Brokers: Growing Institutional Business

Dear Fixed Income Professional:

We invite you to register for access to the replay of our recently recorded webcast: Brokers: Growing Institutional Business

Recording Info:

Topic:
Recorded:
Duration:
Cost:

Brokers: Growing Institutional Business
Thursday, March 24, 2011
45 minutes
Free

Recording Description:

With over 30 years experience in providing fixed income portfolio risk analysis, we have gained insight into the needs of different types of financial institutions, such as depositories, insurance companies and asset managers. BondEdge® Fixed Income Strategist can help brokers provide the types of reports sought by their clients as well as tools that can help sales people develop and evaluate trade strategies more effectively. We will focus on how BondEdge can help brokers service the various needs of each of these segments in a changing regulatory and interest rate landscape.

Key Benefits

Discussion on the bank, insurance company and asset manager market segments
Understand key risk, regulatory and rating agency reports these institutions may require
Review changes in each segment's needs for scenarios and analytics
Gain valuable insight into client portfolios that support trade strategies
Illustrations of multiple bond swaps and portfolio what-if analysis

Panelist Info:

Henry D’Atri
Director, Sell Side Sales and Business Development
Henry D’Atri is Director, Sell Side Sales and Business Development at Interactive Data Fixed Income Analytics. Mr. D’Atri focuses solely on our Sell Side clients and interacts with all key areas of the firm to assure that we are properly meeting the needs of our Institutional Broker clients and future clients. Mr. D’Atri covers the U.S. for both existing and new institutional broker clients for BondEdge as well as our API which is often integrated to enhance internal applications that already exist. Mr. D’Atri recently joined the firm in June of 2010 after running sales as VP for a boutique sell side firm for the past five years and prior to that lived in NY where he spent over 15 years focusing on data, software and analytics to the financial community. Mr. D’Atri received his B.S. from Rutgers University and his MBA from Rider University.

Louis J. Gehring
Senior Vice President, BondEdge® Product Manager
Louis J. Gehring is Senior Vice President, BondEdge Product Management at Interactive Data Fixed Income Analytics. Mr. Gehring brings more than twenty years of product management experience and fixed income market expertise, having joined the business in 1991. Mr. Gehring leads our efforts to listen to customer and market demands and to ensure that we continuously improve our BondEdge product allowing it to become more valuable and mission critical to our customer’s business process over time. Mr. Gehring speaks regularly at industry conferences and specializes in the topics of performance attribution and fixed income portfolio risk analysis. Prior to Interactive Data, Mr. Gehring worked as a pension fund consultant in the trust department at Citibank and at the Irving Trust Company. Mr. Gehring holds an MBA from SUNY, Buffalo, and a BS in Physics from Rensselaer.

Sincerely,
Sonia Dixon
EVP, Client Services and Operatons
Interactive Data Fixed Income Analytics

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