Head of Institutional Investor Sales, Americas
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.
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.
Campbell and Company
Trader and Portfolio Manager
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
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.
Rady School of Management
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.
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.
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.
Head of FX Transaction Sales, Americas
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.
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.
Global Head of FX Electronic Execution
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.
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.
Head of FX and Commodity Liquidity Solutions
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.
Head of eFX Trading North America, Global Head of FX Algos
Bank of America Merrill Lynch