February 13 - 15, 2019
National Doral, Miami
44 (0) 207 036 1355
Head of FX Trading
Senior FX Trader
Head of Trading
Campbell and Company
Head of FICC Trading
Manulife Asset Management
Jason Fromer is a managing director and the head of US FICC trading at Manulife Asset Management, responsible for the global currency trading needs of the firm. Jason has extensive product knowledge in derivative markets, commodities, currencies and debt. In addition to his strong buy-side and sell-side relationships, Jason has experience in trading system development. Prior to joining Manulife, he was at State Street Global Markets, where he was a vice president in foreign exchange sales. Before State Street, Jason held the position of head currency trader at Putnam Investments. Earlier in his career, he worked on the macro trading desk at Soros Fund Management.
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.
TCA and Market Structure Analyst
Brendan McMurtray is an FX Electronic Trading & Market Structure Analyst in the Global Trading Division of T. Rowe Price. He is an assistant vice president of T. Rowe Price Associates, Inc. Brendan earned a B.S., summa cum laude, in chemical engineering from University of Maryland, Baltimore County and is a member of Phi Beta Kappa. He has passed all three levels of the Chartered Financial Analyst program and may be awarded the charter upon completion of the required work experience.
Currency Strategy Director
Head of EMEA ETF Client Trading
Tom is Head of EMEA ETF Client Trading at Invesco. The client trading team helps Invesco investors implement ETFs into their portfolio and trading strategies for buying or selling in the most cost effective and efficient way as possible. As technical ETF experts the team is driven to deliver a superior investment experience for investors and traders to leverage ETFs for their specific market access needs.
Global Head of FX Strategy
State Street Global Markets
Co-head of Multi Asset and Portfolio Manager
Alessio de Longis, CFA, is co-head and portfolio manager of the Multi-Asset Team at OppenheimerFunds. 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. Additionally, he manages active currency strategies in multi-asset portfolios. Prior to joining the multi-asset team, from 2004 to 2013 he was a member of the Global Debt Team at OppenheimerFunds, where he served as currency portfolio manager. He is a published author in the field of systematic currency investing using macro-based strategies. Additionally, he published an Op-ed for the Wall Street Journal on the Italian and European debt crisis in 2011. He holds an MSc in Financial Economics and Econometrics from the University of Essex, UK and an MA in Economics from the University of Rome, Italy. He is a CFA charterholder.
Senior Portfolio Manager
Virginia Retirement System
International Equity PM, FX Hedging Specialist
Commodity Asset Management
Nate joined Commodity Asset Management pre-launch as a Portfolio Manager and Partner. Nate began his career at Goldman, Sachs, & Co. as a 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.
Aston Capital Management
Isaac Lieberman founded Aston Capital Management as a quantitative hedge fund in November 2013. 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.
Larisa Mathur, Founder & CEO: VNR Partners Over a decade of experience in big data, consumer behavioural analytics and data science in a variety of industries from retail to aerospace, b2b & b2c, online and offline. Larisa founded VNR Partners 2 years ago with a mission of leveraging alternative data as a function of portfolio growth, and leveraging automation technologies for increased efficiencies and reduced trading costs. VNR Partners is a fin-tech company generating and executing algorithmic trading alpha models for its investors, and creating products founded on traditional and alternative data sets using machine learning technologies.
Christina Qi serves as Co-Founder and Partner at Domeyard LP, a hedge fund known for its focus on high frequency trading. Domeyard closed its Series C in 2017 and trades up to $1 billion USD per day. Her company’s story has been featured on the front page of Forbes, Nikkei, and other publications. Christina brings experience in investment management, sales and trading, derivatives operations, and technology across Goldman Sachs, UBS Securities, Zions Bank, and MIT Lincoln Labs. She is a visiting lecturer at MIT, within Nobel Laureate Robert Merton’s “Retirement Finance” class since 2014 and is a case study protagonist at Harvard Business School. Christina sits on the Board of Directors of The Financial Executives Alliance (FEA) Hedge Fund Group, the MIT Sloan Boston Alumni Association (MIT SBAA), Invest in Girls, the U.S. Non-Profit Boards Committee of 100 Women in Finance, and the Scholarship Committee of the Chartered Alternative Investment Analyst (CAIA) Association. Christina and her Co-Founders have been named to the Forbes 30 Under 30 and Boston Business Journal 40 Under 40 lists, and is the Women’s Wealth Forum 2018 Founder of the Year. She holds an S.B. in Management Science from MIT and is a CAIA Charterholder.
