Thank you to everyone that attended FX Invest North America. See you again next year!

*Please note agenda, speakers, sponsors and venue are based on 2017's conference and are subject to change*

2017 Program

8.20

Registration and breakfast

8.50

FX WEEK welcome address: Eva Szalay, Editor, FX WEEK

THEME 1

Pricing politics- A changing world and market

9.00

KEYNOTE ADDRESS: The outlook for USD in 2017 and beyond

  • Prospects for economic outlook, fiscal and trade policy under the President Trump administration, short-term reactions and how this will play out in the next 6-12 months
  • Investment implications
  • Where are we in the Dollar cycle?  
  • Impending FED rate hikes- how will the USD trade in 2017 if the FED hike and no one else does?

Rich Clarida, Managing Director and Global Strategic Advisor, PIMCO

9.30

CHIEF ECONOMIST PANEL DISCUSSION: The end of the EU experiment? Keeping up with across the pond

  • Brexit in the context of how it relates to the European mainland- will further fragmentation follow and what does this mean for GBP and EUR?
  • How much of the uncertainty surrounding Brexit has already been priced-in in the value of sterling? Have markets overpriced structural vulnerabilities or under-priced cyclical strengthening?
  • Pricing in politics- Best practise for managing risks and exposure in the context of an increasingly volatile market

Moderated by Collin Crownover, Head of Currency Management and FICC Research, STATE STREET GLOBAL ADVISORS
Vincent Reinhart, Chief Economist, STANDISH MELLON ASSET MANAGEMENT
Gary Schlossberg, Senior Economist, WELLS CAPITAL MANAGEMENT
Nigel Sillis, Director of Research, BARINGS

10.10

PANEL DISCUSSION: "Liquidity is relatively high, except when it's not" - Do the buy side have legitimate grounds for concern?

  • Recycling vs warehousing- What type of liquidity fills the gap when the banks withdraw and how can the buy side better differentiate between NBLPs?
  • How can we have better transparency so that the buy side can address best execution and select the right liquidity provider?
  • How will the newly heavily automated market respond to a market with high rates? Will liquidity holes become more common?
  • The unbundling of credit and execution- the rise of clearing and its impact on liquidity
  • How have the buy side dealt with difficulties accessing credit? Will central clearing enter the FX space in the next few years?

Moderated by Eva Szalay, Editor, FX WEEK
Kevin Kimmel, Global Head of eFX, CITADEL SECURITIES
David Mercer, CEO, LMAX EXCHANGE
Dmitri Galinov, CEO, FASTMATCH

10.50

Morning break

THEME 2

Structural change and the new normal

11.20

 

PRESENTATION: Global FX & Derivatives Antitrust Litigations: North America versus Europe

Guy Kershberg, Vice President, Battea FX Group, LLC

James Donahue, Vice President, Battea FX Group, LLC

11.50

Q+A: Preparing for the second and final phase- Adhering to the Code of Conduct

  • Guidance for successfully implementing the principles of the code and recognising which elements are applicable to your firm
  • How much can actually be achieved through principles-based regulation or do we need rules to create order?
  • In what ways will adherence be monitored? Best practice for implementing successful surveillance systems and introducing better conduct training
  • Given that the market is no longer insular, what more can be done to help firms measure their practices against their peers and share such experiences on a global scale?

In conversation with David Puth, Chairman, MARKET PARTICIPANTS GROUP
Interview led by Eva Szalay, Editor, FX WEEK

12.20

PANEL DISCUSSION: Adapting to a heavily automated market- advancements in eFX trading

  • With the number of FX volumes executed through algos on the increase, how can the buy-side gain more transparency around their pre-trade, execution and post-trade performance?
  • In what way can the due diligence surrounding customers understanding of TCA and the data that makes up TCA be improved?
  • Taking a quantitative approach, how can big data work for asset managers?
  • Guidance for juggling the lack of common standards, transparency and regulatory requirements- what the buy side must bear in mind when selecting the right venue

Moderated by Brad Bailey, Research Director, Capital Markets, CELENT, a division of OLIVER WYMAN
Phillip Weisberg, Former Global Head of FX, Rates and Credit at Thomson Reuters, INDEPENDENT CONSULTANT
Alex Dunegan, CEO and Founder, LUMINT CORPORATION
Michael O'Brien, Director of Global Trading, EATON VANCE

 1.00

Lunch and networking opportunity

THEME 3

Cyclical macro trends and investment opportunities going forward

1.50

 

PRESENTATION: Reserve currency battle- Evaluating the rise of the CNY and its impact on USD supremacy in a Trump world?

