Opening & Welcome
Andrew Delaney, President & Chief Content Officer, A-Team Group

Keynote Fireside Chat: Technology transformation and the trading desk of the future

• What are the technology and market drivers influencing the evolution of the trading desk?
• How should firms ensure current systems keep up with the speed of innovation in a challenging budgetary environment?
• What skills and technologies will be critical to the future of the trading desk?
• How transformative will AI be and what are the opportunities and challenges?
• What progress are firms making in harnessing data sources and analytics?
• How should firms leverage partnerships and collaborations to move fast, build trust and add value?
  

Interview with: Matthew McLoughlin, Partner & Chief Commercial Officer, Liontrust Asset Management
Interviewed by: Michelle Ansell, Market Data & Trading Technology Industry Advisor 

Panel: How to move to a modern, component based trading architecture using a Buy AND Build Approach

• What are the limitations and challenges of just buying or building?
• When firms are considering new data and technology products in trading, how should they decide what to build and what to buy?
• What are financial institutions looking for in a technology partner and what is key to a successful collaboration and partnership?
• What are the critical success factors for successful technology integration?
• What are the expected benefits and ROI?

Moderator: Steve Grob, Founder, Vision57
Gary Collier, CTO, Man Group
Sunny Jaisinghani, Head of Data, Global Custody, State Street
Jon Butler, CEO, Velox
Mike Gatny, President & COO, Connamara

Buy AND Build innovation case study: Innovation unleashed! Building a competitive advantage with a flexible and agile high performance trading platform

• How to align business and technology to develop the strategic technology vision and strategy
• How to strike the right balance between buy and build and critical success factors for a successful technology partnership
• How to build open platforms using deterministic event-driven architectures, Aeron and cloud
• Lessons learned: Key insights into the process, technical underpinnings and secrets of project success
• How to identify and measure metrics and ROI of a new trading platform

Anvar Karimson, CTO, Kepler Cheuvreux
Matt Barrett, CEO & Co-Founder, Adaptive 

Panel: Modernising data infrastructure and creating a strong data foundation for trading applications

• What are the components and capabilities required for a modern data infrastructure?
• Where are firms on their integration journey to gain a complete view of their data landscape?
• How are new tools and techniques (e.g. cloud, data fabric/mesh, knowledge graphs, glossaries, catalogs etc) being used to unify disparate sources of data?
• What are the best practice approaches for data ingestion into the cloud environment?
• With regulators’ increasing focus on cloud concentration risk e.g. DORA, how should firms best mitigate and strengthen their operational resilience?

Moderator: Hayley McDowell, EU Equity Electronic Sales Trader & EU Market Structure Consultant, RBC Capital Markets
Duncan Cooper, Chief Data Officer – Asset Servicing, Northern Trust
Vipul Chandna, Head of Business Solutions, Sarasin & Partners
Sachin Sureka, Global Principal – Financial Services, Amazon Web Services (AWS)
Jeremy Posner, Independent Enterprise Architect, Former Fidelity 

Buy AND Build innovation case study: Enabling data science and analytics with intuitive data storage and retrieval

• What are the challenges around building data tools for Quant?
• What aspects of the design and implementation affect the choice of tools?
• Why would an asset manager build their own solution for this?
• What lessons have we learnt doing this?
• Are we happy with our build vs. buy choices?
  

James Munro, Head of ArcticDB, Man Group
Javier Mitra-Valdes, Head of Product, BQuant Platform, Bloomberg LP

Chaired by: Reena Raichura, Founder, Finergise

Panel: Practicalities of implementing interoperability and low code no code development frameworks

• Why implement interoperability and LCNC? What are the business and technical problems that these technologies are  solving for?
• What are the considerations when evaluating whether to buy or build these technologies?
• How do you get started with your interop and/or LCNC implementation?
• What common standards are needed for interoperability and LCNC?
• What are the best practices for delivering a project using interop and/or LCNC?
• What type of solutions are being built using interoperability and LCNC?

Moderator: Reena Raichura, Founder, Finergise
Louis Blackburn, Lead Product Designer, Lloyds
Rajendra Khokher, Managing Director, State Street; CTO, BestX
Steve Grob, Founder, Vision57
Shantanu Goyal, Head of Product – Agency Trading, Broadridge

Buy AND Build innovation case study: Strategic ETF workflow modernisation at speed and scale

• What are the workflow challenges affecting user and developer productivity in the ETF trading space?
• How should firms strike the right balance between buy and build to enable ETF strategic workflow modernisation at speed and scale?
• What are the lessons learned from a collaborative partnership and rapidly achieving a live product?
• What are the benefits of a streamlined workflow and specialised tooling and functionality to support continuous evolution in this space?

Jon Butler, CEO, Velox
Jeffrey Baccash, Director, Head of Global ETF Solutions, BNP Paribas Securities Services

Buy AND Build innovation case study: Transforming the equity trader’s workflow with Interoperability

Learn how T. Rowe Price has modernised the equity trading desk with interop.io.

• How does a successful interoperability project go from ideation to production?
• Explore guiding principles to consider, such as customisation and scalability
• What are the steps to deliver a working prototype?
• How do you get internal buy-in / see traders begin to adopt the new platform?
• What are some workflows that T. Rowe has created for traders?

Dan Schleifer, President and Co-Founder, Interop.io
Dan Green, Group VP – Global Trading, T. Rowe Price

Buy AND Build innovation case study: Journey of building and migrating algos at Stifel Financial

• Considerations for build vs. buy and what influenced our approach
• How to address challenges and insights into the process
• Lessons learned and early benefits from our journey so far
  

Fireside Chat with: Aviad Axelrod, Algorithmic Trading and Execution Services, Stifel Financial
Interviewed by: Andrew Delaney, President & Chief Content Officer, A-Team Group

Panel: How to successfully integrate and deploy AI in trading analytics and research

• What are the current trends in trading analytics and how are analytics being deployed to support stages of the trading lifecycle – pre-trade, execution, TCA?
• As data becomes commoditised, how are firms focusing on innovative analytics to drive trading performance and effectiveness?
• How can firms leverage alternative data sources and use AI and Machine learning techniques, including Generative AI/LLMs for trading analytics and research?
• What are the critical success factors for successfully integrating AI and ML tools into trading workflows?
• Should firms build or buy their AI/technical expertise? How do you see strategic investment in AI evolving?
• How will analytics continue to improve the evolving trader’s workflow?

Moderator: Nicola Hedley, Co-Founder, Dark Spark Consulting
Matthew Hertz, Head of ML Technology, Man Group
Adam Ragol-Levy, Global Multi-Asset Product Manager, RBC Capital Markets
Joe Everitt, Managing Director, Electronic Trading, Stifel Financial
Dr. Elliot Banks, Chief Product Officer, BMLL