2006 Buyside
Technology Forum
Technology for Portfolio and
Order Management
March 29, 2006
Bayards, New York City
(Map)
Preliminary Agenda
8:30 Breakfast with Exhibitors
9:00
Chairperson’s
Opening Remarks
Matthew Nelson,
Senior
Analyst, Investment
Management
TowerGroup
9:15
Keynote Address
Capacity Conundrum: Leveraging Technology to Expand
Buy-side Investment Opportunities
Evan Schulman,
Co-founder & Chairman,
Upstream Technologies
and Former Principal, Batterymarch
9:45
opening Technology Roundtable
Moderator:
John Barun,
President
Capital Markets ConsultinG, LLC
Panelists:
Sam Johnson,
President & Chief Executive Officer
TransactTools
Josh Galper,
Managing Principal
Vodia Group
Robert O'Boyle,
Director, Global Accounts
Advent Software
10:30 Refreshment Break with Exhibitors
11:00
From PMS to OMS to Black Box
Trading: What Are the
Opportunities, Where Are the Challenges?
Moderator:
Josh Galper,
Managing Principal
Vodia Group
Panelists:
Paul A. Famighetti Jr.,
Director of Automated Trading
Trillium Trading, LLC
Sarah Heffron,
Vice President, Global Execution Services
JP Morgan Securities, Inc.
Michael Boyd,
Senior Equity Trader
Davis Securities
11:45
Algorithmic Trading, Direct
Market Access and
Transaction Cost Research: Managing Technology for
Higher
Profits and Best Execution
Tal Cohen,
Director of
Business Development
Instinet
Tyler Marthaler,
Senior Vice
President, West Coast Operations
Random Walk Computing
12:30 Luncheon with Exhibitors
1:30
Direct Market Access: Changing the Rules and
Empowering the Buyside
Moderator:
John Barun,
President
Capital Markets Consulting, LLC
Panelists:
Joseph Wald,
Chief
Executive Officer
EdgeTrade
Joel Steinmetz,
Managing Director
Lava Trading
Andrew Larkin,
Managing Director
ITG
2:15
The Outsourcing Boom: Is it Hype or Are There Tangible,
Measurable Benefits for the Buyside?
Moderator:
Holly Miller,
Senior Vice
President
Citisoft
Panelists:
Bevin Crodian,
Chief Executive Officer
Market Street Advisors
Stephen A. Boyle,
Director, Managed Accounts
JP Morgan Managed Account Solutions
Michael E. Blake,
Vice President, Global Fund Services
Northern Trust
3:00
Refreshment Break with Exhibitors
3:15 What
Impact will the Change from Traditional Portfolios
to
Alternative Portfolios Have on portfolio Management
Technology?
Selim Yahia,
Manager, Wealth and
Investment Management Practice
BearingPoint
Matthew Nelson,
Senior
Analyst, Investment
Management
TowerGroup
4:00
STP Update: What Industry-wide and
Vendor Initiatives
Are
Making Straight Through Processing a
Reality
(Finally)?
Lee Cutrone,
Managing Director,
Investor Relations
Omgeo
Carol Kaufman,
Chief Executive Officer
Alternatives TLC
4:45 Conference Adjourns
