Event Name

June 07 - 09, 2016

Westin Copley Place, Boston MA

Sponsors & Exhibitors

Principal Sponsor

BGC Partners
Website:  http://www.bgcpartners.com/

Since its inception in 2004 BGC Partners (“BGCP”) has expanded rapidly through large scale internal technology investments, a redeployment of its traditional global voice brokerage franchise, and an ongoing series of international and regional industry acquisitions. Providing multi-channel brokerage services since the emergence of its original parent Cantor Fitzgerald in 1945, BGCP’s financial strength has been utilised most recently in its sixteenth financial market addition, the purchase of GFI in February 2015. BGCP’s technical foundation was sparked in 1998 by the in-house creation and build of the renowned eSpeed system which became the foundation of the current BGC Trader platform. In keeping with this steady expansion BGCP has bolstered its set of available execution methods to include fully electronic CLOB (via FIX or native API and GUI), named and unnamed RFQ, multiple forms of auction, hybrid interaction with our 2550 voice brokers, and pure voice arrangement. The Fall of 2015 brings the progression of BGCP’s FENICS brand as the firm’s worldwide technology operator binding BGCP’s Pricing & Analytics, Execution, Risk Mitigation and Regulatory Advisory Services as well as Market Data and SaaS. FENICS will support BGCP’s SEF, DCM, MTF (and soon OTF once MiFID II is implemented), will aid customers in complying with global rule making, and will act as the gateway through which the universe of BGCP’s participants will access the markets globally. Throughout the financial world, the acceleration of regulatory reform is transforming market practices and through linking a wide variety of market communities FENICS will become the carrier of BGCP’s firm-wide and world-wide liquidity.

Citadel Securities
Website:  https://www.citadelsecurities.com/

Citadel Securities is a leading global market maker across equities, futures, options, treasuries, FX, and swaps. Since 2002, Citadel Securities has provided deep, dependable liquidity and execution services across a spectrum of markets. Our proprietary technology, trading prowess, and commitment to enhancing markets have helped create a more liquid, efficient, and transparent trading experience for investors. Citadel Securities has continued its history of deploying quantitative expertise in transparent markets with the launch of IRS Market Making in 2014. Since inception, its expert trading team has leveraged our fast, highly automated, and resilient systems to establish itself as a major liquidity provider that already ranks among the leaders. Securities and FX activities in the U.S. are conducted by Citadel Securities LLC, member FINRA and SIPC.

Interactive Data
Website:  http://www.interactivedata.com/

Interactive Data Corporation is a trusted leader in financial information. Thousands of financial institutions and active traders, as well as hundreds of software and service providers, subscribe to our fixed income evaluations, reference data, real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Interactive Data's offerings support clients around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading and wealth management. Interactive Data has over 2,500 employees in offices worldwide.

Website:  http://www.mtsmarkets.com/

A London Stock Exchange Group company under the MTS Group business, MTS Markets International is a FINRA registered US Broker Dealer that operates two ATS platforms to deliver direct access to US and European fixed income liquidity. The MTS BondVision US dealer-to-client platform connects U.S. institutional investors with a diverse network of major European dealers for global government bonds. The MTS BondsPro platform, which facilitates trading in US Corporate bonds and emerging market debt, enables API trading and provides a fully web-based trading solution using HTML 5 technology. Together, these platforms offer a variety of execution methods to suit individual strategies and supports trading in a wide range of government debt securities, covered bonds, corporate bonds, financial bonds, SSAs and ETFs. Pre and post-trade data is provided by MTS Data, sourced directly and exclusively from the MTS interdealer market. It includes benchmark real-time data, reference data, reference prices and historical data, providing the benchmark data source on the fixed income market.

