Equities Leaders Summit USA 2020

December 02, 2020

Online

Wednesday 2nd December

Time (ET)

9:00 am - 9:55 am Virtual Networking

9:55 am - 10:00 am Welcome Address: Anna Andrews, Editorial Director, Equities Leaders Summit

SOURCING LIQUIDITY DURING MARKET VOLATILITY

  • Maintaining broker relationships: How did the buy side handle broker selection during the crisis and how will these influence long-term processes?
  • Streamlining trader and PM communication: How to implement effective processes and systems to best handle information flow and communication between your traders and PM’s when working remotely
  • Compliance considerations: What are the latest monitoring and surveillance solutions available to prevent market abuse and enable traders to record orders in a remote working environment?
  • The future of the trading desk: Are remote trading desks here to stay or will it be business as usual post COVID-19?
Paul Whitehead, Managing Director, Global Head of Equity Trading at BlackRock

Paul Whitehead

Managing Director, Global Head of Equity Trading
BlackRock

Lynn Challenger, Global Head, Trading at UBS AM O’Connor

Lynn Challenger

Global Head, Trading
UBS AM O’Connor

Deena Christelis Ethridge, COO of Global Trading & Global Co-Head of Investment Oversight at State Street Global Advisors

Deena Christelis Ethridge

COO of Global Trading & Global Co-Head of Investment Oversight
State Street Global Advisors

Rosanna Bruni, Senior Director, Head of Trading at PSP Investments

Rosanna Bruni

Senior Director, Head of Trading
PSP Investments

Kenneth Monahan, Senior Analyst at Greenwich Associates

Kenneth Monahan

Senior Analyst
Greenwich Associates

  • Navigating market proliferation: How do new exchanges coming online this year affect traders?
  • How have market structure changes impacted liquidity and shifted volumes towards the close and how have these dynamics altered trading strategies?
  • Sourcing liquidity through off-exchange trading: How does an increase in dark pool trading impact asset pricing, liquidity and transparency in financial markets?
  • How did NYSE and CBOE trading floor closures impact access to liquidity and how did traders overcome these challenges?
Richard Lacaille, CIO at State Street Global Advisors

Richard Lacaille

CIO
State Street Global Advisors

Will Geyer, Global Head of Trading and Securities Lending at Invesco US

Will Geyer

Global Head of Trading and Securities Lending
Invesco US

Eden Simmer, Head of Global Equity Trading at PIMCO

Eden Simmer

Head of Global Equity Trading
PIMCO

Shane Swanson, Senior Analyst, Market Structure and Technology at Greenwich Associates

Shane Swanson

Senior Analyst, Market Structure and Technology
Greenwich Associates

Vlad Khandros, Global Head of Market Structure & Liquidity Strategy and Global Co-Head of Principal Investments & Strategic Ventures at UBS

Vlad Khandros

Global Head of Market Structure & Liquidity Strategy and Global Co-Head of Principal Investments & Strategic Ventures
UBS

LEVERAGING TECHNOLOGY TO DRIVE SMARTER TRADING

11:05 am - 11:45 am Panel Discussion & 15 minutes LIVE Q&A: Leveraging the latest technology to drive cross-asset trading: What are the next-generation trading tools that can enable your desk to trade multi- asset investments with ease and speed?

  • How to develop the right infrastructure and desktop real estate to enable efficient trading across multiple asset classes
  • How to streamline process and systems across your desk to enable robust and efficient workflow and reporting framework
  • How to identify consistencies in data capture in your EMS and OMS across different asset classes
  • How are providers evolving their multi-asset offerings and what are their shortfalls?
  • Generalist vs specialist trader: How to best distribute trading responsibilities across the desk and what works best when?
Teresa Woodard, VP, Equity Trading Analyst at T. Rowe Price

Teresa Woodard

VP, Equity Trading Analyst
T. Rowe Price

Joseph Bacchi, Head of Trading and Investment Operations at Acadian Asset Management

Joseph Bacchi

Head of Trading and Investment Operations
Acadian Asset Management

Brian Strike

Senior Trader
Mesirow Financial

Leo Hmelnitsky, Independent Expert, former Head of Global Equity Trading at Mellon Capital

Leo Hmelnitsky

Independent Expert, former Head of Global Equity Trading
Mellon Capital

Adam Gould, Managing Director, Head of U.S. Equities at Tradeweb Markets LLC

Adam Gould

Managing Director, Head of U.S. Equities
Tradeweb Markets LLC

11:45 am - 12:10 pm LIVE Interview & Q&A: How to leverage the latest innovations in TCA to drive smarter trading strategies

  • Evaluating the technology landscape: How to identify and adopt the right tools to drive smarter trading decisions
  • Utilising TCA for execution consulting: How does trading data affect decisions and how can you leverage it to improve trading?
  • Contextualising data in volatile markets: How can you measure trading costs relative to market conditions to understand if costs are at a reasonable level
  • How can you ensure your TCA goes beyond price and gives you increased scrutiny across the full investment process?
  • How are TCA platforms accounting for the increasing volumes of passive managers and ETFs traded?
Miles Huffman, Head of Equity Analytics and TCA at Vanguard

