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 fraudulent behavior in casinos, connecting loved ones after a natural disaster, and earlier detection of surprise asteroids, to name a few. As Founder and Chief Scientist of Systems Research & Development (SRD), Jonas created Non-Obvious Relationship Awareness (NORA) – a sophisticated application which integrates diverse data sources allowing Las Vegas casinos to better understand with whom they were really doing business. This technology caught the eye of In-Q-Tel, the venture capital arm of the CIA, leading to one of two rounds of venture capital for SRD and ultimately led to IBM’s acquisition of SRD in January 2005. IBM continues to use this NORA-class technology (now called IBM InfoSphere Identity Insight) to address world-class problems, e.g., early detection of fraud for a financial services company, saving them $200M to date.
Major (Ret.) Chris Hunter, was one of the most experienced bomb-disabling operators in the British armed forces. During his 17 years in the military he served in a variety of operational counter-IED appointments and saw active service in a number of high threat theatres including Iraq, Afghanistan, Colombia and Northern Ireland.
Chris rounded off his military career as a senior intelligence analyst at the Ministry of Defence. At the time of the London suicide bombings, he was seconded to COBRA, the Cabinet Office's emergency response committee.
Since retiring from the army, Chris has worked as a counter-terrorism consultant, writer and broadcaster. His memoir Eight Lives Down tells the harrowing story of his experiences in Iraq. He is a regular contributor to television and radio news and current affairs programmes.
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 of Audit (Cour des Comptes), becoming an Assistant Judge of the Court in 1982. He was appointed Director General of the Commission des Opérations de Bourse in 1997 and Secretary General of the Autorité des Marchés Financiers on its creation in 2003, holding that position until 2009. He was appointed Chairman of the Autorité des Marchés in August 2012.
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 Monitoring Group. He came from Dutch asset manager APG and held several ancillary (inter)national positions in the field of financial reporting, auditing and corporate governance for representative organisations of institutional investors.
The Rt Hon Nicky Morgan MP served as Education Secretary and Minister for Women and Equalities from July 2014 until 14 July 2016. She served as an Assistant Whip in the coalition government until her appointment as Economic Secretary to the Treasury in October 2013. Nicky served as Financial Secretary to the Treasury and Minister for Women from April until July 2014. She was elected Conservative MP for Loughborough in 2010 and is Loughborough’s voice in Westminster.
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 the business cross asset.
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 the asset spectrum, managing orderflow from different investment processes and geographic locations via a strategic global order management system. He is a key driver of the investment process at Standard Life Investments and is heavily involved in the development of a robust global trading platform designed to maximise the investment opportunities identified by portfolio management professionals. He provides leadership in all aspects of trading, including liquidity and capacity analysis, and sponsors the firm’s approach to continuous improvement in the pursuit of best execution through the extensive use of Transaction Cost Analysis.
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 is able to share knowledge on how effective trading analysis, in both high touch and electronic trading can improve trading performance and reduce costs in global markets.
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 European and Global Equity portfolios. He also currently runs a book in GLG’s European and Global Long-Short strategies.
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. Neil is Co-chair of EMEA FIX Trading Community and a Senior Trader J.P. Morgan Asset Management, with extensive expertise and knowledge of trading technologies, with a core focus now of equity trading and best execution.
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 investing business.
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 implementing an innovative sector trading approach. By encouraging portfolio construction, Mike looks to improve intellectual capital on the trading desk as well as increasing smart trading.
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 markets for a multilateral development bank in Washington DC. He worked for leading global banks (asset securitization and sales OTC derivatives) in New York (Royal Bank of Scotland), London (Royal Bank of Scotland, ABN AMRO, Bank of Tokyo Mitsubishi, and Banco Santander) and Madrid (Banco Español de Crédito).
ATP is Denmark's biggest pension fund, managing AUM of €522 million. Niels is responsible for short term Danish ("Trading") portfolio (horizon <3 months) and execution for the Danish equities portfolio. The "Trading" portfolio is a long/short portfolio in the most liquid Danish equities. He has a core responsibilities for performance and return on capital, with a major focus on TCA performance.
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 interacting with blocks.
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 whole capital markets legislative package during the Greek Presidency of the European Union (first semester 2014), Chairman of the working group on the benchmark Regulation. One of the two European Regional Committee (ERC) representatives to the IOSCO Board.
