​​​🕘​ Meeting notes: JS & DD//Review Trading Best Practices & Future Priorities

​​Apr 24, 2019

​​

​​Attendees

​​John Schipper, Trading, Duane D'Orazio
​​

​​Agenda: (Evernote)

​​Technology & Systems:

  • ​​Review Current Systems & Software
  • ​​Current OMS/EMS
  • ​​If shooting out a Request for Info from EZ is appropriate
  • ​​Automating Proposal
  • ​​Direct Accounts
  • ​​Small or Statistically insignificant Orders
​​ 
​​Best Execution:
  • ​​Trading Trends & Market Structure
  • ​​Looking Out à Shift from ATS’s to CRB’s
  • ​​How HFT’s approach has changed & what to keep top of mind when routing out outsized orders (Size > 1 Days ADV)
  • ​​Sellsides Renewed Focus
  • ​​BAML Algos, etc…
  • ​​Navigating the Close
  • ​​Approach
  • ​​Differences B/T Exchanges
  • ​​EMSX Tools
  • ​​Top Algos
  • ​​When to Use Conditionals
  • ​​How to Leverage Block Providers / Software
  • ​​Algo Wheels & Thoughts Around Automation
  • ​​Current Regulatory Environment & Potential Impact of Pilots
  • ​​Liquidnet / CMS Update
  • ​​Shore Up Broker List
  • ​​Who our top electronic providers are
  • ​​Establish A Tiered Broker List
  • ​​Establish Systematic Approach to Ranking commoditized Algos b/t Providers
  • ​​Example à VWAP vs VWAP – Is one really better than another? If not- lets use lowest cost broker
​​ 
​​Conferences Review:
  • ​​Credit Suisse
  • ​​BAML
​​ 
​​Go over any noteworthy highlights / info not covered earlier.
​​ 
​​________________________________________________________________________________
​​Join Microsoft Teams Meeting
​​Learn more about Teams
​​________________________________________________________________________________
​​ 
​​Hi All,
​​Â