Walter Lukken, President and CEO, FIA Walter Lukken is the President and CEO of the FIA, the leading global trade organization for the futures, options and centrally cleared derivatives markets, with offices in Brussels, London, Singapore and Washington, D.C. FIA’s membership includes clearing firms, exchanges, clearinghouses, trading firms and commodities specialists from more than 48 countries as well as technology vendors, lawyers and other professionals...
Americas Trading Conference 2023 Speakers
Wednesday 18th October
Keynote Speakers
David Yermack, Albert Fingerhut Professor of Finance and Business Transformation, New York University’s Stern School of Business David Yermack is the Albert Fingerhut Professor of Finance and Business Transformation at New York University’s Stern School of Business, where he has been a member of the faculty since 1994. He is also an Adjunct Professor of Law at the NYU School of Law, Director of the...
Speakers
Toby Babb, Chief Executive Officer, Harrington Starr Toby has worked with the world’s leaders in Financial Services and Commodities Technology for over twenty years as a multi award winning recruitment CEO. As Founder of the Harrington Starr Group, Toby has built a pioneering, values-based company, working with customers to provide solutions beyond the traditional models on offer in the sector. He is a keen student...
Thomas Toller, Managing Director, Exactpro Thomas Toller joined Exactpro in 2019 as the Managing Director of the New York office with responsibility for operations and business development in the Americas. As a financial executive with over 15 years of experience in electronic and low latency trading in the US, European, and emerging markets, Thomas has worked for both buy-side and sell-side firms and has served...
Serg Gulko, CEO, Axon Trade He focuses on building and managing platform that utilizes FIX protocol to stream market data and trade across multiple digital assets exchanges. Prior to starting Axon Trade, Serg spent a decade as a CEO of AxonSoftware, company, specialized in building HFT and uHFT solutions for FX markets as well as large-scale market data processing projects. Actively promotes usage of FIX...
Scott Richard, VP Global Head of Sales & Strategy, S3 S3 is a full-service compliance reporting and trade analytics software company, where he is responsible for overseas business development and relationship management.Scott is a 20+ year veteran in the Financial Services Industry. His career started at CyberTrader (a division of Charles Schwab) where he led the technical support and new business development call center. Scott...
Russell Abramson, AMRS Head of Futures, Options, OTC Clearing, Global Head of Client Solutions, Futures & Options and OTC Clearing, Bank of America Securities Russell is Head of the Americas, regionally responsible for the Futures and Options and OTC Clearing business. Also, as the Global Head of Clients Solutions, he is also responsible for BofA’s eTrading and eClearing platforms. Russell joined Bank of America in...
Roseline Bilina Falafala, VP, Head of AMER Execution Solutions, Americas Algorithmic Trading Desk, Goldman Sachs Head of AMER Execution Solutions, Americas Algorithmic Trading Desk PhD in Statistics from Columbia University I have been at GS for 9 years
Robert Costick, New Business Initiatives Director, OSTTRA The global product lead for all new initiatives relating to ETD post trade overseeing a steady pipeline of product enhancements, devising commercial strategy and spearheading client adoption efforts. Robert has over 10 years’ experience in cross asset post-trade & trade execution services, accumulating extensive knowledge of workflows, trading APIs, messaging protocols and agile based product development. During...
Ovidiu Campean, Director, Global Head of Product, TORA Ovidiu joined TORA(now part of LSEG) in 2008 and currently serves as Global Head of the Product group and is based in the company’s New York office. He has been involved in designing and building enterprise software platforms spreading across telecom, retail and financial industries for more than 20 years and has proven robust technology and financial products...
Olukoya Dehinsilu, FIX Onboarding Americas Lead, Goldman Sachs Olu is responsible for overseeing electronic trading client onboarding for Equities and Options in the region. He plays a crucial role within the Global Banking and Markets Business, ensuring seamless onboarding of clients for both traditional and low-latency offerings. Olu’s responsibilities also include managing client migrations to the state-of-the-art Atlas trading platform. Over the past year, he...
