Webinar

Streamlining Liquidity Through Bloomberg Indications of Interest (iois)

On Demand
Duration: 35 Minutes
Original Date: October 31, 2022

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As firms navigate fragmented equity markets, liquidity discovery remains critical in the marketplace. There are multiple tools at a buy-side trader's disposal- how and when are each deployed at an asset manager? How do brokers increase block trading and react to price movements? More importantly, how does each institution achieve best execution in today's trading environment?

Learn how some buyside firms execute large trades and evaluate their trading strategy post-trade. Furthermore, we discuss with a sellside broker on how they are adapting to the current market structure.

Discussion points:
  • Automation, Darkpools, and Block Trading
  • Data Quality in Indication of Interest (IOIs)
  • Market Surveillance and Price Reversion 
  • Sellside Targeting and Tiering

Speakers

Dave Butala

Global Business Manager for IOI & FixNet

BLOOMBERG/ 731 LEX

Dave Butala is the global business manager for Bloomberg Indication of Interest (IOI) & Advertisements product. Based in New York, he oversees broker contribution, the buyside experience, and ensuring the quality of IOIs and Adverts on the Bloomberg network. Dave has been with Bloomberg for 12 years. His prior experience was a Product Manager for Bloomberg EMSX (Listed Securities), helping connect the buyside and sell-side throughout the trade life cycle, from pre-trade decision support to trading and post trade analytics.

Rohit Pandey

Manager of Compliance & Equity Trading Technology

Balyasny Asset Management

Rohit Pandey is the Manager of Compliance & Equity Trading Technology. He joined Balyasny Asset Management in 2015 and in his current role manages the Equity Trading and Compliance Technology systems and works closely with the trading desk on Equity execution workflows.

Ed Phillips

Head of EMEA Cash Voice Sales Trading

UBS

Ed Phillips is Head of EMEA Cash Voice Sales Trading at UBS. Ed began his career at UBS in 2007 on the Portfolio Sales trading team before transitioning to the Electronic Trading department ultimately heading the Algorithmic Trading and Quant Analyst teams. A role within the Central Risk Book (“CRB”) team followed before taking on his current role in 2019.

Peter Roehrig

Vice President

T. Rowe Price Group, Inc.

Peter Roehrig is an Equity Trader & Market Structure Analyst within Global Trading. He focuses on the systematic trading space, including portfolio trading, electronic trading, derivatives, and market structure. He also has prior experience in the equity capital markets area. Peter is a Vice President of T. Rowe Price Group, Inc. Peter’s investment experience began in 2006, and he has been with T. Rowe Price since 2006, holding roles in Portfolio Accounting, Trade Support, and Portfolio Modeling before assuming his current role in 2012. Peter earned undergraduate degrees in Economics and History from Wake Forest University and an M.B.A., with a concentration in finance, from the University of Maryland. He also completed the Tuck Business Bridge Program at Dartmouth College, Tuck School of Business.

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