Speakers

Click on Speaker's name to see profile.

Guest Host

Bridie Barry
Sky News

Martyn Bain
Head of IT Delivery & Strategy
NZX

Martyn has been with the NZX for over 4 years. At NZX Martyn is responsible for IT delivery and IT strategy. Martyn led the project to replace the exchange's trading system - Trayport - in 2007. He was also a key member of the team that setup the AXE technology platform - also Trayport - in 2007/8. Prior to joining NZX Martyn was in London working for Barclays Capital within the Equity Derivatives front office IT are.

Michael Block
General Manager - Investments
FuturePlus Financial Services

Michael Block is currently the General Manager – Investment Division at FuturePlus. Prior to joining FurturePlus, Michael worked for WorkCover NSW, the second largest insurance company in Australia, as General Manager – Investment, where he managed a $12 billion investment fund. Between 1996 and 2004, Michael was director of Treasury and Investment Services at The University of New South Wales at which he managed UNSW’s endowment portfolio and reserves.

JCameron

John Cameron
Senior Technical Advisor
Orc

John plays a key role in product development and strategy for Orc Software.

With over 20 years experience in developing financial software and consulting, particularly in the area of electronic trading and FIX, John Cameron established leading FIX engine solutions provider Cameron Systems in 1997. Cameron Systems was acquired by Orc Software in 2006.

John was a member of the original team that wrote SEATS, the automated trading system used by the Australian Stock Exchange, which went live in 1987. Following this he designed and developed electronic trading and market information systems for major financial institutions throughout UK, France, the USA and Australia including UBS, BZW, Barclays Bank, Australian Stock Exchange, and Equinet (acquired by Knight Ridder).

John is the original author of CameronFIX. He has been involved with 250+ FIX deployments.

John's formal qualifications include a BSc (Hons) Computer Science (University of Sydney) and a MSc Computer Science (University of Sydney).


MCorcoran

Michael Corcoran
Managing Director - Sales and Trading
ITG Australia Limited

Michael Corcoran is Head of Sales and Trading for ITG in Australia, running the firm’s Australian trading and business operations. Michael transferred back to Australia in 2006 having spent three years developing ITG’s Asia Pacific business from Hong Kong. He has over six years of experience with ITG and previously worked as Head of Sales and Trading at BBY in Australia.

Richard Coulstock
Head of Dealing
Prudential Asset Management Singapore

Richard Coulstock is head of dealing for Prudential Asset Management (Singapore) Limited, official title "Director, Head of Dealing". Prior to joining Prudential in Singapore Richard was Head of Asian Equity Dealing at ADIA for just over 4 years and before that he worked for Scottish Widows Investment Partnership in Edinburgh. He currently heads up a team of 9 looking at multi-asset investments mainly in Asia but a year ago they also launched into Latin American equities.

Mark Decourcey
Perpetual
PDunai

Peter Dunai
Managing Director
IRESS Market Technology

Peter has worked in the securities industry since 1984. Peter’s experience spans a wide range of areas including sharebroker systems (front and back office), risk management, derivatives systems, derivatives trading, portfolio systems and financial modeling.

In his role as Technology Manager for McIntosh Securities, Peter was responsible for the establishment of Equinet, an internal sharemarket information system. He managed the transition of Equinet to an independent structure and was instrumental in the subsequent development of Equinet as the leading domestic information service in Australia in the late 1980s and early 1990s.

Peter was a founding shareholder in IRESS Market Technology in 1993 and has served as Managing Director since that time. IRESS is a leading provider in the development and support of financial systems. It's premier range of share market, wealth management and client data management systems is used by a broad range of professionals across Australia, New Zealand, Canada and South Africa.


Zoltan Feledy
Senior Business Analyst
State Street Global Advisors

Zoltan Feledy is a Senior Business Analyst at State Street Global Advisors where he oversees global FIX connectivity. He is a member of the Asia Pacific Regional Committee where he is actively involved in organizing and promoting FPL events in Asia. Previously, he was a member of FPL's Algorithmic Trading Working Group where he helped with the development of FIXatdl (FIX Algorithmic Trading Definition Language) an XML based language used to define algorithmic trading parameters.


JFildes

John Fildes
Co-Chair FPL Global Steering Committee
Managing Director
Instinet

E. John Fildes is the Managing Director of Instinet Pacific, responsible for all the operations of Instinet in non-Japan Asia. Prior to this he was with Morgan Stanley in Hong Kong for 10 years where he held positions as the Head of Equity Marketing and Head of Electronic and Program Trading for the Institutional Equity Division in Asia-Pacific. Before that he was the Head of MSCI for Asia Pacific and was actively involved in the launch of MSCI futures contracts for Taiwan and Singapore on SIMEX. He is also the Co-Chair of the Asia Pacific FIX (Financial Information Exchange Protocol) Steering Committee and is active in promoting the protocol throughout the region. He has been a member of the Steering Committee since 2000. He has written and spoken extensively on the subject of FIX and Electronic Trading.

Prior to joining Morgan Stanley Mr. Fildes held various positions in Europe with the Financial Times Group, Standard and Poor’s and Reuters and has an extensive knowledge of the financial information marketplace.


