Fixed Income Future Leaders USA 2017

May 16 - 18, 2017

Westin Copley Place - Boston

+44 (0)207 368 9330

 Sol Steinberg
Sol Steinberg Founding Principal The OTC Partners

Day 1- Wednesday May 17th 2017

2:00 PM Oxford Style Debate: True or false- The latest clearing requirements make OTC swaps trading less attractive and push the market towards listed derivatives

True- Sol Steinberg, Regional Director, PRIMA
False- Glenn Taitz, Head of Fixed Income Trading, Invesco
  • As the OTC market moves further towards a clearing model, what are the issues in terms of cost and risk?
  • Is increased margin on uncleared transactions pushing buy side firms to trade exchange-traded derivatives to avoid additional costs?
  • Will the new uncleared margin requirements lead to an increase in voluntary clearing of ‘non-cleared’ products or is this not necessary?
  • Are adequate solutions available to make the clearing model more streamlined and efficient, or are the still improvements to be made?
  • With rules governing futures transactions being less restrictive than current swap rules, are we likely to see the futurization of swaps?

5:20 PM Fixed Income Shark Tank: Disruptive technologies- What are the next big breakthroughs you should expect from the FINTECH world?

Join our fixed income sharks during this exciting ‘Shark Tank’ style session, where you will hear from four new and innovative start-up FINTECH firms as they present their offerings in a bid to win first place. Listen up as the ’sharks’ review the technologies’ benefits to your business, predict their future success and deliver their verdicts. The ultimate decision is in your hands though, as the audience get to vote for their favourite.

Will you find the next big thing?

Suggested Technologies:
  • Machine learning
  • Connectivity
  • Best Ex analytics
  • RegTech
  • Information flow
  • Sentiment Analysis

Day 2- Thursday 18th May 2017

1:00 PM Synergy Workshop: New trading, clearing and collateral requirements-How can small and large buy side firms practically pr

  • 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?

4:10 PM 360 Perspective: How will capital markets evolve under a new Trump presidency and where will we be in 4 years time?

  • 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?