TradeTech FX USA 2019

February 13 - 15, 2019

National Doral, Miami

44 (0) 207 036 1355

FX eTrading Evaluation Day Buy Side Only - 02/13/19

12:00 pm - 12:30 pm Registration & Networking Lunch

12:30 pm - 12:35 pm Welcome Address: Oliver Kirkbright, TradeTech FX USA Editorial Director, WBR

12:35 pm - 12:40 pm Chairperson's Opening Remarks: Michael Koegler, Principal, ViableMKTS

12:40 pm - 1:00 pm Buy Side Keynote Interview: Setting new standards in eTrading- With intense cost pressures across the industry, what new technological solutions can drive efficiency across your trading workflow

Tomo Tokuyama - Head of Trading, First Quadrant
Ø  What are the key decision metrics the buy side need to consider when making decisions about how and where they source liquidity?
Ø  How are buy side best execution practices evolving to meet the demands and justification of your liquidity decisions?
Ø  As the buy side scrutinize their trading processes more closely, how should you examine your current counterparty relationships and selection criteria?
Ø  The rise of automation and market data- how are increased uses of execution algorithms impacting the role of the trading desk and how they optimize and monitor automated transaction flow?
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Tomo Tokuyama

Head of Trading
First Quadrant

1:00 pm - 1:20 pm View from the asset managers: Weighing up the merits of execution qualities and service offerings- How can you establish the best venues to help you meet your liquidity and best execution needs ?

Michael Koegler - Principal ViableMKTS Melissa Marquis - Managing Director, Currency Trading Technology, Wellington Management Co Alex Sedgwick - Head of Fixed Income and FX Market Structure, T. Rowe Price
Ø  What are the critical success factors that will define the success or failure of current venues as we move towards more consolidation?
Ø  What are currently the most commonly used trading protocols and how can you incorporate and utilize different workflows on the desk?
Ø  How can the use of multiple trading protocols complement each other to give you a wider picture of liquidity and still provide a smooth consistent workflow for your traders?
Ø Streamlining your partners- What is the optimal number of the partners you need to give you efficient access to liquidity without compromising your credit? 
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Michael Koegler

Principal
ViableMKTS

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Melissa Marquis

Managing Director, Currency Trading Technology
Wellington Management Co

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Alex Sedgwick

Head of Fixed Income and FX Market Structure
T. Rowe Price

1:20 pm - 1:40 pm View From The CTA'S: Fine tuning your eTrading- What makes next generation eTrading technology that can help you achieve best execution on a regular basis?

Michael Koegler - Principal ViableMKTS Thomas Gentile - Head of FX, Crabel Capital Management Isaac Lieberman - President and CEO, Aston Capital Management
Ø  What technology is currently of most importance to help you achieve best execution on a regular basis?
Ø  When incorporating new algos into your workflow, what are the key characteristics you should look out for?
Ø  How can you ensure your pre and post trade TCA is sufficient enough to help you establish your path to best execution?
Ø In-house TCA vs. 3rd party- How can you best establish when it is better to use 3rd party TCA and what are the standards you should be expecting from providers?
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Michael Koegler

Principal
ViableMKTS

Thomas Gentile

Head of FX
Crabel Capital Management

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Isaac Lieberman

President and CEO
Aston Capital Management

1:40 pm - 2:00 pm Innovation Keynote: Pushing the boundaries of eTrading innovation- What are the three biggest technology trends to look out for and how will they transform how you trade FX?

Ø  What are the biggest technological changes that are set to radically change the FX landscape in the next 5 years?
Ø  Assessing the levels of eTrading in FX markets- Where are we now and where do the boundaries lie for technological innovation?
Ø  Vendor management vs building internally- As more technology comes to FX markets where should you allocate resources and what factors should be considered?
Ø With ongoing technological innovation how can you keep track of new trends and make continuous investments to ensure you are maintaining a competitive advantage?

2:00 pm - 2:10 pm Buy Side Only Roundtables: Establishing the buy side wish-list- What are the key criteria you should consider when evaluating new technology providers?

Ø Meet your roundtable- In your groups of 8-10 buy side, take the chance to introduce yourselves to each other, and collaborate to establish what the top 3 key criteria is you will all look out for when meeting the providers. 

 

2:10 pm - 2:40 pm Afternoon Refreshment Break

New Trading Protocols and Technology Updates

2:40 pm - 3:40 pm Platform Presentations: What new liquidity innovation is each platform promoting

Listen to a 10 minute innovation pitch from each platform to fully understand:
Ø  Trading protocol or innovation promoted
Ø  Unique selling point
Ø  Buy side adoption rates
Ø What are they doing to keep themselves ‘current’?

3:40 pm - 4:10 pm Afternoon Refreshment Break

2:40 pm - 3:40 pm TCA and Algo Presentations: What new eTrading innovation is each provider promoting to help you improve your eTrading capabilities

Listen to a 10 minute innovation pitch from each provider to fully understand:
Ø  Innovation promoted
Ø  Unique selling point
Ø  Buy side adoption rates
Ø What are they doing to keep themselves ‘current’?

3:40 pm - 4:10 pm Afternoon Refreshment Break

Meet The Providers

4:10 pm - 5:25 pm Drill Down Roundtables: Evaluate the newest FX venues with your peers to understand who is best placed to meet your liquidity needs

Ø  Break into groups of 8 buy side and sit with each platform on roundtables to engage in an open Q&A discussion with your peers
Each roundtable lasts 15 minutes
 
Roundtable 1: BidFX
Roundtable 2: 360T
Roundtable 3: NEX
Roundtable 4: MarketFactory
Roundtable 5: Currenex

4:10 pm - 5:25 pm Drill Down Roundtables: Evaluate the newest FX TCA and Algo offerings with your peers to understand who is best placed to meet your eTrading needs

Ø  Break into groups of 8 buy side and sit with each platform on roundtables to engage in an open Q&A discussion with your peers
Each roundtable lasts 15 minutes
 
Roundtable 1: BNP Paribas
Roundtable 2: OneZero Financial
Roundtable 3: Morgan Stanley
Roundtable 4: ITG
Roundtable 5: Deltix

5:25 pm - 6:25 pm Drinks Reception- Available to FX eTrading evaluation day attendees only