TradeTech FX USA 2018

February 12-February 14, 2018

Eden Roc Hotel, Miami FL.

Contact Us: 44 (0) 207 367 9576

We're already at work booking an industry-leading roster of speakers for 2018 - keep an eye on this page for updates.

If you would be interested in being a part of EVENTNAME, we would love to hear from you.

Click Here to view the list of speakers from our 2017 event.

Michael Koegler
Michael Koegler
Principal
ViableMKTS
A successful Financial Technology and Capital Markets Executive for over 25 years with extensive experience in financial services and a wide range of product knowledge, including U.S. Treasuries, Agencies, Mortgage-backed Securities, Municipal Securities, Corporate Credit and Fixed Income Derivatives. I have held significant leadership positions within Investment Banking and Financial Technology firms, focusing on Institutional Fixed Income Sales, Trading and Market Structure. My success has been driven by: ➢ Delivering solid results in leadership roles across business development, sales, marketing and strategy, specializing in Exchange-Traded and OTC Fixed Income products. ➢ Developing and implementing highly effective strategies that generate significant revenue and longstanding client relationships. ➢ Combining a winning blend of strategic acumen, team leadership, communications skills and a collaborative style. ➢ Producing exemplary results in managing the sales process for complex financial services initiatives through hands-on involvement and cross-functional delegation. My specialties Include: Leadership, Financial Product Sales, Sales Strategies, Consultative Sales, Client Relationship Management, Exchange-Traded Futures and Options, OTC Derivatives, Electronic Trading, Fixed Income Cash Products, Institutional Sales, Revenue Growth, Cross Sales, Team Leadership, Collaborative Management Style.
Jim Iorio
Jim Iorio
Global Head of Sales & Head
FX Americas
Jim Iorio has been Global Head of Sales at NEX Markets since July 2016. Based in New York, Jim’s primary focus is on ensuring NEX Markets' delivers the full value of its products and services to meet the rapidly evolving needs of customers and leading the group’s global salesforce. Jim was previously Global Head of Currency and Commodities Distribution at Barclays. During his 23 year career at both Barclays and Lehman Brothers, he has held a wide variety of senior roles across FX and fixed income asset classes and has extensive experience leading high-performing global organisations through significant change and business cycles.
Mr Kevin McPartland
Mr Kevin McPartland
Head of Market Structure Research
Greenwich Associates
Kevin McPartland has nearly 20 years of experience in financial services with deep expertise in market structure and technology related to fixed income, FX and equity markets. Kevin has presented at a wide range of industry conferences and is quoted regularly in the financial media including The Economist, Wall Street Journal, NY Times, Financial Times, ABC News, Business Week, Bloomberg News, Reuters News, Financial News, Wall Street & Technology, Advanced Trading and numerous other industry publications. He has also provided live and taped commentary for CNBC, National Public Radio, Bloomberg TV and Reuters TV. Kevin has also provided testimony in 2011 to the US Senate’s Banking Committee (June) and twice to the US Commodities and Futures Trading Commission (CFTC) (March, December).
John  Crouch
John Crouch
Founder and CEO
Ideal Prediction
John Crouch founded Ideal Prediction to bridge the gap between data science and finance. His 20 years of trading experience is balanced: large banks and small HFTs, managing sell-side desks and proprietary trading groups, voice and fully-automated execution, and across many liquid FICC products. John holds an S.B. and an M.Eng from MIT in EECS and an M.S. in mathematics from NYU. His free time is focused on family in addition to serving on the boards of Broadway Technology and The HOPE Program.
Irina Isaakova
Irina Isaakova
Vice President and Director
TD Asset Management
As a Head of Fixed Income Trading, Irina oversees a team of 4 traders responsible for trading Canadian government and corporate bonds, US treasuries, US high yield, global sovereign debt, CDS, money market, repo and forwards (AUM of $159B as at December 31, 2014). Prior to managing the Fixed Income Trading Team, Irina was responsible for trading equities and exchange-traded derivatives. Before joining the Trading Team, as a member of the Risk Management Team, Irina was involved in trade oversight across all asset classes traded by our organization. Her previous experience with other asset classes enables her to opine on differences and similarities in market structure, operational platforms, trade data and analytics.
Grant Taylor
Grant Taylor
Global Head of Discretionary FX Trading
UNTL Capital
Grant Taylor is Global Head of Discretionary FX Trading for UNTL. In his unique role, Taylor is focused on developing new and innovative ways to optimize FX trading for the firm as well as to expand the overall discretionary trading business. Taylor has nearly 17 years of industry experience focusing on trading multiple asset classes. Taylor has held roles as Head Statistical Arbitrage Trader at Bass Brothers, Head of Trading at Score Securities, Head of Institutional FX, Equity and Algorithmic Trading at Penson and most recently Institutional FX Trading and Sales at Cantor Fitzgerald. Taylor holds a BBA in Finance from Texas Christian University.
Ken Chee
Ken Chee
Trader and Portfolio Manager
STRS Ohio
Ken Chee, CFA professional with over 25 years of experience. His expertise includes international equity portfolio management, FX trading, hedging and execution, equity swap execution, derivative hedging strategies formulation, risk management, emerging market stocks selection, and external investment managers selection. As a Portfolio Manager at STRS Ohio, Ken consistently delivers outstanding short-term and long-term risk-adjusted performance on a multi-billion international portfolio. He has also implemented a 50% currency hedging policy and is actively managing the currency hedging program. Prior to STRS Ohio, Ken was a Senior Risk Analyst at Bank One (currently JP Morgan) and Huntington Bank
Dan Viola
Dan Viola
Partner
Sadis and Goldberg
Daniel G. Viola is the Head of the Regulatory and Compliance Group.  He structures and organizes broker-dealers, investment advisers, funds and regularly counsels investment professionals in connection with regulatory and corporate matters.  Mr. Viola served as a Senior Compliance Examiner for the Northeast Regional Office of the SEC, where he worked from 1992 through 1996. During his tenure at the SEC, Mr. Viola worked on several compliance inspection projects and enforcement actions involving examinations of registered investment advisers, ensuring compliance with federal and state securities laws. Mr. Viola’s examination experience includes financial statement, performance advertising, and disclosure document reviews, as well as, analysis of investment adviser and hedge fund issues arising under ERISA and blue-sky laws.