Stéphane is CEO and Chairman of the Managing Board of Euronext, the pan-European stock exchange operating regulated markets in Amsterdam, Brussels, Lisbon, London and Paris. Before joining Euronext, Stéphane Boujnah was Head of Santander Global Banking and Markets for continental Europe. From 2005 to 2010, he was Managing Director at Deutsche Bank responsible for the development of the investment banking operations in France. Previously he founded KM5 Capital, an advisory company specialized in equity raising and M&A advice for venture capital funds and innovative technology companies. From 2000 to 2002, he was Director of the European M&A team of Credit Suisse First Boston Technology Group in Palo Alto and London. From 1997 to 1999, Stéphane Boujnah was senior adviser to the French Minister for Economy, Finance and Industry, Dominique Strauss-Kahn. He started his carrier in 1991 as a business lawyer at Freshfields.
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 management. Matthew heads up the firm as has had a long career of invention and innovation in financial products and trading across geographies and asset classes.
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 allocation decisions.
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 the business.
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 European Council, the European Parliament and the European Commission and advising on the implementation at national level of the covered EU legislation.
Jonathan is responsible for handling the systematic trading process for Fidelity Intl. for Europe, US and Emerging Markets largely falling into 3 broad categories: Derivatives - Responsible for options trading, including index and single-stock option strategies, as well as futures trading, including rolls, Programmes - Primarily responsible for basket trading for Fidelity fund managers, including shorter time-frame re-weightings and longer time-frame transitions, Electronic Trading - Primarily responsible for low-touch trading, collating data, researching algo brokers & strategies, and profiling dark & lit venues for the EMEAA region.
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 on financial economics and market structure.
John Adam is the Global Head of Product Strategy at Portware. He has over 18 years of experience in financial services technology. Prior to Portware, John held various roles at Liquidnet, including Director of Product Management and Director of Corporate Strategy. He also held product and sales engineering roles at NEON, Sybase, and Slam Dunk Networks. John holds a B.A. in International Relations from the Maxwell School at Syracuse University. Specialties: Product Management, Equity Trading, EMS
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, and leads the change and business management team, responsible for regulatory implementation, front office technology implementation, business integration and efficiency.
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 now acts as CEO. Today, Portware's managed-assets total is $10 trillion, payback on product initiatives like Alpha Vision, which introduced real-time predictive analytics to the process of optimizing execution strategy.
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 Investment Banking Association and participated on a wide range of key advisory and policy groups within the financial services sector. His current responsibility with be to further develop Turquoise’s growing equities platform.
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.
David is responsible for managing the Pan European team of Executive Interviewers to maximise the quality and quantity of information obtained for the core Equity, Fixed Income, FX, Commercial Banking and Investment Management studies.
In a market generating increasing amounts of data, Tom discusses how real-time microstructrure analytics and trading optimisation platforms can enhance decision making and improve performance for top global institutions and hedge funds worldwide. With previous experience with buy side firms and tier one sell side firms where he developed models at Barcap and bear sterns, he has a solid understanding of buy side requirements for comprehensive analytics to make better trading decision.
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 positions at IBM and Reuters.
Joe has over 24 years' experience trading in institutional financial markets both in Australia and globally. Joe was initially responsible for global Toshin Fund trading and led the creation of the global dealing capability for AMP Capital's REIT and listed infrastructure joint venture with Brookfield. In 2014 Joe moved into his current role with the firm as Global Head of Dealing and Exposure Management. In this role Joe oversees a global team responsible for all dealing in liquid assets as well as rebalancing and exposure management of the firm’s range of multi asset funds.
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, Corillian and Reuters.
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 domain demands (AML, Financial Crime, Data Protection, Sanctions etc).
Tim’s primary role is to develop the international Prime Brokerage platform and manage the international sales team. Tim began his career at Tilney Investment Management and then spent over 5 years at the London Stock Exchange, where he managed the ETF and structured products platform and latterly was involved in the launch of Russian derivatives on Turquoise Derivatives (then EDX). Tim moved to the sell side joining Renaissance Capital to develop structured products, later equity sales. Prior to joining BCS, Tim was at Otkritie Securities Limited where he developed and built up the DMA/prime brokerage platform.
Richard is responsible for Business Development and Marketing at CurveGlobal. In addition to growing CurevGlobal’s footprint within the Dealer, Market Maker, Bank, Hedge Fund, CTA, Insurance and Asset Management Community, he is tasked with identifying the core market requirements from these firms as they seek to evolve their businesses in response to competitive pressure, regulatory change and other market forces.
