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Web 2.0 / Enterprise 2.0
in the Capital Markets Industry

September 17, 2007
Bayards, New York City (Map)

   

       

  8:30    Breakfast with Exhibitors

  9:00    Chairperson’s Opening Remarks
               Matt Nelson, Senior Analyst, Securities & Investments
               TowerGroup             
              
  9:15    Opening Roundtable:
             Web 2.0/Enterprise 2.0 in the Financial Services Industry
               Moderator:
                 Stephane Dubois, Chairman, Chief Executive Officer and Founder
                 Xignite, Inc.
               Panelists:
                 Penny Herscher, Chief Executive Officer
                 FirstRain, Inc.
                 John Mahoney, Co-Founder & CTO
                 InfoNgen
                 Stephen Leung, Sr. Manager, Financial Services Industry
                 BEA Systems, Inc.

10:00    Rich Internet Applications and the client portal: using
             Web 2.0 to improve the client experience
               Moderator:
                 John Mahoney, Co-Founder & CTO
                 InfoNgen
               Panelists:
                 Kaj Pedersen, Chief Operating Officer
                 Pendo Systems
                 Stephen Leung, Sr. Manager, Financial Services Industry
                 BEA Systems, Inc.

10:45    Refreshment Break with Exhibitors

11:00    Instant messaging in financial services: Technology and
             Compliance Issues
               Moderator:
                 Eran Barak, Global Head of Strategy
                 Reuters Communication Services
               Panelists:
                 David Olener, Director, Legal and Discovery Solutions
                 Orchestria
                 Warren Roy, President & CEO
                 Global Relay Communications, Inc.

11:45    Enterprise 2.0: How FSIs Can Use Technology to
             Foster Collaboration
               Moderator:
                 Lou Eccleston, Chief Executive Officer
                 Pivot Solutions
               Panelists:
                 Bob Serr, Chief Technology Officer
                 Parlano, Inc.
                 Eran Barak, Global Head of Marketing & Strategy
                 Reuters Communication Services
                 Lynn D. Johnson, Senior Editor
                 FastCompany.com

12:30    Luncheon with Exhibitors

  1:30    Sourcing Deals with Web 2.0 Technology
               David Teten, Managing Director
               Nitron Circle of Experts, an Evalueserve Company

  2:15    Web 3.0: Where are We Going?
               Moderator:
                 David Teten, Managing Director
                 Nitron Circle of Experts, an Evalueserve Company
               Panelists:
                 Christopher S. Rollyson, Managing Director
                 CSRA Inc.
                 Matt Mahoney, Vice President of Professional Services
                 Socialtext
                 Jeff Stewart, Founder and Chairman
                 Monitor 110, Inc.

  3:00    Refreshment Break with Exhibitors

  3:15    Applying Enterprise 2.0 and Web 2.0 in Financial Services:
             Early Notes from the Field
               Dion Hinchcliffe, President & Founder
               Hinchcliffe & Company

  4:00    Building an Enterprise 2.0 System Employees Will
             Actually Use
               Tom Steinthal, Managing Director - Financial Services
               BSG Alliance

  4:45    Conference Adjourns

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