Fixed Income Leaders USA Summit 2018

June 06-June 08, 2018

Westin Copley Place, Boston

44 (0)207 368 9330

Agenda Day 1

12:00 PM - 12:55 PM Registration and Lunch

Track A - Trading Venues Evaluation Day Broaden your access to liquidity

12:55 PM - 1:00 PM Chairperson’s Opening Remarks

Chris White, CEO, ViableMKTS

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Chris White

CEO
ViableMKTS

Track A - Trading Venues Evaluation Day Broaden your access to liquidity

1:00 PM - 1:30 PM Buy Side Leader Interviews: Establishing the wish list for new liquidity solutions- What combination of protocols are now essential to help you improve your access?

Chris White, CEO, ViableMKTS
  • What steps can you take to establish the best trading protocol to meet your best execution needs?
  • What are currently the most commonly used trading protocols on the buy side and how will this evolve as eTrading increases across fixed income?
  • Key criteria- What characteristics of any new trading platform are essential in modern fixed income markets?
  • How can the utilisation of multiple trading protocols complement each other to give you a wider picture of liquidity?


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Chris White

CEO
ViableMKTS

Track A - Trading Venues Evaluation Day Broaden your access to liquidity

1:30 PM - 2:00 PM Keynote: How to leverage new e-trading tools and implement different trading protocols to unlock hard to access liquidity?

  • Fixed income execution in electronic markets- What execution models are available to the buy side?
  • Non-traditional protocols- How are they continuing to evolve and how can the buy side take advantage of this?
  • What steps are trading venues taking to continue to innovate and offer viable solutions in the never-ending search for liquidity?
  • What impact will global regulation have on the use of different trading protocols for the buy side and how can they help with compliance?


Track A - Trading Venues Evaluation Day Broaden your access to liquidity

2:00 PM - 2:30 PM Refreshment Break

Track A - Trading Venues Evaluation Day Broaden your access to liquidity

2:30 PM - 3:30 PM Platforms In The Spotlight: What new liquidity innovation is each platform promoting to improve your access to new pools?

Listen to a 10 minute innovation pitch from each platform to fully understand:
  • Trading protocol or innovation promoted
  • Unique selling point
  • Buy side adoption rates


Track A - Trading Venues Evaluation Day Broaden your access to liquidity

3:30 PM - 4:00 PM Refreshment Break

Track A - Trading Venues Evaluation Day Broaden your access to liquidity

4:00 PM - 5:30 PM Meet The Platforms: Evaluate the newest liquidity initiatives with your peers to understand who is best placed to meet your needs

Break into groups of 8-10 buy side and sit with each platform on roundtables to engage in an open Q&A discussion with your peers
Each roundtable lasts 15 minutes


Track B- Data and Analytics Evaluation Day Enhance your pre and post trade insights

12:55 PM - 1:00 PM Chairperson’s Opening Remarks

Alex Sedgwick, Vice President, Fixed Income Market Structure, T. Rowe Price

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Alex Sedgwick

Vice President, Fixed Income Market Structure
T. Rowe Price

Track B- Data and Analytics Evaluation Day Enhance your pre and post trade insights

1:00 PM - 1:30 PM Buy Side Leader Interviews: Exploiting new data and analytics capabilities- How can you improve access to pre and post trade insights that can enhance your overall performance?

Alex Sedgwick, Vice President, Fixed Income Market Structure, T. Rowe Price Glenn Taitz, Head of Fixed Income Trading, Invesco , ,
  • What technology is currently of most importance to help you achieve best execution on a regular basis?
  • When incorporating new technology into your workflow, what are the key characteristics you should look out for?
  • Build vs. Buy- How can you decide what is the best option when considering new technology for your trading desk?
  • How can you ensure any new technology is sufficient enough to help you meet your compliance goals while achieving best execution for your clients?


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Alex Sedgwick

Vice President, Fixed Income Market Structure
T. Rowe Price

Glenn Taitz

Head of Fixed Income Trading
Invesco

Track B- Data and Analytics Evaluation Day Enhance your pre and post trade insights


1:30 PM - 2:00 PM Keynote: Meeting your best execution goals- How to use new data and analytics to better tap into new investment opportunities and execute them efficiently at the best price

  • What developments are different providers bringing to give additional pre and post trade transparency to the buy side?
  • How are the buy side adopting new technologies to measure and meet their best execution goals on a regular basis?
  • How are providers ensuring they are continuing to help the buy side meet their global compliance goals while continuing to offer a new solution?
  • How does technology and market structure go hand in hand and how will this continue to evolve over the next 5 years?


