Fixed Income Leaders USA 2024
June 12 - 14, 2024
Omni Boston Hotel at the Seaport
Day 1 - 23rd June 2022
7:00 am - 8:10 am
Conference Registration & Southern Charm Breakfast
Kick-off your time at FILS USA the right way. Tuck into our delicious Southern Charm breakfast buffet and enjoy a variety of breakfast muffins, pastries and fresh fruit accompanied by a cup of gourmet coffee from our experienced barista.
8:10 am - 8:15 am
Welcome Address: Irene Cerquaglia, Editorial Director, Fixed Income Leaders Summit
8:15 am - 8:20 am
Chairperson’s Opening Remarks
Kevin McPartland -
Head of Market Structure Research,
Coalition Greenwich
CEO IN THE SPOTLIGHT
8:20 am - 8:40 am
Buy Side Keynote Interview: Re-imagining the future of fixed income: How to invest in the right people, processes and technology to set your business up for success in today’s competitive market landscape
Seth Bernstein -
President & CEO,
Alliance Bernstein
Dan Barnes -
Editor,
The Desk
· Reflecting on the performance and resilience of the global fixed income market - how can you navigate the impact of interest rates and changing market structure?
· What does the future of fixed income look like as an asset class and how are we re-thinking the way we operate to stay ahead of the curve?
· How has AB invested in technology to gain a competitive edge and what are the opportunities moving forward?
· How do you effectively attract and retain diverse talent in a post-pandemic highly competitive world?
THRIVING IN THE NEW FIXED INCOME LANDSCAPE
8:40 am - 9:00 am
Fireside Chat: Behavioral shifts in fixed income trading: What does the future of the trading desk look like in a world of evolving market infrastructure needs, new execution technologies & tools and an expanding data universe?
Rick Mcvey -
CEO,
MarketAxess
Jim Switzer -
Global Head of Fixed Income Trading,
Alliance Bernstein
· How will new applications of AI in the pre-trade and trade execution workflow help to improve the efficiency and quality of trading outcomes?
· Automation and the rise of zero-touch execution: how far can or will automation go?
· What are the major factors dictating electronic trading protocol adoption, and how is this shifting behavior across the industry?
· Practical applications of ESG principles: how does the industry support a more diverse and open fixed income trading ecosystem?
9:00 am - 9:40 am
All Star Panel: Thriving in tomorrow’s fixed income marketplace: How are systematic trading, skillsets and technologies evolving and how can you remain competitive to deliver greater returns for your investors?
Dwayne Middleton -
Global Head Of Fixed Income Trading,
T. Rowe Price
Sonali Pier -
Managing Director,
PIMCO
Will Boeckman -
Head of E-Sales,
Citadel Securities
Nick Adragna -
Managing Director, Head of IG Credit Trading,
J.P. Morgan
Myles McGuinness -
Chief Executive Officer,
Financial Markets Standards Board (FMSB)
· How can you gain a competitive edge in a highly competitive market to attract and retain talent whilst meeting D&I goals for your firm?
· How can you marry data and technology on your desk to empower you to cease on new liquidity opportunities?
· How can you ensure you have the right balance of computer science and risk-taking experience on your desk to enable you to thrive in different market conditions?
· What level of data and Python knowledge do you need on your desk to succeed in the new marketplace and how should this be reflected in the recruitment process to attract the right talent?
· How can data scientists collaborate with traders to highlight trends and turn them into actionable strategies for the trading desk?
· How can the trader of tomorrow better understand Portfolio Managers’ needs for a more integrated investment process and move beyond execution to advice on portfolio construction?
9:40 am - 10:00 am
Sell Side Keynote Interview: How is the sell side innovating to support the buy side in meeting their best execution needs?
Sonali Das Theisen -
Global Head of FICC E-Trading/Market Structure and Markets Strategic Investments,
Bank of America
Vinod Jain -
Senior Analyst,
Aite-Novarica
· What is the role of the sell side in the new market and liquidity landscape and how is the sell side reacting to these changes with algos and better pricing?
· How can buy side shops strengthen their relationship with the sell side, better communicate their priorities and drive innovation together?
