TradeTech Europe 2020

21 - 23 April, 2020

Palais des Congrès de Paris

+44(0)2073689836

Day 1: Wednesday 24th April 2019

8:30 am - 8:35 am Opening Welcome from Susie Benaim, Conference Director

8:35 am - 8:40 am Opening Chairman Remarks

Richard Balarkas, CEO at Quendon Consulting

Richard Balarkas

CEO
Quendon Consulting

8:40 am - 9:00 am KEYNOTE BUY SIDE ADDRESS: ‘Leading the way through change – how can you create a dynamic team structure and trading strategy that encourages constant innovation and adaptability to growth on a global scale?'

-          What skill set is required from the trading floor now compared to the last decade? How has your trading team had to adjust?
-          How has the Blackrock global trading team benefited from diversity and in getting teams to think differently- what can this really bring to your organisation?
-          What are most leadership teams missing regarding talent and skill set?
-          How can you attract and integrate diversity into leadership to better groom your talent?
-          How has Blackrock leveraged a dynamic organisational structure and leadership to create a global solution to the market?
Supurna VedBrat, Global Head, Trading at BlackRock

Supurna VedBrat

Global Head, Trading
BlackRock

Richard Parsons, CEO at Instinet Europe

Richard Parsons

CEO
Instinet Europe

- One year of MIFID II behind us, what was the biggest paradigm shift in 2018 and was it positive or negative?
- Given the shifts in market structure, how have routing behaviours changed post MiFID II? What percent of your volume is traded internally (SI, CRB match, market making); crossed via periodic auction or dark pool, ELP, and open market? How do you see this evolving?
- Where are you allocating your resources for 2019? How are you connecting to new trading venues, managing resourcing constraints and keeping up to date with a constantly changing market structure? How are brokers diversifying and innovating? Do their products cater for the new market requirements?
- We see what has happened to exchanges in the US. What is the future of the traditional exchanges in terms of liquidity, and where do you see their future?
- Where do you see the next paradigm shift coming from? How is your firm positioning itself to capture its benefits?
Lynn Challenger, Global Head, Trading and Order Generation at UBS AM O’Connor

Lynn Challenger

Global Head, Trading and Order Generation
UBS AM O’Connor

Mark Pumfrey, Head of EMEA, Global Head of Sales at Liquidnet

Mark Pumfrey

Head of EMEA, Global Head of Sales
Liquidnet

Richard Semark, Head, European Client Strategy and Head of UBS MTF at UBS

Richard Semark

Head, European Client Strategy and Head of UBS MTF
UBS

James Hilton, Head of Sales, EMEA, for Advanced Execution Services (AES) at Credit Suisse

James Hilton

Head of Sales, EMEA, for Advanced Execution Services (AES)
Credit Suisse

Tony Shaw, Executive Director, London Office at SIX

Tony Shaw

Executive Director, London Office
SIX

James Baugh, Head, EMEA Market Structure at Citgroup

James Baugh

Head, EMEA Market Structure
Citgroup

9:35 am - 10:10 am ALL STAR PANEL: How have market makers, SIs and alternative liquidity sources advanced in light of more robust pre-trade transparency, improved price efficiency and rigorous best execution demands and what are the right questions to ask your brokers to remain complaint?

-          How has the SI market evolved from 2018 into 2019? What are the data and regulators saying about SIs ability to adhere to best execution requirements?
-          How does current SI behaviour align with buy side requirements? How can market making mechanisms be detected and prevented?
-          What are the best strategies to access all SI’s and match in a more streamlined, straight forward way?
-          Are Sis and ALPs really providing new liquidity and if so how?
-          What are the new ALPs offering and how are they different? How can there quality best be compared and evaluated?
-          Where are the buy side falling short when trying to understand and evaluate their SI use?
Tilman Lueder, Head, Securities Markets Unit, DG FISMA, Securities Markets at European Commission

Tilman Lueder

Head, Securities Markets Unit, DG FISMA, Securities Markets
European Commission

Slawomir Rzeszotko, Head, Institutional Sales & Trading at Jane Street

Slawomir Rzeszotko

Head, Institutional Sales & Trading
Jane Street

Rick van Leeuwen, Head, Institutional Trading at IMC

Rick van Leeuwen

Head, Institutional Trading
IMC

Kjelle Blom, COO at Optiver

Kjelle Blom

COO
Optiver

Adriano Pace, Managing Director, Head of Equities EU at Tradeweb

Adriano Pace

Managing Director, Head of Equities EU
Tradeweb

Richard Balarkas, CEO at Quendon Consulting

Richard Balarkas

CEO
Quendon Consulting

10:10 am - 10:50 am Morning break

10:10 am - 10:50 am Credit Suisse private workshop Invite only

-          What are the differences with the various SI models and ALPs? Business models, commission structures and offerings evaluated
-          How can the market truly action the data now provided to drive best execution and how are brokers/providers aiding this transparency?
-          How can you monitor activity and really know what behaviour is (good or bad) and how are the regulators really surveying them?
-          What are the current and future efforts for the buy side and providers to work better together to obtain and analyse this data?
-          How can the buy side build a standardised evaluation profile for bank/brokers/market maker/ SIs?
-          How are providers reporting activity and disclosing who is on the other side?
Matthew McLoughlin, Partner, Head of Trading at Liontrust

Matthew McLoughlin

Partner, Head of Trading
Liontrust

Eric Cadogan, Head, Trading, Americas at AMP Capital

Eric Cadogan

Head, Trading, Americas
AMP Capital

Jonathan Finney, Director, European Business Development at Citadel Securities

Jonathan Finney

Director, European Business Development
Citadel Securities

Simon Dove, Head, Liquidity & Managing Director at Tower Research Capital Europe

Simon Dove

Head, Liquidity & Managing Director
Tower Research Capital Europe

Jigar Patel, Global Head, Business Development at XTX Markets

Jigar Patel

Global Head, Business Development
XTX Markets

Richard Balarkas, CEO at Quendon Consulting

Richard Balarkas

CEO
Quendon Consulting

11:25 am - 11:40 am REGULATORY KEYNOTE FIRE SIDE CHAT: Has MiFID II met expectations and have European securities markets evolved for better or worse?

-          What can be deduced from the pre and post trade data generated from MiFID II reporting and is this as expected by the regulators?
-          How has the double volume cap affected equity trading in the EU?  What are the most innovative trading protocols currently available to the buy-side? Are they all MiFID II compliant?  
-          Has MiFID II given rise to better execution, has it lowered the cost of executing a trade and made EU securities markets more competitive?
-          How are the regulators going to use MiFID II market data this information to continue to drive market transparency and efficiency?
-          What future initiatives might be necessary to provide for more innovation and more competitive markets (CMU)?
Tilman Lueder, Head, Securities Markets Unit, DG FISMA, Securities Markets at European Commission

Tilman Lueder

Head, Securities Markets Unit, DG FISMA, Securities Markets
European Commission

Richard Balarkas, CEO at Quendon Consulting

Richard Balarkas

CEO
Quendon Consulting

-          Where are the opportunities being seen in the market given the constantly evolving regulatory landscape and how are the leading brokers preparing for long term survival?
-          Given commission squeezes, what is now required from broker services and how does this look to change over the next 5 years?
-          What does innovation look like from the broker and trading community regarding new product offerings, market coverage, market structure insight etc.?
-          Given growing restrictions on balance sheets and handling risk, how will they continue to manage profit margins, maintain quality of services and truly compete in this increasingly competitive market?
-          How does differentiation and specialism play into the evolving asset management and broker/execution landscape and what do the winners look like?
Mark Spanbroek, Chairman at FIA European Principal Traders Association (EPTA)

Mark Spanbroek

Chairman
FIA European Principal Traders Association (EPTA)

Rick Lacaille, Global Chief Investment Officer at SSGA

Rick Lacaille

Global Chief Investment Officer
SSGA

Duncan Higgins, Head, Electronic Products, EMEA at Virtu Financial

Duncan Higgins

Head, Electronic Products, EMEA
Virtu Financial

Simon Taylor, Head of Electronic Execution, Equities at SEB

Simon Taylor

Head of Electronic Execution, Equities
SEB

Antoine Bisson, Head, Execution at Exane BNP Paribas

Antoine Bisson

Head, Execution
Exane BNP Paribas

Matthew Cousens, Managing Director, Head, Equity Execution Sales, EMEA at Barclays

