Fixed Income Leaders 2018

November 06-November 08, 2018

Beurs van Berlage, Amsterdam

44(0) 207 368 9540

2017 Technology Evaluation Agenda Day

Tuesday 7th November 2017

Buy Side Only eTrading Evaluation Day- Tuesday 7th November 2017

9:00 AM - 9:40 AM Registration

9:40 AM - 9:45 AM Welcome Address: Oliver Kirkbright, Fixed Income Leaders Summit Director, WBR

9:45 AM - 9:50 AM Chairperson’s Opening Remarks:

David Bullen, Director, Bullen Management

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David Bullen

Director
Bullen Management

Establishing The Right Partners For You

9:50 AM - 10:20 AM Buy Side Leader Interviews: Establishing the buy side needs- What technology and protocols are now essential in a post MiFID II world and how can you establish who to partner with?

David Bullen, Director, Bullen Management Alex Sedgwick, Head of Fixed Income Market Research, T. Rowe Price Christoph Hock, Global Head of Trading, Union Investments
  • The platform paradigm- How can you establish which initiative you should be supporting and why?
  • When evaluating platforms, what are the key areas you should be testing and looking out for?
  • What different platform models can help you prosper in a new electronic environment?
  • How can you establish what platform is best suited to fit into your current workflow?

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David Bullen

Director
Bullen Management
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Alex Sedgwick

Head of Fixed Income Market Research
T. Rowe Price
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Christoph Hock

Global Head of Trading
Union Investments

10:20 AM - 10:40 AM Former Buy Side Interviews: The view from the ‘other’ side- How have former buy side heads transitioned to the technology provider universe?

David Bullen, Director, Bullen Management Christophe Roupie, Head of Europe and Asia, MarketAxess and TRAX Stephen Grady, former Global Head of Trading at Legal & General and now Head of Market Structure and Strategy, IPREO


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David Bullen

Director
Bullen Management
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Christophe Roupie

Head of Europe and Asia
MarketAxess and TRAX
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Stephen Grady

former Global Head of Trading at Legal & General and now Head of Market Structure and Strategy
IPREO

10:40 AM - 11:00 AM Keynote: Fixed Income Execution under MiFID II – Which MiFID II compliant execution options are available to the buy-side?

Mike Thorpe, Managing Director, Head of European Sales, Tradeweb
  • What has gone wrong for the platforms that have already failed and how can you be aware of this when evaluating new initiatives?
  • Why do some platforms fail liquidity and the critical mass?
  • More than just liquidity- What else is critical for the potential success of a new platform?
  • What are the key success factors that will outline the success of a new platform?

Mike Thorpe

Managing Director, Head of European Sales
Tradeweb

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Charlie Campbell-Johnston

Director, Head of Integration and Workflow Solutions
Tradeweb
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Herb Werth

Managing Director, Global Head of Buy Side Product Strategy and Marketing
IPREO

David Wright

Global Head of MSET FX
Morgan Stanley

11:10 AM - 11:25 AM Refreshment Break

Broadening Access To Liquidity

11:25 AM - 12:55 PM Platform Presentations: What trading protocol is each platform promoting and how can it improve your access to liquidity?

Listen to a 10 minute innovation pitch from each platform to fully understand:
  • Trading protocol promoted
  • USP
  • Buy side adoption rates

12:55 PM - 1:35 PM Lunch and Networking Break

1:35 PM - 4:25 PM Drill Down Roundtables: Evaluate the newest platform offerings with your 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

4:25 PM - 4:40 PM Refreshment Break

Enhancing Your Technological Capabilities

Workshop 1

4:40 PM - 5:40 PM Workshop 1: FI trading automation – what is both desirable and achievable?

Charlie Campbell-Johnston, Director, Head of Integration and Workflow Solutions, Tradeweb

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Charlie Campbell-Johnston

Director, Head of Integration and Workflow Solutions
Tradeweb

Workshop 2

4:40 PM - 5:40 PM Workshop 2: Managing Macro liquidity – Evaluating execution solutions to help perform in an ever-changing trading environment

Jian Chen, Head of Quantitative Solutions and Innovations, Morgan Stanley Han Lee, Global Head of Macro Strats, Morgan Stanley

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Jian Chen

Head of Quantitative Solutions and Innovations
Morgan Stanley
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Han Lee

Global Head of Macro Strats
Morgan Stanley

Workshop 3

4:40 PM - 5:40 PM Corporate New issuance - Are we evolving?

Herb Werth, Managing Director, Global Head of Buy Side Product Strategy and Marketing, IPREO

Herb Werth

Managing Director, Global Head of Buy Side Product Strategy and Marketing
IPREO

5:40 PM - 7:00 PM Fixed Income Leaders Summit Welcome Drinks Reception

Taking place at the Tobacco Theatre, NES 75 – 87 Amsterdam