· Making sense of the world of dealers: How are new entrants disrupting the market and how can you best understand where balance sheets still exist in this new era?
· How can liquidity providers better support the buy side through in-depth specialized knowledge on each fixed income product?
· How can sell side firms take the next step as dealer selection to create a one-stop solution and how can further they leverage AI, ML, and automation?
· How can the sell side leverage volatility metrics and historical performance data to help the buy side make smarter decisions in terms of dealer selection, protocols, and best execution?
Sonali Das Theisen
Global Head of FICC E-Trading/Market Structure and Markets Strategic InvestmentsBank of America
10:00 am - 10:40 am
The View on Liquidity: How can you overcome fragmentation issues and increase your access to liquidity across fixed income products to improve your execution quality in volatile markets?
Bill Wright -
Director of Credit, Bank Loans & Derivatives Trading,
Loomis, Sayles & Co.
Lindsey Spink -
Co-Head Global Fixed Income Trading,
American Century Investments
Iseult Conlin -
Managing Director, U.S. Cash Credit,
Tradeweb
Jim Toffey -
Chief Executive Officer and Co-Founder,
LTX, A Broadridge Company
Steve Laipply -
Head of U.S. iShares Fixed Income ETFs,
BlackRock
Kat Sweeney -
Head of Index and ETF Solutions,
MarketAxess
Kevin McPartland -
Head of Market Structure Research,
Coalition Greenwich
· The future of liquidity: What liquidity constraints will force to retain an RFQ element and which products will be further infused by automation?
· How will the volume-risk appetite environment evolve and where should you retain human interactions and bilateral negotiations?
· How much of liquidity have been potentially affected by the uptake of structured type of products (e.g., ETFs) and what does it mean for the trading desk?
· How has a shift in market structure and liquidity provision seen asset managers take on a greater role as price makers?
· How is portfolio trading usage and new market entrants unlocking new opportunities to achieve reasonable pricing on different segments of the market?
· How can you better access central limit order books and all- to- all trading to open up new liquidity pools?
Grab a cup of freshly infused iced tea or ground coffee and indulge with a bakeshop treat. If you’re a savoury snacker or have a sweet tooth, from shortbread and macaroons to pumpkin seed butter – we’ve got you covered.
Don’t forget to ‘Get Social’ with our LinkedIn competition for the chance to win an Amazon Echo dot, Kindle or Apple Air pods.
Open to a maximum of 20 buy side per session
Host: Morgan Stanley
Sponsored by: Morgan Stanley
- How do market participants gather data and assess the quality of their counterparties?
- Where is the buy-side allocating resources to improve their fixed income trading workflow?
- Are the days of RFQ numbered?
Join Barclays as we delve into key trends and challenges facing the buy-side today across the entire transaction lifecycle, and brainstorm on ways the industry can consider implementing solutions.
Open to a maximum of 20 buy side per session
Sponsored by: Barclays
KEYNOTE FROM HOWARD W. LUTNICK
11:10 am - 11:30 am
Keynote Guest Speaker: Our resilience success story: How we thrived through 9/11, the 2008 credit crash and COVID-19 as a leader in financial markets
Howard W. Lutnick -
Chairman and CEO,
Cantor Fitzgerald & BGC Partners
Mr. Lutnick guided the rebuilding of Cantor Fitzgerald following the devastating September 11, 2001, World Trade Center attacks that claimed the lives of 658 of the firm’s 960 New York-based employees. Since then, Cantor has provided over $180 million to help the families of the firm’s employees who were lost on that day. Cantor and its affiliates now have more than 4,000 employees in New York and over 10,000 globally. Since 9/11, Mr. Lutnick has been recognized as a symbol of resilience and his story has been widely covered by top financial publications.
EMBRACING TRADING INNOVATIONS
11:30 am - 12:10 pm
Technology Panel Discussion: How can you leverage innovations in EMS, desktop interoperability and data aggregation to integrate your trading and investment process and share intelligence that boosts performance?
