| Wednesday, June 4, 2008 |
| 7:30 am - 9:00 am |
Breakfast & Networking |
| 9:00 am - 9:10 am |
Welcome |
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Kerry Massaro, Editor-in-Chief, Advanced Trading
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| 9:10 am - 10:00 am |
Enhancing the Desk--Buy Side Panel Discussion |
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Trading technology continues to evolve. These buy side traders discuss the new technologies they use, the challenges they face and their visions for what lies ahead. They'll touch on many of the areas of focus for the break out discussions such as: technology and management issues, market structure, OMS and EMS challenges, international trading, etc.
Speakers:
Kevin Chapman, Managing Director and Head of Trading, Nicholas Applegate Capital Management
Justin Kane, Head Trader, Rainier Investment Management
Jason Lenzo, Head of Trading, Russell Investment Group
Timothy M. Olsen, Sr. Vice President / Head Trader, ICM Asset Management, Inc.
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| 10:00 am - 10:15 am |
Refreshment Break |
| 10:15 am - 11:30 am |
Concurrent Roundtable Discussions |
Managing the Desk--A roundtable for head and senior traders covering issues including: keeping up with technology, management issues, regulations, hiring, training traders, etc.
Moderator: Cristina McEachern, Executive Editor, Advanced Trading
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Market Structure--Buy side traders discuss the future of the markets. What will become of the multitude of dark pools? Will they link, will there be consolidation? Will the regionals be gobbled up by larger exchanges? How will consortiums fare? Will the Nasdaq and NYSE retain their power? What will the markets look like in to years and will we be better off?
Moderator: Kerry Massaro, Editor-in-Chief, Advanced Trading
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| 11:30 am - 1:00 pm |
Networking Lunch |
| 1:00 pm - 2:15 pm |
Concurrent Roundtable Discussions |
OMS/EMS Challenges
A roundtable for traders, senior traders, head traders and trading technology execs on the buy side.
Challenges with current OMSs
How vendors are addressing industry's needs
Where the EMS comes in
What can traders do to expedite the solving of some of the problems that still exist?
Moderator: Kerry Massaro, Editor-in-Chief, Advanced Trading
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International Trading
This session is for trader who trade in global markets or who are planning to.
Challenges trading globally
How to set up a desk--24 hour desk in US, branches abroad--what is best?
Sharing ides on technology for global trading
Sharing ideas on burgeoning global dark books
Mifid implications
Moderator: Ivy Schmerken, Editor-at-Large, Advanced Trading
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| 2:15 pm - 3:15 pm |
Concurrent Roundtable Discussions |
Technology Documentation and Training Traders
A roundtable for traders, senior traders, head traders and trading technology execs on the buy side who are trying to more efficiently:
roll out new algorithms and TCA tools to their desk
train new traders to use existing and new algorithms and new trading tools
ensure that technology use is documented in the event that senior level traders or tech staff leave the firm
keep up with new technology on the market
Moderator: Cristina McEachern, Executive Editor, Advanced Trading
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Achieving Alpha
Each trader's goal is to achieve alpha. This roundtable was designed to allow traders to discuss alpha generating strategies and technology tools that help traders achieve their goals.
Moderator: Kerry Massaro, Editor-in-Chief, Advanced Trading
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| 3:15 pm - 4:00 pm |
How does your firm stack up? |
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TABB Group releases research that allows the traders present to see where their competitors are when it comes to using specific types of algorithms, dark pool usage, TCA, trading internationally, use of derivatives, oms/ems, etc. The analyst will also discuss market trends to watch as well as highlight challenges that traders say they are facing.
Speaker:
Robert Iati, Partner, TABB Group
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