Equities Leaders Summit USA Main Day 2- 12/07/2018
8:00 am - 8:50 am
Registration & Networking Coffee
8:50 am - 9:00 am
Chairperson's Opening Remarks
9:00 am - 9:20 am
Keynote Buy Side Interview: How will tradionally active managers need to adapt their investment strategies as automated technologies continue to play a larger role in the trading life cycle?
Ernesto Ramos -
Managing Director, Head of Equities,
BMO Global Asset Management
Ø How can you take a systematic approach to investing in the stock market?
Ø How can you manipulate data from the growing number of sources to gain new levels of insights on a stock’s trading ability and exploit new investment opportunities?
Ø How can you best hunt for limited alpha by taking a quantitative approach in your investment strategies?
Ø How can you best leverage ML to generate greater investment insights and accurately assess the market at scale and speed?
Ø How can you gain the investment edge with by combining quantitative methods with active management styles?
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?
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
Ari Burstein -
President,
Capital Markets Strategies
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?
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?
Dr Win Thin -
SVP, Global Head of Emerging Markets,
Brown Brothers Harriman
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?
10:50 am - 11:20 am
Networking Break
Leveraging the Latest Technologies
11:20 am - 11:40 am Interactive Interview: Bringing cryptocurrency into the mass market- Should buy side equity traders incorporate them into their workflow? Dave Weisberger - Head of Crypto, ViableMKTS Andrea Leccese - Portfolio Manager, Bluesky CapitalØ Why have some institutions moved into the crypto space and why are other large bank, asset managers and hedged funds still reluctant?
Ø Is the market still too young and has too many infrastructure and regulatory issues to be brought to mainstream portfolios?
Ø How would crypto exposure impact an equity trader’s portfolio- Do the volatility advantages outweigh the risks?
Ø Is there enough growth potential and opportunity in this space to suggest that mainstream cryptocurrency trading is inevitable
Andrea Leccese
Portfolio ManagerBluesky Capital
Leveraging the Latest Technologies
11:40 am - 12:00 pm 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?
11:20 am - 12:00 pm Synergy Workshop: How can you better interpret body language and non-verbal cues to gain insights into what your colleagues are thinking and gain the competitive edge?
Joe Navarro - Former FBI Special Agent and expert on non-verbal communication, FBIHosted by:Joe Navarro, Former FBI Special Agent and expert on non-verbal communication
12:00 pm - 2:00 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?