Event Name

June 07 - 09, 2016

Westin Copley Place, Boston MA

Summit Day 1

Fixed Income Leaders Summit Day 1

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8:00 AM Conference Registration and Networking Breakfast

8:30 AM Welcome Address

Oliver Kirkbright, Fixed Income Leaders Summit Director, WBR

8:35 AM Speed Networking

8:40 AM Chairperson's Opening Remarks

Kevin McPartland, Head of Market Structure Research, Greenwich Associates

 Kevin McPartland
Kevin McPartland
Head of Market Structure Research
Greenwich Associates

Kevin McPartland is the head of the Greenwich Associates Market Structure and Technology practice. He has 15 years of capital markets industry experience with deep regulatory and technology expertise in fixed income, FX, and equity markets. Kevin has presented at a wide range of industry conferences and is quoted regularly in the financial media ...[Read More]

Build A World Class Trading Desk
8:45 AM Buy Side Leaders Panel: Setting the fixed income mission statement - What is the ideal fixed income market structure that can promote progression across the full trading spectrum?

Moderated By:
Chris White
, CEO, ViableMKTS

Sam Priyadarshi, Head of Fixed Income Derivatives, Vanguard

Hicham Hajhamou, Vice President, AQR Capital Management

Chip Bankes, Vice President, Head of Trading, Loomis Sayles & Co.

Brian Kinney, Managing Director, State Street Global Advisors

Audience Participation

Regulatory reform, shrinking dealer balance sheets, liquidity shortages - these are just some of the major challenges keeping buy side traders awake at night. As the evolution within fixed income takes full swing, this market leading buy side panel will outline exactly how they want to see fixed income markets evolve, and create a ‘mission statement’ for the rest of the conference to follow. During this session, our market leading panel will discuss:

  • Comply - What can regulators do to help harness liquidity in fixed income markets and ease the burden on the buy and sell side? 
  • Reform - What type of market can facilitate an efficient structure between buy side, sell side and platforms? 
  • Streamline - How must platform initiatives progress to provide a reliable service to the buy side with less fragmentation? 
  • Innovate - How can technology progress to assist the buy side and help them meet their best execution obligations? 
  • Mission statement - What makes the ideal fixed income market model?
 Sam Priyadarshi
Sam Priyadarshi
Head of Fixed Income Derivatives
Vanguard

Samis a senior investment professional with in-depth experience in derivatives,risk management, structured transactions and alternative investments. Deep knowledge of fixed income and derivatives markets and several years of experience leading teams responsible for trading, researching strategies, and generating alpha. Highly proficient in hedgi ...[Read More]

 Hicham Hajhamou
Hicham Hajhamou
Vice President
AQR Capital Management

Hicham Hajhamou is currently the head of Rates and FX trading at quantitative hedge fund AQR. Hicham has more than 17 years’ experience in financial markets. He started his career at Lehman brothers and held several senior trading position at other investment banks. He is a global macro and market structure specialist with experience in both OTC ...[Read More]

 Chip Bankes
Chip Bankes
Vice President, Head of Trading
Loomis Sayles & Co.

Chip Bankes is a vice president and head of trading at Loomis, Sayles & Company, where he is responsible for the management of the firm’s overall trading capabilities. Chip has 27 years of investment industry experience and joined Loomis Sayles in 2012 from US Trust, Bank of America, where he was most recently the head of fixed income and tradin ...[Read More]

 Brian Kinney
Brian Kinney
Managing Director
State Street Global Advisors

Brian Kinney is the Global Head of the Fixed Income Beta team at State Street Global Advisors. In his role, he oversees portfolio managers located in Boston, London, Singapore, Sydney and Tokyo. The Global Fixed Income Beta team manages all indexed bond strategies for SSgA which includes SPDR ETFs, institutional separate accounts, mutual funds a ...[Read More]

Moderated By:

 Chris White
Chris White
CEO
ViableMKTS

Chris has over 13 years experience in fixed income electronic business development and has pioneered several innovative market initiatives like the GSessions trading platform and corporate bond IOIs. Prior to founding ViableMkts, Chris has previously worked for MarketAxess, Barclays and Goldman Sachs.

...[Read More]

9:25 AM Industry Keynote: The Blueprint for success - How are new entrants disrupting fixed income markets to break the norm and offer differentiation to the buy side?

Paul Hamill, Managing Director, Citadel Securities

  • New entrants vs. traditional players - What makes the ideal trading business in 2016 and how can new models bring to the buy side? 
  • Market structure through the lens - What has changed on the back of regulation and innovation, and what remains the same? 
  • Notes from a new entrant - What has been learned from new entrants and how must they develop their models to operate successfully across markets? 
  • How can new entrants work within a contrasting European landscape to offer more reliable liquidity globally? 
  • Mapping the journey - How can disruption benefit fixed income markets and how can these new entrants evolve?
 Paul Hamill
Paul Hamill
Managing Director
Citadel Securities

Paul Hamill is the Global Head of Fixed Income, Currencies and Commodities for Citadel Securities. Mr. Hamill is responsible for the client facing fixed income market-making businesses, including interest rate swaps, government and corporate bonds and credit default swaps. 

Paul was previously a Managing Director and Global Head of FX, R ...[Read More]

9:45 AM All Star Panel: Forming a successful trading desk in 2016- What are the people, process and technology requirements needed?

Moderated By:
Kevin McPartland
, Head of Market Structure Research, Greenwich Associates

Irina Isaakova, Vice President and Director, TD Asset Management

Zack Ellison, CFA, CAIA, Director, US Public Fixed Income, Sun Life Investment Management

Stephen McLaren, Head of Branch Sales, MarketAxess

Frank Cerveny, Head of Markets, MTS

John Adam, Global Head of Product Strategy, Portware

As your external world radically changes, internal reform is required in order for you to keep abreast of the ongoing changes happening outside your office. As the traditional methods of trading fixed income change, it is vital that you build an internal trading environment which will not only harness these external changes, but help you steer your desk through these winds of change. This ‘All Star Panel’ with representation from the full fixed income value chain, will provide expertise on:
  • Assessing the impact of the developing regulatory environment - What makes a compliant trading desk in 2016? 
  • How should you set up your internal structures to match an evolving external environment? 
  • What strategies can you exploit to overcome reduced dealer balance sheets and ensure you are tapping into the right liquidity hubs? 
  • Trading and operations - Who should you partner with as the traditional roles of market players change and evolve? 
  • What technological trends can you take advantage of now to improve your trading performance in 2016 and beyond?
 Irina Isaakova
Irina Isaakova
Vice President and Director
TD Asset Management

