Fixed Income Future Leaders USA 2017

May 16-May 18, 2017

Westin Copley Place - Boston

44 (0)207 368 9330

Chris White

CEO
ViableMKTS


Buy Side Only Initiative Evaluation Day - Tuesday May 16th 2017

09:55 AM Chairperson's Opening Remarks

10:00 AM Buy Side Leaders Panel: The buy side wish-list- What makes the dream initiative for fixed income trading?

  • The platform paradigm- How can you establish which initiative you should be supporting and why?
  • When evaluating platforms, what are the key areas you should be testing and looking out for?
  • What different platform models can help you prosper in a new electronic environment?
  • How can you establish what platform is best suited to fit into your current workflow?

10:30 AM Keynote Interview: A platform post-mortem- What are the critical factors that define the success or failure of a platform?

  • What has gone wrong for the platforms that have already failed and how can you be aware of this when evaluating new initiatives?

  • Why do some platforms fail liquidity and the critical mass?

  • More than just liquidity- What else is critical for the potential success of a new platform?

  • What are the key success factors that will outline the success of a new platform?

11:30 AM Introductions From All the Platforms: What are the key differences between the new initiatives and how can they help you overcome the liquidity drought?

Meet 1-4 of the new initiatives
  • An introduction to each platform today - What is their USP that is not offered anywhere else?
  • How can the initiatives help you source new liquidity pools in liquidity constrained markets?
  • Where are the new platforms up to in their on-boarding life cycle and how successful has the process been?
  • What different eTrading protocols are available to the buy side and what benefits do they bring?

Day 1- Wednesday May 17th 2017

10:50 AM All Star Panel: The do’s and don’ts of electronic trading- Where does eTrading work across the fixed income spectrum and when should you use it?

  • Voice vs. Electronic- Other than corporates, what other areas of fixed income are seeing electronic trading growth and how can you best utilize this?
  • Striking the balance- To what extent can automation replace the human touch?
  • Bilateral vs. automated execution- How can you establish which method of execution is best suited for certain market conditions?
  • Addressing the conflict between voice and electronic trading- How can you set up your internal teams to maximize the benefits of both forms of trading?
  • Will the methodology of eTrading eventually work across all fixed income asset classes or is it only best suited to certain products under certain conditions?

15:50 PM 360° Perspective: The concept of ‘All to All’ (A2A) trading- Why have A2A models failed in the past and what indications are there that they will succeed now?

  • The move to A2A- Is there currently enough data and pricing in the market for the A2A protocol to be successful?
  • A2A and the concept of anonymity- is this good or bad for fixed income markets?
  • How can you improve price discovery and pre-trade transparency on A2A models?
  • Defragmentation- How can the high number of A2A models be consolidated to reduce fragmentation in the market?
  • Debate- Will A2A overtake RFQ and become the dominant form of trading in fixed income?

Day 2- Thursday 18th May 2017

13:00 PM 360 Perspective: What are the business requirements for the buy side to transition from a price taker to a price maker?

  • Buy side as price makers- What tools do the buy side need to advance their price making capabilities?
  • What has changed in the buy sides workflow and how are they defining liquidity and making prices?
  • The do’s and don’ts- What is the functional underpinning of pricing and how can you create a methodology for accurate pricing?
  • Discovery methodology- How can you find out who has bonds, how to get them and the potential impact on pricing if they start to trade?
  • Pricing illiquid funds- With limited data points is it possible to create reliable and accurate prices yourself?