TradeTech FX USA 2025
February 10 - 12, 2025
JW Marriott Marquis, Miami
TradeTech FX Day 2- 02/15/19
8:00 am - 8:55 am
Registration and Breakfast
8:55 am - 9:00 am
Chairperson’s Opening Remarks: Michael Melvin, Executive Director, Rady School of Management UCSD
9:00 am - 9:40 am
All Star Panel: From best to smart execution- How can you build a comprehensive technology workflow that goes beyond meeting your best execution obligations
Michael O’Brien -
Director of Global Trading,
Eaton Vance
Andrew Busch -
Chief Market Intelligence Officer,
CFTC
Rohan Chauhan -
Vice President, Trading and Research,
GIC
David Newns -
Global head of GlobalLink Execution Services,
State Street
Danielle Caravetta -
Director of Global Sales,
Pragma
Ø Humans vs. machines- What can you automate through your trade execution and flow process to reduce the workload on your trading teams?
Ø Smart analytics- How can you gain data insights for a trading desk to maximize transparency and better understand when and where to trade?
Ø What electronic tools are now essential to maximize efficiency for pre-trade,on trade and post trade?
Ø In house vs. outsourcing technology- How can you establish what tools are best to keep in house and what you can outsource in your quest to find better liquidity?
9:20 am - 9:40 am
Buy side Keynote Interview: The technology vs risk trade off- How is increased technology and the changing role of the dealer impacting the traditional buy side DNA?
Paul Shahied -
FX Trading,
Fidelity Investments
Victoria Cumings -
MD, Americas Global FX Division,
Global Financial Markets Association (GFMA)
Jason Fromer -
Head of FICC Trading,
Manulife Asset Management
Ø Have we shifted risk from the sell side dealing room to the buy side desk and are the buy side exposing themselves to undue market risk?
Ø Equities vs. FX- Is this the roadmap FX should take or can you be more efficient and choose where you can and can’t take on risk?
Ø Trader discretion- What constitutes appropriate levels of risk and how can you establish when you are taking on too much?
Ø Establishing the best path to trade- Why you don’t always need to use the technological tools at your disposal
Victoria Cumings
MD, Americas Global FX DivisionGlobal Financial Markets Association (GFMA)
10:00 am - 10:40 am
Oxford Style Debate: Will it be Bull or Bear for USD in 2019
Michael Melvin -
Executive Director,
Rady School of Management UCSD
Robert Savage -
CEO,
CCTrack Solutions
Ulf Lindahl -
Chief Investment Officer,
A.G. Bisset Associates
Ben Emons -
Head of Portfolio Management,
Intellectus Partners
Arnab Nilim -
Lead Portfolio Manager, Currency Strategies,
AllianceBernstein
Bull:Robert Savage, CEO, CC Track Solutions
Bull:Ben Emons, Managing Director, Global Macro Strategy, Medley Advisors
Bear:Ulf Lindahl, Portfolio Manager, AG Bisset Associates
Bear:Arnab Nilim, Lead Portfolio Manager, Currency Strategies, AllianceBernstein
Ø Interest rate and economic growth differentials- What impact will this have on financial flows and what does this mean for the USD over the next 12 months?
Ø What are the three biggest fundamental forces that will impact the performance of the dollar how should you factor these movements in your investment decisions?
Ø The case for a bullish dollar- How will US market drivers influence the return to a stronger USD in 2019?
Ø The case for a bearish dollar- What are they key indicators that forecast the continued downturn of the USD in 2019?
Arnab Nilim
Lead Portfolio Manager, Currency StrategiesAllianceBernstein
10:00 am - 11:00 am
Morning Masterclass: 21st Century FX
Ralf Donner -
Global Head of Client FX Algo Execution,
Goldman Sachs
Michael Harris -
Securities,
Goldman Sachs
Lauren Schumacher -
Vice President,
Goldman Sachs
Open to a maximum of 20 buy side delegates
Refreshments to be served during this session
Ø The Algo Frontier
Ø Future of the Single Dealer Platform
Ø Passive Currency Overlay
Michael Harris
SecuritiesGoldman Sachs
Lauren Schumacher
Vice PresidentGoldman Sachs
10:40 am - 11:20 am
FX FinTech Shark Tank: Get a sneak peek into the latest most innovative FinTech offerings to see how they can help you solve some of your biggest pain points
Michael Melvin -
Executive Director,
Rady School of Management UCSD
Dan Viola -
Partner,
Sadis and Goldberg
Brad Bailey -
Research Director,
Celent
Jens Nordvig -
Founder & CEO,
Exante Data
Lisa Seim -
Principal,
Strategic Exchanges Innovative Markets
Davey Gibian -
Chief Revenue Officer,
Calypso AI
Phil Mochan -
Founder and CCO,
Koine Finance
Dan Doney -
CEO,
Securrency
Join our FX sharks during this exciting ‘Shark Tank’ style session, where you will hear from three new and innovative start-up FINTECH firms as they present their offerings in a bid to win first place. Listen up as the ’sharks’ review the technologies’ benefits to your business, predict their future success and deliver their verdicts. The ultimate decision is in your hands though, as the audience get to vote for their favorite. Will you find the next big thing?
