Define how to adapt your trading and investment strategies to best navigate current turbulent equities marketplace
TradeTech Agenda
Agenda Day 1
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11:00 am - 12:00 pm
11:00 am - 12:00 pm
Virtual Boardroom – How is data and technology changing active portfolio management and driving smarter investment decision making?
Learn moreAttendance for 12 primary attendees with a portfolio management background. First come, first served sign up.
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12:00 pm - 1:00 pm
12:00 pm - 1:00 pm
Workshop – How to drive business transformation through data-driven innovation in fast-moving markets, and fulfil the ever-changing security and compliance needs
Learn moreAttendance for 15 primary attendees. First come, first served sign up.
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1:00 pm - 2:00 pm
1:00 pm - 2:00 pm
Think Tank- A view from the top: How can buy side leaders best adapt trading strategies and business models to set the trading desk up for success in the future marketplace?
MONDAY 7th SEPTEMBER - INTERACTIVE DAY
Agenda Day 2
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3:00 pm - 3:15 pm
3:00 pm - 3:15 pm
Welcome Address: Anna Andrews, Editorial Director, WBR
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3:00 pm - 3:40 pm
3:00 pm - 3:40 pm
Panel Discussion – Exploring the road to recovery: How are the global stock markets set to behave over the next few months and where are the most profitable investment and execution opportunities?
Lynn Challenger, Global Head, Trading & Order Generation, UBS Asset Management
David Miller, Head Trader, Invesco
Tom Stevenson, Head, Equity Trading, EMEA, Fidelity International
Shane Swanson, Senior Analyst, Market Structure and Technology, Greenwich AssociatesLearn more- How have trading patterns changed during these periods of volatility and what has this meant for how trades are executed?
- Has there been a move from more high touch to low touch trading and if so, how has this played out and why?
- How will this change in volatility alter how desks adapt and respond moving forward?
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3:40 pm - 4:00 pm
3:40 pm - 4:00 pm
Keynote Interview - Where can you find value in the current volatile and competitive equities and derivatives market?
Magnus Linder, Head, Equities & Derivatives Trading, Swedbank Robur
Kenneth Monahan, Senior Analyst, Market Structure and Technology, Greenwich AssociatesLearn more- How are traders and PMs extracting value from the market and adjusting portfolios?
- Given COVID-19, how have finding these opportunities changed?
- How have investor demands for derivatives and ESG derivatives evolved?
- What are the best strategies to source these opportunities?
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4:00 pm - 4:30 pm
4:00 pm - 4:30 pm
Interview – How have EMS capabilities evolved in an increasingly multi-asset and multi-broker world and how have current providers stepped up their connectivity and boosted performance?
Joseph Bacchi, Head, Multi-Asset Trading, Acadian Asset Management
Robert Watts, VP, Global Sales Director, Trading Solutions, FactSet -
4:30 pm - 5:15 pm
4:30 pm - 5:15 pm
Panel Discussion– How can you best leverage enhanced TCA in a more systematic way to drive smarter trading decisions and overcome market turbulence?
Kenneth Monahan, Senior Analyst, Market Structure and Technology, Greenwich Associates
Alastair Clarke, European Equity Trader, Capital Group
Dylan Kluth, Head, Dealing, EMEA and Americas, Global Dealing, AMP CapitalLearn more- How are providers integrating ML approaches into their solutions and how it this really enhancing their solutions and making them more customisable?
- How can TCA truly be used in an automated process?
- How has the vendor community catered for buy side requests for transparency and independence?
- How can a rudimentary price be given for block trades in pre-trade analytics?
- How are TCA platforms accounting for the increasing volumes of passive managers and ETFs traded?
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5:15 pm - 6:00 pm
5:15 pm - 6:00 pm
Roundtable 1: How can you best adapt trading strategies and business models to set your trading desk up for future success?
Learn more -
5:15 pm - 6:00 pm
5:15 pm - 6:00 pm
Roundtable 2: How to build out your technology infrastructure and cloud capabilities to make better trading decisions and respond to market changes at speed
Learn more -
5:15 pm - 6:00 pm
5:15 pm - 6:00 pm
Roundtable 3: How to navigate the new post-pandemic market structure to better source and optimise your liquidity blend to improve execution outcomes
Learn more -
5:15 pm - 6:00 pm
5:15 pm - 6:00 pm
Roundtable 4: How to drive smarter and faster trading decisions through enhanced and more transparent market data feeds
Learn more
TUESDAY 8th SEPTEMBER
Succeeding in the New Marketplace
Leveraging the Latest Trading Tools
Interactive Roundtable Discussions: Participate in a closed door discussion with 10 Heads of Trading from large asset managers to discuss your biggest challenges and opportunities
Agenda Day 3
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3:00 pm - 3:00 pm
3:00 pm - 3:00 pm
Welcome Address: Anna Andrews, Editorial Director, WBR
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3:00 pm - 3:30 pm
3:00 pm - 3:30 pm
Interview- The role of a winning multi-asset execution strategy post-pandemic: what are the trading tools and data needed to succeed?
