December 6 - 8, 2010
Toronto, Canada

2009 Speakers

 
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Vidis Vaiciunas

VP, Head of Trading

Highstreet Asset Management

Vidis' extensive knowledge of trading systems is rooted in more than 27 years of applying quantitative techniques to the investment and trading processes, on both sides of the 'Street'.

Vidis joined Highstreet's investment team in 2007. Highstreet Asset Management Inc. is an investment counsel firm founded in 1998 and based in London, Ontario.

As Vice President, Head of Trading, Vidis is responsible for overseeing Highstreet's trading operations. Vidis is dedicated to ensuring Highstreet's trading procedures contribute to the firm's commitment of excellence in the investment process.

Vidis has significant experience in quantitative management, trading systems, direct access and algorithmic trading, managing trading costs, and programming. His knowledge is rooted in more than 27 years of applying quantitative techniques to the investment and trading processes, on both sides of the 'Street'.

Vidis earned his Bachelor of Science degree from University of Toronto, where he specialized in math, physics, and computer science.

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Robert McWhirter

CFA, President & Portfolio Manager

Selective Asset Management

Robert is top-ranked money manager in Canada; the funds managed by Robert are ranked with high ratings from Fundata.com, Globefund.com and Morningstar.ca

Robert McWhirter, President and Portfolio Manager of Selective Asset Management Inc. ("SAMI"), has more than 30 years in the securities industry and is a top-ranked money manager in Canada. Mr. McWhirter manages Selective Asset Long-Biased Equity Hedge Fund using a 12-factor stock selection methodology that has both growth and value characteristics, including: return on equity, earnings surprise, earnings estimate revision, price to book, and price to earnings ratios.

Funds managed by Mr. McWhirter are ranked with high ratings from Fundata.com, Globefund.com and Morningstar.ca. Mr. McWhirter also manages the Northwest Specialty Innovations Fund, which was awarded the Science and Technology Equity Fund of the Year in Canada in 2004, 2005 and 2006 by the Canadian Investment Awards. In addition, Mr. McWhirter manages funds for NexGen Financial including: NexGen Canadian Dividend and Income, NexGen Canadian Growth, NexGen North American Value, NexGen North American Small/Mid Cap and NexGen Canadian Growth and Income.

Mr. McWhirter is a holder of the Chartered Financial Analyst designation (CFA) and is a Fellow of the Canadian Securities Institute (FCSI). He has a diploma in Business Marketing and Logistics.

Bob provides regular market commentary for BNN TV, CP 24 and has been featured in The Globe and Mail (Report on Business, and Report on Business Magazine), The Financial Post, Les Affaires, Canadian Business, Investment Executive, Bloomberg, Dow Jones, Reuters, and other industry-related media.

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Milos Vukovic

VP of Investment Policy

RBC Asset Management

Milos is responsible for developing portfolios' investment mandates, implementing asset allocation policy and trade cost analysis, among many other strategic initiatives at one of the worlds leading asset managers.

Milos Vukovic is a financial services professional with experience in asset management, compliance and regulatory affairs, risk management, project management and operations. Currently, he is a Vice President, Investment Policy with RBC Asset Management where he is responsible for developing portfolios' investment mandates, implementing asset allocation policy and trade cost analysis as well as for numerous strategic initiatives. Prior to joining RBC Asset Management, Milos worked as a Principal Consultant with PricewaterhouseCoopers, where he was one of the leaders of the Canadian Investment Management practice, and with TD Securities and Fidelity Investments. Milos is a holder of the CFA designation and he received his MBA from the Schulich School of Business at the York University.

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Allen Karakatsanis

Senior Project Manager, Business and IT Solutions

Sprott Asset Management

Allen modernized trading and back office operations at Sprott, which Globefund named Sprott Canadian Equity Fund the #1 Fund in Canada for ten-year return, March 2009

Allen joined Sprott Asset Management LP, an asset management firm, as a Project Manager in August 2005. Here he modernized trading and back-office operations, beginning with a Charles River (OMS) system implementation. Allen currently manages the SAM Investment Systems team, and supports new business initiatives. Allen has over 11 years of investment industry experience. Prior to SAM, he began his career at State Street Canada managing the derivatives accounting and valuations team. In project roles within the Investment Business Solutions team of AEGON/Transamerica, successes included developing an in-house fund-of-fund trading application, migrating external derivative models and valuations to the PAM accounting system, and exploiting PAM's Software Developer Kit to extend system functionality and more effectively meet the needs of the business. At CIBC World Markets, Allen contributed to an upgrade of Murex, a system key to their global derivatives business. Allen graduated with honours from York University's Schulich School of Business, and there obtained a Bachelor of Business Administration degree with studies focused in management, finance, and technology.

Edward J. Smith

Trader

Pyramis Global Advisors

Pyramis Global Advisors is a Fidelity Investments company with $131 billion in assets under management
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Renee Colyer

President and CEO

Forefactor

Forefactor's principals have almost 4 decades of combined experience in the design and execution of research that involves implementation and evaluation in the financal services industry.

