TradeTech Europe 2020

21 - 23 April, 2020

Palais des Congrès de Paris

+44(0)2073689836

MAIN DAY 1- APRIL 22

7:30 am - 8:15 am Conference Registration & Networking Breakfast

8:15 am - 8:30 am Chairperson’s Opening Remarks

Richard Balarkas, CEO at Quendon Consulting

Richard Balarkas

CEO
Quendon Consulting

THRIVING IN THE NEW MARKET STRUCTURE

8:30 am - 8:50 am Keynote Buy Side Interview - The future of equity trading: given the rise in electronic trading, how has liquidity sourcing and volumes changed and what does this mean for trade execution in the next 5 years?

JP Morgan Asset Management are leading the way in enhanced data utilisation, and at the centre of that is Kristian West. The discussion, led by Richard at one of the leading European agency brokers, will discuss how equity trading has evolved over the last decade and the evolution and management of trading platforms and data science capabilities is transforming trade execution.

  • With commission unbundling, how have trading strategies (high vs low touch) evolved and how does this look to continue?
  • How has the rise of passive investment impacted active management and how has this changed liquidity sourcing?
  • How have volumes traded changed and what key market developments have and will continue to change this?
  • What will asset managers need to do to stay ahead of the curve and relevant over the next 5 years?
Kristian West, Global Head, Equity Trading & Data Science at JP Morgan Asset Management

Kristian West

Global Head, Equity Trading & Data Science
JP Morgan Asset Management

Richard Parsons, CEO at Instinet Europe

Richard Parsons

CEO
Instinet Europe

8:50 am - 9:10 am The top 5 economic trends to watch for in 2020: how to best prepare your business and de-risk future investment strategies to stay ahead of the competition

Shamik Dhar, Chief Economist at BNY Mellon Investment Management

Shamik Dhar

Chief Economist
BNY Mellon Investment Management

9:10 am - 9:30 am Fireside Chat - Brexit, equivalence and future access to European capital markets: what will be the biggest changes to market stability, liquidity and future trading opportunities?

Discover how European markets have adapted to Brexit with insight from the UK and French regulators discussing strategies to ensure market stability, flexibility and future investment opportunities.  

  • How has Swiss equivalence impacted trading and what can be expected after Brexit?
  • How can firms best plan for the uncertainty?
  • What are the regulator contingency plans and how are they thinking about equivalence and market access?
  • Where is the liquidity moving?
  • What are the most recent regulatory updates and what has been the impact on best executions policies and PRIPS?
Stephane Amoyel, Head, EU Withdrawal Policy at FCA

Stephane Amoyel

Head, EU Withdrawal Policy
FCA

Natasha Cazenave, Head, Policy and International Affairs at Autorité des Marchés Financiers (AMF)

Natasha Cazenave

Head, Policy and International Affairs
Autorité des Marchés Financiers (AMF)

With recent data on SI performance just being released, gain a better understanding of how the leading ELP SIs are operating, how they compare to bank SIs and also how the buy side community are using the current SI market.

  • Given 2 years of data post MiFID II, what conclusions can be drawn on their success?
  • How do SI frameworks work and when is it best to trade with them?
  • What level of analysis is used to evaluate their performance in the various market caps?
  • With recent regulatory reviews on SIs, what is new and what is required for compliance?
  • What is the buy side perspective on SI toxicity and price improvement?
  • What are the SI market shares respectively?
Robert Miller, Execution Consultant at Vanguard Asset Management

Robert Miller

Execution Consultant
Vanguard Asset Management

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

Simon Dove

Managing Director, Head, Liquidity
Tower Research Capital Europe

Thomas Bourgeois, Co-Head, Electronic and Head, Execution Product Strategy at Exane BNP Paribas

Thomas Bourgeois

Co-Head, Electronic and Head, Execution Product Strategy
Exane BNP Paribas

Scott Bradley, Head, Sales and Marketing, LSE Cash Secondary Markets and Turquoise at London Stock Exchange Group

Scott Bradley

Head, Sales and Marketing, LSE Cash Secondary Markets and Turquoise
London Stock Exchange Group

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

10:10 am - 10:40 am GUEST KEYNOTE ADDRESS – Riding the global rollercoaster: making sense of a world in turmoil

