June 22 - 23, 2021
June 15th 2021 - Buy Side only Boardroom
*All TIMES ARE IN EST*
9:00 am - 9:10 am Welcome Address and Chairperson’s Opening Remarks: Irene Cerquaglia, Editorial Director, FILS
9:10 am - 9:35 am Trading Panel with live Q&A Evolving your desk in light of new market trends: How are innovative data and technology capabilities re-defining the fixed income landscape, and how can you leverage these tools to tap into new profitable trading opportunities?
9:35 am - 10:05 am Fireside Chat with live Q&A **OPEN TO BUY SIDE ONLY ** How is portfolio trading and systematic pricing disrupting the fixed income ecosystem, and how can you tap into new liquidity sources to unlock performance alpha?
10:05 am - 10:25 am Buy Side Investment Keynote with live Q&A How can you boost collaboration between your portfolio management and trading functions to best navigate macro-economic events impacting fixed income markets and transform your investment and execution strategies?
10:25 am - 10:40 am Speed Networking – Top Holiday Destinations post Covid-19?
Join this virtual speed networking session to break the ice and spark new connections with your peers. Spend 3 minutes in a virtual Zoom room with 2 of your industry colleagues to share where’s your top destination post-Covid 19 before moving into the next Zoom room. You will join three different rooms in total to meet with all the delegates before the content begins.
Track A: EXPLORING THE LATEST LIQUIDITY INITIATIVES10:40 am - 11:00 am Interview with Live Polling Evaluating the most exciting liquidity initiatives: Which trading protocols and aggregation tools should you be evaluating now, to maximize your connectivity across the e-trading ecosystem?
Track A: EXPLORING THE LATEST LIQUIDITY INITIATIVES11:00 am - 11:40 am LIQUIDITY SOURCING ALGOS BOARDROOM How can you leverage advanced algos to access new liquidity pools and move away from traditional RFQ models to boost desk performance?
*OPEN TO BUY SIDE ONLY*
Jim ToffeyChief Executive Officer
Track A: EXPLORING THE LATEST LIQUIDITY INITIATIVES11:40 am - 12:20 pm LIQUIDITY IN 2021 AND BEYOND VIRTUAL BOARDROOM Rapid Q&A: What are the most common questions from buy side clients today and what lessons learnt can be applied to improve the future of fixed income liquidity?
Track B: LEVERAGING INNOVATIVE DATA AND WORKFLOW TECH10:40 am - 11:00 am Interview with Live Polling Defining the Buy Side wish-list for analytics and trading technology: How can you leverage the latest solutions to meet the needs of your fixed income trading desk and thrive in the current market landscape?
Track B: LEVERAGING INNOVATIVE DATA AND WORKFLOW TECH11:00 am - 11:40 am WORKFLOW TECH BOARDROOM How can your trading desk become more sophisticated in order to improve connectivity, workflow automation and access to liquidity?
Steve Toland Founder TransFICC
*OPEN TO BUY SIDE ONLY*
Track B: LEVERAGING INNOVATIVE DATA AND WORKFLOW TECH11:40 am - 12:10 pm STREAMLINING TECH BOARDROOM How can you best consolidate your order and streamline workflows to achieve ‘best in class’ functionality, and focus your traders’ resources where they are really needed?
Track C: EVALUATING NEW PORTFOLIO MANAGEMENT AND INVESTMENT STRATEGIES10:40 am - 11:00 am Interview with live Q&A and Polling Building a high performing yield toolbox: How can you best use quantitative tools and machine learning models to better inform asset allocation and diversify your global portfolio to boost alpha?
Track C: EVALUATING NEW PORTFOLIO MANAGEMENT AND INVESTMENT STRATEGIES11:00 am - 11:40 am PORTFOLIO TECH INNOVATION BOARDROOM How can Explainable AI help detect early changes in credit rating and spreads?
