Speakers
Our speakers include:
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Russell Abramson During his ten years at J.P. Morgan Russell has been mandated with electronic trading systems for the derivatives business. This includes algorithmic trading, FIX, straight-through processing, back office integration and order management systems (OMS). Russell also serves as First Vice President of the Futures Industry Association, IT Division and is a member of the FPL Derivatives Committee. Russell has an MBA in Computer Information Systems from Baruch College. |
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Alberto Alvarez Mr. Alvarez has over 30 years of experience in the trading industry serving as a Managing Partner of Alaron Latin America, Owner and Managing Director of Strategic Trading, Inc., Owner and Managing Director of AmeriSecurities Capital Corp., and as Co-Founder, Senior Vice President and Branch Manager of Shearson Lehman American Express, Latin America. Mr. Alvarez holds a BA in Political Science with Minor in Economics from University of Florida. |
Andrés Araya Falcone Andrés has experience of developing advanced projects related to Trading Systems (Matching Engines, FIX Gateways and Market Data Distribution, DMA) and Post-Trading Systems (depository, clearing & settlement and CCP). He also has experience developing SaaS (Software as a Service) solutions for Brokerage houses systems, integrating straight-through processing front to back office. Some of his clients include: BBVA, Bank of America Merrill Lynch, Larraín Vial, BICE, BANCOESTADO, CORPCapital, SCOTIA Bank among others. Andrés’ knowledge area covers: Fixed Income, Cash and FX, Equities, Derivatives, Financial products for Brokerage houses and Mutual Funds, Santiago local Financial Market Products, Straight-through processing systems, real time market data systems, FIX Protocol. Andrés is a graduate in Software Engineering and Business Administration MBA. |
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Scott P. Atwell Mr. Atwell developed American Century’s FIX system providing FIX connectivity to virtually all of the brokers used for their equity trading worldwide. He currently serves as Co-chairperson of the Global Steering Committee for FIX Protocol Limited (FPL), the non-profit organization which manages the FIX Protocol. He has served as Co-chairperson of the FIX Global Technical Committee from 1997 through 2005 and actively participates in several other FIX committees and working groups. |
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Daniella Baker Marketing and Communications Manager, FIX Protocol Limited Daniella joined FIX Protocol Limited (FPL) in 2006 and is currently the organisation's Marketing and Communications Manger responsible for the development and world-wide deployment of FPL's marketing and educational initiatives. Daniella started her career as a marketing assistant for Cadbury Trebor Basset before becoming a consultant focused on marketing and customer driven initiatives for Deutsche Post Consult. Following this appointment Daniella took a position in the City of London with J.P. Morgan where she worked within a variety of project management, communications and sales roles. Daniella holds a BSc Management and Administration Degree from Aston Business School, Birmingham, England. |
| Alexis Arldt Camara Machado IT/Electronic Desk Senior Manager, Banif Corretora de Valores e Cambio Alexis Machado is currently working at Banif brokerage house as IT / Electronic Desk Senior Manager. His team supports the creation of trading algorithms, and specializes in the Brazilian retail market. It works with the Risk Committee of the brokerage house to help monitoring risk strategies during intraday / post trade. Machado coordinates a team of systems solutions developers focused on automating the routines of Middle / Back Office. He began his career more than 10 years ago in pioneering projects that offered solutions tailor-made for internet banking portals using the Java programming language. In large financial institutions in Brazil developers worked with objects that facilitated integration between different legacies, in transparent and low-latency systems. Machado participated in designing a system of passive investment funds, where the creation of portfolios was fueled by third-party funds, requiring large implementation layer of integration between FI's and the emergence of a process of decision making for portfolio manager based on an algorithm to analyze the profitability for cash flow. A Graduate in Computer Programming from the Catholic Pontificate University - PUC - Rio de Janeiro and Marketing University Helio Alonso - Rio de Janeiro. |
