Jim Cochrane is Head of Institutional Sales for the Americas at 360T. Prior to this role he was a Managing Director in the ITG Analytical Products and Research group, focusing on FX TCA. Throughout his career he has advised senior decision-makers regarding currency risks in the 5.3-trillion dollar FX market and military commanders regarding country risks.
Jim initially collected data and disseminated intelligence in the U.S. Navy. After graduating from the U.S. Naval Academy, Jim reported to flight school and was assigned to fly intelligence missions, qualifying as a mission commander of the Aries EP-3E. Following his naval career Jim earned an MBA in international finance from Columbia University and joined Merrill Lynch as an emerging markets local currency analyst. While in this role he designed and constructed Merrill Lynch’s first emerging markets foreign exchange and interest rate data base. Prior to joining ITG in December of 2011, Mr. Cochrane worked at Thompson Reuters as a senior foreign exchange analyst and prior to that, spent 10 years covering institutional investors in foreign exchange sales at several firms including Standard Chartered Bank, RBS Greenwich Capital, Deutsche Bank, and Citibank. His clients included central banks, sovereign wealth funds, pension funds and some of the world's largest asset managers.
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.
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.
Mr. Harris joined Campbell & Company in July 2000 and was appointed President in October 2012. Mr. Harris formerly held the positions of Deputy Manager of Trading in 2004, Director of Trading in 2006, and was appointed to the firm’s Investment Committee in March 2010. Mr. Harris was also elected to the Board of Directors in 2012 and has been a member of the firm's Executive Committee since 2006. He previously worked as a futures and options broker for Refco Inc. (NY) from 1999 to 2000 and within the Sales and Product Development groups at Morgan Stanley Managed Futures from 1997 to 1999. Mr. Harris earned a B.A. with honors in Economics from Gettysburg College. He is a regular contributor on a number of financial networks including CNBC, Bloomberg and Fox Business and has been featured in numerous industry publications. Since October 2013, Mr. Harris has served on the Board of Directors of the Managed Funds Association, the leading advocate for sound business practices in the alternative investment industry, and currently serves as Vice Chairman.
Andrew Maack, CFA, is responsible for all FX trading activities at the 3rd largest money manager in the US, Vanguard, where he supports equity and fixed income portfolios globally. In this role, Andrew ensures a robust TCA system is in place to effectively measure and prove best execution on their FX trading desk. Andrew will be sharing this experience to help you take your TCA to the next level to consistently achieve best execution.
Paul Shahied, CMT, has worked on Wall Street for 18 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.
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
Collin is a Senior Managing Director and Head of Currency Management globally for State Street Global Advisors. His responsibilities include the management and development of active, dynamic and passive currency strategies for SSgA's clients. Collin is also the Head of Research for the Fixed Income, Cash and Currency (FICC) Group as well as the Chairman of SSgA's Technical Committee, which reviews all quantitative research at the firm.Collin joined SSgA in 2006 from Citigroup, where he served as Global Head of the Quantitative Investor Solutions Group in the Foreign Exchange division. Prior to Citigroup, he was a Currency Analyst and Head of Quantitative Currency Research for Putnam Investments. Collin was also a Research Officer for Barclays Global Investors and has worked in the investment industry since 1996.
Viewed as an industry pioneer, Michael oversees a global trading team operating 24 hours per day responsible for the execution of long and short trades in over seventy-five markets. They also gathering intelligence on new instruments including hard currency and local currency debt. Having successfully steered Eaton Vance’s FX trading desk trough choppy waters in 2015, Michael will be outlining what trends he sees driving FX markets forward and how you can successfully capitalize on these in 2016.
Rick oversees fixed income and currency products developed through Wisdomtree’s collaborations with Mellon Capital Management and Western Asset Management. Rick has over 21 years investment experience in strategy and portfolio management positions at prominent investment firms. As an expert strategist across both FX and Fixed Income markets, Rick has been keeping a close eye on interest rate levels to prepare his portfolio of the inevitable rate rise.
