FX Week USA

This flagship event is The Conference to attend for the institutional foreign exchange industry: a day with serious content, for the serious players in the institutional FX space. And lots of networking.<br /> <br /> The industry has probably evolved more in the last three years than in the previous ten - that&#039;s the view of many long-standing currency veterans. But the rapid evolution is also putting a strain on existing infrastructures, relationships and processes, and the breaks and shifts reverberate far and wide. Liquidity, credit, regulation, conduct issues and last look are just a few of the issues the industry needs to work out. Meanwhile, markets remain sedate even in the face of escalating geopolitical tensions. FX Week USA is the place for industry leaders from the buy-side and the sell-side to gather and discuss new ideas and trends, to network with peers and to meet clients.

The leading foreign exchange publication FX Week, presents The Conference for asset managers, pensions funds, corporates, hedge funds and investment banks. A day with serious content, for the serious players in the institutional FX space. And lots of networking.

With rapid evolution putting a strain on existing FX infrastructures, relationships and processes, the breaks and shifts reverberate far and wide. By attending, you will learn how leading firms are tackling the latest challenges in liquidity, credit, regulation, conduct risk and last look – all in one day.

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180

Buy-Side

professionals

60

Sell-Side

professionals

45

Vendor

professionals

5

hours

of networking

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Running for its 15th year on behalf of FX Week

250+ senior level attendees, and five networking breaks including a cocktails reception

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Gain valuable insights on some of the latest hot topics
  • A buy-side perspective of the Global Code: what are the major implications for investors in the US?
  • Spotlight on cryptocurrencies: where are the opportunities and how they can be maximised
  • Technology and execution: main factors to consider when determining your execution strategy
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Take advantage of a wealth of networking opportunities

No more needle in a haystack! Meet the right delegate during our tailored networking sessions throughout the whole conference

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Natalia Gurushina

Chief Economist

VAN ECK GLOBAL

Natalia Gurushina, Chief Economist, EM Managed Debt Funds, VAN ECK GLOBAL

An experienced macroeconomist and market strategist, Natalia Gurushina serves as Chief Economist for Van Eck's Emerging Markets Unconstrained Fixed Income Strategy. As part of the firm's investment team, Natalia plays a critical role in providing qualitative and quantitative economic analyses for the firm, with special expertise in the emerging markets arena. Prior to joining Van Eck Global, Natalia worked for Roubini Global Economics (responsible for Emerging Markets Currency/Fixed Income and G10 Currency Strategies). Previously she was an analyst at Pantera Capital Management (Tiger Management spin-off) and EMEA economist at Deutsche Bank. Natalia has PhD in Economic History from University of Oxford and BA in Economics from Moscow State University.

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Michael O'Brien

Vice President, Director of Global Trading

EATON VANCE

Michael O'Brien, Vice President, Director of Global Trading, EATON VANCE

Michael O'Brien is a vice president of Eaton Vance Management and head of global trading, overseeing a team responsible for best execution of all trades for the Global Fixed Income department as well as other foreign exchange spot and hedging trades for other Eaton Vance investment teams. In addition, he is responsible for trading-related research and broker-dealer relationships for the Global Fixed Income department.

Prior to joining Eaton Vance in 2005, Michael was affiliated with Wellington Management Company for two years and spent three years at Brown Brothers Harriman.
Michael earned a B.A. in economics and Spanish from the Colby College, and an M.S. in finance from the Carroll School of Management at Boston College. He is a CFA charterholder and a member of the Boston Security Analysts Society.

 

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Roosevelt Bowman

Head of FX and Strategy

METLIFE

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Marc Wyatt

Head of Global Trading

T. ROWE PRICE

Marc Wyatt is a vice president of T. Rowe Price Group, Inc., and is head of Global Trading. He has responsibility for trading desks in the U.S., Europe, and Asia. These teams execute transactions across multiple asset classes, including equity, fixed income, foreign exchange, and derivatives. In addition, Marc oversees the Investment Operations, Portfolio Modeling, Market Structure, and Electronic Trading Groups, as well as Brokerage and Trading Services. Prior to joining the firm in 2017, Marc was the director of the SEC's Office of Compliance Inspections and Examinations, where he oversaw examinations of investment advisors, investment companies, broker-dealers, and other financial companies. Prior to his tenure at the SEC, he was a principal and senior portfolio manager in the London office of Stark Investments, a multi-strategy hedge fund where his responsibilities included oversight of trading and risk management. Marc earned a bachelor's degree in economics from the University of Delaware and an M.B.A. from Duke University, The Fuqua School of Business. He also has earned the Chartered Financial Analyst designation.

