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InterviewsTestimonials & Interviews

Spotlight Interview: Pat Duffner on How His Buy-Side Experience Shapes Technology That Delivers
MTC's Chief Strategy Officer Pat Duffner reflects on a decade at J.P. Morgan and how that experience shapes his vision for fixed income technology. He shares perspective on personalization at scale,…
April 29, 2026
InterviewsTestimonials & Interviews

Spotlight Series: Dave Antonelli on What 20 Years Managing Portfolios Taught Him About Technology
Dave's journey from managing portfolios to helping firms modernize technology at IMTC underscores the shift happening across fixed income: technology is no longer optional; it's the foundation for…
February 11, 2026
InterviewsTestimonials & Interviews

Spotlight Series: Caidong Lai on Building Analytics That Fixed Income Managers Can Actually Trust
Caidong Lai’s journey from quant specialist to Financial Engineer at IMTC shows how advanced analytics and automation are reshaping fixed income. His story highlights a future where managers can…
November 20, 2025
InterviewsTestimonials & Interviews

Spotlight Series: Kevin Bliss on Managing Billions in Excel and Designing Workflows That Scale
Kevin Bliss’s experience as a portfolio manager gives him a unique lens into client needs. His focus on data integrity, workflow design, and automation reflects IMTC’s mission: to help firms…
October 8, 2025
InterviewsTestimonials & Interviews

Spotlight Series: Steve King on Going from IMTC Client to Shaping the Product
Steve King’s journey to Senior Product Manager highlights the value of building technology shaped by real-world portfolio management needs.
September 10, 2025
InterviewsTestimonials & Interviews

Spotlight Series: Casper Strømfeldt on Building Technology to Solve Complex Workflows at Scale
Caspers unique experience highlights how the company has evolved from its early coding days into a scalable, enterprise-grade fixed income platform.
September 5, 2025
InterviewsTestimonials & Interviews

Spotlight Series: Blake Lynch on How Technology Finally Made Personalized Fixed Income Possible
In our first episode, we sit down with Head of Sales, Blake Lynch, who shares how his own journey as a former wealth manager fuels his passion for helping portfolio managers find efficiency and…
August 28, 2025
Boston skyline with FLP logo and headshot
InterviewsTestimonials & Interviews

F.L.Putnam Investment Management Case Study: Scaling Fixed Income SMAs and Model Strategies
Ryan McQuilkin, Managing Director of Fixed Income at F.L.Putnam Investment Management, sits down to discuss why they decided to bring IMTC to their firm, how they're using the platform, and what…
June 12, 2025
IMTC and LMCG logos with headshot, name, and title for Matt Trachy at LMCG Investments
InterviewsTestimonials & Interviews

LMCG Investments Case Study: Scaling Fixed Income Account Management
Matt Trachy, Fixed Income Analyst at LMCG Investments, sits down to discuss why they decided to bring IMTC to their firm, how they're using the platform, and what benefits it's provided to their…
September 15, 2023