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William Wright
Managing Director
Financial News
09.00 - 10.15 : General Session
' The race between the markets and the regulators ' |
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William Wright is Managing Director of Financial News, the leading weekly newspaper for investment banking, fund management and the securities industry.
Having joined Financial News in 1996, William spent the last 6 years as Editor, becoming a widely-recognized commentator on stock exchanges, equity brokerage, equity capital markets and a wide range of investment banking topics
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Patrick Dixon
Futurist
13.15 - 13.45 : Lunchtime Session
' The future's not what it used to be ' |
| Keynote Speaker |
Dr. Patrick Dixon has been ranked as one of the 20 most influential business thinkers alive. Futurist, author, consultant and entrepreneur, his works cover everything from risk management and digital society to biotechnology and business ethics.
A fellow of the World Economic Forum in Davos, his opinions on global trends and risk management are sought by multinational corporations across the world.
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Till Guldimann
SunGard's Vice Chairman and Head of Strategy
SunGard
14.15 - 15.30 : General Session
' The new dawn ? ' |
| Keynote Speaker |
Till Guldimann is SunGard's vice chairman and head of strategy. Till's risk management background, built upon a 21-year career at J.P.Morgan, where he headed the firm's Global Research Group and helped build its risk management systems, has made him a valued commentator on the factors that led to the recent systemic meltdown.
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David Bannister
Editor-in-chief
Banking Technology
11.00 - 11.40 : ' What Happens Next ' In Trading ?
Navigating Europe's Fragmented Liquidity Pools |
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David Bannister has been a professional technology journalist for the past 26 years, starting with a range of IT management titles during the 1980s and moving on to specialise in the financial services sector in the 1990s with Waters, where he edited Dealing with Technology.
Currently, he is editor of Banking Technology, Europe’s leading title in its sector.
He has carried our numerous consultancy and training commissions for vendors and institutions and often speaks and moderates sessions at industry conferences, including Swift’s Sibos, the ISITC Annual Conference and Fix Protocol Ltd events.
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Niki Beattie
CEO
The Market Structure Practice
11.40 - 12.20 : ' What happens next ' in Trading ?
Sponsored Access vs. DMA |
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Niki Beattie is CEO of the Market Structure Practice, a strategic consultancy advising trading and post trade platforms, as well as market participants and technology companies, on market structure issues.
She previously spent 14 years at Merrill Lynch where she became Managing Director and Head of EMEA Market Structure. In this role she handled the company’s relationships with the Stock Exchanges, Multi Lateral Trading Facilities and clearing houses and advised Merrill Lynch and their clients on the changes market structure.
She was also responsible for identifying and implementing Merrill’s strategic investments in the Market Structure area.
Niki has been instrumental in creating competition in the European Exchange environment; spearheading the development of BOAT and acting as a key founder of Turquoise, as well as working closely with the UK and European regulators on MIFID issues.
She sat on the Boards of Virt-x, BOAT, Turquoise and Trade Ideas.
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Gerald Belpaire
Managing Director, Fixed Income Trading Solutions
SunGard Global Trading
14.40 - 15.20 : ' What Happens Next ' In Investment Strategy ?
Fixed Income Trading |
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Gerald Belpaire is a Managing Director in SunGard’s Global Trading segment, with responsibility for fixed income trading and distribution solutions in Europe.
Prior to joining SunGard, he was CEO of Decision Software, a New York based company that was acquired by SunGard in 2007. He has also held management positions at Citigroup as head of IT for its fixed income division in North America. He began his career as an Assistant Professor of Computer Science at the Courant Institute of Mathematical Sciences (New York University).
He holds a doctorate degree in engineering from the Universite Catholique de Louvain (Belgium).
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Gareth Bevan
PTS-S LNE Account Manager
SunGard Global Trading
15.20 - 16.00 : ' What Happens Next ' In Post Trade Management ?
Cross border securities processing |
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Gareth has been involved in delivering technology solutions to the Investment Banking and Securities Sectors for over 20 years.
