Summer Trading Network

FinTech has been the hottest topic in capital markets in recent years. 

It’s exciting stuff. But the road from concept to execution to success can be a long one. 

Where do we stand?

Markets Media’s 8th Annual Summer Trading event will explore this question, through the prism of four of the ‘buzziest’ fintech applications: artificial intelligence, blockchain, cloud, and data. Call it the ABCDs. The afternoon will consist of a series of highly interactive presentations and ‘fireside’ Q&A discussions with some of the largest and most influential fintech players, plus a new segment we are calling 'The FinTank' devoted to start-up and emerging fintech companies.

Register now to confirm your place. Startup rate applies (see below). 

Location:
The Standard, High Line

High Line Room
848 Washington Street (corner of 13th St)
New York, NY 10014

Register now (695.00)

Contact Lisa Kim at lkim@marketsmedia.com for a reduced startup rate of $195 per pass (subject to approval) or for group discounts.

AGENDA

1:30PM · Registration and Networking

2:00PM · Opening Remarks

Mohan Virdee, CEO, Markets Media Group

2:05PM · Fireside Chat: The Convergence of Fintech and Regtech

Mike Beller, CEO, Thesys Technologies, LLC & Tradeworx, Inc. 
Richard Johnson, Vice President, Market Structure & Technology, Greenwich Associates (M)

Mike Beller and Richard Johnson discuss the future of fintech and regtech and the importance of the SEC mandated Consolidated Audit Trail (CAT) - Thesys Technologies was recently selected to develop and implement the CAT system.

2:25PM · Fireside Chat

Roy Ben-Alta, Solution Architect & Principal Business Development Manager, Amazon Web Services
William Fenick, Strategy & Marketing Director, Financial Services, Interxion (M)

2:45PM · Networking Break

3:05PM · Fireside Chat: The Future of the Cloud

Ulku Rowe, Technical Director of Financial Services in the Office of the CTO, Google Cloud
John Adam, Global Head of Client & Product Strategy, Portware, a FactSet Company

Storing and managing data on a remote, scalable architecture provides the agility and flexibility that market participants need to compete in the future. But migrating to the cloud can be a massive endeavor. How will financial services firms adapt? Who are the first movers, and who risks being left behind?

3:25PM · Special Presentation

The Long & Winding Path to Blockchain Adoption in Financial Services

Tim Coates, Managing Consultant, Synechron 

3:40PM · Fireside Chat: Artificial Intelligence

Tom Eck, CTO, Industry Platforms, IBM
Vikas Shah, Managing Director, Investment Banking, Rosenblatt Securities (M)

4:00PM · The FinTank

MM Group editors team up with leading Fintech VC’s and participating startups in this lighthearted rapid-fire segment to close out Summer Fintech 2017. Stay tuned for details.

5:00PM · Networking Reception 

 

Register now ($695.00)

 

 

PARTICIPATING FIRMS


 

 

     



EVENT PARTNERS


 

 

Wachsman PR


WITH THANKS TO OUR SPONSORS

interxion

We are a leading provider of carrier- and cloud-neutral colocation data centre services in Europe. We support over 1,500 customers through 45 data centres across 11 countries, enabling these customers to securely deliver mission-critical applications and content to end consumers, with excellent response time performance.

Our head office is in Amsterdam, The Netherlands, and we operate in the major metropolitan areas of Europe including London, Frankfurt, Paris and Amsterdam. We locate our data centres close to city centres and ensure they have excellent power availability and connectivity. We house more than 600 connectivity providers and Internet service providers and 21 European Internet exchanges.

By colocating IT infrastructure with us, our customers can cut both capital and operational costs while improving application performance, achieving increased business flexibility and realising the value of community membership. 

Synechron is a global consulting and technology organization providing innovative solutions to the financial services industry through its three main business focus areas: digital, business consulting, and technology. Based in New York, the company has 18 offices around the globe, with over 8,000 employees producing over $500M in annual revenue. For more information on the Company please visit the website or our LinkedIn community.

