Patrick has 25 years of investment industry experience, currently Head of Trading at ClearBridge Investments ($116.8 billion AUM). He leads a team of traders operating from a global multiple asset class platform. The desk supports portfolio management teams located in New York, Baltimore, San Francisco, and Wilmington requiring constant contact with portfolio managers and analysts in order to achieve best execution.

Leo manages the global equity trading team at Mellon Capital, an investment management firm with over $400B in assets. He is involved in trading across all asset classes, including currencies, fixed income, and derivatives, while primarily focusing on equities, ETF, and futures. Leo also provides advice and consulting services in various aspects of investment process, including trading systems development and integration, implementation of decision support tools, trading cost analysis, portfolio performance attribution analysis, risk management, marketing, and business development.

As the current Head of Trading, Americas, at JP Morgan Asset Management, which is responsible for $1.7 trillion AUM, Curt is regarded as an industry pioneer in utilizing data and real time analytics to derive trade scheduling and trade destinations. Having set up what is regarded to be an award-winning trading desk, Curt will be revealing his critical success factors.

Selena joined Eagle Global Advisors in 2007 and is currently the Head Trader responsible for all trading functions for $5B AUM in MLP, ADR, emerging markets, micro cap quant fund and private partnerships. In her role, she provides leadership to the trading team, oversees workflows and enhances team policies to meet the needs of the firm. She is currently finding ways to manage the additional trading volume from new products as well as evaluating the need to expand the desk.

Tereck Fares is a director of equity trading at Chicago Equity Partners, a multi-asset class investment platform with approximately $10 billion in assets under management. Tereck is a strong advocate for market fairness and level playing field for all market participants. He was one of the early adopters of electronic trading and an avid proponent of it long before it became popular. He is a thought leader who brings a unique understanding of the intricacies of market structure complexities. Tereck was instrumental in taking the equity desk from single digit electronic execution to almost one hundred percent of total desk volume. He has used his vigilance and trading skills to successfully provide best execution and avoid traps in different market structure environments and markets. (i.e. the dot com bubble, the financial crisis, the flash crash, etc..) Tereck has had an impact on the shaping of the electronic trading landscape by implementing his ideas and advising several of the top electronic brokers and alternative trading systems (ATS) on algorithmic trading design. He incorporates creative strategies that are constantly forward looking while taking into account the latest market structure changes. Long before the advent of the IEX exchange and “Flash Boys” by Michael Lewis, Tereck is on record for having detected and avoided specific toxic venues and crossing systems that catered to unfair players such as high frequency traders. 

Prior to joining CEP, Tereck worked in the corporate finance group at Bank of America. He earned a bachelor’s degree in business administration from University of California at Berkeley. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute, the CFA Society of Chicago, and the Security Traders Association of Chicago. He has given presentations and participated in debates on the topic at industry conferences, as well as through numerous interviews with the press.

Michael Warlan is responsible for managing the execution and implementation of equity investments across all Third Avenue portfolios. His primary responsibilities include U.S., non-U.S., and emerging market equities, derivatives, and currencies. Leading Third Avenue’s Global Trading Desk, he has expanded access to multiple markets, venues, and strategies, along with the capabilities to trade additional asset classes including currencies and derivatives. His dual role encompassing both execution and implementation means he is exposed to the benefits of having a synonymous relationship between portfolio management and trading on a daily basis.

Lee currently manages over $1bn in high-alpha and multi-asset strategies at Old Mutual Asset Management, prior to which he was the co-Head of Equity Research. Over seven years, he gave 45 of the world’s top investors between 425m and 4150m to invest – the only rule being that they could only invest in their 10 best ideas to make money. It seemed like a foolproof plan to make a lot of money, but most of the investors’ great ideas actually lost money. Nevertheless, despite being wrong most of the time, many of these investors still ended up making a lot of money. After some further analysis, Lee was able to demonstrate conclusively that the most important thing about investing is always the art of execution. Lee will be exclusively addressing the Equities Leaders Summit audience on his findings.

Miles Huffman joined Vanguard in 2014 as Senior Manager of Equity Quantitative Analytics and TCA. His team's focus is on data-driven execution consulting and strategic research regarding market impact and other transaction costs for Vanguard's passive and active equity funds. Prior to joining Vanguard, Miles worked for seven years at Ziff Brothers Investments on the Trade Execution and Analytics team.

William Lishman is Head of Equity Trading for the Americas. His current trading focus is on Latin American equity, US and Canadian Energy, Materials, and Chemical trades. He joined Schroders in June 1996 trading Latin American equities and from 2000 ran the US and LatAm trading desk out of London. In February 2003, William moved to New York as Schroders regionalized the firm’s trading capabilities. He continued to trade Latin American equities and derivatives, as well as those in the US and Canada. In 2010, William was named Head of Equity Trading Americas. Prior to joining Schroders, William was a Trader at Quorum Capital Management trading equities, bonds, derivatives, and FX.

