Christie Goncalves, currently serving as Assistant Portfolio Manager at Rathbones Asset Management, brings a wealth of experience from her previous roles as a Portfolio Manager and Trader at Vanguard. At Rathbones, she plays a pivotal role with a heavy focus on portfolio management, working across all four funds managed by the firm. Notably, Christie now works as part of Rathbones’ newly established Greenbank Sustainable Bond Fund. In terms of dealing and execution, Christie collaborates with Northern Trust and their outsourced offering. Her dedication to ensuring high standards of execution is evident through her close working relationship with Northern Trust, actively working to guarantee the optimal execution of trades.

Ash Sharma is the Trading Analytics Manager at Aviva Investors, where he has worked since 2022 covering multi-asset TCA analytics across various asset classes, including equities, fixed income, FX, and derivatives. Sharma specialises in multi-asset data and analytics, particularly in identifying the most impactful technologies in the field, such as the use of APIs and enhanced high touch crossing offerings. Sharma’s expertise lies in the evolution of Transaction Cost Analysis (TCA), leveraging APIs for seamless access to TCA measurements, market data, and vendor models. He emphasizes the importance of traders and analytics teams adapting to the evolving landscape of TCA, including scrutiny of venue performance and an understanding of market conditions.

Joe Bellman, currently serving as the Head of Dealing at Arbuthnot Latham, began his journey with the firm in 2014 as a dealer and later rose to the position of dealing manager. Arbuthnot Latham is renowned for providing comprehensive financial services, including private banking, commercial banking, and wealth management solutions to its esteemed clientele. Joe’s expertise spans across multiple asset classes, including Equity ETFs, Fixed Income (FI), and FX derivatives. Notably, Arbuthnot Latham boasts a robust presence in the ETF space, covering both Fixed Income and Equity ETFs, under Joe’s leadership.

Callum McPherson serves as the Head of Dealing at Evenlode Investment, where he actively participates in managing the trading desk while ensuring close collaboration with the investment team. This integrated approach fosters a cohesive environment where insights from trading are seamlessly integrated into investment decisions, eliminating silos within the firm. Callum has been exploring new TCA tools for pre-trade analysis which can offer a flexible TCA approach, which can ultimately lead to more efficient liquidity sourcing and better execution.

Cathy Gibson is the Global Head of Trading at Ninety One, where she leads the charge in future-proofing the firm’s trading capabilities. Her vision extends beyond technology and innovation, encompassing a critical focus on cultivating a highly skilled and adaptable trading team. With Ninety One’s strong emphasis on emerging markets, Cathy fosters a unique blend of expertise within her team, combining technological prowess, analytical acumen, quantitative skills, and strong relationship management to provide comprehensive support to their global investment teams. Cathy is passionate about building a dynamic trading function that thrives in today’s evolving investment landscape.

Stuart Lawrence is the Head of European Equity Trading at UBS Asset Management, a role he has held since June 2019. His career spans both the buy and sell sides, with experience in various execution strategies, including program and algorithmic trading. Stuart holds the CFA Charter and a Masters with Distinction in Finance and Investment. A key area of interest for Stuart is the evolution of primary markets. He sees the need for a more streamlined and efficient process for both primary and secondary market trading. Stuart is particularly focused on improving the integration of primary market workflows and exploring solutions that can bring greater efficiency and transparency to the process. He believes that collaboration between buy-side firms, vendors, and exchanges is essential to drive progress in this area.

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David is a versatile technology reporter, presenter, and consumer advocate, contributing to TV, print, and online platforms. His expertise spans cyber security, online safety, scams, mobile technology, telecoms, and enterprise tech. David’s career originated in the tech industry, where he led IT transformation projects for major companies like IBM, Reuters, and Dell. Over the past decade, he’s been the resident technology expert for BBC Rip Off Britain and has exposed cyber scams on programs such as Watchdog, Crimewatch, Morning Live, The One Show, and discussed the impact of technologies on our lives for Channel 4’s Steph’s Packed Lunch.