24 - 25 April, 2019
Palais des Congrès de Paris
Day 1: Wednesday 24th April 2019
8:40 am - 9:00 am KEYNOTE BUY SIDE ADDRESS: ‘Leading the way through change – how can you create a dynamic team structure and trading strategy that encourages constant innovation and adaptability to growth on a global scale?'Richard Parsons - CEO, Instinet Europe Supurna VedBrat - Global Head, Trading, BlackRock
- What skill set is required from the trading floor now compared to the last decade? How has your trading team had to adjust?
- How has the Blackrock global trading team benefited from diversity and in getting teams to think differently- what can this really bring to your organisation?
- What are most leadership teams missing regarding talent and skill set?
- How can you attract and integrate diversity into leadership to better groom your talent?
- How has Blackrock leveraged a dynamic organisational structure and leadership to create a global solution to the market?
Supurna VedBratGlobal Head, Trading
9:00 am - 9:40 am MARKET STRUCTURE LEADERS PANEL: The paradigm shift - how are changes in market structure, liquidity and new products altering the way you interact with your counterparts across the value chain?Lynn Challenger - Global Head, Trading and Order Generation UBS AM O’Connor Mark Pumfrey - Head of EMEA, Global Head of Sales, Liquidnet Richard Semark - Head, European Client Strategy and Head of UBS MTF, UBS James Hilton - Head of Sales, EMEA, for Advanced Execution Services (AES), Credit Suisse Tony Shaw - Executive Director, London Office, SIX James Baugh - Head, EMEA Market Structure, Citgroup
- How are the buy side using new trading venues, managing resourcing constraints and keeping up to date with a constantly changing market structure?
- How are brokers truly diversifying and innovating? Do their product changes match with what’s required by the market?
- With broker specialisation, will there be aspects of the market not covered? What does this mean for your access to liquidity?
- How is the rising cost of execution impacting the buy side’s broker choice? What is the impact on the services provided they them?
- How has connectivity changed post MiFID II, especially when partnering with tier 2 and 3 brokers? What does this mean when accessing new sources of liquidity?
- Has increased transparency really changed how reliant the buy side are on the sell side? If not, why?
Lynn ChallengerGlobal Head, Trading and Order Generation
UBS AM O’Connor
Mark PumfreyHead of EMEA, Global Head of Sales
Richard SemarkHead, European Client Strategy and Head of UBS MTF
James HiltonHead of Sales, EMEA, for Advanced Execution Services (AES)
Tony ShawExecutive Director, London Office
James BaughHead, EMEA Market Structure
9:40 am - 10:15 am ALL STAR PANEL: How have market makers, SIs and alternative liquidity sources advanced in light of more robust pre-trade transparency, improved price efficiency and rigorous best execution demands and are the buy side asking their brokers the right questions to remain compliant?Joe Kassel - Global Head of Dealing & Exposure Managemen AMP Capital Slawomir Rzeszotko - Head, Institutional Sales & Trading, Jane Street Rick van Leeuwen - Head, Institutional Trading, IMC Kjelle Blom - COO, Optiver Adriano Pace - Managing Director, Head of Equities EU, Tradeweb Tilman Lueder - Head, Securities Markets Unit, DG FISMA, Securities Markets, European Commission
- How has the SI market evolved from 2018 into 2019? What are the data and regulators saying about SIs ability to adhere to best execution requirements?
- How does current SI behaviour align with buy side requirements? How can market making mechanisms be detected and prevented?
- What are the best strategies to access all SI’s and match in a more streamlined, straight forward way?
- Are Sis and ALPs really providing new liquidity and if so how?
- What are the new ALPs offering and how are they different? How can there quality best be compared and evaluated?
- Where are the buy side falling short when trying to understand and evaluate their SI use?