After leaving the SEC, Mr. Viola founded VIOCO, Ltd. (“VIOCO”), which provided consulting services to investment advisers and broker-dealers in the field of regulatory compliance, including compliance policy planning and implementation of soft dollar reviews, mock SEC compliance audits, and compliance training for supervisory personnel. VIOCO also served as a consultant to provide mandated corrective consulting to investment advisers that were sanctioned by the SEC.
From 1997 to 2002, Mr. Viola served as General Counsel for Andover Brokerage LLC, which was ultimately  acquired by SunGard (NYSE:SDS). Andover was a self-clearing member firm of the NASD, currently known as FINRA and a trading/technology firm that provided direct-access trading, order routing, and brokerage and clearing services to the professional traders. From 2002 to early 2006, Mr. Viola served as the General Counsel to the Carlin Financial Group, which was ultimately acquired by RBC Capital Markets, LLC. Mr.  Viola then founded his own law firm and eventually merged it into Sadis & Goldberg’s law practice in late 2006.
John Bird
John Bird
Chief Operating Officer
Tixall Global Advisors
Tixall Global Advisors is a liquidity and execution manager for global foreign exchange. We are an external, fiduciary resource that helps institutional investors, corporations, and hedge funds re-capture alpha that is typically lost to sub-optimal execution.Quantitative portfolio and risk advisory. Experience in portfolio management, risk management, corporate advisory, quantitative markets research, consulting, and trading.
Chung Ma
Chung Ma
Portfolio Manager
Virginia Retirement System
Proven investment professional who delivers consistently high-quality results. Executes a hybrid approach of systematic management with shorter-term discretionary market signals for risk management. Effective communicator to any audience, from the executive to the lay person. Specialties: - Emerging markets equity - Optimal FX hedge ratios - Servicing clients and prospecting future clients - Creating customized portfolio solutions for clients’ specific needs - Portfolio optimization to balance the risk-reward trade-off; multivariate regression and modeling
Robert Savage
Robert Savage
CEO
CCTrack Solutions
Mr. Savage runs a start up fund, CCTrack Solutions which is backed by CITIC Capital. The focus of the fund is FX trading systematically, and Mr. Savages entire career has been focused on FX space starting with his work as a Quant strategist at Goldman. He is now successfully steering a start-up hedge fund in the FX market, and will be sharing his expertise on how the buy side can drive value from their sell side counterparts, discussing whether and agency or principal based model is the best way forward in FX.
Philippe Burke
Philippe Burke
Portfolio Manager
Apache Capital Management
Philippe oversees the portfolio management strategy across multiple asset classes, covering both Apache’s New York and Hong Kong Offices. Under Philippes remit, he has direct responsibility for research, data and analytics, where he has mastered how to best aggregate and analyse both internal and external data to predict trends and find new opportunities. Philippe will be sharing this innovative approach during his panel during day 2 of TradeTech FX.
Joseph Pach
Joseph Pach
Head of FX Trading
Mellon Capital Management
SENIOR-LEVEL FINANCIAL SERVICES PROFESSIONAL with history of successes in trading, market making, strategy development, and portfolio management in hedge funds and institutional asset management. Primary responsibility for trading in equity electronic markets, equity derivatives, commodities, and currencies for an asset manager with over $420 B AUM.
Eric Busay
Eric Busay
Senior Investment Officer
Mountain Pacific Group
Founding member, Board member and Secretary and Chairman for the Foreign Exchange Professionals Association FXPA, 2015-16 link www.fxpa.org Initial member for the Federal Reserve Bank of New York Foreign Exchange Subcommittee 2008-14 Advisory Board Member for the new Wealth Preservation Unit (WPU), a FTSE benchmark Former Regent for CFA Institute's Financial Analyst Seminar Board Former Global Pensions 100 Panel and Awards Judge Interests include any application of currency to international investing, derivative transactions and cross currency exposures. Specialties: Published papers: • A Framework to Determine a Currency Hedge Ratio as a chapter in a Risk Waters book, " Currency Management: Overlay and Alpha Trading” • Currency Return Attribution for International Fixed Income and Equity as a chapter in a Risk Waters book “Foreign Exchange: A Practitioner’s Approach to the Market” • Establishing Benchmarks for Currency, The Disentangling of Currency Returns - The Journal of Performance Measurement, Winter 2008/2009, 50th Issue.
Paul Aston
Paul Aston
CEO and Director
Tixall Global Advisors
Paul has worked in the financial industry since 1994, specializing in quantitative finance for multi‐asset strategies, including currency. Throughout his career he has held positions on both the buy and sell sides of the industry, cultivating unique experiences, expertise and insights as a quantitative strategist, portfolio manager, trader and sales person in global equities, global fixed income, derivatives and global foreign exchange. Paul spent the first half of his career on the buy‐side holding prominent positions at Baring Asset Management, Santander Global Advisors, Putnam Investments, Fleet/Columbia Management and at his own fund Prometheus Quantitative Strategies. On the sell‐side Paul has spent the later part of his career specializing in strategies and quantitative alpha generation, utilizing electronic and algorithmic trading techniques, at Bank of America, Morgan Stanley and TD Securities. Paul is established as one of the industry’s leading authorities on the subject of market microstructure in global foreign exchange and transaction cost analysis (TCA), having published a myriad of widely read papers on these subjects as well as being the named inventor of two important patented solutions for FX TCA. Paul holds Master degrees in Mathematical Economics and Business Administration from Boston University and a Bachelors degree in Music Composition from Boston University and the New England Conservatory of Music.
