09.50 – 10.00: Morning Refreshments in The Exchange

10.00 – 10.40: EQ Roundtables, Round 1
Join our dynamic roundtables, led by industry experts, where 8-10 buy side professionals engage in innovative discussions. These sessions are designed to spark transformative market structure and technology initiatives, all within a confidential environment that encourages open and rich idea exchange.

Roundtable 1: From low- to no-touch – how far can you take your automation capabilities?
Storyteller: Joe Bellman, Dealing Manager, Arbuthnot Latham & Co

Roundtable 2: : Evaluating algo performance – building systems to select optimal algorithms for market conditions and order types.
Storyteller: Phoebe Nockolds, Head of Trading, Independent Franchise Partner

Roundtable 3: The rise of bilateral liquidity – how are the buy side interacting with direct-to-market trading?
Storyteller: Christopher Hughes, Equity Trader, Royal London Asset Management

Roundtable 4: TCA 2.0 – reviewing cost-effective ways of upscaling your pretrade analytics.
Storyteller: Callum McPherson, Head of Dealing, Evenlode Asset Management

Roundtable 5: Bridging the gap – strategies for harmonising primary and secondary Equity markets.
Storyteller: Stuart Lawrence, Head of UK Equity Trading, UBS Asset Management

10.45 – 11.30: EQ Roundtables, Round 2

Roundtable 1: Broker scorecard development – driving performance and transparency to improve trading outcomes.
Storyteller: Tim Miller, Senior Trader, Fidelity Investments

Roundtable 2: Turning raw data into trading gold – strategies to navigate a sea of Equity execution data.
Storyteller: Neil Palan, Multi-Asset Dealer, Sarasin and Partners

Roundtable 3: Navigating the evolving landscape of equity ETFs – innovations, opportunities, and alternative ways to execute.

Roundtable 4: AI for Equities – where can AI and algorithms do the heavy lifting on the trading desk?

Roundtable 5: High-touch workflow – how are the buy side utilising block-crossing networks and engaging with brokers?

Roundtable 6: Off-exchange Equities – assessing the alternative means of accessing liquidity that are bearing fruit.

11.30 – 12.00: Networking Break in The Exchange

12.00 – 13.00: EQ Workshops, Round 1
Engage in our focused, expert-led workshops tailored to enhance knowledge and skills in specific industry areas. Limited to 15-20 participants, these sessions ensure a professional and in-depth learning experience designed to address some of the biggest challenges you face in each asset class.

Workshop 1: Developing a Cross-Asset TCA framework – from design and implementation
to ongoing refinement.
Hosted by: big xyt

Workshop 2: Establishing signals amongst the noise – using AI to revolutionise your pre-trade analytics.

13.00 – 14.00: Lunch and Networking in The Exchange

14.00 – 15.00: EQ Workshops, Round 2

Workshop 1: Building the smart desktop – bridging the gap of technology, data and fragmented systems for scalability.

Workshop 2: Gaining an edge – identifying pain points to improve trade automation and performance.

15.00 – 15.10: Afternoon Refreshments in The Exchange

15.10: Leadership Xchange: AI – is it really living up to the hype?
David McClelland, Technology Reporter, BBC Presenter and Transformation Lead in Financial Services, Media and Telecoms
Rebecca Healey, Founder, MindfulMarkets.AI, Redlap Consulting Ltd.
Cathy Gibson, Global Head of Trading, Ninety One Asset Management

• From curiosity to practical implementation – AI’s trajectory in trading.
• Current use cases – how are buy side firms currently implementing AI-driven tools for execution and internal process optimisation?
• Liquidity profiling, pre-trade price prediction, algo selection, data analysis and more -where can AI make a difference now?
• Navigating the challenges of AI adoption – governance, regulatory hurdles, data privacy concerns and the very real obstacles to overcome.