Joe KasselGlobal Head of Dealing & Exposure Managemen
Slawomir RzeszotkoHead, Institutional Sales & Trading
Rick van LeeuwenHead, Institutional Trading
Adriano PaceManaging Director, Head of Equities EU
Tilman LuederHead, Securities Markets Unit, DG FISMA, Securities Markets
10:15 am - 10:50 am Morning break
10:15 am - 10:55 am Credit Suisse private workshop Invite only
10:50 am - 11:25 am ALL STAR PANEL- BUY SIDE & SELL SIDE INSIGHT: Evaluating the difference between key liquidity providers– how to build an effective plan to determine who is best to use, when and why?Matthew McLoughlin - Partner, Head of Trading, Liontrust Simon Dove - Head, Liquidity Management, Tower Research Capital Europe Jigar Patel - Global Head, Business Development, XTX Markets Jonathan Finney - Director, European Business Development, Citadel Securities
- What are the differences with the various SI models and ALPs? Business models, commission structures and offerings evaluated
- How can the market truly action the data now provided to drive best execution and how are brokers/providers aiding this transparency?
- How can you monitor activity and really know what behaviour is (good or bad) and how are the regulators really surveying them?
- What are the current and future efforts for the buy side and providers to work better together to obtain and analyse this data?
- How can the buy side build a standardised evaluation profile for bank/brokers/market maker/ SIs?
- How are providers reporting activity and disclosing who is on the other side?
Matthew McLoughlinPartner, Head of Trading
Simon DoveHead, Liquidity Management
Tower Research Capital Europe
Jigar PatelGlobal Head, Business Development
Jonathan FinneyDirector, European Business Development
11:25 am - 11:40 am REGULATORY KEYNOTE FIRE SIDE CHAT: Has MiFID II met expectations? Have European securities markets evolved for better or worse?Tilman Lueder - Head, Securities Markets Unit, DG FISMA, Securities Markets, European Commission
- What can be deduced from the pre and post trade data generated from MiFID II reporting and is this as expected by the regulators?
- How has the double volume cap affected equity trading in the EU? What are the most innovative trading protocols currently available to the buy-side? Are they all MiFID II compliant?
- Has MiFID II given rise to better execution, has it lowered the cost of executing a trade and made EU securities markets more competitive?
- How are the regulators going to use MiFID II market data this information to continue to drive market transparency and efficiency?
- What future initiatives might be necessary to provide for more innovation and more competitive markets (CMU)?
Tilman LuederHead, Securities Markets Unit, DG FISMA, Securities Markets
11:40 am - 12:30 pm ALL STAR PANEL: A brave new world for capital markets – what does it take to thrive in the ever evolving global trading environment where innovation, transformation and renewal wins?Mark Spanbroek - Chairman FIA European Principal Traders Association (EPTA) Rick Lacaille - Global Chief Investment Officer, SSGA Duncan Higgins - Managing Director, Head, Electronic Sales, ITG Simon Taylor - Head of Electronic Execution, Equities, SEB Matthew Cousens - Managing Director, Head, Equity Execution Sales, EMEA, Barclays Steve Williams - General Manager, Fixnetix Antoine Bisson - Head, Execution, Exane BNP Paribas
- Where are the opportunities being seen in the market given the constantly evolving regulatory landscape and how are the leading brokers preparing for long term survival?
- Given commission squeezes, what is now required from broker services and how does this look to change over the next 5 years?
- What does innovation look like from the broker and trading community regarding new product offerings, market coverage, market structure insight etc.?
- Given growing restrictions on balance sheets and handling risk, how will they continue to manage profit margins, maintain quality of services and truly compete in this increasingly competitive market?
- How does differentiation and specialism play into the evolving asset management and broker/execution landscape and what do the winners look like?
FIA European Principal Traders Association (EPTA)
Rick LacailleGlobal Chief Investment Officer
Duncan HigginsManaging Director, Head, Electronic Sales
Simon TaylorHead of Electronic Execution, Equities
Matthew CousensManaging Director, Head, Equity Execution Sales, EMEA
Steve WilliamsGeneral Manager
Antoine BissonHead, Execution
Exane BNP Paribas
12:30 pm - 1:10 pm DIVERSITY ALL STAR PANEL: Benefiting from diversity and inclusion on your desk – what is the perfect recipe for hiring, training and retaining top talent in today’s highly competitive market conditions?Sharon Persia - Chief of Staff for Global Equities UBS Supurna VedBrat - Global Head, Trading, BlackRock Fabien Oreve - Global Head, Trading, Candriam Alison Hollingshead - Head of Transformation, Man Group Andreas Wollheim - Head, Trading and Treasury, SEB Asset Management Alexandra Foster - Director, Insurance, Wealth Management & Financial Services, BT
- Defining diversity – what does it mean for different organisations?
