Events

2024 Global Annual Meeting

Overview
Register
Program
Speakers
Sponsorship
Venue & Accommodations

Overview

Building Bridges Amidst the Changing World Order

At this year’s BAFT Global Annual Meeting, connect with industry leaders, clients, and prospects to forge partnerships to help navigate today’s challenges and seize new opportunities. This premier transaction banking event offers insightful sessions, one-on-one meetings, and networking opportunities, fostering connections to shape the future of the industry and build bridges amidst a changing world order.

Don’t miss your chance to be a part of this global gathering of transaction banking leaders.

What to Expect

  • Three days of plenary sessions balanced with deeper dive workshop sessions with esteemed industry leaders and subject matter experts as speakers
  • Four days of dedicated bilateral meeting times are spaced throughout the conference.
  • The BAFT Golf Tournament is back! Remember to sign up for golf when you register.
  • Cinco de Mayo Opening Night Fiesta and additional networking events.
  • Meet the Future Leaders Class of 2024, listen to their project presentations, and celebrate their graduation.

Bilateral Meetings

Bilateral meetings are an important component of the BAFT Global Annual Meeting. To allow attendees time to participate in the educational portion of the conference and hear our esteemed speakers, BAFT has designated specific times during the program for bilateral meetings. As you plan bilateral meetings, we would like to remind you of BAFT’s policy to only conduct meetings during designated hours only, noted below.

  • Sunday, May 5: All day
  • Monday, May 6: Before 8:30 AM ET and after 1:00 PM ET
  • Tuesday, May 7: Before 8:30 AM ET and after 2:00 PM ET
  • Wednesday, May 8: Before 8:30 AM ET and after 12:00 PM ET

Meetings should not be held outside of these hours. Everyone must be registered for the conference to attend bilateral meetings.

Interested in private meeting rooms? Contact Matthew Kaitz at [email protected] for more information.

2023 Global Annual Meeting Attendee Profile

Program

Sunday, May 5
Monday, May 6
Tuesday, May 7
Wednesday, May 8
Sunday, May 5

All times are in Eastern Time (ET). Program times are subject to change.

7:00 AM - 12:00 PM

Golf Tournament

9:00 AM - 5:30 PM

Bilateral Meetings

5:30 PM - 9:00 PM

Cinco de Mayo Fiesta

Let's celebrate the opening of this year's conference with a Cinco de Mayo Fiesta! Join us for some festive music, flavorful cuisine and margaritas, and spirited networking. Let the fiesta begin!

Monday, May 6

7:00 AM - 8:30 AM

Badge Check-In & Networking Breakfast

Sponsored by

8:30 AM - 9:00 AM

Welcome Remarks

Tod Burwell
President and CEO
BAFT

9:00 AM - 9:10 AM

Nominating Committee

Maram Al-Jazireh
Former Chair and Head of the Nominating Committee, BAFT
SVP and Global Head of Financial Institutions, Arab Bank

9:10 AM - 9:40 AM

State of the Industry

Featured Speaker
Shahmir Khaliq
Head of Services
Citi

With
Tod Burwell
President & CEO
BAFT

9:40 AM - 10:10 AM

Top Areas of the Global Market to Watch in 2024

Join us for a session with Joyce Chang, Chair of Global Research at J.P. Morgan, to discuss her outlook on the global economy and volatile geopolitical situation. This session will cover a broad range of topics that include: The USA and EU economic outlook The Chinese market The Japanese and Asia economy The path forward for emerging markets Current areas of war and conflict

Speaker
Joyce Chang
Managing Director and Chair
J.P. Morgan

10:10 AM - 10:35 AM

Networking Break

10:35 AM - 11:15 AM

Correspondent Banking Re-inventing Itself

From the consumer to the institutional client – how is the rapid evolution of technology affecting correspondent banking and cross-border payments? The incumbent banks have lost a significant portion of their retail payment volumes to the non-banks. XB B2B payments is growing and account for a significant portion of the transaction banking revenue. After all payment & cash management is the number one anchor product in a corporate relationship. As disruption moves up from the mass market to the high-margin business, what are the banks' responses to retain and grow the wholesale payment space? Is the correspondent baking up for the change? What are the alternatives?

Panelists
Patricia Sullivan
Global Head, Institutional Cash Management
Deutsche Bank

Gloria Wyn
General Manager, Confirm & Route Logic
Onyx by JPM

11:15 AM - 12:00 PM

Future Leaders Presentation

12:00 PM - 12:40 PM

Putting Values Back in the Value Chain: what Can We Do to Encourage Sustainability in Trade?

