Panel recordings are available from the Capital Markets Strategies and TABB Group Fixed Income Trading and Best Execution Summit held on March 9-10, 2021, exploring the business, technological, and regulatory developments in the fixed income markets impacting trading and best execution.

Speakers were comprised of leaders from across the fixed-income industry, including institutional investors, investment advisers, asset managers, broker-dealers, service providers, vendors, regulators, and other market participants.

Keynotes were presented by Elad L. Roisman, Commissioner, U.S. Securities and Exchange Commission and Michael Arone, Chief Investment Strategist, State Street Global Advisors.

An agenda can be found here – CMS-TABB Fixed Income Summit – Final Agenda

If you have any questions about the conference, please contact: Ari Burstein, President, Capital Markets Strategies, at 202-904-8480 or at ari.burstein@capmktstrategies.com

Regulatory Developments in the US and Canadian Fixed Income Markets

• Ari Burstein, Moderator, President, Capital Markets Strategies
• David Dimitrious, Senior Special Counsel, Division of Trading and Markets, U.S. Securities and Exchange Commission
• Stephanie Dumont, Senior Vice President and Director of Capital Markets Policy, FINRA
• Richard Grant, Global Head of Regulatory and Government Affairs, AQR
• Chris Killian, Managing Director, SIFMA
• Tracey Stern, Manager, Market Regulation, Ontario Securities Commission

A New Way of Looking at Trading and Best Execution in the Fixed Income Markets – Advancements in Technology and Execution Tools

• Ari Burstein, President, Capital Markets Strategies
• Chris Bruner, Head of U.S. Institutional Fixed Income, Tradeweb
• Paul Hamill, Global Head of Fixed Income Distribution: Currencies and Commodities, Citadel Securities
• Michael O’Brien, Director of Global Trading, Eaton Vance
• Steve Toland, Co-Founder, TransFICC
• Ray Uy, Global Head of Fixed Income and Currency Trading, Invesco

Fixed Income Trading Spotlight – Addressing Data Needs in the Fixed Income Markets

• John Keller, ETF Product Manager, MarketAxess
• Kat Tatochenko, Global Head of Data, MarketAxess

Keynote Address – Fireside Chat on the State of Play in the Fixed Income Markets

• Michael Arone, Chief Investment Strategist, State Street Global Advisors

LIBOR Transition Update – Impact on Institutional Investors

• George Bollenbacher, Moderator, President, G. M. Bollenbacher & Co
• Umesh Gajria, Global Head of Index Linked Products, Bloomberg
• Alexandre Hardouin, Head of Rates, Refinitiv
• Matthew Hays, Partner, Dechert
• Elisabeth Kirby, Managing Director, Head of Market Structure, Tradeweb
• Glenn Taitz, Global Head of Market Structure, Invesco

Developments in Fixed Income Portfolio Trading and ETF Trading – Issues to Consider for Institutional Investors

• Ari Burstein, Moderator, President, Capital Markets Strategies
• Steve Laipply, US Head of Fixed Income ETFs, Blackrock
• Phil Cichlar, Institutional Sales & Trading, Fixed Income Specialist, Jane Street
• John Keller, ETF Product Manager, MarketAxess
• Brandon Matsui, Director, Portfolio Manager, DWS Group

Utilization of ETFs and Indices by Institutional Investors in Fixed Income Securities

• Ari Burstein, Moderator, President, Capital Markets Strategies
• Bill Ahmuty, Head of SPDR ETF Fixed Income Group, State Street Global Advisors
• Steve Sachs, Global Head of ETF Capital Markets, Goldman Sachs Asset Management
• Jarred Sherman, Managing Director, Portfolio Manager, J.P. Morgan Asset Management
• Brett Sussman, Institutional Trading, Flow Traders

Keynote Address – Fireside Chat on the SEC and Fixed Income Markets Reform

• Elad L. Roisman, Commissioner, U.S. Securities and Exchange Commission
• Michael Piwowar, Executive Director, Center for Financial Markets, Milken Institute

Regulatory and Market Developments in the European Fixed Income Markets

• Rebecca Healey, Moderator, Managing Partner, Redlap Consulting
• Matthew Coupe, Director, Cross Asset Market Structure, Barclays
• Philippe Guillot, Managing Director, Data and Markets, Autorité des Marchés Financiers (AMF France)
• Stephen Hanks, Manager, Markets Policy Division, Financial Conduct Authority
• Christoph Hock, Head Multi-Asset Trading, Union Investment
• Rudolf Siebel, Managing Director, BVI

Fixed Income Trading Spotlight – A Look at ETFs, Technology and Data and the Impact on Institutional Investors

• Adam Gould, Head of Equities, Tradeweb

How Institutional Investors are Managing Data Around Order Routing and Execution in the Fixed Income Markets  

• Clive Williams, Moderator, Former Global Head of Equity Trading, T. Rowe Price
• Vuk Magdelinic, CEO, Overbond
• Nicolas Masso, Global Co-Head of Credit Execution, UBS Bond Port
• Tim Monahan, Product Management, ICE Data Services

A Closer Look at the Municipal Bond Market – Implications for Institutional Investors

• Lynnette Kelly, Moderator, Former CEO, Municipal Securities Rulemaking Board
• John Bagley, Chief Market Structure Officer, Municipal Securities Rulemaking Board
• Robert Daly, Director of Fixed Income, Glenmede Investments
• Stephen Winterstein, Head of Municipal Fixed Income, MarketAxess

A Closer Look at the Treasury Securities Market – What Investors Need to Know

• Ari Burstein, Moderator, President, Capital Markets Strategies
• Nitin Gupta, Global Head of FID Automated Trading and Futures Distribution, Morgan Stanley
• Jennifer Han, Chief Counsel & Head of Regulatory Affairs, Managed Funds Association
• Peter Phelan, Former Deputy Assistant Secretary for Capital Markets – U.S. Department of the Treasury, Phelan Advisory
• Jerry Pucci, Head of Global Low Touch Fixed Income Trading and Global Head of Repo, Blackrock