Fixed Income Leaders 2018

06 - 08 November, 2018

Beurs van Berlage, Amsterdam

44(0) 207 368 9540

2018 Speakers

Eric Boess
Global Head of Trading
Allianz Global Investors
Anthony Hilton
Financial Editor
Evening Standard
Anthony Hilton, the chief economics and business commentator for the Evening Standard is one of the longest serving British business journalists having joined Fleet Street in 1968 as a Trainee on the Guardian, with an MA in economics. A multiple award winner for his journalism he last year collected the Journalist of the year award from the British Insurance Brokers Association and in March was given a life time achievement award by the ABI. His most recent success was the Headline Money Award for “ Outstanding Achievement.” He began his public speaking career when he worked for three years as economic commentator for Channel 4’ on The Business Programme in the late 1980s and subsequently went on to devise and co present the Stocks and Shares Show for ITV. Currently he is the finance and business commentator for the Evening Standard and a weekly columnist for The Independent. Anthony will be delivering the keynote ‘An update on Brexit negotiations 18 months on from triggering Article 50: What has been the impact on the economy, EU-UK trade relations and the investment landscape?’ on the 11th September.
Mark Goodman
Managing Director, Global Head of Electronic Execution
UBS Investment Bank

Mark Goodman originally joined SBC Warburg in 1997 and has worked in a variety of Electronic Equity Distribution roles throughout his career with UBS in both London and New York. In 2009 he joined Societe Generale to head their electronic business for Cash Equities and Equity Derivatives. In 2015 Mark re-joined UBS as Global Head of Electronic Trading for agency services across FX, Rates and Credit.

James Wallin
Senior Vice President, Fixed Income
Alliance Bernstein

James Wallin is a Senior Vice President in AllianceBernstein’s Fixed Income group. Prior to joining AllianceBernstein, Wallin was at Morgan Stanley Investment Management, Evergreen Asset Management Corp. as Senior Counsel and Yamaichi Capital Management Inc., where he served as General Counsel and Chief Administrative Officer. Prior to working at Morgan Stanley, Wallin also worked in the legal department of The Dreyfus Corporation and with the law firm of Cole and Dietz. He also had been with Alliance Capital previously, from 1982 to 1986. He is a member of the New York Bar and a solicitor of the Senior Courts of England and Wales.

Jim Switzer
Head of Credit Trading
Alliance Bernstein

James Switzer joined AllianceBernstein in 2011 as global Head of Credit Trading, overseeing both investment-grade and high-yield credit trading. Previously, he was a managing director at Société Générale, where he managed the Financial Institutions Credit Trading Desk, and at BNP Paribas, where he managed the Investment Grade Trading Desk from 2000 to 2002. Switzer also formerly served as a sector portfolio manager/trader at UBS Principal Finance (from 2002 to 2005) and at Sigma Capital (from 2005 to 2008). Earlier in his career, he worked at Paine Webber and Co.; Kidder, Peabody & Co.; and Alex. Brown & Sons. Switzer holds a BA in biology from Colgate University.

Rebecca Healey
Head of EMEA Market Structure and Strategy
Liquidnet
Rebecca is considered to be one of Europe's leading industry voices on market structure, regulatory reform, and financial services technology. She has authored a plethora of qualitative research reports and commentary covering the impact of market regulation on all asset classes, changing market structure and developments in dark pools, HFT, and surveillance. She joined Liquidnet in July 2016 to use her 18 years' experience to collaborate and deliver research and insights for both the European equities and fixed income markets. Rebecca is also Co-Chair of the FIX Trading Community’s EMEA Regulatory Subcommittee dedicated to addressing real business and regulatory issues impacting multi-asset trading in global markets. She has held prior roles at TABB Group, Incisus Partners, the British Embassy in Bahrain, Credit Suisse, Goldman Sachs International and Bankers Trust International.
Cathryn Lyall
Co-Founder
Seismic Foundry
Leveraging her 30 year career in capital markets as a derivatives trader, exchange executive, NED on a Bank Board, strategic advisor and markets infrastructure specialist Cathryn Co-Founded Seismic Foundry, a discretionary fund investing in early stage capital markets FinTech. Cathryn is known for her deep industry knowledge, positive energy, extensive network, and focus on building new businesses that successfully embed excellent culture and team values. Through her founding Board role for Women In Listed Derivatives (WILD) she has spent 10 years developing networking, mentoring, & educational opportunities for women in Derivatives markets and is passionate about remedying the gender, pay, and power imbalance in capital markets. She has been listed in Financial News 100 Most Influential Women, 100 Women in Fintech, Cranfield FTSE Index 100 Women to Watch, Brummell Most Influential Women in the City and Qantas Australian of the Year UK.
Usman Khan
Chief Technology Officer
Algomi

Before co-founding Algomi, Usman's background spans managing various e–business solutions at UBS for a number of years, where after Usman spotted a niche in the Fin-Tech space and invested resources to create a Client-to-Client Dark Pool Trading Platform for Fixed Income, which was successfully rolled out globally in partnership with a large Investment Bank.

