US Trading and Best Execution Summit – 2021 – Day 2 Panel Recordings

US Trading and Best Execution Summit – 2021 – Day 2 Panel Recordings

Panel recordings are available from the Capital Markets Strategies US Trading and Best Execution Summit held on May 12-13, 2021.

Keynote “Fireside Chat” – Conversation with the SEC

Panelist

  • Hester M. Peirce, Commissioner, U.S. Securities and Exchange Commission

Panel – Managing Data Around Order Routing and Execution – An Examination of Transaction Cost Analysis (TCA)

Topics
  • Challenges to measuring and analyzing execution quality and trading performance
  • Tools and services available for the buyside to more easily analyze and consume trading data
  • Impact of recent transparency initiatives and need for further reform

Panelists

  • Ari Burstein, Moderator, President, Capital Markets Strategies
  • Miles Huffman, Global Head of Transaction Cost Analysis, Vanguard
  • Kate McAllister, Sales and Relationship Management, Global Liquidity Partners
  • Kevin O’Connor, Head of Analytics and Workflow Technologies, Virtu Financial
  • Dan Royal, Global Head of Equity Trading, Janus Henderson Investors

Panel – Outsourcing – What Institutional Investors Need to Know when Considering their Options

Topics
  • Factors to consider around outsourcing of trading functions
  • Examination of different outsourcing models and providers
  • Regulatory issues to consider when outsourcing

Panelists

  • Ari Burstein, Moderator, President, Capital Markets Strategies
  • James Dombach, Shareholder, Murphy & McGonigle
  • Randall McDonald, Head of Outsourced Trading, Wells Fargo Securities
  • Joram Siegel, Managing Director, Head of Fixed Income Outsourced Trading, Cowen
  • Clive Williams, Head of Trading, Rock Springs Capital

Panel – Trading and Best Execution in Fixed Income Securities

Topics
  • Specific issues to consider when trading fixed-income
  • Challenges to measuring and analyzing execution quality and trading performance
  • Examination of issues surrounding liquidity

Panelists

  • Ari Burstein, Moderator, President, Capital Markets Strategies
  • Paul Daley, Managing Director, Head of Fixed Income Lab, BondWave
  • Robert Daly, Director of Fixed Income, Glenmede Investments
  • Jennifer Han, Chief Counsel & Head of Regulatory Affairs, Managed Funds Association
  • Matheus Pereira, Head of Trading, Flow Traders US

Panel – The Relationship Between Fund Directors and the Trading Desk – Facilitating a More Productive Conversation

Topics
  • Examination of Board oversight of trading issues and the role of the fund Director
  • Significant topics for Directors to consider relating to trading and best execution and the changing market structure landscape
  • How Directors can effectively communicate with traders and others involved in the trading/best execution process

Panelists

  • Amy Lancellotta, Moderator, Former Managing Director, Independent Directors Council (IDC)
  • Hugh Hurley, Independent Director, Oakmark Funds and HSBC Global Asset Management (US) Funds
  • Bruce Leto, Partner, Stradley Ronon

Panel – Trading and Best Execution in Derivatives, Futures, Options and FX

Topics
  • Specific issues to consider when trading derivatives, futures, options and FX
  • Challenges to measuring and analyzing execution quality and trading performance

Panelists

  • Walt Lukken, Moderator, President and Chief Executive Officer, FIA
  • David Farrell, Chief Operating Officer, ICE Futures U.S.
  • Mike Golding, Head of Trading, Optiver
  • Ellen Greene, Managing Director, Equity and Options Market Structure, SIFMA
  • JJ Kinahan, Chief Market Strategist, TD Ameritrade

Panel – Trading Digital Assets, Crypto and Bitcoin – Considerations for Institutional Investors

Topics
  • How to trade and invest in digital assets
  • Update on key regulatory proposals and changes and best execution considerations
  • Innovations in trading platforms and trading tools

Panelists

  • Dave Weisberger, Moderator, Co-Founder & CEO, CoinRoutes
  • Joshua Lim, Head of Derivatives, Genesis Trading
  • Greg Tusar, Head of Institutional Product, Coinbase
  • Jason Urban, Co-Head Galaxy Digital Trading, Galaxy Digital

Date

May 12 2021
Expired!

The event is finished.

Comments are closed.