2017 Speakers

Speakers

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Alessio de Longis

Vice President, Portfolio Manager and Macro Strategist

OPPENHEIMER FUNDS

Alessio de Longis, CFA, is a Portfolio Manager for the Global Multi-Asset Group (GMAG) at OppenheimerFunds.
Alessio leads GMAG's macro strategy focusing on business cycle dynamics, global macro regimes, and their impact on asset class risks and returns.
In addition, Alessio manages and oversees active currency strategies in GMAG's funds.
Between 2004 and 2013, Alessio was a member of the Global Debt team where he served as Portfolio Manager and Quantitative FX Strategist.
Alessio holds a B.A. in economics and financial markets from University of Rome Tor Vergata and an MSc in financial economics and econometrics from University of Essex. Additionally, he is a CFA® charter holder.

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Andrew Feltus

Senior Vice President and Head of High Yield

PIONEER INVESTMENTS

Andrew Feltus is a Senior Vice President, Portfolio Manager, and Director of
the High Yield and Bank Loan team based in Boston. In addition to his role as a Portfolio Manager on U.S. high yield, global high yield, and multisector portfolios Andrew leads a team of portfolio managers who specialize in identifying and capitalizing on high yield, bank loan and foreign currency opportunities globally.
The team also provides insight and recommendations for a number of multisector fixed income strategies managed by the U.S. fixed income team.
Andrew has been actively managing fixed income portfolios since 1994. He has extensive experience managing a wide range of debt securities globally, including emerging markets and foreign exchange. He has experience includes analysing and managing derivatives since 1992. Andrew joined Pioneer as a Fixed Income Analyst and became a Portfolio Manager in 2001. Prior to joining Pioneer, he worked on the bond desk at Massachusetts Financial Services.
He holds a B.A. in quantitative economics and philosophy from Tufts University.
He is a CFA® charterholder.

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Brad Bailey

Research Director, Capital Markets

CELENT

Brad J. Bailey is a Research Director with Celent's Securities and Investments practice, based in the firm's New York office. He is an expert in electronic trading and market structure across asset classes and is a recognized thought leader in emerging front office technology and capital markets fintech.
Brad's research focuses on the evolution of market structure, trading, data analytics, and innovations in trading technology architecture and deployment. His research looks at legacy trading architecture and how firm's best incorporate alternative business and digital models. He has published research on FX, fixed income, cross-asset trading, DLT in the capital markets, exchange technology, and cloud models for deploying trading and data infrastructure. His recent consulting work involves advising clients on key capital market trends, trading platforms in listed and OTC markets, and alternative models for interacting with fragmenting liquidity. He has also advised and performed due diligence for venture and private equity investors.
An authority on capital market fintech, Brad has been widely quoted in the press, including the Wall Street Journal, American Banker, Financial Times, Institutional Investor, Forbes, USA Today, and the New York Post as well as appearing on Bloomberg TV, BBC News, Sirius Radio, and NPR. He is also a frequent speaker at industry conferences and client gatherings globally.
Prior to joining Celent, Brad spent over 20 years in the capital markets in trading, technology systems, product, market structure, strategy, analysis, and consulting at investment banks and broker dealers that include KCG Holdings (cross asset strategy and market structure), Aite Group (consultant and analyst in electronic and algo trading), RBC Carlin (quantitative equity trader), Citigroup (interest rate futures and listed derivative futures trading and sales) and ICAP (brokerage of credit derivatives and asset backed swaps). He also served on the boards of markets technology start-ups and the Equiduct exchange based in Brussels. He began his career as a software engineer in Tokyo. Additionally, he has worked in China, France and Spain.
Brad holds an MSc from University of Colorado in Boulder, and a BS in mechanical & aerospace engineering from Rutgers University. He is fluent in French, Spanish, and can speak German, and has a working knowledge of Chinese and Japanese. Outside of work, he has taught skiing to Special Olympic Athletes and sailed across the Atlantic Ocean on a 13 meter ketch.

