| Monday, October 15, 2007 |
| 7:30 - 9:00 am |
Breakfast |
| 9:00 - 9:10 am |
Welcome and Opening Remarks |
| 9:10 - 9:30 am |
Keynote Steven Joachim, Executive Vice President, Transparency Services, FINRA |
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Steven Joachim provides his view on market regulation, market structure, the future of dark pools and Reg NMS.
|
| 9:30 - 10:15 am |
New Tools, New Rules |
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2007 has been a year of great change in the marketplace. Between the creation of global exchanges, the emergence of yet more dark pools of liquidity, the transformation of the OMS/EMS and the implementation of Reg NMS, the buy side trader has to adapt its desk to a new environment. This session takes a high level view of what has changed in the market and how the buy-side trader has evolved and will continue to adapt.
Speakers:
Joan Stack, Trading Manager, Ohio Public Employees Retirement System
Floyd Coleman, Co-Head Trader, AXA Rosenberg
Mary McDermott-Holland, Senior Vice President, Franklin Portfolio Associates
Lisa Utasi, Senior Equity Trader, Clearbridge Advisors
Moderator:
Brian Fagen, Managing Director - Head of North American Electronic Sales, Lehman Brothers
|
| 10:15 - 10:30am |
Refreshment Break |
| 10:30am - 11:15am |
Searching for Alpha Overseas |
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Buy side traders, at the direction of their portfolio managers, are always searching for alpha, and many are finding it overseas. As more capital flows abroad, faster growing areas in Asia, Eastern Europe, Latin America and Japan are affording buy side traders opportunities for better returns than they are getting in the U.S.
This session takes a look at what it takes to set up shop or trade internationally whether you are running a 24-hour desk in the U.S. or trading in the local time zone. It will look at the affect, if any, global EXCHANGE mergers and new regulations may have on international trading as some of those markets open up to algorithms, DMA and dark pools. Will traders need new tools to navigate increasingly global markets? If returns keep increasing in markets like Asia, Eastern Europe, will more U.S. buy side traders turn abroad?
Moderator:
Ivy Schmerken, Editor-at-Large, Advanced Trading
Speakers:
Kevin Chapman, Managing Director and Head of Trading, Nicholas-Applegate Capital Management
Victor Torchia, SVP & Head of International Trading, ING Investment Management Americas
|
| 11:15am - 12:00pm |
Institutional Equity Trading in America 2007 |
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Bob Iati, senior analyst, will release the results of TABB Group's annual Institutional Equity Trading in America report. Buy siders will hear about new trading and technology trends, order and execution management solutions and challenges, algorithms, crossing networks and how buy side traders are finding alpha. See how your firm stacks up against others in the industry.
Speaker:
Robert Iati, Partner & Director of Research, TABB Group
|
| 12 - 1 pm |
Lunch |
| 1 - 5:30 pm |
Golf Tournament |
| 6:30 - 7:30 pm |
Cocktail Party |
| 7:30 pm |
Dinner Reception Begins |
| 8:00 - 11:00 pm |
Casino Opens |
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