Time (EDT)


9:00 – 9:05am

 Welcome Remarks from Sashi Dias Valtz, Global Head of Client Strategy, Symphony

9:05 – 9:30am

 Keynote: Connectivity in the Collaboration Economy
 David Gurlé, Founder and CEO, Symphony

9:30 – 9:55am

 The Future Platform for Financial Services

  •  Dietmar Fauser, EVP of Product & Engineering, Symphony
  •  Jonathan Christensen, CXO, Symphony
  •  Manish Sharma, VP Product & Engineering, Symphony
  •  Savvithri Sivaraamakrishnan, Senior Director, Product Management, Symphony

9:55 – 10:45am

 “Where are they now?” – Updates from Crowd Favorite Innovations from Past Showcases
Moderated by Sashi Dias Valtz and Queenie Chan, Head of APAC, General Manager, Symphony

  • From internal to external: Andrew Mosson, Executive Director, Strategic Client Solutions, J.P. Morgan
  • The original cross-firm automation, Selina and Debbie: Jordan Barnett, Head of Program Trading & Execution Services, BNY Mellon and Andrew Donnelly, Regional Head of Corporate Bank Technology (APAC), Deutsche Bank AG, Singapore
  • Asset class expansion of BETSI: Ashwin Venkatraman, Global Head of Liquidity Trading, J.P. Morgan Asset Management and Damien Lodge, Head of Global Currency Trading and Trading Market Structure, J.P. Morgan Asset Management
  • Izzy 2.0: Brittany Garland, Executive Director, IHS Markit
  • The latest from our 2020 hackathon: Alexandre Gabriel, Innovation Leader – SG Global Securities Operations, Société Générale and Thierry Weidenmann, CEO, Accenture Post Trade Processing

10:45 – 10:55am


10:55 – 11:20am

 Transformation of the Global Financial Industry
 A conversation between Benjamin Fuchs, CEO/CIO of BFAM and David Gurlé

11:20 – 11:55am

 Future of Markets: Demos and Discussion

  •  Brad Levy, President and CCO, Symphony
  •  Goutam Nadella, EVP, Client Solutions, Symphony
  •  Bhavin Rawal, SVP, Product Management, Symphony

11:55 – 12:30pm

Community Viewpoints: Future of Markets
Moderated by Brad Levy

  • Yannig Loyer, Global Head of Trading, Securities Financing and Derivatives, AXA IM
  • Fidelis Oruche, Head of Investment Advisory and Sales, Bank of Singapore
  • Sarah Schaffer, Head of Aladdin Product Management, BlackRock
  • Brian Steele, Managing Director, Global Head of Market Solutions, Goldman Sachs
  • Adam Wall, Head of Autobahn Group, Deutsche Bank

12:30 – 1:00pm

Closing Session with David Gurlé

1:00 – 3:00pm

Breakout Sessions


Led by Ralph Pfitzer, Regional Head of Client Strategy, Symphony

Jefferies: JEFQuants

  • Jatin Suryawanshi, Head of Global Quantitative Strategy, Jefferies

Asset class spotlight: FX

Moderated by Olivia Knocker, Regional Head of Client Strategy

  • Mauricio Sada-Paz, Global Head of eFICC Product and Distribution, Barclays
  • Gordon Noonan, Head of FX and Rates Trading, London, Schroders
  • Brendan McMurtray, Vice President, FX Market Structure & Electronic Trading Analyst, T. Rowe Price

Schroders and Barclays: FX Swaps Axes bot 

  • Natasha Lauder, Trading Engagement Analyst, Trading Support, Schroders
  • Robin Wiseman, Head of Client Analytics, Barclays

Morgan Stanley: Ask Research

  • Jennifer Casas, Research Technology Management, Morgan Stanley 
  • Eden Kidner, CTO of Research, Morgan Stanley

Led by Kate Chatzopoulos, Head of Operations Workflow, Symphony

Accenture: AskCaly – Virtual Assistant Integration

  • Alexandre Abehsira, Managing Director, Capital Markets

Panel Discussion: Operations

Moderated by Brad Levy

  • Lou Rosato, Director – Investment Operations, Global Business Strategy and Relationship Management, BlackRock
  • Raj Iyer, Director, Core Digitization and Reimagination, BNY Mellon
  • Karen Newton, Managing Director, Credit Suisse

HSBC and Schroders: River bot

  • Janice Ku, Director, Digital & Data, Markets & Securities Services, HSBC
  • Chwee Chua, Global Head of Operations Innovations, Schroder Investment Management (Singapore) Ltd

Led by Ivana Polim, Global Head of Client Engagement, Symphony

Tech Deep-Dive: The Risks to Mitigate when Balancing Security & Compliance with Productivity

  • Pravir Ramtekkar, Director, Product Management, Symphony
  • Ravi Varanasi, VP of Engineering, Platform, Symphony
  • Special guest: Philip Fry, VP of Product Strategy, Verint

Partner Spotlight: GreenKey Technologies

  • Tejas Shastry, Co-Founder, Chief Data Scientist, GreenKey

Build a bot in Seconds: Introducing the Bot Developer Kit 2.0

  • Olivier Poupeney, Manager, Developer Relations, Symphony
  • Mario Orphanou, Director Product Management – Enterprise Integrations, Symphony