Jason Leinwand
Jason Leinwand
Currency Strategist
FirstLine FX
Jason Leinwand is the founder and CEO of FirstLine FX. He has 30 years of experience as an active trader and global markets strategist in the foreign exchange markets. FirstLine FX was founded with the express purpose of providing independent, timely and strategic advice on the foreign exchange markets. Prior to founding FirstLine, Jason was Head of FX Strategy and Trading for MetLife, a global insurance company. For nine years he led MetLife's efforts to mitigate currency risk across its 50 countries of exposure. He was responsible for developing and implementing FX strategies for treasury, finance and private equity, as well as providing fundamental market analysis and hedging solutions for their merger & acquisitions team. He also managed the currency risk of an emerging market debt portfolio as an overlay manager. Prior to MetLife, Jason spent nearly 20 years as a senior trader and sales person at tier one financial institutions. Jason earned a B.S. in Finance from the D’Amore McKim School of Business at Northeastern University
Mr. Vitale is Chief Operating Officer – FX Markets & Head of Client Execution Services at the Bank of New York Mellon. Bank of New York Mellon’s Client Execution Services provides pre-trade, electronic trading & post trading execution services to its Institutional Markets Clients. Mr Vitale, based in New York is a Managing Director within the Bank’s Markets Division. Prior to joining the Bank of New York Mellon, Mr. Vitale spent 12 years at Deutsche Bank in various Fixed Income and FX Roles. Most recently, Mr Vitale was Co-Head of Listed Derivatives and Markets Clearing EMEA & Global Head of Foreign Exchange Prime Brokerage (FXPB) with Deutsche Bank AG. Deutsche Bank's Listed Derivatives & Markets Clearing business provides listed futures execution/clearing, fixed income intermediation (interest rates, FX & Credit), OTC Clearing and portfolio financing. Jason was a member of Deutsche Bank's Global FX (GFX) and Listed Derivative Clearing (LD&C) management teams. Prior to his tenure with Deutsche Bank, Mr. Vitale spent one year in New York with International Fund Service (a State Street Company). Additionally Mr. Vitale is a Director of the Board of CLS Group Holdings AG. He is Chair of its Board Strategy Committee and member of both the Chairman's & Nominating and Governance Committees. Mr. Vitale is a committee member of the U.S. Commodity Futures Trading Commission's (CFTC) Global Markets Advisory Committee for Foreign Exchange Markets (FEM), appointed by CFTC Commissioner Mark Wetjen in 2014. Mr. Vitale is a Director of the Board of the Foreign Exchange Professionals Association (FXPA). The FXPA represents the collective interests of the foreign exchange industry to policy makers and marketplace. Jason represents the Bank of New York and the FX industry on a number of Market Structure/Regulatory/Central Bank bodies. Mr. Vitale completed his undergraduate work in Finance at the University of Arizona, and studied abroad at Cambridge University (UK).
Adrian  Boehler
Adrian Boehler
Global Head of FXLM, Commodity Derivatives Sales, Global Head of G10 FX Trading
BNP Paribas
Adrian joined BNP Paribas in December 2011 as GlobalHead of Institutional FX Sales. He additionally became Global Head of Institutional LM (Local Markets) sales in J anuary 2014. He was then appointed to co-lead the Foreign Exc hange and Local Markets (FXLM) business in its entirety in J anuary 2015 before becoming Co -Head of FXLM and Commodity Derivatives in August of 2016. Adrian is a member of both the European Central Bank's FX Contact Group and of the Bank of England's FX J oint Steering Committee. He is also a member of the Market Participants Group that has been working alongside a number of centralbanks globally on the FX GlobalSingle Code of Conduct. Prior to BNP Paribas, Adrian worked at HSBC Bank plc as Head of Foreign Exc hange Sales, EMEA, and in that role was responsible for the distribution of FX to all c lient groups - Institutional, Corporate and MME /SME. He joined HSBC in J une 2004 from Goldman Sac hs where he had spent 10 years in InstitutionalFX Sales working in London and al so Hong Kong during the Asian currency crisis in 1998. In addition to his responsibilities within GlobalMarkets, Adrian is Co -Chair of MixCity, the employee -led network aimed at helping promote gender diversity at BNP Paribas. Adrian has a First Class J oint Honours Degree in French and Russian from Oxford University.
Lee Ferridge
Lee Ferridge
Head of FX Strategy
State Street Global Markets
Investment strategist focused on FX and Fixed Income markets. Extensive experience having worked in both the London and US markets. Strong quantitative skills and driven to produce tradable investment ideas.Significant client-facing experience across the leveraged and real money community. Has managed strategy teams for a number of years.
Tammer Kamel
Tammer Kamel
CEO
Quandl
Tammer Kamel is CEO and Cofounder of Quandl. A computer engineer by training, Tammer brings a deep knowledge of technology and quantitative investment strategy. With over two decades of experience in financial data analysis and risk management, Tammer is widely regarded as a leading expert in alternative data. During his 15-year career working at Citibank, Simplex Asset Management and the Iluka Consulting Group, Tammer advised and evaluated many of the world’s leading hedge funds on their technology and infrastructure.