 

 

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Christopher Burke

Attorney and co-lead counsel in In Re Foreign Exchange Benchmark Antitrust Litigation

SCOTT+SCOTT

CHRISTOPHER M. BURKE chairs Scott+Scott's competition practice and sets the Firm's litigation standards. Mr. Burke's principal practice is in complex antitrust litigation, particularly in the financial services industry and he has served as lead counsel in some of the world's largest financial services antitrust matters. He currently sits as a partner in the firm's San Diego and New York offices.
Currently, Mr. Burke is co-lead counsel in In Re Foreign Exchange Benchmark Rates Antitrust Litigation, 13-cv-7789 (S.D.N.Y.) ($2 billion settlement); Alaska Electrical Pension Fund v. Bank of America Corporation, 14-cv-7126 (S.D.N.Y) (ISDAfix litigation) ($325 million settlement); and Axiom Investment Advisors, LLC, by and through its Trustee, Gildor Management LLC v. Barclays Bank PLC, 15-cv-09323 (S.D.N.Y.) ($50 million settlement).
Mr. Burke served as co-lead counsel in Dahl v. Bain Capital Partners, 07-cv-12388 (D. Mass.) ($590.5 million settlement); In re Currency Conversion Antitrust Litigation, MDL No. 1409 (S.D.N.Y.) ($336 million settlement); In re Payment Card Interchange Fee & Merchant Discount Antitrust Litigation, MDL No. 1720 (E.D.N.Y.); LiPuma v. American Express Co., Case No. 1:04-cv-20314 (S.D. Fla.) ($90 million settlement); and was one of the trial counsel in Schwartz v. Visa, Case No. 822505-4 (Alameda Cty. Super. Ct.) ($780 million plaintiff's judgment after six months of trial); and In re Disposable Contact Lens Antitrust Litigation, MDL No. 1030 (M.D. Fla.). Mr. Burke was one of the original lawyers in the Wholesale Elec. Antitrust cases in California, which settled for over $1 billion.
Further, Mr. Burke was trial counsel in Ross v. Bank of America N.A., No. 05-cv-7116, MDL No. 1409 (S.D.N.Y.) and Ross v. American Express Co., No. 04-cv-5723, MDL No. 1409 (S.D.N.Y.). He was also co-lead counsel for indirect purchasers in In re Korean Air Lines Co., Ltd. Antitrust Litigation, MDL No. 1891 (C.D. Cal.) ($86 million settlement), and In re Prudential Ins. Co. of America SGLI/VGLI Contract Litigation, No. 11-md-2208 (D. Mass.) ($40 million settlement). Mr. Burke also organized and filed the first of the In re Credit Default Swap Antitrust Litigation, 13-md-2476 (S.D.N.Y.), matters.
Mr. Burke frequently lectures at professional conferences and CLEs on competition matters, including litigation surrounding financial benchmarks, class-barring arbitration clauses, the effects of Twombly in 12(b)(6) motions, and the increasing use of experts at class certification and trial. In 2014, he was recognized for his exemplary work in the Dahl v. Bain Capital Partners matter by the American Antitrust Institute and has regularly been designated as a Super Lawyer by Thomson Reuters.
Mr. Burke is a graduate of The Ohio State University (B.A. 1984), William & Mary (M.A. 1988), and the University of Wisconsin (M.A. 1989; J.D. 1993; Ph.D. 1996). He has also served as an Assistant Attorney General at the Wisconsin Department of Justice and has lectured on law-related topics, including constitutional law, law and politics, and civil rights at the State University of New York at Buffalo and at the University of Wisconsin. Mr. Burke's book, The Appearance of Equality: Racial Gerrymandering, Redistricting, and the Supreme Court (Greenwood, 1999), examines conflicts over voting rights and political representation within the competing rhetoric of communitarian and liberal strategies of justification.
Mr. Burke is admitted to practice by the Supreme Courts of the States of California, New York, and Wisconsin, and numerous United States District Courts and Courts of Appeal.

