Optimizing Dark Pool Liquidity

December 3, 2007
New York City, Bayard's, One Hanover Square






 

 

 

     

 

 

 

 

Preliminary Agenda

8:30      Breakfast with Exhibitors

9:00      Chairperson's Opening Remarks
             The Search for Liquidity and the Evolution of Dark Pools
              
Joe Rosen,
President, RKA, Inc.
               Former Managing Director, Trading Technology/Head of
                Technology Marketing, NYSE 


9:15      Opening Roundtable
             Dark pools: Where Should You Go First and Why?
               Moderator:
                
James T. Leman,
Principal, Head of Capital Markets
                 Westwater Corp.

               Panelists:
                
J. Mark Enriquez,
Managing Partner
                 Pulse Trading, Inc.

                
Andrew Brenner,
Head of ISE Stock Exchange
                 International Securities Exchange
                
Tim Mahoney, Chief Executive Officer
                 BIDS Trading, LP
                
Jim Ross, Vice President
                 NYSE Euronext


10:00    Using dark Algorithms to Reveal Hidden Liquidity: Which
             Dark Algorithm Is Best for Your Desk?
              
Moderator:
                
Scott Burrill
,
Managing Director and Partner
                 Rosenblatt Securities Inc.
               Panelists:
                 Rishi Nangalia, Managing Director
                 Goldman Sachs Electronic Trading
                
Jason McLean, Head of Trading
                 Iridian Asset Management
                
Meaghan Mullins, Managing Director, Electronic Services
                 Knight Equity Markets, LP
                
Brian Gallagher, Executive Director, Electronic Trading
                 Morgan Stanley


10:45    Refreshment Break with Exhibitors

11:15    Darkness vs. Transparency: How Has Reg NMS
             Affected Dark Pool Trading?

             
 Moderator:
                
Andrew L. Kagan,
Vice President, Transparency Services
                 FINRA
               Panelists:
                 Tim Mahoney, Chief Executive Officer
                 BIDS Trading, LP
                 Jim Ross, Vice President
                 NYSE Euronext
                
Jay Biancamano, Director, Corporate Strategy
                 Liquidnet
                
Michael Barth, Executive Vice President, Strategic Initiatives
                
OES MarketGroup
                
David Weisberger, Managing Director
                 Lava Technology, Citi


12:00    Accessing Fragmented Liquidity through
             Inter-Pool Linkages
             
 Moderator:
                
George Hessler,
Executive Vice President
                 Lime Brokerage LLC

               Panelists:
                
Kevin Callahan,
Head of Equity Capital Markets
                 JonesTrading

                
Dmitri Galiametdinov, AES Head of Liquidity Strategy
                 Credit Suisse
                
Ted Myerson, President
                 F-TEN, Inc.

 
12:30    Luncheon with Exhibitors

 
1:30    Speed bumps and potholes on the dark road: Avoiding
             information leakage, adverse selection, underfilling,
             overpaying and other dangers of using dark pools
              
Harish Devarajan, Managing Director
               Deep Value


 
2:15    Best Practices for Maximizing execution Quality
             
 Moderator:
                
Don DeLoach,
President & Chief Executive Officer
                 Aleri Inc.
               Panelists:
                
Eric Karpman, Vice President
                 Bank of New York Asset Management
                
Fred J. Federspiel, President
                 Pipeline Trading Systems
                
Vijay Kedia, President
                 FlexTrade Systems Inc.
                
Brian Pears, Senior Vice President
                 NYFIX, Inc.

  3:00    Refreshment Break with Exhibitors

 
3:15    Not Just Equities: Opportunities for Sourcing Liquidity
             in Other Asset Classes

                 Eric Karpman, Vice President
                 Bank of New York Asset Management
 
               David Mortimer, Chairman & CEO
                 3D Markets, Inc.


 
3:45    Specialized Dark Pool Trading Venues: The Next Generation
             
 Moderator:
                
J. Mark Enriquez,
Managing Partner
                 Pulse Trading, Inc.
               Panelists:
                 Richard A. Holway, Chief Executive Officer
                 Firefly Capital, Inc.
                
David Margulies, Head of Algorithmic Execution
                 Weeden & Co.
                
Dave Leone, Consultant to NYFIX, Inc.

 

 
4:30     Conference Adjourns