TradeTech FX USA 2018

February 12-February 14, 2018

Eden Roc Hotel, Miami FL.

Contact Us: 44 (0) 207 367 9576

Day 2 - Wednesday 14th February 2018

8:00 AM - 8:55 AM Registration and Breakfast

8:00 AM - 9:00 AM Women On Wall Street Think Tank: How can the FX industry better attract, develop and retain top female talent?

Jennifer Litwin, Senior Director, Head of Relationship Management, Greenwich Associates

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Jennifer Litwin

Senior Director, Head of Relationship Management
Greenwich Associates

8:55 AM - 9:00 AM Chairperson’s Opening Remarks

Michael Melvin, Executive Director, Rady School of Management UCSD

Michael Melvin

Executive Director
Rady School of Management UCSD

New Frontiers In FX Trading

9:00 AM - 9:40 AM Head Trader Keynote Panel: The dealing room of tomorrow- What are the top priorities for the buy side FX global heads over the next 12 months?

Michael Melvin, Executive Director, Rady School of Management UCSD
  • What are the major buy side priorities for FX in 2018 and how will this change trading and investment structures?
  • How are trading desks being re-structured to facilitate the development of traders and PMs in a new market order?
  • Where is the investment in new technology going in order to focus trading resources where they are truly needed?
  • With more impetus on the buy side and a reduction in price making and liquidity provision from the sell side, how should you change the roles of your traders to prosper in a new market structure?


Michael Melvin

Executive Director
Rady School of Management UCSD

9:40 AM - 10:20 AM All Star Panel: Building a robust liquidity network- How can you fit non-bank providers in your current workflow to broaden your access to multiple pools?

Howard Tai, Senior Analyst, Aite Group Paul Shahied, FX Trading, Fidelity Investments David Newns, Global Head of Global Link Execution Services, State Street Global Markets Jason Vitale, , Jeremy Smart, Head of Distribution, XTX Markets
  • A change in the historical universe of liquidity providers- What is the value proposition of non-bank liquidity providers (NBLP) and what are the potential benefits they can bring?
  • Liquidity partner selection- what are the key parameters you should assess when considering partnering with NBLP?
  • Risk warehousing, market impact, and quality of liquidity provision- Where do the key similarities and differences lie between NBLP and traditional banks?
  • How can asset managers establish credit relationships and access them from a distribution perspective and how can you tap into this resource without affecting your current relationships?
  • More than spot- What other FX products are non-bank liquidity providers opening up liquidity for?

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Howard Tai

Senior Analyst
Aite Group
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Paul Shahied

FX Trading
Fidelity Investments

David Newns

Global Head of Global Link Execution Services
State Street Global Markets
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Jason Vitale


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Jeremy Smart

Head of Distribution
XTX Markets

10:20 AM - 11:00 AM All Star Panel: Next generation algos- How is algorithmic being improved by the use of AI, machine learning and advanced technology?

Justin Slaughter, Political and Business Consultant, Mercury Strategies (Former CFTC) Danielle Caravetta, Director of Global Sales, Pragma David Wright, Global Head of Macro Electronic Trading, Morgan Stanley
  • Self-adapting and advanced learning algos- How are they built and how can you incorporate them into your FX workflow?
  • Algo best practices - What steps can be taken to ensure that your development and testing of algos doesn't create a rogue algo and what are regulators looking for regarding algo development and deployment?
  • Retaining the human element- What steps can you use to keep control and manage your algos to match the needs of changing market conditions?
  • Combining algos with relationships- How can algos be used to further enhance your relationships with sell side counterparts?
  • The future of algos- How far can algorithmic trading extend through FX markets and what will be the role of AI and machine learning in the future?

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Justin Slaughter

Political and Business Consultant
Mercury Strategies (Former CFTC)
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Danielle Caravetta

Director of Global Sales
Pragma

David Wright

Global Head of Macro Electronic Trading
Morgan Stanley

11:00 AM - 11:30 AM Morning Refreshment Break

Special Guest Speaker

11:30 AM - 12:00 PM Guest Speaker: Applying ‘The Big Short’ to todays market- How to use out-of-the-box thinking to drive your fund profitability in the next 3 years Steve Eisman,

Steve Eisman, The inspiration behind ‘The Big Short’ , Managing Director, Portfolio M, Neuberger Berman (Eisman group)

Steve Eisman

The inspiration behind ‘The Big Short’ , Managing Director, Portfolio M
Neuberger Berman (Eisman group)

Challenging The Status Quo

12:00 PM - 12:20 PM Industry Perspective: Challenging conventional wisdom- Evaluating the emergence of cryptocurrencies and their potential place in your future FX portfolio

  • FAD or opportunity- What is the potential for cryptocurrencies and how seriously should you take them?
  • What are the opportunities when trading cryptocurrencies and what is the potential for growth?
  • What are the technological developments being made to facilitate the trading of cryptocurrencies?
  • The FX desk of the future- What place could cryptocurrencies have as part of an investment portfolio?

