Fixed Income Leaders USA Summit 2018

June 06-June 08, 2018

Westin Copley Place, Boston

44 (0)207 368 9330

Agenda Day 3

8:00 AM - 8:45 AM Registration and Breakfast

8:00 AM - 9:00 AM Women On Wall Street Think Tank: How can the Fixed Income industry better attract, develop and retain top female talent?

Jenifer Litwin, Senior Vice President, Head of Relationship Management, Greenwich Associates

Jenifer Litwin

Senior Vice President, Head of Relationship Management
Greenwich Associates

8:45 AM - 8:50 AM Chairperson’s Opening Remarks:

Pushing Traditional Boundaries

  • Addressing the conflict between voice and electronic trading- How can you set up your internal teams to maximize the benefits of both forms of trading?
  • The evolution of best execution- How are leading buy side heads measuring best execution and what changes have they made?
  • Broader than ‘best price’- What other parameters should you measure your best execution standards against other than pricing?
  • How are traditional relationships changing as the buy side increase their technological capabilities and improve their access to markets?


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Paul Hamill

Global Head of Fixed Income, Currencies and Commodities
Citadel Securities
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William G. De Leon

Managing director, Global head of portfolio risk management
PIMCO
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Sam Priyadarshi

Head of Fixed Income Derivatives
Vanguard
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Neal Rayner

Independent Expert
Formerly Aberdeen Asset Management

Eric Charron

Director of Trading
Liberty Mutual Group

Mustafa Chowdhury

MD, Head of Rates
Voya Investment Management
  • 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?


David Saab

Managing Director
JP Morgan Private Bank

Marc P. Seidner

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

Adrian Helfert

Head of Global Fixed Income USA
AmundiPioneer

Robert Tipp

Managing Director, Chief Investment Strategist
PGIM

10:10 AM - 10:30 AM Industry Perspective: Assessing the uptake of ETFs in fixed income by the buy side- Examining how their being used to achieve greater market exposure and better source liquidity

Philip Chichlar, Head of ETF Sales and Trading, Jane Street

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Philip Chichlar

Head of ETF Sales and Trading
Jane Street

10:30 AM - 11:00 AM Morning Refreshment Break

11:00 AM - 11:20 AM CEO Technology Keynote: Staying ahead of the curve- What new products and services are major tech firms investing in to lead the innovation race?

  • Technology as a disruptor- How are FinTech firms dragging fixed income markets into the digital age?
  • What is driving innovation within fixed income and what challenges and opportunities does this present when providing a new service to the buy side?
  • Technology for the future- How will electronic trading continue to evolve across fixed income and what will be the factors for success?
  • Moving on from legacy technology- How are the buy side adopting new systems to become more adaptable to modern markets?
  • What is the future of fixed income innovation and what impact will this have on a traders’ daily routine?

11:20 AM - 12:00 PM All Star Panel: Bridging the gaps in the O/EMS- How are providers addressing the complexities faced in the fixed income asset class to offer you the adjustments you need now and in the future?

Kevin McPartland, Head of Market Structure Research, Greenwich Associates Glenn Taitz, Head of Fixed Income Trading, Invesco Jamie Anderson, Head of US Trading, Insight Investment William Wright, Head of Credit Trading, Loomis Sayles and Co Vidya Guruju, Product Manager, CFA, Charles River Development
  • Building a fixed income O/EMS- what makes a specialized fixed income OMS and EMS system and how far are we from making this a reality?
  • What are the needs of the buy side from their O/EMS counterparts and how can they be addressed so the providers are meeting these needs?
  • How should a modern O/EMS simplify a buy side workflow and help you connect to more liquidity hubs, integrate more data and help you meet your compliance goals?
  • With O/EMS systems so vital to a trader’s workflow, what are the O/EMS providers doing to ensure they are keeping up with the pace of change in fixed income?

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Kevin McPartland

Head of Market Structure Research
Greenwich Associates

Glenn Taitz

Head of Fixed Income Trading
Invesco

Jamie Anderson

Head of US Trading
Insight Investment

William Wright

Head of Credit Trading
Loomis Sayles and Co
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Vidya Guruju

Product Manager, CFA
Charles River Development

Special Guest Speaker

12:00 PM - 12:30 PM Special Guest Speaker: The qualities of a truly influential leader - How to lead a high performing team that does what it takes to come out on top?

