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.
Head of FX Strategy
Roosevelt Bowman is responsible for foreign exchange (FX) trading and strategy at MetLife Investment Management. In this role, he oversees currency risk across various business lines using derivative strategies. Bowman also forecasts FX rates to guide corporate investment decisions, and he provides macroeconomic analysis to support the firm’s cross-asset research for institutional clients.
Prior to joining MetLife, Bowman was responsible for developing global fixed income and FX strategies for institutional clients at U.S. Bank Wealth Management. He also provided econometric research to support capital markets forecasting and asset allocation. Roosevelt has almost 20 years of investment management and monetary policy experience.
Prior to joining U.S. Bank in 2012, Roosevelt was an associate at the Federal Reserve Bank of New York, where he helped shape monetary policy by providing fixed income, foreign exchange and macroeconomic research to senior Federal Reserve officials. Before U.S. Bank, Bowman was the lead global bond trader for Lehman Brothers Asset Management.
He holds a bachelor’s degree from Williams College and a master’s degree from the Stern School of Business at New York University. Passionate about his community and alma maters, Roosevelt is an active participant in New Jersey Cares and contributes to recruiting and mentoring efforts for his former high school and college.
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.
Managing Director, Americas, FX Division
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.
Head of Global and Macro
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.
Chief International Economist
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.
Head of Product & Regional Lead, FX, Americas
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.
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.
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.
Global Market Strategist
Arnab Das is Global Market Strategist in the EMEA region, based in London, and a member of Invesco’s Global Thought Leadership team. He helps develop and communicate analysis and insight on the global economy and financial markets across asset classes for clients, media, governments and central banks. He works with Invesco’s investment teams across disciplines and regions and is a member of Invesco’s Global Investor Forum Advisory Council with a focus on global macro and emerging markets. Arnab’s research interests span economic policy, performance and reform; and economic and financial history.
Arnab joined Invesco in 2015 as Head of EM macro research for Invesco Fixed Income. He began his career in finance in 1992, and has served as Co-head of Economic Research & Strategy at Roubini Global Economics; Co-head of Global Economics & Strategy, Head of Global FX Research, and Head of EM Economics & Strategy 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.
Arnab’s studies were in macroeconomics, economic history and international political economy. He received an AB from Princeton University in 1986 and completed his postgraduate and doctoral work at the London School of Economics in 1987-1992.
Chief Global Market Strategist
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.
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. Marc is a prolific writer and speaker. In addition to being frequently called up to by the newspapers and news wires to provide insight into the developments of the day, Chandler’s essays have been published in the Financial Times, Barron’s, Euromoney, Corporate Finance, and Foreign Affairs. His analysis blog, www.marctomarket is widely read and picked up by both the traditional and social media.. Marc appears often on business television and is a regular guest on CNBC. He frequently presents to business groups and investors. His first book, “Making Sense of the Dollar: Exposing Dangerous Myths about Trade and Foreign Exchange was published by Bloomberg Press in August 2009 and it won a Bronze Award from Independent Publishers. His second book, Political Economy of Tomorrow, was published this past February.
His current research projects include global imbalances, Islamic finance, and the relationship between savings, investment and growth. Marc has been analyzing the foreign exchange market for more than 20 years. He holds a Master’s degree in American history (1982) from Northern Illinois University and a Master’s in International Political Economy from the University of Pittsburgh (1984). He has taught classes on International Political Economy at New York University since the early 1990s. He is also a Visiting Executive Lecturer at Darden Graduate School of Business Administration at University of Virginia since 2012.
VP of Product
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.
Managing Director - Global Fixed Income
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.
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.
Lam Kok Chong
Head of FX and Rates
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.
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.
Chief Executive Officer
David Mercer is the Chief Executive of LMAX Exchange Group – a global, high-growth financial technology company. LMAX Exchange Group operates a leading FCA regulated trading venue, LMAX Exchange, and has recently launched LMAX Digital - the first physical crypto currency exchange dedicated to serving only institutional clients.