Matthew Cousens

Managing Director, Head, Equity Execution Sales, EMEA
Barclays

Steve Williams, General Manager at Fixnetix

Steve Williams

General Manager
Fixnetix

-          Defining diversity – what does it mean for different organisations?
-          Matching skill set, talent development and organisation objectives- what are the real challenges this industry faces and how are things changing?
-          How can the trading role be made as a more attractive career route to more diverse groups?
-          What is the newer skill set requirements for successful trading desks and how can diversity fit into this?
-          Practical examples of how to refine the recruitment, hiring and retention lifecycle? How can you do this when under extreme time constraints?
-          What still needs to be done for your desk and what are the next steps?
Sharon Persia, Chief of Staff at UBS Investment Bank

Sharon Persia

Chief of Staff
UBS Investment Bank

Supurna VedBrat, Global Head, Trading at BlackRock

Supurna VedBrat

Global Head, Trading
BlackRock

Alison Hollingshead, Chief of Staff, Trading Platform & Core Technology at Man Group

Alison Hollingshead

Chief of Staff, Trading Platform & Core Technology
Man Group

Andreas Wollheim, Head, Trading and Treasury at SEB Asset Management

Andreas Wollheim

Head, Trading and Treasury
SEB Asset Management

Fabien Oreve, Global Head, Trading at Candriam

Fabien Oreve

Global Head, Trading
Candriam

Alexandra Foster, Director, Insurance, Wealth Management & Financial Services at BT

Alexandra Foster

Director, Insurance, Wealth Management & Financial Services
BT

1:10 pm - 2:10 pm Lunch & Move into streams

1:10 pm - 2:10 pm DIVERSITY AND INCLUSION WORKING GROUP LUNCH: How to attract, train and retain a more a more diverse and inclusive workforce to thrive in the new market order

Limited to 40 contributors so email Susie.benaim@wbr.co.uk to reserve your space.
-          How can you and the industry better encourage women to join asset and fund management roles?
-          Given the current trading market, how can market participants encourage change whilst lowering the fear involved? – practical examples on successes
-          What are the measurable and non quantifiable benefits currently seen from having a truly diverse work force?
-          The generational shift - Where trading is not seen as a technological role, how can you change this?
                                                                                                                    
 Hosted by: UBS

Group 5

Moderator: Richard Balarkas, CEO, Quendon Consulting

STREAM A: Applying Smart Trade Analytics

2:10 pm - 2:30 pm FIRE SIDE CHAT: Establishing a systematic trading approach in 2019 - how can you succeed in the search of quants and put into place the required infrastructure?
-          What is needed on the desk to ensure sufficient and good quality data feeds from the portfolio manager into a smart trade?
-          What are the improvements needed to improve this infrastructure and process?
-          Regarding costs, does it make sense to become systematic- if not, why?
-          How is technology currently serving the quant trading function?
-          Practical examples of how systematic trading has improved strategy selection, including segmenting flow, automating and integrating risk flow
Jon Glennie, Global Head of Equities Trading Technology at JP Morgan Asset Management

Jon Glennie

Global Head of Equities Trading Technology
JP Morgan Asset Management

Neil Joseph, European Head of Equity Trading at J.P. Morgan Asset Management

Neil Joseph

European Head of Equity Trading
J.P. Morgan Asset Management

Richard Balarkas, CEO at Quendon Consulting

Richard Balarkas

CEO
Quendon Consulting

STREAM A: Applying Smart Trade Analytics

2:30 pm - 3:05 pm DISCUSSION PANEL: Intelligent TCA - how are current tools being optimised to carry out more detailed pre and post trade data analysis and aid in better data visualisation?
-          How to work better with your current providers to get the analytical capabilities you need
-          What are the developments with cross-asset capabilities and what strategy is best? One-stop-shop or provider for each asset class?
-          How are venue analytics developing to be more visual and easy comprehensive?
-          Actioning the data collated – what are the true capabilities of the data provided?
Ross Hallam, Head , Trading at RBC Global Asset Management

Ross Hallam

Head , Trading
RBC Global Asset Management

Mark Ford, Head of Product at LiquidMetrix

Mark Ford

Head of Product
LiquidMetrix

Robin Mess, Co-Founder & CEO at big xyt

Robin Mess

Co-Founder & CEO
big xyt

Michael Richter, Director of Transaction Cost Analysis at IHS Markit

Michael Richter

Director of Transaction Cost Analysis
IHS Markit

Mike Googe, Product Manager, Transaction Cost Analysis at Bloomberg L.P.

