Buy-side Perspectives Issue 14 Special edition | 页面 15

EQUITIES DAY 1 GLOBAL SUMMIT AGENDA Buy side only sessions – setting the objectives, empowering the buy-side in 2019 • • • Maximising the opportunity with broker relationships. The development of unbundled commission rate types and remaining implementation challenges. Buy-side empowered, objectives of the day and what the buy side together as a community should prioritise to shape a better equities market by 2020? Low touch, automation, routing methodologies and trading algorithms • • • • Striking the balance between active routing management and maximising the brokers value added services. What is better left to the brokers discretion? The added value of customisation, machine learning and artificial intelligence in trading algorithms. Trading at the close and passive strategies. The use case and limitations of algo-wheel technology. Managing algorithm suppliers by strategy. Innovations in trading technology, how to measure total cost of trading, performance and impact • • • • • • Overcoming legacy OMS limitations. The choice between multi-asset vs. best-of-breed trading technologies. Best practice outlier review process. What the buy side hope to achieve from their TCA and analytic tools. The art of measuring performance. How can big data benefit the trading desk? Beyond TCA, evaluating the various parameters to improve total cost of trading from the trade idea to settlement and any currency conversion; organisation, processes, technology, relationships Sponsor educational workshops (Bank of America Merrill Lynch, Barclays, Bloomberg, Credit Suisse, Instinet, ITG, Jefferies, Liquidnet, London Stock Exchange) Global regulations and final preparations for Brexit • • • • A regulators perspective on the MiFID II SI tick size regime, broker preferencing in periodic auctions, double volume caps. The expectations of the ESMA instrument reference and trading data one-stop shop solution. Need-to-know changing goal posts in the FCA Handbook, MiFID II/III, AIFMD, UCITS, CSDR, EMIR and US regulations. With less than 2 months to Brexit – are there any adjustments expected in how the buy side will trade equities on both sides of the English Channel? Calibrations to ESMA’s rules and the FCA’s new position. The liquidity landscape, high touch and block trading in the new market structure • • Various relationships and protocols for block trading: (Smarter IoIs - Use of risk - Block venues - Periodic auctions - RFQ) The impact on small/mid cap and emerging markets trading. A head trader’s perspective - organising the trading desk and managing staff careers • • Architecting the trader’s roles top down – bottom up to meet the organisational objectives. Distribution of roles and maximising the use of your talent pool Networking drinks sponsored by Liquidnet Sponsored by: