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

  • Has quantitative easing ruined the investor landscape and will there be a further tightening of monetary policy 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

Salman Ahmed, Chief Investment Strategist and Portfolio Manager, Lombard Odier Investment Managers

9:45

Fireside Chat: Decrypting cryptocurrencies - the future of money or a disruptive craze?

  • What are cryptocurrencies and how do they work? Should you take them seriously and are they secure?
  • Which market participants are testing the potential of cryptocurrencies?
  • Will there continue to be flash crashes?
  • What role do cryptocurrencies play in emerging markets?
  • How can we expect cryptocurrencies to develop in the near future?

Moderator: Eva Szalay, Editor, FX Week

David Mercer, CEO, LMAX EXCHANGE 

Maxime Boonen, Director and Founder, BC2C 

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?
  • Unlocking the investment potential of Rupee internationalisation & India’s burgeoning fintech sector
  • What can Indonesia learn from Malaysia’s economic liberalisation drive FX?
  • 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

Arnab Das, Global Head of Emerging Market Macro, INVESCO 

10:45 

Morning break and opportunity to network

 

Trading Stream 

Investor Stream 

11:15  

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

12:00 

Panel: From regulation to innovation – Data, AI and machine learning

  • How is fast data influencing execution processes and pricing?
  • How are MiFID II’s data reporting requirements affecting machine learning?
  • Will artificial intelligence eventually replace algorithms?
  • What place should alternative data have in your trade and investment decision making?
  • Is last look justified in this new era of transparency and tech-assisted best execution?

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 the servicing of emerging market debt? Will there be a repeat of the 2015 crisis? 
  • How will the US-China tariff conflict affect emerging markets?
  • With emerging economies set to account for 50% of global GDP by 2030, what does the future hold?

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 & 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

Tamaryn Nuttal, Head of ForexClear Product, LCH

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

14:25

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

  • How should treasurers respond to a potential Brexodus 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 the FX Global Code and regulation?
  • Are TCA and algorithms empowering treasurers?
  • Will market makers put FX options on global electronic trading platforms, and with what result for corporate treasurers?

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? 
  • Has MiFID II helped or harmed liquidity? 
  • 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 

Christopher Jarman, Head Trader and Investment Manager, GAM

 

16:05

Livestream: Global FX Committee Paris Meeting 

  • Why has the buy-side trailed the sell-side in compliance, and how can acceptance of the Code be expedited?

16:50

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

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