TradeTech Europe 2017

25 - 26 April, 2017

Palais des Congrès de Paris

Contact Us: +44 (0)207 368 9548

Preparing Your Desk for Unprecedented Regulatory Change

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7:45 AM Refreshments and Registration

8:35 AM Welcome Remarks from Susie Benaim, Content Editor, TradeTech Europe 2017

8:40 AM Chair's Opening Remarks

Andrew Simpson, Head of Post Trade, Euronext

Andrew Simpson
Head of Post Trade
Euronext
I am currently Head of Post Trade at Euronext, responsible for the cash and derivatives markets clearing strategy. Prior to that I have held a number of senior roles including COO at RVS and Head of Business Development at EuroCCP, wholly owned sub ...[Read More]

8:45 AM Opening Address

Stéphane Boujnah, CEO, Euronext

 Stéphane Boujnah
Stéphane Boujnah
CEO
Euronext
Stéphane is Chairman of the Managing Board of Euronext, the pan-European stock exchange operating regulated markets in Amsterdam, Brussels, Lisbon, London and Paris. His proven track record as a successful manager of international organisations, advising on equity raising and M&A advice for venture capital funds and innovative technology companies ...[Read More]

9:00 AM OPENING BUY SIDE KEYNOTE INTERVIEW: Is your desk agile and responsive enough for MiFID II? What are the practical steps you need to take to enhance performance and ensure efficiency?

Eric Boes, Global Head, Trading, Allianz Global Investors

Erik Koenig, Global Head of Trading, GLG Partners

Moderated By:
Richard Parsons
, CEO, Instinet Europe

  • Gaining clarity on the regulatory requirements for best execution, governance and risk control
  • Building market intelligence-how can you demonstrate diligence to all counter-parties?
  • How can you speed the process up internally to ensure you can react when final requirements are announced?
  • What does an agile and streamlined organisation look like in practice?
  • How can best execution monitoring for assets outside of equities leverage current equity platforms?
  • Trade reporting-what are the current limitations in data and what can you do better to manage this? 
 Eric Boes
Eric Boes
Global Head, Trading
Allianz Global Investors
Allianz GI is a diversified active asset manager with a strong parent company and a culture of risk management. They are the leading German asset manager, with more than $541 billion in AUM. Eric, who was formerly global head of derivatives trading, has taken over control of the business trading abilities and responsible for ensuring scalability of ...[Read More]

 Erik Koenig
Erik Koenig
Global Head of Trading
GLG Partners
Erik has significant experience as an institutional sales trader and is responsible for further enhancing the GLG Partners trading capability. Erik’s mandate is to improve execution across our equities business, ensure the efficient dissemination of market information across our investment teams globally and lead the execution function for the Euro ...[Read More]

Moderated By:

 Richard Parsons
Richard Parsons
CEO
Instinet Europe
Richard joined Instinet in 2002 as a US Equity Sales Trader and has since held various roles including Head of International Trading and Head of European Coverage. In March 2011, Richard assumed responsibility for all Instinet's Sales and Trading activities in Europe. Richard was appointed CEO of Instinet Europe in May 2016. Prior to joining Ins ...[Read More]

9:20 AM Keynote Regulatory Address

Gerard Rameix, Chairman, AMF

 Gerard Rameix
Gerard Rameix
Chairman
AMF
The Autorité des marchés financiers (AMF) is the stock market regulator in France. The AMF is an independent public body that is responsible for safeguarding investments in financial instruments and in all other savings and investment as well as maintaining orderly financial markets. Gérard began his career in 1978 as an Auditor at the French Court ...[Read More]

9:40 AM ALL STAR PANEL: How are dark pools evolving under MiFID II restrictions and how will dark liquidity play into best execution in 2018?

Mark Pumfrey, Head of EMEA, Liquidnet

Rob Boardman, EMEA CEO, ITG Europe

Richard Semark, Managing Director, Equities, CEO, UBS

Ralston Roberts, Co-Head, Electronic Trading, EMEA, Goldman Sachs

Robert Barnes, CEO, Turquoise, Capital Markets, LSEG

Andrew Simpson, Head of Post Trade, Euronext

  • Sourcing liquidity in the dark- what and where are the new opportunities and how can users best access these pools?
  • Developments in crossing networks and SIs- what are their future given increased regulatory pressure around matched principal trading?
  • How are providers demonstrating the mechanics of dark pools and demonstrating robust internal governance processes?
  • How can traders be sure of effective dark pool monitoring, with a focus on operational integrity, best execution, client preferences and unwanted trading activity including market abuse?
  • How are providers doing more to identify and manage conflicts of interest, strengthen policies and procedures for escalation and oversight?
 Mark Pumfrey
Mark Pumfrey
Head of EMEA
Liquidnet
Mark has over 30 years’ experience in the financial services industry. His last role was Managing Director, Head of Senior relationship Management EMEA and for 10 years prior to that he ran Merrill Lynch’s EMEA equity advisory business globally. In December 2012 he joined the global institutional equity trading network, Liquidnet, as Head of EMEA. ...[Read More]

 Rob Boardman
Rob Boardman
EMEA CEO
ITG Europe
Robert is responsible for the European operations at ITG, an independent execution and research broker partnering with global portfolio managers and traders throughout the investment process, from investment decision through to settlement. With previous experience in electronic transaction services and connectivity for equity divisions at ITG, he i ...[Read More]

 Richard Semark
Richard Semark
Managing Director, Equities, CEO
UBS
With experiences at UBS and before, as Head of multi-asset trading at AXA Investment Managers, Richard has experience of both the buy and sell side of the market. Currently responsible for execution of client relationships, client strategy, sales and marketing, market structure and regulation, Richard has extensive experience and insight on how liq ...[Read More]

 Ralston Roberts
Ralston Roberts
Co-Head, Electronic Trading, EMEA
Goldman Sachs
Ralston joined Goldman Sachs as a managing director in 2015, having previously been chief operations officer of SunGard’s brokerage business, responsible for SunGard’s real-time market data business, MarketMap and the SunGard Global Network. He helped shape the strategic direction of SunGard’s trading business in the United States, exploring integr ...[Read More]

 Robert Barnes
Robert Barnes
CEO, Turquoise, Capital Markets
LSEG
Robert is the new CEO for Turquoise, the pan-European MTF. He has extensive industry experience and market knowledge having formerly been CEO of UBS MTF and a Managing Director, Equities, at UBS. Robert is a well-regarded industry expert on market structures, having served as Chairman, 2004-2009, of the Securities Trading Committee of the London In ...[Read More]

Andrew Simpson
Head of Post Trade
Euronext
I am currently Head of Post Trade at Euronext, responsible for the cash and derivatives markets clearing strategy. Prior to that I have held a number of senior roles including COO at RVS and Head of Business Development at EuroCCP, wholly owned sub ...[Read More]

10:20 AM Morning Refreshment Break and Networking

11:00 AM KEYNOTE REGULATORY ADDRESS

Gerben Everts, Board Member, AFM

 Gerben Everts
Gerben Everts
Board Member
AFM
Gerben is Board Member of the AFM, the The Dutch Authority for the Financial Markets (AFM), starting in 2011. His main areas of responsibility are: regulation of capital markets, infrastructure, asset management, financial reporting, corporate governance and auditing. He is also a member of the IOSCO, ESRB and IFIAR Boards and Chair of the Monitor ...[Read More]

11:20 AM ALL STAR PANEL: Is block trading the new normal and what are the products battling for success under MiFID II?

Mike Bellaro, Global Head of Equity Trading, Deutsche Bank Asset Management

Chris Landis, CEO, SIX Swiss Exchange

Mark Freeman, Global Head, Execution Sales, Kepler Cheuvreux

Chris Marsh, Managing Director, Credit Suisse

Mark Hemsley, CEO, BATS Europe

Andrew Simpson, Head of Post Trade, Euronext

  • When are block trade appropriates compared to other trades and how can they be optimised for execution?
  • How can you structure your trading desk to source the best blocks and execute effectively?
  • What is the resistance from the broker community in trading blocks and how can more traders change mind sets and improve attitudes towards block trading?
  • What are the initiatives to drive improvements in broker IOIs and codes to distinguish between them and how will this impact buy side choice?
 Mike Bellaro
Mike Bellaro
Global Head of Equity Trading
Deutsche Bank Asset Management
With EUR 719 billion of assets under management, Deutsche Asset Management¹ is one of the world's leading investment management organizations. Mike has a core focus on technology innovations for improved execution globally. He is currently developing and further educating his trading desk on market structure and risk management as well as implement ...[Read More]

 Chris Landis
Chris Landis
CEO
SIX Swiss Exchange
Chris was elected to the SIX Swiss Exchange Management Committee as CIO in 2003 and is Member of the Management Committee of SIX Structured Products Exchange Ltd. He has been employed by SIX Swiss Exchange and its predecessor organisations since 1992. In the capacity of Senior Vice President, Chris has been in charge of the department Information T ...[Read More]

 Mark Freeman
Mark Freeman
Global Head, Execution Sales
Kepler Cheuvreux
Kepler Cheuvreux is a leading independent European financial services company, specialising in advisory services and intermediation to the investment management industry. Mark is responsible for global sales and sales trading of Kepler Cheuvreux's electronic execution services to European customers, with core expertise in DMA, algorithm developmen ...[Read More]

 Chris Marsh
Chris Marsh
Managing Director
Credit Suisse
As Managing Director of Credit Suisse in the Equities division, Chris is responsible for AES Product development and Trading in Europe. With experience in creating and trading specialised equity derivatives and a strong background in trading system control, Chris is in a strong position to discuss Credit Suisse's approach and capabilities for block ...[Read More]

 Mark Hemsley
Mark Hemsley
CEO
BATS Europe
As the largest European equities exchange, Mark’s leadership has taken BATS Chi-X Europe to become a Recognised Investment Exchange (RIE), strengthening the company’s European leadership position in market structure, technology and innovation. Mark and his team launched the first full interoperable clearing service offered by a trading venue and su ...[Read More]

Andrew Simpson
Head of Post Trade
Euronext
I am currently Head of Post Trade at Euronext, responsible for the cash and derivatives markets clearing strategy. Prior to that I have held a number of senior roles including COO at RVS and Head of Business Development at EuroCCP, wholly owned sub ...[Read More]

12:00 PM 5 minute transition time into stream sessions

STREAM A: Best Execution Monitoring and Evidencing

12:05 PM FIRE SIDE CHAT: How to break down departmental silos to drive efficiency and achieve best execution

Steven Swann, Global Head, Trading, Standard Life Investments

Stuart Liddle, Head of Equities Business Operations, M&G Investments

  • How to identify which  silos are causing set backs in streamlining workflow and improved communication
  • How to find common ground within each department on what best execution means to them and use this to improve internal dialogue
  • What does a successful best execution policy look like?
  • How can current best execution strategies feed into future decision making processes?
  • Evaluating what your company infrastructure needs to look like to cope with new regulatory demands and a more streamlined approach
 Steven Swann
Steven Swann
Global Head, Trading
Standard Life Investments
Standard Life Investments is a global top 40 asset manager with £269 billion in assets under management. The firm’s investment capabilities span equities, bonds, real estate, private equity, multi-asset solutions, fund-of-funds and absolute return strategies. Steven leads the Centralised Dealing Desk of 24 experienced execution specialists across ...[Read More]

 Stuart Liddle
Stuart Liddle
Head of Equities Business Operations
M&G Investments
M&G Investments has been managing money on behalf of individual and institutional investors since 1931. Today the group is an international investment management business with total assets of £165bn. Stuart is responsible for ensuring the organisation adheres to current regulatory changes, remain agile and that they are responding in a fully compli ...[Read More]

STREAM B: Enhancing Trade Performance

FIRE SIDE CHAT: The rise of the quant - defining their role in making smarter trading decisions

Christian Morgenstern, Executive Director, Quantitative Investment Strategies, Goldman Sachs Asset Management