David Mercer, a former banking executive and currency specialist, joined as Chief Executive in 2011 and in 2013 successfully completed the LMAX Exchange MBO. Under David’s leadership, LMAX Exchange Group has become a leading global institutional exchange for FX, indices, metals and crypto currencies and has been recognised by prestigious industry awards (2016, 2015 Winner - Deloitte UK Technology Fast 50, Tech Track 100 Sunday Times: 2015, 2014, 2013).
Prior to joining LMAX Exchange Group, David held senior executive roles at IFX Markets and Saxo Bank (Synthesis Bank) in London, Geneva and Sydney. Mercer started his career at CSFP and Credit Suisse First Boston, focussing on fixed income derivatives, primarily as the business manager in the Emerging Markets division.
Ulf J. Lindahl
Chief Executive Officer and Chief Investment Officer
A.G. BISSET ASSOCIATES
Ulf joined A.G. Bisset at its inception in 1981 responsible for developing the systematic trend-following models that are at the core of the firm's currency programs. He is responsible for the firm's investment research and has authored the firm's Review of Emerging Trends since 1984. Ulf Lindahl has a BA in Economics from the Stockholm School of Economics.
Global Head of Electronic FX Trading
Ron is the global head of electronic FX trading at Northern Trust. He is the architect of the Northern Trust E-Commerce suite of FX services.
Prior to joining Northern Trust, Ron was a director at Citi FX in New York on the FX Automated Trading desk, working on the creation and improvement of FX pricing and hedging models.
In his earlier years, Ron honed his skills at Getco LLC., Vortex Trading, as well as on the floor of the CBOT, trading in the Dow Jones Futures pit. He went on to become a founder and managing member of Holon Trading, a Chicago based electronic FX market maker, specializing in automated trading and liquidity provisioning. Ron has been involved in the electronic markets since 1999, and in the trading world since 1995. He has vast experience from both the buy and sell side.
Phil is a Financial Executive who has led companies through successful stages of corporate development including start-up ideation, attracting strategic investors, capital raising from the private equity community, acquisitions, public offering, company sale, merger integration, and turn around.
Phil created Matzliach Capital LLC to provide leaders with objective advice on how to build and grow successful businesses, increase revenue, open new market segments and attract outside capital. Matzliach invests in growth stage financial and technology companies that are building disruptive marketplaces, creating innovative ecosystem businesses or introducing new technologies.
He founded FXall, the #1 Business-to-Business Foreign Exchange Platform. Under his leadership, he grew the company from the development of its business plan to a firm with over 1,300 customers, $125M in Revenues, and Margins nearing 50%, through the thoughtful selection, development, and engagement of 150 talented employees across five continents.
Global Head of FX e-Commerce Technology
Kannan Nagarajan is the global head of FX e-Commerce technology and is directly responsible for building the industry’s leading FX Single dealer trading platform . Throughout his career, he has acted in a managerial and leadership capacity and his experience is both a mix of technology and business and he is very successful staying hands-on in architecting complex front office trading systems. Kannan holds a MS degree from Stevens with a major in management of information systems and a Bachelors in Electronics & Communication Engg.
John founded Ideal Prediction to bring practical data science solutions to financial markets. His 20 years of trading experience is balanced: large banks and small HFTs, managing sell-side desks and proprietary trading groups, voice and fully-automated execution, and across many liquid FICC products. John has an S.B. and an M.Eng from MIT in EECS and an M.S. in mathematics from NYU. His free time is focused on family in addition to serving on the board of Broadway Technology.
Head of Fixed Income and Currency
WISDOMTREE ASSET MANAGEMENT
Rick serves as the Head of Fixed Income and Currency for WisdomTree Asset Management, where he oversees the firm’s suite of fixed income and currency exchange-traded funds. Rick has over 24 years of investment experience in strategy and portfolio management positions at prominent investment firms. Prior to joining WisdomTree in 2007, Rick held senior level strategist roles with RBC Dain Rauscher, Bank One Capital Markets, ETF Advisors, and Nuveen Investments. At ETF Advisors, he was the portfolio manager and developer of some of the first fixed income exchange-traded funds. His research has been featured in leading periodicals including the Journal of Portfolio Management and the Journal of Indexes. He graduated from Emory University and earned his MBA at Indiana University.
