Speakers
Jordan Alexiev, CFAVice President, Head of Currency Research
State Street Associates
Philip HarrisCEO
360 Trading Networks Inc
Michael LewisPrincipal
Mercer
Thanos PapasavvasHead of Currency Management,
Investec Asset Management
Jon SteinManaging Director
Parker Global Strategies
Marcus TurnerSenior Consultant
Towers Watson
David WattSenior Fixed Income and Currency Strategist,
RBC Capital Markets
Vice President, Head of Currency Research
State Street Associates
Jordan heads all currency research efforts within State Street Associates. His work focuses on quantitative portfolio allocation and risk management. He holds an MBA and an MSc in Finance degrees from Boston College. While at school he managed a portion of the Boston College endowment through the Centre for Asset Management, and was awarded the 2002 MVP Award and the 2003 Investment Management Awards.
CEO
360 Trading Networks Inc
As CEO Philip is responsible for the overall business direction for the Americas at 360 Trading Networks, Inc. He joined 360T from FXMarketSpace where, as senior vice president, he played a leadership role in building the company's structure and sales teams. Previously he was with CME Group as director, FX Products. Phil represents 20 years of experience in the global financial industry including positions as senior sales manager for Lava Trading, founding partner for Plimsoll Capital LLC, an investment and FX trading firm and senior vice president, Business Development and Sales for GFI Group.
Principal
Mercer
Michael is based in Toronto and researches currency, Global Macro and GTAA strategies. He joined Mercer's investment consulting line of business in 2006.
He came to Mercer from BEST Strategic Trading, a specialized quantitative foreign exchange, bond and commodities trading advisor, where he initiated the Canadian operations. In addition, he was the lead researcher on efforts to add new factors and improve the effectiveness of the firm's forecasting models. Prior to that, Michael was Head of Global Asset Allocation research for Nikko Securities in New York. He started his career in finance, in 1998, as a quantitative analyst at CDC investment Management in New York.
He holds a Master's degree in Economics from Queen's University, and is a CFA Charterholder.
Head of Currency Management,
Investec Asset Management
Thanos is the Head of Investec Asset Management’s Currency Management team and has been tasked with the development and expansion of the company’s established currency management expertise. Previously, Thanos worked for Credit Suisse Asset Management where he was a Director and Head of Currency Management. He joined CSAM’s fixed income team in 1994 after two years as an economist for the UK Government Economics Service. Born and raised in Athens, Thanos graduated with a Master of Science in Economics at Birkbeck College London and holds a degree in Economics at Central London Polytechnic.
Managing Director
Parker Global Strategies
Jon’s primary focus at the firm is the development and management of new portfolios and products, with an emphasis on foreign exchange traders and natural resources managers. He is a member of the investment, implementation and portfolio committees, and is also involved in the firm’s business development. Jon is a registered AP with the firm. From July 2005 through October 2007 he was the CIO and a partner of AlphaMetrix Investment Advisors, an alternative investments manager platform headquartered in Chicago. Mr. Previously the Chief Strategic Officer of Efficient Capital Management, a fund-of-funds and manager-of-managers based in suburban Chicago, Jon also served as the Chairman of the firm’s Investment and Allocation Committee. Before Efficient Capital Management, he was a director with Rotella Capital Management, a trading advisory firm.
After being trained to make markets in options and futures in 1986 and 1987, Jon turned to financial journalism, serving as the Senior Editor with Futures Magazine from 1987 through 1990. He then practiced law. During his law studies, Jon served as a consultant to various industry firms and authored a text on foreign exchange trading, Trading Currency Cross Rates, published by John Wiley & Sons in 1993. He practiced law with two law firms in Chicago, including Katten Muchin & Zavis, specializing in the formation of hedge funds, futures funds, and trading businesses as well as related litigation.
Senior Consultant
Towers Watson
Marcus is a Senior Consultant in Towers Watson Investment based in Toronto and is a CFA charterholder and Certified Financial Risk Manager (FRM) with expertise in active investment strategies and investment policy. His particular areas of expertise includes investment manager due diligence and selection, alternative investments, and currency management.
Marcus has assisted clients with developing currency policies, understanding the pros and cons of alternative passive and active hedging strategies and establishing appropriate benchmarking and monitoring procedures for currency hedge programs. In addition, he has worked with clients to review the risks and opportunities of infrastructure, including evaluating the asset class within the context of clients' liability framework and leading discussions on infrastructure manager selection.
Prior to joining Towers Perrin, Marcus gained over ten years of experience in the insurance industry in a variety of roles including Director, Investment Product Development. Among other accomplishments, Marcus managed a team responsible for developing alternative investment strategies and active currency management.
Senior Fixed Income and Currency Strategist,
RBC Capital Markets
David Watt, has 15 years experience in the public and private sector and is presently a Senior Currency Strategist and Vice President, based in Toronto. David joined RBC’s Global FX Strategy team in January 2007. David contributes to the daily Asian Focus, the weekly Canadian Dollar Pulse and the monthly Currency Report Card. Prior to joining RBC, David spent over five years as a Senior Economist focusing on FX and fixed income strategy with another Canadian financial institution, after starting his career at the Bank of Canada. David has also previously worked at Canada Mortgage and Housing Corporation as a Senior Fixed Income Strategist and holds a Masters of Economics from Queen's University, where he also undertook advanced graduate studies.
Book now