15.40: Leadership Xchange: Breaking boundaries – evaluating the benefits of Cross-Asset trading gurus vs. single-asset trading specialists
Sabina Awan, Former Head of Strategic Initiatives, Fidelity International
Rich Turner, Senior FX and Equities Trader, Insight Investments
Sam Knight, Director of Global eTrading, Fidelity International
Peter Welsby, Head of FICC Trading, Manulife
Frans de Wit, Head of Trading, PGGM

• How are buy side firms integrating Cross-Asset strategies in their personnel, technology and trading practices, and where does specialisation in single assets remain essential?
• How are trading desks managing resources more fluidly to ensure they have the right resources in the right places?
• What concrete advantages does Cross-Asset trading offer over siloed methods, and how can firms effectively capitalise on these benefits?
• Which technology providers excel in Cross-Asset solutions, and how do their products compare with those tailored to single asset classes in terms of improving trading performance?
• Which strategies from specific asset classes have been successfully adapted across multiple classes, and how do these approaches enhance performance and opportunities?

The Finance Hive Social: Summer Party @ CMX

16.10: Happy Hour on The Hive! Unwind with your colleagues and peers with food, drink and games, as well as music

09.50 – 10.00: Morning Refreshments in The Exchange

10.00 – 10.45: FI Roundtables, Round 1
Join our dynamic roundtables, led by industry experts, where 8-10 buy side professionals engage in innovative discussions. These sessions are designed to spark transformative market structure and technology initiatives, all within a confidential environment that encourages open and rich idea exchange.

Roundtable 1: Cracking the code – how to automate bond trading effectively.
Storyteller: Sven Rudolf, Head of Trading, ODDO BHF Asset Management

Roundtable 2: Rethinking the role of the EMS – finding solutions for the unique needs of bond trading.
Storyteller: Paul Ferrier, Head of Fixed Income and FX Trading, GAM

Roundtable 3: Resolving pricing discrepancies – data-driven strategies for better, more accurate pricing.
Storyteller: Eric Murphy, Multi-Asset Trader, Irish Life Investment Management

Roundtable 4: Upping your TCA game – effective data gathering and analysis techniques for more informed decision making.
Storyteller: Ash Sharma, Trading Analytics Manager, Aviva Investors

Roundtable 5: Credit futures – a strategic tool for asset managers’ implementation, liquidity and growth.
Storyteller: Elina Asimakopoulou, Senior Cross-Asset Execution Trader, Societie Generale

10.45 – 11.30: FI Roundtables, Round 2

Roundtable 1: Optimising ETF trading – enhancing workflow, speed and volume.
Storyteller: Raphael Stern, Global Head of Fixed Income Portfolio Management, ETFs and Index Strategies, Invesco

Roundtable 2: Portfolio trading excellence – identifying which providers excel in and are adapting to an evolving landscape.
Storyteller: Stuart Campbell, Managing Director, Head of Fixed Income Trading, Bluebay Asset Management

Roundtable 3: Derivative workflow optimisation – the journey to improved workflow efficiency and electronification.
Storyteller: Jasper Livingsmith, Former Director, Head of G7 Portfolio Management, Treasury, EBRD

Roundtable 4: The future of Fixed Income execution – data, automation, and the quest for alpha.
Storyteller: Lucette Yvernault, Head of Systematic Fixed Income, Fidelity International

Roundtable 5: Knowledge is power – finding the winning TCA formula.

Roundtable 6: Alternative trading venues – reviewing new liquidity avenues for more cost-effective trading.

11.30 – 12.00: Networking Break in The Exchange

12.00 – 13.00: FI Workshops, Round 1
Engage in our focused, expert-led workshops tailored to enhance knowledge and skills in specific industry areas. Limited to 15-20 participants, these sessions ensure a professional and in-depth learning experience designed to address some of the biggest challenges you face in each asset class.

Workshop 1:Developing a Cross-Asset TCA framework – from design and implementation
to ongoing refinement.
Hosted by: big xyt

Workshop 3: The push for centrally cleared repo – how is this shaping the future of repo trading?

13.00 – 14.00: Lunch and Networking in The Exchange

14.00 – 15.00: FI Workshops, Round 2

Workshop 1: Building the smart desktop – bridging the gap of technology, data and fragmented systems for scalability.

