Fixed Income Leaders USA 2024

June 12 - 14, 2024

Omni Boston Hotel at the Seaport

Innovation Day | June 12th

10:15 am - 11:10 am Registration and Bakeshop Treats

Catch up with friendly faces before the event kicks off!

11:10 am - 11:15 am Welcome Address: Irene Cerquaglia, Editorial Director, FILS

11:15 am - 11:20 am Chairperson’s Opening Remarks and Market Overview
Audrey Blater - Head of Risk and Financial Markets Regulation, Coalition Greenwich
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Audrey Blater

Head of Risk and Financial Markets Regulation
Coalition Greenwich

10:30 am - 11:15 am Head of Trading Think Tank: Team culture: How do you maintain a high-performing culture across different generations of traders?
Jen Hoffenkamp - Head of Municipal Bonds, Northern Trust Asset Management

**Hosted under Chatham House** 


Buy side only and pre-booking required!

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Jen Hoffenkamp

Head of Municipal Bonds
Northern Trust Asset Management

11:00 am - 2:00 pm Quorum15 Invitation Only Meeting

Buy side only and pre-booking required!


Join this exclusive buy-side and sell-side meeting to discuss the latest initiatives impacting fixed income trading.

Transforming Trading Performance

  • How can technology enhance efficiency, reduce operational costs, and optimize trading strategies?  
  • Leveraging automation: How can you implement algorithmic trading and AI-driven solutions to automate routine tasks, streamline processes, and minimize human error? 
  • How can you utilize advanced data analytics to gain insights into market trends, enabling more informed trading decisions and risk management?  
  • How can you embrace the implementation of blockchain technology to enhance transparency, settlement speed, and security in fixed income transactions? 
  • E-Trading Platforms: How can you onboard innovative electronic trading platforms to access a wider range of bonds, improving liquidity, and reducing transaction costs? 


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Renzo Iturrino

Global Head of Fixed Income Trading
Fidelity

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Steven DiVittorio

Managing Director, Global Head of Public Fixed Income Trading
Barings

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Irina Issakova

Managing Director, Trading
TD Asset Management

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Neal Rayner

VP, Head of Fixed Income Trading
Janus Henderson

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Audrey Blater

Head of Risk and Financial Markets Regulation
Coalition Greenwich

Unleashing the Power of Electronification

12:00 pm - 12:20 pm Spotlight on Credit Innovation: How are evolving market structure dynamics unlocking new credit liquidity and how can traders best enhance execution strategies to reap the benefits of electronification?

  • How are market structure dynamics evolving and prompting innovations in credit liquidity mechanisms?  
  • What are the latest changes in electronification and regulations that are reshaping the landscape of credit trading?  
  • How are liquidity providers adapting to new challenges by leveraging technology and data analytics?  
  • How can you enhance collaboration among market participants and technology providers to strengthen credit market liquidity and resilience? 


12:20 pm - 12:40 pm TEDx Style Head of Trading Keynote: Navigating the e-Trading revolution: Trends shaping increased electronification of the bond market and what are the implications on the future of fixed income

Miguel Cota - VP, Head of Fixed Income Trading, Avantis Investors by American Century Investments

In the ever-evolving world of fixed income trading, the electronification of the bond market is not merely an option; it's a necessity for survival. Join us as we delve into the journey of a seasoned industry expert who has witnessed this transformation firsthand and discover practical steps buy side firms can take to further embrace change and be successful in an electronically driven world.


  • How have traditional methods of bond trading evolved over the years and what are the catalysts for the adoption of electronic trading platforms?  
  • How is the role of technological advancements enabling faster and more efficient trading?  
  • Data and Analytics Revolution: How has the transformative power of data and analytics in bond trading improved market transparency and informed decision-making?  
  • Liquidity and Market Structure: How has electronification affected market liquidity and structure and what are the pros and cons of electronification in terms of access to liquidity and market fragmentation?  
  • Predictions for the Future: What are the ongoing trends and future possibilities in electronification, such as blockchain and AI and what are the regulatory implications?  

Miguel Cota

VP, Head of Fixed Income Trading
Avantis Investors by American Century Investments

Leveraging Generative AI

12:40 pm - 1:00 pm AI Interview: From Executive to Generative AI: How will the next generation of analytics modernize trading and investment workflow to lower costs and transform the investment process?

Stefano Pasquali - Head of Investment AI Research, BlackRock
  • How can AI empower your desk and investment teams with advanced decision-making capabilities?  
  • What are the modern analytics techniques behind the buzz of Gen AI and what are the governance implications?  
  • What are the tangible applications in trading and investment workflows from a cost, speed and efficiency standpoint?  
  • What ethical considerations and measures should be taken to ensure data security and upholding of ethical standards?  
  • The human element: How do we balance the role of human expertise with the power of generative AI in the investment process? 


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Stefano Pasquali

Head of Investment AI Research
BlackRock

1:00 pm - 2:00 pm Italian Feast Lunch Break

Forge connections with your peers and evaluate our carefully chosen providers, all while savoring the delectable delights of an Italian feast that will tantalize your taste buds and enrich your networking experience. 

1:25 pm - 2:25 pm Exclusive Invite Only Lunch Workshop: Optimizing execution quality: How can you enhance risk transfer and algorithmic trading strategies by leveraging execution tools available?

Open to a maximum of 40 buy side.

Open to a maximum of 50 buy side delegates 

Pick your Track and Meet the Providers

Track A: Liquidity and e-Trading Initiatives Track

2:00 pm - 4:30 pm Evaluate the most innovative liquidity and e-trading initiatives with your buy side peers to understand who is best placed to meet your needs

Break into groups of 8 buy side and spend time with each provider on roundtables to engage in an open Q&A discussion with your peers

 

Each roundtable lasts 20 minutes:

 

1.     S&P Global

2.     ICE

3.     Cboe

4.     Eurex

5.     FMX












Track B: Data Analytics & Automation Track

2:00 pm - 4:30 pm Evaluate the newest data analytics initiatives with your buy side peers to understand who is best placed to help you meet your best execution mandates

Break into groups of 8 buy side and spend time with each provider on roundtables to engage in an open Q&A discussion with your peers

 

Each roundtable lasts 20 minutes:

 

1.     Virtu Financial

2.     Cassini

3.     3Forge

4.     SOLVE

5.    LSEG











Track C: Workflow Technology Track

2:00 pm - 4:30 pm Evaluate the latest workflow technology initiatives with your buy side peers to understand who is best placed to help you increase trade life-cycle efficiencies

Break into groups of 8 buy side and spend time with each provider on roundtables to engage in an open Q&A discussion with your peers

 

Each roundtable lasts 20 minutes:

 

  1. FlexTrade
  2. TransFICC
  3. Adaptive
  4. Interop.io 
  5. MultiLynq 












4:30 pm - 4:30 pm Networking Drinks Reception - Available to Innovation Day Attendees Only

We’re taking over the Omni Hotel for a themed cocktail reception. Join us for a drink in the heart of the bustling Seaport District and enjoy the rest of the evening strolling the charming and ever-evolving city of Boston.