Richard has spent 25 years in financial markets in a variety of sales, business development and marketing roles. Most recently he led client clearing sales at LCH; in his five year tenure he saw SwapClear grow its client clearing business fifteen-hundredfold, from $240Bn at the end 2011 to $360Trn in the summer of 2016. Richard arrived from Nomura where, among other responsibilities, he launched and ran Nomura’s managed account platform. Richard spent nine years in San Francisco working in a sales and marketing capacity for several FinTech firms; including Infinity Financial Technology (acquired by SunGard in 1998), Calypso and most recently Traiana. Richard began his career in Capital Markets at Swiss Bank in London. Richard holds a PhD in Artificial Intelligence and a B.Sc (Eng) in Aerospace Systems Engineering
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 competition and guarantee fair access to all participants. The Association voices the opinions of its members to legislators and regulators in Brussels and the EU member states, helping to guide legislation through a better understanding of trading practices.
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 development, MTFs, Dark Pools, Crossing Networks and trading technology.
Rebecca is considered to be one of Europe's leading industry voices on market structure, regulatory reform, and financial services technology. She has authored a plethora of qualitative research reports and commentary covering the impact of market regulation on all asset classes, changing market structure and developments in dark pools, HFT, and surveillance.
Andrew is responsible for the cash and derivatives markets clearing strategy. Prior to this he held a number of senior roles including COO at RVS and Head of Business Development at EuroCCP, wholly owned subsidiary of the US based Depository Trust and Clearing Corp (DTCC). Other roles have included interim COO at Swiss Exchange Europe, contract roles for investment banks, MTFs and electronic trading system vendors delivering strategy and change management relating to trading, post-trade and regulation. He was also at the Financial Services Authority (FSA) where he was Head of IT Strategy and Programme Management for the Wholesale Business, focussing on strategy, operational change, the Markets In Financial Instruments Directive (MiFID), Transactions Reporting, Trade Reporting and pre/ post trade transparency (inc the development of Dark Pools).
Philip Allison, Chief Executive Officer of KCG Europe Limited, leads the operations and strategic direction for KCG’s agency-execution and market-making businesses in the region.
Phil joined KCG in 2014 after a 17-year career at UBS, most recently as Global Head of Cash Equities and EMEA Head of Equities, responsible for operations across more than 30 countries.
He started at UBS in 1997 trading derivatives and index arbitrage strategies in the UK and, later, ETFs in the U.S. In 2002, Phil became responsible for global statistical proprietary trading and client algorithmic trading in Europe. Phil expanded his responsibilities in 2006 to include automated market making and statistical model development for global cash equities. UBS appointed him the Head of European Client Trading and Execution in 2008, responsible for cash, sales, portfolio and electronic trading in the region. In 2010 he became Global Head of Cash Equities, and additionally in March 2012, EMEA Head of Equities, serving on the boards of UBS Ltd and the Association for Financial Markets in Europe.
Phil has a degree in mathematics from Cambridge University.
Widely regarded as a leading pioneer in the development of electronic trading and market structures, Richard currently serves as an advisor to CSS Compliance Solutions Strategies, non-executive Director of BATS Trading, and non-executive Director of SAXO Capital Markets. In 2005 he was elected by his industry peers to serve as Global Co-Chair of FPL, the organisation responsible for setting industry standards for electronic trading, for whom he continues to act as a Director.
Richard has held a number of senior positions including CEO of Instinet Europe, Global Head of Electronic Trading at Credit Suisse, COO for trading at BZW, CEO of the City Group for Smaller Companies, and Head of National Market Development at the London Stock Exchange. He has successfully led major re-organisation and infrastructure projects, as well as industry leading new business initiatives.
Paolo runs a well established and successful ETF team based in London, in Munich and in Milan at UniCredit. They are Authorized Participant for all ETFs issued by all ETF issuers (Amundi, Comstage, db x-trackers, EasyETF, ETF Securities, DekaETF, HSBC ETF, Invesco Powershares, iShares, Lyxor, Ossiam, RBS, Source, SPDR, UBS ETF, Vanguard) and Market Maker on all asset classes listed on different European Exchanges (ie. London Stock Exchange Borsa Italiana, Deutsche Boerse, NYSE Euronext). For 10 years in a row UniCredit has been rated as number 1 ETF house from Deutsche Risk Magazine and also Best Market Maker in the ETF Awards from Portfolio International.