Eric Busay, CFA, serves as a Senior Investment Officer of Mountain Pacific Group. He was a Portfolio Manager at the California Public Employees’ Retirement System (CalPERS), North America’s largest pension system, managing the Currency, Commodities, and the non USD Fixed Income programs. Prior to CalPERS, he was a proprietary currency and fixed income trader at Koch Industries and held trading, sales and management positions at the Toronto Dominion Bank. He was a board member for the Federal Reserve Bank of New York FX Committee, the CFA Institute’s FAS Board of Regents and a founding board member, Secretary and Chairman of the Foreign Exchange Professional Association (FXPA).He holds BA in Economics (Hon) from The University of British Columbia and D.E.C. from McGill University.
Glenn Graham, founded Golden Point Capital Management in 2012, a registered CPO and CTA, that takes a purely mathematical and systematic approach to trading in global commodity markets. Before founding Golden Point, Glenn managed the high frequency energy trading desk at Blue Fire Capital. Prior to that Glenn began his trading career at Allston Trading, LLC where he focused on commodity markets managing their energy group..
Ulf oversees AG Bisset’s currency overlay and currency alpha programs. These programs are applied to manage currency risk for institutional clients in North America and Europe. A.G. Bisset’s research, which Ulf oversees, has recently looked at the strength of the dollar over the past year to project what the future holds for this currency against others.. The recent research also delves into what this means for US interest rates in terms of when and how they will rise,, and what this will mean for investors globally. Ulf will be sharing his expertise and research during day 1 of TradeTech FX USA when speaking on his panel on US interest rate rises.
In his role, Alessio acts as a senior strategist for the Global Multi-Asset Group at OppenheimerFunds. In this role, he leads the group’s macro research on business cycle dynamics and global macro regimes, assessing their impact on asset class risks and returns. In addition, Alessio oversees and manages active currency strategies in GMAG’s funds. Alessio will provide his expert analysis on the latest USD trends, challenging the ‘norm’ view of this currency as a safe haven.
Peter is the Chief Executive Officer and co-founder of Lucera. He formerly held senior technology and trading roles at First Derivatives and Cantor Fitzgerald as Director of Technology for HFT. During his career he has architected and built many large scale trading and analysis platforms and continues to be actively involved in system architecture and implementation.
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.
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.
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.
Aysu Secmen is a portfolio manager at Koch Supply & Trading, in charge of managing the currency portfolio, where she is blending systematic trading with discretionary decision making. Prior to joining Koch, Aysu spent 9 years at Citi, first as the global head of the Quantitative Investor Solutions team in Foreign Exchange, then as the North America Head of the Citi Investment Strategies team in the Multi Asset Group. Her focus at Citi FX was the design and implementation of rule-based strategies in the FX space for alpha generation and she also oversaw the creation of passive and active currency hedging solutions and quantitative macro indicators. Prior to Citi, she was a member of quantitative research team at Cooper-Neff Advisors, and preceding that, she worked at Koch Capital Markets in Houston where she led the quantitative currency team. Aysu holds a BS in Mathematics from Bogazici University and a PhD in Mathematics from Texas A&M University.
Michael Melvin joined the Rady School in 2016 to teach and coordinate the new Master of Finance program. Prior to his return to academia, he spent many years at BlackRock and Barclays Global Investors (BGI). At BlackRock and BGI, he led research-oriented currency and fixed income investment teams. Most recently he was a Managing Director in the Multi-Asset Strategies Executive Group where he was Senior Research Advisor, working with investment teams around the globe. Prior to that he was Head of Fixed Income and Currency Research in a global macro hedge fund. He joined BGI as Head of Currency Research and was in charge of currency hedge funds. Until joining UCSD, he also taught a class on modeling currency markets in the Master of Financial Engineering program at U.C. Berkeley. Prior to joining BGI in 2005, he was Professor of Economics and Dean's Council Distinguished Scholar at Arizona State University. He was a Fulbright Scholar in Germany and a visiting scholar at the Federal Reserve Board, the Bank for International Settlements, and the International Monetary Fund. He has been a visiting professor at the Kellogg School, Northwestern University; Anderson School, UCLA; University of Frankfurt; and University of Munich.