Radi Khasawneh
Fixed Income Market Structure and eTrading Expert
TABB Group
With extensive experience reporting on structured credit, derivatives and fixed income markets in the US and Europe, Radi is now responsible for producing European Fixed Income research at TABB Group, based in London and working alongside the US team to produce research based on interviews with senior figures on the sell-side, buy-side and regulators defining market change. Radi also has six years of experience reporting on financial markets at Euromoney, Risk Magazine, Dow Jones and Bloomberg. His main area of focus has always been the OTC derivatives market and fixed income, and for the last two years has followed the impact of regulatory change on the running of this market to define the likely future shape of the market. He will be sharing his latest research on derivatives reforms to help you prepare for the impact on your trading desk.
Chris White
CEO
ViableMKTS
Chris White has 18 years of financial services experience with more than 13 years dedicated to fixed income electronic business development. His journey in financial technology began in 2003 when he joined the electronic corporate bond trading start up, MarketAxess. After helping establish the MarketAxess platform, Mr. White transitioned his career to the sell side, working for leading investment banks like Barclays, Lehman and Goldman Sachs where he was responsible for modernizing their respective credit market making businesses. During his time at Goldman Sachs (2010 – 2015), Mr. White invented the GSessions corporate bond trading platform and the first corporate bond IOI. Currently, Mr. White is the founder and CEO of two companies, ViableMkts, an advisory firm that provides strategic guidance on financial technology and fixed income market structure and BondCliQ, a start-up company that is building an innovative central market system for corporate bonds.
Dr. Kay Swinburne
MEP, Member of Economic and Monetary Affairs
European Parliament
Kay was first elected as the Conservative MEP for Wales in June 2009. A successful career in investment banking & fund management has equipped her with in-depth knowledge of the global financial markets and led to her appointment as a Coordinator on the Economics and Monetary Affairs committee (ECON) in the European Parliament. Most recently she was also appointed Vice Chairman on the Economic and Monetary Affairs committee. She has worked on financial reform legislation including EMIR, MiFID II and CSDR and is currently the CoRapporteur for the EU legislation on recovery and resolution of CCPs.
Mark Whitcroft
Founding Partner
Illuminate Financial Management
Mr. Mark Whitcroft serves as a Partner and Founding Partner at Illuminate Financial Management LLP. Previously, he was a Principal at the firm. Prior to joining Illuminate, Mr. Whitcroft spent 11 years in various senior capital market roles at Deutsche Bank and HSBC. He was an Executive-in-Residence at StartUpBootCamp FinTech. He has been investing in FinTech companies since 2010 and has worked with a number of FinTech startup accelerators globally. Mr. Whitcroft has been on Industry Advisory Board for ValueStream Labs and a mentor for Deutsche Bank at the Accenture FinTech Innovation Lab. He is a Director of ChartIQ, Inc. He holds a BSc in Human Sciences from University College London
Avtar Sehra
CEO and Chief Product Architect
Nivaura

Avtar has a PhD in Theoretical Physics and research experience in quantitative computational engineering. Since leaving academia Avtar has held leadership positions in investment banking and consulting, specialising in financial engineering, quantitative risk management, structuring and product management. Avtar is now the CEO and chief architect in Nivaura, a financial technology company for managing the full lifecycle of financial asset issuance and administration. Avtar is also a director and advisor for a number of startups in finance and healthcare that leverage quantitative methods/analytics and Bitcoin/blockchain across Europe and Asia.

Mike Poole
Fixed Income Dealing Manager
Jupiter Asset Management
Mike is the Head of Fixed Income Dealing for Jupiter having been at the firm since 2005, joining from Barclays Wealth Management. He joined as a trading desk assistant before progressing to trading UK equities covering UK telcos and programme trading. Moving to fixed income trading in 2010, he now heads up a team of three responsible for execution across a number of asset classes including credit, rates, futures and convertibles, in both developed and emerging markets.
Paul Malloy
Head of Fixed Income Trading
Vanguard
Stuart Campbell
Head of Central Dealing
BlueBay Asset Management
Carl James
Global Head of Fixed Income Trading
Pictet Asset Management
Carl James is an influential buy-side dealer with 30 years’ experience in global multi-asset execution. He has operated successfully at various Global Asset management companies, including in Global Head of Dealing roles. He has overseen the management of more than £1 trillion of assets. Most recently, Carl has taken over as the Head of Fixed Income Trading at Pictet Asset Management. Carl’s experience stands out for its breadth – embracing every aspect of execution, and for its depth – including advising on regulation, risk, process and developing and implementing groundbreaking technology. Highly respected by both buy and sell-side, his opinions are sought by people at the highest level. He demonstrates the kind of vision and incisive, strategic thinking that have seen him inform change and progression for organisations and for the industry as a whole.
Miles Kumaresan
Global Head of Trading & Fintech
Nordea Asset Management

Miles is responsible for trading in Equities, Foreign Exchange, Fixed Income and Implementation at Nordea Investment Management. His 25 years of experience is from both buy and sell sides globally. Over the years, his responsibilities have ranged from quantitative portfolio management and electronic market making to trading & execution. He has an academic background in Computer Science, Robotics and Mathematics.

