Program, FX Week USA, July 14, 2011, New York

         

8:00

Registration and breakfast

8:50

Welcome address: Joel Clark, Editor, FX WEEK

9:00

Keynote address: Post-crisis global financial imbalances-prospects and policy implications

Christopher Towe, Deputy Director, Monetary and Capital Markets Department, INTERNATIONAL MONETARY FUND

9:30

Panel discussion: Evaluating current FX landscape - new trends, opportunities and challenges

  • Estimating the impact of regulations on profitability
  • Capitalizing on current market opportunities
  • How technology developments will change the FX industry
  • The new phase for FX trading

Moderator: David Poole, Chief Operating Officer and Principal, CLIENTKNOWLEDGE

Josh Levy, Managing Director, TACTICAL ASSET MANAGEMENT

Katie Martin, News Editor, Currencies, EMEA, DOW JONES NEWSWIRES, contributor to WALL STREET JOURNAL

Cornelius Luca, President, LUCA GLOBAL RESEARCH, Adjunct Professor, NEW YORK UNIVERSITY

David Steck, Global Head of FX Sales, NOMURA

10:20

Morning break and opportunity to network

 

STREAM ONE: The trading stream

STREAM TWO: The strategist stream

10:50

Chairperson's opening remarks

Harpal Sandhu, Chief Executive Officer, INTEGRAL

Chairperson's opening remarks

 Joel Clark, Editor, FX WEEK

11:00

 

Presentation: An unusual view: the myths about dollar value vis a vis commodities

  • Arguing against the most widely accepted correlation
  • Why a change in dollar value is associated with an inverse value in the commodity universe

Jamie Charles, Chief Investment Officer, GREENWAVE CAPITAL MANAGEMENT

Presentation: The prospects for the Euro

  • Will political or economic issues drive the euro?
  • What is going to happen to the peripheral countries?
  • Do we need to worry about the banks?
  • What now for the ECB?  

Walter Butler, Chief Executive Officer and President, BUTLER CAPITAL PARTNERS

11:30

Panel discussion: Challenges of trading e-FX and maintaining profitability

  • Technology response to new regulatory changes and adding value
  • Managing new clients expectations
  • Growing e-FX business and expanding into more products
  • Infrastructure, connectivity and latency issues
  • Overcoming the challenges of staying on top

Moderator: David Poole, Chief Operating Officer and Principal, CLIENTKNOWLEDGE

Michael Harris, Director of Trading, CAMPBELL & COMPANY

Robert Savage, Chief Executive Officer, Track.com and Board Director, IKOS

Dave Schulz, Director FX Products, CME Group

Dan Torrey, Head of IEB New Business-Americas, ICAP

Panel sponsor ICAP

Panel discussion: Best performing currency investment strategies to generate alpha

  • Active vs. passive currency management
  • Carry trade and the US Dollar as founding currency
  • Outlook for the US dollar parity
  • Fundamental and technical analysis in your portfolio
  • FX concerns and portfolio diversification
  • New approaches to global currency management  

Moderator: Joel Clark, Editor, FX WEEK

Collin Crownover, Managing Director, Head of Currency Management, STATE STREET GLOBAL ADVISORS

Jason Leinwand, Head of FX Trading and Strategy, METLIFE INVESTMENTS

Richard Levich, Professor of Finance, NEW YORK UNIVERSITY

Jon Stein, Managing Director, PARKER GLOBAL STRATEGIES

12:20

 

 

Presentation: Managing currency risk and enhancing portfolio returns: A risk factor approach

  • Applied and focused on real client situations/experience
  • FX hedging strategies + Tail risk hedging
  • Secular "strategic" overlay strategies (FX as source of risk premium)

Niels Perdersen, Vice President, Client Analytics, PIMCO

Panel discussion:  Who/what will replace the US dollar as the global reserve currency of the future?

Moderator: Howard Tai, former Vice President- Currency and Equity Derivatives Specialist, AMERICAN CENTURY INVESTMENTS

Jamie Charles, Chief Investment Officer, GREENWAVE CAPITAL MANAGEMENT

Collin Crownover, Managing Director, Head of Currency Management, STATE STREET GLOBAL ADVISORS

Elaine La Roche, Senior Advisor, CHINA INTERNATIONAL CAPITAL CORPORATION

Erik Lehtis, President, DYNAMICFX CONSULTING

12:50

Lunch and opportunity to network

1:50

 

Panel discussion: Central clearing, settlement and operational risk new requirements

  • Addressing current concerns for FX prime brokers
  • Innovative methods to meet clients expectations
  • Basel III and Credit Valuation Adjustment (CVA)
  • OTC FX clearing benchmarks for the market
  • Implementation of central clearing for selected FX products
  • Clearer gap between top tier banks and smaller players
  • Changes on how FX participants transact
  • Cut settlement cost

Moderator: Erik Lehtis, President, DYNAMICFX CONSULTING

Tony Dalton, Global Head of FX Prime Brokerage, BANK OF AMERICA/MERRILL LYNCH

Matthew Magidson, Chair, Derivatives, LOWENSTEIN SANDLER PC

Terence Oh, Managing Director, Global COO FXPB and Clearing, UBS

Nick Solinger, Chief Marketing Officer, TRAIANA

2:40

 

Panel discussion: Innovative technology and increasingly advanced algorithms in FX trading

  • Original response from platforms to dynamically shifting market composition
  • Investing in technology and getting closer to the client
  • Incorporating risk management into your product
  • Coping with development of the new HFT algorithms
  • To what extent can algorithms respond to the fast changing market

Moderator: David Poole, Chief Operating Officer and Principal, CLIENTKNOWLEDGE

Paul Buckley, Director & Head of AES FX Sales, North America, CREDIT SUISSE

James Dalton, Director, CitiFX Intelligent Orders, CITI

Yaacov Heidingsfeld, Chief Executive Officer, TRADERTOOLS

Stephane Malrait, Managing Director, Global Head of E-Commerce, SOCIETE GENERALE

Panel sponsor TRADERTOOLS

3:30

Afternoon break and opportunity to network

3:50

 

Guest speaker: FX trading 2.0 - the next phase for foreign exchange market

Robert Savage, Chief Executive Officer, Track.com and Board Director, IKOS

4:20

Panel discussion: The new FX market structure as emerging markets become more liquid

  • What will the future of FX market look like
  • Policy response by emerging markets economies to continue investor flows
  • Beyond the brink: What are the new EM currencies
  • Strong currency trends for 2011

Moderator: Joel Clark, Editor, FX WEEK

Luca Avellini, Partner, Head of Research North America, JW PARTNERS

Alessio De Longis, Portfolio Manager, OPPENHEIMERFUNDS

Daniel Katzive, Currency Strategist, CREDIT SUISSE

Howard Tai, former Vice President- Currency and Equity Derivatives Specialist, AMERICAN CENTURY INVESTMENTS

5:10

Closing remarks

5:20

e-FX awards &Cocktail Reception                                                                                 

                                                                                                                              

                    

                                                                                                                                                                                                                                                                                    

                           

Panel Sponsors
Cocktail Reception & Speaker Sponsor
Speaker Sponsors
Co-Sponsors