Fixed Income Future Leaders USA 2017

May 16 - 18, 2017

Westin Copley Place - Boston

+44 (0)207 368 9330

Day 2- Thursday 18th May 2017

Day 2

Expand All Sessions [+] Collapse All Sessions [-]

8:20 AM Registration & Breakfast

8:45 AM Chairperson's Opening Remarks

Alex Sedgwick, Head of Fixed Income Market Structure and Electronic Trading, T. Rowe Price

 Alex Sedgwick
Alex Sedgwick
Head of Fixed Income Market Structure and Electronic Trading
T. Rowe Price
Alex Sedgwick is head of Fixed Income Market Structure and Electronic Trading in Global Trading at T. Rowe Price. Mr. Sedgwick is responsible for custom research and analysis pertaining to market structure, liquidity, and trade cost/execution analysis across the various fixed income sectors. He is a vice president of T. Rowe Price Group, Inc., and ...[Read More]

Outlining On The Bigger Picture
8:50 AM All Star Panel: Defining best execution for the buy side- How can you build a reliable methodology to measure and achieve best execution in today’s fragmented fixed income world?

Dwayne Middleton, Executive Director, Head of US Fixed Income Trading, Morgan Stanley Investment Management

Glenn Taitz, Head of Fixed Income Trading, Invesco

Mike Nappi, VP, Senior Diversified Fixed Income Trader/Manager of Business Systems Analysis, Eaton Vance

Mustafa Chowdhury, MD, Head of Rates, Voya Investment Management

Tracy Rucker-Wilson, Head of Investment Risk and Performance, Vanguard

Moderated By:
Ted Kelleher
, Head of Fixed Income & Currency Sales – Americas, Societe Generale

  • The evolution of best execution- How are leading buy side heads measuring best execution and what changes have they made?
  • Broader than ‘best price’- What other parameters should you measure your best execution standards against other than pricing?
  • Strategy selection- How can you fully understand what is the right approach for the right environment?
  • What front office technology is essential in today’s electronic world to help you measure and maximize your chances of achieving best execution?
  • What can the US learn from European best execution standards under the new MiFID II guidelines?
 Dwayne Middleton
Dwayne Middleton
Executive Director, Head of US Fixed Income Trading
Morgan Stanley Investment Management

Dwayne is Head of US Fixed Income Tradingin Long Only Asset Management. He joined Morgan Stanley in 2009 and has 21years of investment experience. Prior to joining the firm, Dwayne spent nineyears with JPMorgan Asset Management as a senior portfolio manager. Mostrecently, he was head of Investment Grade Credi ...[Read More]

Glenn Taitz
Head of Fixed Income Trading
Invesco

 Mike Nappi
Mike Nappi
VP, Senior Diversified Fixed Income Trader/Manager of Business Systems Analysis
Eaton Vance

 Mustafa Chowdhury
Mustafa Chowdhury
MD, Head of Rates
Voya Investment Management

Tracy Rucker-Wilson
Head of Investment Risk and Performance
Vanguard

Tracy Rucker-Wilson works on Vanguard’s Fixed Income Derivatives trading and portfolio risk management team. Since joining Vanguard in 2001, Ms. Rucker-Wilson has held various roles within the organization’s Investment Management, Retail, and Corporate divisions. Most recently, she was head of U.S. in ...[Read More]

Moderated By:

 Ted Kelleher
Ted Kelleher
Head of Fixed Income & Currency Sales – Americas
Societe Generale
Ted Kelleher is Head of Fixed Income and Currencies Sales within our Global Markets business for the Americas region. In this role, he is responsible for managing the sales relationships with Financial Institutions for Rates, Credit, Foreign Exchange, Emerging Markets, Insurance Solutions and Securitized Products.

Mr. Kelleher joi
...[Read More]

Capital Markets Under A New Regime
9:30 AM Keynote Interview: The alignment between Politics and Wall Street- How will the change in president impact financial markets and is this change overall positive or negative?