John is a creative technology disruptor, strategist, business analyst, developer and manager. He works with multiple asset classes (fx, fixed income, equities, futures, options, money markets) building out electronic trading and the necessary workflow and business process changes. He specializes in digital transformation, fixed income trading, strategy for trading systems/processes, market microstructure, OMS & EMS integration, ecosystem integration, connectivity, project management, business analysis, real-time systems and vendor relationship 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 group.
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 Equity Derivatives Trader at Nomura.
Sarah serves as Executive Director of Electronic Client Solutions at J.P. Morgan. She is responsible for electronic trading product development for exchange based products globally, focusing on the prime brokerage and hedge fund distribution channels in J.P. Morgan's Investment Bank. Sarah joined J.P. Morgan in 1999 and spent several years in Foreign Exchange and Equity Derivatives in various roles including project management and technology development
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 successfully integrated the BATS Europe and Chi-X Europe MTFs, capped by the seamless move of Chi-X Europe’s trading books to BATS’ technology platform.
Essentia’s decision support software enables fund managers to capture richer data about their own behaviour, while improving the productivity and referenceability of their investment processes. Clare has spent 10 years as a fund manager, both active equity – running over $1bn of pension funds for Deutsche Asset Management – and hedge – as founder and CIO of Avocet Capital Management, a specialist tech fund manager. She ultimately “went native” into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare’s vision for Essentia is based on years of being the customer, followed by years of listening to the customer.
Duncan is focused on explaining the algorithmic execution, electronic liquidity access products and the Triton EMS to his European clients. With his previous experience at the multi-lateral trading facility Turquoise, Duncan offers extensive industry experience on electronic execution and the intelligent tools that are available to the market.
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.
Anthony is the Founder and CEO of Hyannis Port Research (“HPR”), a company focused on modernizing the next generation of electronic markets. Prior to HPR, Anthony served as Chief Technology Officer of Lime Brokerage LLC, Development Manager at Juniper Networks, Founder of Zetari, Inc. and GammaGraphX, and has eight patents currently issued or pending. Anthony earned a B.S. in Electrical Engineering from the Massachusetts Institute of Technology (MIT).
Chris Jackson has over 20 years of experience in electronic trading in various global roles. He is currently Head of Liquidnet’s EMEA’s Execution and Quantitative Services Group which involves setting the strategic direction of the European Trading Desk and Algorithmic Services Group, as well as heading up the senior sales effort for Liquidnet’s global algorithmic offering with European clients.
Chris joined Liquidnet from Citi where he was Head of Execution Sales, EMEA. Prior to Citi, Chris spent twelve years at Merrill Lynch where he was latterly Head of Sales across program, transitions and electronic trading. Chris started his career at SBC Warburg in 1995, where for two years he worked in the EMEA Portfolio Sales and sales trading team.
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 really impacts front office activities.
Benjamin is a behavioural finance/decision making specialist who provides expertise to asset managers, hedge funds and sovereign wealth funds on their investment processes, specifically on how cognitive biases impact the investment process and designing the tools and strategies to remove them. Previously, he was a macroeconomist within the BlackRock Investment Institute focusing on long term investable trends and was also responsible for leading the group’s behavioral finance research.
Jo has been working in the financial futures and options markets for over 20 years. Having started out on the LIFFE floor as an arbitrage agent in the bund pit she made the transition to screen trading for Marquette Partners, a proprietary group and market maker with offices in Chicago and London. Jo left Marquette to set up her own trading company before moving into the broking space, again setting up her own business based on her acquired network of clients. Jo has extensive experience in a wide group of asset classes and services a blue chip customer base that relies particularly on her product knowledge and execution skills. Jo is a member of WILD and 100 Women in Finance.
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.
SourceETF is a London based ETF manager. Juergen is responsible for strategic relationships with authorised participants, brokers, dealers and market makers. He works with investors to identify the most cost effective and efficient ways to buy and sell Source products, both in general and for specific trades. Before joining Source, Juergen worked at iShares and was responsible for capital markets in German-speaking Europe, Eastern Europe and the Nordics.