Manuel Aarón  Fajardo García
Manuel Aarón Fajardo García
Principal and Chief Executive Officer of the Investment Manager
Ocean Capital Advisors LLC
Manuel Aarón Fajardo García is the former director and chief hedge fund manager of Proteus Multistrategy Fund Ltd (a Cayman Islands-administered private investment fund), which was the predecessor to the Calypso Hedge Fund which he directs. He is currently the principal and chief executive officer of the Investment Manager, Ocean Capital Advisors LLC and the principal of Ocean Quant Management LLC. The Ocean Quant Group, that he manages, is a conglomerate of seven financial distributed in four countries and in process of expansion. Currently Manuel Fajardo is looking forward to make allocations and value emerging managers to come in to the Calypso umbrella structure.
Tod Van Name
Tod Van Name
Global Head of FX and Commodities Electronic Trading
Bloomberg
Tod Van Name is global head of FX and commodity electronic trading atBloomberg. Based in New York, he oversees business strategy and productdevelopment for Bloomberg'sForeign Exchange trading platform FXGO on the Bloomberg Professional service, the world's most trusted source for real-timeand historical financial data, news, research and analytics. Mr. Van Nameand his team were instrumental in creating the desktop FX product, includingthe development of FXGO, which allows clients to perform pre-trade andpost-trade analytics, trade a wide variety of FX instruments, and manage theirFX risk via the Bloomberg Professional service. Previously,Mr. Van Name was global business manager for various product groups includingEconomics, FX, Commodities and Fixed Income. He also directed Bloomberg's teamof application specialists in the Americas who provide market expertise andBloomberg analytical solutions to internal and external clients. Prior tojoining Bloomberg in 2006, he traded currencies and options for over 19 yearsat several major banks, and served as senior vice president and manager offoreign exchange trading at Fuji Bank, where he oversaw the spot, forward andoption trading desks. He has a BA in Economics from the University ofCalifornia and an MBA from Thunderbird School of Global Management. He had been quoted widely in media includinge-forex, Euromoney, Financial Times, FX Week, and Profit & Loss.
Alejo  Czerwonko
Alejo Czerwonko
Director, Emerging Markets Investment Strategy
UBS Wealth Management
Alejo is a director, emerging markets strategist at the Chief Investment Office of UBS. His primary focus is emerging markets macroeconomics, sovereign credit and asset allocation. Alejo is frequently quoted and contributes to columns in the Financial Times, Bloomberg, Reuters, WSJ, among other publications. Alejo earned a Ph.D. in economics from Columbia University. He also holds degrees in economics and finance from Tilburg University and Universidad del CEMA. He has taught courses at Columbia Business School, Columbia College, and Universidad del CEMA.
David  Puth
David Puth
Vice Chair
Global Foreign Exchange Committee
David joined CLS as CEO in August 2012 and is a member of the Board of CLS Group Holdings. In addition to his role at CLS, David chairs the Market Participants Group, established to work with the Bank for International Settlements (BIS) Foreign Exchange Working Group (FXWG) in strengthening code of conduct standards and principles in foreign exchange markets. David’s career spans more than three decades in financial markets, including 19 years at J.P.Morgan where he served in a variety of senior global leadership roles with oversight of the bank’s FX, interest rate derivatives, commodities and emerging markets businesses. He also served as a member of J.P.Morgan’s Executive Committee. After leaving J.P.Morgan in 2007, he founded The Eriska Group, a New York‐based risk management consulting organization. From 2008 through 2011, David worked at State Street, where he was head of Global Markets, responsible for sales, trading and investment research across multiple asset classes, including FX, and for Currenex, the firm’s electronic FX brokerage business. David was also a member of the Foreign Exchange Committee of the Federal Reserve Bank of New York, which he chaired from 1999 to 2002, and has served on the board of directors of both CME Group and ICAP. In addition, he is a member of the Bank of England’s Foreign Exchange Joint Standing Committee, and the Office of Financial Research’s Advisory Committee. Outside of the industry, David serves on a number of boards in support of education and the arts, including the Institute for Global Leadership at Tufts University and the Institute for Contemporary Art in Boston. He is also a longstanding board member of the Robin Hood Foundation in New York.
Alex Sedgwick
Alex Sedgwick
Head of Fixed Income and FX Market Structure
T. Rowe Price
Alex Sedgwick is a market structure analyst in Fixed Income Trading at T. Rowe Price. Mr. Sedgwick is responsible for performing custom research and analysis pertaining to market structure, liquidity, and trade cost/execution analysis across the various fixed income sectors. He is a vice president of T. Rowe Price Associates, Inc. Mr. Sedgwick has 14 years of investment experience, one of which has been at T. Rowe Price. Prior to joining the firm in 2014, he spent eight years at MarketAxess Corp. in New York, where he was most recently head of research.
Asif Rasaq
Asif Rasaq
Global Head of FX Algo Executions
BNP Paribas
Asif is an experienced FX Algo Trader who has over 12 years of experience in developing electronic trading platforms. He has a MSc in Artificial Intelligence and has joined BNP Paribas from Citi, where he worked on various initiatives including eFX pricing engines and algorithmic trading. Utilising his experience in artificial intelligence, he has developed and launched Cortex iX (Intelligent Execution) - a cutting edge FX algorithmic execution platform that has been highly acclaimed by clients and industry experts globally.
Isaac Lieberman
Isaac Lieberman
President and CEO
Aston Capital Management
Isaac Lieberman founded Aston Capital Management as a quantitative hedge fund in November 2013 and currently serves as Chief Executive Officer. As a veteran trader of proprietary quantitative strategies, Isaac has more than 20 years of experience trading in global FX and Fixed Income markets. Prior to founding Aston Capital Management, Isaac was Managing Director at J.P. Morgan where he was the Head of Algorithmic Trading and the Head of Electronic FX Options Trading. Before joining J.P Morgan in 2008, Isaac was Head of the FX and Fixed Income division in the Principal Strategies Group at Bear Stearns where he worked from 1996.
