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Agenda

12:00

Registration & Lunch Reception

13:00

Welcome

13:05

Thought Leadership on "The Journey to Tomorrow's Operating Model"

Edouard Leveque

Edouard Leveque

Head of AIM Sales, EMEA, Bloomberg L.P.

13:25

Panel Discussion on "The Journey to Tomorrow's Operating Model"

Arno Hartmann

Arno Hartmann

Head Operations, Suva

Chris Mills

Chris Mills

Financial Services Director, 6point6 Consulting

Francesco De Matteis

Francesco De Matteis

Head of Risk Management, Azimut Holding S.p.A.

Travis Barker

Travis Barker

Front Office COO, HSBC Global Asset Management (AMG)

Steve Ioannou

Steve Ioannou (Moderator)

Head of AIM and buy-side Risk, Bloomberg L.P.

14:25

Networking break

14:45

Product updates & roadmap

Palak Patel

Palak Patel

Global Product Manager, Bloomberg Buy-side OMS (AIM), Bloomberg L.P.

15:05

Position management product update

Join us to learn how the AIM Position Management suite of     solutions are transforming to offer innovative solutions to the evolving challenges in the Investment Management space. Our tools combine real time portfolio valuation and P&L monitoring with characteristic analysis and portfolio implementation, supporting the entire investment work-flow in a fully integrated work-space

Giorgio Masala

Giorgio Masala

Head of Position Management Product - AIM, Bloomberg L.P.

15:45

Order management product update

As the role of the trader evolves to keep pace with seismic shifts in  market structure, data science, and automation, please join us to  learn how Bloomberg's suite of order and execution solutions are  shaping the buy side trading desk of the future.

Eyal Yaron

Eyal Yaron

Head of Order Management Product - AIM, Bloomberg L.P.

16:25

Networking break

16:45

Buy-side risk solutions overview and application

As markets become more complex and volatile, increasing regulatory requirements, growing internal pressure to consolidate systems to reduce risks and costs, has made integrating OMS and risk capabilities more and more a focal point. Join us to learn how Bloomberg's Multi Asset Risk Solutions (MARS) are designed to take advantage of Bloomberg's market leading data and pricing analytics on solve your increasing risk needs and how these solutions can be leverage with your Bloomberg's Order Management Solutions (AIM) to create a holistic buyside solution.

Karsten Gaebele

Karsten Gaebele

Global Head of Buyside Enterprise Risk Sales, Bloomberg L.P.

Santhosh Varghese

Santhosh Varghese

MARS Business Development - DACH & Northern Europe, Bloomberg L.P.

17:25

Regulatory market update

As we await the European Commission to endorse the Securities Financing Transactions Regulation (SFTR), please join us to see how Bloomberg will assist our clients in complying with this regulation, and also the solutions Bloomberg currently provides to meet other regulatory reporting regimes.

Marc Summer

Marc Summer

SFTR Product Manager, Bloomberg L.P.

18:05

Closing remarks

Steve Ioannou

Steve Ioannou

Head of AIM and buy-side Risk, Bloomberg L.P.

18:10

AIM networking reception

08:00

Registration & breakfast reception

09:00

Welcome

Andrea Mosconi

Andrea Mosconi

Head of Sales, EMEA, Bloomberg L.P.

09:05

Asset Management 2025: Bloomberg - Simmons & Simmons survey report

Sarah Jane Mahmud

Sarah Jane Mahmud

Senior Policy Analyst, Bloomberg Intelligence, Bloomberg L.P

09:10

Uncovering opportunities in emerging markets

Gary Greenberg

Gary Greenberg

Head of Emerging Markets, Hermes

Man Wing Chung

Man Wing Chung

Investment Director, Value Partners Limited

Siobhan Morden

Siobhan Morden

Head of Latin America Fixed Income Strategy, Nomura Securities International

Damian Sassower

Damian Sassower (Moderator)

Chief EM Credit Strategist, Bloomberg Intelligence, Bloomberg L.P.