Managing Director, FX and Commodities
MD, Americas Global FX Division
Global Financial Markets Association (GFMA)
Victoria Cumings is the Americas representative of the Global Foreign Exchange Division (GFXD) of the Global Financial Markets Association (GFMA), based in the offices of the Securities Industry & Financial Markets Association (SIFMA) in New York. Since its establishment, the GFXD has grown to 25 members, between them representing around 80% of the FX inter-dealer market, and is represented in Europe, the Americas and Asia. The GFXD works with key regulators, Central Banks and other interested parties to monitor policy and regulatory developments that could affect the FX markets and seeks to ensure the establishment of harmonized regimes and infrastructure to enable a robust, well-functioning and effective FX market for all participants.
Head of Regulatory and Compliance Group
Daniel G. Viola is a Partner of Sadis & Goldberg LLP and 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 has been active in the Blockchain and Virtual Currency verticals since 2014. He is also the founder of the Crypto Asset Webinars and serves as an advisory board member to several ICOs. 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 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 and Goldberg’s law practice in late 2006.
Chief Market Intelligence Officer
Rady School of Management
David Mercer is the Chief Executive Officer of LMAX Exchange Group, a leading player in global financial markets. LMAX Exchange operates multiple institutional execution venues for trading FX and crypto currencies. David is a former City banking executive and currency specialist, with an extensive track record of building profitable, innovative, high growth businesses, ranging from start-ups to turn arounds of growth-stage companies. He joined LMAX Exchange as chief executive in 2011 and led the successful management buyout of the company in 2013. Since then, he has built LMAX Exchange into a global brand in financial markets and a leading operator of institutional FX exchanges. LMAX Exchange has been recognised as one of the UK’s fastest growing technology companies. Prior to joining LMAX Exchange Group, David was CEO at Cantos, Non-Executive Director at Velocity Trade and COO of the Emerging Markets business at Credit Suisse. He has also held senior executive roles at IFX Markets and Saxo Bank (Synthesis Bank) in London, Geneva and Sydney. David started his financial services career in the Banking and Regulatory division of Ernst & Young in 1989.
Capital Markets, Research Director
Brad J. Bailey is a Research Director with industry analyst firm Celent, based in the firm’s New York office. He is an expert in data infrastructure and market structure across asset classes and is a recognized thought leader in emerging front office technology, data/trading analytics and capital markets fintech. Brad’s research focuses on the evolution of market structure, trading, data analytics, and innovations in trading technology architecture and deployment. He has published research on FX, fixed income, cross-asset trading, trading analytics, market data, and cloud models for deploying trading and data analytic infrastructure. He has also recently worked on deep dive FX front office strategy and technology vendor selection.
CEO and Director
Tixall Global Advisors
Managing Director, Head of Americas eFX Distribution
Barclays Investment Bank
Holden Sibley is a Managing Director and Head of Americas Efx Distribution within the Macro division of Barclays Investment Bank. Based in New York, Holden is responsible for distribution, marketing, product development and client service for Barclays’ BARX FX electronic trading offering in the Americas region. Prior to assuming this position, Holden served as Head of European Ecommerce for Barclays Capital, based in London, and as Chief Operating Officer of Barclays Capital Ecommerce. Holden joined Barclays in February 2003 after completing an MBA program at INSEAD. Prior to this, Holden was a senior consultant in the Financial Services practice of Cap Gemini Ernst & Young in Atlanta. Holden graduated from Princeton University in 1996 with a degree in Economics and a certificate in Latin American studies.
Global Head of eFICC Product and Distribution
Mauricio Sada-Paz is Global Head of eFICC Product and Distribution at Barclays, based in London. He leads the execution of the eFICC strategy across Credit, Foreign Exchange and Rates. Mauricio joined Barclays in July 2018 with over 20 years markets experience. Prior to Barclays, he spent eight years at Bank of America Merrill Lynch where he was most recently Global Head of eFX Sales and Head of eFICC Sales for EMEA. Previously, he spent 12 years at Goldman Sachs, initially as a FICC Sales Trader before moving to FX Sales. Mauricio graduated from the School of Foreign Service at Georgetown University where he received a BS in International Economics.
Head of FX Trading Services
Portware, a FactSet Company
Global Head of eFX
Head of Multi Asset Analytics
Ruben Costa-Santos is the head of Multi Asset Class Analytics at ITG, a leading independent broker and financial technology provider, where he oversees Foreign Exchange and Fixed Income product across the Analytics 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.
