Viewed as an industry pioneer, Michael oversees a global trading team operating 24 hours per day responsible for the execution of long and short trades in over seventy-five markets. They also gathering intelligence on new instruments including hard currency and local currency debt. Having successfully steered Eaton Vance’s FX trading desk trough choppy waters in 2015, Michael will be outlining what trends he sees driving FX markets forward and how you can successfully capitalize on these in 2016.
James Wallin is a Senior Vice President in AllianceBernstein’s Fixed Income group. Prior to joining AllianceBernstein, Wallin was at Morgan Stanley Investment Management, Evergreen Asset Management Corp. as Senior Counsel and Yamaichi Capital Management Inc., where he served as General Counsel and Chief Administrative Officer. Prior to working at Morgan Stanley, Wallin also worked in the legal department of The Dreyfus Corporation and with the law firm of Cole and Dietz. He also had been with Alliance Capital previously, from 1982 to 1986. He is a member of the New York Bar and a solicitor of the Senior Courts of England and Wales.
Isaac is the Co-head of Trading at AQR. In this role, he is responsible for managing the firm’s trading operations across all asset classes and regions. Prior to AQR, Isaac was the Global Head of Fixed Income, Currencies and Commodities at KCG Holdings, where he was responsible for all aspects of automated trading for the division. Previously, he spent nearly 12 years at Goldman Sachs, most recently as a Managing Director in Interest Rate Products. He began his career in the Risk Management and Analytics group at BlackRock. He has served on the Treasury Borrowing Advisory Committee (TBAC), and has been frequent conference speaker on topics related to trading and market structure. Isaac earned a B.S.E. in Computer Science from Princeton University and an M.B.A. from New York University’s Stern School of Business.
Hicham Hajhamou is currently the head of Rates and FX trading at quantitative hedge fund AQR. Hicham has more than 17 years’ experience in financial markets. He started his career at Lehman brothers and held several senior trading position at other investment banks. He is a global macro and market structure specialist with experience in both OTC and e-trading, discretionary and systematic strategies. His interests are in factor investing, technology solutions for trading and global macro dynamics. Mr Hajhamou holds a master in mathematical finance from Columbia University and a master in financial markets and risk management from University of Paris Dauphine.
Dwayne is Head of US Fixed Income Tradingin Long Only Asset Management. He joined Morgan Stanley in 2009 and has 21years of investment experience. Prior to joining the firm, Dwayne spent nineyears with JPMorgan Asset Management as a senior portfolio manager. Mostrecently, he was head of Investment Grade Credit Strategy leading portfolioconstruction, sector allocation, trading and credit research. Previously,Dwayne served as portfolio manager with Criterion Investment Managementspecializing in the corporate bond sector. Dwayne received a B.A. in economicsfrom the University of Maryland and an M.B.A from Northeastern University. Heholds the Chartered Financial Analyst designation and is a member of the NewYork Society of Securities Analysts.
Gregory C. Heller, CFA, is an investment officer and director of Global Fixed Income Trading at MFS Investment Management® (MFS®). He is based in Boston. He is a member of the MFS Global Fixed Income Management Team and serves on the firm's Investment Management Committee.
Greg joined MFS in 2002 as a municipal fixed income trader. He was named an associate director of fixed income trading in 2006 and assumed his current responsibilities in 2007. He began his career in the financial services industry in 1991 at Eaton Vance, where he held several investment and trading positions over an 11 year period.
Greg earned a bachelor's degree from George Washington University and holds the Chartered Financial Analyst (CFA) designation.
Alex Sedgwick is head of Fixed Income Market Structure and Electronic Trading in Global Trading at T. Rowe Price. Mr. Sedgwick is responsible for custom research and analysis pertaining to market structure, liquidity, and trade cost/execution analysis across the various fixed income sectors. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.
Mr. Sedgwick has 15 years of investment experience, two of which have been at T. Rowe Price. Prior to joining the firm in 2014, he spent eight years at MarketAxess Corp. in New York, where he was most recently head of research.
Mr. Sedgwick earned a B.A. in economics and politics from Washington & Lee University. He also has earned the Chartered Financial Analyst designation and is a Series 7 and 63 registered representative.
Ted Kelleher is Head of Fixed Income and Currencies Sales within our Global Markets business for the Americas region. In this role, he is responsible for managing the sales relationships with Financial Institutions for Rates, Credit, Foreign Exchange, Emerging Markets, Insurance Solutions and Securitized Products.
Mr. Kelleher joined Societe Generale in August 2013 as Head of the Client Management Unit for Societe Generale Corporate & Investment Banking’s Global Markets Division in the Americas where he led an effort to build a client-centric franchise across all flow product businesses and financing in the United States, Canada and Latin America.
Prior to joining SG, Ted had been with UBS nearly 20 years. In his most recent position with UBS he led and managed a national salesforce driven to deliver Equity, FICC and Cash Management products to Institutional and Corporate Clients. He devised and executed comprehensive client and salesforce acquisition and growth strategies resulting in deep relationships and a robust, sustainable franchise.
Lee Olesky is cofounder and Chief Executive Officer of Tradeweb Markets. He has more than 25 years of experience in managing financial technology and investment banking companies. In a career highlighted by innovation and the successful creation of two multi-billion dollar global financial technology firms, Olesky has played a key role in the evolution of electronic trading in fixed income and derivatives. He currently serves on the CFTC's Technology Advisory Committee, in addition to providing governments worldwide with insight into the evolution of electronic trading and financial technology.