Yann Couellan
Head of Fixed Income Execution
BNP Paribas Asset Management
Stuart Shearer
VP, Trading Technology
Wellington Management
Stuart has been at Wellington Management since 2013, and was previously at Citi. He will be participating in the session ‘Buy Side Leader Interviews: Establishing the buy side needs - What technology and protocols are now essential in a post MiFID II world and how can you establish who to partner with?’ on the FX eTrading Evaluation Day on 10th September.
Erik Tham
Head of Fixed Income Electronic Order Execution Desk
UBS Wealth Management
Erik Tham is responsible for electronic order execution at the Fixed Income buy-side trading desk of UBS Wealth Management, the world’s largest Wealth Manager, where he has built up and is running one of the most advanced global order- and execution management platforms for Fixed Income securities. With over 18 years of experience in the Financial Industry and 11 years of Fixed Income e-trading experience (sell-side and buy-side) in both trading, market expert and senior management positions, Erik is an industry wide renowned thought leader and expert for Fixed Income e-trading, smart order routing and execution automation. Erik holds a master’s degree in Physics and is based in Zurich.
David Scilly
Head of Fixed Income & Currency Dealing
First State Investments
Christophe Marcilloux
Deputy Head, Fixed Income Dealing
Amundi Asset Management
Chris Perryman
Senior Vice President, Trader, Emerging Markets Fixed Income
Pinebridge Investments
Mr. Perryman joined the firm in 2009 and is responsible for all aspects of emerging markets fixed income trading, including cash bonds, currencies and derivatives. He was previously an emerging markets trader at the Standard Bank’s fund management division dealing with hard and local currency bonds, FX and CDS. Prior to that, Mr. Perryman served as a credit team’s portfolio analyst at Morley Fund Management and before that worked at the London Stock Exchange. He holds an Investment Management Certificate and a Diploma in Technical Analysis from the Society of Technical Analysts.
Danny Ramos
Fixed Income Trader
Santander Asset Management
Mikael Bjorkman
Associate Director, Fixed Income Electronic Execution Specialist
UBS Wealth Management
Mikael Björkman is an Execution Trader, working with both manual and automated execution trading. Supported by his technical background, Mikael is driving the evolution of the automated execution platform along with other technical enhancements within the FI Trading space. Mikael joined UBS Wealth Management after several years as an IT Consultant at UBS Investment Bank (FX) where he worked as a Project-/ Release-manager and Senior Developer. Mikael is based in Zurich and holds a Master's Degree in Engineering.
Mitesh Popat
Fixed Income Trading and Portfolio Management
Goldman Sachs Asset Management
Robbie Boukhoufane
Global Head of Fixed Income & FX Trading
Schroder Investment Management
Philip Hunter
Head of Rates
Legal and General
Rutger Olthof
Fixed Income Trading
NN Investment Partners
Fabien Oreve
Global Head, Trading
Candriam Investors Group
The Candriam trading team is a fully integrated multi-asset desk working with one core order management system across various global asset classes: equities, bonds, currencies and derivatives; it is balanced between individual expertise (equities, bonds) and multitasking (currencies, derivatives). Fabien manages a highly experienced execution desk centralizing orders from different business units and various locations. His priorities are to continue multi-asset integration, improve cooperation between traders, find liquidity optimally, use the most appropriate ways to trade different types of orders, strengthen transaction cost analysis, reduce the cost of execution and maintain a high level of trading efficiency for Candriam portfolio managers.
Lee Sanders
Head of Execution FX and UK & Asia Fixed Income Trading
AXA Investment Management
Lee is responsible for foreign exchange execution globally and also oversees fixed income trading in the UK and Asia. In 1991 Lee joined Sun Life Investment Management (which became part of AXA IM) as a member of the US equities team, moving into the fixed income team in 1994 as an analyst and from 1996 as an investment manager. In 2002, he moved to Trading & Securities Financing (TSF) to help establish fixed income, foreign exchange and money market dealing. In 2006, all pan-European FX trading was incorporated into TSF. Lee also worked with the business to develop electronic systems and oversee transaction cost analysis activities. In 2010, TSF created a desk to handle our global MM business and in 2012 Lee was given responsibility for fixed income execution in the UK and Asia. Lee is Chair of the Investment Association’s FX Working Group and a member of their Fixed Income Trading Stream. He is also a member of the Bank of England’s FX Joint Standing Committee on FX and a member of the Quorum15 Board. Lee left school after A-levels and worked in the equities markets for a number of years before joining Sun Life Investment Management in 1991.
Christoph Hock
Global Head of Trading
Union Investments
Christoph Hock is Head of Multi-Asset Trading at Union Investment. He joined Union in April 2014 and, with his team, is responsible for all trading activities associated with portfolio management of cash equities, fixed income, fund and ETF business, FX, listed and OTC derivatives, and securities lending. Christoph graduated with a Diplom-Bankbetriebswirt, and has more than 20 years of international investment banking, trading and management experience, having worked for companies on the sell- and buy-side, most recently as Head of Execution Sales at Barclays Bank and at Alpha Trading. Prior to this, Christoph was founder, partner and co-CEO/Head of Portfolio Management and Trading at Tungsten Capital Management, a hedge fund company (2005-2010). He was Head of Proprietary Equity Derivatives Desk at J.P. Morgan in London and Frankfurt from 1998-2004. Christoph began his career at Dresdner Kleinwort Benson in Cash Equity Trading.
Cathy Gibson
Head of Fixed Income Trading
Deutsche Asset Management
Joined the Deutsche Asset Management in 2015 with 13 years of industry experience. Prior to joining, Cathy served as a senior fixed income trader at Pioneer Investments. Before this, she held various roles in trading at Bank of Ireland. She holds BA and MEconSc in Economics from University College Dublin.
Oscar Kenessey
Head of Trading, Fixed Income, Derivatives and Currencies
NN Investment Partners
Oscar is Head of Trading at NN Investment Partners responsible for Fixed Income, Equity Derivative and FX trading. The nine traders in his group are mostly based in The Hague, with traders in New York and Singapore ensuring global coverage. Trading activities span both the third party (institutional clients and mutual funds) and proprietary businesses at NN IP. Previously Oscar was fund manager, specializing in derivative focused investment strategies. Oscar started his 21 year old career as proprietary trader in FX and interest rate derivatives at ING Investment Management. Oscar holds an MSc in Economics from Erasmus University, Rotterdam.
Julien Raimbault
Investments COO & CDO
La Banque Postale Asset Management
Christine Kenny
Managing Director and Fixed Income Market Strategist
Loomis Sayles and Company
Louise Drummond
Head of Fixed Income and FX Dealing
Aberdeen AM
Juan Landazabal
Global Head of Fixed Income and FX Trading
Deutsche Asset Management
Joined Deutsche Asset Management in 2013 with 19 years of industry experience. Prior to joining, Juan was Head of Fixed Income Trading at Fidelity Investments International, London. Previously, he served as Director of Credit Products, Capital Markets Division at Caja Madrid. Before, he was a Vice President in Debt Capital Markets at Santander Investments in New York and Madrid. Juan started his career in a management trainee program and corporate finance at BBVA in Madrid and New York BA in Economics from Kingston University London; MSc in International Banking & Financial Studies from Heriot-Watt University, Scotland
David Walker
Head of Fixed Income Dealing
M&G Investments
Alex Sedgwick
Vice President, Fixed Income Market Structure
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.