- Matching skill set, talent development and organisation objectives- what are the real challenges this industry faces and how are things changing?
- How can the trading role be made as a more attractive career route to more diverse groups?
- What is the newer skill set requirements for successful trading desks and how can diversity fit into this?
- Practical examples of how to refine the recruitment, hiring and retention lifecycle? How can you do this when under extreme time constraints?
- What still needs to be done for your desk and what are the next steps?
Sharon PersiaChief of Staff for Global Equities
Supurna VedBratGlobal Head, Trading
Fabien OreveGlobal Head, Trading
Alison HollingsheadHead of Transformation
Andreas WollheimHead, Trading and Treasury
SEB Asset Management
Alexandra FosterDirector, Insurance, Wealth Management & Financial Services
1:10 pm - 2:10 pm Lunch & Move into streams
1:10 pm - 2:10 pm Diversity and inclusion working group lunch- how to attract, train and retain a more a more diverse and inclusive workforce to thrive in the new market order?
Limited to 40 contributors so email Susie.firstname.lastname@example.org to reserve your space.
- How can you and the industry better encourage women to join asset and fund management roles?
- Given the current trading market, how can market participants encourage change whilst lowering the fear involved? – practical examples on successes
- What are the measurable and non quantifiable benefits currently seen from having a truly diverse work force?
- The generational shift - Where trading is not seen as a technological role, how can you change this?
Hosted by: UBS
STREAM A: Applying Smart Trade Analytics2:10 pm - 2:30 pm FIRE SIDE CHAT: Establishing a systematic trading approach in 2019 - how can you succeed in the search of quants and put into place the required infrastructure?
- What is needed on the desk to ensure sufficient and good quality data feeds from the portfolio manager into a smart trade?
- What are the improvements needed to improve this infrastructure and process?
- Regarding costs, does it make sense to become systematic- if not, why?
- How is technology currently serving the quant trading function?
- Practical examples of how systematic trading has improved strategy selection, including segmenting flow, automating and integrating risk flow
STREAM A: Applying Smart Trade Analytics2:30 pm - 3:05 pm DISCUSSION PANEL: Intelligent TCA - how are current tools being optimised to carry out more detailed pre and post trade data analysis and aid in better data visualisation? Ross Hallam - Head , Trading, RBC Global Asset Management Mark Ford - Head of Product, LiquidMetrix Robin Mess - Co-Founder & CEO, big xyt Michael Richter - Director of Transaction Cost Analysis, IHS Markit Mike Googe - Product Manager, Transaction Cost Analysis, Bloomberg L.P.
- How to work better with your current providers to get the analytical capabilities you need
- What are the developments with cross-asset capabilities and what strategy is best? One-stop-shop or provider for each asset class?
- How are venue analytics developing to be more visual and easy comprehensive?
- Actioning the data collated – what are the true capabilities of the data provided?
Ross HallamHead , Trading
RBC Global Asset Management
Mark FordHead of Product
Robin MessCo-Founder & CEO
Michael RichterDirector of Transaction Cost Analysis
Mike GoogeProduct Manager, Transaction Cost Analysis
STREAM A: Applying Smart Trade Analytics3:05 pm - 3:40 pm DISCUSSION PANEL: What OMS and EMS type and combination does your desk need to thrive in a market with increasingly complex order flows, multiple venues, and aggregated trades? Joe Collery - Head, Trading Comgest AM Cathy Gibson - Head, Dealing, Royal London Asset Management Alun Cutler - Director Product Management EMEA, Charles River Development Andrew Mahoney - Head of Sales, FlexTrade Chris Hollands - Head, European Sales, TS Matthew Reid - Product Director, SimCorp
- How can current OMS systems integrate with your IT system to feed more information into the EMS, and what needs to be improve?
- What are the considerations regarding investing in separate OMSs for different asset classes vs a multi-asset OMS?
- How do current platforms meet global organisational needs as well as the trading and portfolio management needs? What is missing?
- What needs to happen to work better with the providers- what are their current limitations and what’s being done to overcome them?