Prior to Tradeweb, Olesky worked at Credit Suisse First Boston in a variety of management positions, and ultimately as Chief Operating Officer for the Fixed Income Americas division. He was then founder and CEO of BrokerTec, a successful electronic brokerage platform, which was sold to Icap in 2002. Olesky rejoined Tradeweb that same year as President, and was based in London to spearhead the company's expansion internationally and in derivatives markets. Olesky became CEO in 2008, and since returning to the firm 15 years ago, has led the Company to growth of over $500 million in annual revenue and more than a 30 fold increase in market value.
In addition to organic growth of the business during Olesky's tenure, he was also instrumental in the sale of the company to the Thomson Corporation in 2004, now Thomson Reuters, and new investment from leading banks four years later. The company also made several key acquisitions over time, including Tradeweb's entrance into retail fixed income with the purchase of LeverTrade in 2006, and expansion into inter-dealer trading with the acquisition of Hilliard Farber & Co. in 2008. This led to the launch of Tradeweb Retail and Dealerweb, an electronic inter-dealer marketplace that also acquired the brokerage assets of Rafferty Capital Markets in 2011. In 2013, Olesky oversaw the acquisition of BondDesk Group LLC to create Tradeweb Direct, the retail fixed income sector's leading electronic marketplace, and the acquisition of CodeStreet in 2016 to support data driven trade identification for corporate bonds.
Olesky has been named one of the "Top Global Executives and Innovators in Financial Technology" by Institutional Investor magazine ten times, and received the BritishAmerican Business Entrepreneurial Award in 2016. He has served on a variety of both private and public company boards and currently serves on the boards of Tradeweb and Credit Benchmark.
Dr. Sam Priyadarshi is Head of Portfolio Risk and Derivatives at Vanguard and leads a global team responsible for derivatives trading and portfolio risk management of active fixed income funds totaling over $115 billion. He manages the research and execution of overlay strategies. He is chair of the Technology Steering Committee and a member of the Market Structure Committee.
Prior to joining Vanguard in 2009, he worked at the Lincoln Financial Group for 12 years, where he was Vice President, Derivatives and was responsible for hedging insurance products and portfolios. He was a member of Lincoln’s Derivatives Committee, Insurance General Account Assets Committee, and Alternative Investments Screening Committee.
Dr. Priyadarshi holds a Bachelor of Science in Mechanical Engineering from Birla Institute of Technology, Ranchi. He holds an MBA from the Indian Institute of Management, Calcutta, and has a Ph.D. in finance from Virginia Tech. He has more than 20 years of investment experience, has spoken at several industry conferences, and has guest lectured at many universities. He delivered the commencement speech at UCLA Anderson School of Management MFE 2012 graduation ceremony. He is an active participant in many industry panels and working groups related to derivatives and fixed income markets.
James Switzer joined AllianceBernstein in 2011 as global Head of Credit Trading, overseeing both investment-grade and high-yield credit trading. Previously, he was a managing director at Société Générale, where he managed the Financial Institutions Credit Trading Desk, and at BNP Paribas, where he managed the Investment Grade Trading Desk from 2000 to 2002. Switzer also formerly served as a sector portfolio manager/trader at UBS Principal Finance (from 2002 to 2005) and at Sigma Capital (from 2005 to 2008). Earlier in his career, he worked at Paine Webber and Co.; Kidder, Peabody & Co.; and Alex. Brown & Sons. Switzer holds a BA in biology from Colgate University.
Erik is the managing director of the Fixed Income Trading Applications Team. Erik and his team ensure products, specifically the Global Trading System Fixed Income, are developed and enhanced in line with trading objectives and industry best practices. Erik provides functional leadership, driving product design while ensuring that WMC products are compelling and demonstrate value to the traders. His proprietary applications are used to trade in the US, London, and Asia.
Brandon Rasmussen is a Senior Fixed Income Trader for Russell Investments. Brandon is responsible for the direction and oversight of global fixed income trading activity. The current product suite includes short term investments, exposure management, transition management, execution services, commission recapture, ETFs, emulation, interim portfolio management and portfolio solutions.
Prior to his role, Brandon worked as a trader responsible for executing trades for foreign and domestic fixed income securities for the Russell Investments’ funds and third party client accounts. He facilitates the day-to-day trading and strategy of fixed income activity. His duties encompass planning trade strategy, pre-trade cost analysis, execution and post-trade review. Brandon joined Russell Investments in 2005.
Russell Implementation Services Inc. is an SEC registered investment adviser and FINRA member broker dealer.
Edward Boyle is Vice President and Portfolio Manager for American Century Investments®, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company's New York office.
Mr. Boyle is a member of the Rates and Currency Markets team within the firm's Fixed Income group. He also serves as a portfolio manager on the International Fixed Income strategy. Before joining American Century Investments in 2013, Mr. Boyle was a portfolio manager at FX Concepts, where he managed a portfolio of currencies and futures. Previously, he was a member of the Global Macro Trading and Research team at Brevan Howard. Prior to that, he was a quantitative researcher and trader for Escher Capital, a privately held investment firm located in Westport, Connecticut. Before entering the investment industry, Mr. Boyle was a founder and managing partner of Magnum Design and was also a Captain in the U.S. Army.
Mr. Boyle holds a bachelor's degree in engineering from the United States Military Academy, an MSBA in international business from Boston University and a master's degree in automation systems from Stanford University.
Zack Ellison, CFA, CAIA is a Director in U.S. Public Fixed Income at Sun Life Investment Management, whose teams manage over $100 billion in assets. Mr. Ellison is primarily responsible for corporate credit trading and actively contributes to the firm's corporate credit strategy, investment processes, portfolio construction, and risk management practices.