Jim Switzer -
Global Head of Fixed Income Trading,
Alliance Bernstein
Dan Schleifer -
CEO/Finsemble,
Cosaic
Russell Feldman -
Chief Executive Officer,
IMTC
Elona Tepshi -
Global Head of Execution Management Services,
Bloomberg
Audrey Blater -
Head of Risk and Financial Markets Regulation,
Coalition Greenwich
· What are the tools already available to traders to contribute with market intelligence to the investment process?
· How can you integrate an EMS on your fixed income desk and leverage the latest innovations for aggregating market data in real-time to improve price discovery?
· What are the pros and cons of increased consolidation of EMS providers, and to what extent does it offer the buy side a greater control on workflows compared to a fragmented market?
· How is interoperability and augmented data driving trade automation and allow seamless connection to different platforms into one user interface?
· How can data aggregation tools reduce click for trades to inform the investment process and increase efficiency?
· What quantitative and qualitative measures can show the value of the trading desk and capture true alpha generation?
· How can technology enhance the trader’s ability to unlock liquidity and take a front and center role in communicating market swings and opportunities to PMs?
12:10 pm - 12:30 pm
Industry Keynote: What are the key trends that are shaping the next generation of electronic trading?
Billy Hult -
President and CEO-elect,
Tradeweb Markets Inc.
Kevin McPartland -
Head of Market Structure Research,
Coalition Greenwich
Network with your industry peers and make valuable new contacts during our lunch networking break in the buzzy Nashborough Food Hall.
Plus, we’ve done all the legwork in bringing you relevant hand-picked solution providers under one roof, so you can conveniently meet and evaluate each of them to decide who is best placed to meet your top priorities and overcome current challenges.
- Unique Aspects of the Crypto Ecosystem: Given the relatively decentralized and fragmented nature of the crypto ecosystem, what are some of the core structural factors that institutions contemplating involvement should have in mind?
- Digital Assets ETPs: What role do digital assets ETPs play in providing an access point for institutional allocations?
- Asset Security and Risk Management: How can institutions learn about and mitigate risks through engaging with existing service providers, including liquidity providers, custodians, and prime brokers?
Open to a maximum of 20 buy side per session
Host: Jane Street
Sponsored by: Jane Street
Ian McGuinn
Crypto Business DevelopmentJane Street
Fixed income markets are evolving with smarter electronic trading protocols, more sophisticated automated investment strategies and a greater availability of useful data. This session will dive into how the following topics are driving for greater transparency and liquidity in the credit market.
· Increased popularity of index investing and ETFs
· Smarter, faster, better - Intelligent data driving liquidity and price discovery
· Advanced technology for ETF and index trading
Open to a maximum of 20 buy side per session
Sponsored by: Market Axess
1:30 pm - 2:10 pm
All Star Panel: Navigating a multi-protocol world: How can you better adopt new protocols to move beyond RFQ and leverage pre- and post-trade data to achieve best execution?
Neal Rayner -
Head of US Fixed Income Trading,
Janus Henderson
Tommaso Di Grazia -
Head of Fixed Income Product Development,
ION
Rich Schiffman -
Open Trading,
MarketAxess
Jason Quinn -
Chief Product Officer,
Trumid
Howard Hoskin -
Global Head of Fenics Invitations,
Fenics
Vinod Jain -
Senior Analyst,
Aite-Novarica
· What are the trading protocols with the highest success rates and which ones of these new types of liquidity are still based on RFQ and pre-trade bilateral negotiation?
· How can increased protocol adoption, algo integration into platforms and workflow improve efficiency and unlock liquidity opportunities?
· What is required to increase protocols uptake and their effectiveness in order to justify the need for additional resources?
· How is all-to-all trading evolving to minimize bid-spread and how is technology playing a role to make transactions more efficient?
· How can you integrate protocols in the trading desk’s culture and show PMs good execution on trades?
· What are the pros and cons of dark pools and what are the use cases that would convince the buy side to commit time and resources to it?
2:10 pm - 2:30 pm
Fireside Chat: Overcoming the buy vs. build conundrum: How can you streamline your front to back-office processes and better connect fragmented legacy systems to drive efficiencies?
