New products, new liquidity providers, new business models, new platforms – the fixed income universe is changing as banks de-leverage and the buy side exercises more control over how it sources liquidity. Learn more about changes in the fixed income cash and derivative markets as the industry adjusts and innovates in response to regulation and a long-term low interest rate environment under QE. 

12 pm - 1 pm – Registration & Networking

1 pm – Opening Remarks, Will Rhode, Principal, Director of Fixed Income, TABB Group

1:15 pm – 2 pm – Liquidity in Derivatives

We look at why SEFS are different from other markets and how technology will help attract liquidity. 

Moderated by: Adam Sussman, Partner, Director of Research, TABB Group

Panelists:

Robert P. Burke, Head of Global OTC Clearing, Bank of America Merrill Lynch

Ron Levi, Chief Operating Officer,  GFI Group

Joe Stewart, Managing Director, Head of Cross Asset & Hedge Fund Sales, Americas, UBS Investment Group

George Harrington, CFA, Global Head of Fixed Income, Bloomberg

Mike O’Brien, CFA, Vice President, Director of Global Trading, Eaton Vance

2 pm – 2:45 pm – Special Armchair Conversation

Lee Olesky, CEO, Tradeweb with Bruce Richards, Co-Founder and CEO, Marathon Asset Management  

2:45 pm – 3:30 pm - Liquidity in Cash

Basel III/QE is forcing banks out of the principal business. How will buy-side firms source liquidity in the secondary markets when the primary party ends, and how will they manage risk when interest rate volatility returns?

Moderated by: Will Rhode, Principal, Director of Fixed Income, TABB Group

Panelists:

Jack Hattem, Managing Director and Senior Portfolio Manager, BlackRock

Rick McVey, CEO, MarketAxess

Dwayne Middleton, CFA, Executive Director, Head of US Fixed Income Trading,   Morgan Stanley Investment Management

Robert G. Smith III, President & Chief Investment Officer, Sage Advisory Services Ltd.

Dan White, Founder, Chairman & Chief Architect, InterDealer Information Systems

3:30 - 4 pm - Networking Break

4 pm – 4:45 pm – Product Innovation

We discuss the futurization of swaps, the prospect for fixed income ETFs as an alternative to CDSs, and other innovative trends likely to arise as a result of evolving regulation.

Moderated by: Henry Chien, Analyst, TABB Group

Panelists:

Peter Barsoom, COO, ICE

Isaac Chang, Global Head of Fixed Income, GETCO

Nathan Ondyak, US Head of Product, SwapClear, LCH.Clearnet

Sam Priyadarshi, Head, Fixed Income Derivatives, Vanguard

Sean Tully, Managing Director - Interest Rate Products, CME Group

4:45 pm – 5:15 pm -  Keynote -

CFTC Commissioner Scott O'Malia

5:15 pm – Closing Remarks

Larry Tabb, Founder & CEO, TABB Group

5:30 pm - Cocktail Reception

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