London Stock Exchange ETF Conference 2017
3.5 structured CDP hours accredited
23 Mar 2017
- Event
London Stock Exchange
Paternoster Square
London EC4M 7LS
Join us for a morning of exciting discussion and networking at London Stock Excange's ETF Conference taking place at Paternoster Square.
Deborah Fuhr
Managing Partner & Co-founder, ETFGI
Deborah Fuhr is the managing partner and co-founder of ETFGI, an independent research and consultancy firm launched in 2012 in London offering paid for research subscription services: the ETFGI annual research service provides monthly reports on trends in the global ETF and ETP industry, access to the ETFGI database of all ETFs/ETPs listed globally with factsheets which are updated monthly, ETFGI annual review of institutions and mutual funds that use ETFs and ETPs, the Active ETF landscape report service and the Smart Beta ETF Landscape report service which provide monthly reports on trends in that segment of the market. Previously, she served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011. Fuhr also worked as a managing director and head of the investment strategy team at Morgan Stanley in London from 1997 – 2008, and as an associate at Greenwich Associates.
Caroline Baron
Head of PowerShares ETF Distribution - UK, Invesco PowerShares
Caroline Baron has been heading Invesco PowerShares ETF Distribution UK since 17 March 2014. Prior to joining Invesco, Caroline spent close to 8 years with BlackRock in London. In her initial role, Caroline developed the iShares ETF business working with the French team covering institutional clients. Following the merger of Barclays Global Investors with BlackRock, Caroline co-headed the iShares UK Wealth Market and was in charge of distributing ETFs to major Private Banks, Family Offices and Asset Managers in the UK. Caroline started her career in Investment Banking and Brokerage, spending 5 years with Crédit Agricole Indosuez and IFX Markets. Caroline held a variety of positions on the Treasury Desk, on the CDO desk and on the Futures and LME Desk. Caroline Baron holds a Master of Economics from ESSCA (Ecole Supérieure des Sciences Commerciales d’Angers, France) and received a Dean’s Honors from the University of Saint-Louis (Missouri).
Thomas Bartolacci
Head of ETF Capital Markets - UK, Vanguard Asset Management
Thomas Bartolacci, CFA leads the Vanguard European ETF Capital Markets team. He and his team are responsible for improving the liquidity of Vanguard ETFs®, managing relationships across the trading community, and assisting Vanguard sales teams with product support and trading strategies. Before his current role, Mr. Bartolacci was a trader in the Vanguard Fixed Income Group helping to manage Vanguard’s active investment grade credit funds. He has extensive knowledge of the fixed income markets with experience trading cash bonds, derivatives, and currencies. Mr. Bartolacci joined Vanguard in 2008. He holds his Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society of Philadelphia. He earned his B.S. in finance from The Pennsylvania State University and holds FINRA Series 7, 24 and 63 licenses.
Christine Cantrell
Sales Director ETFs, BMO Global Asset Management
Christine Cantrell is UK Sales Director for ETFs at BMO Global Asset Management. Christine joined BMO in 2016 to drive the ETF business development in the UK. She has over seven years’ experience in the ETF industry, most recently at State Street Global Advisors where she was responsible for relationships with UK asset management and financial intermediary firms.
Michael Chow
Managing director of Fullgoal Asset Management (HK) Limited
Mr. Chow Yuk Sing is managing director and responsible officer of Fullgoal Asset Management (HK) Limited. Prior to joining Fullgoal Asset Management (HK) Limited, Mr. Chow was executive director at China International Capital Corporation from 2011 to 2012. From 1998 to 2011, Mr. Chow held various senior positions at MCL Assets Limited, Superfund Financial (HK) Limited, American Express Bank and MFS International Limited. Mr. Chow started his asset management career as assistant director at Jardine Fleming Unit Trusts Limited from 1992 to 1998.
Mr. Chow has over 20 years of asset management experience in sales and marketing, business development and office management in Asia.
Bruce Gunn
ETF Trading, IMC
Bruce joined IMC in 2016 to promote and grow its presence in ETFs and relationships with institutional counterparties. Previously he worked as an ETF market maker at both Cantor Fitzgerald Europe and Peel Hunt.
Adam Laird
Head of ETF Strategy Northern Europe, Lyxor ETF
Adam Laird is Lyxor ETF’s head of ETF Strategy in Northern Europe. Adam’s role is to help investors understand the ETF landscape – coordinating Lyxor’s research in Northern Europe to enhance ETF visibility and awareness. Adam has become a prominent industry commentator on passive investment issues and trends, regularly contributing to both print and broadcast media. Adam was previously at Hargreaves Lansdown, where he was in charge of passive and ETF fund business, investment research and selection.
