Eric Balchunas is Senior ETF Analyst for Bloomberg
Intelligence where he writes for and leads the fund research team. He also
helped create and appears on the first-ever ETF TV show called “Bloomberg
ETF IQ” as well as a podcast called “Trillions.” He is also a
Bloomberg Opinion contributor and author of “The Institutional ETF
Toolbox,” which was published by Wiley in March 2016. Eric holds a
bachelor’s degree in Journalism and Environmental Economics from Rutgers
University.
Ivan Gilmore
Head of Securities Trading, London Stock Exchange, London Stock Exchange Group
Ivan was recently appointed Head of Securities Trading for London Stock Exchange, with primary responsibilities for Equities and Exchange Traded Products, alongside Fixed Income and Alternatives. He joined London Stock Exchange Group (LSEG) in October 2017 as Head of Exchange Traded Products & Global Product Development for London Stock Exchange Plc.
Prior to joining LSEG, Ivan was at KCG, where he was Head of ETF Client Strategy & Distribution. Ivan has over 20 years’ experience in financial markets, including 7 years at Goldman Sachs as an Equity Trader and 8 years at DE Shaw LLP (London), where he was European Head of Trading for the US multi-strategy hedge fund.
Ivan has a Bachelor of Civil Law (B.C.L) from University College Dublin and a postgraduate Higher Diploma in Business Studies, also from U.C.D.
Jeffrey Gundlach
Chief Executive Officer, DoubleLine Capital
Mr. Gundlach is CEO of DoubleLine. In 2011, he appeared on the cover of Barron’s as “The New Bond King.” In 2013, Institutional Investor named him “Money Manager of the Year.” In 2012, 2015 and 2016, he was named one of “The Fifty Most Influential” in Bloomberg Markets. In 2017, he was inducted into the FIASI Fixed Income Hall of Fame. Mr. Gundlach is a summa cum laude graduate of Dartmouth College, with degrees in Mathematics and Philosophy.
Melody He
Managing Director, Head of Sales and Product Strategy, CSOP Asset Management Ltd.
Melody He is Managing Director
and Head of Sales and Product Strategy at CSOP Asset Management Ltd. She
oversees several initiatives including global sales, strategic product
planning, as well as Wealth Management. Prior to joining CSOP, Melody was a former
FICC sales with Goldman Sachs covering Greater China institutions. She
graduated from University of Michigan with a Bachelor’s dual-degree in
Economics and Psychology.
Matt Hougan is one of the world’s leading experts on ETFs, fintech, and crypto and blockchain. He is Chief Investment Officer for Bitwise Asset Management, a pioneer in cryptoasset index funds with more than $1 billion in assets under management, and strategic advisor and/or board member for multiple fintech and ETF startups.
Hougan was previously CEO of ETF.com and Inside ETFs, where he helped create the world’s first ETF data and analytics service and helped build the world’s largest ETF conference. He is co-author of both “A Comprehensive Guide to Exchange-Traded Funds” and “Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrencies for Professional Investors” for the CFA Institute Research Foundation. A columnist for Forbes, he is a three-time member of the Barron’s ETF Roundtable.
Christopher Johnson
Vice President, Head of ETF Capital Markets and Equity Trading Charles Schwab & Co., Inc.
Christopher Johnson is a Vice President and Head of ETF
Capital Markets and Equity Trading supporting CSIM. In this role, he is
responsible for overseeing the Equity Trading Team as well as the
implementation of all ETF capital market functions for CSIM, including managing
relationships with authorized participants, market makers, stock exchanges and
regulators.
Mr. Johnson has been in the financial services industry
since 1998, with experience in ETF trading, sales, and product management.
Before joining CSIM in 2017, he was director and the head of U.S. ETF distribution
at RBC Capital Markets, LLC. Prior to that, he served as vice president and
head of ETF sales for the Americas at Macquarie Capital (USA), Inc. He also
served as the director of ETF sales and trading at Cantor Fitzgerald and senior
manager in international ETF product management at The Vanguard Group.