Juan holds an Industrial Engineer degree by ETSII Bilbao & Master of Science in “Robotics and Advanced Manufacturing Technologies” at the Cranfield Institute of Technology along with a MBA at INSIDE – Universidad de Deusto. Juan Manuel is Founder & CEO at Fonetic, a RegTech company headquartered in Madrid. Under his tenure Fonetic has grown to more than 100 employees and expanded its operations to New York, London, Melbourne.
Otkritie Capital is the UK subsidiary of Russia’s largest privately owned financial group, Bank Otkritie Financial Corporation, which is Russia’s fifth-largest bank by assets. Otkritie Capital has been present in the UK for 10 years and is regulated by the Financial Conduct Authority.Grigoriy is responsible for taking out the difficulties for their clients when trading is Russia with a strong understanding of macroeconomics, political developments, liquidity opportunities and market structure.
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 trading, his focus is on trading in Equities, Foreign Exchange and Fixed Income and driving innovation and smarter trading within the asset manager landscape.
Robert joined SIX Swiss Exchange in September 2015 as Head Equity Product Management. He brought with him over 15 years of experience in building and designing equity trading platforms and connectivity solutions around the world. After starting his work with EFA Software developing trading systems for global emerging markets, he moved to London from his home in Canada in 2002. He then joined agency broker Instinet and went on to run development in Europe for them including leading development on the CHI-X trading platform prior to its launch in 2007. He then spent time at Liquidnet working on development of the largest block trading platform in Europe. Prior to joining SIX Swiss Exchange Robert Cranston held the position of Global Head of Product for Direct Feeds at Thomson Reuters.
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. Jeremy is responsible for economic forecasting, ideas generation for Multi Asset Investing and detailed analysis to support the House View. He also contributes to Standard Life Investments’ successful Global Publications.
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 Hedge Fund to a successful Financial Technology provider. As a SENIOR MANAGER for RADIANZ, Stephane built the business and a successful team from scratch throughout Europe opening offices in multiple countries and bringing more than 1200 clients into the Radianz Cloud community within 5 years. The Radianz business was sold to BT in 2005 in a nine-digit deal generating impressive returns for shareholders.
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 compliant way.
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 CEO of Chi-X Global, a number of exchanges in Asia; and, created a messaging infrastructure, information and data company, MarketPrizm, which was sold to Colt Telecommunications in 2011.
Cathryn is a Non-Executive Director for DB UK Bank helping supervise all ctivities of the UK Bank, as well as founding WILD (Women in Listed Derivatives) which aspires to promote networking and relationship-building among women in derivatives management . Their mission is to highlight industry role models, encourage career advancement and collectively underscore the prominence of women in listed derivatives.
Former global head of trading at the leading buy side firm Schroders, Rob has now specialized in Fintech, running the advisory firm ZigIQ. He has over 25 years of experience in global markets as a senior trader and portfolio manager and followed his passion for managing risk, contributing to fund performance, and building teams and processes that are the best in the industry. Over the past decade he has worked to improve the institutional trading landscape for the benefit of funds and the buy side community by focusing on transparency, reducing information leakage, and adding value in the investment process.
Adam De Rose joined Eze Software Group in January 2014 and is now a Product Manager focusing on MiFID II and Best Execution. Previously, he was responsible for selling Eze EMS to hedge funds and asset managers in Europe, and prior to that was a Sales Engineer across the wider Eze Software Investment Suite. Prior to Eze Software, Adam worked at TradingScreen on U.K. Hedge Fund EMS sales from 2012 to 2014. In 2009, Adam was part of a team that launched Javelin Capital, a long-short equity hedge fund, where he was responsible for technology platform selection during launch and subsequently became head of trading. The launch team came from Goldman Sachs Asset Management, where Adam spent two years on the portfolio construction team attached to $8bn of AUM in Emerging Markets and BRICs funds. Adam graduated in 2001 from the University of Birmingham and has a BSc in Money, Banking and Finance.
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 platform to automate, streamline and globalise trading to deliver the best possible execution for their clients.
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.
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 Securities in Tokyo in Electronic Trading Sales. He started his career as a research analyst in the investment banking division at the Development Bank of Singapore in Singapore and Bangkok. Mr. Mollemans has a Bachelor of Commerce degree (Finance) from the University of British Columbia, a Ph.D. in Econometrics from Macquarie University (Japan), is a CFA® charterholder and a Chartered Market Technician (CMT).