Stéphane Leroy, Business Founder and Chief Revenue Officer, Quanthouse

  • Identifying the differences in the role of a quant trader compared to the more traditional equity trader?
  • How can changes in trading strategy help aid company growth and increased capability in trading volumes
  • How to best use data to improve internal flow
  • How to customise data to improve the whole investment process
  • Which quant models work best and how can you evaluate their performance?
 Christian Morgenstern
Christian Morgenstern
Executive Director, Quantitative Investment Strategies
Goldman Sachs Asset Management
Goldman Sachs Asset Management (GSAM) is one of the world’s leading asset managers, with over 700 investment professionals managing over $1 trillion in assets across many strategies.Christian is head of portfolio construction and trading for the Alternative Investment Strategies team within GSAMs Quantitative Investment Strategies platform, focused ...[Read More]

 Stéphane Leroy
Stéphane Leroy
Business Founder and Chief Revenue Officer
Quanthouse
Stéphane is a successful business entrepreneur and visionary for the algorithmic trading market. Stephane has a proven track record of continuous success in how to turn innovative ideas into profitable businesses. As BUSINESS FOUNDER of QUANTHOUSE, Stephane was instrumental in changing the original positioning of QuantHouse as an automated trading ...[Read More]

STREAM C: ACCELERATOR TRACK – Optimising Current Technology Platforms

OXFORD STYLE DEBATE: Buying off the shelf is more cost effective and efficient than building an in-house system- for and against

Kenneth McLeish, Global Head, Equities Trading Technology, JP Morgan AM

Matthew Reid, Product Manager, Trading, SimCorp

Against- by developing an  in-house system  you have complete oversight on how the technology complies and fits into budget
Against- when developing in house, you have complete ownership of your data
For- with the growing number of innovative and effective platforms and bolts on in the market, it’s cheaper and more time efficient to outsource
For- with such advanced analytical tools now available, it’s very easy to evaluate outsourced products to see whether they fit and work into current processes for the business?

(Secure your front row seat as the conference room becomes a battlefield. Witness four industry experts (two for and two against fight their corner on this topic. Who will deliver the knockout argument to claim victory? Take your place and vote live.)


Against: Kenneth McLeish, Global Head, Equities Trading Technology, JP Morgan AM

For: Huw Gronow, Head, Trading, Newton Investment Management &

Matthew Reid, Product Manager, Trading, SimCorp




 Kenneth McLeish
Kenneth McLeish
Global Head, Equities Trading Technology
JP Morgan AM
J.P. Morgan Asset Management is one of the largest and best-known names in investment management and has $1.8 trillion of assets under management. With extensive experience on the sell side at Barclays Capital, then Lehmans, his move to the buy side entails a close working relationship with the Global head of equities trading helping build the plat ...[Read More]

 Matthew Reid
Matthew Reid
Product Manager, Trading
SimCorp
Matthew was and remains Managing Director, as well as one of the original founders, of Solutionforge Limited (recently renamed – SimCorp Development Centre UK Limited) when purchased by SimCorp in 2005 for the express purpose of transforming SimCorp’s order management module. Matthew has played a lead role in the recent development of this module a ...[Read More]

Small Interactive Boardrooms And Workshops

SYNERGY WORKSHOP: Evaluating developments in research payment models- what is the best option for your business?

Alison Hollingshead, Head, Investment Services, Man Group

Henry Price, Chief Commercial Officer, Red Deer Sysmtes

  • How to evidence your end clients on exactly what they are paying for
  • Steps towards demonstrating a clear separation between research and trading activity
  • What are the options and how can these be incorporated into current payment models?
  • What do CSAs and RPAs look like in practice?
  • How do companies justify commission rates?
  • What are the commission management tools available and why are they so important now?



(Limited to 25 attendees- Chatham House)
 Alison Hollingshead
Alison Hollingshead
Head, Investment Services
Man Group
Man Group is a leading hedge fund which has more than $78 billion in assets under management (AUM) . There are four major investment groups underneath the Man Group umbrella: Man AHL, Man Numeric, Man GLG and Man FRM. With over 10 years experience on the trading desk, dealing with electronic execution, Alison now reports direct to the group COO, an ...[Read More]

 Henry Price
Henry Price
Chief Commercial Officer
Red Deer Sysmtes

STREAM A: Best Execution Monitoring and Evidencing

12:30 PM PANEL DISCUSSION: How to build intelligence into your TCA—what does the future of TCA really look like?

Ian Domowitz, Managing Director, CEO, Head, ITG Solutions Network, ITG Analytics

Matthew Celebuski, CEO, Trade Informatics

Darren Toulson, Co-Founder, LiquidMetrix

Michael Richter, Director of Transaction Cost Analysis, IHS Markit

  • What does ‘’best in class’’ TCA look like in 2017/2018?
  • Who are in the race for scale and what is it that they offer that’s different?
  • How far are we from automating data feeds from TCA to make smarter trading decisions?
  • Where are the possibilities for multi-asset TCA?
  • How capable are current platforms to deal with growing order numbers, increased flow and the data that comes with it?
  • PRIIPS- is this being addressed in current TCA capabilities and what data do you need to capture and report back to investors?
 Ian Domowitz
Ian Domowitz
Managing Director, CEO, Head
ITG Solutions Network, ITG Analytics
Ian is CEO of ITG Solutions Network and Head of ITG’s Analytics, where he manages it's networking and analytical and research products. He has been head of the NASD’s economic advisory board and has held positions with the Commodity Futures Trading Commission, International Monetary Fund, and World Bank. He has published dozens of journal articles ...[Read More]

 Matthew Celebuski
Matthew Celebuski
CEO
Trade Informatics
Trade Informatics helps institutional investors retain more of their alpha and provide their clients the tools and insights to succeed in an increasingly competitive investment environment. They offer rigorous trade analysis, action-oriented consulting, industry-leading trade reporting, customised systematic trading and centralized workflow managem ...[Read More]

 Darren Toulson
Darren Toulson
Co-Founder
LiquidMetrix
Dr Toulson is a founder of LiquidMetrix and is instrumental in the development of the LiquidMetrix ‘data driven’ analytical products and applications. He holds a BSc in Mathematics and Physics and a PhD in Neural Networks and Time Series Analysis from King’s College, London. Dr Toulson is the author of numerous articles on market micro structure, T ...[Read More]

 Michael Richter
Michael Richter
Director of Transaction Cost Analysis
IHS Markit
Michael leads the Transaction Cost Analysis business for EMEA at IHS markit. Markit TCA is a global equity, FX and fixed income trading analysis platform for buyside and sellside firms. Prior to joining IHS Markit in 2013, Michael worked within European equities trading at Louis Capital and ICAP. Before this, he headed up the European equities exec ...[Read More]

STREAM B: Enhancing Trade Performance

PANEL DISCUSSION: How are developments in OMS and EMS correlating to the automation and multi-asset requirements of the 2018 trading desk?

