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Symphony Innovate New York 2024

Symphony Innovate brought together hundreds of industry leaders. They shared insights, showcased live demos of products and integrations, and provided case studies on how technological advancements have transformed the community.

agenda

All times are in ET
* Agenda subject to change

Innovate 2024

1:00 pm - 5:30 pm
1:00 pm - 1:05 pmWelcome and Opening
  • Meghan Curran, Account Director, Symphony
1:05 pm - 1:20 pmKeynote: D3 of Disruption
  • Brad Levy, CEO, Symphony 
  • Michael Lynch, CPO, Symphony
1:20 pm - 1:45 pmThe Evolution of Operations Workflows: Full Session Live Demos from DTCC and Symphony
  • Kate Chatzopoulos, Global Head of Operations Strategy, Symphony
  • Rob Friend, Head of Market Solutions Products and Partnerships, Symphony
  • John Hoffman, Director Product Analysis & Solution Design, DTCC
  • Guilis Aquino, Operations Relationship Manager & Client Industry Initiative Lead, Citi
  • Afzal Memon, Vice President, Market Ops Platform Transformation, JP Morgan
  • Mike Torregrossa, Global Head of Client Service and Account Management, UBS
  • Peter Williams, Vice President, Custody Operations, Wells Fargo
1:45 pm - 2:55 pmInnovations From the Community, Part 1: Featuring RBC, MDXT, NewBridge LoanBook, Eidosmedia, Wells Fargo and HUB

Moderated by

  • Michael Koiki, Business Development Manager, Symphony
  • Katelyn O’Toole, Strategic Account Manager, Symphony
  • Michael Lynch, CPO, Symphony
- RBC/MDXT
  • Brandi Love, Market Data Engineer, RBC
  • Nigel Someck, CEO, MDXT
- NewBridge LoanBook
  • Sid Bhandari, Founder and CEO, LoanBook
- Eidosmedia
  • Omar Gazarin, Head of Presales, Eidosmedia
  • Rahul Ravikrishnan, Head of Product, Eidosmedia
- Wells Fargo
  • Anand Gupta, Executive Director, Wells Fargo
- HUB
  • Paul Taylor, CEO, HUB
2:55 pm - 3:15 pmBringing Insights to Trader Voice: Cloud9 Transcription and Voice Analytics in Action
  • George Marchitella, Cloud9 Professional Services Specialist, Symphony
  • Alex Francisci, Head of Product for Markets Voice and Video, Symphony
  • Corry Starr, Head of Voice Sales, Americas, Symphony
  • Eslam Gebriel, Vice President, Voice and Video Product Management, Goldman Sachs
  • Steve Surdykowski, Senior Platform Engineer, Capital One
3:15 pm - 3:45 pmCoffee, tea break
3:45 pm - 4:00 pmIn Conversation: Market Structure Evolution

Moderated by Bryan Christian, Head of Business Development, Symphony

  • Kate Finlayson, Global Head of FICC Market Structure & Liquidity Strategy, JP Morgan
  • Robert Mackenzie Smith, Vice President, FICC E-Trading & Market Structure, Bank of America
  • Sarah Schaffer, Global Head of Platform and Ecosystem Strategy, BlackRock Global Markets
4:00 pm - 5:00 pmInnovations From the Community, Part 2: Featuring Citi, 28Stone, Taskize, Euroclear Bank, TPICAP and ipushpull

Moderated by

  • Ryan Bertrando, Head of Corporate Development, Symphony
  • Meighan Grady, Account Manager, Symphony
- Citi
  • David Feldman, Digital Solutions | Markets Innovation, Citi
  • Ella White, Digital Delivery, Citi
- 28Stone
  • Venu Bolisetty, Head of AI and Buy side vertical, 28Stone
  • Thomas Dolan, Founder, 28Stone
- Taskize & Euroclear Bank
  • Philip Slavin, Chief Executive Officer & Co-Founder, Taskize
  • Kishan Bharwad, Head of Product, Taskize
  • Miguel Ferreira, Managing Director, Chief Commercial Officer Americas & Global Financial Institutions, Euroclear Bank SA/NV
- TPICAP & ipushpull
  • Colin Duggin, Global Head of Equities Product, TPICAP
  • Matthew Cheung, CEO, ipushpull
5:00 pm - 5:20 pmSimplifying Off-Channel Communication: The Latest from Symphony Federation & Voice Direct
  • Maysa Baladi, Account Management Senior Specialist, Symphony
  • Chris Winberg, Business Development Senior Specialist, Symphony
  • Jon Emswiler, Associate Director, Account Management, Symphony
  • Mohamed Khalifa, Executive Director, Head of AI & Innovation, JP Morgan Private Bank
  • Mauricio Sada-Paz, Managing Director, Global Head of eFICC Sales, Bank of America
5:20 pm - 5:30 pmIn Closing: Symphony and Microsoft Teams Interoperability
  • Ben Chrnelich, President & CFO, Symphony
  • Michael Lynch, CPO, Symphony

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