Chris is responsible for managing the firm’s trading functions as Director of Trading at River Road Asset Management ($7.5 billion). He is an expert in his field with over 20 years of securities trading experiences in both buy and sell side institutions.

Peter Jansen joined GCM in October 2013 and serves as Director of Institutional Trading. Prior to joining GCM, Peter served as a Director at Investment Technology Group (ITG) where he worked on the Sales & Trading Desk, and was responsible for several large institutional accounts. An expert in ITG's EMS, Triton, Peter specialized in solutions encompassing, workflow integration, pre- and post- trade analytics, as well as customized trading strategies including automated trading. Prior to joining ITG, Peter began his career at AlphaSimplex Group, LLC, a hedge fund based in Cambridge, MA, where he helped implement the firm's first trading systems, assisted in the quantitative research process, and was responsible for the firm's technology infrastructure, including managing business continuity.

Chris serves as Blockchain Analyst and Products Lead at ARK Invest, working on both research and business development. In 2015, ARK Invest became the first public fund manager to invest in bitcoin, offering the first two ETFs (ARKW and ARKK) with bitcoin exposure. Chris frequently appears in media outlets—including Forbes, CNBC, Bloomberg, Reuters, Quartz and CoinDesk—to discuss blockchain technology. He graduated Phi Beta Kappa with a BS from Stanford.

Anthony Godonis is Head of Trading – Americas located in Philadelphia. He is a member of the Investment Execution team and is responsible for the execution of various equity and fixed income products in North and South American markets. Anthony joined Aberdeen in 2007 following the acquisition of Nationwide Financial Services. Previously, Anthony worked for Glenmede Trust, where he was a Vice President and Senior Trader on their equity trading desk. Anthony graduated with BS in Business Administration with a major in Finance from Shippensburg University. He obtained an MBA with a concentration in International Business from Drexel University.

Troy A. Paredes, the founder of Paredes Strategies LLC, was a Commissioner of the U.S. Securities and Exchange Commission, having been appointed by President George W. Bush. At the SEC, Paredes was a strong advocate for small business and the JOBS Act, for solving the information overload problem of securities law disclosure, and for rigorous cost-benefit analysis. Since leaving government, Paredes has had an active consulting practice. Paredes advises on financial regulation, corporate governance, compliance, and governmental and regulatory affairs. He also serves as an expert and adviser in regulatory enforcement and Department of Justice investigations and actions and in private litigation involving securities law and corporate law. Paredes is the author of numerous academic articles on financial regulation, corporate governance, innovation, and behavioral economics. He also is a co-author (beginning with the 4th edition) of a multi-volume securities regulation treatise with Louis Loss and Joel Seligman entitled Securities Regulation.

Prior to joining Luminex Trading & Analytics LLC, Jonathan was the Managing Director, Co–Head of Equity Trading – Americas at BlackRock, Inc. He was responsible for all aspects of trade execution, including broker selection and monitoring. Jonathan’s service with BlackRock dates back to 1999, including his years with Merrill Lynch Investment Managers (MLIM), before the merger with BlackRock in 2006. He is now applying his years of experience to leading the industry into a new era of buy side to buy side trading at widely anticipated buy side dark pool, Luminex.

Daniel Ciment is a Managing Director and Head of Americas Equities Execution Services at J.P. Morgan. Prior to joining J.P. Morgan in 2010, Daniel held similar roles at Barclays Capital, Lehman Brothers and ITG.

As CEO of Instinet Incorporated, Jonathan Kellner is responsible for managing the firm's brokerage operations globally. Prior to being named CEO, Mr. Kellner served as Head of Instinet’s Americas businesses. He joined the Nomura Group in 2003 and moved to Instinet in 2007 following its acquisition of the company. Mr. Kellner previously held senior trading and technology positions at Charles Schwab, Investment Technology Group and Morgan Stanley.

Ronan has over 11 years of experience in the financial services industry and over 19 years of experience in networking infrastructure. Ronan previously was the Head of Electronic Trading Strategy at RBC Capital Markets, where he used his prior experience in network, hardware, and co-location technology to generate client-facing solutions. Prior to working at RBC, Ronan was the Head of Financial Services Development at Switch and Data and Head of DMA and Co-location solutions at BT Radianz where he serviced some of the largest trading firms in the financial industry.

