Fixed Income Leaders Summit 2018

Date: 6th November, 2018

12:00pmRegistration and Lunch    
Broadening Your Access To Liquidity- Trading Venue Evaluation DayEmbracing Transparency Post MIFID II- Data and Analytics Evaluation DayETFs 101- A Complete Guide To Fixed Income ETFs And How To Use Them
12:55Chairperson’s Opening Remarks: David Bullen, Director, Bullen Management12:55Chairperson’s Opening Remarks: John Greenan, Chief Executive Officer, Alignment Systems12:55Chairperson’s Opening Remarks: Radi Khasawneh, Fixed Income Market Structure and eTrading Expert
1:00The Buy Side View: Establishing the wish list for new liquidity initiatives- What combination of protocols are now essential to access to give you the best possible access to liquidity?
Moderator: David Bullen, Director, Bullen Management
Christoph Hock, Global Head of Trading, Union Investments
 What steps can you take to establish the best trading protocol to meet your liquidity needs?
 What are currently the most commonly used trading protocols on the buy side and how will this evolve as eTrading increases across fixed income?
 Key criteria- What characteristics of any new trading platform are essential in modern fixed income markets?
 How can the use of multiple trading protocols complement each other to give you a wider picture of liquidity?
1:00The Buy Side View: Exploiting new data and analytics capabilities- What are the best ways for you to improve access to new pre and post trade insights that can enhance your overall performance?
Moderator: John Greenan, Chief Executive Officer, Alignment Systems
Stuart Shearer, Head of Trading Technology, Wellington Management
Alex Sedgwick, Head of Fixed Income Market Structure, T. Rowe Price
Stephanie Suriyanon, Senior Fixed Income Dealer, Baillie Gifford
 What technology is currently of most importance to help you achieve best execution on a regular basis?
 In a post MiFID II world, how can you use transparency and reporting laws to your advantage and build a more complete picture of markets?
 How can you ensure the data you are getting is relevant and manageable to help you meet your bet execution obligations?
 When incorporating new data streams into your workflow, what are the key characteristics you should look out for?
 How can you ensure any new analytics technology is sufficient enough to help you meet your compliance goals while achieving best execution for your clients?
1:00The Product
The Buy Side View: Embracing fixed income ETFs-What are the best options for tapping into the instant diversification, flexibility and stability benefits they have to offer?
Moderator: Radi Khasawneh, Fixed Income Market Structure and eTrading Expert
 Understanding the product itself- Why are more institutional firms adding ETFs to their portfolio and how are they managing these?
 The business case for trading fixed income ETFs- What are the use cases to unlock new investment opportunities?
 Executing ETFs on the desk- How are internal teams structured to facilitate the efficient trading of fixed income ETFs?
 ETF pros and cons- What are the reservations when trading ETFs and how can they be overcome?
1:30Keynote: How to leverage new e-trading tools and implement different trading protocols to unlock hard to access liquidity?
 Fixed income execution in electronic markets- What execution models are available to the buy side?
 Non-traditional protocols- How are they continuing to evolve and how can the buy side take advantage of this?
 What steps are trading venues taking to continue to innovate and offer viable solutions in the never-ending search for liquidity?
 What long-term impact will MiFID II have on the use of different trading protocols for the buy side and how can they help with compliance?
1:30Keynote: Meeting your best execution goals- what data sources are available to the buy side in a post MiFID II world and how can you use these to build a more transparent picture of Fixed Income markets?
 What developments are different providers bringing to give additional pre and post trade transparency to the buy side?
 How are the buy side adopting new technologies to measure and meet their best execution goals on a regular basis?
 How are providers ensuring they are continuing to help the buy side meet their global compliance goals while continuing to offer a new solution?
 How does technology and market structure go hand in hand and how will this continue to evolve over the next 5 years?
1:30The Liquidity
ETF Keynote: Assessing the levels of trading and liquidity on European fixed income ETFs- How and why did ETFs see a post MiFID II boom and how can you capitalise on this?
 ETF trading volumes- How is this continuing to grow in a post MiFID II world and what are the drivers for this?
 The evolution of ETF liquidity- How has this grown and what are the factors leading to increased liquidity?
 The inner-workings of ETF liquidity- How do these products offer multiple layers of liquidity and what are the underlying components of this?
 ETF market evolution- Where was liquidity 3 years back, where is it now and how will this develop over the next 3 years?
2:00Refreshment Break
2:30Platforms In The Spotlight: What new liquidity innovation is each platform promoting to improve your access to new pools?
Moderator: David Bullen, Director, Bullen Management
Listen to a 10 minute innovation pitch from each platform to fully understand:
 Trading protocol or innovation promoted
 Unique selling point
 Buy side adoption rates
 What are they doing to keep themselves ‘current’?

1. JP Morgan
2. Banca IMI
3. Liquidnet
4. Fenics
2:30Providers In The Spotlight: What new data and analytics innovation is each provider promoting to help you gain an information edge?
Moderator: John Greenan, Chief Executive Officer, Alignment Systems
Listen to a 10 minute innovation pitch from each provider to fully understand:
 Innovation promoted
 Unique selling point
 Buy side adoption rates
 What are they doing to keep themselves ‘current’?

1. TradingScreen
2. IPREO
3. AXE Trading
2:30The Market
360 Perspective: Who are the major players in the fixed income ETF space and how are they interacting with the rest of the value chain to offer you a tailored service?
Moderator: Radi Khasawneh, Fixed Income Market Structure and eTrading Expert
 ETF market interaction- How do issuers, dealers and managers all interact with each other and what services should each be providing?
 Establishing the right partners- How do the issuers and market makers differentiate themselves from the competition to offer a tailored service to you?
 Electronic trading of ETFs- how are market makers and banks adapting to the electronification of ETF products and how are they bringing them market?
 The execution of fixed income ETFs- What are the right tools you need to efficiently trade ETFs with the street?
3:30Refreshment Break
4:00Meet The Platforms: Evaluate the newest platform initiatives with your buy side peers to understand who is best placed to meet your liquidity needs
Break into groups of 8 buy side and sit with each platform on roundtables to engage in an open Q&A discussion with your peers
Each roundtable lasts 15 minutes
4:00Meet The Providers: Evaluate the newest data and analytics offerings with your buy side peers to understand who is best placed to meet your data and pre and post trade transparency needs
Break into groups of 8 buy side and sit with each provider on roundtables to engage in an open Q&A discussion with your peers
Each roundtable lasts 15 minutes
4:00Meet The Issuers And Market Makers: Evaluate the value proposition from the full ETF ecosystem to understand who is best placed to help you tap into this new investment opportunity
Break into groups of 8 buy side and sit with each provider on roundtables to engage in an open Q&A discussion with your peers
Each roundtable lasts 20 minutes
 Blackrock iShares
 FlowTraders
 JP Morgan Asset Management
5:30Fixed Income Leaders Summit Welcome Drinks Reception

 

andrew.koch

Related posts

Leave a Reply

Your email address will not be published. Required fields are marked *