Fixed Income Forum Senior Delegate Roundtable

Jul 15th - Jul 17th 2024
The Ritz-Carlton, Half Moon Bay
CA, United States

It would be hard to think of a time when the most senior fixed income leaders have faced more change – the wake of the pandemic has disrupted normal workplace practices, organizational charts have been removed, ESG pressures mount, and the macro-economic environment remains in flux. Amidst these challenges lies real opportunities. Therefore join us at the Fixed Income Forum Senior Delegate Roundtable 2024 for this exclusive group setting to discuss and explore what lies ahead.

Advisory Board

Glenn K. Hosokawa 
Director of Fixed Income 
California State Teachers’ Retirement Systems 

Patrick Cassidy  
Managing Director A2, Credit and Proxy Research  
Charles Schwab 

Thomas S. Dugan 
Senior Vice President 
Dodge & Cox 

Eric Partlan 
Head of Portfolio Management 

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., LLP


Kelly Baughman
Director of Sales |

Joanie Starkenburg
Director of Sales | 

Annabel Plumtree
Associate Director |

Eleanor Downie
Client Relations & Operations Manager |