Roberthas reported from more than 90 countries and lived in six. A winner of numerous international awards, Robert constantly interviews political and business leaders and follows key developments in Washington, on Wall Street and on Main Street. He also draws on the expertise of The Economist's global network of correspondents to keep abreast of international political, economic and social issues from major market shifts and general elections to uprisings and house prices.                                                                                                                                                                                                                              
Robert Guest, Foreign Editor at The Economist

Robert Guest

Foreign Editor
The Economist

10:40 am - 11:10 am Morning Refreshment Break

10:40 am - 11:10 am Morning Masterclass – Hosted by Credit Suisse

11:20 am - 11:40 am Fireside Chat- How is consolidation impacting the execution model as we know it and how are current regulatory reforms in the Europe driving competition, transparency and improved performance?

Tilman Lueder, Head of Unit, DG FISMA, Securities Markets at European Commission

Tilman Lueder

Head of Unit, DG FISMA, Securities Markets
European Commission

BUILDING THE TEAM OF THE FUTURE

11:40 am - 12:15 pm All Star Panel – Building the workplace of the future: how can you create a modern workplace culture that drives talent and innovation to ensure enhanced performance and business longevity?

Discover how a strong diversity and inclusion strategy can help your organisation attract top talent and drive innovative results. With representation across the asset management industry and beyond, learn how to launch a D&I initiative that works.

  • How are businesses defining D&I?
  • What are the broader market initiatives that are addressing diversity and inclusion?
  • How will proposed change to trading hours improve mental health and make the trading desk a more appealing place for women?
  • Insight into practical industry examples of programmes that are driving social mobility and how to overcome the common bottlenecks
  • Experiences around building a culture that encourages diversity of thought and how does this truly drive performance?
  • What are the current challenges around recruitment and current upskilling and how is the industry addressing these?
Vernita Exum, European Head, Equities at Vanguard Asset Management

Vernita Exum

European Head, Equities
Vanguard Asset Management

Eden Simmer, Head, Global Equity Trading at PIMCO

Eden Simmer

Head, Global Equity Trading
PIMCO

Simon Steward, Head, European Equity Trading at Capital Group

Simon Steward

Head, European Equity Trading
Capital Group

Vivienne Artz, President at Women in Banking and Finance

Vivienne Artz

President
Women in Banking and Finance

NAVIGATING THE CHANGING EXECUTION LANDSCAPE

12:15 pm - 12:50 pm All Star Panel – How have regulatory reforms and new market designs impacted the equity trading landscape and how is the value chain evolving to provide greater liquidity access and a fairer and more transparent market?

Gain a thorough understanding of how the biggest changes to the equity market landscape post MiFID II will impact your trading strategies and future opportunities to drive performance. Benefit from insight of four of the leading European brokers and two of the biggest European equity venues on how the whole trading value chain are evolving to better provide liquidity access.

  • How has the market structure evolved post MiFID II regarding the route to best execution?
  • What are the regulatory updates on periodic auctions and tick regimes and how has this impacted flow?
  • What does the data say about periodic auction performance?
  • Are the new auction processes helping or hindering the market, and how?
  • How do periodic auctions compare to block trading platforms, request for quote (RFQ) venues or systematic internalisers when accessing liquidity?
James Baugh, Director, Equities at Citigroup

James Baugh

Director, Equities
Citigroup

Mark Pumfrey, CEO, EMEA at Liquidnet

Mark Pumfrey

CEO, EMEA
Liquidnet

Peter Whitaker, Head, Market Structure EMEA at UBS

Peter Whitaker

Head, Market Structure EMEA
UBS

David Howson, President at CBOE Europe

David Howson

President
CBOE Europe

Simon Gallagher, Head, Cash and Derivatives at Euronext

Simon Gallagher

Head, Cash and Derivatives
Euronext

Jonathan Finney, Head, Global Equity Development at Citadel Securities

Jonathan Finney

Head, Global Equity Development
Citadel Securities

12:50 pm - 1:30 pm All Star Panel - Creating streamlined and meaningful broker relationships in a constantly changing execution landscape: how have buy side requirements and interactions changed and how is the broker community adapting to better meet your needs?

