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

Panel: Harnessing AI driven digital transformation – A new era in front office productivity and efficiency

• How will AI re-shape front office trading operations, infrastructure and workflows? Where are firms on their adoption journey?
• What are the foundational technology investments in cloud, data analytics, APIs, interoperability for AI integration?
• How should firms manage risks and ensure responsible and ethical AI?
• How should firms plan for workplace transformation and engagement to create an environment of adoption?
• Costs vs. benefit and ROI: How should firms manage the computational complexity and high costs of AI models and data?
• What is the potential for agentic AI to transform algorithmic trading and financial decision-making?

Moderator: Richard Leader, Co-Founder, FastFin Labs, Inc.
Mario Bonilla, CFA, Executive Director, Applied AI and ML Product Lead, JP Morgan Chase
Vijay Bhandari, Head of GenAI Product, Point72
Rachel Zhang, Managing Director, Global Head of Fixed Income Technology, Jefferies
Dan Schleifer, President and Co-Founder, Interop.io
Alex Mirarchi, Principal Capital Markets Specialist, AWS

Keynote Fireside Chat: Evolving the interop strategy – TD Securities on modular architecture and optimized workflows

• Why is modularity the key to flexibility, scalability, and easier upgrades?
• How does a unified, system-agnostic UI layer improve workflows across desks?
• What happens when firms shift from one-size-fits-all to bespoke platforms?
• How do reusable building blocks and user feedback accelerate adoption and innovation?

A conversation with: Tom Herren, Director of Engineering – FICC Technology, TD Securities and Dan Schleifer, President and Co-Founder, Interop.io

Panel: From monoliths to modular: Architecting the future of high-performance trading

• How are trading firms considering their architectural approach to enable 24/7 trading, cloud platforms, AI and multi-asset trading?
• What are the key characteristics of agile architectures?
• What are the challenges and complexities when transitioning to agile and modular event driven architectures – is microservices the only way to go for trading?
• How are firms utilising open source frameworks, cloud, APIs, messaging solutions for customization and to enable enhanced connectivity and real time data distribution?
• Beyond technology, what are the team structures and DevOps culture to underpin transformation?
• How will the technology landscape and vendor offerings in this space continue to evolve?

Moderator: Jason England, Director, Infrastructure Engineering, BMO Capital Markets
Habib R. Shaikh, Executive Director, Distinguished Engineer, Head of High-Performance Electronic Trading Infra, UBS
David Winig, Global Head of FICC Electronic Trading Technology, Bank of America
Himanshu Gupta, Senior Solutions Architect, Capital Markets, Solace
Jon Butler, Co-Founder & CEO, Velox

Presentation: Making a Buy and Build strategy work for trading

Gain practical insights from case studies across a selection of use cases including: FX NDF single dealer platform; Futures & options trading; ETF create redeem workflow automation; Low-touch cash equities flow monitoring; Cross asset trading risk & position management.

Learn:

• How should firms strike the right balance between buy and build to enable 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 streamlined workflows and specialised tooling and functionality to support continuous evolution in this space?

Jon Butler, CEO, Velox

Keynote Fireside Chat: The best use of engineers time – perspectives on in-house development approaches for trading infrastructures

• How can firms reduce internal silos and streamline tech reuse?
• Should engineers ever start trading infrastructures from scratch?
• How do reusable frameworks boost speed and returns?

Conversation with:
Stephen A. Smith, Platform Lead for Global Market Desktop, Bank of America
Adrian Sharp, Editor, A-Team Group

Presentation: The evolution of man(aged): from manual to managed solutions

• How can managed solutions help you do more—with less complexity?
• What does “managed” really mean for exchange infrastructure in 2025?
• Why are both buyers and builders turning to managed solutions?

Mike Gatny, President & COO, Connamara

Panel: How to get the most from trading venue innovation

• How is the trading venue landscape evolving and what are the latest innovations happening across electronic asset classes?
• How are market operators seeking to differentiate themselves with hybrid trading models in the trading landscape?
• How does 24/7 trading impact the buy side on routing decisions and brokers that have to connect to venues?
• How will trading infrastructure need to evolve to support 24/7 trading and multi-asset workflows that integrate traditional securities with digital instruments?
• What opportunities do AI, automation, interoperability and open source, provide for enhancing innovation and enabling more modular and customisable solutions between trading venues, firms and third party vendor platforms?

Moderator: Eric Karpman, SME in Trading Technology & Electronic Trading
Kathryn Zhao, Global Head of Electronic Trading, Cantor Fitzgerald
Eric Powers, Director, Citi Tech Fellow, Global Head of High Performance Architectures Infrastructure; Citi; STAC Fellow
Lauren Weintraub, Head of High Touch Trading, Americas & EMEA, Macquarie Asset Management
Krissy Lawler, Business Development, OneChronos
Mike Gatny, President & COO, Connamara

Event Ends