Mike Googe

Product Manager, Transaction Cost Analysis
Bloomberg L.P.

Richard Balarkas, CEO at Quendon Consulting

Richard Balarkas

CEO
Quendon Consulting

STREAM A: Applying Smart Trade Analytics

3:05 pm - 3:40 pm DISCUSSION PANEL: What OMS and EMS type and combination does your desk need to thrive in a market with increasingly complex order flows, multiple venues, and aggregated trades?
-          How can current OMS systems integrate with your IT system to feed more information into the EMS, and what needs to be improve?
-          What are the considerations regarding investing in separate OMSs for different asset classes vs a multi-asset OMS?
-          How do current platforms meet global organisational needs as well as the trading and portfolio management needs? What is missing?
-          What needs to happen to work better with the providers- what are their current limitations and what’s being done to overcome them?
Joe Collery, Head, Trading at Comgest AM

Joe Collery

Head, Trading
Comgest AM

Cathy Gibson, Head, Dealing at Royal London Asset Management

Cathy Gibson

Head, Dealing
Royal London Asset Management

Alun Cutler, Director Product Management EMEA at Charles River Development

Alun Cutler

Director Product Management EMEA
Charles River Development

Andrew Mahoney, Head of Sales at FlexTrade

Andrew Mahoney

Head of Sales
FlexTrade

Matthew Reid, Product Director at SimCorp

Matthew Reid

Product Director
SimCorp

Moderator: Julia Streets, CEO, Streets Consulting

STREAM B: Exploiting New Trade Execution Trends

2:10 pm - 2:40 pm DISCUSSION PANEL: How can leveraging alternative data sources help you make more profitable business decisions and who are the companies offering true innovation?
-          Outside of investment and banking, where are the successes?
-          How to evaluate what’s hype and what’s not?
-          What are the more established market data providers doing to compete against the new players?
-          What are the full capabilities that having unique data sources that are actioned smartly in outperformance?
-          How can both the buy and sell side can win if they leverage new data sources? 
Olga Kokareva, Head, Data Sourcing and Strategy at Quantstellation

Olga Kokareva

Head, Data Sourcing and Strategy
Quantstellation

Ian Purvis, Head, Strategic Sales Development at Dataminr

Ian Purvis

Head, Strategic Sales Development
Dataminr

Anthony Belcher, Head, ICE Data Services (EMEA) at Intercontinental Exchange

Anthony Belcher

Head, ICE Data Services (EMEA)
Intercontinental Exchange

Anthony Tassone, Founder and CEO at GreenKey Technologies

Anthony Tassone

Founder and CEO
GreenKey Technologies

Julia Streets, Founder & CEO at Streets Consulting

Julia Streets

Founder & CEO
Streets Consulting

STREAM B: Exploiting New Trade Execution Trends

2:40 pm - 3:10 pm DISCUSSION PANEL: Smart venue analysis – how can you discover a deeper understanding of order routing and rationale to improve access to liquidity?
-          How do more advanced venue analysis tools allow for true differentiation between pre and post trade execution costs?
-          How are organisations refining and more deeply analysing the type of algos they trade?
-          How is AI and machine learning being applied in routing strategies- what needs to be improved?
-          What are the costs and requirements on the team given market regulations to apply such tools?
David Miller, Head Trader, EMEA Equities at Invesco

David Miller

Head Trader, EMEA Equities
Invesco

Michael Mollemans, Head, Global Market Structure & Analytics at Pavilion Global Markets

Michael Mollemans

Head, Global Market Structure & Analytics
Pavilion Global Markets

Joe Everitt, Managing Director at Stifel Europe

Joe Everitt

Managing Director
Stifel Europe

Julia Streets, Founder & CEO at Streets Consulting

Julia Streets

Founder & CEO
Streets Consulting

STREAM B: Exploiting New Trade Execution Trends

3:05 pm - 3:40 pm OXFORD STYLE DEBATE: Outsourcing your execution services is the most time and cost effective way to ensure best execution and compliance in today’s trading landscape- For and Against
-          How are broker lists changing and what combination is now required to ensure high quality market coverage?
-          How are brokers demonstrating true value- add given the growing consolidation and competition in the market?
-          What level of relationship is now needed post MiFID II between the buy and sell side, especially regarding data?
-          How are small and mid sized brokers stepping up? How are they specialising/ differentiating?
-          How can you best apply broker selection according to current client relationships and data feedback?
-          Can you still outperform with a smaller broker list? If so, how?
Glenn Poulter, Head, Business Development, Global Markets at Northern Trust Capital Markets