Nathaniel Storch, Franchise Leader, Data & Analytics, Symphony Financial industry executive with two decades working as an investor and entrepreneur. He is the Franchise Leader, Data & Analytics at Symphony. Formerly, CEO and Co-Founder of Amenity Analytics, Managing Partner of Pilgrim Hill Capital, Partner and Head of Equities at One East Partners.
Michael Smith, Global Sales Strategy & Execution, LSEG Michael is the Director of Global Sales Strategy & Execution for OEMS & Equities, where he supports the development of sales of the Refinitiv suite for trading workflows. Prior to this role, Michael supported LSEG’s equity desktop products in various roles. Before coming to LSEG, he worked as a Sales Trader for Société Générale,...
Michael O’Hara, Head of Sales and Marketing in the Americas, ITRS Group Michael is Head of Sales and Marketing in the Americas for ITRS, the leading provider of application and infrastructure tooling in Financial Services. ITRS has served the industry for 25 years, offering unparalled visibility and response time in the most demanding markets. ITRS has tailored solutions for FIX connectivity, Market Data feeds, as...
Louis John Rosato, III, Co-Chair Americas Regional Committee, and FIX Lifecycle and Ecosystem Working Group, FIX Trading Community, Director, Investment Operations BlackRock Lou Rosato, Director, is a member of BlackRock’s Global Investment Operations Leadership. He oversees Industry Engagement and Strategy in partnership with Blackrock’s Counterparties, Custodians, Third-Party Providers, Industry Organizations, Utilities and Clients. Lou works closely with BlackRock’s leadership and technology professionals to conceptualize, design...
Lona Mozumder, Board Director, Women in Derivatives (WIND), Head of Sales, Americas – Trading Solutions, Refinitiv, an LSEG business Lona Mozumder is Head of Sales, Americas – Trading Solutions at Refinitiv, an LSEG business. Previously she was the Head of Sales and Relationship Management, Americas, OSTTRA (a joint company owned by CME Group and IHS Markit), where she was in charge of managing and expanding the OSTTRA Americas...
Lee Saba, Co-Chair Global Steering Committee, FIX Trading Community, CTO, Head of Market Structure, Rialto Markets Lee Saba brings more than 20 years of experience in the financial services industry. Prior to joining Rialto as Head of Market Structure, Lee was Managing Director and Principal at Wellington Management where he was responsible for proprietary and third party multi-asset electronic trading and connectivity infrastructure. For over...
Laurence Jones, Americas Regional Director, FIX Trading Community With 18 years’ experience in the financial services post-trade space, Laurence serves as the Americas Regional Director at FIX, and is a Managing Partner at TZero Partners LLC, a post-trade consultancy firm. Laurence has held several roles in FIX, including Co-Chair of the Global Post Trade Working Group from 2018-2023 as well as sitting on the Americas...
Kevin Houstoun, Board Director, FIX Trading Community, Executive Chairman, Rapid Addition Kevin leads Rapid Addition, a company specialising in Financial services software that delivers high-performance, low-latency electronic trading software. Rapid Addition provides messaging platform that works with FPGA hardware and software to support electronic financial messaging for applications such as price dissemination, order routing, smart order routing, sponsored DMA and many other electronic trading applications....
Katie Kolchin, CFA, Managing Director, Head of Research, SIFMA Ms. Kolchin is an experienced research analyst, proficient in sell side equity and fixed income research. She has extensive global capital markets industry knowledge garnered through a unique set of professional experiences. Currently, she is the Head of Research at SIFMA, running the team performing the data and analysis work for the firm, as well as...
Kate Chatzopoulos, Global Head of Operations Strategy, Symphony Kate Chatzopoulos is a senior client and product lifecycle enablement leader dedicated to client development within the Capital Markets sector. Kate has spent her career in Front Office and Operations at leading financial institutions, including Goldman Sachs, Barclays, and Blackrock. She is currently the Head of Operations Workflow at Symphony Communications, where she spearheads product innovation for...
