Sponsors

Agencia Estado 

Bloomberg

CME Group

NASDAQ OMX

SAVVIS

PRESENTED BY

Inside Market Data

Inside Reference Data

FISD

Speakers

Carlos Areia

Carlos Areia

CEO, Phare Global

Mr. Areia is the founder and CEO of Phare Global Markets. He started the Firm in October 2007 from New York City, and structured the business in Brazil after returning to São Paulo during that same year. Prior to starting Phare, Mr. Areia was a Senior Sales executive at Bloomberg L.P. in New York and São Paulo. Based in New York for 2.5 years Mr. Areia has provided service for many of the leading Fortune 500 companies and financial institutions. He also worked for Salomon Smith Barney (Citigroup Global Markets) in East Lansing, Michigan in 2004 and Raymond James in Santa Barbara, California in 2000 prior to joining Bloomberg in New York. Mr. Areia holds a bachelor's degree in Economics from Michigan State University. Specialties: Start-up management, New Ventures, joint-venture strategies, market analysis, financial technology sourcing, M&A, financial markets technology and specialized sales channel and business development.

 

Tiago Borges Siqueiros

IT Infrastructure Specialist, High-Frequency Trading, HSBC

Max Bowie

Max Bowie

Editor, Inside Market Data Magazine

Luiz Gustavo Cherman

Luiz Gustavo Cherman

Economist, Itau Banco

Luiz Gustavo Cherman has been working as economist at Itaú since 2008. Before that he was an economist at the Latin American Economic and Market Analysis team at Citigroup, having started his career at the macroeconomic and strategic planning directory of the Spanish telecommunications company Telefonica. Throughout his career, Luiz has concentrated his analyses on Brazilian economic cycles, external accounts and politics. Fluent in English and Spanish, he did his undergraduate studies in Economics at the Pontifical Catholic University of Rio de Janeiro and pursued an MSc in Economics at the University of São Paulo. Luiz has ample experience in presentations to clients.

Geraldo Coelho

Geraldo Coelho

Sales Manager, South America, Bloomberg L.P.

Geraldo Coelho is the South America regional sales manager of Bloomberg. Geraldo joined Bloomberg in 1996 during the initial stages of its operations in Latin America. During Geraldo's 13 years carrier at Bloomberg, he held several managing positions in Brazil and Mexico helping the company build sales and customer service for the desktop solution and Trading Systems. Bloomberg provides the financial community with News, analysis and pricing for Money Markets, FX, Fixed income, Equities, Funds, Derivatives, Commodities and Energy as well as Portfolio analytics, Risk Management applications and an array of sophisticated tools for Trading & Liquidity.

 

Matthew Cowley

Brazil Bureau Chief, Dow Jones Newswires

Matthew Cowley was named Brazil bureau chief for Dow Jones Newswires in May 2010. Matt was Argentina bureau chief since June 2009. Prior to that he was a special writer in New York, producing the Money Talks column, and before that, reported in the Emerging Markets group. He first joined Dow Jones in August 2004. He was born in Venezuela and also lived in Chile and Uruguay. He holds a bachelor’s degree from Liverpool University in economics and Latin American studies

Tom Davin, FIA

Tom Davin, FIA

Managing Director, FISD

Tom Davin is Managing Director, Financial Information Services Division (FISD) for the Software & Information Industry Association (SIIA). FISD is the global, neutral forum for the financial information industry with a diverse membership that includes major market data vendors, exchanges, technology providers, and the financial institutions that utilize financial data products. Tom works closely with FISD members to identify major issues and seek opportunities to bring the financial information industry together to discuss and resolve those issues. FISD conducts regular membership events in North America, Europe, Asia, and Australia and hosts the biennial World Financial Information Conference – the premiere global industry conference for financial information professionals.

Frank Desmond

Frank Desmond

Managing Director, Tullett Prebon Information

Frank Desmond manages Tullett Prebon Information’s global business with operations in Europe, the Americas and Asia Pacific. He has been responsible for spearheading Tullett Prebon Information’s market leading growth over the past four years. Tullett Prebon Information provides the financial community with independent market data from the OTC financial markets including Rates, Money and FX, Fixed Income, Volatility, Commodities and Energy. Prior to joining Tullett Prebon Information, he spent more than a decade at Thomson Reuters in a range of legal and business roles. He is a frequent speaker at industry events and served on the executive committee of the FISD for several years. Frank began his career as a corporate lawyer where he worked for several years at international law firm, Clifford Chance LLP.