Glenn Poulter

Head, Business Development, Global Markets
Northern Trust Capital Markets

Karen Zachary, Chief Operating Officer at CRUX Asset Management

Karen Zachary

Chief Operating Officer
CRUX Asset Management

David Miller, Head Trader, EMEA Equities at Invesco

David Miller

Head Trader, EMEA Equities
Invesco

Greg Faragher-Thomas, Director at Alpha Financial Markets

Greg Faragher-Thomas

Director
Alpha Financial Markets

Moderator: John Lowrey, Global Head, Cash Product Strategy, Citi

STREAM C: Leveraging AI and Automation

2:10 pm - 2:30 pm OUT OF INDUSTRY INSIGHT: AI - who is actually using it and where is the real value seen for the trading desk?
-          What is AI and what can the finance industry learn from other industries regarding potential applications?
-          What is the true commercial benefit within trading and the broader investment function?
-          What is the Man Institute doing regarding algo trading and development?
-          Overcoming the fear of AI takeover – how are humans fighting back and repositioning their value add?
-          How can these technologies be leveraged by companies of all sizes and budgets?
Hans-Jörg von Mettenheim, Professor, Director, the Chair of Quantitative Finance and Risk Management at IPAG Business School

Hans-Jörg von Mettenheim

Professor, Director, the Chair of Quantitative Finance and Risk Management
IPAG Business School

-          What is real AI and how has this definition evolved over the past decade?
-          What parts of the trading process can and can’t be automated? What is expected for the future?
-          How is automation being leveraged within compliance, and how can this aid and drive efficiency of data capture and real-time execution?
-          How can automation improve lifecycle management of the whole investment process and what does this free traders up to do? Where can this value add be created?
-          What risk controls need to be in place and how does this work in practice?
-          What does automation free up traders to do? Where can this value add be created?
Ashwin Venkatraman, Global Head, Equity Trading Automation & Execution Technology at JP Morgan Asset Management

Ashwin Venkatraman

Global Head, Equity Trading Automation & Execution Technology
JP Morgan Asset Management

Philip Fry, VP Product Strategy at Verint

Philip Fry

VP Product Strategy
Verint

Frank Steffen, Managing Director & Co-Founder at CapTec Partners

Frank Steffen

Managing Director & Co-Founder
CapTec Partners

Jas Sandhu, Managing Director, Global Equity Execution Algorithms at RBC Capital Markets

Jas Sandhu

Managing Director, Global Equity Execution Algorithms
RBC Capital Markets

John Lowrey, Global Head, Cash Product Strategy at Citigroup

John Lowrey

Global Head, Cash Product Strategy
Citigroup

-          What is the best approach to remain active and push ideas through the tech stack when needed in a timely/efficient manner?
-          What is the realistic balance between head count and technology given the current requirements for more systematic trading? What does this look like in practice and how can this be achieved?
-          How to overcome challenges with legacy systems?
-          What are the bigger organisational shifts that need to happen to make this change possible?
Antish Manna, Head, Execution Research at Man GLG, Man Group

Antish Manna

Head, Execution Research
Man GLG, Man Group

Sean Kennedy, Head of Investment Operations - EMEA at Vanguard

Sean Kennedy

Head of Investment Operations - EMEA
Vanguard

Basil Moftah, Chief Revenue Officer at Symphony

Basil Moftah

Chief Revenue Officer
Symphony

John Adam, SVP, Global Director of Portfolio Management and Trading Solutions at FactSet

John Adam

SVP, Global Director of Portfolio Management and Trading Solutions
FactSet

Matt Barrett, CEO and Co-Founder at Adaptive Financial Consulting

Matt Barrett

CEO and Co-Founder
Adaptive Financial Consulting

John Lowrey, Global Head, Cash Product Strategy at Citigroup

John Lowrey

Global Head, Cash Product Strategy
Citigroup

STREAM D: Trading Innovation Working Groups (buy side only)

