2 July 2014 | The Artillery Garden At the HAC, London #CampAlphaville
Main Stage Programme | Speakers | Igloo Sessions

What the heck is an igloo anyway? We want Camp Alphaville to be as interactive an event as possible and to replicate the blogosphere in physical form.

We’re going to brush off the stuffy conference formats of yesteryear and bring you — our guests — up, close and personal with the world-class industry experts we have personally selected to discuss themes as diverse as football and basic income across four inflatable igloos.

Think of it like the chatroom sessions moderated by AOL staffers back in the day.

Izzy's IGLOO
1:00 pm - 2:00 pmHedging for Skynet
Moderator: Izabella Kaminska, FT Alphaville
Nicolas Courtois, Cryptographer, Senior Lecturer in Computer Science, UCL
Jamie Macintosh, Director, Institute for Security & Resilience
Yann Ranchere, Financial Director, Anthemis, Tekfin blog
Smari Mccarthy, Software developer and political activist, Icelandic Digital Freedom Society
Leander Bindewald, New Economics Foundation

This is part spillover from our main fintech panel and part a discussion about protecting value itself in the era of cyber disruption. We’ll be talking cryptography for payment and asset registration and transfer, what the heck is value anyway, crisis resilience, identity as currency and a bit of anacyclosis. There may also be balanced Bitcoin talk.

2:30 pm - 3:30 pmThe new commodity paradigm
Moderator: Neil Hume, Commodities Editor, Financial Times
Olivier Jakob, Petromatrix
John Kemp, Reuters
Craig Pirrong, Professor of Finance, University of Houston
Harry Tchilingurian, BNP Paribas
Ed Morse, Managing director and global head of commodities research, Citi

Neil Hume will be chatting everything from banks moving out of commodities and the death of volatility to the shale cash-burn and how interest rate are affecting commodities, with some of the most respected commodities analysts and experts in the field.

4:00 pm - 4:30 pmThe world's greatest ever short, almost
Izabella Kaminska, FT Alphaville
John Hempton, Head of Bronte Capital, Bronte Capital
4:30 pm - 5:30 pmDeath of a financial intermediary
Moderator: Tracy Alloway, US Correspondent, Financial Times
Renaud Laplanche, CEO, Lending Club, the world's biggest P2P lender
Cormac Leech, Bank Analyst, Liberum Capital
Matt Levine, Bloomberg columnist and former equity derivatives salesman at Goldman Sachs
Krishan Rattan, Founder, Voltaire Capital

Peer-to-peer lending! Negative interest rates! The future of FICC! There will be drama, tears and existential crises galore as we discuss new challenges to the banking industry. Featuring Renaud Laplanche, chief executive of Lending Club, the world’s largest peer-to-peer lender; Cormac Leech; banking analyst at Liberum Capital, Matt Levine, Bloomberg columnist and former equity derivatives salesman at Goldman Sachs and Krishan Rattan, founder of Voltaire Capital, a new market-making venture.

12:00 pm - 1:00 pmSecular stagnation and the argument for a basic income
Moderator: Frances Coppola, Associate Editor, Pieria
Sam Bowman, Research Director, Adam Smith Institute
Tomas Hirst, Commissioning Digital Content Editor, World Economic Forum
Barb Jacobson, Coordinator, European Citizen's Initiative for an Unconditional Basic Income

Frances Coppola is a former banker turned singing teacher, who came to prominence as a finance thought leader thanks to her smart and pithy commentary about banks and capital ratios in the days after the global financial crisis. If you don’t know who Frances is, dare we say it, you’re probably not doing the finance social media thing properly. We knew we wanted her involved, it was just a question of how. She came to us with the idea of hosting a discussion about the feasibility of a basic income. So that’s what you’ll be getting. For details of who else will be joining her, please stay tuned for more news shortly.

1:30 pm - 2:30 pmBut is it a ponzi?
Moderator: Dan McCrum, Reporter, FT Alphaville
John Hempton, Head of Bronte Capital, Bronte Capital

No, this isn’t going to be a discussion about Bitcoin. One of the biggest debates on the blogosphere this year has centred around whether Bill Ackman’s call last year that Herbalife is a glorified ponzi scheme is right or not. FT Alphaville’s Dan McCrum has made an entire series of it — in the process becoming a near certified expert on what constitutes a pyramid and what does not, himself leaning towards the idea that Herbalife has a case to answer. Meanwhile, on the other side of the world John Hempton of Bronte Capital has been arguing — whilst slimming down on Herbalife products — the opposite. He agrees with the company, which says it is legitimate. The debate goes on in the Adhoc igloo, and it could get feisty.

3:00 pm - 4:00 pmIs your football club for sale?
Moderator: Duncan Robinson, Reporter, FT Alphaville
Keith Harris, Former chairman of the Football League and prolific football financier

This is going to be a chat about football finance and what’s likely to be the next big deal in the sector. And since it’s still the World Cup, we’re sure some regular football talk will probably crop up as well.