Christoph Hock, Head, Multi-Asset Trading, Union Investments
Kenneth Monahan, Senior Analyst, Market Structure and Technology, Greenwich AssociatesLearn more- How has the drive for more multi-asset solutions been affected by COVID-19?
- What part of the trading process do you need to invest in?
- Generalist vs specialist trader - how to best distribute trading responsibilities across the desk and what works best when?
- What are the best approaches to leverage cross-asset technologies? What tools need to remain separate and how is this managed from a resource perspective?
- Trade structure: Given different commission structures, what administrative structures are needed?
- What other back office structures that need to be addressed and improved?
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3:30 pm - 4:00 pm
3:30 pm - 4:00 pm
Case Study – Scaling AI and ML frameworks to transform your business operations: What are the most effective ways to monitor and measure its success?
Sharad Shandilya, VP, AI and Big Data, Fidelity Investments
Learn more- How can AI be used effectively in the investment process and where are the real limitations at present?
- What are the key considerations about AI governance and ethics that now need to be considered?
- How can you effectively monitor long term and reactive AI?
- How are portfolio managers and traders currently making decisions and how does an ML framework play into this?
- What are the scale and growth opportunities now and what are the current limitations?
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4:00 pm - 4:30 pm
4:00 pm - 4:30 pm
Case Study - A US case study on how to use ML for smarter stock selection during the coronavirus outbreak
Tony Guida, Executive Director, Senior Quant Research, RAM Active Investments
Learn more- How is machine learning being applied in a unique way in the research process?
- How can ML be used alongside traditional data in alpha prediction and what does this show?
- How does this approach shed light on long term predictions of stock performance and why is this so important given current market conditions?
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4:30 pm - 5:00 pm
4:30 pm - 5:00 pm
Case Study – How to exploit new analytics innovations on your trading desk to gain critical insights that help navigate extreme volatility
Learn more -
5:00 pm - 5:30 pm
5:00 pm - 5:30 pm
Case Study - How to use ML to automate fundamental analysis and drive the construction of a custom strategy during market stress
Charles Glah, CEO, Divergence Capital
Learn more- What is the current ecosystem for custom strategies and what are the current use cases?
- What ML approaches can we use to better construct a custom strategy in an automated fashion?
- How do ML approaches compare across, short, medium and long term horizons?
- What would the ultimate solution look like?
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5:30 pm - 6:00 pm
5:30 pm - 6:00 pm
Case Study – How to leverage alternative data sources to help you cut through the noise in the current information overload landscape
Chafic Merhy, Head, Quantitative Research, Ostrum Asset Management
Learn moreChafic Merhy, Head, Quantitative Research, Ostrum Asset Management
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6:00 pm - 6:45 pm
6:00 pm - 6:45 pm
Roundtable 1: How to leverage smart O/EMS developments to flag new multi-asset opportunities, improve desk communications and drive desk efficiencies?
Learn more -
6:00 pm - 6:45 pm
6:00 pm - 6:45 pm
Roundtable 2: How to successfully integrate best-in-class technologies into your trading ecosystem to drive intelligent workflow and make smarter and more systematic execution decisions
Learn more -
6:00 pm - 6:45 pm
6:00 pm - 6:45 pm
Roundtable 3: How to best action more detailed trade characterisation and real-time data to drive smarter trading decisions
Learn more -
6:00 pm - 6:45 pm
6:00 pm - 6:45 pm
Roundtable 4: How to get more from your current data sets and make them accessible and applicable to your whole organisation
Learn more
WEDNESDAY 9th SEPTEMBER
Driving Technology Resilience
Using AI and ML to Drive Value in Turbulent Times
Interactive Roundtable Discussions: Participate in a closed door discussion with 10 Heads of Trading from large asset managers to discuss your biggest challenges and opportunities
Leading Content. Zero Cost. Zero Travel.
Leading Content. Zero Cost. Zero Travel.
Hear from Trading Innovators
Get Solutions to Pressing Problems
Industry leading Insight
“A truly international equities audience, this is a MUST ATTEND”Supurna Vedbrat, Global Head, Trading Blackrock
All of the Major Players in One Place:
In Partnership With:
How Our Virtual Events Work
How Our Virtual Events Work
Participating in a virtual event is easy. Once you and your team register, each of you will receive a link to access the presentations. You can also add the event to your Outlook or other calendar as a reminder. You do not need to download or install any software to participate. All you need is Internet access. The sessions will be recorded, and will be available for a limited time afterwards. It’s going to be a great event!
