THETRADETECHFX DAILY
Times may not be 100 % accurate – please check the event app for the most accurate schedule. agenda
4.20 PM
5.00 PM
Main Stage A: Trading & Investment
Chair: Allan Guild, Director, Hilltop Walk Consulting
FUTURE TRADING STRATEGIES
Panel: AI in FX Overview: Narrowing the gap between theoretical potential and practical implementation of AI in FX – How are LLMs and ML driving trading and investment strategies?
• John Stead, Head of Sales Enablement, Strategy, and Marketing, smartTrade Technologies
• Kamaldeep Singh, Senior Investment Manager, PGGM
• Timothée Consigny, Chief Technology Officer, H2O Asset Management
• Tom Doris, Head of Alpha Capture, Carlson Capital
• Torsten Schoeneborn, Co-Head of G10 FX Trading, Barclays Moderator: Stephane Malrait, Chairman, ACI FMA
Interview: Tech Transformation: What innovations should you be evaluating to empower your trading desk with smarter decision making to boost execution performance?
• Oskar Wantola, Head of Execution Technology, Man Group Interviewer: Eva Szalay, Independent Expert
Main Stage B: PMs & Treasury
RISK MANAGEMENT
Panel: Cash Flow Hedging: How can you optimise your strategies for long-dated hedging of corporate balance sheets and avoid the pitfalls around foreign assets, subsidiaries and acquisitions?
• Jasper Livingsmith, Former Head of Portfolio Management, EBRD
• Kiril Bonev, Treasury Risk Manager, Ferrero
• Simone Trappolini, Treasury Manager, Carrier
• Tomáš Krčka, Head of Group Treasury & Financial Trading, ČEZ Group Moderator: Lulu Wang, Relationship Director, Coalition Greenwich
Presentation: Asset Correlations: How to structure your portfolio strategies to optimise the correlations between FX and equities, commodities, crypto and other asset classes
• Matteo Cominetta, Head of Macro Research, Barings
5.30 PM
Drinks Reception: FX Fiesta The FX Fiesta is a taste of Spain’ s rich culture, offering guests an experience that blends networking with the lively spirit of a traditional fiesta. Enjoy live entertainment from our flamenco dancer and traditional Spanish guitarist while enjoying a chilled glass of cava. The perfect atmosphere for new connections to be made.
Day 2, Thursday 18th September
8.15 AM
8.40 AM
8.45 AM
Registration, Refresh & Recharge Breakfast:
Welcome Address: Ben Sharples, TradeTech FX EU Director, WBR
Chair’ s Opening Remarks: Allan Guild, Director, Hilltop Walk Consulting
MANAGING US-LED MACRO MAYHEM
8.50 AM
9.10 AM
9.40 AM
Opening Keynote: Macroeconomic Forecast: How the reconfiguration of global supply chains, energy reliance and manufacturing shifts will affect FX markets
• Altaf Kassam, Europe Head of Investment Strategy & Research, State Street Investment Management
Panel: US Politics & Macro Environment: After half a year in the White House, what have we learned about Trump’ s approach to global trade and where to from here?
• Ashley Oerth, Associate Global Market Strategist, Invesco
• Enrico Bregolin, Multi-Asset Portfolio Manager, Fideuram Asset Management
• Mabrouk Chetouane, Head of Global Market Strategy, Natixis Investment Managers Moderator: Angad Chhatwal, Director, Head of Global Macro Markets, Coalition Greenwich
Panel: Hedging Strategies: Assessing the latest in dynamic vs. static strategies amid an increased use of optionality in hedging in highly volatile markets
• Arthur Bonneville, Head of Overlay Management, France, Edmond de Rothschild
• James Pearmund, Portfolio Solutions Manager, Schroders
• Fernando Roccato, Global Treasury Operations Director, Unilever Moderator: Matthias Bouquet, Independent Expert
GUEST SPEAKER: MACHINE LEARNING
10.10 AM
Presentation: Machine Learning: Assessing the latest in machine learning and data science for financial markets: practical applications for optimal execution, augmented TCA, liquidity modelling and alternative data
• Charles-Albert LeHalle, Professor, Department of Applied Math, Institut Polytechnique de Paris
THE GREAT DEBATE: DE-DOLLARISATION
10.30 AM
11.00 AM
Oxford-Style Debate: Oxford-Style Debate on De-Dollarisation: Hear both sides of the coin in an engaging and fun debate designed to provoke discussion and inspiration. The speakers will debate the future of the dollar and make the case that … FOR: 15 years from now the USD will still be the reigning global currency champion
• Neil Weller, Former FX Portfolio Manager, Citadel( Vs) AGAINST: The growth of BRICs, Chinese tech & digital currencies will mean that 15 years from now the USD will no longer be king
• Brian Mangwiro, Managing Director, Portfolio Manager, Global Fixed Income & Currencies, Barings Moderator: Allan Guild, Director, Hilltop Walk Consulting
Recovery Refreshment Break:
Main Stage A: Trading Chair: Allan Guild, Director, Hilltop Walk Consulting
THE FUTURE OF TRADING
Main Stage B: Portfolio Management
GLOBAL MARKETS
11.30 AM
Panel: Machine Learning: Assessing the latest in machine learning and data science for financial markets: What are the practical applications for execution, hedging and portfolio construction?
• David Marcos, Head of Trading Analytics, Switzerland, Julius Baer
• Mark Stacey, Head of Process Automation, Balyasny Asset Management
• Simon Österberg, Chief Quantitative Trader, SEB Moderator: Dan Barnes, CEO, Europe, Markets Media
Panel: EM Portfolio Construction Strategies: How to construct EM FX portfolios in light of the new global regime
• Alyona Nikolaeva, Portfolio Manager, Deputy CIO, Astero Falcon( DIFC)
• Canberk Yalcin, Director, EM Portfolio Manager, Record Currency Management
• Clothilde Malaussene, Portfolio Manager EM Debt & FX, Ostrum Asset Management
• Liam Spillane, Former Head of Emerging Market Debt, Aviva Investors Moderator: Matthias Bouquet, Independent Expert
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