Speakers

Otavio Yazbek

Commissioner, Brazilian Securities Commission, CMV

Commissioner of the Brazilian Securities Commission. Member of the Financial Stability Board’s Standing Committee on Supervisory and Regulatory Cooperation. Professor of the Continuing Legal Education and Specialization Program of Fundação Getúlio Vargas School of Law. Visiting Professor of the Corporate Law Diploma of the Post Graduation Program of University of Rio Grande do Sul School of Law. Holds a Doctorate Degree in Economic Law by the University of São Paulo. Former Self-Regulation Director of BM&FBovespa Supervisão de Mercados (BSM). Former Regulation Director of Bolsa de Mercadorias e Futuros (BM&F). Brazilian representative appointed by the Ministry of External Relations to the UNIDROIT Conference in Rome, 2006. Author of “Regulação do mercado financeiro e de capitais”, currently in its second edition, and of various articles on Corporate Law and financial and capital markets regulation

Marianella Alarcon

Director of the Advisory Practice, PriceWaterhouseCooper

Director of the Advisory Practice, responsible for developing strategy services for leading financial institutions in Brazil. Has a solid track record in projects related to strategy design, go-to-market initiatives, new markets entry strategies, international expansion, innovation, business plan formulation, organizational change, implementation and execution of strategic initiatives.

In a recent engagement with ANBIMA, Marianella helped the institution to define the required initiatives and platform to provide the financial market participants with prices of illiquid assets. Worked at Unibanco as the Strategic Planning Director of the Asset Management, Wealth Management and Corporate Bank business units. Marianella is an Economist with M.B.A. in Finance, Management and International Business from L. Stern School of Business, New York University.

Adriana Arai

Managing Editor, Bloomberg News

Adriana Arai is managing editor for Latin America for Bloomberg News and chair of the Bloomberg LP Sao Paulo Office Committee. She is responsible for news coverage from Bloomberg's 10 bureaus in the region and for leading a management committee in Sao Paulo, Bloomberg's business hub for Latin America. Prior to her current role, Adriana was Brazil bureau chief, Mexico bureau chief and a general assignment reporter in Mexico City. She joined Bloomberg News in 2004. Before joining Bloomberg, Adriana worked in various editorial positions for Dow Jones Newswires in Sao Paulo, Brasilia and London and was a reporter for Brazilian financial daily Gazeta Mercantil in Sao Paulo.

Adriana holds a bachelor's degree in economics from the University of Sao Paulo.

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.

Alexandre Barbosa

Application Specialist, Bloomberg

Sandro Baroni

Gerência de Preços e Índices, ANBIMA

Sandro Baroni is the head of Prices and Indices Development area of ANBIMA which is responsible for calculating and disclosing Indicative Prices and fixed income Indices, aiming at more liquid, transparent and efficient secondary markets. ANBIMA Indicative Prices for Government Bonds and Debentures are broadly used by financial market participants, especially for market to market activities. Mr. Baroni was one of the senior economists responsible for the development of the Association’s Pricing Methodology and, since 2005, is in charge of the projects expanding Anbima’s pricing activities. He also coordinated the development of new Indices currently released by ANBIMA - IHF, IDA and IDkA - and the recent improvements in the IMA Indices, a widely used set of referentials for fixed income portfolios in Brazil. Prices and Indices area is also responsible for calculation standards and tools and a vast and robust database about corporate bonds, consolidated at a dedicated website www.debentures.com

Carlos Barros

Partner , ATG

Alice Botis

Head of Business Development, Latin America , Fidessa

Alice Botis is head of Latin American Business Development and Enterprise sales for Fidessa with responsibility for expanding the company's presence across the Americas and growing new business. Alice has been with Fidessa for eight years. Her past roles have included sales for the Hosted and Enterprise divisions as well as account management.