His experience covers front office and back office solutions across a range of asset classes including OTC and Exchange traded products.
He has also worked as a Trader in US Equities.
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Matthew Clay
Senior Research Analyst
IDC Financial Insights
14.00 - 14.40 : ' What Happens Next ' In Investment Strategy ?
New Investment Opportunities |
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Matthew Clay is a Senior Research Analyst for IDC Financial Insights in EMEA, providing cross asset coverage of front-to-back developments across the capital markets landscape, as well in-depth consideration of the critical risk management issues impacting financial institutions.
With almost 10 years research and practitioning experience within the industry, Clay's expertise incorporates a wide range of issues impacting the capital markets space including the increasing proliferation of electronic execution, the development of new liquidity venues and the growing prominence of emerging markets.
Clay provides strategic advice and support on a host of issues surrounding the capital markets business, as well as providing insight into the dynamics of other aspects of the financial services industry.
He has a BA in International History and Politics from the University of Leeds and is a member of PRMIA (the Professional Risk Managers’ International Association).
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Charlotte Crosswell
President, NASDAQ OMX Europe
Nasdaq OMX
11.00 - 11.40 : ' What Happens Next ' In Trading ?
Navigating Europe's Fragmented Liquidity Pools |
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Charlotte Crosswell is responsible for the operations and strategic development of NASDAQ OMX Europe, a trading platform launched in 2008 linking multiple trading venues across Europe.
Prior to joining NASDAQ OMX Europe, Ms. Crosswell was a Partner and the head of Business Development at Pension Corporation, a London-based pension management firm.
Prior to joining Pension Corporation, Ms. Crosswell was head of International Listings for The NASDAQ Stock Market, Inc. While with NASDAQ, she was responsible for non-U.S. IPOs and managing NASDAQ's relationships with its overseas listed companies through representatives based in London, New York, Hong Kong, Bangalore, and Beijing.
Ms. Crosswell has also held a number of management positions at The London Stock Exchange, including Head of International Business Development.
She has a BA (Hons.) in French from the University of Southampton.
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Bob Currie
Editorial Director
Financial Services Research
15.20 - 16.00 : ' What Happens Next ' In Post Trade Management ?
Cross border securities processing |
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Bob Currie is Editorial Director and co-founder of Financial Services Research, a quarterly journal that reports on investment performance, risk and operational efficiency in the financial services industry.
Prior to his current role as financial commentator, Bob worked for much of the 1990s as lecturer and researcher in the UK university sector, specialising in international political economy and development strategy for emerging markets.
He is author of published books in development economics and a Global Securities Operations workbook for the Securities & Investment Institute.
Bob graduated in BSc (Hons) Physics from Imperial College London and has Masters and Doctoral qualifications in International Political Economy.
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Didier Dos Santos
Derivatives Business Development Manager
BPSS
14.00 - 14.40 : ' What Happens Next ' In Post Trade Management ?
ETD Post Trade & Risk Management |
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Didier Dos Santos is derivatives business development manager for the UK, Ireland, and the Middle East at BNP Paribas Securities Services, based in London.
With qualifications in both banking and marketing, Didier has twenty-five years experience of capital markets, where he has held senior positions in a wide range of business areas in Paris, Sydney and London.
These have included futures and other alternative investments, equities, bonds, wealth management and ebusiness, as well as clearing, settlement and custody.
His functions have been in stock broking, banking operations and treasury, middle office, client relationship management and consulting
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Lee Hodgkinson
CEO
Smartpool
11.00 - 11.40 : ' What Happens Next ' In Trading ?
Navigating Europe's Fragmented Liquidity Pools |
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Lee Hodgkinson became CEO of SmartPool on 1 May 2009. Previously, he was CEO of SWX Europe and a Member of the Management Board of SIX Swiss Exchange, a position he held since December 2006.