Cathy GibsonHead, Dealing
Royal London Asset Management
Joe ColleryHead, Trading
Alun CutlerDirector Product Management EMEA
Charles River Development
Andrew MahoneyHead of Sales
Chris HollandsHead, European Sales
Matthew ReidProduct Director
STREAM B: Exploiting New Trade Execution Trends2:10 pm - 2:30 pm FIRE SIDE CHAT: How can leveraging alternative data sources help you make more profitable business decisions and who are the companies offering true innovation? Olga Kokareva - Head, Data Sourcing and Strategy, Quantstellation Anthony Belcher - Head, ICE Data Services (EMEA), Intercontinental Exchange
- Outside of investment and banking, where are the successes?
- How to evaluate what’s hype and what’s not?
- What are the more established market data providers doing to compete against the new players?
- What are the full capabilities that having unique data sources that are actioned smartly in outperformance?
- How can both the buy and sell side can win if they leverage new data sources?
Olga KokarevaHead, Data Sourcing and Strategy
Anthony BelcherHead, ICE Data Services (EMEA)
STREAM B: Exploiting New Trade Execution Trends2:30 pm - 3:05 pm DISCUSSION PANEL: Smart venue analysis – how can you discover a deeper understanding of order routing and rationale to improve access to liquidity? Remco Velida - Senior Equity Trader and Investment Manager, PGGM Investments Michael Mollemans - Head, Global Market Structure & Analytics, Pavilion Global Markets Joe Everitt - Managing Director, Stifel
- How do more advanced venue analysis tools allow for true differentiation between pre and post trade execution costs?
- How are organisations refining and more deeply analysing the type of algos they trade?
- How is AI and machine learning being applied in routing strategies- what needs to be improved?
- What are the costs and requirements on the team given market regulations to apply such tools?
Remco VelidaSenior Equity Trader and Investment Manager
Michael MollemansHead, Global Market Structure & Analytics
Pavilion Global Markets
Joe EverittManaging Director
STREAM B: Exploiting New Trade Execution Trends3:05 pm - 3:40 pm OXFORD STYLE DEBATE: Outsourcing your execution services is the most time and cost effective way to ensure best execution and compliance in today’s trading landscape- For and Against Glenn Poulter - Head, Business Development, Global Markets Northern Trust Capital Markets Karen Zachary - Chief Operating Officer, CRUX Asset Management David Miller - Head Trader, EMEA Equities, Invesco Greg Faragher-Thomas - Director, Alpha Financial Markets
- How are broker lists changing and what combination is now required to ensure high quality market coverage?
- How are brokers demonstrating true value- add given the growing consolidation and competition in the market?
- What level of relationship is now needed post MiFID II between the buy and sell side, especially regarding data?
- How are small and mid sized brokers stepping up? How are they specialising/ differentiating?
- How can you best apply broker selection according to current client relationships and data feedback?
- Can you still outperform with a smaller broker list? If so, how?
Glenn PoulterHead, Business Development, Global Markets
Northern Trust Capital Markets
Karen ZacharyChief Operating Officer
CRUX Asset Management
David MillerHead Trader, EMEA Equities
Alpha Financial Markets
STREAM C: Leveraging AI and Automation2:10 pm - 2:30 pm OUT OF INDUSTRY INSIGHT: AI - who is actually using it and where is the real value seen for the trading desk? Nir Vulkan - Associate Professor of Business Economics, Saïd Business School, University of Oxford
- What is AI and what can the finance industry learn from other industries regarding potential applications?
- What is the true commercial benefit within trading and the broader investment function?
- What is the Man Institute doing regarding algo trading and development?
- Overcoming the fear of AI takeover – how are humans fighting back and repositioning their value add?
- How can these technologies be leveraged by companies of all sizes and budgets?
Nir VulkanAssociate Professor of Business Economics
Saïd Business School, University of Oxford
STREAM C: Leveraging AI and Automation2:30 pm - 3:05 pm DISCUSSION PANEL: AI and automation in trading – how to approach it in a sensible and cost effective way? Jon Glennie - Global Head of Equities Trading Technology, JP Morgan Asset Management Philip Fry - VP Product Strategy, Verint Frank Steffen - Managing Director & Co-Founder, CapTec Partners Shary Mudassir - Managing Director, Co-Head Global Equities Execution, RBC Capital Markets Alexandru Agachi - COO, Empiric Capital
- What is real AI and how has this definition evolved over the past decade?
- What parts of the trading process can and can’t be automated? What is expected for the future?
- How is automation being leveraged within compliance, and how can this aid and drive efficiency of data capture and real-time execution?
