TradeTech FX USA 2021

February 09 - 10, 2021

8.50 - 2.00 ET

DAY 1 - 9th February 2021

**All times in ET**

Navigating New FX Trends

8:45 am - 8:50 am Welcome Remarks: Irene Cerquaglia, Editorial Director, WBR

8:50 am - 8:55 am Market Overview Opening Address

Kevin McPartland, Head of Market Structure Research at Greenwich Associates

Kevin McPartland

Head of Market Structure Research
Greenwich Associates

8:55 am - 9:25 am Opening Panel: Building the trading desk of the future: How can you leverage the latest tech to become leaner, maximize efficiencies across your full trade life cycle and succeed in today’s volatile trading environment? **CHATHAM HOUSE RULES**

Yudhveer Chaudhry, Global Head of FX Trading at Blackrock

Yudhveer Chaudhry

Global Head of FX Trading
Blackrock

Jason Fromer, Head of FICC Trading at Manulife Asset Management

Jason Fromer

Head of FICC Trading
Manulife Asset Management

David Mercer, CEO at LMAX Group

David Mercer

CEO
LMAX Group

Kevin McPartland, Head of Market Structure Research at Greenwich Associates

Kevin McPartland

Head of Market Structure Research
Greenwich Associates

9:25 am - 9:45 am Innovation Fireside Chat: To what extent is the current market infrastructure ready for ‘peer to peer’ trading, and how will it impact institutional FX markets?

Michael O’Brien, Global Head of Trading at Eaton Vance

Michael O’Brien

Global Head of Trading
Eaton Vance

Jay Moore, CEO & Founder at FX HedgePool

Jay Moore

CEO & Founder
FX HedgePool

9:45 am - 10:15 am Buy Side Panel: How can you transform your FX investment and trading strategies to boost performance in an increasingly low touch environment?

Andreas Konig, Head of Global FX, UK at Amundi Asset Management

Andreas Konig

Head of Global FX, UK
Amundi Asset Management

Tomo Tokuyama, Director, Head of Trading at First Quadrant

Tomo Tokuyama

Director, Head of Trading
First Quadrant

David Biser, CFA, Executive Director, Trading Lead at Campbell & Company

David Biser

CFA, Executive Director, Trading Lead
Campbell & Company

Ari Burstein, President at Capital Markets Strategies

Ari Burstein

President
Capital Markets Strategies

10:15 am - 10:30 am Virtual Coffee Break

10:30 am - 11:00 am Industry Panel: Exploring the major developments transforming FX markets: What are the latest offerings from the sell side and how can they best support buy side trading desks to navigate these changes?

Zeke Vince, Director, Global Head of eFX Sales at Bank of America

Zeke Vince

Director, Global Head of eFX Sales
Bank of America

Janelle Scott, Managing Director—Market Technology Sales at Nasdaq Execution Services

Janelle Scott

Managing Director—Market Technology Sales
Nasdaq Execution Services

Daniel Tenengauzer, Global Head of Markets Strategy at BNY Mellon

Daniel Tenengauzer

Global Head of Markets Strategy
BNY Mellon

Audrey Blater, Senior Analyst at Aite Group

Audrey Blater

Senior Analyst
Aite Group

11:00 am - 11:40 am Market Structure Panel: Navigating the evolving FX market structure: What is the optimal FX desk set up to best respond to market swings in a highly volatile and thinner liquidity environment?

Daniel Lavigne, Head of Trading at Ontario Municipal Employees Retirement System (OMERS)

Daniel Lavigne

Head of Trading
Ontario Municipal Employees Retirement System (OMERS)

Liakos Papapoulos, Senior Investment Manager Treasury at MN Asset Management

Liakos Papapoulos

Senior Investment Manager Treasury
MN Asset Management

Phil Weisberg, EVP, Strategic Planning and Partnerships at oneZero

Phil Weisberg

EVP, Strategic Planning and Partnerships
oneZero

Christopher Matsko, Head of FX Trading Services at Factset

Christopher Matsko

Head of FX Trading Services
Factset

Audrey Blater, Senior Analyst at Aite Group

Audrey Blater

Senior Analyst
Aite Group

11:40 am - 12:00 pm Global Macro Economic Fireside Chat: Covid-19, US elections, trade wars, climate change and Brexit: How is the geopolitical landscape shaping capital markets and shifting trends in the major FX pairs?

Arnab Das, Global Market Strategist at Invesco

Arnab Das

Global Market Strategist
Invesco

Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman & Co

Win Thin

Global Head of Currency Strategy
Brown Brothers Harriman & Co

Ben Emons, Managing Director at Medley Global Advisors

Ben Emons

Managing Director
Medley Global Advisors

**All times in ET**

12:00 pm - 1:00 pm Lunch Break

*Open to a max of 15 buy side Heads of FX Trading*



Greg Fortuna

Senior Managing Director, Head of GlobalLink Solutions
FX Connect – GlobalLink

James Norcott

Managing Director - FX Connect Global Head of Sales
FX Connect – GlobalLink

Michael O’Malley, Managing Director, Head of GlobalLink Synergy at FX Connect – GlobalLink

Michael O’Malley

Managing Director, Head of GlobalLink Synergy
FX Connect – GlobalLink

12:00 pm - 1:00 pm Interactive Workshop: A year like no other – what it is really next for FX electronic trading: How can the Buy Side benefit from the most influential technology, effectively evaluate FX algos and understand how COVID-19 affected individual traders and their execution?

