Beruflich Dokumente
Kultur Dokumente
www.TheTradeTechBlog.com
Here’s a sample of the EXCLUSIVE content you can accesses from our TradeTech network:
TradeTech New York Audience Polling Results Online Content Manager, Worldwide Business Research, producers
Every year, we poll the audience at our TradeTech conferences to find of Trade Tech. Here, Kurt touches on how buy side traders are
out the latest industry trends and issues. This year, at TradeTech in New currently trading blocks, negotiating block trades and the electronic
York, 326 buy side and sell side traders participated in our survey on vs. broker method of trading blocks.
site. See the results now!
Podcast: Lee Weiner, Head of Electronic Trading at JMP Group on
Past Presentations managing trading system risk
Using Managed Futures To Hedge Your Equity Trading Strategies
Lee Weiner, Head of Electronic Trading at JMP Group talks about
Robert V. Koloshuk, Senior Strategist & Director of Trading, Integrated
current trading systems, the crisis of ’08 and what happened on
Managed Futures Corp
May 6th, as well as where risk management is most critical and the
Broker Selection challenges of managing risk with Kelly Hushin, Online Content
Milos Vukovic, VP Investment Policy, RBC Asset Management Inc. Manager, Worldwide Business Research, producers of Trade Tech in
Podcasts San Francisco
Block Trading and Block Liquidity And more! To access these resources visit us at
Kurt Kujawa, Head Trader at Cortina Asset Management, talks about www.TradeTechCanada.com. Keep up to date about our newest
the importance of block trading and block liquidity with Kelly Hushin, material
You should attend TradeTech Canada if you are a president, head, VP, managing director, or director of:
• Trading • Portfolio Management • Electronic Trading • Applications
• Equity Trading • International Trading • Connectivity • Program Trading
• Trading Technology • Electronic Execution • Operations • Algorithmic Trading
• IT/Systems • Sales Trading • Trade Compliance • Trade Management
Edward J. Smith Topics will be determined approximately 2 weeks prior to the event to
Senior Trader ensure the most critical trading topics are addressed.
Pyramis Global Advisors
This is your opportunity to nominate topics. Send us your ideas on
Vidas Vaiciunas our linkedin group, twitter or email Debra Haym at
VP and Head of Trading dhaym@wbresearch.com.
Highstreet Asset Management
Julie El-Taher
Director, Head of International Sales
Credit Suisse AES Good sounding board
Graham MacKenzie
Executive Director, Cash Equities for things we are thinking
CIBC
to 1 meetings.
3. Networking, Networking, Networking
• Use this unparalleled opportunity to network, exchange ideas and benchmark with your senior level buy side peers. Apply new ideas immediately.
8:00 Breakfast In The Solutions Zone • Understanding what is coming and how it will change your trading
processes and best execution requirements
Concurrent Session
David Franasiak
8:00 Buy Side Only Hour NEW
Principal
This exclusive buyside only session allows you to openly strategize ways Williams & Jensen
to ramp up your desk’s trading performance in an intimate
environment free of vendors or media. Learn what works best for the 10:55 Morning Refreshment & Networking Break In The
buy side FROM the buy side! Solutions Zone
Roundtable 1: Moving Away From Algos To More Traditional Trading
11:25 Exploring New Trading Opportunities Emerging In The
Shaen Ramsay
BRIC Markets
Head Trader • Uncovering how Canada’s buy side is connecting to emerging markets
Gluskin Sheff + Associates Inc. • Compare similarities and differences between Canadian trading techniques
from the firms
Roundtable 2: Topic To Be Determined
Vidas Vaiciunas Alison Graham
VP and Head of Trading CIO
Highstreet Asset Management Voltan Capital Management
9:00 Chairperson’s Address 12:00 The Global Competitive Landscape For Exchanges And
Alternative Marketplaces
9:10 IIROC presentation • What are the long term benefits of multi-marketplaces for investors and
participants – what are some of the “unintended consequences”?
Susan Wolburgh Jenah • How has regulation shaped the competitive landscape for marketplaces –
President and CEO the ATS Rules in Canada; Reg. NMS in the US, and MIFID in Europe?
Investment Industry Regulatory Organization of • Who’s winning and who’s losing – is it a zero-sum game?
Canada (IIROC)
AnneMarie Ryan
President
9:45 Gaining A Global Perspective Of How Money
AMR Associates
Management Is Evolving
The advent of the European Union in the mid-1990s catalyzed the
12:35 Lunch
continuing convergence of developed economies and markets. This
convergence led to a breakdown of traditional alpha sources such as
1:30 Interactive Workshop: Institutional Equity Brokerage
region, country, size and style allocation. This convergence, unlikely to
2011: Assets, Commission Management and
be reversed, puts stock selection at the forefront of alpha generation.
