Equities Leaders Summit (past event)
December 01 - 02, 2015
Array
December 2nd – Driving Future Profitability
08:00 - 09:00 Breakfast & Registration
09:00 - 09:05 Chairpersons Opening Remarks
09:05 - 09:50 All-Star Panel: Embracing buy side autonomy: How can you equip your trading function to take more control of order flow and improve your overall profitability
Speakers:
Rick Watson Project Manager – Global Trading Franklin Templeton Investments
Frank Loughlin Head of Global Execution Services AllianceBernstein LP
Joe Sowin, CAIA, CMT Head of Global Equity Trading Highland Capital Management
Moderator:
Jonathan Kellner Chief Executive Officer Instinet Incorporated
Rick Watson Project Manager – Global Trading Franklin Templeton Investments
Frank Loughlin Head of Global Execution Services AllianceBernstein LP
Joe Sowin, CAIA, CMT Head of Global Equity Trading Highland Capital Management
Moderator:
Jonathan Kellner Chief Executive Officer Instinet Incorporated
- The relevance of the buy side desk- as more trades have the ability to be executed automatically with no intervention by a dealer, how should your trading function react to offer added value to the business?
- Are differences between the buy and sell side blurring? How much ownership should the buy side have over their trade?
- How can you take control of your trading processes to rapidly react to market opportunities and obstacles
- How can the buy side capitalize on the capacity to reassess their trading strategy post-trade without conflict
09:50 - 10:35 All-Star Panel: How to foster a closer partnership between portfolio management and execution to capitalize on new alpha generation opportunities
Speakers:
Patrick Sweeney Head of Equity Portfolio Management Technology Fidelity Investments
Mark Kuzminskas Global Head of Trading The Boston Partners
Michael Warlan CFA, CAIA Head of Global Trading Third Avenue Management
Kirk Allen Managing Director NWQ Investment Management
Moderator:
Craig Viani US Equity Market Structure Expert False 9 Consulting
Patrick Sweeney Head of Equity Portfolio Management Technology Fidelity Investments
Mark Kuzminskas Global Head of Trading The Boston Partners
Michael Warlan CFA, CAIA Head of Global Trading Third Avenue Management
Kirk Allen Managing Director NWQ Investment Management
Moderator:
Craig Viani US Equity Market Structure Expert False 9 Consulting
- How to take advantage of the trader's insight of market movements in the investment process
- How to consolidate pre-trade cost information with portfolio direction to enable best execution
- How to improve the relationship between portfolio management and execution to boost overall performance
- How to streamline trading processes to guarantee trading activity is an accurate extension of the investment strategy
10:35 - 11:05 Guest Presentation: Intuiting markets and differentiating risks – How to hire and train for the qualitative elements of the X factor involved in great trading
- Brain and behavioral research on what makes a great PM or Trader
- The latest on the relationship between cognition and emotion
- What is emotional intelligence for risk?
- How to hire and train for the qualitative elements of the X factor?
11:05 - 23:45 Morning Break
Alternative Trading Strategies to Source Alpha
23:45 - 12:15 Presentation: Alpha Capture Opportunities in New Market Structures: Solving Liquidity Challenges Through Innovative Off-Exchange Trading
Next Generation Trading Capabilities
23:45 - 12:15 Exclusive drill-down roundtables: Evaluate the latest advancements in trading technologies to improve your trading performance1. Old habits die hard: How to update, streamline and integrate new processes and procedures across departments to optimize the use of a new OMS
Selena Gomez, Head Trader, Eagle Global Advisors
2. Evaluating system customization vs. building in-house: How to cost-effectively implement OMS & EMS technology
Peter Jansen, Head of Equity Trading, Golden Capital Management
3. SMA & UMA platform trading: How to leverage model management tools to improve trading accuracy, timeliness and efficiency
Robert Small, CFA, Senior Trader, New Amsterdam Partners
Managing Unbundling Costs
23:45 - 12:15 Workshop: Preparing for unbundling reforms from across the Atlantic: How to streamline your trading costs to factor in hard dollar research and execution payments- Leveraging beneficial partnerships: How to best compare the relevance of new broker services in light of unbundling reforms
- How to best manage your trading costs in light of the hard dollar payments required for research and execution services
- How to prepare your trading desk for the radical shift in commission structures
- How to implement policies and practices to ensure your expenditures efficiently support investment processes and are in the best interest of your clients
Chris Maxmin
Managing DirectorMoon Capital Management
Alternative Trading Strategies to Source Alpha
12:15 - 13:00 Panel: What alternative trading strategies are buy side firms using to generate additional alpha in equities?- How have equity trading strategies changed in recent years? Are they sufficient in adapting to the evolving market structure?
- Are actively managed ETF’s the next big thing?
- How can buy side traders optimise the strategic use of ETF’s to reap the benefits of flexibility, efficiency and low-costs?
- How can diversifying with derivatives overcome liquidity obstacles in block trading?
Next Generation Trading Capabilities
12:15 - 13:00 Drill-Down Roundtables continuedManaging Unbundling Costs
12:15 - 13:00 Workshop continued13:00 - 14:00 Lunch
14:00 - 14:45 Panel Revolution: Striking the optimal balance: How to organize technology on the desk to maximize trader efficiency
- How to get the balance of algo’s and traders right on your trading floor
- How to leverage technology to execute small liquid trades
- How to equip your traders with the skill set required to pick up the intellectually challenging illiquid trades
- How to increase the use of low-touch trading tools without compromising on performance
14:45 - 15:30 Crystal Ball Outlook Panel: Equity trading in 2020: How to best position your trading desk to capitalize on future trends
- Exposing the future regulatory landscape: What would be the ideal scenario versus the reality: How can you best prepare for both?
- Radical market structure shifts: How will the interaction between the buy side, sell side, trading venues, and technology providers change?
- Mathematicians vs. economists: What will be the most desirable trader profile in the coming decade?
- The evolution of the human trader: How will the trader skill-set need to evolve to keep up with technology advancements?