- How can automation improve lifecycle management of the whole investment process and what does this free traders up to do? Where can this value add be created?
- What risk controls need to be in place and how does this work in practice?
- What does automation free up traders to do? Where can this value add be created?
Jon GlennieGlobal Head of Equities Trading Technology
JP Morgan Asset Management
Philip FryVP Product Strategy
Frank SteffenManaging Director & Co-Founder
Shary MudassirManaging Director, Co-Head Global Equities Execution
RBC Capital Markets
STREAM C: Leveraging AI and Automation3:05 pm - 3:40 pm DISCUSSION PANEL: How to achieve scalability to enhance trade performance with future-proofed technology investments Antish Manna - Head, Execution Research, Man GLG, Man Group John Adam - SVP, Global Director of Portfolio Management and Trading Solutions, FactSet Mark Barrett - CEO and Co-Founder, Adaptive Financial Consulting Basil Moftah - Chief Revenue Officer, Symphony
- What is the best approach to remain active and push ideas through the tech stack when needed in a timely/efficient manner?
- What is the realistic balance between head count and technology given the current requirements for more systematic trading? What does this look like in practice and how can this be achieved?
- How to overcome challenges with legacy systems?
- What are the bigger organisational shifts that need to happen to make this change possible?
Antish MannaHead, Execution Research
Man GLG, Man Group
John AdamSVP, Global Director of Portfolio Management and Trading Solutions
Mark BarrettCEO and Co-Founder
Adaptive Financial Consulting
Basil MoftahChief Revenue Officer
STREAM D: Trading Innovation Working Groups (buy side only)2:10 pm - 2:40 pm SPOTLIGHT ON NEW TECHNOLOGY: Evaluate the latest and greatest technology innovations that will define the future of your desk Chris Jenkins - Managing Director Tora Trading
(Discuss and debate for 30 mins with the newest technology providers in the trading/execution and analytics space what their solution is, how it works and how it is relevant to you and your business. Max 15 people per table. Register early to not miss your space- email@example.com)
TABLE 1: TCA provider
Chris JenkinsManaging Director
STREAM D: Trading Innovation Working Groups (buy side only)2:40 pm - 3:10 pm SPOTLIGHT ON NEW TECHNOLOGY: Evaluate the latest and greatest technology innovations that will define the future of your desk
TABLE 2: Alternative Liquidity provider
STREAM D: Trading Innovation Working Groups (buy side only)3:10 pm - 3:40 pm SPOTLIGHT ON NEW TECHNOLOGY: Evaluate the latest and greatest technology innovations that will define the future of your desk
TABLE 3: TCA/data analysis provider
STREAM E: Interactive Boardrooms &Workshops (max 15 persons)2:10 pm - 3:05 pm CREATIVE BOARDROOM: How has MiFID II impacted investment and operational budgets and how can you build an effective budget tracker to ensure continued alpha generation? Lydia Buttinger - Global Head, Regulatory Engagement and Risk Governance, Aberdeen Standard Investments
- How do brokers now compare given the split of execution and research payments? Who are the real winners?
- How are organisations tracking research consumption and valuation?
- How to work in conjunction with portfolio management to ensure research quality is maintained
- How can you best track budgets and how European brokers are paid
- Given costs have increased, has execution quality improved and if not, how is the market challenging this?
Lydia ButtingerGlobal Head, Regulatory Engagement and Risk Governance
Aberdeen Standard Investments
STREAM E: Interactive Boardrooms &Workshops (max 15 persons)3:05 pm - 3:45 pm CREATIVE BOARDROOM: Innovation, the Italian Job, Machiavelli and 4 songs John Greenan - CEO, Alignment Systems
- When whole organisation buy-in is needed to encourage innovation, who are the advocates and how does change actually happen?
- How to build an organisation where the best ideas win?
- What does agile actually mean in the finance arena?
- What can the industry learn from other industries that can drive change quickly?
STREAM F: In Conversation With The Regulators3:05 pm - 3:20 pm REGULATOR FEEDBACK: Gain actionable feedback from the European regulators on how their respective markets have responded and performed post MiFID II. Series of 10 minute presentations. Mark Spanbroek - Chairman FIA European Principal Traders Association (EPTA)
What are the thematic issues and lessons learnt from MiFID II?
