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 draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. Its business strategy is centered on its pre-eminent global wealth management businesses and its leading universal bank in Switzerland. Together with a client-focused Investment Bank and a strong, well-diversified Global Asset Management business, UBS will expand its premier wealth management franchise and drive further growth across the Group. 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 and capital markets, research, equities, foreign exchange, precious metals and tailored fixed income services in rates and credit through its two business units, Corporate Client Solutions and Investor Client Services. The Investment Bank is an active participant in capital markets flow activities, including sales, trading and market-making across a range of securities

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.

Barclays

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


BlackRock 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.

Charles River Systems

Website: http://www.crd.com/

Charles River provides an end-to-end solution to automate front- and middle-office investment management functions across asset classes. The Charles River Investment Management Solution scales easily, and supports the entire investment lifecycle on a single platform, from decision support activities through compliance, trading and post-trade settlement. The solution offers a simplified operating model that includes enterprise software, data, application management/upgrades, hosting and FIX network to improve investment professional productivity, control risk and lower technology costs. Charles River serves more than 350 firms in 43 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking and pension markets.

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.


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.

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.

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.

Markit

Website: www.markit.com

Markit is a leading global provider of financial information services. We provide products that enhance transparency, reduce risk and improve operational efficiency. Our customers include banks, hedge funds, asset managers, central banks, regulators, auditors, fund administrators and insurance companies. Founded in 2003, we employ over 4,000 people in 11 countries. Markit shares are listed on Nasdaq under the symbol MRKT. For more information, please see www.markit.com.

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


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.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


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.