Prior to joining Sun Life, Mr. Ellison developed his investment and risk management skills at Deutsche Bank (NY) as a sell-side corporate credit trader focused on crossover credits, hybrid securities, and preferred stock and at Scotia Capital (NY) as a corporate banker and leveraged loan analyst.
Mr. Ellison earned a Bachelor of Arts degree from Swarthmore College while majoring in Economics. He holds an MBA with concentrations in Analytic Finance and Economics from The University of Chicago Booth School of Business and achieved the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Mr. Ellison is in the process of earning an MS in Risk Management from NYU Stern with an expected completion date of May, 2017.
Richard M. McVey founded MarketAxess in April 2000 and has been Chairman and Chief Executive Officer since the firm's inception. Under his leadership, MarketAxess has emerged as the leading electronic platform for corporate bonds, creating an efficient and competitive marketplace for over 1,000 global institutional investors and broker-dealer firms to trade a broad range of credit products. Mr. McVey led the company's initial public offering in November 2004 and in 2015 the company had revenues of over $303 million, and a market capitalization of over $5 billion.
MarketAxess has introduced multiple innovations in trading technology to increase the transparency and liquidity of global credit markets. The company has developed a range of new and innovative trading tools to connect bond buyers and sellers, including investor-to-multi-dealer and all-to-all electronic trading solutions. MarketAxess has been awarded 13 patents for trading technology.
Mr. McVey began his career in the futures industry and joined J.P. Morgan & Co. in 1992. From 1992 to 1996, Mr. McVey was managing director and head of J.P. Morgan's North American futures and options business, and in 1996, he was chosen to be J.P. Morgan's head of North American fixed income sales and investor client relations. Mr. McVey previously served on the board of directors of Blue Mountain Credit Alternatives L.P. and now serves on the board of directors for the Miami University Foundation and the Colby College Board of Trustees. In 2012 Mr. McVey was Ernst & Young's "National Entrepreneur Of The Year" for financial services and has also been named to Institutional Investor's "Tech 50" nine times.
Mr. McVey received a B.A. in Finance from Miami (Ohio) University and an M.B.A. from Indiana University.
David Saab, Managing Director, is a member of the Private Bank’s manager selection team. Based in London, he is the global head of fixed income and absolute return funds. Prior to joining J.P. Morgan in 2011, he was working as a Portfolio Manager at Banque Privee Edmond de Rothschild. He headed their Fixed Income and Absolute Return fund research as well as their broader multi-manager team, developing expertise in High Yield, Leveraged Loans and Emerging Markets debt. David was a member of the investment committee at BPERE and had built tailored asset allocation solutions for high net worth clients. He started his career at J.P. Morgan where he worked on the Masterswap desk. David holds a master’s degree in Finance from Audencia Nantes Business School and has attended the MBA program of Georgia State University in Atlanta, GA.
Jarred A. Sherman, managing director, is a portfolio manager for the Absolute Return and Opportunistic Fixed Income Team at J.P. Morgan Asset Management. Prior to taking on this role, Jarred was a lead portfolio manager responsible for the strategy development and management of the enhanced cash and short duration portfolios within the U.S Fixed Income Group. An employee since 1999, Jarred has also served as an investment analyst within the Short Term Fixed Income Product Group. Jarred holds a B.A. in economics from the University of Pennsylvania and an M.B.A. from Columbia University. He is also a CFA charterholder.
Henley Smith currently serves as Senior Vice President with primary responsibility of relationship management and business development through the introduction of individual, family office and selective institutional clients to Vanderbilt Avenue Asset Management’s suite of solutions in cash and short-duration fixed income investments and related market strategies. He also offers clients a wealth of insight and experience through the conservative construction of limited-duration investment portfolios that enhances return, liquidity and principal safety.
Before joining Vanderbilt, Henley served as Senior Director–Investment in Oppenheimer& Co Inc.’s Private Client/Wealth Management Division focused on liquid alternative investment products. Henley also served as Chief Investment Officer of Commonwealth Asset Management LLC,which is part of the Gabelli Family Office Investment Platform. Before Commonwealth, he completed a 20 year association with GAMCO Investors where he served as CIO of Gabelli Fixed Income LLC from that firm’s inception in 1987.
Henley joined Vanderbilt with the expectation of sharing this experience and knowledge by making use of a similar business model that highlights his long-term track of market success and portfolio innovation. Vanderbilt’s commitment to a client focused, safe harbor investment model is a perfect match with his historical portfolio mandates and further complements his efforts to assist in elevating the firm’s brand.
A regular guest on Bloomberg TV and Radio and a participant in numerous investment forums, Henley is frequently cited in industry publications in which he characteristically champions a risk-averse, straightforward, and understandable market strategy in support of those investors working toward achieving similar investment objectives. Henley graduated from St. Lawrence University with a Bachelor of Science degree in economics. He currently holds The General Securities Representative License(Series 7), the Uniform Securities Agent State Law Exam (Series 63), and the Uniform Investment Adviser Law Exam (Series 65).
