
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