Kamalesh Mani, Senior Vice President, Citi Kamalesh has more than 20 years of experience in engineering electronic trading systems for the Capital Markets space across Fixed Income and Equities. He is presently the Global Head of eTrading Execution in Spread Products Technology at Citi. He also runs the Common FIX initiative that provides one-stop multi-asset trading access to clients via FIX and is a member...
Joseph Lo, Head of Enterprise Platforms, Broadridge Joseph Lo, Head of Enterprise Platforms at Broadridge, leads the firm’s platform and innovation initiatives. A technologist by trade with a background in software engineering, Joseph advances Broadridge’s global software platforms to accelerate transformation in corporate governance, capital markets, as well as wealth and investment management. Joseph is a co-creator of BondGPT, the fixed income industry’s first generative...
Jon Butler, CEO and co-founder, Velox Jon is CEO and co-founder of Velox, a fintech firm enabling Capital Markets developers to build software faster. Prior to founding Velox, Jon was a Managing Director at Goldman Sachs where he held roles as Head of Equities Trading Technology and Head of Operations Technology. At GS, he focused on the electronification of the Equities market, the implementation of...
Jim Kaye, Executive Director, FIX Trading Community Jim has worked in the financial industry for 25 years, mostly in equities electronic trading, market structure and regulatory implementation. He has been involved in FIX in various capacities over most of this period, having served as GSC co-chair for eight years, a director for five and as co-chair of various working groups.
Ila Eckhoff, CPA, MBA – Board Chair, Cerebral Palsy Foundation Ila Eckhoff, CPA, Managing Director, member of BlackRock’s Global Investment Operations. She was responsible for leading BlackRock’s Industry and Counterparty Management strategy. Ms. Eckhoff served on a number of committees, including the Business Operations and Technology Leadership Committees, Government Relations Steering Committee and Technology and Operations DEI Committee. She is also a founder and MD sponsor...
Ignatius John, Vice President, Broadridge Financial Solutions Ignatius John, considered by many to be an IT visionary, is recognized as a pioneer in the use of the FIX Protocol for post-trade. As Global Trading Strategist at asset manager AXA Rosenberg, Ignatius implemented a complete post-trade solution in 2008 using the FIX Protocol. This accomplishment was highlighted in a leading industry journal on Trading, and was...
Hershal Shah, Vice President, Global Banking & Markets, Client & Market Solutions – FICC and Equities, Goldman Sachs Hershal is responsible for post-trade derivatives transformation initiatives on the Client & Market Solutions team at Goldman Sachs. Prior to joining Goldman Sachs in 2022, Hershal held product management and strategy roles across financial services and capital markets firms including Edward Jones, IHS Markit and Moody’s Corporation,...
Hanno Klein, FIX Technical Director and Global Technical Committee Co-Chair, FIX Trading Community, Founder and Senior Standards Advisor, FIXdom Hanno Klein works as an independent consultant specialised in the standardisation of electronic interfaces and is the founder of FIXdom – “The Wisdom of FIX” in Germany (April 2019). Previously, he has worked for more than 20 years at Deutsche Börse Group that provides the technology for...
Erin Stanton, Analytics, Global Head of Client Support, Virtu Erin Stanton is a leader in the field of data science and big data and is known for her big energy which she brings to everything she does. With a wealth of experience spanning over 15 years in the industry, she presently serves as the head of Virtu’s Analytics Global Client Support team. Erin is a...
Erik Barry, Director, Exchange Sales & Product, FMX Erik Barry is a seasoned financial services professional with over 22 years of experience in the industry. Erik currently serves as Director, Exchange Sales & Product at FMX Futures Exchange, where he focuses on participant onboarding and business development across a wide range of institutional clients. Additionally, he serves as FMX’s Lead Ambassador on the FIA’s DMIST...
Emiko Kamoda, Co-Chair Americas Regional Committee, FIX Trading Community, Managing Director, Head of Prime Services Digital Strategy, Goldman Sachs. Emiko is global head of Prime Digital Strategy, responsible for delivering solutions to Prime Services clients. In her previous role, she served as chief operations officer of GS Electronic Trading (GSET) globally, where she managed strategic equities initiatives, business metrics and client onboarding. Prior to that, Emiko...
