2018 International Fixed Income Trader Forum

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2 2018 International Fixed Income Trader Forum Creating optimal buyside trading strategies and efficient trading desks This private and off the record meeting will allow buyside traders to share problems and solutions with their peers. The first portion of the event is dedicated to exclusively to the buyside, with sellside invited to share their expertise for the rest of the day Advisory Board Alexander Kuppler Head of Trading Arabesque Asset Management Ltd. Javier Dominguez Managing Partner Auriga Global Investors SV S.A. Johan Cok Senior Trader, Dealing Desk Bank Degroof Philip Bille Head of Buyside Dealing Desk Degroof Petercam Azra Wasti Senior Trader Daiwa Securities Brian Magee Head of European Trading GIC Javier Barnuevo Fixed Income Manager GVC Gaesco Felix Banzhaf Head of Trading MainFirst Bank AG Luxembourg Miles Kumaresan Global Head of Trading Nordea Investment Management Denmark Brent Robertson Managing Director, Trading OMERS Capital Markets Canada Sönke Steinert Head Execution Desk Partners Group Switzerland Naima le Noble Saghir Head of Securities Lending, Investment Services Robeco Investment Management, Inc. Netherlands Andreas Wollheim Head of Trading and Treasury SEB Asset Management Sweden Gregory Hanot Bond Trader Societe Generale Luxembourg Martin Hendry Multi Asset Trader Liontrust Asset Management UK

3 2018 International Fixed Income Trader Forum Agenda Tuesday 17 April Buyside only Sessions Buyside Registration, Breakfast and Informal Discussions My Biggest Problem and What I Am Doing About It Breakouts This open session will allow buyside delegates to meet with their direct peers and address whichever issues they are currently most focussed on. A list of topics for discussion will be canvassed in the run up to the forum. Joint Buyside and Sellside Sessions Opening Remarks MiFID II Beyond Implementation and Into Reality The run up to implementation of MiFID II has been frenetic for many parts of the industry as firms make decisions on research policies and implement new systems. This presentation will give an overview on how different firms have approached the challenges of implementation, and discuss if there are clues as to what regulatory enforcement might look like. Rachel Amos Regulation and Compliance Consultant, Former Senior Legal Counsel (Regulatory and Compliance) Abu Dhabi Investment Authority Abu Dhabi Practical Solutions to MiFID II Management Working together in small groups delegates will discuss the how their organisations have dealt with the implementation of MIFID II. What have been practical implications of working under the new regime? The working groups will be expected to share the results of their discussions with the panel, which will make up the second part of this session. Panellists will be made up of senior members of both the sellside and buyside community. Panelists: Javier Dominguez Martin Hendry Managing Partner Trader Fixed Income, FX, Equities, Derivatives Auriga Global Investors Liontrust Asset Management Coffee Break Sourcing Liquidity As fixed income asset managers and their underlying investors face an environment of rising interest rates, and a scaling back of quantitative easing, how can traders source liquidity across the spectrum of credit instruments? Who will the providers of liquidity and what will be the cost? Solving the Liquidity Conundrum

4 Working together in small groups delegates will discuss the how their organisations are dealing with the challenge of sourcing liquidity. The working groups will be expected to share the results of their discussions with the panel, which will make up the second part of this session. Panellists will be made up of senior members of both the sellside and buyside community Unpacking the ETF Tool Kit for Buyside Traders Panel discussion Exchange traded funds have become a vital tool for many fixed income portfolio managers. Understanding the underlying makeup of the ETFs available has therefore become extremely important, as has knowing the liquidity characteristics. This session will explore both how ETFs are being traded and what ETFs can tell us about the trading conditions across fixed income markets Luncheon Best Execution and TCA for Buyside Desks How are fixed income traders from across the buyside achieving and proving best execution? What types of tools are most commonly used and how do different clients approach the issue of TCA? This session will provide an overview of the options available to fixed income buyside traders Creating a Framework for Optimal Best Execution and TCA Working together in small groups delegates will discuss the how their organisations are dealing with the challenge of best execution and TCA. The working groups will be expected to share the results of their discussions with the panel, which will make up the second part of this session. Panellists will be made up of senior members of both the sellside and buyside community Coffee Break The Revolution Will Be Digitised Is Your Firm Up To Speed with Data Aggregation? Life has become very complicated for the buyside firms with the sheer volume of data now available. While some firms feel like they are using this data well, others feel like they are missing out and. This presentation will outline the opportunity and the problem, and ask whether this will be catalyst for greater cooperation between buyside firms? Practical and Actionable Insights into Data Aggregation for the Buyside Working together in small groups delegates will discuss the how their organisations are dealing with the challenges of data aggregation. Could this issue be the catalyst for the buyside working together? The working groups will be expected to share the results of their discussions with the panel, which will make up the second part of this session. Panellists will be made up of senior members of both the sellside and buyside community. Panelists: Miles Kumaresan Philip Bille Global Head of Trading Head of Buyside Dealing Desk Nordea Investment Management Degroof Petercam Copenhagen *Further panelists to be announced Electronic Trading and Algo Selection Panel discussion

5 With a plethora of providers and a continued focus from innovators, fixed income traders now find themselves rapidly catching up to their equity colleagues in terms of the array of tool on offer to them. This panel will focus on how traders can make the right choices, and what they can expect from future developments Closing Cocktails Forum Concludes Sponsoring Organizations Premier Sponsors Jane Street

2018 International Fixed Income Trader Forum Creating optimal buyside trading strategies and efficient trading desks

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