Agenda

Thursday, October 3rd, 2019

Time
8:00 - 9:00

Breakfast, Check-in

9:00 - 10:30

Keynote from David Gurlé, Founder & CEO of Symphony

Special guests:
  ● Andy Mahoney, Head of Sales, FlexTrade
  ● Andrew Mosson, Executive Director, CIB Digital Strategy, J.P. Morgan
  ● Kevin Landry, Principal - FICC Trading, OTPP
  ● Goutam Nadella, EVP of Client Solutions, Symphony
  ● Ken Yagen, Chief Product Officer, Symphony

10:30 - 11:00

Networking, Coffee Break

11:00 - 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
1:00-1:25

J.P. Morgan: Streamlining the buy-side trader experience
  ● Andrew Mosson, Executive Director, CIB Digital Strategy, J.P. Morgan
  ● 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
  ● Simon Birtwistle, Executive Director, Securities, Goldman Sachs

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

4:10 - 4:45

Networking, Coffee Break

4:45 - 5:45

Symphony Community Showcase: Cross-Company Automations
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

*Check back as the agenda will be updated regularly