Plato Technology Summit 2023
Working with tech to improve the markets of tomorrow
On the 19th of January 2023, Plato Partnership hosted its inaugural Plato Technology Summit at One Moorgate Plave in London.
The Plato Technology Summit format been designed by the Plato Partnership, a group of 30 leading buy-side and sell-side firms. It’s based on buy-side and sell-side feedback to create a leading financial services technology-focused conference for market participants.
After a hugely successful first conference, the Plato Technology Summit will continue to be an exclusive one-day annual conference based in London with unique approaches for participants and sponsors that differentiates itself from other major industry conferences that are often filled with the same buy-side and sell-side panel discussions.
The conferences are by exclusive, invitation-only for up to 80 trading heads, senior traders and market structure professionals at leading firms and for sponsoring Technology firm representatives.
In order to encourage a free and open discussion, the conference operates under the “Chatham House” rule.
Conference Format
Focused Use-Cases
Real use-case presentations from Technology Sponsors, exhibiting their products with a focus on next-generation tech and real-world applications. Some participants chose to bring a client on stage for a fire-side discussion.
Tech Demonstrations
Small-group technology demonstrations from leading tech providers and fintechs, including “FinTech Alley” - a dedicated space for small FinTech companies to meet leading market participants.
Problem Statement Solutions
Audience members, sponsors and Plato Partnership members collaborate to discuss and find solutions to issues facing the marketplace. Using electronic voting, the audience will vote on the best solution and Plato Partnership will then take it forward as an initiative to be shared with all market participants
100 Women in FinTech
Plato Partnership and 100 Women in Finance have come together to provide a panel forum for female FinTech leaders to discuss their experiences and views, inspiring the next generation of women in FinTech
Testimonials
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The Plato Technology Summit was an excellent event in which we were very happy to participate. Technology plays an ever-increasing role in capital markets and trading - it makes perfect sense to have this dedicated event under the auspice of Plato. The calibre of attendees was excellent, and I very much valued the opportunity to present specifically on imandra, rather than the usual panel discussions. We would strongly advocate for anyone with a tech-centric solution to embrace this event. From an imandra point of view, we also made some connections during the networking parts of the day that have already proved valuable
Dan Squires, imandra, Technology Sponsor in 2023
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The Plato Summit presented an opportunity for us to interact with new technology vendors, understand how their technology can fit within our business as well as discuss the challenges that we need to overcome, from a technological standpoint. This format was one that enabled us to have a more open dialogue with vendors that we otherwise may not have interacted with.
Khaled Shahin, MFS, Attendee in 2023
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Plato Summit represented a unique opportunity for us as a vendor and member of the capital markets technology industry - to network with clients, prospects, and peers, in an open, collaborative learning environment. We were able to share our domain knowledge and in return learn from clients and prospects about their challenges. This open atmosphere facilitated sharing of knowledge and relationship building in a very different way than traditional industry trade shows and events.
Dan Schleifer, Finsemble, Technology Sponsor in 2023
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It was a pleasure to be able to attend Plato’s inaugural Technology Summit, which bought together a variety of industry professionals to discuss today’s challenges and those that we foresee in the future, in a new way. Listening to fin-techs with their clients discuss their problems, and to understand how they have collaborated to provide value was a good use of time; with similarities in our own use cases, all aimed to reduce risk, increase resiliency and drive efficiencies. Having a session to consider challenges and to be part of evolving beneficial market structure change was inclusive, and where appropriate, we look forwards to working together with Plato to deliver new initiatives.
Neil Blewitt, Turquoise, Attendee in 2023
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The Plato event was a great occasion to connect with some of our key buy-side partners as well as tech partners we already work with or discovered during the event. The crypto panel which was exclusively female led was also very insightful - great to see so many women on stage.
Séverine Raymond Soulier, Symphony, Technology Sponsor in 2023
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Thank you again for a great opportunity to present PureStream at the Plato Summit! What a phenomenal event and atmosphere – the free flowing of ideas with a focus on an industry “call to action” was extremely well done. I think the ultimate compliment was I came away with new ideas, vendors, and customers – pretty remarkable over the course of just a day! I could not encourage you enough to host a similar event in the US.
Armando Diaz, Purestream, Technology Sponsor in 2023
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100WFinTech, one of 100 Women in Finance (100WF) visibility initiatives, enjoyed participating in the Plato Technology event on January 19th in London. The all-female panel, which included four members of the 100WFinTech Directory, had a lively discussion around how Traditional Financial institutions are engaging with digital assets. The synergy between 100WF and Plato is a great way to elevate the visibility of existing female talent within the financial and fintech sectors as well as promote diversification of under-represented talent.
