Welcome to our inaugural edition of Traders Goldbook, a Who's Who of prominent buy-side traders. Advanced Trading identified innovative head and senior traders from various types of asset management firms to offer our audience a rare glimpse of how top buy-side traders operate, how they work with other executives in their firms, the technology they use, why they develop their own algorithms (or why they don't), what future trends concern them and much more. We have also made podcasts of the full interviews available and I encourage you to be a fly on the wall and listen to these revealing conversations to get the full flavor of each of the trader's endeavors.

You'll find the traders featured in the Gold Book are similar in many ways -- but also very different. Some are the sole person on their firms' trading desks, while others manage large global teams; some trade equities only, while others have traders that are well versed in all product types; and at least one literally has scaled the face of a 1,000-foot mountain, while two others prefer drumming in their free time.

However, many of the trends they are watching are common, including Reg NMS, global mergers, dark pool expansion, navigating fragmented markets, commission-sharing arrangements and broker-dealer consolidation, to name a few. You can draw your own conclusions as to what you find most telling.

Finally I'd like to thank each of the traders featured for their time and candor. As always, I welcome your feedback.


Kerry Massaro
Editor in Chief
Advanced Trading

Our first-ever Traders Gold Book — a Who's Who guide of prominent buy-side traders — offers a glimpse of what it is like on these traders' desks. The pages that follow provide an in-depth understanding of how the traders' desks are structured, the technology they use, the algorithms they employ, how they direct order flow, in which markets they trade, their visions for future of trading and much more.
John Wheeler
Vice President and Director of U.S. Equity Trading
American Century		 Kevin Chapman
Managing Director/Head of Trading
Nicholas-Applegate Capital Management
Floyd Coleman
Cohead Trader
AXA Rosenberg		 Kevin Connellan
Director of Equity Trading
Northern Trust Global Investment
Mike Sobel
Head Trader
Barclays Global Investors		 Joan Stack
Trading Manager
Ohio Public Employees Retirement System
Bob O'Brien
Head Trader for Equity and High Yield Trading
Evergreen Investments		   Richard Block
Head of Global Equity Trading
Putnam Investments
Nhan Bui
Head Trader
First Quadrant		   Don Fredell
Head Trader, Minneapolis
RiverSource Investments
Martin Amann
Trader
Five Mile Capital Partners		 Jason Lenzo
Head of Trading
Russell Investments
George Bodine
Director of Trading
General Motors Asset Management		 Dave Brooks
Head Trader
The Boston Company Asset Management
Tim Olsen
Head Trader
ICM Asset Management		 Avachai "A.T." Tayjasanant
Senior Trader
TIAA-CREF
Ted Oberhaus
Partner and Director of Equity Trading
Lord, Abbett & Co.		 Andy Brooks
Vice President and Head of Equity Trading
T. Rowe Price
      Christopher Ebel
Head Trader
Westpeak Global Advisors

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