Equities Leaders Summit USA 2018

December 05 - 07, 2018

Trump National Doral Miami

44 (0) 207 368 9445

Equities Leaders Summit USA Main Day 2- 12/07/2018

8:00 am - 8:50 am Registration & Networking Coffee

8:00 am - 8:30 am Chairperson's Opening Remarks

9:00 am - 9:20 am Buy Side Keynote: How BlackRock embraced diversity to improve team performance and turn this into their competitive advantage

Ø  Unleashing the power of diversity: How can you build a more diverse workforce to transform team performance and boost business results?
Ø  How can you implement a scalable program to promote diversity and inclusion in-house?
Ø  Building a highly inclusive team: How to best match individual strengths to build a collaborative team that exceeds company expectations
Ø  How can you best structure your team to benefit from a wider range of skill sets and over deliver on business goals?
Ø  How can increased diversity help to decrease risk, increase resiliency and transform interdepartmental results across the organization?

9:20 am - 10:00 am All Star Panel: Exploring the rising trend in ETF trading: What are the biggest opportunities that ETFs can offer the buy side and how can you tap into the instant diversification, flexibility and stability benefits they have to offer?

Ari Burstein - President Capital Markets Strategies Joe Mahoney - Institutional Sales & Trading Jane Street Kevin Mahn - President and CIO Hennion & Walsh Asset Management Michael Clements - Chief Trader Employees Retirement System of Texas Adam Gould - Head of U.S. Equity Derivatives Tradeweb Markets LLC
Ø  What are the latest developments in ETFs and which products are making the biggest impact in the market?
Ø  Diversifying the buy side portfolio: Why are an increasing number of buy side firms adding ETFs to their portfolio and how are they managing them?
Ø  ETF pros and cons- What are the reservations when trading ETFs and how can they be overcome?
Ø  How can buy side firms implement an effective strategy to better capture the enhanced liquidity levels that ETFs have to offer?
Ø  How can you streamline access to different ETF providers and ensure you have access to the best product offering?
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Joe Mahoney

Institutional Sales & Trading
Jane Street

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Kevin Mahn

President and CIO
Hennion & Walsh Asset Management

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Michael Clements

Chief Trader
Employees Retirement System of Texas

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Ari Burstein

President
Capital Markets Strategies

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Adam Gould

Head of U.S. Equity Derivatives
Tradeweb Markets LLC

10:00 am - 10:20 am Investment Keynote Interview: Geo-politics, internal policies and elections: How has the 2018 landscape impacted US investing and what should you factor in to your 2019 investment strategy?

Ø  An assessment on the White House’s progress on de-regulation: What impact is this having on capital markets and what aspects of this will direct impact equity trading?
Ø  Assessing the impact of Brexit on global equity markets- What impact will this have on US, European and global stocks?
Ø  How is the changing economic stability in emerging markets influencing international access and will liquidity dynamics become more attractive as we move into 2019?

10:20 am - 10:50 am Special Guest Speaker: Secrets to success from a hostage negotiator – How to master the art of negotiation in the workplace

Joe Navarro - Former FBI Special Agent and expert on non-verbal communication FBI
Ø  Pre-negotiation exercises: How can you best prepare your negotiation strategy to overcome irrational and emotional responses from the opposition?
Ø  What are the most effective approaches to influencing others during negotiations to ensure the outcome works in your favor?
Ø  How can you identify weaknesses in your opposition and use to your advantage during the negotiation process?
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Joe Navarro

Former FBI Special Agent and expert on non-verbal communication
FBI

10:50 am - 11:10 am In Conversation: Automating flow for enhanced returns: How can automation work in harmony with traders to achieve the best results for your investors?

Ø  Embracing data driven models: How is AI boosting work flow improvements and improving routing of order types without the need for additional resource?
Ø  Automating flow for enhanced returns: How can automation work in harmony with traders to achieve the best results for your investors and free up trader time to have real value-add?
Ø  Future of the trader skill set: What are the required future skill sets of a trader as automation plays an increasing role in trading decision making?
Ø How can you calculate the real cost of investing in automation to decide whether to outsource or build in-house?
 

11:10 am - 11:40 am Networking Break

11:40 am - 12:00 pm Interactive Interview: How to invest in and trade cryptocurrencies as an asset class to reap the favourable alpha generation opportunities they have to offer

Dave Weisberger - Head of Crypto ViableMKTS
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Dave Weisberger

Head of Crypto
ViableMKTS

12:00 pm - 12:30 pm FinTech Shark Tank: Get a sneak peek into the most innovative FinTech offerings to see how they can help you solve some of your biggest pain points

 Join our Equity Leaders Summit sharks during this exciting ‘Shark Tank’ 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 ’sharks’ 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 favorite. Will you find the next big thing?

12:30 pm - 2:30 pm Equities Leaders Summit USA Champagne Roundtables: Lunch and drinks to be served Join our Chatham House Equities Working Groups, where you will have the option to join a roundtable with 10 of your peers. Take the perfect opportunity before you leave to share ideas and best practice processes with your equities peers around a particular challenge or opportunity and walk away with practical solutions which you can apply when you are back at your desk.

Roundtable 1: Buy Side Best Execution Strategies: What makes a modern equities best execution strategy in 2019?
Roundtable Host: Brendan Gorman, Senior Trading VP, Lazard AM
 
Roundtable 2: Improving access to liquidity: How can you establish which liquidity initiatives have the best offering for the modern-day equities markets?
Roundtable Host: Chris Maxmin, Director, Deutsche Private Bank Private Wealth
 
Roundtable 3: Revolutionizing the trader skill set: How can you build a truly diverse trading desk to catapult team performance?
Roundtable Host: Jennifer Litwin, Senior Vice President, Head of Relationship Management, Greenwich Associates
 
Roundtable 4:  Building the optimal algo suite: How can you leverage customized algo’s toachieve best execution in every trade?
 
Roundtable 5:Transforming your portfolio with ETF’s: Which ETF offering’s will come out on top and how can leverage the liquidity opportunities that they offer?
 
Roundtable 6: High touch vs high tech: What are the pros and cons of each and how should you structure your team to get the most of both approaches?
 
Roundtable 7: Exploring emerging markets: Which emerging markets stocks are likely to outperform others in 2019 and what are the best options for gaining access to them?
 
Roundtable 8: Future proofing your trading desk with AI: As automation plays an increasing role in the trading life cycle, how can you equip and train your team to thrive in our new data-driven environment?

2:30 pm - 2:30 pm Close of Conference