Energy Trade Surveillance Houston

Key sessions will cover: US vs EU vs UK regulatory overview, challenges and opportunities of MiFID II and MAR, data, disruptive technology and renewable energy trading.

Thumbnail

Energy Trade Surveillance

Houston, 6-7 March 2019
 

View the Agenda  Pricing and Registration

Returning to Houston for the fourth time, Risk Training's trade surveillance and compliance training course will once again provide delegates with an open learning forum to hear from senior practitioners about pertinent topics for trade surveillance such as MiFID II and MAR, data, technology, brexit and renewable energy trading.

Thumbnail
What Will You Learn?
  • An overview of the current state of trade surveillance and market compliance with a comparison of US vs UK vs EU regulatory requirements and considerations for Brexit
  • What MiFID II and MAR mean for commodity market participants and how to leverage on banks experiences
  • The growing role of compliance within trade surveillance and how to monitor, report and improve your frameworks
  • Best practice approaches to data strategies for capture, centralization and automation through various system options
  • How technology is disrupting the energy market and a look at some of these disruptors including cyber and cloud based systems
  • Fundamentals of renewable energy and behaviours, along with a look at climate risk as a driver for lending decisions
Thumbnail
Who Should Attend?

Relevant departments may include but are not limited to:

  • Energy trading
  • Risk management
  • Compliance
  • Governance
  • ETRM & CTRM
  • Trade surveillance
  • Control office

Thumbnail
Tom Lord

President

DYNAMIC COMMODITY MANAGEMENT

Tom Lord, President, DYNAMIC COMMODITY MANAGEMENT

Thumbnail
Partha Chatterjee

Program Directorate, Trading and Supply

Shell

Partha Sarathi Chatterjee is leading energy trading and risk technology for Global LNG and Gas trading systems as part of Program Directorate at Shell Trading and Supply. Previously, he was part of market facing strategy for Product Management at OpenLink Financial, the global leader for financial products and technology. Before that, he was Managing Director at Capco Energy Solutions, formerly SunGard Consulting Services.

His expertise encompasses energy and trading risk management (ETRM) systems, risk management and trading analytics, regulatory compliance, and governance. He compliments that with deep technical knowledge in enterprise architecture, digital transformation, data and analytics, AI and mathematical modeling. As a global expert on trading and risk management, Partha has worked on think-tanks and summits, advising governments, regulatory boards and financial institutions. Partha brings strategic vision and leadership capabilities in driving solutions and roadmaps as technology executive.

Partha has held technology leadership positions at many companies, including Schlumberger, El Paso Energy (Previously Tenneco), Accenture, Sapient among others.

Partha holds a Bachelor of Technology (Honors) with first class in computer science and engineering from the Indian Institute of Technology (IIT) (Kharagpur) in India, as well as a master’s degree in computer science from the University of South Carolina and an MBA from Texas A&M University, specializing in finance and MIS.

Partha lives in Houston and enjoys sports and music with his wife, Arpita and children, Ishaan and Trisha.

Thumbnail
Jenny Fordham

NACD Governance Fellow, Senior Vice President, Government Affairs

Natural Gas Supply Association

Jenny Fordham is senior vice president, government affairs for the Natural Gas Supply Association (NGSA). She joined NGSA in 2005.


As senior vice president, government affairs, Jenny is responsible for the association’s legislative and policy advocacy related to the competitive natural gas market. She represents the association with the administration, the Federal Energy Regulatory Commission (FERC), the Commodity Futures Trading Commission (CFTC), U.S. Congress, media, industry and the public, serving as a spokeswoman for the association on natural gas market issues.


Jenny’s diverse 29-year energy career helps provide the commercial relevance that is characteristic of NGSA advocacy. Prior to joining NGSA, Fordham led the state and regulatory affairs team for Washington Gas Light Company (WGL), the natural gas utility serving the Washington, DC metropolitan area; held a seat on the WGL Political Action Committee Board of Directors; and was a fuels consultant for Pace Global Energy Services. Fordham’s expertise is further augmented by her investor relations and financial planning experience for NiSource, Inc.’s predecessor, Columbia Energy Group. Her experience negotiating energy contracts, working with investors on energy project valuation and implementing corporate compliance standards for market behavior rules make her insights distinctive to the NGSA team.


At NGSA, Jenny specializes in creating long-term strategic advocacy partnerships that broaden policymaker support for business-relevant positions. Fordham created the first “agriculture and energy” partnership, NGSA and the National Corn Growers Association, credited with securing the end user protections in Dodd-Frank financial reform legislation and recognized in CEO Update. Jenny’s work helped establish NGSA as an industry leader on CFTC Dodd-Frank implementation advocacy often covered by S&P Platts Gas Daily and Energy Risk magazine. Diversifying NGSA’s voice beyond the energy industry, Jenny has been quoted in Construction Executive and she was interviewed in episode #357 of the podcast Through the Noise.


Jenny Fordham graduated cum laude from Shepherd University where she received a Bachelor of Science degree in economics and political science. She is a 2017 graduate of the Women in Technology Leadership Foundry, is a National Association of Corporate Directors Governance Fellow and recently completed the Harvard Kennedy School Executive Education class Leadership Decision Making. She sits on the board of directors for the Washington D.C. Chapter of the Women’s Energy Network.

Thumbnail
Frank Hayden

Vice President, Trading Compliance

CALPINE

Frank Hayden, Vice President, Trading Compliance, CALPINE

Frank Hayden has been in the industry since 1987 and currently serves as Vice President of Trading Compliance for Calpine. Mr. Hayden is charged with developing a trading compliance control framework and market monitoring program. He directs overall corporate strategy regarding commercial compliance. His deep experience includes energy trading, assurance risk assessments, risk management, utility asset management, banking and energy trading compliance. During his career, Frank remains focused on enabling organizations with a transparent decision-making framework increasing the effectiveness of compliance programs, risk management and overall efficiency of capital allocation. Mr. Hayden is a co-founder of the Professional Risk Manager's International Association.

 

Thumbnail
Kevin Kindall

Senior Data Scientist

HARTREE PARTNERS

Kevin Kindall, Senior Data Scientist, HARTREE PARTNERS

Kevin Kindall is a Senior Data Scientist at Hartree Partners. Prior to joining Hartree, he held front and middle office positions at ConocoPhillips, Enron, and EDF Trading. He has a Ph.D. in Physics from Clemson University, and a Masters in Computational Finance from Carnegie Mellon University, and serves on the Alumni Relations Board for the Tepper School of Business.

 

 

Thumbnail
Ehud Ronn

Professor Of Finance, McCombs School of Business

UNIVERSITY OF TEXAS AT AUSTIN

Ehud I. Ronn is a professor of Finance at the McCombs School of Business, University of Texas at Austin.  He received his Ph.D. from Stanford University in 1983.

In addition to teaching at the University of California, Berkeley, Dr. Ronn has held visiting appointments at academic institutions in the U. S., Europe and the Far East.  He has published articles on investments, interest rate instruments and energy derivatives in the academic and practitioner literature.

From 1991 to 1993, Dr. Ronn served as Vice President, Trading Research Group at Merrill Lynch & Co.  Dr. Ronn was the founding director of the University of Texas Center for Energy Finance from 1997 to 2009.  From Jan. 2010 to Feb. 2011, Prof. Ronn was Commodity Market Modeling practice area manager at Morgan Stanley & Co.

In Nov. 2004, Dr. Ronn was selected by Energy Risk to the “Energy Risk Hall of Fame.” 

The Downtown Club at Houston Center

1100 Caroline St

Houston, TX 77002

(713) 654-0877

Venue information

Thumbnail