Senior Delegates Roundtable

Jul 11th - Jul 13th 2018
Four Seasons, The Biltmore Santa Barbara
Santa Barbara, CA

This is the premier gathering of the year and attendance is restricted to what we refer to as “the Senior Delegate”. The Senior Delegate is the person at the member firm who has overall responsibility for their firm’s fixed income effort and represents the firm on the membership list and in the membership directory. The Annual is a 2-day meeting which focuses on issues and challenges facing those who run the fixed income business at their firms. It deals with topics like compensation, profitability, relevance to the overall business, relationships with the Street, operational benchmarking, team structure and best managerial practices. While the programs themselves are extremely interesting and informative, the conversations between members throughout the meeting are equally important, as they provide rare insight and intelligence on any number of issues related to the fixed income buyside from practitioner to practitioner.

2017 Featured Speaker

Peter Zeihan

Geopolitical Strategist
Zeihan on Geopolitics

Meet Peter Zeihan Strategist, thinker, Futurist, Speaker Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. Zeihan’s worldview marries the realities of geography and populations to a deep understanding of how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. With a keen eye toward what will drive tomorrow’s headlines, his irreverent approach transforms topics that are normally dense and heavy into accessible, relevant takeaways for audiences of all types. In his career, Zeihan has ranged from working for the US State Department in Australia, to the DC think tank community, to helping develop the analytical models for Stratfor, one of the world’s premier private intelligence companies. Mr. Zeihan founded his own firm—Zeihan on Geopolitics—in 2012 in order to provide a select group of clients with direct, custom analytical products. Today those clients represent a vast array of sectors including energy majors, financial institutions, business associations, agricultural interests, universities and the U.S. military. His freshman book, The Accidental Superpower, forecasts the coming collapse of the global order. It debuted in 2014. His newest project, The Absent Superpower, published in December 2016. It highlights what comes next.

Advisory Board

Curtis D. Ishii
Senior Investment Officer, Global Fixed Income
California Public Employees’ Retirement System

Dana M. Emery
Chief Executive Officer, President & Director of Fixed Income
Dodge & Cox

Thomas S. Dugan
Senior Vice President
Dodge & Cox

Karthik Ramanathan
Senior Vice President and Director of Bonds
Fidelity Investments

William O’Malley
Managing Principal
Income Research & Management

Jason Manske
Senior Managing Director

Thomas Girard
Senior Managing Director
NYL Investors, LLC

Leslie Barbi
Senior Vice President, Investments
Northwestern Mutual Investment Management

Joseph P. Young
Vice President, Fixed Income Investments
State Farm Insurance Companies

Randy Brown
Chief Investment Officer
Sun Life Financial

Stephen C. Peacher
Executive Vice President & Chief Investment Officer
Sun Life Financial

Elizabeth Black
Senior Managing Director, Head of Public Markets
TIAA CREF investment Management

Gregory Davis
Principal, Global Head of Fixed Income, Investment Management Group

Matthew Abbott
Associate Director of Fixed Income
Wellington Management Co.


Four Seasons, The Biltmore Santa Barbara

1260 Channel Dr
Santa Barbara, CA 93108
United States

Located just steps from one of the most beautiful beaches in California, with private bungalows and terraces that overlook the Pacific Ocean and Channel Islands. Set amongst 22-acres of lush jungle and tranquil gardens, Four Seasons Resort The Biltmore Santa Barbara defines luxury living and service on the American Riviera.  

Epitomizing the casually sophisticated California lifestyle, luxurious Four Seasons Resort The Biltmore Santa Barbara invites guests to indulge in everything from tours of local wineries to surfing, lazing on the beach or lounging poolside at the exclusive Coral Casino Beach and Cabana Club.

Located 90 miles north of Los Angeles, Santa Barbara has long been a getaway for celebrities. It’s also known as a destination for art and wine lovers, outdoor enthusiasts, and epicureans of all stripes. Make our Santa Barbara luxury resort your destination getaway in California.


Registration is limited to senior delegates of the Fixed Income Forum. If you wish to obtain more information on joining this membership, please email member of our team will be in touch shortly. We look forward to having you with us.


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