Equities Leaders Summit USA 2020

December 01 - 03, 2020

Eden Roc Miami Beach

Pre Day - Innovation Day

12:00 pm - 1:00 pm Welcome Registration and Lunch

1:00 pm - 1:05 pm Welcome Address

1:05 pm - 1:10 pm Chairperson’s Opening Remarks

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

Shane Swanson

Senior Analyst, Market Structure and Technology
Greenwich Associates

  • How can you use the data sources available from the breadth of the market to increase trading effectiveness?
  • The buy side revolution- How are the buy side developing data aggregation and risk tools to be less dependent on brokers for their data needs?
  • How are increased requests and requirements from clients and their consultants is influencing trade decisions and data strategy?
  • How to normalize your data and ensure high-quality data is available for your machine learning initiatives
  • How can you use aggregated data approaches for new trading mandates that allow for informed and accurate repositioning of portfolios?
  • How can data aggregation not only help you comply but create a competitive advantage for your desk?
Shane Swanson, Senior Analyst, Market Structure and Technology at Greenwich Associates

Shane Swanson

Senior Analyst, Market Structure and Technology
Greenwich Associates

Alex Budny, Global Head of Trade Analytics at State Street Global Advisors

Alex Budny

Global Head of Trade Analytics
State Street Global Advisors

Meredith Shifman, Head of Trading Governance at Morgan Stanley Investment Management

Meredith Shifman

Head of Trading Governance
Morgan Stanley Investment Management

Enrico Cacciatore, Head of Market Structure and Trading Analytics at Voya Investment Management

Enrico Cacciatore

Head of Market Structure and Trading Analytics
Voya Investment Management

1:50 pm - 2:30 pm All Star Buy Side Panel: Overcoming liquidity fragmentation – What steps can you take to ensure you have the best possible access to liquidity as and when you need it?

  • Improving your access to liquidity - What is the current buy side wish-list for new liquidity initiatives?
  • How buy side desks can gain understanding of how each venue operates in order to harness the maximum benefit of its liquidity without leaking too much information?
  • With higher adoption of algos how can buy side trade large size orders and what new tools and technologies are helping traders gather liquidity while minimising the market impact and enhancing returns?
  • With the exchanges becoming data organisations what are the ways to analyse and evidence the quality of different execution venues?
  • Will different electronic execution channels as block trading and large in scale (LIS) continue to provide quality liquidity?
Bill Skutch, Head Trader at Scopus Asset Management

Bill Skutch

Head Trader
Scopus Asset Management

Jason Vedder, Director of Global Trading and Operations at Driehaus Capital Management

Jason Vedder

Director of Global Trading and Operations
Driehaus Capital Management

John Cosenza, Managing Director at Goldman Sachs

John Cosenza

Managing Director
Goldman Sachs

2:30 pm - 3:00 pm Coffee Break

Embracing New Initiatives

3:00 pm - 3:30 pm Providers In The Spotlight: What new innovation is each provider promoting to help you gain an information edge?

Listen to a 10-minute innovation pitch from each platform to fully understand:
  • Innovation promoted
  • Unique selling point
  • Buy side adoption rates

3:30 pm - 5:40 pm Drill-Down Roundtables: Evaluate 1-5 of the newest data and analytics offerings with your peers to understand who is best placed to help you gain the information edge

Break into groups of 8 buy side and sit down with each provider to engage in an open Q&A discussion with your peers
Ø  Roundtable 1: Instinet
Ø  Roundtable 2: Citi
Ø  Roundtable 3: Dash Financial Technologies
Ø  Roundtable 4: Potamus Trading
Ø  Roundtable 5: IHS Markit
 
 *Each roundtable lasts 20 minutes  

5:40 pm - 5:45 pm End of Innovation Day

5:45 pm - 5:45 pm Evaluation Day Drinks Reception