Bloomberg Volatility Forum – All Options Considered

Anna Edwards is the co-anchor of “The Opening Trade” on Bloomberg Television and a frequent host of “Bloomberg Daybreak Europe” on Bloomberg Radio. Anna has more than twenty years experience in business news having previously worked at CNBC Europe and freelanced for CNN in London. Before working in TV Anna was an equity analyst at UBS and qualified as a Chartered Management Accountant at Pricewaterhouse Coopers.

David is responsible for managing sales and business development initiatives for DASH’s suite of trading technologies and execution services. David joined DASH following its 2017 merger with Convergex’s LiquidPoint Division, where he spent nearly 10 years in a variety of equity derivatives sales, business development, and product roles. Prior to joining LiquidPoint, he served as a managing partner at a Chicago based hedge fund focused on trading equity and index options for the firm’s portfolios and separately managed accounts. David began his career at UBS where he worked with its Wealth Management teams and focused on tailoring equity and index options strategies for high-net-worth clients.

Henry Schwartz, an experienced trader, innovator, and derivatives expert, is the Vice President and Global Head of Client Engagement at Cboe Global Markets, Inc. (Cboe). Schwartz joined Cboe following its acquisition of Trade Alert, a specialized market data company he founded after nearly 15 years in the industry.
At Cboe, Schwartz leads a team of professionals who ensure the satisfaction and success of a diverse client base, including banks, market makers, brokers, hedge funds and prop traders. His team supports a range of data-driven tools and services provided by the Data and Access Solutions division, including Risk and Market Analytics, Market Data and Access and Cboe Global Indices.
Schwartz’s journey in derivatives began on the Cboe floor as a runner for Blair Hull in the early 1990s, followed by market-making roles in New York, Frankfurt, and Paris. Drawing upon his experience providing liquidity and managing risk, he moved to the institutional sell-side where he led index trading desk at Salomon Brothers and Bear Stearns, ultimately moving to Bank of America to create the electronic market making business coincident with the launch of the ISE.
The shift towards automation and market fragmentation inspired Schwartz to found Trade Alert in 2005, which rapidly emerged as a leading provider tools and services for real-time, quantitative, and qualitative analysis of option market dynamics.

JB Mackenzie joined Robinhood in January 2023 as the Vice President and General Manager of Futures and International. Prior to joining Robinhood, JB spent almost twelve years at TD Ameritrade and Charles Schwab  where he held a variety of roles in their Active Trader organisation. From 2016 until his departure, JB was the Managing Director and CEO of Charles Schwab Futures & Forex LLC (formerly TD Ameritrade Futures and Forex). JB also led TD Ameritrade’s International business from 2016 until 2022 which included TD Ameritrade Singapore, TD Ameritrade Hong Kong and TD Ameritrade China. Mr. Mackenzie holds a B.A. in Biology and Psychology from Middlebury College and an M.B.A. from Mendoza School of Business at the University of Notre Dame, and holds FINRA Series 3 and 34.

Karim is the Head of EMEA Investment Strategy at BlackRock. He is a regular speaker at industry events, and in online webinars and webcasts and has guest lectured at universities in Lebanon and the UK. Prior to BlackRock, he worked at Nomura, generating trade ideas using equity derivatives. Karim holds a BA (Hons) in Economics from the American University of Beirut (AUB), with a minor in Political Science. He also holds an MSc in Urban Economic Development from University College London (UCL)’s Development Planning Unit. Karim is a senior member in Lebanese International Financial Executives (LIFE), a member of BlackRock’s Women’s Initiative Network (WIN) and BlackRock’s Out and Allies Network EMEA Committee. In his free time, Karim volunteers with Age UK, a charity focused on befriending services with the elderly. He also enjoys running, having completed marathons in Florence and Beirut.

Kriti Gupta is the London-based co-anchor of “The Opening Trade” on Bloomberg Television. She previously anchored “Daybreak Europe” and “Bloomberg Surveillance: Early Edition.” Kriti has interviewed top global leaders, breaking market-moving news across finance and geopolitics. She’s reported on major events like the Ukraine war’s impact on oil, U.S. rail strikes, and Trump’s arraignment. She began her Bloomberg career in 2018, covering the U.S.-China trade war and 2020 election. A University of Virginia graduate, she previously worked in equity research serving top Wall Street hedge funds.