Mr. Johnson earned a Bachelor of Arts in Asian
studies-Japanese from Colgate University and a Graduate Business Certificate in
finance from St. Joseph’s University. In addition, he completed American
Society of Pension Actuaries Examinations C-1 and C-2 (DC). He holds Series 7
and 66 licenses.
Mark Louka
Executive Director, Systematic Trading, J.P. Morgan Asset Management
Mark Louka, Executive Director, is a trader in J.P. Morgan
Asset Management’s Equity Group focusing on the Quantitative and Automated
Trading effort. A JPM employee since 2014, Mark is also an adjunct professor at
Fordham University, teaching a class on Algorithmic Trading and Market
Structure for their Masters in Quantitative Finance Program. Based off of that
experience, he designed and facilitated an eight week class offered to
employees within J.P. Morgan Asset Management.
Mark came to J.P. Morgan from the US Portfolio &
Electronic Trading Desk at RBC Capital Markets where he spent five years
trading for a wide range of clients consisting of index funds, quantitative
managers, and both state and private pensions. Prior to his time at RBC he
spent eight years at The Vanguard Group where he traded a variety of equity and
equity derivative products for both index funds and active quantitative
strategies.
Dwayne Middleton
Global Head of Fixed Income Trading, T. Rowe Price
Dwayne Middleton is the global head of fixed
income trading. Dwayne leads the trading team across foreign exchange, interest
rate, IG and HY credit, emerging market, municipal, mortgage, and structured
product asset classes. He is a vice president of T. Rowe Price Associates,
Inc., and T. Rowe Price Group, Inc.
Dwayne’s investment experience began in 1994,
and he has been with T. Rowe Price since 2019, beginning in Global Fixed Income
Trading. Prior to this, Dwayne was employed by Morgan Stanley Investment
Management as the global head of fixed income trading and as a senior investor
on the global credit team. He has also held various roles with JPMorgan Asset
Management, most notably as head of U.S. investment-grade credit leading portfolio
construction, strategy implementation, sector allocation, and trading.
Dwayne earned a B.A. in economics from the
University of Maryland. He also earned an M.B.A. from Northeastern University
in Boston. Dwayne has earned the Chartered Financial Analyst® designation and
is a member of the New York Society of Securities Analysts.
CFA®
and Chartered Financial Analyst® are registered trademarks owned by CFA
Institute.
Francis Geeseok Oh
Managing Director, Head of APAC Office, Qraft Technologies Asia Pacific Limited
Francis Geeseok Oh is Managing Director, Head of APAC
office of Qraft Technologies, responsible for the global business development
of its innovating ETF strategies powered by Qraft’s proprietary Artificial
Intelligence technologies.
Geeseok has ten years of ETF business experience at ETF
powerhouses such as Vanguard, Direxion, and Mirae Asset. At Vanguard, Geeseok
Oh was Executive Director of Vanguard Investments Hong Kong Limited,
responsible for its sales and business development in the Korean market. Before
joining Vanguard, Geeseok has developed Direxion’s Asia business in Hong Kong,
focusing on business development, capital markets, and product development for
clients in the Asia Pacific. He worked at Mirae Asset Global Investments as ETF
and quant portfolio manager in Hong Kong.
Geeseok holds a BBA from Korea University and an MBA from
the University of Hong Kong. He is a Chartered Alternative Investment Analyst
(CAIA) charter, holder.
Kei Okazaki
Head of ETF Secondary Trading, Senior Manager of Strategic Planning Group, Equities Department Tokyo Stock Exchange, Inc.
Kei Okazaki is designing trading rule of Cash Products
listed on Tokyo Stock Exchange, responsible for ETF secondary trading and
Market Making Scheme in order to improve liquidity. He earned a BA in Political
Science from Waseda University in 2007. After joining Tokyo Stock Exchange in
2007, he served as part of derivatives department, Co-location service
promotion office and Market Business Development and came to the current
position in June 2013.
Ben Sturgeon
Director, ETF Product Manager, Tradeweb
Ben Sturgeon is a director at
Tradeweb, responsible for developing and managing the firm’s exchange-traded
funds (ETF) platform, and also managing the equity derivatives dealer-to-client
platform in Europe.