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Victoria Cumings

Managing Director, Americas, FX Division

GFMA

Victoria Cumings is the Americas representative of the Global Foreign Exchange Division (GFXD) of the Global Financial Markets Association (GFMA).

Since its establishment, the GFXD has grown to 24 members, between them accounting for over 90% of the global FX market, and is represented in Europe, North America and Asia. The GFXD works with key regulators, Central Banks and other interested parties to monitor policy and regulatory developments that could affect the FX markets and seeks to ensure the establishment of harmonised regimes and infrastructure to enable an effective market for all participants.

Victoria is responsible for regulatory issues in the Americas and for a number of global GFXD topics, in areas including capital, margin and clearing.

Victoria is a former attorney and has previously held positions at CLS Bank, HSBC, Davis Polk, and McCullough Robertson.

 

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Arvind Rajan

Chief Investment Officer

PGIM

Arvind Rajan, PhD, is a Managing Director and Head of Global and Macro at PGIM Fixed Income, heading the FX, Global Bond, Emerging Markets Debt, Investment Strategy and Economic Research teams. In 2015, Mr. Rajan served as Adjunct Full Professor at the NYU Stern School of Management. Previously, he was Head of PGIM Fixed Income’s Quantitative Research and Risk Management Group. Prior to joining the Firm in 2008, Mr. Rajan worked at Citigroup, where he had been Co-Head of US Fixed Income Strategy. At Citigroup, Mr. Rajan was twice ranked first and once second in the All-American Fixed Income Research poll conducted annually by Institutional Investor magazine. Mr. Rajan also co-authored The Structured Credit Handbook, published in 2007. In 2006, he founded a unit that traded emerging markets and credit instruments as part of Citigroup’s global multi-strategy proprietary trading group. From 2003 to 2006, he was the Global Head of Structured Credit Research. From 1997 to 2003, Mr. Rajan was the Global Head of Emerging Markets Quantitative Research and Strategy for the Fixed Income Division at Salomon Smith Barney. He joined the Bond Portfolio Analysis group at Salomon Brothers in 1994, after working at AT&T Bell Labs and teaching at Rice University. Mr. Rajan received a bachelor's degree from the Indian Institute of Technology as well as an MS and PhD in Operations Research from Northwestern University.

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Torsten Slok

Chief International Economist

DEUTSCHE BANK

Torsten Slok joined Deutsche Bank Securities in the fall of 2005 and is a senior member of the Global Economics Team.
Mr. Slok’s Economics team was ranked No. 1 in fixed income research by Institutional Investor in 2010 and 2011. Slok currently serves as a member of the Economic Club of New York
Prior to joining the firm, Mr. Slok worked at the OECD in Paris in the Money and Finance Division and the Structural Policy Analysis Division. Before joining the OECD he worked for four years at the IMF in the Division responsible for writing the World Economic Outlook and the Division responsible for China, Hong Kong, and Mongolia.
Mr. Slok studied at University of Copenhagen and Princeton University. He has published numerous journal articles and reviews on economics and policy analysis.

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Ankeet Dedhia

Head of Product & Regional Lead, FX, Americas

LCH

Ankeet Dedhia is the Head of FX Product, Americas at LCH. In this role he is responsible for leading all products, services and business development efforts within the Americas for LCH’s FX clearing service, ForexClear.

Since joining LCH in 2012, Ankeet has been part of the product team for SwapClear, LCH’s interest rate clearing service, where he facilitated adoption of regulatory mandates and managed commercial demands from a diverse range of financial institutions.

Prior to joining LCH, Ankeet was a management consultant for Ernst & Young, focused on strategy review and gap analysis related to OTC derivatives regulatory reform. Before this role, he worked at the CME on its futures and OTC risk management team, focused on cross-asset initiatives across FX, interest rates and credit derivatives.