10:00

In conversation with Mark Mobius

Mark Mobius

Dr. Mark Mobius

Partner, Mobius Capital Partner

Tom Orlik

Tom Orlik (Moderator)

Chief Economist, Bloomberg Economics

10:30

Networking break

11:00

Sustainable investing - Integration vs engagement

Charles Dupont

Charles Dupont

Head of Infrastructure Finance, Schroders

James Gifford

James Gifford

Head of Impact Investing, UBS Wealth Management

Sacha Sadan

Sacha Sadan

Director of Corporate Governance, Legal & General Investment Management

Sarika Goel

Sarika Goel

Responsible Investment Manager Research, Mercer

Angus McCrone

Angus McCrone (Moderator)

Chief Editor, Bloomberg NEF

12:00

The future of mobility

Michael Dean

Michael Dean

Senior European Automotive Analyst Bloomberg Intelligence, Bloomberg L.P.

Colin McKerracher

Colin McKerracher

Head of Advanced Transport, BloombergNEF

13:00

Networking lunch

14:00

Keynote - Good Humans + Machines

Jeremy Waite

Jeremy Waite

Chief Strategy Officer, IBM Watson Customer Engagement (Europe) 

14:40

Machine learning applications in finance

Bruno Dupire

Bruno Dupire

Head of Quant Research, Bloomberg L.P.

15:10

AI & automation: Shaping the future of finance

Catalina Butnaru

Catalina Butnaru

Ambassador, City AI & Women in AI

Marco Fasoli

Marco Fasoli PhD

Managing Partner, A.I. Machines

Matthew Sargaison

Matthew Sargaison

Co-Chief Executive Officer, Man AHL

Thomas Durif

Thomas Durif

Global Head of Middle Office and Data products, BNP Paribas Securities Services

Jonathan Tyce

Jonathan Tyce (Moderator)

Senior Banks Analyst Bloomberg Intelligence, Bloomberg L.P.

16:00

Networking break

16:30

Quantamental strategies

Bruno Dupire

Bruno Dupire

Head of Quant Research, Bloomberg L.P.

Maurizio Luisi

Maurizio Luisi PhD

Senior Quantitative Portfolio Manager, Unigestion

Paul LaCoursiere

Paul LaCoursiere

Global Head of Corporate Research, Aviva Investors

Saeed Amen

Saeed Amen

Founder & Quant Strategist, Cuemacro

Javier Mitra Valdes

Javier Mitra Valdes (Moderator)

Quant Product Manager, Bloomberg L.P.

17:20

Will Blockchain transform the digital economy?

Mariana Gomez de la Villa

Mariana Gomez de la Villa

Senior Program Manager Blockchain, ING

18:00

Opening Networking Reception

The Steel Yard Cannon Street

Address: Allhallows Ln, London EC4R 3UE
Directions from the Bloomberg office here

08:15

Registration & breakfast reception

09:15

Opening Remarks

John Micklethwait

John Micklethwait

Editor-in-Chief, Bloomberg

09:20

The Outlook for Global Markets in 2019 and Beyond

Market stability persisted in 2018, despite shifting geopolitical alliances, upended trade deals and disruption in the post-war world order. What factors will have the biggest impact on the rest of this year, 2019 and beyond?

Tina Fordham

Tina Fordham

Managing Director, Chief Global Political Analyst, Citi

Richard Turnill

Richard Turnill

Managing Director, Global Chief Investment Strategist, BlackRock

Karen Ward

Karen Ward

Managing Director, Chief Market Strategist, EMEA, J.P. Morgan Asset Management

Anna Edwards

Anna Edwards (Moderator)

Anchor, Bloomberg Television

09:50

Brexit and the City: Implications for the Financial Sector

Our panel discusses the changing state of Brexit negotiations and considers how various scenarios could impact business and the City.