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Ismael Caram Operations Managing Director, Rosario Futures Exchange (ROFEX) Ismael Caram currently serves as Operations Managing Director for Rosario Futures Exchange (ROFEX) the only demutualized and FIX compatible exchange in Argentina. He has 8 years’ experience in the derivatives industry, with expertise in trading and markets technology. Since 2002, he has been involved in all phases of the market growth, including the selection of ROFEX’s new trading platform and the implementation of DMA models. Being aware of the latest tendencies from the international derivatives industry, Mr. Caram writes, speaks, and advises on Argentinean derivatives industry with focus on increasing liquidity and expanding local markets. His recent research includes a two-year study of market microstructure. He holds a BA degree in economics and a MA degree in finance from the University of Rosario, Argentina. He also attended the “Market Maker program” at Rosario Board of Trade. |
| Marcos Carreira Derivatives Product Officer, BM&FBovespa Marcos Costa Santos Carreira is the Derivatives Products Officer at BM&FBovespa. He joined BVMF in 2010, after 16 years at Credit Suisse and Banco Garantia, where he worked as Brazil's Risk Manager and FX Options Trader. He graduated from Instituto Tecnologico de Aeronautica in 1993 as an Electronical Engineer. |
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Marcio Castro Co-Chair FPL Latin America Subcommittee IT Officer, Trading Systems, BM&FBovespa Marcio Augusto de Castro, 42, is IT Officer – Trading Systems and Post-Trading Systems and Market Data at BM&FBOVESPA, responsible for the matching engines MegaBolsa and GTS, as well as the Gateways for DMA, Order Entry and Market Data for the Exchange, and the post-trading systems, including depository, clearing & settlement and CCP. In his role, Marcio is heavily involved in FIX either for support and evolve the Exchange´s systems as well as the market participants: brokers, ISVs, DMA Providers, Market Data vendors and the buy-side. Prior to BM&FBOVESPA, Marcio was the Professional Services Director at SunGard Treasury Systems for Asia Pacific region (2002), Head of Strategic Development at the ADX – Australian Derivatives Exchange (2000) and Principal System Engineer at IBM Brazil (1998). Marcio is a graduate in Software Engineering (FASP) and Business Administration (FGV). |
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Jimmy Chung IT Director of Architecture, Bolsa de Valores de Colombia (BVC) Jimmy is the IT Director of Architecture at Bolsa de Valores de Colombia (BVC) and a senior Project Leader . He was responsible of the deployment architecture and product implementation of the high-performance, high-availability, low-latency trading system from Nasdaq-OMX for the Equities and Derivatives market and currently responsible of the IT implementation of the Market Integration Project between Colombia (Bolsa de Valores de Colombia) , Chile (Bolsa de Comercio de Santiago) and Peru (Bolsa de Valores de Lima) under FIX protocol language using FIX gateways to provide standard access to the Market. Jimmy has been doing consulting work for more than 15 years before joining BVC in various types of industry such as Telecom, Finance, Clearing, Commodities, Transportation focused on the architecture and design of their core systems. Jimmy has a degree in Computer Science at San Marcos University in Lima, Peru, Specialization studies in System Engineering at CICC in Tokyo, Japan, and Diploma studies in Finance and Exchange Operations in Bogota, Colombia. |
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Khushru Dadachanji With over 10 years of project management and electronic trading best practices, in addition to versatility of experience ranging from developer, tester, and analyst to certification specialist, KD is widely regarded for his in-depth financial technology expertise along with his dedication to client satisfaction. Mr. Dadachanji holds BS and MS in Computer Science from the University of Oklahoma. |
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Drey Dias |
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Luis Fernando Haddad Faloppa Luis received his B.A. in Business Administration at Pontifícia Univerdade Católica de São Paulo Brasil in 2002 and an MBA in Derivatives at Bolsa de Mercadorias e Futuros/ Univerdidade de São Paulo in 2006. In 2001 Luis joined SIM-Brazil and was responsible for developing their local equity trading desk. Before that Luis worked at Lloyds Bank PLC, as a back office analyst. |
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Michel Finzi Michel Finzi joined RealTick in 2006, bringing more than 22 years of experience in the electronic trading and global brokerage industry to his role. He started his career in 1988 at Instinet, where he held numerous senior management positions in the United States and in Europe until 2003. Responsibilities included running institutional client P&L’s, developing international equity trading businesses, leading various technology groups and contributing to the development of a wide variety of electronic trading functionalities for both the buy-side and sell-side. Prior to joining Townsend Analytics, Mr. Finzi managed a number of private investments and consulted to both the buy side and sell side. He is a graduate of the Ohio Wesleyan University. |