Workshop 3: Ascending the automation ladder – exploring the pinnacle and boundaries of automated credit trading.

15.00 – 15.10: Afternoon Refreshments in The Exchange

15.10: Leadership Xchange: AI – is it really living up to the hype?
David McClelland, Technology Reporter, BBC Presenter and Transformation Lead in Financial Services, Media and Telecoms
Rebecca Healey, Founder, MindfulMarkets.AI, Redlap Consulting Ltd.
Cathy Gibson, Global Head of Trading, Ninety One Asset Management

• From curiosity to practical implementation – AI’s trajectory in trading.
• Current use cases – how are buy side firms currently implementing AI-driven tools for execution and internal process optimisation?
• Liquidity profiling, pre-trade price prediction, algo selection, data analysis and more -where can AI make a difference now?
• Navigating the challenges of AI adoption – governance, regulatory hurdles, data privacy concerns and the very real obstacles to overcome.

15.40: Leadership Xchange: Breaking boundaries – evaluating the benefits of Cross-Asset trading gurus vs. single-asset trading specialists
Sabina Awan, Former Head of Strategic Initiatives, Fidelity International
Rich Turner, Senior FX and Equities Trader, Insight Investments
Sam Knight, Director of Global eTrading, Fidelity International
Peter Welsby, Head of FICC Trading, Manulife
Frans de Wit, Head of Trading, PGGM

• How are buy side firms integrating Cross-Asset strategies in their personnel, technology and trading practices, and where does specialisation in single assets remain essential?
• How are trading desks managing resources more fluidly to ensure they have the right resources in the right places?
• What concrete advantages does Cross-Asset trading offer over siloed methods, and how can firms effectively capitalise on these benefits?
• Which technology providers excel in Cross-Asset solutions, and how do their products compare with those tailored to single asset classes in terms of improving trading performance?
• Which strategies from specific asset classes have been successfully adapted across multiple classes, and how do these approaches enhance performance and opportunities?

The Finance Hive Social: Summer Party @ CMX

16.10: Happy Hour on The Hive! Unwind with your colleagues and peers with food, drink and games, as well as music

09.50 – 10.00: Morning Refreshments in The Exchange

10.00 – 10.40: FX Roundtables, Round 1
Join our dynamic roundtables, led by industry experts, where 8-10 buy side professionals engage in innovative discussions. These sessions are designed to spark transformative market structure and technology initiatives, all within a confidential environment that encourages open and rich idea exchange.

Roundtable 1: Pricing options – solving the conundrum as a buy side cohort.
Storyteller: Christian Ritzmann, Head of Trading Money Market and FX, Swiss National Bank

Roundtable 2: Turning data into action – how can digging into FX reject code data lead to positive results?
Storyteller: Nigell Todd, Head of Global Foreign Exchange Trading, Fidelity International

Roundtable 3: Data-driven FX approaches – buy side strategies to effectively evaluate your trading performance.
Storyteller: Nathan Vurgest, Director of Trading, Record Currency Management

Roundtable 4: Pre-trade FX analysis – how to ensure you are receiving honest assessments of your FX trading to make better decisions.
Storyteller: Joseph Forde, FX Trader, Brown Brothers Harriman

Roundtable 5: Streamlining forwards and fixing workflows – strategies for cost savings and process optimisation.
Storyteller: Jasper Livingsmith, Former Director, Head of G7 Portfolio Management, Treasury, EBRD

10.45 – 11.30: FX Roundtables, Round 2

Roundtable 1: Efficient FX cash management – optimising the use of effective tools to support an efficient structure.
Storyteller: Taylor Samek Richardson, Head of FX Market Trading, RBC investor Services

Roundtable 2: The FX automation drive – what technology is streamlining the most intricate parts of FX trading?
Storyteller: Nicolas Bader, Liquid Strategies Group- Senior Multi Asset Trader, GIC

Roundtable 3: Accelerated settlement – steps to mitigate risk around misaligned settlement cycles.
Storyteller: Katie Renouf, Global Investment Management Distribution, Mesirow

Roundtable 4: Optimising NDF trading – speed, efficiency and advanced algorithms for execution best practices.