Michele Gesualdi

Michele Gesualdi

Chief Investment Officer, Kairos Investment Management

Gina Miller

Gina Miller

Co-Founder, SCM Direct, Transparency Campaigner

Barnabas Reynolds

Barnabas Reynolds

Partner, Head of the Global Financial Institutions Advisory & Financial Regulatory Group, Shearman & Sterling

David Merritt

David Merritt (Moderator)

Senior Executive Editor, EMEA, Bloomberg

10:20

Globalisation, Reform & Growth: The New Face of Middle East Capital Markets

The Saudi Stock Exchange Tadawul had an impressive 74 percent jump in revenue year-over-year, as reforms designed to increase liquidity and relaxed rules attracted foreign investors. Chair Sarah Al Suhaimi outlines her plan to sustain that momentum and grow interest in Middle East capital markets.

Sarah Al-Suhaimi

Sarah Al-Suhaimi

Chairperson, Tadawul

Erik Schatzker

Erik Schatzker (Moderator)

Editor-at-Large, Bloomberg

10:45

Networking Break

11:05

MiFID II: Life After Implementation

Nearly a year on from the rollout of MiFID II, the effect of  these regulatory changes is still being assessed. Our panel examines the impact from both a buy-side and sell-side perspective.

Stephen Hanks

Stephen Hanks

Markets Policy Manager, Financial Conduct Authority (FCA)

Alan Miller

Alan Miller

Co-Founder & Chief Investment Officer, SCM Direct

Jamal Tarazi

Jamal Tarazi

Director of European Business Development, Hudson River Trading (HRT)

Justina Lee

Justina Lee (Moderator)

Reporter, Bloomberg

11:35

Teamwork at the Top: Ares' Outlook for Direct Lending in Europe

Ares Management Executive Chairman Tony Ressler and CEO and President Michael Arougheti sit down with Bloomberg's Erik Schatzker for a rare joint interview on the growth of their direct lending business in Europe.

Michael Arougheti

Michael Arougheti

Director, Co-Founder, CEO & President, Ares Management

Tony Ressler

Tony Ressler

Co-Founder and Executive Chairman, Ares Management

Erik Schatzker

Erik Schatzker (Moderator)

Editor-at-Large, Bloomberg

12:00

The Next Frontier in Private Markets: Credit

Our panel explains where private credit fits into the fixed income landscape, and why there has been so much growth, in terms of both supply and demand, for this asset class.

Nicole Downer

Nicole Downer

Managing Partner and Head of Investor Relations, MV Credit

Dwight Scott

Dwight Scott

Senior Managing Director, President, Blackstone, GSO Capital Partners

Erik Schatzker

Erik Schatzker (Moderator)

Editor-at-Large, Bloomberg

12:30

Networking Lunch

14:00

Presentation: Getting Your Core in Shape

Regulation, technology and evolving client needs are prompting a re-think of asset allocation. This session reveals a recently published framework on evolving portfolio construction practices and how indexing strategies are poised to have a greater role at the core of portfolios.

Fergus Slinger

Fergus Slinger

Managing Director, iShares EMEA

14:15

Millennial Wealth: Investing in a New Generation

As the oldest millennials approach their fortieth birthday, financial institutions must adapt their businesses to appeal to a new generation of investors. This conversation focuses on the products and services the millennial investor values and how financial institutions are incorporating new strategies, utilising technology and partnering with startups to better serve this cohort.

Fabrizio Campelli

Fabrizio Campelli

Global Head, Deutsche Bank Wealth Management

Jason Kelly

Jason Kelly (Moderator)

New York Bureau Chief, Co-Anchor, Bloomberg Businessweek TV and Radio, Bloomberg

14:40

The Future of Trading: Building Public Confidence in Faster, Digitally Dominated Markets

Technology is rapidly changing the financial landscape, as information moves faster and more efficiently than ever before, and analytics enable investors to synthesise previously unfathomable amounts of data with a single keystroke. As equity and bond trading moves onto electronic platforms, prices have becoming more transparent and bid-ask spreads reduced. What will the next wave of innovation hold, and what can be done to build confidence in technologies that are already remaking the markets?

