06 - 08 November, 2018
Beurs van Berlage, Amsterdam
44(0) 207 368 9540
Agenda Day 2
Track A8:00 am - 8:45 am Registration and Breakfast
8:00 am - 9:00 am Women in Trading Breakfast: Improving the position of women in the capital markets business- Covering everything from communications, self-branding and career progressionJulia Streets - CEO Streets Consulting Nicola White - Managing Director, Global COO FICC Citadel Securities Christine Kenny - Managing Director and Fixed Income Market Strategist Loomis Sayles and Company
Ø A boardroom discussion on professional skill development, building a personal brand, and getting ahead on the street
Ø Enhance your career by learning from, and being inspired by, some of Europe’s most successful and influential women leaders
Open to a maximum of 15 delegates- Breakfast to be served during this session
Nicola WhiteManaging Director, Global COO FICC
Christine KennyManaging Director and Fixed Income Market Strategist
Loomis Sayles and Company
8:50 am - 9:30 am Head Trader Keynote Panel: Redefining the execution champion- What are the three main characteristics that will define the success of a modern-day trading desk in the current fixed income market?David Bullen - Director Bullen Management Oscar Kenessey - Head of Trading, Fixed Income, Derivatives and Currencies NN Investment Partners Fabien Oreve - Global Head, Trading Candriam Investors Group Darren Moore - Head of Investment Grade, High Yield & EM Credit Trading, Global Trading Team Legal & General Investment Management Jatin Vara - Head of International Trading & Global Head of Emerging Markets Trading BlackRock
Ø What have been the practical implications of addressing MiFID II and how has this impacted buy side execution models?
Ø Redefining the role of a trader- How has the technological evolution reshaped traditional fixed income trading desks?
Ø What characteristics are now essential to help you survive and thrive in a post MIFID II world?
With greater buy side collaboration, what can the buy side now do to further influence the direction of fixed income markets?
Oscar KenesseyHead of Trading, Fixed Income, Derivatives and Currencies
NN Investment Partners
Fabien OreveGlobal Head, Trading
Candriam Investors Group
Darren MooreHead of Investment Grade, High Yield & EM Credit Trading, Global Trading Team
Legal & General Investment Management
Jatin VaraHead of International Trading & Global Head of Emerging Markets Trading
9:30 am - 10:10 am CIO Keynote Panel: Assessing the top 5 investment trends that will dominate fixed income markets in 2019- Is it the end of the bull run?David Saab - Managing Director JP Morgan Private Bank Luis Carvalho - Head of Investments Credito Agricola Gest Chris Iggo - Chief Investment Officer and Head of European and Asian Fixed Income AXA Investment Management Eric Brard - Global Head of Fixed Income Amundi Asset Management Scott Thiel - Deputy CIO of Fundamental Fixed Income & Head of Global Bonds BlackRock Bill Street - Head of Investment (CIO) EMEA State Street Global Advisors
Ø How can you best respond to a rising rates in both Europe and the US to come out on top in a new environment?
Ø Diversification and risk reduction- What are the drivers for a successful portfolio over the next 12 months and how can you position yourself?
Ø Risk vs. reward- Where are the opportunities for fixed income investing in 2018 and what are the factors that drive these?
How can you apply ‘out of the box’ thinking to drive your fund business and generate returns for your investors in an increasingly complex environment?
David SaabManaging Director
JP Morgan Private Bank
Luis CarvalhoHead of Investments
Credito Agricola Gest
Chris IggoChief Investment Officer and Head of European and Asian Fixed Income
AXA Investment Management
Eric BrardGlobal Head of Fixed Income
Amundi Asset Management
Scott ThielDeputy CIO of Fundamental Fixed Income & Head of Global Bonds
Bill StreetHead of Investment (CIO) EMEA
State Street Global Advisors
10:10 am - 10:30 am Regulatory Keynote: Myth or reality- MiFID III and the potential for more regulatory reform; What can you expect going into 2019 and how will this impact fixed income markets?Dr. Kay Swinburne - MEP, Member of Economic and Monetary Affairs European Parliament
Ø How can regulators use the increased data from their own reporting rules to make further tweaks to MiFID II?