Kevin McPartland heads up the Market Structure and Technology practice at Greenwich Associates. He has 15 years of capital markets industry experience with deep regulatory and technology expertise in fixed income, FX, and equity markets. Kevin has presented at a wide range of industry conferences and is quoted regularly in financial media including The Economist, Wall Street Journal, NY Times, Financial Times, and numerous other industry publications. He has also provided live and taped commentary for CNBC, National Public Radio, Bloomberg TV and Reuters TV.
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.
Mr. Tai 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, Mr. Tai 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, including serving as the keynote speaker at the inaugural FX Invest Conference in 2007.
Mr. Tai holds a B.A. in Economics from the University of Pennsylvania and an M.B.A. in Finance from Cornell University. He is fluent in both English and Mandarin Chinese, and is conversant in Cantonese. He has been actively involved in coaching youth soccer over the past 10 years and is a strong advocate for K-to-12 education excellence in America's public schools.
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.
Stephen M. Humenik leads Covington’s futures and derivatives practice. He has extensive experience on cross-border regulatory, compliance and enforcement matters involving the U.S. Commodity Futures Trading Commission (CFTC) and markets for derivatives and physical and financial commodities. Mr. Humenik applies his business, operational, and government experience to the implementation of CFTC regulations, including the registration, trading, clearing and other compliance obligations of the Dodd-Frank Act and other global regulatory reforms.
Prior to joining Covington, Mr. Humenik was general counsel and chief regulatory officer of an interest rate swap derivatives market, where he oversaw the legal and regulatory affairs of the exchange, including the exchange’s designation as a contract market, and ongoing compliance with CFTC regulations, and the exchange’s connectivity to its clearing house. Mr. Humenik received his J.D. from Catholic University of America, Columbus School of Law in 1999 and his B.A. from Pennsylvania State University in 1996.
Victoria Cumings is with the Global Foreign Exchange Division of the Global Financial Markets Association (GFMA), an industry trade association, where she is responsible for regulatory issues in the Americas impacting the foreign exchange market as well as global projects in areas including margin, capital and clearing.
Victoria was previously with CLS Bank International, where she served as Head of the New York Legal department and has also in the past held positions as Senior Legal Counsel at HSBC Securities USA, as Associate at law firm Davis Polk & Wardwell, and as a solicitor at the Australian law firm McCullough Robertson.
Dr. Steven Englander is Managing Director and Global Head of G10 Strategy at Citi. He returned to Citi in April of 2010. The Citi FX Strategy team has been named the #1 FX Strategy team by FX Week and Euromoney. Steve publishes frequently in CitiFX Strategy publications and is a frequent consultant to Citi's internal and external clients on how macroeconomic policy, regulation and asset markets affect FX markets. His expertise is on reserves management, earnings repatriation, capital flows, and global imbalances. He has written extensively on Bitcoin and digital currencies. Prior to rejoining Citi, Mr. Englander was Chief Foreign Exchange Strategist for the Americas at Barclays Capital. Previously he spent eight years with Citibank/Salomon Smith Barney where he was Global Currency Economist based in London. Citi was ranked #1 in currency economics and long-term strategy every year that he occupied that position. Before moving to the private sector, he worked at the Federal Reserve Bank of New York, where he was Senior Research Officer and Head of the Domestic Research Department, and the OECD. He received his B.A. from McGill University and Ph.D from Yale University.
Marc Chandler has 30 years of experience in the FX market, starting his current role at BBH in 2005 as Global Head Of Currency Strategy. His current research projects include global imbalance and the relationship between savings, investment and growth. Marc is often called upon to provide macro-economic expertise on CNBC and Bloomberg amongst other media.
Throughout Paul’s career, which includes roles at the Bank of England, and International Monetary Fund, his interests include monetary policy and its interrelationship with markets and the economy. This has also been a key focus in his current role at BNP Paribas. During his keynote presentation,Paul will provide an analysis on the key macro-economic opportunities you should focus on in 2017 and beyond.