Howie Li
Executive Director - Co-Head of CANVAS, ETF Securities
Howie Li joined ETF Securities in 2009 and was appointed Co-Head of CANVAS and the firm’s UCITS ETF business in 2013. CANVAS is ETF Securities’ platform which focuses on bringing new ETFs to market in partnership with third parties. Prior to becoming Co-Head of CANVAS, Howie was Head of Legal at ETF Securities. His background is in legal and product development, maintenance and operation. Howie is a qualified solicitor in England and Wales having previously trained and worked at Simmons & Simmons in London, advising the hedge fund industry. He holds a LLB from the University of Leeds.
Christopher Meyers
Senior Institutional ETF Trader, Flow Traders
Christopher was educated at Solvay Business School and the University Notre Dame de la Paix in Belgium and the TU Berlin in Germany. He holds a university degree (BA) in economics and a master degree in financial engineering (Cum Laude). He works as a sales trader heading the UK / BENE at Flow Traders, where he is part of the institutional trading team, quoting ETP’s to institutional counterparties over Request For Quote (RFQ) platforms, RSP, etc. As a result investors benefit from increased liquidity, higher execution quality and lower overall trading costs.
Sander van Nugteren
iShares Capital Markets EMEA, BlackRock
Sander van Nugteren, Director, is a member of the EMEA iShares Capital Markets Group. Within the Capital Markets Group he leads a team that has responsibility for Broker Execution; Market Structure and Platform Development. The team focusses on maintaining liquidity and performance of iShares ETFs as well as taking a leading role in improving ETF market structure. Mr Van Nugteren’s service with the firm dates back to 2007, including his years with Barclays Global Investors (BGI), which merged with Blackrock in 2009. Before joining the Capital Markets team he was a member of the Risk & Quantitative Analysis team with oversight of Operational Risk. He joined BGI from Schroder Investment Management where he was employed as an Operational Risk Manager in their London office. Previous to that he held roles in Finance at Credit Suisse and Merrill Lynch.
Mr Van Nugteren holds a Bachelor of Commerce degree and a Post Graduate Diploma in Accounting. He qualified as a Chartered Accountant with Ernst & Young.
Pietro Poletto
Global Head of ETF and Fixed Income Products and Co-Head of Equity, Funds & Fixed Income – Secondary Markets, London Stock Exchange Group
Pietro Poletto oversees Fixed Income, Securitised Derivatives, ETFs and ETPs for London Stock Exchange Group. He manages several markets across London and Milan, used for the listing and trading of a wide range of fixed income and structured products. Pietro joined Borsa Italiana in 1999 and at the time of the merger between London Stock Exchange Group and Borsa Italiana in 2007, was appointed to his current role. He has led a series of local and Group-wide initiatives, supervising the launch of the Italian Covered Warrants market in 2000 and the launch of ETFPlus, Borsa Italiana’s platform for the listing and trading of ETFs, ETCs and ETNs. He also oversees Borsa Italiana’s MOT market, the most successful retail bond trading platform in Europe. Most recently, in February 2010, he oversaw the launch of the Order book for Retail Bonds (ORB), the UK’s first centralised, on-exchange market for retail-sized government and corporate bonds. Pietro is also a Board member of MTS and EuroMTS and CEO of EuroTLX.
Henry Reece
Head of Sales, SIG Susquehanna
Henry joined SIG Susquehanna in 2007 on the commodities desk, market-making the precious metal ETFs. Since 2009 he has headed the ETF sales trading desk which provides SIG Susquehanna’s liquidity to a wide-range of professional counterparties across Europe in equity, fixed income and commodity tracking products. Henry’s team interacts with clients over the phone, instant chat and a variety of RFQ platforms and uses the firm’s trading expertise to provide counterparties with valuable market colour on ETF liquidity and trading strategies.
Manuela Sperandeo
iShares Head of Specialist Sales EMEA, BlackRock
Manuela Sperandeo, Director, is iShares Head of Specialist Sales EMEA, responsible for the distribution of Smart Beta and Liquid Alternatives ETFs. Prior to that, she was a member of the iShares Product Innovation team where she was responsible for Fixed Income product research. Manuela joined Blackrock in April 2014 from Barclays, where she spent 6 years working across several roles in the Investment Bank and the Wealth and Investment Management divisions. Most recently she was a Director at Barclays Capital Fund Solutions, an asset management business specializing in absolute return and alternative indexation strategies. Prior to that, she was a member of the Product Development team focusing on investment products for Barclays private and retail clients. Prior to Barclays she worked as an investment analyst at Alpstar, a credit hedge fund and as a Structured Derivatives Sales at Credit Suisse. Manuela earned an Economics Degree, with distinction, from Bocconi University in Milan and an MBA from Harvard Business School.