 

SPEAKERS

JOHN ADAM

Global Head of Client & Product Strategy
Portware, a FactSet Company

John Adam is a proven product innovator who brings two decades of extensive FinTech experience to Portware. As Global Head of Client & Product Strategy, John works closely with Portware’s client advisory board to provide strategic direction into Portware’s full product portfolio, including Portware Enterprise, Portware FX, and Alpha Pro. John drives Portware’s focus on the overall client experience and ongoing product innovation, directly contributing to the company’s corporate growth and surge in adoption from large global asset managers.  Following FactSet’s acquisition of Portware, John is a key contributor to the working group responsible for delivering open and intelligent interoperability between Portware and FactSet’s broader family of products.

Having joined Portware in 2013, John has worked to grow Portware’s market-leading position by continuously enhancing the industry’s first “thinking” execution management system (EMS) to give traders unprecedented levels of decision support, automation, smart workflows, and predictive analytics across asset classes. Prior to Portware, John helped to grow Liqudnet’s member base and trading volume in his positions as Director of Product Management, a role in which he standardized and grew the number of Liquidnet’s OMS and EMS vendor interfaces, Director of Corporate Strategy, and as a founding member of the Equity Capital markets team, where he developed their buyback workflow for Liquidnet ATS.  Earlier in his career he held senior technology positions at Sybase, Slam Dunk Networks, and NEON. John holds a B.A. in International Relations from the Maxwell School at Syracuse University.

MIKE BELLER

CEO
Thesys Technologies, LLC & Tradeworx, Inc.

Mike Beller is the Chief Executive Officer of Tradeworx, Inc. and Chief Executive Officer of Thesys Technologies, LLC. Prior to becoming CEO in 2015, he served as Tradeworx’s CTO since the firm’s inception in 1999, architecting it’s industry-leading lowlatency trading and big data analytics platforms. Mike has 25+ years’ experience in finance, telecom and information technology industries. Prior to Tradeworx, he cofounded PenVision, a mobile field force automation company. Before this, he was a research engineer in the areas of wireless communications and cryptography at Bell Communications Research (Bellcore). Mike received his BS in Electrical Engineering from Cornell University (’86), and his MS in Electrical Engineering from Columbia University (’88). 

ROY BEN-ALTA

Solution Architect & Principal Business Development Manager
Amazon Web Services

Roy ben-Alta is a solution architect and principal business development manager at Amazon Web Services in New York. He focuses on AI and Real-Time Streaming Technologies. Roy is working with AWS customers in building data-driven products, whether batch or real-time, and creating solutions powered by ML in the cloud. Roy has worked in the data and analytics industry for over a decade, and has helped hundreds of customers bring compelling data-driven products to the market. Roy is part of the advisory board of Applied Mathematics and Data Science of Post University, CT. Roy holds a BSc in Information Systems and MBA from University Of Georgia.

JUSTIN BROWNHILL

Managing Partner
SenaHill Partners

Justin Brownhill brings the unique experience of both executive management and investment banking to the Capital Markets, Financial Services, FinTech and Software sectors.

Brownhill was the award-winning founder, CEO and Chairman of The Receivables Exchange (TRE), the first-to-market, real-time online institutional marketplace for the purchase and sale of working capital—a $17 trillion market. Named the most innovative e-commerce company in the world for 2010 by The Wall Street Journal, TRE launched a joint strategic initiative with the NYSE, with investors such as NYSE and Bain Capital. He earned accolades from major news outlets and business organizations, including Institutional Investor (as a “Top 50” financial technology disruptor in 2011 and a “Top 40” innovator in 2010), Business Insider’s “Coolest People in Tech” in NYC, Silicon Alley’s “Top 100” list, Silicon Bayou’s “Top 100” list, the American Business (“Stevie”) Awards, and Ernst & Young as a 2010 finalist for “Entrepreneur of the Year”.

Prior to founding TRE, he was a managing director at Citigroup’s Corporate & Investment Bank, involved with their global electronic trading, market structure, and exchange strategy teams. Before Citigroup, he was on the executive team at Lava Trading as head of all Corporate and Business units – from product management to sales & marketing for its core Sell-side product solution, and was also responsible for founding LavaFX (ECN), ColorPalette (OMS) and its Buy-side (Institutional) trading unit, and was instrumental to its acquisition by Citigroup in 2004.

TIM COATES

Managing Consultant
Synechron

Tim Coates is a Managing Consultant on the Synechron Business Consulting team based in London. He has six years’ financial services consulting experience focused on operating model transformations, regulatory compliance and cost reduction initiatives. He works day-to-day with Synechron’s clients and combines analytical, visualization and technology insights to develop highly-tailored solutions that resolve complex client business challenges.