As a Head of Fixed Income Trading, Irina oversees a team of 4 traders responsible for trading Canadian government and corporate bonds, US treasuries, US high yield, global sovereign debt, CDS, money market, repo and forwards (AUM of $159B as at December 31, 2014). Prior to managing the Fixed Income Trading Team, Irina was responsible for trading ...[Read More]

 Zack Ellison, CFA, CAIA
Zack Ellison, CFA, CAIA
Director, US Public Fixed Income
Sun Life Investment Management

Zack Ellison is a Director in U.S. Public Fixed Income and a corporate credit trader at Sun Life Investment Management, whose teams manage over $100 billion in assets for the Sun Life Financial group of companies. Sun Life Investment Management designs and delivers investment solutions for liability-based institutional investors based on its lon ...[Read More]

 Stephen McLaren
Stephen McLaren
Head of Branch Sales
MarketAxess

Stephen McLaren is Head of Branch Sales, responsible for managing the Northeast, Midwest and West Coast client sales teams. Mr. McLaren joined MarketAxess in 1998 as a Sales Representative focused on the Northeast and has served in various sales roles throughout the years. Prior to joining MarketAxess, Mr. McLaren worked for Federal Filings, Inc ...[Read More]

 Frank Cerveny
Frank Cerveny
Head of Markets
MTS

As Head of Markets at MTS, Frank is responsible for growing the company’s interdealer and dealer-to-client electronic fixed income markets. Prior to joining MTS, Frank held the role of Managing Director and Co-Head of the International Credit Business at Jefferies International, where he was responsible for its fixed income trading, research an ...[Read More]

John Adam
Global Head of Product Strategy
Portware

Moderated By:

 Kevin McPartland
Kevin McPartland
Head of Market Structure Research
Greenwich Associates

Kevin McPartland is the head of the Greenwich Associates Market Structure and Technology practice. He has 15 years of capital markets industry experience with deep regulatory and technology expertise in fixed income, FX, and equity markets. Kevin has presented at a wide range of industry conferences and is quoted regularly in the financial media ...[Read More]

10:25 AM One on One Interview: How fixed income trading will continue to evolve with electronic market structure

Kevin McPartland, Head of the Greenwich Associates Market Structure and Technology practice, Greenwich Associates

Billy Hult, President, Tradeweb

The focus on electronic trading in fixed income has never been greater as market participants’ appetite for a more intelligent, efficient workflow is increasing at a rapid pace. Tradeweb's President Billy Hult and Kevin McPartland of Greenwich Associates will discuss the evolving scope and scale of technology in global fixed income, where they will provide expertise on: 

  • The evolving roles of market participants and how they are enabled by technology 
  • Increasing connectivity and access to liquidity across trading networks 
  • Greater pre-trade intelligence and post-trade analytics that support best execution and transaction cost analysis 
  • Flexible trading solutions for a broader universe of fixed income securities 
  • The impact of regulatory reform for market participants, and its influence on trade workflows
 Kevin McPartland
Kevin McPartland
Head of the Greenwich Associates Market Structure and Technology practice
Greenwich Associates
Kevin McPartland is the head of the Greenwich Associates Market Structure and Technology practice. He has 15 years of capital markets industry experience with deep regulatory and technology expertise in fixed income, FX, and equity markets. Kevin has presented at a wide range of industry conferences and is quoted regularly in the financial media in ...[Read More]

 Billy Hult
Billy Hult
President
Tradeweb

Billy Hult is President of Tradeweb. Hult is a key figure in online markets, and has a proven record of innovation and business leadership. In his roles at Tradeweb, he has been responsible for originating and growing many of Tradeweb's global markets, including its highly successful TBA-Mortgage platform. In 2007, he was instrumental in workin ...[Read More]

10:45 AM Morning Networking Break

Track A: Lifting The Lid On Global Regulation

11:30 AM Fireside Chat: Clarifying MiFID II - What does the impending EU reform mean for US entities?

Moderated By:
David B. Weiss
, Senior Analyst, Aite Group

Mayra Rodriguez Valladares, Managing Principal, MRV Associates

Brett Chappell, Head of Fixed Income Trading, Nordea Investment Management

Stephen Humenik, Of Counsel, Covington and Burling

While the implementation date for MiFID II is debated by EU policymakers, one thing that is guaranteed will be the major implications that MiFID II is going to have across global fixed income markets. For anyone trading across global markets, this session is a ‘must-not-miss’ where you will learn:

  • What is the current status of MiFID II in Europe and how will the timelines impact US firms? 
  • EU vs. US transparency requirements and differentiation - How do you manage accounts that fall under EU regulations? 
  • How will MiFID II impact a US entity’s ability to access EU liquidity and how can this be overcome? 
  • What impacts will MiFID II have on the European market structure and what will this mean for the US landscape? 
  • Are MiFID II rules leading to increased fragmentation between the US and EU markets?
 Mayra Rodriguez Valladares
Mayra Rodriguez Valladares
Managing Principal
MRV Associates

Mayra Rodríguez Valladares is Managing Principal of MRV Associates. She is a graduate of Harvard and Radcliffe Colleges, The Wharton School, and The Lauder Institute of the University of Pennsylvania. She was also a Raoul Wallenberg Fellow at The Hebrew University of Jerusalem. She is a highly motivated business professional, who has twenty five ...[Read More]

 Brett Chappell
Brett Chappell
Head of Fixed Income Trading
Nordea Investment Management

Brett has direct responsibility for five traders domiciled in Copenhagen. In Brett’s team, they are responsible for trading credit bonds, rates, CDS’s, IRD’s, repos, deposits and they manage money market portfolios, where they service several of Nordea’s portfolio managers scattered across the Nordic region. The overall goal of Brett’s team is t ...[Read More]

Stephen Humenik
Of Counsel
Covington and Burling

Moderated By:

 David B. Weiss
David B. Weiss
Senior Analyst
Aite Group

David B. Weiss is a senior analyst with Aite Group, with more than five years’ experience covering multi-asset market structure, global derivatives, electronic trading, global financial regulation, and capital markets intellectual property, all with a subtle undercurrent of trading technology. 

Mr. Weiss brings to Aite Group over 10 year ...[Read More]

Track B: Clarifying The Domestic Regulatory Agenda

Industry Perspective: Is the current TRACE reporting method sufficient or should it be delayed?