Jim  Ball
Jim Ball
Head of FX, Market Development
Thomson Reuters
Jim has 30 years’ experience in the financial marketplace where he has held leadership positions in Sales and Trading. As the Head of Market Development for FX in the Americas at Thomson Reuters, he is a trusted advisor to clients providing insightful data and analytical solutions allowing them to improve their workflow and performance across the trading lifecycle. Upon graduating from Villanova University with a Bachelor of Science degree in Accountancy in 1988, Jim commenced his financial career as a Derivatives Trader on the New York Board of Trade. He joined Reuters in 1993 to build adoption of electronic trading platforms across Exchange (Globex) and OTC (Reuters FX Spot & Forward Swaps Matching) venues to provide greater order book transparency for investors. As e-Commerce trading solutions began to extend workflow efficiency to the buy side at the turn of the century, Jim held senior roles at Cognotec and Radianz thoughtfully guiding clients through this technology evolution.
Roel Oomen
Roel Oomen
Global co-Head of Electronic FX Spot Trading
Deutsche Bank
Roel is the global co-head of electronic FX spot trading at Deutsche Bank. He started his industry career as a quant in cash equity algo trading in 2006. Prior to that he was in academics, most recently as a tenured associate professor of finance at the Warwick Business School. Roel holds a PhD in econometrics, is a senior research fellow at the London School of Economics, and has published widely on the econometric analysis of high frequency data. Roel will be contributing his industry expertise to the keynote “Liquidity Aggregation, Execution Risk And Transaction Cost Analysis For FX Spot” on the 14th September.
Ms Mayra Rodriguez Valladares
Ms Mayra Rodriguez Valladares
Managing Principal
MRV Associates
Mayra Rodríguez Valladares is Managing Principal of MRV Associates. She is a graduate of Harvard and Radcliffe Colleges, The Wharton School, and The Lauder Institute of the University of Pennsylvania. She was also a Raoul Wallenberg Fellow at The Hebrew University of Jerusalem. She has over twenty five years of financial regulatory and capital, foreign exchange, and energy markets experience at the Federal Reserve Bank of New York, JP Morgan, BTAlex.Brown, and as a financial consultant and trainer. She has published over 100 articles in publications such as American Banker, Bloomberg’s Financial Regulatory Brief, The New York Times, Russian Petroleum, and World Oil. www.MRVAssociates.com.
George Saravelos
George Saravelos
Global Co-Head of FX Research
Deutsche Bank
George is Global co-Head of FX Research at Deutsche Bank in London, where he is responsible for the fundamental analysis of the world’s major currency markets and is one of the bank’s most prolific writers on global macro issues. He has spearheaded the development of Deutsche Bank's FX investment index product suite, including the first benchmark index of currency market returns, and has built industry-leading indicators and frameworks for analyzing market drivers. He has also driven Deutsche Bank's coverage of the macro and political outlook in the Eurozone crisis, particularly Greece. George holds a Masters in international development from Harvard University and a Bachelor in economics from Cambridge University and has also previously worked at the IMF
Victoria Cumings
Victoria Cumings
Managing Director Americas, Global FX Division
SIFMA
Victoria Cumings is MD for the Americas with the Global Foreign Exchange Division of the Global Financial Markets Association, an industry trade association. Victoria is responsible for regulatory issues and advocacy in the Americas impacting the foreign exchange market as well as global initiatives in areas such as margin, capital and clearing. Victoria was previously with CLS Bank International, where she led their New York Legal team, and has also in the past held positions as Senior Legal Counsel at HSBC Securities USA, Associate at law firm Davis Polk & Wardwell, and as a solicitor at the Australian law firm McCullough Robertson.
Paresh Upadhyaya
Paresh Upadhyaya
Director of Currency Strategy
Pioneer Investments
Paresh Upadhyaya is Senior Vice President and Portfolio Manager of Pioneer Global Multisector Income Fund. He also leads Pioneer Investments’ currency research effort out of Boston and serves as an advisor to the firm’s global fixed income and equity investment staff on currency-related issues. In addition, he helps lead sovereign credit analysis and advises the investment team on sovereign bond investments. Paresh joined Pioneer from Bank of America Merrill Lynch, where he was Director, Senior FX Strategist – Head of North Americas G-10 FX. Prior to BofA Merrill Lynch, he was a Portfolio Manager and member of the currency team at Putnam Investments, where he participated in actively managing $20 billion in currency investments in currency overlay, fixed income, global asset allocation, and international equity portfolios. Paresh holds a B.S. in Economics and International Relations from Boston University and an M.B.A. in Finance from Boston College.
David Mercer
David Mercer
CEO
LMAX Exchange
David Mercer is the Chief Executive of LMAX Exchange, the leading MTF for FX, authorised and regulated by the FCA. A former banking executive and currency specialist, David Mercer joined as chief executive in 2011 and in 2013 successfully completed the LMAX Exchange MBO. Over the last 5 years, David has transformed LMAX Exchange into one of the UK’s fastest growing technology companies (Winner - Deloitte UK Technology Fast 50: 2016, 2015, Tech Track 100 Sunday Times: 2015, 2014, 2013). Prior to LMAX Exchange, David was a CEO at Cantos, Non-Executive Director at Velocity Trade and a COO of the Emerging Markets business at Credit Suisse. David’s track record includes development and successful sales of business ventures within Cantos, Saxo Bank (Synthesis Bank) and IFX Markets. David started his financial services career in the Banking and Regulatory division of Ernst & Young in 1989
Justin Slaughter
Justin Slaughter
Political and Business Consultant
Mercury Strategies (Former CFTC)
Justin has served in just about every area of government and politics, from Capitol Hill to the Executive Branch, and from the judiciary to political campaigns. As Chief Policy Adviser and Special Counsel to Commodity Futures Trading Commissioner Sharon Y. Bowen, Justin advised the Commissioner on all matters of policy, politics, press and law regarding the futures and swaps markets, including advising the Commissioner on regulations regarding algorithmic trading, cybersecurity, fintech, and corporate governance. Prior to that, Justin served as General Counsel to Senator Edward J. Markey of Massachusetts and advised the Senator on matters of law, finance, taxation, and foreign policy, including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act and JOBS Act, policies to spur domestic economic growth, government funding and the raising of the debt ceiling, executive branch nominations involving economic and financial policy, and efforts to reduce carbon emissions. Justin has also served as Investigative Counsel on the Minority Staff of the House Natural Resources Committee, where he engaged in oversight and investigations of the energy futures markets. Justin has also practiced law at the Washington office of McDermott Will and Emery LLP, where he focused his practice on securities and congressional investigations. Justin served as a law clerk to the Honorable Jerome Farris on the United States Court of Appeals for the Ninth Circuit. A native of Atlanta, GA, Justin is a graduate of Yale Law School (J.D.) and Columbia University (B.A.).