Sponsors:
J.P. Morgan


Carlos Gomez Gascon, Head of Macro Algorithmic Execution at J.P. Morgan

Carlos Gomez Gascon

Head of Macro Algorithmic Execution
J.P. Morgan

Sourcing New Liquidity Avenues

1:00 pm - 1:20 pm Sell Side Fireside Chat: What additional value can sell side add to the buy side workflows beyond best price and execution?

Adam White, Portfolio Manager at Pimco

Adam White

Portfolio Manager
Pimco

Chris Churchman, Managing Director at UBS

Chris Churchman

Managing Director
UBS

1:20 pm - 1:50 pm Liquidity Panel Discussion: Assessing the current state of FX liquidity: How can you minimize your footprint while maximizing your access to deeper, reliable liquidity to better meet your best execution mandates and prepare for future market disruption?

Nowara Munir, Senior Vice President of FX Trading and Strategy at Lazard Asset Management

Nowara Munir

Senior Vice President of FX Trading and Strategy
Lazard Asset Management

Connor May, Head of Trading at MASA Capital

Connor May

Head of Trading
MASA Capital

Stephen Flanagan, Executive Director, Global FX G10 eCommerce Risk Manager at J.P. Morgan

Stephen Flanagan

Executive Director, Global FX G10 eCommerce Risk Manager
J.P. Morgan

Subodh Karnik, Head of Client Intelligence Marketing at Coalition Greenwich

Subodh Karnik

Head of Client Intelligence Marketing
Coalition Greenwich

Transforming Your FX Workflow Capabilities

1:50 pm - 2:20 pm Automation Panel Discussion: Balancing high-touch vs. low-touch: How can you retain the human touch where needed and leverage algos and automation to drive smarter trading decisions that boost performance in an era of increased electronification?

Brendan McMurtray, FX Electronic Trading & Market Structure Analyst at T.Rowe Price

Brendan McMurtray

FX Electronic Trading & Market Structure Analyst
T.Rowe Price

Thomas Gentile

Head of FX
Crabel Capital Management

Matt O’Hara, CEO at 360T

Matt O’Hara

CEO
360T

Tom San Pietro, CTO at FXSpotStream

Tom San Pietro

CTO
FXSpotStream

Yue Malan, Senior Analyst at Aite Group

Yue Malan

Senior Analyst
Aite Group

2:20 pm - 2:40 pm O/EMS Fireside Chat: How can you leverage the latest innovations in FX O/EMS to achieve a more efficient end-to-end workflow?

Nick van Nifterick, Portfolio Manager Fixed Income and Treasury Investments at PGB Pensioendiensten

Nick van Nifterick

Portfolio Manager Fixed Income and Treasury Investments
PGB Pensioendiensten

Francisco Heredia, Principal at Market Alpha Advisors

Francisco Heredia

Principal
Market Alpha Advisors

2:40 pm - 3:00 pm Multi-Asset Fireside Chat: Defining the role of FX in a multi-asset world: How can you integrate your FX desk with Equities and Fixed Income to achieve greater efficiencies and maximize alpha generation to diversify your investor portfolios?

Christoph Hock, Head of Multi-Asset Trading at Union Investment

Christoph Hock

Head of Multi-Asset Trading
Union Investment

Chris Maxmin, Director at Deutsche Bank Private Wealth

Chris Maxmin

Director
Deutsche Bank Private Wealth

Subodh Karnik, Head of Client Intelligence Marketing at Coalition Greenwich

Subodh Karnik

Head of Client Intelligence Marketing
Coalition Greenwich

3:00 pm - 3:20 pm Block Chain and Digital Assets Panel: Hype vs. Reality: How can you embrace block chain capabilities for the FX market to bridge the gap between traditional finance and digital asset trading in order to mitigate portfolio risks and remove inefficiencies?

John Evans, Head of Blockchain Strategy at Vanguard

John Evans

Head of Blockchain Strategy
Vanguard

Clark Read, Head of Trading & Portfolio Risk at ShapeShift

Clark Read

Head of Trading & Portfolio Risk
ShapeShift

Victoria Cumings, MD, Americas, Global FX Division at GFMA

Victoria Cumings

MD, Americas, Global FX Division
GFMA

3:20 pm - 3:20 pm End of Plenary Content

Virtual Think Tank & Workshop

3:25 pm - 4:15 pm How can you ensure greater diversity and inclusion on your trading desk to benefit from a boarder range of expertise and skillsets to drive greater performance?

*Open to a max of 15 buy side attendees

Jennifer Litwin, Vice President, Head of Financial Services at The Forem

Jennifer Litwin

Vice President, Head of Financial Services
The Forem

3:25 pm - 4:15 pm From workflow optimization to no-touch trading: What does the journey of FX Automation look like and how can you reap its benefits from now?

Sponsors:
360T

*Open to a max of 15 buy side Heads of FX Trading



Matt O’Hara, CEO at 360T

Matt O’Hara

CEO
360T

End of Day

4:20 pm - 5:20 pm Virtual VIP Whiskey Tasking: Join our expert sommelier in an interactive, fun and memorable experience to learn how to enjoy and recognize a range of whiskey from the comfort of your home

*Open to 15 buy side attendees, you will receive your bespoke set of whiskey samples ahead of time*