Agenda

Agenda

Agenda

08:30

Registration and breakfast

09:00

Welcome address:

Luke Clancy, Editor, FX Week

09:10

A macro perspective on FX: Trade wars, geopolitics and recessions and bear markets

  • Is the bearish USD consensus correct?

  • Are we entering a period of global stagflation and negative rates?

  • What interest rate and balance sheet policy will the FED adopt?

  • Will the USD retain its role as the world’s major reserve currency?

Moderator: Robert Savage, Head of FX Sales, Americas, BNY Mellon

Mona Mahajan, U.S. Investment Strategist, Allianz Global Investors

Gabriela Santos, Executive Director, Global Market Strategist, JP Morgan Asset Management

Arnab Nilim, Managing Director and Head of Currency, Goldman Sachs Asset Management  

Arnab Das, Head EM Macro, Invesco

09:55

Keynote Address & Moderated Discussion: The shape of the US economy and global markets

ModeratorLaura Matthews, Senior Reporter, FX WEEK

Speaker to be announced

10:30

The next wave of cryptocurrency trading

  • What are the key factors to attract more institutional investors to cryptocurrency trading?

  • How should market participants address the requirements of institutional investors?

  • What can the crypto world learn from the FIAT exchanges with proven, trusted technology?

Bart Smith, Head of Digital Assets, Susquehanna

11:10

Morning break and opportunity to network

Stream 1: FX Trading and Fintech

11:30

Assessing the buy-side’s eFX needs in light of the latest developments

  • What is the value of human traders in an increasingly electronic and machine-driven environment?

  • How much will automated strategies replace human investors?

  • How can you utilise the next generation of algos?

Erik Lehtis, Head of FX (US), Quadeye Trading

Alex Sedgwick, Former Head of FI Market Structure and e-trading, T. Rowe Price

12:15

Turning big data into smart data - AI, ML and alternative data panel

  • Are AI and ML benefiting underlying returns?

  • How can you effectively incorporate alternative and big data in your workflow?

  • What needs to be improved in order to normalise data for AI and ML?

Dr Miquel Noguer I Alonso, co-Founder, Artificial Intelligence Finance Institute

Philippe Burke, Portfolio Manager, Apache Capital Management

Stream 2: FX Investment and Strategy

11:30

Geopolitics panel: China, Brexit and global instability

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

  • Impact on FX hedging of political uncertainty

  • How should we understand the Belt and Road initiative?

  • Will China’s economy hit a great wall?

Moderator: Ulf Lindahl, CEO, A.G. Bisset Associates

Arvind Rajan, Managing Director, International Chief of Investment, Prudential Financial

Anne Mathias, Global Rates and FX Strategy, Vanguard

John Velis, FX and Macro Strategist, Americas, BNY Mellon

12:15

Emerging Markets – Outlook for 2019

  • Electronic ovation versus voice trading in illiquid markets – what are we wishing for and how do we get there?

  • Where are the bright spots in 2019?

  • Will EMs continue their rally and avoid a re-run of 2016?

  • Links with bond market: Will FX continue to be taken as a risky proxy in illiquid markets?

Moderator: Natalia Gurushina, Chief Economist, VanEck

Nathaniel Polachek, Portfolio Manager and Partner, Commodity Asset Management

Arnab Das, Head of EM Macro, Invesco

13:00

Lunch and opportunity to network

14:00

Keynote Address: 20 years of the Euro

Rebecca Patterson, Chief Investment Officer, Bessemer Trust

14:30

 Innovations in PB, credit and clearing

  • Impact of emerging unbundling FXPB services on the FX landscape

  • Assessing buy-side adoption of alternative credit solutions – how are offerings evolving?

  • Can PB and clearing coexist? Which offers the best value?

  • Will credit switching platforms be disruptive?

  • Effect of segregation of credit and execution on market structure

ModeratorVictoria Cumings, Managing Director, Americas FX Division, GFMA

Rose Troia, Senior Financial Economist, CFTC

Ankeet Dedhia, Head of Product and Regional Lead, FX Americas, LCH

15:10

Trading and liquidity panel: Execution, risk and transparency

  • How has FX execution changed on the trader’s desk?

  • What kind of trader profile are we now looking for?

  • Is segregating execution by liquidity and complexity better than segregating by asset class?

  • Where else do we need transparency?

  • Are we now comfortable with the last look?

Moderator: Gavin White, Global Head of Strategic Relationships, Invast Securities

Roosevelt Bowman, Head of FX Trading and Strategy, Metlife

Michael O’Brien, Director of Global Trading, Eaton Vance

15:55

Afternoon break and opportunity to network

16:15

Champagne Roundtables

 

1. Bringing cryptocurrencies into the mainstream

2. Unpacking blockchain and distributed ledger

  • Impact on trading and back office processing

3. Achieving a tech-assisted front-to-back FX Workflow

4. I, Robot: What will the role of the FX trader look like in 2030?

17:00

Closing address:

Luke Clancy, Editor, FX Week