Robert Barnes

Robert Barnes

Global Head of Primary Markets; CEO, London Stock Exchange Group; Turquoise

Matthew Berger

Matthew Berger

Global Head of Fixed Income & Commodities, Jane Street

Cathy Gibson

Cathy Gibson

Head of Dealing, Royal London Asset Management

Jason Kelly

Jason Kelly (Moderator)

New York Bureau Chief, Co-Anchor, Bloomberg Businessweek TV and Radio, Bloomberg

15:10

Networking Break

15:30

Populism, Protectionism and Economic Nationalism's Impact on the Markets

Former White House Chief Strategist Stephen K. Bannon sits down with Bloomberg Editor-in-Chief John Micklethwait to discuss the growing support for populist and nationalist parties in Europe, and the effect of this constituency on the continent's financial markets, economies and the future of globalisation.

Stephen K. Bannon

Stephen K. Bannon

Former White House Chief Strategist and former CEO of the Trump campaign,

John Micklethwait

John Micklethwait (Moderator)

Editor-in-Chief, Bloomberg

16:00

Making the Public Case for Globalism and Open Markets

How can defenders of the rules-based order redefine the globalization debate? On the heels of a tour of the American Deep South for his BBC2 documentary 'Travels in Trumpland,' Former Shadow Chancellor Ed Balls sits down with Bloomberg Editor-in-Chief John Micklethwait for a conversation on why the case for globalisation is so difficult to make with voters.

Ed Balls

Ed Balls

Former Shadow Chancellor, Labour Party,

John Micklethwait

John Micklethwait (Moderator)

Editor-in-Chief, Bloomberg

16:30

Closing Remarks

John Micklethwait

John Micklethwait

Editor-in-Chief, Bloomberg

16:35

Closing Reception

08:15

Registration & Breakfast Reception

09:00

Opening Remarks ETF Invest Day

Dani Burger

Dani Burger

Reporter, Bloomberg TV and Radio

09:05

ETF Investing During the Return of Volatility

With central banks tightening liquidity, trade tensions cropping up, and a weakening synchronized global growth story, the period of just buying simple market-cap ETFs may be coming to an end. How can investor use passive vehicles to navigate the changing tide? Should they avoid volatility ETFs or use them as a hedge? Should they try to time the market through ETFs based on the economic cycle? Are currency hedging ETFs dead? Or will rising turbulence usher in a flight back to active management?

WIlliam Hobbs

WIlliam Hobbs

Chief Investment Officer, Barclays Investment Solutions, Barclays UK

Bryon Lake

Bryon Lake

Managing Director and Head of International ETFs, JPM Asset Management

Wei Li

Wei Li

Head of EMEA iShares Investment Strategy, Blackrock

Yakob Peterseil

Yakob Peterseil (Moderator)

Editor, ETFs Brief, Bloomberg News

09:35

Are ETFs the Silver Bullet for ETF Investors?

ETFs have been increasingly used as buy-and-hold funds by institutional investors. Should they be used as tools for tactical asset allocations as well as trading instruments? Should investors use ETFs rather than futures contracts to avoid rolling costs, or ETFs to avoid liquidity issues in markets like fixed income? Bloomberg convenes a panel of institutional investors to debate the pros and cons of the ETF phenomenon as a smart investment for the long term.

Dan Draper

Mr Dan Draper

Managing Director & Global Head of ETFs, Invesco

Arnaud Llinas

Arnaud Llinas

Head of ETFs & Indexing, Lyxor Asset Management

Michael O'Sullivan

Mr Michael O'Sullivan

CIO, International Wealth Management, Credit Suisse

Rory Tobin

Rory Tobin

Executive Vice President, Global Head of SPDR ETFs, State Street Global Advisors

Dani Burger

Dani Burger (Moderator)

Reporter, Bloomberg TV and Radio

10:10

Institutional ETF Trading: Liquidity Improving, Trade Sizes Growing

This session will introduce the results of Risk.net's second annual ETF trading survey, which captures feedback from nearly 300 buyside traders from institutions globally.  How are institutional traders changing their perception of ETF liquidity and how are they executing ETF trades? This year's report also puts a spotlight on MiFID II and its impact on trading and liquidity.