2:10 pm - 2:50 pm SPOTLIGHT ON NEW TECHNOLOGY: Evaluate the latest and greatest technology innovations that will define the future of your desk
(Discuss and debate for 30 mins with the newest technology providers in the trading/execution and analytics space what their solution is, how it works and how it is relevant to you and your business. Max 15 people per table. Register early to not miss your space- susie.benaim@wbr.co.uk)

TABLE 1: TCA provider 
Chris Jenkins, Managing Director at TORA

Chris Jenkins

Managing Director
TORA

David Tattan, Managing Director at TORA

David Tattan

Managing Director
TORA

STREAM E: Interactive Boardrooms &Workshops (max 15 persons)

2:10 pm - 2:55 pm CREATIVE BOARDROOM: How has MiFID II impacted investment and operational budgets and how can you build an effective budget tracker to ensure continued alpha generation?
-          How do brokers now compare given the split of execution and research payments? Who are the real winners?
-          How are organisations tracking research consumption and valuation?
-          How to work in conjunction with portfolio management to ensure research quality is maintained
-          How can you best track budgets and how European brokers are paid
-          Given costs have increased, has execution quality improved and if not, how is the market challenging this?
Lydia Buttinger, COO, Risk at Aberdeen Standard Investments

Lydia Buttinger

COO, Risk
Aberdeen Standard Investments

STREAM E: Interactive Boardrooms &Workshops (max 15 persons)

2:55 pm - 3:40 pm CREATIVE BOARDROOM: Innovation, the Italian Job, Machiavelli and 4 songs
-          When whole organisation buy-in is needed to encourage innovation, who are the advocates and how does change actually happen?
-          How to build an organisation where the best ideas win?
-          What does agile actually mean in the finance arena?
-          What can the industry learn from other industries that can drive change quickly?
John Greenan, CEO at Alignment Systems

John Greenan

CEO
Alignment Systems

STREAM F: In Conversation With The Regulators

3:05 pm - 3:10 pm REGULATOR FEEDBACK: Gain actionable feedback from the European regulators on how their respective markets have responded and performed post MiFID II. Series of 10 minute presentations.
What are the thematic issues and lessons learnt from MiFID II?
1)      What have been the trends in best execution outcomes?
2)      What does a good best execution policy look like?
3)      What is the feedback on reporting levels from the industry given the varying interpretations?
4)      Is the data as expected and if not, how and why?
5)      Updates on regulatory requirements for algo trading- where does the responsibility lie?
6)      What trade data needs to be reported vs not?
7)      What actionable takeaways can the industry gain?
Mark Spanbroek, Chairman at FIA European Principal Traders Association (EPTA)

Mark Spanbroek

Chairman
FIA European Principal Traders Association (EPTA)

STREAM F: In Conversation With The Regulators

3:10 pm - 3:25 pm Gain feedback from:
Tom Springbett, Manager, Trading Venues Policy at Financial Conduct Authority (FCA)

Tom Springbett

Manager, Trading Venues Policy
Financial Conduct Authority (FCA)

STREAM F: In Conversation With The Regulators

3:25 pm - 3:40 pm Gain feedback from:
Philippe Guillot, Managing Director of the Markets Directorate at Autorité des Marchés Financiers

Philippe Guillot

Managing Director of the Markets Directorate
Autorité des Marchés Financiers

3:40 pm - 4:15 pm Afternoon Coffee Break

This invite only session exclusive to 20 global heads of trading from the Europe’s top 40 buy side firms by AUM is a unique opportunity to deliberate and source solutions to the more strategic challenges facing this job function.
Contributors to date include:
Daniel Leon, Deputy Global Head, TSF, AXA Investment Managers 
Daniel Nicholls, Head of Trading, Hermes Investment Management
Paul Battams, Head, Trading and Liquidity Strategies, Blackrock
Paul Squires, Head, EMEA Equities Trading, Invesco
Eric Boess, Global Head, Trading, Allianz
Ed Wicks, Global Head, Trading, Legal & General Investment Management
Juan Landazabal, Global Head, Trading, GAM International Management
                                                                                                                Sponsored by: Jane Street
Daniel Leon, Global Head, Trading and Securities Financing (TSF) at AXA Investment Managers