Stephen Murphy -
CEO & Co-Founder,
Genesis
John Robinson -
CEO,
Neptune
· How to overcome fragmented legacy systems and optimize your front-to-middle offices in rapid succession?
· What are the benefits of combining technologies, distribution methods and investment strategies?
· How can you combine automation with the human touch to achieve scalability and free up trader’s time?
· What are the latest advancements in Low Code for digitalizing client on-boarding and lifecycle management?
2:30 pm - 3:00 pm
Innovation Panel: How can you leverage the latest innovations in blockchain & DLT to better aggregate market data and improve price discovery in real-time?
Ruben Costa-Santos -
Head of Multi-Asset Class Analytics,
Virtu Financial
Michael Koegler -
Managing Principal,
Market Alpha Advisors LLC
David Nicol -
CEO,
LedgerEdge
· How can you improve desktop interoperability and integrate new applications into your existing infrastructure whilst containing costs?
· What are the benefits of upstream connectivity to improve liquidity and data aggregation and create a better environment to optimize your order flow?
· How is O/EMS for fixed income evolving to allow seamless connection to different platforms into one user interface?
· Hype vs. Reality: How are blockchain and DLT disrupting market structure and improve the way bonds are currently traded?
· How is pre-trade data aggregation evolving and how can the industry improve access to different venues and pools of liquidity whilst overcoming market fragmentation?
· How can you leverage data aggregation tools to consolidate liquidity sources into one interface?
Open to a maximum of 20 buy side
Sponsored by: J.P.Morgan
Tracks
Track A: Credit
3:30 pm - 3:30 pm Track Chairman Audrey Blater - Head of Risk and Financial Markets Regulation, Coalition GreenwichTrack A: Credit
3:30 pm - 4:10 pm 360 Perspective: A day in the life of a Credit Trader: How is auto trading and electronic trading evolving in the credit marketplace and how will the trader’s role adapt and evolve? Karl W Lohninger - Executive Director – Corporate Credit Trader, JP Morgan Asset Management Brendan Sheehan - Head of Fixed Income ETF Trading, SIG David Nicol - CEO, LedgerEdge Stuart Taylor - MD, Head of eTrading, MUFG Securities Dan Barnes - Editor, The DeskØ How are market players leveraging automation and algo trading and what does it mean for relative value trading in the credit space?
Ø How can you best combine the human element with automation advancements?
Ø How is credit volume increasing and what is the role of electronification moving forward?
Ø Trader of the future: how can you leverage trader interactions for more illiquid, larger size trade and hedging strategies?
Ø How can the trader’s hybrid role be consolidated in fixed income through enhanced electronification and greater cost-cutting?
Ø How can you leverage pre-trade data to solve current inefficiencies in the credit trade lifecycle?
Track A: Credit
4:10 pm - 4:35 pm Case Study Automating Spread Workflows and why this often feels like a game of Whack-a-Mole Steve Toland - CEO and Co-Founder, TransFICCSpread workflows are complex and manual because:
a) Participants can change their mind on the same trade
b) Initial negotiation has different methods: Price, Spread, Yield, Discount Margin
c) Negation has a second stage: Spotting with 5 different methodologies
d) Multistage negotiation takes place over longer time periods
Track B: Rates
3:30 pm - 4:10 pm 360 Perspective: The evolution of the Treasury market structure: How is the liquidity, clearing and settlement landscape changing and what does it mean for the future of the US Treasury market? Matthew Scott - SVP/Head of Core Fixed Income and Multi-Asset Trading, AllianceBernstein Nicole Shumpert - Head of US Rates Product Management, MarketAxess Colm Murtagh - Head of U.S. Institutional Rates, Tradeweb Vinod Jain - Senior Analyst, Aite-Novarica Robert Allen - Global Head of Rates and Futures, FMXØ How is the Treasury market structure changing and what does it mean for transparency?
Ø To what extent is venue fragmentation affecting the Treasury market and impacting end investors?
Ø How will EMS technology evolve in the next 5 years and what is the future role of DLT and blockchain in Treasuries?
