Fixed Income Future Leaders USA 2017

May 16 - 18, 2017

Westin Copley Place - Boston

+44 (0)207 368 9330

Sponsors & Exhibitors


Lead Sponsor

UBS

Website: https://www.ubs.com/global/en.html

UBS Investment Bank provides corporate, institutional, and wealth management clients with expert advice, innovative financial solutions, outstanding execution and comprehensive access to the world’s capital markets. It offers investment banking advisory services and access to international capital markets, and provides comprehensive cross asset research, along with access to the equities, foreign exchange, precious metal and rates and credit markets. The Investment Bank is an active participant in capital markets flow activities, including sales, trading and market-making across a range of securities. Our Investor Client Services division provides quality insight, analytics, liquidity, execution, post-trade services as well as wide partnership in fund investments and distribution capabilities for clients.


Principal Sponsor

BGC Partners

Website: http://www.bgcpartners.com/

Since its inception in 2004 BGC Partners (“BGCP”) has expanded rapidly through large scale internal technology investments, a redeployment of its traditional global voice brokerage franchise, and an ongoing series of international and regional industry acquisitions.  Providing multi-channel brokerage services since the emergence of its original parent Cantor Fitzgerald in 1945,  BGCP’s financial strength has been utilised most recently in its sixteenth financial market addition, the purchase of GFI in February 2015. BGCP’s technical foundation was sparked in 1998 by the in-house creation and build of the renowned eSpeed system which became the foundation of the current BGC Trader platform. In keeping with this steady expansion BGCP has bolstered its set of available execution methods to include fully electronic CLOB (via FIX or native API and GUI), named and unnamed RFQ, multiple forms of auction, hybrid interaction with our 2550 voice brokers, and pure voice arrangement. The Fall of 2015 brings the progression of BGCP’s FENICS brand as the firm’s worldwide technology operator binding BGCP’s Pricing & Analytics, Execution, Risk Mitigation and Regulatory Advisory Services as well as Market Data and SaaS. FENICS will support BGCP’s SEF, DCM, MTF (and soon OTF once MiFID II is implemented), will aid customers in complying with global rule making, and will act as the gateway through which the universe of BGCP’s participants will access the markets globally. Throughout the financial world, the acceleration of regulatory reform is transforming market practices and through linking a wide variety of market communities FENICS will become the carrier of BGCP’s firm-wide and world-wide liquidity.

Citadel Securities

Website: http://www.citadelsecurities.com

Citadel Securities is a leading global market maker across a broad array of fixed income and equity securities. Our world-class capabilities position us to meet the liquidity demands of our diverse group of institutional clients in all market conditions. In partnering with us, our clients, including asset managers, banks, broker-dealers, hedge funds, government agencies and public pension programs are able to gain a powerful trading advantage and are better positioned to meet their investment goals. For more information visit www.citadelsecurities.com.

JP Morgan

Website: https://www.jpmorgan.com/


Market Axess

Website: www.marketaxess.com

MarketAxess operates a leading electronic trading platform that enables fixed-income market participants to efficiently trade corporate bonds and other types of fixed-income instruments using MarketAxess' patented trading technology. Over 1,000 institutional investor and broker-dealer firms are active users of the MarketAxess trading platform, accessing global liquidity in U.S. high-grade corporate bonds, emerging markets and high-yield bonds, European bonds, U.S. agency bonds, credit default swaps and other fixed-income securities. MarketAxess SEF Corporation has received temporary registration from the U.S. Commodity Futures Trading Commission to operate a swap execution facility. MarketAxess also offers a number of trading-related products and services, including: market data to assist clients with trading decisions; connectivity solutions that facilitate straight-through processing; technology services to optimize trading environments; and execution services for exchange-traded fund managers and other clients. Through its Trax® division, MarketAxess also offers a range of pre- and post-trade services, including trade matching, regulatory transaction reporting and market and reference data, across a range of fixed-income products. Trax is the trading name of Xtrakter Ltd., a MarketAxess group company. MarketAxess maintains its headquarters in New York and has offices in London, Boston, Chicago, Los Angeles, Salt Lake City, São Paulo and Singapore.

