THETRADETECHFX DAILY
Times may not be 100 % accurate – please check the event app for the most accurate schedule . agenda
Day Two , Wednesday 18th of September
08.00 AM Registration , Reresh & recharge breakfast
09:00 AM Welcome Address : Ben Sharples , TradeTech FX EU Director , WBR
09:05 AM
Chair ’ s Opening Remarks Allan Guild , Director , Hilltop Walk Consulting
NAVIGATING A MACRO MINEFIELD
09:10 AM
09:30 AM
10:00 AM
10:20 AM
Guest Speaker : The Price of Time – The Real Story of Interest : Key insights into why the global financial system is moving closer to another major crisis Edward Chancellor , Financial Historian , Journalist & Investment Strategist
Panel : 2025 Capital Markets Outlook : When the dust settles after a year of key global elections , ongoing wars and continued trade tensions , what is influencing your risk management strategies and investment decisions ?
• Altaf Kassam , Managing Director , EMEA Head of Investment Strategy & Research , State Street Global Advisors
• Arnab Das , Global Macro Strategist , Invesco
• Lauren Van Biljon , Senior Portfolio Manager , Rates & FX , Allspring Global Investments Moderator : Roderick Ngotho , Independent Global Macro & Emerging Markets Strategist
Guest Speaker : US Election : Trump ? Biden ? Armageddon ? Assessing the monetary and economic implications of the most seismic US election in a decade
• Brian Mangwiro , Managing Director , Portfolio Manager , Global Fixed Income & Currencies , Barings
Recovery Refreshment Break
10:40 AM
Main Stage A : Trading Chair : Allan Guild , Director , Hilltop Walk Consulting
DERIVATIVES IN FOCUS
Panel : Options : What are the latest market trends in listed vs OTC trading , liquidity and electronification in the final frontier of FX automation ?
• John Rothstein , UK Managing Partner and Global Chief Operating Officer , Optiver
• Kenza Medjkane , Senior FX & Rates Trader , Total Energies
• Ramon Puyane , Head of FX Trading , IMC Trading Moderator : Eva Szalay , Independent Market Expert
TRADING STRATEGIES & MARKET STRUCTURE
Main Stage B : Portfolio Management Roderick Ngotho , Independent Global Macro & Emerging Markets Strategist
GLOBAL MARKETS
3x3 Panel : Asian Markets quick fire : 3 currencies , 3 speakers , 3 hot takes ( 10 minutes each ): Korea : With the Won continuing its drive to be a top global currency , what are the market impacts if it becomes internationally deliverable ? // China : What are the latest developments in the Chinese economy and their implications on the future of the Renminbi as a reserve currency ? // Japan : Will the Bank of Japan raise rates , and is their yield cost control tail risk still an issue or blunted by the global economy ?
• Clothilde Malaussene , Portfolio Manager EM Debt & FX , Ostrum Asset Management
• Stephen Li Jen , Chief Executive Officer & Co-Chief Investment Officer , Eurizon Capital Moderator : Roderick Ngotho , Independent Global Macro & Emerging Markets Strategist
GLOBAL MARKETS
11:10 AM
Panel : All to All Trading & Credit : What are the latest developments in the push to decouple credit from the trade and how can you use strategies like all-to-all trading to create alternative sources of liquidity ?
• Alvin Chopra , Chief Operating Officer & Co-Founder , SpectrAxe
• Jay Moore , CEO & Co-founder , FX HedgePool
• Tjerk Methorst , Senior Trader , PGGM Investments Moderator : Dan Barnes , Editorial Director , Markets Media
Panel : Emerging Market Access : Assessing the latest developments in liquidity , on-shore settlement , electronification and NDFs in emerging markets , and how you can leverage them to gain greater access
• Dmitri Galinov , Chief Executive Officer , 24 Exchange
• Lewis Samuels , Head of eFX , Crown Agents Bank
• Stephane Xavier , Vice President , EM FX & Rates Trader , Neuberger Berman
• Telmo Simoes , Managing Director of Institutional Sales , Emerging Markets , ATFX Connect Moderator : Roderick Ngotho , Independent Global Macro & Emerging Markets Strategist
THE FUTURE OF TRADING RISK MITIGATION
11:40 AM
Panel : Rising Stars : Preparing for the next generation of trading leaders : What are the future skillsets required to thrive in today ’ s data and tech driven capital markets ecosystem ?
• Alan Martin Lucero , Lead FX Trader , Norges Bank Investment Management
• Baris Halitoglu , Trader , Nordea Asset Management
• Ramin Salmen , Senior Trader , DWS
• Wiebe Kuper , Quant FX Trader , PGGM Moderator : Dan Barnes , Editorial Director , Markets Media
Presentation : Portfolio Currency Risk : How to accurately quantify currency risk in low volatility markets and hedge it in your global portfolio construction
• Pierre Lequeux , Managing Director - Head of Investments , Millennium Global
12:10 AM
Presentation : DE & I : Launching new DE & I initiatives : How can you meaningfully progress DE & I across FX markets to diversify skillsets , attract new talent and boost performance ?
• Jacquline Alcindor , Global Diversity & Inclusion Programme Partner , Legal & General Investment Management
Interview : TBC
• Rachael Noble , Managing Director Investments , Macro Portfolio Manager , Fulcrum Asset Management Moderator : Allan Guild , Director , Hilltop Walk Consulting
Networking Lunch Roundtables : Join a roundtable focused on your specific challenges . Sit down with your peers to explore the latest FX developments and innovations .
12:30 AM
1 . Tech Partnerships : How are the buy side in-sourcing partnerships in data , cloud , liquidity pools , venue and tech to move away from the typical bank and vendor relationships Tjerk Methorst , Senior Trader , PGGM Investments 2 . Talent : How can you adapt your hiring and training process to futureproof your desk with the latest skillsets required to thrive in today ’ s markets ? Annabel Smith , Editor , The TRADE 3 . Spot Market Overview : What are the leftfield threats and possibilities in 2024 that could throw a relatively stable market ? James Barnett , Multi-asset Trader , Manulife Investment Management 4 . LATAM regional review Clothilde Malaussene , Portfolio Manager EM Debt & FX , Ostrum Asset Management 5 . EMEA regional review Canberk Yalcin , Director & EM Portfolio Manager , Record Currency Management Frontier Markets : How are you getting around market complexity and delivery issues in frontier markets Roderick Ngotho , Independent Global Macro & Emerging Markets Strategist
13:30 AM End of TradeTech FX EU 2024 – See you next year !
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