Concentration
Global markets are undergoing the next cycle of integration as
In this session, Laurie reveals the results of TABB Group’s annual study. This
emerging markets merge into the mainstream global economy. How
equity brokerage study, TABB Group spoke to 60-70 head traders at traditional
does one capitalize on these significant events?
asset management firms, including most of the largest mutual fund and
Sri Iyer investment advisory firms in the US. They manage an aggregate $12.1 trillion
Senior Portfolio, Head of Global Investments in AUM. The discussions covered trends in low-touch and high-touch
Guardian Capital commission rates; the arrival of formal unbundling of execution and research
payments; the continued growth in commission management agreements
10:20 Assessing Regulatory Changes In The US: How Will (CSAs), execution-plus pricing and commission ratios and much more.
Canadian Markets Be Affected? Laurie Berke
• Analyzing current regulations in Canada and how they are affecting Principal
equity trading The TABB Group
• Examine regulatory changes currently affecting the US. Will similar
laws come into affect in Canada? 3:00 TradeTech Canada Concludes
About Our Sponsors 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
Bank of America Merrill Lynch Global Execution Services offers a trading and cost efficiency. The firm is headquartered in New York with offices in North
full suite of premier equity trading solutions enhanced by the firm's America, Europe and the Asia Pacific regions. Founded in 1987, ITG was one of the first firms
vast global resources, access to superior liquidity, world-class to recognize the potential of electronic trading and continues to help clients trade more
technology and leading scale positions in capital markets. The range of offerings includes capital efficiently and reduce transaction costs through a combination of technology and client
commitment and block trading, portfolio trading, direct market access, sophisticated quantitative service. For more information on ITG, please visit www.itg.com.
analytics and research, and our powerful algorithmic trading platform. U.S. +212.449.6090 Europe:
+44.207.996.4521 Asia: +852.2161.7550 Japan: +813.6225.8398 www.baml.com Linedata (Bloomberg: LIN:FP) is the global leader for investment
software, solutions, and support. Linedata combines technological
Barclays Capital is the investment banking division of Barclays Bank PLC. innovation, financial strength, and a deep understanding of the Asset
With a distinctive business model, Barclays Capital provides large corporate, Management, Leasing & Credit Finance, and Insurance & Savings
government and institutional clients with a full spectrum of solutions to their industries. Linedata Services’ asset management division provides comprehensive, scalable
strategic advisory, financing and risk management needs. Barclays Capital has offices around the solutions to the buy-side to manage the entire investment process from pre-trade to
world, with the global reach, advisory services and distribution power to meet the needs of issuers postsettlement. Linedata is unique in offering a full front- to back-office solution via
and investors worldwide. enterprise installation, or as an Application Service Provider (“software as services” or “service
At Barclays Capital, we are committed to realizing our clients’ strategic vision at every stage of bureau” delivery), and has 20 years experience delivering ASP solutions. Linedata Services’
growth. For further information, please visit our website at www.barclayscapital.com. asset management division was named Buy-Side Technology’s Best Overall Technology
Provider in 2008. Headquartered in France, Linedata Services achieved revenues of EUR 160.7
Charles River Development is a front-/middle-office software solutions provider to million in 2008, has offices worldwide, and services more than 700 clients across 50
over 300 investment firms in the institutional, wealth management/trust, alternative, countries. For more information, visit Linedata Services corporate site at www.linedata.com.
mutual funds, insurance, pension fund and fund administration/custody markets in 30
countries. The Charles River Investment Management System, a comprehensive front- Liquidnet is the premier institutional investment
/middle-office software suite for all asset classes, includes Charles River Manager – decision community, bringing together the world’s largest asset
support/portfolio management/modeling; Charles River Compliance - real-time pre-trade/in- managers and public companies on a single network that
trade/post execution/endof-day compliance management; Charles River Trader – order directly connects traders, portfolio managers, analysts and corporate issuers. Liquidnet
management/electronic trading/execution management; Charles River Post-Trade - centralized enables Members of its community to achieve greater performance by moving from
management of trade matching/confirmation/settlement workflow; Charles River Performance - investment idea to implementation faster, ultimately retaining more alpha throughout the
daily performance measurement/attribution. It is fully integrated with the broker-neutral Charles entire institutional investment cycle. Launched in 2001, the Liquidnet community extends to
River FIX Network 31 equity markets across five continents. Liquidnet is headquartered in New York with offices
in Boston, London, San Francisco, Chicago, Toronto, Tokyo, Hong Kong, Sydney and
Credit Suisse AES Advanced Execution Services® (AES) is Credit Singapore. For more information on the Liquidnet community, its liquidity, block executions,
Suisse 's award-winning suite of algorithmic trading strategies, and additional investment capabilities, visit www.liquidnet.com
tools, and analytics for global trading across equities, options,
futures, and foreign exchange. With AES's tools, traders can work orders on multiple liquidity pools, UBS is a global firm, providing services to private, corporate and institutional
increase productivity by automating trading, and improve execution performance. AES helps more clients through its wealth management and Swiss banking businesses
than a thousand institutions and hedge funds reduce market impact, improve performance versus alongside its global expertise in investment banking and asset management.
