Day 2-The Future of Trading
7:45 am - 8:30 am
Breakfast & Registration
8:30 am - 8:40 am
Welcome Remarks
8:40 am - 8:50 am
Chairmans’ Remarks
8:50 am - 9:30 am
Keynote Panel: Crystal Ball Gazing – The Leading Edge of Execution Strategy in Equities Trading
Marc Wyatt -
Global Head of Trading,
T. Rowe Price
Katherine Chairez -
Head of Execution Strategy,
Harris Associates
Eric Stockland -
Managing Director, Electronic Trading,
BMO Capital Markets
Adam Gould -
Managing Director,
Tradeweb
Roman Ginis -
CEO of Imperative Execution and Founder of,
IntelligentCross
Jesse Forster -
Head of Equity Market Structure & Technology,
Coalition Greenwich
It can be difficult to stay informed on the latest execution solutions given the ever-changing market landscape. During this session, industry leaders will discuss recent and upcoming trends as well as how to tailor your execution strategy accordingly. Leave this session confident that you will be prepared for the latest and upcoming trends in equity trading.
9:30 am - 10:10 am
Panel/Debate: Standing Out from the Crowd: Evaluating the Benefits of New Liquidity Venues
Katherine Chairez -
Head of Execution Strategy,
Harris Associates
Enrico Cacciatore -
Senior Quantitative Execution Trader,
Voya Investment Management
Jack Miller -
Head of Trading, Institutional Equities,
Baird
Armando Diaz -
Chief Executive Officer,
PureStream Trading Technologies
Timothy Reilly -
Senior Director. Head of Relationship Management,
New York Stock Exchange
With new venues, it can become increasingly difficult to ensure you have the best possible access to liquidity when you need it. During this session, top experts will discuss how to best analyze the quality and capabilities of these different liquidity venues, monitor their effectiveness, and best practices to maximize their liquidity.
10:10 am - 10:50 am
Panel: Interacting with Central Risk Books and External Liquidity Providers
Eden Simmer -
Global Head of Equity Trading,
PIMCO
Uma Seshamani -
Institutional Sales and Trading,
Jane Street
Jason Siegendorf -
Head of Trading Analytics,,
Harris Associates
Nitin Gambhir -
Founder and Chief Executive Officer,
Tethys Technology
External liquidity providers and central risk books offer access to a new pool of liquidity that could be crucial to your trading. But with each new liquidity venue comes new “rules of engagement.” In this session, seasoned traders will discuss their best strategies to navigating these liquidity pools, integrating these venues into your workflow, and when to use these venues.
10:50 am - 11:30 am
Morning Boost AM Networking Break
Boost your energy this morning with some coffee or a smoothie in the Exhibit Hall.
11:30 am - 12:10 pm
Panel: How I Learned to Stop Worrying and Love the Machines: Leveraging Machine Learning and AI to Your Advantage
John Bright -
Head Trader, Global Systematic Trading,
Fidelity Investments
Daniel Eisemann -
Quantitative Trading Analyst,
MFS Investment Management
Giuseppe Nuti -
Managing Director, Global Head of the Central Risk Book and Data Analysis,
UBS Investment Bank
David Mechner -
Chief Executive Officer,
Pragma
Jesse Forster -
Head of Equity Market Structure & Technology,
Coalition Greenwich
We are now at the forefront of the AI industrial revolution. Buy side firms are eager to combine AI with the human touch to augment human intelligence in decision making, and get trades executed quicker. Traders worldwide are looking to apply AI now to enhance their trading capabilities and give them a competitive edge. Attend this session to hear how others are capitalizing on this revolution.
Giuseppe Nuti
Managing Director, Global Head of the Central Risk Book and Data AnalysisUBS Investment Bank
12:10 pm - 12:30 pm
Fireside Chat: Demystifying Digital Assets
David Weisberger -
Co-Founder/CEO,
Coin Routes
Digital assets continue to be a hot topic in the market, but there’s still many questions remaining on how it will fit within institutional trading. In this session, a top expert in the field breaks downs regulations, trading strategies, platforms, and how to reap the benefits.
12:30 pm - 1:00 pm
Out of the Box Keynote: Futurist on Web 3.0/Metaverse in Trading and Implications…
Dirk Lueth -
Co-Founder & Co-CEO,
Uplandme, Inc.