How do you build a successful market-driven and profitable trade finance ESG Framework? Our esteemed panel will help shed light to this and explore approaches to ensure consistency in ESG practices across banking and corporate sectors within the industry.

Panelists
Sereen Ahmed
Americas Head of Trade and Working Capital
Barclays

Stephan Jacob
Founder and COO
Cotopaxi

Ian Laverty 
Chief Revenue Officer
TradeSun

12:40 PM - Evening

Bilateral Meetings & Afternoon Workshops
Tuesday, May 7

7:00 AM - 8:30 AM

Badge Check-In & Networking Breakfast

7:00 AM - 8:15 AM

Women in Transaction Banking Breakfast Session

8:30 AM - 8:45 AM

Welcome Day 2

8:45 AM - 9:15 AM

Tightening Bank Regulations - What it Means for Banks

Join us for a fireside chat on Moody’s ratings views on tightening bank regulation against a backdrop of the sector outlook for Banks. This session will address topics such as: Basel III Endgame Regional Bank Long-term Debt Requirement Liquidity Reform Stress Testing & Stress Capital Buffer Bank Term Funding Program Extension

Speakers
Ana Arsov
Managing Director, Global Co-head of Financial Institutions and Global Head of Private Credit
Moody’s Ratings

Andy Arduini
Senior Managing Director, Global Advisory & Working Capital Finance
The Huntington National Bank

9:15 AM - 9:55 AM

Deep Tier Supply Chain Financing: Shaping the Future of Trade

In recent years, the trade finance gap for SMEs/MMEs has widened. Deep-Tier Finance, a financial instrument designed to enhance financing accessibility across the supply chain, aims to address this issue. Our panelists will discuss this widening trade finance gap and review deep-tier supply chain financing, including embedded trade finance and the role it plays, and the accessibility of products and services to everyone in the ecosystem.

Moderator
Shannon Manders
Editorial Director
GTR

Panelists
Ozgur Akdeniz
North America Trade Sales Head
Citi

Joon Kim
Global Head – Trade Finance Product & Portfolio Group
BNY Mellon

Sunil Mascarenhas
Senior Investment Specialist, Private Sector Financial Institutions Division
Asian Development Bank

9:55 AM - 10:40 AM

Future Leaders Presentation

10:40 AM - 11:05 AM

Networking Break

11:05 AM - 11:45 AM

David and Goliath - A Collaborative Approach to Supporting SMEs

SMEs are the engine of the US economy.  Regional banks provide key trade services to SMEs while global banks provide key trade services to regional banks.  This panel discussion explores how the global trade community can collaborate to best support local businesses and promote economic growth.

Moderator
Mustafa Tirmizi
Director, Correspondent Banking
Standard Chartered Bank

Panelists
Amy Sahm
Sr. Vice President and Manager, International
Fulton Bank

11:45 AM - 12:05 PM

Future Leaders Presentation

12:05 PM - 12:45 PM

The Next Era of Competition in Cross-border Payments

There is heightened dialogue in the industry around improving cross-border payments given the G20 roadmap, but what is happening in reality in wholesale banking? Explore how banks are evolving (or not) to acquire, retain and grow business in cross-border payments. Discuss the innovations by banks, fintechs and cross-border network infrastructure providers that are gaining traction and can inspire others. Debate the impact of fintechs, embedded finance, and the opportunities for bank-fintech collaboration to better compete in the market.

Moderator
Grace Klopcic
Partner
McKinsey & Company

Panelists
Pat Antonacci
Chief Customer Experience Officer
SWIFT

Matthew Parker-Jones
SVP, Global Transaction Banking – Global Head of Cash Management Products & Operations
Scotiabank

Maarten van Rossum
Head of Global FIG Sales
Barclays

12:45 PM - 2:00 PM

Future Leaders Class of 2024 Graduation Lunch

Sponsored by

2:00 PM - 6:30 PM

Bilateral Meetings & Afternoon Workshops

6:30 PM - 8:00 PM

Networking Cocktail Reception

Sponsored by

Barclays

Wednesday, May 8

7:00 AM - 8:30 AM

Badge Check-In & Networking Breakfast

8:30 AM - 8:45 AM

Welcome Day 3

8:45 AM - 9:25 AM

Paradigm Shift

Panelists
Martin Markiewicz
CEO
Silent Eight

Driss Temsamani
Managing Director, Head of Digital
Citi

Moshe Wolfson
Global Sales and Implementation Head
Traydstream

9:25 AM - 10:05 AM

ISO and Data

Panelists
Tom Halpin
Regional Head of North America Global Payments Solutions
HSBC

Raghu Srinivasan
Managing Director, Global Head – FI Clearing
Bank of America

10:05 AM - 10:35 AM

Cyber and Fraud

10:35 AM - 10:55 AM

Networking Break

10:55 AM - 11:35 AM

How is Compliance Shaping the Landscape of Transaction Banking?