Mr. Castelluccio has over 40 years of Wall Street experience. His Wall Street career began in the OTC market place but that was short lived when he was introduced to the fixed income markets and he never looked back. He is currently President of Capital Markets and Head of Trading at CG Capital Markets in NYC. CG Capital Markets also has offices in Boca Raton Fla. and Red Bank N.J. Mr. Castelluccio specializes in creating and trading bonds linked to the yield curve, various indices , equities, currencies and commodities. He focuses on investor solutions, portfolio allocations and markets strategies. Prior to joining CG Capital Markets, Mr. Castelluccio was Managing Director and co-head of the fixed income group at PrinceRidge LLCPrior to joining PrinceRidge LLC Mr. Castelluccio was Senior Vice President of Fixed Income Sales and Trading at Inter-Capital Securities with trading responsibility for middle market institutional accounts. Before joining Inter-Capital, Mr. Castelluccio spent the majority of his career at Prudential Securities, most recently as Senior Vice President of corporate bond trading where he managed the corporate bond trading desk for the firm’s retail and institutional accounts. Mr. Castelluccio is a former president (1984-1985) of the Corporate Bond Traders Club of New York. He recently published “ The Investor’s Survival Guide” a basic training for all investors. He is a graduate of the College of Staten Island in NYC and is a proud veteran of the United States Marine Corps.
Marc Chandler has 30 years of experience in the FX market, starting his current role at BBH in 2005 as Global Head Of Currency Strategy. His current research projects include global imbalance and the relationship between savings, investment and growth. Marc is often called upon to provide macro-economic expertise on CNBC and Bloomberg amongst other media.
Bill Harts is the CEO of the Modern Markets Initiative, the industry advocate for electronic and high frequency trading firms. He is known in the financial services industry as a pioneer of algorithmic trading as well as an authority on financial market structure and applied technology for trading.
As Managing Director and Head of Equity Strategy for Bank of America Securities, he was responsible for development of the firm’s electronic and algorithmic trading businesses, including its industry-leading Electronic Algorithmic Strategy Execution, InstaQuote direct market access product, and the Quantitative Strategies research group. He was Chairman of the Bank’s NYSE Specialist business, guiding it through an especially tumultuous reinvention process.
Prior to joining the bank, Mr. Harts held the position of Executive Vice President for Corporate Strategy for The NASDAQ Stock Market, Inc.
Mr. Harts created the industry’s first fully automated market making operation for Salomon Smith Barney/Citigroup, and was head of the Global Program Trading Department with responsibility for desks in New York, London and Tokyo. Prior to that, he was a consultant to Goldman, Sachs & Co. for three years with Fischer Black in their Quantitative Strategies Group developing equity derivative trading systems.
Mr. Harts was a member of the SEC’s Special Advisory Committee on Market Information and a member of the Nasdaq UTP Advisory Committee. He has spoken at the SIFMA Annual Conference, the FPL Americas Electronic Trading Conference, the Securities Industry Association Market Structure Conference, and the Baruch College Zicklin School of Business' Regulation of U.S. Equity Markets Conference. He is an occasional guest lecturer at Columbia Business School.
Mr. Harts served as a Director and Vice Chairman of the Board of the Philadelphia Stock Exchange from 1994 through 1999.
Mr. Harts holds a B.S. in Business Management and Economics from the State University of New York.
Kevin McPartland is a Managing Director and the head market structure and technology research at Greenwich Associates. He has nearly 20 years of capital markets industry experience with deep expertise in market structure, regulation and technology impacting the fixed income, FX, and equity markets.
Prior to joining the Greenwich Associates, Kevin was with BlackRock, where he was a Director in the Electronic Trading and Market Structure group. Prior to joining Blackrock, he was a Principal at TABB Group, where he founded and led the firm's Fixed-Income research practice. Kevin also spent time at JPMorgan, UBS and Deutsche Bank in varying capacities.
Kevin has presented at a wide range of industry conferences and is quoted regularly in the financial media including The Economist, Wall Street Journal, NY Times, Financial Times, Business Week, Bloomberg News, Reuters News, Business Insider and numerous other industry publications. He has also provided live and taped commentary for Bloomberg TV, CNBC, Bloomberg Radio, and National Public Radio.
Kevin has also provided testimony discussing the Dodd-Frank Act in 2011 to the US Senate’s Banking Committee and three times to the US Commodities and Futures Trading Commission (CFTC), mostly recently in 2015. Kevin earned a BS in Computer Science from Rensselear Polytechnic Institute in Troy, NY, and is currently a member of the advisory board for the M.S. in Quantitative Finance and Risk Analytics program.
Brad is a research director with Celent's Securities and Investments practice, and is based in the firm's New York office. He is an expert in electronic trading of equities, foreign exchange derivatives, credit, rates, and futures. His research focus is on emerging technology and trading technology across asset classes. Brad has more than 20 years of Wall Street industry experience in trading, technology, sales, strategy, analysis, and consulting. A noted thought leader, he is quoted in the industry and general press, including: WSJ, Financial Times, Bloomberg Business Week, &Forbes, as well as radio and TV. Brad will be chairing the Platform Evaluation Day on the 13th September.
Joe Rosen is an electronic trading industry veteran with 25 years experience as an exchange executive, adviser, Chief Information Officer & Quant, author, lecturer, as well as developer and marketer of electronic trading systems. Prior to incorporating RKA Inc. in 2006, he was Managing Director, Trading Technology/Head of Technology Marketing at the New York Stock Exchange, where he developed, coordinated and executed Exchange-wide initiatives - targeted at major sources of order flow and connectivity - to promote NYSE’s trading/technology products. Previously, he was a partner for ten years at financial technology consultancy Enterprise Technology Corp., where he served as a ‘C-Level’ strategic planning/technology consultant, built/deployed bespoke trading systems for a broad cross-section of international financial institutions, including global money managers, securities firms and market centers, and was also responsible for business development.
David B. Weiss is a senior analyst with Aite Group, with more than five years’ experience covering multi-asset market structure, global derivatives, electronic trading, global financial regulation, and capital markets intellectual property, all with a subtle undercurrent of trading technology.