Petra Wikström, Global Head of FX Execution & Alpha Solutions, joined BNP Paribas in 2014. She is part of developing the bank’s pre- and post-trade transaction cost analysis and quantitative investment analysis directed to institutional investors globally. Specifically the team delivers bespoke analysis on topics such as currency benchmarks, hedge ratios and minimizing tracking errorsand assisting clients who wish to implement a more quantitative currency investment process.
Petra has over 16 years of experience in the financial industry, and held both regional and global roles providing FX and cross-asset quantitative investment solutions to institutional and corporate investors for 7 years at Royal Bank of Scotland and RBS Greenwich Capital, and most recently at Morgan Stanley. She also earlier worked at BNP Paribas, London, in the early years of 2000.
Petra holds a PhD in Turbulence, Fluid Dynamics, from the Royal Institute of Technology in Stockholm, Sweden.
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.
Michael Cahill is the head of FX relationship management at KCG where he is responsible for leading the firm’s efforts in expanding its FX client footprint. He is a part of KCG’s leading principal FX market making team with a solid track record of delivering deep liquidity and best in class market intelligence with unmatched performance to transaction focused institutions.
Michael has nearly a decade of expertise in the industry and specializes in all aspects of managing principal liquidity, working closely with FX retail intermediaries as well as other electronic traders. Michael joined KCG in September 2014 from Nomura Securities where was the head of FX Electronic Distribution for the Americas. In his role, he managed and grew the eFX client franchise and worked with key stakeholders to develop its business strategy. Prior to Nomura Securities, Michael spent seven years at Morgan Stanley, most recently serving as Vice President in foreign exchange sales.
Michael holds a Bachelor of Science in Entrepreneurship and Emerging Enterprises from Syracuse University
Christopher Matsko is the Head of FX Trading Services at Portware, a multi-asset EMS specializing in trade automation and execution. He is responsible for overseeing all facets of the firm’s global FX business, which includes guiding Portware FX clients through an increasingly complex regulatory environment that demands real-time analytics, transaction cost analysis (TCA), and custom trading capabilities. Christopher’s experience providing workflow solutions to the asset management community via multi-dealer E-FX platforms gives him an unparalleled perspective on the various execution methods employed over the past decade of market evolution. Prior to joining Portware Christopher held senior roles in management and sales at 360T and FXall, where his main focus was on growing both firms’ presence within the real money trading community.
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.
Susan Gammage is the Head of FX Transaction Sales, Americas for the Thomson Reuters Financial and Risk division. She has over 20 years of experience in the foreign exchange markets and joined FX all from Citibank in 2011 where she had been the Global Head of E Commerce. Susan started her career at Thomson Reuters where she held a variety of sales, account management and strategy roles all focused on the business offoreign exchange. During her tenure, she played a key leadership role in the launch of Matching and Dealing 3000. She isa former member of the Canadian Foreign Exchange Committee and the Foreign Exchange Committee of the Federal Reserve Bank and currently sits on the ACI Americas Board. She is a graduate o of Mount Holyoke College.
Lee Ferridge is a managing director and the North American head of Multi-Asset Strategy for State Street Global Markets. Mr. Ferridge and his team formulate foreign exchange, fixed income and equity market views for State Street’s range of clients using unique proprietary flow indicators. Originally from the UK, he is now based permanently in Boston. Before joining State Street in February 2008, Mr. Ferridge was global head of treasury research at Rabobank in London. In addition to more than 15 years of experience as a macro strategist, he has also worked as a proprietary trader. Mr. Ferridge has a Bachelor of Science degree in economics and business economics and in 2008 completed a master’s degree in quantitative finance. He is a frequent commentator in the financial press — both written and TV — and has written articles for numerous industry publications.
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.
Tod Van Name is global head of FX and commodity electronic trading at Bloomberg. Based in New York, he oversees business strategy and product development for Bloomberg's Foreign Exchange trading platform FXGO on the Bloomberg Professional service, the world's most trusted source for real-time and historical financial data, news, research and analytics.