1) What have been the trends in best execution outcomes?
2) What does a good best execution policy look like?
3) What is the feedback on reporting levels from the industry given the varying interpretations?
4) Is the data as expected and if not, how and why?
5) Updates on regulatory requirements for algo trading- where does the responsibility lie?
6) What trade data needs to be reported vs not?
7) What actionable takeaways can the industry gain?
FIA European Principal Traders Association (EPTA)
STREAM F: In Conversation With The Regulators3:20 pm - 3:35 pm Gain feedback from: Tom Springbett - Manager, Trading Venues Policy, Financial Conduct Authority (FCA)
STREAM F: In Conversation With The Regulators3:35 pm - 3:50 pm Gain feedback from: Philippe Guillot - Managing Director of the Markets Directorate, Autorité des Marchés Financiers
Philippe GuillotManaging Director of the Markets Directorate
Autorité des Marchés Financiers
3:40 pm - 4:15 pm Afternoon Coffee Break
3:40 pm - 5:05 pm EXCLUSIVE INVITATION ONLY: Head Trader Think Tank – collaborating to drive mutually beneficial buy side initiatives forward
This invite only session exclusive to 20 global heads of trading from the Europe’s top 40 buy side firms by AUM is a unique opportunity to deliberate and source solutions to the more strategic challenges facing this job function.
Contributors to date include:
Daniel Leon, Deputy Global Head, TSF, AXA Investment Managers
Daniel Nicholls, Head of Trading, Hermes Investment Management
Paul Battams, Head, Trading and Liquidity Strategies, Blackrock
Paul Squires, Head, EMEA Equities Trading, Invesco
Eric Boess, Global Head, Trading, Allianz
Ed Wicks, Head, Trading, EMEA, Legal & General Investment Management
Huw Gronow, Head, Trading, Newton Investment Management
Christoph Hock, Head, Multi-Asset Trading, Union Investments
Juan Landazabal, Global Head, Trading, GAM International Management
Sponsored by: Jane Street
STREAM A: Applying Smart Trade Analytics4:15 pm - 4:50 pm PANEL DEBATE: Outsourcing technology is the most cost effective and time efficient strategy for developing your trading technology capabilities – pros and cons Derek Flynn - Head, Trading, Schonfeld Donal Byrne - CEO, Corvil Jason Gaunt - Director, Trading & Implementation, PanAgora Asset Management
- How to evaluate your company initiatives and what will work best for the whole organisation
- Integration challenges – how are current vendors helping with platform integration issues and legacy systems not talking to newer systems?
- Demonstrating process compliance- what are the regulatory hurdles in both strategies?
- Cost to buy vs internal resourcing – which types of investments justify which strategy?
- Latency expectations and capacity – evaluating speed of which platforms are needed and internal resourcing to develop
- Considerations and challenges around an API approach
For: Derek Flynn, Head, Trading, Schonfeld
Donal Byrne, CEO, Corvil
Against: Jason Gaunt, Director, Trading & Implementation, PanAgora Asset Management
Derek FlynnHead, Trading
Jason GauntDirector, Trading & Implementation
PanAgora Asset Management
STREAM B: Innovative ETF Trading Strategies4:15 pm - 4:50 pm DISCUSSION PANEL: How has the transparency, safety and efficiency of the European ETF market been impacted by MiFID II and what does this mean for your trading strategies? Henry Reece - Head of Sales, SIG Tom Digby - Head of Client Trading Coverage, Invesco Dylan Kluth - Senior Dealer, Global Equities & Fixed Income,, AMP Capital Gregoire Blanc - Senior Product Manager, ETF Trading & Execution, Vanguard
- Evaluating how ETFs are priced and their true value
- What’s the underlying liquidityand what’s the long standing impact given it being artificial?
- What have been the current efforts to make ETF trading easier ie. trading platforms?
- What are the newer approached for larger order sizes in ETFs- how will the RFQ model stand up?
- As the market matures, what does the industry now need from ETF trading? How are fixed income ETFs evolving in relation is equities?
- What are the regulatory updates on best practice for ETF trading?