Miles Huffman

Head of Equity Analytics and TCA
Vanguard

Henry Yegerman, Global Head of Sales at ISS LiquidMetrix

Henry Yegerman

Global Head of Sales
ISS LiquidMetrix

  • Which approach best suits your business in delivering a technology infrastructure that allows agility, scalability and differentiation?
  • What are the pitfalls of outsourcing components of your trading stack, and do you risk having the same architecture as other firms and risk losing your competitive edge?
  • Taking a Hybrid approach: How to build proprietary technology based around vendor products across pre and post trade analytics
  • Building flexibility into your technology strategy: How to identify vendors that can integrate their product with your in-house infrastructure
Meredith Shifman, Head of Trading Governance at Morgan Stanley Investment Management

Meredith Shifman

Head of Trading Governance
Morgan Stanley Investment Management

Jason Siegendorf, Head of Trading Analytics, at Harris Associates

Jason Siegendorf

Head of Trading Analytics,
Harris Associates

Mark Zahara, Senior Vice President, Head Trader at Heitman

Mark Zahara

Senior Vice President, Head Trader
Heitman

Leo Hmelnitsky, Independent Expert, former Head of Global Equity Trading at Mellon Capital

Leo Hmelnitsky

Independent Expert, former Head of Global Equity Trading
Mellon Capital

12:40 pm - 1:20 pm Lunch Break & Virtual Networking

Buy Side Think Tank: Live interactive discussion with 15 heads of trading desk

12:40 pm - 1:20 pm LIVE Buy Side only Think Tank: Spotlight on Diversity & Inclusion: Building a culture of high-performance: How can you build diverse thinking across your trading teams and investment strategies to drive performance?
Ingrid Jacobs, Chief Diversity Officer at Eaton Vance Management

Ingrid Jacobs

Chief Diversity Officer
Eaton Vance Management

BUILDING DIVERSE TRADING STRATEGIES

1:20 pm - 1:40 pm LIVE Innovation Spotlight: How can buy side firms incorporate ESG considerations into their trading and investment strategies to meet new investor demands?

  • The latest trends in sustainable investing: How will the events of 2020 impact ESG investing?
  • Where are the gaps in understanding ESG and its role in trading?
  • How can firms source reference data and metrics to demonstrate they are delivering the promise of ESG investing to clients
  • Sustainable exchange-traded funds: How are firms using ETF’s as a vehicle to embed ESG criteria into portfolios 
Ben Ho, Vice President at Blackrock

Ben Ho

Vice President
Blackrock

Jonathan Oliva, Head of Equities at iShares Blackrock

Jonathan Oliva

Head of Equities
iShares Blackrock

1:40 pm - 2:10 pm LIVE Trading Strategies Panel Discussion: Active vs passive management: How can you leverage different investment approaches and management systems during a volatile market to improve fund performance and deliver value for clients?

  • Passive & active trading post mortem: How did trading styles change when NYSE and CBOE trading floor closed?
  • How has the rise of passive investment impacted active management and how has this changed liquidity sourcing?
  • How did active managers perform during periods of stress and will we see a shift back to active investment?
  • The role of closing auction: How have traders navigated the lack of intraday liquidity and the rise of volumes in the closing auction?
  • How are traders evolving their execution strategy in light of significant shifts to closing auction 
Darrin Sokol, Managing Director, Global Head of Equity Trading at Lazard Asset Management

Darrin Sokol

Managing Director, Global Head of Equity Trading
Lazard Asset Management

Katherine Chairez, Head of Execution Strategy at Harris Associates

Katherine Chairez

Head of Execution Strategy
Harris Associates

Michael Warlan, Global Head of Trading at Third Avenue Capital Management

Michael Warlan

Global Head of Trading
Third Avenue Capital Management

Spencer Mindlin, Capital Markets Industry Analyst at Aite Group

Spencer Mindlin

Capital Markets Industry Analyst
Aite Group

LOOKING AHEAD: THE LONG-TERM ECONOMIC OUTLOOK

2:10 pm - 2:35 pm LIVE Macro Fire-side Chat: Geopolitics and economic analysis: what are the long-term economic and market implications of extreme volatility and how can firms navigate market disruption for the benefit of the end investor

  • How is the global economy and financial market expected to perform in light of the recent 2020 US election and what should we expect to see from the new administration?
  • How have U.S. - China trade tensions impacted the mid and long-term investment outlook and what risks does it pose to the equity markets?
  • Global economic outlook: What are the long-term consequences of shutdown on the global economy and how long will it take to recover?
  • How can traders and PM’s utilise macroeconomic data and identify key signals in a fast-moving financial market to empower better investment decisions during market volatility?
Win Thin, Global Head, Emerging Markets Strategy at Brown Brothers Harriman

Win Thin

Global Head, Emerging Markets Strategy
Brown Brothers Harriman

Stefan Hofrichter, Head of Global Economics & Strategy, Managing Director at Allianz Global Investors

Stefan Hofrichter

Head of Global Economics & Strategy, Managing Director
Allianz Global Investors

Close of Equities Leaders Virtual Summit

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