Third Annual
Boston Workshop
Best Execution
How to Measure It -- How to
Achieve It
May 16, 2007
Holiday Inn Select Boston Government Center
(Info)
Preliminary Agenda
8:30 Breakfast and Registration
9:00
Chairperson’s
Opening Remarks
9:15
Opening
Roundtable:
What Does Best Execution Mean
Today? How Is It
Affected by the Quest for
Liquidity?
Guy Cirillo,
AES
Global Channel Sales Manager
Credit Suisse
10:00
Achieving Best
Execution: A Practical Guide
Moderator:
John Wightkin,
Managing Partner
QSG
Panelists:
Eugene Choe,
Vice President
Credit Suisse
10:45 Refreshment Break
11:00
Impact of
Soft Dollar Regulations on Buy-Side,
Sell
Side and Vendor firms
Stephen L. Schardin,
Managing Director -
President
Charles River Brokerage, LLC
John Giblin,
Sr. Vice President, Head of US Market Structure Solutions
Lehman Brothers
11:30
Commission Management Initiatives
Robert Boylan,
Vice
President
Credit Suisse
12:00
Applying Technology to Achieve Best
Execution
David Easthope,
Senior Analyst,
Securities & Investments
Celent
Robert Kissell,
Head of Quantitative
Trading Strategy
JP Morgan
12:30 Luncheon
1:30
Chief
Compliance Officer
Roundtable:
Compliance
with
New and Existing SEC Guidelines
2:15
The Internal Market and Market
Consortiums:
Best
Interest of the
Customer or Inherently Conflicted?
3:15
Refreshment Break
3:30
Transaction
Cost Analysis: Measuring the Total
Cost of
Trading
Peter Weiler,
Sr. Vice President
Abel/Noser
Robert Kissell,
Head of Quantitative
Trading Strategy
JP Morgan
4:15
Impact of Electronic Trading
and Advanced Execution
Strategies Such as Algo Trading and DMA on
Best
Execution
4:45 Conference Adjourns
