Speakers

	Kevin Chapman Managing Director and Head of Trading, Nicholas-Applegate Capital Management Kevin Chapman oversees the firm's equity trading operations. As head trader, he has responsibility for advising portfolio managers and analysts on all market information relevant to their holdings. He joined the firm's International trading team in 1998 and has played a key role in non-U.S. trading activities, including managing the firm's trading offices in Amsterdam. Prior to joining the firm, he was an international equity trader with Strong Capital Management, Inc. Kevin earned his M.S. in management-finance analysis and his B.B.A. from the University of Wisconsin-Milwaukee. He has sixteen years of investment industry experience.
	Brian Fagen Managing Director, Co-Head of Americas Liquid Markets Distribution, Barclays Capital Mr. Fagen is responsible for the client facing aspects of our Americas Equities Liquid Markets business, which includes Cash, Flow Volatility, Portfolio Trading, and Electronic Trading. Prior to this he was responsible for sales, marketing and business development of our electronic trading and program trading businesses to our institutional client base. He joined Lehman Brothers in 2006.   Prior to joining Lehman Brothers, Mr. Fagen spent nineteen years at Morgan Stanley where he was most recently head of Electronic Trading and Portfolio Trading Sales. He held several senior roles at Morgan Stanley, including head of Program Trading and Sales, head of Equity Futures and head of Money Manager Derivative Sales. Mr. Fagen is a frequent speaker at industry events including Trade Tech, Trader Forum, National Order of Investment Professionals (NOIP), Securities Traders Association, and Advanced Trading. He is regarded as an industry expert in topics including electronic trading, program trading, algorithms, transaction cost analysis, and market structure and microstructure. Mr. Fagen is a member of the Board of Directors of BIDS Trading, an industry consortium Alternative Trading System. He also a board member of the Juvenile Diabetes Research Foundation of Westchester County, NY. Mr. Fagen received his B.S in accounting from Rutgers University in 1988.
	Bryan Kievit Head Trader, Accipiter Capital Management Kievit began his career in financial services as a listed block trader for Gerard Klauer Mattison, a listed block trading firm. From there he joined Circle T, a New York City-based hedge fund, where he was a trader and assistant to the general partner, Seth Tobias. He also ran his own portfolio during his last year at Circle T. Subsequent to Circle T, he joined SAC Capital, where he traded U.S. telecom and media and European equities. He is now head trader at New York City hedge fund Accipiter Capital Management.
	Michael J. Levas Chief Investment Officer and Managing Member of Olympian Capital Management LLC Michael J. Levas has been in the investment management business for over fifteen years and is the founder, chief investment officer and managing member of Olympian Capital Management LLC, and Olympian Partners, L.P.  Prior to Olympian, he was a VP and Portfolio Manager in the Private Client Group at Lehman Brothers Inc. Prior to that, he was a VP with SG Cowen, UBS PaineWebber and Bear Stearns where he managed in excess of $250 million in both institutional and retail portfolios.   Mr. Levas is licensed Series 24 general securities principal, Series 7 general securities representative, and a Series 65, 66 investment adviser representative with FINRA.  He is also the founder and principal of Olympian Futures LLC, an NFA registered introducing broker, and a licensed Series 3 associated person.  Mr. Levas currently holds the CPM designation from the American Academy of Financial Management and is a candidate for the CFA level one, and has completed investment management studies at Harvard Business School.  In addition, he is a current member of the CFA society of South Florida, Securities Traders Association of Florida, and serves on the 2008/2009 board of directors of The Hedge Fund Association.   Mr. Levas is a frequent conference speaker and commentator on the financial markets and asset management industry, and has been quoted in numerous publications, including Business Week, Smart Money, Hedge Fund Manager Week, Absolute Return, Euromoney, Securities Industry News, Advanced Trading and Alternative Investment Review.