Antonio Pilato
Head
Generali Investments Europe

Antonio has extensive experience in portfolio management and engineering, with a strong knowledge of both managing and trading equities and derivatives. His experience places him in an ideal position to discuss how a top European trading desk is currently managing and adapting to the current regulatory climate and where they are investing to survive.

Chris Iggo
Chief Investment Officer and Head of European and Asian Fixed Income
AXA Investment Management
Eric Brard
Global Head of Fixed Income
Amundi Asset Management
Fraser Lundie
Co-Head of Credit
Hermes Investment Management
Fraser joined Hermes in February 2010 and is lead manager on the Hermes range of credit strategies. Prior to this he was at Fortis Investments, where he was responsible for European high yield credit. Fraser graduated from the University of Aberdeen with an MA (Hons) in Economics, earned an MSc in Investment Analysis from the University of Stirling, and is a CFA charterholder. Having previously featured in Financial News’s ‘40 Under 40 Rising Stars of Asset Management’, an editorial selection pick of the brightest up-and-coming men and women in the industry, in 2015 Fraser was named as one of the top 10 star fund managers of tomorrow by the Daily Telegraph and, in 2016, Citywire Americas namedFraser number one in their global high yield manager review.
Louis Gargour
CIO and Managing Partner
LNG Capital
Louis runs the investment management team at LNG Capital, leading idea generation across credit markets. As CIO, Louis oversees investment and directs the organization’s investment management decisions. He has over 30 years investment experience with expertise in government bonds, investment-grade, high-yield, distressed, and special situations. As a result of his strong performance Louis and his team have been nominated for numerous awards and honourable mentions from Eurohedge, Investhedge, HFR, Hedge, Barclays Hedge, and others. Besides his duties as CIO, Louis is active in the financial policy and reform debate as a frequent contributor to Financial Times, Wall Street Journal, Barron's, Reuters, Bloomberg, He regularly speaks at major industry conferences, as well as CNBC and Bloomberg television. Louis founded LNG Capital in 2007. Previously he was Head of Fixed Income at RAB Capital, a London-based 7 billion Aum hedge fund. He had overall responsibility for fixed income research trading and investments. Prior to his role at RAB, Louis held senior positions at Goldman Sachs London, J.P. Morgan London, and began his career on Wall Street as a graduate of the highly acclaimed Salomon Brothers international management training program. Louis holds dual majors BS  Finance\International Management from Georgetown University Washington DC,  Exchange Masters Programme at Boccioni University Milan, and holds an MBA from London Business School with distinction.
Thierry de Vergnes
Head of Acquistion Debt Funds
Amundi
Shahzad Hasan
Senior Portfolio Manager
Allianz Global Investors
Mr. Shahzad Hasan is a senior portfolio manager with Allianz Global Investors, which he joined in 2014. He is a member of the firm’s Emerging Markets Fixed Income team, focusing on hard-currency sovereigns globally. Mr. Hasan has 12 years of investment-industry experience. Before joining the firm, he was an emerging-markets fixed-income strategist at J.P.Morgan and Credit Suisse. Mr. Hasan also worked on the buy side at a macro hedge fund in New York. He has B.Sc. with honors in economics from Lahore University of Management Sciences (Pakistan) and an M.S. in quantitative and computational financial from the Georgia Institute of Technology (U.S.A.).
Brigitte Posch
Managing Director, Global Head of Emerging Markets Corporates
Barings
Brigitte Posch is Head of Barings’ Emerging Markets Corporate Group. Brigitte is the lead portfolio manager for this strategy, as well as the Emerging Markets Debt Short Duration strategy.. Brigitte has worked in the industry since 1992 and her experience has encompassed emerging markets structured credit, investment grade and high yield corporate bonds and loans. Prior to joining the firm in 2013, she was an executive vice president portfolio manager – head of emerging markets corporates at PIMCO. Before PIMCO, she was a managing director and head of Latin America securitization and trading at Deutsche Bank. She was previously a Director with Ambac where she was responsible for developing asset- and mortgage-backed securities in emerging markets. Prior to Ambac, she was vice president and senior credit officer with Moody’s Investors Service where she was responsible for rating asset- and mortgage-backed securities in Latin America. She also held positions in Sao Paulo, Brazil at Banco Inter-Atlantico/Credit Agricole, Citibank and ABN AMRO. Brigitte holds a B.A. from Mackenzie University of Sao Paulo.
Bryn Jones
Head of Fixed Income
Rathbones Wealth Management
Bryn is the Head of Fixed Income for Rathbones, and is lead manager on the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund. He joined Rathbones in November 2004 from Merrill Lynch, where he managed $2 billion of fixed income assets. Bryn is a member of the Rathbone Strategic Asset Allocation Committee, Non-Executive Chairman of Rathbones' Fixed Income Committee, and an adviser to the Rathbone Banking Committee. He is a WMA representative for the HMT DMO’s (Her Majesty’s Treasury - Debt Management Office) Gilt market consultation process. Bryn appears regularly on CNBC and Bloomberg TV. He also sits on the IA Fixed Income Committee. Bryn graduated from Birmingham University with a Bachelor of Arts degree in Geography in 1995.
Luis Carvalho
Head of Investments
Credito Agricola Gest

As Head of Investments, Luis actively contributes on the formulation of the company's Investment Policy at the Investment Committee at Credito Agricola Gest. Luis is responsible to set up the strategy to implement the Investment Policy in order to maximize returns assuring that all portfolio managers do comply with the risk limits and guidelines defined by the Committee. He closely work with the Institutional Clients department giving market insights to help drawing the Investment Policy and the development of new products for institutional clients: insurance portfolios and pension funds. With European Quantative Easing coming into force in early 2015, Luis will be providing the prose and cons of the new monetary policy, as well as providing insights on how you can reduce the impact of European QE.

