Agenda

Intelligent Trading Summit:
Bringing together the trading technology community.

#TradingSummitNYC

  • Trading Technology
  • Trading Infrastructure
  • Electronic Execution
  • Analytics
  • Machine Learning, AI and Predictive Analytics
  • Deep Learning
  • Regulation
  • Cloud
  • Low Latency

Intelligent Trading Summit (ITS) New York City Agenda - 8th June 2017

8.00

Registration and Networking over Coffee

8.50

Chair’s Opening Address: Andrew Delaney, Chief Content Officer, A Team Group

9:00

OPENING KEYNOTE INTERVIEW: A vision for Electronic Trading in 2017 and beyond 
Robert Shapiro, Former Global Head of Trading, Bloomberg Tradebook / COO Global Trading, Morgan Stanley Investment Management 


Robert Shapiro is an experienced Chief Risk Officer and Head of Trading  across both sell side and buy side firms.  Rob was the COO of Global Trading at Morgan Stanley Investment Management where he oversaw trade optimization products and strategies, such as trading technology, trade analytics, execution strategy and performance measurement tools.  More recently, he joined Bloomberg Tradebook, holding roles including Global Head of Trading and Execution Consulting, Chief Risk Officer and Chief of Staff.   He is an expert at enhancing operational performance, managing complex projects, leading large diverse teams and providing solutions to complicated problems by leveraging technology, data and analytics.

9.30

KEYNOTE PANEL: Managing change and disruption: Trading in the new normal environment

Our panel of experts will share insight and predictions on what business as usual looks like in a post Brexit, post Trump world:

  • Volatility is set to persist - What strategies can firms use to respond and react to the changing geopolitical landscape?
  • How are firms dealing with market structure issues: (IEX speed bumps, SEFs, MiFID II venues)?
  • Where are you investing your technology budget to improve business performance in trading?
  • Which regulations are proving most challenging: How ready are you for MIFID II and FRTB?
  • From art to science: To what extent will the automation trend impact trading?
  • Attracting, training and retaining top technology talent

Moderated by: Andrew Delaney, Chief Content Officer, A-Team Group 
Andrew Keane,
Global Head - Listed Derivatives Algo Trading Citigroup Futures & OTC Clearing, Citi 
David Winig,
Managing Director, Head of Market Data Services and Electronic Trading Infrastructure, JPMorgan Chase 
Bill Harts, CEO, Modern Markets Initiative 
Haim Bodek,
Managing Principal, Area 11 Research, LLC

10.10

PRESENTATION: Symphony: The platform that powers work

  • Symphony is the cloud-based messaging and collaboration platform that connects markets, organizations and individuals, securely.
  • Backed by a consortium of 15 of the world's leading financial institutions, Symphony eliminates inefficient workflows within its growing network to boost productivity in information-driven businesses. 

Lawrence Miller, EVP of Global Technology, Symphony

10.40

Networking and Refreshment Break

11.10

PANEL: Electronic execution infrastructures – optimizing performance and reducing complexity and costs

  • What are the considerations for designing effective and competitive platforms? What is driving requirements - business, regulations?
  • Working with 3rd parties and managed services – what should you outsource, what should you build in-house?
  • How can firms leverage investments in regulatory compliance projects  to improve infrastructures and drive better investment to benefit the business?
  • The evolution of EMS and OMS platforms to help drive smarter trading 
  • How are firms leveraging disruptive technologies like big data, open source and cloud to help manage costs?

Moderated by: Eric Karpman, Senior Independent Trading Technology Expert 
Saurabh Srivastava, Senior Vice President, Electronic Trading, Jefferies
Paul Greenberg,
Vice President, Infrastructure Architecture, BNY Mellon 
Donal Byrne, CEO, Corvil 
David Polen,
Global Head - Electronic Execution, Fidessa

11.50

PANEL: Optimizing fast market data using high performance technologies 

  • How are firms leveraging high performance database technologies like hardware acceleration and in-memory databases to seek out liquidity and optimize execution quality?
  • How do functions such as execution, transaction cost analysis, market surveillance & algo back testing impact market data system latency?
  • What investments should you make in real time analytics to enhance trading performance?

Moderated by: Barry Raskin, Managing Director, Jordan & Jordan 
Maria Belianina, Director of Global Pre-Sales Engineering and Professional Services, OneMarketData 
Ted Hruzd,
Associate Director/Senior Information Architect, RBC Capital Markets
Lonergan Harrington,
Director, Electronic Trading Architecture, Fidelity Investments 
Emilio Mercado,
Principle, ViableMkts LLC
 

12.30

PRE-LUNCH KEYNOTE: Machine-time analytics for trading in a machine world
Donal Byrne, CEO, Corvil

Machine-time analytics is the ability to analyse the actions and decision of machines at the timescale and granularity with which they act. Machine-time analytics requires accurate timestamping of all data to be able to make sense of the order of events, and to correctly identify root cause. This new type of analytics is essential for orderly operation of any electronic trading business to assure trade transaction transparency, execution outcome and accurate detection of potential market abuse. In Europe, the new MiFID II regulations require machine-time analytics for transaction capture, record keeping and forensics to meet the upcoming rules. This talk will introduce the topic of machine-time analytics applied to the modern trading business and explore the underlying technologies, benefits and challenges.
 