	Drina Loncar Senior Trader, Pentwater Capital Management Drina joined Pentwater Capital Management in August 2007 as a senior trader within the Pentwater Domestic Event Team.  Prior to joining Pentwater, she was a trader at Lehman Brothers Asset Management and shared responsibility for trading a $5.5 billion high yield bond portfolio.  Drina began her career at Citadel Investment Group where she traded equities for their private placement group.  In 2000, Drina moved to Citadel’s credit group as an execution trader for various credit-related strategies.   Drina earned her undergraduate degree in Finance from DePaul University in 1998 and is currently a CFA level III candidate.
	Gary Maier CTO, York Capital Gary is the Chief Technology Officer at York Capital Management, a $16 billion global, multi-strategy, hedge fund manager headquartered in New York.  There, he is responsible for all technology strategy, planning and initiatives, throughout the company, including software, infrastructure and vendor relationships.   Gary’s career spans over 20 years on Wall Street.  Prior to joining York in 2007, Gary served as the Chief Technology Officer at Five Mile Capital Partners, a fixed-income alternative asset manager in Stamford, CT.  Previously, Gary founded and led Blackrock’s Trading Systems Department, where he designed and developed the firm’s highly-regarded portfolio management system, later commercialized as Aladdin®.   Gary is a graduate of Duke University, where he received his B.A. in Economics, International Public Policy and Computer Science.
	Jason McLean, Head Trader, Iridian Asset Management JASON B. McLEAN, Vice President and Director of Trading, is responsible for equity trading for both large- and mid-capitalization value equity portfolios, as well as hedge fund products. Prior to joining Iridian in December 2004, he previously worked six years as an equity trader, as well as almost three years in financial services at AIM Investments. Mr. McLean holds a B.S. in Economics from Texas A&M University (1992).
	Mary McDermott-Holland, Senior Vice President, Franklin Portfolio Associates Ms. McDermott-Holland is Senior Vice President of Trading at Franklin Portfolio Associates (a Mellon Financial Company) in Boston, Massachusetts. Mary is Past Chairman of the Security Traders Association (STA). She has also served STA as Co-Chair of the Trading Issues Committee, as Co-Chair of the Institutional Committee, as Chairman of the Conference Committee, Technology Committee and Economic Education Committee. Mary is a former member of NASDAQ's Institutional Traders Advisory Council having been the founding Chairman of the group from 1998-2001 and then a committee member thorough 2003. Mary also serves on the Board of the Boston Stock Exchange (since 2001) and on both the Regulatory Oversight Committee and Fees Committee of the BSE Board. She has served on the New York Stock Exchange Institutional Traders Advisory Committee and on NYSE's Allocation Committee. Mary was a Co-Chair of NASDAQ's Quality of Markets Committee and is a member of Trader Forum's Advisory Committee, a member of the National Organization of Investment Professionals, and a member of the Investment Company Institute's Equity Markets Advisory Committee. Mary served as a member of the Boston Security Traders Association board for 16 years, 11 as Treasurer and as President of that organization in 1993 and serves on Fordham University's Business Advisory Council.
	Timothy M. Olsen, Sr. Vice President/Head Trader, ICM Asset Management, Inc. Tim Olsen is Senior Vice President and Head Equity Trader with ICM Asset Management. His nearly two decades of industry experience include his trading experience with ICM since 1998 and prior to that as an account executive with Jefferies & Company for nearly 10 years. As a leader at ICM he co-manages the Investment Services Team which includes Operations, Client Services, Corporate Communications and Trading. In addition, he is part of the firm's senior management team, providing solutions while executing ICM's strategic and tactical decisions. Tim is a member of the Pacific Northwest Securities Traders Association.
	Tyler Platte Senior Trader, Rainier Investment Management Tyler Platte is currently a senior trader at Rainier Investment Management, a traditional long only U.S. equity and fixed income money manager with a growth at a reasonable price (GARP) investment philosophy. Independently owned since 1991, Rainier remains a boutique firm with its investment strategy based on fundamental analysis, which emphasizes bottom up stock selection by sector specialists for its team managed investment products.  The firm currently manages $17.9 billion in assets as of 6/30/2008, including separate accounts and the Rainier Funds.  Rainier Investment Management, Inc. is headquartered in Seattle, Washington with an office in New York City.  Prior to joining Rainier, Tyler was an equity trader at Westpeak Global Advisors for over 8 years.  Westpeak was founded in 1991 focusing on quantitative analysis and is based in Boulder, Colorado. Tyler is a graduate of Saint Lawrence University located in upstate New York.