Moderated By:
Chris White
, CEO, ViableMKTS

Audience Participation
There is a consensus among market participants that as the Federal Reserve rise interest rates for the first time in almost a decade, buy side firms will find it increasingly difficult to transact large blocks should investors decide to flee the market. The contentious issue has divided opinion across the market, and this expert panel will debate both sides of the argument to let you decide for yourself if TRACE reporting should be delayed or not. Hear the panelists contest on issues including:

  • Implications of TRACE - Does it help or hinder liquidity?
  • Should TRACE be real-time or once a day - what are the pros and cons of each model?
  • Would a loosening of the disclosure requirements boost liquidity in the market?
  • Can block trading through TRACE be undertaken without giving away a firms position?

Moderated By:

 Chris White
Chris White
CEO
ViableMKTS

Chris has over 13 years experience in fixed income electronic business development and has pioneered several innovative market initiatives like the GSessions trading platform and corporate bond IOIs. Prior to founding ViableMkts, Chris has previously worked for MarketAxess, Barclays and Goldman Sachs.

...[Read More]

Track C: Capitalizing On Diverging Global Policies

Economic Keynote: Global macro trends - Where will the key opportunities lie in 2016 and beyond?

David Page, Chief Economist, AXA Investment Mangement

  • What themes will dominate the fixed income agenda over the next 12 months and how can you steer your desk through these new changes? 
  • What will be the political implications should Greece, and potentially the UK, leave the Eurozone? 
  • What is the outlook for the FED, ECB and BoE policies as central banks operate at different stages of Quantative Easing? 
  • Do diverging interest rate policies and currency prospects across different regions offer an opportunity to fixed income investors?
 David Page
David Page
Chief Economist
AXA Investment Mangement

David is responsible for AXA-IM’s US and UK economic research and forecasting. As part of this role David formulates central bank rate policy calls for these regions and works with bond and equity strategists to construct market views and asset allocation assessments. David regularly liaises with AXA-IM clients across North America, Europe and t ...[Read More]

Track D: Buy Side Think Tank Invite Only

Exclusive Invite Only Buy Side Think-Tank

Dan Connell, Managing Director, Greenwich Associates

Buy side to buy side collaboration - Open to 15 Global Heads of Trading from America’s top 20 asset managers
 Dan Connell
Dan Connell
Managing Director
Greenwich Associates

Track A: Lifting The Lid On Global Regulation

11:50 AM 360° Perspective: How can regulators work to create a more coherent market structure which can promote transparency and liquidity in the US?

Moderated By:
Kevin McPartland
, Head of Market Structure Research, Greenwich Associates

Sean Davy, Managing Director, SIFMA

Rich Mazzella, Former COO, Global Fixed Income, Citadel Asset Management

Joe Rosen, President, RKA Inc.

Michael Noto, Fixed Income Ecommerce- Markets Strategic Investments, Barclays

  • What is next on the US regulatory agenda and how will this impact fixed income markets?
  • How can the buy side adjust to new market conditions on the back of the regulatory regime?
  • What can regulators do to help improve transparency and liquidity and promote a more coherent market structure?
  • Cross border rules- How can regulators work together across jurisdictions to minimize impact for global firms?
Sean Davy
Managing Director
SIFMA

Rich Mazzella
Former COO, Global Fixed Income
Citadel Asset Management

 Joe Rosen
Joe Rosen
President
RKA Inc.

Joe Rosen is an electronic trading industry veteran with 25 years experience as an exchange executive, adviser, Chief Information Officer & Quant, author, lecturer, as well as developer and marketer of electronic trading systems. Prior to incorporating RKA Inc. in 2006, he was Managing Director, Trading Technology/Head of Technology Marketing at ...[Read More]

Michael Noto
Fixed Income Ecommerce- Markets Strategic Investments
Barclays

Moderated By:

 Kevin McPartland
Kevin McPartland
Head of Market Structure Research
Greenwich Associates

Kevin McPartland is the head of the Greenwich Associates Market Structure and Technology practice. He has 15 years of capital markets industry experience with deep regulatory and technology expertise in fixed income, FX, and equity markets. Kevin has presented at a wide range of industry conferences and is quoted regularly in the financial media ...[Read More]

Track B: Clarifying The Domestic Regulatory Agenda

Regulation Roundtables: Get to grips with the most pressing regulatory hurdles impacting your trading strategy

Paul Aston, CEO and Director, Txiall Global Advisors

Mayra Rodriguez Valladares, Managing Principal, MRV Associates

Chris White, CEO, ViableMKTS

Stephen Humenik, Of Counsel, Covington and Burling

The regulatory bandwagon rolls on, and there are a number of different policies which have been put on the table which have been designed to increase transparency, improve trading protocols and ensure best execution. These roundtables are open to a maximum of 10 delegates each, to entice an open, interactive discussion and will be hosted by one subject matter expert. Network with your peers to establish best practice processes to overcome your biggest regulatory hurdle:

Roundtable 1: TRACE- How can TRACE be improved to increase transparency without hindering liquidity?
Chris White, CEO, ViableMKTS 

Roundtable 2: MiFID II - What needs to be put in place now for US firms to prepare for MiFID II implementation?
Stephen Humenik, Of Counsel, Covington and Burling, formerly SEC 

Roundtable 3: Unbundling - How will research and commission costs be broken down under the new reform and what will this mean for US markets?
Paul Aston, CEO and Director, Tixall Global Advisors 

Roundtable 4: Dodd Frank and the Volcker Rule- What impact will this have on the buy side?
Mayra Rodriguez Valladares, Managing Principal, MRV Associate

 Paul Aston
Paul Aston
CEO and Director
Txiall Global Advisors

Paul has worked in the financial industry since 1994, specializing in quantitative finance for multi‐asset strategies, including currency. Throughout his career he has held positions on both the buy and sell sides of the industry, cultivating unique experiences, expertise and insights as a quantitative strategist, portfolio manager, trader and s ...[Read More]

 Mayra Rodriguez Valladares
Mayra Rodriguez Valladares
Managing Principal
MRV Associates

Mayra Rodríguez Valladares is Managing Principal of MRV Associates. She is a graduate of Harvard and Radcliffe Colleges, The Wharton School, and The Lauder Institute of the University of Pennsylvania. She was also a Raoul Wallenberg Fellow at The Hebrew University of Jerusalem. She is a highly motivated business professional, who has twenty five ...[Read More]

 Chris White
Chris White
CEO
ViableMKTS

Chris has over 13 years experience in fixed income electronic business development and has pioneered several innovative market initiatives like the GSessions trading platform and corporate bond IOIs. Prior to founding ViableMkts, Chris has previously worked for MarketAxess, Barclays and Goldman Sachs.