Richard Bentley, Chief Product Officer, Ullink

John Adam, Global Head, Product Strategy, Portware

  • How to improve infrastructures to better optimise current OMS/EMS platforms- what are the challenges and opportunities?
  • What are the capabilities of current platforms to allow for bolt-on products and how is this important in driving desk efficiency?
  • How can current data be cleaned?
  • How to best balance costs?
  • What are the current efforts towards machine learning in EMS?




 Richard Bentley
Richard Bentley
Chief Product Officer
Ullink
Ullink is a leading provider of electronic trading and connectivity solutions to the financial community. Richard is responsible for Product Strategy, Product Management and Business Analysis, Product Development and Quality assurance. ...[Read More]

 John Adam
John Adam
Global Head, Product Strategy
Portware

STREAM C: ACCELERATOR TRACK – Optimising Current Technology Platforms

12:25 PM Session continues

Session Continues

Small Interactive Boardrooms And Workshops

Session continues

Session Continues

1:05 PM Lunch and Networking

STREAM A: Best Execution Monitoring and Evidencing

2:10 PM PANEL DISCUSSION: Real-time trade analysis - how to create a work flow using pre, intra and post trade analysis to make improved trading decisions

Neil Bond, Head Trader, Ardevora

Michael Mollemans, Head of Sales Trading, APAC, Pavilion Global Markets

  • What are the current developments in in-trade trade analysis and how can this demonstrate impact on venues?
  • Evaluating current buy side efforts to identify relevant data sets
  • What are the current efforts in data visualisation that help you understand the relevant data?
  • What are the current regulatory requirements for time stamping of data, effective order handling and good governance of the process- practical examples of what is needed
 Neil Bond
Neil Bond
Head Trader
Ardevora
Ardevora is an asset management firm managing Global and UK Equity portfolios with AUM of ~$5bn. Neil’s previous experience in the sell side and other technology firms, have provided him with extensive experience in trading in a mostly liquidity seeking style, taking full advantage of dark pools and stealth strategies, program trading as well as in ...[Read More]

 Michael Mollemans
Michael Mollemans
Head of Sales Trading, APAC
Pavilion Global Markets
Michael heads up Pavilion’s Asia Pacific sales trading desk and has 18 years’ experience in algorithmic trading and research. Prior to joining Pavilion, he was Head of Electronic Trading at Credit Suisse Securities Japan. He also worked at Daiwa Capital Markets America in New York as Head of Electronic Trading Sales, and at Credit Lyonnais Securiti ...[Read More]

STREAM B: Enhancing Trade Performance

PANEL DISCUSSION: The evolving investment and execution landscape in Emerging Markets

Chad Dale, Director, HSBC

Michael Clements, Chief Trader, Employees Retirement System of Texas

Miller Guo, CEO, GF International Asset Management

 Chad Dale
Chad Dale
Director
HSBC

 Michael Clements
Michael Clements
Chief Trader
Employees Retirement System of Texas
Michael has over 18 years in institutional investment experience, 13 of which were at the Employees Retirement System of Texas (ERS) where he is a Chief Trader. Michael is responsible for developed and emerging market executions as well as FX and derivative executions. He also tracks trading patterns and recommends ways to improve trading and asset ...[Read More]

 Miller Guo
Miller Guo
CEO
GF International Asset Management
Miller established GF International Asset Management, the European subsidiary of GF Fund Management, in July 2015. Prior to GF International he was a founding member of Macquarie’s European ETF business and has a wealth of experience in helping European asset owners and managers to gain exposure to Chinese assets. Prior to Macquarie, Miller was an ...[Read More]

STREAM C: ACCELERATOR TRACK – Optimising Current Technology Platforms

ROUNDTABLE THINK TANKS: How to evaluate your current technology suite and assess which investment/development routes best suit your desk

Hubert Rotivel, Global Head of Dealing, BNP Paribas Dealing Services

Miles Kumaresan, Global Head, Trading, Nordea Asset Management

Claus Mose, Head, Trading, Sparinvest

Table 1: Block execution strategy: Hubert Rotivel, Global Head of Dealing, BNP Paribas Dealing Services

Table 2: Quant execution strategy: Miles Kumaresan, Global Head, Trading, Nordea Asset Management

Table 3: Block execution strategy: Claus Mose, Head Trader, FX and Equities, Sparinvest

Table 4: Quant execution strategy


(Choose one roundtable to attend and dive in and dissect the practical strategies with the help of an industry expert leading your roundtable discussion. Tables are limited to 10 people)
 Hubert Rotivel
Hubert Rotivel
Global Head of Dealing
BNP Paribas Dealing Services
Hubert is responsible for managing all dealing desks across all asset classes. The organisation focuses solely on the search for liquidity across all markets and all asset types, in response to investment firms’ increased regulatory pressures. With experience in managing global dealing strategies, Hubert is well placed to discuss how to find liquid ...[Read More]

 Miles Kumaresan
Miles Kumaresan
Global Head, Trading
Nordea Asset Management
Nordea Asset Management is part of the Nordea Group, the largest financial services group in Northern Europe with 317 bn euros in assets under management. Miles has extensive experience at working at unspecified hedge funds involved in quantitative portfolio management and electronic market making to trading and execution. Now, as global head of tr ...[Read More]

 Claus Mose
Claus Mose
Head, Trading
Sparinvest
At Sparinvest, a Luxembourg-based internationally known value investor managing $12 billion AUM, Claus is responsible for trading in global equities and foreign exchange. As execution performance is key, Claus is extensively exploiting TCA to analyse and measure trading partners as well as building proprietary models to optimise the use of a wide r ...[Read More]

STREAM A: Best Execution Monitoring and Evidencing

2:45 PM PANEL DISCUSSION: How can you comply with MAR and take your trade surveillance to the next level?