He was educated at University College Dublin. Married with two children Frank lives near London.

Anna Didier

Anna Didier

Global Head of NDFs and Head of Latin American Markets, ICAP

Anna Didier is responsible for further developing all aspects of ICAP Electronic Broking’s electronic NDF product portfolio and will lead our efforts to build a strong EBS presence in the Latin American region.

Anna has nearly 20 years’ experience in the financial services industry and has worked in Brazil, Canada and currently the USA.

Prior to joining ICAP in September 2009, Anna spent ten years as an emerging markets FX trader at RBS/ABN Amro, where she was responsible for the Asian, Brazilian, Argentinian and CEEMEA books. During her time there, Anna led substantial FX trading revenue increases.

Originally from Salvador, Brazil, Anna has an MBA from the University of Illinois. She speaks Portuguese, English, Spanish and French.

 

Will Evans

Director, Alliance & Venture Management,, CME Group

William Evans has served as Director, Alliance & Venture Management of CME Group since September 2010. He is responsible for CME Group's alliances, partnerships and ventures in North America and South America. This includes creating strategic growth initiatives and building on the relationships in each region's market. Prior to joining CME Group, Evans most recently served as Director, Global Markets, Derivatives & FX Operations Technology at Bank of America Merrill Lynch. And prior to Bank of America Merrill Lynch, he was Chief Operating Officer at Swapstream LTD., a wholly owned subsidiary of CME Group. He received a bachelor’s degree in computer science from Northern Illinois University.

Andres Araya Falcone

Andres Araya Falcone

Gerente de Informatica, BOLSA DE COMERCIO DE SANTIAGO

13 Years CIO Santiago Stock Exchange. Finance Professor (instructor adjunto) at MTIG – Pontificia Universidad Católica de Chile. IT Strategy and Technology. Senior experience in technology for the capital markets industry. Developing advanced projects related to Trading Systems (Matching Engines, FIX Gateways and Market Data Distribution, DMA) and Post-Trading Systems (depository, clearing & settlement and CCP). Develop SaaS (Software as a Service) solutions for Brokerage firm, integrating straight-through processing front to back office.
Andrés is graduated in Software Engineering and Business Administration MBA Pontificia Universidad Católica de Chile, Post graduate in Advanced Financial Management, and Post graduate in Financial Risk.

Normando Fay

Normando Fay

Global Sales Manager, Agencia Estado Ltda

Formed Engineer, 8+ years experienced on Latam financial market, works at Agência Estado, worked at Bloomberg and Itaú Securities, very specialized on electronic trading platforms, established relationship network with +1000 Latam clients interested on trading and closed big enterprise products sales (datafeed, fix hubs, ems, oms, etc) using consultant skills.

Marcelo Fleury

Marcelo Fleury

Desenvolvimento de Negocios e Produtos, CETIP - Camara de Custodia e Liquidação

Marcelo Fleury
International Business Development Officer , CETIP

A Latin American Debt Capital Markets specialist, Marcelo Fleury, 47, is an international executive with nearly three decades of experience in some of the world's premiere financial markets – São Paulo, New York and London who joined CETIP S.A. in August 2006 as a Senior executive in charge of business development and international relations and is the firm’s designated representative on its ISDA, ICMA and ACSDA memberships. Mr. Fleury also oversees strategy for CETIPnet, the electronic trading platform. With a long and distinguished career where he has held posts as Chief Dealer, Manager, Managing Director and Managing Partner at various firms in Brazil and abroad, his expertise played a key role in the growth and success of some of the most recognized banks and brokerage firms in the sector.

Mr. Fleury began in 1983 with Chicago-based Conti Commodity’s affiliate brokerage Penfield Commodity Ltda. in São Paulo as an International Economics analyst. He later specialized in Precious Metals trading at domestic market-maker Banco Goldmine S.A. He has developed a diverse background in all phases of securities brokerage with particular emphasis on Latin American Emerging Markets. Highlights include opening an office in Brazil for London-based Tullett Prebon plc., Mr. Fleury has been widely credited to have successfully introduced in Brazil the first electronic trading platform for Brady bonds linking top local banks with New York and London major banks.

