Americas Trading Briefing 2019 - Boston Speakers

November 6, 2019

Speakers

Amy May

Amy May, Executive Director, Electronic Trading, Morgan Stanley and 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 cash, program, algorithmic and direct market access offering for equities, options and futures products . Amy started her career at Morgan Stanley in their Tokyo branch and...

Bill Hebert

Bill Hebert, Co-Chair Global Member Services Committee, FIX Trading Community William H. Hebert is a senior industry advisor and consultant working with various organizations and committees in both financial services and other industries. Throughout his career Mr. Hebert has been responsible for strategic technology, product and business development, electronic trading & trading systems technology, global market structure initiatives, client relationship management and strategic partnerships. Mr....

Daniel 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 Hagen

David Hagen, HEAD OF PRODUCT, Luminex Trading INDUSTRY EXPERIENCE / SPECIALIZATION Luminex is owned and operated by a consortium of leading investment management firms working together to innovate today’s block trading process. Prior to joining Luminex Trading & Analytics LLC, David was a Director at Pico Quantitative Trading, focused on expanding Pico’s services to the Institutional trading community. PREVIOUS POSITIONS Prior to Pico, David spent...

Emiko Kamoda

Emiko Kamoda, Managing Director, COO Global Equities Execution Services, Goldman Sachs. Emiko is the Chief Operations Officer for Global Equities Execution Services, where she manages business metrics, client connectivity and onboarding globally. In her previous role, she oversaw strategic equities initiatives related to the electronic trading business. Prior to that, Emiko led the development of algorithmic trading products in the Americas and has also worked...

Gabino Roche

Gabino has over 20 years of experience in building technology solutions for Fortune 500 companies and start-ups from the 1990s Dot-com era till now. He’s a former McKinsey & Company firm member where he learned and was focused on delivering products faster to market. That enabled him to take on a role at NYSE as Managing Director of application development to help their startup division ramp...

Garrett Nenner

Garrett Nenner, Head of Global Trading Product, Linedata Garrett Nenner is Head of Global Trading Product for Linedata. Previously Head of Trading Technologies for Evercore Investment Bank, Garrett offers unique expertise into advanced electronic trading and risk technologies from previous roles as a former quantitative high-volume portfolio manager/trader, advanced EMS/OMS product manager, and market structure expert. Garrett has more than 18 years in roles spanning...

Ignatius John

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 the co-founder and president of Alpha Omega Financial Systems whose technology is delivered as NYFIX Matching through a partnership with Itiviti, Ignatius has helped build post-trade solutions for both asset managers and broker dealers worldwide using the industry standard FIX...

Jack Pollina

Jack Pollina, Managing Director Commission Management and Outsourced Trading, Virtu Financial Jack Pollina is global head of the Commission Management Services and Outsourced Trading at Virtu Financial. Jack has been with Virtu ITG for 22 years and has extensive experience in the CCA/CSA business and regulations. Prior to joining Virtu, Jack spent 7 years at Lehman Brothers and worked in both the soft dollar and...

Lael Wakefield

Lael Wakefield is President of the Americas for Itiviti and is responsible for all aspects of the business as well as the 120 employees within the region. Their new Connect and Trade solutions portfolios make up one of the most comprehensive offerings in capital markets technologies and services – providing the functionality to match any trading style across asset classes. After a brief stint in...

Larry Tabb

Larry Tabb is the Director of Market Structure Research at Bloomberg, LLP. Currently Larry is building out his research team to develop research and insight on financial markets infrastructure, technology, regulation, trading practices and industry issues. Prior to joining Bloomberg in June 2020, Larry was the Research Chairman of TABB Group, the financial markets’ strategic advisory and research firm where he managed research and consulting...

Laurence Jones

Laurence Jones, Director, Post-Trade Strategy, Traiana Laurence Jones is the current chair of the FIX Global Post-Trade Working Group and also the creator and chair of the Post-Trade Innovation sub-group, where he helped create the recently published FIX standards to support periodic payment confirmation. He is a Director within Post Trade Strategy at Traiana, part of the CME Group where he is responsible for creating...

Lisa Taikitsadaporn

Ms. Taikitsadaporn has over 20 years of experience with the FIX Protocol and its use for straight-through processing, covering pre-trade, trade, post-trade, clearing and regulatory reporting across different asset classes. Since founding Brook Path Partners in 2001, she has advised her clients on using FIX beyond just orders and executions into other functional areas that FIX supports today. More recently she has been consulting on...

Louis Rosato

Louis John Rosato, III, Co-Chair Americas Regional Committee, FIX Trading Community, Director, BlackRock Louis John Rosato, III, Director, is a member of BlackRock’s Global Investment Operations Leadership. He oversees Global Investment Operations – Industry Engagement & Strategy in partnership with Blackrock’s Counterparties, Providers, Vendors, Industry Organizations and Clients. And, is responsible for global oversight across the Post Trade and Asset Servicing functions for all products...

Naveen TV

Naveen TV, Managing Director, Product Development, Custody & Fund Services, J.P. Morgan Naveen TV works in Securities Services Product development at J.P. Morgan. Naveen has over 16 years of financial services industry experience. In his current role, his is responsible for Extended Enterprise which includes data platform & strategy and implementing best-in-class operating models for J.P.Morgan Securities Services’s clients. Previously, he managed custody operations, investment...

Sarva Srinivasan

Sarva Srinivasan, Founder and President, EZOPS Sarva has experience in global sales, product engineering and deployment of targeted technology & operation solutions to financial institutions across the globe. Prior to founding EZOPS, he worked at Calypso, Quinnox, Oracle Financial Services, Wipro & two start-ups spanning 20+ years. Sarva has a B.Tech in Computer Science from IIT, Madras & a PGDM from IIM, Bangalore.

Scott Atwell

Scott P. Atwell, Director, FIX Trading Community, Manager of FIX Trading and Connectivity, American Century Investments Scott Atwell is the Manager of FIX Trading and Connectivity for American Century Investments, a leading investment manager committed to delivering superior investment performance and building long-term client relationships since 1958. Serving investment professionals, institutions, corporations and individual investors, American Century Investments offers a broad array of products across...

Steven Morgan

Steven Morgan, Managing Director ICG Markets Operations & Technology, Citi Steven Morgan was named Global Head of Securities Settlements Operations & Technology in January 2017. In April 2017 Steve also assumed responsibility for Operations Client and Control Technology. Previous to this role Steven held roles as the head of Prime Finance Operations in April [2016 – 2017] and Co-Head of Capital Markets Operations Middle Office...

Tom Jordan

Tom Jordan, President and CEO, Jordan & Jordan Tom Jordan is President and CEO. From 1985-1990, he was the Managing Director of Knight-Ridder Financial/Americas. Prior to this, he was the Chairman of Monchik-Weber, a Wall Street consulting and product development firm. He also held development and marketing positions at IBM. Tom was a co-founder of the Financial Information Forum (FIF) and the initial Chair of FISD....