TradeTech FX USA 2017

February 13-February 15, 2017

Contact Us: 44 (0) 207 367 9576

James Cochrane
James Cochrane
Head of Institutional Investor Sales, Americas
360T

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
Grant Taylor
Managing Director, Global Head
Discretionary FX Trading

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 Oomen
Roel Oomen
Global co-Head of Electronic FX Spot Trading
Deutsche Bank
Mike S. Harris
Mike S. Harris
President
Campbell and Company
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 and Japanese Studies from Gettysburg College and also studied abroad at Kansai Gaidai University in Osaka, Japan. 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. Mr. Harris also became a member of the Board of Directors of the Foreign Exchange Professionals Association in February 2015.
Andrew Maack
Andrew Maack
Head of FX Trading
Vanguard
Paul Shahied
Paul Shahied
Senior Foreign Exchange Trader
Fidelity Investments
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
Collin Crownover
Collin Crownover
Senior Managing Director, Head of Currency Management
State Street Global Advisors
Michael O’Brien
Michael O’Brien
Head of Trading
Eaton Vance
Rick Harper
Rick Harper
Head of Fixed Income and Currency
Wisdomtree Asset Management
Eric Busay
Eric Busay
Senior Investment Officer
Mountain Pacific Group
Glenn Graham
Glenn Graham
President and CIO
Goldenpoint Capital Management
Ulf Lindahl
Ulf Lindahl
CEO
A.G. Bisset Associates
Alessio de Longis
Alessio de Longis
VP, Portfolio Manager and Macro Strategist
Oppenheimer Funds
Peter Durkan
Peter Durkan
CEO
Lucera

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 Burke
Philippe Burke
Portfolio Manager
Apache Capital Management
Paul Aston
Paul Aston
CEO
Tixall Global Advisors
Robert Savage
Robert Savage
CEO
CC Track Solutions
Aysu Secmen
Aysu Secmen
Portfolio Manager
Koch Supply and Trading
Michael Melvin
Michael Melvin
Professor
Rady School of Management
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.
Mr Kevin McPartland
Mr Kevin McPartland
Head of Market Structure Research
Greenwich Associates
Mr Howard Tai
Mr Howard Tai
Senior Analyst
Aite Group
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.

Stephen Humanick
Stephen Humanick
Of Counsel
Covington and Burling

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
Victoria Cumings
Managing Director
SIFMA
Steven Englander
Steven Englander
Managing Director
Citibank

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
Marc Chandler
Head of FX Strategy
Brown Brothers Harriman
Paul Mortimer- Lee
Paul Mortimer- Lee
Global Head of FX Execution and Alpha Solutions
BNP Paribas
Petra Wilkstrom
Petra Wilkstrom
Global Head of FX Execution and Alpha Solutions
BNP Paribas
Asif Rasaq
Asif Rasaq
Global Head of FX Algo Executions
BNP Paribas
Michael Cahill
Michael Cahill
FX Market Trading
KCG
Christopher Matsko
Christopher Matsko
CEO
Portware
Ruben Costa-Santos
Ruben Costa-Santos
Managing Director
ITG
Susan Gammage
Susan Gammage
Head of FX Transaction Sales, Americas
Thomson Reuters

Susan Gammage is the Head of FX Transaction Sales, Americasfor the Thomson Reuters Financial and Risk division.  She has over 20 years of experience in theforeign exchange markets and joined FXall from Citibank in 2011 where she hadbeen the Global Head of E Commerce. Susan started her career at Thomson Reuters where she held a variety ofsales, account management and strategy roles all focused on the business offoreign exchange.  During her tenure, sheplayed a key leadership role in the launch of Matching and Dealing 3000. She isa former member of the Canadian Foreign Exchange Committee and the ForeignExchange Committee of the Federal Reserve Bank and currently sits on the ACIAmericas Board.  She is a graduate ofMount Holyoke College. 

Lee Ferridge
Lee Ferridge
Head of Macro Strategy North America
State Street Global Markets
David Mercer
David Mercer
Chef Executive
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 has transformed LMAX Exchange into one of the UK’s fastest growing technology companies (2015 Winner - Deloitte UK Technology Fast 50, Tech Track 100 Sunday Times: 2015, 2014, 2013). Leading the industry transformation to transparent and precise execution, LMAX Exchange delivers neutral, level playing field for all market participants, regardless of status, size or activity levels.