	Robert Shapiro, Executive Director, Morgan Stanley Investment Management Robert Shapiro is Executive Director of trading and execution analysis at Morgan Stanley Investment Management (MSIM). Shapiro reports directly to Ray Tierney, Global Head of equity trading. Rob works closely with Tierney on matters that help optimize MSIM's global trading infrastructure, such as trade analytics, technology, execution strategy, relationship development and transaction measurement. Shapiro's mandate is to develop MSIM's global trading best practices and procedures, an integral component of Tierney's strategic initiative to revamp MSIM's global trading platform. Shapiro joined MSIM from Abel Noser, where he served as SVP of advanced trading strategies. Prior to that, Rob was head trader at Iridian Asset Management from 1999-2004.
	Joan Stack, Trading Manager, Ohio Public Employees Retirement System Education: BA Economics, Mount Holyoke College South Hadley, MA and MBA Finance, Fordham University NY, NY Experience: 1998-2002 SVP, Head of Equity Trading ING Funds, NY NY. Managed desk of 8 traders responsible for trading domestic and international equities, convertible bonds, and WRAP business for both institutional and mutual fund accounts. Served on Brokerage and Best practices committees. 1996-1998 Senior Equity Trader Strong Funds Milwaukee, WI. Sole trader for $1B pool small/mid cap equities of both growth and value styles. 1978-1996 Vice President Equity Trading Bankers Trust Co. NY, NY. Joined BT as portfolio assistant in Institutional Equities. Joined Bond Desk in 1979 as trader for Personal Trust Department, and in 1980 moved to Equity desk. Promoted 3 times; Desk of 11 traded all equity and derivative vehicles for all Institutional, Personal Trust and Mutual Fund accounts, both active and structured, managed by the Bank. Other: Member National Organization of Investment Professionals and President, Mount Holyoke Club of Central Ohio.
	Bill Stephenson Senior Vice President and Director of Global Trading Strategy, Franklin Templeton Bill Stephenson, Senior Vice President, is the Director of Global Trading Strategy at Franklin Templeton Investments.  The firm has offices in more than 28 countries and manages more than $600 billion in assets. It offers investment products under the Franklin, Templeton, Mutual Series, Bissett and Fiduciary Trust brand names.  Mr. Stephenson is responsible for the firm’s trading technology, policies & procedures, trade administration & reporting, transaction cost measurement, and market structure issues.  He also works closely with the Global Head of Trading in a leadership role focusing on the general oversight and strategic direction of 12 trading desks around the world.  Mr. Stephenson joined the Global Equity Trading Desk at Franklin Templeton in 1997.  He is a member of the firm’s Global Best Execution and Global Trading Oversight Committees. Prior to joining Franklin Templeton, he traded US equities for DLJ Asset Management.   Mr. Stephenson began his trading career at Merrill Lynch Investment Management in 1994, where he helped manage all trading for private and institutional clients.  Mr. Stephenson received a B.S. degree in Finance from The College of New Jersey.  He is also a member of the Security Traders Association - Florida, member of the Security Traders Association Institutional Advisory Committee, the NYSE Institutional Traders Advisory Committee, and several other trading advisory boards
	Larry Tabb, Founder & CEO, TABB Group Larry Tabb is founder and CEO of TABB Group, the financial markets' research and strategic advisory firm focused exclusively on capital markets. Founded in 2003 and based on the interview-based research methodology of "first-person knowledge" he developed, TABB Group analyzes and quantifies the investing value chain from the fiduciary, investment manager, broker, exchange and custodian, helping senior business leaders gain a truer understanding of financial markets issues. Before founding TABB Group, he was vice president of TowerGroup's Securities & Investments practice where he managed research across the capital markets, investment management, retail brokerage and wealth management segments. As the founding member of TowerGroup's securities and investments business, he was instrumental in growing the business into a global brand representing over 150 research clients around the world. Quoted extensively and in virtually all industry and general news publications, he has been cited in The Wall Street Journal, Financial Times, Associated Press, The New York Times, CNN, Bloomberg, CNBC, Reuters, Dow Jones News, Barron's, Forbes, Business Week, Financial News, Wall Street & Technology, Securities Industry News, Waters, Global Investment Technology, Computerworld, eWEEK, American Banker, The Banker, Lipper HedgeWorld, Hedge Fund Review and Wall Street Letter. He continues to be a featured speaker at major industry and business conferences throughout the US, Europe, Asia and Canada. Prior to joining TowerGroup, he managed business analysis for Lehman Brothers' Trading Services Division and was responsible for overseeing the specification, testing and implementation of dozens of major systems during his tenure. He also led capital markets technology planning at Lehman Brothers where he developed one- and three-year technology plans from 1988 through 1992. He began his financial markets career managing various operations for the North American Investment Bank of Citibank, including front office trading and finance operations, back-office money market operations and, for US Treasury debt, proprietary trading clearance and settlement operations.
