Speakers

Speakers

2 0 1 9   S P E A K E R S

LEARN | DEBATE | NETWORK

At FX Week USA 2019, you'll gain insight and practical solutions to the most pressing challenges currently facing FX market participants.

  • How will the US-China relationship change in 2019? Will trade talks end the conflict?

  • How can the buy-side thrive in today’s data-driven and automation-led landscape?

  • How close are we to the next downturn and debt crisis?

  • Rise of populism worldwide: What is the fate of global finance?

SEE 2019 AGENDA

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Rebecca Patterson

Chief Investment Officer

BESSEMER TRUST

Rebecca Patterson is Chief Investment Officer at Bessemer Trust, managing more than $70 billion worth of high-net-worth family assets and serving as a member of the firm's management committee. Prior to joining Bessemer, Rebecca worked at J.P. Morgan, as Chief Markets Strategist for Asset Management, as Global Head of Foreign Exchange and Commodities for the Private Bank, and as an Investment Banking Research Analyst, based in New York, London and Singapore where she helped central banks and sovereign wealth funds, other institutional clients and high-net-worth families. Prior to J.P. Morgan, she was a journalist in the U.S. and Europe covering financial markets and politics.

She is a member of the Council on Foreign Relations, the New York Federal Reserve's Investor Advisory Committee, the Economic Club of New York, and chairs the University of Florida Investment Corporation's Advisory Board. She is also a board member of Global Kids and a member of the Economic Leadership Council of the Peterson Institute. Additionally, Rebecca is a regular CNBC contributor and is widely quoted in the financial press. American Banker has named Rebecca one of "The 25 Most Powerful Women in Finance" for the past five consecutive years. Rebecca earned an M.B.A. from New York University, an M.A. in international economics from The Johns Hopkins University School of Advanced International Studies, and a B.S. in journalism from the University of Florida. Rebecca lives in New York City with her husband and two daughters.

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Gabriela Santos

Executive Director, Global Market Strategist

JP Morgan Asset Management

Gabriela D. Santos, Executive Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. In this role, Gabriela is responsible for delivering timely market and economic insights to institutional and retail clients across the U.S. and Latin America. In addition, Gabriela conducts research on the global economy and capital markets and is responsible for the development of the flagship quarterly Guide to the Markets – Latin America and other publications. Since joining the team, Gabriela has played an instrumental role in the expansion of the Market Insights program in Latin America.
Gabriela is also a frequent guest on CNBC, Bloomberg, and other financial news outlets and is often quoted in the financial press.
Prior to joining J.P. Morgan in 2012, Gabriela worked at HSBC’s Private Bank for three years, stationed in Singapore, Switzerland and Mexico. In her role as a banker in Singapore, Gabriela provided strategic advice to High Net Worth European clients on managing their personal and family wealth. Previously, she was a trader on the structured products trading desk in Geneva, Switzerland and helped launch a credit platform in Mexico City, Mexico.
Gabriela graduated summa cum laude from the University of Pennsylvania with a Bachelor of Arts degree in Philosophy, Political Science, and Economics, as well as French. She is fluent in Portuguese, English and French and proficient in Spanish.

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Arnab Das

Global Head of Emerging Market Macro

INVESCO

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.

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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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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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Arnab Nilim

Managing Director and Head of Currency

GOLDMAN SACHS ASSET MANAGEMENT

Arnab is a Managing Director and Head of Currency. Before his appointment at Goldman Sachs Asset Management, Arnab was Lead Portfolio Manager on the Currency Strategies team in the Fixed Income Group at Alliance Bernstein. His remit includes 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

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Alex Sedgwick

Head of Fixed Income Market Structure and Electronic Trading

T. ROWE PRICE

Alex Sedgwick, Head of Fixed Income Market Structure and Electronic Trading, T. ROWE PRICE

Alex Sedgwick is a market structure analyst in Fixed Income Trading at T. Rowe Price. Mr. Sedgwick is responsible for performing 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 Associates, Inc. Mr. Sedgwick has 14 years of investment experience, one of which has 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.

Erik Lehtis

Head of FX

QUADEYE SECURITIES

Erik's trading career has spanned 30+ years in the foreign exchange market, at a range of banks and proprietary trading firms, across a spectrum of technological change.  From the early days of voice broker and telephone execution in the interbank market to the modern world of sub-microsecond automated market-making, API and algorithmic order execution and risk management, he has faced the many challenges on the bleeding edge of FX. He began his career at Crocker National Bank in San Francisco as a spot FX dealer, and after 17 years at a variety of banks in NY and Chicago, he left the banking world for the proprietary trading space, holding a succession pf positions at DRW Trading, Allston Trading and Wolverine Trading, before a 4-year period consulting into the institutional FX space. He is currently head of FX at Quadeye Securities, a quantitative trading firm, where he focuses on liquidity and risk management issues while leading a project to build a proprietary trading platform. Erik attended the Georgetown University Schools of Foreign Service and Business Administration before receiving a BS In Economics at the University of San Francisco, and a MS in Computer Science from the University of Chicago.

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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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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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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.

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Arvind Rajan

Head of Global and Macro

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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Miquel Noguer Alonso

Co-founder

Artificial Intelligence Finance Institute (AIFI)

Miquel Noguer Alonso, Co-founder and Chief Science Officer, Artificial Intelligence Finance Institute (AIFI)

 

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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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Roosevelt Bowman

Head of FX Strategy

METLIFE

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.

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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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Philippe Burke

Portfolio Manager

APACHE CAPITAL

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: [email protected].