He was Director of Market Operations in the five years prior to this. Lee began his career in the Markets Division of the London Stock Exchange where he worked for nine years and is an alumnus of Harvard Business School.
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Michael Krogman
Executive Director for Xetra Market Development at Deutsche Börse
Deutsche Börse
11.40 - 12.20 : ' What Happens Next ' In Trading ?
Sponsored Access vs. DMA |
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Michael Krogmann is an Executive Director for Xetra Market Development at Deutsche Börse. He is responsible for sales and marketing of all cash market activities of Deutsche Börse, comprising of the electronic trading system Xetra®, Xetra International Market and the floor of the Frankfurt Stock Exchange.
Currently, more than 250 member institutions from 19 countries use the Xetra system. Altogether, the cash market of Deutsche Börse comprises of more than 300,000 stocks, bonds, exchange-traded and actively managed funds, certificates and warrants.
Since 1999, Mr. Krogmann has held a number of leadership and project management positions with Deutsche Börse Group such as the ongoing development of the Xetra trading system, the introduction of the exchange-traded fund business (XTF® segment) as well as enhancements of the specialist trading functionalities.
Michael is a German native.
He holds a Masters Degree in Economics from Justus-Liebig-University, Germany.
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João Lauro Amaral
International Business Development Officer
BM & FBOVESPA
14.00 - 14.40 : ' What Happens Next ' In Investment Strategy ?
New Investment Opportunities |
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Mr. Amaral is the International Business Development Officer of BM&FBOVESPA, also holding the position of officer of the BM&FBOVESPA (USA) Inc. and the chief representative at the BM&FBOVESPA Shanghai Representative Office.
He joined BM&F in 1995, as an economist of the planning and technical area, later becoming the General Counsel of the Exchange and its Investors Relations Director before the merge with BOVESPA.
Mr. Amaral holds degrees in Law and Economics in 1992, and has an MBA in finance from the IBMEC – SP.
Before joining the Exchange, he acted in the international relations department and in trading desks of Brazilian banks and local branch of foreign financial institutions
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Eli Lederman
CEO
Turquoise
11.40 - 12.20 : ' What Happens Next ' In Trading ?
Sponsored Access vs. DMA |
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Eli was appointed as Turquoise's chief executive in October 2007. He was formerly a managing director in Morgan Stanley's European Sales & Trading Division, where he oversaw the electronic trading business for equity and fixed income products.
Eli joined Morgan Stanley in New York in 1993 in derivatives risk management before developing and leading a business around portfolio analytics and electronic trading.
In London since 2001, Eli served as co-chair of the FIX Steering Committee for Europe, Middle East and Africa from 2004 to 2006. Eli received his Sc.B. in physics from Brown University in Rhode Island, and his Ph.D., also in physics, from New York University.
From 1991 to 1993, he was a post-doctoral Research Fellow at Harvard University.
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Jerry Lees
Head of Alternative Execution
CAI CHEUVREUX
11.00 - 11.40 : ' What Happens Next' In Trading ?
Navigating Europe's Fragmented Liquidity Pools |
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Jerry is the Global Head of Alternative Execution at Cheuvreux, responsible for all electronic and Algo products since starting the first AES service for the group in Japan in 1998.
With many years in electronic trading he was one of the founders of the first FIX based global Order routing businesses – Liberty – in the early nineties.
Jerry built his experience as head of Global Operations & Marketing for Quotron International (Citibank) and prior to that was founder and MD of Northgate Computer Services, a financial consultancy & systems business.
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Kim Lennen
Executive Director
J .P. Morgan
14.00 - 14.40 : ' What Happens Next ' In Post Trade Management ?
ETD Post Trade & Risk Management |
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Global head of Futures & Options post trade technology. Responsibilities include clearing & settlements, global treasury, credit & risk and CRM. I joined J.P. Morgan in 2007.
Over 15 years of experience in F&O, I previously held roles at Fimat (now Newedge) as Head of applications and business services in EMEA, Goldman Sachs, and Bankers Trust, always in the post trade space either in Technology or Operations.