Kenzy Goodwin, 100WFinTech, Chair of the 100WF Panel in 2023
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Finceler8 was proud to sponsor the Emerging FinTech Alley at the Plato Technology Summit 2023. The event truly showcased innovative FinTechs in the marketplace and demonstrated the positive impact they are having on the buy-side and sell-side in diving businesses forward. It was a great opportunity and example of how financial institutions and FinTechs can collaborate in a mutually beneficial way. The problem-statement solutions provided great insights on the collective priorities for the industry.
A representative from Finceler8, Sponsor of Fintech Alley 2023
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I enjoyed presenting at the Plato Tech Summit as the invite-only buy and sell side audience and innovative event format, coupled with Chatham House Rules led to many interesting discussions. I hope to be back next year.
Monica Summerville, Celent, Panellist in 2023
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The Plato Summit provides opportunities to interact meaningfully and network with clients, peers and innovators as well as providing a practical platform to debate the future agenda.
Neil Ryan, Finbourne, FinTech Sponsor in 2023
2023 Primary Sponsors…
Symphony is the most secure and compliant markets’ infrastructure and technology platform, where solutions are built or integrated to standardize, automate and innovate financial services workflows. The Symphony platform is a vibrant community of over half a million financial professionals from 500+ market participants with a trusted directory. It is powering over 2,000 community built applications and bots. The company was founded in 2014 and has raised $510 million from institutional investors.
Finsemble is a leader in interoperability initiatives and FDC3-workflow solutions across the finance industry. With Finsemble, applications of any type—native, web, in-house, and third-party—canconnect and share information, allowing clients to build customized, automation-assisted workflows that free up end users to do their best work. Clients such as Citi, Pictet Asset Management and Charles River Development choose Finsemble for its world-class U.S. based support, no/low code approach, and partnership-level collaboration.
Adaptive builds and operates high-performance trading technology solutions for the world's leading brokerages, asset managers and banks. From supporting Open-Source initiatives to bespoke developments, Adaptive enables financial firms to go to market faster, own their bespoke business logic and drive ongoing innovation. Adaptive's technology solutions are powered by Aeron, the global standard in open-source messaging and clustering technology for 24/7 availability, high-throughput, low-latency, fault-tolerant system design. Adaptive has offices in London, New York, Barcelona and Montreal for global reach and support. Adaptive: Trading Technology - Built your way.
The growth in electronic trading has increased the amount of natural liquidity that is being governed by an algorithmic execution strategy. As an unintended consequence, institutional natural liquidity has become latent, unfindable, and uncrossable, because it is trapped in an algo, waiting for future market volume.
This reality has constrained the ability of people and their algo’s to differentiate their results and is impacting buyside portfolio performance through extended portfolio implementations.
We are an institutional ATS focused on eliminating these constraints by improving liquidity discovery and natural cross rates amongst algorithmic orders. Our solution creates the new dimension of “liquidity length” to compliment the market’s existing “liquidity depth.”
Imandra has democratised "automated reasoning" - the science of managing software complexity. Within Financial Services, we have built digital twins of exchanges; helped venues build precise digital FIX specs; and brokers to onboard customers quickly and efficiently. We apply mathematical rigour and precision, allowing us to find and fix bugs, edge cases and ambiguity. Imandra brings Formal Verification to finance - the ability to check that a complex system will always work as designed.
Ediphy's technology delivers future-proof capital markets services; a complete market view via the Mifid II trade data, fully managed access to liquidity pools and sophisticated execution strategies combined with TCA and liquidity analysis designed to deliver improved execution outcomes.
Uniquely, Ediphy operates at the intersection of powerful data analytics, FCA regulated execution services and connectivity in the bond and cleared IRS markets.
Cloud native, no software installation required and all accessed through a web browser or by API.
100 Women in FinTech sponsor…
Tradeweb Markets Inc. (Nasdaq: TW) is a leading, global operator of electronic marketplaces for rates, credit, equities and money markets. Founded in 1996, Tradeweb provides access to markets, data and analytics, electronic trading, straight-through-processing and reporting for more than 40 products to clients in the institutional, wholesale and retail markets. Advanced technologies developed by Tradeweb enhance price discovery, order execution and trade workflows while allowing for greater scale and helping to reduce risks in client trading operations. Tradeweb serves approximately 2,500 clients in more than 65 countries. On average, Tradeweb facilitated more than $1.0 trillion in notional value traded per day over the past four quarters.
Helen Disney
Helen Disney is a Board Member and Director of Blockchain and Digital Assets at The Realization Group, a consultancy-led marketing agency operating at the intersection of traditional and decentralised finance.
