Preliminary
Agenda
| 8:30 Breakfast with Exhibitors |
| 9:00
Chairperson's
Opening Remarks |
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Joe Rosen,
President, RKA
Inc.
Former Managing Director, Trading Technology, NYSE
Editor, The Handbook of Electronic Trading
9:15
Opening Technology
Roundtable
What
Are the Hot New Technologies That the
Buyside
Should Be Aware of and How Can
They Be
Exploited?
Moderator:
Tim Mahoney,
Chief Executive Officer
BIDS Trading
Panelists:
Brian Ross,
Chief
Executive Officer
FIX Flyer
Mihaela Risca,
Industry
Solutions Manager, Financial Markets
Cisco Systems
Tony
Bishop,
CEO, Adaptivity
former SVP, Chief Architect, Wachovia Securities
10:00
Market Structure Technology Update
Why Speed Matters—Using High-Speed Market
Connections to Improve Execution Quality
Moderator:
George Hessler,
Executive Vice
President
Lime Brokerage
Panelists:
Don DeLoach,
Chief Executive Officer
Aleri
Dmitri Galiametdinov, Head of Liquidity Strategy
Credit Suisse
Harrell Smith
Portware
10:45 Refreshment Break with Exhibitors
11:00
Data Challenges for the Buyside Amid a Dramatic
Transition in the Markets
Don DeLoach,
Chief Executive Officer
Aleri
George Kledaras,
Chief
Executive Officer
CecilRep
11:45
The OCC
Listed Option Symbology Initiative:
The
Coming Challenge
Jim Leman, Principal, Head of Capital Markets Consulting
Westwater Corporation
12:15
What
Does Exchange Consolidation and ATS
Fragmentation Mean for the Buyside?
Moderator:
Justin Schack,
Vice President
Rosenblatt Securities
Panelists:
Udayan Goyal,
Managing Director
Deutsche Bank
David
Margulies, Director of Algorithmic Execution
Weeden & Co.
John Barun, Chief Executive Officer
Capital Markets Consulting
Robert Malin, Corporate Strategy Group
Liquidnet
1:00 Luncheon with Exhibitors
2:00
How Can the
Buyside Optimize Its Use of EMS and
OMS
Systems: Integration vs. Fusion?
Moderator:
Candyce
Edelen,
President/CEO
PropelGrowth
Panelists:
Mike Boyd, Vice
President
Kabrik Trading
Chris
Flynn, Vice President
Advent
Bijan
Monassebian, Chief Executive Officer
Ordex
2:45
Algorithmic Trading
Extreme Transaction Processing: The
Critical
Underpinning for the Next Generation of Algos
Michael Rosen,
Senior Vice President
UNX
3:15
Refreshment Break with Exhibitors
3:30
Optimizing
the Use of Pre- and Post-Trade Transaction
cost
Analysis to Achieve Best Execution
Moderator:
Michael Schwartz, COO, Global Trading
Alliance Bernstein
Panelists:
Bill Conlin, President
Abel/Noser
4:00
Regulatory
Update
Sanity
Check: What Has Been the Impact of Reg nmS
and
MiFID to-Date and What Does the Future Hold?
Moderator:
Harrell Smith
Portware
Panelists:
Tom Kyle, Managing Partner and COO
Manchester Square Investment Group
Udayan Goyal,
Managing Director
Deutsche Bank
4:30
Clearance
and Settlement Update
What
Will Be the Impact of DOJ's Attack on
the
Vertical Silos?
Moderator:
Randy Schafer,
Management
Consultant
Panelists:
Jay Gottlieb,
Energy/Commodities
Economist
Udayan Goyal,
Managing Director
Deutsche Bank
4:45
Conference Adjourns
