Fixed Income Leaders Connect USA 2024

November 12 - 13, 2024

Omni New Haven Hotel at Yale | New Haven | Connecticut

Michael Koegler

Managing Principal Market Alpha Advisors

Michael Koegler has over 30 years of experience in the financial services industry. Prior to cofounding Market Alpha Advisors, Michael was a Principal at ViableMkts, a market structure and FinTech advisory firm, and the Head of Marketing and Strategy at Javelin Capital Markets, a CFTC-regulated Swap Execution Facility. He has an extensive background in a wide range of asset classes, including liquid rates, OTC derivatives, futures, foreign exchange, municipal securities, corporate bonds and structured credit. He has a deep knowledge base in the technology and market structure of all fixed income, currency and commodity markets. During the course of his career, Michael has held senior leadership positions at sell-side financial institutions, including JPMorgan Chase, Bear Stearns, UBS and Jefferies. He has an undergraduate degree in Computer Science from the College of William & Mary and an MBA from Cornell’s Johnson Graduate School of Management. Michael is a Commodity Trading Advisor and holds series 24, 7, 63 and 3 licenses with FINRA and the NFA.

Main Day 1 | 12th November

9:30 AM Panel: Liquidity: How can you leverage the latest market innovations to source new and alternative liquidity pools across fragmented markets?

  • How can the buy-side best access liquidity pools in the current market landscape and collaborate to meet investor demands in a higher interest rate environment  
  • How are market-moving events in 2024 like the US election will impact liquidity and trading costs? 
  • How can the buy side lead adoption of liquidity solutions and how can dealers aim to provide full suite of liquidity tools to meet varying client needs? 
  • How are emerging non-bank liquidity providers focusing on holistic offering across algos, ETFs/PTs and voice? 
  • Automated market-making helps adjust pricing to reflect current market conditions 

1:50 PM Panel: Workflow automation: How can you utilize the most recent advancements in workflow technology to enhance interoperability, streamline processes, and boost efficiencies within your workspace?

  • How can we enhance trader-PM communication integration to improve collaboration and data sharing? 
  • How can you integrating disparate data sources into workflows and leverage advanced technologies for automation? 
  • How is the lack of true commercial buy-side reference data standards creating barriers for integrated OMS/EMS workflows? 
  • How can you integrate OMS/EMS systems from different vendors and with differing levels of buy-side sophistication and budgets? 
  • How maintaining partnerships with dealer community is key to gain efficiencies?

 

Main Day 2 | 13th November

10:10 AM Interview: AI Applications: How can buy side leverage AI to enable unlock unique investment opportunities and generate alpha for clients?

  • How can you empower trading desks and investment teams with AI and ML to enhance decision-making capabilities for trading desks and investment teams? 
  • How can you better understand AI analytics techniques and governance implications for effective applications? 
  • How can you apply AI in trading and investment workflows by enhancing cost efficiency and speed? 
  • How can you implement ethical guidelines and robust data security measures in AI-driven investment processes? 
  • How can you balance human expertise with generative AI in investments to optimize investment processes and leverage their respective strengths? 

12:30 PM Event roundup: How can we move the needle on critical buy side initiatives and execution priorities to enhance the untapped potential of fixed income as an asset class?

  • How can you integrate cross-asset trading platforms and implement advanced trading platforms that support seamless integration across multiple asset classes? 
  • How can you ensure data interoperability and utilize standardized data protocols and APIs to enable smooth data exchange and integration across different trading systems? 
  • How can you leverage real-time analytics and deploy real-time analytics tools to provide comprehensive insights and support decision-making across various assets? 
  • How can you optimize risk management and integrate robust risk management frameworks that account for the complexities of multi-asset trading environments? 
  • How can you enhance trading execution and employ smart order routing and algorithmic trading strategies to achieve optimal execution across diverse asset classes? 

Check out the incredible speaker line-up to see who will be joining Michael.

Download The Latest Agenda