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 on alternative risk premia and hedge fund beta strategies. He is responsible for trading, implementation and portfolio management. Prior to this role, Christian worked for Equity Quantitative Trading. Christian has an MSc in Mathematics from Imperial College.
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 new ways of trading large blocks and how the dark space will adapt) and he is very excited to see how the industry as a whole can change further, as new rules and new technologies converge.
Mark is former Global Head of Trading at the leading buy side firm Fidelity International. He founded BIPs Global which is a consultancy firm finding basis points and ready to assist investment management firms, which recognise the potential to improve their performance by applying the core elements of the “ best execution” process obligations to their whole investment process, end to end.
Tom is responsible for all the trading sales activity for the organisation outside of Russia for Derivatives, Equities, Bonds and FX and in charge of a team split between Moscow and Zurich. The primary goal of the position is to drive trading in Ruble instruments back to the Moscow Exchange by building awareness of the platform and its trading benefits. This is mainly done through sales activity such as client meetings and speaking at industry events and forums.
The Candriam trading team is a fully integrated multi-asset desk working with one core order management system across various global asset classes: equities, bonds, currencies and derivatives; it is balanced between individual expertise (equities, bonds) and multitasking (currencies, derivatives). Fabien manages a highly experienced execution desk centralizing orders from different business units and various locations. His priorities are to continue multi-asset integration, improve cooperation between traders, find liquidity optimally, use the most appropriate ways to trade different types of orders, strengthen transaction cost analysis, reduce the cost of execution and maintain a high level of trading efficiency for Candriam portfolio managers.
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 Instinet, Richard spent 9 years on the Buyside - starting his career at Gartmore Investment Management.
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 the earliest alerts for breaking news and real-world events.
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 best trading standards.
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.
As CCO, Henry is in charge of client success, commercial strategy, partnerships and on-boarding. He chairs the Client Council and is responsible for the Red Deer Data Store. Henry joined Red Deer in 2016 from Traiana, a market infrastructure technology firm for trade processing and risk management, where he was Head of Product, Credit and Risk. Prior to this, he served as Senior Director, Business and Commercial Development at Advent Software, an award winning portfolio management, research management and accounting solution provider. He joined Advent with the acquisition of Syncova, where as part of the executive team, he helped develop the business from its early stages into a leading provider of margin and financing solutions to buy and sell-side firms.
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. Under Mark’s leadership the business in EMEA has grown business by over 150% as a result of strengthening relationships with institutional members, increasing its UK and Continental European footprint, driving innovation and improving member behaviour. Mark gives back to the community through his role as Chairman of the October Club – a committee of city brokers who run annual fundraising events for fledging charities in the UK. Since the club launched in 1987, the committee has raised over £10.5 million for transformational projects enabling small charities to kick-start groundbreaking research, raise their profiles and expand their reach to support those in need.
Henry joined Susquehanna in February 2007, initially market making the precious metals and commodity ETFs/ETCs. Since 2009, Henry has lead the ETF sales desk, and his team of 5 sales traders provides prices to a pan-European network of buy-side and sell-side counterparties across the broad suite of equity, fixed income and commodity tracking products from all the main ETF issuers.
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 and has over 14 years’ experience in the software industry.
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 execution desk at Brevan Howard after spending six years at Morgan Stanley on a multi asset class trading desk in Private Wealth Management.
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 integration opportunities across product lines and defining new product offerings. Ralston is knowledgeable in the areas of equities trading technology and the corresponding trading strategies that leverage product advances.
Co-founded with a former client, RSRCHXchange introduces to the industry the first online marketplace for institutional research designed to improve how research is bought and sold: RSRCHX. With their combined 25 years experience in equity markets, on the buy- and the sell-side, they are familiar with the benefits and challenges of distributing and consuming research. They endeavour to be a disruptive force in the market for research, providing a new solution for the industry to access and pay for research.
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 liquidity can be found . He is looking to continue developing their technology, market expertise and to provide transparency to their clients.
David took on responsibility for the European Prime Clearing business for equities and listed derivatives and in 2016, took on additional responsibility for Market Structure Sales across the EMEA Equities business.Prior to joining the firm, David worked at the London Stock Exchange (LSE) from 1997 to 2010. He was responsible for running Market Regulation from 2002 to 2004 and Product Management and Development from 2004 to 2006. David served on the LSE Executive Committee from 2006, responsible for Primary and Secondary Markets Trading, and until he left, led the LSE Group Strategy and Planning function.