She was recently a finalist for Industry Personality of the year in CryptoAM’s annual awards and has been ranked among the 100 Most Inspirational Women in Blockchain. She founded her education and events platform, Unblocked, in 2017 to educate senior business leaders and policymakers about the possibilities offered by cryptocurrencies and blockchain.
Monica Summerville
Monica is a seasoned financial services industry executive with more than 20 years’ experience in capital markets both on the buy and sell side as well as with service providers. With a deep understanding of market structure and technology underpinned by years of delivering cutting edge technology solutions for capital markets participants, Monica has a proven track record assisting clients in leveraging the emerging technology and industry trends driving change. She’s often quoted in the press including WSJ, FT, Financial News, Forbes, CNBC etc. Prior to joining Celent Monica was Head of Fintech Research at TABB Group and held senior management and operations positions with ABN Amro, Price Waterhouse, RiskWaters, Jordan & Jordan and J&W Seligman Investment Management.
Lavinia D. Osbourne
Lavinia D. Osbourne is an established agent for change in blockchain, and an entrepreneur at the vanguard of NFT development and futurist for the emergent metaverse. Through her work as Founder of WiBT she has won and been nominated for accolades such as the National Diversity Award for Community Organisation and Best Diversity Resource/Initiative Award; whilst as an individual she is one of Wirex's Rising Women in Crypto 2021, a TechWomen100 winner 2020, a 2021 LinkedIn Top Voice in Tech & Innovation, and Cog X Gender Leadership Winner 2022.
Combining her passionate belief in blockchain’s egalitarian ideals with a commitment to utilising her knowledge, connections and entrepreneurial spirit to bring opportunity for all, Lavinia works tirelessly to break down barriers by raising underrepresented voices.
Jie Latham
Jie is a seasoned investment banker with over 18 years of experience covering financial institutions in Europe and Asia. She has worked on a range of complex and cross-border transactions helping clients with M&A, and public and private capital raising.
Over the last three years, Jie has been deeply involved in digital assets, assisting clients ranging from licensed digital asset brokers to web3 startups on corporate finance and consulting activities.
Lucy Taylor
Lucy Taylor is a Senior Sales Manager within Institutional Sales, Trading and Prime at Coinbase.
Prior to joining Coinbase, Lucy spent five years as a senior Salesperson at HSBC Global Banking and Markets, in London, leading FX Prime Brokerage Sales for Switzerland and a focus on European Hedge Fund clients.
Lucy also spent a decade at UBS Investment Bank in Zurich, Switzerland, prior to joining HSBC, as a Director in Prime Services Sales specialising in Hedge Funds, Family Offices. Private Banks and Asset Manager clients.
Lucy is passionate about crypto and helping build a new financial system for the world.
Jennifer Keser
Jennifer Keser is Head of Market Structure & Regulation, Europe & Asia at Tradeweb.
In her role, Jenn advises Tradeweb on the regulatory trajectory affecting the industry, and also proactively identifies commercial opportunities, business risk and operational requirements associated with regulatory reform and their impact on market structure.
Jenn is a member of ESMA’s Secondary Markets Standing Committee Consultative Working Group and she is also a member of the FCA’s Secondary Markets Advisory Committee, and has served as chair of EDMA Europe (Electronic Debt Markets Association Europe).
Prior to joining Tradeweb, Jenn worked in government affairs and public policy at Credit Suisse, J.P. Morgan and Goldman Sachs. She holds a bi-lingual double Masters in International Affairs from the London School of Economics and Sciences Po Paris, and completed her B.A. in political science at Wellesley College.
Moderated by: Kenzy Goodwin
Kenzy Goodwin is a Partner at Finceler8, an establishment with a mission to accelerate the engagement of fintech firms within financial markets. Here she has succeeded in developing business strategies for fintechs as well as outsourced sales. Her passion is to help entrepreneurs grow and shape their companies.
Kenzy held the post of Senior Equity Trader at BlackRock for twenty years where she traded pan-European markets for all equity investment products. During that time she was also viewed as an ambassador of the BlackRock culture and she managed several internal personal development programmes.
Kenzy is Chair of 100WFinTech Global Visibility Initiative.
100WF panel Sponsored by…
2023 FinTech Sponsors…
BMLL Technologies is the leading, independent provider of harmonised, Level 3 historical data and analytics to the world’s most sophisticated capital market participants. BMLL offers banks, brokers, asset managers, hedge funds and global exchange groups immediate and flexible access to the most granular Level 3, T+1 order book data and advanced analytics, enabling them to accelerate research, optimise trading strategies and generate alpha at unparalleled speed and scale.
