Programme

2017 Programme

Programme

 

08:00

Registration and breakfast

08:50

Welcome address:

Eva Szalay, Editor, FX Week

09:00

Macro panel: Inflation, political instability and slowing growth

  • Can we expect further quantitative tightening by central banks?
  • What implications will rising inflation have for G10 interest rates?
  • What does a strong dollar mean for the rest of the world?
  • If China’s GDP growth continues to weaken, what will that mean for its trade partners?
  • Global slowdown: will 2020 witness another recession?

Moderator: Helen Thomas, CEO, Blonde Money

James Ashley, Head of International Market Strategy, Goldman Sachs Asset Management 

Michael Hart, Chief Economist and Strategist, City of London Investment Group

Arnab Das, Head of Emerging Market Strategy, Invesco Perpetual 

Christian Schulz, Economist, Director, Citi 

9:45

Fireside chat: Decrypting cryptocurrencies - the dynamic future of digital assets

  • What structural changes are necessary for crypto markets to attract widespread institutional participation?
  • What lessons can the crypto space learn from more traditional financial markets?
  • Will an "institutionalised" crypto market more closely resemble traditional OTC FX or exchange-traded equities and futures in terms of market structure?
  • What are the challenges that currently exist with regards to the custody of crypto assets? Is there a fundamental trade-off between accessibility and security?
  • Is the current regulatory landscape helping or hindering the adoption of crypto trading by major institutions?

Moderator: Eva Szalay, Editor, FX Week

David Mercer, CEO, LMAX EXCHANGE 

Max Boonen, Director and Founder, B2C2 

10:15

Fireside chat: The unstoppable rise of APAC markets: bumps in the road to global alignment

  • Will the Komodo bond market in London continue to strengthen?
  • How can investors unlock potential of rupee internationalisation and India’s burgeoning fintech sector?
  • What can Indonesia learn from Malaysia's FX liberalisation drive? 
  • Trade war threats, slowing Chinese growth and rising inflation – will the storm abate?
  • As China joins mainstream equity indexes, can the renminbi be taken seriously by investors and traders?

Moderator: Andrew Cainey, Associate Fellow, Asia-Pacific Programme, Chatham House

Sherry Madera, Special Advisor for Asia, City of London Corporation

Ibukun Adebayo, Co-Head Emerging Markets Strategy, London Stock Exchange 

10:45 

Morning break and opportunity to network

 

Trading Stream 

Chair: Eva Szalay, Editor, FX Week 

Investor Stream 

Chair: Laura Matthews, Reporter, FX Week 

11:10  

Panel: Prime of Prime – innovative offerings in a competitive ecosystem

  • What role should PoP play in today’s highly fragmented market?
  • In what ways are prime brokers leveraging new technologies to improve the services they offer?
  • Evaluating business models at PoPs and trading against clients - impossible to know or a no-no?
  • What will brokers be focusing on in 2018/19?

Moderator: Eva Szalay, Editor, FX Week 

Peter Plester, Head of FX Prime Brokerage, Saxo Bank 

Marcus Butt, Global Head Prime Services and Futures, NatWest Markets

Ramy Soliman, CEO, Stater Global Markets 

Jonathan Brewer, Managing Partner, IS Prime 

Matthew Maloney, CEO, CFH Clearing 

Panel: Intermarket strategy and geopolitics: Trump, Brexit and the Euro

  • What new investment ideas and processes are helping traders navigate the shifting global FX market?
  • How can we expect US policy under Trump to develop over the next 12 months?
  • What does the US-China tariff conflict mean for debt and global trade?
  • Will Brexit and political instability in Europe harm liquidity and investment opportunities?
  • Is the Euro facing a fight for its continued existence?

Moderator: Ashraf Laidi, CEO, Intermarket Strategy Ltd

Antonio Del Favero, Senior Portfolio Strategist, Rubrics Asset Management

Bac Van Luu, Head of Currency and Fixed Income Strategy, Russell Investments

James Binny, Global Head of Currency, State Street Global Advisors

Jasper Lillingston, Director, Treasury, European Bank for Reconstruction and Development

11:55

Panel: The rise and rise of AI: Data, machine learning and algorithms 

  • How is fast data influencing execution processes and pricing?
  • How is MiFID II affecting the availability of data?
  • Will artificial intelligence eventually replace algorithms?
  • What role should alternative and big data play in your investment strategies? 

Moderator: Richard Bateson, Director, Bateson Asset Management

Marco Jean Aboav, Global Macro Portfolio Manager, Numen Capital

Saeed Amen, Quant Strategist, Author & Founder, Cuemacro

Christopher Clarke, Alternative Investment Strategist, Allianz Global Investors

Paulo Rosario, Senior Economist, Data Scientist, M&G Prudential 

Hasan Amjad, Head of Algorithmic Trading, Cantab Capital Partners 

Panel: Uncertainty in Emerging Markets: Debt, sell-offs and trade tensions

  • How is political and economic activity in Latin America, South Africa, Turkey and elsewhere influencing the market?
  • How are rising interest rates affecting emerging market debt? Will there be a repeat of the 2015 crisis? 
  • How is the US-China tariff conflict affecting emerging markets?
  • With emerging economies set to account for 50% of global GDP by 2030, what is the outlook for the asset class? 