Ø The globalization of MiFID II- What are the extraterritorial impacts of MiFID II and how are the rules aligning between EU and US jurisdictions?
Ø Brexit vs. MiFID II- What changes are necessary for MiFID II to cope with Brexit?
MIFID III: Why should you start considering this now and what should you expect from further reform?
Dr. Kay SwinburneMEP, Member of Economic and Monetary Affairs
10:30 am - 10:50 am Special Guest Speaker: Overcoming behavioural biases and ‘muscle memory’ to drive a cultural shift in fixed income markets- How can you achieve this to improve trader performance and make smarter decisions?
Ø Exploring the relationship between behavioural biases and fixed income investing- How can a behavioural shift be achieved to help traders and investors make smarter decisions?
Ø The people, the mechanics and the processes- What changes in the traditional characteristics of the fixed income market means a cultural change is essential to drive forward the evolution of the market?
Ø Moving from idea to implementation- How can you tease out your investment biases and preferences to improve your investment performance?
Interview techniques, hiring and people coaching- Advice on how to move away from to drive high performance and a cultural change
10:50 am - 11:20 am Morning Refreshment Break
FinTech - Beyond The Incumbents
11:20 am - 11:40 am FinTech Keynote: Financial market disruptors- How is FinTech going to reshape the financial markets ecosystem and how can you benefit from this generational change?Mark Whitcroft - Founding Partner Illuminate Financial Management
Mark Whitcroft, Founding Partner, Illuminate Financial Management
Illuminate Financial is a London-based venture capital firm with a global mandate, exclusively focused on financial technology that benefits capital markets participants. Prior to Illuminate, Mark spent eleven years in various capital market roles at HSBC and Deutsche Bank based in London, Hong Kong, Singapore and New York. He has been investing in FinTech companies since 2010 and has worked at a number of FinTech start-up accelerators.
Ø Which types of technological innovation do we expect to transform capital markets in the next 10 years and how can you capitalise on this to get ahead of the curve?
Ø Bridging the gap- Identifying the problems faced and how you can match them to the game-changing solutions from small early stage companies
Ø How and why should you take advantage of the innovative, lower cost and highly scalable solutions offered by newer and more entrepreneurial suppliers
Avoid the FinTech hype – How can firms distil the signal from the noise?
Mark WhitcroftFounding Partner
Illuminate Financial Management
11:40 am - 12:00 pm Blockchain Keynote: The future is now- How have Nivaura executed, cleared and settled trades on current public Blockchain infrastructure and what does the future hold for this technology?Avtar Sehra - CEO and Chief Product Architect Nivaura
Avtar Sehra, CEO and Chief Product Architect, Niavura
Ø Blockchain 101- How does this technology work, how can you use it and what potential does it have to affect the current capital markets ecosystem?
Ø Reducing reliance on the clearing system- What does blockchain offer and how have trades already been settled outside the traditional clearing and settlement structure in a legal manner?
Ø Assessing future potential- How is this technology being implemented in capital markets now and what are the timelines to upgrade and scale the technology in a live environment?
Bringing blockchain to the mass market- What are the current deficiencies around scalability and how can they be overcome?
Avtar SehraCEO and Chief Product Architect
12:00 pm - 12:40 pm FinTech Dragons’ Den: Get a sneak peek into the most innovative FinTech offerings to see how they can help you solve some of your biggest pain pointsMiles Kumaresan - Global Head of Trading & Fintech Nordea Asset Management Cathryn Lyall - Co-Founder Seismic Foundry John Greenan - Front Office Trading Technology Consultant Alignment Systems Julia Streets - CEO Streets Consulting Jonathan Wolfson - CEO Adaptable Tools Daryl Bowden - Chairman and Founder Glia Ecosystems Augmented Intelligence James Flavin - Founder and CEO KiteEdge
Join our fixed income dragons during this exciting ‘Dragon’s Den’ style session, where you will hear from three new and innovative start-up FINTECH firms as they present their offerings in a bid to win first place. Listen up as the ’dragons’ review the technologies’ benefits to your business, predict their future success and deliver their verdicts. The ultimate decision is in your hands though, as the audience get to vote for their favourite. Will you find the next big thing?
