Fixed Income Leaders USA Summit 2018

June 06 - 08, 2018

Westin Copley Place, Boston

44 (0)207 368 9576

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 Kevin James Fay, Senior Risk Analyst,BNY Mellon
  • 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

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Kevin James Fay

Senior Risk Analyst
BNY Mellon

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

1:30 pm - 2:30 pm Platforms In The Spotlight: What new liquidity innovation is each platform promoting to improve your access to new pools?
Chris White, CEO,ViableMKTS
Listen to a 10 minute innovation pitch from each platform to fully understand:
ü  Trading protocol or innovation promoted
ü  Unique selling point
ü  Buy side adoption rates

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Chris White

CEO
ViableMKTS

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

2:30 pm - 3:15 pm Refreshment Break

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

3:15 pm - 5:00 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 Isaac Lieberman, President and CEO,Aston Capital Management
  • 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

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Glenn Taitz

Head of Fixed Income Trading
Invesco

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Isaac Lieberman

President and CEO
Aston Capital Management

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

1:30 pm - 2:30 pm Providers In The Spotlight: What new data and analytics innovation is each provider promoting to help you improve your trading capabilities?

Alex Sedgwick, Vice President, Fixed Income Market Structure,T. Rowe Price
Listen to a 10 minute innovation pitch from each provider to fully understand:
ü  Innovation promoted
ü  Unique selling point
ü  Buy side adoption rates
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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

2:30 pm - 3:15 pm Refreshment Break

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

3:15 pm - 5:00 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?

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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 - 2:30 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

2:30 pm - 3:15 pm Refreshment Break

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

3:15 pm - 5:00 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

5:00 pm - 6:00 pm Fixed Income Leaders Summit Welcome Drinks Reception