2020 TraderForum FX Trading Summit

Harvey Shapiro

Senior Advisor

Institutional Investor, Inc.

Harvey Shapiro has been associated with Institutional Investor since 1972 and is currently Senior Advisor to Institutional Investor Conferences and Senior Contributing Editor of Institutional Investor Magazine. Harvey has written and edited articles on a broad range of financial topics. In addition, he has been the Personal Finance Columnist for The New York Times and has written for a number of other leading magazines and newspapers. Harvey has also been a consultant to the President's Commission on Income Maintenance Programs, the Cabinet Committee on Cable Communications, the Ford Foundation, and the Rand Corporation. He has been a speech writer for a number of U.S. political candidates and senior corporate executives. Harvey has also been an Adjunct Professor at Columbia University, where he was a Walter Bagehot Fellow in Business and Finance. He received the University of Missouri's annual award "for excellence in financial reporting" on two occasions and is listed in "Who's Who in Finance" and "Who's Who in America." Harvey holds degrees from the University of Wisconsin, Princeton University and the University of Chicago.

Paul Aston

Chief Executive Officer

Tixall Global Advisors, LLC

Paul is the Chief Executive Officer of Tixall Global Advisors, a microstructure firm that specializes in algorithmic trading, quantitative strategies, optimal implementation, best execution and alpha generation within foreign exchange, interest rate and derivatives markets.Tixall provides unique analytic insights and trading solutions to the World’s leading institutional investors, hedge funds, pension funds, corporations and government entities. The firm and its principals are known their pioneering thought-leadership, relentless idea generation, creativity and innovation in helping clients manage and address a myriad of challenges throughout the investment, trading and decision making process.Paul has well over two-decades of experience in the financial industry.Specializing in systematic trading strategies, algorithmic execution, quantitative alpha generation and optimal hedging for multi-asset strategies - including global equities, fixed income and currencies - Paul has held strategist, portfolio manager, sales and trading positons on both the buy-side and sell-side of the industry.On the buy-side, Paul has held prominent positions at Baring Asset Management, Santander Global Advisors, Putnam Investments, Fleet/Columbia Management and at his own fund Prometheus Quantitative Strategies, while on the sell-side Paul has held senior level positions at Bank of America, Morgan Stanley and TD Securities.Paul is established as one of the industry’s leading authorities on the subject of market microstructure and transaction cost analysis (TCA) in global foreign exchange. He has published a myriad of widely read papers on these subjects and is the named inventor of two important patents for FX TCA solutions.Paul holds Master degrees in Mathematical Economics and Business Administration from Boston University, along with a Bachelors degree in Music Composition from Boston University and the New England Conservatory of Music.

Will Llamas

Director, Relationship Manager

Greenwich Associates

Will Llamas is responsible for supporting Greenwich Associates’ relationship management and marketing initiatives with key decision-makers at priority buy-side institutions. Will, who is also an avid chef and a private volleyball coach, graduated from Elon University with a BSBA in Marketing with a minor in Finance.

Matt O'Hara

CEO Americas

360T Trading Networks

Matt O'Hara joined 360T in 2015 with over 20 years of market knowledge and experience within the financial industry. Matt joined 360T from Thomson Reuters where he was a Senior Vice President and Head of Capital Markets in the Americas. He joined Reuters in 2006 as the Head of FX & MM for the Americas and went on to manage Global FX Business Development and Operations. Prior to joining Reuters, he held senior FX and eCommerce management roles in London, Chicago and New York while working for The First National Bank of Chicago, Bank One and JP Morgan. His primary responsibilities at 360T encompass driving all growth and business activities in Americas.

Karen Phillips

Head of Transactions Relationship Management

Refinitiv

Karen manages the new business and relationship management teams covering FXall and Matching clients in the Americas for Refinitiv (formerly the Financial and Risk division of Thomson Reuters). Karen joined Thomson Reuters with the acquisition of FXall in August 2012 as the Americas Head of Relationship Management. As a member of the executive team at FXall, she worked on the IPO in February 2012 and subsequent integration into Thomson Reuters. Karen started at FXall in 2001 shortly after the launch of the company in Sales, and in 2006 was promoted to Head of Services in the Americas. 