Host:
Michael Melvin, Executive Director, Rady School of Management UCSD
Sharks:
Dan Viola, Partner, Sadis and Goldberg
Brad Bailey, Capital Markets Research Director, Celent, Oliver Wyman
Lisa Seim, Principal, Strategic Exchanges Innovative Markets
Entrepreneurs:
Jens Nordvig, Founder & CEO, Exante Data
Ron Poe, Co-founder, Securrency
Davey Gibian, Chief Revenue Officer, Calypso AI
Phil Mochan, Founder and COO, Koine Finance
Davey Gibian
Chief Revenue OfficerCalypso AI
Phil Mochan
Founder and CCOKoine Finance
11:20 am - 11:40 am
Morning Refreshment Break brought to you by PAR FX
Conference Tracks: Track A Meeting tour Fiduciary Duties
11:40 am - 12:20 pm 360 Perspective: Best Execution transparency and investor protection- How can you efficiently trade in the current fragmented global regulatory environment? Ms Mayra Rodriguez Valladares - Managing Principal, MRV Associates Kenneth Monahan - Senior Analyst, Greenwich Associates Manu Choudhary - CEO, DMALINK Dan Viola - Partner, Sadis and GoldbergØ Shifting paradigms in 2019- What aspects of the global regulatory environment are set to impact the way FX markets function in the year ahead?
Ø MiFID II 1 year on- What has been the global impact on liquidity and best execution and what tweaks have been made to trading protocols?
Ø Raising the bar for best execution- What are buy side firms demanding of best ex in Europe vs the US?
Ø Global best execution dynamics- When working with counterparts across different geographies how do you ensure you are working with the best partners to prove best execution?
Ø Shifting liquidity dynamics- How can you best navigate fragmented regulations across global jurisdictions to minimize bifurcation of liquidity
Kenneth Monahan
Senior AnalystGreenwich Associates
Conference Tracks: Track A Meeting tour Fiduciary Duties
12:20 pm - 12:40 pm Fireside Chat: How to embrace diversity and inclusion to enrich the workplace and make this your competitive advantage Jennifer Litwin - Senior Vice President, Head of Relationship Management, Greenwich Associates Melanie Cristi - Executive Director, Head of Americas MSET Macro Sales, Morgan StanleyØ Assessing what diversity and inclusion means in capital markets- Why is this a big issue and how can it be addressed?
Ø More than just a tick-box exercise- Why is embracing diversity proven to deliver better results?
Ø How can you tap into different skillsets and backgrounds and what advantages does this bring with so many external factors changing in fixed income markets?
Ø Build a winning team- How to make sure you have the right skillsets and the best talent at your disposal to be as successful as possible?
Conference Tracks: Track A Meeting tour Fiduciary Duties
12:40 pm - 12:45 pm Closing Remarks: Jennifer Litwin, Senior Vice President, Head of Relationship Management, Greenwich AssociatesConference Tracks: Track B Cutting Edge FX FinTech
11:40 am - 12:20 pm 360 Perspective: Bringing cryptocurrency into institutional markets- Are the buy side ready to incorporate them into their workflow? Denis Popov - CEO, Atto Trading Technologies Jan Ivar Strømme - Managing Partner, Alphaplate Brian Liston - Co-Founder, SeedCX Javier Paz - Managing Director and Founder, ForexDatasource.com David Mercer - Chief Executive, LMAX ExchangeØ Why have some institutions moved into the crypto space and why are other large bank, asset managers and hedged funds still reluctant?
Ø Is the market still too young and has too many infrastructure and regulatory issues to be brought to mainstream portfolios?
Ø How would crypto exposure impact an FX trader’s portfolio- Do the volatility advantages outweigh the risks?
Ø Is there enough growth potential and opportunity in this space to suggest that mainstream cryptocurrency trading is inevitable?
Jan Ivar Strømme
Managing PartnerAlphaplate
Brian Liston
Co-FounderSeedCX
Conference Tracks: Track B Cutting Edge FX FinTech
12:20 pm - 12:40 pm Industry Perspective: Separating the hype from reality- How is blockchain currently being applied to FX markets to make trading, clearing and settlement more cost efficient? Ron Quaranta - Chairman, Wall Street Blockchain Alliance Javier Paz - Managing Director and Founder, ForexDatasource.comØ Blockchain 101- How does this technology work, how can you use it and what potential does it have to affect the current capital markets ecosystem?
Ø Reducing reliance on the clearing system- What does blockchain offer and how have trades already been settled outside the traditional clearing and settlement structure in a legal manner?
Ø New frontiers of performance- How can blockchain enable faster, more efficient settlement and how will this reduce settlement risk?
Ø Establishing the winners and losers- How can market participants embrace the benefits of Blockchain technology whilst preserving their role in the capital markets industry?
Ø Bringing blockchain to the mass market- What are the current deficiencies around scalability and how can they be overcome?
Conference Tracks: Track B Cutting Edge FX FinTech
12:40 pm - 12:45 pm Closing Remarks: Michael Melvin, Executive Director, Rady School of Management UCSD
12:45 pm - 2:00 pm
TradeTech FX Champagne Roundtables
Momtchil Pojarliev -
Head of Currencies,
BNP Paribas Asset Management
Javier Paz -
Managing Director and Founder,
ForexDatasource.com
Jennifer Litwin -
Senior Vice President, Head of Relationship Management,
Greenwich Associates
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.
Roundtable 1:FX algos
Hosted by TBC
Roundtable 2:TCA
Hosted by TBC
Roundtable 3:Code of conduct
Hosted by TBC
Roundtable 4: Cryptocurrencies
Hosted by TBC
Roundtable 5:FX hedging
Hosted by TBC
Roundtable 6:Diversity and inclusion
Hosted by TBC