5:00 pm - 6:00 pmWhen disruptive tech goes all George Jetson
Moderator: Henry Foy, Financial Times
David Galbraith, Architect, digital strategist, co-founder of Yelp
Michael Osborne, Associate Professor in Machine Learning, University of Oxford
Andrew Blogg, Director, Future Aerial Innovations
Dr Rainer Mehl, Head of Manufacturing Consulting, NTT Data EMEA

Drone talk, self-driving cars, artificial intelligence, the sharing economy and 3D printing.

Cardiff's IGLOO
12:30 pm - 1:30 pmCentral banks and their jedi mind tricks
Moderator: Cardiff Garcia, US Editor, FT Alphaville
Moderator: Lorcan Roche Kelly, Founder, Agenda Research
Lars Christensen, Chief Analyst, Danske Bank
Josh Ryan-Collins, Senior Researcher, Monetary Reform, New Economics Foundation
Paul Woolley, Founder, Paul Woolley Centre for the Study of Capital Market Dysfunctionality

In between hosting events on the main stage, Cardiff will find the time to sit down with some key names including a Mystery Market Monetarist to discuss what’s next in central bank policy. This will be a chat about central bank policy that goes beyond the conventional — beyond, even, the unconventional.

3:00 pm - 4:00 pmFX Wars: When the central banks strike back
Moderator: John Authers, Senior Investment Columnist, Financial Times
Steven Englander, Global Head of G10 FX Strategy, Citi
Kit Juckes, @KitJuckes; Strategist, Societe Generale
Paul Lambert, Head of Currency, Insight Asset Management
Stephen Lewis, Chief Economist, Monument Securities

We’ll be keeping this FX discussion as topical as possible. Expect the key developments of the week discussed, general themes about currency allocation and possibly some reserve and cryptocurrency talk as well.

4:30 pm - 5:30 pmTwitter finance talk at Camp Alphaville
Moderator: Lorcan Roche Kelly, Founder, Agenda Research
Gustavo Baratta, @Gusbaratta; Market maker of euro government bonds
Joseph Cotterill, @Jsphctrl, FT Lex
Kit Juckes, @KitJuckes; Strategist, Societe Generale
Izabella Kaminska, FT Alphaville

, The European Central Bank on Twitter

Lorcan Roche Kelly is a man who somehow turned commenting on FT Alphaville into a profession.  He’s now considered a leading expert on the ECB as well as a social media star in his own right. He’ll be hosting an adhoc discussion on what exactly finance professional can get out of Twitter. Consider this the real-world version of Twitter finance talk.

David's IGLOO
12:00 pm - 1:00 pmThe Pari Passu Saga - Live on Ice, The Musical*
Moderator: Joseph Cotterill, @Jsphctrl, FT Lex

Joseph Cotterill takes your questions on the sovereign debt trial of the century - or anything else sovereign debt-related. (*NB: not in fact on ice, nor a musical).

1:00 pm - 2:00 pmThe inequality question
Bhanu Baweja, Head of Emerging Market Cross-Asset Strategy, UBS
Stephane Deo, Global Head of Asset Allocation, UBS

Recommendations for addressing growing poverty within developing and developed countries.

2:00 pm - 3:00 pmRed Hero
Michael Preiss, Founder, Mongolia Asset Management
3:30 pm - 4:30 pmThe China question up close and personal
Moderator: David Keohane, India Correspondent, FT Alphaville
Carson Block, Founder, Muddy Waters Research
Diana Choyleva, Head of Macroeconomic Research, Lombard Street
Michael Pettis, Professor of Finance, Guanghua School of Management, Peking University, Beijing
Anne Stevenson-Yang, Co-founder, J Capital Research
James White, Senior Investment Analyst

Where anything left over or unexplored from the main panel will get thrashed out — rebalancing or the myth of rebalancing, the corporate house of cards, whether China is in fact post-capital, insanity in the property market, the direction of the yuan, magic collateral etc. Companies offering baijiu sponsorship contact david.keohane@ft.com.

4:30 pm - 5:30 pmThe China question in commodities
Moderator: Neil Hume, Commodities Editor, Financial Times
Diana Choyleva, Head of Macroeconomic Research, Lombard Street
Anne Stevenson-Yang, Co-founder, J Capital Research
James White, Senior Investment Analyst
Seth Kleinman, Global Head of Energy Strategy, Citi

China has always been a big deal in commodity markets, but commodity people don’t always have the chance to speak to the China experts themselves. In this discussion, Neil Hume will be flipping the discussion on its head. It’ll be commodities people talking to China experts instead. Expect discussion about everything from Chinese collateral shenanigans and reserve stockpiles, to party politics and China’s focus on technology, infrastructure building and renewables consumption. There will also be talk about the internalisation of the yuan, its likely future valuation as well as its impact on commodity markets.