AlgoDynamix is an innovative risk analytics company that detects disruptive events in global financial markets and anticipates price movements hours or days in advance of the event. They enable asset managers to preserve their assets under management and improve multiple portfolio metrics including lower volatility and higher returns.
Julia founded Streets Consulting, the business development, marketing and communications FinTech consultancy, that represents a fast-growing list of international financial services, technology and B2B organisations across the UK, across Europe, North America, SE Asia and Australia. Having held previous positions at NYSE Technologies and Instinet, she using her marketing communications skills to help support her clients with business development, marketing and communications. In 2013, Brummell Magazine named Julia one of their 30 Inspirational Women on Boards and in 2014 one of their 30 Inspirational Women Entrepreneurs. This year, Innovate Finance listed Julia one of their 100 Women in FinTech. Julia writes a monthly column for the Chartered Institute of Management Accountants ‘FM Magazine’ and is the author of 'The Lingua Franca of the Corporate Banker', lampooning corporate jargon. She is also a public speaker, auctioneer and stand-up comedian.
Robin Strong is a Managing Director for Convergex’s Westminster Research Associates (WRA), an industry leading investment research and commission management provider. He is responsible for delivering Westminster’s unbundling and MiFID II compliant solutions to its growing client base. He is also responsible for expanding Westminster’s broad range of commission management, research payment and outsourcing services to buy and sell-side investment firms across the U.S. and Europe. Robin also plays a key role in preparing the firm’s clients for reforms outlined in MiFID II, one of which requires firms to manage payments for research through Research Payment Accounts (RPAs) or to pay for the research directly.
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.
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, TCA and quantitative finance. He regularly participates in financial industry panel discussions as well as private and public briefings where he draws on evidence based on the LiquidMetrix ongoing research into financial market micro structure, with an emphasis on HFT and modern algorithmic trading.
Marcus is an expert in Financial Services Markets and related areas, with a particular expertise in strategy, analysis and implementation. He has worked and consulted for a wide range of Banks, Asset Managers and Stock Exchanges, with recent projects in deliveries relating to MiFID II / MiFIR, EMIR, Dodd-Frank & CPSS IOSCO. He has an extensive knowledge of Equities, Fixed Income, FX, derivatives and Commodities and an expert knowledge of trading and electronic trading platforms, whether algorithmic or crossing / block matching.
Fiona is Head of the DBUK Bank CEO Office and an Executive Board Director of Deutsche Trustee Company Ltd. She has extensive international experience on both the buy and sell side. Prior roles involved investing and trading a total return portfolio and fixed income sales. Fiona was recently highlighted as one of the up and coming female leaders of DB and selected to attend the bank’s talent acceleration programme, Women Global Leaders, run by INSEAD.
Juan Manuel Soto holds an Industrial Engineer degree by ETSII Bilbao & Master of Science in “Robotics and Advanced Manufacturing Technologies” at the Cranfield Institute of Technology along with a MBA at INSIDE – Universidad de Deusto. Juan Manuel is Founder & CEO at Fonetic, a RegTech company headquartered in Madrid. Under his tenure Fonetic has grown to more than 100 employees and expanded its operations to New York, London, Melbourne
James has worked as Head of Trading at both a Hedge Fund and a Long Only Asset Manager. He was Head of Trading for nine years at SocGen Tourmaline and then, most recently, for nearly four years at Troy Asset Management. He now works as a consultant for a leading asset manager in London on Best Execution, Market Structure and Use of Dealing Commissions. James started his career on the sellside where his first job was in Paris as a research analyst at the Caisse des Depots. He then moved into sales and trading at BZW and later at Societe Generale in London.
Rob Flatley is Managing Director and Global Head of Equities at IHS Markit. Rob was the founder and CEO of CoreOne Technologies, a provider financial data creation, aggregation, management and distribution services acquired by Markit in 2015. Until February 2010, Rob served as both Managing Director and Global Head of Electronic Trading and Global Head of Autobahn Equity at Deutsche Bank, the bank's algorithmic trading business. Prior to Deutsche Bank, Rob was Managing Director of Electronic Trading Services for Bank of America. As a vendor to the financial services community, Rob served as COO of Boston based OMS vendor Macgregor and as SVP, Worldwide Sales and Marketing at FTI, the predecessor of GoldenSource. Rob has served on numerous boards including Bats Global Markets and Bids Trading.