MTS

Website: http://www.mtsmarkets.com/

A London Stock Exchange Group company under the MTS Group business, MTS Markets International is a FINRA registered US Broker Dealer that operates two ATS platforms to deliver direct access to US and European fixed income liquidity. The MTS BondVision US dealer-to-client platform connects U.S. institutional investors with a diverse network of major European dealers for global government bonds. The MTS BondsPro platform, which facilitates trading in US Corporate bonds and emerging market debt, enables API trading and provides a fully web-based trading solution using HTML 5 technology. Together, these platforms offer a variety of execution methods to suit individual strategies and supports trading in a wide range of government debt securities, covered bonds, corporate bonds, financial bonds, SSAs and ETFs. Pre and post-trade data is provided by MTS Data, sourced directly and exclusively from the MTS interdealer market. It includes benchmark real-time data, reference data, reference prices and historical data, providing the benchmark data source on the fixed income market.

Sponsors

Algomi

Website: http://www.algomi.com

Algomi connects fixed income professionals, empowering them to make better trading relationships, in the ever-changing landscape of capital, leverage and liquidity requirements.

By harnessing the relationships between Fixed Income salespeople, traders and their clients, the Algomi Honeycomb suite of scalable software greatly increases the opportunities and velocity in large and illiquid voice trades between banks and buy side investors.

For banks, Algomi creates a real time internal sales and trading network using their own data to identify the best trade opportunities and enables real-time collaborations between sales, traders and investors. This delivers more effective execution of less liquid bonds and integrates with Algomi Honeycomb.

For investor firms, Algomi Honeycomb becomes their eyes and ears on the world's trading floors. Providing the data and market insight vital to select the right dealers and the right timing of the trade to ensure maximum likelihood of execution. The investor is able to deal in size, achieve Best Execution, and remain discrete in the market while banks get to use their large distribution network. Execution is voice based between investor and bank, as
is appropriate for large sensitive trades.

Algomi was founded in 2012 by Stu Taylor (Former Global Head of Matched Principal Trading and creator of PIN-FI at UBS), Usman Khan and Robert Howes (Founders of CAPXD). Michael Schmidt (Former Head of European Credit Trading and IB Board Member at UBS) joined as Chairman in 2013. Algomi is backed by investment from Lakestar, and an exceptional panel of Strategic Advisors.

Algomi has over 90 employees with offices in London and New York
sales@algomi.com
www.algomi.com

Banca IMI

Website: www.bancaimi.com/en/bancaimi

As Intesa Sanpaolo's investment bank, Banca IMI is part of Italy's leading banking group whose network includes a major international presence.
Banca IMI's key objective is to serve its customer base of institutional investors, financial networks, corporates, and government institutions, supplying financial products and services developed with standards of excellence.
Banca IMI is active in Investment Banking, Structured Finance and Capital Markets, operating in the main national and international markets, through offices in Milan, a London branch, and a subsidiary, Banca IMI Securities Corporation, based in New York. 
Market Hub is Banca IMI's Multi Asset Class Electronic Execution Platform. Market Hub enables clients to trade Equities, Fixed Income, Listed Derivatives and FX. Market Hub offers Best Execution through its smart order routing service in both Equities and Fixed Income. In Fixed Income it accesses multiple market venues and provides clients with liquidity on its systematic internaliser RetLots Exchange, aggregating the liquidity from OTC Markets and market venues, through a fully transparent and efficient Straight-Through Processing (STP) solution.