As the global transaction banking ecosystem continues to evolve, banks are faced with new risks, new technologies and new regulatory expectations. Compliance remains as a paramount factor of any transaction banking business, but how have programs adapted in response to the industry’s transformation?

Moderator
Miriam Ratkovicova
Managing Director, Risk and Financial Advisory
Deloitte

11:35 AM - 12:15 PM

Primary Corridors

Panelists
Martin Maciak
Head of US Client Relationships, Financial Institutions
Bank of China

Gerardo Guitierrez
Head of Trade Finance & International Business
Banorte

12:15 PM

Closing Remarks

Register

Registration Now Open

Registration for the 2024 BAFT Global Annual Meeting in Orlando, Florida set for May 5 – 8 is now open. Please note the  early bird rate ends on March 22.

Golf Tournament

The BAFT Golf Tournament is back. We expect these to sell out. Remember to book your golf (and golf club rentals as applicable) with your registration to secure your spot. For those who prefer to be grouped with specific individuals, please email [email protected] with the player names.

Room Reservations

Room reservations at the discounted attendee rate are now also available. Check the Venue & Accommodations tab to reserve your hotel room today.  

Registration Type Early Bird Rate
(Until March 22)
Regular Rate
(After March 22)
Member $2,000 USD $2,150 USD
Member Team* $100 USD off registration rate
Non-Member $2,850 USD $3,000 USD
Golf $225 USD
Golf Club Rental Fee $100 USD

*The Member Team rate applies to BAFT member institutions sending eight (8) or more attendees at the full-priced registration rate. Complimentary and discounted rates do not count toward the group minimum. To register your team, please contact [email protected].

Please Note:
You will be asked to log in to your BAFT web account to complete registration. Your username is the email address you used during registration. If you forgot your password, please click the password reset link. If you do not have a BAFT web account, please create one first. Once you have created an account or reset your password, please return to this registration page to complete your registration.

To register for this event, please login or register for an account.

Speakers

Monday, May 6, 2024
Tuesday, May 7, 2024
Wednesday, May 8, 2024
Monday, May 6, 2024
Maram Al-Jazireh
Maram Al-Jazireh
Senior Vice President, Global Head of Financial Institutions
Arab Bank

Maram Al-Jazireh is SVP/ Global Head of Financial Institutions at Arab Bank and is responsible for relationships and business development activities with financial institutions globally. She is also a member of the Financial Institutions Credit Committee. Maram grew up in Kuwait and graduated from Oklahoma State University with a major in Accounting. Prior to joining Arab Bank in 2001, she worked at Talal Abu-Ghazaleh International, Cairo Amman Bank, Citibank N.A, Amman and ABN Amro Bank, Dubai. She is co-chair of BAFT MENA Council and an advisory board member of Beyond Capital’s governance committee. She is also a fellow of the Middle East Leadership Initiative, a member of the Aspen Global Leadership Network and founder of Mid The Art Reach Project.

Tod Burwell
Tod Burwell
President & CEO
BAFT

Tod Burwell is the President and Chief Executive Officer of BAFT. Prior to being promoted to CEO, he served as the Senior Vice President of Trade Products with oversight of all trade-related initiatives including the Global Trade Industry Council, Trade Committees, and other strategic initiatives of the organization. Mr. Burwell has over 25 years of trade, supply chain and cash management experience as a banking practitioner, as well as serving as a consultant to global corporations and suppliers of strategically integrated trade solutions. Prior to joining BAFT, Mr. Burwell was a Managing Director at JPMorgan Chase and held senior global management roles responsible for trade operations, launching the logistics business and managing global product sales for trade finance and logistics management.

Joyce Chang
Joyce Chang
Chair of Global Research
J.P. Morgan
Shahmir Khaliq
Shahmir Khaliq
Head of Services
Citi

Shahmir Khaliq is Citi’s Head of Services, which includes the firm’s Treasury & Trade Solutions (TTS) and Securities Services businesses and provides cash management, working capital solutions and post-trade securities services across Citi’s global network. Shahmir is a member of Citi’s Executive Management Team. From 2021 to 2023, Shahmir served as Citi’s Global Head of TTS, helping to solidify its position as the industry’s leading provider of global cash management. Prior to that, he was Head of Operations and Technology for the business. Since first joining Citi in 1991, Shahmir has held various leadership roles within Banking, Markets and Securities Services, and Investor Services. He also has served as Country Cluster Head for Citi's Central European operations.

