Credit Suisse is a leading global investment bank serving institutional, corporate, government and individual clients. Credit Suisse's businesses include securities underwriting, sales and trading, investment banking, private equity, financial advisory services, investment research, venture capital, correspondent brokerage services and asset management. Credit Suisse's operates in 69 locations in 34 countries across five continents. The Firm is a business unit of the Zurich-based Credit Suisse Group, a leading global financial services company.

Advanced Execution Services: Credit Suisse's Advanced Execution Services (AES) is a suite of automated, algorithmic trading strategies based on thorough execution research and continuous live experimentation, performed by a team of Credit Suisse quantitative analysts and traders. Over 400Credit Suisse customers leverage these strategies to reduce market impact and improve trading performance vs. benchmarks in North American, European, and Asian markets, allowing traders to focus on the big picture. AES integrates seamlessly within traders' electronic workflow; no "box" to install, no software to install, no additional front end, just improved trading performance.

For more information call 212 335 5300 or visit www.credit-suisse.com





Fidelity Capital Markets Services, a division of National Financial LLC, is the institutional brokerage arm of Fidelity Brokerage Company, one of the nation's leading brokerage firms. Fidelity Capital Markets Services executes equity and fixed income trades, provides execution services in listed options and trades foreign exchange on behalf of a wide array of clients, including millions of individual investors, 1,000 institutional firms, 350 correspondent broker/dealers, 3,200 registered investment advisors and 16.6 million client accounts. The firm also has a full-service Syndicate and Prime Services desk. For more information about Fidelity Capital Markets Services, visit www.fidelitycapitalmarkets.com





Lehman Brothers (ticker symbol: LEH), an innovator in global finance, serves the financial needs of corporations, governments and municipalities, institutional clients, and high-net-worth individuals worldwide. Founded in 1850, Lehman Brothers maintains leadership positions in equity and fixed income sales, trading and research, investment banking, private equity, and private client services. The Firm is headquartered in New York, London, and Tokyo and operates in a network of offices around the world. For further information about Lehman Brothers' services and products, visit our Web site at www.lehman.com





Merrill Lynch Execution Services offers a complete suite of premier equity trading services, including capital commitment and block trading, portfolio trading and analytics, direct market access and ML X-ACTsm, the firm's proprietary algorithmic trading platform. Accessible through order management systems or directly through Merrill Lynch, this powerful tool delivers efficiency and cost control by enabling institutional investors to tailor trades to meet specific benchmark, risk and cost objectives.

Merrill Lynch is one of the world's leading financial management and advisory companies, with offices in 36 countries and territories and total client assets of approximately $1.6 trillion. The Global Markets & Investment Banking Group offers equity, debt and investment banking services to clients worldwide, including corporations, financial institutions, agencies and governments. The firm's experts deliver smart solutions that capitalize on our global resources, market intelligence, product innovation and leading scale positions in the capital markets.

For more information, please visit gmi.ml.com/mles.





Progress® Apama® provides a next-generation Algorithmic Trading Platform for buy-side institutions that gives traders full control over the composition, testing, deployment of unique algorithmic strategies. In tandem with packaged algorithms that include VWAP, index arbitrage, spread trading and many others, Apama allows traders to leverage its intuitive graphical environment, sophisticated event processing language and highly scalable event processing architecture to create unique, differentiated strategies, doing so in days or mere hours, rather than weeks or months typical of other offerings.

Apama customers, among the most prominent names in the industry, use its algorithmic platform for equities, futures and options, foreign exchange, and bonds - and often trade multiple assets classes within the same strategy as part of algorithmic trading, auto-hedging and other complementary applications.

Apama incorporates tools to backtest prospective strategies and analyze the performance of those in production. It offers packaged adapters and integration framework to connect with any market data feed, order management system, and database.





UBS is one of the world's leading financial firms. As an organization, it combines financial strength with a culture that embraces change. UBS is the world's largest wealth manager, a top tier investment banking and securities firm, and a key global asset manager. In Switzerland, UBS is the market leader in retail and commercial banking. UBS, headquartered in Zurich and Basel, is present in all major financial centers around the globe. It has offices in 50 countries and employs 69,000 people worldwide. Visit our website at www.ubs.com









About BIDS Trading, L.P.
BIDS Trading, L.P. is a registered broker-dealer and the operator of the BIDS Alternative Trading System (ATS), which was designed to bring counterparties together to anonymously trade large blocks of shares. Developed by a consortium of leading financial services firms, the BIDS ATS resolves the classic paradox of the block trader - the need to find legitimate counterparties without prematurely revealing trading intentions.

BIDS Trading is a joint venture of: Bank of America (NYSE: BAC), Bear Stearns (NYSE: BSC), Citi (NYSE: C), Credit Suisse Group (NYSE: CS), Deutsche Bank (NYSE: DB), The Goldman Sachs Group, Inc. (NYSE: GS), JPMorgan Chase & Co. (NYSE: JPM), Knight Capital Group, Inc. (NASDAQ: NITE), Lehman Brothers (NYSE: LEH), Merrill Lynch (NYSE: MER), Morgan Stanley (NYSE: MS), and UBS (NYSE: UBS). The BIDS ATS will be open to all qualifying broker-dealers and their institutional clients, subject to basic credit and regulatory requirements.

