EVENT AGENDA

8:00 - 8:45

Registration & Breakfast

8:45 - 9:00

Greetings from the MC

Ken Starr, Head of Product Operations, ICE Data Services

9:00 - 9:15

Welcome Remarks

Lynn Martin, President & COO, ICE Data Services

9:15 - 9:45

D.C. Perspectives

Congresswoman Kathleen Rice (D, NY)
Hope Jarkowski, Co-Head Government Affairs, Intercontinental Exchange

9:45 - 10:45

New Product Development Innovations

Rob Haddad, Head of Product Strategy and Innovation, ICE Data Services
Marty Williams, Head of Business Development, Reference Data, ICE Data Services

10:45 - 11:00

BREAK

11:00 - 12:00

Fixed Income Market Structure

Moderator
Kevin McPartland, Managing Director, Greenwich Associates

Speakers
Mike Nappi, VP, Senior Fixed Income Trader, Manager of Business Systems Analysis, Eaton Vance
Alex Sedgwick, Head of Fixed Income Market Structure and Electronic Trading, T. Rowe Price
Francis Romano, Head of BondPoint Sales

12:00 - 1:00

Lunch & Fireside Chat

Jeff Sprecher, Chairman & Chief Executive Officer, Intercontinental Exchange and Chairman, New York Stock Exchange
Lynn Martin, President & COO, ICE Data Services

1:00 - 1:45

Market Events and Valuation Practices

Moderator
Susan Wyderko, President & CEO, Mutual Fund Directors Forum

Speakers
Michelle Kelly, Director Pricing and Valuation, Virtus Investment Partners
Patrick Castellani, Assistant VP, Core Operations - Valuation, Capital Group
Larry Rountree, Senior Vice President, Head of Pricing, Northern Trust

1:45 - 2:30

Fixed Income ETF Launch Trends

Moderator
Douglas Yones, Head of Exchange Traded Products, NYSE

Speakers
Phil Galdi, Head of Indices, ICE Data Services
Patty Kao, Head of Fixed Income ETF Product Development, BlackRock iShares
Fran Rodilosso, Head of Fixed Income ETF Portfolio Management, Van Eck

2:30 - 2:45

BREAK

2:45 - 3:00

The Reg Corner: Liquidity Rule Proposal & Rule 17a-7

David Scalzetti, Senior Director of Regulatory Products, ICE Data Services

3:00 - 4:00

Liquidity Risk Management & SEC Report Modernization

Moderator
Michael Kardok, Senior Vice President and Fund Treasurer, Natixis

Speakers
Michelle Beck, EVP, Chief Risk Officer, Nuveen
Jamila Abston, Partner, Financial Services Risk Management, E&Y
Erika Panyard, Vice President, US Bancorp Fund Services
Rob Haddad, Head of Product Strategy and Innovation, ICE Data Services

4:00 - 4:45

Back-Testing Fixed Income Pricing

Moderator
Curt Ruoff, Managing Director and Global Head of Pricing, BlackRock

Speakers
Andrew Hui, Portfolio Valuation Data & Analytics, J.P. Morgan
Jessica Zhang, Senior Vice President of Investment Operations, PIMCO
Sukesh Thekkenmar, Vice President, Pricing & Valuations, AllianceBernstein

4:45 - 5:15

Closing Remarks

Mark Heckert, Head of Pricing & Analytics, ICE Data Services

5:30 - 7:00

Cocktails & Conversation on the NYSE Trading Floor

Location

New York Stock Exchange
11 Wall Street
New York, NY 10005

Date

Tuesday, June 19, 2018

Time

9:00 AM - 5:30 PM

Register Now