Kostas Botopoulos, Legal Counsel for European Affairs, Bank of Greece, former ESMA

Robert Powell, Director of Compliance, IPC Systems

Anthony Amicangioli, Founder and CEO, Hyannis Port Research

Mark Follows, Subject Matter Expert, Compliance Financial Markets, NICE Actimize

Wolfgang Fabisch, Co-Founder and CEO, b-next

  • What are the updates on MAR and how will this interact with the implementation of MiFID II?
  • Clarity on exactly needs to be surveyed per trade, what to look for and when
  • How do current surveillance platforms stand up to regulatory demands?
  • How have increased pressures on the front office on what is deemed market abuse impacted front office activity?
  • What has been the response to more cloud-based applications for trade surveillance?
  • How are organisations better monitoring data attacks?
 Kostas Botopoulos
Kostas Botopoulos
Legal Counsel for European Affairs
Bank of Greece, former ESMA
Chairman of the Hellenic Capital Market Commission, former Member of the European Securities and Markets Authority (ESMA) Board of Supervisors, Member of the ESMA Management Board, Chairman of the ESMA Market Integrity Standing Committee, dealing with cooperation, exchange of information and market surveillance, Kostas has been responsible for the ...[Read More]

 Robert Powell
Robert Powell
Director of Compliance
IPC Systems
Robert heads up the Compliance division of the newly combined IPC & Etrali businesses. Regulatory records retention is at the heart of what we do, with a key focus on MiFID II consulting and implementation for Voice and electronic communications. ...[Read More]

Anthony Amicangioli
Founder and CEO
Hyannis Port Research

 Mark Follows
Mark Follows
Subject Matter Expert, Compliance Financial Markets
NICE Actimize
Mark is a London based Financial Markets Compliance professional with experience specific to the UK/EU regulatory landscape acquired in vendor, trading venue and post trade environments. Mark is well versed in regulatory expectations (EMEA / APAC) around surveillance (e.g. Market Abuse, Conduct, Culture, Disorderly trading etc) and wider Compliance ...[Read More]

 Wolfgang Fabisch
Wolfgang Fabisch
Co-Founder and CEO
b-next
Wolfgang has overall strategic and operational responsibility for its businesses. With over 25 years of professional and management experience in governance, risk and compliance (GRC) for the financial sector, he is a respected industry executive who regularly lectures on these topics. Before founding b-next in 1989, Mr Fabisch held senior position ...[Read More]

STREAM B: Enhancing Trade Performance

PANEL DISCUSSION: How are changes in BCNs and SIs impacting equity trading and market structure?

Neil Bond, Head Trader, Ardevora

Rupert Fennelly, Co-Head of Electronic Trading, Europe, Morgan Stanley

Jamal Tarazi, Head of European Trading, Sun Trading

Vincent Dessard, Senior Regulatory Policy Advisor, EFAMA

  • How to equip your desk with the tools to ensure you are sourcing liquidity as best as possible- what does this analysis suite look like?
  • How are newer SOR systems demonstrating best execution and best venue choice?
  • How can crossing networks offer more value?
  • Will the buy side ever gain access to exchange risks books?



 Neil Bond
Neil Bond
Head Trader
Ardevora
Ardevora is an asset management firm managing Global and UK Equity portfolios with AUM of ~$5bn. Neil’s previous experience in the sell side and other technology firms, have provided him with extensive experience in trading in a mostly liquidity seeking style, taking full advantage of dark pools and stealth strategies, program trading as well as in ...[Read More]

 Rupert Fennelly
Rupert Fennelly
Co-Head of Electronic Trading, Europe
Morgan Stanley
Rupert is a Managing Director and Co-Head of Morgan Stanley’s Electronic Trading, Europe. Previously he was Head of US Sales for MSET in New York. Prior to joining Morgan Stanley, Rupert led US Northeast and Midwest Sales for the Advanced Execution Services Group at Credit Suisse. Rupert has also held senior sales management positions at NYFIX, C ...[Read More]

 Jamal Tarazi
Jamal Tarazi
Head of European Trading
Sun Trading
Sun Trading is a Chicago-based high-frequency trading firm. Jamal joined the company as the new head of trading in London, backing the UK in the wake of Brexit and eyeing growth in Europe and to grow revenue in Europe and maximize trading opportunities around the world. ...[Read More]

 Vincent Dessard
Vincent Dessard
Senior Regulatory Policy Advisor
EFAMA
Vincent is responsible for various legal domains related to capital market issues e.g. (i) MiFID II; and (ii) European Regulation on OTC derivatives, central counterparties and trade repositories (EMIR); and (iii) Market Abuse; and (iv) Risk Management at EFAMA. He is heavily involved in legislative proposals and amendments on MiFID II with the Eur ...[Read More]

STREAM C: ACCELERATOR TRACK – Boosting Trade Speed

OXFORD STYLE DEBATE: Latency optimisation is no longer needed in an age of smart trading - for and against

Hendrik Klein, CEO, DaVinci Invest

Piebe Teeboom, Secretary General, FIA

  • For- Improved sourcing of liquidity in both lit and dark pools has massively improved and is much more accessible
  • For- The risk of being gamed is still a major concern and the lack of oversight on HFT practices still poses a risk
  • Against- Being faster still provides you with the better fill price
  • Against- Improved latency really provides opportunities for improved execution, regarding reduced arbitrage opportunities and better SOR?


(Secure your front row seat as the conference room becomes a battlefield. Witness four industry experts (two for and two against fight their corner on this topic. Who will deliver the knockout argument to claim victory? Take your place and vote live.)