Vice President, Director of Global Trading
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.
Head of Global Macroeconomics
Ebrahim Rahbari is a Managing Director and the Head of Global Macroeconomics within Citi Research, based in New York. Ebrahim’s mandate is to shape Citi’s views on global economic developments, major policy issues, major events, significant themes and longer-term trends, some of which include G10 monetary policy, global growth, investment, financial conditions and crises. Ebrahim oversees Citi’s flagship global economic outlook publication and is also tasked with coordinating Citi’s views on global and advanced economy economics and the collaboration between Citi’s economists and strategists, as well as taking a leadership role in developing Citi Economics strategy for data analytics and in strengthening our relationship with external research partners. Prior to his current role, Ebrahim was a senior global economist for Citi in New York and a Director of European and Global Economics in London, where he focused on economic developments in the Eurozone, including the ECB and the European sovereign debt and banking crisis, and was Citi's lead economist for Germany (2013-15) and for Spain (in 2012). Ebrahim holds a Master's degree and PhD in Economics from London Business School and a BA (Hons) in Economics and Management from Oxford University (Balliol College).
Global Head of FX Prime Broking
Dave Reid joined Deutsche Bank in December 2017 and is responsible for FX Prime Broking globally.
Prior to this, Dave was at Citi for 12 years where he was responsible for Prime Brokerage in EMEA and Asia. Before this he held roles in Prime Brokerage and eFX at AIG Financial Products, Atriax and ANZ Investment Bank, and derivatives sales and trading roles in various locations globally for Swiss Bank Corporation.
Philippe C. Burke, Portfolio Manager, Apache Capital Management, a NYC based asset management company with an emphasis on quantitative and machine learning assisted strategies. Prior to Apache Capital, Philippe was a Principal and head of Global Leveraged Strategies at Morgan Stanley (1997-98). Philippe joined Morgan from Lehman Brothers where he was an SVP (1991-97) and held the positions of Proprietary Trader, head Derivative Strategist, senior Structured Bond Trader, and head of Structured Swaps during his tenure.
MSc., London School of Economics; MBA with honors, University of Chicago. Contact: firstname.lastname@example.org.
Senior VP - Fixed Income
James Wallin is a Senior Vice President in AllianceBernstein’s Fixed Income group. Prior to joining AllianceBernstein, Mr. Wallin was head of the Governance Group at Morgan Stanley Investment Management, Senior Counsel at Evergreen Asset Management Corp. and General Counsel and Chief Administrative Officer of Yamaichi Capital Management Inc. Mr. Wallin also worked in the legal department of The Dreyfus Corporation and with the law firm of Cole and Dietz, and he was with Alliance Capital (the predecessor of AllianceBernstein), from 1982 to 1986. Mr. Wallin serves on the Board of the Securities Industry and Financial Markets Association (SIFMA) and is an active participant in securities industry forums. Mr. Wallin is a member of the New York Bar and a solicitor of the Senior Courts of England and Wales.
Mr. Wallin graduated from SUNY at Stony Brook in 1980 and received his J.D. from New York Law School in 1983.
US Head of OTC Clearing
William Black is the US Head of OTC Derivatives Clearing at Credit Suisse. Mr. Black has worked in the OTC derivatives space since 2000 across various roles including client, dealer, and vendor firms. He has spent the last 6 years focusing on developing the client clearing business from an industry, client, and infrastructure perspective.
Executive Director - Prime Services
Juha is responsible for business development at Standard Chartered Bank Prime Services London. He has worked in finance since 1999 and in prime brokerage for last 15 years, specialising in fixed income, FX and derivatives. Prior to joining Standard Chartered he worked at Morgan Stanley, BNP Paribas and J.P. Morgan based both in London and New York.