Graduate of Bard College and Columbia University in Economics and political science.
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Stéphane Leroy
Head of Global Sales & Marketing
QuantHouse
12.20 - 13.00 : ' What Happens Next ' In Trading ?
Front Office Risk Management |
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Stephane Leroy is head of Global Sales and Marketing.
In this role, Mr. Leroy is responsible for developing and executing the company sales and marketing strategies. Before joining QuantHouse, Leroy was Area Manager for BT Radianz where he established and developed the BT Radianz activity since its formation in 2000 throughout Continental Europe.
Mr. Leroy began his career in 1992 at Borland, where he held several marketing positions. He then joined AT&T Global Information Solutions France as a marketing and sales manager.
He moved later on to NCR Global Services (formerly called AT&T Global Information Solutions) to become the Head of Global Account Sales for Europe. Leroy divides his time between the U.K., the US and Continental Europe.
Mr Leroy holds a Master of Computer Science Engineering and Mathematics from ESME/SUDRIA of Paris. He holds also a Master of Strategic Marketing from HEC Paris.
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Stéphane Malrait
Managing Director and Global Head of E-Commerce at Societe Generale
SGCIB
14.40 - 15.20 : ' What Happens Next ' In Investment Strategy ?
Fixed Income Trading |
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Stéphane Malrait is Managing Director and Global Head of E-Commerce at Societe Generale.
Based in London, Stéphane joined Societe Generale in August 2007 to lead the bank e-commerce initiatives across Credit, Rates and Foreign Exchange products and continue the effort to develop on the FICC Group’s cross-asset ecommerce strategy.
Previously, Stéphane has worked at JPMorgan Chase for ten years based in New-York and London, working in different roles in Global FX E-Commerce Business Management and cross asset eCommerce technology.
Stephane is also a board member for several eTrading market initiatives.
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Bob McDowall
Research Director European
TowerGroup
12.20 - 13.00 : ' What Happens Next ' In Trading ?
Front Office Risk Management |
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Bob McDowall is a research director working in TowerGroup's European headquarters in London. His research addresses the principal challenges and opportunities affecting the European banking, securities, and investment management markets.
Since joining TowerGroup at the beginning of 2007, Bob has published research on a range of business issues that impact financial institutions conducting business globally, particularly in European and the Middle East.
The topics covered include risk and regulation, exchanges, trading platforms, and securitization. Bob frequently appears on the television networks, including CNBC's European and Arabic networks as well as CNN and Bloomberg, to provide industry comment and analysis. He is a frequent contributor to industry thought and comment in the international, national, and the financial services and economics sector press.
Bob McDowall joined TowerGroup with 30 years' experience in the banking and securities and investment business. He worked with a number of institutions, including Merrill Lynch, Pru-Bache, Syntegra, and Singer and Friedlander, in administrative and operational management, business development, corporate advisory, marketing and control and planning functions across most asset classes. He also worked with the private French monetary think-tank, le Centre Jouffroy pour la Reflexion Monetaire and has been a member of a number of industry and consultative groups. Since 1998, Bob has worked in a consulting capacity and has presented at a range of conferences on capital markets, regulation, and banking.
He has contributed numerous articles, papers and research documents to publications as diverse as FX/MM, Reuters/FT/ Financial Regulation International (FRI), and it-analysis.com on a range of issues, covering macroeconomics, most financial asset classes, financial regulation, risk management, and application of technology to banking and capital markets.
Bob has a degree in law (LL.B) from University College London.
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Mark Mills
Director, Futures and Options
Merrill Lynch International
14.00 - 14.40 : ' What Happens Next ' In Post Trade Management ?
ETD Post Trade & Risk Management |
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Mark Mills joined Merrill Lynch in 1979 and is now responsible for the European listed futures and options operations group, the role includes oversight of the clearing, client service, control and project teams.