Global Head of Electronic FX trading
Northern Trust Capital Markets
Ron is the global head of electronic FX trading at Northern Trust. Prior to joining Northern Trust, Ron was a director at Citi FX in New York on the FX Automated Trading desk, working on the creation and improvement of FX pricing and hedging models.In his earlier years, Ron honed his skills at Getco, Vortex Trading, as well as on the floor of the CBOT. He went on to become a founder and managing member of Holon Trading, a Chicago based electronic FX market maker, specializing in automated trading and liquidity provisioning. Ron has been involved in the electronic markets since 1999, and in the trading world since 1995. He has vast experience from both the buy and sell-side.
Head of FIC Quantitative Trading
Deputy Head of the Currencies team
BNP Paribas Asset Management
Momtchil is Deputy Head of the Currencies team at BNP Paribas Asset Management, where he focuses on generating alpha for portfolios as well as contributing to the investment process, both in the judgment and quantitative styles. Momtchil also contributes to the growth and development of our firm’s currency alpha strategy as a stand-alone product. He joined FFTW, a predecessor of BNP Paribas Asset Management, in 2013 and is based in New York. Prior to his current position, Momtchil was Senior Portfolio Manager for the Currencies team. Prior to joining us, he was a Director and Senior Portfolio Manager at Hathersage Capital Management, responsible for both investments as well as business development for foreign exchange portfolios. Prior to that, he was Head of Currencies for Hermes Fund Managers and Senior FX Portfolio Manager at Pictet Asset Management. He began his investment career at Invesco Asset Management, first as a Senior Economist and then as a Senior FX Portfolio Manager. Momtchil has 16 years of investment experience. He holds an MSc in Finance from Vienna University of Economics and Business Administration, and a PhD in Financial Econometrics from University of Basel. He is a CFA Charterholder. Momtchil has advised various asset management firms, including PIMCO and Goldman Sachs Asset Management, in the area of currency return analytics. He has published extensively in finance and investment journals, including the Journal of Portfolio Management and the Financial Analysts Journal. Most recently, Momtchil has co-edited the book The Role of Currency in Institutional Portfolios, published by Risk Books. He is a member of The Economic Club of New York and the Swiss Society for Financial Market Research. He recently served on the Editorial Board of the Financial Analysts Journal (2010-2016).
Global Head of Client FX Algo Execution
Head of FXall
Jill Sigelbaum is the Head of FXall at Refinitiv, formerly the Financial and Risk Division of Thomson Reuters. Jill has over 25 years of experience in the financial technology industry, innovating the foreign exchange and derivatives markets. As an executive across five start-up firms, Jill is an expert in leading sales growth, business development and product strategy. Prior to joining Refinitiv, Jill was the Head of Foreign Exchange at Traiana, a market leader in credit risk and post-trade processing. Jill is a trusted advisor to the Foreign Exchange community and is a member of the FXPA (Foreign Exchange Professional Association) and sits on the FX committee of the Central Bank of Canada. Jill is also a co-founder of the Women in FX group.
James Sinclair co-founded MarketFactory in 2008 and now serves as executive chairman where he focuses on strategic initiatives. James is also a member of the Foreign Exchange Committee (FXC) sponsored by the Federal Reserve Bank of New York. As a member of the BIS Markets Participants Group (MPG), James co-chaired the Examples Working Group that wrote the examples in the new FX Global Code of Conduct. Prior to founding MarketFactory, James was head of research and strategy for foreign exchange and fixed income at ICAP Electronic Broking. Prior to that, he held a number of positions at EBS since its inception in 1993, including head of Asia/Pacific, head of sales for the Americas, global head of product management and head of research and strategy. James also worked as vice president at Citibank based in Hong Kong and Tokyo for over 10 years. James earned a BS in engineering from Imperial College London. Outside of MarketFactory, James is treasurer of the Westminster School Foundation in the USA and, is a keen supporter of Yamba Malawi, a charity dedicated to alleviating poverty in Malawi. He is a keen cyclist, a certified US Coast Guard Captain (up to 50 ton vessels), and a skipper at the Manhattan Yacht Club.
Global head of GlobalLink Execution Services
David Newns is a Senior Managing director at State Street and global head of GlobalLink Execution services. In his role he is responsible for Currenex and FX Connect, GlobalLink’s core execution and trading platform businesses. Previously, Mr. Newns was Global Head of Currenex and SwapEx and prior to held the roles of Chief Operating Officer for State Street Global Exchange Trading & Clearing and State Street eExchange EMEA. He has more than 16 years of experience in the eFX industry, having joined Currenex in 2001 as a founding member of Currenex’s London operation. Prior to joining Currenex, David held several positions in technical services at MicroStrategy, a leading global provider of enterprise software platforms for business intelligence. David holds a Master of Arts in Theology and Religious Studies from Cambridge University, UK.
