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2019 Conference Business Meetings

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Please Join Us for our Thursday Afternoon Panel

July 18th from  2:00 – 3:45 pm
Bloomberg Offices, Pier 3, San Francisco, CA 94111

SFSTA Business Meeting at Bloomberg
Thursday Afternoon, 2:00 – 3:00 pm

This event is oversubscribed.
Please make sure you get there early or on time to get a seat.

Speakers

2:00 pm

Chris Krueger
Managing Director
Cowen Washington Research Group

Jason Oien – Interviewer
Managing Director
Cowen – San Francisco

2:30 pm

David Zervos
Chief Market Strategist
Jefferies

SFSTA Business Meeting at Bloomberg
Thursday Afternoon, 3:00 pm

This event is oversubscribed.
Please make sure you get there early or on time to get a seat.

Panel: Liquidity vs Volume: If liquidity is Kobe beef, then volume is the Impossible Burger. Is one really better than the other?

Moderator

Peter Stutsman
Head of Equity Trading
Capital Group

Panelists

Douglas Cifu
Chief Executive Officer
Virtu

Timothy Mahoney
Chief Executive Officer
BIDS Trading, L.P.

Pankil Patel
Managing Director, Head of Americas Electronic Trading
Bank of America Merrill Lynch

Please Join Us for our Saturday Morning Speaker and Panel

July 20th from 8:00 – 9:00 am
Pebble Beach Resorts®

Speaker

7:30 – 8:00 am
Bill Cody
Managing Director
CBOE

Buyside Panel: Straight from the Source VII

Global Head Trader Panel Featuring:

Derek de Petra
Global Head of Trading
Artisan Partners

Ed Nebens
Global Head of Trading
First Pacific Advisors

Deborah Sabo
Head of Trading
Jackson Square Partners

Moderator
Josh Jackson
Park West Asset Management

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SFSTA is proud to present the following speakers, moderators and panelists!

SFSTA Business Meeting

at Bloomberg

Chris Krueger
Managing Director
Cowen Washington Research Group

Chris Krueger joined Cowen Washington Research Group in August 2016 as the Washington Strategist. Mr. Krueger and the Cowen Washington Research Group were recently named #2 in the Institutional Investor Washington Strategy category, where he had been consistently ranked for the past decade along with WRG. Mr. Krueger publishes the DC Download, a must-read daily for Wall Street portfolio managers who want a quick look at the top Washington stories and their impact on the capital markets. Mr. Krueger covers DC macro, fiscal and tax policy, and event-driven situations.

He held similar positions at Guggenheim Securities, MF Global, Concept Capital, and Potomac Research Group. Earlier he worked for nearly four years on the senior staff of the House of Representatives. He has also worked on several local, state, and federal political campaigns across the country.

Mr. Krueger holds a BA from the University of Vermont and an MA in international relations from King’s College London. He appears frequently on CNBC and Bloomberg and is widely quoted in The Wall Street Journal, FT, Axios, New York Times, Washington Post, and POLITICO.

 


David Zervos
Chief Market Strategist
Jefferies

David Zervos is currently Chief Market Strategist for Jefferies LLC and Chief Investment Officer of the Global Macro Division of Jefferies. David joined Jefferies in 2010 after spending 2009 as a visiting advisor in the Division of Monetary Affairs at the Board of Governors of the Federal Reserve System in Washington, D.C. Prior to visiting the Federal Reserve, he held a variety of research, sales and trading positions in the private sector, most recently managing global macro portfolios for Brevan Howard and UBS O’Connor. He began his career as an economist at the Federal Reserve Board in the early 1990’s. He received a B.Sc. from Washington University, and M.A. and Ph.D. in economics from the University of Rochester.

 


Peter Stutsman
Head of Equity Trading
Capital Group

Peter D. Stutsman is head of equity trading at Capital Group. He has 20 years of investment industry experience and has been with Capital Group for 18 years.

Earlier in his career at Capital, he was a senior equity trader. Prior to joining Capital, Peter was a sales trader with S.G. Securities in Asia. He holds a bachelor’s degree in liberal arts from the University of Texas, Austin. Peter is based in Los Angeles.

 


Douglas Cifu
Chief Executive Officer
Virtu

Douglas A. Cifu has been Chief Executive Officer and a member of the board of directors of Virtu Financial, Inc. since November 2013 having previously co-founded the firm in 2008. Virtu Financial, Inc. (NASDAQ: VIRTU) is a technologically-enabled financial services firm that has offices in New York, Austin, Boston, Chicago, San Francisco, Dublin, London, Paris, Hong Kong, Sydney and Singapore.

At Virtu, Mr. Cifu has led and managed all key strategic and operational decisions, including its initial public offering that closed in April, 2015, the $1.4 billion acquisition of KCG Holdings in 2017, the $1.0 billion acquisition of ITG in March 2019 and various public and private financings. Mr. Cifu frequently speaks on global market structure issues and concerns with global regulators and at industry conferences and in private settings.