Prior to joining the futures operations team he was responsible for Merrill Lynch’s activity on the listed commodity exchanges in London. Mark Mills served as a director of the IPE and was Chairman of the exchange’s membership and rules committee.
Currently Mark Mills is a member of the Eurex clearing Committee as well as the FOA’s FCM committee.
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Antonio Reyes Miras
Managing Director
J. P. Morgan
12.20 - 13.00 : ' What Happens Next ' In Trading ?
Front Office Risk Management |
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Antonio Reyes is the global head of Electronic Client Solutions for the Global Cash Equities and Futures & Options businesses at J.P. Morgan.
In this role Antonio is responsible for the firm's client-facing electronic trading platforms, including Neovest and third party EMS connectivity, algorithmic trading products, J.P. Morgan Lighthouse (liquidity tools), client and exchange connectivity and trading analytics.
Antonio joined J.P. Morgan in July 1999 and has held various eTrading roles prior to accepting his current position in March 2007. Previous to J.P. Morgan, Antonio held junior positions at Gesmosa Brokers and Banco Central Hispano, both in Madrid. Antonio has an MSc in International Securities, Investments and Banking (ICMA Centre, Reading), an MSc in Financial Markets (INESE, Madrid) and a BSc (Hons) in Business Administration (Universidad Autonoma, Madrid).
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Dave Mishoe
Managing Director
SunGard Trading
11.40 - 12.20 : ' What Happens Next ' In Trading ?
Sponsored Access vs. DMA |
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Dave Mishoe is Managing Director of SunGard Trading as well as the current CEO of SunGard Global Executions Services Limited, a UK based agency broker dealer within SunGard. Based in London, Mr. Mishoe is responsible for the growth and strategy of SunGard Trading in the EMEA region. Mr. Mishoe joined SunGard in 2005 as Director of Business Development. In 2006, he became Senior Vice President of Sales for STN Securities, an automated trade-routing solution for equities, fixed income and options. Mr. Mishoe relocated to the UK in December of 2007 to launch SunGard Global Execution Services and expand its international footprint. Prior to joining SunGard, Mr. Mishoe held a variety of sales and management positions with Advent Software and Thomson Financial, with expertise in trade automation and straight through processing. Mr. Mishoe received a Bachelor of Arts degree from San Francisco State University in San Francisco California.
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Hirander Misra
Chief Operating Officer
Chi-X Europe Limited
11.40 - 12.20 : ' What Happens Next ' In Trading ?
Sponsored Access vs. DMA |
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Hirander Misra is Chief Operating Officer of Chi-X Europe Limited and was one of the founding Directors of the company. Hirander was instrumental in taking the company from concept to reality resulting in a successful launch on 30th March 2007.
Previous to this Hirander held a variety of roles in the electronic trading space during his 8 year tenure with Instinet, most notably SVP Head of Product Development and Head of the European Exchange Linkages Group, delivering Instinet Europe's direct exchange connectivity product suite and launching the first European Smart Order Routing system.
Hirander started his career as a graduate at Reuters. He is also a member of the Project Management Institute, a certified Project Management Professional. Hirander has a BSc from the London School of Economics and an MSc in Business Systems Analysis and Design from City University London
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Paul O'Donnell
Chief Operating Officer
BATS Europe
11.40 - 12.20 : ' What Happens Next ' In Trading ?
Sponsored Access vs. DMA |
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Paul O’Donnell is chief operating officer of BATS Europe, a fast-growing pan-European multilateral trading facility (MTF) owned by BATS Global Markets.
Launched in October 2008, BATS Europe has exceeded 5% market share in each of Europe’s major indices and is a driving force in working with other market centres to ease trading friction for market participants through lower access fees, increased platform performance, standardised tick sizes and symbology, as well as reduced costs for clearance and settlement.
Mr. O’Donnell was previously an Executive Director at Morgan Stanley, where he spent 14 years in a variety of positions in information technology and institutional equities in both Japan and the U.S. At Morgan Stanley, Mr. O’Donnell was most recently responsible for architecture, planning, deployment and operations of algorithmic trading and smart order routing across a variety of asset classes.
