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 investors from all of the fixed-income disciplines. The practice focuses on areas such as market structure, regulatory reform, trading, technology, business models, compliance, central clearing, market data and operational issues impacting government bond, corporate bond, OTC swaps and other derivative, municipal, short-term securities, and mortgage-backed securities markets in the US, Europe and Asia.

Check out the incredible speaker line-up to see who will be joining Anthony.

Download The Latest Agenda

Summit Day 1

Friday, February 6th, 2015

14:00 360° Perspective: The Liquidity Race - What will be the determining factors on whether a new platform will survive and thrive?

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?

Summit Day 2

Friday, March 6th, 2015

08:50 Chairperson's Opening Remarks

09:00 All Star Panel: Price takers to price makers - As dealers retrench, where and how can you find reliable pricing?

One of the toughest tasks for buy side money managers is price discovery. With regulations resulting in a reduction in the amount of inventory that investment banks are holding, alongside the ongoing liquidity drought, the role of price makers is shifting to the buy side, as money managers take on the responsibility of price makers. Our all star panel on day two, representing all corners of the industry, will provide expertise on:

Moving from a price maker to a price taker - how is it done and how can you generate accurate and reliable pricing?
Does the buy side now need to act more as liquidity providers and price makers rather than takers as increased inventory now exists on buy side books?
Is there a sufficient market infrastructure to facilitate a buy side price making model?
Debate - Should the buy side be more regulated now as they act as price makers as well as takers?
With the buy side acting more as price makers and warehousing risk - is there enough liquidity in stressed market conditions so the buy side can move risk?

11:40 360° Perspective: Embracing a new mindset - How must the buy and sell side adapt to promote innovation and prosper in this new market structure?

As fixed income markets transform and the way you trade on a daily basis changes, many industry experts not only suggest that changes in technology and market structure is required, but also a change in mindset. With your roles and the way you plan and execute trades changing, new innovative ways of thinking and working also need to be adopted to help both the buy side progress and harness change. Attend this industry leading panel where they will discuss: 

How do both the buy side and sell side need to change behaviorally as innovation continues to revolutionize fixed income markets? 
How is automation changing the dialogue between portfolio managers and traders? 
How are buy and sell side firms adapting their trading and investment protocols to adapt and prosper in a changing market structure? 
Is a behavioral change needed to help unlock new liquidity and push innovation further across the market?

14:00 360° Perspective: Big data analytics - How can you tap into new data sources and make sense of all your data and to improve your investment strategies.

Although various fixed income asset types may appear to be good investment targets, analyzing the risks is vital to overcome the many challenges provided with new investment strategies. Therefore, the correct and proper use of data and analytics is bearing increasing importance across fixed income markets. During this session our expert panelists will provide insights on:

How do different market participants from the buy and sell side rank their data to establish effective trading recommendations?
What are the current limitations of market data and how can you overcome this to solidify your trading strategy?
How can a reliable information network be established which provides consistent ways to communicate data?
How to you ensure the data that is provided by third parties is managed properly and reliable to support your trading analysis?
How can data be distributed more efficiently across the entire fixed income value chain?

15:00 Conference Wrap-up: Resolving your biggest pain-points from the Fixed Income Leaders Summit 2016

Audience Participation

Our final session at the 2016 edition of the Fixed Income Leaders Summit will be designed by you. Throughout the two days, post a question regarding the biggest challenge you are currently facing to ensure it is addressed at the conference, and the most popular topics will be chosen by the audience for our panel of experts to provide insights on; make the most of this unique opportunity to shape the agenda yourself. Our knowledgeable panel will provide expertise on:

Execution
Technology
Strategy
Market
Structure
Regulation

Fixed Income Leaders USA 2016 (past event)