 Hendrik Klein
Hendrik Klein
CEO
DaVinci Invest
Hendrik is an expert in Investment Strategies like Relative Value, Event Driven and Global Macro Strategies, alternative investments and the Head Portfolio Manager since 2004 at Da Vinci Invest AG, an independent asset manager, based in Zurich, Switzerland, which runs their own successful Event Driven hedge fund as well. ...[Read More]

 Piebe Teeboom
Piebe Teeboom
Secretary General
FIA
FIA EPTA is an affiliate of FIA, the global trade organization for the futures, options and centrally cleared derivatives markets. FIA EPTA works to promote alignment of market regulation across the world. The Association believes that the best markets for all are those which are well-regulated, safe and transparent, and that are open to competitio ...[Read More]

Small Interactive Boardrooms And Workshops

3:20 PM Exclusive Buy Side Head Trader Think Tank – invitation only

Mike Kopfler, Global Head, Trading, Fidelity Investments

David Miller, Head, EMEA Trading, Invesco

Hubert Rotivel, Global Head of Dealing, BNP Paribas Dealing Services

Miles Kumaresan, Global Head, Trading, Nordea Asset Management

Huw Gronow, Head, Trading, Newton Investment Management

Simon Tring, Head, Trading, Aviva Investors

Erik Koenig, Global Head of Trading, GLG Partners

Christoph Hock, Head, Trading, Union Investment

Adam Conn, Head Trading, Baillie Gifford

Mike Bellaro, Global Head of Equity Trading, Deutsche Bank Asset Management

Matt Howell, Senior Trader, T. Rowe Price

Open to 20 Global Heads of Trading from Europe’s top 20 asset managers.

Join this interactive session, air your own industry concerns and together, with our professional independent moderator, brainstorm ways forward in conjunction and collaboration with your peers.

This session is invite-only and Chatham House rules.




 Mike Kopfler
Mike Kopfler
Global Head, Trading
Fidelity Investments

 David Miller
David Miller
Head, EMEA Trading
Invesco
From his experience working at the number 17 firm in the top 20 global assets under management, David will offer insight and contribute on discussions to how current regulations are changing and evolving trading strategies for 2015.He will also how processes and technology need to develop in one of the leading and largest global firms. ...[Read More]

 Hubert Rotivel
Hubert Rotivel
Global Head of Dealing
BNP Paribas Dealing Services
Hubert is responsible for managing all dealing desks across all asset classes. The organisation focuses solely on the search for liquidity across all markets and all asset types, in response to investment firms’ increased regulatory pressures. With experience in managing global dealing strategies, Hubert is well placed to discuss how to find liquid ...[Read More]

 Miles Kumaresan
Miles Kumaresan
Global Head, Trading
Nordea Asset Management
Nordea Asset Management is part of the Nordea Group, the largest financial services group in Northern Europe with 317 bn euros in assets under management. Miles has extensive experience at working at unspecified hedge funds involved in quantitative portfolio management and electronic market making to trading and execution. Now, as global head of tr ...[Read More]

 Huw Gronow
Huw Gronow
Head, Trading
Newton Investment Management
Newton Investment Management is a global investment management subsidiary of BNY Mellon based in London and the firm manages £47 billion of assets. Huw, formerly Head of Equity Trading at Principal Global investors, he is now heading up the trading desk at Newton with a focus on implementing MiFID II and driving performance and growth with the grou ...[Read More]

 Simon Tring
Simon Tring
Head, Trading
Aviva Investors

 Erik Koenig
Erik Koenig
Global Head of Trading
GLG Partners
Erik has significant experience as an institutional sales trader and is responsible for further enhancing the GLG Partners trading capability. Erik’s mandate is to improve execution across our equities business, ensure the efficient dissemination of market information across our investment teams globally and lead the execution function for the Euro ...[Read More]

Christoph Hock
Head, Trading
Union Investment
Union Investment, one of Europe’s leading asset managers, Christoph manages trading activities for the entire portfolio including cash equities, listed and OTC derivatives, funds and ETFs and especially for the equity side in currencies and securities lending, with extensive experience in portfolio management and trading. ...[Read More]

Adam Conn
Head Trading
Baillie Gifford

Mike Bellaro
Global Head of Equity Trading
Deutsche Bank Asset Management
With EUR 719 billion of assets under management, Deutsche Asset Management¹ is one of the world's leading investment management organizations. Mike has a core focus on technology innovations for improved execution globally. He is currently developing and further educating his trading desk on market structure and risk management as well as implement ...[Read More]

Matt Howell
Senior Trader
T. Rowe Price

STREAM A: Best Execution Monitoring and Evidencing

FIRE SIDE CHAT: How best practices in the commercialisation of market data can drive transparency and efficiencies in the equity trading market?

Roman Garcia, Senior Advisor, DG Competition, European Commission

- What´s the role of the EU Commission competition authority in the financial markets, and more specifically with data markets? - What are the competition challenges within the market data and equity trading markets? - How can the EC competition authority help and how are they driving competition in the trading and data markets? - What has their role been in reducing market abuse and improved market performance?
Roman Garcia
Senior Advisor, DG Competition
European Commission
Roman serves as Competition Financial Markets Officer at the EU Directorate General of Competition. His main areas of responsibility are capital markets, infrastructure, and asset management. He has worked in both the public and private sectors. Before joining the European Commission, he worked for 3 years as Senior Investment Officer in emerging ...[Read More]

STREAM B: Enhancing Trade Performance

PANEL DISCUSSION: Market intelligence - how to better engage with your brokers to ensure accurate data feeds for best execution

David Miller, Head, EMEA Trading, Invesco

Alexander Neil, Head of Equity & Derivatives Trading, EFG Bank

Frederic Pons, Head, Equity Trading, Amundi Asset Management

Antonio Pilato, Head, Trading, Generali Investments

  • What are the questions the buy side needs to be asking the brokers?
  • Practical examples of how to build and improve that BS-SS relationship
  • How to find the data you care about and establish a framework that can best record this from the broker
  • What are the strategies to ensure these relationships remains consistent? What processes can be put in place to ensure this?
 David Miller
David Miller
Head, EMEA Trading
Invesco
From his experience working at the number 17 firm in the top 20 global assets under management, David will offer insight and contribute on discussions to how current regulations are changing and evolving trading strategies for 2015.He will also how processes and technology need to develop in one of the leading and largest global firms. ...[Read More]