Javier Dominguez
Managing Partner
Auriga Global Investors
Javier possesses more than 25 years of experience in the investment industry, especially on the equity and fixed income markets where Javier is a pioneer developing investment products platforms in both markets. Javier is Managing Partner at Auriga Global Investors where oversees electronic trading division for equity and fixed income. On the equity side, Auriga has developed a trading engine with highest efficiency and lowest latency that allows Auriga to be one of the references on the Spanish equity industry. At the same time, Auriga is running the first and only Fixed Income online broker in Spain www.aurigabonos.es, where private banking and retail customers can find online trading solutions in the most liquid bonds of the world (more than 2,000 references). Before his assignment at Auriga, Javier was during 15 years the CEO of Interdin, a reputed Spanish investment company. Javier is a regular contributor to several Spanish media, assessing markets evolution and effects of regulatory framework changes. Javier will also share its technical experience and expertise in equity and fixed income when discussing how to overcome issues relating to Fixed Income/trading challenges and how to solve them under MiFID II regulation.
David Brickman
Portfolio Manager
Tesco
Liakos Papapoulos
Senior Investment Manager Treasury
MN Asset Management
Mary Pieterse-Bloem
Global Head of Fixed Income
ABN AMRO Private Bank
Mary is Global Head Fixed Income in the Global Investment Center of the Private Bank of ABN AMRO and a voting member of the private bank’s Global Investment Committee. Mary is Chairman of the Rente Gilde, the society of Dutch financial professionals working in fixed income markets and is Assistant Professor in the section Finance on Erasmus School of Economics where she is responsible for the educational and research program on fixed income. Mary has spent her entire professional career in fixed income. Starting in 1993 upon the completion of her MSc in Economics at the London School of Economics, she worked the first thirteen years in the dealing rooms of Paribas, DrKW and Lehman Brothers in London as Euro bond strategist and Debt Capital Markets professional. In 2006 she took time out to write her PhD thesis on the integration of European corporate bond markets. She obtained her doctorate in 2011 at Tilburg University, following which she resumed her career in the Netherlands in asset management. She first worked for ING Investment Management (now NN IP) and then for APG Asset Management, both as a Senior Strategist for the fixed income portfolios of respectively the largest life insurer (Nationale Nederlanden) and largest pension fund (ABP) in the Netherlands. She joined ABN AMRO in September 2015, where she leads a team of fixed income specialists globally which is responsible for delivering high performing portfolios and investment recommendations to the private clients of ABN AMRO. Part of this Global team are fixed income specialists of Bank Neuflize in France and Bethmann Bank in Germany. ABN AMRO’s private bank has approximately 190 billion euro assets under management, of which 40% is invested in fixed income.
Thanos Papasavvas
Founder and CEO / Fixed Income and Currenc
ABP Invest and former Strategisy / Investec Asset Management
Adrian Helfert
Head of Global Fixed Income USA
AmundiPioneer
Phillipe Guillot
Markets Director
Autorité des Marchés Financiers AMF
Elizabeth Callaghan
Director, Market Structure and MiFID II strategy & regulatory response
ICMA
In her current role, Elizabeth directs ICMA's efforts with MiFID II/MiFIR bond trading regulatory obligations, and the structural changes that MiFID II is driving is at the core of this role. The focus is creating commercially viable best practices in bond market trading. As the MiFID II deadline approaches, Elizabeth will be sharing her specific knowledge around MiFID II and advise you on how you can best prepare your trading desk for the January 2017 deadline.
Brian Oliver
European Head of Institutional Sales & Relationship Management
Citadel Securities
Matthew Berger
Partner
Jane Street
David Bullen
Director
Bullen Management