Prior to moving into this role at Fidessa, Alice was a VP at Citigroup for 10 years where she traded NASDAQ securities. She also worked as a Managing Director in transaction services for NASDAQ.
Alice graduated from Long Island University with a degree in marketing management and a minor in economics. She is a member of Securities Traders Association of New York and participates in many other financial industry groups.

Maria Eugenia Cauduro Cruz

CEO/Representative, Taura/Six Financial

Maria Eugenia Cauduro Cruz is the CEO of TAURA Representações, www.taurabr.com developing the Latin America market for SIX Financial Information, among other representations. She is co-author of the book “Manual de Negociação” and professor for international affairs graduation course and MBA at FAAP University in São Paulo, Brazil. In the past, she has worked at Reuters and Dow Jones Newswires, on partnership development, marketing and commercial areas, with 20 years experience on projects with United States, Europe and Latin America. She has a master degree (MPA) by FGV/EAESP and graduation on Marketing and Advertising at ESPM/SP.

Cris Coutinho

Open Symbology Project Manager, Bloomberg L.P.

Cris Coutinho, Project Manager for Open Symbology North America, is responsible for client outreach and system implementation of Bloomberg’s global identifier system. In 2010 Bloomberg made the new security identifier “BBGID” available through Bloomberg’s Open Symbology portal (BSYM). The Symbology initiative provides the marketplace access to Bloomberg identifiers and symbols across asset classes with no limitations on usage. BBGID is a unique global market identifier for exchange-traded securities, including derivatives and other financial products.

Cris joined Bloomberg in 2007, and since then has worked in Bloomberg’s Global Data group focusing on Fixed Income and Derivatives, as well as Bloomberg Enterprise Products & Solutions business. She holds a BA in Politics and International Relations from Oxford Brookes University, UK; a Master’s Degree in Latin American Politics and Development from the University of London, UK; and a Master’s Degree in Management and Finance from Warwick Business School, University of Warwick, UK.

Marcio Augusto de Castro

Head of Operations, Interactive Brokers

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.

Eduardo Finzi

IT Director, Cedro Market & Finances Ltda

Mr. Finzi is IT Director - Cedro Market & Finances Ltda. His area includes: Developing strong leadership in the company, focusing on results, Implementing process of software development as software maturity model: MPS.BR. Innovating and creating new products and services.
Managing customer information responsibly.Managing linearities technology.Promoting collaboration across the enterprise.
Previously he was Product Owner - for Cedro Market & Finances Ltda
Project Manager - União Atacado Distribuidor, Solution Architect,Algar Tecnologia, Systems Analyst, Invit Information Services,

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.

Edmund Flynn

Vice President, Morgan Stanley

Ed is a Vice President at Morgan Stanley and has the responsibility of managing global exchange relationships and sourcing for exchange data use across the Morgan Stanley enterprise. Prior to Morgan Stanley, he founded The Flynndex Company in 2011 to provide market data training and consulting services. Ed developed training classes to support the FISD Financial Information Associate Professional Certification program and collaborated with the eLearning firm “Finance Modules” to produce online market data training for the FISD FIA Certification. Ed began his career with Interactive Data and Moody’s Investors Service, then joined Fidelity Investments managing market data and investment research for the Fidelity Funds and the Fidelity enterprise. Ed has an MBA from Babson College, a BS from the University of Vermont, is a FISD FIA Market Data Professional and additionally holds a Master Captain’s sailing license.

Mauricio Furlan

Partner, SunGard

Mauricio Furlan is a partner in SunGard Global Services’ Sao Paulo office with 20 years of experience in information technology and project management for banks. As a former CIO for two international banks in Brazil, his focus over the years has been in developing and managing systems for new lines of business, new revenue plans and for rationalization and integration (STP) processes. Some of Mauricio’s other strategic experiences include: vendor applications selection and integration, managing the development of tailor made systems, management of IT budget, information security officer, BCM (business continuity management), IT Run-The-Bank management, IT performance & risk mapping and mitigation plans, attending all local regulatory needs of international banks operating in Brazil.