Slawomir Rzeszotko

Slawomir Rzeszotko

Head of Institutional Sales & Trading, Europe, Jane Street

10:20

Coffee Break

10:40

Why is European ETF trading so far behind the US?

MiFID II brought transparency on trading, a move that many hoped would fuel ETF growth in Europe. Most ETF trading on this side of the Atlantic takes place between institutions on off-exchange venues. Europe has the infrastructure for ETF trading to take off, but relatively muted interest from institutional and retail investors alike. What could make this change? And who is afraid of systematic internalisers?

Andrew Craswell

Andrew Craswell

Senior Vice President, Investor Services, Brown Brothers Harriman & Co

Carmen González-Calatayud

Ms Carmen González-Calatayud

Director, Senior Product Specialist Beta Strategies, HSBC Global Asset Management

Chris Meyers

Chris Meyers

Institutional Trader, Flow Traders

Keshava Shastry

Mr Keshava Shastry

Managing Director, Head of Capital Markets, Deutsche Asset Management

Will Hadfield

Will Hadfield (Moderator)

Market Structure Reporter, Bloomberg News

11:15

Smart Beta and Factor Based ETFs

Smart-beta has made life difficult for stock pickers but it has yet to compete with bond managers, whose active funds have avoided outflows. Will factors become as big a thing in the fixed income side as equity? Would investors use factor based ETFs as alternatives to traditional active investment strategies?

Lars Kalbreier

Mr Lars Kalbreier

CIO, Vontobel Wealth Management

Vitali Kalesnik

Vitali Kalesnik

Partner, Research Affiliates

Lorraine Sereyjol-Garros

Lorraine Sereyjol-Garros

Global Head of Sales ETF, BNP Paribas Asset Management

Dani Burger

Dani Burger (Moderator)

Reporter, Bloomberg TV and Radio

11:45

Global Data Spotlight: The Road to Transparency

Akiko Itano

Akiko Itano

Senior ETF Analyst, Bloomberg Global Data

11:50

Investor's Outlook on Theme ETFs: Next Big Thing or Fad?

ETFs are well known for efficient diversification - blockchain, marijuana and robots are all a part of the ETF universe now. Do theme ETFs actually make sense as part of a portfolio and what sector and country ETFs might have higher concentration risk? How do you evaluate a theme ETF for its value, and how durable are these themes likely to be over the long term? 

James Bevan

James Bevan

Chief Investment Officer, CCLA Investment Management

Deborah Yang

Deborah Yang

Managing Director, Global Head of ESG Index, MSCI

Tom Psarofagis

Tom Psarofagis (Moderator)

ETF Analyst, Bloomberg Intelligence

12:15

In Conversation with AXA IM Global Head of Fixed Income Hans Stoter

Hans Stoter

Hans Stoter

Global Head of Fixed Income and Interim Global Head of Multi Assets Client Solutions, AXA Investment Managers

Erik Schatzker

Erik Schatzker (Moderator)

Editor-at-Large, Bloomberg

12:35

Closing Remarks

Dani Burger

Dani Burger

Reporter, Bloomberg TV and Radio

12:45

Registration & lunch Bloomberg buy-side solutions training

13:30

Bloomberg buy-side solutions 13:30 - 14:30

13:30

Ethical investing trends and integration

Barnes training room 1st floor

Regulation and Asset Owners are increasingly asking Asset Managers to integrate ethical factors into their investment processes. However, poor data availability and reporting standards makes it difficult for asset managers to easily integrate. Ready made ESG scores can help, but they may not provide desired transparency and may not be focused on the factors that are core to your strategy or cover the universe of companies that you need. Join us to find out how Bloomberg can help you make this process easier with a comprehensive set of tools for analysis, a deep ESG data library with expanding coverage, unique ESG research, ESG news and now, an easy to use, customizable and fully transparent ESG scorecard.

Morgan Williams

Morgan Williams

Global Head of ESG, Bloomberg L.P.

Saarthak Chhabra

Saarthak Chhabra CFA

Equity Market Specialist, Bloomberg L.P.

