Fixed Income Future Leaders USA 2017

May 16-May 18, 2017

Westin Copley Place - Boston

44 (0)207 368 9330

Glenn Taitz

Head of Fixed Income Trading
Invesco


Day 1- Wednesday May 17th 2017

14:00 PM Oxford Style Debate: True or false- The latest clearing requirements make OTC swaps trading less attractive and push the market towards listed derivatives

True - Chris Dopp, Senior Vice President, Buy-Side Business Development, Eurex

True - Michael O'Brien, Head of Global Trading, Eaton Vance

False - Sol Steinberg, Regional Director, PRIMA

False - Glenn Taitz, Head of Fixed Income Trading, Invesco

  • As the OTC market moves further towards a clearing model, what are the issues in terms of cost and risk?
  • Is increased margin on uncleared transactions pushing buy side firms to trade exchange-traded derivatives to avoid additional costs?
  • Will the new uncleared margin requirements lead to an increase in voluntary clearing of ‘non-cleared’ products or is this not necessary?
  • Are adequate solutions available to make the clearing model more streamlined and efficient, or are the still improvements to be made?
  • With rules governing futures transactions being less restrictive than current swap rules, are we likely to see the futurization of swaps?

Day 2- Thursday 18th May 2017

08:50 AM All Star Panel: Defining best execution for the buy side- How can you build a reliable methodology to measure and achieve best execution in today’s fragmented fixed income world?

  • The evolution of best execution- How are leading buy side heads measuring best execution and what changes have they made?
  • Broader than ‘best price’- What other parameters should you measure your best execution standards against other than pricing?
  • Strategy selection- How can you fully understand what is the right approach for the right environment?
  • What front office technology is essential in today’s electronic world to help you measure and maximize your chances of achieving best execution?
  • What can the US learn from European best execution standards under the new MiFID II guidelines?