Chris Ferreri, Chief Operating Officer, Hartfield, Titus and Donnelly

Andrew B. Busch, Chief Market Intelligence Officer, Commodity Futures Trading Commission (CFTC)

  • What does a Trump White House mean for financial regulation?
  • What will the political regime look like under the new President and how will this impact financial markets?
  • Is there potential for the Dodd Frank Act to be reformed or even repealed and create further upheaval in US capital markets?
  • Could a Trump Presidency see the US pull back from international financial markets and regulation such as the Basel Committee and Financial Stability Board amongst others?
 Chris Ferreri
Chris Ferreri
Chief Operating Officer
Hartfield, Titus and Donnelly

Andrew B. Busch
Chief Market Intelligence Officer
Commodity Futures Trading Commission (CFTC)

10:00 AM Industry Perspective: Setting FICC Markets Standards: How can buy and sell side collaboration be brought forward to promote standards in wholesale markets

Mark Yallop, Chair, FICC Markets Standards Board

  • How can risks and uncertainties be avoided in wholesale financial markets 
  • How can the FICC industry agree and promote standards to improve conduct and market practice 
  • What steps can the FICC market standards board take to ensure the process is transparent to market participants
  • How are close working relationships with regulators and authorities internationally helping bring these market standards forward?
 Mark Yallop
Mark Yallop
Chair
FICC Markets Standards Board

10:20 AM Morning Networking Break

11:00 AM All Star Panel: The pioneers from equities- How is the fixed income eTrading transition progressing in comparison to the equities evolution?

Brandon Rassmussen, Fixed Income and Equity Trading, Russell Investments Implementation Services Inc.

Ed Boyle, Senior Equity and Fixed Income Trader, Pioneer Investments

Ian Hoenisch, Director, Charles River Development

Frank Di Marco, Managing Director, Fixed Income and Analytics, ITG

Moderated By:
Julia Streets
, CEO, Streets Consulting

  • Equity vs. Fixed Income- In what aspects of fixed income does equities overlap and where are there no correlations?
  • What are the key factors influencing the change in market structure and what direction are fixed income markets heading in comparison to equities?
  • Market structure, TCA, sponsored access and agency models in fixed income- what are the key similarities and differences in comparison to equity models?
  • Without a centralized exchange, how can the fixed income market structure develop to bring more transparency to the buy side?
 Brandon Rassmussen
Brandon Rassmussen
Fixed Income and Equity Trading
Russell Investments Implementation Services Inc.

Brandon Rasmussen is a Senior Fixed Income Trader for Russell Investments. Brandon is responsible for the direction and oversight of global fixed income trading activity. The current product suite includes short term investments, exposure management, transition management, execution services, commission recapture, ETFs, emulation, interim portfo ...[Read More]

 Ed Boyle
Ed Boyle
Senior Equity and Fixed Income Trader
Pioneer Investments
Edward Boyle is Vice President and Portfolio Manager for American Century Investments®, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company's New York office.

Mr. Boyle is a member of the Rates and Currency Markets team within the firm's Fixed Income group. He also serves as a portfolio ma
...[Read More]

Ian Hoenisch
Director
Charles River Development

 Frank Di Marco
Frank Di Marco
Managing Director, Fixed Income and Analytics
ITG

Frank DiMarco, managing director and head of fixed income at ITG, has more than 20 years of leadership and innovation in financial services. He joined ITG in 2013 after serving as a managing director at Benchmark Solutions, where he was granted a patent associated with trading platforms. Previously, he led operations areas at Fidelity and Merril ...[Read More]

Moderated By:

Julia Streets
CEO
Streets Consulting

11:40 PM Industry Perspective: Debunking Myths about Trading Fixed Income ETFs- An introduction to fixed income ETFs and how they work

Philip Cichlar, Head of ETF Sales and Trading, Jane Street

  • Myth 1 - Trading - FI ETFs are more expensive to trade than bonds 
  • Myth 2 - Dislocations - FI ETFs stop working during times of market distress 
  • Myth 3 - Liquidity - What you see on screen is what you get
 Philip Cichlar
Philip Cichlar
Head of ETF Sales and Trading
Jane Street

Phil has been a trader at Jane Street for over 7 years. He joined the ETF execution team from Jane Street’s proprietary fixed income desk where he was a senior fixed income trader. Phil is the team’s resident expert on fixed income ETFs. 