At FINBOURNE, we offer a new and interoperable approach to data management, achieving value within a faster time to market. Our Modern Financial Data Stack empowers investment data processes and drives operational growth for emerging hedge funds to established global institutions. Leveraging SaaS technology and a secure cloud infrastructure, we liberate, simplify and connect data, making it accessible and usable across the investment chain. Ultimately, we restore control and confidence, so you know what you own and how much it’s worth at any given point in time.
ORTEX is a revolutionary global stock analytics platform which identifies and analyses relevant and important data for your stocks. Whatever your role within equities, this data and analysis will undoubtedly provide unique opportunities, keep you better informed and help maximise performance and profitability.
ipushpull is a leading capital market FinTech, specialising in real-time data sharing and workflow automation. Used across sell-side, buy-side, and front-to-back office.
We make sharing seamless by eliminating silos of data sitting in emails, spreadsheets or file shares and integrate that data into structured workflows.
The platform handles static, live, and streaming data with APIs, integrations, and connectors into many data platforms, applications, and services.
Data drives financial markets however data sharing has hardly changed for decades. Our goal is to improve human decision-making by reducing the heavy lifting around complex manual repetitive tasks, allowing people to focus on value-add activities
3forge was founded in 2010 to deliver enterprise-class software powerful and flexible enough to meet the needs of large financial institutions. With extensive backgrounds in finance, high-frequency trading, big data, and more, we take the solutions and practices we've learned along the way and bring it to the industry at large. Over 20% of US equities flows through our software every day. Our clients include multiple tier-one banks, mobile application firms, hedge funds, registered investment advisors, and broker-dealers.
Exegy is a global leader in low-latency market data, execution technology, trading platforms and predictive signals. Backed by Marlin Equity Partners, Exegy serves as a strategic partner to the complete ecosystem of buy side, sell side, exchanges, and ISV/technology firms globally. At the heart of Exegy solutions are fully managed, high-performance, and scalable solutions powered by purpose-built appliances, hardware acceleration, artificial intelligence, enterprise software, and service automation technologies derived from an extensive patent portfolio. For more information, visit our website and follow Exegy on LinkedIn and Twitter.
Quantmatix provides a technology solution to market problems. Quantmatix is a global multi-asset, trade timing, asset allocation and risk analytics tool that acts like market GPS to empower professional investors, traders and risk managers to navigate and shape portfolio’s and trade with increased confidence. The Data Engine distills thousands of data points to produce directional and scenario risk assessment of individual instruments with our proprietary scoring system combined with trade signals, market levels and powerful thematic idea generation. Quantmatix comprises vastly experienced investment and technology professionals with over 120 years working in Portfolio Management, Equity Sales and Research, Sales Trading & Trading and Technology Solutions serving Asset managers, Hedge funds and Investment Banks.
FinTech Alley is sponsored by…
Plato Technology Summit 2023 Agenda
Morning
08:30 – Event registrations open & breakfast served in Great Hall
09:00 – Welcome from Mike Bellaro, CEO of Plato Partnership
09:10 – Use Case Sessions from: Symphony, purestream, and Adaptive
10:00 – Technology Demos and FinTech Alley
11:00 – Coffee break
11:15 – Use Case Sessions from: Ediphy, Finsemble and Imandra
12:00 – Problem Statement Debate
12:45 – 1 hr Lunch break
Afternoon
13:45 – Problem Statement presentations
14:35 – 100 Women in FinTech panel
15:35 – Technology Demos and FinTech Alley
16:35 - Coffee break
16:45 – Problem Statement voting results and closing remarks from Mike Bellaro, CEO of Plato Partnership
17:00 – Drinks reception
In Partnership With…
Finceler8 is an established fintech sales accelerator with innovative, best in breed fintech clients ranging from early stage to late stage. The Finceler8 focus is to provide fintechs with sales strategy, qualified new business leads and support through the sales cycle until closure and at the same time Finceler8 is proactively providing financial institutions with tailor-made fintech solutions and advice.
The three partners and team of consultants that make the Finceler8 team have a combined experience of over 200 years working for and selling into financial institutions globally. Understanding the market and the consumer business is at the core of the Finceler8 function.
100WFinTech is a 100WF global visibility initiative that spotlights senior women in FinTech. 100WFinTech enables collaboration, ideas exchange, best practice sharing, experience leverage and strong relationships across fintech’s subsectors.
100 Women in Finance seeks to address the under-representation of women in finance, fintech, and investment roles, evolving the public perception of what an expert in these fields looks like. We believe that by increasing the visibility of today’s female finance professionals, we are also motivating the next generation of talent to aspire to these roles.
Event photography by Charlotte Alex | Graphic design by Holly Whylie