Fixed Income Leaders USA Summit 2019

June 18 - 20, 2019

Philadelphia 201, Philadelphia

44 (0)207 368 9576

Fixed Income Leaders Summit eTrading Evaluation Day

11:45 am - 12:40 pm Registration and Lunch

Trading Venues Evaluation Day

12:40 pm - 12:45 pm Chairperson’s Opening Remarks
Russell Budnick - Head of Taxable Fixed Income, JP Morgan WM
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Russell Budnick

Head of Taxable Fixed Income
JP Morgan WM

Trading Venues Evaluation Day

12:45 pm - 1:35 pm Buy Side Perspective From fragmentation to consolidation: What is the optimum mix of venues to work with to ensure a strong diversified liquidity pool?
Russell Budnick - Head of Taxable Fixed Income JP Morgan WM
- Assessing the most common trading protocols across the buy side and how this will evolve with the further rise of eTrading 
- New methods of finding liquidity: How do platforms and new entrants need to evolve to continue to offer new avenues of liquidity for the buy side?
- How are leading buy side firms establishing the optimal mix of venues and how can you successfully implement this strategy?
- What are the critical success factors you should look out for when connecting to new trading venues? 

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Russell Budnick

Head of Taxable Fixed Income
JP Morgan WM

Trading Venues Evaluation Day

1:05 pm - 1:45 pm Platforms In The Spotlight: What new trading protocol and innovation is each platform promoting to improve your access to new liquidity 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
- What are they doing to keep themselves ‘current’?

Trading Venues Evaluation Day

1:45 pm - 2:20 pm Refreshment Break

Trading Venues Evaluation Day

2:20 pm - 4:20 pm Meet The Platforms: Evaluate the newest platform initiatives with your buy side peers to understand who is best placed to meet your liquidity needs
Break into groups of 8 buy side and spend time with each platform on roundtables to engage in an open Q&A discussion with your peers
Each roundtable lasts 15 minutes 

1.Opendoor
2.Fenics
3.Rialto Trading 
4.BrokerTec

Data and Analytics Evaluation Day

12:40 pm - 12:45 pm Chairperson’s Opening Remarks
Alex Sedgwick - Industry Expert, T. Rowe Price
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Alex Sedgwick

Industry Expert
T. Rowe Price

Data and Analytics Evaluation Day

12:45 pm - 1:05 pm Buy Side Perspective Harnessing data to gain the information edge: How can you ensure you are sourcing, aggregating and using your data to enhance your overall performance?
Alex Sedgwick - Industry Expert T. Rowe Price
-How are the buy side aggregating and using their data to increase efficiency and gain a competitive edge?
-How can you embrace new data sources to give you a transparent path to best execution?  
-How can you ensure the data you are getting is relevant and manageable to help you meet your best execution obligations? 
-When incorporating new data streams into your workflow what are the key characteristics you should look out for?

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Alex Sedgwick

Industry Expert
T. Rowe Price

Data and Analytics Evaluation Day

1:05 pm - 1:45 pm Providers In The Spotlight: What new data and analytics innovation is each provider promoting to help you gain an information edge?
Listen to a 10 minute innovation pitch from each provider to fully understand:
- Innovation promoted
- Unique selling point
- Buy side adoption rates
- What are they doing to keep themselves ‘current’?

Data and Analytics Evaluation Day

1:45 pm - 2:20 pm Refreshment Break

Data and Analytics Evaluation Day

2:20 pm - 4:20 pm Meet The Providers: Evaluate the newest data and analytics offerings with your buy side peers to understand who is best placed to meet your data and pre and post trade transparency 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 15 minutes

1.ITG
2.IHS Markit 
3.CBXMarket

EMS Evaluation Day

12:40 pm - 12:45 pm Chairperson’s Opening Remarks
Dan Barnes - Writer, The DESK
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Dan Barnes

Writer
The DESK

EMS Evaluation Day

12:45 pm - 1:05 pm Buy Side Perspective Setting new standards for fixed income O/EMS: What makes an ideal system to achieve a well integrated workflow across your different products?
Dan Barnes - Writer, The DESK Dwayne Middleton - Executive Director, Head of US Fixed Income Trading, Morgan Stanley Investment Management
- Buy VS build or hybrid model: what is the best route for your desk?
- What criteria should the integration of data for fixed income O/EMS be based on and how will this change with the rise of electronic training?
- Assessing the increased usage of EMS on the buy side: what are the challenges with integrating this technology with existing systems?
- EMS VS OEMS: Are stand alone EMS’ white noise?
- Are there fully integrated and comprehensive OEMS in the market or are vendors falling short?

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Dan Barnes

Writer
The DESK

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Dwayne Middleton

Executive Director, Head of US Fixed Income Trading
Morgan Stanley Investment Management

EMS Evaluation Day

1:05 pm - 1:45 pm Providers In The Spotlight: What new EMS innovation is each provider promoting to help you gain an information edge?
isten to a 10 minute innovation pitch from each provider to fully understand:
- Innovation promoted
- Unique selling point
- Buy side adoption rates
- What are they doing to keep themselves ‘current’?

EMS Evaluation Day

1:45 pm - 2:20 pm Refreshment Break

EMS Evaluation Day

2:20 pm - 4:20 pm Meet The Providers: Evaluate the newest EMS/Automation offerings with your buy side peers to understand who is best placed to meet your data and pre and post trade transparency 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 15 minutes

1.SmartTrade 
2.Axe Trading 
3.Charles River Development, a State Street Company 

4:20 pm - 5:00 pm Interview - Assessing the top three takeaways from each evaluation day stream that you need to know to take back to your trading desk

Dan Barnes - Writer, The DESK Alex Sedgwick - Industry Expert, T. Rowe Price
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Dan Barnes

Writer
The DESK

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Alex Sedgwick

Industry Expert
T. Rowe Price

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