Phil played an instrumental role in building out Jane Street’s bond trading desk and is an expert ...[Read More]

Networking Lunch

12:00 PM Lunch and Networking Break

Women Trading Think Tank

Women in Trading Think Tank: How can the fixed income industry better attract, develop and retain top female talent?

Jennifer Litwin, Senior Vice President, Head of Relationship Management, Greenwich Associates

Jennifer Litwin
Senior Vice President, Head of Relationship Management
Greenwich Associates
Jennifer Litwin is responsible for spearheading the Firm’s relationship management and marketing initiatives with key decision-makers at select priority buy-side institutions and is a frequent speaker at industry and investor conferences. Prior to joining the firm in 2007, Jennifer was a senior sales-trader on the Synthetic GIC desk at UBS Investme ...[Read More]

Evaluating New Methods Of Trading

1:00 PM 360 Perspective: What are the business requirements for the buy side to transition from a price taker to a price maker?

Alvin Burgos, Head of US Fixed Income Trading, Deutsche Asset Management

Moderated By:
Chris White
, CEO, ViableMKTS

Mikko Korhonen, Head of Fixed Income Trading, Norges Bank Investment Management

Neal Rayner, Head of US Fixed Income Trading, Janus Capital Group

David Parker, Head of Sales, MTS Markets

Mazy Dar, CEO, OpenFin

  • Buy side as price makers- What tools do the buy side need to advance their price making capabilities?
  • What has changed in the buy sides workflow and how are they defining liquidity and making prices?
  • The do’s and don’ts- What is the functional underpinning of pricing and how can you create a methodology for accurate pricing?
  • Discovery methodology- How can you find out who has bonds, how to get them and the potential impact on pricing if they start to trade?
  • Pricing illiquid funds- With limited data points is it possible to create reliable and accurate prices yourself?
 Alvin Burgos
Alvin Burgos
Head of US Fixed Income Trading
Deutsche Asset Management

 Mikko Korhonen
Mikko Korhonen
Head of Fixed Income Trading
Norges Bank Investment Management

 Neal Rayner
Neal Rayner
Head of US Fixed Income Trading
Janus Capital Group

 David Parker
David Parker
Head of Sales
MTS Markets

David Parker joined MTS Markets in 2016 as Head of Sales, responsible for business development and managing the sales and facilitation teams in the U.S. Prior to joining MTS, he served from 2012 as Head of U.S. Sales for Vega-Chi, which was acquired by Liquidnet in 2014. Before joining the electronic trading space, Parker worked in cash and de ...[Read More]

 Mazy Dar
Mazy Dar
CEO
OpenFin

Mazy is CEO of OpenFin. Prior to OpenFin, he led credit derivative strategy at the Intercontinental Exchange and served on ICE’s executive committee. Before ICE, Mazy was Chief Strategy Officer of Creditex which was backed by JPMorgan, Deutsche Bank and TA Associates and acquired by ICE in 2008. Mazy started his career at UBS as a software pro ...[Read More]

Moderated By:

 Chris White
Chris White
CEO
ViableMKTS

TCA Workshop

Synergy Workshop: What makes a credible TCA system? Outlining the building blocks for obtaining reliable pre and post trade fixed income TCA

Robert Kissell, President, Kissell Research

  • How should the buy side look at fixed income TCA and what is their methodology?
  • How can you implement fixed income TCA to meet your execution needs?
  • What types of fixed income TCA models are being developed and how are they different to other asset classes?
  • Can a reliable fixed income TCA model encompass the full fixed income product range or should you use different TCA methodology for different products?
  • Is there the appropriate level of reference data within fixed income to create a reliable TCA methodology?
  • Pre and post trade TCA- How to use TCA to measure your trading performance
Robert Kissell
President
Kissell Research

Adapting To A New Derivatives Market Order

360 Perspective: Opening the door to OTC ‘All to All’- What are the structural impediments restricting the evolution of the OTC markets and what can be a catalyst for change?

