Buy Side Only Platform Evaluation Day

Establish The Right Platform Partnerships To Prosper In The Current Landscape

10:00 AM - 10:50 AM Breakfast & Registration

10:50 AM - 10:55 AM Welcome Address

Oliver Kirkbright, Fixed Income Leaders Summit Director, WBR

10:55 AM - 11:00 AM Chairperson’s Opening Remarks

David Bullen, Director, Bullen Management

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David Bullen

Director
Bullen Management
  • The platform paradigm- How can you establish which initiative you should be supporting and why?

  • When evaluating platforms, what are the key areas you should be testing and looking out for?
  • What different platform models can help you prosper in a new electronic environment?
  • How can you establish what platform is best suited to fit into your current workflow?

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Carl James

Global Head of Fixed Income Trading
Pictet Asset Management
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Elizabeth Callaghan

Director, Secondary Markets - Market Practice and Regulatory Policy
ICMA
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Chris Perryman

Vice President, Fixed Income Trading
Pinebridge Investments
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David Bullen

Director
Bullen Management

11:30 AM - 11:50 AM Industry Perspective: How are the traditional players adapting their models to keep abreast of the evolution of eTrading?

Simon Maisey, Managing Director, Tradeweb
  • What impact has the wave of new fixed income initiatives had on the traditional fixed income platforms?

  • How are traditional players modernising their offering to compete with new entrants and offer you reliable liquidity?

  • How will the fixed income platform space pan out in the long term and what does this mean for the market structure as a whole?

  • Q&A- Get direct feedback with your buy side peers


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Simon Maisey

Managing Director
Tradeweb

Meet the Platforms

11:50 AM - 12:40 PM Platform Perspective: A 10 minute introduction to each initiative involved today- What is their USP and what benefits do they bring?

David Bullen, Director, Bullen Management
Meet 1-5 of the new initiatives:

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David Bullen

Director
Bullen Management

12:40 PM - 12:55 PM Refreshment Break

12:55 PM - 1:30 PM Meet 6-10 of the new initiatives


1:30 PM - 2:15 PM Refreshment Break

Q&A Roundtables

2:15 PM - 3:35 PM Buy side Q&A in roundtables - Break into separate groups of 8-10 buy side tables with your buy side peers

Buy side Q&A roundtables 1-5- Each Q&A session lasts 15 minutes

  • What are the key differences between the new initiatives and how can they help you overcome the liquidity drought?

  • How can the initiatives help you source new liquidity pools in liquidity constrained markets?

  • Where are the new platforms up to in their on-boarding life cycle and how successful has the process been?

  • What different eTrading protocols are available to the buy side and what benefits do they bring?


3:35 PM - 3:50 PM Refreshment Break

3:50 PM - 5:00 PM Buy side Q&A roundtables 1-5

Each Q&A session lasts 15 minutes


Live Vote

5:00 PM - 5:30 PM Wrap up session and Verdict: Take part in our live vote and find out what criteria the buy side feel are most important after today’s sessions

David Bullen, Director, Bullen Management Elizabeth Callaghan, Director, Secondary Markets - Market Practice and Regulatory Policy, ICMA Chris Perryman, Vice President, Fixed Income Trading, Pinebridge Investments

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Elizabeth Callaghan

Director, Secondary Markets - Market Practice and Regulatory Policy
ICMA
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Chris Perryman

Vice President, Fixed Income Trading
Pinebridge Investments
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David Bullen

Director
Bullen Management

5:30 PM - 5:35 PM Chairperson’s Closing Remarks

David Bullen, Director, Bullen Management

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David Bullen

Director
Bullen Management

5:35 PM - 11:59 PM Platform Evaluation Day Drinks Reception

Available to Platform Evaluation Day attendees only