Coates has helped Synechron’s clients to understand how new regulations and digital technologies will impact their business operations and was instrumental in developing Synechcron’s KYC utility and insurance blockchain accelerators. Prior to Synechron, Coates was a Senior Consultant at Ernst & Young, and he received his bachelor’s and master’s degrees from the University of Sydney. 

TOM ECK

CTO, Industry Platforms
IBM

As IBM's Industry Platforms CTO, Tom Eck gets to work with incredible people and killer tools that are shaping the future of financial services technology. His mission is to help developers create the next generation of financial services applications rapidly and securely.

WILLIAM FENICK

Strategy & Marketing Director, Financial Services
Interxion

Bill has over 20+ years of financial services industry experience in a variety of strategy, sales and marketing roles at Tibco Inc and Thomson Reuters.

Before taking up his current position in September 2013 at Interxion, Bill drove business development for Elektron Managed Services at Thomson Reuters, where he drew on his successful track record in developing and marketing services for data distribution technology, managed services, co-location and hosting in the global marketplace. Prior to starting in the financial services industry, Bill was a lecturer at the University of Vienna and held a post-doctoral post at the Austrian Academy of Sciences.

Bill holds a PhD from University of Vienna, an MA from Webster University in Vienna and a BA from UCLA.

RICHARD JOHNSON

Vice President, Market Structure & Technology
Greenwich Associates

Richard Johnson focuses on equities and financial technology in the Firm’s Market Structure and Technology practice. He has 20 years of industry experience in financial markets specializing in equities electronic trading.

Prior to joining the Firm, Richard was consulting with companies focused on bitcoin and blockchain technology. Richard began his career in trading at Investment Technology Group and later became a founding employee at Miletus Trading where he served as Head of Trading. Richard has also held senior roles in product management and business development at Liquidnet and Societe Generale where he ran Electronic Trading in the Americas.

Richard holds a BA in Economics and Statistics from the University of Exeter.

DR. JOCK PERCY

Founder & CEO
Perseus

Dr. Jock Percy is the founder and CEO of Perseus, one of the world’s leading managed services provider of high-speed global networks, colocation and trading technologies. He launched the company in 2009. Since then, it has expanded rapidly across the financial, digital commerce, media and iGaming industries and was recently acquired by GTT Communication. Prior to establishing the company, Dr Percy spent several years as an economist. He previously held positions at Sharp Corp., BT, Double Helix and Ace*Comm, and was Founder and CTO of FXecosystem. He was educated at University of Canterbury, NZ and University College, London and is a member of the Young President Organization New York Chapter. Dr. Percy is also an active philanthropist supporting the Oceanic Society and Play Rugby USA.

ULKU ROWE

Technical Director of Financial Services in the Office of the CTO
Google Cloud

Ulku Rowe is the Technical Director of Financial Services in  the Office of the CTO at Google Cloud. 

Before joining Google, Ulku was a Managing Director at  J.P. Morgan, where she was the Global Head and CTO of  Credit Risk Technology. Prior to that, Ulku was a Managing  Director at Bank of America Merrill Lynch, where she was  the Global Head of Market Risk Technology. Earlier in her  career, she held a variety of technology leadership  positions at UBS building trading and analytics systems. 

Throughout her career, she helped drive business transformation through technical innovation  and leadership. Her focus has been building highly scalable, enterprise systems leveraging grid  computing, quantitative analytics and big data technologies. 

Ulku received her BS degree in Computer Engineering from Bosphorus University in Istanbul and  her MS degree in Computer Science from University of Illinois at Urbana-Champaign. 

She serves on the Board of Directors of the Fulbright Association. 

Vikas Shah

Manging Director, Investment Banking
Rosenblatt Securities

Vikas Shah is the Managing Director of Investment Banking at Rosenblatt Securities, focused almost entirely on FinTech. Prior to joining Rosenblatt, he was an investment banker at Credit Suisse advising financial services clients on various strategic initiatives, including corporate finance, M&A, and restructuring. Earlier, he headed principal investments for AIG’s Financial Services businesses, where he was responsible for investing across a broad spectrum of companies, including trading and capital markets, investments and finance businesses. He received his MBA from New York University’s Stern School of Business. He is a charter member of Global Association of Risk Professionals and is a certified Financial Risk Manager (FRM).

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