Spiros Giannaros |
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| Luis Gustavo Penteado Capital Market Director, Progress Luis Gustavo Penteado graduated from Escola de Engenharia Maua with a degree in Electrical Engineering, and later with an Executive MBA in Finance from Insper. He is a Director responsible for the Capital Markets Vertical at Progress Software in Brazil, and deals mostly with Large Banks, Brokerages and Asset Management. |
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Kevin Houstoun Co-Chair FPL Global Technical Committee Chairman and Founder, Rapid Addition Kevin has over 20 years financial services industry experience and has initiated and implemented electronic trading technologies first at Robert Fleming Asset Management and then at Solomon Brothers. Utilising his unique understanding and knowledge, Kevin has co-authored one of the world’s most performant FIX engines with his company Rapid Addition Limited, Rapid Addition specialise in product innovation in the FIX marketplace, offers a range of high performance FIX engines and tools which are used to advance the trading capabilities of firms globally. RA's clients currently include leading Stock Exchanges, buy-side and sell-side firms specialising in FIX. Kevin is also currently Co-Chair of the FPL Global Technical committee and has been intimately involved in the technical development of FIX for over 10 years. Rapid Addition recently launched www.electronicdealing.com, a free vault and editor for the production of FIX ATDL files, RA did this because it believes consistency of implementation of these files is critical to the success of FIX ATDL. |
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Ricardo Kaufmann Partner & Director, Bulltick Capital Markets Previously at Bulltick Mr. Kaufmann lead the creation and successful development the Full Service Brokerage division. He has extensive experience in Private Banking, Corporate Banking and Asset Management, with a career that spans over major international organizations including Prudential Securities Incorporated in Boston, Opportunity Asset management, Bank of America in Sao Paulo and, most recently, Bank Hapoalim in London. Mr. Kaufmann is a frequent speaker at Fund Forums, Wealth management and Structured Products conferences in the U.S. and around Latin America, as well as a Structured Products and Investidor Institucional Magazine contributor. Mr. Kaufmann holds a Bachelor of Science Degree in Economics-Finance from Bentley College in Waltham, Massachusetts, and a Masters in business Administration from Sao Paulo University in Brazil. He also holds the Series 24, 7, and 63 licenses and is registered as a General Securities Principal with Bulltick LLC, a broker dealer member of FINRA and SIPC. In Brazil, Mr. Kaufmann is a Certified Investment Agent and a member of Ancor, the National Association of Broker Dealers of this country. |
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Carlos Kawall Leal Ferreira International Affairs Officer, BM&FBovespa Carlos Kawall Leal Ferreira, 49, is the International Affairs Officer for BM&FBOVESPA S.A. - Securities, Commodities and Futures Exchange. PhD in Economics from Unicamp (Sao Paulo). He was the Secretary of National Treasury at the Ministry of Finance and CFO and Head of Capital Markets at BNDES (the government owned National Economic and Social Development Bank). Prior, he worked as chief economist for Citigroup in Brazil (1996-2004). He is also professor of economics at the Catholic University of Sao Paulo (currently on leave). |
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Alex Lamb |
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Clecio Lima Associate partner and Chief Technology Office, BTG Pactual Clecio Lima is an associate partner and Chief Technology Officer of BTG Pactual. Prior to this, Clecio worked as an equities quantitative trader at UBS Japan and UBS Pactual Brazil. In his previous roles, he was responsible for developing statistical trading models for proprietary trading. He was also responsible for building technology infrastructure for high-frequency trading, helping to build a top market share in automated trading in Japan. Clecio holds a BS in Mecatronics Engineering and a PhD in Computer Engineering from Tohoku University, Japan, where he also taught computer science from 2000-2003. |
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Todd Lopez Head of Sales for GSET, Goldman Sachs Todd is co-head of Sales Trading and head of International Sales for Goldman Sachs Electronic Trading (GSET) in North America. He joined Goldman Sachs as a salesperson in Equity Electronic Trading in 2000. In 2003, he moved to London to assume responsibility for Electronic Trading Sales in Europe. Todd relocated to Tokyo in 2005 to become head of sales for Electronic Trading in Asia. In 2007, he returned to the United States to head the GSET Boston office and lead the international sales effort for GSET. In 2008, he was named co-head of sales for GSET North America. Todd was named managing director in 2009. Prior to joining the firm, Todd worked at Bloomberg LP. Todd earned a BS in Finance from Boston College in 1996. |
