Where people, processes,
& technology converge

Explore our insights, news, research, and events on the world of fixed income and technology.
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…
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…
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…
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.
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.
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…
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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…
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InterviewsFuture of the Industry

Blake Lynch Discusses Industry Trends around Operational Efficiency & Portfolio Management Strategy [video]

In this video, Blake Lynch, Head of Sales, shares insights from his travels, highlighting common industry challenges in operational efficiency and portfolio management, and discusses how IMTC's…
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…