Moderated By:
Michael Kogler
, Principal, ViableMkts, LLC

David Weiss, Senior Analyst, Aite Group

Ricky Maloney, Rates and Absolute Return, Old Mutual Global Investors

Sol Steinberg, Regional Director, PRIMA

Mustafa Chowdhury, MD, Head of Rates, Voya Investment Management

  • Trade execution in swaps- Is a dominant ‘order book’ beyond the realms of possibility in OTC trading?
  • Do the buy side desire more access to IDB liquidity and if so how can this be achieved?
  • The growth of D2C volumes for swaps- How are these venues adapting to offer new models of execution to the buy side?
  • With traditional incumbents dominating, how can any market utility change behaviour to shift liquidity to a new venue?
  • The future of SEF trading- Do the buy side have the appetite to trade on an order book over RFQ in the long term?
 David Weiss
David Weiss
Senior Analyst
Aite Group
David B. Weiss is a senior analyst with Aite Group, with more than five years’ experience covering multi-asset market structure, global derivatives, electronic trading, global financial regulation, and capital markets intellectual property, all with a subtle undercurrent of trading technology.

Mr. Weiss brings to Aite Group over 10
...[Read More]

 Ricky Maloney
Ricky Maloney
Rates and Absolute Return
Old Mutual Global Investors

 Sol Steinberg
Sol Steinberg
Regional Director
PRIMA

 Mustafa Chowdhury
Mustafa Chowdhury
MD, Head of Rates
Voya Investment Management

Moderated By:

 Michael Kogler
Michael Kogler
Principal
ViableMkts, LLC

Rethinking Traditional Portfolios

360° Perspective: Alternative investment strategies in a low yield environment- Which strategies should you implement to give your portfolio the best exposure?

Adam Purzitsky, Co-Head, Rates Team, Old Mutual Global Investors

Zachary Ellison, Director, US Public Fixed Income, Sunlife Investment Management

Ed Boyle, Senior Equity and Fixed Income Trader, Pioneer Investments

Erik Vynckier, Former CIO, Alliance Bernstein

Moderated By:
James Wolstenholme
, Senior Analyst, Celent

  • How should you position your portfolio on the yield curve and how can you minimise the impact of negative yields?
  • Yield vs. risk- How can you position your portfolios to keep yield while keeping risk well managed?
  • Long term investments- How can investors find the yield they need to be successful over a longer timeframe?
  • What asset classes, sectors and geographies are investors looking at to find yield.
  • Corporate vs. Municipal bonds- What products and strategies support a low yield environment? 
 Adam Purzitsky
Adam Purzitsky
Co-Head, Rates Team
Old Mutual Global Investors

 Zachary Ellison
Zachary Ellison
Director, US Public Fixed Income
Sunlife Investment Management

Zack Ellison is a Director in U.S. PublicFixed Income and a corporate credit trader at Sun Life Investment Management,whose teams manage over $100 billion in assets for the Sun Life Financial groupof companies. Sun Life Investment Management designs and delivers investmentsolutions for liability-based institu ...[Read More]

 Ed Boyle
Ed Boyle
Senior Equity and Fixed Income Trader
Pioneer Investments
Edward Boyle is Vice President and Portfolio Manager for American Century Investments®, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company's New York office.

Mr. Boyle is a member of the Rates and Currency Markets team within the firm's Fixed Income group. He also serves as a portfolio ma
...[Read More]

 Erik Vynckier
Erik Vynckier
Former CIO
Alliance Bernstein

Erik Vynckier was co-opted to the Board of Foresters Friendly Society in 2016. 

He was previously Chief Investment Officer at Alliance Bernstein responsible for asset management solutions to support the investment, capital management and product development of insurers. Before, Erik managed with-profits and annuity funds at Scottish Wid ...[Read More]

Moderated By:

James Wolstenholme
Senior Analyst
Celent

Evaluating New Methods Of Trading

1:40 PM 360 Perspective: The growth of passive investing- Why are ETFs becoming an increasingly used trading vehicle and how can you reap the benefits?