	Raymond M. Tierney, Managing Director, Global Head of Global Equity Trading, Morgan Stanley Investment Management Raymond M. Tierney III is a Managing Director of Morgan Stanley and Global Head of Equity Trading for Morgan Stanley Investment Management (MSIM) with responsibility for leading MSIM's worldwide trading efforts. Over the course of his career, Mr. Tierney has held a variety of positions in both U.S. and International Sales & Trading. He joined the Firm in 1994 as an Executive Director with responsibility as senior sales/trader on the OTC desk. He was elected Managing Director in 1998 and was named Head of North America Cash Sales Trading in 2004. He assumed his current role in September 2006. Previously, Mr. Tierney worked at Paine Webber as a Trader (1981-1986), at First Boston as a Vice President (1986-1991) and UBS Warburg as a Vice President and Sales Trader (1991-1994). Mr. Tierney earned a B.A. in Political Science from Villanova University in 1981. Mr. Tierney is Executive Director of The Mike Foundation and involved with Wings Over Wall Street and St. Jude Children's Research Hospital. Previously, he served on the Leukemia Society Board of Directors and the Harrison Education Board.
	Lisa Utasi, Director and Senior Equity Trader, ClearBridge Advisors Lisa Utasi is a Director and Senior Equity Trader at ClearBridge Advisors, a unit of the global asset management firm Legg Mason Inc. ClearBridge Advisors is a new asset management company introduced by Legg Mason, Inc. in early 2006, several months after Legg Mason acquired Citigroup Asset Management. Lisa joined ClearBridge Advisors through a predecessor in 1986. Lisa is currently the Chairman of the Security Traders Association. Over the past 3 years Lisa has served as the Chair or Co-Chair of the Trading Issues, Affiliate Liaison and Institutional Committees. In 2004, Lisa was elected to become the President of the Security Traders Association of NY (STANY). STANY represents the shared interests of over 1,500 individual traders from over 250 firms and is the largest affiliate of the STA. On April 19, 2004, while in office, Lisa was the first STANY President to open the NYSE on behalf of the organization and as an honor to its members. Lisa serves on the NASDAQ Quality of Markets Committee. She also participates as a member of the NYSE Institutional Traders Advisory Committee. Lisa was inducted into the National Organization of Investment Professionals (NOIP) in 2004. Lisa is a member of Inst. Investor's Trader's Forum and the Investment Company Institute's Equity Markets Committee. She is a Past Chairperson of the Institutional Traders Advisory Committee. Lisa holds a B.A. in Political Science and a B.B.A. in Finance from Southern Methodist University. Lisa is extremely active in the NYC charity community. Having co-chaired MDA's Wings Over Wall Street Fund Raising Committee for the past two years, Lisa is the 2007 Michael P. Beier Award recipient for her dedication to raising awareness and funding in the fight against ALS. She is a member of the Eden Institute and St. Christopher-Ottilie Charity Golf Committees. Lisa has completed nine marathons including two of which she dedicated to fundraising for the Leukemia and Lymphoma Society's Team in Training.