Ø How is the settlement landscape evolving and how you can best break-down market structure to understand the settlement nature of each product?
Ø Exploring clearing for treasuries: what segments of the market best lend themselves to clearing for additional stability and liquidity benefits?
Ø How is the inclusion of treasuries into TRACE impacting transparency and what’s the outcome for market structure?
Matthew Scott
SVP/Head of Core Fixed Income and Multi-Asset TradingAllianceBernstein
Track B: Rates
4:10 pm - 4:35 pm 360 Perspective How are the latest updates in rates e-trading and protocols impacting your trading performance and what can the repo market learn from other fixed income asset classes? Robert Zambarano - MD, Fixed Income, Loop Capital James Wallin - Senior Vice President, Fixed Income, AllianceBernstein Kate Karimson - Head of Repo & BrokerTec Quote, CME Group Michael Koegler - Managing Principal, Market Alpha Advisors LLCØ How are the latest electronic solutions improving rates trading performance and how can you take advantage of the latest advancements in automation?
Ø How is the Fed’s tapering going to shift the market from an accommodated policy to a hiking environment and how can you best prepare?
Ø How are protocols in the rates space evolving to move beyond RFQ and can portfolio trading be replicated in the same way as in the credit space?
Ø How can you keep firm-stream pricing automated, to ensure the execution of trades in volatile environments without impacting your TCA?
Ø What is the latest buy side view on dealer selection and new protocols in the rates space and how are new entrants differentiating themselves to compete with traditional players?
Ø To what extent is bilateral streaming successful and relevant to the buy side?
Track C: Municipal Bonds
3:30 pm - 3:30 pm Track Chairman Terry Flanagan - Managing Editor, Markets Media Group
Track C: Municipal Bonds
3:30 pm - 4:10 pm 360 Perspective: How are Muni market dynamics being disrupted by technology and how will these changes impact a traditionally relationship-based segment of fixed income? Daniel Blonshteyn - Head of Municipal Trading, J.P. Morgan Wealth Management David Moore - Director of Muni Research, American Century Investments Gavin Romm - Head of Fixed Income SMA Solutions, AllianceBernstein Terry Flanagan - Managing Editor, Markets Media Group Chad Wildman - Executive Director, Morgan Stanley Zachary Lenz - Head of Municipal Dealer Sales, MarketAxessØ To what extent is muni demand increasing and how is current legislation affecting the Muni market?
Ø What are the incentives of electronification for Muni issuers and how will pricing be impacted?
Ø How are wealth managers investing in technology to better manage individual accounts with unique guidelines and constraints?
Ø How can asset managers develop and adopt technology tools to help them make better execution decisions?
Ø How can Muni’s add value to portfolios and how can this segment of fixed income become more time efficient to unlock new liquidity opportunities?
Ø How can Muni traders shift their mindsets to best embrace electronification and create a new set of skills beyond traditional relationship-based interactions?
Track C: Municipal Bonds
4:10 pm - 4:35 pm Fireside Chat How are venues driving the automation of municipal bonds to overcome fragmentation challenges and increase liquidity? Tim Morbelli - SVP, Head of Municipal Trading, AllianceBernstein Jim Switzer - Global Head of Fixed Income Trading, Alliance BernsteinØ Which elements of Munis are already being automated?
Ø Achieving best execution: How do market rules apply to Munis, and how will they increase the ability to trade this product through electronic trading?
Ø How do you deal with a lack of quality data, fragmentation and with an infrequently traded product from a modelling perspective?
Ø How can you aggregate, leverage and disseminate data to better engage with the market?
Ø How can you replicate the electronification efforts in Credit to the Muni space and move beyond bilateral direct connectivity?
Ø How can you combine technology advancements with team reputation and knowledge to tap into new opportunities?