Rick Harper, Head of Fixed Income and Currency, Wisdomtree Asset Management

Adam Gould, Managing Director, U.S. ETFs and Equity Derivatives Trading, Tradeweb Markets LLC

Moderated By:
Julia Streets
, CEO, Streets Consulting

Kaustuv Dasgupta, Executive Director, Liquid Credit Trading, UBS Investment Bank

Jon Rather, Vice President, Fixed Income Product Strategy Team, iShares

  • Why has there been growth in passive investing and ETF adoption and how are the buy side managing ETFs?
  • ETF trading- How are market makers and banks adapting to the electronification of ETF products and how are they bringing them market?
  • How can ETFs be used as an alternative source of alpha in a low yield environment as a means of generating returns for your investors?
  • ETFs as an alternative means of sourcing liquidity- Could ETFs be the solution to the liquidity crunch in fixed income 
 Rick Harper
Rick Harper
Head of Fixed Income and Currency
Wisdomtree Asset Management

Rick Harper serves as the Head of Fixed Income and Currency for WisdomTree Asset Management, where he oversees fixed income and currency products developed through our collaborations with the BNY Mellon Corporation and Western Asset Management. Rick has over 19 years investment experience in strategy and portfolio management positions at promine ...[Read More]

 Adam Gould
Adam Gould
Managing Director, U.S. ETFs and Equity Derivatives Trading
Tradeweb Markets LLC

Adam Gould is a Managing Director and Head of U.S. Equity Derivatives at Tradeweb, overseeing the Americas ETF marketplace, and the Dealerweb Equity Derivatives platform. He played an integral role in the launch of Tradeweb’s Americas ETF platform, and leads day-to-day operations. Previously, he served as Senior Vice President of ETF Sales and B ...[Read More]

 Kaustuv Dasgupta
Kaustuv Dasgupta
Executive Director, Liquid Credit Trading
UBS Investment Bank

 Jon Rather
Jon Rather
Vice President, Fixed Income Product Strategy Team
iShares

Jon Rather, CFA, Vice President, is a member of the Fixed Income Product Strategy Team within BlackRock's Global Fixed Income Group, supporting iShares Fixed Income ETFs. In his role, Mr. Rather provides market and product insight to clients with a focus on iShares' Fixed Income ETFs.

...[Read More]

Moderated By:

Julia Streets
CEO
Streets Consulting

TCA Workshop

Session continues

Session Continues

Adapting To A New Derivatives Market Order

Session continues

Session Continues

Rethinking Traditional Portfolios

Session continues

Session Continues

Evaluating New Methods Of Trading

1:50 PM Session continues

Session Continues

TCA Workshop

Session continues

Session Continues

Adapting To A New Derivatives Market Order

360 Perspective: Aligning derivatives trading operations between Europe and the US- How can you overcome the current cross-border inconsistencies in swaps?

Moderated By:
Michael Koegler
, Senior Executive and Relationship Manager, Milepost Capital Management

Erik Vynckier, Former CIO, Alliance Bernstein

Stephen Humenik, Of Counsel, Covington and Burling

  • What are the permitted protocols of swaps trading in Europe and how does the US currently differ? 
  • How can cross border standardization of clearing requirements be achieved globally and what steps are regulators taking to put this in place? 
  • How can the clearing industry be more robust to give all market players access to clearing including small-mid size firms? 
  • How can the swap execution market be opened up to increased competition amongst venues without causing fragmentation?
 Erik Vynckier
Erik Vynckier
Former CIO
Alliance Bernstein

Erik Vynckier was co-opted to the Board of Foresters Friendly Society in 2016. 

He was previously Chief Investment Officer at Alliance Bernstein responsible for asset management solutions to support the investment, capital management and product development of insurers. Before, Erik managed with-profits and annuity funds at Scottish Wid ...[Read More]

 Stephen Humenik
Stephen Humenik
Of Counsel
Covington and Burling

Moderated By:

 Michael Koegler
Michael Koegler
Senior Executive and Relationship Manager
Milepost Capital Management

Rethinking Traditional Portfolios

Investment Shark Tank: Widening your sources of risk and return- What alternative products can you invest in to generate profits for your clients?