He was previously in charge of the automation of the firm's cash equity market making desk. Prior to joining Morgan Stanley, he was a software engineer at Softway Pty Ltd in Australia.
He holds a BSc (hons) in Computer Science and Mathematics from the University of Sydney, and an MBA in Finance from New York University.
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Derek Penn
Managing Director
Pershing LLC
11.40 - 12.20 : ' What Happens Next ' In Trading ?
Sponsored Access vs. DMA |
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Derek was born and raised in Youngstown, Ohio. He attended Duke University and graduated in 1979 with an undergraduate degree, double majoring in chemistry and English.
After college he had a very short career as a professional football player in the NFL and the Canadian Football League. After realizing that football was not a viable long-term situation, he became a chemist with a contractor of the National Cancer Institute.
After realizing that being in a chemistry lab was not his life long pursuit, he worked on Capitol Hill as a lobbyist. After a short stint on the Hill, Derek returned to his alma mater to pursue an MBA at Duke University’s Fuqua School of Business.
He was introduced to Wall Street in between his first and second year of business school when he worked in a retail office at Merrill Lynch in Washington, D.C. After graduation in 1984 he joined Morgan Stanley. At Morgan Stanley he worked as a listed block trader, trading primarily technology issues for 6 years. He was the first MBA ever placed on the prestigious block desk at Morgan Stanley.
After 6 years he moved to Morgan’s NASDAQ desk and traded technology issues there for two years. In 1992 he moved to Merrill Lynch to run their UK/European equity trading operation in New York. After two years at Merrill he moved to Lehman Brothers to become the head trader for their entire international equity trading desk in New York.
After four years at Lehman, in 1998 Derek moved to Fidelity Capital Markets, the capital markets arm of the largest mutual fund in the world, Fidelity Investments. For 6 years Derek ran equity trading and also ran fixed income for 2 of those years. In June of 2006 Derek joined Pershing LLC as their head of equities.
Pershing is one of the largest clearing and intermediary firms in the world.
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Milan Prochazka
Head of Capital Markets
WOOD & Company Financial Services, Prague
14.00 - 14.40 : ' What Happens Next ' In Investment Strategy ?
New Investment Opportunities |
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Milan serves as Head of Capital Markets at Prague based Wood & Company.
Among his responsibilities are cash equity sales and trading, electronic trading and market access. Wood & Company pioneered DMA access to the markets of Central and Eastern Europe and has developed a single access point to the European emerging markets.
Recently, Wood & Company announced plans to expand into new territories like Russia, Greece and Dubai. Milan`s professional experience among others include roles of head of equity sales & trading at the Czech investment bank Patria and Komercni banka.
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Steve Rumbles
Managing Director
BlackRock UK
14.40 - 15.00 : ' What Happens Next ' in Insurance ?Evolutionary changes happening in the U.K
corporate pensions and personal wealth market |
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Steve Rumbles, Managing Director, is head of BlackRock's UK Defined Contribution Pensions team within the Account Management Group. He also serves as CEO of BlackRock Pensions Limited.
Mr. Rumbles' service with the firm dates back to 1987, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006.
At MLIM, he was head of the UK defined contribution and pensions team. Previously, he was head of operations for the defined contribution team and, prior to that, a member of the custody and investor services division. He began his career with Lloyds Bank.
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Philippe Ruault
UK head of financial intermediary solutions
BNP Paribas Securities Services
15.20 - 16.00 : ' What Happens Next ' In Post Trade Management ?
Cross border securities processing |
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Philippe Ruault joined BNP Paribas Securities Services in 2001. Prior to assuming his current role Philippe was head of the ClearSuite® product. ClearSuite® encompasses global clearing and settlement and back-office “insourcing” for broker-dealers and investment banks.