 Alexander Neil
Alexander Neil
Head of Equity & Derivatives Trading
EFG Bank
Having made the transition from high-touch sales trading to a low-touch sell-side trading desk and then finally to the buy-side, Alexander has experienced first-hand the evolution of execution methods at a time of rapidly changing trading regulation. He has a keen interest in the growing sophistication of the buy-side (particularly with regards to ...[Read More]

 Frederic Pons
Frederic Pons
Head, Equity Trading
Amundi Asset Management
Amundi Asset Management ranks first in Europe and 9th worldwide among players in asset management with €954.2 billion under management. Frederic is currently co-heading the equity dealing desk at Amundi Intermédiation. In addition to his operational duties, he is also overseeing and developing trading platforms across all asset classes, sticking to ...[Read More]

 Antonio Pilato
Antonio Pilato
Head, Trading
Generali Investments
Antonio has extensive experience in portfolio management and engineering, with a strong knowledge of both managing and trading equities and derivatives. His experience places him in an ideal position to discuss how a top European trading desk is currently managing and adapting to the current regulatory climate and where they are investing to surviv ...[Read More]

STREAM C: ACCELERATOR TRACK – Boosting Trade Speed

Session continues

Session Continues

Small Interactive Boardrooms And Workshops

Session continues

Session Continues

STREAM A: Best Execution Monitoring and Evidencing

3:55 PM FIRE SIDE CHAT: Transaction reporting - where does the responsibility lie and how can you overcome compliance challenges?

Darryl Cornelius, Head of European Regulatory Projects, State Street Global Advisors

Katja Kallionalusta, Senior Compliance Officer, Nordea Asset Management

Kirston Winters, Managing Director, Co-Head of Product Management for MarkitSERV, IHS Markit

  • How to understand who has ownership and whether the reporting structure is MiFID II compliant?
  • What are the benefits of buy vs build in transaction reporting?
  • Who are the new players in the transaction reporting market?
  • What are the efforts from the sell side to ensure the data for all fields in the report are provided?




 Darryl Cornelius
Darryl Cornelius
Head of European Regulatory Projects
State Street Global Advisors
Darryl is responsible for regulatory implementation at SSGA which involves managing a number of projects relating to new regulation, affecting the asset management firm. With MIFID II demanding huge change, Darryl has turned his focus to preparing SSGA for smooth and streamlined implementation to ensure the company are complying in all aspects of t ...[Read More]

 Katja Kallionalusta
Katja Kallionalusta
Senior Compliance Officer
Nordea Asset Management
Nordea Asset Management is part of the Nordea Group, the largest financial services group in Northern Europe (AuM 317 bn EUR*). Katja has extensive experience in various tasks related to securities, operational risks and regulation. She has extensive practical insight into how to best adhere to MiFID II, what real compliance means, and how this rea ...[Read More]

 Kirston Winters
Kirston Winters
Managing Director, Co-Head of Product Management for MarkitSERV
IHS Markit
Kirston is Managing Director at IHS Markit and co-head of product management for MarkitSERV, the largest, global service for processing OTC derivatives trades. He is responsible for MarkitSERV's cross asset real-time public and regulatory transaction reporting service which launched in 2011 and also heads product management for our MiFID II offeri ...[Read More]

STREAM B: Enhancing Trade Performance

Session currently being confirmed

Alexander Neil, Head of Equity & Derivatives Trading, EFG Bank

David Miller, Head, EMEA Trading, Invesco

Frederic Pons, Head, Equity Trading, Amundi Asset Management

Antonio Pilato, Head, Trading, Generali Investments

 Alexander Neil
Alexander Neil
Head of Equity & Derivatives Trading
EFG Bank
Having made the transition from high-touch sales trading to a low-touch sell-side trading desk and then finally to the buy-side, Alexander has experienced first-hand the evolution of execution methods at a time of rapidly changing trading regulation. He has a keen interest in the growing sophistication of the buy-side (particularly with regards to ...[Read More]

 David Miller
David Miller
Head, EMEA Trading
Invesco
From his experience working at the number 17 firm in the top 20 global assets under management, David will offer insight and contribute on discussions to how current regulations are changing and evolving trading strategies for 2015.He will also how processes and technology need to develop in one of the leading and largest global firms. ...[Read More]

 Frederic Pons
Frederic Pons
Head, Equity Trading
Amundi Asset Management
Amundi Asset Management ranks first in Europe and 9th worldwide among players in asset management with €954.2 billion under management. Frederic is currently co-heading the equity dealing desk at Amundi Intermédiation. In addition to his operational duties, he is also overseeing and developing trading platforms across all asset classes, sticking to ...[Read More]

 Antonio Pilato
Antonio Pilato
Head, Trading
Generali Investments
Antonio has extensive experience in portfolio management and engineering, with a strong knowledge of both managing and trading equities and derivatives. His experience places him in an ideal position to discuss how a top European trading desk is currently managing and adapting to the current regulatory climate and where they are investing to surviv ...[Read More]

STREAM C: ACCELERATOR TRACK – Boosting Trade Speed

FIRE SIDE CHAT: Algo evaluation and development - identifying the best applications for specific algos and how to assess their performance

Abhijeet Gaikwad, Portfolio Manager, Man Group

  • What needs to be evaluated and presented to explain why specific algos are used
  • What are the parameters that are used to evaluate algos performance and how are these calibrated?
  • How can the increased volume of data from algo analysis been actioned for make smarter routing decisions in-house?
  • How have broker’s low-touch capabilities impacted broker choice and triggered more algo and quant development in-house?
  • Automation of algo trades- how is this done in reality?
 Abhijeet Gaikwad
Abhijeet Gaikwad
Portfolio Manager
Man Group
Abhijeet is responsible for managing multi-strategy, multi-asset diversified portfolio trading global macro (futures, fx, etfs) and global cash equities (L/S). He has an extensive and broad asset class expertise with strong understanding of systematic macro and cash equity markets. ...[Read More]

Small Interactive Boardrooms And Workshops

Head Trader Think Tank private reception

Head Trader Think Tank private reception

4:15 PM Afternoon Coffee Break and Networking

Transforming Trading Through Smart Data
4:50 PM FIRE SIDE CHAT: What are the strategies and technologies needed when building a successful quant house?