Mr. Cifu completed his J.D. at Columbia Law School in 1990 and received his B.A. from Columbia University in 1987, from which he graduated magna cum laude and was elected to Phi Beta Kappa.

 


Timothy Mahoney
Chief Executive Officer
BIDS Trading, L.P.

As Chief Executive Officer, Tim Mahoney is responsible for the strategic direction and growth of BIDS Trading L.P., the Alternative Trading System (ATS) designed to increase competition and liquidity in the U.S. equity block trading market. Under Tim’s direction since inception, BIDS has grown to be a dominant player for block volume in the US market, and a rapidly growing presence in the EU block market.

Mahoney was a member of the New York Stock Exchange’s Institutional Advisory Committee and Market Performance Committee. He also served on advisory committees for Nasdaq, The Boston Stock Exchange and the Investment Company Institute. Mahoney graduated from the College of the Holy Cross, earned his MBA from New York University’s Stern School of Business and is a CFA.

 


Pankil Patel
Managing Director, Head of Americas Electronic Trading
Bank of America Merrill Lynch

Pankil Patel is Managing Director and Americas Head of Electronic Trading at Bank of America Merrill Lynch. He is currently on the Board of Directors of Level ATS.

Based in New York, Mr. Patel is responsible for managing the Electronic Trading business for the Americas. Prior to joining Bank of America Merrill Lynch, Mr. Patel was the Co-Head of Advanced Execution Services at Credit
Suisse where he spent 14 years building out their electronic franchise. He began his career in Equity Derivatives at JP Morgan.

Mr. Patel graduated from Rutgers College of Engineering, where he studied Electrical Engineering.

 


SFSTA Business Meeting

at Pebble Beach

Bill Cody
Managing Director
CBOE

Seasoned Financial Services Trading Desk and Sales Leader recognized for driving revenue growth in competitive, fast paced markets through launching innovative products and building talented, engaged sales teams.

Key competencies includes managing trading desk and sales teams, dark pools, equity market micro structure, algorithms, direct market access, new business development, client prospecting and training, vendor relationship, client connectivity and product management. 

 


Buy Side Trading Panel:

Straight from the Source VII

Derek de Petra
Global Head of Trading
Artisan Partners

Derek G. de Petra is a managing director and global head of trading at Artisan Partners. Prior to joining Artisan Partners in January 2000, Mr. de Petra was a trader with Montgomery Asset Management where he was responsible for trading developed and emerging Europe and Asia for Montgomery’s international and emerging strategies.

Mr. de Petra began trading at Mellon Capital Management in San Francisco where he traded the firm’s enhanced and passive international strategies. Mr. de Petra holds a bachelor’s degree in history from the University of California-Los Angeles and a master’s degree in business administration from the Haas School of Business at the University of California-Berkeley.

 


Ed Nebens
Global Head of Trading
First Pacific Advisors

Ed joined FPA in 2017. He trades both equity and fixed income securities for all accounts managed by FPA and oversees the trading department. Prior to joining FPA, Ed managed trading for Gratia Capital, a multi strategy fund. Preceding this role, Ed was Head of Trading at Three Bridges Capital in New York, a long-short fund, from 2011 to 2014. He started there following a position as Executive Director of Global Equities at UBS. Prior to UBS, Ed was Head Trader for Cantillon Capital Management from 2003 to 2010, managing their trading desks in both New York and London. Ed holds an MBA degree in Finance from New York University Stern School of Business and a Bachelor’s degree in Economics from the University of Maryland.

 


Deborah Sabo
Head of Trading
Jackson Square Partners

Debbie is a founding partner and the Head of Trading at Jackson Square Partners.  Prior to joining Jackson Square, she was a senior trader on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. 

She was the Head Trader at McMorgan & Company between 2003 and 2005.  Before joining McMorgan, she ran trading at Husic Capital Management from 2002 to 2003.  Her trading career also included positions at Robertson Stephens, Deutsche Bank and Merrill Lynch. She received a bachelor’s degree in Business and Japanese from the University of Pittsburgh.

 


Joshua Jackson CFA
Park West Asset Management

Joshua Jackson, CFA has traded equities, fixed income, and derivatives at Park West Asset Management, a $2.8 billion hedge fund in the Larkspur, CA, since 2011. He has enjoyed volunteering for SFSTA since 2011 and sat on the board from 2012-2018.

Prior to joining Park West, Josh worked in Equity Derivatives at Goldman Sachs in New York after joining the full-time Analyst program in 2006. Mr. Jackson earned a BA in Sociology, concentrating on Markets and Management, from Duke University in 2006. He has since been actively involved with the University, serving on the Duke Annual Fund Advisory Board and other alumni boards. He also serves as the Economic Empowerment Chair for 100 Black Men of the Bay Area, Inc. In his personal time, Josh enjoys motorsports, snowboarding, and mountain biking. He lives in Oakland, CA with his wife Dr. Rachel Gillum Jackson and their daughters Ava and Robin.

 


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