Miriam Ratkovicova
Miriam Ratkovicova
Managing Director, Risk & Financial Advisory
Deloitte Transactions and Business Analytics LLP

Miriam Ratkovicova is a Managing Director in the Anti-Money Laundering (AML) and Sanctions practice of Deloitte Transactions and Business Analytics LLP. She has more than 20 years of experience advising US, Canadian, European and Asian large financial institutions on various Bank Secrecy Act (BSA)/AML, Sanctions, Anti-Bribery & Corruption and other Financial Crime compliance matters. Specifically, Miriam has led multiple large and complex projects involving historical transaction investigations, Know Your Customer (KYC) remediations, AML and Office of Foreign Assets Control (OFAC) risk assessments, and customer risk ratings. Miriam has delivered AML/Sanctions engagements in numerous countries throughout Europe, including Germany, France, the Netherlands, Switzerland, Czech Republic, Poland, Hungary, Latvia, Romania, Bulgaria, Russia, Ukraine, Sweden, Norway, Denmark, Italy, Spain, Portugal, UK, Cyprus and Slovakia. Currently, Miriam is serving several large financial institutions based in China, Japan, Singapore and Malaysia.

Tuesday, May 7, 2024
Ozgur Akdeniz
Ozgur Akdeniz
North America Trade Sales Head
Citi

Oz Akdeniz is the North America Trade Sales Head at Citibank overseeing a team of Trade and Supply Chain professionals who work with Citi’s Institutional Client Group (ICG). Throughout his career Oz has been passionate about delivering innovative solutions to Multi-National Clients who operate in complexities of international corporate banking. Oz is frequently a speaker and participant at various industry forums in the capacity of guest speaker / panel member on the digitization of payments and trade. Oz is closely involved with the Bankers Association of Finance & Trade (BAFT) in the USA. He was selected in the Future Leaders program in 2018, and subsequently became a Future Leader Mentor in 2019 and is now out he planning committee for the 2020 North American BAFT Annual Meeting. Oz has also been a mentor for the 30% Club supporting aspiring Women in Leadership in NY since 2017. Previously Oz worked at ANZ Banking Group and Commonwealth Bank of Australia.

Ana Arsov
Ana Arsov
Managing Director, Global Co-Head of FI and Global Head of Private Credit
Moody's Investor Services

Ana Arsov is a Managing Director, co-heading the Global Financial Institutions rating franchise for Moody’s Investors Service. Ana also holds the position of Global Head of Private Credit for Moody’s, fostering analytical and issuer coverage for the growing private markets between financial institutions, leveraged finance, and securitization markets. Furthermore, Ana leads the analytical and relationship engagement with the Global Systemically Important Banks (GSIBs), non-bank fincos, and securities firms, fostering the linkages with institutions that create assets and structures in the private markets. Ana holds a Master’s Degree in Management (with a specialization in Financial Services and Banking) from Boston University, and a Bachelor’s Degree in Business from Pace University, New York. Ana also holds a certificate in Board Governance from Harvard Business School.

Andy Arduini
Andy Arduini
Senior Managing Director, Global Advisory & Working Capital Finance
Huntington National Bank

Andy joined Huntington Bank in 2009. He has responsibility for Huntington’s Global Advisory segment; consisting of the Structured Working Capital Finance and Global Trade & Treasury lines of business. He is a member of the board of directors at Huntington International Inc. He has extensive corporate banking, structured finance, financial institution risk, country risk and cross-border business experience dating back to 2001, primarily at GE Corporate Finance and ABN AMRO prior to Huntington. He earned an MBA from the Carey School of Business at John’s Hopkins University and is a graduate of the Stonier Graduate School of Banking. He earned post-graduate certificates in Executive Leadership from the Wharton School of Business and Fintech from Harvard University. Andy holds several industry certifications including Certified Treasury Professional (CTP) as well as the Certifications in Supply Chain Finance (CSCF) and Payments (CertPay), both issued by the London Institute of Banking and Finance.

Joon Kim
Joon Kim
Global Head - Trade Finance Product and Portfolio Management
BNY Mellon

Mr. Joon Kim has 25+ years of experience. He has held various senior positions at Standard Chartered Bank and American Express Bank, most recently as Managing Director and Head of Transaction Banking Sales for Corporate and Commodities for the Americas region. His various experiences include leading Trade Sales, Trade Product Management and Relationship Management teams, with an emphasis on development and sales of trade finance, supply chain financing, receivable services, trade processing and cross-border cash and liquidity management solutions to global financial institutions and corporations.