 

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David Mercer

Chief Executive

Lmax Exchange

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David Puth

Chairman

MARKET PARTICIPANTS GROUP

David Puth joined CLS as CEO in August 2012 and is a member of the Board of CLS Group Holdings.
In addition to his role at CLS, Mr. Puth chairs the Market Participants Group, established to work with the Bank for International Settlements (BIS) Foreign Exchange Working Group (FXWG) in strengthening code of conduct standards and principles in foreign exchange markets.
Mr. Puth's career spans more than three decades in financial markets, including 19 years at J.P. Morgan where he served in a variety of senior global leadership roles with oversight of the bank's FX, interest rate derivatives, commodities and emerging markets businesses. He also served as a member of JPMorgan Chase's Executive Committee. After leaving J.P. Morgan in 2007, he founded The Eriska Group, a New York‐based risk management consulting organization. From 2008 through 2011, Mr. Puth worked at State Street, where he was head of Global Markets responsible for sales, trading and investment research across multiple asset classes, including FX, and for Currenex, the firm's electronic FX brokerage business. Mr. Puth was also a member of the Foreign Exchange Committee of the Federal Reserve Bank of New York, which he chaired from 1999 to 2002, and has served on the board of directors of both CME Group and ICAP. In addition, he is a member of the Bank of England's Foreign Exchange Joint Standing Committee, and the Office of Financial Research's Financial Research Advisory Committee.
Outside of the industry, Mr. Puth serves on a number of boards in support of education and the arts, including the Institute for Global Leadership at Tufts University and the Institute for Contemporary Art in Boston. He is also a longstanding board member of the Robin Hood Foundation in New York.

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Eric Stein

Co-Director of Global Income

CFA

Eric Stein is a vice president of Eaton Vance Management, co-director of global income and portfolio manager in Eaton Vance's global income group. He is responsible for leading the 45-person global income team, as well as for buy and sell decisions, portfolio construction and risk management for the firm's global income strategies. He focuses on Asia, Western Europe and the Dollar Bloc. He also covers the policies and actions of the Federal Reserve and the U.S. Treasury. He originally joined Eaton Vance in 2002 and rejoined the company in 2008.

Eric previously worked on the Markets Desk of the Federal Reserve Bank of New York. He has additional experience at Citigroup Alternative Investments.
Eric earned a B.S., cum laude, from Boston University and an MBA, with honors, from the University of Chicago Booth School of Business. He is a term member of the Council on Foreign Relations. He is also a CFA charterholder and a member of the Boston Committee on Foreign Relations, Boston Economic Club, Business Associates Club, Enterprise Club, AEI Boston Council and Boston Security Analysts Society. Eric is on the board of overseers of Big Brothers Big Sisters of Massachusetts Bay. He also serves as a board member and member of the investment committee of the Boston Civic Symphony.
Eric's commentary has appeared in The New York Times, The Wall Street Journal, Barron's, Financial Times, The Washington Post, Bloomberg, Dow Jones, Reuters, Kiplinger's and The Christian Science Monitor. He has been featured on CNBC, Fox News, Fox Business News, PBS, Bloomberg Radio and Bloomberg TV.

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Gary Schlossberg

Senior Economist

WELLS CAPITAL MANAGEMENT

Mr. Schlossberg analyzes the economic, financial and investment environment for Wells Capital Management-a fee-based, institutional money manager with over $340 billion in assets under management---and for other investment and banking groups within Wells Fargo & Co. He participates regularly in meetings with the organization's customers and internal professionals, and is a member of Wells Capital's Investment Policy and Liquidity Management strategy committees. Prior to joining Wells Fargo in 1974, Mr. Schlossberg worked as a researcher at the U.S. Treasury and Federal Reserve Board covering international economic conditions. He did his graduate work at Pennsylvania State University and is a native of New York.

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Guy Kershberg

Vice President

BATTEA FX GROUP, LLC

Guy Kershberg has over 30 years' experience in the Foreign Exchange marketplace. Guy previously was the head of FX trading, Treasury Manager, at both Banque Indosuez and Credit Commercial de France. He held currency trader positions with First Chicago International and Société Générale. Guy holds an MBA from the University of Hartford, Bachelor's degree from Central Connecticut State University and Series 6, 7 & 63 licences.

