2019 TraderForum FX Trading Summit

Lewis Knox

Executive Director

Institutional Investor, Inc.

Lew Knox is Executive Director of TraderForum and Financial Technology Forum (FTF), membership groups run by Institutional Investor. As executive director, Knox is responsible for product content and event programming. Before joining II Memberships, he was assistant managing editor, technology and development at Institutional Investor magazine, where he was responsible for technology coverage and for developing new research features. Before taking over the technology beat, Knox was the research editor at the magazine, where he was responsible for the editorial components of II’s signature research rankings, including the All-America Research Team. He is on his second tour at II: from 1984 until 1997, he worked in various divisions of the company, including a 10-year stint in Newsletters, where he was part of the team that launched Global Money Management and Derivatives Week. Knox has an A.B. in romance languages and literatures from Princeton University.

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.

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.

Paul A. Aston

Chief Executive Officer

Tixall Global Advisors, LLC

Paul is the Chief Executive Officer of Tixall Global Advisors, a specialist advisory firm that focuses on generating, retaining and recapturing alpha in all aspects of global foreign exchange.Tixall provides unique insights and 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 positions 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. As a result, Paul has cultivated close and extensive relationships with many institutional investors and accounts worldwide.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.

Tom Gentile

Director of Trading

Crabel Capital Management

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.  

John Radle

Managing Director, Global Head of Trading

Campbell & Company

John Radle is the Global Head of Trading for Campbell & Company, a CTA/hedge fund founded in 1972 with $4 billion under management. He manages eight traders across three geographic regions - Asia, Europe, and North America. He is responsible for global execution for cash equities, derivatives, foreign exchange including NDFs, and London Metal Exchange markets utilizing high-touch, direct-market-access, and algorithmic methods. He chairs the firm’s Best Execution Committee. John has 28 years of trading experience splitting his time between both the buy-side and the sell-side.Prior to joining Campbell in 2005, John worked as a position trader for Wachovia Securities (now part of Wells Fargo) for two years and prior to that, he spent ten years in the same role for Deutsche Bank Alex Brown. His sell-side experience includes agency, principal/block, and prop trading, opening IPOs, trading secondary offerings, and close interaction with derivative, program, and convertible bond desks. John started his trading career on the buy-side in 1989 at mutual fund manager American Capital (now part of Invesco) where he traded equities, options, and convertible bonds.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.

Roger Boehler

Co-Founder & CEO

Limmat Currency Partners

Brent Robertson

Managing Director, Trading

Ontario Municipal Employees' Retirement System (OMERS)

Brent Robertson is Managing Director, Trading at OMERS Capital Markets (OCM). Brent joined OMERS/OCM in December 1998. In this current role, he is responsible for the trading desk. The trading desk executes trades for internally-managed domestic and foreign equity, fixed income, and cash portfolio strategies. Trading is conducted for cash equities and derivatives for equity. Government bonds, corporate credit, and derivatives are traded for fixed income portfolios. Money market instruments and foreign exchange trading is also managed on the trading desk.​Brent received his HBA (Economics with Finance and Accounting) from Wilfrid Laurier University and his MBA (Financial Engineering) from York University. He is a Chartered Financial Analyst and a member of the CFA Institute and the Toronto CFA Society. He currently sits on the board for Aequitas Innovations and the Buyside Investment Management Association (BIMA).

Emmanuel Sabiiti

Head Trader

Boston Common Asset Management

Rowan Gillespie

FX Business Development

Northern Trust

Rowan Gillespie leads Business Development for Global Foreign Exchange (GFX) at Northern Trust Capital Markets. In this current role, Rowan is responsible for managing relationships and bringing on new business. He has deep expertise in working closely and strategically with a wide range of clients and has attracted new business, including a number of high-profile clients across various industries.Prior to this role, Rowan was in Global Foreign Exchange E-commerce development and implementation, where he worked with global technology partners and E-commerce experts to deliver a range of e-Products including a proprietary trading platform and suite of algorithms.Rowan graduated from the University of Cape Town with a Bachelor of Commerce PPE and an Honours Degree in Financial Analysis Portfolio Management.

Steve Steffy

Director of Operations

Trilogy Global Advisors

Tyler Blum

Senior International Equity Trader

Charles Schwab

Tyler Blum is a Trader for Charles Schwab Investment Management, Inc. (CSIM). He is responsible for managing and overseeing international equity and foreign exchange trading for Schwab’s actively-managed and index equity funds and exchange-traded funds (ETFs). His role also includes advising portfolio management on global markets and country risk profiles, and assisting with domestic equity trading. Prior to joining CSIM in 2007, Mr. Blum was an equity and foreign exchange trading assistant at Grantham, Mayo, Van Otterloo & Co., where he was responsible for equity and foreign exchange settlements in emerging markets for three years.  Mr. Blum earned a Bachelor of Science in Business Management, with a dual concentration in Finance and Marketing, from Northeastern University. He is a member of the San Francisco Securities Traders Association, and was elected to the Board of Directors in 2011. 

Jay Moore

Senior Vice President, Global Head of Currency Administration

Brown Brothers Harriman

Jay Moore is the Global Head of Currency Administration at Brown Brothers Harriman (BBH).Mr. Moore joined the firm in 2012 to lead BBH’s Product Development efforts for Foreign Exchange. Prior to joining the firm, he was the head of the Currency Management and Portfolio Solutions Strategy teams at State Street Global Markets. He has spent 15 years in the foreign exchange industry outside of the firm, including roles in operations, trading, research, sales, and product development.Mr. Moore is a frequent speaker at industry conferences and his written work has been published in a number of prominent financial journals and periodicals. Mr. Moore holds a B.S in Finance from the University of Connecticut. He has also been awarded the Chartered Financial Analyst (CFA) designation.

Jeff Battaglia

Chief Operating Officer

Schafer Cullen Capital Management

Stephen S. Hedger

Director, Trading and Investment Operations

ClearArc Capital, Inc.

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.

Karen Phillips

Regional Head of Transactions Relationship Management

Refinitiv

Karen manages the new business and relationship management teams for FXall and Matching 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 where she was Americas Head of Relationship Management. As a member of the executive team at FXall, Karen 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. She worked in Sales and Relationship Management and in 2006 was promoted to Head of Services in the Americas. Prior to joining FXall Karen worked in the foreign exchange, energy, and interest rate derivatives markets. Karen has a Bachelor of Science in Economics from The Wharton School, University of Pennsylvania.

Victor Torchia, Jr.

Vice President & Senior Global Trader

Voya Investment Management

James Fishback

Portfolio Manager

Macrovoyant

Lewis Knox

Executive Director

Institutional Investor, Inc.

Lew Knox is Executive Director of TraderForum and Financial Technology Forum (FTF), membership groups run by Institutional Investor. As executive director, Knox is responsible for product content and event programming. Before joining II Memberships, he was assistant managing editor, technology and development at Institutional Investor magazine, where he was responsible for technology coverage and for developing new research features. Before taking over the technology beat, Knox was the research editor at the magazine, where he was responsible for the editorial components of II’s signature research rankings, including the All-America Research Team. He is on his second tour at II: from 1984 until 1997, he worked in various divisions of the company, including a 10-year stint in Newsletters, where he was part of the team that launched Global Money Management and Derivatives Week. Knox has an A.B. in romance languages and literatures from Princeton University.