Fixed Income Leaders USA 2024
June 12 - 14, 2024
Omni Boston Hotel at the Seaport
Fixed Income Leaders Summit eTrading Evaluation Day
12:00 pm - 1:00 pm
Registration and Lunch
1:00 pm - 1:05 pm
Welcome Address: Lauren Harrison, Editorial Director, Fixed Income Leaders Summit
1:05 pm - 1:10 pm
Chairperson’s Opening Remarks: Alex Sedgwick, Independent Expert
1:10 pm - 1:50 pm
Buy Side Perspective - From fragmentation to innovation: What makes the ideal tech set up to achieve a well integrated workflow and increased access to liquidity across different products?
Alex Sedgwick -
Industry Expert,
.
Russell Budnick -
Head of Taxable Fixed Income,
JP Morgan WM
Alex Budny -
Global Head of Trade Analytics,
SSGA
Des Gallacher -
Head of Investment Technology,
Eaton Vance
1:50 pm - 2:10 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 -
Editor,
The DESK
Dwayne Middleton -
Global Head of 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?
2:10 pm - 2:30 pm
Chairpersons Remarks and Opening Statements - Assessing the top three objectives you should take to each evaluation day stream to get the most out of this day
2:30 pm - 3:10 pm
Afternoon Refreshment Break
EVALUATE THE LATEST eTRADING INNOVATIONS
Open to a maximum of 50 buy side
Chaired by: Alex Sedgwick, independent expert
Data and Analytics Evaluation Day
3:10 pm - 3:10 pm Chairperson’s Opening Remarks Alex Sedgwick - Industry Expert, .Data and Analytics Evaluation Day
3:10 pm - 3:50 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 5 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
3:50 pm - 5:05 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 needsBreak 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.Virtu Financial
2.IHS Markit
3.CBXMarket
4.Solve Advisors Inc.
5.RiskFirst
6.Algomi
7.bondIT
Open to a maximum of 50 buy side
Chaired by: Russell Budnick, US Head of Credit Trading, JP Morgan Global Wealth Management
Trading Venues Evaluation Day
3:10 pm - 3:10 pm Chairperson’s Opening Remarks Russell Budnick - Head of Taxable Fixed Income, JP Morgan WMTrading Venues Evaluation Day
3:10 pm - 3:50 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
3:50 pm - 5:05 pm Meet The Platforms: Evaluate the newest platform initiatives with your buy side peers to understand who is best placed to meet your liquidity needsBreak 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 20 minutes
1.Opendoor Securities
2.Fenics US Treasuries
3.Rialto Trading
4.Jump Trading
Open to a maximum of 50 buy side
Chaired by: Dan Barnes, Editor, The DESK
EMS Evaluation Day
3:10 pm - 3:50 pm Providers In The Spotlight: What new EMS 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’?
EMS Evaluation Day
3:50 pm - 5:05 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 needsBreak 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.SmartTrade
2.AxeTrading
3.Charles River Development, a State Street Company
4.Quantitative Brokers
Opening Cocktail Drinks Reception Taking Place At James Bar and Restaurant