Henry ReeceHead of Sales
Tom DigbyHead of Client Trading Coverage
Dylan KluthSenior Dealer, Global Equities & Fixed Income,
Gregoire BlancSenior Product Manager, ETF Trading & Execution
STREAM C: Intelligent Automation of Trade Workflows4:15 pm - 4:50 pm DISCUSSION PANEL: Critical success factors for implementing a multi-asset trading desk – overcoming skill set, infrastructure and operational challenges Juan Landazabal - Global Head of Trading, GAM Joseph Bacchi - Head of Multi-Asset Trading and Investment Operations, Acadian Asset Management Anthony Tassone - Founder and CEO, GreenKey Technologies
- Generalist vs specialist trader - how to best distribute trading responsibilities across the desk and what works best when?
- What are the best approaches to leverage cross-asset technologies? What tools need to remain separate and how is this managed from a resource perspective?
- Industry experience of centralising workflows- what products can be centralised?
- Data challenges- how to overcome missing data sets when operating off a centralised system
- Insight on how to relay liquidity from 1 market to another
- How to overcome standardisation issues
Juan LandazabalGlobal Head of Trading
Joseph BacchiHead of Multi-Asset Trading and Investment Operations
Acadian Asset Management
Anthony TassoneFounder and CEO
STREAM D: Technology Collaboration Working Groups (buy side only)3:30 pm - 4:00 pm
TABLE 4: Cloud/data
4:50 pm - 4:55 pm Move to main auditorium (streams B, C, D and E now closed)
4:55 pm - 5:15 pm KEYNOTE INTERVIEW: Creating a valuable business that combines world class execution, technology innovation and operational excellence – what’s next in the ITG and Virtu story?Alasdair Haynes - CEO Aquis Exchange Rob Boardman - Managing Director, CEO Europe, ITG Doug Cifu - CEO, Virtu Financial
5:15 pm - 5:30 pm KEYNOTE PRESENTATION: Mark Mobius, former Executive Chairman, Emerging Markets Group, Franklin Templeton, Founder, Mobius Capital PartnersMark Mobius - former Executive Chairman, Emerging Markets Group, Franklin Templeton, and Founder, Mobius Capital Partners
Mark Mobiusformer Executive Chairman, Emerging Markets Group, Franklin Templeton
and Founder, Mobius Capital Partners
5:30 pm - 5:50 pm KEYNOTE BUY SIDE FIRE SIDE CHAT: What does it take to stay ahead of technological change and how can you provide an ecosystem that allows integration and collaboration across the full investment lifecycle?Fabrice Silberzan - COO, BNP Paribas Asset Management Eric Boess - Global Head of Trading, Allianz Global Investors
-What are the considerations when working with a global organisations with varying different technology requirements and business objectives? How to best overcome these?
- What are the biggest areas of focus and innovation regarding technology in order to enable effective scalability?
- What are the compliance challenges that need to be addressed and overcome to ensure this growth can occur and how have the stakeholders changed?
- How have end client demands evolved and what does this mean for the buy side to ensure they are meeting and surpassing these request?
- What does this mean from a technology and operational standpoint?
BNP Paribas Asset Management
Eric BoessGlobal Head of Trading
Allianz Global Investors
5:50 pm - 6:20 pm FINTECH SHOWDOWN: Who are the Fintech disruptors of tomorrow and how are they transforming financial trading?Julia Streets - CEO and Host, DiverCity Podcast Streets Consulting Kenny McLeish - CTO, Equities, JP Morgan AM Tan T-Kiang - CIO, Grasshopper Cathryn Lyall - Co-Founder, Seismic Foundry Kirsten Achtelstetter - CTO, Man GLG
Our buy side judging panel, consisting of 4 CIO/CTOs from the biggest asset managers in Europe, along with our audience will
hear 4 fintech pitches where they will address the following topics. The audience will get the chance to listen and choose which
company they believe will have the biggest impact in the market. Real time voting will be used to find the winner.
- How are they adding value and reducing cost considering the current technology landscape?
- What are the organisational risks of investing in a newer fintech organisation vs a more established industry player and what are larger organisations’ attitudes?
- What are the regulatory attitudes to fintech companies and how have they overcome the compliance concerns and registration requirements?
- How do the company cater for market requirements in sustainable investments, an API technology approach and longevity?
- How has the technology been applied in industry, what was the real performance and how did this really improve the company’s challenge?
Julia StreetsCEO and Host, DiverCity Podcast
Kenny McLeishCTO, Equities
JP Morgan AM