Mr. Weiss brings to Aite Group over 10 years of global institutional capital markets experience in listed and OTC derivatives, cash equities, securities lending, electronic trading, and trading technology working side-by-side with brokers, sales traders, and traders as a project manager, product manager, analyst, and IT manager. His most recent focus has been research on market structure, derivatives, trade work flow and electronification, financial regulation, clearing, and monetizing innovation via intellectual property, and he has advised trading technology companies on derivatives, price discovery, aggregation, messaging, and infrastructure as well as related M&A activity. He has been quoted extensively in the media, written articles for various trade publications, spoken at and moderated industry events, and serves on trade working groups.
Prior to joining Aite Group, Mr. Weiss was an independent analyst, director of global derivatives technology at Cantor Fitzgerald, and a technical architect at Nextera Interactive, focusing on equity research management systems.
Dan Barnes is editor of The DESK, the quarterly magazine for buy-side fixed-income traders in the US and Europe. The DESK has led on many fixed income stories including US Treasury market reform, published primary research into the use of corporate bond platforms and analysis of buy-side trading desk efficiency. An award-winning capital markets journalist, he wrote the world’s first article on predatory automated trading strategies in 2004. He is a contributing editor to FT Group and Risk.
Mr. Winter joined BGC Partners - Powered by FENICS in Q1 of 2015 to build and lead it's Global Sales team. He is responsible for bringing the market's need for transparent pricing and seamless execution to BGC Partner's global, multi-channel pools of liquidity as accessed via FENICS, the engine which powers that liquidity.
Prior to joining BGCP, he was most recently the Global Head of Hedge Fund Sales and Client Development at the CME Group where he oversaw their successful entry into the cleared interest rate swap market for the Buyside. He also spearheaded internationalization at the exchange, significantly growing their client-facing presence in London, Hong Kong and Singapore. During his tenure at the CME, the exchange significantly grew it's percentage of electronically executed contracts as he focused on technology and the evolving demand for robust connectivity across platforms and technologically savvy market participants.
During his 25-year career in Finance, Mr. Winter has also held management and front office positions at Merrill Lynch, D. E. Shaw & Co., and KBC Financial Products.
Steve founded TransFICC in 2016 after receiving requests from banks trading in Fixed Income and Derivative markets for a new technology approach to address fragmentation and speed of technology. Steve has over 25 years experience working in the global capital markets. In a previous role he was Head of LMAX Interbank, where he met his technology colleagues. He has also led global sales for MarketFactory, and held the positions of Head of FX Sales for EMEA and America at ICAP, and Head of Sales for Americas at Thomson Reuters.
Igor is based in London and responsible for SimCorp’s Trade Processing solution set and strategy. Prior to joining SimCorp, Igor worked as an Investor Market Manager at Citibank’s Securities and Fund Services. He joined Citi from Markit, where he held Business Development positions for the Credit Data and Portfolio Valuations service, and was responsible for the Alliance Program in EMEA. He started his career at Thomson Reuters, where he was Fixed Income real-time content Product Manager for six years.
Phil has been a trader at Jane Street for over 7 years. He joined the ETF execution team from Jane Street’s proprietary fixed income desk where he was a senior fixed income trader. Phil is the team’s resident expert on fixed income ETFs.
Phil played an instrumental role in building out Jane Street’s bond trading desk and is an expert in electronic bond trading and the market structure related to it. He is Jane Street’s primary point of contact for venues and electronic trading for the corporate bond market.
Prior to Jane Street Phil spent over 5 years as a trader and heading capital management at BlueMountain Capital. He also spent several years at both Deutsche Bank and BNP Paribas as a credit and rates middle office manager.
Phil holds a Master of Business Administration degree from Fordham Gabelli School of Business in New York.
Richard Schiffman is the Open Trading Product Manager. In this role, Mr. Schiffman is responsible for managing the development and implementation of the Open Trading, the firm’s all-to-all credit trading network.
He joined MarketAxess from BlackRock Financial Management where he was a Managing Director and CEO of BlackRock Capital Markets from August 2010 to August 2013, leading the Aladdin Trading Network (ATN) Open Trading initiative. Previously Mr. Schiffman was with MarketAxess for ten years, having joined the firm, at its inception in April 2000. Over that period he held several key roles including Head of New Business Development, Head of Information Services, Investment Grade Trading Product Manager and Chief Technology Officer. Prior to joining MarketAxess, Richard was Vice President and Manager of Fixed Income Research Technology at J.P. Morgan, where he was employed in a variety of positions from March 1992 to April 2000.
Richard holds a BA in Economics from Rutgers University and an MBA in Finance and Information Systems from the Stern School of Business at New York University.
Michael is responsible for the product management of Charles River’s Fixed Income Execution, Equity, FX, and Listed Derivative initiatives. Prior to joining Charles River, Michael worked at Fidelity Investments where he was Vice President of Program Management and was responsible for Equity, Fixed Income, and Electronic Trading projects for the Fidelity Capital Markets trading desk. In addition, he has worked with a number of Financial Services firms which included Goldman Sachs, Thomson Financial, State Street Bank, and Sun Trust Bank, while he worked as a management consultant with Andersen Consulting. Michael holds a BS in both Economics and Finance from Boston College, and an MBA from Babson College. Previous to his role at Charles River, Michael held FINRA series 7 and 24 licenses.