With the buy side requiring increasingly more detailed and advanced execution services, and the broker community re-evaluating how to best cater for this, this panel provides insight from both the buy and sell side on exactly what they need and how services have had to evolve respectively.

  • What have been the biggest changes to buy side requirements post MiFID II regarding broker connectivity, fees and transparency?
  • With desks becoming more multi-asset, how has the execution landscape responded and evolved?
  • How have broker offerings changed given the shift to more low touch execution?
  • How have the circumstances for needing more niche execution requirements vs a one-stop shop changed and how has the European broker community responded to this
  • How are brokers competing against market makers?
  • Given growing sell side consolidation, how can the buy side best prepare and empower themselves to ensure they have a broker list that is meaningful, global and effective?
Lynn Challenger, Global Head, Trading & Order Generation at UBS Asset Management

Lynn Challenger

Global Head, Trading & Order Generation
UBS Asset Management

Julian Corner, COO, Global Markets Execution Services at Credit Suisse

Julian Corner

COO, Global Markets Execution Services
Credit Suisse

Nej D'jelal, Managing Director, Head of Electronic Equities & Quant Prime Services Product, EMEA at Barclays

Nej D'jelal

Managing Director, Head of Electronic Equities & Quant Prime Services Product, EMEA
Barclays

Robert Boardman, CEO, Execution Services, EMEA at Virtu

Robert Boardman

CEO, Execution Services, EMEA
Virtu

Richard Balarkas, CEO at Quendon Consulting

Richard Balarkas

CEO
Quendon Consulting

1:30 pm - 2:30 pm Lunch and Networking Break

1:30 pm - 2:30 pm Diversity and Inclusion Masterclass: How to implement a successful D&I initiative to better plan for the workplace of the future - hosted by UBS Investment Bank

This discussion and networking forum, taking place under Chatham House rules, is a unique opportunity to discuss some of the most challenging themes relating to diversity and inclusion and the workplace of the future. The session, hosted by UBS, will cover:

  • The rationale for ensuring diversity and inclusion are regarded as a business priority, and not purely an HR issue
  • What are the tangible benefits of a diverse team? An opportunity to share specific examples
  • How does investment management need to review flexible working, sabbaticals and wellbeing plans to make the financial workplace a more attractive option for your workforces?
  • What impact do you think shared parental leave will have in creating a more diverse and equal work environment? What are the practicalities, risk and benefits?
  • Mental health and wellbeing – in such a pressurised industry, is enough being done to protect employee mental health?

*This session is limited to 40 contributors to allow for maximum interaction. To reserve your place, please email susie.benaim@wbr.co.uk

CONFERENCE TRACKS

Track A: Leveraging New Trading Analytics & AI/ Trading, Analytics, AI

2:30 pm - 3:05 pm Panel - Enhanced TCA: how can you use real-time data to best action more detailed trade characterisation and drive smarter trading decisions?
  • How are providers integrating AI and ML approaches into their solutions and how it this really enhancing their solutions and making them more customisable?
  • How has the vendor community catered for buy side requests for transparency and independence?
  • How can a rudimentary price be given for block trades in pre-trade analytics?
  • How are TCA platforms accounting for the increasing volumes of passive managers and ETFs traded?
  • Open TCA: developments around more itemised, customised and frequent reports
Ryan Chidley, Senior Equity Trader at APG

Ryan Chidley

Senior Equity Trader
APG

Mark Montgomery, Head, Strategy and Business Development at big XYT

Mark Montgomery

Head, Strategy and Business Development
big XYT

Mark Ford, General Manager at ISS LiquidMetrix

Mark Ford

General Manager
ISS LiquidMetrix

Robert Miller, Execution Consultant at Vanguard Asset Management

Robert Miller

Execution Consultant
Vanguard Asset Management

Track A: Leveraging New Trading Analytics & AI/ Trading, Analytics, AI

3:05 pm - 3:25 pm Fire Side Chat - How can you use quantitative techniques to make better decisions and drive smarter execution?
  • Building models around your trading data to identify signals to better predict market movement and trends- real life examples
  • Evaluating the use of NLP in successfully identifying new market trends and driving smarter trading
  • The ‘Quantamental’ approach: how are fundamental approaches being integrated into a quantitative strategy and how successful is this?
  • What are you trying to achieve from your fund and how do investor demands impact your approach?
  • Insight into how AI-driven statistical models can drive improved execution for specific types of trades

