Fixed Income Future Leaders USA 2017

June 06-June 08, 2018

Westin Copley Place, Boston

44 (0)207 368 9330

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

09:00 AM - 09:50 AM Registration and Breakfast

09:50 AM - 09:55 AM Welcome Address Oliver Kirkbright, Fixed Income Leaders Summit Director, WBR

09:55 AM - 10:00 AM Chairperson's Opening Remarks

Chris White, CEO, ViableMKTS

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Chris White

CEO
ViableMKTS
  • 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?

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Chris White

CEO
ViableMKTS
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Alex Sedgwick

Vice President, Fixed Income Market Structure
T. Rowe Price

Russell Budnick

Head of Taxable Fixed Income
JP Morgan WM

Steven Divittorio

Managing Director, Head of US High Yield Trading
Barings Asset Management

10:30 AM - 10:50 AM Keynote Interview: A platform post-mortem- What are the critical factors that define the success or failure of a platform?

Chris White, CEO, ViableMKTS Jim Greco, Independent Expert, Former CEO and Founder, Direct Match
  • 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?


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Chris White

CEO
ViableMKTS

Jim Greco

Independent Expert, Former CEO and Founder
Direct Match

10:50 AM - 11:30 AM Refreshment Break

Meet The Platforms

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

Chris White, CEO, ViableMKTS
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?

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Chris White

CEO
ViableMKTS

11:30 PM - 12:10 PM Meet 1-4 of the new initiatives

12:10 PM - 12:30 PM Refreshment Break

12:30 PM - 1:10 PM Meet 5-8 of the new initiatives

1:10 PM - 2:10 PM Lunch and Networking Break

Q&A Roundtables

2:10 PM - 3:10 PM 4x Roundtables: Evaluate 1-4 of the newest platform offerings with your peers to understand who is best placed to meet your liquidity needs

Each roundtable lasts 15 minutes and the 2ndroundtable will be followed by a short refreshment break.

3:10 PM - 3:30 PM Refreshment Break

3:30 PM - 4:30 PM 4x Roundtables: Evaluate 5-8 of the newest platform offerings with your peers to understand who is best placed to meet your liquidity needs

Each roundtable lasts 15 minutes and the 2droundtable will be followed by a short refreshment break.

4:30 PM - 11:59 PM Platform Evaluation Day Drinks Reception

Available to Platform Evaluation Day attendees only