Mr. De Leon is a managing director in the Newport Beach office and global head of portfolio risk management. He previously served as a portfolio manager focusing on derivatives and absolute return strategies as well as interim head of analytics. He represents PIMCO on the board of ISDA and serves on PIMCO's global risk committee, counterparty risk committee, new product review committee and BCP/DR recovery oversight group. He chairs its best execution committee. Prior to joining PIMCO in 2007, he was a portfolio manager at the hedge funds Ellington Management Group and Caxton. Previously, he was a managing director and a senior member of the investment strategy group at BlackRock. He has 27 years of investment experience and holds an undergraduate degree from the University of Pennsylvania
Mike is a Managing Director and Global Head of FX, Rates & Credit Execution Services at UBS Investment Bank. Mike joined UBS in London in 2010 before moving to the US in 2014. He began his career in 1989 with an internship at Asea Brown Boveri Metals Ltd, a category 2 member of the London Metal Exchange, where he developed an early passion for exchange supported trading. After completing formal credit training as a graduate at County NatWest, he moved to the floor of the London International Futures Exchange in 1992. Mike has spent the subsequent 24 years in the listed and cross rates sales business; covering bonds, swaps and derivatives in roles at Aubrey G Lanston, Lehman Brothers, and as an equity partner in the start-up, Cube Financial which was subsequently acquired by Societe Generale. Prior to joining UBS, Mike served as European Head of Listed Derivative Sales at Deutsche Bank.
Mike holds a BA with Honors in Banking from City of London Polytechnic and has served as a Board Member of FIA Europe.
Erik Vynckier was co-opted to the Board of Foresters Friendly Society in 2016.
He was previously Chief Investment Officer at Alliance Bernstein responsible for asset management solutions to support the investment, capital management and product development of insurers. Before, Erik managed with-profits and annuity funds at Scottish Widows Investment Partnership, improving risk/return with novel assets and derivatives overlays. Earlier, he managed the Group Risk Hub of Standard Life, hedging equity, interest rate and currency risks of with-profits and variable annuities.
Before that, Erik worked at investment banks Credit Suisse First Boston and HSBC, in equity program trading, quantitative development and pension fund and insurance asset-liability management. Prior to his MBA, Erik held R&D, production and strategy positions in the petrochemical industry in France, Belgium, Germany, the US and the UK.
He has also founded and served as board member of www.hpcfinance.eu and www.bigdatafinance.eu, the European initiatives on high performance computing and big data analytics in Finance.
Erik graduated as Chemical Engineer at Universiteit Gent (Belgium) and completed his MBA at London Business School in 2000.
Will Rhode joined BCG in 2014 and is a Principal and a core member of the North American Capital Markets practice in New York. He has more than 15 years of experience in the capital markets industry. His areas of expertise include investment banking, market structure, sales & trading, technology, regulation and risk management. Prior to joining BCG, was Principal and Director of Fixed Income Research at Tabb Group. Will received a BA in Political Science from the University of Newcastle-upon-Tyne, England. He has lived and worked in Europe and Asia as well as the US and is regularly quoted in the media and spoken at numerous industry conferences on capital market-related issues.
Christian Dopp is a Senior Vice President in Fixed Income Sales at Eurex. He covers both traditional and alternative asset managers throughout the United States and Canada for Eurex’s trading and clearing businesses. Additionally, he is responsible for the development of the exchange’s fixed income asset class within the Buy-Side community.
Christian has over 20 years of experience in both OTC and exchanged-traded derivatives with particular expertise in the fixed income markets. Before joining Eurex, he held roles in institutional rates sales at Goldman Sachs and J.P. Morgan and worked as a proprietary trader.
Christian holds a Bachelor of Arts in Political Economy from Tulane University and an MBA in finance from the University Of Chicago Booth School Of Business.
Mr. Charron is a graduate of the University of Massachusetts where he earned a Bachelor’s Degree in Business Administration and the University of Vermont where he earned an Master’s Degrees in both Business Administration and Statistics. Mr. Charron has over 12 years of experience in varying Investment Management roles, including over 10 years of Trading & Management experience within Global Markets at Liberty Mutual. Prior to joining Liberty Mutual, he was a Research Assistant at the University of Vermont and a Corporate Accountant at Blue Cross Blue Shield.
Paul Richards is the President of Medley Global Advisors, a pre-eminent independent macro research company owned by the Financial Times.
Originally from New Zealand Paul has spent 30 year in global financial markets including 20 years at UBS where he recently ran FX, Rates and Credit Sales in the Americas.
Passionate about markets, he is is a regular guest on CNBC and Bloomberg and regularly speaks with some of the world's largest Money Managers
Jennifer Litwin is responsible for spearheading the Firm’s relationship management and marketing initiatives with key decision-makers at select priority buy-side institutions and is a frequent speaker at industry and investor conferences. Prior to joining the firm in 2007, Jennifer was a senior sales-trader on the Synthetic GIC desk at UBS Investment Bank. She began her career as an Associate in the Operations Group at AIG Financial Products Corp. Jennifer is a recipient of Traders Magazine Wall Street Women, A Celebration of Excellence 2012 - Crystal Ladder Award and was elected to the National Organization of Investment Professionals (NOIP) in 2016.
Jennifer is also a professional opera singer and earned her Bachelor and Master of Music Degrees at Oberlin College Conservatory of Music and Yale University School of Music, respectively.
Eddie Wen is a Managing Director in the Macro Markets. Eddie joined J.P. Morgan in 2006 and is currently responsible for the development of the firm’s electronic trading strategies across the Macro markets (Foreign Exchange, Interest Rates, and Commodities). Prior to joining J.P. Morgan, Eddie was responsible for Quantitative Algorithmic Trading Strategies in Foreign Exchange at Goldman Sachs. trading and market structure transformation in the FICC businesses.