Tim Gallagher, Chairman & CEO, Metalla Royalty & Streaming

Moderated By:
James Wolstenholme
, Senior Analyst, Celent

Joe Rosen, CMO and Head of Capital Markets, ExtraordinaryRe

  • In a low interest rate, low yield environment, how can alternative assets provide a profitable haven?
  • What benefits can incorporating a much wider range of strategies and assets as part of your core investment strategy bring?
  • Asset allocation- Real estate, emerging markets and structured products; where are the best opportunities in these sectors.
  • Overcoming a lack of liquidity in credit derivatives- What other ways you can get credit exposure with more liquid products?
  • What benefits can incorporating a much wider range of strategies and assets as part of your core investment strategy bring? 
Tim Gallagher
Chairman & CEO
Metalla Royalty & Streaming

Mr. Tim Gallagher, B.Comm, MBA, CFA is Chairman & CEO of Metalla Royalty & Streaming Ltd, focused on the acquisition of gold and silver royalties and metal streams.

...[Read More]

 Joe Rosen
Joe Rosen
CMO and Head of Capital Markets
ExtraordinaryRe
Joe Rosen is an electronic trading industry veteran with 25 years experience as an exchange executive, adviser, Chief Information Officer & Quant, author, lecturer, as well as developer and marketer of electronic trading systems. Prior to incorporating RKA Inc. in 2006, he was Managing Director, Trading Technology/Head of Technology Marketing at t ...[Read More]

Moderated By:

James Wolstenholme
Senior Analyst
Celent

Evaluating New Methods Of Trading

2:20 PM Fireside Chat: Corporate New issuance- Is the process currently fair and sufficient or are there major improvement areas that can be made?

Herb Werth, Managing Director, Ipreo

Mark Yallop, Chair, FICC Markets Standards Board

Sean Davy, Managing Director, SIFMA

  • The health of the market today- How has the US new issuance market changed in 2017?
  • Outlining the full life cycle of new issuance and the impacts of market volatility- how can you best handle this?
  • Order placement and allocation – who would benefit from more transparency, and how much is enough?
  • Are there best practices that can be implemented in primary markets and should these be determined by market participants or regulators?
  • What lessons can the US learn from other markets in order to make it a smoother, more efficient process?
 Herb Werth
Herb Werth
Managing Director
Ipreo

 Mark Yallop
Mark Yallop
Chair
FICC Markets Standards Board

Sean Davy
Managing Director
SIFMA

TCA Workshop

Session continues

Session Continues

Adapting To A New Derivatives Market Order

Session continues

Session Continues

Rethinking Traditional Portfolios

Session continues

Session Continues

2:40 PM Afternoon Networking Break

Overcoming Liquidity Hurdles
3:10 PM All Star Panel: Adapting to the new norm- How can you navigate today’s fragmented fixed income world to successfully source liquidity on a regular basis?

Anthony Cucinotta, Head of Trading, Capital Advisors Group

Eric Charron, Director of Trading, Liberty Mutual Group

Henley Smith, Senior Vice President, Vanderbilt Asset Management

Constantinos Antoniades, Global Head of Fixed Income, Liquidnet

Tracy Rucker-Wilson, Head of Investment Risk and Performance, Vanguard

Moderated By:
Paul Aston
, Partner, Tixall Global Advisors

  • What are the main causes of poor liquidity across fixed income markets and how can they be addressed?
  • Liquidity conditions- How has liquidity changed, what works now and how has the progression been on providing new solutions?
  • Adapting to the new norm- Where does liquidity lie now and what tools and strategies do you need to source it?
  • Will liquidity ever return to the conditions of pre-2008 or is the current environment here to stay?
  • Debate- Would a cultural shift on the buy side of sharing data significantly improve transparency and liquidity conditions in fixed income, and if so is this possible?
 Anthony Cucinotta
Anthony Cucinotta
Head of Trading
Capital Advisors Group

 Eric Charron
Eric Charron
Director of Trading
Liberty Mutual Group
Mr. Charron is a graduate of the University of Massachusetts where he earned a Bachelor’s Degree in Business Administration and the University of Vermont where he earned an Master’s Degrees in both Business Administration and Statistics. Mr. Charron has over 12 years of experience in varying Investment Management roles, including over 10 years of ...[Read More]