Mr. Van Name and his team were instrumental in creating the desktop FX product, including the development of FXGO, which allows clients to perform pre-trade and post-trade analytics, trade a wide variety of FX instruments, and manage their FX 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 team of application specialists in the Americas who provide market expertise and Bloomberg analytical solutions to internal and external clients. Prior to joining Bloomberg in 2006, he traded currencies and options for over 19 years at several major banks, and served as senior vice president and manager of foreign exchange trading at Fuji Bank, where he oversaw the spot, forward and option trading desks. He has a BA in Economics from the University of California and an MBA from Thunderbird School of Global Management. He had been quoted widely in media including e-forex, Euromoney, Financial Times, FX Week, and Profit & Loss.
Mayra is a highly motivated business professional, who has 25 years of financial regulatory, FX, and energy markets experience. She has held roles at the Federal Reserve Bank of New York and JP Morgan, and is now drawing on this experience as a consultant and trainer to offer investment professionals across the globe e full clarity on Dodd Frank and global regulatory compliance.
Franz Schmidpeter is a Managing Director of Cürex Group. Franz’s focus at Cürex is on data services and business development. He has over 20 years of FX market experience with a concentration on all aspects of trading, as well as product development and client relations. Franz previously held a senior position at the European bank, HVB, was Country Manager for GMAC-RFC in Germany and was a founding partner of BuysideFX. He joined Cürex in 2014.
Kevin Kimmel manages the FX business at Citadel Securities. Prior to this role he led the firm’s Equities client algo business. Before joining Citadel Securities, Kevin worked on cross asset strategy at J.P. Morgan with a focus on building out the firm’s electronic trading capabilities. In this position he worked with the firm’s leaders to invest in technology, further build quantitative capabilities, grow electronic market share, and operated the global cross asset Electronic Trading Committee. Previously, he worked at Intercontinental Exchange, Tradeweb and Lehman Brothers. He has a bachelor’s degree from Washington and Lee University and a Masters of Business Administration from Columbia Business School.
Darren has led sales and operations in the financial services markets for over a decade. He co-founded MarketFactory with a vision of providing clean, fast code to the FX market, following his role as Head of New Business Sales Americas for EBS / ICAP. Prior to joining EBS, he was a Sales Executive for IBM Wall Street accounts. His BA in English and Political Science from Duke University helps him bring a more philosophical bent to the world of FX microstructure and technology.
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.
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.
Mr. Ma is a Portfolio Manager at the Virginia Retirement System (VRS). His responsibilities include portfolio management, quantitative research, and risk modeling. Specifically, he manages an Emerging Markets equity strategy and leads the Currency Management Team. Chung joined the VRS in 2013 after serving as a Portfolio Manager at AllianceBernstein, where he managed G10 and emerging market FX strategies for both equity overlay and stand-alone mandates. Prior to that, he was a senior quantitative analyst in the Global Value Equity unit at AllianceBernstein. Before AllianceBernstein, he was a management consultant at Accenture, managing projects in the financial services industry. He holds a B.A. in Economics from Wesleyan University and an M.A. in Economics from Hunter College. He is a CFA charter holder.
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 ACM, 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
Mr. Lee is responsible for emerging markets currency strategy and trading. Prior to joining TCW, Mr. Lee was a Director at Standard Chartered Bank in New York, where he oversaw Asian foreign exchange trading. Before Standard Chartered, he was Head of Local Markets Trading in Asia for Commerzbank. Jae started his career at Bank of America Merrill Lynch where he held FX and Rates trading positions in New York, Hong Kong and Singapore. Mr. Lee is a graduate of Georgetown University, where he received a bachelor’s degree in finance, as well as a master’s degree in international relations.
Edward Boyle is Vice President and Portfolio Manager for American Century Investments®, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company's New York office.
Mr. Boyle is a member of the Rates and Currency Markets team within the firm's Fixed Income group. He also serves as a portfolio manager on the International Fixed Income strategy. Before joining American Century Investments in 2013, Mr. Boyle was a portfolio manager at FX Concepts, where he managed a portfolio of currencies and futures. Previously, he was a member of the Global Macro Trading and Research team at Brevan Howard. Prior to that, he was a quantitative researcher and trader for Escher Capital, a privately held investment firm located in Westport, Connecticut. Before entering the investment industry, Mr. Boyle was a founder and managing partner of Magnum Design and was also a Captain in the U.S. Army.