Grace Klopcic
Grace Klopcic
Partner
McKinsey & Company

With strong expertise across the value chain in the payments industry, Grace coleads our payments modernization group. In this capacity, she helps executives keep pace with rapid changes in technology and customer behavior. Since joining McKinsey in 2007, Grace has focused on helping financial-services and e-commerce companies explore new opportunities and achieve stronger revenue growth and operating efficiencies. Her work includes setting digital payments strategy, improving digital marketing, pursing innovation, and investing in strategic partnerships. In particular, she concentrates on helping companies to get better returns on their digital spending, improving the front-end customer experience and optimizing the back-end payments infrastructure.

Shannon Manders
Shannon Manders
Editorial Director
GTR

Shannon Manders is the Editorial Director of GTR, the world's leading international trade finance publication. She is also a freelance financial journalist, editor and editorial consultant with 12 years of experience reporting on and producing print and online publications for the global trade and trade finance sector. Shannon has extensive experience in moderating discussions, both at GTR’s own conferences and at a range of other top industry events hosted by the likes of the ICC Banking Commission, the World Bank’s International Finance Corporation, SWIFT (Sibos) and the Commonwealth Business Forum. She regularly covers stories from international locations, and has hosted numerous roundtable discussions and webinars.

Sunil W. Mascarenhas
Sunil W. Mascarenhas
Senior Investment Specialist (Trade & Supply Chain Finance), Private Sector Operations Department
Asian Development Bank (ADB)

Sunil Mascarenhas works at Asian Development Bank as a Relationship Manager of Trade and Supply Chain Finance Program since 2019. Sunil manages ADB's Supply Chain Finance Program (SCFP). His main responsibility is to manage relationships with global banks to maximize transaction volumes, provide excellent client service, and ensure constant vigilance in assessing and monitoring risk. Aside from that, Sunil is responsible in driving initiatives to deploy Supply Chain Finance to newer developing markets and helping local banks in those developing markets to launch supply chain finance businesses with a view to making finance available to SMEs. Sunil has been working in the banking sector since 1998. Before joining ADB, Sunil worked at the Hongkong and Shanghai Banking Corporation (HSBC) across multiple countries and has worked in various roles in Trade and Supply Chain Finance, Commercial Banking and Risk Management.

Matthew Parker-Jones
Matthew Parker-Jones
SVP, Global Transaction Banking, Global Head of Cash Management Products & Operations
Scotiabank

Matthew Parker-Jones joined Scotiabank in February 2023 and is responsible for Global Transaction Banking’s global cash management products, operations, and client service. He owns the bank’s product roadmap for cash management across all of the bank’s business segments (from Small Business to large Multinationals), leading a product management organization across North America, Central America and Caribbean, and Latin America. Matthew also oversees the bank’s operations, implementations, and client service teams for Global Transaction Banking. Prior to Scotiabank, Matthew was a Managing Director with JPMorgan Chase (JPMC), where he served as a global product executive with their Payments organization. He has also previously worked as a management consultant and senior advisor to global financial institutions, payment networks, and industry bodies for topics such as emerging payments and open banking. Matthew holds an MBA from Queen’s University and a Bachelor of Commerce from Concordia University.

Amy Sahm
Amy Sahm
Senior Vice President and Manager, International Group
Fulton Bank

Amy Sahm joined Fulton Financial’s International Group in 2002 following a long-term career in the Japanese banking and trade industry. She works as department manager, overseeing product development, operations, sales and risk management. The International Group at Fulton is responsible for foreign exchange risk management and all international transactional products and services including Trade Finance for Fulton’s customer base. The International Group primarily serves import / export SME clients within Fulton’s five state footprint. She serves as a Board Member and Treasurer of both the World Trade Center of Harrisburg and the Mid-Atlantic District Export Council supporting the US Commercial Service Export Assistance Center. Amy is a member of the International Business Advisory Board of Elizabethtown College where she mentors students and presents guest lectures on international finance. Amy also holds a Board seat at BAFT as well as a Co-Chair position on the North American Council. In addition to BAFT, Amy is active throughout the North American regional bank network in several international banking industry groups.

