Day 1-Equities Leaders Summit Technology Innovation Day*
11:30 am - 12:45 pm
Registration and Lunch (Brunch?)
12:45 pm - 12:55 pm
Welcome Remarks
12:55 pm - 1:35 pm
Buyside Panel: Cultivating a Prosperous Relationship Between Trader and Portfolio Manager
Nat Evarts -
Managing Director, Head of Trading, Americas,
State Street Global Advisors
Michael Warlan -
Global Head of Trading,
Third Avenue Capital Management
Christopher Bowker -
Director of Equity Trading,
Boston Partners
Jesse Forster -
Head of Equity Market Structure & Technology,
Coalition Greenwich
Greater alignment between PM and traders is beneficial not only to the buy side firms but also the investment clients. Fostering this relationship can often be challenging due to silos and department structure. Hear from both sides on how to improve and implement effective processes to streamline communication and information flow between trader and PM.
1:35 pm - 2:15 pm
Buyside Panel: Building the Next Generation Data Science Platform: Implement Intelligent Execution and Boost Performance
Simon Cohen -
Executive Director, Trading Analytics,
Morgan Stanley Investment Management
Enrico Cacciatore -
Senior Quantitative Execution Trader,
Voya Investment Management
Teresa Woodard -
Head of Trading Analytics,
T.Rowe Price
Dave Butala -
Global Business Manager,
Bloomberg L.P
Take advantage of the available data sources from the market to increase your trading effectiveness. Hear from leading buy side traders on how they’re developing data aggregation and risk tools to be less dependent on brokers for their data needs. And ensure you are sourcing, aggregating, and using your data to create a competitive advantage for your desk.
2:15 pm - 2:35 pm
Half Time Networking Break
We’re halfway through the day – take a half time break with some stadium favorite treats in the Exhibit Hall.
2:35 pm - 5:00 pm
Drill-Down Roundtables:
Charles Balancia -
Executive Director,
S&P Global
Nitin Gambhir -
Founder and Chief Executive Officer,
Tethys Technology
Pete Haas -
Head of Equity Product,
Wells Fargo
Gina Kashinsky -
Managing Director, Head of Equities, Global Markets Group,
S&P Global
Howe Ng -
Head of Data and Analytics,
Forge Global
Matt Rowley, -
Head of Equity Analytics,
Wells Fargo
Evaluate the newest data and analytics offerings with your peers to understand who is best placed to help you gain the information edge. Breaking into groups of 8-10 buyside peers, you’ll have a chance to sit with each provider and engage in an open Q&A discussion. Each rotation will be 30 minutes.
Table 1: Bloomberg
Table 2: S&P
- Topic: Equity InvestorAccess - Introducing InvestorAccess for Equities
- Speakers: Gina Kashinsky, Managing Director, Head of Equities, Global Markets Group; Charles Balancia, Executive Director
- Summary: Equity InvestorAccess - Introducing InvestorAccess for Equities - the latest innovation to our market-leading solution for the new issuance process, directly integrated with our bookbuilding platform used by over 95% of U.S. investment banks for orders and allocations. Investors now benefit from end-to-end integration, centralized dashboards to research all deal terms and free access to a historical deal repository with two decades of global new issuance information.
Table 3: Wells Fargo
- Topic: Enhancing Trading Performance through Data Science: The Exploration-Exploitation Dilemma
- Table speakers: Pete Haas, Head of Equity Product, and Matt Rowley, Head of Equity Analytics, Wells Fargo
Table 4: Forge Global
- Topic: How Private Market Data Is Blurring The Lines Between Public and Private Investing
- Speaker: Howe Ng, Head of Data and Analytics, Forge Global
- Summary: As more public investors eye private and cross-over strategies, new and innovative dataset and analytics are changing the game for private investing. The improving liquidity landscape, expanded investable universe, along with new ways to access the market are attracting nontraditional players to this once-nascent and opaque asset class. Talk to Forge’s Head of Data and Analytics HoweNg, and learn how new data insights are shaping institutional participation in the private market in new ways.
Table 5: Tethys Technology
- Topic: Building Algo Wheels For Optimal Performance: Construction And Evaluation Strategies
- Speaker: Nitin Gambhir CEO and Founder of Tethys Technology
- Summary: Join Tethys Technology, Inc.'s CEO Nitin Gambhir as he leads a roundtable discussion on the cutting-edge topic of "Building Algo Wheels for Optimal Performance: Construction and Evaluation Strategies." This in-depth session will not only provide valuable insights from Nitin, but also an opportunity for participants to collaborate and share their own perspectives and challenges on this subject. We will delve into the key considerations for constructing and evaluating multiple algorithms, including benchmarking, outlier handling, and factor space definition. Learn about the effective and easy-to-implement methods for evaluating algorithms suggested by Tethys Technology, Inc. and how to align with investment (alpha/ risk reduction) objectives and avoid manipulation by algorithm tactics. Take advantage of this valuable opportunity to gain insights from Tethys Technology's industry expertise and collaborate with your peers to improve your own algorithm selection process.
5:00 pm - 6:00 pm
High Tides & Good Vibes Reception
Open to all conference attendees.
Rest, relax, & ride the waves while connecting with colleagues on the Spa Terrace. Enjoy the views of Miami Beach with some cocktails under the sun.