PFowler Peter Fowler
COO
Chi-X

Andrew Fraser has been at Challenger Financial Services Group since September 2001. Andrew is currently a Senior Dealer responsible for domestic equity trading and domestic derivatives trading. Andrew was closely involved in the decision by Challenger to implement a FIX compliant trading system in early 2008, and has been heavily involved throughout the implementation.


AndrewFraser

Andrew Fraser
Senior Dealer
Challenger

Andrew Fraser has been at Challenger Financial Services Group since September 2001. Andrew is currently a Senior Dealer responsible for domestic equity trading and domestic derivatives trading. Andrew was involved with the decision to implement a FIX compliant trading system in early 2008, and have been heavily involved throughout the implementation.


SteveGarth

Steve Garth
Vice President
Dimensional Fund Advisors Australia

Stephen J. Garth joined Dimensional's Sydney office in 2001 as a Portfolio Manager, and is head of the Asia Pacific Trading Desk. Before joining Dimensional, he was on the faculty at the Australian National University, where his teaching and research interests were in optical fibre technology and quantitative finance.

Steve received his Ph.D. in applied mathematics from the Australian National University in 1987. He also holds a B.Sc. in mathematics and physics, a B.A. in history and politics, and a Masters of Applied Finance.

KGraham

Kym Graham
Vice President
Head of Australian Sales
Instinet Pacific Ltd

Kym Graham is the Head of Sales at Instinet in Australia. He has worked in front office roles in the Securities industry for 12 years starting as a stock analyst at Credit Lyonnais Securities (now Credit Agricole) in London before moving into European Equity salestrading. In 1999, he joined Schroder Securities which was subsequently bought by Salomon Smith Barney (now Citigroup) and was a member of the No. 1 ranked US Equity salestrading team in London. After joining Instinet in 2003, Kym returned to Sydney to establish a sales operation for the firm.


RHowell

Ross Howell
Equities Dealer
Vanguard Investments

Ross joined Vanguard Investments in 1998, completing various roles across Cash, Unit Registry and Portfolio Administration teams within Operations.

In 2003, Ross moved to a Performance Analyst function, reporting Discrete client and unit trust performance. In 2005, Ross undertook a newly created role within Investments as an Equities Dealer, trading equities and equity future contracts across Japan, Australia, Hong Kong, Singapore and New Zealand, on behalf of the Vanguard Group.


Chris D. Jenkins
Co-Chair FPL Asia Pacific Regional Committee
Managing Director, Asia Pacific
Tora Trading

Chris joined Tora in 2006 as Managing Director and Head of Sales and Operations for the Asia Pacific region. Prior to joining Tora, Chris worked in Hong Kong at SWIFT, a global banking network co-operative, where he managed the Asian FIX sales team. Before SWIFT, Chris worked for Macgregor, a U.S. based order management system (OMS) provider. Chris started his career at Midland Bank stockbrokers and then moved to AXA Investment Management. In total, Chris has over ten years of experience in the financial software industry, five of which have been in Asia. In addition, Chris is the Co-Chairman of the Asia-Pacific Committee for FIX Protocol Limited, and has been instrumental in expanding the use of electronic trading throughout Asia.


Martin Koopman
Former Co-Chair FPL Americas Regional Committee
Former President Orc Software North America / Cameron Systems

Martin Koopman was formerly President, North America for Orc Software.

Based in New York he was responsible for the business and growth of Orc Software in North America. Orc Software provides securities trading software for advanced derivatives trading and low latency connectivity.

Prior to this position Martin was President of Cameron Systems based in New York. Cameron Systems was a software company that helped securities firms connect to each other to trade stocks, futures and options using the FIX protocol messaging standard. With John Cameron he grew the company from inception in Australia to being the world's largest supplier of FIX protocol software. Cameron Systems was acquired by Orc Software in 2006 for AUD $51 million.

Previous to this Martin was a management consultant at The Boston Consulting Group in Australia.

Martin was Co-chair of the Americas Committee of FIX Protocol Ltd and a member of the FIX Protocol Ltd Global Steering Committee until 2007.

Martin resigned from Orc Software early 2008 to spend a year traveling through the Middle East, China and India with his wife, and moved back to Australia last month. His email is martinkoopman@gmail.com
 

Jason Lapping
Head of Equity Execution Services Asia Pac
SG Securities HK
DannyLee Danny Lee
Vice President
NYFIX Asia Pacific

James Levy
Former Head of Trading
AMP Capital Investors

James Levy has over twelve years equity market experience on the sell side and more recently on the buy side as the Former Head of Trading (Asia Pacific) at AMP Capital Investors.


sethmerrin

Seth Merrin
Founder and CEO
Liquidnet

Seth Merrin is co-founder and CEO of Liquidnet Holdings, an electronic marketplace that facilitates institutional equities trading for more than 550 asset management firms worldwide with trading in 29 markets across the globe. He has served as its President and Chief Executive Officer since November 1999.

Seth was named 2008 Ernst & Young’s Entrepreneur of the Year Metro New York in Financial Services and ranked 7th among Institutional Investor magazine’s 2008 Online Finance 40.

