Howard Tai

Senior Analyst
Aite Group

Howard Tai is a senior analyst with Aite Group, focusing on derivatives products, multi-asset class investment, and risk management strategies, as well as the role of electronic trading in currency, equity derivatives, convertible securities, and equities. Howard brings to Aite Group more than 25 years of investment experience across multiple asset classes and derivatives products. Before joining Aite Group, he spent more than 15 years with American Century Investments (ACI), most recently as vice president, currency and equity derivatives specialist. In this role, he was responsible for policy, strategy, risk management, and trading of foreign exchange, equity derivatives, and convertible securities. During his tenure at ACI, he traded currencies, equity futures, listed equity options, OTC structured products, convertible securities, and Asian, European, Latin American, and U.S. equities. He also served as a member of the Asia-Pacific Steering Committee for FIX Protocol Ltd. Prior to joining American Century Investments, Howard worked for Citigroup and JPMorgan Chase. Mr. Tai has been quoted extensively in the financial press and in trade publications such as Global Pensions, Institutional Investor, Euromoney, FX Week, Advanced Trading, and Wall Street & Technology. He has presented at leading industry events globally.

Check out the incredible speaker line-up to see who will be joining Howard.

Download The Latest Agenda

Rising Above The Current Market Order – 14th September 2016

Monday, January 9th, 2017

17:05 Oxford Style Debate: Debating The Size Of The Window For WMR Pricing - Should It Be Extended To 15?

Audience vote at the start of the debate to see if the majority is for or against the extension of the window for WMR to 15
Panel arguments for: why the window for WMR pricing should be extended to 15?
Panel arguments against: why the window for WMR pricing should not be extended to 15?
Audience vote at the end of the debate to see if the panelist have been able to influence the vote in favor of their argument

Thriving In The Future FX Landscape – 15th September 2016

Thursday, February 9th, 2017

09:35 Case Study Revolution: Thriving In 2017- What Are The People, Process And Technology Requirements For Building A Profitable FX Division That Responds To The New FX Market Order?

In this innovative and interactive format, listen to a best-practice case study before the speaker challenges you as an audience to find a solution to one of their key unsolved challenges. You’ll then engage in a small interactive roundtable discussion before each group presents its conclusions to the audience. Take away different approaches to the same challenges from your fellow industry peers!

How you can equip your traders and portfolio managers with the new skills that will be required by them?
How to streamline your trading processes to guarantee your trading activity is an accurate extension of the investment strategy
How can you foster a closer partnership between portfolio management and execution to increase your FX division’s profitability?
How to take advantage of the trader's insight of market movements in the investment process
How can you leverage new technology to give your front office a competitive advantage?

11:20 Oxford Style Debate: Execution Model Pros And Cons - Is A Pure Shift Towards The Agency Model A Wise One, Or Should Principal And Hybrid Models Still Have A Key Role To Play?

Audience vote at the start of the debate for the agency, principal or hybrid model
Is the argument for a pure agency model a wise move and if so why?
Does the principal model have a crucial role to play and if so why?
Is the hybrid model the best way forward and if so why?
Principal, hybrid or agency model: is there space for all three models in the market?
Audience vote at the end of the debate to see if the panelist have been able to influence the vote in favor of their argument

12:10 One on One Interview: HFTs And Non Bank Market Makers: How Are They Carving Out A Significant Role In Liquidity Provision To The FX Market?

Why have non-bank market makers, or high frequency traders, been the subject of negative publicity? Is it now generally accepted that alternative market makers have a positive contribution to make to FX market liquidity?
How the willingness of banks to take prices from non-banks and redistribute them to their own clients on an agency basis has created an attractive business model for alternative market makers – how they are seizing this opportunity
When are you better served by alternative market makers as opposed to banks? How can or should the buy side interact with non-bank market makers?

Interviewee: John Shay
Interviewer: Javier Paz

12:35 In Conversation: What Are The Critical Success Factors For Making A Truly Streamlined Multi Asset Trading Desk A Reality?

What are the people, processes and technology requirements needed to formulate a successful multi asset trading desk?
What percentage of the buy side world have or are close to achieving this goal?
Which products and market conditions can facilitate multi asset trading?
What services can facilitate reliable multi-asset trading and what are the implementation requirements?
What needs to be put in place to bring FX markets to the electronic levels of equities?

15:30 Crystal Ball Session: FX Markets In 2026 - What Does The Future Hold For All FX Players In The Next Decade And Beyond?

Which types of technological innovation do we expect to transform the FX market in the next 10 years?
What macro trends are likely to impact the future of the FX market? Post Brexit, how will this have changed the FX markets in 2026?
What kind of black swan events could alter the projected trends?
What does the role of the FX trader look like in 2030: are they part robot, part human?