...[Read More]

Stephen Humenik
Of Counsel
Covington and Burling

Track C: Capitalizing On Diverging Global Policies

360° Perspective: Global interest rate trends - What opportunities will the interest rate rise bring to fixed income investors?

Moderated By:
Lee Ferridge
, Head of Macro Strategy, North America, State Street Global Markets

Joseph Casteluccio, President of Capital Markets and Head of Trading, CG Capital Markets

Hicham Hajhamou, Vice President, AQR Capital Management

Todd Finkelstein, Senior Fixed Income Portfolio Manager, Conning Asset Management

Gabrielle Chabassol, Industry Expert, Banque de France

Finally, at the end of 2015, the FED raised interest rates, something that had been on the horizon for over 12 months. Now, the rate rise provides both challenges and opportunities, especially with diverging interest rate policies across the globe. During this session, our experts will provide insights on:

  • What impact will rising rates have on US markets and how can you benefit from the rate rise? 
  • What will a rate rise combined with a stronger USD mean for global trading? 
  • How can you successfully steer your desk through diverging interest rate policies across the globe? 
  • Interest rates and sell offs - How can you reduce risk in your portfolio during stressed market conditions? 
  • Will a rate rise in the US prompt other central banks to do the same?
 Joseph Casteluccio
Joseph Casteluccio
President of Capital Markets and Head of Trading
CG Capital Markets

Mr. Castelluccio has over 40 years of Wall Street experience. His Wall Street career began in the OTC market place but that was short lived when he was introduced to the fixed income markets and he never looked back. He is currently President of Capital Markets and Head of Trading at CG Capital Markets in NYC. CG Capital Markets also has offi ...[Read More]

 Hicham Hajhamou
Hicham Hajhamou
Vice President
AQR Capital Management

Hicham Hajhamou is currently the head of Rates and FX trading at quantitative hedge fund AQR. Hicham has more than 17 years’ experience in financial markets. He started his career at Lehman brothers and held several senior trading position at other investment banks. He is a global macro and market structure specialist with experience in both OTC ...[Read More]

 Todd Finkelstein
Todd Finkelstein
Senior Fixed Income Portfolio Manager
Conning Asset Management

Todd Finkelstein, CFA is a 30-year veteran of the fixed income investment management business. His skills and experience stretch across multiple disciplines including portfolio management, trading, development of products, policies and supporting infrastructure, marketing and and client relationship management. He has been quoted widely in the ...[Read More]

Gabrielle Chabassol
Industry Expert
Banque de France

Moderated By:

Lee Ferridge
Head of Macro Strategy, North America
State Street Global Markets

Track D: Buy Side Think Tank Invite Only

Stream continues

Lunch

12:30 PM Networking Lunch

Lunch

Buy Side VIP Lunch

Stream A: Navigating A Fragmented Platform Universe

2:00 PM 360° Perspective: The Liquidity Race - What will be the determining factors on whether a new platform will survive and thrive?

Moderated By:
Zack Ellison, CFA, CAIA
, Director, US Public Fixed Income, Sun Life Investment Management

Dwayne Middleton, Executive Director, Head of US Fixed Income Trading, Morgan Stanley Investment Management

Alex Sedgwick, Vice President, Market Structure, T. Rowe Price

Anthony Cucinotta, Head of Trading, Capital Advisors Group

Anthony Perrotta, Partner, Global Head of Research and Consulting, TABB Group

Susan Estes, President & CEO, Opendoor Trading LLC

Buy side heads have been confronted with a tsunami of new fixed income platforms over recent years, all claiming to have different USP’s and the magic combination to resolve the liquidity crisis. For buy side firms, deciding which platform and initiative to work with can be a tough challenge. This industry leading panel will provide insights on:
  • What progress has been made by key fixed income platform initiatives?
  • What functionalities make the most ideal fixed income trading platform, and how close are we to reaching this hybrid model?
  • What lessons could be learned from the equities platform boom many years ago and how is the fixed income market developing in comparison to this?
  • What protocols do new fixed income platforms need?
  • One year on - how have all the new platforms and electronic venues fared and have they met their goals?
 Dwayne Middleton
Dwayne Middleton
Executive Director, Head of US Fixed Income Trading
Morgan Stanley Investment Management

Dwayne is Head of US Fixed Income Trading in Long Only Asset Management. He joined Morgan Stanley in 2009 and has 21 years of investment experience. Prior to joining the firm, Dwayne spent nine years with JPMorgan Asset Management as a senior portfolio manager. Most recently, he was head of Investment Grade Credit Strategy leading portfolio cons ...[Read More]

 Alex Sedgwick
Alex Sedgwick
Vice President, Market Structure
T. Rowe Price

Alex Sedgwick is a market structure analyst in Fixed Income Trading at T. Rowe Price. Mr. Sedgwick is responsible for performing custom research and analysis pertaining to market structure, liquidity, and trade cost/execution analysis across the various fixed income sectors. He is a vice president of T. Rowe Price Associates, Inc. Mr. Sedgwick h ...[Read More]

 Anthony Cucinotta
Anthony Cucinotta
Head of Trading
Capital Advisors Group

Anthony Cucinotta is responsible for trade execution and strategy implementation at Capital Advisors Group, while also providing market information and investment strategy ideas to the Portfolio Management and Research departments. Anthony joined Capital Advisors Group in 2000 and serves on the Company's Credit and Investment Committees. Anthony ...[Read More]

 Anthony Perrotta
Anthony Perrotta
Partner, Global Head of Research and Consulting
TABB Group

A veteran of the fixed income markets with 25 years of experience, Anthony Perrotta joined TABB Group in June 2014 from Cornerstone Resources, a fixed-income consultancy that he founded. As head of fixed income research at TABB, he is responsible for directing the firm’s Research Alliance Fixed Income practice, which serves institutional investo ...[Read More]

 Susan Estes
Susan Estes
President & CEO
Opendoor Trading LLC

Ms. Susan Estes is a chief executive with exceptional depth and understanding of the fixed income markets. She has over 30 years of experience trading U.S. Treasuries and related fixed-income products; the majority spent on starting, developing and managing domestic and international high-quality rates operations and related businesses for larg ...[Read More]

Moderated By:

 Zack Ellison, CFA, CAIA
Zack Ellison, CFA, CAIA
Director, US Public Fixed Income
Sun Life Investment Management

Zack Ellison is a Director in U.S. Public Fixed Income and a corporate credit trader at Sun Life Investment Management, whose teams manage over $100 billion in assets for the Sun Life Financial group of companies. Sun Life Investment Management designs and delivers investment solutions for liability-based institutional investors based on its lon ...[Read More]

TRACK B: Challenging Current Broker Models

Oxford Style Debate: Do capital constraints mean an agency based market model is set to become the more dominant form of trading?