Since joining BNP Paribas Securities Services, he has been responsible for numerous projects linked to back office “insourcing” and strategic studies on our multi-direct clearing and settlement facility.
Philippe started his career at JP Morgan in 1992 before moving to Accenture (previously Andersen Consulting) in 1995 as a senior consultant in business integration. In 1998, he joined PricewaterhouseCoopers as a brokerage and retail banking consulting manager.
Philippe is graduated from the European Business School.
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Anthony Scianna
Executive Vice President, Product Management and Marketing
SunGard Brokerage and Clearance
14.40 - 15.20 : ' What Happens Next ' In Post Trade Management ?
ETD Credit Control and Risk Evaluation |
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Tony Scianna is executive vice president, product management and marketing for SunGard’s brokerage and clearance business.
Prior to joining SunGard, Mr. Scianna was the chief operating officer of Refco Securities.
During his more than 25 years in the financial services industry, he has held positions at Hornblower, Weeks, Hemphill & Noyes, Loeb Rhodes and Spear, Leeds & Kellogg.
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Richard Semark
Managing Director - European Equities
UBS
11.00 - 11.40 : ' What Happens Next ' In Trading ?
Navigating Europe's Fragmented Liquidity Pools |
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Richard Semark joined UBS London in June 2004 as a Managing Director responsible for UK to UK Sales Trading. He previously worked at AXA Investment Managers and UBS Asset Management for 15 years.
This experience meant that he was a key part of the UBS unbundling team responsible both for strategy formulation and marketing to clients.
In 2007 Richard became COO for UBS Client Trading and Execution within European Equities with responsibility for Execution Client Relationships, strategy and marketing.
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Trevor Spanner
Chief Operating Officer
Euro-CCP
15.20 - 16.00 : ' What Happens Next ' In Post Trade Management ?
Cross border securities processing |
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Trevor Spanner is the Chief Operating Officer of EuroCCP, a subsidiary of The Depository Trust & Clearing Corporation (DTCC). Headquartered in London, EuroCCP was formed to provide clearing and settlement services for a wide range of multilateral trading facilities across Europe.
It initially began clearing pan-European equity trades for the Turquoise MTF in August 2008 and has since been chosen to clear for NYSE Arca Europe, SmartPool, Pipeline and SecFinex. Most recently EuroCCP has announced an innovative partnership with Omgeo to develop CCP functionality in the Prime Broker/Hedge Fund space. At EuroCCP Trevor oversees day to day service delivery and risk management. In addition he is closely involved in expanding the business and product development. Before joining EuroCCP in 2007, Trevor was Head of European Operations at Merrill Lynch, and previous to that was a Managing Director at UBS. Throughout his career, he has been actively involved in market and infrastructure projects at a firm and industry level. A graduate from Kent University in England he is also a Chartered Accountant and an Associate member of the Association of Corporate Treasurers.
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Catherine Stagg-Macey
Senior Analyst
Celent
14.20 - 14.40 : ' What Happens Next ' in Insurance ?
Celent CIO survey - trends in European insurance |
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Catherine Stagg-Macey is a senior analyst in Celent’s insurance practice and is based in the firm’s London office. Ms. Stagg-Macey's research focuses on IT strategy issues for the UK and European general insurance industry.
Her recent research work has focused on the core insurance vendor landscape, business process outsourcing, IT spending, and bancassurance. Her consulting experience at Celent includes package selection for insurers and marketing reviews for vendors.
Prior to joining Celent, Ms. Stagg-Macey was a senior consultant at ATOS KPMG Consulting in London and South Africa. In this role, she worked on the development of IT strategy and advised clients on outsourcing, data warehousing, and the selection of software packages.
Previously Ms. Stagg-Macey was an internal strategy consultant for Marsh in London. She was responsible for delivering IT strategy and managing relationships with the European Management Board. She has also held project delivery roles at Marsh and Investec Bank Limited in South Africa.
Ms. Stagg-Macey earned her BSC in Computer Science and Management from the University of Witwatersrand in South Africa.