Richard Lacaille, Global Chief Investment Officer at State Street Global Advisors

Richard Lacaille

Global Chief Investment Officer
State Street Global Advisors

Track A: Leveraging New Trading Analytics & AI/ Trading, Analytics, AI

3:25 pm - 4:00 pm Panel- How can you use data visualisation tools to improve portfolio management and trading decision-marking in real time and extract more meaning from your data?
  • How to decipher how the trader needs the information formatted: where is the disconnect between PM and trader?
  • How do traders look are data and how do current visualisation tools match up?
  • How do traders best apply data from PMs and other teams and what dashboards work best?
  • What are the recent developments in current visualisation dashboards to improve data manipulation and be more user friendly?
  • How do more basic tools compare to more customisable, open source packages and why would you use one over the other?
Tom Stevenson, Head, Equity Trading at Fidelity Investments

Tom Stevenson

Head, Equity Trading
Fidelity Investments

Sofia Kyriakopoulou, Head, Smart Analytics, Director, Group Asset Management at Swiss Re Management

Sofia Kyriakopoulou

Head, Smart Analytics, Director, Group Asset Management
Swiss Re Management

Antish Manna, Head of Execution Research at GLG Partners, Man Group

Antish Manna

Head of Execution Research
GLG Partners, Man Group

Track B: Enriching Execution Strategies/ Trading, Execution, Business Analysis

2:30 pm - 3:05 pm Panel – Aggressive vs passive orders: How has the rise in ETF trading impacted technology development, liquidity and market impact?
  • How are ETFs being used as a new strategy to access untapped pools of liquidity?
  • How are ETF pricings changing and how can their hold time change and impact popularity?
  • What MTFs are now in place to trade these products?
  • How are brokers surviving given the index being so hard to beat?
  • Given the growing availability, which ETF provider is best for you and what are the factors to consider?
  • What is the future for the industry?
Dylan Kluth, Senior Dealer, Global Dealing at AMP Capital

Dylan Kluth

Senior Dealer, Global Dealing
AMP Capital

Rudolf Siebel, Managing Director at BVI Bundesverband Investment und Asset Management

Rudolf Siebel

Managing Director
BVI Bundesverband Investment und Asset Management

Track B: Enriching Execution Strategies/ Trading, Execution, Business Analysis

3:05 pm - 3:25 pm Case Study - New generation execution and the rise of the buy side broker: what are the front office trading solutions for a new decade?
  • What are the current drivers and trends that are making outsourced dealing more popular?
  • How does it work in practice?
  • How can outsourcing provide further breadth and depth to trading capabilities and asset management offerings?
  • How is ownership managed in an outsourced dealing partnership?
  • How is the increase in outsourcing changing market structure and trading behaviour?

Track B: Enriching Execution Strategies/ Trading, Execution, Business Analysis

3:25 pm - 4:00 pm Panel – Outsourcing the trading desk and building operational resilience: evaluating the pros, cons and true competitive advantages of each
  • What has driven the growth of outsourced trading and why are current changes in market structure making this a more popular route for asset managers?
  • What is outsourcing’s role in best execution?
  • How can outsourced trading help regarding regional expertise and infrastructure benefits?
  • What is the regulators’ perspective on outsourced dealing and what is the reporting structure?
Christophe Kieffer, CEO at Amundi Intermediation

Christophe Kieffer

CEO
Amundi Intermediation

Track C: Achieve Smarter Workflows/ Trading, Operations, Tech, IT, Compliance, Legal

2:30 pm - 3:05 pm Panel - How can you integrate best-in-class trading technologies to drive intelligent workflows and make smarter and more systematic execution decisions?
  • Where does ML come in to advanced trading? Limitations and applications
  • How to get the right information to the right person at the right time especially when post-trade analytics/information is on different external systems?
  • What are the current progress monitoring capabilities to ensure this is happening?
  • How to do this in a cost effective manner when quants, IT and trading team resources are limited – what are the feasible approaches that work?
Nick Gagnon, Head, Trading at PanAgora Asset Management