benchmarks, and add consistency to their trading processes. The AES team is dedicated to a In Switzerland, UBS is the market leader in retail and commercial banking. UBS is present in
philosophy of constant improvement and innovation. The platform has been consistently ranked as all major financial centers and has offices in over 50 countries. UBS Direct Execution is the
the leader in global industry survey. firm’s global institutional electronic trading business. Direct Execution offers ultra-low latency
Direct Market Access (DMA), a suite of award-winning advanced Algorithmic Trading
Investment Technology Group, Inc. (NYSE:ITG), is a specialized agency brokerage strategies, a state-of-the-art analytics platform -- offering Real-Time TCA -- called UBS Fusion,
and technology firm that partners with clients globally to provide innovative and a multi-asset international execution management system called UBS Pinpoint.
solutions spanning the entire investment process. A pioneer in electronic trading,
investment decision-making process. iStockAnalyst is a virtual community of active, retail traders, financial bloggers,
• Foster among its members the practice of technical analysis in a professional and ethical investment advisors, money managers and investment newsletter managers providing
manner. in-depth and timely research articles for investing in today's market. The research
As part of its educational mandate, the CSTA holds regular meetings in several major centres articles are complemented with fundamental data and custom equity rankings and
across Canada (currently Toronto, Montreal, Calgary, Vancouver and Ottawa). market scans.
Visit www.csta.org for more information.
Market Data Insight is the leading newsletter of insight into the
Derivatives Week Online is the only publication business of financial information and data distribution technologies
dedicated to breaking news on the over-the counter supporting trading rooms globally. Powered by the expert editors at A-Team Group, topics include
derivatives market worldwide. Every week, its reporters in real-time market data services, specialist news, research and analysis services, trading room
New York, London and Hong Kong dig up must-read intelligence on swaps and options on infrastructure and more. Download a free issue and access a library of free resources at
credit, equities, interest rates, currencies and commodities before it appears anywhere else. www.Market-Data-Insight.com.
They reveal who is using derivatives, who is planning to do so and why. Coverage includes
development of new derivative instruments, regulatory changes, firm reorganizations, market Seeking Alpha (www.seekingalpha.com) is the premier financial
trends and risk management. Please visit: http://www.iiderivatives.com/ website for actionable stock market opinion and analysis. Handpicked
from the world's top blogs, money managers, financial experts and
Electronic Trading is a complete online information resource investment newsletters, Seeking Alpha publishes more than 250 articles daily. Seeking Alpha gives a
and newsletter focusing exclusively on the business of voice to over 3,000 contributors worldwide, providing access to the nation's most savvy and
electronic trading. Powered by the expert editors at A-Team inquisitive investors. The award-winning site is the only free, online source for over 3,000
Group, Electronic Trading provides insight into how sell-side firms leverage new technologies companies' quarterly earnings call transcripts including all of the Russell 3000 Index. Seeking Alpha
and how buy-side firms turn new capabilities into superior financial performance and business was named the Most Informative Website by Kiplinger's Magazine and received Forbes Magazine's
processes. Topics include algorithmic trading models, matching systems for the buy- and sell- 'Best of the Web' Award.
side and interdealer segments, OMS systems, liquidity aggregators, transaction messaging
and protocols and more. Download a free issue and access a library of free resources at WCM is a non-profit organization that aims to attract, retain and advance women in
www.Electronic-Trading.com. the capital markets. WCM’s innovative programming offers diverse and creative
opportunities for networking, personal and professional development, mentoring and
FinRoad is a fast growing networking site reserved to Financial Markets coaching at every step of your career. More information is available at www.wcm.ca.
professionals, with exclusive tools to detect and develop business, career
REGISTER TODAY! Call: 1-888-482-6012 or 646-200-7530 Fax: 1-646-200-7535
6 Email: TradeTechCa@wbresearch.com Web: www.TradeTechCanada.com
TradeTech Canada Pricing
Register and pay Register and pay Register and pay Full
Buy Side Pricing in full by 9/15/2010 in full by 10/15/2010 in full by 11/15/2010 Price
Two Day
Conference $399 $499 $599 $699
Register and pay Register and pay Register and pay Full
Sell Side Pricing in full by 9/15/2010 in full by 10/15/2010 in full by 11/15/2010 Price
Two Day
Conference $1,599 $1,699 $1,799 $1,899
Full
Others Pricing Price
Two Day
Conference $2,199
Group Discounts are available for those companies wanting to send multiple representatives to TradeTech Canada 2010: To secure space for your team, contact
Bill Penney by phone at 1-866-691-7777 or by e-mail at bpenney@wbresearch.com.
Please Note:
Buy side institutions include any and all financial institutions exclusively engaged in
managing funds of money on behalf of their client base e.g. a pension or insurance fund. Venue and Hotel Information
Sell side includes those institutions engaged in investment banking and brokerage
operations, as well as direct trading services to buy side institutions. WBR reserves the
right to enforce pricing on the basis of company type. Discounts are applied to the full
price rate. No two discounts can be combined. Payment is due in full at the time of
registration, your registration will not be confirmed until payment is received and may be
subject to cancellation.
Visit http://www.wbresearch.com/tradetechcanada/FAQ.aspx to view our
cancellation/substitution and postponement policy
100
150
200
250
300
350
400
450
500
550
■ Network with over 133 of your buy side peers to learn new
2006
183
trading practices
423
2008
515
2009
560
Organized by:
Sponsors:
Blog: www.thetradetechblog.com
your desk!