Prior to Liquidnet, Seth co-founded VIE Systems, Inc., a financial services application integration software company, in 1997. In 1985, Seth founded his first company, Merrin Financial, which launched the industry’s first order management, compliance and electronic order routing systems for asset managers. Merrin Financial was sold to ADP in 1996.

Liquidnet has been recognized with numerous awards for excellence, most recently being named the 2008 Best Crossing Network by Waters magazine, Best Trading System for the Buy-side at the Financial News IT Awards 2008 (Europe), and Best Electronic Alternative Trading Venue 2008 AsianInvestor Service Provider Awards.


Chris Miller
Macquarie

Richard Nelson
Senior Vice President
AllianceBernstein Australia

Richard Nelson is a Senior Vice President responsible for equity execution in the Australian and New Zealand markets. Prior to joining AllianceBernstein in 2001, Richard was the Vice President for Quant & Portfolio trading at Credit Suisse Australia. Before that he held various roles at AMP Asset Management.


Will Psomadelis
Head of Trading, Equities
Schroders Australia

Will is Head of Trading, Australian Equities. He is responsible for effectively trading equity, currency and derivatives order flow. Will joined Schroders in September 2004 from ING Investment Management Asia Pacific. Will holds a Bachelor of Commerce from Macquarie University.


BRadclyffe Ben Radclyffe
Director - Direct Execution Services
UBS

Ben joined UBS's Direct Execution desk in Sydney in 2006, and is responsible for both DMA and Algorithmic Trading into the Australian market and ANZ based clients trading internationally.

His previous roles include running a global trading technology team, based in both in APAC and London.

MatthewSaul

Matthew Saul
Head of Trading for Asia ex-Japan
FIL Investments

Matt is responsible for managing the Asia-ex Japan equity trading desk, based in Hong Kong. Prior to joining Fidelity in 2002, Matt spent five years at Citigroup in Melbourne, first on the sell side, then joining the buy side as equity dealer.


PSherriff

Peter Sherriff
Technical Solutions Architect, Asia-Pacific
Charles River Development

Peter Sherriff is Charles River's Principal Architect. In this role, he is responsible for designing holistic investment management technology solutions for new and existing clients, utilising Charles River Investment Management System in the front and middle office. Sherriff joined Charles River in 2002 as Technical Support Manager - EMEA and Asia Pacific, where he focused primarily on establishing the support structure and processes outside the Americas. He is based in Charles River's Asia Pacific headquarters in Melbourne.

Sherriff has over 14 years of industry experience with various engineering, consulting and client services firms. Most recently, he was the Client Services Manager, Misys Asset Management Systems in Birmingham. Prior to that, he was Senior Consultant at ACT Financial Systems, where he helped to implement and test Y2K and single euro currency compliant investment management systems.

Sherriff holds a bachelor's degree in software engineering from the Imperial College of Science, Technology & Medicine in London, England.


David Stocken
Manager - Trading and Derivative Equity Markets
Australian Securities Exchange

David Stocken has worked in financial markets for over 2 decades. His work experiences include broking, principal trading and equity derivatives market making. David worked for Macquarie Bank for 11 years and helped develop their London, New York and Hong Kong equity & equity derivatives trading desks. David has been with ASX since 2005 and works closely with brokers and fund managers on product and trading development at ASX.
 

Ben Valentine
Director, Head of Electronic Execution
Citigroup Global Markets Australia

Ben Valentine is a Director, Head of Electronic Execution for Australia & New Zealand, based in Sydney. Ben joined Citi in 2000 and has over 11 years experience in the financial markets. Ben's Electronic Execution responsibilities include DMA and algo sales & trading, Connectivity and Crossing Networks/Dark Pools. Over the years, Ben has also played an active role in market reform, working closely with both the buyside, sellside and local exchanges/regulators.


Greg Yanco
Regional Commissioner
ASIC

Greg Yanco is Senior Executive Leader of Market Participants & Stockbrokers and NSW Regional Commissioner. The Market Participants & Stockbrokers team has responsibility for overseeing compliance by market participants with their AFSL conditions.

Greg Yanco is former Chief Executive Officer of AXE ECN, a joint venture formed to provide an alternative venue to trade Australian listed securities.

Prior to this Greg was at the Australian Stock Exchange (1986-2006) where he managed diversified teams within ASX's regulatory and commercial environments covering market structure and product management, client relations, market surveillance and broker compliance.

Greg has extensive experience and knowledge in financial market development, regulation and supervision.


Stephen Zilioli
Co-head
Liquidnet

Steve joined Liquidnet in March 2007 with more than nine years' experience in Australian and New Zealand equity markets. As Joint Head of Liquidnet Australia, Steve oversees the company's Australian business, with particular focus on growing offshore participation in the local marketplace. Prior to joining Liquidnet, Steve spent five years as an Australian and New Zealand equities sales trader with leading investment bank UBS, following a similar role with Merrill Lynch. Before moving to Australia in 1998, Steve worked in the US fixed income securities markets with SunTrust Capital Markets in Atlanta, Georgia after an economic research role with the New York Stock Exchange.



 




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