Elisa Nuottajarvi, Vice President, SIFMA Asset Management Group Elisa Nuottajarvi is a Vice President with the Asset Management Group (AMG) at SIFMA. Elisa works as the primary staff advisor for the AMG Operations area. Elisa manages asset management operations related initiatives and the relevant AMG Operations committees, forums and task forces. Elisa’s focus is on improving asset managers’ operational excellence and efficiency, future of operations,...
Elena Treshcheva, Program Manager, Exactpro Systems Elena Treshcheva is a Program Manager at Exactpro, an independent software testing services provider for financial sector organizations. Elena’s areas of responsibility include technical documentation and research, she is also frequently involved with the firm’s educational initiatives. She started her career at Exactpro as a QA analyst focused on post-trade systems and market data processing, and later transitioned to...
Don Byron, SVP – Head of Global Industry Operations and Execution, FIA Through this role Byron focuses on developing and implementing solutions related to clearing operations, execution technology, cybersecurity and market structure issues across the global cleared derivatives industry. Recent initiatives included an industry taskforce on modernizing the listed derivatives workflow which led to the creation of the Derivatives Market Institute for Standards in 2022....
David Pearson, Co-Chair Global Post-Trade Working Group, FIX Trading Community, Product Manager, Torstone Technology David has over thirty years of experience working in technology solutions for financial markets, focusing on workflow and automation to challenge the status quo in post-trade operations. With a deep understanding of both buy-side and sell-side, David is a key member of the Torstone product team helping define and drive strategic...
Dan Upbin, Vice President, Derivatives Clearing Strategy & Product, Morgan Stanley Dan’s key focus areas include margin processing/optimization, post-trade capture and futures deliveries strategy within the business. Dan is also active in industry initiatives, including serving as one of Morgan Stanley’s representatives on FIA’s DMIST Sponsor Board Prior to joining Morgan Stanley in 2022, Dan held various derivatives clearing roles at J.P. Morgan, UBS and...
Brian Devers, Managing Director, AiEX and Workflow Solutions, Tradeweb He is responsible for developing the firm’s automated trading tools and other solutions supporting clients’ execution needs across the trade life cycle. Brian joined Tradeweb in 2005 as a product manager, responsible for developing trading functionality for institutional rates and credit products as well as Tradeweb’s electronic wholesale trading platform at Dealerweb. Prior to Tradeweb, Brian...
Brandon Rym Decoster, Technical Product Team Lead, Bloomberg Brandon “Rym” DeCoster heads product management of Bloomberg’s FIX, SWIFT, and Exchange Connectivity Platform Infrastructure. With 16 years of FIX Protocol experience and a prolific history of speaking on the topic, he is responsible for the ongoing modernization and standardization of FIX across all of Bloomberg’s FIX-enabled enterprise products.
Ashley Kryshtalsky, Global Head of Product, Workflow Technology, Virtu Financial Ashley Kryshtalsky is the Global Head of Product on Virtu Financial’s Workflow Technology team for the Triton EMS platform. She is the subject matter expert on automation and multi-asset trading in the Triton EMS platform and is responsible for new product initiatives, owning the product lifecycle from initial concept to delivery. Ashley joined ITG in...
Antony Macchiarulo, Assistant Vice President, Financial Services Operations & Assistant General Counsel, SIFMA Mr. Macchiarulo oversees services provided to member institutions related to Shortening the Settlement Cycle to T+1, Unclaimed Property Rules, Clearing Firm Initiatives, and Proxy Regulation. Mr. Macchiarulo is focused on major industry regulatory and legislative issues such as risk and liability mitigation, infrastructure, business resiliency and operating compliance. He has also played...
Amy May, Executive Director, Electronic Trading, Morgan Stanley Morgan Stanley Amy May runs the global Morgan Stanley Electronic Trading (MSET) vendor management team. A member of the firm since 1996, Amy and the vendor management team cover global connectivity for all high touch and low touch algorithmic and direct market access for equities, options and futures products. Amy started her career at Morgan Stanley in...
Further speakers to be announced