Black Rock Investment management

Website: http://www.blackrock.co.uk/

In a world that is shifting and changing faster than ever before, investors who want answers that unlock opportunity and uncover risk entrust their assets to BlackRock. As an independent, global investment manager, BlackRock has no greater responsibility than to its clients.
It’s why many of the world’s largest pension funds and insurance companies trust BlackRock to understand their unique objectives and why financial advisers and investors partner with BlackRock to help them build the more dynamic, diverse portfolios these times require.
BlackRock has built its offering around its clients’ greatest needs: providing breadth of capabilities and depth of knowledge – across active and passive strategies, including iShares® ETFs. This is combined with a singular focus on delivering strong, consistent performance and an ability to look across asset classes, geographies and investment strategies to find the right solutions.
With deep roots in every region across the globe, some 100 investment teams in 27 countries share their best thinking to gain the insights that can change outcomes. And, with a passion to understand risk in all its forms, BlackRock’s 1,000+ risk professionals dig deep to find the numbers behind the numbers and bring clarity to the most daunting financial challenges. That shapes and strengthens the investment decisions that BlackRock and its clients are making to deliver better, more consistent returns through time.
BlackRock. Investing for a new world.


Barclays

Website: http://www.barclays.co.uk/


Charles River

Website: https://www.crd.com/

Charles River enables sound and efficient investing across all asset classes. Over 350 firms worldwide use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Our SaaS-based solution automates and simplifies investment management on a single platform – from portfolio decision support and risk management through trading and post-trade settlement, with integrated risk and compliance throughout. Headquartered in Burlington, Massachusetts, we support clients globally with over 750 employees in 11 regional offices.

Corvil

Website: http://corvil.com/

Corvil is the gold standard machine-time analytics platform to operate and optimize electronic trading business.  As companies adopt faster, smarter and more autonomous machine technology for electronic trading, our solution enables businesses to make sense of machine decisions and actions occurring at machine timescales. We do this by tapping directly into what the machines are saying to each other. Our unique approach captures, decodes, and learns from network data, transforming it into streaming machine-time intelligence for electronic trading businesses to operate with full transparency, achieve superior execution outcome, and deliver trusted data for regulatory compliance and risk management.  
The Corvil solution is trusted by leading financial institutions to safeguard their businesses across the globe involving 354 trillion messages with a daily transaction value in excess of $1 trillion.

Deutsche Boerse AG

Website: http://www.deutsche-boerse.com/regulatory-reporting

As one of the world’s leading providers for the securities industry Deutsche Börse Group enables clients to meet regulatory obligations easily and efficiently. With a strong regulatory reporting hub Deutsche Börse Group alleviates many challenges clients are facing under MiFID II, offering additional data transparency via an Appointed Publication Arrangement (APA), Approved Reporting Mechanism (ARM), EMIR and other regulatory services. Customers can ensure they are prepared for MiFID II by joining Deutsche Börse Group’s comprehensive pilot programme.

Emerging Markets Communications®

Emerging Markets Communications® is a global satellite and terrestrial communications company specializing in delivering mission-critical, network services for global enterprises with locations in the most remote and/or challenging areas of the world. EMC provides satellite communications to both onshore and offshore oil & gas customers worldwide leveraging both a global Ku-Band and C-Band network.
 
EMC offers customized, cost-efficient communications solutions in the most important energy-focused locations including the Gulf of Mexico, North Sea, West Africa, Brazil and Asia Pacific.  The company has installations in 150 countries, 48 field support locations and an infrastructure of teleports and terrestrial PoPs in the US, Europe and Africa. EMC’s services include VSAT connectivity for operations, crew welfare, video on demand, voice and Wifi.
 
As a proven industry leader, Emerging Markets Communications® enables customers the agility, scalability and efficiency designed to facilitate growth for their global operations. Emerging Markets Communications® is financially backed by ABRY Partners; a firm specialized in funding the communications industry with $42 billion of completed transactions.

For more information, call 1+305-539-1358 x 2288, email sales@emc-corp.net  or visit http://www.emc-corp.net.