Moderator: Hassan Malik, Emerging Markets Strategist, Princeton University Press

Craig Botham, Head of Emerging Markets, Schroders

Liam Spillane, Head of Emerging Market Debt, Aviva Investors

Kaan Nazli, Senior Economist, Neuberger Berman

Bernd Berg, Global Macro and FX Strategist, Woodman Asset Management

12:40

Lunch and opportunity to network

1:40

Panel: New horizons in prime brokerage and clearing: swaps, options and credit

  • Is clearing facilitating the growth of prime brokerage?
  • How will uncleared margin rules affect brokerage and clearing?
  • Is there much appetite for deliverable FX options and swaps clearing?
  • Should we separate credit and liquidity provision?
  • Will alternative credit remediation solutions like futures and blockchain replace prime brokerage?

Moderator: Eva Szalay, Editor, FX Week 

Marc Millington-Buck, Head of International FX Business Development, Moscow Exchange

Paddy Boyle, Global Head of ForexClear, LCH

Dave Reid, Global Head of FX Prime Brokerage, Deutsche Bank

Vivek Sarohia, Global Head of Structuring, FX Prime Services, HSBC 

14:25

Corporate treasurers’ panel: risk management in a shifting economic landscape

  • How should treasurers respond to Brexit and other geopolitical risks?
  • What are the essential strategies for reducing risk exposure today?
  • How can treasurers stay on top of the multiple challenges posed by financial regulation including the new FX Code? 
  • What is the impact of data and new technology? 
  • What is the optimal treasury risk framework in today's market? 

Moderator: Peter Matza, Speakers’ Chair, Association of Corporate Treasurers

James Kelly, Group Treasurer, Pearson Group

Susana Aristizabal, Director, Assistant Treasurer, Bombardier transportation

Joseph Peka, Deputy Treasurer, URENCO

15:05

Afternoon break and opportunity to network

15:25 

Panel: Opportunity and uncertainty in a dynamic market: liquidity, execution and regulation

  • What value have non-bank liquidity providers added to market flows?
  • Who holds market risk today? 
  • How do you monitor all the disclosure notices and TCA reports provided by your LPs? 
  • What themes will dominate the trading agenda over the next 12 months? 

Moderator: Julian Gladwin, Co-founder and Managing Director, Axiom Global Advisors 

Nick Wood, Head of Execution, Millennium Global Investments

Andreas Koenig, Head of Global FX, Amundi Asset Management 

Nikos Tsokounoglou, Head of Algorithmic Trading, ADSS Securities 

Rich Turner, Senior Trader, Insight Investment 

16:05

Livestream: Global FX Committee Paris Meeting  

  • The latest developments from the GFXC’s most recent meeting, ongoing in Paris
  • Updates on the evolution of the GFXC and what’s ahead, as well as buy side outreach, cover and deal and disclosures

Simon Potter, Chair, Global FX Committee

Adrian Boehler, Co-Vice Chair, Global FX Committee 

Akira Hoshino, Co-Vice Chair, Global FX Committee 

16:30

Champagne roundtables

Led by an expert speaker, each roundtable will provide delegates with an opportunity to delve deeper into the controversial issues discussed through the second half of the conference. Get your most pressing questions answered… with a chilled glass of champagne in hand of course!

1. FX Global Code

  • Will some jurisdictions make failure to comply a legal offence?
  • Where can we see ambiguities in the code and how can they be resolved?
  • Does the code go far enough? Will it set a common market standard for TCA and be updated to end fixing through last look?
  • How can market participants and regulators collaborate to ensure compliance?

David Woolcock, Director, Eurobase Banking Solutions

2. FX as an asset class: where are the investors?

  • Why don’t more investors consider FX an asset class worth investing in?

Philippe Bonnefoy, CEO & Founder, Eleuthera Capital

3. The truth about blockchain

  • How does blockchain work, and is it secure?
  • Will the technology be as revolutionary as the development of the internet?
  • What role does blockchain already play in settlement and credit remediation?
  • Could distributed ledgers transform the way regulators work? 
  • How far advanced is the institutional adoption of blockchain, and how will it be used in the future?

Jean-Marc Bonnefous, Managing Partner, Tellurian Capital Management

4. Algorithmic execution and TCA – optimising execution & trade analysis in an era of increasing market complexity

  • What are the latest innovations traders need to be aware of?
  • How can TCA enhance execution and trade analysis?
  • Has machine learning finally mastered the demands of high frequency trading?
  • As institutions develop more algorithms, how can we ensure they comply with codes of conduct?
  • How far could algorithmic trading eventually extend? Will it transform FX swaps and options? 

Victor Lebreton, Head of e-Trading, Quant Hedge

17:15

Chair closing remarks

17:20 

Drinks reception