upcoming / recent Speaking Events

Using Data Analytics with Artificial Intelligence in Wealth Management


June 18-19, 2019                                                             BOSTON, MA 

Rob Hegarty is on a panel that will be exploring how wealth management firms can use AI, machine learning and analytics to grow their AUM.  

The panel will address topics such as:   

  • How can AI help with identifying the highest value and highest probability targets? 
  • Moving from dashboards to AI
  • How are people currently using AI to enhance distribution?
  • Integrating AI and CRM elements – is it happening?
  • Eliminating human biases 

How Financial Technology is Reshaping Investing


APRIL 9-10, 2019                                                              BOSTON, MA 

Rob Hegarty is on a panel that will be exploring "How Financial Technology is Reshaping Investing."   

The 2019 Ned Davis Research Investment Conference brings together the top thought leaders from the financial world to share their insights and outlook on the opportunities and pitfalls now emerging in the investment landscape. For a day and a half leading market analysts, observers, and participants will hold forth on how to choose investments and shape their portfolios after a decade-long run up in equity markets and a sea change in fixed income markets. 

Fund Technology and WSL Awards


FEBRUARY 6, 2019                                              NEW YORK, NY

Rob Hegarty is a judge for and will be attending the Fund Technology and WSL Awards Dinner.

The Fund Technology Awards 2019 recognize and reward providers catering to asset managers and institutional traders that have demonstrated exceptional customer service and innovative product development over the past 12 months. Previously known as the WSL (Wall Street Letter) Institutional Trading Awards, 2019’s event will highlight the efforts of technology providers, broker dealers, data specialists and exchanges in meeting the needs of the asset management community. This year the awards will have an increased focus on the new innovations coming to market as vendors look to ensure asset managers have the latest tools in their armory to compete in a rapidly evolving space.         

Equities Leaders Summit


DECEMBER 5-7, 2018                                                                   MIAMI, FL 

Rob Hegarty will be chairing the track on New Liquidity Initiatives in Equity Trading.  Topics include: Buy Side Wish list for new liquidity initiatives; which new initiatives are getting traction; what are key characteristics required for new liquidity venues.

Rob will also be moderating 2 other sessions:

  • Buy Side Only Workshop:  Implementing Next-Gen Algo’s 
  • Panel: Exploiting New Trading Strategies 

rob Hegarty: In the news

Global Trading - Multi Asset Trading on the Buy Side



”Firms are at varying stages in the migration to a multi-asset class environment – some are just starting, some are fully multi-asset,” said Rob Hegarty, Managing Partner at Hegarty Group and roundtable moderator. As drivers of the migration to multi-asset trading, Hegarty cited increasing cost pressures; opportunities for collaboration; the availability and ubiquity of data; the rise of quant resulting in cross-asset strategies; advancements in available technologies; and new asset classes such as cryptocurrency.  

Waters - Rationale behind State Street's acquisition of Charles River Development


JULY 2018

“It’s important to remember that this isn’t just a bank or a custodian acquiring an OMS, this is a much bigger deal than that because this is a large-scale, full-service asset servicer acquiring an integrated asset management platform,” Hegarty says. “To even put CRD in the OMS-only bracket isn’t fair; I think many people know it’s bigger than that but it's been getting characterized as a bank buying an OMS and this is not that.”

Technology Disruption on the Buy Side


APRIL 2018

Read my views on how the buy side can turn the immense technological disruption occurring in their industry to their advantage.  Whether it’s harnessing the vast amount of structured, unstructured and alternative data coming at us every day, taking advantage of the power of AI and Machine Learning, deploying practical uses of RPA, or understanding and responding to the disruptive forces of block chain and emerging FinTech players, the investment industry is poised for change unlike any other time in its history. 

TrendSpotters - Podcast


Are you on top of FinTech trends that may affect your business?

Disruption, market shifts, and economic changes can cause a previously successful company to flat-line very quickly. You have to be constantly on the alert for changes in your market that will impact your business. You have to be ready and able to pivot in time.

Waters - From Data to Insights


 Efforts to gain greater insights from data by making it "more intelligent" as it is gathered, reconciled and analyzed continue to evolve in the financial services industry.  From the 22nd  annual ISITC Industry Forum in Boston.    