Daniel Leon

Global Head, Trading and Securities Financing (TSF)
AXA Investment Managers

Daniel Nicholls, Head, Trading at Hermes Investment Management

Daniel Nicholls

Head, Trading
Hermes Investment Management

Paul Battams

Director, Trading and Liquidity Strategies
BlackRock

Eric Böss, Global Head, Trading at Allianz Global Investors

Eric Böss

Global Head, Trading
Allianz Global Investors

Juan Landazabal, Global Head of Trading at GAM

Juan Landazabal

Global Head of Trading
GAM

Group 3

STREAM A: Applying Smart Trade Analytics

4:15 pm - 4:50 pm PANEL DEBATE: Evaluating the pros of cons of outsourcing technology when looking to maximise trading efficiency and desk performance
-          How to evaluate your company initiatives and what will work best for the whole organisation
-          Integration challenges – how are current vendors helping with platform integration issues and legacy systems not talking to newer systems?
-          Demonstrating process compliance- what are the regulatory hurdles in both strategies?
-          Cost to buy vs internal resourcing – which types of investments justify which strategy?
-          Latency expectations  and capacity – evaluating speed of which platforms are needed and internal resourcing to develop
-          Considerations and challenges around an API approach
For: Derek Flynn, Head, Trading, Schonfeld
Donal Byrne, CEO, Corvil
Against: Jason Gaunt, Director, Trading & Implementation, PanAgora Asset Management
Sam Ratcliff, Head, Execution Technology at Man Group

Sam Ratcliff

Head, Execution Technology
Man Group

Derek Flynn, Head, Trading at Schonfeld

Derek Flynn

Head, Trading
Schonfeld

Donal Byrne, CEO at Corvil

Donal Byrne

CEO
Corvil

Jason Gaunt, Director, Trading & Implementation at PanAgora Asset Management

Jason Gaunt

Director, Trading & Implementation
PanAgora Asset Management

Richard Balarkas, CEO at Quendon Consulting

Richard Balarkas

CEO
Quendon Consulting

STREAM B: Innovative ETF Trading Strategies

4:15 pm - 4:50 pm DISCUSSION PANEL: How has the transparency, safety and efficiency of the European ETF market been impacted by MiFID II and what does this mean for your trading strategies?
-          Evaluating how ETFs are priced and their true value
-          What’s the underlying liquidityand what’s the long standing impact given it being artificial?
-          What have been the current efforts to make ETF trading easier ie. trading platforms?
-          What are the newer approached for larger order sizes in ETFs- how will the RFQ model stand up?
-          As the market matures, what does the industry now need from ETF trading? How are fixed income ETFs evolving in relation is equities?
-          What are the regulatory updates on best practice for ETF trading?
Henry Reece, Head of Sales at Susquehanna

Henry Reece

Head of Sales
Susquehanna

Dylan Kluth, Senior Dealer, Global Equities & Fixed Income, at AMP Capital

Dylan Kluth

Senior Dealer, Global Equities & Fixed Income,
AMP Capital

Tom Digby, Head of Client Trading Coverage at Invesco

Tom Digby

Head of Client Trading Coverage
Invesco

Paul Young, Senior ETF Capital Markets Specialist at Vanguard

Paul Young

Senior ETF Capital Markets Specialist
Vanguard

Julia Streets, Founder & CEO at Streets Consulting

Julia Streets

Founder & CEO
Streets Consulting

STREAM C: Intelligent Automation of Trade Workflows

4:15 pm - 4:50 pm FIRE SIDE CHAT: Critical success factors for implementing a multi-asset trading desk – how to overcome skill set, infrastructure and operational challenges
-          Generalist vs specialist trader - how to best distribute trading responsibilities across the desk and what works best when?
-          What are the best approaches to leverage cross-asset technologies? What tools need to remain separate and how is this managed from a resource perspective?
-          Industry experience of centralising workflows- what products can be centralised?
-          Data challenges- how to overcome missing data sets when operating off a centralised system
-          Insight on how to relay liquidity from 1 market to another
-          How to overcome standardisation issues
Juan Landazabal, Global Head of Trading at GAM

Juan Landazabal

Global Head of Trading
GAM

Joseph Bacchi, Head of Multi-Asset Trading and Investment Operations at Acadian Asset Management