Eddie holds a Master’s degree from Stanford University in Electrical Engineering Computer Science and an undergraduate degree from UC Berkeley in Electrical Engineering Computer Sciences.
Chris Bruner is a Managing Director and Head of U.S. Credit Product at Tradeweb Markets. He is focused on advancing the development of the firm’s product offering, and building the firm’s leading position in the global credit markets. Previously he worked in a senior credit trading role at JP Morgan Chase, and has extensive experience in credit markets, technology and electronic trading. Prior to that, he was a Managing Director at Citadel Securities heading the Algorithmic Credit Trading business. Earlier, he led the start-up and development of the Algorithmic and Systematic Trading Book at Lionhart USA and was instrumental in the development of electronic derivatives markets while serving as Executive Director at UBS Investment Bank. Bruner holds a B.S. from MIT.
Adam Gould is a Managing Director and Head of U.S. Equity Derivatives at Tradeweb, overseeing the Americas ETF marketplace, and the Dealerweb Equity Derivatives platform. He played an integral role in the launch of Tradeweb’s Americas ETF platform, and leads day-to-day operations. Previously, he served as Senior Vice President of ETF Sales and Business Development at Direxionshares, where he helped launch ETF trading, building and managing client relationships among institutional investors to support the expansion of the business. Prior to that, Adam was a Portfolio Manager and trader at the Bank of New York in its Index Fund Asset Management group, helping to manage index funds and separately managed accounts. He also oversaw all trading activity and investment decisions for his portfolios.
Adam received a B.Sc. in Behavioral Science and Law from the University of Wisconsin and an MBA from Georgetown University. He current holds licenses for the FINRA Series 7, 55, 63, 3 and 24.
Paul Hamill is the Global Head of Fixed Income, Currencies and Commodities for Citadel Securities. Mr. Hamill is responsible for the client facing FX and fixed income market-making businesses, including interest rate swaps, government bonds and credit default swap indices. Paul was previously a Managing Director and Global Head of FX, Rates and Credit Execution services at UBS, with responsibility for global futures execution, FXPB, and building the fixed income agency business which included the PIN (Price Improvement Network) corporate bond and CDS trading platform, and the Neo platform for SEF traded swaps. Paul has over 15 years of experience in financial services and has worked in London, Zurich, New York and Chicago, with experience across e-commerce, trading and sales. Paul holds an M.A. Political Science from University of Glasgow and an MSc Finance from University of London.
Terry is a senior member of sales team advising large investment managers in transforming their businesses from multiple disparate systems to an integrated front, middle and back office operating model. He has held a variety of senior sales roles with organizations such as Charles River, SunGard and Fidessa, and has extensive expertise is the front office. Terry holds a B.A. in Political Science from the University of California, Berkeley.
Isaac Lieberman founded Aston Capital Management as a quantitative hedge fund in November 2013. As a veteran trader of proprietary quantitative strategies, Isaac has more than 20 years of experience trading in global FX and Fixed Income markets. Prior to founding Aston Capital Management, Isaac was Managing Director at J.P. Morgan where he was the Head of Algorithmic Trading and the Head of Electronic FX Options Trading. Before joining J.P Morgan in 2008, Isaac was Head of the FX and Fixed Income division in the Principal Strategies Group at Bear Stearns where he worked from 1996.
Bill Gartland is a Director of Product Management at ICE Data Services and is responsible for the delivery of the Continuous Evaluated Pricing (CEP) product. He is a Chartered Financial Analyst with over 25 years of experience, beginning his career as a fixed income research analyst with Drexel Burnham. For the last 10 years, Bill has focused on fixed income electronic trading at Bloomberg, Tradeweb and Benchmark Solutions. He holds a BA in Mathematics from Iona College and an MS in Computer Science from the New York Institute of Technology.
David Parker joined MTS Markets in 2016 as Head of Sales, responsible for business development and managing the sales and facilitation teams in the U.S. Prior to joining MTS, he served from 2012 as Head of U.S. Sales for Vega-Chi, which was acquired by Liquidnet in 2014. Before joining the electronic trading space, Parker worked in cash and derivative sales at Morgan Stanley and Barclays Capital, where he was a top senior producer covering institutional clients for high grade and high yield credit products. David started his career in private equity, and later worked as an analyst at National Economic Research Associates. He graduated from Dartmouth College with a B.A. in Economics and Government.
Mike is the President of Trumid. He has 15 years of experience in the credit market. Mike is one of the original members of Trumid’s team, serving as a member of Management and the Client Team since the company’s founding. Prior to joining Trumid, Mike traded high yield bonds and CDS at Lehman Brothers and then Barclays. At Barclays he was a Managing Director and head of high yield bond trading. Mike has a B.A. from Harvard College.
Frank DiMarco, managing director and head of fixed income at ITG, has more than 20 years of leadership and innovation in financial services. He joined ITG in 2013 after serving as a managing director at Benchmark Solutions, where he was granted a patent associated with trading platforms. Previously, he led operations areas at Fidelity and Merrill Lynch. DiMarco earned a bachelor’s degree in accounting at Merrimack College and an MBA in finance at Fordham University. He holds Series 7, 24, 63 and 99 securities licenses.