 

13.00

Networking Lunch in Exhibition Area

14.00

PANEL: Are you ready for MiFID II? Achieving cost effective regulatory compliance

  • Understanding the scope of MiFID II and how you maybe impacted directly and indirectly
  • Impact of the systematic internaliser regime
  • Unbundling and commission sharing arrangements: what are the technology implications for buy side firms?
  • Meeting best execution and transparency requirements: are your performance management and analytics capabilities fit for purpose?
  • Testing the readiness of your trading platform for MiFID II compliance
  • Understanding transaction reporting obligations

Moderated by: Ken Michelini, Partner, Citihub Consulting 
Dermot Harriss, Senior Vice President - Regulatory Solutions, OneMarketData 
Tom Wheelan,
Head of US Institutional & Derivatives Sales, Instinet 
James Wallin,
SVP Fixed Income, AllianceBernstein 
 

14:40

Introduction to Deep Learning
Elliot will provide an introduction to the family of machine learning techniques called deep learning, where it is best applied and current limitations.
Elliot Noma, Managing Director, Garrett Asset Management

PANEL: Machine learning, AI and predictive analytics for smarter trading

  • To what extent will the machine learning trend impact trading? Which areas are set to experience the most disruption?
  • Applying big data analytics to support trading, risk management and compliance
  • Seeking alpha through new and alternative sources of data; NLP capabilities
  • What will the trading desk of the future look like?

Moderated by: Elliot Noma, Managing Director, Garrett Asset Management
Mark Temple-Raston, Phd,
Founder, Chief Data Officer and Chief Data Scientist, Decision Machine
Matthew Dixon, Ph.d., Co-Founder & Head of Americas,Thalesians
Igor Halperin,
Former Executive Director, Quantitative Research, JPMorgan Chase; Adjunct Professor Financial Machine Learning, NYU Tandon School of Engineering 

15.30

CLOSING KEYNOTE: Why Post-trade matters
David Pearson,
Head of Post-trade, Fidessa
Why post-trade matters - David's presentation will look at the drivers of innovation in buy-side and sell-side operations, and the transformational impact this is having across the business.

16.00

NETWORKING DRINKS AND INTELLIGENT TRADING TECHNOLOGY AWARDS CEREMONY

*Please note: This programme is subject to change.

Attendee Testimonials

I like the fact that each panel had a good mix between practitioners, old world vs technical new world. Very well balanced.

Kee Meng Tan
Head of Electronic Execution Strategy, BNP Paribas

Very good event - All around.

Alex Merriman
Director & Head of Global & European Regulatory Affairs, SIX Securities Services

Really interesting panels. Enjoyed immensely.

Andrew Biggart
Business Development Manager, Australian Securities Exchange

Fantastic event. Unique speakers, fresh approach and lively debate

Ian Salmon
Accedian

I would like to thank you for an excellent event last week. The Intelligent Trading Summit was great. Our booth had some excellent traffic and we made a number of very good, new contacts. The venue was very good and the layout meant that all exhibitors had a good flow of interested attendees. We also attended a number of the Keynote and Panel sessions – all of which were interesting and useful. Congratulations on a really good event. Exhibiting and attending was money well spent

Ian Hillier-Brook
CEO, MCO Europe

It was a pleasure to speak on the panel. The discussion with the audience and my fellow panelists was good and the general feedback and questions were constructive and added to the discussion.

Neil Horlock
Director, Credit Suisse

The Intelligent Trading summit was the best conference I have been to in a long time. It’s difficult to get fresh about some regulatory topics and A- Team did this by delivering well moderated and interesting panels all day with a variety of topics covered in a thought provoking way.

Rachel Przybylski
Head of Markets Data Structure, Saxo Capital Markets

It was an excellent event and it was great to see some familiar faces and meet some new ones! I enjoyed all the sessions I saw: the panellists were excellent and all experts in their fields.

Toby Bryans
Principal Consultant, Finance Practice DataArt

Outstanding event - Well done A Team for a very exciting and well-organised event. Excellent exposure for Redline's brand and some fascinating conversations initiated with lead prospects.

Carlos Lopez Lansdowne
Director EMEA & APAC

Become a sponsor

Want to sponsor ITS to make real connections with key decision makers at financial institutions?

We offer a comprehensive selection of sponsorship opportunities which provide a superb platform for you to raise your corporate profile, be seen as thought leaders, conduct highly valuable face-to-face networking, and generate real sales leads.

Find out how you can sponsor or become an exhibitor, or to ask a question, contact:

James Blanche
Tel: +44 (0)7899 392 992 / +44 (0) 20 7096 0387
Email: james@a-teamgroup.com

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Got a question?
Get in touch

Become a sponsor
James Blanche

+44 (0)7899 392 992 / +44 (0) 20 7096 0387
james@a-teamgroup.com

Interested in speaking?
Lorna Van Zyl
+44 (0)20 7078 4875
lorna@a-teamgroup.com

Bring your team
Ron Wilbraham

+44 (0)20 8090 2055
ron@a-teamgroup.com

  • UK: +44 (0)20 8090 2055

  • US: +1 646 290 7488

The Intelligent Trading Summit (ITS) New York City is organised by A-Team Group, producers of www.intelligenttradingtechnology.com