Jamie Selway is a managing director and U.S. Head of Execution Services at ITG. In this capacity, he is responsible for the firm's electronic, single-stock and portfolio execution businesses, including the POSIT® crossing network. In addition, Mr. Selway is a member of ITG’s Executive Committee and provides the firm’s clients with analysis of market structure and regulatory developments on a global basis. Prior to joining ITG, Mr. Selway was managing director at White Cap Trading, an institutional agency brokerage that he co-founded in 2003. He previously served as Chief Economist at Archipelago and worked in equity derivatives research at Goldman Sachs. He currently serves as a director of the National Organization of Investment Professionals and as an associate editor of the Journal of Trading. He is a member of SIFMA’s Equity Markets and Trading Committee, the Quality of Markets Committees for IEX and Nasdaq, and the Investment Traders Association of Philadelphia.

Lance F. Lonergan is the Chief Executive Officer of Weeden & Co. LP. Lance joined Weeden in 2007 after 15 years at Citigroup where he worked in various capacities — first as a salesman in the Institutional equity sales and trading group, and then as a Managing Director and Head of NASDAQ sales trading. In 2002, Lance was promoted to Head of U.S. sales and trading for all NYSE, NASDAQ, and international sales with responsibility for a team of over 150 people. At Weeden, Lance is responsible for leading the firm’s strategic direction, while managing all aspects of client relationships and risk management. Currently, Lance also serves on both Weeden & Co’s and Pragma Securities Board of Directors.

Michael Chin is Managing Director, Global Head of Equities at Thomson Reuters. Michael leads Thomson Reuters Equities horizontal team, across Financial and Risk and has responsibility for TR’s Global Equities business, including all desktop and transaction platforms across their entire portfolio of equity products and services. Michael has defined his 26-year career in financial trading and capital markets as an entrepreneur and visionary in the financial technology sector. As president & CEO of 2 highly successful fin tech startups, Michael has a proven track record as an innovative change agent, harnessing technology and best practices to solve complex business problems with optimal investment and maximization of returns. He is recognized in the industry for creating “best of breed” customer solutions, which incorporate his extensive background as a financial markets trader, salesperson and technologist. Prior to Thomson Reuters, Mr. Chin spent 3 years as president and CEO of Mantara, Inc., spearheading critical initiatives to successfully transform Mantara into the foremost leader in developing ultra-low latency trading solutions for the buy- and sell-side communities. In December 2013, Mr. Chin successfully orchestrated the sale of Mantara to Deutsche Bank. Prior to Mantara, he spent nine years in executive roles at TradingScreen, Inc., most recently serving as president and global head of sales and a member of the board of directors. It was under Mr. Chin’s management and strategic initiatives that saw TradingScreen become the global leader in execution management systems across equities, derivatives, fixed income and foreign exchange.

Gautham Sastri has been the President and CEO of iSentium since 2010. He is a seasoned technology entrepreneur and investor, having previously founded Terrascale Technologies (acquired by Rackable Systems, now SGI Corp [NASDAQ:SGI]), and Maximum Throughput (acquired by Avid Technology [NASDAQ:AVID]). Subsequent to the acquisition of Terrascale by Rackable, Gautham was elevated to the position of COO, overseeing a revenue stream of $500MM/annum. 

Over the past three decades, Gautham has worked on Big Data problems in diverse areas such as seismic processing, weather forecasting, large-scale simulations/data analysis for government agencies and high speed gene sequencing. 

From 1988 to 1996, Gautham was a senior member of the technical staff for NEC Corporation's supercomputer division, and helped set several world records in computational performance. 

His work experience includes conducting research for the Seismic Acoustics Laboratory at the University of Houston (funded in part by the Naval Surface Warfare Center), the Houston Advanced Research Center, the Field Research Laboratory at Curtin University (Perth, Australia) and Canada's national weather forecasting service. 

Gautham has published numerous technical papers and has been an invited speaker at many conferences. He has co-authored two granted patents in the field of cloud storage, one in the field of sentiment analysis and has four additional patents pending.

As CEO of Instinet Incorporated, Jonathan Kellner is responsible for managing the firm's brokerage operations globally. Prior to being named CEO, Mr. Kellner served as Head of Instinet’s Americas businesses. He joined the Nomura Group in 2003 and moved to Instinet in 2007 following its acquisition of the company. Mr. Kellner previously held senior trading and technology positions at Charles Schwab, Investment Technology Group and Morgan Stanley.

Stephen leads global financial data partnerships at Twitter. Previously, he opened the NYC office for Gnip - the world’s largest and most trusted provider of social data to the enterprise, which was acquired by Twitter in the spring of 2014. Responsibilities at Twitter include business relationships with hedge funds, asset managers, banks, fintech partners, platforms and other financial institutions. Stephen has a long career in entrepreneurial, disruptive businesses, especially in and around hedge funds, data, technology and business information services.