Mr. Boyle holds a bachelor's degree in engineering from the United States Military Academy, an MSBA in international business from Boston University and a master's degree in automation systems from Stanford University.
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.
Jason Leinwand is the founder and CEO of FirstLine FX, a foreign currency advisory firm. His firm works closely with clients to quantify and mitigate their foreign currency risk. He has nearly 30 years of experience as a trader and global markets strategist in the currency markets. FirstLine FX was founded with the express purpose of providing independent strategic advice on the foreign exchange markets. Prior to founding FirstLine, Jason held various senior positons in the FX markets including 9 years as head of FX for MetLife
As Head Trader of AlphaSimplex, Mr. List leads the firm’s trading desk. He has over 25 years of industry experience, with more than 20 years of experience trading for hedge funds, having worked across all time zones trading the full range of financial instruments.
Mr. List joined AlphaSimplex in 2009. Previously, he was the Senior Trader responsible for the Asia Desk at Caxton Associates, a multi-billion dollar Global Macro manager. Before this he was a trader on Caxton’s London Desk. Prior to Caxton, Mr. List worked as a Senior Trader and Shift Manager for Campbell & Company, a multi-billion dollar CTA. In this role, he collaborated with research to minimize costs and slippage and to increase capacity. He also spent several years working at Tudor Investment Corporation working closely with the Chairman of the Company on fixed-income trading strategies.
Mr. List earned a B.S. in Finance from the University of Maryland.
John N. Bird, Tixall Chief Operating Officer, has more than twenty years of experience in quantitative research, trading, client advisory and portfolio management, having held positions on both the sell and buy sides of the finance and investment industry.
John was a Managing Director at BofA/Merrill Lynch where he headed the Portfolio and Risk Strategy group with activities spanning quantitative markets research, asset management and corporate treasury advisory, portfolio management, and systematic FX trading. Other positions include Partner and Research Director at Atlas Capital Advisors, where he managed equity and currency portfolios; Director and Chief Dealer at CIBC/Wood Gundy, where he led the interest rate swaps and derivative trading groups; First Manhattan Group where he consulted on risk management; and Vice President at First Interstate Bank, where he managed FI and FX derivative trading groups.
John has published numerous papers and has spoken on and moderated panels at many industry conferences.
John holds an MBA in Finance from the University of Southern California and a Bachelors degree in Management Science from the University of California at San Diego.
Michael DuCharme is Head of Currency Strategy for Russell Investments Implementation Services, LLC, responsible for developing implementation strategies to reduce currency transaction costs, minimize operational risk, and ease workloads for Russell Investments’ currency clients.
Michael wrote “First Steps in Foreign Exchange Transaction Cost Analysis” published in the Spring 2007 edition of The Journal of Performance Measurement.
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.
Danielle is the Director of Institutional Sales for Pragma, responsible for the global sales initiative for Pragma’s multi-asset, independent quantitative trading technology solutions. Prior to joining Pragma in 2013 she was a Director within the Advanced Execution Services division at Credit Suisse and responsible for sales in the Americas for the AES FX platform. Prior to joining CS in 2007, Danielle was Vice President of Sales within the Electronic Trading Services division at Banc of America Securities. Danielle will be participating in the Panel Discussion ‘Adopting Next Generation Best Execution Practices: What Crucial Pre Trade Insights Can Help You To Make More Informed Trading Decisions, And How Can You Exploit Next Generation Algos To Sharpen Your Trading Edge?’ on the 14th September.
David Puth 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, Mr. Puth 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. Mr. Puth’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 JPMorgan Chase’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, Mr. Puth 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. Mr. Puth 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 Financial Research Advisory Committee.
Alison Romano currently serves as Senior Investment Officer, Global Equity at the Florida State Board of Administration (SBA). In that role she is responsible for directing the investment of over $80 billion in active and passive strategies across all regions of the globe. She leads the asset class team in the management of internal funds and selection of external equity and currency strategies. Previously, she was a Senior Portfolio Manager, a role in which she provided broad oversight of active managers and identified new investment strategies within Global Equity. Prior to joining the SBA, Ms. Romano held various positions at Goldman, Sachs & Co., last as Vice President in Investment Banking. In this role she advised healthcare companies on mergers and acquisitions, financings and strategic alternatives. Ms. Romano graduated summa cum laude with a BSE in Bioengineering from the University of Pennsylvania and a BSEcon from The Wharton School.
