THETRADETECH DAILY agenda
THE OFFICIAL NEWSPAPER OF TRADETECH 2025
TradeTech Europe Day One, Wednesday 14th May 2025
Times may not be 100 % accurate – please check the event app for the most accurate schedule.
16.05 AFTERNOON REFRESHMENT BREAK:
16.05- 16.50 CLOSED-DOOR FORUM: * closed-door and not open to media * Breaking the Silence: Discussing mental health in the trading industry The trading industry is often associated with high stakes, rapid decision-making, and intense pressure. However, the impact these challenges have on mental health is rarely addressed. In partnership with Sustainable Trading, we will host a closed-door session featuring a panel of market experts who will share their personal insights into mental health within the trading industry. The discussion will explore the critical role that managers and colleagues play in fostering a mentally healthy workplace, as well as highlight various industry initiatives designed to better support employees. Moderator: Simon Steward, Head of European Equity Trading, Capital Group Matthew Cousens, Founder, Milvus-I Consulting Tom Ungi, CEO, True Partnership Claire Cooper, Co-Founder, Looking After Me Rebecca Healey, Redlap Consulting Ltd- Founder of MindfulMarkets. AI
16.05- 17.05 BUY SIDE WORKSHOP WITH ETFBOOK: * By invitation only * Extracting Alpha: Leveraging ETF Data to Enhance Trading Strategies Workshop host: Pawel Janus, Co-founder & CEO, ETFbook
** This session is open to 50 attendees only, please sign up in advance by emailing the event producer: anna. andrews @ wbr. co. uk **
Adapting to New Tech Trends
16.30 CTO KEYNOTE: * Hosted under Chatham House Rule * AQR’ s Evolution- advancing technology to rapidly capture innovation. Steve Mock, CTO of AQR Capital Management, will discuss AQR ' s transformative journey in leveraging modern technology to drive innovation in the financial industry. Steve will provide valuable insights into the strategic decisions and technological advancements that have enabled AQR to stay ahead in a rapidly evolving landscape. Steve Mock, Principal and Chief Technology Officer, AQR Capital Management
Disrupting the European Trading Landscape
16.50 THE DISRUPTOR PANEL: Examining the rise of alternative trading mechanisms: How will new European trading models innovate an already fragmented market and offer new ways to source unique liquidity whilst minimising information leakage? During this panel we will hear from four new alternative trading systems who have recently launched in Europe. The buy side moderator will quiz the speakers on their USP, how they are differentiating their model, if they are truly offering unique liquidity, what makes their trading style different, and what problems they are solving for. Scott Bradley, CEO, OneChronos Markets UK Roman Ginis, Founder & CEO, Imperative Execution Armando Diaz, CEO, PureStream David Barnett, Founder & CEO, OptimX Buy Side Moderator: Peder Kristian Viervoll, Head of Quantitative Trading, Norges Bank Investment Management
Examining U. S. Policy & Market Sentiment Shifts
17.20 GUEST SPEAKER- FIRE-SIDE CHAT: Tariffs, policy, and uncertainty: What trump’ s return means for global markets With President Trump back in office, markets are once again navigating a wave of political and economic uncertainty. Charles from Signum Global Advisors will examine how historical U. S. election cycles have influenced market sentiment- and contrast that with the unique dynamics at play in 2025. The session will dive deep into the administration’ s evolving trade agenda, exploring the ripple effects of renewed tariffs on inflation, global trade dynamics, and investor confidence. What is the strategic endgame behind these policies? Are we witnessing a coordinated plan, or political improvisation with global consequences? Charles will also unpack under-the-radar risks that deserve more attention, from geopolitical flashpoints like Taiwan to structural questions around the Federal Reserve’ s independence and the long-term status of the U. S. dollar as the world’ s reserve currency. Charles Myers, Chairman and Founder, Signum Global Advisors Moderator: Axel Botte, Head of Markets Strategy, Ostrum Asset Management
17.40 CHAIRPERSON’ S CLOSING REMARKS: Julia Streets, CEO, Streets Consulting 17.45 TRADETECH 25TH ANNIVERSARY PARTY! OPEN TO ALL ATTENDEES
08.40 REGISTRATION & BREAKFAST 09.20 Chairperson’ s Opening Remarks: Julia Streets, CEO, Streets Consulting
TradeTech Europe Day Two, Thursday 15th May 2025
Assessing Macro & Geopolitical Events
09.30 INVESTMENT KEYNOTE & Q & A: Cross Asset Market Outlook: How is sticky inflation, higher-for-longer rates and persistent market volatility impacting asset valuations, and how can you adjust portfolios in response? Sticky inflation, high rates, and market volatility are reshaping asset valuations and investor strategies. With geopolitical risks rising and sectors reacting to policy shifts, how should portfolios adapt? Andrew Etherington, Head of Multi Asset Total Return at AXA IM will break down the key macro and market trends for 2025, from rate impacts to growth vs. value stocks, offering insights to navigate an evolving investment landscape. Andrew Etherington, Head of Multi Asset Total Return, AXA Investment Management Moderator: John Dioufas, Director, Datastream and Macroeconomics, LSEG
Quizzing Heads of Trading
10.00 HEAD OF DESK & RISING STAR Q & A: Putting heads of desk under the spotlight- an in-depth look at how heads of trading are structuring their desks and nurturing the next generation of leaders Do you have a burning question for your boss that you’ re too afraid to ask? Join this panel and submit your questions anonymously using our online platform, Slido. Two Rising Star traders will be joining us to quiz heads of trading on how they are nurturing and keeping talent on their desk. Jeffrey Bolduc, Head of Trading and Portfolio Implementation, AQR Capital Management Ines de Tremiolles, Global Head of Trading, BNP Paribas Asset Management Cathy Gibson, Global Head of Trading, Ninety One Alison Hollingshead, Chief Operating Officer, Investment Management, Jupiter Asset Management Rising Star Moderators: Grainne O’ Connor, Senior Equities Trader, Fidelity International Danielle Fregeau, Global Equity Trader, Impax Asset Management
The Future of Equity Trading & Investing
10.30 STAR FUND MANAGER KEYNOTE: Making the case for active investment strategies: What are the unintended consequences of the rise in index tracker funds? Stephen Yiu launched the Blue Whale Growth Fund in 2017. The fund may only be 7 years old, but the manager is already being compared to the best stock pickers out there. Stephen’ s big break came through the billionaire Peter Hargreaves, co-founder of the UK’ s largest investment platform, Hargreaves Lansdown, who seeded the fund with $ 30 million( currently at $ 1.5bn AUM). Stephen’ s fund has delivered significant outperformance versus its peers and index ETFs, with a total return of over 140 % vs. average global funds at 78 %. In this session Stephen will explore equity investing trends, the long-term impacts of passive investing on SMEs and the capital market function, and how active managers can survive the index fund storm. Stephen Yiu, Managing Partner and CIO, Blue Whale Growth Fund www. thetradenews. com 29