Kieran Gartlan

Director, Latin America, Products & Services, CME Group

Kieran Gartlan is CME Group Director for Latin America. Originally from Ireland, he has been living in Brazil since 1994, working mostly in the financial sector with institutions such as Banco Santander, Dow Jones and DTN. He is currently responsible for CME Group’s customer relations and product development in Latin America, dealing mainly with banks, asset managers and commercial hedgers. He graduated from University College Dublin (UCD) in 1990 with a Masters degree in Economics and has an MBA in Pricing and Risk from the University of São Paulo (USP).

Marco Guimaraes

Director of Operations, Multirede

Marcos Guimaraes is the COO of the Capital Market business unit at Multirede Informatica with responsibility for the business development of Eletronic Trading solutions. He is also a partner at EtradeLab Ltda, a business focused on emmerging trends of Electronic Trading technology. Prior to Multirede, Marcos worked in executive level positions at sound companies, including Marco Polo Network, Banco Santander, Cisco Systems and Thomson Reuters.

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.

Jose Moulin Netto

Strategy Director, BRAIN

Jose Moulin Netto is the Strategy Director of BRAiN - Brasil Investments and Business, an association of the private sector with the mission of strengthening Brazil’s position as an international investment and business hub. He is a founder of the Brazilian Green Building Council (GBC) and is one of the 15 board members of the World GBC which congregates GBCs from 90 countries. He has over 18 years of experience helping companies define and implement competitive strategies in different countries.He has a mechanical engineer degree from Universidade Federal do Rio de Janeiro and has an MBA from the Wharton School of the University of Pennsylvania.

Otto Nino

VP & Head, Latin America, Markit Group

Otto NIÑO, 34, has over 10 years of banking experience both in corporate as well as investment banking. Former Vice President of Business Development for Citigroup Latin America, he covered the relationship with some of the top Financial Institutions and Public Sector entities including Central Banks, Development Banks and Multilateral Finance Organizations in the Latin American region. He has a comprehensive knowledge and experience in International Business Development with focus on Financial Services and Products for Financial Institutions.
His product skills range from international trade, treasury and cash management to loan syndications, corporate finance, M&A and securities trading and he has a comprehensive knowledge of the Latin American markets.
As part of his career as banker he also managed transactional banking products delivered by Citigroup in Guatemala and Central America including local correspondent banking & branch network extension, check image clearing implementation, amongst others.
Multicultural and fluent in four languages (Spanish, English, Portuguese and French) he is an economist with a master’s degree in entrepreneurial economics and currently responsible for the Latin American sales and product operations for Markit delivering pre-trade and post-trade intonation services across asset classes that are used by traders, portfolio managers, private investors and research professionals as well as operations , risk and enterprise data managers working in thousands of financial institutions around the world.

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.

Sergio Parodi

Market Data & DMD Services Manager, BM&FBOVESPA

Clint Rhea

COO - Need to Know News, Deutsche Boerse - Market Data & Analytics

Clint Rhea is Chief Operating Officer at Need to Know News, LLC (NTKN), a subsidiary of Deutsche Börse AG. In this role, Mr. Rhea oversees the development of AlphaFlash, Deutsche Börse’s global machine readable news feed offering. He works closely with clients and product development teams to ensure its dominant competitive position in the field of machine readable macroeconomic and corporate news data.
Mr. Rhea joined Need to Know News in 2007 to help create Lightning Bolt, which was optimized and rebranded “AlphaFlash” when NTKN was acquired by Deutsche Börse subsidiary Market News International in November 2009.
Prior to NTKN, Mr. Rhea was at Great Point Capital, LLC (GPC), an equities trading firm, where he helped manage day-to-day operations. Mr. Rhea trained incoming traders on firm strategy, software and managed the risk department while actively supervising more than 300 traders. During his tenure at GPC, he helped open a successful trading operation in India, where he was responsible for training the traders and implementing management operations.