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James Ong

Senior Macro Strategist and Derivative Portfolio Manager

INVESCO

James Ong is a Senior Macro Strategist and a Derivative Portfolio Manager for Invesco Fixed Income (IFI). Mr. Ong contributes economic and market analysis to the Macro Research platform. Mr. Ong leads IFI derivative strategy and oversees derivatives held in IFI portfolios.
Mr. Ong began his investment career in 2001. Prior to joining Invesco in 2014, he was a senior vice president, a senior portfolio manager and a senior trader at Hartford Investment Management Company.
Mr. Ong earned his BA degree in economics from Middlebury College. He is a CFA charterholder.

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Keith Collier

Investment Strategist

BNY INVESTMENT STRATEGY AND SOLUTIONS GROUP

Keith is Investment Strategist for the Investment Strategy & Solutions Group (ISSG) of BNY Mellon Investment Management. He specializes in quantitative and regime-based approaches to multi-asset portfolio strategy, covering equity, rates, credit, commodities and FX. The BNY Mellon ISSG designs and manages bespoke multi-asset & multi-manager portfolios and fund products on behalf of institutional clients.

Prior to joining BNY Mellon, Keith was a Portfolio Manager at Disciplined Alpha LLC, a Boston-based alternative investment firm. During that time, Keith developed a regime-based multi-asset liquid alternative strategy for ETF portfolios. Previously he served as a Quantitative Analyst at Legg Mason's quantitative affiliate, Batterymarch Financial Management, where he focused on tactical asset allocation and US equities. While at Batterymarch, he worked in the office of the Chief Investment Officer and created the firm's first tactical multi-asset ETF strategy. Prior to business school, he held management roles in real estate development and acquisition at Toll Brothers, Inc. Keith began his career at General Electric Corporation as a member of the Technical Sales Leadership Program.

Keith holds a Master of Business Administration degree from Cornell University and also holds the Chartered Financial Analyst designation. He earned a bachelor's and master's degree in Architectural Engineering from the Pennsylvania State University, and is a graduate of the Schreyer Honors College. He is a member of the Boston Security Analysts Society (BSAS), the CFA Institute, and the Boston Map Society.

 

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Kevin Kimmel

Global Head of eFX

CITADEL SECURITIES

Kevin Kimmel manages the FX business at Citadel Securities. Prior to this role, he led the firm's Equities client algo business.
Before joining Citadel Securities, Kevin worked on cross asset strategy at J.P. Morgan with a focus on building out the firm's electronic trading capabilities. In this position he worked with the firm's leaders to invest in technology, further build quantitative capabilities, grow electronic market share, and operated the global cross asset Electronic Trading Committee. Previously, he worked at Intercontinental Exchange, Tradeweb and Lehman Brothers.
He has a Bachelor's degree from Washington and Lee University and a Masters of Business Administration from Columbia Business School.

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Kristjan Kasikov

Global Head of FX Quantitative Investor Solutions

CITI

Kristjan Kasikov is the Global Head of Citi's FX Quantitative Investor Solutions team in London, focussing on the creation of systematic currency trading strategies, passive and active currency hedging solutions and quantitative strategy tools and indicators. Kristjan has contributed to publications on currency hedging, market impact of data surprises, diversification and the carry trade in the Journal of Quantitative Finance, the Hedge Fund Journal and the Wiley Handbook of Exchange Rates. Citi's widely followed Economic Surprise Indices, developed more than a decade ago, are among his best known work. Kristjan holds an MSc Economics degree from the London School of Economics and Political Science and worked previously as a Currency Strategist at Crédit Agricole Corporate and Investment Bank.

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Lara Lyberg

Business Strategist, Blockchain, Lab of Forward Thinking (LOFT)

MANULIFE/ JOHN HANCOCK

Lara focuses on the overall product roadmap, long- and short-term strategy and direction for blockchain technology within Manulife / John Hancock's investment and insurance businesses globally. Previously, she was a Client Relationship Manager for clean energy investments at Seamans Capital Management, LLC. Lara was also previously an Equity Product Manager for State Street Global Markets, LLC focusing on S&P 500 and retail 401(k) clients. She is a Candidate for the CFA Level 3 exam and is currently pursuing a MBA and M.S. in Finance Dual Degree at Boston College Carroll School of Management. Lara holds a B.S. in Business Administration from Boston University Questrom School of Business.