Eurex Exchange

Website: http://www.eurexchange.com/

Eurex Exchange. An exchange for the better.
As one of the world’s leading derivatives exchanges we offer a broad range of international benchmark products. 
We operate one of the most liquid fixed income markets, provide the broadest range of equity index derivatives worldwide and are the platform of choice for European equity derivatives. In addition we cover derivatives on dividends, volatility and ETFs. All on one single platform.
Innovative and reliable technology supplies about 400 participants and 7,500 traders in 35 countries with access to more than 2,000 products across nine traditional and alternative asset classes.
For further information, please visit http://www.eurexchange.com/
 

Fidessa

Website: http://www.fidessa.com/

Exceptional trading, investment and information solutions for the world’s financial community. 85% of the world’s premier financial institutions trust Fidessa to provide them with their multi-asset trading and investment infrastructure, their market data and analysis, and their decision making and workflow technology. We offer unique access to the world’s largest and most valuable trading community of buy-side and sell-side professionals, from global institutions and investment banks to boutique brokers and niche hedge funds. $12 trillion worth of transactions flow across our global connectivity network each year. Fidessa's unrivalled set of mission-critical products and services uniquely serve both the buy-side and sell-side communities.

ICE Data Services

Website: https://www.theice.com/index

ICE Data Services offers a robust end-to-end solution for information, analytics and connectivity, with a range of proprietary data and tools for global markets across fixed income, equities, commodities, FX and options. From exclusive real-time data driven by 11 global exchanges, leading continuous fixed income evaluated pricing, reference data and analytics, to robust desktops, trading tools, and connectivity solutions, thousands of market participants around the world deploy our award-winning data services to inform their market and economic perspectives and decision-making.

IHS Markit

Website: http://www.ihsmarkit.com.

IHS Markit is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. We deliver next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 key business and government customers, including 85 percent of the Fortune Global 500 and the world’s leading financial institutions.  Headquartered in London, IHS Markit is listed on the Nasdaq under the symbol INFO and committed to sustainable, profitable growth. For more information please visit www.ihsmarkit.com.

IPC

Website: http://www.ipc.com/

IPC is the technology and service leader that powers the financial markets globally. We provide the Communication, Compliance and Network Solution needs of global financial institutions. We help clients anticipate and solve problems, setting the standard with industry expertise, exceptional services and comprehensive technology. As the industry leader IPC’s global financial community includes over 6000 market participants in 700 cities across 6 continents. Through service excellence, long-developed expertise and a focus on innovation and community, we provide agile and efficient ways for our customers to accelerate their ability to adapt to the ever–changing requirements for advanced data networks, compliance and collaboration with all counter-parties across the financial markets.

ITG

Website: http://www.itg.com/

Investment Technology Group (NYSE: ITG) is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world. We empower traders to reduce the end-to-end cost of implementing investments via technology-enabled liquidity, execution, analytics and workflow solutions. ITG has offices in Asia Pacific, Europe and North America and offers execution services in more than 50 countries.

IPREO: THE ENGINE BEHIND NEW ISSUANCE

Website: http://www.ipreo.com

Ipreo is a leading global provider of financial services technology, data and analytics. We support all participants in the capital-raising process including banks, public and private companies, institutional and individual investors, as well as research, asset management and wealth management firms. By combining state-of-the-art new issuance systems with the premier global financial and investor data, Ipreo enables our capital markets clients to execute deals more efficiently. Our applications include end-to-end book building systems, roadshow & conference management platforms, and electronic document delivery. Additionally, Ipreo's suite of investor prospecting and CRM solutions offers the most accurate and comprehensive investor contacts data and profiles in the industry. Ipreo is the only financial services provider to offer solutions across all asset classes for the Equity, Fixed Income, Municipal, and Syndicated Loan markets. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division, and has more than 1,000 employees, supporting clients in every major financial hub around the world.