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Leslie Sutphen
Global Head of eSolutions
Newedge USA
12.20 - 13.00 : ' What Happens Next ' In Trading ?
Front Office Risk Management |
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Leslie leads development of Newedge’s electronic trading product line and coordinates the firm’s electronic trading functions, working in conjunction with IT and sales.
Prior to joining Newedge, Leslie founded Financial Markets Consulting in 1997, serving as its president. Before that, Leslie directed marketing of clearing and risk analysis systems for the Institutional Financial Futures Department of Prudential Securities. She also founded Prudential’s global institutional futures and options service desk in London. Additionally, Leslie worked as an independent options trader and as a research analyst for McKinsey & Co., the management consultancy.
Leslie holds a Masters of Management in Finance and Marketing from Northwestern University’s Kellogg School of Management and an AB magna cum laude from Mount Holyoke College in Massachusetts.
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Patrick Tessier
Executive Director, Head of EMEA ETD Operations
UBS
14.00-14.40 : ' What Happens Next ' In Post Trade Management ?
ETD Post Trade & Risk Management |
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An HEC Business School alumni, Tessier started his career in 1989 at FINACOR VENDOME, the leading French futures broker, where he became an early adopter of modern automated clearing technology.
He relocated to England in 1998 to take on regional responsibility for CSFB ETD Operations, implementing the first EUREX remote Clearing Membership. He joined GL TRADE Ltd in 2003, as CEO for London-Northern Europe at the point when GL TRADE focussed its external growth strategy and development on cross-asset Front-to Back workflow solutions.
Pursuant to their acquisition of ABN AMRO Futures, Tessier joined UBS Ltd in 2007 as Regional Head of EMEA ETD Operations, to drive the regional line integration.
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Laurens Vis
Managing Director
KAS BANK UK
15.20 - 16.00 : ' What Happens Next ' In Post Trade Management ?
Cross border securities processing |
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Laurens Vis is the Managing Director of KAS BANK UK, an independent European specialist in securities services.
In addition to steering KAS BANK’s strategy in the UK market, Laurens holds overall responsibility for UK sales and acquisition, relationship management, and product and market development.
During his distinguished 26-year career at KAS BANK, Laurens has held a number of director-level positions.
Laurens holds a doctorate in Economics from the University of Amsterdam, and is a former member of both the Euronext User Steering Committee and the International Society of Securities Administrators (ISSA).
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Kevin White
Lead Partner for Financial Services
Ineum Consulting UK
14.00-14.40 : ' What Happens Next ' In Post Trade Management ?
ETD Post Trade & Risk Management |
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Kevin White is the lead Partner for Financial Services with Ineum Consulting UK, part of the Management Consulting Group PLC (‘MCG’).
Ineum is a leading international management consulting firm delivering superior value to its clients in the areas of strategy, operations and IT. In financial services, Ineum has particular expertise in Capital Markets products, processes and technology.
Kevin has over 20 years professional and financial services experience. Kevin was President of Parson Consulting North America (now merged with Ineum), which delivers financial and performance management solutions, and spent several years at L.E.K. Consulting, a leading strategy consulting firm where he focused on international clients in the Banking sector.
Kevin has over 10 years experience in investment banking, specializing in corporate and structured finance at Salomon Smith Barney, Schroders and Nomura.
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Guy Whittle
Head of Sales & Markets
London Stock Exchange
14.40 - 15.20 : ' What Happens Next ' In Investment Strategy ?
Fixed Income Trading |
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Guy Whittle has been Head of Sales & Markets for MTS Group for the past year. Guy’s responsibilities include all MTS Markets and BondVision.
The previous five years, Guy was Head of Primary and Secondary Market sales globally for the London Stock Exchange.
Guy was also at JP Morgan for 9 years where he was Global Head of Electronic Sales and Trading for F&O, their listed FI and equity derivatives business and was responsible for delivering their global DMA platform.
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