 Henley Smith
Henley Smith
Senior Vice President
Vanderbilt Asset Management

Henley Smith currently serves as Senior Vice President with primary responsibility of relationship management and business development through the introduction of individual, family office and selective institutional clients to Vanderbilt Avenue Asset Management’s suite of solutions in cash and short-duration fixed income investments and related ...[Read More]

 Constantinos Antoniades
Constantinos Antoniades
Global Head of Fixed Income
Liquidnet

Constantinos Antoniades is Global Head of Liquidnet Fixed Income, responsible for the operations and expansion of the fixed income business. Liquidnet’s proven trading platform experience, and global reach within the institutional investment community is now accelerating efficiencies within the corporate bond market. Antoniades joined Liquidnet ...[Read More]

Tracy Rucker-Wilson
Head of Investment Risk and Performance
Vanguard

Tracy Rucker-Wilson works on Vanguard’s Fixed Income Derivatives trading and portfolio risk management team. Since joining Vanguard in 2001, Ms. Rucker-Wilson has held various roles within the organization’s Investment Management, Retail, and Corporate divisions. Most recently, she was head of U.S. in ...[Read More]

Moderated By:

 Paul Aston
Paul Aston
Partner
Tixall Global Advisors

Looking Forward To 2018 And Beyond
3:50 PM Fixed Income Crystal Ball: How will capital markets evolve under a new Trump presidency and where will we be in 4 years time?

Chris Ferreri, Chief Operating Officer, Hartfield, Titus and Donnelly

Paul Aston, Partner, Tixall Global Advisors

Stephen Humenik, Of Counsel, Covington and Burling

Micah Green, Partner, Steptoe and Johnson

Moderated By:
Alex Sedgwick
, Head of Fixed Income Market Structure and Electronic Trading, T. Rowe Price

  • What does a Trump White House mean for financial regulation 
  • What will be the knock on effects of further financial reform on electronic trading and market structure? 
  • Paradigm shifts- How will global macro themes differ from the past with the potential for new trade policy restrictions and the on-going theme of de-globalisation?  
  • How has the new Trump administration affected exchange rates so far, and what is next- Are there alpha opportunities or is it time to hedge, cut risk, and protect capital?
 Chris Ferreri
Chris Ferreri
Chief Operating Officer
Hartfield, Titus and Donnelly

 Paul Aston
Paul Aston
Partner
Tixall Global Advisors

 Stephen Humenik
Stephen Humenik
Of Counsel
Covington and Burling

Micah Green
Partner
Steptoe and Johnson

Micah S. Green is the co-chair of Steptoe’s Government Affairs & Public Policy Group and also heads the firm’s cross disciplinary financial services practice, which advises clients on the full spectrum of legislative, regulatory, compliance, enforcement, and litigation issues.

Mr. Green has more than three decades of experience w ...[Read More]

Moderated By:

 Alex Sedgwick
Alex Sedgwick
Head of Fixed Income Market Structure and Electronic Trading
T. Rowe Price
Alex Sedgwick is head of Fixed Income Market Structure and Electronic Trading in Global Trading at T. Rowe Price. Mr. Sedgwick is responsible for custom research and analysis pertaining to market structure, liquidity, and trade cost/execution analysis across the various fixed income sectors. He is a vice president of T. Rowe Price Group, Inc., and ...[Read More]

4:20 PM Chairperson's Closing Remarks

Alex Sedgwick, Head of Fixed Income Market Structure and Electronic Trading, T. Rowe Price

 Alex Sedgwick
Alex Sedgwick
Head of Fixed Income Market Structure and Electronic Trading
T. Rowe Price
Alex Sedgwick is head of Fixed Income Market Structure and Electronic Trading in Global Trading at T. Rowe Price. Mr. Sedgwick is responsible for custom research and analysis pertaining to market structure, liquidity, and trade cost/execution analysis across the various fixed income sectors. He is a vice president of T. Rowe Price Group, Inc., and ...[Read More]

4:25 PM Conference Close