Moderated By:
Kevin McPartland
, Head of Market Structure Research, Greenwich Associates

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

Paul Aston, CEO and Director, Txiall Global Advisors

Michael Sanderson, Managing Director, MOS Solutions

Agha Mirza, Global Head of Interest Rate Products, CME Group

Audience Participation

The intense pressure from regulators is pushing sell side firms to their limits. Saddled with capital constraints, the sell side are now committing less capital, warehousing less inventory and taking on less risk, meaning the traditional ways in which they transact with the buy side is changing. As the regulatory screw tightens further, the traditional principal based structure is under threat, and the way buy side and sell side firms interact is changing. During this session, our panelists will debate:

  • Do increased costs and reduced balance sheets mean that a more dominant agency model is inevitable? 
  • Agency vs. Principal - Are the sell side now there just to facilitate execution between buyers and sellers? 
  • Are agency models reliable enough to offer an effective service in fixed income markets? 
  • Can a principal model still offer a successful business model for the sell side? 
  • Could a ‘Riskless Principal Model’ be the way forward in the long term to offer maximum value to the buy side?
 Michael O'Brien
Michael O'Brien
Global Head of Trading
Eaton Vance

Michael is viewed as an industry pioneer and oversees a global trading team responsible for the execution of long and short trades in over seventy-five markets and in a variety of instruments including CDS, hard currency and local currency debt, IRS, futures, Michael is viewed as an industry pioneer and oversees fixed income trading at Eaton Van ...[Read More]

 Paul Aston
Paul Aston
CEO and Director
Txiall Global Advisors

Paul has worked in the financial industry since 1994, specializing in quantitative finance for multi‐asset strategies, including currency. Throughout his career he has held positions on both the buy and sell sides of the industry, cultivating unique experiences, expertise and insights as a quantitative strategist, portfolio manager, trader and s ...[Read More]

 Michael Sanderson
Michael Sanderson
Managing Director
MOS Solutions

After 45 years in the financial services industry, Michael now runs his own firm dedicated to helping you frame your e-trading strategy in fixed income securities. Whether you are a sell side firm seeking more efficiency or a buy side firm seeking more liquidity, we will help you devise your solution before you spend precious IT dollars. With hi ...[Read More]

Agha Mirza
Global Head of Interest Rate Products
CME Group

Moderated By:

 Kevin McPartland
Kevin McPartland
Head of Market Structure Research
Greenwich Associates

Kevin McPartland is the head of the Greenwich Associates Market Structure and Technology practice. He has 15 years of capital markets industry experience with deep regulatory and technology expertise in fixed income, FX, and equity markets. Kevin has presented at a wide range of industry conferences and is quoted regularly in the financial media ...[Read More]

Stream C: Positioning Your Portfolio For Future Prosperity

360° Perspective: As risk takers, how do the buy side need to adjust to risk reversal flows?

Jarred Sherman, Managing Director, Fixed Income Portfolio Manager, JP Morgan Asset Management

Irene Aldridge, Managing Director, Research and Development, Able Alpha Trading

Moderated By:
Lee Ferridge
, Head of Macro Strategy, North America, State Street Global Markets

Sam Priyadarshi, Head of Fixed Income Derivatives, Vanguard

Historically, the buy side have always relied on the sell side for shepherding risk. However, due to capital constraints, the sell side cannot price risk and transfer it to their own balance sheet as freely as they could in the past. With the buy side now warehousing more risk on their books, they need to find new methods to manage this. This panel will provide thought leadership around:
  • How have capital constraints on banks impacted their ability to take on and price risk? 
  • With the buy side now warehousing risk, is there enough liquidity in stressed market conditions? 
  • If there was a major event, how could the buy side source funds and what needs to be done to source liquidity? 
  • As the buy side can no longer rely on sell side balance sheets and prop desks, how can you find someone for the other end of a trade?
 Jarred Sherman
Jarred Sherman
Managing Director, Fixed Income Portfolio Manager
JP Morgan Asset Management

Jarred A. Sherman, managing director, is a portfolio manager for the Absolute Return and Opportunistic Fixed Income Team at J.P. Morgan Asset Management. Prior to taking on this role, Jarred was a lead portfolio manager responsible for the strategy development and management of the enhanced cash and short duration portfolios within the U.S Fixed ...[Read More]

Irene Aldridge
Managing Director, Research and Development
Able Alpha Trading

 Sam Priyadarshi
Sam Priyadarshi
Head of Fixed Income Derivatives
Vanguard

Samis a senior investment professional with in-depth experience in derivatives,risk management, structured transactions and alternative investments. Deep knowledge of fixed income and derivatives markets and several years of experience leading teams responsible for trading, researching strategies, and generating alpha. Highly proficient in hedgi ...[Read More]

Moderated By:

Lee Ferridge
Head of Macro Strategy, North America
State Street Global Markets

Stream D: Women in Trading Think Tank

Women on Wall Street Think Tank: How can the fixed income industry better attract, develop and retain top female talent?

Mayra Rodriguez Valladares, Managing Principal, MRV Associates

Irina Isaakova, Vice President and Director, TD Asset Management

Leslie VanderVeen, Director, Public Bond Portfolio Management, Mutual of Omaha

This interactive seminar looks at what it means to be a woman in trading in 2016. Hosted by two prominent figures in the European trading space, discuss your concerns, aspirations and challenges and find solutions from your peers. The boardroom is limited to a maximum of 15 delegates to promote an open interactive discussion covering key points including: 
  • What does it means to be a woman in the fixed income industry in 2016? 
  • How is the industry addressing the aspirations of women to develop in leadership roles? 
  • How are firms showcasing female talent contributing in the financial sector? 
  • What more could be done by firms and the broader FI industry to attract, retain and promote women into leadership roles?
  • Sharing common challenges with your female peers and finding solutions to address them
 Mayra Rodriguez Valladares
Mayra Rodriguez Valladares
Managing Principal
MRV Associates

Mayra Rodríguez Valladares is Managing Principal of MRV Associates. She is a graduate of Harvard and Radcliffe Colleges, The Wharton School, and The Lauder Institute of the University of Pennsylvania. She was also a Raoul Wallenberg Fellow at The Hebrew University of Jerusalem. She is a highly motivated business professional, who has twenty five ...[Read More]

 Irina Isaakova
Irina Isaakova
Vice President and Director
TD Asset Management

As a Head of Fixed Income Trading, Irina oversees a team of 4 traders responsible for trading Canadian government and corporate bonds, US treasuries, US high yield, global sovereign debt, CDS, money market, repo and forwards (AUM of $159B as at December 31, 2014). Prior to managing the Fixed Income Trading Team, Irina was responsible for trading ...[Read More]

 Leslie VanderVeen
Leslie VanderVeen
Director, Public Bond Portfolio Management
Mutual of Omaha

Stream A: Navigating A Fragmented Platform Universe

2:40 PM Oxford Style Debate: RFQ vs. CLOB vs. A2A- Where should you send your order first to maximize your chances of best execution?