Tim Morbelli
SVP, Head of Municipal TradingAllianceBernstein
Track D: Portfolio Strategy & Investment
3:30 pm - 3:30 pm Track Chairman Marie Vrakking - Independent Expert, Independent
Track D: Portfolio Strategy & Investment
3:30 pm - 4:10 pm 360 Perspective Asset allocation shifts in 2022: How can you ensure your portfolio is sufficiently diversified to address inflation challenges, the ever-changing landscape and capture growth opportunities? Robert Daly - Director of Fixed Income, Glenmede Tom Leone - Chief Investment Officer, Partner Reinsurance Company Marie Vrakking - Independent Expert, IndependentØ How can you overcome high rates and wider spreads challenges to better manage risks in your portfolio?
Ø How can you holistically think about balance sheets to spot new global opportunities?
Ø How is spread lending impacting the insurance world and what does it mean for asset liability management and the broader fixed income landscape?
Ø How can you optimize pre- and post-trade portfolio visibility?
Ø What will be the nature of inflation moving forward and how will it impact multi-sector tactical asset allocation, duration, interest rates and portfolio positioning?
Ø How do you keep generating alpha when the 60-40 ratio is being challenged?
Track D: Portfolio Strategy & Investment
4:35 pm - 5:05 pm 360 Perspective What ESG investment factors are relevant to bond holders and how can you develop success metrics and trading standards to drive portfolio performance and execution quality? Ritirupa Samanta - Portfolio Manager, Systematic Multi Sector Fixed Income and Lead Strategist, GMO Jarrad Linzie - Managing Director & Global Head of Fixed Income Index Research, MSCI Marie Vrakking - Independent Expert, Independent Romina Reversi - Head of Sustainable Investment Banking, Crédit AgricoleØ How has broker and counterparty selection evolved in the wake of ESG assessment and what are the best evaluation tools on offer?
Ø How can we collaborate as an industry and with rating agencies to overcome data challenges?
Ø How can you engage with smaller minority firms and approve them for trading?
Ø How can you build a holistic ESG perspective in emerging markets from different asset classes?
Ø Emissions and commitment to net zero: How can you differentiate developed countries vs. EM countries and what are the long-term implications?
How can you attract capital to support this transition and how do you implement the financing in practice?
Ritirupa Samanta
Portfolio Manager, Systematic Multi Sector Fixed Income and Lead StrategistGMO
Workshop - Invitation Only
3:30 pm - 4:30 pm Exclusive Invite Only Workshop: Evolution of liquidity in the loan market and loan ETFs Gordon McKemie - Managing Director, Blackstone Credit & Insurance Bill Ahmuty - Managing Director, Head of SPDR Fixed Income, State Street Global AdvisorsJoin Gordon McKemie, Portfolio manager from Blackstone Credit on the SPDR Blackstone Senior Loan ETF (SRLN) and Bill Ahmuty, from State Street Global Advisors. During this workshop, Gordan and Bill will discuss the evolution of liquidity in the loan market and how important liquidity is today in the current volatile market environment.
Open to a maximum of 20 buy side per session
Sponsored by: State Street Global Advisors
Workshop - Invitation Only
3:30 pm - 4:15 pm Exclusive Invite Only Buy Side Head Trader: Think Tank: How can the buy side collaborate on mutually beneficial initiatives moving forward? Brian Mandirola - Head of Trading, Hartford Investment Management Co. Steven Chylinski - CFA, Head of Fixed Income Trading, Eagle Asset Management
4:35 pm - 4:40 pm
5-Minute Transition
Tracks
Track A: Trading Protocols
4:40 pm - 5:20 pm 360 Perspective: Which trading protocols and aggregation tools will maximize your connectivity across the e-trading ecosystem and help you overcome data fragmentation issues? Mike Nappi - Executive Director, Portfolio Management and Trading, Parametric Spencer Lee - Founding Partner & Head of Trading, Agilon Capital AJ Cass - Managing Principal, LTX, A Broadridge Company Byron Cooper-Fogarty - COO, Neptune Networks Ltd Vidya Guruju - Senior Product Manager, Charles River Development, a State Street Company Marcel Chambers - Head of Global Business Development, Chartis ResearchØ Assessing the impact of protocols diversification: Which initiatives can help you transform your pre-trade transparency, automation and post-trade requirements, and to what extent can alternative algos become larger liquidity sources?