Joseph Bacchi

Head of Multi-Asset Trading and Investment Operations
Acadian Asset Management

John Lowrey, Global Head, Cash Product Strategy at Citigroup

John Lowrey

Global Head, Cash Product Strategy
Citigroup

STREAM D: Technology Collaboration Working Groups (buy side only)

3:30 pm - 4:00 pm
TABLE 4: Cloud/data 
management
provider

STREAM E: In Conversation With the Regulators

4:15 pm - 4:30 pm
Wouter Van Bronswijk, Senior Supervision Officer at AFM

Wouter Van Bronswijk

Senior Supervision Officer
AFM

4:50 pm - 4:55 pm Move to main auditorium (streams B, C, D and E now closed)

4:55 pm - 5:15 pm KEYNOTE INTERVIEW: Creating a valuable business that combines world class execution, technology innovation and operational excellence – what’s next in the ITG and Virtu story?

Alasdair Haynes, CEO at Aquis Exchange

Alasdair Haynes

CEO
Aquis Exchange

Doug Cifu, CEO at Virtu Financial

Doug Cifu

CEO
Virtu Financial

Rob Boardman, CEO, Virtu Execution Services, EMEA at Virtu Financial

Rob Boardman

CEO, Virtu Execution Services, EMEA
Virtu Financial

5:15 pm - 5:30 pm KEYNOTE INTERVIEW: Mark Mobius on emerging markets into the future- what can we expect?

Mark Mobius, former Executive Chairman, Emerging Markets Group, Franklin Templeton at and Founder, Mobius Capital Partners

Mark Mobius

former Executive Chairman, Emerging Markets Group, Franklin Templeton
and Founder, Mobius Capital Partners

Michael Fidance, Head, CEEMEA Sales Trading at HSBC

Michael Fidance

Head, CEEMEA Sales Trading
HSBC

5:30 pm - 5:50 pm KEYNOTE BUY SIDE FIRE SIDE CHAT: How can you manage the successful growth of a global organisation through technology and agile processing methodologies in a world with ever changing regulatory requirements and client demands?

-What are the considerations when working with a global organisations with varying different technology requirements and business objectives? How to best overcome these?
- What are the biggest areas of focus and innovation regarding technology in order to enable effective scalability?
- What are the compliance challenges that need to be addressed and overcome to ensure this growth can occur and how have the stakeholders changed?
- How have end client demands evolved and what does this mean for the buy side to ensure they are meeting and surpassing these request?
- What does this mean from a technology and operational standpoint?
Fabrice Silberzan, COO at BNP Paribas Asset Management

Fabrice Silberzan

COO
BNP Paribas Asset Management

Eric Böss, Global Head, Trading at Allianz Global Investors

Eric Böss

Global Head, Trading
Allianz Global Investors

5:50 pm - 6:20 pm FINTECH SHOWDOWN: Who are the Fintech disruptors of tomorrow and how are they transforming financial trading?

Our buy side judging panel, consisting of 4 CIO/CTOs from the biggest asset managers in Europe, along with our audience will
hear 4 fintech pitches where they will address the following topics. The audience will get the chance to listen and choose which
company they believe will have the biggest impact in the market. Real time voting will be used to find the winner.
-          How are they adding value and reducing cost considering the current technology landscape?
-          What are the organisational risks of investing in a newer fintech organisation vs a more established industry player and what are larger organisations’ attitudes?
-          What are the regulatory attitudes to fintech companies and how have they overcome the compliance concerns and registration requirements?
-          How do the company cater for market requirements in sustainable investments, an API technology approach and longevity?
-          How has the technology been applied in industry, what was the real performance and how did this really improve the company’s challenge?
Kirsten Achtelstetter, CTO at Man GLG

Kirsten Achtelstetter

CTO
Man GLG

Tan T-Kiang, Chief Investment Officer at Grasshopper

Tan T-Kiang

Chief Investment Officer
Grasshopper

John Greenan, CEO at Alignment Systems

John Greenan

CEO
Alignment Systems

Julia Streets, CEO and Host, DiverCity Podcast at Streets Consulting

Julia Streets

CEO and Host, DiverCity Podcast
Streets Consulting

6:20 pm - 7:25 pm Chairperson’s closing remarks and TradeTech Drinks reception