What may seem like a scene from a science fiction movie is quickly becoming reality. The metaverse is coming and will change how we access and interact on the internet. An expert in this field will explore the metaverse and how it could impact trading world.
General Sessions
2:10 pm - 2:50 pm Panel: The Next Big OMS/EMS Evolution: Achieve a More Efficient Workflow Utilizing the Latest Innovations Brian Strike - Senior Trader, Mesirow Financial Mike Smith - Director of Network Sales, IPC Reena Raichura - Director, Head of Product Solutions, Glue42 Jesse Forster - Head of Equity Market Structure & Technology, Coalition GreenwichThe need to be fully integrated and seamless across all platforms is increasingly more important than ever before for buyside traders. This session will be a deep dive on current challenges
how current OMS/ EMS providers have evolved their platform capabilities, including data integration enhanced connectivity
General Sessions
2:50 pm - 3:10 pm Fireside Chat: Multi-Asset Trading Joseph Bacchi - Head of Multi-Asset Trading, Acadian Asset Management Jesse Forster - Head of Equity Market Structure & Technology, Coalition Greenwich
Workshops
2:10 pm - 3:10 pm VIP Head Trader Boardroom Discussion Frank Loughlin - Global Co-Head of Equity Trading, Alliance Bernstein Leonid Hmelnitsky - Independent Expert, former Head of Global Equity Trading, Mellon CapitalOur exclusive Head Trader VIP boardrooms are invitation-only session. This unique session bring together the top minds in Equity trading for you to collaborate in a closed-door environment and drive mutually beneficial initiatives
3:10 pm - 3:50 pm
Barista Bites PM Networking Break
Network with colleagues while enjoying some coffee shop favorites in the Exhibit Hall.
General Sessions
3:50 pm - 4:30 pm Panel: Leveraging the Latest Innovation in TCA to Drive Smarter Trader Strategies Henry Yegerman - Global Head of Sales, LiquidMetrix Teresa Woodard - Head of Trading Analytics, T.Rowe Price Enrico Cacciatore - Senior Quantitative Execution Trader, Voya Investment Management Michael Richter - Executive Director, Transaction Cost Analysis, S&P Global Market IntelligenceThe Trade Cost Analysis (TCA) technology landscape is every changing and critical to the trader throughout the full investment process, especially during market volatility. Join TCA experts discuss how they evaluate the latest technology tools, leverage trading data to improve trading, and how to contextualize data in volatile markets to determine if the costs are at a reasonable level.
Michael Richter
Executive Director, Transaction Cost AnalysisS&P Global Market Intelligence
General Sessions
4:30 pm - 4:50 pm Panel: Best Practices in ETF Trading: A Guide to Maximize Liquidity and Achieve Best Execution Walter Joyce - Managing Director, Investment Management Group, TIAAETF markets have been on an upward trajectory and now account for a huge piece of the equity market. However, it still remains unclear what the practical advantages are of ETFs and how to best transition from mutual funds to ETFs. During this session, hear from the experts on how to best integrate ETFs into your portfolio to gain access to instant liquidity, strategies to optimize value and platform tools to achieve best execution on a regular basis.
General Sessions
4:50 pm - 5:10 pm Panel: Gaining The Competitive Edge With Automated Trading: Improve Your Algo Wheel to Boost Alpha Maurice Iragorri - Director VP of Sales, Americas Front Office Solutions, FactsetDuring this changing market landscape, adapting your algo is crucial to maintain trading performance. Learn how to best use your algos to consistently achieve best execution and increase trader productivity.
Workshops
3:50 pm - 4:50 pm Workshop by InvestX: The Record Year Ahead: Secondary Market Opportunities in Private Equity Marcus New - Founder and Chief Executive Officer, InvestX Dan Sanders - EVP Private Markets, InvestX Eric Yi - Director, Private Market Sales, CitiDriven by the increase in sellers seeking liquidity, the secondary market for private equity is poised to hit record levels of deal flow in 2023. This session will discuss access, pricing information, SPV Investments, and challenges and opportunities for traders and investors.
5:00 pm - 5:00 pm
Rock n’ Roll Reception
Ready to rock out? Join us at the Spa Garden for some drinks, apps, and some rock and roll hits!