Nick Gagnon

Head, Trading
PanAgora Asset Management

Grant Lowden, Director, Sales at TradingScreen

Grant Lowden

Director, Sales
TradingScreen

Matthew Reid, Product Director, Order Management at SimCorp

Matthew Reid

Product Director, Order Management
SimCorp

Alastair Clarke, European Equity Trader at Capital Group

Alastair Clarke

European Equity Trader
Capital Group

Track C: Achieve Smarter Workflows/ Trading, Operations, Tech, IT, Compliance, Legal

3:05 pm - 3:25 pm Case Study- How to build a bespoke internal Execution, Content Distribution, and Validation Trading platform, that gives each trader the ability to customise their UX for best execution efficiency
  • TAPE: what was the stimulus for developing the platform and what does it currently do?
  • How was the platform developed and to what extent did the trading desk and IT/the developers collaborate?
  • How has TAPE driven autonomy for traders and how has the real-time decision making impacted alpha generation across the whole investment lifecycle?
  • What are the evolving business demands and how can this platform cater for these requirements in the next few years?
  • What’s next for the platform?
Alastair Clarke, European Equity Trader at Capital Group

Alastair Clarke

European Equity Trader
Capital Group

Track C: Achieve Smarter Workflows/ Trading, Operations, Tech, IT, Compliance, Legal

3:25 pm - 4:00 pm Fire Side Chat – How can you future-proof your people, processes and technology to successfully navigate an era of unprecedented change?
  • How to best manage growth during regulatory change
  • How to best embrace and sustain the constant drive for improvement
  • What are the strategies to be best leverage multi asset capabilities?
  • What have been the biggest changes to trading and the investment process I the last 5 years?
  • Practical experiences in how to leverage technology and data to drive efficiency, reduce cost, improve performance and reduce risk
Matthew McLoughlin, Head of Trading at Liontrust Asset Management

Matthew McLoughlin

Head of Trading
Liontrust Asset Management

Track D: Capitalising On New Data Science, Quant and ML Insights/ Data Science, Quant, ML, Tech, IT

2:30 pm - 3:05 pm Panel – What are the pros and cons of alternative data providers and which data pools offer the best value to your business?
  • How to customise  current systems to deal with multiple data feeds
  • How to best ensure your skill set can deal with the varying data quality and sources and scale up a team to read/understand this data
  • What are the best approaches to eliminate noise from data you are not using?
  • What is the current availability of this data through APIs and what the challenges in improving this?
  • How can you leverage these various data sources in a systematic way?
  • Open access and flexible output: how to best collaborate and use data in a more immersive way?
Enrico Piccolini, Financial Risk Manager at Generali Investments

Enrico Piccolini

Financial Risk Manager
Generali Investments

Richard Dudley, Quantitative PM at RPMI Railpen

Richard Dudley

Quantitative PM
RPMI Railpen

Alexandru Agachi, COO and Co-Founder at Empiric Capital

Alexandru Agachi

COO and Co-Founder
Empiric Capital

Track D: Capitalising On New Data Science, Quant and ML Insights/ Data Science, Quant, ML, Tech, IT

3:05 pm - 3:25 pm Case Study- How to use alternative data sets in asset management to establish sustainable investments and reflect changing investor demands
  • How are end client requirements in investments changing and what does this look like?
  • How are asset managers responding to this?
  • How can you model climate change into equity / fixed income portfolios?
  • What are the challenges and opportunities in applying new datasets into investment strategies?
Rodrigo Dupleich, Executive Director, Quantitative Analyst at UBS Asset Management

Rodrigo Dupleich

Executive Director, Quantitative Analyst
UBS Asset Management

Track D: Capitalising On New Data Science, Quant and ML Insights/ Data Science, Quant, ML, Tech, IT

3:25 pm - 4:00 pm Panel - How can you derive the most value from alternative data sources to deliver in-depth and actionable insights?
(run under Chatham House rules)

