Equities Leaders Summit USA 2016 (past event)

December 05 - 07, 2016

44 20.7368.9472

Next Generation Analytics Under the Microscope: Buy-Side Only Evaluation Day

12:25 - 13:25 Welcome Lunch & Registration

13:25 - 13:35 Chairperson’s Opening Remarks

Richard Johnson

Market Structure and Technology
Greenwich Associates

13:35 - 14:05 Buy side Perspective: Next generation analytics under the microscope: Where are the opportunities to capitalize on advanced technology to dramatically improve execution performance?

  • How can pre and post trade analytics be leveraged to improve execution transparency and performance – good and bad experience

  • Exploiting developments in real-time and micro-structure analytics: Where is the industry headed and how can the buy side best take advantage?

  • How can data on execution performance be transformed into actionable knowledge?

  • Establishing which providers are best suited to your current workflow: What questions should be asked to fully understand the pros and cons of each initiative?

Clive Williams, Head of Global Equity Trading at T.Rowe Price

Clive Williams

Head of Global Equity Trading
T.Rowe Price

Miles Huffman, Head of Equity Analytics and TCA at Vanguard

Miles Huffman

Head of Equity Analytics and TCA
Vanguard

Bill Skutch

Head Trader
Scopus Asset Management

14:05 - 14:45 Provider Perspective Meet the trading and analytic innovators - How are they changing the execution and analytics landscape? What are the unique features of each initiative and how can they help you to gain better insight into your pre-, intra- and post- trade data to achieve best execution and improve trading performance?

  • An introduction to each execution analytics provider today - What is their USP that is not offered anywhere else?

  • How can cross-asset initiatives help you streamline and improve execution across the desk?

  • What advances in TCA and venue analysis are allowing traders to develop a micro-level understanding of execution, enriching the detail in best execution for clients?

  • How are providers increasing functionality in response to the market pressures, and what benefits do they offer?
Jim Ross, Managing Director, Institutional Equities at CODA

Jim Ross

Managing Director, Institutional Equities
CODA

Matt Celebuski

CEO
Trade Informatics

Kevin O’Connor

Managing Director
ITG

14:45 - 15:15 Coffee break

  • RT 1 – Trade Informatics
  • RT 2 – Jim Ross, Managing Director, Institutional Equities, CODA Markets

Nick Gulden

Director, Global Execution Sales
Citi

Michael Wilder

Managing Director, New Business Development and Marketing
ITG Analytics

Matt Celebuski

CEO
Trade Informatics

Kevin O’Connor

Managing Director
ITG

Pete Jenkins

Institutional Equities
CODA Markets

Tom Kane

Financial Services
Trade Informatics

16:05 - 16:35 Coffee break

  • RT 3 – Nick Goulden, Director, Global Execution Sales, Citi
  • RT 4 - TBC


Nick Gulden

Director, Global Execution Sales
Citi

Jim Ross, Managing Director, Institutional Equities at CODA

Jim Ross

Managing Director, Institutional Equities
CODA

Michael Wilder

Managing Director, New Business Development and Marketing
ITG Analytics

Matt Celebuski

CEO
Trade Informatics

Kevin O’Connor

Managing Director
ITG

Pete Jenkins

Institutional Equities
CODA Markets

Tom Kane

Financial Services
Trade Informatics

17:25 - 17:55 Wrap up session and Verdict: Take part in this interactive session to determine the critical requirements of future execution analytics

17:55 - 18:00 Chairperson’s Closing Remarks

Richard Johnson

Market Structure and Technology
Greenwich Associates

18:00 - 23:59 Buy Side Analytics Evaluation Day Drinks Reception

Please join CODA Markets for sunset cocktails and celebration as theymark the launch of a new on-demand auction for the institutional community.