BIDS Trading, L.P. ("BIDS Trading") is a member of the NASD and SIPC. BIDS Trading and the BIDS Trading mark are protected in the United States and in countries throughout the world.





Citi's Electronic Execution

Premium tools, unique liquidity, innovative technology

The right choice will get you there.

When it comes to choosing electronic execution solutions, you need a leading provider that can manage all of your trading needs. You want premium execution tools, unique liquidity, and innovative technology that meets the challenges of today's global markets. Citi's Electronic Execution gets you there.

  • Smart Order Routing & Direct Market Access (DMA)
  • Advanced Global Algorithmic Trading
  • LIQUIFISM - Citi's Crossing Network
  • OpenPort - Global Multi-Asset Class Execution Management System
  • BECS - Best Execution Consulting Services
  • The Citi Solution





    About ITG
    Investment Technology Group, Inc. (NYSE:NYSE: ITG), is a specialized agency brokerage and technology firm that partners with clients globally to provide innovative solutions spanning the entire investment process. A pioneer in electronic trading, ITG has a unique approach that combines pre-trade analysis, order management, trade execution, and post-trade evaluation to provide clients with continuous improvements in trading and cost efficiency. The firm is headquartered in New York with offices in North America, Europe and the Asia Pacific regions.

    Founded in 1987, ITG was one of the first firms to recognize the potential of electronic trading and continues to help clients trade more efficiently and reduce transaction costs through a combination of technology and client service. ITG has focused on helping clients better navigate an increasingly complex marketplace, starting with the launch of POSIT®, an electronic system for low-cost, confidential crossing. Recognizing a need in the marketplace for integrated solutions, ITG added pre- and post-trade analytics and multi-asset class order management to its product offering. Nearly 20 years later, ITG remains committed to providing clients with the same high standard of service and innovation.

    For more information on ITG, please visit www.itg.com.





    Linedata Services (LIN:FP) is the financial technology leader, providing software, solutions, and support for investment. Linedata combines global reach, financial strength, and deep understanding of Asset Management, Leasing & Credit Finance, and Insurance & Savings.

    Linedata Services Asset Management (www.ldsam.com) provides comprehensive, scalable solutions to the buy-side, managing the entire investment process from pre-trade to settlement. Linedata is unique because it offers a full front- to back-office solution via enterprise installation, hosting, or ASP.

    Linedata addresses the specific technology requirements of traditional asset managers, hedge funds, fund administrators, prime brokers, and private wealth companies, through multiple, complementary offerings:
    • Beauchamp, a suite of hedge fund-specific products that manages investment workflows for portfolio managers and traders
    • LongView, a powerful, electronic, global, multi-asset class OMS developed to support the needs of portfolio managers, traders, compliance officers and operations personnel
    • LyNX, a full-service electronic trading package, which includes FIX connectivity, broker certification services, and monitoring and support services for Linedata clients
    • Linedata Compliance, a global compliance monitoring and risk management system, which focuses on the complex business requirements and workflows of compliance officers
    • MFact, MPartner, and MShare, a suite of integrated tools that offers comprehensive fund accounting, partnership accounting, and transfer agency solutions with a global reach.





    Thomson Financial, the most complete source for integrated information and technology applications in the global financial services industry, is dedicated to driving profitable and measurable performance improvement for its clients. Thomson Financial works in partnership with clients to develop individual workflow solutions that leverage a client's unique way of doing business and enhances their competitive advantage in the marketplace.

    Our flagship desktop solution - Thomson ONE - has the most flexible platform in the industry, allowing us to integrate Thomson Financial content and products with a client's own proprietary assets and systems, and with relevant third-party applications. Thomson ONE brings to a client's fingertips the industry's broadest, richest and most powerful portfolio of content, analytics and transaction services, and helps clients to quickly identify and act upon investment, business and trading opportunities as they arise.

    Today, Thomson ONE offers workflow solutions designed to meet the needs of professionals in the following segments: investment banking, wealth management, investment management, institutional equities, fixed income, corporate management, institutional research and private equity. For more information, visit www.thomson.com/financial.








    Philadelphia Stock Exchange

    The Philadelphia Stock Exchange (PHLX) was founded in 1790 as the first organized stock exchange in the U.S. and has evolved into one of the most diverse exchanges by offering a one-connection gateway for trading stocks, equity options, index options, currency options and futures. The PHLX provides state-of-the-art order delivery and execution for its thousands of products with its technologically advanced and consistently reliable trading systems.


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    To learn more about sponsorships for the Buy Side Trading Summit, please contact John Ecke, jecke@cmp.com or 212-600-3097