Roundtable 5: Alternative FX liquidity – which liquidity pools are gaining traction and adding value?

Roundtable 6: FX hedging – strategies to generate returns on the back of lower interest rates.

11.30 – 12.00: Networking Break in The Exchange

12.00 – 13.00: FX Workshops, Round 1
Engage in our focused, expert-led workshops tailored to enhance knowledge and skills in specific industry areas. Limited to 15-20 participants, these sessions ensure a professional and in-depth learning experience designed to address some of the biggest challenges you face in each asset class.

Workshop 1: Developing a Cross-Asset TCA framework – from design and implementation
to ongoing refinement.
Hosted by: big xyt

Workshop 4: Challenging the status quo – how is the new liquidity order reshaping FX trading?

13.00 – 14.00: Lunch and Networking in The Exchange

14.00 – 15.00: FX Workshops, Round 2

Workshop 1: Building the smart desktop – bridging the gap of technology, data and fragmented systems for scalability.

Workshop 4: FX futures vs. OTC forwards – operational and strategic integration for cost, transparency and efficiency gains.

15.00 – 15.10: Afternoon Refreshments in The Exchange

15.10: Leadership Xchange: AI – is it really living up to the hype?
David McClelland, Technology Reporter, BBC Presenter and Transformation Lead in Financial Services, Media and Telecoms
Rebecca Healey, Founder, MindfulMarkets.AI, Redlap Consulting Ltd.
Cathy Gibson, Global Head of Trading, Ninety One Asset Management

• From curiosity to practical implementation – AI’s trajectory in trading.
• Current use cases – how are buy side firms currently implementing AI-driven tools for execution and internal process optimisation?
• Liquidity profiling, pre-trade price prediction, algo selection, data analysis and more -where can AI make a difference now?
• Navigating the challenges of AI adoption – governance, regulatory hurdles, data privacy concerns and the very real obstacles to overcome.

15.40: Leadership Xchange: Breaking boundaries – evaluating the benefits of Cross-Asset trading gurus vs. single-asset trading specialists
Sabina Awan, Former Head of Strategic Initiatives, Fidelity International
Rich Turner, Senior FX and Equities Trader, Insight Investments
Sam Knight, Director of Global eTrading, Fidelity International
Peter Welsby, Head of FICC Trading, Manulife
Frans de Wit, Head of Trading, PGGM

• How are buy side firms integrating Cross-Asset strategies in their personnel, technology and trading practices, and where does specialisation in single assets remain essential?
• How are trading desks managing resources more fluidly to ensure they have the right resources in the right places?
• What concrete advantages does Cross-Asset trading offer over siloed methods, and how can firms effectively capitalise on these benefits?
• Which technology providers excel in Cross-Asset solutions, and how do their products compare with those tailored to single asset classes in terms of improving trading performance?
• Which strategies from specific asset classes have been successfully adapted across multiple classes, and how do these approaches enhance performance and opportunities?

The Finance Hive Social: Summer Party @ CMX

16.10: Happy Hour on The Hive! Unwind with your colleagues and peers with food, drink and games, as well as music

09.50 – 10.30: Head Trader Think Tank: Peak alpha – elevating the role of your trading desk
Hosted by: Shaun Copeman, Head of FICC Trading, FederatedHermes
Lynn Challenger, Global Head of Trading, UBS Asset Management

• How are you promoting and acting as an internal champion for your trading desk, ensuring you are viewed as an alpha contributor?
• What elements are trading heads taking onto the desk to show value-add?
• What services can you offer to the investment teams, utilising your technology to support the investment process?
• Can you put a dollar value on alpha generation on the trading desk?

10.45 – 11.30: Head Trader Think Tank: What will AI mean for my job?
Hosted by: Rebecca Healey, Founder, MindfulMarkets.AI, Redlap Consulting Ltd.