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Delfos Machado Neto Partner, Dunamis Equity Partners Delfos graduated from FGV, Latin America´s premier Business School in 1994, after having completed his schooling at the International School in Zurich. In December 2008, he started his own investment management firm, Dunamis Equity Partners, along with an in-house quant team. Prior to establishing Dunamis, he worked as head of proprietary Equity trading at Banco Santander in Sao Paulo and New York, as well as at Banco Itau-BBA in Sao Paulo. He also spent a year in Singapore at a Global Emerging Markets Hedge Fund, before returning to Brazil in 2007. |
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Stephen Murphy Stephen participates in a number of charitable and philanthropic endeavors which have included a charity bike ride in China, completing the London marathon and the London triathlon through to mentoring college students on personal development. |
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Josh Nardo Global Head of Professional Services, Greenline Financial Technologies Josh leads the global services team for Greenline and oversees all consulting activities and service offerings. The Professional Services team delivers solutions to organizations across the implementation lifecycle for electronic trading and connectivity, with a focus on FIX. Service offerings include advisory, advanced solutions, and process consulting. In total, Josh brings over 15 years of progressive consulting experience driving technology investment to business strategy and leveraging technology based solutions to drive process improvement. |
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Pablo Negro |
| David Ng Vice President, Client Connectivity, HSBC Securities (USA), Inc., Global Banking and Markets Responsible for client on-boarding, certification, vendor management, and business development initiatives within the Americas region, enabling clients to trade Equities, Futures, or FX globally via FIX. Prior to HSBC, I held project management positions at Lava Trading, Bank of America and Instinet where I was responsible for implementing FIX Connectivity and electronic trading solutions across all products, including Direct Market Access and Algorithmic trading. B.S. in Engineering from University of Buffalo and an MBA from Fordham University. |
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Jim Northey Jim has been a very active leader and innovator in creating and promoting financial messaging standards by regularly contributing to the FIX and ISO 20022 standardisation efforts. He served as co-chair of the FIX Global Derivatives Committee from 2003 to 2005. Currently, he serves as the co-chair of the FIX America's Regional Committee and is the Industry Standards Liaison for FIX Protocol, Ltd. representing FPL on the ISO 20022 Requirements Management Group and Technical Support Group. Jim holds a B.S. in Mathematics from the University of Indianapolis and an M.S. in Financial Markets and Trading from the Illinois Institute of Technology with an emphasis in Computational Finance. He periodically serves as an adjunct lecturer at Michigan Technological University - School of Business and Economics. |
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Rodrigo Oliveira |
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Daniel Parke Managing Director, Agencia Estado Daniel (Dan) Parke is the Managing Director of Agência Estado (AE) based in São Paulo, Brazil. AE is Latin America’s largest real-time news agency providing 15,000+ AE Broadcast terminals to finance professionals. Dan is the AE business unit head reporting to The Estado de São Paulo Media Group’s CEO. Estado is Brazil’s largest on-line & print media company publishing the Brazilian daily newspaper, Estadão. He is a member of Estado’s Executive Committee. Prior to running AE, Dan was the Managing Director for Thomson Financial Latin America from 2004-2008. Before joining Thomson, Dan worked at Bloomberg for 13 years where he was responsible for initiating and running Bloomberg’s Latin American business. Dan is member of The Nature Conservancy do Brasil (TNC) Board of Trustees & the Chairperson of The American School of São Paulo (Graded) Board of Directors. He obtained his bachelor’s degree from the University of Delaware in International Relations & Latin American Studies. His degree included course work at the University of Costa Rica, the Federal University of Ceará and UNICAMP. Dan is a dual U.S. & Brazilian citizen. |