David Bullen runs his own independent advisory consultancy specialising in fixed income electronic trading and market structure change; driven both by regulatory reform and electronic efficiency. Prior to this, David ran Citigroup's Global Rates & Credit e-Commerce businesses for 17 years. David previously managed Citi's cross-asset class FICC e-Commerce businesses in Europe and was also heavily involved in the launch of the FIX protocol to the Equities market whilst at Salomon Brothers in the late-90's; he has a genuine cross-asset class appreciation of e-trading. More recently, David’s clients, on both buy-side and sell-side, span areas as diverse as regulatory-driven futurisation in OTC interest rate space, efficiency changes in fixed income primary markets, a technology network utility-driven initiative in European credit markets, a global investment management company’s e-strategy, advising a regional savings and investment bank on ecommerce and regulatory reform strategy. David also currently leads a trade association focused on European fixed income, cash and derivative, market regulations for the European non-equity MTFs. David is a Chartered Fellow of the Chartered Institute for Securities and Investment and was a Trustee of a £3.5bn+ pension scheme for 10 years.
John Greenan
Front Office Trading Technology Consultant
Alignment Systems
John Greenan is a commercially aware and creative technology disruptor, strategist, business analyst, developer and manager. He combines market knowledge, commercial/financial savvy, relationship building skills and an enviable contact list. He has considerable experience of buy-sides, sell sides, execution venues and exchanges. He is the driving force behind FIX Orchestra, the next version of the FIX protocol. He works with multiple asset classes (fx, fixed income, equities, futures, options, money markets) building out electronic trading and the necessary workflow and business process changes. He has specialisations in: digital transformation, fixed income trading, strategy for trading systems/processes, market microstructure, OMS & EMS integration, ecosystem integration, connectivity, project management, business analysis, real-time systems and vendor relationship management.
Julia Streets
CEO
Streets Consulting
Julia is the Founder & CEO of Streets Consulting, the UK and US business development, marketing and communications consultancy working with a wide range of financial services and technology clients. Prior to founding Streets Consulting in 2008, Julia was global head of communications at NYSE Technologies, serving on the Executive Committee and European head of marketing and sales development at Instinet. In 2013, Brummell Magazine named Julia one of their 30 Inspirational Women on Boards and in 2014 one of their 30 Inspirational Women Entrepreneurs. This year they listed her as one of their 30 Insprirational Women City Influeners. In the past three years Innovate Finance has listed Julia one of their Leading Women in FinTech and one of SWIFT's Global Power Women in FinTech. Julia is proud to serve as a trustee of the charity 'Children in Crisis' and is a Fellow of the British American Project.
Brett Chappell
Head of Fixed Income
Nordea Asset Management
.Brett has direct responsibility for five traders domiciled in Copenhagen. In Brett’s team, they are responsible for trading credit bonds, rates, CDS’s, IRD’s, repos, deposits and they manage money market portfolios, where they service several of Nordea’s portfolio managers scattered across the Nordic region. The overall goal of Brett’s team is to bring (and document) the best returns to their clients who have entrusted Nordea IM with their funds. Brett’s experience includes over two decades of European managerial sell-side experience - primarily in the interest rate derivative and bond space. Recently, Brett has been heavily involved with committees bringing various market participants together (Project Neptune, ICMA’s response on MiFID II to ESMA, and numerous pre-trade and trading platforms.)
Dan Barnes
Editor
The Desk
Dan Barnes is the award-winning editor of bond trading magazine, The DESK. He has written about trading, investment, banking and financial technology for 17 years, regularly contributes to 10 other publications and writes as a contributing editor for FT Group and Risk publications.
Jonathan Wolfson
CEO
Adaptable Tools
David Saab
Managing Director
JP Morgan Private Bank
He is the global head of fixed income and absolute return funds This is including 40act and UCITS vehicles. Prior to joining J.P. Morgan in 2011, he was working as a Portfolio Manager at Banque Privee Edmond de Rothschild. He headed their Fixed Income and Absolute Return fund research as well as their broader multi-manager team, developing expertise in High Yield, Leveraged Loans and Emerging Markets debt David was a member of the investment committee at BPERE and had built tailored asset allocation solutions for high net worth clients. He started his career at J.P. Morgan where he worked on the Masterswap desk. David holds a master’s degree in Finance from Audencia Nantes Business School and has attended the MBA program of Georgia State University in Atlanta, GA
Sarmad Habib
Fixed Income Trader
Shell Asset Management
Christoph Hock
Head of Trading
Union Investments