William Ruvo

Head of Elektron Hosting, Enterprise Solutions, Thomson Reuters

In his role, Bill is responsible for overall strategy and execution of hosting solutions which provide high-performance infrastructure and applications to support trading operations and high-quality global content to drive investment decisions. Bill has over 20 years experience in the financial services industry. Prior to his current role, Bill ran the real-time feeds business in North America. Before joining Reuters, Bill was Vice President of Business Development at Interactive Data Corporation where he was responsible for their real-time non-organic growth strategy with a specific emphasis on direct exchange initiatives. During his tenure with Interactive Data, Bill also held the position of Vice President of Strategic Account Sales. Before Interactive Data, Bill held several senior positions with the financial services sector such as Vice President of Sales for MoneyLine Telerate and sales management positions with Bang Networks, 4Cast, and Dow Jones Telerate. Bill began his career with Prudential Financial in its institutional asset management organization. He holds a BS in Finance from St. Joseph’s University in Philadelphia

Clifton Stirling

VP Capital Markets, SunGard

Clifton Stirling is Vice President of Sales for SunGard’s Capital Markets solutions in Latin America. For over 10 years, SunGard's Capital Markets solutions have provided equities, futures and options traders with global trading software, powerful market data, risk management solutions and low latency execution services in Latin America.

During his time at SunGard, Cliff has focused on developing the emerging Latin American market by offering trading solutions to connect local brokers with global stock exchanges, and monetize new business opportunities domestically and internationally. Cliff came to SunGard with the acquisition of GL Trading and has over 15 years’ experience with electronic trading and DMA markets.

Mitch Stonehocker

Director of Front Arena Solutions , SunGard

Mr. Stonehocker is Director of Front Arena Solutions for the Americas and has been involved in selling, deploying, and supporting SunGard’s cross asset, cross currency STP platform, both as a consultant and employee, for the last 7 years. Mr. Stonehocker comes to SunGard with many years of floor trading experience as an options market maker. Later, teaching courses on derivative pricing and operations at ITESM, a university in Mexico City, he began consulting for Reuters trading and risk systems Kondor+ and Kvar+. All told Mitch has spent more than 10 years making markets, 4 years theorizing about them, and 12 years trying to make all the numbers add up.

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."

Ken Wasch

President, SIIA

Ken Wasch's involvement in SIIA is based on both personal and professional interests. His long-standing interest in computers and software, coupled with the industry's need for a central trade association, led him to establish the Software Publishers Association (SPA) in 1984 with an initial group of 25 software firms. Wasch has led the association from its infancy to its merger with the Information Industry Association in January 1999, resulting in the formation of SIIA.

Juan Wiegand

Sales Manager, Bloomberg

Juan Wiegand is the Trading System Specialist and Project Manager at Bloomberg, responsible for the Latin American markets. His role includes prospecting for new Clients interested in solutions for their trading desks, front office - middle and back office operations. His group provides very focused inventory management, pricing, market making and electronic platforms as well as Sales, Risk and Compliance support. He is additionally responsible to research and assist product managers to develop and adjust the Bloomberge multi-asset order management system for the Sell-Side community (known as TOMS) in the Latin American market. He work with clients to provide a firm wide operational efficiency through seamless workflow, electronic trading systems and post-trade matching facilities to achieve straight through processing.

Charles Wright

Head, Strategy, Pricing Service Evaluations, ThomsonReuters

Mr. Wright is responsible for leading the strategy and development of Thomson Reuters Pricing Service Evaluations. He has been instrumental
in managing the collection of third party content and proprietary tools to deliver the most comprehensive data sets to deliver the leading
pricing service to a global clientele. Additionally, Mr. Wright is responsible for Latin American Fixed Income and Non-Domestic US Dollar Eurobonds.
He’s an industry veteran with over a decade of experience in developing business solutions, specializing in Fixed Income, Convertible Bonds and Customer Support.
Most recently, Mr. Wright has been focused on Brazil, Uruguay and Mexico and in 2011 did extensive work expanding the Euro-bond markets throughout Europe and Asia.