Website:  www.tradeweb.com

Tradeweb Markets is a world leader in building and operating electronic over-the-counter marketplaces. Since 1998 the company has helped transform the way that business gets done in the fixed income and derivatives markets. Tradeweb’s position as the hub of fixed income and derivatives electronic trading has been made possible through a longstanding partnership with the industry. For more information, visit our website www.tradeweb.com. For news and information about derivatives regulation see www.derivalert.org - DerivAlert.org is powered by Tradeweb and is a central resource providing essential and timely news, commentary, research, and insight on OTC derivatives reform.

Website:  www.algomi.com

Algomi connects fixed income professionals, empowering them to make better trading relationships, in the ever-changing landscape of capital, leverage and liquidity requirements.

By harnessing the relationships between Fixed Income salespeople, traders and their clients, the Algomi Honeycomb suite of scalable software greatly increases the opportunities and velocity in large and illiquid voice trades between banks and buy side investors.

For banks, Algomi creates a real time internal sales and trading network using their own data to identify the best trade opportunities and enables real-time collaborations between sales, traders and investors. This delivers more effective execution of less liquid bonds and integrates with Algomi Honeycomb.

For investor firms, Algomi Honeycomb becomes their eyes and ears on the world's trading floors. Providing the data and market insight vital to select the right dealers and the right timing of the trade to ensure maximum likelihood of execution. The investor is able to deal in size, achieve Best Execution, and remain discrete in the market while banks get to use their large distribution network. Execution is voice based between investor and bank, as
is appropriate for large sensitive trades.

Algomi was founded in 2012 by Stu Taylor (Former Global Head of Matched Principal Trading and creator of PIN-FI at UBS), Usman Khan and Robert Howes (Founders of CAPXD). Michael Schmidt (Former Head of European Credit Trading and IB Board Member at UBS) joined as Chairman in 2013. Algomi is backed by investment from Lakestar, and an exceptional panel of Strategic Advisors.

Algomi has over 90 employees with offices in London and New York

Banca IMI
Website:  www.bancaimi.com/en/bancaimi

As Intesa Sanpaolo's investment bank, Banca IMI is part of Italy's leading banking group whose network includes a major international presence.
Banca IMI's key objective is to serve its customer base of institutional investors, financial networks, corporates, and government institutions, supplying financial products and services developed with standards of excellence.
Banca IMI is active in Investment Banking, Structured Finance and Capital Markets, operating in the main national and international markets, through offices in Milan, a London branch, and a subsidiary, Banca IMI Securities Corporation, based in New York. 
Market Hub is Banca IMI's Multi Asset Class Electronic Execution Platform. Market Hub enables clients to trade Equities, Fixed Income, Listed Derivatives and FX. Market Hub offers Best Execution through its smart order routing service in both Equities and Fixed Income. In Fixed Income it accesses multiple market venues and provides clients with liquidity on its systematic internaliser RetLots Exchange, aggregating the liquidity from OTC Markets and market venues, through a fully transparent and efficient Straight-Through Processing (STP) solution.

Website:  http://www.barclays.co.uk/

Charles River Systems
Website:  http://www.crd.com/

Charles River provides an end-to-end solution to automate front- and middle-office investment management functions across asset classes. The Charles River Investment Management Solution scales easily, and supports the entire investment lifecycle on a single platform, from decision support activities through compliance, trading and post-trade settlement. The solution offers a simplified operating model that includes enterprise software, data, application management/upgrades, hosting and FIX network to improve investment professional productivity, control risk and lower technology costs. Charles River serves more than 350 firms in 43 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking and pension markets.

