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SYMPHONY INNOVATE
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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 pm
Welcome and Opening
Welcome and Opening
Meghan Curran, Account Director, Symphony
1:05 pm - 1:20 pm
Keynote: D
3
of Disruption
Keynote
Brad Levy, CEO, Symphony
Michael Lynch, CPO, Symphony
1:20 pm - 1:45 pm
The Evolution of Operations Workflows: Full Session Live Demos from DTCC and Symphony
Full Session
Demo (DTCC and Symphony)
Demo (DTCC)
Q&A
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 pm
Innovations 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
Full Session
Brandi Love, Market Data Engineer, RBC
Nigel Someck, CEO, MDXT
-
NewBridge LoanBook
Full Session
Sid Bhandari, Founder and CEO, LoanBook
-
Eidosmedia
Full Session
Omar Gazarin, Head of Presales, Eidosmedia
Rahul Ravikrishnan, Head of Product, Eidosmedia
-
Wells Fargo
Full Session
Anand Gupta, Executive Director, Wells Fargo
-
HUB
Full Session
Paul Taylor, CEO, HUB
2:55 pm - 3:15 pm
Bringing Insights to Trader Voice: Cloud9 Transcription and Voice Analytics in Action
Full Session
Demo
Q&A
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 pm
Coffee, tea break
3:45 pm - 4:00 pm
In Conversation: Market Structure Evolution
Full Session
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 pm
Innovations 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
Full Session
David Feldman, Digital Solutions | Markets Innovation, Citi
Ella White, Digital Delivery, Citi
-
28Stone
Full Session
Venu Bolisetty, Head of AI and Buy side vertical, 28Stone
Thomas Dolan, Founder, 28Stone
-
Taskize & Euroclear Bank
Full Session
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
Full Session
Colin Duggin, Global Head of Equities Product, TPICAP
Matthew Cheung, CEO, ipushpull
5:00 pm - 5:20 pm
Simplifying Off-Channel Communication: The Latest from Symphony Federation & Voice Direct
Full Session
Demo
Q&A
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 pm
In Closing: Symphony and Microsoft Teams Interoperability
Full Session
Demo
Ben Chrnelich, President & CFO, Symphony
Michael Lynch, CPO, Symphony
recent conferences
Symphony Innovate New York 2024
Symphony Innovate London 2023
Symphony Innovate New York 2022
Symphony Innovate London 2022
Symphony Innovate New York 2021
Symphony Innovate New York 2020
Symphony Innovate Europe 2020
Symphony Innovate New York 2019
Symphony Innovate Asia 2019
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