Andrew Maack
Andrew Maack
Head of FX Trading
Vanguard
Andy Maack, CFA, is a senior manager in Vanguard Fixed Income Group. He serves as the head of FX Trading supporting Vanguard’s equity and fixed income portfolios globally. Andy has previously worked within the Investment Management Division and served as an equity portfolio manager and municipal bond trader.
Ruben Costa-Santos
Ruben Costa-Santos
Head of FX
ITG
Ruben Costa-Santos is the head of FX at ITG, a leading independent broker and financial technology provider, where he oversees foreign exchange activity across the Analytics, Execution, and Workflow Technology divisions. Previously Ruben worked at Deutsche Bank, where among other roles he served as head of FX Client Platforms for the Americas, responsible for technology enabled FX solutions for institutional clients and for the cross border payments’ platform. Ruben has a Ph.D. in Mathematical Physics. Prior to working in Finance, he conducted research in discrete quantum gravity and statistical mechanics and taught at Utrecht University and at Stony Brook University.
Ulf Lindahl
Ulf Lindahl
Chief Investment Officer
A.G. Bisset Associates
Co-founded of A.G. Bisset in 1981 and developed the firm’s currency models employed in its currency overlay and currency return seeking programs. He produces the firm’s monthly research publication: “Review of Emerging Trends,” published since 1984. Has written numerous articles published in various periodicals and has spoken at investment conferences on the topic of currency risk management. He is a graduate of Stockholm School of Economics, Sweden.
Paul Shahied
Paul Shahied
FX Trading
Fidelity Investments
Paul Shahied, CMT, has worked on Wall Street for 20 years with experience in fixed income, equities, commodities, and foreign exchange markets. He began his career on the sell side, working at Merrill Lynch and then Lehman Brothers where he managed the FX e-commerce trading business and was a liquidity provider on the spot desk. He later moved to ITG where he was tasked with starting an FX trading platform for the international trading group. His roles at Fidelity Investments span FX and commodity trading, equity trading, evaluating FX executions across managers, and helping centralize all foreign exchange at the firm from systems & processes to execution & post-trade analytics and TCA.
Franz Schmidpeter
Franz Schmidpeter
Managing Director
Curex Group
Franz has been at Curex since 2014. Cürex is the Foreign Exchange Choice for Best Execution for Institutional Clients ("Buyside"). We help our clients to meet their regulatory and fiduciary mandates and reduce the cost of execution. Franz will be taking part in the Panel Discussion ‘Driving transparency - How can you prove to your end clients that your TCA methodology is best suited and delivering best execution’ on the 12th September.
Nathaniel  Polachek
Nathaniel Polachek
Portfolio Manager and Partner
Commodity Asset Management
Nate joined Commodity Asset Management in 2016 as a Portfolio Manager and Partner. Nate began his career at Goldman, Sachs, & Co. as an equity derivatives and options trader. Subsequently, Nate held leadership roles at multiple distinguished asset managers, including Bridgewater Associates and AQR Capital Management. Nate serves on the board of the Washington Heights and Inwood Community Council, as well as on the Mount Sinai Investment Advisory Committee. Outside of investing, Nate utilizes multifactor statistical models to forecast NASCAR race outcomes, and has ranked in the top 1% worldwide. Nate is Series 3, 7, 24, 55, and 63 licensed.
Andrew  Ralich
Andrew Ralich
CEO
oneZero Financial
Andrew brings extensive experience in both the software development and financial technology fields to his role at oneZero. As CEO, Andrew has led oneZero’s growth from a start-up to a global leader in enterprise-level software solutions for participants in the retail forex market. His primary areas of focus are product design, industry and competitive analysis, and managing long term partnerships.
Michael Melvin
Michael Melvin
Executive Director
Rady School of Management UCSD
Michael Melvin is Executive Director of the Master of Finance program at the Rady School of Management, University of California San Diego. Prior to his recent return to academia, he spent many years as a Managing Director at BlackRock and Barclays Global Investors (BGI). At BGI, he was head of currency hedge funds and head of currency and fixed income research. After BlackRock acquired BGI he was Senior Research Advisor in the Executive Group of Multi-Asset Strategies. His prior academic role included teaching a quant currency investing class in the Master of Financial Engineering program at U.C. Berkeley. Earlier roles include Fulbright Scholar in Germany and visiting scholar at the Federal Reserve Board, the BIS, and the IMF.
Ralf Donner
Ralf Donner
Global Head of Client FX Algo Execution
Goldman Sachs
Ralf Donner is Global Head of Client FX Algo Execution at Goldman Sachs, responsible for the firm’s FX algorithmic execution offering, pre- and intra-trade liquidity and transaction cost analytics, and post-trade reporting. Ralf started his professional career at ABN Amro in 2006 as an FX options quant, followed by 8 years with Morgan Stanley in London and New York, first in model validation of options pricing models and then in quant sales, focusing on systematic FX trading strategies and FX market microstructure. From 2014-16 he ran Morgan Stanley’s QSI team in New York. Ralf holds a Masters in physics and a doctorate in theoretical physics from Oxford University.
