March 14, 2025

Episode 2: Innovation & Quant Strategies with The “Albert Einstein of Munis”, Chad Wildman of FMS

OpenYield

Press Release

In this second episode of the OpenYield Markets Podcast, host Mark Hebert sits down with Chad Wildman, the Head of Quantitative Strategies at FMS Bonds, who is referred to as the “Albert Einstein of Municipal Bonds.” Chad shares his journey from academia to Wall Street and provides insights into the revolutionary impact of quantitative strategies on the municipal bond market.

Chad discusses how his deep mathematical background and experience in the municipal bond market led him to develop innovative trading models, focusing on profitability, carry, turnover, and inventory management. He explores the challenges of trading municipal bonds, including issues around liquidity, the inability to short munis, and the inefficiencies in the traditional bid-wanted process.

He explains how FMS Bonds is leveraging automation and advanced technology to improve market efficiency and liquidity, especially in an environment where municipal bonds have historically been slower to innovate compared to other fixed income markets. Chad also touches on the evolving landscape of quantitative strategies in munis, the future of market liquidity, and how automated systems are making bond trading more accessible for both institutional and retail investors.

As the conversation progresses, Chad offers his thoughts on the future of the muni market, addressing how automation and data-driven insights are gradually transforming the way bonds are traded. He also shares his perspective on the growing competition in the muni space and the potential for technology to drive even greater efficiencies in the years to come.

Chad’s insights offer a valuable perspective on how the municipal bond market is changing, and how players in the space can adapt to remain competitive. Whether you’re an industry veteran or new to the world of municipal bonds, this episode is filled with actionable insights and forward-thinking ideas.

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