Ganesh Iyer, CAIA, is Global Product Marketing Director for Financial Markets Network at IPC, a leading global provider of secure, compliant communications and networking solutions for the financial markets community. At IPC, Mr. Iyer is responsible for spearheading global product marketing initiatives, building brand awareness and growing the business. He has been widely quoted in the press regarding various aspects of the financial markets and has been featured in a number of publications including the Wall Street Journal, Financial Times and CIO Review magazine. He has also been a speaker, panelist and delegate at various industry events in the US, UK, Australia, Brazil, Canada, France, Hong Kong, Hungary, India, Japan, Russia, Singapore, Spain and the UAE. Mr. Iyer holds an MBA from Indiana University's Kelley School of Business and a BS in Engineering from the Delhi Institute of Technology in India. He is a Chartered Alternative Investment Analyst and a member of the Executive Committee of the Financial Information Services Association of the SIIA.
The 35 years of experience of T. Kelley Millet demonstrate outstanding leadership, global client impact and proven financial results, especially in financial services and FinTech.
- September 2012 – August 2013: He was the Co-President of Pierpont Securities LLC
- July 2011 – September 2012: CEO, Member of the Board of the Directors, Cortview Capital
- September 2006 – July 2011: President, member of the Board of Directors, MarketAxess
- September 2001 – January 2006: Bear Stearns: Senior Managing Director, Global Head of Capital Markets and Fixed Income Credit Trading across EM, HG, HY and single name CDS.
- July 1982 – January 2001: JP Morgan & Co. Managing Director, Head of Global Syndicate and Capital Markets, partnering with swaps marketing; over my nearly 20 years I had Increasing levels of seniority across banking, corporate finance, and private placements. Member Investment Banking and Fixed Income Management Committees
Currently he is CEO, Vice Chairman, Treasurer, and Member of the Board of Directors, Banca IMI Securities
Tara Kruse is the head of ISDA’s Non-Cleared Margin Initiative which facilitates the implementation of margin rules for non-cleared derivatives across jurisdictions and which developed and maintains the ISDA Standard Initial Margin Model (SIMM)TM, a common initial margin methodology that can be used by market participants globally. Previously, Ms. Kruse held the position of Co-Head of Data, Reporting and FpML at ISDA where she focused on resolving regulatory issues pertaining to data and trade reporting. In addition to promoting global data harmonization and industry standard identifier solutions, she was responsible for ISDA’s advocacy efforts pertaining to derivatives trade reporting in the U.S. and Canada.
Before joining ISDA, Ms. Kruse was a vice president in the Derivatives Projects Group at Morgan Stanley responsible for implementation of global trade repository reporting for credit and equity derivatives and global cross-asset regulatory reference data. Prior to that, she held the role of head of Americas IRCC Derivative Documentation and global head of Credit Derivative Documentation Drafting at Morgan Stanley. Before Morgan Stanley, Ms. Kruse was the global head of Credit Derivatives Documentation at Bear Stearns.
Stephen Laipply, Managing Director, is a product strategist for BlackRock's Model-Based Fixed Income Portfolio Management Group.
Mr. Laipply focuses primarily on the iShares (ETF) and Index Fixed Income product suite. Mr. Laipply's service with the firm dates back to 2009, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was a senior investment strategist on the US Fixed Income Investment Solutions team, responsible for developing and delivering fixed income solutions to clients. Prior to joining BGI, he was a senior member in both of the Strategic Solutions and Interest Rate Structuring Groups at Bank of America Merrill Lynch, where he structured and marketed fixed income solutions across interest rates, credit and mortgages to institutional investors.
Mr. Laipply earned a BS degree, with honors, in finance from Miami University, and an MBA in finance from the University of Pennsylvania.
Scott Dennis, Director on the U.S. iShares Capital Markets team. He joined BlackRock in October 2009 working in Business Development, covering Registered Investment Advisors in the Midwest region.
Prior to joining iShares, Scott worked for Morgan Stanley in their fixed income institutional sales division focused on short to medium term credit, rates and securitized markets.
He started his career with Bloomberg in their trading systems sales group. He earned a B.A. in Political Science from Lafayette College.
Mazy is CEO of OpenFin. Prior to OpenFin, he led credit derivative strategy at the Intercontinental Exchange and served on ICE’s executive committee. Before ICE, Mazy was Chief Strategy Officer of Creditex which was backed by JPMorgan, Deutsche Bank and TA Associates and acquired by ICE in 2008. Mazy started his career at UBS as a software programmer. He earned a degree in Computer Science and French Literatue from Cornell University.
Mike is the President of Trumid. He has 15 years of experience in the credit market. Mike is one of the original members of Trumid’s team, serving as a member of Management and the Client Team since the company’s founding. Prior to joining Trumid, Mike traded high yield bonds and CDS at Lehman Brothers and then Barclays. At Barclays he was a Managing Director and head of high yield bond trading. Mike has a B.A. from Harvard College.
Tracy Rucker-Wilson works on Vanguard’s Fixed Income Derivatives trading and portfolio risk management team. Since joining Vanguard in 2001, Ms. Rucker-Wilson has held various roles within the organization’s Investment Management, Retail, and Corporate divisions. Most recently, she was head of U.S. investment risk management which oversees risk and performance analysis for active and passive stock funds, bond funds, money market funds, and stable value funds. Before joining Vanguard, Ms. Rucker-Wilson worked in quality and productivity for JPMorgan Chase and was a Six Sigma master black belt. She has more than 20 years of project management and leadership experience, including over 15 years in financial services.
Ms. Rucker-Wilson is a graduate of the University of Virginia, where she earned a B.S. in aerospace engineering. She earned her master of engineering degree in mechanical engineering from Villanova University and her Six Sigma black belt certification from the Six Sigma Academy. Ms. Rucker-Wilson is a Financial Risk Manager, certified by the Global Association of Risk Professionals.