FT - Equity Trading Volumes (Video)


Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.

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Past Events

Innovations in Financial Markets


OCTOBER 16, 2018                       NEW YORK, NY 

Rob Hegarty moderated a panel exploring innovations in the financial markets.  Whether in investment decision making, trading, clearing, or other corners of our industry,  the financial markets are undergoing a wave of innovative transformation like we’ve never seen.  From new business models, to transformative technologies like the cloud, artificial intelligence, machine learning, and block chain, the financial markets industry as we know it is forever changed.  And all of this change is happening within the boundaries of a rapidly evolving regulatory regime.  This panel will explore the trends driving these changes, how your firms are adapting, and what’s in store in the coming years.

Front, Middle and Back Office Consolidation


OCTOBER 4, 2018                       JERSEY CITY, NJ 

For DTCC's Institutional Trade Processing Advisory Council, a member group of senior technology and operations leaders from buy side, sell side and custodian firms, Rob Hegarty is leading a discussion on the consolidation occurring in the industry. He will present on the ongoing trend of back and middle-office processing and administration firms moving into the front office through acquisition, in a bid to offer a comprehensive full trade lifecycle service for capital markets firms.  He will discuss and present on the trends, deals, players, and future of the industry resulting from this consolidation.

Multi-Asset Trading Roundtable


 SEPTEMBER 18, 2018                       BOSTON, MA

Rob Hegarty led a roundtable discussion of buy side trading and technology leaders on the challenges and opportunities of multi-asset class trading. Topics explored include: What's important for an optimized multi-asset trading desk; the role of technology in building and maintaining a multi-asset trading desk; is a siloed framework for trading desks truly a thing of the past; where do emerging technologies like AI, machine learning, blockchain, cloud, big data, etc.) fit on the multi-asset trading desk of today -- and tomorrow. 

Boston FinTech Week


SEPTEMBER 14, 2018             BOSTON, MA

It's back!  And bigger than last year!  One of the most informative, content-rich and valuable FinTech events in the country.  

Rob Hegarty moderated the closing panel for Boston FinTech Week, "The Future of FinTech"  Sponsored by Babson College's Stephen D. Cutler Center for Investments and Finance, the panel discussed the latest trends and predictions for the future in finance technology. Topics included: how financial businesses are changing the way they adapt to technology, collaboration with startups, data privacy issues, and opportunities across markets. 

Applying Advanced Technologies to the Investment Process


MAY 9-11, 2018          NEW ORLEANS, LA

Rob Hegarty chaired and moderated IdeaLabs, TraderForum’s annual look at how artificial intelligence, predictive analytics and advanced data visualization are revolutionizing the investment process. TraderForum’s buy side head trader members will hear “elevator pitches” from a group of financial technology startups who are bringing these technologies to bear on trading, portfolio construction and research.

Reaping the Benefits of Technology Disruption


APRIL 22-25, 2018             BOCA RATON, FL

Rob Hegarty moderated a panel “Reaping the Benefits of Technology Disruption” at BNY/Eagle Engage 2018.  The panel addressed how to harness the vast amount of data coming at us every day, take advantage of the power of AI and Machine Learning, deploy practical uses of RPA, and how they're responding to the disruptive forces of emerging FinTech players.

FinTech Trends at the Intersection of Financial Markets, Technology, and Data


APRIL 6, 2018                                BOSTON, MA

Rob Hegarty presented "FinTech Trends at the Intersection of Financial Markets, Technology, and Data" to the Boston Asset Management CIO Roundtable.  The presentation and discussion covered the major trends defining the future of investment management, and how emerging technologies and the evolution of data are dramatically changing the industry.

Trader Forum: Structural Shifts in the FX Market


JANUARY 19, 2018                       MIAMI, FL

Rob Hegarty was a panelist on "Foreign Exchange: New Regulation, New Players, New Structure" at Institutional Investor's Trader Forum -- a  private association of Head Traders at the world's leading buy side firms. The panel debated how FX market participants are facing new waves of regulation, including the new code of conduct and MiFID II. 

  • How these  regulations  affected  trading  workflows  and 
  • How technology advances impact the future of FX trading...and where are the opportunities?