Pete Eggleston was previously at Morgan Stanley, joining in August 2010 to set up the Quantitative Solutions & Innovations (QSI) team within the Fixed Income Division, a client-facing quantitative group that sought to add value to client investment processes through the delivery of TCA and execution analytics, algorithmic products and bespoke projects. Prior to joining Morgan Stanley, Pete has held a number of roles within the financial sector, commencing his career at NatWest Markets in 1992, and subsequently ABN AMRO and RBS. Pete holds a BSc in Chemistry from London University, as well as an MSc in biodiversity conservation, also from London University.
Steve Reich is Head of FX and Commodity Liquidity Solutions at GTS. He is responsible for expanding the GTS trading operations and expertise into the FX, metals and energy markets. Before joining GTS in 2013, Mr. Reich ran FX Clearing for CME Group. Prior to that, 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, he was Co-Founder and Chief Operating Officer of Hotspot FX. Mr. Reich is a graduate of Cornell University.
Senior financial services executive with broad experience in electronic foreign exchange. Exceptional track-record for establishing relationships in real-money institutional accounts in the U.S., Canada, Bermuda, and Latin America. From September 2011 until October of 2015 Mr. Heredia was a founding partner of Molten Markets, when the firm was sold to ICAP’s EBS. Before that he spent two years running FICC e-Commerce Sales for the Americas at UBS, responsible for the deployment of its liquidity across 123 different platforms. In early 2009, Mr. Heredia established Boston Global Associates, a foreign exchange consultancy firm aimed at Latin American institutional investors. Prior to 2009, Mr. Heredia spent time at State Street Global Market’s FX Connect, Bankers Trust, Putnam Investments and Harvard Management Co.
Vikas Srivastava joined Integral in October 2010. Prior to joining Integral, spent ten years at Citigroup in New York in numerous senior management positions, leaving as its global head of e-commerce for the fixed income division. In this role, he was responsible for building and distributing electronic execution products and services across all fixed income and foreign exchange businesses, and managed Citigroup investments in multi-dealer platforms. Prior to working at Citi, Vikas was the head of currency trading and risk management at Barclays Global Investors (now BlackRock) in San Francisco. Vikas holds a MBA from Tulane University, Louisiana, and a MS from the Southern Illinois University, Illinois.
Zoran Mavrinac is a Senior Managing Director of Cürex Group with responsibility for Cürex’s FX ECN as well as financial product design and support. Zoran has over 30 years of experience in the FX market and has served as Chief Dealer at Republic National Bank, Credit Suisse and Westdeutsche Landesbank before heading liquidity management, prime services and operations at Hotspot, beginning at its founding in 2000. He joined the Cürex senior management team in 2011.
Bradley Krom joined WisdomTree as a member of the Fixed Income and Currency team in December 2010. He is involved in creating and communicating WisdomTree’s thoughts on currency and fixed income markets, as well as analyzing existing and new fund strategies. Prior to joining WisdomTree, Bradley served as a senior trader on a proprietary trading desk at TransMarket Group. Bradley is a graduate of the Wharton School, University of Pennsylvania.
Joe Hoffman is the Director, Global Head of Currency for Russell Investments Implementation Services, LLC, responsible for managing Russell Investments’ currency management business. Joe’s team develops strategies for reducing currency transaction costs and managing portfolio currency risk to meet the foreign exchange needs of external clients and Russell Investments’ internal businesses.
Venkat Krishnan is Director at KPMG Management consulting advisory practice focused on buy-side Front & Middle Office transformation. Venkat advises large asset managers and hedge funds in various aspects of transformation – from vendor & service provider selection to implementation & change management. He has 12+ years of experience in successfully leading and delivery large scale transformations in the areas of clearing, collateral and front office risk & trading systems.