Christoph Hock is Head of Multi-Asset Trading at Union Investment. He joined Union in April 2014 and, with his team, is responsible for all trading activities associated with portfolio management of cash equities, fixed income, fund and ETF business, FX, listed and OTC derivatives, and securities lending.

Christoph graduated with a Diplom-Bankbetriebswirt, and has more than 20 years of international investment banking, trading and management experience, having worked for companies on the sell- and buy-side, most recently as Head of Execution Sales at Barclays Bank and at Alpha Trading.

Prior to this, Christoph was founder, partner and co-CEO/Head of Portfolio Management and Trading at Tungsten Capital Management, a hedge fund company (2005-2010). He was Head of Proprietary Equity Derivatives Desk at J.P. Morgan in London and Frankfurt from 1998-2004. Christoph began his career at Dresdner Kleinwort Benson in Cash Equity Trading.

Nicholas Greenland
Managing Director, Global Head, Broker/Dealer Relations, BNY
Mellon Investment Management
Jatin Vara
Head of International Trading & Global Head of Emerging Markets Trading
BlackRock
Darren Moore
Head of Investment Grade, High Yield & EM Credit Trading, Global Trading Team
Legal & General Investment Management
Ricky Goddard
European Head of Credit Trading
Schroders
Amit Bhuchar
Global Head of Fixed Income Trading and Business Initiatives
JP Morgan Asset Management
Stephanie Suriyanon
Senior Fixed Income Dealer
Baillie Gifford
Nicola White
Managing Director, Global COO FICC
Citadel Securities
Jonathan Lee
Head of Credit Trading
Hermes Investment Management
Scott Thiel
Deputy CIO of Fundamental Fixed Income & Head of Global Bonds
BlackRock
Michael Burns
Executive Vice President, Co-Head of Northern Europe
PIMCO
Daryl Bowden
Chairman and Founder
Glia Ecosystems Augmented Intelligence
James Flavin
Founder and CEO
KiteEdge
Aaran Rowsell
Head of Strategy Group
Fencis
Mark Yallop
Chair
FICC Markets Standards Board
Mark Yallop is the Chair of the FICC Markets Standards Board (FMSB) and as well as an external member of the Prudential Regulation Committee. Mark was UK Group CEO for UBS from 2013-14. Prior to this he was Group COO for ICAP plc from 2005-11 and spent 20 years at Deutsche Bank from 1984-2004 where he was instrumental in building their investment banking business and served as Group COO from 2002-04. He has been a member of numerous financial services industry bodies.
Richard Kelly
Head of Global Strategy
TD Securities

