TradeTech FX 2017

September 11-September 13, 2017

Fairmont Rey Juan Carlos, Barcelona

44 (0) 20 7368 9836

Helen Thomas

Senior Currency Portfolio Manager
SSGA
Prior to joining SSGA, Helen was a Partner at a global macro fund, ABD Investment Management LLP. Before that, Helen worked for thirteen years in foreign exchange at a number of investment banks, including Societe Generale and Merrill Lynch. She also spent time working in politics, as an advisor to George Osborne in the Office of the Shadow Chancellor, and as a Research Fellow at the think tank Policy Exchange. She has authored a number of policy papers and contributed research to a book on the financial crisis entitled “Masters of Nothing”. Helen is a CFA Charterholder and is the Chair of CFA UK’s Continuing Education Committee. Helen will be taking part in the Oxford Style Debate ‘True or False – Brexit will lead to London losing its position as the global FX hub’ on the 12th September, hosting the Europe Currency Roundtable on 12th September, and contributing to the In Conversation session ‘Unbundling – What strategies are Portfolio Managers using to quantify and pay for FX research in a MiFID II world?’ on the 13th September.


Day 1 - Tuesday 12th September 2017

1:10 PM Oxford Style Debate: True or False – Brexit will lead to London losing its position as the global FX hub

  • Audience vote at the start of the debate to see if the majority believe London will lose its position as the global FX hub

  • Panel arguments for: why London will lose its position as the global FX hub

  • Panel arguments against: why London will remain the global FX hub

  • Audience vote at the end of the debate to see if the panellists have been able to influence the vote in favour of their argument

4:50 PM Global Currency Roundtables: Breaking down geo-political boundaries – All you need to know about currency trends to meet your investment objectives across global jurisdictions

Join these informal, locality specific roundtables hosted by one individual expert in that jurisdiction. This is your chance to quiz a market expert on where the opportunities lie in a continent of your choice, and the implications this will have on currency investing. Each roundtable is limited to 10 buy side to entice an interactive, open discussion. Drill down on the major macro indicators affecting each jurisdiction:
USA Roundtable - What impact is the Trump era having on US capital markets?
Hosted By: Marc Chandler, Head of FX Strategy, Brown Brothers Harriman
Europe Roundtable - What does Brexit and recent and upcoming European elections mean for the European investment landscape?
Hosted By: Helen Thomas, Senior Currency Portfolio Manager, SSGA
Asia Roundtable – Algorithmic trading opportunities in Asia – challenges and opportunities
Hosted by: Rajib Ranjan Borah, Director, iRage Capital
EM Roundtable - Are emerging markets finally set to rally significantly in 2017/2018?
Hosted By: Paul Chappell, Chief Investment Officer, C View
Australia/NZ Roundtable – Key challenges and opportunities in this region
Hosted By:  Jeremy Lawson, Chief Economist, Standard Life Investments

Day 2 - Wednesday 13th September 2017

11:40 AM Fireside Chat: Unbundling – What strategies are Portfolio Managers using to quantify and pay for FX research in a MiFID II world?

  • Working towards a global, multi-asset view - how do you manage cross subsidisation between asset classes, and in a global firm?

  • How can you quantify and categorise what constitutes ‘FX research’ - how are leading firms addressing this?

  • Should you do all or most research internally, is this where investment is going?

  • How do you decide how much you will pay for research – and how do you justify research costs to your investors?