Brad Bailey
Brad Bailey
Research Director
Celent
Capital markets fintech. My 22 year Wall Street career has focused on market structure, trading technology, innovation, and partnership building. I assist firms in balancing existing infrastructure with emerging technologies. • Influencer-identify innovative technologies and disruptive business models that bridge fintech and financial technology. • Research Director focusing on industry competition, business model evolution, analytics, market data, trading platforms and venues, strategy, product development, channel strategy, strategic marketing & quant trading. • Passion for data and the story it tells about the generational shift in the capital markets taking place. • Trading technologist with deep technical understanding across stack of trading infrastructure. Global executive with extensive work experience in Europe, Japan and China. Expertise: Electronic Trading | Market Structure | FX | Fixed Income | Derivatives | Analytics | Market Data | Trading Technology | Electronic Market Making | DLT | Blockchain | Algorithmic Trading | Equities | Securities Regulation | Regulatory Engagement | Business Analysis | Order Routing | Options
Darren Jer
Darren Jer
Chief Executive Officer
MarketFactory
Darren Jer is a co-founder of MarketFactory and serves as its chief executive officer where he is focused on building the bridge between fiat, crypto and fintech. Prior to founding MarketFactory, he served as head of new business sales for the largest electronic foreign exchange company, EBS Group Limited, acquired by NEX Group plc (formerly known as ICAP plc). Before that, he was a sales executive for IBM, responsible for Wall Street accounts. Darren has over two decades of experience leading sales and operations in the financial services markets. He earned a B.A. in English and Political Science from Duke University.
Ed Boyle
Ed Boyle
Global Macro Portfolio Manager
American Century Investments
Innovation focused leader with over 25 years experience at leading finance and technology firms. Ability to manage, collaborate and communicate effectively across a wide range of interdisciplinary teams. Frequent public speaker at industry events on the growing importance of Fintech in global markets.
Christopher Chattaway
Christopher Chattaway
Managing Director
Goldman Sachs
Christopher manages the FX and Commodities Systematic Market Making business. He is a member of the Regional Securities Division Automated Trading Controls Committee (Americas). Previously, he worked in FX Strats, FX Spot Trading and FX Technology. Christopher joined Goldman Sachs in 2001 as an analyst and was named managing director in 2011. Christopher serves on the board of FXSpotStream, a bank-owned consortium for FX aggregation and execution services. Christopher earned a BA in Computer Science from Cornell University in 2001 with a concentration in Math and Business.
Edward  Brown
Edward Brown
Chief Executive Officer
GTX SEF
Ed is the Chief Executive Officer of GTX SEF, LLC, and a member of its Board of Directors. He joined GTX SEF, LLC in November 2016. Ed is an industry veteran with more than 25 years of experience in the financial services industry and has focused on electronic systems for the capital and foreign exchange markets since 2000. Previously, Ed was the Head of Strategic Initiatives at EBS BrokerTec, which included ICAP’s global electronic foreign exchange and fixed income trading platforms. Ed was formerly the Executive Vice President of Business Development and Research at ICAP Electronic Broking, responsible for all research and development. Prior to joining BrokerTec in 2002 (acquired by ICAP in 2003), Ed held executive positions at Pedestal Inc. and Oppenheimer and Co. Ed began his financial services career in 1991 at Sanwa (USA) Securities as a mortgage trader specializing in adjustable rate Mortgage-Backed Securities (MBS). Ed holds a Bachelor of Science degree from the US Naval Academy in Annapolis, Maryland. Upon his graduation, he remained in the service for five years as a Surface Warfare Officer, deployed primarily to the Mediterranean and North Atlantic.
Alessio De Longis
Alessio De Longis
Vice President
OppenheimerFunds
Alessio de Longis, CFA, is a portfolio manager for the Global Multi-Asset Group (GMAG) at OppenheimerFunds. Additionally, Mr. de Longis leads the group’s macro strategy, focusing on business cycle dynamics, global macro regimes, and their impact on asset class risks and returns, and manages active currency strategies in GMAG’s funds. From 2004 to 2013, he was a member of the Global Debt Team. He holds a BA and MA in Economics from the University of Rome Tor Vergata, and an MSc in Financial Economics and Econometrics from the University of Essex, UK. He is a published author in the field of macro-based currency investment strategies.
Mr Howard Tai
Mr Howard Tai
Senior Analyst
Aite Group
Howard Tai is a senior analyst with Aite Group, focusing on derivatives products, multi-asset class investment, and risk management strategies, as well as the role of electronic trading in currency, equity derivatives, convertible securities, and equities. Howard brings to Aite Group more than 25 years of investment experience across multiple asset classes and derivatives products. Before joining Aite Group, he spent more than 15 years with American Century Investments (ACI), most recently as vice president, currency and equity derivatives specialist. In this role, he was responsible for policy, strategy, risk management, and trading of foreign exchange, equity derivatives, and convertible securities. During his tenure at ACI, he traded currencies, equity futures, listed equity options, OTC structured products, convertible securities, and Asian, European, Latin American, and U.S. equities. He also served as a member of the Asia-Pacific Steering Committee for FIX Protocol Ltd. Prior to joining American Century Investments, Howard worked for Citigroup and JPMorgan Chase. Mr. Tai has been quoted extensively in the financial press and in trade publications such as Global Pensions, Institutional Investor, Euromoney, FX Week, Advanced Trading, and Wall Street & Technology. He has presented at leading industry events globally.
Ben Emons
Ben Emons
Head of Portfolio Management
Intellectus Partners
Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business.