Lead Portfolio Manager - Global Currency Strategies
Arnab Nilim is the Lead Portfolio Manager on the Currency Strategies team in the Fixed Income Group. He is responsible for portfolio management, quantitative research and strategies for developed and emerging-market currencies.. Prior to joining AB in 2012, Nilim worked in the Emerging Markets Trading Group at Citigroup, where he traded, managed risk and developed quantitative trading models for nonlinear portfolios composed of credit, rates, foreign exchange and derivatives. Nilim holds a BSc in engineering from the Bangladesh University of Engineering and Technology, and an MS and PhD in stochastic controls/optimization from the University of California, Berkeley, where he received the prestigious Leon O. Chua Award in 2004 for outstanding achievement in an area of nonlinear science. Location: New York
Head of Trading
Tom has been with Crabel Capital Management since 2004 and is currently Director, Head of Trading.
Prior to joining Crabel, Tom worked at various commercial banks and trading houses, including 7 years in Asia with ING.
co-Head of ETF Group
SUSQUEHANNA INTERNATIONAL GROUP
Bart Smith is co-Head of the ETF Group at Susquehanna International Group (SIG). As such, he is jointly responsible for several ETF-related activities including oversight of the Firm’s ETF client trading (through SIG affiliate Susquehanna Financial Group, or SFG), global equity portfolio trading (also SFG) and ETF issuer relationships.
Mr. Smith is also Head of Digital Assets and has been leading SIG’s cryptocurrency and digital asset efforts since 2014. In this function, he responsible for exchange trading, OTC trading, direct blockchain investments and working with regulators on the developing market structure.
Prior to his current role, he helped Emerging Global Advisors launch its EGShares lineup of ETFs. Mr. Smith has also worked at AllianceBernstein and UBS in variety of sales and consulting roles.
Mr. Smith is a graduate of Vanderbilt University with a B.S. in Human & Organizational Development.
Supervisory Special Agent
Supervisory Special Agent (SSA) Kyle C. Armstrong entered duty with the FBI in 2008. SSA Armstrong is currently a program manager in the FBI’s Financial Crimes Section, Money Laundering, Forfeiture, Bank Fraud Unit. SSA Armstrong supervises money laundering investigations for FBI field offices and manages the Virtual Currency Initiative for FBI as it relates to money laundering activities.
Since joining the FBI, SSA Armstrong has been involved in the identification and investigation of “white collar crimes” such as money laundering, wire fraud, mail fraud, bank fraud, identity theft, and other fraud schemes. SSA Armstrong began his FBI career at FBI Headquarters with the National Mortgage Fraud Team. Subsequently, SSA Armstrong has worked on “white collar squads” in the Chicago Field Office and the Phoenix Field Office.
SSA Armstrong obtained a degree in criminology from The Ohio State University and obtained his law degree from DePaul University College of Law.
Global Head of FX Client Execution
A Citi veteran since 1992, Fergal began his career in NY where he traded a variety of books on Citi’s voice spot trading desk. As the market became more electronic, Fergal championed Citi’s first spot e-Pricing engines. In 2004, he moved to London as Citi’s FX eTrading strategist and joined the newly formed Spot eTrading team. There he began to build out our what is now Citi’s highly ranked systematic spot eTrading platform. In 2008, he co-headed FX Spot eTrading business maintaining that positon until May 2016. In May 2016 he took responsibility for Citi’s FX Algo and Orders products along with the Algo and Fixing execution team. He holds a Bachelor of Science in Physics & Mathematics and post grad in business, both from University College Galway, Ireland.
Head of FX & EM Macro Strategy
Aroop Chatterjee is a Director and Head of FX & EM Macro Strategy, Americas and is based in New York. At Barclays since 2007, his previous roles include Head of European and LatAm Local Markets Strategy and Head of FX Quantitative Strategy. Mr. Chatterjee’s research focuses on top-down macro and quantitative strategy and their application to FX and EM rates markets. He holds an MBA from the University of Chicago Graduate School of Business and a bachelor’s degree in Materials Science & Engineering and Economics from Northwestern University.