Agenda Day 1

7:45 am - 8:25 am Registration and Breakfast

7:45 am - 8:30 am Women On Wall Street Think Tank: How can the Fixed Income industry better attract, develop and retain top female talent?

Jennifer Litwin - Senior Vice President, Head of Relationship Management Greenwich Associates Audrey Blater - Senior Analyst Aite Group Laurie Battaglia - CEO and Workplace Strategist Aligned at Work®
ü  A boardroom discussion on professional skill development, building a personal brand, and getting ahead on the street
ü Enhance your career by learning from, and being inspired by, some of Europe’s most successful and influential women leaders
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Jennifer Litwin

Senior Vice President, Head of Relationship Management
Greenwich Associates

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Audrey Blater

Senior Analyst
Aite Group

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Laurie Battaglia

CEO and Workplace Strategist
Aligned at Work®

8:25 am - 8:30 am Chairperson’s Opening Remarks:

Kevin McPartland - Head of Market Structure Research Greenwich Associates
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Kevin McPartland

Head of Market Structure Research
Greenwich Associates

Pushing Traditional Boundaries

8:30 am - 9:00 am Buy Side Keynote Interview: A discussion on electronic trading trends and how the world’s largest asset manager is embracing technology.

Rick McVey - CEO MarketAxess Supurna VedBrat - Head of Global Trading. BlackRock
  Ø  Adapting to the new norm - How can you set up your internal processes, connectivity and technology to maximize liquidity and meet your investment needs?
Ø  Overcoming fragmentation- What capabilities are needed on the buy side to actually achieve the best execution result?
Ø  Where is the investment in new technology going in order to now focus trading resources where they are truly needed? 
Ø  What changes have BlackRock already made, and where do they see further change in order to capitalise on new trends in fixed income markets?
Ø  The buy side juggling act- With the ongoing challenge of regulation and cost reduction, how are BlackRock ensuring they are still meeting their fiduciary duties for their clients? 
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Rick McVey

CEO
MarketAxess

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Supurna VedBrat

Head of Global Trading.
BlackRock

  • How can you best respond to a rising rate environment to come out on top in a new environment? 
  • Diversification and risk reduction- what are the drivers of a successful portfolio over the next 12 months and how can you position your portfolio?
  • Risk vs. reward- where are the opportunities for fixed income investing in 2018 and what are the factors that drive these? 
  • How can you apply ‘out of the box’ thinking to drive your fund business and generate returns for your investors in an increasingly complex environment?

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David Saab

Managing Director
JP Morgan Private Bank

Marc P. Seidner

CIO Non-traditional Strategies, Managing Director and Head of New York Portfolio Management
PIMCO

Robert Tipp

Managing Director, Chief Investment Strategist
PGIM

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Payson F. Swaffield

Chief Income Investment Officer
Eaton Vance Management

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Bill Adams

Global CIO, Fixed Income
MFS

9:40 am - 10:00 am Investment Keynote: Assessing the levels of ETF usage and trading behaviour- How are the buy side incorporating fixed income ETFs as a means of accessing greater liquidity and transparency and how can you capitalize on this over the next 12 months?

Philip Cichlar - Global Head of Fixed Income ETF Sales & Trading Jane Street
Ø  The state of global ETF markets- How has this continued to grow and evolve over the past 12 months and hat are the drivers for this?
Ø  What impact are bond ETFs having on market liquidity and transparency and how can you use these to your advantage?
Ø  The evolution of ETF liquidity- How has this grown and what are the factors leading to increased liquidity?
Ø  Matching your bond world to ETFs- Where should ETFs lie in the trading ecosystem and how can you bring these two worlds together for more diversified trading and execution options?
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Philip Cichlar

Global Head of Fixed Income ETF Sales & Trading
Jane Street

10:00 am - 10:20 am Regulatory Keynote: Modernizing the regulatory structure and process to create a robust financial system- What improvements are the Treasury proposing to improve market liquidity and transparency across FICC markets?

Brian Smith - Director, Office of Capital Markets U.S. Department of the Treasury
Ø  Where are the opportunities for further reform in fixed income capital markets which can foster economic growth and provide opportunities for both investors and issuers?
Ø  Recalibrating derivatives regulation- What recommendations are the Treasury proposing to improve the state of derivatives markets to promote greater market liquidity and transparency?
Ø  How are regulators promoting innovation and flexibility across the execution process and within market infrastructure to help improve eTrading in FICC markets?
Promoting US interests and ensuring a level playing field abroad- What steps can be taken to enhance American companies’ competitiveness

Brian Smith

Director, Office of Capital Markets
U.S. Department of the Treasury

10:20 am - 10:50 am Morning Refreshment Break: Bloody Marys and breakfast paninis pick-me-up

Available in the exhibition area
Ø  Trader evolution- What does increased electronic trading mean for trader skillsets and the future of their role? 
Ø  Addressing the digital skill gap and the need to innovate- What skills should you now be looking for when hiring for the future?
Ø  Combining technological know-how, trading and risk management skills- What makes a modern-day trader?
Ø  How has increased use of algorithms and automation affected trading teams and how can you prepare for further eTrading growth?
What new roles and job titles need to be developed on the buy side to keep up with the pace of change across fixed income?
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Rebecca Healey

Head of EMEA Market Structure and Strategy
Liquidnet

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Iseult Conlin

VP, Trading and Liquidity Strategies
BlackRock

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Greg Heller

Director of Global Fixed Income Trading
MFS

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Zachary Ellison

MS, CFA, CAIA
Ellison Capital Management

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Lee Sanders

Head of FX Execution, FX, Fixed Income & CDS Trader
AXA Investment Management

Ø  Assessing what diversity and inclusion means in capital markets- Why is this such a big issue and how can it be addressed?
Ø  More than just a tick-box exercise- Why is embracing diversity proven to deliver better results?
Ø  How can you tap into different skillsets and backgrounds and what advantages does this bring with so many external factors changing in fixed income markets?
Build a winning team- How to make sure you have the right skillsets and the best talent at your disposal to be as successful as possible?
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Jennifer Litwin

Senior Vice President, Head of Relationship Management
Greenwich Associates

Marianne Winkelman

VP, Director of Global Bond, EM and FX Trading
Loomis, Sayles & Company

Amy Koch Flynn

CEO, xBK
Standish and Mellon Capital

11:50 am - 12:20 pm Special Guest Speaker: 5 secrets to attracting the best talent and creating a high performing culture in your workplace

Laurie Battaglia - CEO and Workplace Strategist Aligned at Work®
Ø  How to attract the top talent and build a collaborative work environment across generations
Ø  How to create a fixed income division where all employees are engaged and aligned with the organization’s vision and values in an increasing regulatory and risk environment
Ø Increasing efficiency through your division- How to build trust, decrease unwanted turnover, and reduce on-boarding and training costs in an increasingly fee pressured market structure
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Laurie Battaglia

CEO and Workplace Strategist
Aligned at Work®

12:20 pm - 12:50 pm Special Guest Speaker: Future-proof yourself- How is AI, machine learning and robotics going to radically change and shape the future of your profession?

Jason Schenker - Chairman of the Futurist Institute and President Prestige Economics
Ø  The future of the economy- How will changes in robotics and automation impact jobs, the US and the global economy
Ø  The future of finance- How will AI, machine learning and robotics change the fundamentals of finance and investing, and what adaptations do firms need to make now to survive and thrive in new markets?
Ø  The future of your profession- How technological innovations; including FinTech, crypto, blockchain, robo-advising, and application is going to change your profession
The future you- How can you survive these changes and benefit from robots and automation?

Jason Schenker

Chairman of the Futurist Institute and President
Prestige Economics

Special Guest Speaker

1:00 pm - 1:40 pm Lunch and Networking Break: Mesa Yucatan Lunch

Meet & Greet Lunch & Networking For All Attendees

Track A - Technology

1:50 pm - 2:10 pm Fireside Chat: From challenge to opportunity- What long-term benefits can MiFID II bring and how can you best capitalize on them?
Rebecca Healey - Head of EMEA Market Structure and Strategy Liquidnet Juan Landazabal - Global Head of Fixed Income Trading Deutsche Asset Management Gernot Schmidt - Product Manager SimCorp
Ø  What have been the early experiences of MiFID II since implementation and how are different entities from across the industry approaching it?
Ø  Has the initial implementation caused any unintended consequences, or has everything gone as expected thus far?
Ø  What technologies are coming forward to help the buy side comply with MiFID II compliance?
What obligations of MiFID II are still to come into play and what steps should you take to best prepare for them now?
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Rebecca Healey

Head of EMEA Market Structure and Strategy
Liquidnet

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Juan Landazabal

Global Head of Fixed Income Trading
Deutsche Asset Management

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Gernot Schmidt

Product Manager
SimCorp

Track A - Technology

2:10 pm - 2:30 pm Fireside Chat: Improving transparency across fixed income markets- The evolution of TRACE beyond corporate bonds and how you can reap the benefits.
Elliot Levine - Associate Vice President, Chief Counsel and Senior Advisor, Transparency Services FINRA Mike Nappi - Vice President, Investment Grade Corporate Bond Trading Eaton Vance
Ø  An update on TRACE expansion and TRACE for Treasuries - Value of the buy side providing feedback and the outcomes from this
Ø  TRACE expansion- How TRACE moved from corporate bonds to more complex fixed income instruments and the value of buy side feedback
Ø  Transparency paradigms in more complex securities - balancing the interests of transparency and participant/strategy anonymity
Available TRACE data and use in Risk Management
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Elliot Levine

Associate Vice President, Chief Counsel and Senior Advisor, Transparency Services
FINRA