John Radle

Managing Director, Global Head of Trading

Campbell & Company

John Radle is the Global Head of Trading for Campbell & Company, a systematic multi-strat hedge fund based in Baltimore with $4 billion under management. He manages seven traders across three geographic regions - Asia, Europe, and North America. He is responsible for the global execution of cash equities, derivatives, foreign exchange including NDFs, Credit Default Swaps (CDS), Interest Rate Swaps (IRS), and London Metal Exchange (LME) markets utilizing high-touch, direct-market-access, and algorithmic methods. He chairs the firm’s Best Execution Committee. John has over 30 years of institutional trading experience splitting his time between both the buy-side and the sell-side.John earned a BBA in Finance from Texas Christian University (TCU) in Fort Worth, TX. He also earned an MBA in Management of Technology from Johns Hopkins University in Baltimore, MD.

Brad Bechtel

Global Head of Foreign Exchange

Jefferies

Brad Bechtel is a Managing Director and Global Head of the Foreign Exchange Department for Jefferies based in New York. Brad’s primary focus is delivering the full value of Jefferies FX products to the firm’s clients and helping his team realize the firm’s goal of “clients first always”. Jefferies FX seeks to provide customized solutions to clients to manage their ever evolving execution and trade analysis requirements utilizing the latest available technology. Brad joined Jefferies in April of 2015 from Faros Trading where he helped found the firm and build the business over a 5 year period as a Managing Director and Head of Sales and from Goldman Sachs where he spent 13 years before that. Brad specializes in sales, trading and strategy and is active in both developed and emerging market currencies both as a market maker and client coverage person. He also writes a daily strategy piece called the Jefferies Macro Minute and is widely quoted in various industry and market publications.

Philippe Burke

Portfolio Manager

Apache Capital Management, LLC

Prior to Apache Capital, Philippe was a Principal and head of Global Leveraged Strategies at Morgan Stanley (1997-98). Philippe joined Morgan from Lehman Brothers where he was an SVP (1991-97) and held the positions of Proprietary Trader, head Derivative Strategist, senior Structured Bond Trader, and head of Structured Swaps during his tenure.

Brendan Burke

Vice President, Business Development and Relationship Management, Foreign Exchange

Brown Brothers Harriman & Co.

Brendan Burke, Vice President, is responsible for Business Development & Relationship Management for Foreign Exchange at Brown Brothers Harriman. Brendan has worked at the firm for over 15 years, on both the buy-side and sell-side, in a variety of roles across Operations, Client Service, Relationship Management and Business Development. Brendan has a BA degree from New York University, and is a graduate of BBH’s Management Training Program.

Scott Ferguson

Institutional Portfolio Analyst

Brown Advisory

Scott Ferguson is an Institutional Portfolio Analyst at Brown Advisory under the Trade Management division. He is responsible for the trade implementation and portfolio modeling within Brown’s equity strategies, including international exposure and repatriation analysis. Prior to joining Brown Advisory, Scott was a Trader at Campbell and Company, focusing on foreign exchange and commodity futures.

Rob Scalzo

Managing Director - Head of Operations

Epoch Investment Partners, Inc.

Rob is the Head of Operations for Epoch Investment Partners. He oversees the day-to-day activities of the Operations Team such as settling trades, performing portfolio accounting and processing corporate actions. Prior to joining Epoch in 2014, Rob was most recently the Head of Trade Support at Jennison Associates, a wholly owned subsidiary of Prudential Financial with $178B in AUM. There he managed a team responsible for supporting the equity, fixed income and quant trading desks. Prior to Jennison, Rob was a senior member of the Derivative Operations team at Moore Capital Management. Rob holds a BA in Psychology and an MBA from Wagner College.

James Fishback

Portfolio Manager

Macrovoyant

Paul Aston

Chief Executive Officer

Tixall Global Advisors, LLC

Paul is the Chief Executive Officer of Tixall Global Advisors, a microstructure firm that specializes in algorithmic trading, quantitative strategies, optimal implementation, best execution and alpha generation within foreign exchange, interest rate and derivatives markets.Tixall provides unique analytic insights and trading solutions to the World’s leading institutional investors, hedge funds, pension funds, corporations and government entities. The firm and its principals are known their pioneering thought-leadership, relentless idea generation, creativity and innovation in helping clients manage and address a myriad of challenges throughout the investment, trading and decision making process.Paul has well over two-decades of experience in the financial industry.Specializing in systematic trading strategies, algorithmic execution, quantitative alpha generation and optimal hedging for multi-asset strategies - including global equities, fixed income and currencies - Paul has held strategist, portfolio manager, sales and trading positons on both the buy-side and sell-side of the industry.On the buy-side, Paul has held prominent positions at Baring Asset Management, Santander Global Advisors, Putnam Investments, Fleet/Columbia Management and at his own fund Prometheus Quantitative Strategies, while on the sell-side Paul has held senior level positions at Bank of America, Morgan Stanley and TD Securities.Paul is established as one of the industry’s leading authorities on the subject of market microstructure and transaction cost analysis (TCA) in global foreign exchange. He has published a myriad of widely read papers on these subjects and is the named inventor of two important patents for FX TCA solutions.Paul holds Master degrees in Mathematical Economics and Business Administration from Boston University, along with a Bachelors degree in Music Composition from Boston University and the New England Conservatory of Music.

