Americas Trading Briefing 2018 - Boston Speakers

November 8th

Keynote Speaker

John Plansky

John Plansky is chief executive officer of Charles River Development (CRD), a newly acquired subsidiary of State Street. In this role, John oversees our new global front-to-back platform which integrates State Street’s existing back- and middle-office capabilities with CRD’s front-office expertise. Most recently, John was an executive vice president and head of State Street Global Exchange, where he oversaw the launch of DataGX(SM), IntelliGX and...

Speakers

Alastair Hawker

Alastair Hawker, Global Head of Sales, Quantitative Brokers Alastair is the global head of sales at QB. Prior to QB, Alastair spent 14 years at Goldman Sachs. Most recently, Alastair was the Head of Futures Electronic Trading in New York where he oversaw both electronic futures sales and product strategy for the firm. Prior to this role, he held various responsibilities within Goldman Sachs focused...

Allison Morrow

Allison Morrow, Vice President, Operational Client Relationship Management & NAM Fixed Income Middle Office, Citi Allison Morrow is a Vice President with Citi’s Institutional Client Group as a part of the Operational Client Relationship Management team and Fixed Income Sales Management team. Allison directly manages a team overseeing all Sales Middle Office functionality within Money Market and Repo Products.  In addition, she is apart of...

Anders Brownwith

Anders Brownworth, Chief Evangelist, Circle Anders Brownworth is Chief Evangelist at Circle, where he champions USD//Coin (USDC) and the CENTRE platform. He taught the first blockchain class at MIT and previously helped create and launch Republic Wireless, a WiFi / cellular hybrid smartphone service. Brownworth holds a number of patents in the telecom space and played a key role in Bandwidth.com’s evolution from startup to...

Bob McElrath

Bob McElrath, VP Blockchain Architect, Fidelity Investments Bob’s first career was in theoretical particle physics, where he toured the world working at multiple universities and CERN, writing papers about Dark Matter and the Higgs Boson totaling more than 30 publications over 10 years.  That wasn’t nearly interesting enough so upon leaving academia he took a left turn into remaking money with cryptography.  He created an...

Courtney McGuinn

Courtney Doyle McGuinn, Operations Director, FIX Trading Community Courtney Doyle McGuinn is the Operations Director of FIX Trading Community.  Courtney has been a dedicated FIX resource for 15 years providing continued support and significant leadership and has leveraged her unique understanding of FIX’s operational and strategic needs to ensure the continual growth of the FIX organization and the FIX Protocol.  As part of her role,...

Dalton Li

Dalton Li, Head of Innovation and Tech Strategy, Oppenheimer Funds Dalton Li joined OppenheimerFunds in July of 2017 as Head of Innovation and Tech Strategy. In addition to strategy deployment and innovation, his team leads automation (RPA), process improvement, user experience design, and data science efforts across the enterprise.  Prior to joining OppenheimerFunds, Dalton was responsible for leading the strategy, thought leadership and execution behind...

Dan Morgan

Daniel R. Morgan, Senior Managing Director, Portfolio Solutions Group, Head of Transition Management and Trading, Americas, State Street Global Markets Dan Morgan is a Senior Managing Director of State Street and is responsible for leading our Americas Transition Management and Agency Trading businesses within Portfolio Solutions.  Dan oversees both product and distribution within these products inclusive of Transition Management trading for equities, fixed income, FX...

David Pearson

David Pearson David is responsible for driving new post-trade business ideas across Fidessa’s global buy-side and sell-side community. This is based on the evolution of new business processes and workflows that reflect the changing regulatory environment and the practical realities of capital markets today. He provides detailed and broad-ranging input into the restructuring of business flows across financial markets in the post-trade environment. David is...

George Rosenberger

George Rosenberger, Senior Vice President of Global Managed Services, Itiviti As a Senior Vice President, George is responsible for the Managed FIX strategy at Itiviti; the global provider of multi-asset trading technology and financial infrastructure solutions for buy-side and sell-side market participants, including NYFIX, one of the industry’s largest FIX-based trading communities. Prior to CameronTec, George worked as a Managing Director at Convergex, an Agency...

Iosif Itkin

Iosif is co-founder and co-CEO of Exactpro, a specialist firm focused on functional and non-functional testing for market infrastructures. Founded in 2009 with ten core specialists on board, Exactpro now employs over 550 specialists. In May 2015 – January 2018, Exactpro was part of the Technology Services division of the London Stock Exchange Group (LSEG). In January 2018, the founders of Exactpro completed a management...