Mustafa Tirmizi
Mustafa Tirmizi
Director, Correspondent Banking
Standard Chartered Bank
Maarten van Rossum
Maarten van Rossum
Head of Global FIG Sales
Barclays

Maarten has more than 24 years of experience in the Transaction Banking space with a specific focus on Correspondent Banking and International Cash Management. Maarten joined Barclays in 2010 with a mandate to build a euro clearing proposition for Financial Institution clients. Having built the proposition and managed the migration of the platform from London to Frankfurt in 2019, his focus shifted towards cash management origination and sales activities. In his current role as Head of Global FIG Sales, Maarten leads a global team of cash sales specialist covering the Financial Institutions and FinTech client segments. In addition to his position at Barclays, Maarten holds advisory roles at several industry bodies covering the international payments market. He is a member of the Advisory Group on Market Infrastructure for Payments (AMI-Pay) at the European Central Bank, a forum for the exchange of views on developments in payments. He serves on the TARGET Workgroup at the European Banking Federation and was a founding member of the Swift workgroup that developed the new GPI standard for cross-border payments.

Wednesday, May 8, 2024
Sereen Ahmed
Sereen Ahmed
Americas Head of Trade and Working Capital
Barclays

Sereen Ahmed is an accomplished professional with a wealth of experience in the finance industry. As the Americas Head of Trade and Working Capital , Sereen has demonstrated exceptional expertise and leadership. Sereen’s educational journey began at Amman Alahliye University, where she completed her studies in banking and finance. Eager to expand her knowledge and skills, she pursued an MBA in internal Finance from Ashland University solidifying her foundation in the field. With a career spanning over two decades, Sereen has made significant contribution to renowned financial institutions. She started her journey at HSBC in 2002, where she gained a valuable experience and developed a strong understanding of the banking industry. In 2012, Sereen took on a new challenge by joining Barclays Dubai to oversee the Middle East business, and moved to New York in 2023 to take a new role as Americas Head of Trade and Working Capital.

Gerardo Gutierrez-Olvera Cabrales
Gerardo Gutierrez-Olvera Cabrales
Executive Director, Head Trade Finance and International Business
Banco Mercantil del Norte

Gerardo Gutierrez-Olvera joined BANORTE 6 years ago as Managing Director, responsible for Trade Finance and International Business. BANORTE is the second largest bank in Mexico, and the only one among the 6 largest banks in the country that is managed locally without any influence of foreign head offices. Gerardo joined Banorte in 2013 after more than 20 years of comprehensive and substantial experience in the local and international banking arena with Banco Santander and Bank of America, working for those institutions in Mexico, New York City, Madrid and the Asia-Pacific region based in Hong Kong, with main focus on the development, management and sales of products and business lines related to trade & receivable finance, international treasury services, corporate banking, financial institutions and correspondent banking. He studied Public Accountant at ITAM (Instituto Tecnologico Autonomo de México), and prior to becoming involved in banking, he worked at PwC (PriceWaterhouseCoopers) Audit and International Trade & Taxes Practice in Mexico City. Gerardo is a Director of the Board and the current Chairman of the Banking Commission at the INTERNATIONAL CHAMBER OF COMMERCE (ICC) Chapter in Mexico.

Stephan Jacob
Founder and COO
Cotopaxi
Martin Maciak
Martin Maciak
Head of US Client Relationships, Financial Institutions
Bank of China

Martin is Head of U.S. Client Relationships for Financial Institutions at Bank of China, New York Branch. Based in New York City, he originated and managed cross-border capital market businesses and flow businesses across Asia-Pacific, North America, and Latin America, with main focuses on RMB-denominated and Asia-related business opportunities. Martin has more than 24 years of experience in financial services and he joined Bank of China in 2020 from HSBC. Under his stewardship, Bank of China U.S. and HSBC U.S., respectively, were named Best RMB Bank in the U.S. by The Asset multiple times since 2017.

FAQ's

Sponsorship

Connect with the World’s Leading Global Transaction Bankers 

Join the leaders in the transaction banking community, along with others involved in cross-border payments and trade, as they gather to discuss key issues and best practices at the 2024 BAFT Global Annual Meeting.

Get Your Brand in Front of Your Target Audience

The 2024 BAFT Global Annual Meeting is your opportunity to position your organization as a thought leader and connect with your clients. Plus, network with your colleagues or have uninterrupted meetings with prospective and future clients during dedicated bilateral meeting times included in the program schedule.