The LMAX Exchange OPEN order book is driven by streaming, no ‘last look’ limit orders supplied by institutional liquidity providers. Servicing brokers, funds, asset managers and banks, LMAX Exchange offers a range of key products, including spot FX, precious metals, commodities and equity indices, with complete pre and post-trade transparency and order execution where no ‘last look’ is standard.

Tod Van Name
Tod Van Name
Global Head of FX Electronic Execution
Bloomberg LP

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.

Ms Mayra Rodriguez Valladares
Ms Mayra Rodriguez Valladares
Managing Principal
MRV Associates
Franz Schmidpeter
Franz Schmidpeter
Managing Director
Cürex Group

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.

Kevin Kimmel
Kevin Kimmel
EVP
Virtu Financial
Darren Jer
Darren Jer
CEO
Market Factory
Alex Sedgwick
Alex Sedgwick
Vice President
T. Rowe Price
Paresh Upadhyaya
Paresh Upadhyaya
Director of Currency Strategy
Pioneer Investments
Chung Ma
Chung Ma
Portfolio Manager
Virginia Retirement System
Isaac Lieberman
Isaac Lieberman
President and CEO
Aston Capital Management
Jae Lee
Jae Lee
SVP, Emerging Markets Currency Strategist
TCW
Ed Boyle
Ed Boyle
Global Macro Portfolio Manager
American Century Investments
Manuel Garcia
Manuel Garcia
Managing Director
OceanQuant Group
Jason Leinwand
Jason Leinwand
Former Currency Strategist
MetLife
Steven List
Steven List
Head Trader
Alpha Simplex
John Bird
John Bird
Chief Operating Officer
Tixall Global Advisors
Michael DuCharme
Michael DuCharme
Head of Currency Strategy
Russell Investments
Paul Richards
Paul Richards
President
Medley Global Advisors
Danielle Caravetta
Danielle Caravetta
Director of Institutional Sales
Pragma
David Puth
David Puth
Chief Executive Officer
CLS Bank International
Alison Romano
Alison Romano
Senior Investment Officer
State Board of Administration for Florida
Pete Eggleston
Pete Eggleston
CEO
BestX
Steve Reich
Steve Reich
Head of FX and Commodity Liquidity Solutions
GTS

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.

Francisco J Heredia
Francisco J Heredia
.
Independent Expert
Vikas Srivastava
Vikas Srivastava
Chief Executive Officer
Integral Development Corp
Zoran Mavrinac
Zoran Mavrinac
Senior MD
Curex Group
Bradley Krom
Bradley Krom
Fixed Income Strategist
Wisdomtree Asset Management
Joseph Hoffman
Joseph Hoffman
CFA, Director, Global Head of Currency
Russell Investments
Venkat Krishnan
Venkat Krishnan
CFA, Director
KPMG
Griffin Frank
Griffin Frank
Vice President, FX Trading
T. Rowe Price
Michael Ho
Michael Ho
Chief Investment Officer
State Street Global Advisors
John Espinosa
John Espinosa
Head of Global Sovereign and Emerging Markets Research
TIAA CREF
Oscar Salem
Oscar Salem
Managing Partner, Investor Relations
Cold Spring Asset Management
Vadim Iaralov
Vadim Iaralov
Global Research, G10 FX
Bank of America Merrill Lynch
Brent Michaels
Brent Michaels
Vice President, Currency Management
State Street Global Markets Currency Management
Brad Bailey
Brad Bailey
Research Director
Celent
Michael Koegler
Michael Koegler
Principal
ViableMKTS
David Wright
David Wright
Managing Director, Global Head of FX Electronic Distribution
Morgan Stanley
Pamela Gachara
Pamela Gachara
Manager, Markets Team
The Investment Association
Alex Shterenberg
Alex Shterenberg
Head of eFX Trading North America, Global Head of FX Algos
Bank of America Merrill Lynch
John Rawlins
John Rawlins
Trader
CPO research
Jenifer Litwin
Jenifer Litwin
Senior Director
Head of Relationship Management
Andrew Silverman
Andrew Silverman
Managing Director, Global Head of Morgan Stanley Electronic Trading
Morgan Stanley
Thomas Gentile
Thomas Gentile
Head of FX
Crabel Capital Management
Sanjay Madgavkar
Sanjay Madgavkar
Global Head of FX Prime Brokerage
Citi