Miles Kumaresan, Global Head of Trading & Fintech, Nordea Asset Management
Cathryn Lyall, Co-Founder, Seismic Foundry
John Greenan, Chief Executive Officer, Alignment Systems
Julia Streets, Director, Streets Consulting
Data Flows- Jonathan Wolfson, CEO, Adaptable Tools
Augmented Intelligence-Daryl Bowden, Chairman and Founder, Glia Ecosystems Augmented Intelligence
Search Technology- James Flavin, Founder and CEO, KiteEdge
Miles KumaresanGlobal Head of Trading & Fintech
Nordea Asset Management
John GreenanFront Office Trading Technology Consultant
Daryl BowdenChairman and Founder
Glia Ecosystems Augmented Intelligence
James FlavinFounder and CEO
12:40 pm - 1:00 pm Special Guest Speaker: The City of London in a post Brexit world- What will life outside the bloc look like and what will be the implications for both EU and UK firms? Anthony Hilton, Financial Editor, London Evening StandardAnthony Hilton - Financial Editor Evening Standard
Ø An update on the UK Governments transition deal- Where are we now and what are the current plans for the City of London and capital markets?
Ø Setting the contingency plan- How are UK firms positioning themselves for life outside the European Union?
Ø What steps can the UK government take to retool their capital system by developing and implementing a plan for their capital markets?
Ø How is Brexit going to reshape the wider European capital markets landscape and what impact will this have on both EU and UK firms?
Anthony HiltonFinancial Editor
1:00 pm - 2:00 pm Lunch and Networking Break
1:00 pm - 2:00 pm Buy Side Private Lunch Hosted By TrueQuote
Track A: Technology Setting The Standards In FICC eTrading2:00 pm - 2:20 pm Industry Perspective: Setting standards in FICC eTrading- Outlining what constitutes acceptable conduct in increasingly electronic fixed income markets Mark Yallop - Chair FICC Markets Standards Board
Ø What codes and conduct should you be following when partaking in increased eTrading?
Ø European bond issuance- What steps are being taken to enhance the fairness and effectiveness of the new issue process for all participants?
Ø What steps are the FMSB taking to help improve price transparency in FICC markets?
Ø eTrading code of conduct- With electronification growing in FICC markets how can you ensure you are continuing to adhere to regulation and the code of conduct?
FICC Markets Standards Board
Track A: Technology Setting The Standards In FICC eTrading2:20 pm - 3:00 pm 360 Perspective: Turning the regulatory challenge into opportunity- How can you use MiFID II to set yourself apart from your competitors? Rebecca Healey - Head of EMEA Market Structure and Strategy Liquidnet Phillipe Guillot - Markets Director Autorité des Marchés Financiers AMF
Track B: Trading Building A Winning Trading Team2:00 pm - 2:20 pm Fireside Chat: How to embrace diversity and inclusion to enrich the workplace and make this your competitive advantage Julia Streets - CEO Streets Consulting
Ø Assessing what diversity and inclusion means in capital markets- Why is this such a big issue and how can it be addressed?
Ø More than just a tick-box exercise- Why is embracing diversity proven to deliver better results?
Ø How can you tap into different skillsets and backgrounds and what advantages does this bring with so many external factors changing in fixed income markets?
Build. Winning team- How to make sure you have the right skillsets and the best talent at your disposal to be as successful as possible?
Track B: Trading Building A Winning Trading Team2:20 pm - 3:00 pm 360 Perspective: Building the next generation trading team- What skillsets are now essential for a modern-day trader to thrive in the highly data-driven and automation-led landscape? John Greenan - Front Office Trading Technology Consultant Alignment Systems Julien Raimbault - Investments COO & CDO La Banque Postale Asset Management Jim Switzer - Head of Credit Trading Alliance Bernstein
Ø Trader evolution- What does increased electronic trading mean for trader skillsets and the future of their role?