Editors & Moderators

	Kerry Massaro Editor in Chief, Advanced Trading Kerry has covered Wall Street for over ten years. She began her career covering the real estate market while working for Institutional Investor. She went on to cover back-office operations and technology, while managing editor of Operations Management, and corporate finance, while managing editor of Corporate Financing Week, Institutional Investor's flagship breaking news weekly. The last seven years of her career was as Editor in Chief of Wall Street & Technology, where, in addition to revamping the magazine, she helped launch a successful event business and co-founded Advanced Trading. While editor of Advanced Trading she co-launched the Buy Side Trading Summit, an elite event for head traders and technology execs on the buy side and Advancedtrading.com, a web site that offers a multitude of information and tools to the buy side.
	Greg MacSweeney, Editor-in-Chief, Wall Street & Technology Greg MacSweeney has covered technology for the past nine years, mostly in financial services. A frequent moderator and speaker at industry events, Mr. MacSweeney is currently editor-in-Chief of Wall Street & Technology Magazine, a TechWeb publication. Prior to joining Wall Street & Technology magazine, Mr. MacSweeney also worked for Insurance & Technology Magazine and Bank Systems & Technology Magazine, both TechWeb publications. In addition, Mr. MacSweeney covered technology for buy-side institutional investment organizations at Global Investment Technology, a biweekly news magazine. During his career Mr. MacSweeney also covered automation technology and enterprise applications for the manufacturing industry while he was managing editor for Managing Automation Magazine, a Thomas Publishing Co. publication.
	Cristina McEachern, Executive Editor, Advanced Trading Cristina McEachern began her career at Wall Street & Technology where she covered market data and risk management for more than three years. After leaving to assume a position in internal communications at JPMorgan Chase followed by a stint at CMP's VARBusiness Magazine, she returns to the financial technology arena with Advanced Trading. As Executive Editor, she will cover algorithmic trading, data & infrastructure and electronic marketplaces for the publication.
	Ivy Schmerken Editor-at-Large, Advanced Trading Ivy Schmerken is Editor at Large of Advanced Trading and Wall Street &Technology Magazine. Ivy currently covers electronic trading and exchanges, market data and has written extensively about algorithmic trading. She also writes ibig picturei cover and feature stories on market-structure and topics such as compliance with Reg NMS. In 2006, Ivy won a regional award from the American Society of Business Publication Editors (ASBPE) for her column At the Close in Advanced Trading. Ivy was Editor-in-Chief of WST from 1993 through the end of 2000 and named Editorial Director in 1999. Ivy joined WS&T in 1985 as an associate editor when the publication was called Wall Street Computer Review. Over the past 19 years, Ivy has reported on and authored countless numbers of articles on the automation of the securities and investment industries, spanning such topics as direct-access and algorithmic trading, order management systems, market-data delivery, fixed income systems, wealth management technology, offshore outsourcing, wireless technology and compliance. Ivy was also the founding editor of Financial Trader, a monthly magazine for the institutional trading community. Ivy speaks at industry conferences and has been interviewed by CNN and TechTV. Previously, Ivy was a reporter at Pensions & Investments covering institutional investing. She has also freelanced for publications including Investment Dealers' Digest, The Daily News and American Banker. She graduated magna cum laude from Brandeis University, Waltham, Mass., majoring in English and American literature.

Speakers and panelists at the Executive Summit consist of buy-side executives only.

We welcome your suggestions for speakers. If you would like to suggest yourself or someone else as a potential speaker, please e-mail the following information to Kerry Massaro, Editor-in-Chief, Advanced Trading, kmassaro@techweb.com:

• Name/Title/Company
• Phone number/E-mail address
• Indicate which session is most appropriate for this speaker (please visit the program/agenda page of this site).
• Describe your expertise as it relates to this topic.

Due to the large number of submissions, we cannot respond individually. We will contact you directly if we want to follow up on your proposal. Thank you.