F. A. Romano, Head of BondPoint Institutional, KCG BondPoint

David Weisberger, Managing Director, Trading Services, Markit

Mike Nappi, Vice President, Investment Grade Corporate Bond Trading, Eaton Vance

Moderated By:
Mark Monahan
, CEO, MTS Markets International

Greg Heller, Director of Global Fixed Income Trading, MFS Investment Management

Constantinos Antionades, Head of Fixed Income, Liquidnet

Audience Participation

As dealers have scaled back their operations and balance sheets, new platforms of all shapes and sizes have looked to fill this space and capitalize on the liquidity crunch, and different platforms have come to the fore to facilitate the transactions for various instruments. During this session, our panelists will provide expertise on:
  • What functionality and protocols of trading platforms are best suited to different types of trades? 
  • Will new entrants and electronic innovation mean a decline of the traditional RFQ model in fixed income? 
  • As eTrading and innovation goes on, what model will be the most dominant form of trading in 5 years time? 
  • Have the new models away from RFQ led to necessary enhancements in fixed income markets, or has it just fragmented the market further? 
  • Can a hybrid model of all three be created in the future?
 F. A. Romano
F. A. Romano
Head of BondPoint Institutional
KCG BondPoint

F.A. Romano leads KCG BondPoint’s institutional client business, ensuring that our Asset Manager, Hedge Fund and other buy-side clients have an optimized, tailored experience when trading on the KCG BondPoint venue. 

Previously, F.A. was the Business Manager for Bloomberg’s Fixed Income Credit Trading Products, including Corporates, Muni ...[Read More]

David Weisberger
Managing Director, Trading Services
Markit

 Mike Nappi
Mike Nappi
Vice President, Investment Grade Corporate Bond Trading
Eaton Vance

 Greg Heller
Greg Heller
Director of Global Fixed Income Trading
MFS Investment Management

Gregory C. Heller, CFA, is an investment officer and director of Global Fixed Income Trading at MFS Investment Management® (MFS®). He is based in Boston. He is a member of the MFS Global Fixed Income Management Team and serves on the firm's Investment Management Committee.
Greg joined MFS in 2002 as a municipal fixed income trader. He wa ...[Read More]

 Constantinos Antionades
Constantinos Antionades
Head of Fixed Income
Liquidnet

As Head of Fixed Income for Liquidnet, Constantinos Antionades is responsible for the day-to-day running and expansion of the fixed income business. Mr. Antionades is the Founder and CEO of Vega-Chi. Previously, he worked in fixed income at Goldman Sachs for 11 years and previously as a buy side portfolio manager

...[Read More]

Moderated By:

 Mark Monahan
Mark Monahan
CEO
MTS Markets International

MARK MONAHAN was appointed CEO of MTS Markets International, part of London Stock Exchange Group, in May 2013. The following year MTS Markets International completed its acquisition of the public company Bonds.com. Prior to the London Stock Exchange, Monahan was CEO of Ballista Securities LLC (acquired by the Intercontinental Exchange in 2011). ...[Read More]

TRACK B: Challenging Current Broker Models

360° Perspective: How are Inter Dealer Brokers (IDB) reinventing themselves to offer additional value to the buy side?

Moderated By:
Kevin McPartland
, Head of Market Structure Research, Greenwich Associates

Rich Winter, Senior Managing Director, Global Head of Sales, BGC Partners

Ted Bragg, Managing Director, ICAP Americas

Rich Mazzella, Former COO, Global Fixed Income, Citadel Asset Management

Over the last 12 months, there have been major tectonic shifts in the IDB space, with a number of mergers, acquisitions and new models changing the face of the market. As the market structure transformation moves into top gear, IDB’s are now re-shaping themselves to capitalize on the fragmentation in the industry, and changing their models to offer a new service to you. During this session you will learn:

  • How will the IDB’s provide increased and alternative access to liquidity for buy side firms? 
  • How has the IDB market evolved for treasuries, and is there any scope to include the buy side on their credit markets? 
  • Is the traditional role of an IDB over - what is the transformational process that the IDB’s are going through? 
  • How will the IDB’s work with both buy and sell side firms and offer value on both sides of the market? 
  • The transformation from IDB market to trading platforms - how have they transformed into a suitable exchange for the buy side?
 Rich Winter
Rich Winter
Senior Managing Director, Global Head of Sales
BGC Partners

Mr. Winter joined BGC Partners - Powered by FENICS in Q1 of 2015 to build and lead it's Global Sales team. He is responsible for bringing the market's need for transparent pricing and seamless execution to BGC Partner's global, multi-channel pools of liquidity as accessed via FENICS, the engine which powers that liquidity.  

Prior to joi ...[Read More]

 Ted Bragg
Ted Bragg
Managing Director
ICAP Americas

Ted Bragg joins ICAP as an SVP reporting to the President of Americas Global Brokering. He will be tasked with expanding and developing fixed income initiatives to create liquidity sources for various credit and fixed income marketplaces. Mr. Bragg brings 29 years of financial markets experience to ICAP. Prior to joining ICAP Ted held numerous r ...[Read More]

Rich Mazzella
Former COO, Global Fixed Income
Citadel Asset Management

Moderated By:

 Kevin McPartland
Kevin McPartland
Head of Market Structure Research
Greenwich Associates

Kevin McPartland is the head of the Greenwich Associates Market Structure and Technology practice. He has 15 years of capital markets industry experience with deep regulatory and technology expertise in fixed income, FX, and equity markets. Kevin has presented at a wide range of industry conferences and is quoted regularly in the financial media ...[Read More]

Stream C: Positioning Your Portfolio For Future Prosperity

360° Perspective: The rise of Exchange traded funds (ETF) - How can ETFs be used within fixed income and what benefits do they bring?

