Agenda

Agenda

Agenda

Day 1

 

08:00

Registration and breakfast

08:50

Welcome address:

Editor, FX Week

09:00

Macro panel: Global uncertainty, trade wars and slowing growth

  • Where do we see growth? Will it be synchronized or not? 
  • How is monetary policy affecting growth?
  • Can we expect US-EU trade tensions?
  • When will volatility return to markets? 

Moderator: Helen Thomas, CEO, Blonde Money

James Ashley, Head of International Market Strategy, Goldman Sachs Asset Management     
David Nowakowski
, Director, Strategist Multi Asset and Macro Team, Aviva 
Philippe Waechter
, Chief Economist, Ostrum Asset Management 
Guy Verberne
, Chief Economist, PGGM

9:45

Spotlight on Brexit: your questions answered

  • Q&As interview
  • What role will the UK play on the world stage post-Brexit?
  • What will be the implications of Brexit for both EU and UK firms? 
  • Will London lose its place as the clearing capital of Europe? 

David Page, Senior Economist, AXA Investment Mangers

10:20

Algo trading panel: has the hype reached reality?

  • What are the latest innovations traders need to be aware of?
  • How far could algorithmic trading eventually extend? Will it transform FX swaps and options?
  • How will fintech change the markets ecosystem and how can you profit from this change?

Alex Smyth, Head of Trading, Florin Court Capital

10:50 

Morning break and opportunity to network

 

Trading Stream

Investor Stream

11:15  

Presentation: Data, AI and ML: How can the buy-side thrive in today’s data-driven and automation-led landscape?

  • How can alternative data sets be used in research?
  • What needs to be improved in order to normalise data for AI and ML?
  • Are AI and ML benefiting underlying returns? 
  • How can you use market data for pre, execution and post trade analysis?

Charles Ellis, Trader and Quantitative Strategist, Mediolanum Asset Management

Geopolitics panel: China, bilateralism versus multilateralism, and the new world order 

  • US-China relationship – will it continue to deteriorate?
  • Impact of Democrat House of Representatives on Trump’s presidency
  • Tensions in Middle East and impact of oil prices for dollar
  • EU post-Brexit and post-Merkel – how to position your portfolio
  • Is Macron’s crisis in France a danger to all of Europe? 

ModeratorElena Komileva, Chief Economist, Director, G+ Economics

Andrea Ianelli, Fixed Income Investment Director, Fidelity International 

Elliot Hentov, Head of Policy and Research, State Street Global Advisors 
Eric Huttman, Portfolio Manager, Millennium Global Investments

11:55

 

Panel: Emerging Markets – Outlook for 2019

  • Which markets are most bullish in 2019? And which are most bearish? 
  • What is the impact of oil revenues on oil-producing developing nations?
  • What are the risks and opportunities to prepare for in 2020? 
  • Will the US-China conflict continue to hurt innocents?

Kaan Nazli, Senior Economist, Neuberger Berman

Onursal Kilic, Lead Portfolio Manager, MN Investment Partners

12:35

Lunch and opportunity to network

1:35

Fireside chat: Policing FX  

  • What are the consequences of breaking the FX Global Code?
  • How can we make it easier for the Buy Side to sign up? What about a section specifically for Asset Managers to sign up to?
  • Will there be measures to confirm adherence for adopters? 
  • Should voluntary codes be recognised by the Bank of England?
  • Was there enough input from the buy side into the FX Code of Conduct as we have it today?

14:10

Presentation with Q&A: The future of the Eurozone amid sluggish growth

  • What measures are necessary for the Eurozone to fully recover from the financial crash of 2008?
  • Would a strengthened banking union and capital markets union help accelerate economic progress?
  • Does Italy threaten a new European debt crisis? If so, how can it be averted? 

14:40

Afternoon break and opportunity to network

15:00 

Panel: Navigating the shifting liquidity landscape – TCA, execution and transparency

  • Bank and non-bank LPs: which offers the best value and how do they co-exist? Will the latter eventually take over from the former?
  • Are we now comfortable with last look? Where else do we need transparency? 
  • How can TCA enhance execution and trade analysis? 
  • What themes will dominate FX trading over the next 12 months? 

Thomas Wind, Executive Director, Head of FX and Trading, Woodman Asset Management

Cyril Batkin, Senior Trader, Candriam 

Robbert Sijbrandij, Head of FX, Flow Traders

15:45

Champagne Roundtables  

1. Cryptocurrencies – should you take the leap?

  • Should exchanges trade a crypto index? 
  • How compelling is the argument that crypto is not a suitable store of value, unit of account and means of exchange?
  • Are the available custody solutions sufficient? 

2. Asian markets 

  • How will Asian markets evolve in 2020 in terms of tradability, access for foreign participants, derivatives and liquidity? 
  • What is the role of intermediary currencies such as Yen and Aussie dollar in translating prices from APAC currencies to G10 currencies? 
  • What is the impact of Chinese ‘debt diplomacy’? 
  • Is regulation tighter in Asia? 

3. What is the future of FX swaps and options?

16:30

Chair closing remarks

16:40 

Drinks reception

Day 2

08:00

Registration and breakfast

08:40

Welcome address

Editor, FX Week

09:00

Exhibition of platforms and providers

Participating FX trading venues are invited to present updates about the venue and possible new features

10:00

Central bankers’ panel: Sovereign debt crisis, economic uncertainty and balance sheet shifts  

  • Is the bearish euro consensus correct?
  • Policy convergence – implications for FX of QT
  • Increased geopolitical instability: what is the impact on investing?  
  • How will European monetary policy evolve? 

Imene Rahmouni-Rousseau, Director of Markets, Banque de France 

10:45

Morning networking break

11:10

Panel: Innovation in prime brokerage, credit and clearing: tighter credit, disruptors and new technologies 

  • Will credit switching platforms be disruptive?
  • Is there the risk of “subprime” in PB with the rise of participants?
  • Can PB and clearing coexist?
  • How are PB offerings evolving?
  • Clearing, PB or PoP: which offers the best value?

11:55

Corporate Treasurers’ panel:

  • What is your most pressing hedging risk? Credit, interest rate, FX or other? 
  • What is the biggest threat to the treasury function going forward?
  • Brexit – will there be a significant outflow of talent, corporations and institutions from London?

12:35

All-Star Pension Fund Perspectives panel

  • Sluggish growth, rising protectionism and the unwinding of QE – are investors and asset owners prepared for a period of lower returns? 
  • Fiduciary duty – who owes what to whom and how do asset managers ensure best execution? 
  • Will UK pension funds have to clear trades with European counterparties post-Brexit? (no-deal scenario) 
  • With only one in four European pension funds confident that the region has recovered after the financial crisis, what is the outlook for 2020?

Tjerk Methorst, Senior Trader, PGGM

13:20

Lunch and opportunity to network