12:30 PM - 1:30 PM Lunch and Networking Break

Track A - Technology

1:30 PM - 1:50 PM Fireside Chat: The millennial trading team- How building diverse teams delivers greater results

Brad Bailey, Research Director, Capital Markets, Celent Jenifer Litwin, Senior Vice President, Head of Relationship Management, Greenwich Associates
  • Outlining the benefits to building diverse trading teams- how can this improve productivity, decision making and improve returns?
  • Why are senior positions in financial markets currently male dominated and how can this be overcome?
  • How to break the norm to promote a for diversity culture in the workplace
  • How to best factor in diversity in your recruitment and promoting from within practices

Jenifer Litwin

Senior Vice President, Head of Relationship Management
Greenwich Associates
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Brad Bailey

Research Director, Capital Markets
Celent

Track A - Technology

1:50 PM - 2:30 PM 360 Perspective: Trader evolution- What does increased electronic trading mean for trader skillsets and the future of their role?

Brad Bailey, Research Director, Capital Markets, Celent Brad Bailey, Research Director, Capital Markets, Celent Greg Heller, Director of Global Fixed Income Trading, MFS Joe Castelluccio, Head of Trading, CG Capital Markets
  • Hiring for the future- How are the roles of traders evolving and what skillsets are now an essential part of the trader toolkit?
  • Combining technological know-how, trading and risk management skills- What makes a modern-day trader?
  • How has increased use of algorithms and automation affected trading teams across 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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Brad Bailey

Research Director, Capital Markets
Celent
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Greg Heller

Director of Global Fixed Income Trading
MFS

Joe Castelluccio

Head of Trading
CG Capital Markets
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Brad Bailey

Research Director, Capital Markets
Celent

Track B - Strategy

1:30 PM - 1:50 PM Industry Perspective: Brexit aftermath- Predictions on the likely outcome for global trade and implications for various investment plans

David Saab, Managing Director, JP Morgan Private Bank Adam Purzitsky, Co-Head, Global Rates Team, Old Mutual Global Investors Adam Purzitsky, Co-Head, Global Rates Team, Old Mutual Global Investors
  • Debating the knock-on effects of Brexit- is Brexit good or bad for UK markets and investing?
  • How will monetary policy react to Brexit and what impact will this have on GDP and inflation?
  • Demand shark vs supply shock- What are the medium to long term implications of Brexit
  • Analysing the impact of policy implications- How do they differ for Brexit and how will UK rates be affected?
  • Parallels and non-parallels between Brexit and disillusion of NAFTA

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Adam Purzitsky

Co-Head, Global Rates Team
Old Mutual Global Investors

David Saab

Managing Director
JP Morgan Private Bank
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Adam Purzitsky

Co-Head, Global Rates Team
Old Mutual Global Investors
  • 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?

David Saab

Managing Director
JP Morgan Private Bank

Mike Huff

Director of Portfolio Management and Asset Allocation
TIAA CREF

Leslie Falconio

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

Michael McEachern

Head of Public Markets
Muzinich & Co

Ritirupa Samanta

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

Leslie Falconio

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

Track C - Swaps

1:30 PM - 1:50 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?

Michael Koegler

Principal
ViableMKTS

Angela Patel

Senior Vice President
Putnam Investments

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?

Chris Ferreri

Chief Operating Officer
Hartfield, Titus and Donnelly
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Neal Rayner

Independent Expert
Formerly Aberdeen Asset Management
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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

Innovating For The Future

2:30 PM - 2:50 PM Keynote Interview: Following the money- How do venture capitalists establish who the most promising FinTech firms are and where do they see the biggest innovation opportunities?

  • What are the three biggest areas currently attracting FinTech investments and why?
  • What do venture capitalists look for in the FinTech space when considering investments in new ideas?
  • What are the current impediments to innovation and how can they be overcome by smaller FinTech firms?
  • What are the critical success factors that we should look out for which determine the success or failure of FinTech firms?

2:50 PM - 3:30 PM Fixed Income FinTech Shark Tank: Get a sneak peak into the latest most innovative FinTech offerings to see how they can help you solve some of your biggest pain points

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?

3:30 PM - 3:35 PM Chairperson’s Closing Remarks:

3:35 PM - 3:40 PM Conference Close