2018 Healthy Market Structure Conference

The 2018 Healthy Market Structure Conference at the New York Harvard Club will take place on June 26th and 27th. This intimate gathering of thought leaders, policymakers, regulators, and leading voices from within the industry will explore what's going on now and what's next in market structure at one of the most esteemed private social gathering venues in Manhattan.

Of course, we'll be talking about all of today's hot topics, but this won't be the usual talk. We will look to predict the future in anticipation of increasing standards in our rapidly evolving regulatory landscape. Expect frank discussions from our panels, as well as tangible take-aways for industry participants to reduce their risks and costs. 

Because this is a buyside-centric event, sponsorships are extremely limited and no media or press will be allowed for conference sessions.


Conference Agenda

 Day 1 - Tuesday, 26 June

  •  12:30 p.m. Registration, Harvard Club of New York, 35 West 44th Street, New York
  •  1:00 p.m. Welcome to the Conference
  •  1:10 p.m. Defending the Trade -- In an increasingly complex trading environment how can the buy side defend alpha, limit information leakage and mitigate implementation shortfall.
    • Moderator: Don Pontes (CalPERS),
    • Panelists: Craig Hurl (Ontario Teachers' Pension Plan), Stephen Komon (Colorado PERA), Kevin McKegney (Blackrock)
  • 2:10 p.m. Best Execution -- Modern approaches to better Best Execution for the buyside in the wake of increasing obligations. We'll look at recent SEC rules, FINRA's guidance, and the impact of MiFID II
    • Moderator: Chris Nagy (Healthy Markets)
    • Panelists: Rosanna Bruni (PSP), Robert Gouley (Ontario Municipal Employees Retirement System), Vlad Khandros (UBS)
    • 3:10 p.m. Coffee Break
    • 3:30 p.m. MiFID II -- Lessons learned from the recent implementation of the new rules and their impact on research and trading.
      • Moderator: Tyler Gellasch (Healthy Markets)
      • Panelists:  Mehmet Kinak (T. Rowe Price), Adam Sussman (Liquidnet)
      • 4:20 p.m. The Evolution of Transaction Cost Analysis -- From self-help questionnaires to third party analysis, this panel will explore modern TCA, and offer suggestions on improving efficacy while decreasing your burdens, as well highlight some opportunities to make your work easier.
        • Moderator Tyler Gellasch (Healthy Markets)
        • Panelists: Ray Ross (Clearpool), Jatin Suryawanshi (Jefferies), Elaine Wah (IEX)
      • 5:15 p.m. Fireside chat with FINRA Chief Legal Officer Robert Colby 
      • 6:00 p.m. Conference Mixer -- Mingle with your fellow market structure gurus over cocktails and hors d'oeuvres at the Harvard Club's Gordon Reading Room.
      • 8:00 p.m. Day One concludes

       Day 2 - Wednesday, 27 June

      •  8:00 a.m. Welcome Breakfast
      • 8:45 a.m. Morning Keynote, SEC Commissioner Robert J. Jackson, Jr.
      • 9:30 a.m. Finding Liquidity in the Fixed Income Market - Is there sufficient liquidity to meet investor demands? What are some tools and tactics to seek out available liquidity, including times of market stress.
        • Moderator Tyler Gellasch (Healthy Markets)
        • Panelists: Constantinos Antoniades (Liquidnet), Dan Huscher (IHS Markit), (TBD)
      • 10:15 a.m. Coffee Break
      • 10:30 a.m. FIMSAC & Regulatory Issues for Fixed Income - The SEC Fixed Income Market Structure Advisory Committee was formed to provide recommendations to bolster structure. The Committee has met more than seven times and already provided numerous recommendations. Hear about current and future recommendations to structure. 
        • Moderator: Chris Nagy (Healthy Markets)
        • Panelists: Tom Gira (FINRA), Lanny Schwartz (MSRB), (TBD)
      • 11:15 a.m. Best Execution and TCA for Fixed Income -- Regulators are increasingly providing guidance to firms to enhance best execution for fixed income products. This panel will explore the latest guidance and best practices for fixed income.
        • Moderator: Dave Lauer (Healthy Markets)
        • Panelists: Amar Kuchinad (Trumid), Kevin McPartland (Greenwich), Alex Sedgwick (T. Rowe Price)
      • 12:20 p.m. Closing Remarks
      • 12:30 p.m. Conference Ends

      Register here

       

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