Before joining Tradeweb in 2015,
Ben was director of equity derivatives at Citigroup, in charge of the sales
coverage of European clients specializing in US flow derivatives. Prior to
that, he sold delta one and derivatives to hedge funds and institutional
clients at the Bank of America Merrill Lynch, after starting his career in
equities at GFI Group in London.
Ben holds a MEng in Mechanical
Engineering from the University of Bristol.
Tom Taw
Director, Head of Investment Strategy and Product Consulting, APAC ETF Business, BlackRock
Tom Taw, Director, is the Head of Investment Strategy and
Product Consulting for the APAC ETF business. He is primarily responsible for
formulating and disseminating actionable market insights to EII APAC clients
across asset classes using iShares ETFs, in conjunction with Blackrock’s Global
Investment Institute. The Capital Markets team also works with a variety of market
participants to facilitate client execution services and solutions as well as
providing specialist knowledge to develop customized trading strategies to
deliver those market insights and implement BLK’s investment strategies.
Prior to joining Blackrock in 2014, Mr. Taw worked in roles
at Macquarie and Nomura in equity sales, trading and execution, covering
clients across the hedge fund, asset management, and institutional client
landscape; responsible for trading pan-Asian equities.
Mr. Taw holds a Bachelor of Sciences Degree in Business
from the University of Warwick.
Joseph M. Terranova is a Senior Managing Director for Virtus Investment Partners, an asset management firm with $166 billion under management and listed on the Nasdaq exchange under the ticker symbol VRTS.
In his current role, Terranova is involved with Virtus’ investment oversight function and represents Virtus as a client-facing thought leader, providing insight into the domestic and global multi-asset investment landscape.
Terranova developed the Terranova US Quality Momentum Index (VTUSQM) which launched and began publicly pricing in August 2020. The index methodology, seeking to provide systematic exposure to domestic large-cap companies exhibiting both quality and momentum characteristics, reflects the investing principles in which Terranova has utilized to assess markets throughout his career.
Prior to joining Virtus Investment Partners in early 2008, Terranova spent 18 years at MBF Clearing Corp., rising to the position of Director of Trading for the company and its subsidiaries. His work was highlighted as the feature story in the June 2004 issue of Futures magazine.
Terranova is perhaps best known for his risk management skills, honed while overseeing MBF’s proprietary trading operations during some of the most calamitous times for the U.S. markets, including the first Gulf War, the 1998 Asian Crisis, 9/11, and the collapse of Amaranth Advisors. During those times there was never a loss at MBF due to market anomalies. In fact, the firm continued to trade profitably and grow its business.
With a strong commitment to charitable work, Terranova created the 501(c)(3) South Nassau Rock organization. He also established “Bossy’s Bunch,” a program that rewards excellence in the classroom for elementary students. In 2013, he established and financially sponsored “The Courier of Courage” with the New York Islanders, while also actively supporting the Islanders Children’s Foundation and Smile Train.
Terranova graduated from the Peter J. Tobin College of Business at St. John’s University in 1988 with a B.S. in Finance. He is also a 1984 alumnus of Chaminade High School in Mineola, New York.
In January 2012 he authored “Buy High, Sell Higher,” published by Grand Central Publishing, a division of Hachette Book Group.
Since 2008, Terranova has been a CNBC ensemble member, appearing regularly on the Halftime Report, Squawk Box and contributing financial content throughout the CNBC media and digital platforms.
CameronWinklevoss
Co-founder, Gemini
Cameron and Tyler Winklevoss co-founded Gemini, a cryptocurrency exchange and custodian, to empower the individual through crypto. Gemini is a New York Trust company that allows customers to buy, sell, store, and earn more than 30 cryptocurrencies such as bitcoin, bitcoin cash, ether, zcash, and litecoin. They graduated from Harvard University with degrees in Economics in 2004 and earned their MBAs from Oxford University in 2010. Together, they represented the United States at the 2008 Olympic Games in Beijing, China, placing 6th in the Men’s Pair event. Cameron and Tyler have been angel investors and entrepreneurs in emerging technologies since 2003. They began investing in bitcoin in 2012 and launched Gemini in 2015.