Mr. Fleury relocated to New York in 1996 as Senior Vice President, Head of Brazil desk for Brady bonds brokerage at Garban Corporates LLC., a subsidiary of ICAP plc., the world's largest Interdealer Broker. During his 5-year term at the firm he has also helped it organize its BRL NDFs desk within the Harlow Meyer Savage FX derivatives division. Subsequently, Mr. Fleury joined Sterling Financial Investment, a South Florida-based broker dealer in 2001 as Managing Director for Latin America Institutional Sales where he stayed until joining Unibanco Luxembourg S.A. as Head of European Institutional Fixed Income Sales in January 2004. While working in the US, Mr. Fleury has held FINRA’s Series 7 and 63 licenses.

He has attended the College of Economics and Business Administration at Pontifícia Universidade Católica de São Paulo (PUC-SP) and is fluent in English, Portuguese and Spanish.

Lawrence Gandt

Lawrence Gandt

Sales Specialist, ThomsonReuters

Larry built his career in the financial services industry on the back of State Street Global Advisors in Boston, starting in 1989. Building and efficiently managing a team of analysts within the firm, he designed analytic delivery systems providing risk and attribution data. Larry continued his success when he joined Thomson Financial as a Product Manager of risk and attribution in 2001. He ultimately became a Director of Relationship Management for the West Coast where he retained and grew revenue for quantitative and analytical processes. In his current role at Thomson Reuters, Larry has been speaking to prospective quantitative news clients for the past 12 months. He completed his MBA at Bentley University in Boston, MA and achieved his CFA in June of 2000.

Antonio Goncalves

Antonio Goncalves

Regional Manager Latin American Markets, NYSE Euronext

Antonio Goncalves is Regional Manager, Sales and Business Development for Latin America for NYSE Technologies.

NYSE Euronext operates the world's largest and most liquid exchange group and offers the most diverse array of financial products and services. NYSE Euronext brings together six cash equities exchanges in five countries and six derivatives exchanges, and is a world leader for listings, trading in cash equities, equity and interest rate derivatives, bonds and the distribution of market data.

A division of NYSE Euronext (NYX), NYSE Technologies provides comprehensive transaction, data and infrastructure services as well as managed solutions for buy-side, sell-side and exchange communities that require next-generation performance and expertise for mission critical and value-added client services.

NYSE Technologies provides a vital and unique connectivity link between the buy-side and sell-side at the point of origin in the trade flow process. This includes more than 450 buy-side institutions and more than 600 sell-side institutions, and connections to exchanges and other electronic trade execution venues around the world.

Before joining NYSE Technologies in New York, Antonio Goncalves worked for Siemens AG in Portugal, Germany, Florida and the Silicon Valley, having launched Siemens Trading and Dispatch businesses in countries of 3 continents such as the UK, France, China, Brasil and Mexico. He subsequently ran the Siemens US Trading and Dispatch division for 5 years.

 

Raphael Juan

Markets Director, CMA

Raphael B. Juan is the global CMA Markets Manager, responsible for developing DMA, OMS/EMS, Market Data and Algorithmic Trading products.

He graduated in electrical and production engineering with 10 years of experience in financial markets, developing technological solutions for the equities and futures trading markets.

 

Michael King

Head of Technical Account Management for Enterprise Products & Solutions Americas, Bloomberg

Clecio Lima

Clecio Lima

CIO, BTG Pactual

 

Chris McGuigan

Head of Americas, Tullett Prebon Information

Chris brings a wealth of experience with over 20 years as a leading professional in the financial information arena. Prior to joining Tullett Prebon Information, Chris worked at MarketAxess and Standard and Poor’s, where he managed successful Data Services businesses. Chris is responsible for driving revenue growth across the Americas and is a key member of Tullett Prebon Information’s global sales team.

Daniel Parke

Daniel Parke

Managing Director, AGENCIA ESTADO LTDA

Daniel (Dan) Parke is the Managing Director of Agência Estado (AE) based in São Paulo, Brazil. AE is Latin America’s largest real-time news agency providing 15,000+ AE Broadcast terminals to finance professionals.

