Innovate NY 2024
New York, NY
April 18, 2024
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1:00 PM Welcome and opening
Meghan Curran, Account Director, Symphony, opened Symphony Innovate New York 2024 with key themes of the day.
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Welcome and opening
Speakers
Meghan Curran,
Account Director
Symphony
1:05 PM Keynote: D3 of disruption
The 2020s are an unprecedented decade of disruption and every market participant is either the disruptor…or the disrupted. Today, we stand at the precipice of artificial general intelligence and every well-run organization should be actively seeking to disrupt themselves right now. Symphony has been able to remain almost a decade ahead of disruption by understanding one simple truth—thriving through disruption. This demands three things from your technology: resiliency, stability and flexibility.
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Keynote
Speakers
Brad Levy
CEO
Symphony
Mike Lynch
CPO
Symphony
1:20 PM The evolution of operations workflows: Full session live demos from DTCC and Symphony
Symphony’s Kate Chatzopoulos, Global Head of Operations Strategy, and Rob Friend, Head of Market Solutions Products and Partnerships have a Q&A with John Hoffman, Director Product Analysis & Solution Design, DTCC to discuss Symphony’s integration with DTCC’s CTM®, which gives clients the ability to communicate with counterparties directly–reducing platform switching and manual data entry to streamline trade matching and confirmation, globally.
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Full Session
Demo: DTCC & Symphony
Demo: DTCC
Q&A
Speakers
Kate Chatzopoulos
Global Head of Operations Strategy
Symphony
Rob Friend
Head of Market Solutions, Products and Partnerships
Symphony
John Hoffman
Director Product Analysis & Solution Design
DTCC
Guilis Aquino
Operations Relationship Manager & Client Industry Initiative Lead
Citi
Afzal Memon
Vice President, Market Ops Platform Transformation
JP Morgan
Mike Torregrossa
Global Head of Client Service and Account Management
UBS
Peter Williams
Vice President, Custody Operations
Wells Fargo
1:45 PM Innovations from the community, part 1: Featuring RBC, MDXT, NewBridge LoanBook, Eidosmedia, Wells Fargo and HUB
Symphony’s Michael Koiki, Business Development Manager, and Katelyn O’Toole, Strategic Account Manager, moderate a round-up of guests taking center stage to demonstrate how to unlock efficiency gains with Symphony embedded in their platforms.
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Full session: RBC / MDXT
Full session: NewBridge LoanBook
Full session: Eidosmedia
Full session: Wells Fargo
Full session: HUB
Speakers
Michael Koiki
Business Development Manager
Symphony
Katelyn O’Toole
Strategic Account Manager
Symphony
Michael Lynch
CPO
Symphony
Brandi Love
Market Data Engineer
RBC
Nigel Someck
CEO
MDXT
Sid Bhandari
Founder and CEO
LoanBook
Omar Gazarin
Vice President, Custody Operations
Eidosmedia
Rahul Ravikrishnan
Head of Product
Eidosmedia
Anand Gupta
Executive Director
Wells Fargo
Paul Taylor
CEO
HUB
2:55 PM Bringing insights to Trader Voice: Cloud9 transcription and Voice Analytics in action
Symphony’s George Marchitella, Cloud9 Professional Services Specialist, Alex Francisci, Head of Product for Markets Voice and Video, Corry Starr, Head of Voice Sales, Americas, discuss how Symphony leverages AI capabilities like summarization and voice analytics to provide real-time actionable insight and workflow efficiencies for traders and trader-adjacent teams.
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Full Session
Demo
Q&A
Speakers
George Marchitella
Cloud9 Professional Services Specialist
Symphony
Alex Francisci
Head of Product for Markets Voice and Video
Symphony
Corry Starr
Head of Voice Sales, Americas
Symphony
Eslam Gebriel,
Vice President, Voice and Video Product Management
Goldman Sachs
Steve Surdykowski
Senior Platform Engineer
Capital One
3:45 PM In Conversation: Market structure evolution
Bryan Christian, Head of Business Development, Symphony moderated a Q&A session with Kate Finlayson, Global Head of FICC Market Structure & Liquidity Strategy, JP Morgan,
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Market Structure Evolution
Speakers
Bryan Christian
Senior Director, Business Development
Symphony
Kate Finlayson
Global Head of FICC Market Structure & Liquidity Strategy
JP Morgan
Robert Mackenzie Smith
Vice President, FICC E-Trading & Market Structure
Bank of America
Sarah Schaffer
Global Head of Platform and Ecosystem Strategy
BlackRock Global Markets
4:00 PM Innovations from the community, part 2: Featuring Citi, 28Stone, Taskize, Euroclear Bank, TPICAP and ipushpull
Symphony’s Ryan Bertrando, Head of Corporate Development and Meighan Grady, Account Manager moderate a session that highlights the flexible and scalable nature of the Symphony platform with savvy applications from clients and partners.
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Full session: Citi
Full session: 28Stone
Full session: Taskize & Euroclear Bank
Full session: TPICAP & ipushpull
Speakers
Ryan Bertrando
Head of Corporate Development
Symphony
Meighan Grady
Account Manager
Symphony
David Feldman
Digital Solutions | Markets Innovation
Citi
Ella White
Digital Delivery
Citi
Venu Bolisetty
Head of AI and Buy side vertical
28Stone
Thomas Dolan
Founder
28Stone
Philip Slavin
Chief Executive Officer & Co-Founder
Taskize
Kishan Bharwad
Head of Product
Taskize
Miguel Ferreira
Managing Director, Chief Commercial Officer Americas & Global Financial Institutions
Euroclear Bank SA/NV
Colin Duggin
Global Head of Equities Product
TPICAP
Matthew Cheung
CEO
ipushpull
5:00 PM Simplifying off-channel communication: The latest from Symphony Federation & Voice Direct
Symphony’s Maysa Baladi, Account Management Senior Specialist, Chris Winberg, Business Development Senior Specialist, and Jon Emswiler, Associate Director, Account Management, kick off the Messaging session focused on removing the guesswork (and potential for fines) when it comes to communicating compliantly with clients.
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Full session
Demo
Q&A
Speakers
Maysa Baladi
Account Management Senior Specialist
Symphony
Chris Winberg
Business Development Senior Specialist
Symphony
Jon Emswiler
Associate Director, Account Management
Symphony
Mohamed Khalifa
Executive Director, Head of AI & Innovation
JP Morgan Private Bank
Mauricio Sada-Paz
Managing Director, Global Head of eFICC Sales
Bank of America
5:20 PM In closing: Symphony and Microsoft Teams interoperability
Symphony’s Ben Chrnelich, President & CFO, Symphony and Michael Lynch, CPO, close out Innovate 2024 with a look ahead at game-changing integrations and cross-functionality for applications and industries that will launch later this year
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Full session
Demo
Speakers
Ben Chrnelich,
President & CFO
Bank of America
Michael Lynch
CPO
Symphony