TylerWinklevoss
Co-founder, Gemini
Cameron and Tyler Winklevoss co-founded Gemini, a cryptocurrency exchange and custodian, to empower the individual through crypto. Gemini is a New York Trust company that allows customers to buy, sell, store, and earn more than 30 cryptocurrencies such as bitcoin, bitcoin cash, ether, zcash, and litecoin. They graduated from Harvard University with degrees in Economics in 2004 and earned their MBAs from Oxford University in 2010. Together, they represented the United States at the 2008 Olympic Games in Beijing, China, placing 6th in the Men’s Pair event. Cameron and Tyler have been angel investors and entrepreneurs in emerging technologies since 2003. They began investing in bitcoin in 2012 and launched Gemini in 2015.
Stephen Yeats
Senior Managing Director, Global Head of Fixed Income Beta Solutions, State Street Global Advisors
Stephen is a Senior Managing
Director and Global Head of Fixed Income Beta Solutions. He is also UK Head of
Investments. In his fixed income role, Stephen is responsible for over $400bn
of fixed income assets, and a team of more than 40 investment professionals,
working in seven locations globally. As UK Head of Investments Stephen has
supervisory responsibility for investment staff in the UK, across a wide range
of asset classes and investment styles.
Stephen is a member of SSGA’s
Senior Leadership Team as well as the Investment, EMEA Risk and UK Senior
Management Committees.
He graduated with a Masters
Degree in Chemical Engineering from Nottingham University and has also earned
the Chartered Financial Analyst designation. He is a member of the UK Society
of Investment Professionals and the CFA Institute.
Simon Barriball
ETF and Portfolio Trading, EMEA, Virtu Financial
Simon Barriball is responsible for ETF and Portfolio
Trading in EMEA at Virtu Financial. He
has been with Virtu for 6 years having moved to ITG in 2014 to set up their ETF
trading desk prior to the acquisition of ITG by Virtu Financial in 2019. Prior
to Virtu he spent 19 years at Robert Fleming, Merrill Lynch and Credit Suisse
in a number of equity and ETF roles.
Douglas Cifu
Chief Executive Officer, Virtu Financial
Douglas Cifu is the Chief
Executive Officer of Virtu Financial and was a co-founder of Virtu in 2008.
Previously, he was a partner at the international law firm Paul, Weiss,
Rifkind, Wharton & Garrison. At Paul Weiss, Mr. Cifu served as a member of
the Management Committee, Deputy Chair of the Corporate Department and co-head
of the Private Equity Group.
He is recognized in Chambers
USA and Legal 500 as a leading mergers and acquisitions lawyer for buyouts and
private equity transactions. In 2006, Private Equity International listed him
among the 30 most influential lawyers currently working in global private
equity, citing his expertise in technology-driven sectors. He has been
recognized by Crain’s New York Business in its “Technology 100,” a listing of
the top 100 people working in technology in the New York area.
He serves on the board of
directors of the U.S. Chamber of Commerce and the board of visitors of Columbia
College at Columbia University.
Mr. Cifu earned his J.D. at
Columbia Law School in 1990 and his B.A. magna cum laude from Columbia
University in 1987.
Ellyn Coyne
Head of US ETF Sales, Virtu Financial
Ellyn Coyne is responsible for sales and business
development for the US ETF Block Desk at Virtu.
Ellyn’s been with Virtu for 7+ years (prior to Virtu acquisition of KCG,
July 2017).
Ellyn joined KCG in January 2014 as a member of the ETF
Sales Team. Responsibilities include new client development, client retention,
and revenue growth. Over the past 7
years, Virtu’s ETF Block desk has become of the industry leaders in execution,
LMM and education.
Prior to joining KCG, Ellyn worked at the NASDAQ, where she
was a Managing Director of Transaction Services. She also worked at the NYSE
where she was Director of Trading on the Arca trade desk.
JD Del Raso
Execution Services, US, Virtu Financial
Based in New York City, JD Del Raso is on the US Virtu
Execution Services team and helps oversee the firm’s electronic agency trading.
