Fixed Income Future Leaders USA 2017

May 16 - 18, 2017

Westin Copley Place - Boston

+44 (0)207 368 9330

Buy Side Only Initiative Evaluation Day - Tuesday May 16th 2017

Tuesday May 16th 2017

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9:00 AM Registration and Breakfast

9:50 AM Welcome Address Oliver Kirkbright, Fixed Income Leaders Summit Director, WBR

9:55 AM Chairperson's Opening Remarks

Chris White, CEO, ViableMKTS

 Chris White
Chris White
CEO
ViableMKTS

10:00 AM Buy Side Leaders Panel: The buy side wish-list- What makes the dream initiative for fixed income trading?

Moderated By:
Chris White
, CEO, ViableMKTS

Steven Divittorio, Managing Director, Head of US High Yield Trading, Barings Asset Management

Russell Budnick, Head of Taxable Fixed Income, JP Morgan WM

Neal Rayner, Formerly Head of Fixed Income Trading - US, Formerly Aberdeen Asset Management

  • The platform paradigm- How can you establish which initiative you should be supporting and why?
  • When evaluating platforms, what are the key areas you should be testing and looking out for?
  • What different platform models can help you prosper in a new electronic environment?
  • How can you establish what platform is best suited to fit into your current workflow?
Steven Divittorio
Managing Director, Head of US High Yield Trading
Barings Asset Management

 Russell Budnick
Russell Budnick
Head of Taxable Fixed Income
JP Morgan WM

 Neal Rayner
Neal Rayner
Formerly Head of Fixed Income Trading - US
Formerly Aberdeen Asset Management

Moderated By:

 Chris White
Chris White
CEO
ViableMKTS

10:30 AM Keynote Interview: A platform post-mortem- What are the critical factors that define the success or failure of a platform?

Moderated By:
Chris White
, CEO, ViableMKTS

Jim Greco, Independent Expert, Former CEO and Founder, Direct Match

  • What has gone wrong for the platforms that have already failed and how can you be aware of this when evaluating new initiatives?

  • Why do some platforms fail liquidity and the critical mass?

  • More than just liquidity- What else is critical for the potential success of a new platform?

  • What are the key success factors that will outline the success of a new platform?

Jim Greco
Independent Expert, Former CEO and Founder
Direct Match

Moderated By:

 Chris White
Chris White
CEO
ViableMKTS

10:50 AM Refreshment Break

Meet The Platforms
11:30 AM Introductions From All the Platforms: What are the key differences between the new initiatives and how can they help you overcome the liquidity drought?

Moderated By:
Chris White
, CEO, ViableMKTS

Meet 1-4 of the new initiatives
  • An introduction to each platform today - What is their USP that is not offered anywhere else?
  • How can the initiatives help you source new liquidity pools in liquidity constrained markets?
  • Where are the new platforms up to in their on-boarding life cycle and how successful has the process been?
  • What different eTrading protocols are available to the buy side and what benefits do they bring? 

Moderated By:

 Chris White
Chris White
CEO
ViableMKTS

11:30 PM Meet 1-4 of the new initiatives

12:10 PM Refreshment Break

12:30 PM Meet 5-8 of the new initiatives

1:10 PM Lunch and Networking Break

Q&A Roundtables
2:10 PM 4x Roundtables: Evaluate 1-4 of the newest platform offerings with your peers to understand who is best placed to meet your liquidity needs

Each roundtable lasts 15 minutes and the 2ndroundtable will be followed by a short refreshment break.

3:10 PM Refreshment Break

3:30 PM 4x Roundtables: Evaluate 5-8 of the newest platform offerings with your peers to understand who is best placed to meet your liquidity needs

Each roundtable lasts 15 minutes and the 2droundtable will be followed by a short refreshment break.

4:30 PM Platform Evaluation Day Drinks Reception

Available to Platform Evaluation Day attendees only