  • How to best find the risk angle in new data sources
  • How to best catch this data then build an effective machine model through effective signals
  • What are the best strategies for tweaking base point data patterns to get more from your data?
  • How to build signals around current asset markets
  • How to best work with alternative data providers and assess the quality of the data
  • How to look around the noise and find value from more granular information
Chafic Merhy, Head, Quantitative Research at Ostrum Asset Management

Chafic Merhy

Head, Quantitative Research
Ostrum Asset Management

Sam Livingstone, Head of Data Science at Jupiter Asset Management

Sam Livingstone

Head of Data Science
Jupiter Asset Management

Tony Guida, Executive Director, Senior Quant Research at RAM Active Investments

Tony Guida

Executive Director, Senior Quant Research
RAM Active Investments

Bill Kelly, CEO at CAIA Association

Bill Kelly

CEO
CAIA Association

Track E: Drill Down Roundtables

2:30 pm - 3:05 pm Deep dive roundtables- how to access and build a successful execution strategy in the following markets:
Choose a roundtable and benefit from detailed discussions for 30 mins on the best strategy for that market.
You can choose 1 table.

Table 1:  Emerging markets -Quentin Grulois, PM/ Equity Trader, Vanguard Investments UK
Table 2: DACH
Table 3: Turkey
Table 4: France

Track E: Drill Down Roundtables

3:05 pm - 3:40 pm Deep Dive Roundtables by AUM & strategy
Choose one roundtable  depending on your business model/AUM and discuss for 1 hour the challenges and opportunities with that particular strategy including:
  • Best strategies to grow your assets and diversify
  • How to find new investors
  • Sourcing the right broker for your business

Table 1:Hedge fund-  Gavin Murphy, Head, EMEA High Touch Trading and Syndicate, Squarepoint Capital
Table 2: 200 mil -1 bill mil euros Niklas Hojman, Co-founder/COO, Century Analytics
Table 3: 1-10 bill euros
Table 4: >10 bill euros
Frank Steffen, Managing Director & Co-Founder at CapTec Partners

Frank Steffen

Managing Director & Co-Founder
CapTec Partners

Gavin Murphy, Head, EMEA High Touch Trading and Syndicate at Squarepoint Capital

Gavin Murphy

Head, EMEA High Touch Trading and Syndicate
Squarepoint Capital

Track F: Synergy Workshops & Interactive Boardrooms

2:30 pm - 3:40 pm Synergy Workshop Automated trading: What are the lessons learnt from other asset classes outside equities?
  • Buy vs build - what is the decision making process when looking at what tools and services are needed to build in house or outsourced to automate trading?
  • How to best approach rules-based trading from a multi-asset angle
  • What does a good team and good management look like to best achieve this?
  • What are the biggest challenges in implementation and how can you overcome them?
  • How to leverage asset-specific technology across asset classes and best streamline the data
  • Connectivity challenges and differences: what to think about co-location and latency considerations for different asset classes?
Liakos Papapoulos, Senior Investment Manager Treasury at MN Asset Management

Liakos Papapoulos

Senior Investment Manager Treasury
MN Asset Management

Track F: Synergy Workshops & Interactive Boardrooms

3:40 pm - 4:40 pm Head Trader Think Tank- *by invitation only*
Investment Management
Confirmed to date include:
  • Ed Wicks, Global Head, Trading, Legal & General Investment Managers
  • Lynn Challenger, Global Head, Trading, UBS Asset Management
  • Juan Landazabal,Global Head, Trading,GAM
  • Eric Boess, Global Head, Trading, Allianz Global Investors
  • Daniel Leon, Global Head, Trading, Security Financing & Derivatives, AXA Investment Managers
  • Christoph Hock, Head, Multi-Asset Trading, Union Investments
  • Simon Steward, Head, European Trading, Capital Group            
 
Plus more.
 
