Workshop: Achieving Optimized Trading Analytics & Execution Quality (London)
Start Date: November 06, 2019
Start Date: November 06, 2019

Building systems to manage and visualize high-volume, real-time portfolio analytics 

NOTE: If the registration form to the right fails to load for any reason, please email your contact details to hugh@altair.com to register. We will process your registration manually.

This full day workshop is designed for people who want to make full use of their data environments in trading analytics applications. It’s tailored for traders, quants, compliance professionals, and IT engineers who wish to learn most efficient ways to manage and visualize trading and portfolio analytics.

An expert faculty will examine best practices for building portfolio and trading analytics user interfaces. Bring the problems you are trying to solve and discuss them with our domain experts spanning technology, data, analytics and risk. Attendees will also review new technologies and developments that may be incorporated into the stack for even better decision making.

Workshop Details

When: Wednesday, November 6, 2019 from 9:00am-6:00pm

Where: The Brewery, 52 Chiswell Street, London, EC1Y 4SD

Schedule:

  • Registration and breakfast: 8:00am-9:00am
  • Morning Workshop Sessions 9:00am to 12:30pm
  • Lunch with guest speaker
    Eugene Valentinov, Director of Product Development Global Equities
    Bank of America Merrill Lynch: 12:30pm to 1:30pm
  • Afternoon Workshop Sessions 1:30pm to 5:00pm
  • Reception 5:00pm to 6:00pm

Click here to see a detailed agenda

Cost: Free to qualified attendees

Join us to explore new approaches to the challenges to optimizing execution, and the role new technologies can play in improving your operational capabilities. We will examine best practices for building your own unique analytics user interfaces focused on best execution, compliance, and risk, and discuss new technologies and developments that may be incorporated into the stack for even better decision making going forward.

Attend to learn about:

  • Recent advances in database technology, and how to optimize the use of time series data
  • Building visual analytics and stream processing applications that provide clear, comprehensive views of trading activity
  • Challenges to success
  • Best practices for selecting, implementing, and integrating the tools you need to create an efficient and cost-effective technology stack

Who should attend:

  • Heads of trading
  • Traders
  • Quants
  • Compliance officers and managers
  • Trading system architects and engineers

Detailed Agenda

  • 8:00am to 9:00: Registration and Breakfast
  • 9:00am to 9:15: Introductions
  • 9:15am to 11:15: Build trading analytics dashboards with proactive alerting
    (hands-on training by Bruce Zulu)
  • 11:15am to 11:30: Break
  • 11:30am to 12:15pm: To build, or not to build, that is the question:
    Why buy and then build is the best choice
    (Steven Harrison and Justin Schneider)
  • 12:15pm to 1:15pm: Lunch — with guest speaker
    Eugene Valentinov, Director of Product Development Global Equities
    Bank of America Merrill Lynch

    Topic: Automated reasoning in financial industry
  • 1:15pm to 2:00: Analytics in the real world:
    Building a scalable real-time & time series data infrastructure
    (hands-on training by Mark Lochbihler)
  • 2:00pm to 2:15: Break
  • 2:15pm to 3:15: Stream processing applications without coding
    (Bruce Zulu and Aurelien Decros)
  • 3:15pm to 3:45: Panopticon product development roadmap for 2020
    (Theo S. Klemming)
  • 3:45pm to 4:00: Break
  • 4:00pm to 5:00: Panel Discussion: Do’s and don’ts of building effective
    trading analytics systems
  • 5:00pm to 6:00: Drinks Reception

Our Faculty

Eugene Valentinov
Director of Product Development Global Equities
Bank of America Merrill Lynch

Eugene is currently Director of Product Development Global Equities at Bank of America Merrill Lynch where he focuses on implementing and managing a variety of trading and analytics systems. Before joining Bank of America in 2017, he spent 14 years at Deutsche Bank in several roles, including senior management positions in the bank’s equity trading product development group. He holds a PhD in mathematics from Lomonosov Moscow State University (MSU).