Lale is a joint portfolio manager on the Future Legacy team. Prior to joining Newton, Lale worked at BNY Mellon Investment Management for over a decade as a senior investment strategist where she was one of the firm’s leading voices on market analysis, multi-asset investment strategy and macroeconomic outlook supporting all client segments. She brings to Newton the depth of global macroeconomic knowledge and cross-asset perspective the multi-asset solutions require. Lale is also a regular on-the-record source and live-broadcast commentator, delivering market views to external audiences through a variety of media outlets. Lale earned her Master of Arts degree in economics from Yale University, and Master of Science degree in finance (MSIA) from Carnegie Mellon University’s Tepper School of Business. Lale was a Teaching Fellow at Yale University and was awarded the Yale University Department of Economics Prize and fellowships from Yale University Graduate School as well as Carnegie Mellon University. She serves on the board of Fintech Connect. Outside of work, Lale enjoys salsa dancing with her friends and improv theatre.

Tanvir Sandhu, Chief Global Derivatives Strategist at Bloomberg Intelligence, writes research and forward-looking ideas on global volatility across asset classes. The research is available at BI VOLA <GO>, the volatility dashboard, on the Bloomberg terminal. ‘All Options Considered’ is Tanvir’s podcast with insights into global macro and volatility. Prior to joining Bloomberg, he gained experience from positions at Bank of America Merrill Lynch and Merrill Lynch Investment Managers in London. He graduated from the University of Oxford and has an academic background in mathematics. Tanvir is a guest lecturer at the University of Oxford.

Tim Craighead leads our European equity strategy team and manages the global content and marketing teams for Bloomberg Intelligence, a dynamic platform for in-depth investment research available on the Bloomberg Professional service at BI <GO>.

Mr. Craighead has more than 35 years of experience in investment research. He joined Bloomberg Intelligence in early 2010 in New York and transferred to Hong Kong in early 2012 to develop the Asia research team, where he also covered Asian strategy and the casino gaming industry. He relocated to London in his current role in 2016. Prior to joining BI, Tim worked at Goldman Sachs where over a 21 year career he managed the U.S. investment review committee process, ran product management and wrote a global themes research product. He began his career there as an equity research salesperson in both New York and then London.

Mr. Craighead holds a master’s degree in business administration from the University of Chicago and a bachelor’s degree in finance and economics from James Madison University, where he was valedictorian of his class.

Tom Leake is Head of Solutions, leading the Solutions Platform. Tom was previously a Partner at Goldman Sachs Markets division where he was the global head of the Systematic Trading Strategies (STS) business. The STS business developed quantitative investment solutions across asset classes for pension funds, asset managers and other types of asset allocators. Prior to Goldman, Tom was head of Equity Structuring and Structured Sales at Deutsche Bank. In this position Tom helped develop the alternative risk premia industry and worked with many of the global pension funds which pioneered the risk premia approach. Tom joined Deutsche Bank in 2009. Earlier in his career, Tom worked at JPMorgan as an equity derivatives structurer focused on institutional clients. In 2004, he co-founded an asset manager that launched one of the first smart beta index products.

Tom is a trustee of Groundwork London, a charity that works with communities across London to create better & greener places, develop sustainable living and improve economic prospects. Tom also serves as a trustee for Embrace it Africa, a non-profit organization working to develop and implement sustainable projects that address issues of poverty, access to education, and public health in the Kyotera district in southern Uganda.

Tom earned a MSc in Theoretical Physics from Cambridge University in 2002.

Vali is a Co-Manager of the Atlantic House Uncorrelated Strategies Fund and Atlantic House Tryg Invest Defensive Strategies Fund. He has been working in financial services since 2006, where he most recently led the stress testing function of the Markets multi-asset division of Credit Suisse. Prior to this, Vali has launched and established the volatility dispersion trading desk at Citi and previously traded and risk managed an array of equity derivatives structured products, including options, hybrids, and quantitative strategies. Vali holds a BSc in Computer Science and an MPhil in Economics.

Wei Li, Managing Director, is the BlackRock Global Chief Investment Strategist. She leads a global network of country and regional chief strategists at the BlackRock Investment Institute (BII), and is responsible for developing and delivering thought leadership on tactical asset allocation and actionable views across asset classes. She represents BlackRock’s views on markets and the investment outlook for the firm’s clients and in the media.

Zubin Ramdarshan was appointed Head of Equity and Index Product Design in 2016. Zubin has over twenty years’ experience of vanilla and light-exotic derivatives, both OTC and listed exchange products. He joined Eurex from financial services firm Cantor Fitzgerald where he was a managing director for the European ETF business. Previously, he spent five years at Jefferies as a managing director and Head of Equity Derivative Trading in London, and prior to that, he held senior level roles at Macquarie Bank and Bear Stearns. Zubin began his career at Deutsche Bank in 1998. Zubin Ramdarshan received a BSc in Econometrics and Mathematical Economics from The London School of Economics.