Chicago Mercantile Exchange Inc
Website:  http://www.cmegroup.com/

Direct Match LLC
Website:  http://directmatch.com/

Direct Match's mission is to create a fair and transparent trading venue for US Treasuries, leveling the playing-field in terms of access to liquidity and cost of execution. By allowing all participants to transact on a centralized platform, Direct Match supports greater price discovery and improvements in execution experience. Direct Match, a FINRA registered Broker-Dealer, offers the first true all-to-all anonymous central limit order book (CLOB) in the US Treasury market. As the electronic trading landscape continues to evolve, Direct Match is dedicated to providing the latest in trading technology with seamless workflow integration. Our goal is to provide existing, proven execution tools and protocols to all market participants, allowing users to own and manage their execution as they see fit. This includes the ability to work orders, to have direct market access, to build or employ execution logic/algorithms, and finally to access a transparent source of market data as means to perform Transaction Cost Analysis (TCA). Direct Match was founded by Jim Greco, former Getco trader/developer and electronic trading expert and Kristi Neller, previously head of Citi Velocity sales, creating a unique combination of sales and trading experience with a powerful knowledge of Fixed Income electronic trading.

EBS Brokertec
Website:  http://www.ebsbrokertec.com/

Egan Jones Ratings Company
Website:  https://www.egan-jones.com/

Website:  www.eurexchange.com

Eurex Exchange. The home of the euro yield curve. 
As one of the world’s leading derivatives exchanges, we offer a broad range of international benchmark products.  For example, we operate one of the most liquid fixed income markets and provide the broadest range of equity index futures worldwide. In addition, we cover derivatives on dividends and volatility. All on one single platform. About 70 percent of all listed and centrally cleared euro Interest Rate Derivatives are traded on Eurex Exchange. We have recently launched European Weekly Bund Options, CMF Futures and Euro Bono Futures. 
Innovative and reliable technology supplies about 400 participants and 7,500 traders in 35 countries with access to more than 2,000 products across nine traditional and alternative asset classes. 
Eurex is part of Deutsche Börse Group. For further information please visit www.eurexchange.com.

Website:  http://www.fidessa.com/

Exceptional trading, investment and information solutions for the world’s financial community. 85% of the world’s premier financial institutions trust Fidessa to provide them with their multi-asset trading and investment infrastructure, their market data and analysis, and their decision making and workflow technology. We offer unique access to the world’s largest and most valuable trading community of buy-side and sell-side professionals, from global institutions and investment banks to boutique brokers and niche hedge funds. $12 trillion worth of transactions flow across our global connectivity network each year. Fidessa's unrivalled set of mission-critical products and services uniquely serve both the buy-side and sell-side communities.


Website:  http://www.ipc.com/

IPC is the technology and service leader that powers the financial markets globally. We provide the Communication, Compliance and Network Solution needs of global financial institutions. We help clients anticipate and solve problems, setting the standard with industry expertise, exceptional services and comprehensive technology. As the industry leader IPC’s global financial community includes over 6000 market participants in 700 cities across 6 continents. Through service excellence, long-developed expertise and a focus on innovation and community, we provide agile and efficient ways for our customers to accelerate their ability to adapt to the ever–changing requirements for advanced data networks, compliance and collaboration with all counter-parties across the financial markets.

Website:  www.ipreo.com

Ipreo is a leading global provider of financial services technology, data and analytics. We support all participants in the capital-raising process including banks, public and private companies, institutional and individual investors, as well as research, asset management and wealth management firms. By combining state-of-the-art new issuance systems with the premier global financial and investor data, Ipreo enables our capital markets clients to execute deals more efficiently. Our applications include end-to-end book building systems, roadshow & conference management platforms, and electronic document delivery. Additionally, Ipreo's suite of investor prospecting and CRM solutions offers the most accurate and comprehensive investor contacts data and profiles in the industry. Ipreo is the only financial services provider to offer solutions across all asset classes for the Equity, Fixed Income, Municipal, and Syndicated Loan markets. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division, and has more than 1,000 employees, supporting clients in every major financial hub around the world.

Jane Street

KCG BondPoint
Website:  https://www.kcg.com/trading-venues/bondpoint

KCG is a leading independent securities firm that combines advanced technology with exceptional client service in market making, agency execution and trading venues. KCG BondPoint is our registered inter-dealer venue for fixed-income trading. We link hundreds of global financial institutions to over 200,000 live prices for corporates, municipals, agencies, treasuries, and certificates of deposit. With automated trading, lower transaction fees and deep liquidity, we help investors minimize trading costs and maximize efficiency. Our range of connectivity options allow brokers, traders and financial advisors to custom create the workflow that best addresses their needs. Workstations, market analytics, and compliance management tools round out our offering to make it easy to search, analyze, execute and monitor the execution quality of trades.