16.40-17.40 Followed by Think tank reception hosted by Jane Street

4:00 pm - 4:35 pm Afternoon refreshments

CONFERENCE TRACKS

Track A

4:35 pm - 5:05 pm Panel - Buy vs build: which approach best suits your business in building a technology infrastructure that allows agility, scalability and differentiation?
  • What does your business need and do you have the internal infrastructure, skill set and team to build internally?
  • When does it make sense to use vendors vs take in house?
  • Developments in more open source technologies- how has this shifted the trend to outsource?
  • Cloud development: how has the cloud evolved as a scalable and cost effective option for plug-in analytics tools?
  • Compliance challenges around cloud and its operational structure
  • What are the pros of cons of each route regarding quality, consistency, cost and customisation?
Alun Cutler, Director Product Management EMEA at Charles River Development

Alun Cutler

Director Product Management EMEA
Charles River Development

Jimmy Carlsson Carlsso, Co-Founder/CTO at Century Analytics

Jimmy Carlsson Carlsso

Co-Founder/CTO
Century Analytics

Matt Barrett, CEO at Adaptive Financial Consulting

Matt Barrett

CEO
Adaptive Financial Consulting

Russell Thornton, Head, Trading Strategy at IRESS

Russell Thornton

Head, Trading Strategy
IRESS

Track A

5:05 pm - 5:20 pm Insight from the FCA – How are the FCA managing the plethora of trade data to continuously improve transparency and market performance?
  • Updates on the FCA best execution review and format requirements
  • There is so much data that isn’t being used, so what is the potential for augmenting processes to better use the data collected?
  • How are the FCA trying to improve the end investor understanding of required processes?
  • What are the developments for consolidated tape for post-trade?
  • Will consolidated tape for pre and post trade really help the market and add value? If not, what else can be done to drive standardisation?
Richard Fox, Head, Markets Policy at FCA

Richard Fox

Head, Markets Policy
FCA

Track B

4:35 pm - 5:05 pm Panel - How can you best leverage smart O/EMS developments to identify new opportunities and drive desk efficiencies?
  • What capabilities have current platforms got for capturing more trade information?
  • How to best structure and leverage this unstructured trade data
  • What are current strategies for flagging alpha opportunities from fund managers?
  • What are platforms doing to flag ie. block opportunities? Other vendors
  • How are providers evolving their OTC offerings and multi-asset offerings and what are their shortfalls?
  •  How are the buy side managing the varying execution systems interacting and data sharing?
  • What is the future of mobile/agile access to real-time data through the OMS?: challenges and opportunities
Dylan Kluth, Senior Dealer, Global Dealing at AMP Capital

Dylan Kluth

Senior Dealer, Global Dealing
AMP Capital

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

Track B

5:05 pm - 5:20 pm Fire Side Chat -Building a winning multi-asset execution strategy: what is needed in terms of trading, intelligence and technology to succeed?
  • What part of the trading process do you need to invest in?
  • 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?
  • Trade structure: Given different commission structures, what administrative structures are needed?
  • What other back office structures that need to be addressed and improved?
Christoph Hock, Head, Multi-Asset Trading at Union Investments

Christoph Hock

Head, Multi-Asset Trading
Union Investments

Track C

4:35 pm - 5:05 pm Panel – The multi-asset perspective: how can you build an infrastructure that can effectively handle the dynamics of multiple venues and allow access to new liquidity opportunities quickly?
  • How to best on-board new trading venues and what are practical implications regarding new execution management systems?
  • How to build an internal strategy and infrastructure that can allow you to access new liquidity options quickly
  • What are the best approaches to integrate new block trading solutions? 
  • How to overcome connectivity challenges around accessing liquidity providers quickly
Liakos Papapoulos, Senior Investment Manager Treasury at MN Asset Management

Liakos Papapoulos

Senior Investment Manager Treasury
MN Asset Management

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

Terence Chabe, Business Manager at COLT Technologies

Terence Chabe

Business Manager
COLT Technologies

Track C

5:05 pm - 5:20 pm Fire Side Chat - How can you define the value of your internal data to maximise its use business-wide?
  • Internal data- what are the untapped sources of alpha?
  • How are current pools of data being used and where are they being stored?
  • What is the future potential to systematise and how can this be done in a simple and cost effective way?
  • What capabilities can your raw data give you and what are the industry examples of how data has best been engineered to provide actionable insights?
  • How to best manage real-time data through open source software to better predict data trends
  • Striking the right balance with systematic approaches and human monitoring- what are the factors to consider?