He holds a master’s in finance from the Illinois Institute of Technology’s Stuart School of Business and an undergraduate degree in computer engineering from the University of Mumbai.

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Mona Mahajan

Director - US Investment Strategist

ALLIANZ GLOBAL INVESTORS

Ms. Mahajan is a portfolio manager and the US investment strategist with Allianz Global Investors, which she joined in 2017. As a member of the Global Economics and Strategy team, she is responsible for providing US retail and institutional clients with differentiated investment thought leadership. Ms. Mahajan is also a key spokesperson, communicating – both internally and externally – the firm’s high-conviction investment ideas and views from the Global Policy Council. She has appeared regularly on financial media such as CNBC and Bloomberg TV. Ms. Mahajan has 15 years of investment-industry experience.

She was previously a fixed-income portfolio manager, a structured-finance product specialist and a global market strategist at MetLife. Prior to this, Ms. Mahajan was an emerging-market strategist at Mirae Asset Global Investments; she also worked at hedge fund companies Para Advisors and Ziff Brothers Investments.

Ms. Mahajan has a B.S. in economics from The Wharton School, The University of Pennsylvania; a B.A.Sc. in computer sciences from the University of Pennsylvania; and an M.B.A. from Harvard Business School.

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Simon Potter

Head of the Markets Group

Federal Reserve Bank of New York

Simon M. Potter is an executive vice president of the Federal Reserve Bank of New York, head of the Markets Group and manager of the System Open Market Account for the Federal Open Market Committee (FOMC). Mr. Potter oversees the implementation of domestic open market and foreign exchange trading operations consistent with FOMC directives, the execution of fiscal agent support for the U.S. Treasury, and the provision of account services to Foreign and International Monetary Authorities.

Prior to leading the Markets Group, Mr. Potter served as director of economic research and co-head of the Research and Statistics Group at the New York Fed. In this role Mr. Potter was responsible for constructing analytical tools for economic forecasting and monetary policy analysis, and leading FOMC briefings and preparation for the Bank president. Mr. Potter has played a prominent role in the New York Fed’s financial stability efforts, including contributing to the design of the Supervisory Capital Assessment Program and as a member of the Bank for International Settlements Macroeconomic Assessment Group that supported the Basel Committee’s work to strengthen bank capital standards. Mr. Potter also managed the team producing the first Financial Stability Oversight Council Annual Report on Financial Stability and served as an associate economist for the FOMC.

Before being named executive vice president in January 2010, Mr. Potter served as a senior vice president in the domestic research function. He joined the Bank in June 1998 as an economist and was named an officer of the New York Fed in January 2004. From April 2011 through July 2011, Mr. Potter worked at the Financial Stability Oversight Council.

Prior to joining the Bank, Mr. Potter was an assistant professor of economics at UCLA. He has also taught at Johns Hopkins University, New York University and Princeton University. His main research area is applied time series analysis using Bayesian methods. He has written extensively on nonlinear dynamics over the business cycles. Recent topics have included forecasting the probability of recession, large panel forecasting models, modeling structural change and inflation expectations.

Mr. Potter holds a bachelor’s degree and a master’s degree from Oxford University, United Kingdom and a doctorate from the University of Wisconsin.

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Arnab Das

Head of EM Macro

INVESCO

Arnab Das is responsible for global emerging markets (EM) macro research, and works with both the macro and emerging markets teams. He joined Invesco in 2015, based in the Portman Square, London office.

Arnab began his career in finance in 1992. He has served as Co-head of Research at Roubini Global Economics; Co-head of Global Economics & Strategy, and Head of FX & EM Research at Dresdner Kleinwort; and Head of EEMEA Research at JP Morgan. He has also been a private consultant in global and emerging markets, as well as consulting with Trusted Sources, a specialist EM research boutique in London.

Arnab's studies were in macroeconomics, economic history and international relations. He received an AB from Princeton University in 1986 and completed his postgraduate and doctoral work at the London School of Economics between 1987-1992.

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Kristina Hooper

Chief Global Market Strategist

INVESCO

Kristina Hooper is the Chief Global Market Strategist at Invesco. She has 21 years of investment industry experience.