Moderated By:
Andrew McCollum
, Managing Director, Greenwich Associates

Jean-Paul Sursock, Director, Blackrock

Rick Harper, Head of Fixed Income and Currency, Wisdomtree Asset Management

Philip Cichlar, Senior ETF Sales Trader, New York

Bill Ahmuty, Head of SSGA, SPDR Fixed Income Group (FIG)

Using exchange-traded funds (ETF’s) as a vehicle for bond investment has been on an upward trajectory. Investors are now becoming more comfortable with the ETF structure, and the poor results in stocks over recent years have sent investors towards the safe haven of bond ETF’s. During this session, our ETF experts will shed light on:

  • Equity ETF’s vs Bond ETF’s- What lessons can be learned from the equities space and where do the key differences lie? 
  • How can you incorporate ETF’s in your fixed income portfolio alongside more traditional products? 
  • What are the systematic risks when using fixed income ETF’s and how can you minimize this risk? 
  • What electronic solutions can assist you when trading fixed income ETF’s?
 Jean-Paul Sursock
Jean-Paul Sursock
Director
Blackrock

Jean-Paul Sursock, Director, is an investment strategist within BlackRock's Fixed Income Portfolio Management Group focusing on iShares fixed income ETFs. Prior to joining BlackRock in 2013 he was responsible for structuring fixed income derivative based solutions to institutional investors at Merrill Lynch, Lehman Brothers, and Barclays. Mr. Su ...[Read More]

 Rick Harper
Rick Harper
Head of Fixed Income and Currency
Wisdomtree Asset Management

Rick Harper serves as the Head of Fixed Income and Currency for WisdomTree Asset Management, where he oversees fixed income and currency products developed through our collaborations with the BNY Mellon Corporation and Western Asset Management. Rick has over 19 years investment experience in strategy and portfolio management positions at promine ...[Read More]

 Philip Cichlar
Philip Cichlar
Senior ETF Sales Trader
New York

Phil has been a trader at Jane Street for over 6 years. He recently joined the ETF execution team from Jane Street’s proprietary fixed income desk where he was a senior fixed income trader. Phil played an instrumental role in building out Jane Street’s corporate bond trading desk and is an expert in electronic bond trading and the market structu ...[Read More]

 Bill Ahmuty
Bill Ahmuty
Head of SSGA
SPDR Fixed Income Group (FIG)

Bill joined SPDR' ETF Institutional Sales and Capital Markets Team in 2014. Focused on fixed income ETFs, he is responsible for increasing connectivity with SSGA’s broker-dealer partners in the fixed income space and for direct institutional sales coverage to credit funds. 

Bill has over 12 years of ETF trading experience and nearly 20 y ...[Read More]

Moderated By:

 Andrew McCollum
Andrew McCollum
Managing Director
Greenwich Associates

Andrew McCollum is a Partner and Managing Director at Greenwich Associates, the global research-based consultancy. In this capacity, Andrew is responsible for managing relationships with leading asset managers, investment consultants and other service providers in the United States and Canada.  

With over 20 years of consulting to the as ...[Read More]

Stream D: Women in Trading Think Tank

Stream continues until 3:00 PM


Stream A: Navigating A Fragmented Platform Universe

3:20 PM Industry Perspective: New frontiers in OMS - Are current offerings sophisticated enough to cope with demands for increased eTrading?

Karl Kutschke, Senior Director, Product Management, Charles River Development

With new regulations, a changing market structure and increasing compliance demands, ensuring you have an OMS system which is fully up to date and can cope with all of these changes is vital. This expert session is dedicated to giving you the knowledge on exactly what you should be expecting from your current OMS provider, and outlining what systems can cope with current market demands. Listen to this subject matter expert and learn:

  • How can you establish if your current OMS system is sufficient enough to meet the demands of increased risk and electronic trading? 
  • How can OMS systems adapt to incorporate new platforms for connectivity to your current OMS? 
  • How are the buy side replacing or upgrading their OMS to address demands across the new market structure? 
  • EMS developments - Is the level of electronic trading in fixed income sufficient enough to create a robust EMS system?
 Karl Kutschke
Karl Kutschke
Senior Director, Product Management
Charles River Development

Karl is responsible for product line strategy for the fixed income trading, OTC derivatives, and compliance offerings at Charles River. Karl has 15+ years of experience delivering software projects and products for domestic and international environments. Prior to joining Charles River, Karl managed strategic fixed income and evaluation service ...[Read More]

TRACK B: Challenging Current Broker Models

Industry Perspective: High Frequency Trading firms (HFTs) in fixed income- How are they approaching markets and what does this mean for the market structure?

Irene Aldridge, Managing Director, Research and Development, Able Alpha Trading

HTF firms are synonymous with other asset classes such as equities and FX, however there has been a recent increase in the number of HFTs working within the realms of fixed income as markets have become more electronically driven. This keynote presentation from one of the top HFT experts will provide expert insights into the inner workings of High Frequency firms, where they will shed light on: 
  • Where do HFTs position themselves within fixed income trading spectrum and how are they performing? 
  • How will the impeding interest rate rise benefit HFTs as they look to capitalize on the swing in market conditions? 
  • How do HFT trading strategies in US fixed income markets differ in comparison to equity markets and is it good or bad for the market as a whole? 
  • The future of futures- Does the futures market offer the best avenue into fixed income for HFTs as one of the most liquid and commonly traded products? 
  • Could we see HFT firms move from the treasury market into the corporate market or is it too illiquid?
Irene Aldridge
Managing Director, Research and Development
Able Alpha Trading

Stream C: Positioning Your Portfolio For Future Prosperity

Fireside Chat: How can the new issuance process be reformed into a smoother, more efficient service?

