TradeTech FX USA 2025
February 10 - 12, 2025
JW Marriott Marquis, Miami
Day 2 - Thursday February 13th
8:00 am - 8:55 am
Registration and Breakfast
8:55 am - 9:00 am
Chairperson’s Opening Remarks
Michael Melvin -
Academic Coordinator,
Rady School of Management
GAINING THE COMPETITIVE EDGE
9:00 am - 9:20 am
KEYNOTE INTERVIEW: Global economic and political drivers: What are the three biggest fundamentals that will drive foreign exchange investments in 2020?
Win Thin -
Global Head, Emerging Markets Strategy,
Brown Brothers Harriman
Heather Heldman -
Managing Partner,
Luminae Group
9:20 am - 10:00 am
ALL STAR PANEL Leading the way through change: How can you create a dynamic team structure and trading strategy that encourages constant innovation and adaptability to growth on a global scale?
Eva Szalay -
Currencies Correspondent,
Financial Times
Paul Shaheid -
Senior FX Trader,
Fidelity Investments
Michael O’Brien -
Director of Global Trading,
Eaton Vance
Isaac Lieberman -
President and CEO,
Aston Capital Management
Marisa J. Kurk -
Global Chief Operating Officer of Foreign Exchange,
Northern Trust
- Redefining the role of the buy side trader and portfolio manager: How have enhanced data and tech innovations, the uptake in low-touch trading, ongoing regulation and an ever-evolving market structure shaped the modern-day trader skillset?
- What are the most critical technological areas you need to invest in now to stay ahead of the curve?
- The evolution of the buy side DNA: How can you bring in new talent to shake-up your desk?
- The future of FX trading and market structure: How do the full value chain view the evolution of FX?
SPECIAL GUEST SPEAKER
10:00 am - 10:30 am
SPECIAL GUEST KEYNOTE: 5 Steps to Trust - How this counterintelligence agent learned the secret of getting people to trust him
Robin Dreeke -
Former FBI Special Agent, & Chief of the Counterintelligence Behavioural Analysis Program,
.
Robin is a retired FBI Special Agent and Chief of the Counterintelligence Behavioural Analysis Program and has taken his life's work of recruiting spies and broken the art of leadership and relationship building into Five Steps to TRUST. In this dynamic session learn from Robin’s 20 years’ experience in the FBI and find out everything you need to know to gain peoples trust.
Robin Dreeke
Former FBI Special Agent, & Chief of the Counterintelligence Behavioural Analysis Program.
10:30 am - 11:30 am
Morning Refreshment Break - Hosted by ParFX
10:30 am - 11:30 am
Diversity & Inclusion Workshop
Jennifer Litwin -
Senior Vice President, Head of Relationship Management,
Greenwich Associates
EMBRACING THE FUTURE OF FX
11:10 am - 11:30 am
CASE STUDY: The metrics behind crypto-assets - Assessing the key indicators that reveal untapped opportunities in this new asset class
Jesus Rodriguez -
Chief Technology Officer,
Into The Block
- Beyond Price and Volume: Fascinating Metrics that will Help You Better Understand Crypto-Assets
- What are the unique indicators you need to be aware of for crypto assets to successfully tap into this new asset class?
- This session presents a series of new, crypto-specific indicators that reveal interesting insights about crypto assets.
- Uncovering data science on crypto: Assessing the patterns in areas such as value, momentum, value, liquidity, volatility and many other aspects of the behavior of crypto assets.
- What are the key indicators based on blockchain datasets, exchange order books and other data sources that provide analytical perspectives unique to crypto?
11:30 am - 12:10 pm
FIRESIDE CHAT: Leading by example - How can a diverse and dynamic team structure that taps into different backgrounds and skill-sets be used as the driving force behind a successful FX business?
Jennifer Litwin -
Senior Vice President, Head of Relationship Management,
Greenwich Associates
Jill Sigelbaum -
Head of FXall,
Refinitiv
- How has the concept of diversity evolved to better mirror your business objectives and team capabilities?
- What are the newer skill-set requirements for successful trading desks and what are the tangible benefits of a well-rounded team?
- How can the recruitment process change to better encourage a more inclusive workforce?
- How can you take into account your clients’ goals and how do you as an organization engage with minority firms to deliver best execution strategy?
- Aligning your internal diversity with your external clients - How do you provide clients with access to your business while also allowing them to be successful and profitable?
TradeTech FX CHAMPAGNE ROUNDTABLES
12:10 pm - 2:00 pm
Roundtable 1: Facebook Libra: Should you take notice?
Jesus Rodriguez -
Chief Technology Officer,
Into The Block
Taking place in the Ocean Gardens - Lunch and drinks to be served
Join our Chatham House FX Working Groups, where you will have the option to join a roundtable 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.
12:10 pm - 2:00 pm
Roundtable 2: Former FBI Robin Dreeke - How to detect lies
Robin Dreeke -
Former FBI Special Agent, & Chief of the Counterintelligence Behavioural Analysis Program,
.
Taking place in the Ocean Gardens - Lunch and drinks to be served
Join our Chatham House FX Working Groups, where you will have the option to join a roundtable 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.
Robin Dreeke
Former FBI Special Agent, & Chief of the Counterintelligence Behavioural Analysis Program.
12:10 pm - 2:00 pm
Roundtable 3: FX Pension Fund and Endowment Roundtable - Driving mutually beneficial initiatives forward.
Liakos Papapoulos -
Senior Investment Manager, Treasury,
MN Investment Management
Taking place in the Spa Garden- Lunch and drinks to be served
Join our Chatham House FX Working Groups, where you will have the option to join a roundtable 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.
12:10 pm - 2:00 pm
Roundtable 4: The 2020 election - What can you expect from the result and how will it influence capital markets?
Marc Chandler -
Chief Market Strategist,
Bannockburn Global Forex
Taking place in the Ocean Gardens- Lunch and drinks to be served
Join our Chatham House FX Working Groups, where you will have the option to join a roundtable 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.