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David Polen Director of US Product Marketing, Fidessa David Polen is the Director of US Product Marketing at Fidessa. Polen has more than 10 years experience working at Fidessa and under his stewardship the Fidessa hosted trading platform has become an award winning trading solution. His remit includes algorithmic trading and HFT's, DMA and portfolio trading. David is a frequent commentator on market regulation and its effect on algorithmic trading. His last panel was FIAB in Chile. |
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Jitendra Puri Vice President of Technology, Bolsa de Valores de Colombia Jitendra is IT Vice President at Bolsa de Valores de Colombia (BVC) with proven thought leadership in the IT industry. As CIO at the exchange, he has lead successfully radical IT transformation at the exchange through strategic alignment of IT with the business priorities and by fostering collaborative environment and through empowerment and development of a high calibre team. Before coming to the exchange industry, Jitendra held various senior positions in both consulting and line roles at fortune 500 companies such as Hewlett Packard and Cambridge Technology Partners after having made a mark for himself in Management/IT consulting at Arthur Andersen Business Consulting. He has advised senior management at large organizations both in Telecom and Finance sectors on how to leverage business and operational best practices to improve top line growth, operational efficiencies and customer satisfaction. Jitendra has a degree in Economics, PG in Computer Science, an MBA from University of Warwick Business School and interludes at Harvard and MIT. |
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Juan Manuel Quintero
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Rodrigo Ramos Head of Client Services, ULLINK Latin America Rodrigo Ramos is Head of Client Services for ULLINK Latin America, a global software and services provider specializing in trading solutions and associated connectivity infrastructure. Rodrigo heads up ULLINK solutions including connectivity, order management and order routing networks throughout Latin America. Rodrigo has over twelve years of Information Technology experience, six of which were focused on working with FIX Protocol. Prior to ULLINK, Rodrigo worked for Citibank Brokerage House as a Project Manager. He was responsible for the firm’s DMA Project which enabled non-Brazilian investors to operate on the Brazilian Stock Market using FIX Protocol as an interface between customers and partners. Mr. Ramos is a Project Management Professional (PMP®), with an MBA in Business Administration and a Bachelor degree in Computer Sciences. |
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Steven Santivenere Global Sales Manager-Athena Products, Thomson Reuters Steven serves as the Global Sales Manager of the Athena Transactions Platform and FIX Testing and Certification suite of products at Thomson Reuters. As the Global Sales Manager, he has responsibility for selling the Thomson Reuters Athena product suite; which provides high performance, low-latency trade order management and liquidity aggregation solutions. He also has responsibility for selling the FIX Test Marketplace; an industry leading suite of FIX testing and Certification tools. Prior to the 2010 acquisition of Aegisoft by Thomson Reuters, Steven was a partner at Aegisoft where he led the global sales team and was involved in Sales, Marketing and Product Development. Steven has extensive knowledge of the financial markets. During his 10 years at Aegisoft, he was very involved with FIX and electronic trading; working with Hedge Funds, Buy-Side and Sell-Side firms, Banks, Market Data and Order Routing providers, Exchanges and ECNs. Early in his career, Steven worked for an Equity Trading firm in New York and then as a Commodities and Energy Trader. |
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Philippe Thomas Managing Director, ULLINK Americas and Global Sales Director, ULLINK Ullink is an independent provider of comprehensive low latency connectivity and Trading solutions with 6 offices World Wide. Philippe Thomas has been involved in Ullink since its creation in 2001 and grew the business from 0 to 30 Millions USD. Prior to Ullink, Mr Thomas held management position for 6 years at Sungard in Belgium and in Australia. Prior to Sungard, Mr Thomas worked at The NYSE Euronext Exchange as a market controller. Mr Thomas is the original designer of UL AMS, a fully managed platform that creates FixAtdl files from a simple web interface to create algos, publish in different versions and test the rendering with validation rules. UL AMS has encountered a growing success in the USA, facilitating the life of Brokers who want to publish their algos quicker and more efficiently to the buy side community. |