• What role should AI play for the trading desk and how does this impact you and your team?
• How can you incorporate AI into your trading workflows?
• Behavioural changes on the back of AI – what lessons can be taken from electronic execution into AI-driven workflows?
• Knowledge sharing on AI – how are buy side firms currently implementing AI-driven tools for execution and internal process optimisation?
• What can you achieve for your desk with AI as a co-pilot?
• Balancing the AI opportunity with risk – what are the challenges, risks and threats of AI you need to be aware of?

11.30 – 12.00: Networking Break in The Exchange

12.00 – 13.00: Head Trader Think Tank: Emerging Markets – overcoming barriers, improving transparency and promoting standards
Hosted by: BBVA

• Addressing restrictive trading rules, operational and logistical challenges and high-failed trade rates – how can you establish which EM markets are more efficient and aligned with global standards?
• Advice on how to trade EM in a more efficient and better way – what are the buy side strategies to overcome barriers to entry?
• How can market participants reduce barriers to entry and advocate for regulatory changes that would facilitate smoother trading for international investors?
• Transparency and data – how to overcome inconsistent pricing and increase the reliability and accuracy of your data sources for EM.
• How to stay updated on the varying rules, and disparate regulations in EM.
• Regional focus – MENA, India and LATAM.

13.00 – 14.00: Lunch and Networking in The Exchange

14.00 – 15.00: Head Trader Think Tank: T2, T1, the path to T0 and blockchain potential
Allan Guild, Director, Hilltop Walk Consulting
Jim Goldie, EMEA Head of Capital Markets, ETFs and Indexed Strategies, Invesco
Virginie O’Shea, Founder, Firebrand Research
Andrew Douglas, Chairman, UK T+1 Taskforce Technical Group

• Reviewing the potential divergence in settlement timelines between the UK and Europe – getting ahead of the regulatory issues and operational challenges.
• Advocating European-wide preparation to minimise disruption – what should you be doing now?
• Blockchain potential – how can this revolutionise the settlement process and achieve instantaneous or same-day settlement?
• Blockchain implementation – what is the path needed for broad industry acceptance and technological readiness on the desk?
• Settlement efficiency and reducing associated risks – how is the industry taking this forward
  step to improve financial market stability and competitiveness?

15.00 – 15.10: Afternoon Refreshments in The Exchange

15.10: Leadership Xchange: AI – is it really living up to the hype?
David McClelland, Technology Reporter, BBC Presenter and Transformation Lead in Financial Services, Media and Telecoms
Rebecca Healey, Founder, MindfulMarkets.AI, Redlap Consulting Ltd.
Cathy Gibson, Global Head of Trading, Ninety One Asset Management

• From curiosity to practical implementation – AI’s trajectory in trading.
• Current use cases – how are buy side firms currently implementing AI-driven tools for execution and internal process optimisation?
• Liquidity profiling, pre-trade price prediction, algo selection, data analysis and more -where can AI make a difference now?
• Navigating the challenges of AI adoption – governance, regulatory hurdles, data privacy concerns and the very real obstacles to overcome.

15.40: Leadership Xchange: Breaking boundaries – evaluating the benefits of Cross-Asset trading gurus vs. single-asset trading specialists
Sabina Awan, Former Head of Strategic Initiatives, Fidelity International
Rich Turner, Senior FX and Equities Trader, Insight Investments
Sam Knight, Director of Global eTrading, Fidelity International
Peter Welsby, Head of FICC Trading, Manulife
Frans de Wit, Head of Trading, PGGM

• How are buy side firms integrating Cross-Asset strategies in their personnel, technology and trading practices, and where does specialisation in single assets remain essential?
• How are trading desks managing resources more fluidly to ensure they have the right resources in the right places?
• What concrete advantages does Cross-Asset trading offer over siloed methods, and how can firms effectively capitalise on these benefits?
• Which technology providers excel in Cross-Asset solutions, and how do their products compare with those tailored to single asset classes in terms of improving trading performance?
• Which strategies from specific asset classes have been successfully adapted across multiple classes, and how do these approaches enhance performance and opportunities?

The Finance Hive Social: Summer Party @ CMX

16.10: Happy Hour on The Hive! Unwind with your colleagues and peers with food, drink and games, as well as music