Stephen Hedger

Director of Trading and Investment Operations

Fifth Third Bank

Stephen Hedger is currently Director of Trading and Investment Operations of ClearArc Capital (Formerly Fifth Third Asset Management), which is a fully owned subsidiary of Fifth Third Bank. ClearArc Capital has approximately $7.5 billion in assets under management and manages institutional accounts, private funds, collective funds, and sub-advises a registered mutual fund. Stephen oversees all of the investment operations and investment technology systems of the firm including trading, performance measurement, investment composites, and investment accounting. The firm’s three person equity trading desk and ten person alternative and fixed income desk utilizes the Charles River investment management system for domestic and international multi asset class instruments, FXall for currencies, and RealTick as their equity execution management system. Stephen joined Fifth Third Bank in 1999. He has held several roles at Fifth Third including Portfolio Manager for the Private Bank and Managing Director of Trading and Investment Operations for Fifth Third Asset Management. Prior to joining Fifth Third he was Managing Director at Glaser Capital, a Cincinnati-based boutique that provided investment banking, research and trading services.Stephen earned a BBA from the University of Cincinnati.

Joseph Kalish

Chief Global Macro Strategist

Ned Davis Research Group

Joseph Kalish is the Chief Global Macro Strategist for Ned Davis Research Group. He has been following and studying financial and economic trends for over 30 years. He and his team are responsible for all of the firm’s bond and economic analysis.Joe authors several publications. On the fixed income side, he writes a monthly strategy Focus on global trends and one on U.S. trends. He supplements his analysis with weekly Comment pieces on both the global and U.S. outlooks. Joe is a regular contributor to other macro publications, including Featured Reports, the U.S. Economic Focus, and the U.S. Daily Economic Perspectives. The Macro team also assists the firm’s equity strategists by identifying relevant economic trends and fundamental themes and providing historical market perspectives. They collaborate with the Global Strategy team and provide economic analysis through global and regional commentary. They also work closely with the U.S. Strategy team in helping to formulate the economic outlook for the major sectors of the economy. In recent years, Joe has been particularly focused on credit trends and credit-sensitive sectors of the economy, including residential and commercial real estate, automotive, banking, manufacturing, and trade and has written extensively on these topics. In addition to the bond and economic analysis, Joe has held a number of other positions since joining the company in July 1986 including: editor of Industry Watch (an analysis of equity group trends), editor of Techno-Fundamental Ranks (a stock screening service), and associate editor of Stock Market Strategy. Joe was also a portfolio manager and trader for an equity mutual fund for five years. Joe is a member of the National Association for Business Economics. He is regularly quoted and interviewed by the financial media in the U.S. and internationally, and is a sought-after speaker and presenter. Joe received his Bachelor of Science degree in Information Systems Management cum laude from the University of Maryland and his Master of Business Administration degree in Finance, with distinction, from Stern School of Business of New York University.

Harvey Shapiro

Senior Advisor

Institutional Investor, Inc.

Harvey Shapiro has been associated with Institutional Investor since 1972 and is currently Senior Advisor to Institutional Investor Conferences and Senior Contributing Editor of Institutional Investor Magazine. Harvey has written and edited articles on a broad range of financial topics. In addition, he has been the Personal Finance Columnist for The New York Times and has written for a number of other leading magazines and newspapers. Harvey has also been a consultant to the President's Commission on Income Maintenance Programs, the Cabinet Committee on Cable Communications, the Ford Foundation, and the Rand Corporation. He has been a speech writer for a number of U.S. political candidates and senior corporate executives. Harvey has also been an Adjunct Professor at Columbia University, where he was a Walter Bagehot Fellow in Business and Finance. He received the University of Missouri's annual award "for excellence in financial reporting" on two occasions and is listed in "Who's Who in Finance" and "Who's Who in America." Harvey holds degrees from the University of Wisconsin, Princeton University and the University of Chicago.