Richard Kelly is the Head of Global Strategy, providing investment and strategic advice for both external and internal clients on G10 FX, non-US rates, commodities, and Emerging Markets as well as top-down global macro analysis, assessing the common trends in major economies and implications for markets. Rich more recently worked as Head of European Rates and FX Research for TD Securities in London. Prior to this, he worked as the Senior International Economist for TD Economics, responsible for forecasting the global economy. He has also worked at the International Monetary Fund in Washington D.C., where he analyzed emerging market economies and the IMF’s response to financial crises, as well as several other economic development organizations. Rich earned a B.A. in International Affairs and Middle Eastern Studies and an M.A. in International Development from The George Washington University in Washington D.C., as well as an M.A. in Economics from the University of Toronto.

Larry Fondren
President/CEO
DelphX Capital Markets Inc.

Larry Fondren is a respected veteran of the insurance and securities industries, where he has worked to develop and promote efficient and equitable markets. He has served the insurance industry in capacities ranging from agent to senior officer and shareholder of domestic and international insurance and reinsurance companies. In the securities industry he developed the first SEC-regulated electronic market for trading corporate and municipal bonds and other credit instruments. More available at: https://en.wikipedia.org/wiki/Larry_Fondren

In 1990s Mr. Fondren launched the first Internet-based facility for single-price auctions of new asset-backed securities. He also developed a secure global network through which corporate buyers and sellers could anonymously outline their business interests, and receive mutual notifications as potentially complementary interests are entered by counterparties meeting their respective matching requirements.

Mr. Fondren has testified before Congress and other regulatory bodies regarding the need for greater transparency and access to order, pricing and transaction information in the U.S. capital markets. He is the inventor of a variety of inventions relating to insurance, market price discovery, risk mitigation, smart contracts, securities and other financial products and processes.

Lee Bartholomew
Head of Derivatives Product R&D Fixed Income
Eurex

Lee Bartholomew was appointed Head of Derivatives Product R&D Fixed Income in December 2016.

He is responsible for developing the existing portfolio of products and the evaluation as well as implementation of new products and services within FIC. He is responsible for leading the next phase of product innovation by building and managing Eurex product FIC research and development business.

Prior to joining Deutsche Börse, Lee was responsible for building out the flow structured rates trading business at Royal Bank of Canada. Before RBC, he was at Lloyds Banking Group where he held a number of senior trading positions within its Global Derivatives Trading business, responsible for market making GBP, EUR and USD vanilla and exotic interest rate derivatives to its clients.

Lee Bartholomew holds a Bachelor of Business and Economics degree from the University of Lancaster.
Philip Simons
Global Head of Fixed Income Derivatives Sales & Business Development
Eurex

Philip Simons has 30 years experience in the financial industry where he started life as a swaps trader before moving in to the clearing world, initially heading up the clearing business at UBS followed by Cargill. Philip later moved into the custody and collateral management space at J.P.Morgan before joining Deutsche Börse Group.

Philip initially joined as head of the Clearing Sales and Relationship Management Section and is now Global Head of Fixed Income Derivatives Sales & Business Development for the Trading & Clearing of both listed and OTC products. This covers the Eurex Exchange and the Eurex Clearing House. Philip is responsible for building strong relationships with clients, attracting new trading and clearing members as well as the development and promotion of new products and services.

Matthias Graulich
Head of Cross Market Strategy Deutsche Börse AG and Member of the Executive Board
Eurex Clearing AG

Matthias took responsibility for Cross Market Strategy for Deutsche Börse AG in March 2016 and is a Member of the Executive Board of Eurex Clearing AG since August 2014. In his Cross Market Strategy function he is in charge of strategy for Eurex Clearing and Clearstream. From April 2013 until February 2016 he established and developed as Chief Client Officer and Global Head of Clients & Markets a dedicated client facing organizational unit of Eurex Clearing. Before that he took responsibility as Head of Clearing Initiatives for the implementation of Eurex Clearing’s strategic project portfolio and regulatory affairs. Since joining the Deutsche Börse Group in 2001, he has held a number of leadership and project management positions at Deutsche Börse and Eurex for various strategic projects, amongst others, the introduction of EurexOTC Clear as well as the merger and integration of the International Securities Exchange. Matthias holds a Master of Business Administration degree from the Fuqua School of Business at Duke University in North Carolina.

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