Website:  http://www.liquidnet.com/

Liquidnet is the global institutional trading network. We connect more than 740 of the world’s top asset managers to large-scale equity trading opportunities in 42 markets across the globe.  Asset managers rely on Liquidnet to enter and exit their investments more efficiently—not only improving their own performance, but directly benefiting the millions of people across the world who invest in mutual, managed, retirement, or other equity funds.

Market Axess
Website:  www.marketaxess.com

MarketAxess operates a leading electronic trading platform that enables fixed-income market participants to efficiently trade corporate bonds and other types of fixed-income instruments using MarketAxess' patented trading technology. Over 1,000 institutional investor and broker-dealer firms are active users of the MarketAxess trading platform, accessing global liquidity in U.S. high-grade corporate bonds, emerging markets and high-yield bonds, European bonds, U.S. agency bonds, credit default swaps and other fixed-income securities. MarketAxess SEF Corporation has received temporary registration from the U.S. Commodity Futures Trading Commission to operate a swap execution facility. MarketAxess also offers a number of trading-related products and services, including: market data to assist clients with trading decisions; connectivity solutions that facilitate straight-through processing; technology services to optimize trading environments; and execution services for exchange-traded fund managers and other clients. Through its Trax® division, MarketAxess also offers a range of pre- and post-trade services, including trade matching, regulatory transaction reporting and market and reference data, across a range of fixed-income products. Trax is the trading name of Xtrakter Ltd., a MarketAxess group company. MarketAxess maintains its headquarters in New York and has offices in London, Boston, Chicago, Los Angeles, Salt Lake City, São Paulo and Singapore.

Website:  www.markit.com

Markit is a leading global provider of financial information services. We provide products that enhance transparency, reduce risk and improve operational efficiency. Our customers include banks, hedge funds, asset managers, central banks, regulators, auditors, fund administrators and insurance companies. Founded in 2003, we employ over 4,000 people in 11 countries. Markit shares are listed on Nasdaq under the symbol MRKT. For more information, please see www.markit.com.

Opendoor Trading

Website:  https://www.ishares.com/us/investment-professionals/figuide-etfs-for-liquidity

iShares® is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 700 funds globally across multiple asset classes and strategies and more than $1 trillion in assets under management as of March 31, 2016, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm.1 
1 Based on $4.737 trillion in AUM as of 3/31/16.

Website:  http://www2.openlink.com/en/

OpenLink provides a front-back, integrated solution for trade capture, valuation, compliance and limits monitoring, right through to position and risk reporting, collateral management, accounting, and cash management. 

Our risk management capabilities and reporting are second to none, enabling you to stress test your business against risk factor shocks including interest rates, credit, FX, and commodities exposures.

Headquartered in New York and operating from offices around the world, OpenLink's client base of more than 600 clients worldwide includes some of the world's largest financial institutions, central banks, insurance companies and corporations.

Website:  http://www.portware.com/

Founded in 2000, Portware LLC is the financial industry's leading developer of broker-neutral trading solutions for global equities, futures, options, FX, and fixed income. With offices in New York, London, Hong Kong and Hyderabad, we work in partnership with our clients to create highly integrated solutions to streamline workflows and increase operational efficiencies on trading desks worldwide. Our flagship product, Portware Enterprise, is a fully customizable trade management and execution system for single stock, portfolio, basket, automated and algorithmic trading. This suite of highly advanced trading solutions offers a combination of execution management, order management, real-time TCA and decision support, rules-driven trade automation, and streamlined systems integration. Portware Enterprise gives buy-side traders complete control over their order flow while driving efficiencies at every point in the trade lifecycle.

