Fixed Income Future Leaders USA 2017

May 16 - 18, 2017

Westin Copley Place - Boston

+44 (0)207 368 9330

 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 the New York Stock Exchange, where he developed, coordinated and executed Exchange-wide initiatives - targeted at major sources of order flow and connectivity - to promote NYSE’s trading/technology products. Previously, he was a partner for ten years at financial technology consultancy Enterprise Technology Corp., where he served as a ‘C-Level’ strategic planning/technology consultant, built/deployed bespoke trading systems for a broad cross-section of international financial institutions, including global money managers, securities firms and market centers, and was also responsible for business development. 


Day 2- Thursday 18th May 2017

1:50 PM Investment Shark Tank: Widening your sources of risk and return- What alternative products can you invest in to generate profits for your clients?

  • 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?