Fixed Income Leaders USA 2024
June 12 - 14, 2024
Omni Boston Hotel at the Seaport
Buy Side Only Innovation Day - 22nd June 2022
Open To A Maximum Of 150 Buy Side Attendees
All timings are in CST
10:30 am - 11:30 am
Registration and Brunch
Catch up with friendly faces before the event kicks off and enjoy a freshly made omelette and Mimosas while soaking up the vibrant atmosphere Nashville has to offer.
11:30 am - 11:35 am
Welcome Address: Irene Cerquaglia, Editorial Director, Fixed Income Leaders Summit
11:35 am - 11:40 am
Chairperson’s Opening Remarks
Michael Koegler -
Managing Principal,
Market Alpha Advisors LLC
ADOPTING NEXT GENERATION TECH
11:40 am - 12:00 pm
Market Overview Fireside Chat: What are the latest liquidity, data and tech trends shaping the modern fixed income market and how can you best adapt your desk to stay ahead of the curve?
Jeffrey Wecker -
Chief Technology Officer,
Two Sigma
Audrey Blater -
Head of Risk and Financial Markets Regulation,
Coalition Greenwich
- How cloud computing is growing to increase profitability and reduce costs
- How EMS can help investors overcome structural limitations of the fixed income market and make better trading decisions
- Why RFQ still exists: How the buy-side needs to overcome data issues around trading protocols and what protocols came out of 2021 as winners
- How to interact with different pools of liquidity and data sources and API feeds
12:00 pm - 12:40 pm
Buy Side Wish-List Panel: What are the latest requirements of the buy side fixed income dealing desk to enhance access to liquidity, enable accurate trade analytics, and streamline end-to-end execution workflow?
Dwayne Middleton -
Global Head Of Fixed Income Trading,
T. Rowe Price
Russell Budnick -
Global Head of Cross Asset Trading,
J.P. Morgan Global Wealth Management
Keri Tusa -
Global Head of Trading Technology,
Lazard Asset Management
Susan Joyce -
Head of Fixed Income Market Structure,
AllianceBernstein
Dan Barnes -
Editor,
The Desk
- How can you achieve the perfect mix of trading process design, execution functionality, liquidity sources and integration that are tailored to meet your individual needs?
- How can you always meet your desire for the maximum possible price transparency and liquidity through scalable trading technology that enables you to execute across multiple asset classes?
- How can you access deeper pools of liquidity in a more streamlined manner to ensure you meet your best execution requirements?
- What manual processes are causing bottlenecks in your trading cycle and how can you remove inefficiencies through ML and AI?
THE LATEST TRENDS IN FINTECH, AI & ML
12:40 pm - 1:00 pm
Fintech Keynote: Industrialization of risk transfer: A discussion of key trends that are helping to redefine how credit and rates trade.
Chris Bruner -
Head of U.S. Institutional Fixed Income,
Tradeweb
1:00 pm - 1:20 pm
AI & ML Keynote [CHATHAM HOUSE RULE]: How to embrace machine learning tools and operational workflow to boost internal collaboration and best support trading workflow
Stefano Pasquali -
Head of Investment AI Research,
BlackRock
- How can machine learning tools help you find liquidity and narrow spreads in fixed income markets?
- How can trade communication enhance liquidity and efficient trading workflow?
- How can data and analytics help to cut through the noise and support your decision-making process?
BUY SIDE ONLY ROUNDTABLES
What are your criteria when evaluating data, liquidity and trading desk tech providers – come prepared to share your wish list and how you’re currently evaluating innovations in the Fixed Income landscape
Taking place under Chatham House Rule, join an interactive round table with your FX buy side peers to collaboratively and openly brainstorm solutions to your most pressing challenges.
Network with your peers over hot drinks and light bites and evaluate hand-picked providers.
Open to a maximum of 40 buy side per session
Enjoy a Tennessee inspired luncheon featuring the amazing Nashville-based musician JD Simo for a memorable hour of music and conversations with peers.
Sponsored by: RBC Capital Markets
A) Liquidity Initiatives Track - Open to a maximum of 60 buy side delegates
3:00 pm - 4:40 pm Meet The Providers: Evaluate the most innovative liquidity initiatives with your buy side peers to understand who is best placed to meet your 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
Sponsored by: CME Group
Sponsored by: Cboe Europe
Sponsored by: Bonds.com
Sponsored by: TS Imagine
Sponsored by: FMX
B) Data and Analytics Track - Open to a maximum of 60 buy side delegates
3:20 pm - 4:40 pm Meet The Providers: Evaluate the newest data and analytics initiatives with your buy side peers to understand who is best placed to help you meet your best execution mandatesBreak 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
Sponsored by: Bloomberg
Sponsored by: Saphyre
Sponsored by: Virtu
Sponsored by: Market Axess
Sponsored by: BestX
C) Workflow Technology Track - Open to a maximum of 60 buy side delegates
3:20 pm - 4:40 pm Meet The Providers: Evaluate the latest automation initiatives with your buy side peers to understand who is best placed to help you increase trade lifecycle efficienciesBreak 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
Sponsored by: Axe Trading
Sponsored by: IPC
Sponsored by: IMTC
Sponsored by: Flextrade
Sponsored by: Bloomberg
4:40 pm - 5:40 pm
Welcome to Nashville Drinks Reception
We’re taking over the JW Marriott with our Tennessee themed cocktail reception. Unwind after a packed day with your fixed income industry peers and friends whilst enjoying the vibrant sounds of country music.