AT A GLANCE

Sunday, November 15, 2009

Monday, November 16, 2009

Tuesday, November 17, 2009

Sunday, November 15, 2009

Monday, November 16, 2009

Kerry Massaro, Editor-in-Chief, Advanced Trading

Denise Shull is a thought leader and author in the psychology of risk, trading and market psychology. She is noted for her expertise in the application of research findings from neuroeconomics, emotional and behavioral finance. She is best known for her unconventional ideas about the value of feelings and emotions in making trading decisions. In her keynote address, she will discuss rethinking the trading process by addressing how emotions play a part in risk taking and trading.

Denise Shull
President and Founder
Trader Psyches a Division of The Rethink Group

The value of high frequency is being debated daily. These buy-side traders discuss the pros and cons of high frequency trading and debunk some of the common misconceptions.

Speakers:
Adam Afshar, President, Hyde Park Global Investments
Eric Karpman, CEO, Trading Strategy Group
Kevin Chapman, Managing Director and Head of Trading, Nicholas-Applegate Capital Management
Arzhang Kamarei, COO, Tradeworx

Moderator: Ivy Schmerken, Editor-at-Large, Advanced Trading

Out of adversity often comes innovation. Despite the difficulty of the past year, which included high profile bankruptcies, acquisitions and scandals, there has also been some quiet innovations brewing. These buy-side traders discuss the up side of the down market— the new opportunities that they are seeing and how they anticipate taking advantage of them.

Speakers:
Bill Stephenson, Senior Vice President and Director of Global Trading Strategy, Franklin Templeton
Michael J. Levas, Founder & Chief Investment Officer, Olympian Capital Management LLC
Stephen P. Davenport, Vice President & Head of Equity Risk Management, Wilmington Trust

Moderator: Kerry Massaro, Editor-in-Chief, Advanced Trading

Building a Trading System

This roundtable is an opportunity for traders to brainstorm and discuss what they would like to see as the trading desk of the future—what would it look like? What applications would it include? How would it work? Would it be similar to what you have today or would you scrap it and create something completely new that would be more effective?

OMS-EMS

What goes into the process of vetting an OMS and/or EMS? What should be taken into consideration? What type of interruptions can a desk expert during a system switch? What type of integration issues are still a problem?

Keeping Up with New Technology

There is so much new technology being introduced for traders—how does a trader keep up to ensure his/her desk is on the cutting edge?

Managing the Desk

What does it take to manage a trading desk? This roundtable for trading managers, or aspiring trading managers, will discuss management issues like hiring and training traders, determining whether to use CCAs, monitoring risk, what products or sectors to focus on, which systems to use, etc.

Tabb Group reveals its 2009 Institutional Equity Trading report with stats on buy side traders use of algorithms, transaction cost analysis, direct market access, and how that use has compared to year’s past.

Speaker: Larry Tabb, Founder & CEO, TABB Group

Tuesday, November 17, 2009

At our 2008 Summit, traders agreed that video games have more sophisticated interfaces than a trading desk does. If you could build the trading desk of the future, what would it look like? These traders discuss what they think their trading system needs and the look and feel of the ideal trading system.

Speakers:
Timothy M. Olsen, Sr. Vice President/Head Trader, ICM Asset Management, Inc.
Bill Stephenson, Senior Vice President and Director of Global Trading Strategy, Franklin Templeton
Kevin Chapman, Managing Director and Head of Trading, Nicholas-Applegate Capital Management

Moderator: Greg MacSweeney, Editor-in-Chief, Wall Street & Technology

9:15 am – 10:15 am Instinet & Thomas Weisel Partners Workshops
10:15 am – 11:15 am ITG & Fox River Workshops
11:15 am – 12:15 pm Credit Suisse & BlockCross Workshops

What does it take in the current environment to be a successful buy-side trader? What skills, experience, technology expertise is essential to navigate the markets today and in particular to whether the credit crisis and volatile market it has created? Does today’s buy side trader need to be different from traders in the past? What skills will become even more important in the future?

Speakers:
Mary McDermott-Holland, Director – Trading Manager, Mellon Capital Management
Jason McLean, Head Trader, Iridian Asset Management
Timothy M. Olsen, Sr. Vice President/Head Trader, ICM Asset Management, Inc.

Moderator: Cristina McEachern Gibbs, Executive Editor, Advanced Trading

These traders discuss what they think the important new trading trends and hot technologies will be for the trading community in the new year.

Speakers:
Michael J. Levas, Founder & Chief Investment Officer, Olympian Capital Management LLC
Stephen P. Davenport, Vice President & Head of Equity Risk Management, Wilmington Trust

Moderator: Larry Tabb, Founder & CEO, TABB Group