Premier Levels


Platinum Sponsor – SOLD OUT
  • Recognition as a Platinum Sponsor with speaking opportunity in the plenary conference program*
  • 6 complimentary conference registrations
  • Bilateral meeting space
  • Table-top display (sponsor provides tablecloth, banner, etc.)
  • Provide branded custom giveaway item to attendees (sponsor provides giveaway)
  • Pull-up banner in registration area (sponsor provides banner)
  • One-page flyer/insert for conference registration desk
  • Recognition as Platinum Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Gold Sponsor – SOLD OUT
  • Recognition as a Gold Sponsor with speaking opportunity in the plenary conference program*
  • 4 complimentary conference registrations
  • Bilateral meeting space
  • Table-top display (sponsor provides tablecloth, banner, etc.)
  • Pull-up banner in registration area (sponsor provides banner)
  • One-page flyer/insert for conference registration desk
  • Recognition as Gold Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Silver Sponsor – 4 more available
  • Recognition as a Silver Sponsor with 35-minute thought leadership workshop (sponsor provides topic and speakers for workshop)
  • 3 complimentary conference registrations
  • Option to add bilateral meeting space for additional $2500
  • Table-top display (sponsor provides tablecloth, banner, etc.)
  • Pull-up banner in registration area (sponsor provides banner)
  • One-page flyer/insert for conference registration desk
  • Recognition as Silver Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Corporate Sponsor – 6 more available
  • Recognition as a Corporate Sponsor
  • 2 complimentary conference registrations
  • Option to add bilateral meeting space for additional $4500
  • Option to add table-top display for additional $2500 (sponsor provides tablecloth, banner, etc.)
  • Pull-up banner in registration area (sponsor provides banner)
  • One-page flyer/insert for conference registration desk
  • Recognition as Corporate Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event

 

Featured Events Sponsorship


Sunday Opening Evening Reception
  • Sponsor provides welcome remarks for Opening Reception
  • 5 complimentary conference registrations
  • Bilateral meeting space
  • Pull-up banner at sponsored reception and in registration area during duration of event (sponsor provides banner)
  • One-page flyer/insert for conference registration desk
  • Recognition as Opening Reception Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Tuesday Evening Reception
  • Sponsor provides welcome remarks for Opening Reception
  • 4 complimentary conference registrations
  • Bilateral meeting space
  • Pull-up banner at sponsored reception and in registration area during duration of event (sponsor provides banner)
  • One-page flyer/insert for conference registration desk
  • Recognition as Tuesday Reception Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Tuesday Conference Keynote Lunch – SOLD OUT
  • Sponsor provides keynote speaker for Tuesday Lunch
  • 2 complimentary conference registrations
  • Bilateral meeting space
  • Pull-up banner at sponsored lunch and in registration area during duration of event (sponsor provides banner)
  • One-page flyer/insert for conference registration desk
  • Recognition as Keynote Lunch Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Sunday Golf Breakfast and Tournament Sponsor
  • Recognition as Golf Tournament and pre-tournament Breakfast Sponsor
  • Opportunity to provide branding giveaway to all golf tournament participants pre-tournament
  • 3 complimentary conference registrations
  • Pull-up banner at sponsored breakfast and in registration area during duration of event (sponsor provides banner)
  • One-page flyer/insert for conference registration desk
  • Recognition as Networking Power Breakfast Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Networking Power Breakfast – 2 more available
  • 3 complimentary conference registrations
  • Pull-up banner at sponsored breakfast and in registration area during duration of event (sponsor provides banner)
  • One-page flyer/insert for conference registration desk
  • Recognition as Networking Power Breakfast Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event

Additional Sponsorship Opportunities


Conference WiFi
  • Sponsor logo on WiFi password cards provided to all attendees
  • 2 complimentary conference registrations
  • Pull-up banner in registration area (sponsor provides banner)
  • One-page flyer/insert for conference registration desk
  • Recognition as WiFi Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Conference Q&A/S.lido – SOLD OUT
  • Sponsor logo on S.lido password cards provided to all attendees
  • 2 complimentary conference registrations
  • Pull-up banner in registration area (sponsor provides banner)
  • One-page flyer/insert for conference registration desk
  • Recognition as Q&A/S.lido Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Charging Station
  • Sponsor branded charging station
  • 1 complimentary conference registration
  • Pull-up banner in registration area (sponsor provides banner)
  • One-page flyer/insert for conference registration desk
  • Recognition as Charging Station Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Coffee Breaks – 3 available
  • 1 complimentary conference registration
  • Pull-up banner at sponsored coffee break and in registration area during duration of event (sponsor provides banner)
  • One-page flyer/insert for conference registration desk
  • Recognition as Coffee Break Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Thought Leadership Workshop – 6 available
  • 35-minute session for organization to display thought leadership role on a relevant industry topic (sponsor provides speaker(s) and topic)
  • 1 complimentary conference registration
  • Pull-up banner outside workshop shop room during presentation and in registration area during duration of event (sponsor provides banner)
  • One-page flyer/insert for conference registration desk
  • Recognition as Workshop Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Conference Notepads
  • Sponsor supplies logo conference notepads
  • 1 complimentary conference registration
  • One-page flyer/insert for conference registration desk
  • Recognition as Notepad Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Table-Top Display – 6 available
  • Table-top display (sponsor provides tablecloth, banner, etc.)
  • 1 complimentary conference registration
  • One-page flyer/insert for conference registration desk
  • Recognition as Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Conference Bags
  • Sponsor provides bags for attendees
  • 1 complimentary conference registration
  • One-page flyer/insert for conference registration desk
  • Recognition as Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Conference Lanyards
  • Sponsor supplies logo lanyards
  • 1 complimentary conference registration
  • One-page flyer/insert for conference registration desk
  • Recognition as Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event
Bilateral Meeting Space – 10 available
  • Bilateral meeting space
  • 1 complimentary conference registration
  • Pull-up banner outside meeting space (sponsor provides banner)
  • One-page flyer/insert for conference registration desk
  • Recognition as Sponsor during event opening and logo displayed on event PowerPoint slide
  • Logo included on conference website and registration page
  • Logo included on all email promotion pre- and post-event
  • Registration list with contact details (name, company, title, email) pre- and post-event