True- Mayra Rodriguez Valladares, Managing Principal, MRV Associates
False- Eric Busay, Senior Investment Officer, Mountain Pacific Group
True- John Bird, Chief Operating Officer, Tixall Global Advisors

  • Outlining the pros and cons- Do the positives outweigh any negatives since the regulatory regime started post 2008?
  • How have various regulatory frameworks impacted how the buy and sell side trade and has this overall impact been positive or negative?
  • Is the new FX market structure more efficient and reliable under this regulatory regime or is it now insufficient to meet the demands of end investors?
  • Is further regulatory reform needed to alter markets further or does MiFID II signal the end of major market regulation?


Michael Melvin

Executive Director
Rady School of Management UCSD
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Mayra Rodriguez Valladares

Managing Principal
MRV Associates
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Eric Busay

Senior Investment Officer
Mountain Pacific Group
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John Bird

Chief Operating Officer
Tixall Global Advisors

Join our Chatham House FX Working Groups, where you will have the option to join two separate roundtables on a particular topic with 10 of your peers. Take the perfect opportunity before you leave to Share ideas and best practice processes with your FX peers around a particular challenge or opportunity and walk away with practical solutions which you can apply when you are back at your desk.

TradeTech FX Working Groups Taking place in the Ocean Garden- Lunch and drinks to be served

What makes a credible TCA system- Outlining the building blocks for obtaining reliable pre and post trade FX TCA

Algo selection in relevance to certain strategies- How can you establish when to use algos and measure what algos are best suited to particular trades?

Non-Bank Liquidity- Can non traditional providers help you plug liquidity shortages and if so how do you work with them?

Improving access to Liquidity- How can you ensure you have the right liquidity streams on the back of decreased risk-warehousing from the sell side?
Hosted by Michael Koegler, Principal, ViableMKTS

Buy Side Best Execution Strategies- What makes a modern FX best execution strategy in 2018?
Hosted by Paul Aston, CEO, Tixall Global Advisors

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Michael Koegler

Principal
ViableMKTS
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Paul Aston

CEO and Director
Tixall Global Advisors
Code of Conduct- What has changed since the code was implemented and how is it being followed by all market participants?

MiFID II for USA- What impact will the new regulation have on US buy and sell side houses and how can you prepare for these changes now?
Hosted by Alex Sedgwick, Head of Fixed Income and FX Market Structure, T. Rowe Price

FX Prime Brokerage- How can the buy side gain access to credit and how do you establish the right cost for this?

Variation and uncleared margin 1 year on- How have buy side trading models adapted and how can you efficiently manage this transition?
Hosted by Victoria Cumings, MD, Americas- Global FX Division, GFMA

The NDF debate- Is the market ready to move to a cleared model or should it remain bilateral?

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Alex Sedgwick

Head of Fixed Income and FX Market Structure
T. Rowe Price
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Victoria Cumings

Managing Director Americas, Global FX Division
SIFMA
Hedging your exposure- How can you best manage your FX hedging strategies in an unpredictable currency environment?
Hosted by John Bird, Chief Operating Officer, Tixall Global Advisors

FX Alpha Generation- Carry vs. Momentum vs. Value- What strategies are best suited to the current compressed rate environment?

A bullish Euro- Will the Euro’s rise continue into 2018 with a more stable European landscape?
Hosted by Paul Richards, President, Medley Global Advisors

FX Emerging Markets- Where are the biggest opportunities in FXEM in 2018?
Hosted by Alejo Czerwonko, Director, Emerging Markets Investment Strategy, UBS Wealth Management

Are the Chinese debt woes coming to roost- What will happen with the currency regime in China and how will this impact the investment landscape?
Hosted by Ben Emons, Head of Portfolio Management, Intellectus Partners

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John Bird

Chief Operating Officer
Tixall Global Advisors
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Paul Richards

President
Medley Global Advisors
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Alejo Czerwonko

Director, Emerging Markets Investment Strategy
UBS Wealth Management
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Ben Emons

Head of Portfolio Management
Intellectus Partners

2:00 PM - 2:05 PM Chairperson’s Closing Remarks

Michael Melvin, Executive Director, Rady School of Management UCSD

Michael Melvin

Executive Director
Rady School of Management UCSD

2:05 PM - 2:10 PM Conference Close