Paul Richards
Paul Richards
President
Medley Global Advisors
Paul Richards is the President of Medley Global Advisors, a pre-eminent independent macro research company owned by the Financial Times. Originally from New Zealand Paul has spent 30 year in global financial markets including 20 years at UBS where he recently ran FX, Rates and Credit Sales in the Americas. Passionate about markets, he is is a regular guest on CNBC and Bloomberg and regularly speaks with some of the world's largest Money Managers
Andrew Busch
Chief Information Officer
CFTC
Andrew Busch is the Chief Market Intelligence Officer for the Commodity Futures Trading Commission. After spending 30 years in the financial services sector, Mr. Busch comes to the CFTC from the boutique economic research company he founded, Bering Productions Inc. (BPI), where he was CEO. Before BPI, Mr. Busch was the Global Currency and Public Policy Strategist at the Bank of Montreal from 2009 to 2013. He also served as the Bank of Montreal’s Global Foreign Exchange Strategist and was an outside advisor to the White House, US Treasury and Congress on the financial markets from 2005-2009. Mr. Busch began his career in financial services working in the foreign exchange trading department for the Northern Trust Company
Steve Eisman
Steve Eisman
The inspiration behind ‘The Big Short’ , Managing Director, Portfolio M
Neuberger Berman (Eisman group)
Isaac  Chang
Isaac Chang
Managing Director, Head of Trading
AQR Capital Management
Collin Crownover
Collin Crownover
Senior Managing Director, Head of Currency Management
State Street Global Advisors
Rick Harper
Rick Harper
Head of Fixed Income and Currency
Wisdomtree Asset Management
Steve Reich
Steve Reich
Managing Director, FX and Commodities
GTS Securities
Steve Reich is the Head of FX and Commodity Liquidity Solutions at GTS. He is responsible for directing GTS’ FX franchise, including execution liquidity and strategies for asset management as well as market making in FX, commodities, metals and futures products. Before joining GTS in 2013, Mr. Reich ran FX Clearing for CME Group. Previously, he was Chief Revenue Officer and Head of Sales and Business Development for Pivot Solutions, which was acquired by CME in 2010. Before joining Pivot, Mr. Reich was a co-founder and the Chief Operating Officer of Hotspot FX. Earlier in his career, he held positions at Barclays, HSBC, and Credit Suisse.
Alison Romano
Alison Romano
Senior Investment Officer
State Board of Administration for Florida
Melissa  Marquis
Melissa Marquis
Managing Director, Currency Trading Technology
Wellington Management Co.
Amish  Naik
Amish Naik
Americas Head Algo iX
BNP Paribas
John Radle
John Radle
Head of Trading
Campbell and Company
John Radle is the Global Head of Trading for Campbell & Company, a CTA/hedge fund founded in 1972 with $4 billion under management. He manages eight traders across three geographic regions - Asia, Europe, and North America. He is responsible for global execution for foreign exchange including NDFs, cash equities, derivatives, and London Metal Exchange markets utilizing high-touch, direct-market-access, and algorithmic methods. He chairs the firm’s Best Execution Committee. John has 28 years of trading experience splitting his time between both the buy-side and the sell-side. John earned a BBA in Finance from Texas Christian University (TCU) in Fort Worth, TX. He also earned an MBA in Management of Technology from Johns Hopkins University in Baltimore, MD.
Tomo Tokuyama
Tomo Tokuyama
Head of Trading
First Quadrant
Michael O’Brien
Michael O’Brien
Director of Global Trading
Eaton Vance
Darren Jer
Darren Jer
CEO
Market Factory
Jae Lee
Jae Lee
Managing Director, Emerging Markets Strategy
TCW Group
Zoran Mavrinac
Zoran Mavrinac
Senior Managing Director
Curex Group
David Wright
David Wright
Global Head of Macro Electronic Trading
Morgan Stanley
Jennifer Litwin
Jennifer Litwin
Senior Director, Head of Relationship Management
Greenwich Associates
Jennifer Litwin is responsible for spearheading Greenwich Associates’ relationship management and marketing initiatives with key decision-makers at select priority buy-side institutions and is a frequent speaker at industry and investor conferences. Prior to joining the Firm in 2007, Jennifer was a senior sales-trader on the Synthetic GIC desk at UBS Investment Bank. She began her career as an Associate in the Operations Group at AIG Financial Products Corp. Jennifer is a recipient of Traders Magazine Wall Street Women, A Celebration of Excellence 2012 - Crystal Ladder Award and was elected to the National Organization of Investment Professionals (NOIP) in 2016. Jennifer is also a professional opera singer and earned her Bachelor and Master of Music Degrees at Oberlin College Conservatory of Music and Yale University School of Music, respectively.
Sinead  Colton
Sinead Colton
Head of Investment Strategy
Mellon Capital Management
Bobby Cho
Bobby Cho
Head of OTC Trading, Crypto
DRW
Robert DiTrapano
Robert DiTrapano
Global Head of Electronic Spot FX Trading
Morgan Stanley
Robert DiTrapano is the global head of Morgan Stanley’s electronic spot trading desk based in New York. He is responsible for the trading and risk management of Morgan Stanley’s FX electronic offering to institutional clients. Robert joined Morgan Stanley in 2004.
Uto  Shinohara
Uto Shinohara
Managing Director, Head of Portfolio Management and Research, Currency Management
Mesirow Financial
Marisa  Kurk
Marisa Kurk
Senior Managing Director, Chief Operating Officer
Mesirow Financial
Thomas Bailey
Vice President, FX Trading
State Street Global Advisors
David Newns
Global Head of Global Link Execution Services
State Street Global Markets
David Biser
Senior Trader
Campbell and Company
Thomas Gentile
Head of FX
Crabel Capital Management
Subodh Tiwaskar
Assistant Vice President - Data Scientist
BNP Paribas