Prior to joining Invesco, Ms. Hooper was the US investment strategist at Allianz Global Investors. Prior to Allianz, she held positions at PIMCO Funds, UBS (formerly PaineWebber) and MetLife. She has regularly been quoted in The Wall Street Journal, The New York Times, Reuters and other financial news publications. She was featured on the cover of the January 2015 issue of Kiplinger's magazine, and has appeared regularly on CNBC and Reuters TV.

Ms. Hooper earned a BA degree, cum laude, from Wellesley College; a J.D. from Pace University School of Law, where she was a Trustees' Merit Scholar; an MBA in finance from New York University, Leonard N. Stern School of Business, where she was a teaching fellow in macroeconomics and organizational behavior; and a master's degree from the Cornell University School of Industrial and Labor Relations, where she focused on labor economics.

Ms. Hooper holds the Certified Financial Planner, Chartered Alternative Investment Analyst, Certified Investment Management Analyst and Chartered Financial Consultant designations. She serves on the board of trustees of the Foundation for Financial Planning, which is the pro bono arm of the financial planning industry, and Hour Children.

 

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Bobby Cho

Global Head of Trading

CUMBERLAND

Bobby Cho is the global head of trading at Cumberland, a DRW Company, and one of the largest liquidity providers in cryptoassets. Previously, Bobby was director of trading at itBit Trust Company where he was responsible for their crypto asset trading and custody business. Prior to his role at itBit, Bobby was vice president of trading and a municipal securities principal at Digital Currency Group (f/k/a SecondMarket) where he assisted in the creation of one of the first cryptocurrency broker-dealers. Bobby is also a mentor to Plug and Play, a Sunnyvale based global innovation platform. He is a graduate of Villanova University.

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Marc Chandler

Global Head Markets Strategy

BROWN BROTHERS HARRIMAN

Marc Chandler, ‎Global Head Markets Strategy, ‎BROWN BROTHERS HARRIMAN

Marc Chandler joined Brown Brothers Harriman in October 2005 as the Global Head of Currency Strategy. Previously he was the Chief Currency Strategist for HSBC Bank USA and Mellon Bank. A prolific writer and speaker, Chandler's essays have been published in the Financial Times, Barron's, Euromoney, Corporate Finance, and Foreign Affairs. Marc holds a Masters in American history from Northern Illinois University and a Masters in International Political Economy from the University of Pittsburgh. He has taught classes on International Political Economy at New York University since the early 1990s. In 2009, his first book, "Making Sense of the Dollar," was published by Bloomberg Press. Chandler's second book, "Political Economy of Tomorrow," was published in 2017. It traces the history of modern capitalism, arguing that some of the system's major challenges arise from how successful it has been.

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Steven Wager

VP of Product

FIDELITY INVESTMENTS

Steven Wager (Steve), serves as Vice President of Product within Fidelity Labs, focused on cryptocurrencies and blockchain.  Mr. Wager has over 20 years of experience in emerging technologies and securities services with a broad range of roles including; roles in product, sales, operations and client services. Most recently, Steve was Vice-President of Development and Operations at the Paxos Trust Company, overseeing the firm's initiatives in developing private blockchain solutions for capital markets, he additional served as the Custody Product Head for Citibank and JPMorgan. He is a leader in both financial services innovation and business development and is helping Fidelity develop sustainable technology initiatives for internal and customer use. Steve received his B.A. in business administration from SUNY Albany and earned his MBA from Northwestern’s Kellogg School of Business.

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John Espinosa

Managing Director - Global Fixed Income

TIAA INVESTMENTS

John is a Managing Director and the Head of Global Sovereign & Emerging Markets Research. He is responsible for managing the organization’s global sovereign, rates/fx, and emerging market corporate fixed income analysts. John is also the lead analyst for covering sovereigns and local markets in CIS, Africa, and the Middle East, and serves as a Co-Portfolio Manager for the TIAA-CREF International Bond Fund and EM Debt strategies. He was previously the lead Emerging Markets analyst for Asian fixed income markets, and covered corporate debt in the EMEA region. He has also managed the organization’s Municipal Finance Research team. John joined the TIAA organization in 2004 as a quantitative analyst and associate portfolio manager for the CREF Bond Total Return group, where he managed the Supranational, Agency and Sovereign sectors. He has 15 years of industry experience including a position at Nomura Securities International.