13:30

Simplifying the complexities of front to back office workflow with Bloomberg Asset & Investment Manager (AIM)

Richmond training room 1st floor

Global managers and asset owners use AIM and understand the need to simplify workflow using a single integrated workflow to increase efficiency and reduce operational risk. 

Learn how Bloomberg AIM can bring together your day to day tasks and workflow within a single application. How decisions made in the risk applications will be compliance checked before execution on Bloomberg's leading execution platforms. Simplicity continues post trade enabling post trade efficiencies to be made whether your middle and back office is internally or externally supported.

Marina Kydonopoulou

Marina Kydonopoulou

Connectivity and Integration Solutions Sales, Bloomberg L.P.

Simon James

Simon James

Head of AIM European Sales, Bloomberg L.P.

13:30

How AI and NLP can help automate workflows and structure data via Bloomberg IB

Chiswick East training room 2nd floor

  • How NLP and AI can automate workflows and structure data via Bloomberg IB bringing efficiencies and integration.
  • Introduction to Bloomberg's IB API - including demo of workflows
  • Roadmap of Bloomberg IB and Enterprise IB
  • Q&A
Maliha Salim

Maliha Salim

IB Manager Product, Bloomberg L.P.

13:30

Post trade automation

Tower training room 2nd floor

The post trade process can be very inefficient due to fragmentation. Bloomberg offers an integrated solution to manage post trade exceptions in real time and communication with counterparts.

Ben Clay

Ben Clay

BSTP Sales, Bloomberg L.P

Marco Pontin

Marco Pontin

Head of Compliance and Reg Reporting EMEA, Bloomberg L.P.

13:30

How the Bloomberg-Barclays index acquisition is driving change in Fixed Income Portfolio Optimisation and trade implementation

Albert training room 1st floor

Following the recent Bloomberg-Barclays index acquisition, a presentation of the comprehensive workflow around managing fixed income portfolios will be given.

Included will be a brief overview of the Bloomberg Barclays indices and a demonstration of the capabilities of the Bloomberg Portfolio Analytics and Risk application (PORT). Replication, hedging and portfolio tilts will be discussed followed by a demonstration of trade implementation, post optimization, using the Bloomberg order management system, AIM.

Aria Pattinson-Speirs

Aria Pattinson-Speirs

Technical Relationship Manager, Bloomberg L.P.

Peter Schmidhauser

Peter Schmidhauser

Portfolio & Risk Analytics, Bloomberg L.P.

14:30

Bloomberg buy-side solutions 14:30 - 15:30

14:30

Fuel retailers, and the coming wave of Electric Vehicles

Barnes training room 1st floor

Demand for liquid transportation fuels in Norway, the U.K. and other key European markets is on track to decline as the penetration of electric vehicles grows. Such declines will pressure revenue growth for fuel retailers including Alimentation Couche-Tard through its Circle K branded stations, Tesco, BP, Shell and others

David Doherty

David Doherty

Oil Demand Specialist, BNEF

Rob Barnett

Rob Barnett

Senior Energy Policy Analyst, Bloomberg Intelligence

14:30

​Standard Initial Margin Model - Challenges facing buy-side institutions during 2019 and 2020 implementation phases.​

Richmond training room 1st floor

Following the gradual introduction of additional margin requirements under the BCBS-261 regulation (final deadline 2020) more and more buy side institutions are faced with the challenge of updating their current margin workflow and deciding if they need to post initial margin using the ISDA SIMM model.

In this session, the AIM and SIMM Product teams will demonstrate the following workflow:

  • Create a multi asset derivative portfolio in AIM using our derivative pricing functions;
  • Create a Initial Margin Credit Support Annex Agreement in LEDO, containing details of the CSA in question;
  • Using SIMM version 2.0, determine the Principal as well as Counterparty Initial Margin levels that the buy side client should post or receive from the counterparty in question.


Eduardo Pereira

Eduardo Pereira

SIMM EMEA Product Manager, Bloomberg L.P.

Jade D'Mello

Jade D'Mello

AIM Account Manager, Bloomberg L.P.