Track C: EVALUATING NEW PORTFOLIO MANAGEMENT AND INVESTMENT STRATEGIES11:40 am - 12:10 pm LEVERAGING NEW DATA SETS BOARDROOM Unlocking innovative investment strategies with new data sets: How can asset managers use new metrics like ESG, climate risk scores, employment and salary trends and more to add value and introduce new products?
12:20 pm - 1:10 pm Lunch break
1:10 pm - 1:30 pm Interview with live Q&A and Polling Assessing the impact of the growth in direct connectivity on market structure: How can you best identify growth accelerators and enhance the way you interact with liquidity providers to navigate this evolving landscape?
1:30 pm - 1:50 pm Interview with live Q&A Challenges and opportunities in creating a framework to systematically integrate ESG considerations: How can you leverage innovative technology to optimize your portfolio investment strategy in line with new ESG mandates?
*All times are in EST*
LEVERAGING INNOVATIVE DATA AND WORKFLOW TECH1:50 pm - 2:30 pm ADVANCED DATA & ANALYTICS BOARDROOM How can you overcome data fragmentation challenges and find new ways of sourcing and aggregating data to better find liquidity and drive decision making while trading?
EVALUATING NEW PORTFOLIO MANAGEMENT AND INVESTMENT STRATEGIES1:50 pm - 2:30 pm PORTFOLIO & ORDER MANAGEMENT TECH BOARDROOM How can cloud-based portfolio optimization engine enable you to reduce bond allocation time?
2:30 pm - 2:40 pm Coffee break
2:40 pm - 3:00 pm Interview with live Q&A and Polling How can you effectively balance relationship based and data analytics driven approaches on your desk to boost your overall investment performance?
LEVERAGING INNOVATIVE DATA AND WORKFLOW TECH3:00 pm - 3:40 pm WORKFLOW EFFICIENCY BOARDROOM How can you integrate leading market data and execution workflow tools to increase trader efficiency, improve execution, and perform better?
EVALUATING NEW PORTFOLIO MANAGEMENT AND INVESTMENT STRATEGIES3:00 pm - 3:40 pm CREDIT ECOSYSTEM BOARDROOM Innovation in the credit ecosystem: How can newly designed instruments provide balance sheet optimization for risk mitigation and portfolio construct?
John Angelos Senior Director, Head of North American Derivatives Sales Cboe Global Markets
Kevin McPartland Head of Market Structure Research Coalition Greenwich
Jeremy Albers CFA, CAIA, Investment Risk Manager and Portfolio Construction Aviva Investors
Paul Pietranico Director, Senior Portfolio Manager, Multi Asset US Allianz Global Investors
John AngelosSenior Director, Head of North American Derivatives Sales
Cboe Global Markets
Kevin McPartlandHead of Market Structure Research
Jeremy AlbersCFA, CAIA, Investment Risk Manager and Portfolio Construction
Paul PietranicoDirector, Senior Portfolio Manager, Multi Asset US
Allianz Global Investors
3:40 pm - 4:00 pm Fireside chat with live Q&A and Polling Identifying the most profitable fixed income emerging markets opportunities: How can you factor them into your investment decisions to increase your portfolio performance?
4:00 pm - 4:05 pm Chairperson’s Closing Remarks
4:05 pm - 4:05 pm Virtual VIP Cocktail Making Reception: LEARN HOW TO SHAKE, STIR & STRAIN CLASSIC COCKTAILS WITH A TWIST AT HOME
Hosted by Symphony
Would you like to learn how to make the perfect cocktail from the comfort of your home? Join our cocktail making expert in an interactive, fun and memorable experience to learn how to prepare three iconic cocktails: Honeysuckle, Cherry Gin Collins, and Old Fashioned. With valuable at-home bar tips and techniques, this virtual cocktail masterclass gives you a foundation of fun and interesting facts to impress your friends and family at home with bar quality drinks.
*Open to 15 buy side attendees, you will receive your bespoke set of cocktail ingredients ahead of time*