Ø Addressing the digital skill gap and the need to innovate- What skills should you now be looking for when hiring for the future?
Ø Combining technological know-how, trading and risk management skills- What makes a modern-day trader?
Ø How has increased use of algorithms and automation affected trading teams and how can you prepare for further eTrading growth?
What new roles and job titles need to be developed on the buy side to keep up with the pace of change across fixed income?
John GreenanFront Office Trading Technology Consultant
Julien RaimbaultInvestments COO & CDO
La Banque Postale Asset Management
Jim SwitzerHead of Credit Trading
Track C: Investments Prospering In A New Era for Emerging Markets2:00 pm - 2:20 pm Fireside Chat: Improving eTrading standards in Emerging Markets- What are the best ways for improving your access to illiquid markets? Jonathan Lee - Head of Credit Trading Hermes Investment Management
Ø Assessing the drivers for both primary and secondary emerging markets in 2019- How can you capitalise on these?
Ø eTrading in emerging markets- How are buy side heads approaching EM and what steps are they taking to access liquidity?
Ø How can new eTrading tools give you greater transparency and ease-of-use when dealing with EM markets?
Ø Setting up portfolios in new emerging markets- How can efficiencies be improved when gaining access to local markets?
Measuring liquidity- How can you do this in EM to best determine the spread you should demand and different issue sizes?
Jonathan LeeHead of Credit Trading
Hermes Investment Management
Track C: Investments Prospering In A New Era for Emerging Markets2:20 pm - 3:00 pm 360 Perspective: Identifying the winners and losers in EM investing- Where will you find the most profitable havens in 2019? Thanos Papasavvas, CFA - Founder and CIO ABP Invest and former Strategisy / Investec Asset Management Shahzad Hasan - Portfolio Manager Allianz Global Investors Brigitte Posch - Managing Director, Global Head of Emerging Markets Corporates Barings Arvind Chari - Head - Fixed Income & Alternatives Quantum
Ø Geo-politics, internal policies and elections- How has the 2018 landscape impacted EM investing?
Ø The outlook for 2019 and performance of macroeconomic indicators- Inflation, interest rates, GDP, exchange rates and the effect this will have on EM
Ø Hard currency and local currency markets- Where do the best opportunities lie in EM investing in the year ahead?
Ø Commodity markets, cheap labour, distressed debt, dictators, political instability and many more- What EM themes will dominate the agenda over the nest 12 months?
Shahzad HasanPortfolio Manager
Allianz Global Investors
Brigitte PoschManaging Director, Global Head of Emerging Markets Corporates
Thanos Papasavvas, CFAFounder and CIO
ABP Invest and former Strategisy / Investec Asset Management
Arvind ChariHead - Fixed Income & Alternatives
Track D: Workshop The Future Of Clearing Maximum 20 buy side delegates2:00 pm - 2:40 pm Workshop: Improving efficiencies in clearing- How to How to consolidate your workflow and partners to cost-effectively manage your clearing obligations
Ø Moving from a bilateral model- what innovations are coming to the fore in the cleared space and how can you reap the benefits?
Ø Fragmentation vs. competition- With the potential of opening up competition in the European clearing space, what are the pitfalls and benefits this can present to buy side firms?
Ø Becoming a direct clearing member- How does this model work and in what circumstances does it make sense for a buy side house to do this?
Ø The future of OTC- What voluntary developments are coming to the market and what other products can realistically move to a clearing model?
3:00 pm - 3:30 pm Crystal Ball Gazing: The 10 year view on capital markets- What does the future hold and how will the market function in 2028?
Ø Rise of the Machines- Where is human interaction now needed in the trading process?
Ø MiFID III- What have been the intended and unintended consequences?
A decade on from Brexit- Did it play out how we expected?