Managing Director and Founder
Javier Paz is an industry consultant and recognized researcher with FICC research experience at Credit Suisse First Boston, BankBoston, and Aite Group. Most recently, he founded and heads up FX research and advisory firm ForexDatasource.com. He has authored more than 50 institutional reports on electronic trading topics and regularly serves as judge for eFX industry awards.
Managing Director, Head US Rates
UBS Investment Bank
Head of Distribution and Liquidity Management, Americas
Ben is Head of Distribution and Liquidity Management for the Americas at XTX Markets – the leading global electronic liquidity provider. Prior to XTX he was in FX, Rates and Credit e-trading at UBS. XTX Markets is a leading quantitative-driven electronic liquidity provider partnering with counterparties, exchanges and e-trading venues globally to provide liquidity in the Equity, FX, Fixed Income and Commodity markets.
Head of Macro Sales and Trading Content, Knowledge Network Americas,
UBS Investment Bank
Head of EMEA Sales
Andy Mahoney has been working in the financial services industry for more than 10 years, with time spent at Goldman Sachs and trading systems provider, FlexTrade. Initially a strategy specialist, Andy helped grow the FlexTrade business in the EMEA region from a four-person outpost to a major enterprise with a team of more than 100, leading to his appointment as Head of Implementation. In 2010 he joined Goldman Sachs, where he led the REDIPlus product in Europe, and managed liquidity strategy and smart order routing across Goldman's wider electronic business. Mahoney's enthusiasm for trading technology saw him return to FlexTrade in 2012 and is now Head of Sales, driving the company's business strategy to regulation, cross asset trading and providing a fully open architecture, creating a new trading ecosystem that allows third-party technology to be seamlessly integrated.
Head of FX Product Americas
Ankeet Dedhia is the Head of FX Product, Americas at LCH. In this role he is responsible for leading all products, services and business development efforts within the Americas for LCH’s FX clearing service, ForexClear. Since joining LCH in 2012, Ankeet has been part of the product team for SwapClear, LCH’s interest rate clearing service, where he facilitated adoption of regulatory mandates and managed commercial demands from a diverse range of financial institutions. Prior to joining LCH, Ankeet was a management consultant for Ernst & Young, focused on strategy review and gap analysis related to OTC derivatives regulatory reform. Before this role, he worked at the CME on its futures and OTC risk management team, focused on cross-asset initiatives across FX, interest rates and credit derivatives. He holds a master’s in finance from the Illinois Institute of Technology’s Stuart School of Business and an undergraduate degree in computer engineering from the University of Mumbai.
General Manager at Fixnetix Ltd
Steve Williams leads the Fixnetix team as General Manager. With more than three decades of global experience in electronic trading, market microstructure and electronic trading strategies. He has traded all asset classes and led the architectural, functional and performance designs for trading systems including pricing, risk and trading models in these securities in the Asian, European and U.S. markets. Steve performed the role of general manager at BNP Securities and Chase Manhattan during his time in Japan, overseeing both firm’s Japanese business and headed all equities trading in Japan and across the region. While at Citigroup, he managed the systematic market making business and had overall responsibility for trading, technology, and quant efforts and strategies across all market making activities globally — and became global COO for Equity Electronics with responsibility over all electronic trading and execution for platform and strategy.
Global Head of FX Automated Client Execution (ACE)
Head of Algo iX Global Sales Strategy
Amish joined BNP Paribas in 2014 as a Director within the FXLM & Commodity Derivatives division of Global Markets and is currently based in New York. Amish manages sales and product development of BNP Paribas’ award-winning Cortex iX algorithmic execution business for the Americas. In late 2017, Amish expanded his responsibilities to become Head of Algo iX Global Sales Strategy, tasked with driving growth and expansion globally across BNP’s corporate & institutional client franchises. Prior to joining BNP, Amish started his career at Deutsche Bank and also spent four years working at Citigroup. Collectively, he has over 13 years of experience in Fixed Income with a specialty in electronic trading and digital platforms.
Head of FX Prime Brokerage
Peter joined Saxo in 2014 and is responsible for Saxo’ FX PB services. Peter has 26 years’ experience in financial services. Prior to Saxo, Peter was Global Head of FX Prime Brokerage at Rabobank in London, a business he set up in 2005, was responsible for the bank’s FXPB desks in London, New York and Hong Kong. Rabobank’s FXPB business grew to one of the largest in the market and had a wide spread of institutional clients including global banks, private banks, hedge funds, proptrading firms and broker agency desks. Peter also held a number of trading roles at Societe Generale, Daiwa Securities and Man Group. Peter holds an ACI Diploma.
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