North American Electronic Bond Trading Forum

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Investors and issuers attend for free* 3rd Annual North American Electronic Bond Trading Forum The only independent meeting place for European high yield professionals May 10th & 11th, 2016 The Union League Club, New York Identifying the next phase of liquidity Silver sponsors: Bronze sponsors:

3RD ANNUAL NORTH AMERICAN ELECTRONIC BOND TRADING FORUM 3rd Annual North American Electronic Bond Trading Forum May 10th & 11th, 2016 The Union League Club, New York The story of fixed income trading continues to frustrate the market. With banks no longer able to warehouse risk, regulation continues to drive an evolving secondary market for corporate bonds, as the buyside endeavour to define their new role as liquidity providers. While the market is undergoing dramatic changes, it is crucial to get the most up-to-date information on industry s trends and secure your relationships with your clients. That is why the 3rd Annual North American Electronic Bond Trading Forum is the place to be. What s new? Last year, the 2nd Annual North American Electronic Bond Trading Forum gathered over 220 attendees for two days of networking and knowledge sharing. This year, we are taking it to the next level. Who attended in 2015? New in 2016 5% 5% 4% Champagne roundtables Discuss and debate sectorial issues with expert moderators over a glass of champagne, maximising your networking and learning opportunities in a relaxed 37% atmosphere. Blockchain breakfast briefing 24% Could Blockchain revolutionise fixed income trading? Find out during our exclusive session while having light refreshments with your peers on the morning of day two. Electronic voting Our new electronic voting system will allow you to 25% join the debate, actively participate and influence the outcomes of the sessions, getting the most out of your event experience. l Buyside 37% l Dealers 25% l Platform providers 24% l Exchanges 4% l Inter-dealer brokers 5% l Other 5% Enhanced networking In addition to the unrivalled learning opportunities, we will make sure you have plenty of time to network and do business with your fellow industry professionals. Contact them via our networking app, schedule in meetings and build new relationships with the market. Key speakers include: Christopher White, CEO, ViableMkts Constantinos Antoniades, Head of Fixed Income, Liquidnet Gabriele Frediani, Centurion, Tradition Gherardo Lenti Capoduri, Head of Market Hub, Banca IMI Grant Wilson, Managing Partner, Etrading Software Jonathan Sokobin, Chief Economist, FINRA

3RD ANNUAL NORTH AMERICAN ELECTRONIC BOND TRADING FORUM DAY ONE Tuesday May 10th, 2016 13:45 Oxford-Style Debate: This house believes that the buyside are the new market-makers in fixed income trading. Moderator: Kevin McPartland, Head of Markets Research, Greenwich Associates 08:15 Registration and refreshments 09:00 Chairperson s opening remarks 09:15 Keynote Address: US corporate bond market liquidity: Identifying the next phase n What is the current makeup of US liquidity, and how will it change? n Pricing and matching initiatives: Are they living up to their promise? n How does the market foresee regulatory change impacting trading volume? Jonathan Sokobin, Chief Economist, FINRA 09:45 How deeply is electronification continuing to penetrate bond markets? n What is the threshold for block-size trades? Does the market want it increased? n Odd-lots as a growing proportion of e-trading volume: are smaller ticket sizes good for the market? n Establishing the ideal role for voice trading in corporate bonds: How will traders pick and choose their e-commerce going forward? Michael Evelyn, Managing Director, The Seaport Group Gherardo Lenti Capoduri, Head of Market Hub, Banca IMI 10:30 Morning refreshments and networking break 11:15 Facilitating buyside liquidity flow: Resolving transparency and matching challenges n Scrutinising buyside pricing protocols: How will the buyside price bonds without dealers? n Pinpointing the ideal degree of anonymity for buyside traders to preserve liquidity n Is liquidity fundamentally in conflict with transparency? Bill De Leon, Global Head of Portfolio Risk Management, PIMCO Juan Landazabal, Global Head of Fixed Income Trading, Deutsche Asset & Wealth Management Constantinos Antoniades, Head of Fixed Income, Liquidnet Stu Taylor, CEO, Algomi 12:00 Keynote session: Examining new issuance premiums in corporate bonds: Does the system need improving? n How will outmoded bond issuance procedures catch up with shifting market infrastructure? n Do issuers have a role to play in facilitating a more liquid trading environment? n Analysing the bond market oligopoly: Is the equity-ipo model any less problematic? 12:30 Lunch 14:45 Scrutinising sellside approaches for establishing new trading relationships with the buyside n What will be the new role for dealers in fixed income trading? n Is the agency model sustainable in an illiquid setting? n Does the market foresee a scenario where dealers can once again warehouse risk? n What is the future for the dealer-to-dealer model in the US? Mikko Korhonen, Head of Fixed Income Trading USA, Norges Bank Investment Management 15:30 Afternoon refreshments and networking break 16:00 Electronification of US Treasuries as a model for fixed income trading n To what extent is market structure creating an illiquid trading environment for US treasuries? n How could the market apply treasury trading protocols to the corporate bond market? n Where does regulation of treasuries sit compared with corporates? n What e-solutions are available for an increasingly volatile on-the-run securities market? n CLOB vs RFQ: Which protocol targets liquidity more successfully? n What are the advantages of HFT over traditional dealer liquidity? n On-/off- the run treasuries: Do they require different solutions? Jonah Crane, Senior Advisor, US Department of Treasury 16:45 Champagne Roundtables The conference will break out into round table discussions, focused on specific issues. Led by an expert moderator, the roundtables will create an informal environment to discuss and debate sectorial issues over a glass of champagne. Attendees will be able to move around the tables, maximising networking and learning opportunities. n FINRA n Federal Reserve Bank of New York n Role of the dealer n Order Management Systems n US Treasuries n High-frequency trading liquidity n Buyside Liquidity Flow n Trading Protocols n Blockchain and fixed income trading n Interdealer Brokers n Swap Execution Facilities 18:15 Chairperson s closing remarks followed by drinks reception

3RD ANNUAL NORTH AMERICAN ELECTRONIC BOND TRADING FORUM DAY TWO Wednesday May 11th, 2016 08:45 Morning refreshments 09:10 Chairperson s opening remarks 09:15 Blockchain Breakfast Briefing The second day of the conference will open with a briefing on applications of Blockchain technology in fostering both liquidity and transparency in the market. Is it all hype, or could it revolutionise fixed income trading? 09:45 Growth or consolidation: How will the ATS space develop in the coming months? n Are we close to seeing all-to-all platforms attaining critical mass? n To what extent do the protocols on offer address buyside concerns over leakage? n How will platforms adapt to the behavioural changes of buyside firms? Brett Schechterman, Executive Director, Global Head of Fixed Income Platform Solutions, UBS Global Asset Management Alexander Marx, Head of Global Bond Trading, Fidelity 10:30 Introducing the equity exchange model into the corporate bond market: Is it workable? n How will an equity model function, given the diversity of bonds compared with equities? n What influence does the new issuance calendar have? Should bond issuance move towards an equity-ipo model? n Would equitisation realistically improve bond market liquidity? Grant Wilson, Partner, Etrading Software Moderator: Gabriele Frediani, Centurion, ZBO International 11:00 Morning refreshments and networking break 11:30 What work needs to be done to roll out EMS and OMS integration for fixed income trading? n How will the market resolve compliance issues with OMS & EMS integration? n To what extent will improved connectivity guarantee Best Execution n Adapting EMS and OMS data aggregation from equities into bonds Christopher White, CEO, ViableMkts 12:15 Exploring ongoing regulatory developments in the US and Europe: How is the market evolving? n To what extent are regulatory initiatives helping or hindering liquidity? n MiFID II: Contrasting the impact in the US vs Europe How prepared is the market for its implementation? n Will the US market accept more post-trade transparency? Jonathan Sokobin, Chief Economist, FINRA Sean Davy, Managing Director Market Structure, SIFMA 12:45 What will drive further tech adoption by the market into fixed income trading? n Establishing in-house links with technology firms to improve connectivity n Assessing the need for a more transparent composite price n Is market fragmentation leading to further data fragmentation? Greg Gurevich, Founding Partner & Portfolio Manager, Maritime Capital LLC Sassan Danesh, Founding Partner, Etrading Software 13:15 Chairperson s closing remarks followed by lunch and close of conference

3rd Annual North American Electronic Bond Trading Forum May 10th & 11th, 2016 The Union League Club, New York Register in 5 simple steps Please complete this simple electronic booking form, and then click on the submit your booking button at the bottom of the form or email to registrations@euromoneyplc.com 3rd Annual North American Electronic Bond Trading Forum www.euromoneyseminars.com/ebonds16 1. Tell us the name of your first Delegate 2. Do you require more tickets? Tell us how many Additional tickets (type in amount required) (New group booking discounts available.) PLEASE GIVE US THEIR DETAILS ON PAGE 7R 3. Select your ticket option: Super early bird offer until (Register before February 26th, 2016 and save $200) $1,699 Early bird offer until (Register before March 25th, 2016 and save $150) $1,849 Conference Full Price $1,999 4. How would you like to pay? I would like to pay by invoice. Bank transfer details will be on your invoice. This option expires May 6th, 2016 I would like to pay by credit card. We will contact you for credit card details. 5. Submit your booking SEND Please note that by submitting this form you agree to conditions below DATA PROTECTION TERMS AND CONDITIONS Euromoney Seminars is part of the Euromoney Institutional Investor PLC group of companies. We will use your information to process your registration and communicate with you about it. As an international group, we may transfer your data on a global basis. We may monitor use of our websites. Subject to your choices below, we may use your data for marketing. By submitting your details, you indicate your consent to the use of your data as identified here. Read our full privacy policy at [www.euromoneyplc.com]. Please tick if you don t want marketing from our group by telephone, fax, email, post or from companies outside our group (including sponsors). By ticking this box you agree to our Event Terms & Conditions and Privacy Policy. Cancellations must be received in writing (letter, fax, email) by April 26th, 2016. All cancellations received by this date will incur a 10% administration fee. If payment has been made, a refund less 10% will be processed; any outstanding invoices will be liable for 10% of the registration fee. Cancellations made after April 26th, 2016 will be liable for the full conference fees. Should you be unable to attend the event, a substitute may attend in your place at no extra charge. Euromoney seminars reserves the right to change details of the event, including speakers, sponsors, venue, currency and pricing at any time up to the date of the event.

3rd Annual North American Electronic Bond Trading Forum May 10th & 11th, 2016 The Union League Club, New York Second Delegate Super Early Bird rate: $1,449 (Register before February 26th, 2016) Early Bird rate: $1,599 (Register before March 25th, 2016) Full rate: $1,849 Third Delegate Super Early Bird rate: $1,299 (Register before February 26th, 2016) Early Bird rate: $1,399 (Register before March 25th, 2016) Full rate: $1,699 Fourth Delegate Super Early Bird rate: $1,149 (Register before February 26th, 2016) Early Bird rate: $1,249 (Register before March 25th, 2016) Full rate: $1,449 Q SAVE AND RETURN TO PAGE 6