Jane Street

Website: www.JaneStreetETFs.com

Founded in 2000, Jane Street is an ETF liquidity provider and home to one of the largest dedicated ETF trading teams in the world. We commit our own capital and leverage our global footprint to help institutional clients buy and sell ETFs with consistently tight spreads. As a leading ETF market maker, we excel at providing liquidity in complex and difficult-to-navigate markets – even during periods of dislocation and volatility. With offices in New York, London, and Hong Kong, we trade over $5.5B of ETFs every day – over $1.4 trillion in 2016.

KCG BondPoint

Website: https://www.kcg.com/trading-venues/bondpoint

KCG is a leading independent securities firm that combines advanced technology with exceptional client service in market making, agency execution and trading venues. KCG BondPoint is our registered inter-dealer venue for fixed-income trading. We link hundreds of global financial institutions to over 200,000 live prices for corporates, municipals, agencies, treasuries, and certificates of deposit. With automated trading, lower transaction fees and deep liquidity, we help investors minimize trading costs and maximize efficiency. Our range of connectivity options allow brokers, traders and financial advisors to custom create the workflow that best addresses their needs. Workstations, market analytics, and compliance management tools round out our offering to make it easy to search, analyze, execute and monitor the execution quality of trades.

LiquidityEdge

Website: http://www.liquidityedge.trade/

LiquidityEdge is a new trading venue for the US Treasuries market connecting both Dealer and Customer participants to a unique pool of tailored liquidity.  
Success on LiquidityEdge is not about being the fastest or having the largest budget. Success is driven by positive experiences between liquidity providers and consumers as a result of the LiquidityEdge trading model, delivering optimum, non-toxic access to US Treasury liquidity. LiquidityEdge’s bespoke trading ecosystem connects a trusted community of primary dealers, regional dealers, professional trading groups and buy-side clients enabling them to choose an execution model that suits their individual strategy.
LiquidityEdge in an independent trading venue at the forefront of US Treasury market developments, run by seasoned veterans that have anticipated the needs of the market.


Liquidnet

Website: http://www.liquidnet.com

Liquidnet is the global institutional trading network where more than 840 of the world’s top asset managers and other like-minded investors come to execute their large trades with maximum anonymity and minimum market impact. As the global leader in large block trading, Liquidnet provides access to unique trading opportunities in 44 markets across five continents. Liquidnet approaches every market with the same bold vision to provide a better, more efficient way to trade on a massive scale. It is this focus on size, combined with the strength of its network, disruptive technology, and commitment to transparency and revolutionizing the way equities and corporate bonds are traded. For more information, visit www.liquidnet.com and follow us on Twitter @Liquidnet.

NEX Group

Website: http://www.nex.com/

NEX Group plc offers customers better ways to execute trades and manage risk. Our products and services underpin the entire trade lifecycle, pre, during and post execution. Our electronic trading platforms are industry standards. Customers use our lifecycle management and information services to optimise portfolios, control risk and reduce costs. We partner with emerging technology companies to bring greater efficiency.

Opendoor Trading


OpenFin

OpenFin is the financial industry's first common operating layer, enabling rapid and secure deployment, native experience and desktop interoperability. The world’s largest banks and trading platforms use OpenFin to deploy desktop applications both in-house, and to their buy-side and sell-side customers. OpenFin investors include Bain Capital Ventures, DRW Venture Capital, Euclid Opportunities, J.P. Morgan, Nyca Partners and Pivot Investment Partners among others. The company is based in New York with offices in London.

Simcorp

Website: http://www.simcorp.com/

SimCorp provides integrated, best-in-class investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers and sovereign wealth funds. Whether deployed on premise or as an ASP solution, its core system, SimCorp Dimension, supports the entire investment value chain and range of instruments, all based on a market-leading IBOR. SimCorp invests more than 20% of its annual revenue in R&D, helping clients develop their business and stay ahead of ever-changing industry demands. Listed on NASDAQ Copenhagen, SimCorp is a global company, regionally covering all of Europe, North America, and Asia Pacific. For more information, please visit www.simcorp.com.