State Street Global Advisors
Website:  www.ssga.com

For nearly four decades, State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with institutions and financial professionals to help them reach their goals through a rigorous, research-driven process spanning both active and index disciplines. We take pride in working closely with our clients to develop precise investment strategies, including our pioneering family of SPDR® ETFs. With trillions* in assets under management, our scale and global footprint provide unrivaled access to markets and asset classes, and allow us to deliver expert insights and investment solutions. State Street Global Advisors is the investment management arm of State Street Corporation. *Assets under management were $2.4 trillion as of March 31, 2015.

The Beast Apps
Website:  https://www.thebeastapps.com/

The Beast Apps is a seasoned fintech company and offers Application Distribution as a Service (ADaaS). Its customers include very large global financial companies to innovative entrepreneurs, both. ADaaS helps companies distribute their pre-trade, trade and post trade applications to their clients and employees, quickly, effectively and efficiently. Its BeastExcel, an innovative Excel technology, is targeted towards removing workflow integration challenges in the fixed income and derivatives area. This technology allows ECN/ATS/IDB/Exchange/Sell-Side companies to offer access to their markets from Excel. Their customers can get the market data (TOB, DOB) and trade, both, right from Excel. The BeastExcel supports entire workflow for trading protocols such as Mid, Hit/Lift, CLOB, RFQ, Last Look, etc. A custom workflow can easily be designed and supported from within Excel. For more complex products, The Beast Apps offers a unique collaboration technology where multiple parties can negotiate simultaneously, from anywhere, fully audit trailed, and hence can arrive at a transaction, if needed.


With the launch of TradeCross linked to MTF Galaxy, TradingScreen provides traders with a fixed income crossing platform that’s fully integrated to its award-winning EMS. With over 15 years of experience connecting Buy-side and Sell-side clients, TradeCross allows fixed income traders to trade anonymously without market leakage in all fixed income securities. TradeCross uses Tradingscreen’s totally independent MTF Galaxy. For over a decade, TradingScreen has provided solutions to a fragmented marketplace, delivering a trading and execution management infrastructure and a global network that enables both Buy-side firms and Sell-side institutions to connect to each other; thus yielding improved market access, reduced connectivity costs, increased trading efficiency, and a fully automated workflow. TradingScreen products support global order routing of cash equity products, futures and options, foreign exchange, and fixed income instruments.

Website:  http://www.tradition.com/

Represented in 28 countries, Tradition is one of the world's largest interdealer brokers in over-the-counter financial and commodity-related products. Acting as a marketplace and an intermediary, award-winning Tradition facilitates transactions between financial institutions and other professional traders in the capital markets. These transactions vary in scale and liquidity, from the simplest to the most sophisticated, the most liquid to the most illiquid. Tradition provides brokerage services for a comprehensive range of financial products (money market products, bonds, interest rate, currency and credit derivatives, equities, equity derivatives, interest rate futures and index futures). The company’s non-financial (commodity) products include oil, natural gas, power, coal, weather, emissions, precious metals, pulp and paper, and property. Tradition employs 2,200 people globally and is the trading name of Compagnie Financière Tradition, which is listed on the SIX Swiss Exchange.

Website:  https://www.ubs.com/global/en.html

UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. Its business strategy is centered on its pre-eminent global wealth management businesses and its leading universal bank in Switzerland. Together with a client-focused Investment Bank and a strong, well-diversified Global Asset Management business, UBS will expand its premier wealth management franchise and drive further growth across the Group. UBS Investment Bank provides corporate, institutional, and wealth management clients with expert advice, innovative financial solutions, outstanding execution and comprehensive access to the world’s capital markets. It offers investment banking and capital markets, research, equities, foreign exchange, precious metals and tailored fixed income services in rates and credit through its two business units, Corporate Client Solutions and Investor Client Services. The Investment Bank is an active participant in capital markets flow activities, including sales, trading and market-making across a range of securities