Jay Biancamano

James “Jay” Biancamano, Managing Director, Digital Product Development and Innovation, State Street Corporation Jay Biancamano joined State Street in October 2017 is part of State Street’s Global Technology Services’  Digital Product Development and Innovation team in the Americas. Jay has been involved in designing and building a number of innovative products around new technologies in Capital markets for more than 20 years. These include some...

John Plansky

John Plansky is chief executive officer of Charles River Development (CRD), a newly acquired subsidiary of State Street. In this role, John oversees our new global front-to-back platform which integrates State Street’s existing back- and middle-office capabilities with CRD’s front-office expertise. Most recently, John was an executive vice president and head of State Street Global Exchange, where he oversaw the launch of DataGX(SM), IntelliGX and...

Khody Azmoon

Khody Azmoon, Electronic Trading Technology & Product Specialist Khody is an electronic trading technology and product specialist where he focuses on algorithmic trading, ATS/dark pools, market microstructure, OMS/EMS, order routing, operational risk management, trading systems, and transaction cost/venue analysis. He has worked in the industry for over ten years building and managing trading systems. Most recently as a Vice President of Electronic Trading at Cowen...

Louis Rosato

Louis John Rosato, III,  Co-Chair Americas Regional Committee, FIX Trading Community, Director Investment Operations Group, BlackRock Louis, Director, is a member of BlackRock’s Global Investment Operations Group. He oversees Business Strategy and Industry Relationship Management with Blackrock’s Counterparties, Providers and Industry Partners within Investment Operations. He is a member of the BlackRock’s Fixed Income, Foreign Exchange, Equity, Liquidity, Cross Trading and Product Resource Oversight Committees....

Michael Rude

Michael Rude, Head of ETI Trading, Refinitiv Michael Rude is the Head of Trading Platforms for Exchange Traded Instruments, overseeing business development and strategy for the REDI execution management system.  Michael was previously the Chief Operating Officer of REDI Global Technologies LLC, which was acquired by Thomson Reuters in January 2017, where he oversaw all aspects of the firm’s day-to-day operations.  Prior to joining REDI,...

Naveen TV

Naveen TV, Managing Director, Product Development, Custody & Fund Services, J.P. Morgan Naveen TV works in Custody & Fund Services Product development at J.P. Morgan. Naveen has over 16 years of financial services industry experience. In his current role, he focuses on designing and implementing best-in-class operating models for our clients. Previously, he managed custody operations, Investment Middle Office Services (iMOS) operations and prime brokerage...

Richard Huddleston

Richard Huddleston, Executive Director, e-Trading Infrastructure, Algorithmic Trading Client Connectivity and Market Data (ALGO), Morgan Stanley. Richard Huddleston joined Morgan Stanley in March 2011 as program architect for the greenfield Velocity trading platform.  After the Knight Capital event in mid-2012, Richard was assigned to assemble and direct a team to develop and deploy a global solution for trading system error detection and control.  This team...

Scott Fitzpatrick

Scott Fitzpatrick, Director, Collateral Business and Client Operations, AcadiaSoft Scott Fitzpatrick is the Director of Collateral Business and Client Operations for AcadiaSoft. Scott has spent the last 20 years working in the Financial Technology sector, primarily focused on community-based solutions. Prior to joining AcadiaSoft, he was the Chief Operating Officer of NYFIX at the New York Stock Exchange. Here he led the transition of NYFIX...

Sean Ristau

Sean Ristau, Director of Exchange Integration and Education, Bcause LLC. Sean has an extensive 17 year background in the capital markets space and is fluent with most sectors of the financial & capital markets industry. Sean was an early adopter of cryptocurrency and blockchain technologies particularly Bitcoin, Litecoin, Ethereum, and Ripple.  Sean frequently provides advisory to firms looking to enter the crypto space. Sean is the...

Shannon Koenig

Shannon Koenig, Vice President, Americas Equities Electronic Product, Barclays Shannon Koenig is a Vice President in Equities at Barclays.  Based in New York, Ms. Koenig is responsible for partnering with clients to deliver electronic product solutions. Shannon joined Barclays in 2018 from ITG where she worked closely with trading desks to generate strategy suggestions and broker rankings for the ITG wheel.  Previously Shannon was product...