Virtu uses advanced technology and transparency to deliver liquidity to global
capital markets and helps clients pursue best execution via a suite of
deterministic, intention-based algorithms driven by real-time data.
JD has been with Virtu for 12 years and was previously an
FX and energy trader.
He holds a Bachelor of Science degree from Georgetown
University.
Matthew Fasman
Global Head of ETF Trading, Virtu Financial
Matthew
Fasman is Global Head of ETF Trading at Virtu Financial and has served in this
role since 2019. He is also a member of the firm’s management committee and
global risk committee and has served on those committees since 2013. He has
been with Virtu and its predecessor firms since 2008. He has been a market
maker in ETF’s since 2009. During his career at Virtu Matthew has served in a
number of trading leadership roles, including Head of Commodities Trading and
Head Trader, New York Office. He graduated from Harvard College in 2008.
Ryan Fazackerly
Portfolio Trading, EMEA, Virtu Financial
Based in London, Ryan Fazackerley is a Portfolio Trader at Virtu
Financial. He has been with Virtu for eight years, six of which spent on the
Portfolio Trading desk. Previously he served in the Fix and Algo teams with
both ITG and Fidessa.
Brian Gilman
ETF Liquidity Sales, Virtu Financial
Brian Gilman has 14 years of financial services experience
and 10 years in ETFs. After earning his J.D. from Boston University and passing
the NY State Bar Exam, Brian practiced labor law before transitioning to a
career in financial services and joining the fixed-income desk at SIG. Brian’s
entry into the ETF space began with a trading role at Labranche Structured
Products in 2009. Over the past 10 years, Brian has served both proprietary and
sell-side ETF trading roles and is adept in risk-pricing and on-screen market
making functions. In his current role of ETF Liquidity Sales at Virtu
Financial, Brian focuses on product listings and lead market making for ETF
issuers, as well as best-execution consultation for ETF users throughout the
trading ecosystem.
Brian holds a B.A. from Vanderbilt University and a J.D.
from Boston University.
Stephen Kay
Global Head of Sell-Side Sales, Virtu Financial
Mr. Kay leads Virtu’s global broker dealer client
relationship management and sales efforts and oversees sales for the firm’s
electronic services. Virtu uses advanced technology and transparency to deliver
liquidity to the global capital markets and help clients pursue best execution
in a scalable, efficient and data-driven manner.
Partnering with broker dealers of all sizes across the
globe, Mr. Kay and team seek to customize Virtu’s award-winning products and
services to fit their client’s wide-ranging needs. Stephen offers an extensive
background in multi-asset class execution, global market structure, execution
management systems, algorithmic trading technology, smart-routing, trade
analytics and the other global trading solutions Virtu offers.
Mr. Kay joined Knight Capital (also known as KCG Holdings,
Inc.) in 2005 before it was acquired by Virtu Financial in 2017. He has over 20
years of experience in the wholesale equity market making segment and prior
experience includes roles at equity market-making and NYSE specialist firms, as
well as five years as an active trader.
Mr. Kay holds an MBA from New York University and a BSc
from Washington University, St. Louis. He served as President of the Security
Traders Association of New York in 2007 and 2011.
Jessica Morrison
CEO and Head of Execution Services APAC, Virtu Financial
In June 2020, Jessica joined global financial technology
firm, Virtu Financial APAC, currently under transition following the 2019
acquisition of ITG. Virtu uses advanced
technology and transparency to deliver liquidity to the global capital markets
and help clients pursue best execution in a scalable, efficient and data-driven
manner.
Jessica offers an extensive background in APAC market
structure, having moved to Hong Kong in 2011. She is an active participant in
several industry initiatives around the development of the A Share Market
Structure in China through Hong Kong Stock Connect, IOI and FIX protocols, and
Electronic Trading guidelines. While running Virtu’s APAC Execution Services
team on a day-to-day basis, Jessica continues to track developments and publish
market structure content with regards to both macro market
structure—regulation, technology and explicit costs—and their impact on the
micro structure—liquidity indicators such as volume, volatility and implicit
costs in the region.
