Equities Leaders Summit USA 2019

December 05 - 07, 2019

Trump National Doral Miami

44 (0) 207 368 9445

2017 Agenda Day 1

Day 1 - Monday 4th December 2017

Buy Side Only Execution Analytics Evaluation Day Agenda: 4th December

12:00 PM - 12:50 PM Welcome Lunch & Registration


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Richard Johnson

Senior Analyst, Market Structure and Technology
Greenwich Associates
  • Exploring execution analytics- How can you establish which initiative you should be supporting and why?
  • When evaluating analytics platforms, what are the key criteria you should be testing and looking out for?
  • How can you establish what analytics platform is best suited to integrate with your current workflow and support your execution and front office processes?
  • What different platform models can help you prosper in an ever-increasing electronic environment?

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Jason Siegendorf

Head of Trading Analytics,
Harris Associates
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Teresa Woodard

VP, Equity Trading Analyst
T. Rowe Price
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Mark Garabedian

CFA, Trading Analytics and Market Structure Analyst; Investment Officer
MFS Investment Management
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Richard Johnson

Senior Analyst, Market Structure and Technology
Greenwich Associates

1:40 PM - 2:40 PM Provider Perspective Meet the execution innovators - What are the key differentiators between new initiatives and how can they help you gain better insight into your pre-, intra- and post- trade process to achieve best execution?

  • An introduction to each execution analytics provider today - What is their USP of services?

  • How can multi-asset initiatives help you to streamline and improve execution quality across the desk?

  • What advances in TCA and venue analysis are allowing traders to develop a micro-level understanding of execution, enriching the details required to achieve and prove best execution for clients?

  • How are providers increasing functionality in response to the market pressures and how are these adjustments benefiting the buy side?


2:40 PM - 3:00 PM Coffee Break

3:00 PM - 4:00 PM 3x Drill-Down Roundtables Evaluate 1-3 of the newest offerings with your peers to understand who is best placed to help you achieve crucial insights across the trade lifecycle to achieve best execution

Meet each execution innovator and evaluate with your peers to establish:
  • How can each provider help increase your access to liquidity, improve transparency and price discovery while reducing your execution costs?
  • How can the initiatives help you source new liquidity pools in scarcely liquid markets?
  • Where are the new initiatives up to in their on-boarding life cycle and how successful has the process been?

*Each roundtable lasts 25 minutes

4:00 PM - 4:20 PM Coffee Break

4:20 PM - 5:40 PM 3x Drill-Down Roundtables Evaluate 1-4 of the newest analytic offerings with your peers to understand who is best placed to help you achieve crucial insights across the trade lifecycle to achieve best execution

Meet each execution analytics provider and evaluate with your peers to establish:
  • How can each analytics provider help increase your access to liquidity, improve transparency and price discovery while reducing your execution costs?
  • How can the initiatives help you source new liquidity pools in scarcely liquid markets?
  • Where are the new initiatives up to in their on-boarding life cycle and how successful has the process been?
*Each roundtable lasts 20 minutes


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Richard Johnson

Senior Analyst, Market Structure and Technology
Greenwich Associates

5:50 PM - 6:59 PM Buy Side Analytics Evaluation Day Drinks Reception

Available to Evaluation Day attendees only