Ross Garon, Managing Director, Cubist Systematic Strategies

Andrew Simpson, Head of Post Trade, Euronext

  • Product innovation: how electronic markets are opening new areas to systematic strategies
  • Method innovation: how machine learning and artificial intelligence is effecting systematic trading
  • Data innovation: how new data can drive new strategy and risk innovation
  • People innovation: how people from outside the industry can change how we think about problems
 Ross Garon
Ross Garon
Managing Director
Cubist Systematic Strategies
Point72 Asset Management is an American family controlled investment company managing the assets of its founder, Steven A. Cohen. Point72 was established in 2014 as the successor to S.A.C. Capital Advisors. The firm's long/short investment divisions are Point72 Asset Management and Cubist Systematic Strategies, managed by Ross, is it’s quantitative ...[Read More]

Andrew Simpson
Head of Post Trade
Euronext
I am currently Head of Post Trade at Euronext, responsible for the cash and derivatives markets clearing strategy. Prior to that I have held a number of senior roles including COO at RVS and Head of Business Development at EuroCCP, wholly owned sub ...[Read More]

5:10 PM CLOSING KEYNOTE DEBATE: Redefining the future- how is more powerful analysis creating a smarter and more connected equity trading market?

Matt Howell, Senior Trader, T.Rowe Price

Alfred Eskandar, CEO, Portware

Kaylash Patel, Director, EMEA Commercial Markets, Dataminr

Curtis Pfeiffer, Chief Business Officer, Pragma Trading

John Lowrey, Global Head of Electronic Markets in Equities, Citi

Andrew Simpson, Head of Post Trade, Euronext

  • Who are the winners in leveraging data-driven strategies to innovate, compete, and capture value from deep and up-to-real-time information?
  • How does machine learning play into this and help make smarter trading decisions and improved trade performance?
  • Understanding how Project Symphony is playing into this market and helping share content and data internally?
  • How is security addressed with data sharing limitations and regulations?
  • How are new technology breakthroughs affecting the way we do business from the desk through to collaboration of the various market players?
 Matt Howell
Matt Howell
Senior Trader
T.Rowe Price
With a growing focus on leveraging technology internally to drive a more content driven trading desk, Matt evaluates how filtering and distributing information in an efficient and targeted fashion can drive improvements in communication internally and externally to make more collaborative and smart trading decisions. ...[Read More]

 Alfred Eskandar
Alfred Eskandar
CEO
Portware
Portware provides multi-asset trade automation solutions for global equities, futures, options, and FX for quantitative hedge funds, CTA’s, traditional and alternative asset managers, institutional investment firms, pension funds, brokers, and dealers. Alfred was a founding a member of the founding team of buy-side trading platform Liquidnet, and n ...[Read More]

 Kaylash Patel
Kaylash Patel
Director, EMEA Commercial Markets
Dataminr
Dataminr transforms the Twitter stream and other public datasets into actionable alerts, providing must-know information in real-time for clients in Finance, the Public Sector, News, Corporate Security and Crisis Management.They use powerful, proprietary algorithms to instantly analyse all public tweets and other publicly available data to deliver ...[Read More]

 Curtis Pfeiffer
Curtis Pfeiffer
Chief Business Officer
Pragma Trading

 John Lowrey
John Lowrey
Global Head of Electronic Markets in Equities
Citi
John has had a long and distinguished career of over 35 years’ experience in the capital markets in a wide variety of leadership roles. John has been at the forefront of many market innovations and is an acknowledged leader in the automation of trading. He built the market leading algorithmic and high speed trading business at Lehman; founded, as C ...[Read More]

Andrew Simpson
Head of Post Trade
Euronext
I am currently Head of Post Trade at Euronext, responsible for the cash and derivatives markets clearing strategy. Prior to that I have held a number of senior roles including COO at RVS and Head of Business Development at EuroCCP, wholly owned sub ...[Read More]

5:45 PM GUEST SPEAKER KEYNOTE: Big data. New physics. And geospatial data is analytics superfood

Jeff Jonas, Former IBM Fellow, Chief Scientist, Context Computing, Former IBM

As large collections of data come together some very exciting, and somewhat unexpected things happen. As data grows the quality of predictions improve, poor quality data starts to become helpful, and computation can actually get faster as the number of records grows. Now, add to this, the “space-time-travel” data about how things move that are being created by billions of mobile devices and the Internet of Things – what becomes computable is outright amazing. Why is all this so important? What one feeds machines to learn from becomes a distinct competitive advantage. Underperforming algorithms may suddenly start to sing as they are fed more information, in context. The most competitive organizations in equity markets are going to make sense of what they are observing fast enough to do something about it while they are observing it. After this presentation, you will never think about data again the same way.
 Jeff Jonas
Jeff Jonas
Former IBM Fellow, Chief Scientist, Context Computing
Former IBM
Jeff Jonas, Data Scientist, Former IBM Fellow, Serial Entrepreneur. Jonas is an acclaimed data scientist who thrives on solving some of the world’s most complex business challenges. His systems extract useful intelligence from tsunamis of data. These systems tackle high-profile challenges including identifying potential terrorists, detecting fraudu ...[Read More]

6:15 PM Chairperson’s Closing Remarks

Andrew Simpson, Head of Post Trade, Euronext

Andrew Simpson
Head of Post Trade
Euronext
I am currently Head of Post Trade at Euronext, responsible for the cash and derivatives markets clearing strategy. Prior to that I have held a number of senior roles including COO at RVS and Head of Business Development at EuroCCP, wholly owned sub ...[Read More]

6:20 PM TradeTech Europe Networking drinks























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