14:30

RFQ Trading & automation in the Equity market

Chiswick East training room 2nd floor

Discover what's new in the world of trade automation for Equities as well as Bloomberg's improved RFQ tool for ETFs, Options and Futures.

Antonin Guillebaud

Antonin Guillebaud

E-Trading & E-Commerce, Bloomberg L.P.

Patrick Dumont

Patrick Dumont

New Business Post Trade Analytics, Bloomberg L.P.

14:30

Alternative funds data and analytics: PE, HF,Real Assets and Bloomberg Mandates for funds and investors

Tower training room 2nd floor

As more investors look to Alternative Funds for exposure to non-correlated returns, learn about how Bloomberg's data and analytics capabilities across Private Equity, Real Assets and Hedge Funds can equip your decision making. Additionally, we invite you to discover Bloomberg Mandates, our service connecting institutional investors to relevant Alternative fund managers. This is a closed community only available to buy-side users, which assists investors in manager sourcing and assists funds in capital raising. This session is suitable for buy-side users only.

Elizabeth Ross

Elizabeth Ross

Hedge Fund & Alternative Investment Mandates, Bloomberg L.P.

Josh Kruse

Josh Kruse

Private Equity Data Analyst, Bloomberg L.P.

Tucker Piner

Tucker Piner

Hedge Fund Analyst, Bloomberg L.P.

14:30

Factor's idea generation and portfolio tilting

Albert training room 1st floor

How to harness a quant approach to enhance your portfolio return from alpha generation to portfolio construction.

- We will see how to monitor the market trends.
- How to construct a multi factor screening
- Portfolio construction embedding your factor views. 
- How to analyse an existing portfolio exposure to factor and how to use optimization to reduce unwanted risk and increase some seeked after exposure

Olivier Wibo

Olivier Wibo CFA

Research and Analytics Market Specialist, Bloomberg L.P.

15:30

Networking Break

16:00

Bloomberg buy-side solutions 16:00 - 17:00

16:00

BQL/BQuant for financial modeling & quantamental strategies

Albert training room 1st floor

Discover how Buy-Side Equity Research Analysts can utilise the Bloomberg Query Language (BQL) to easily and quickly build powerful company fundamental models in Excel. Additionally, preview how to go one step further and leverage BQL through Bloomberg’s Bquant (BQNT) environment, allowing you to rapidly develop and share, with a fine-looking interface, your Quantamental Strategy with Portfolio Managers in a single and integrated platform.

Peter Jacobs

Peter Jacobs

Quantitative Developer, Bloomberg L.P.

16:00

Technical analysis

Barnes training room 1st floor

Events impact prices everyday, creating opportunities and denting P&Ls. But the power of these events can be harnessed and explored, by using the right tools. During this session we will investigate what is the average impact of events as diverse as an earnings beat for an equity, a surprise in a DOE report for Crude Oil. We will also learn how to easily create custom events

Guido Riolo

Guido Riolo

Market Specialist Technical Analysis, Bloomberg L.P.

16:00

Improving your firm's data quality, control and insights with Bloomberg PolarLake & Bloomberg AIM

Richmond training room 1st floor

You will learn how Bloomberg PolarLake will improve the data quality used throughout your firm, add additional control around your data and data processes and provide insight into the data you are using. Learn about the unique integrated workflows that exist between Bloomberg PolarLake and Bloomberg AIM including the ability to deliver price hierarchies using multiple vendor price sources into AIM. Finally, learn how Bloomberg PolarLake is disrupting the index data management industry with its new service that provides more timely and transparent index data to your users.

Darren Slipman

Darren Slipman

New Business - AIM, Bloomberg L.P.

Mairi Morrison

Mairi Morrison

Application Specialist - Bloomberg PolarLake, Bloomberg L.P.

16:00

Fixed Income staging and automation in a MiFID II

Chiswick East training room 2nd floor

Learn how Bloomberg's FI trading tools have evolved since MiFID II. Learn how improved price discovery, advanced controls and our new automation tools can give you an edge in the market.

Patrice Tchikaya

Patrice Tchikaya

Fixed Income Specialist, Bloomberg L.P.