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Manoel Cesar Valente Lopes CMA Financial Lab Coordinator, CMA Manoel C. V. Lopes is the CMA Financial Lab Coordinator, responsible for developing strategies for derivatives and algorithmic trading, such as TWAP, VWAP, BestOffer and SpreadMaker (Pair Trades). Furthermore he is a manager for a private investment fund, where all the strategies developed by CMA Algos are applied. He is graduated in physics and has a master in the same area and a doctorate in electrical engineering. He has a large experience in the financial markets, developing technological solutions for the equities and futures trading markets. |
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Dan Watkins Global, Business Development and Marketing Manager, CMA Dan Watkins - Global, Business Development and Marketing Manager for CMA looks after the message communications, product, services, business development and trading relationships between US and European financial markets and the CMA client base in Latin America including exchanges, brokers/dealers, banks which account for 20,000+ licensed deployed workstations. His responsibilities also include the dissemination of market information and news regarding trading and market data of Latin American exchanges, while promoting new business to entrants and investors into the market place. Dan has over 10 years experience in high-speed network based trading involving FIX and market data as the business manager of the MCI Money Line Telerate team, the MCI Nasdaq team, the MCI Financial Extranet team, the Director of Provider Development at BT Radianz where he implemented and oversaw Financial Service participant growth of over 35 derivatives exchange communities. Dan now looks after business development and marketing for CMA in New York bringing a variety of experience in how connectivity in the FIX world can peer with the proprietary and FIX enabled systems of the Brazilian, Mexican, Chilean, Colombian and other Latin American exchange communities for both Southbound - to Latin America and Northbound - to North America and Europe, trading. |
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Stephen Wilson Stephen Wilson joined Reuters in January 2002. |
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Otavio Yazbek Commissioner of the Brazilian Securities Commission. Member of the Financial Stability Board's Standing Committee on Supervisory and Regulatory Cooperation. Professor of the Continuing Legal Education and Specialization Program of Fundacao Getulio Vargas School of Law. Visiting Professor of the Corporate Law Diploma of the Post Graduation Program of University of Rio Grande do Sul School of Law. Holds a Doctorate Degree in Economic Law by the University of Sao Paulo. Former Self-Regulation Director of BM&FBovespa Supervisao de Mercados (BSM). Former Regulation Director of Bolsa de Mercadorias e Futuros (BM&F). Brazilian representative appointed by the Ministry of External Relations to the UNIDROIT Conference in Rome, 2006. Author of "Regulacao do mercado financeiro e de capitais", currently in its second edition, and of various articles on Corporate Law and financial and capital markets regulation. |
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Julio Carlos Ziegelmann Managing Director, Equity Product Area, BM&FBovespa BSc in Electronic Engeneering from Pontifical Catholic University of Rio Grande do Sul (PUCRS) with an MA in Finance and Quantitative Methods from Federal University of Rio Grande do Sul (UFRGS). Mr. Ziegelmann was an associate professor at Insper Education and Research Institute of IBMEC São Paulo’s and University of São Paulo’s MBA Programs during 10 years. Mr. Ziegelmann has a vast experience in the Brazilian Capital Markets. Since October 2009, he has been the Managing Director of Equity Product Area at BM&FBOVESPA. Previously, Mr. Ziegelmann held the following positions: Director of the Itau Securities (2006-2009); Managing Director of Wealth Management Services for BankBoston (2002-2006); Director of Equities Management for BankBoston Asset Management (1997- 2002); and Executive Director of Investments for Banco Votorantim (1990-1977). |
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Christian Zimmer Head for Quantitative Portfolio Management and Research, Itau Unibanco Dr. Zimmer is head for quantitative portfolio management and research of Itaú Unibanco's Asset Management group, Brazilian’s biggest private asset manager with more than 300Bi R$ AUM. His responsibilities include quantitative support for the whole asset management group as well as the development of quantitative trading strategies. Since the acquisition of Bank Boston in Brazil, he also works as a manager of a quantitative hedge fund. Mr. Zimmer came to Brazil in 2000 and joined Itaú Unibanco in 2002. He gained his first experiences at Bank Gesellschaft Berlin in 1996 as quantitative support for the option trading desk. Prior to his PhD studies in quantitative Finance he earned a Master in Business Administration from Ecole Superior de Toulouse (France) and a Master in Mathematics from the Technical University of Berlin. |




