Prior to Virtu, Jessica held the position of Head of
Execution Services Sales for Asia at the Institutional Equities Division of
Morgan Stanley from 2020-2017, having originally worked in their London
Compliance team from 2009-2006. Between those dates, Jessica worked for
Deutsche Bank initially in an Equities Compliance role before transitioning to
and establishing the APAC Market Structure and Commission Management team in
Hong Kong in 2011.
Jessica holds a MA in Law from the University of Cambridge.
Tara Muller
Head of Off Exchange Liquidity, Virtu Financial
Tara Muller is responsible for
Virtu’s off-exchange liquidity offerings, including the firm’s Single Dealer
Platforms – VEQ Link (formerly Acknowledge Equities and Knight Link) and VEQ.
She served in a similar capacity at KCG Holdings before Virtu acquired the firm
in July 2017. Tara’s responsibilities include new business strategy, product
development and account management. Tara serves on the firm’s Management
Committee, Best Execution Committee and Retail Order Routing Committee.
Additionally, Tara is part of Virtu’s inaugural Diversity and Inclusion
Program, heading up our External Mentor Committee.
Tara joined Knight Capital in
2006 to build the Knight Link business and was a Managing Director in Knight’s
Electronic Trading Group. Over the last 14 years, Virtu has become one of the
largest providers of off-exchange liquidity in the U.S. equities market and is
an essential source of liquidity for the street’s smart order routers and ATSs.
Prior to joining Knight, Tara
spent more than 10 years at Reuters America where she was responsible for sales
of Reuters desktop products, fundamental and estimate content, and real-time
data feeds.
Tara passionately raises money
to support St. Jude’s Children’s Research Hospital and is Co-Chair of Wall Street’s
Taste of New York event to benefit the Hospital.
Sean O’Meara
Global ETF Sales and Trading, Virtu Financial
Based in New York City, Sean O’Meara shares his expertise on the
Global ETF Sales and Trading team and oversees best execution consultation of
ETF trading for institutional buy and sell side clients. Sean joined ITG four
years ago, prior to the firm’s acquisition by Virtu Financial in 2019. Before
that, Sean was the Executive Director of US ETF Sales and Trading at JP Morgan
for almost 10 years, and an associate at Morgan Stanley where he
started his career in sales and trading out of college.
Sean holds a B.S. in Business Administration from the Leeds School of
Business at the University of Colorado Boulder.
Jason Perle
US Algorithmic Trading Desk, Virtu Financial
Based in New Jersey, Jason Perle sits on the US Algorithmic
Trading Desk. Virtu uses advanced technology and transparency to deliver
liquidity to global capital markets and helps clients pursue best execution via
a suite of deterministic, intention-based algorithms driven by real-time data.
Jason’s day to day responsibilities include client research
and consultation, algo product development and connecting clients with
liquidity. He is also highly involved in Virtu’s campus recruiting and intern
programs. Prior to its 2017 acquisition by Virtu Financial, Jason worked at
Knight Capital, where he spent 15+ years in a high touch position trading
biotech and international.
Jason holds a Bachelor of Arts in Psychology from
University of Virginia.
John Shay
Senior Advisor to the CEO, Virtu Financial
Since 2007, Shay has been part of the Virtu family of
businesses. He along with Virtu Founder Vin Viola, created the market’s first
OTC Interest Rate Clearing DCO called IDCG. That business was sold to LCH in 2012
and included NDAQ as its majority shareholder.
From 2012 to 2016 Shay served as Senior Vice President for
Global Markets at Virtu Financial, where he was responsible for managing
outside venue, vendor and trading relationships, focused on fixed income,
commodities, and currencies. He
currently advises the CEO on all matters FICC related.
He was formerly a member of the Treasury Borrowing Advisory
Committee (TBAC 2014 – 2016), TMPG, FXPA and a Main Board member of LCH group.
In 2016, John Shay joined Nasdaq as Senior Vice President
and Global Head of Fixed Income and Commodities . In this role, Shay was
responsible for leading the global commodities and fixed-income areas within
Nasdaq’s Global Trading and Market Services business. This included U.S. Treasuries,
global commodities, and in the Nordic and Baltic markets, he was responsible
for fixed income, clearing, and broker services activities.