Bruce Zulu
Field Engineering Lead
Altair

Bruce Zulu leads the team of engineers who work directly with client organizations to implement Altair Panopticon Streaming Analytics. Bruce has extensive experience in capital markets and IT infrastructure engineering and has been working with the Panopticon platform since 2013. He was also business development director for Kx Systems for several years and held positions at Barclays Capital and Morgan Stanley. Bruce holds a Bachelor of Science degree in Multimedia Computing and Computer Science from the University of Wales.

Steven Harrison
President, COO, and Co-Founder
Imagine Software

Steven Harrison oversees all aspects of Imagine’s cloud offerings, including product management, professional services, operations, documentation, platform and security. He has more than thirty years of experience in developing real-time software for financial services firms. As Lead Technologist on Salomon Brothers’ Equity Derivatives Proprietary Trading Desk, Steven developed the firm’s state-of-the-art risk management and trading systems. While at Telerate he built the systems powering their signature “Page 5” as well as others. Steven left Salomon Brothers to start up the Equity Derivatives Trading desk for Sakura Global Capital and then launched his own start up, co-founding Imagine Software. At Imagine, Steven has been instrumental in navigating the company’s evolution from enterprise software to the first fully hosted cloud-based portfolio and risk management solution, Derivatives.com, and its latest innovations, Imagine Risk Services and the Imagine App Marketplace. In 2013, Steven was named one of the world’s forty most prominent innovators and managers in trading technology by Institutional Investor.

Theo S. Klemming
Senior Product Manager
Altair

Theo Klemming began working with Panopticon in 2004. Over the years, he has held a variety of positions bridging product development, implementation, and customer relations. Theo recently rejoined Panopticon in 2019 after a three year period as Technical Project Manager on the Data Science Team for Nepa AB, a market research company. He holds an MS in Business Administration from the Stockholm School of Economics.

Mark Lochbihler
Director, Technical Alliances
MemSQL

Mark has 30 years of experience working with advanced analytics, distributed computing, and data platforms. He works at MemSQL as the Director of Technical Alliances, focused on helping customers leverage modern operational and analytic capabilities to achieve a competitive advantage. Mark has a Bachelor of Science degree in Computer Science from North Carolina State University and holds a Six Sigma Black Belt.

Justin Schneider
Technical and Quantitative Specialist
Imagine Software

Justin began working with Imagine Software in 2014 and is intimately involved in developing and testing the myImagine platform, including development of customized analytics dashboards for portfolio and risk data based on client requests. He holds a Bachelors of Science in Applied Mathematics from the University of Wisconsin.

Aurélien Decros
Solution Architect
Altair

Aurélien works directly with clients and partners to specify and implement Panopticon Streaming Analytics. He worked for seven years as a data and analytics consultant for global investment banks and asset managers before joining Altair, with a focus on delivering Big Data and data visualization implementations. He holds an Master of Science degree in Networking Technologies from Telecom Sud-Paris and Aalto University.

Mark Hassett
Pre-Sales Engineer
FactSet

After graduating in Computer Science from Dublin City University, Mark cut his teeth as a software engineer for a Silicon Valley start-up in the early 2000’s before moving to London, spending seven years working as a proprietary futures trader. In 2011 he joined the Sales Engineering team of execution management system vendor Portware, which was subsequently acquired by the data and analytics heavyweight FactSet in 2015. Throughout this time, Mark has consulted on the design and implementation of customized trading workflow solutions for numerous tier one buy-side asset managers and hedge funds, with fully integrated data visualizations a focal point of his expertise.

Nick Huxley
Head of Fixed Income eAlgo Trading
Crédit Agricole CIB

Nick has been working with algo-trading systems focused on Fixed Income for Crédit Agricole CIB since 2016, and before that, he was the bank’s Head of Structured Credit IT for six years. Prior positions include positions at Citi, Morgan Stanley, and Anvil Software (now part of ION Trading). He has many years of experience working with fast data and big compute implementations supporting trading operations for bonds, structured credit, and other fixed income products. Nick holds a PhD in Electronic Engineering and a Bachelor of Science degree in Computer Science and Mathematics from the University of Liverpool.

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