Agenda

Thursday, October 3rd, 2019

Time
8:00 - 9:00

Breakfast, Check-in

9:00 - 9:10

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

9:10 - 10:40

Keynote from David Gurlé, Founder & CEO of Symphony

Special guests:
  ● Andy Mahoney, Head of Sales, FlexTrade
  ● Michael Lynch, Vice President, Co-Head of Collaboration and Productivity, Goldman Sachs
  ● Andrew Mosson, Executive Director, CIB Digital Strategy, J.P. Morgan
  ● Richard James, Managing Director, CIB Digital Markets, J.P. Morgan
  ● Kevin Landry, Principal - FICC Trading, OTPP
  ● Bhavin Rawal, Vice President, Platform Product Management, Symphony
  ● Goutam Nadella, EVP of Client Solutions, Symphony
  ● Ken Yagen, Chief Product Officer, Symphony

10:40 - 11:10

Networking, Coffee Break

11:10 - 12:00
David Hudson David Gurlé

The Evolution of FinTech and Financial Collaboration

A conversation between David Hudson, co-head of Digital & Platform Services at J.P. Morgan and David Gurlé

12:00 - 1:00

Lunch

1:00 - 4:10


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Moderated by Sid Nadella, Head of Market Solutions, Symphony

1:00 - 1:25

J.P. Morgan: Streamlining the Buy-side Trader Experience
  ● Kwasi Danquah, Vice President, Asset Management Technology, J.P. Morgan
  ● Deepak Mehra, Director, Markets Strategic Investments and Electronification, Citigroup Global Markets Inc.

1:25 - 1:35

Networking, Coffee Break

1:35 - 2:00

NatWest Markets’ SCOUT Bot
  ● Matthew Harvey, Head of FI Client Execution Platforms and Digital Sales, NatWest Markets
  ● John Smith, Chief Information Officer, NatWest Markets

2:00 - 2:10

Networking, Coffee Break

2:10 - 2:35

Goldman Sachs’ Symphony Broker IOI Bot for Equity Derivatives
  ● Simon Birtwistle, Executive Director, Securities, Goldman Sachs
  ● Special guest: Christina Sanchez, Commercial Development Manager, TP ICAP

2:35 - 3:10

Networking, Snack Break

3:10 - 3:35

ChartIQ: Leveraging Contextual Data to Take Real-time Action
  ● Dan Schleifer, CEO and Co-Founder, ChartIQ

3:35 - 3:45

Networking, Coffee Break

3:45 - 4:10

Adaptive: Unlocking the Power of the Collaborative Financial Desktop
  ● Matt Barrett, CEO, Adaptive Financial Consulting
  ● Riko Eksteen, Head of Desktop Strategy, Adaptive Financial Consulting

4:10 - 4:45

Networking, Coffee Break

4:45 - 5:45

Symphony Community Showcase
  ● Daniel Nehren, Managing Director, Head of Statistical Modelling and Development, Equities, Barclays
  ● Ila Eckhoff, Managing Director, Industry and Counterparty Management, BlackRock
  ● Stephanie Bonan, Director, FXLM Sales, BNP Paribas
  ● Chris Meehan, Global Head of Product Development, BNP Paribas
  ● Alastair Clarke, Vice President, European Equity Trader, Capital Group
  ● Blake Kellner, Head of Trading Technology – App Engineering, T. Rowe Price
  ● Lauren Robbins, General Manager, Financial Services, ServiceNow
  ● Robert Battoglia, Managing Director, Head of Investors, Insurance and Public Sector Client Risk, Financial Institutions, Standard Chartered Bank

Moderated by Chris Rodriguez, Global Head of Workflow and Sashi Dias Valtz, Global Head of Client Strategy, Symphony

5:45 - 6:00

Closing remarks: David Gurlé

6:00 - 8:00

Cocktails and Networking

Thank you for attending! Check back for replay information.