Moderated By:
Herb Werth
, Managing Director, Global Head of Buy Side, Ipreo

Josh Barrickman, Head of Bond Indexing, Vanguard

The new issuance process can be long and laborious, and the negative overall market view centers around the lack of transparency throughout the entire process. This market leading panel will firstly provide more clarity on the new issuance process, as well as provide solutions to a more efficient, transparent model. Attend to learn:

  • What is the full life cycle of the new issuance process and how can this be made more efficient? 
  • Can the entire new issuance process be standardized for a faster more reliable service? 
  • How can transparency with both buy side and sell side firms be increased for the new issuance process? 
  • How can you determine what new issues are suitable for your investment processes? 
  • What technology can help with the new issue process?
 Josh Barrickman
Josh Barrickman
Head of Bond Indexing
Vanguard

Moderated By:

 Herb Werth
Herb Werth
Managing Director, Global Head of Buy Side
Ipreo

Herb is Managing Director, Global Head of Buy Side Product Strategy and Marketing at Ipreo. He is responsible for the firm's Buy Side Initiative to extend Ipreo's Capital Markets solutions to the institutional investor community. Ipreo provides an integrated set of tools and services to optimize buy-side participation in the new issue process. ...[Read More]

3:40 PM Afternoon Networking Break


Innovation Spotlight
4:10 PM Innovation Spotlight: Building a connected ecosystem- Connecting Market Participants in the Evolving Landscape of Capital, Liquidity and Leverage Requirements

Ganesh Iyer, Director Global Marketing and Thought Leadership, IPC Systems

Ganesh Iyer
Director Global Marketing and Thought Leadership
IPC Systems

Ganesh Iyer, CAIA, is Global Product Marketing Director for Financial Markets Network at IPC Systems, a leading provider of specialized communications and managed network-as-a-service solutions for the capital markets. At IPC, Ganesh is responsible for spearheading global product marketing initiatives, building brand awareness and growing the bu ...[Read More]

Become A Liquidity King
4:20 PM Sell Side Keynote: Combating the secondary market liquidity crunch- How are banks reinventing their business models to better meet your needs in light of Dodd Frank and Basel III increasing capital demands?

Mike du Plessis, Managing Director, Global Head FX, Rates & Credit Execution Services, UBS Investment Bank

  • How is the sell side optimizing their capital in a less liquid more regulated and lower return world to better support the buy side? 

  • What types of e-trading technology is the sell side using to maximize efficiency of their dealing activity and pass on cost savings to the buy side? 

  • In light of the move from a principal model of trading to an agency, broking-centric trading model which players are leading the way in offering the buy side innovative solutions? 

  • As the sell side deal with the costs of regulation, what types of products and services should the buy side expect to see from their tier I and tier II brokers?

Mike du Plessis
Managing Director, Global Head FX, Rates & Credit Execution Services
UBS Investment Bank

Mike is a Managing Director and Global Head of FX, Rates & Credit Execution Services at UBS Investment Bank. Mike joined UBS in 2013 to oversee the fixed income execution services business that brings together IRS agency execution with the traditional listed derivatives business. Mike began his career in 1989 with an internship at Asea Brown Bov ...[Read More]

4:40 PM All Star Panel: Addressing the liquidity challenge head on - How can you improve your access to liquidity pools in an increasingly fragmented market?

Moderated By:
Chris White
, CEO, ViableMKTS

Erik Tumasz, Managing Director, Fixed Income Trading Technology, Wellington Management Company

Brett Chappell, Head of Fixed Income Trading, Nordea Investment Management

Stu Taylor, Chief Executive Officer, CEO, Algomi

Gherardo Lenti Capoduri, Head of Market Hub, Banca IMI

Sassan Danesh, Managing Partner, eTrading Software

Fixed income trading is being re-shaped, partly by regulation, and partly by innovation. On the sell side, regulation has led to a 70% drop in bond inventories, yet the stock of fixed income assets outstanding has doubled on the back of years of low interest rates. All in all, this has led to major liquidity shortages as fixed income traders have had to become accustomed to an era of trading in an environment dearth of liquidity. This panel, led by leading fixed income experts, will shed light on:
  • Evolution - How has liquidity evolved across the full trading spectrum over the last 12 months with new regulation, increased eTrading and new platforms? 
  • Partnerships - How can you leverage new relationships to improve your access to new liquidity pools in liquidity constrained markets? 
  • Innovation - How can technology be used to bring a fragmented liquidity market back together and build a more efficient eco-system? 
  • Verify - What measurements can you undertake to establish if you have actually improved your access to liquidity?
 Erik Tumasz
Erik Tumasz
Managing Director, Fixed Income Trading Technology
Wellington Management Company

Erik is the manager of the Fixed Income Trading Applications Team. Erik and his team ensure products, specifically the Global Trading System Fixed Income, are developed and enhanced in line with trading objectives and industry best practices. Erik provides functional leadership, driving product design while ensuring that WMC products are compell ...[Read More]

 Brett Chappell
Brett Chappell
Head of Fixed Income Trading
Nordea Investment Management

Brett has direct responsibility for five traders domiciled in Copenhagen. In Brett’s team, they are responsible for trading credit bonds, rates, CDS’s, IRD’s, repos, deposits and they manage money market portfolios, where they service several of Nordea’s portfolio managers scattered across the Nordic region. The overall goal of Brett’s team is t ...[Read More]

 Stu Taylor
Stu Taylor
Chief Executive Officer, CEO
Algomi

Stu is co-founder and CEO of Algomi. He was previously the Global Head of Matched Principal Trading at UBS, where he launched UBS PIN–FI – the first internaliser model in Fixed Income at a global investment bank, covering bonds and CDS. Prior to this, he held various senior roles in Fixed Income both at UBS and Merrill Lynch. Stu sits on the boa ...[Read More]

 Gherardo Lenti Capoduri
Gherardo Lenti Capoduri
Head of Market Hub
Banca IMI

Gherardo Lenti Capoduri is Head of Banca IMI’s Market Hub. He started his career in Financial Control, before moving into Trading at Citigroup. Here he gained extensive experience of both trading and quantitative research, and from 1999 became heavily involved in trading platforms and specializes in online trading, electronic trading platform, a ...[Read More]

Sassan Danesh
Managing Partner
eTrading Software

Moderated By:

 Chris White
Chris White
CEO
ViableMKTS

Chris has over 13 years experience in fixed income electronic business development and has pioneered several innovative market initiatives like the GSessions trading platform and corporate bond IOIs. Prior to founding ViableMkts, Chris has previously worked for MarketAxess, Barclays and Goldman Sachs.

...[Read More]

5:20 PM Chairperson’s closing remarks

Kevin McPartland, Head of Market Structure Research, Greenwich Associates

 Kevin McPartland
Kevin McPartland
Head of Market Structure Research
Greenwich Associates

Kevin McPartland is the head of the Greenwich Associates Market Structure and Technology practice. He has 15 years of capital markets industry experience with deep regulatory and technology expertise in fixed income, FX, and equity markets. Kevin has presented at a wide range of industry conferences and is quoted regularly in the financial media ...[Read More]

5:25 PM Cocktail Drinks Reception hosted by Citadel Securities