He was selected for The Asset Magazine’s “Most Astute Asian G3 Bond Investors” list in 2017 and for seven consecutive years from 2008-2015, ranking number one in the US in 2011.

John holds a B.B.A in Economics and International Business from Manhattan College, an M.A. in Economics from Fordham University, and a Certificate in Advanced Risk and Investment Management from the Yale School of Management.

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Nathaniel Polachek

Partner and Portfolio Manager

COMMODITY ASSET MANAGEMENT

Nathaniel Polachek, Partner and Portfolio Manager, COMMODITY ASSET MANAGEMENT

Nate joined Commodity Asset Management in 2016 as a Portfolio Manager and Partner. Nate began his career at Goldman, Sachs, & Co. as a derivatives and options trader. Subsequently, Nate held leadership roles at multiple distinguished asset managers, including Bridgewater Associates and AQR Capital Management. Nate serves on the board of the Washington Heights and Inwood Community Council, as well as on the Mount Sinai Investment Advisory Committee. Outside of investing, Nate utilizes multifactor statistical models to forecast NASCAR race outcomes, and has ranked in the top 1% worldwide. Nate is Series 3, 7, 24, 55, and 63 licensed.

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Lam Kok Chong

Head of FX and Rates

SINGAPORE EXCHANGE

Mr Lam Kok Chong joined SGX as Vice President and Sales Director of Fixed Income & Currencies in October 2013. 

Mr Lam is now the Head of FX & Rates in SGX. He is responsible for the developing and rolling out FX and Rates products as well as strategic sales and market initiatives for FX & Rates globally, focusing on winning key strategic accounts for the asset class.

Mr Lam joined SGX from CME Group, where he was Executive Director heading the FX / OTC Business Line Management in Asia. Prior to CME Group, Mr Lam was Head of Sales for EBS Asia (ICAP E-Broking, now known as NEX group), where he led the firm's new and existing product sales efforts throughout the Asia Pacific.

Mr Lam also previously held regional leadership positions with Siebel Systems and Commerce One and consulting roles with Oracle Corporation and Booz-Allen & Hamilton.

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John Turney

Global Head of Foreign Exchange

NORTHERN TRUST

John Turney is a Senior Vice President and Global Head of Northern Trust’s Global Foreign Exchange (GFX) business. As Global Head, John leads client service and dealing teams in Chicago, London, Seoul, Singapore and Sydney. Prior to his current role, John has held a number of positions within the GFX and Global Fund Services (GFS) businesses of Northern Trust..

John has previously served as a Vice President of Luminous Capital, now a division of First Republic Investment Management.

Prior to his employment with Luminous Capital, John held various positions with Northern Trust in GFX Sales and in his first position at the company within Operations & Technology.

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Farouki Majeed

Chief Investment Officer

School Employees Retirement System of Ohio (SERS)

Farouki Majeed joined School Employees Retirement System of Ohio as Chief Investment Officer in July, 2012. Mr. Majeed came to SERS of Ohio from CalPERS, where he served as Senior Investment Officer – Asset Allocation and Risk management from 2007 to 2012. Previously, Mr. Majeed was the inaugural CIO of the Abu Dhabi retirement Pensions and Benefits Fund of the United Arab Emirates.  He was Deputy Director, Investments, for the Ohio Public Employees Retirement System from 2002 – 2004. Mr. Majeed was Chief Investment Officer for the Orange County Employees Retirement System from 1997 – 2002 and Investment Officer of the Minneapolis employees retirement Fund from 1991 – 1997. Mr. Majeed began his finance career in 1980 with the National Development Bank of Sri Lanka, his homeland, and worked in the Asia Division of Bank of America prior to arriving in the US in 1987 to pursue graduate studies. Mr. Majeed has over thirty-five years of experience in various investment and finance education positions in the United States and abroad.

Mr. Majeed holds a Master’s Degree in Business Administration – Finance from Rutgers University, and a Bachelor’s Degree in Engineering from the University of Sri Lanka. He is a Chartered Financial Analyst. Mr. Majeed also serves on a voluntary basis as a member of the Investment Advisory Committee of the United Nations Relief and Works Agency (UNRWA) Provident fund based in Amman, Jordan.

If you have any queries regarding FX Week USA 2018, please contact the relevant person below: