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

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8:20 AM Registration & Breakfast

8:45 AM Chairperson's Opening Remarks

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?

Sam Priyadarshi, Head of Portfolio Risk and Derivatives, Vanguard Group Inc.

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

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

  • 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?
 Sam Priyadarshi
Sam Priyadarshi
Head of Portfolio Risk and Derivatives
Vanguard Group Inc.
Dr. Sam Priyadarshi is Head of Portfolio Risk and Derivatives at Vanguard and leads a global team responsible for derivatives trading and portfolio risk management of active fixed income funds totaling over $115 billion. He manages the research and execution of overlay strategies. He is chair of the Technology Steering Committee and a member of the ...[Read More]

 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

Moderated By:

 Ted Kelleher
Ted Kelleher
Head of Fixed Income & Currency Sales – Americas
Societe Generale Corporate & Investment Banking
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]

9:30 AM Economic Keynote: The year ahead- What will be the key macro indicators in 2017 and how will this impact fixed income markets?

  • Global outlook- What is the medium-long term outlook for mature economies and how can you use this to your benefit?
  • What themes will dominate the fixed income agenda over the next 12 months and how can you steer your desk through these new changes?
  • Will global divergence in economic growth and monetary policy continue into 2017 or could we finally see a stabilising global economy?
  • Fundamental investment trends- Are we seeing enough global growth to underpin performance or are we potentially closing in on another recession?
  • How has the US rate hike impacted global markets- Could we see a further hike over the next 12 months or are the risks too great?

Capital Markets Under A New Regime
9:50 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

J. Christopher Giancarlo, Acting Chairman, 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

J. Christopher Giancarlo
Acting Chairman
Commodity Futures Trading Commission (CFTC)

10:20 AM Morning Networking Break

11:00 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

11:20 AM All Star Panel: The pioneers from equities- How is the fixed income eTrading transition progressing in comparison to the equities evolution?

Brandon Rassmussen, Senior Trader, Russell Investments Implementation Services Inc.

Ed Boyle, Global Macro Portfolio Manager, American Century Investments

Michael Beattie, Director, Product Management, Charles River Development

Moderated By:
Julia Streets
, CEO, Streets Consulting

Lawrence Peirson, Managing Director, Sales & Distribution, Market HUB

  • 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
Senior Trader
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
Global Macro Portfolio Manager
American Century 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]

 Michael Beattie
Michael Beattie
Director, Product Management
Charles River Development
Michael is responsible for the product management of Charles River’s Fixed Income Execution, Equity, FX, and Listed Derivative initiatives. Prior to joining Charles River, Michael worked at Fidelity Investments where he was Vice President of Program Management and was responsible for Equity, Fixed Income, and Electronic Trading projects for the Fi ...[Read More]

Lawrence Peirson
Managing Director, Sales & Distribution
Market HUB

Moderated By:

Julia Streets
CEO
Streets Consulting

12:00 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

12:20 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?

Leslie Vanderveen, Director, Public Bond Portfolio Management, Mutual of Omaha

 Leslie Vanderveen
Leslie Vanderveen
Director, Public Bond Portfolio Management
Mutual of Omaha

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

David Parker, Head of Sales, MTS Markets

  • 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
Formerly Head of Fixed Income Trading - US
Formerly Aberdeen Asset Management

 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]

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

  • 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

Moderated By:

 Michael Kogler
Michael Kogler
Principal
ViableMkts, LLC

Preparing for OTC Derivative Reforms

Synergy Workshop: New trading, clearing and collateral requirements-How can small and large buy side firms practically pr

Sol Steinberg, Founding Principal, The OTC Partners

  • Where are the current clearing proposals up to and how will you be impacted?
  • Uncleared swaps- How will they be handled under the new mandate?
  • What are documentation protocols associated with central clearing and who can help with this?
  • Moving systematic risk- What are the recovery and resolution rules for CCP’s themselves?
  • Swaps trading in Europe- How do the mandatory trading rules in the US differ from the European trading requirements?
 Sol Steinberg
Sol Steinberg
Founding Principal
The OTC Partners

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?

Moderated By:
John Bird
, Partner, Tixall Global Advisors

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

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

Ed Boyle, Global Macro Portfolio Manager, American Century Investments

Erik Vynicker, Former CIO, Alliance Bernstein

  • 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
Global Macro Portfolio Manager
American Century 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 Vynicker
Erik Vynicker
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:

 John Bird
John Bird
Partner
Tixall Global Advisors

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

  • 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]

Moderated By:

Julia Streets
CEO
Streets Consulting

TCA Workshop

Session continues

Session Continues

Adapting To A New Derivatives Market Order

Fireside Chat: How do the buy side and sell side need to re-think their business models to succeed in the new derivatives landscape?

Jarred Sherman, Managing Director, Fixed Income Portfolio Manager, JP Morgan Asset Management

  • Why has the derivative market not grown over recent years and how can it begin to grow again? 
  • New trading models- How can you efficiently adapt to a new structure with increased costs and regulation? 
  • With capital constraints on the sell side, how can non-traditional market makers step forward to provide an alternative liquidity service? 
  • Comparison to corporates- Will new platforms come forward away from the traditional incumbents to offer a new service to the buy side? 
  • Debate- Is regulation stifling the growth of the OTC derivative market structure?
 Jarred Sherman
Jarred Sherman
Managing Director, Fixed Income Portfolio Manager
JP Morgan Asset Management

Jarred A. Sherman, managing director, is a portfolio manager for the Absolute Return and Opportunistic Fixed Income Team at J.P. Morgan Asset Management. Prior to taking on this role, Jarred was a lead portfolio manager responsible for the strategy development and management of the enhanced cash and short duration portfolios within the U.S Fixed ...[Read More]

Preparing for OTC Derivative Reforms

Session continues

Session Continues

Rethinking Traditional Portfolios

Industry Perspective: Emerging markets focus- Which countries will offer the most profitable opportunities in 2017?

  • What are the key trends and themes that will dominate EM and generate returns over the next 12 months?
  • Long vs short term- Which countries should you invest in over the next 12 months?
  • How are different markets reacting to the interest rate rise in the US and what opportunities does this bring?
  • What is the relationship between commodity prices and EM trends and how does this influence EM trading?
  • Debt restructuring- Are we going to see more of this in EM countries?

Evaluating New Methods Of Trading

2:00 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
, Principal, ViableMKTS

Erik Vynicker, Former CIO, Alliance Bernstein

  • 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 Vynicker
Erik Vynicker
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:

 Michael Koegler
Michael Koegler
Principal
ViableMKTS

Preparing for OTC Derivative Reforms

Session continues

Session Continues

Rethinking Traditional Portfolios

Case Study Revolution: Widening your sources of risk and return- What alternative products can you invest in to generate profits for your clients?

Peter Fusaro, Chairman, Global Change Associates

Tim Gallagher, CEO, Sympatico Fund

Gaurav Chakravorty, Co-Founder, QPlum

  • 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? 
 Peter Fusaro
Peter Fusaro
Chairman
Global Change Associates

Tim Gallagher
CEO
Sympatico Fund

 Gaurav Chakravorty
Gaurav Chakravorty
Co-Founder
QPlum

Evaluating New Methods Of Trading

2:20 PM Fireside Chat: Corporate New issuance- Is status quo good enough, or is the time right for making improvements?

Herb Werth, Managing Director, Ipreo

  • 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

Rethinking Traditional Portfolios

Session continues

Session Continues

Adapting To A New Derivatives Market Order

Session continues

Session Continues

Preparing for OTC Derivative Reforms

Session continues

Session Continues

TCA Workshop

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?

Sam Priyadarshi, Head of Portfolio Risk and Derivatives, Vanguard Group Inc.

Anthony Cucinotta, Head of Trading, Capital Advisors Group

Eric Charron, Director, Co-Head of Global Public Markets Trading, Liberty Mutual Group

Henley Smith, Senior Vice President, Vanderbilt Asset Management

Constantinos Antionades, Global Head of Fixed Income, Liquidnet

  • 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?
 Sam Priyadarshi
Sam Priyadarshi
Head of Portfolio Risk and Derivatives
Vanguard Group Inc.
Dr. Sam Priyadarshi is Head of Portfolio Risk and Derivatives at Vanguard and leads a global team responsible for derivatives trading and portfolio risk management of active fixed income funds totaling over $115 billion. He manages the research and execution of overlay strategies. He is chair of the Technology Steering Committee and a member of the ...[Read More]

 Anthony Cucinotta
Anthony Cucinotta
Head of Trading
Capital Advisors Group

 Eric Charron
Eric Charron
Director, Co-Head of Global Public Markets 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 Antionades
Global Head of Fixed Income
Liquidnet

3:50 PM Fireside Chat: The millennial trader- What are the requirements of both traders and portfolio managers to successfully thrive in liquidity deprived markets?

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

Ben Emons, Chief Economist, Head of Credit Portfolio Management, Intellectus Partners

Moderated By:
Dan Barnes
, Editor, The Desk

  • PM and trader evolution- How are the skill sets are evolving and what you need over the years to become a productive contributor.
  • How has changing broker relationships, increased eTrading and the market structure overhaul impacted the day-to-day functions of traders and PMs?
  • Traders vs. PMs- Should your dealers just be focused solely on execution, or should they also work in an advisory role to provide expertise on certain trades?
  • Empowering your trading and investment functions- How can you set up internal processes to improve workflow efficiency across trading and portfolio management?
  • How is automation changing the dialogue between portfolio managers and traders? 
 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]

 Ben Emons
Ben Emons
Chief Economist, Head of Credit Portfolio Management
Intellectus Partners

Moderated By:

 Dan Barnes
Dan Barnes
Editor
The Desk

Dan Barnes is editor of The DESK, the quarterly magazine for buy-side fixed-income traders in the US and Europe. The DESK has led on many fixed income stories including US Treasury market reform, published primary research into the use of corporate bond platforms and analysis of buy-side trading desk efficiency. An award-winning capital markets ...[Read More]

Looking Forward To 2018 And Beyond
4:10 PM 360 Perspective: 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

Sol Steinberg, Founding Principal, The OTC Partners

  • 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

 Sol Steinberg
Sol Steinberg
Founding Principal
The OTC Partners

4:40 PM Chairperson's Closing Remarks

4:45 PM Conference Close