Part 1: “Understanding the Landscape” – AI, ML, and What It Means for Fixed Income Sales

Webinar 1 Detailed Agenda

When: 3:00 PM – 4:00 PM ET – September 18, 2025
Platform: Zoom (BDA will provide link to register)
Registration: Open to all BDA full member firms and key contacts on an invitation only basis.

3:00 – 3:45 PM ET: Panel Discussion

“Understanding the Landscape – AI, ML, and What It Means for Fixed Income”

  • Moderator:
    • Michael Decker, SVP – Federal Policy, Bond Dealers of America
  • Speakers:
    • Joe Grochan, Founder, JoeGro Labs; Former Head of US Credit and Product Management, MarketAxess
    • Audrey Costabile, Senior Analyst – Market Structure & Technology, Crisil Coalition Greenwich
    • Stephen Winterstein, Head of Municipal Bond Trading, Bloomberg

Likely Panel Topics for Webinar 1:

  • AI/ML Fundamentals for Fixed Income: Demystifying terminology and core concepts
  • Current (Needed) Market Applications: Pre-trade analytics, pricing engines, and liquidity optimization
  • Human-Machine Collaboration: More effective utilization of existing assets
  • Regulatory Considerations: How are the SEC, FINRA and the MSRB approaching AI both internally and as per member regulation?

3:45 – 4:00 PM ET: Attendee Q&A