Track B- Data and Analytics Evaluation Day Enhance your pre and post trade insights

2:00 PM - 2:30 PM Refreshment Break

Track B- Data and Analytics Evaluation Day Enhance your pre and post trade insights

2:30 PM - 3:30 PM Providers In The Spotlight: What new data and analytics innovation is each provider promoting to help you improve your trading capabilities?

Listen to a 10 minute innovation pitch from each provider to fully understand:
  • Innovation promoted
  • Unique selling point
  • Buy side adoption rates


Track B- Data and Analytics Evaluation Day Enhance your pre and post trade insights

3:30 PM - 4:00 PM Refreshment Break

Track B- Data and Analytics Evaluation Day Enhance your pre and post trade insights

4:00 PM - 5:30 PM Meet The Providers: Evaluate the newest data and analytics offerings with your peers to understand who is best placed to meet your pre and post trade transparency needs

Break into groups of 8-10 buy side and sit with each provider on roundtables to engage in an open Q&A discussion with your peers
Each roundtable lasts 15 minutes


Track C - Fixed Income ETFs Evaluation Day Tap into this new investment vehicle

12:55 PM - 1:00 PM Chairperson’s Opening Remarks

Ari Burstein, President, Capital Markets Strategies

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Ari Burstein

President
Capital Markets Strategies

Track C - Fixed Income ETFs Evaluation Day Tap into this new investment vehicle

1:00 PM - 1:30 PM Buy Side Leader Interviews: The business case for trading fixed income ETFs- What are the use cases to unlock new investment opportunities?

Ari Burstein, President, Capital Markets Strategies Iseult Conlin, VP, Trading and Liquidity Strategies, Blackrock
  • How are the buy side adopting ETFs and what are the use cases for trading them?
  • How are ETFs being utilized to buy and sell individual bonds and what liquidity benefits does it bring?
  • Equities vs. Fixed Income- How are internal teams structured to facilitate the efficient trading of fixed income ETFs?
  • ETF pros and cons- What are the reservations when trading ETFs and how can they be overcome?


Iseult Conlin

VP, Trading and Liquidity Strategies
Blackrock
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Ari Burstein

President
Capital Markets Strategies

Track C - Fixed Income ETFs Evaluation Day Tap into this new investment vehicle

1:30 PM - 2:00 PM ETF Leaders Interview: Navigating the ecosystem- Who are the major players in the fixed income ETF space and how are they interacting with the rest of the value chain?

Ari Burstein, President, Capital Markets Strategies
  • What are the benefits of an issuer making sure their bonds are eligible to be in a FI ETF”
  • Electronic trading of ETFs- how are market makers and banks adapting to the electronification of ETF products and how are they bringing them market?
  • ETF market interaction- How do issuers, dealers and managers all interact with each other and what services should each be providing?
  • ETF market evolution- Where was liquidity 3 years back, where is it now and how will this develop over the next 3 years?


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Ari Burstein

President
Capital Markets Strategies

Track C - Fixed Income ETFs Evaluation Day Tap into this new investment vehicle

2:00 PM - 2:30 PM Refreshment Break

Track C - Fixed Income ETFs Evaluation Day Tap into this new investment vehicle

2:30 PM - 3:30 PM Workshop: Exploring the risks and opportunities associated with Fixed income ETFs- How do they work and how do you invest in and trade them?

  • Behind the screen- How are ETFs actually created, how are they priced and what really happens during the create/redeem process?
  • Clearing up misconceptions around fixed income ETFs- What are the risks of trading them and how can they be overcome?
  • What are the key characteristics of fixed income ETFs and what problems do they solve?
  • How do you distinguish a good ETF vs. a bad ETF and what are the systematic risks when trading ETFs?


Track C - Fixed Income ETFs Evaluation Day Tap into this new investment vehicle

3:30 PM - 4:00 PM Refreshment Break

Track C - Fixed Income ETFs Evaluation Day Tap into this new investment vehicle

4:00 PM - 5:30 PM Meet the market makers: Evaluate the USPs of different ETF market makers to understand who is best placed to help you tap into this investment opportunity

Break into groups of 8-10 buy side and sit with each provider on roundtables to engage in an open Q&A discussion with your peers
Each roundtable lasts 20 minutes

5:30 PM - 6:30 PM Fixed Income Leaders Summit Welcome Drinks Reception