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Mike Nappi

Vice President, Investment Grade Corporate Bond Trading
Eaton Vance

Track A - Technology

2:30 pm - 2:50 pm View from the MSRB: Outlining the long-term strategic vision for a fair, transparent and efficient municipal securities market
Lynette Kelly - Executive Director MSRB
Ø  Outlining the current issues facing the municipal securities market- How is the MSRB addressing issues around best execution and market disclosure? 
Ø  Expanding compliance support in securities- what are the current rules and regulations around municipal securities markets and what impact does this have on your daily trading activities?
Ø  Optimising market data- Outlining how the MSRB are supporting the efforts to maximise the availability and quality of market data for the benefit and use of all stakeholders.
Providing financial transparency to municipal securities markets- analysing the state of data availability and how you can improve your access to this?
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Lynette Kelly

Executive Director
MSRB

Track B - Swaps

1:50 pm - 2:10 pm Fireside Chat: The story so far on UMR- What has been the impact on the OTC derivatives space and how will it further influence execution behaviour?
Michael Koegler - Principal ViableMKTS Angela Patel - Senior Vice President Putnam Investments Sol Steinberg - Founding Principal The OTC Partners
  • The evolution of OTC swaps market- How much liquidity will be driven to platforms and how are the buy side execution models progressing? 
  • How is bilateral OTC execution process changing and how can the buy side streamline and automate this?
  • How are the buy side measuring and posting initial margin and efficiently coping with the new requirements and what impact has this had on the products they trade?
  • What products are going to be more prevalent in the new environment and what will move towards an exchange traded model?
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Michael Koegler

Principal
ViableMKTS

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Angela Patel

Senior Vice President
Putnam Investments

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Sol Steinberg

Founding Principal
The OTC Partners

  • With low volatility and high prices for corporate debt would a move back to CDS generate better returns for your investors?
  • Do the current market conditions favour a return to CDS or does this product still represent too much risk? 
  • With the movement of CDS towards a clearing model, is now the opportune time to move back to CDS trading?
  • What are the factors that could prevent moving the buy side back towards CDS products and can they be overcome? 
  • Hedging your credit risk- What new toolsets are the buy side using and where could CDS sit in this process?
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Chris Ferreri

Chief Operating Officer
Hartfield, Titus and Donnelly

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Neal Rayner

Head of US Fixed Income Trading
Janus Henderson Investors

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Jarred Sherman

Managing Director, Fixed Income Portfolio Manager
JP Morgan Asset Management

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Steve Shaw

Founder & President
BondSavvy

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Dan Viola

Partner - Head of Regulatory and Compliance Group
Sadis and Goldberg

  • Asset allocation- How should you develop and construct portfolios to maximise returns in the current environment? 
  • Diversifying your portfolio beyond traditional means- What are the biggest macro transitions driving potential risk and opportunities? 
  • What are the nuances that you should analyse and why to build a successful portfolio in todays fixed income markets? 
  • Where do the most lucrative return opportunities and related investment opportunities lie within the fixed income spectrum?
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David Saab

Managing Director
JP Morgan Private Bank

Mike Huff

Director of Portfolio Management and Asset Allocation
TIAA CREF

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Leslie Falconio

Senior Fixed Income Strategist, Head of Tactical Fixed Income Allocation
UBS Wealth Management

Michael McEachern

Head of Public Markets
Muzinich & Co

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Ritirupa Samanta

Managing Director, Global Head of Systematic Fixed Income & Senior Portfolio Manager
FICC State Street Global Advisors

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Leslie Falconio

Senior Fixed Income Strategist, Head of Tactical Fixed Income Allocation
UBS Wealth Management

Innovating For The Future

Join our fixed income sharks during this exciting ‘Shark Tank’ style session, where you will hear from three 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?

Sharks: 
Kenneth Monahan, Greenwich Associates
Brad Bailey, Research Director, Celent
Dan Viola, Partner, Head of Regulatory and Compliance Group, Sadis   and Goldberg
Sol Steinberg, Regional Director, PRIMA
Entrepreneurs: 
Augmented Intelligence- Mark Gamble, CEO, Glia Ecosystems Augmented Intelligence
Blockchain-Sophia Grami, CEO & Co-Founder, Synswap
Alpha Generation- David Askin, Sales Director, FixtHub

Kenneth Monahan

Senior Analyst
Greenwich Associates

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Brad Bailey

Research Director, Capital Markets
Celent

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Dan Viola

Partner - Head of Regulatory and Compliance Group
Sadis and Goldberg

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Sol Steinberg

Founding Principal
The OTC Partners

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Sophia Grami

CEO and co-founder
Synswap

Mark Gamble

CEO
Glia Ecosystems Augmented Intelligence

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David Askin

Sales Director
FixtHub

3:25 pm - 3:30 pm Chairperson’s Closing Remarks:

Kevin McPartland - Head of Market Structure Research Greenwich Associates
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Kevin McPartland

Head of Market Structure Research
Greenwich Associates

3:30 pm - 3:35 pm Conference Close