Fixed Income Future Leaders USA 2017

May 16-May 18, 2017

Westin Copley Place - Boston

44 (0)207 368 9330

Sol Steinberg

Founding Principal
The OTC Partners


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?

17:20 PM Fixed Income Shark Tank: Disruptive technologies- What are the next big breakthroughs you should expect from the FINTECH world?

Join our fixed income sharks during this exciting ‘Shark Tank’ style session, where you will hear from four new and innovative start-up FINTECH firms as they present their offerings in a bid to win first place. Listen up as the ’sharks’ review the technologies’ benefits to your business, predict their future success and deliver their verdicts. The ultimate decision is in your hands though, as the audience get to vote for their favourite.

Will you find the next big thing?

Suggested Technologies:
  • Machine learning
  • Connectivity
  • Best Ex analytics
  • RegTech
  • Information flow
  • Sentiment Analysis

Day 2- Thursday 18th May 2017

13:00 PM 360 Perspective: Opening the door to OTC ‘All to All’- What are the structural impediments restricting the evolution of the OTC markets and what can be a catalyst for change?

  • Trade execution in swaps- Is a dominant ‘order book’ beyond the realms of possibility in OTC trading?
  • Do the buy side desire more access to IDB liquidity and if so how can this be achieved?
  • The growth of D2C volumes for swaps- How are these venues adapting to offer new models of execution to the buy side?
  • With traditional incumbents dominating, how can any market utility change behaviour to shift liquidity to a new venue?
  • The future of SEF trading- Do the buy side have the appetite to trade on an order book over RFQ in the long term?