Societe Generale

Website: http://www.cib.societegenerale.com

With more than 12,000 professionals across 37 countries, Societe Generale Corporate & Investment Banking is present in all major markets and is built on the overriding principles of client service over the long term and sound risk management. Standing by its clients across sectors, we tailor solutions for clients by capitalizing on our worldwide expertise in investment banking, financing, market activities and investor services.  For Corporates, Financial Institutions and Public Sector: providing a global advisory approach (M&A, debt, equity transaction, capital structure, and asset & liability management), as well as quality capital raising solutions across the debt and equity spectrum, optimized financing and expert risk management responses notably in foreign exchange and rates derivatives. For Investors: offering reliable and sound investment opportunities and risk management solutions through our integrated global markets platform delivering seamless access to markets (equity, rates, credit, currencies, commodities and derivatives), as well as advice and solid financial engineering, quality of execution and forward looking research across asset classes.
 
For more information, visit www.cib.societegenerale.com


Societe Generale

Website: http://www.sgcib.com/

At the core of Société Générale’s universal banking business model, the Corporate & Investment Bank is a well-diversified and leading player with nearly 12,000 professionals present in 33 countries across Europe, the Americas and Asia-Pacific.Standing by its clients across sectors, the Corporate & Investment Bank tailors solutions for them by capitalising on its worldwide expertise in investment banking, global finance, and global markets.

The Equity Execution Services team proposes liquidity solutions, advanced algorithms and an integrated execution product including all equities, exchange traded funds (ETFs) and index futures, with a coverage across 65 world markets, including direct electronic access to 38 markets. Quantitative Electronic Services (QES) provides advanced algorithmic trading, Direct Market Access and Direct Capital Access worldwide, as well as liquidity solutions including the bank’s Alpha-x crossing network and Smart Order Routing capabilities.

Contact details: Mark Goodman, mark.goodman@sgcib.com , +44 20 7762 5751


smartTrade Technologies

Website: http://www.smart-trade.net/

smartTrade Technologies, a pioneer in multi-asset electronic trading solutions, delivers innovative and smart technologies enabling you to focus on your trading and grow your business while lowering total cost of ownership and allowing you to quickly adapt to changing market requirements. 

smartTrade Technologies provides agile end-to-end trading solutions supporting Foreign Exchange, Fixed Income, Equities and Derivatives with connectivity to over 70 liquidity providers, aggregation, smart order routing, order management, pricing, distribution, risk management capabilities and a HTML5 user interface. We work with a variety of clients ranging from banks, brokers and hedge funds to proprietary trading desks. LiquidityFX for FX and smart-FI for Fixed Income, are solutions available as software only or as a fully managed and hosted service, collocated in all the main market places globally. For more information, visit www.smart-trade.net.


Tradeweb Markets

Website: http://www.tradeweb.com/

Tradeweb Markets builds and operates many of the world's leading financial marketplaces, providing market participants with greater transparency and efficiency in fixed income, derivatives and ETF trading. Focused on applying technology to streamline the trade lifecycle, Tradeweb pioneered straight-through-processing in fixed income and now supports an integrated workflow for more than 20 marketplaces with electronic execution, processing, post-trade analysis and market data. Tradeweb Markets serves the dealer-to-customer markets through the Tradeweb institutional platform, inter-dealer trading through Dealerweb, and the US-based retail fixed income community on Tradeweb Direct. Customers rely on Tradeweb to drive the evolution of fixed income and derivatives through flexible trading architecture and more efficient, transparent markets.

TruMid

Website: http://www.trumid.com

Trumid is a financial technology company bringing efficiency to credit trading through data, technology and beautifully simple products. Trumid Market Center, the company’s all-to-all electronic trading and market intelligence platform for corporate bonds, provides market professionals with direct access to anonymous liquidity. Trumid’s products leverage the network effect and data science to empower all credit market participants to make more informed decisions. Trumid was founded in 2014 by credit professionals with over 100 years of trading experience and is headquartered in New York City. Learn more at: http://www.trumid.com