Outsourced & Supplementary Trading:

New Open Call Now Available!

Outsourced and Supplementary Trading: Then Versus Now

Asset managers continue to see outsourced and supplementary trading relationships as a means to achieve operational efficiencies and a strategy to address the ever-changing regulatory and competitive landscape. Our discussion reviews some of the themes from a September 2022 Open Call on the same subject while providing an update on industry trends.

With Presenter

Jeff LeVeen

Head of Outsourced Trading

JonesTrading

Open Call Index:

Opening Remarks: 00:00 mark

Q#1: Recent trends: 02:45 mark

Q#2: Buy side’s experience: 07:00 mark

Q#3: Must-haves for providers: 11:00 mark

Q#4: Mid-sized vs. bulge-bracket: 16:40 mark

Q#5: Looking ahead 20:40 mark

Watch via Zoom

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About Jeff LeVeen and JonesTrading

Jeff LeVeen is Global Head of Outsourced Trading at JonesTrading. Prior to joining JonesTrading, Mr. LeVeen was a senior institutional sales trader for KCG (formerly Knight Capital Group). Mr. LeVeen began his career at Citigroup, where he eventually became a senior NASDAQ market maker, focusing on semiconductors and later transitioning to institutional sales trading for the firm.

JonesTrading is an institutional agency broker dealer founded in 1975 offering global high touch cross-asset trading coverage. The firm has also introduced outsourced trading, prime services, electronic trading, and cap intro offerings over the past decade.