Shay also founded and served as Managing Partner at Capital
Market Services Inc., a wholly-owned clearing and execution services business
designed to improve market access for algorithmic strategy hedge funds in the
over-the-counter and exchange traded space.
In 1982 Shay began his 25 year career at ICAP, where he
served as Executive Vice President and Global Head of Sales for ICAP Electronic
Broking (IEB) for Fixed Income and Foreign Exchange from 2003 to 2007. Prior to
2003, he helped develop strategic partnerships in China, Hong Kong, Japan,
South America and the European Union, and was instrumental in growing the
company’s market share in U.S. Treasuries, Mortgage Backed Products, and Repo.
Shay earned an M.B.A. from Columbia Business School,
Columbia University and a B.B.A. from Pace University’s Lubin School of
Business graduating magna cum laude.
Erin Stanton
Global Head of Analytics Client Support, Virtu Financial
Erin Stanton has 12+ years of experience in big data and
data science and she currently runs the Global Client Support organization for
Virtu Analytics. Erin is known for her
big energy which she brings to everything she does and has been more recently
championing potential machine learning and AI techniques to answer client
questions.
Erin is also the co-head of Virtu’s Diversity and Inclusion
Committee where she is personally dedicated to expanding women’s roles within
technology and data science.
Erin received her undergraduate degree in Computer Science
and Economics from Lehigh University and is expected to graduate with a Masters
in Information and Data Science from UC Berkeley in May 2021.
Denys Teslenko
Head of ETFs, APAC, Virtu Financial
Denys Teslenko is responsible for Virtu’s ETF business in APAC, charged with building out S&T desk specializing in risk, market making, and agency execution for Japan, Honk Kong, and US listed ETFs. Denys started his career at Knight Capital(KCG) in 2012before acquisition by Virtu Financial 2017, focusing on US Equity block market making and portfolio trading.
Denys holds a B.A. in Economics from Rutgers University
Patrick Thomson
Global Fixed Income ETF Trading, Virtu Financial
Patrick K. Thomson works on Virtu’s expansive ETF desk and
focuses on Fixed Income ETF’s and bonds.
Patrick’s responsibilities include block market making and transition
trades in ETF’s, working with issuers on developing new and managing existing
ETFs, while trading an ETF’s for a firm that see’s 20% of retail ETF volume in
the United States. Over the last 7 years, Patrick and Rich Mauro have built a
Fixed Income ETP franchise, providing transparent trading solutions for clients
with an emphasis on total cost of execution.
Patrick is now in Europe helping expand the businesses there.
Known for its global scale, competitive liquidity, and
transparent execution service, Virtu’s disclosed and customized offerings are
built on the quality of its liquidity and accountability to the
relationship. Over the past decade,
Virtu has become one of the largest global liquidity providers in equities,
ETPs, foreign exchange, fixed income, and commodities such as energy, metals,
and softs.
Patrick started his career in ETP’s at their “birthplace”
on American Stock Exchange in 2000. Over the next 11 years at Goldman Sachs,
Patrick participated in the rapid expansion of ETP’s as a trader on both the
AMEX and NYSE. During that time, his initial focus on domestic and
international equities shifted to the fixed income and commodity space as his
role evolved from low-latency, principal trading to client facilitation.
RJ Weiss is a product specialist on the Workflow Technology team at Virtu Financial. He joined ITG in 2015 prior to the firm’s acquisition by Virtu in 2017. Previously, he spent several years at Eze Castle Software. RJ earned his degree in Geography & Geographical Information Systems from Middlebury College.
Ian Williams
CEO and Head of Execution Services Canada, Virtu Financial
Ian Williams is the CEO and Head of Execution Services in Canada at Virtu Financial which he joined 13 years ago. Previously, he was president of Perimeter Markets Inc., which operated institutional and retail alternative marketplaces that provided electronic equity and fixed income trading services in Canada. Earlier, he worked in portfolio management, trading and risk management at TD Asset Management, Toronto-Dominion Bank and TD Securities. He holds a B.A. in economics from York University, Toronto, and is a chartered financial analyst.