  • To what extent was the SDR recognition of the RMB the high mark of RMB internationalization? Is the renminbi slipping into reverse and what factors have caused this trend?
  • Is the US dominance as a reserve currency coming to an end?
  • When is the balance of power likely to shift in China's favour? Or on the contrary, will China suffer under Trump?

Eric Stein, Co-Director of Global Fixed Income, Portfolio Manager, EATON VANCE

2.20

CIO PANEL DISCUSSION: The good, the bad and the ugly- A round up of G10 and EM opportunities and those that were missed in the past twelve months- key lessons to remember going forward

  • To what extent have Central Banks maxed out? Will the USA pick that burden up?
  • With fiscal and monetary policies now differing from country to country and thus the return of volatility to the market, what does the likelihood of drastic macro changes mean for market sentiment and behavior?
  • Best practice for managing exposure

Moderated by Laura Matthews, Reporter, FX WEEK
Ulf J. Lindahl, Chief Executive Officer and Chief Investment Officer, A.G. BISSET ASSOCIATES
Michael Miranda, Chief Investment Officer, MESIROW FINANCIAL CURRENCY MANAGEMENT
Keith Collier, Investment Strategist, BNY INVESTMENT STRATEGY AND SOLUTIONS GROUP
James Ong, Senior Macro Strategist and Derivative Portfolio Manager, INVESCO

3.00

PANEL DISCUSSION: Exploiting the changing composition and non-uniformed nature of EM 

  • In a world where interest rates are close to zero or negative in developed markets, what opportunities can be found in emerging markets at present?
  • How do you offset EM currency risk? Is there an appropriate strategic hedge ratio?
  • What does the Trump administration mean for emerging markets and which, if any, will suffer?

Moderated by Rick Harper, Head of Fixed Income and Currency, WISDOM TREE ASSET MANAGEMENT
Ryan Stever, Director of Quantitative Global Macro Research, ACADIAN ASSET MANAGEMENT
Alessio de Longis, Vice President, Portfolio Manager and Macro Strategist, OPPENHEIMER FUNDS
Andrew Feltus, Senior Vice President and Head of High Yield, PIONEER INVESTMENTS
Aaron Hurd, Head of Currency Strategy, STATE STREET GLOBAL ADVISORS

 3.40

Afternoon break

Theme 4

Disruption in the FX market

 4.00

NEW MARKET COMMENTARY: Trading around Economic Releases

  • Mapping economic surprises - which releases produce the biggest impacts on currencies and why?
  • How quickly do exchange rates absorb the impact of data surprises?
  • Combining data surprises into an aggregate Economic Surprise Index
  • How can Economic Data Change Indices help to gauge economic momentum and identify drivers of surprises (data vs biased expectations)
  • Extracting medium-term FX trading signals from economic surprises and data momentum

Kristjan Kasikov, Global Head of FX Quantitative Investor Solutions, CITI

 4.45

THE FINTECH LAB: Do fintech firms really understand the buy side's problems?

  • What do the latest innovations in fintech really mean for the FX industry and how quickly will they be rolled out throughout the industry?
  • Join 3 of the most promising start ups as they reveal whether the latest technologies in FX and trading really can help to better your FX capabilities and strategies going forward

Moderated by Lisa Seim, Principal, STRATEGIC EXCHANGES INNOVATIVE MARKETS
Lara Lyberg, Business Strategist, Blockchain, Lab of Forward Thinking (LOFT), MANULIFE/ JOHN HANCOCK
Roque Castro, Head of Product and Business Development, ELYSIUM TECHNOLOGY GROUP
Sarah Biller, Board Member, FINTECH SANDBOX and Former Chief Operating Officer for Innovation, STATE STREET

5.15

Chair's closing remarks: Eva Szalay, Editor, FX WEEK

5.20

Drinks reception

 

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