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Michael Miranda

Chief Investment Officer

MESIROW FINANCIAL CURRENCY MANAGEMENT

With over 15 years' experience, Michael is responsible for the overall investment management process, designing and applying custom investment management strategies to currency portfolios, providing clients with currency portfolio solutions and strategic advice, and analyzing and structuring prospective investments. Prior to joining the firm, Michael was Vice President and Portfolio Manager at Calamos Investments, and Senior Portfolio Manager at Northern Trust. Michael completed his MBA, with honors, at the University of Chicago Booth School of Business, with concentrations in Finance, Economics, International Business and Accounting. He received a BA in Economics and Music Performance from Northwestern University. Michael is also a CFA charterholder.

 

 

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Nigel Sillis

Director of Research

BARINGS

Nigel is the Director of Research and Scenario Team Head for Barings' multi-strategy fixed income group and is based in London. He leads and coordinates the group's macro-economic research, and market and currency forecasting work, supporting Investment Managers across diverse Global fixed income strategies. Nigel joined Barings in 2000 and, prior to being appointed to his current position, undertook various fixed income roles including Head of Credit Research and Investment Manager. He previously worked at NatWest Bank where he spent seven years working in Credit Appraisal, Financial Analysis and Credit Rating Analysis within the Corporate Finance division. Nigel is a graduate of the University of Manchester Institute of Science and Technology (First Class Hons in Financial Services) and is an associate member of the Chartered Institute of Bankers and of the Association of Corporate Treasurers. He was awarded the CFA designation in 2002.

 

 

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Paresh Upadhyaya

Director of Currency Strategy

PIONEER INVESTMENTS

Paresh Upadhyaya is Senior Vice President and Portfolio Manager of Pioneer
Global Multisector Income Fund. He also leads Pioneer Investments' currency research effort out of Boston and serves as an advisor to the firm's global fixed income and equity investment staff on currency-related issues. In addition, he helps lead sovereign credit analysis and advises the investment team on sovereign bond investments.
Paresh joined Pioneer from Bank of America Merrill Lynch, where he was
Director, Senior FX Strategist - Head of North Americas G-10 FX. Prior to BofA Merrill Lynch, he was a Portfolio Manager and member of the currency team at Putnam Investments, where he participated in actively managing $20 billion in currency investments in currency overlay, fixed income, global asset allocation, and international equity portfolios.
Paresh holds a B.S. in Economics and International Relations from Boston University and an M.B.A. in Finance from Boston College.

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Rich Clarida

Managing Director and Global Strategic Advisor

PIMCO

Dr. Clarida is a managing director in the New York office and PIMCO's global strategic advisor. In this capacity he leads PIMCO's annual Secular Forum process and works closely with the Investment Committee to assess and analyze global monetary and fiscal policy trends. Since joining the firm in 2006, he has worked extensively with and served as a trusted adviser to the firm's many central bank and sovereign wealth fund clients. Prior to joining PIMCO, he gained extensive experience in Washington as assistant Treasury secretary, in academia as chairman of the economics department at Columbia University, and in the financial markets at Credit Suisse and Grossman Asset Management. He has 18 years of investment experience and holds a Ph.D. in economics from Harvard University. He received his undergraduate degree with Bronze Tablet Honors from the University of Illinois.

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Roque Castro

Head of Product and Business Development

ELYSIUM TECHNOLOGY GROUP

Roque Castro is Global Head of Sales and Product Development for Elysium Technology Group. An experienced FX veteran, his strength is helping to conceive and bring to market Elysium's next generation of services and software applications.
Roque serves on the ACI America Technology Committee, as well as, a number of Foreign Exchange industry-working groups. Prior to joining Elysium, Castro was a Vice President of FX Sales at Goldman Sachs, Director of FX Prime Brokerage Sales at UBS Investment Bank, and Associate Director at UBS O'Connor. He earned his Bachelor of Arts degree from Virginia Tech.
He enjoys spending time with his wife and four children on their farm in Virginia, volunteers with local organizations, is an avid motorcyclist, aspiring furniture designer and little league baseball coach.