Interested in sponsoring the 2024 Global Annual Meeting?

For more information, please contact:

Matthew Kaitz
Director, Business Development
[email protected]
+1 (703) 200-9071

Venue & Accommodations

Conference Venue


The 2024 BAFT Global Annual Meeting will be held at the Hyatt Regency Grand Cypress Resort in Orlando, Florida. A block of rooms has been reserved exclusively for BAFT conference attendees. These blocks of rooms often sell out, so book early to guarantee your room at the discounted attendee rate.

Hyatt Regency Grand Cypress Resort
One Cypress Boulevard
Orlando, Florida 32836
United States

Book Your Room Two Ways


The guestroom rate is $285/night + tax. The rate includes a hotel service fee*, giving access to a variety of services and activities including transfers to Walt Disney World. For a full list of services available, please refer to the Hotel Service Fee below.

To book your room: 

  1. Online: 2024 BAFT Global Annual Meeting at the Hyatt Regency Grand Cypress Resort
  2. Phone: + 1 (877) 803-7534 – Use Group Code: G-AMBK 

To modify or cancel your room reservation, please click the online link above. The hotel requires a 1-night room/tax deposit for each reservation. Cancellation Policy 11:59pm Hotel Time 3 Days Before Arrival Or Forfeit Deposit/1 Night Deposit Required- please confirm that the policy hasn’t changed when you book your guestroom.

 

*HOTEL SERVICE FEE: The Hotel Service Fee provides for an enhanced stay experience for guests and currently includes two (2) round-trip transfers to Walt Disney World (daily), scheduled daily transportation to Disney Springs, 24-Hour access to Stay-Fit Fitness Center, 7-Hole Pitch ‘n’ Putt Course, walk-on court times at Racquet Club (racquet and balls included), bike rentals, rock climbing wall, sailboats, paddle boards, kayaks, and paddle boat rentals, daily scheduled recreational activities, 5-hole miniature golf course (next to Pitch ‘n’ Putt), 10% discount on 50-Minute or longer spa/salon services and retail products at on-property Marilyn Monroe Spa, access to Pressreader during stay, basketball and volleyball courts (includes ball), 1-Mile & 3-Mile mapped outdoor jogging courses, 10% discount on recreation retail & cabanas (not including food & beverage), kids 12 and under eat free for dinner in LakeHouse (with paid adult entrée). The Hotel Service Fee is included in the rate.

 

Testimonials

“It was great to get together with such a great group of people across our industry in person.”

Conference Attendee

New York City, New York

“Great networking, great content and great attendance. ”

Conference Attendee

London, United Kingdom

“The speakers were great, the event was well organized and a great experience.”

Conference Attendee

Johannesburg, South Africa

“Bilateral meetings were exceptionally good/positive, and a lot of candid conversations in between meetings around what is possible. ”

Conference Attendee

Kansas City, Missouri

“The experience and the knowledge shared that I have experienced at the BAFT Global Meeting is something I look forward to annually.”

Conference Attendee

Toronto, Canada


Sponsors

Interested in sponsoring the 2024 BAFT Global Annual Meeting? We can tailor your sponsorship package to meet your goals.

To discuss your sponsorship options, please contact:

Matthew Kaitz
Director, Business Development
[email protected]
+1 (703) 200-9071