Dan is the AE business unit head reporting to The Estado de São Paulo Media Group’s CEO.

The Estado de São Paulo Media Group is one of Brazil’s largest on-line & print media companies publishing the largest Brazilian daily broadsheet newspaper, Estadão.

Dan manages sales, marketing, service, development, I.T., product and P&L for AE and is responsible for BRL$170 million in revenue. He is AE’s authorized agent and a member of Estado’s Executive Committee.

Prior to running AE, Dan was the Managing Director for Thomson Financial Latin America from 2004-2008. Before joining Thomson, Dan worked at Bloomberg for 13 years where he was responsible for initiating and running Bloomberg’s Latin American business.

 

Eric Parker

Global Relationship Manager, Enterprise Products & Solutions, Bloomberg L.P.

Eric Parker is a Global Relationship Manager for Enterprise Products & Solutions and joined Bloomberg in 2008. Mr. Parker is responsible for building relationships and expanding the services of the Enterprise Products & Solutions division to the International Markets. Prior to Bloomberg Mr. Parker was with Merrill Lynch in New York as the Market Data Business Manager for North American Equities where he was responsible for advising the business on new services while reducing expenses and streamlining all market data services in equities. Before Merrill Lynch Mr. Parker was employed with Reuters America where he worked as a sales specialist focusing on their suite of desktop products and enterprise solutions. His ten years of experience in the market data industry had evolved from 7 years of equity sales & trading with various firms in the industry and completing his sell side experience at Merrill Lynch. Mr. Parker earned a B.A. in Business from Richard Stockton College of New Jersey where he majored in marketing.

Carlos Eduardo Ratto

Carlos Eduardo Ratto

Executive Director, CETIP

Carlos Eduardo Ratto Pereira is the current Executive Director at Cetip responsible for commercial and product development areas, which includes clients and institutional relationship management, product research and product development. He is also responsible for supporting the company's CEO to develop and put in place the strategic planning.

He has almost 20 years of experience in financial market. He was team leader in two multinational banks (BankBoston and HSBC) for more than 10 years. He has large experience in the whole product life circle including business intelligence, product development, sales material, product training, client presentation and post implementation review. During this time he built a solid contact with Sales teams, companies, institutional investors, regulators and other banks product teams. Carlos Ratto has Business Degree from São Paulo Catholic University, an MBA in Finance at IBMEC-SP and an MBA in Business Management at BankBoston Corporate University with final exchange module at University of Toronto - Rotman School of Management - Toronto- CA.

Hellinton Hatsuo Takada

Hellinton Hatsuo Takada

Quantitative Research & Trading, Itau Asset Management

"Hellinton Hatsuo Takada works with quantitative portfolio management at Itaú Asset Management. He is responsible for the development of quantitative strategies with focus in high-frequency trading. Additionally, he holds a professor position at Insper – Institute of Education and Research – at the Master Degree Program in Economics. Hellinton Hatsuo Takada has a bachelor, master and Ph.D. degrees in Signal Processing – Engineering, with several publications related to IEEE. His previous experiences also include information technology consulting and research activities."

Varghese Thomas

Varghese Thomas

Global Head of Financial Services, SAVVIS

Varghese Thomas is the Global Head of Financial Services at SAVVIS. Mr. Thomas is responsible for defining the Financial Services Vertical global strategy and solutions (Proximity Hosting, Low latency global Exchange connectivity, Web, SAAS, and Cloud) to meet demands of the market. In this role, he was responsible for launching SAVVIS’ highly successful Proximity Hosting Solutions, creating a global marketplace with content rich execution and trading eco-system while establishing relationships with value-generating partners.

Under the leadership of Varghese Thomas, SAVVIS Financial Services division has had its most significant period of profitable growth exceeding revenue targets each year. Mr. Thomas has authored whitepapers and contributed to articles on low latency trading infrastructure solutions and a frequent panelist on the topic.

Mr. Thomas has over 17 years of financial services industry experience. Prior to SAVVIS, he held several leadership roles at BRIDGE Information Systems supporting financial applications and technology at major brokerage firms while providing industry leading customer service. He also worked at Smith Barney’s (Citigroup) Market Data Group working with various Trading business units and Market Data Vendors.