 

 

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Ryan Stever

Director of Quantitative Global Macro Research

ACADIAN ASSET MANAGEMENT

Ryan D. Stever, Ph.D. - Senior Vice President, Director, Quantitative Global Macro Research. Ryan joined Acadian in 2007 and is Director of Quantitative Global Macro Research where he leads Acadian's top-down research efforts, working closely with Acadian's bottom-up research team. Before joining Acadian, he was a financial economist at the Bank for International Settlements in Switzerland, and prior to that, did consulting work at Financial Crossing, Charles Schwab & Co., and Barclays Global Investors. Ryan also previously conducted research analysis at the Federal Reserve Bank of San Francisco. He earned his Ph.D. in finance from the University of California at Berkeley and holds a B.A. in economics and mathematics from Vassar College.

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Sarah Biller

Founder & CEO

FinTech Sandbox


Sarah Biller is very active in the FinTech community. Sarah is the co-Founder of the FinTech Sandbox and currently sits on its Board of Directors. She is also an Entrepreneur, Advisor, Investor and teaches a graduate level course on the evolution of Financial Technology at Brandeis University.

Sarah was also most recently the Head of Innovation Ventures at State Street Bank's Global Exchange division and its Chief Operating Officer for Innovation. Prior to joining State Street, Sarah has been a Principal in the launch of several successful venture-backed start-ups in the FinTech and Life Sciences sectors. Most recently she was the Co-Founder and President of Capital Market Exchange (CMX), a venture-backed predictive analytics platform utilizing investor sentiment to help bond investors anticipate near-term changes in spreads.

Sarah has also held roles at Fidelity Investments; worked on MCI's corporate venture team; and launched and led research divisions for Fortune 500 CFO's and treasurers at the Corporate Executive Board. Ms. Biller studied Finance at West Virginia University and George Washington University.

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Simona Mocuta

Deputy Chief Economist

STATE STREET GLOBAL ADVISORS

Simona Mocuta has over 17 years of experience in the field of macroeconomics. In her current role as senior economist with State Street Global Advisors in Boston, she tracks and analyses economic developments in G7 economies and key emerging markets. She contributes to the development of the house views on global economic trends and regularly presents these to internal and external clients. Previously, Simona led the Asia-Pacific macroeconomic practice at IHS Global Insight, a global provider of economic, industry, and country risk analytics. She holds a MA from Suffolk University in Boston and a BSc from West University in Romania.

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Steven Englander

Head of Research and Strategy

RAFIKI CAPITAL MANAGEMENT

Steven leads the Research and Strategy effort at Rafiki Capital. Rafiki invests based on global macro themes over a medium time horizon with emphasis on the increasing importance of Asia on global asset prices. The Rafiki team's deep understanding of cross asset and cross market investment flows and derivatives, as well as their strong relationships with policymakers and industry players, differentiates them from more traditional US/EU and Rates/FX focused (and sometimes crowded) global macro strategies. Their intention is to have a more balanced asset class mix with a greater bias towards equity exposures and also derivatives for risk management than a typical global macro fund.

Before joining Rafiki Capital Management in June 2017, Steven was the Head of G10 FX Strategy at CITI for 7 years.

 

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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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Vincent Reinhart

Chief Economist

STANDISH MELLON ASSET MANAGEMENT

Vincent Reinhart is the Chief Economist at Standish Mellon Asset Management Company, the fixed income specialist for BNY Mellon Investment Management. In this capacity, he coordinates research on both developed and emerging market economies, presents the firm's view on global economic developments, and contributes in the discussion of investment strategies. Prior to joining Standish, he was Chief US Economist and managing director at Morgan Stanley and a resident scholar at the American Enterprise Institute. Mr. Reinhart worked at the Federal Reserve for twenty-four years, most recently as Director of the Division of Monetary and Secretary and Economist of the Federal Open Market Committee. Those responsibilities included directing research and analysis of monetary policy strategies, providing policy advice, and drafting FOMC communications. He has written numerous academic papers on a variety of topics, including the conduct of unconventional monetary policy, debt and growth, and the management of international capital flows. After an undergraduate training at Fordham University, he received graduate degrees in economics at Columbia University.