Charles-Albert Lehalle, Head, Data Analytics at Capital Fund Management

Charles-Albert Lehalle

Head, Data Analytics
Capital Fund Management

Track D

4:35 pm - 5:05 pm Panel – How can you drive data standardisation across your firm to enhance data quality, improve collaboration and streamline use?
  • What does internal data sharing structures and collaboration need to look like to ensure standardised and clean data?
  • Readdressing the role of compliance when accessing data through the cloud or through other sources
  • How to get systems to better speak to eachother and align the data
  • Data governance: what framework is in place and what quality control strategies are still needed?
Sam Ratcliff, Head, Execution Technology at Man Group

Sam Ratcliff

Head, Execution Technology
Man Group

Sofia Kyriakopoulou, Head, Smart Analytics, Director, Group Asset Management at Swiss Re Management

Sofia Kyriakopoulou

Head, Smart Analytics, Director, Group Asset Management
Swiss Re Management

Matt Smith, Chief Executive Officer at SteelEye

Matt Smith

Chief Executive Officer
SteelEye

Francis Gross, Senior Advisor at European Central Bank

Francis Gross

Senior Advisor
European Central Bank

Track D

5:05 pm - 5:20 pm Case Study – How to use economic and financial data alongside machine learning models to better assess your sovereign risk
  • What can a machine learning approach improve on traditional modelling techniques?                 
  • How to mix economic variables and ESG considerations in order to enhance sovereign risk assessment
  • How to gain insight into the interpretability of variables?
  • What are the true benefits of such an approach compared to more traditional alpha generation techniques?
Chafic Merhy, Head, Quantitative Research at Ostrum Asset Management

Chafic Merhy

Head, Quantitative Research
Ostrum Asset Management

Track E

4:35 pm - 5:20 pm Deep-dive roundtables with the European regulators
Choose 2 roundtables and benefit from detailed discussions for 30 mins on the regulatory requirements and challenges for that market.

Table 1: UK-  Richard Fox, Head, Markets Policy, FCA
Table 2: Spain -  Javier Ruíz del Pozo, Director, Secondary Markets, CNMV
Table 3: Germany- Rudolf Siebel, Managing Director, BVI

5:20 pm - 5:25 pm Transition to main auditorium

EMBRACING SUSTAINABILITY AND INNOVATION

5:25 pm - 5:55 pm Discussion Panel - How is ESG transforming the trading landscape and what difference is it making to portfolio management and long-term fund performance?

This discussion panel will evaluate how the rise in ESG will impact the future of asset management. Discover how two
leading asset managers and one market maker are embracing ESG in fund management and how it’s impacting the stocks traded. Gain updates from the EU Commission on how they are integrating sustainability considerations into its financial policy framework.

  • What are the drivers of sustainability in trading and is it worth it?
  • How do the range of newer ESG products reflect this?
  • How is ESG provided on these products?
  • Where are the gaps in understanding ESG and its role in trading?
  • Given the current uptake, how do ESG products look to become cost-effective and liquidity alternatives to manage sustainability risk?
Rebecca Healey, Global Head, Market Structure & Strategy at Liquidnet

Rebecca Healey

Global Head, Market Structure & Strategy
Liquidnet

Matthew McLoughlin, Head of Trading at Liontrust Asset Management

Matthew McLoughlin

Head of Trading
Liontrust Asset Management

Magnus Linder, Head, Derivatives at Swedbank Robur

Magnus Linder

Head, Derivatives
Swedbank Robur

Edward Monrad, Head, Cash Equities Market Structure and Corporate Strategy at Optiver Europe

Edward Monrad

Head, Cash Equities Market Structure and Corporate Strategy
Optiver Europe

5:55 pm - 6:15 pm Closing Industry Keynote - Leveraging technology in the investment process and how to keep up with the ever-increasing pace of technological change

WorldQuant is an international hedge fund and quantitative investment management firm, currently managing approximately $5 billion in assets under management for Millennium Management via quantitative trading and investing. David oversees the firms technology and operations function, and will discuss his experience in establishing the ideal balance between technology and talent to grow and ensure outperformance.
David Rukshin, CTO at WorldQuant

David Rukshin

CTO
WorldQuant

6:15 pm - 6:15 pm END OF CONFERENCE DAY ONE & DRINKS RECEPTION FOR THE 20TH ANNIVERSARY OF TRADETECH