risk management process and delivered industry leading results during the credit crisis and beyond. Under his leadership DB CPSG was awarded Risk Magazine's Credit Portfolio Manager of the Year distinction three times. Prior to this Pawel was at Dresdner Kleinwort Wasserstein where he traded Corporate Credit, Emerging Markets and built Credit Derivatives business in North America. Pawel earned his MBA in Finance from New York University's Stern School of Business and previously studied Mechanical Engineering at the Warsaw University of Technology.

Priya Misra

Job Titles:
  • Managing Director and Global Head of Rates Strategy at TD Securities
  • Managing Director, Global Head of Rates Strategy at TD Securities
Priya Misra is a Managing Director and Global Head of Rates Strategy at TD Securities. Based in New York, Priya is responsible for the macro calls on the U.S. and global interest rate markets, and provides investment advice to clients. She publishes regular research on interest rates, discussing secular trends as well as trade ideas and manages a model portfolio of recommendations. Her team includes analysts in New York, Toronto, London, and Singapore. Priya represents TD at the Fed's Alternative Reference Rate Committee (ARRC) and is actively involved in the transition from Libor to SOFR. She is also a member of the Federal Reserve's Treasury Market Practices Group (TMPG). Prior to joining TD Securities in September 2015, Priya led U.S. Rates Strategy Research at Bank of America Merrill Lynch for six years. Between 2001 and 2009, Priya worked at Lehman Brothers as a U.S. Rate Strategist, Barclays Capital as a Mortgage Strategist and Nomura Securities as Head of U.S. Rates Strategy. Priya was ranked in the top three for U.S. Government Strategy and Federal Agency Debt Strategy in the Institutional Investor's All-America Fixed Income Research team surveys for 2014 and 2015, and from 2003 to 2008. She was ranked top five in the Agency Debt category in 2017, 2018, and 2019. She has been a contributor to industry textbooks and appears regularly in the media. Priya is also frequently cited in the financial press. Priya graduated from the Lady Shri Ram College, University of Delhi, with a Bachelor of Arts in Economics. She also holds a postgraduate diploma in Management, majoring in Finance, from the Indian Institute of Management, Bangalore.

Rick Rieder

Job Titles:
  • Chief Investment Officer of Global Fixed Income for BlackRock Inc

Robert Slowko

Job Titles:
  • Chairman of the Marketing Committee
  • Member of the Officers Team
  • Business Development Manager at MSCI
  • Co - Chair and Alexis Bancroft, Co - Chair to Volunteer
  • Senior Member of the MSCI ESG Coverage Organization and Has Been
Is a new committee having been launched after our 2020/2021 Strategic plan was completed. This committee has been broken into 2 groups, Brand and Event marketing. In addition to promotion and development of event marketing the larger group is working on enlarging the presence of FIASI on the web and our unique programs offered. Robert has been actively involved with FIASI since 2010. He joined FIASI's Board of Directors in 2014 and served as FIASI's President from 2017 through 2019. He participated in and was responsible for a number of projects critical to the organization and is currently leading the FIASI's Marketing Committee. ROBERT SLOWKO is a Business Development Manager at MSCI, responsible for the strategy, marketing and sales of the entire suite of company's ESG products. Robert joined MSCI through the acquisition of GMI Ratings in August 2014. Prior to MSCI Robert worked as a Business Development Manager for the Hedge Funds group of Thomson Reuters and was involved in multiple projects including launching an Emerging Markets group or developing company's North American Hedge Funds product, marketing and sales strategy. He held a number of positions in the financial industry including Emerging Markets research and trading at Galleon International, senior roles in global funds custody at RBC Dexia Investor Services, foreign exchange trading or economic research. Robert has been actively involved in FIASI since 2010 and served as our president during the fiscal years 2017 to 2019. He participated in and was responsible for a number of projects critical to the organization. Robert holds a Master's of Arts degree in Economics from Cracow University of Economics and a Master's of Business Administration in Finance from Fordham University.

Samantha Milner

Job Titles:
  • Partner, Portfolio Manager and Head of U.S. Liquid Credit Research
  • Partner, Portfolio Manager and Head of US Liquid Credit Research, Ares
Ms. Milner is a Partner, Portfolio Manager and Head of U.S. Liquid Credit Research in the Ares Credit Group, where she is primarily responsible for managing Ares' U.S. bank loan credit strategies. Ms. Milner serves as a Vice President and one of four Portfolio Managers for the Ares Dynamic Credit Allocation Fund, Inc. (NYSE:ARDC). Additionally, she serves as a member of the Ares Credit Group's U.S. Liquid Credit Investment Committee, and the Ares Dynamic Credit Allocation Fund Investment Committee. Prior to joining Ares in 2004, Ms. Milner was an Associate in the Financial Restructuring Group at Houlihan Lokey Howard & Zukin, where she focused on providing advisory services in connection with restructurings, distressed mergers and acquisitions and private placements. Ms. Milner services on the Board of Directors of STEAM:CODERS, a not-for-profit organization focused on underrepresented and underserved students through Science, Technology, Engineering, Art, and Math (STEAM), in preparation for academic and career opportunities. Ms. Milner holds a B.B.A., with distinction, from Emory University's Goizueta Business School in Finance and Accounting.

SARAH KLINE

Job Titles:
  • Product Manager for Bloomberg
SARAH KLINE is a product manager for Bloomberg's index business. Sarah led the effort to integrate the AusBond Indices, a family of Australian fixed income benchmarks purchased from UBS in 2014, onto the Bloomberg platform and continues to manage this business. Currently, Ms Kline is providing a leadership role in the full migration of the newly acquired Barclays Indices to Bloomberg and managing the development of Bloomberg Terminal functions to provide customization and greater transparency into the indices. Sarah joined Bloomberg in 2011 to focus on the expansion of PORT, Bloomberg's Portfolio and Risk Analytics platform, into fixed income portfolio analysis. Prior to joining Bloomberg, Sarah spent 6 years at Lehman Brothers and Barclays Capital helping to build POINT, a platform for portfolio and index analytics, and growing relationships with key clients. Sarah attended Phillips Academy Andover and Brown University where she graduated with honors, earning a Sc.B. degree in Electrical Engineering.

STEPHEN M. LIBERATORE

Job Titles:
  • Lead Portfolio Manager for Nuveen
  • Senior Managing Director, Head of ESG
  • Senior Managing Director, Head of ESG / Impact, Global Fixed Income Nuveen
Steve is the lead portfolio manager for Nuveen's fixed income strategies that incorporate Environmental, Social and Governance (ESG) criteria and Impact investments. He is also a member of the Investment Committee. Steve served on the ICMA Green Bond Principles Advisory Council and was a member of the initial executive committee. He is a member of the UN Capital Development Fund's working group on Climate Resilient Infrastructure Finance and serves on the UN's Joint SDG Fund's Blue Economy Investor Advisory Group. He also serves on the Steering Committee of the Orange Bond Principals and Sustainalytics' Investor Committee. He is a frequent speaker at conferences and a subject matter expert across media outlets. Steve and his team were awarded "Investment team of the year asset manager" and "Fund of the year fixed income" at Environmental Finance's (EF) 2023 Impact Awards. Previously, Steve and team were recognized as "Investor of the Year" (EF 2020 Bond Awards) and "Impact Report of the Year (for Investors)" (EF 2022 Bond Awards). Steve graduated with a B.S. from the State University of New York at Buffalo and an M.B.A. in Finance and Operations from Wake Forest University. He holds the CFA designation and is a member of the CFA Society of North Carolina and the CFA Institute.