Ø How can you best deploy new technology and leverage data and analytics solutions across marketplaces internally?
Ø What is needed to improve the effectiveness of new protocols and increase adoption, algos and workflow integration?
Ø How is the constant influx of ‘relevant’ data and new trading opportunities re-defining the lines of traditional best execution standards?
Track B: Portfolio Trading
4:40 pm - 5:20 pm *CHATHAM HOUSE RULES* 360 Perspective: How can you strategically incorporate portfolio trading in your execution toolkit and better leverage data to enable the evaluation of baskets? Chris Dennis - Head of North American Credit Trading, BlackRock Robert Simnick - Portfolio Trading Specialist, Invesco Matheus Haserick-Lara - Head of Fixed Income Trading, Americas, Flow Traders US Jared Epstein - Head of ETF, Algo & Portfolio Trading, Jefferies Paul Kaplan - Global Head of Credit, Equities, TRS, & Price Transparency, Bloomberg L.P. Murat Kemahlioglu - NAM Head of GSP Portfolio Trading, Citigroup Global Market Michael Koegler - Managing Principal, Market Alpha Advisors LLCØ How can you strike the perfect balance between portfolio trading and voice trading?
Ø How can data analytics help you understand the real potential of portfolio trading and its risk profile?
Ø To what extent is reference price and best execution understood in portfolio trading?
Ø How can you interpret data to determine which dealer is best positioned to act on a particular portfolio trade and better manage risk?
Ø How are platforms adapting to support the evolution of portfolio trading?
Ø How can you absorb information electronically and upload it into your system to marry it real time with your wish list for a quick turnover?
Track C: ETFs
4:40 pm - 5:20 pm 360 Perspective How are technology and market makers standardizing bond ETF investing to provide a more effective way to diversify your portfolio and access new liquidity pools? Mike Daley - Vice President, Fixed Income Credit Trader, T.Rowe Price Brandon Matsui - Senior Portfolio Manager, DWS Adam Gould - Global Head of Equities, Tradeweb Bradley Sullivan - Senior Portfolio Manager, State Street Global Advisors Meredith Shaw - Fixed Income ETF Product Manager, Morgan Stanley Kevin McPartland - Head of Market Structure Research, Coalition GreenwichØ How are technology advancements disrupting the highly operational nature of ETFs?
Ø How can active ETFs team s be more involved in the process and act as the conduit to implement successful strategies?
Ø What is the perfect vehicle to achieve transparency, tax efficiency and consume custodian data?
Ø How can data better support ETFs ability to have good alpha generation in the context of a tax efficient system?
Ø How do you appropriately price an ETF and what is the real time and asset value of a product in relation to the pricing?
Ø How are ETFs market makers essential to achieve price efficiency and generate yield?
Track D: Emerging Markets
4:40 pm - 5:20 pm 360 Perspective Identifying the winners and losers in EM investing- Where will you find the most profitable havens in 2022? Christopher Magnus - AVP, Emerging Market Bond Trader, MetLife Investment Management Olga Yangol - Head of EM Research and Strategy, Americas, Credit Agricole Nancy Vailakis - Member of the ESG Task Force, WOMEN IN FUNDS and Principal, Ancram IRBD LLCØ Exploring EM in 2022: Where will the growth come from?
Ø What were the main drivers of returns in EM in 2021 and how will this impact the year ahead?
Ø How quickly will emerging markets rebound compared to G10 countries?
Ø How will China’s economy and political playbook impact EM growth?
Ø How is the Sovereign fiscal consolidation impacting EM currencies compared to the US dollar?
Invitation Only Workshop hosted by TransFICC
4:40 pm - 5:20 pm Exclusive Invite Only Workshop The evolution of credit trading: How to take advantage of advances in algorithmic trading and automation to embrace the future of market structureOpen to a maximum of 20 buy side per session
Sponsored by: TransFICC
Conference Close
5:30 pm - 6:30 pm
Nashville Music Festival
Now is the time to unwind after a packed day with your senior fixed income industry peers and friends over a festival-inspired food and cocktails. Relax in front of live country music entertainment while catching up with both new and old contacts