Rene Colyer is the founding principal and CEO of Forefactor Inc., a financial services/capital markets authority in market research. A team of formally trained market researchers with financial services and capital markets experience, Forefactor is unique in the skill set that it brings to bear on complex issues presented by its clients. Through foresight and informed decision-making, facilitated by in-depth industry knowledge, Forefactor aids in risk reduction and the growth and development of financial organizations.

Most recently Director of Research for TSX Group, Rene was responsible for a vast number of research projects instrumental to TSX's public listing, business strategies and marketing. Prior to TSX Group, Rene held management positions at Manulife Financial and the Bank of Montreal. She has over 14 years of experience in business-to-business financial services research across North America and Europe.

Academic Credentials
Rene holds a Post-Degree Diploma (High Hons.) in Research from the Sheridan Institute as well as a BA in Social Science from the University of Guelph. She is also a certified neuro-linguistic programmer.

She has been a member in good standing of the Marketing Research and Intelligence Association (MRIA) since 1994, and is a member of ESOMAR, the world organization for enabling better research into markets, consumers and societies.

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AnneMarie Ryan

President

AMR Associates

AnneMarie Ryan works with financial services firms to assist them in developing corporate strategies to respond to change. She has extensive experience consulting to Canadian investment dealers and regulators on how technology is transforming the investment business and the regulatory impact of changes in the investment process.

Her clients include ITG Canada, The Ontario Securities Commission, GMP Securities, Canaccord Capital, Gowling Lafleur Henderson, Perimeter Financial, First Asset Advisory, Market Regulation Services Inc. and the Canadian Depository for Securities. She has previously worked as a member of the senior management teams of firms such as Fidelity Investments and CT Securities. In 1999, AnneMarie served as Special Advisor to the Ontario Securities Commission in the development of national policies regarding Alternative Trading Systems in Canada and, again in 2004, assisted in developing the Concept Paper on Best Execution.

AnneMarie holds a BA and an MBA from the University of Toronto. She is a member of the Board of Women in Capital Markets and chairs the WCM Education and Outreach Committee.

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Jeff Parent

Head of Wealth Management, Associate Portfolio Manager

Quadrexx Asset Management

Quadrexx is a hedge fund that manages Canada's first investable Canadian Hedge Fund Index
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Margaret Samuel

President, CEO, and Portfolio Manager

Enriched Investing Inc.

Margaret Samuel has traded, analyzed, and managed money market, fixed income, common equity and derivative hedging instruments and portfolios, gaining in-depth experience in fundamental, technical and quantitative disciplines.

Margaret Samuel is President, Chief Executive Officer and Portfolio Manager of Enriched Investing Incorporated. Over a period of more than eighteen years, Ms. Samuel has developed a disciplined
approach to portfolio management at major Canadian investment institutions. Ms. Samuel has analyzed, traded and managed money market, fixed income, common equity and derivative hedging instruments and portfolios, gaining in-depth experience in fundamental, technical and quantitative disciplines. Ms. Samuel has generated 5-star, 1st quartile portfolio returns. The types of portfolios she has managed have included Canadian Equities, Hedge Funds, and Swaps/Options. From 2005 to 2008, Ms. Samuel was the Chief Investment Officer and Portfolio Manager at an investment management firm where she
established and managed the wealth management program and accounts for high net worth clients, was Chief Compliance Officer for two years, oversaw investments by the firm, supervised associate
portfolio managers, and managed a long-only fund and a long-short fund.

Other positions she has held include Portfolio Manager of long-short and long-only funds, Vice-President, Investment Advisor, and Analyst with organizations including the Royal Bank Group of Companies and Ontario Teachers Pension Plan Board. Ms. Samuel graduated from the University of Alberta with a Masters of Business Administration, a Bachelor of Laws degree, and a Bachelor of Arts degree with distinction. Ms Samuel holds the Chartered Financial Analyst designation, and is a Member of the Toronto CFA Society.

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John Spitman

Portfolio Manager

Scotia Asset Management

John comes from an equity, option, and derivatives trading background to manage portfolios at one of Canada's leading buy side firms

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Rob Koloshuk

Senior Strategist and Director of Trading

Integrated Managed Futures

Integrated Managed Futures is a small Toronto-based CTA that returned +47% to its investors in 2008.

Mr. Koloshuk is the Senior Strategist of Integrated Managed Futures Corp., a small Toronto based CTA that returned +47% to its investors in 2008. Even more remarkable, the returns of the Integrated Managed Futures Global Diversified Program (Feb'07-Jun'09) exhibited a .84 correlation to the composite returns of Winton Capital Management, a UK based CTA with over $15 billion US under management. Winton employs close to 100 dedicated researchers who hold postgraduate degrees in fields as extensive as operations research, statistics, climatology, actuarial science, extragalactic astrophysics and financial mathematics, and yet, Mr. Koloshuk is the sole programmer behind the development of the Integrated Managed Futures Global Diversified Program. Mr. Koloshuk claims to understand the entirety of the Global Diversified program, as well as its fundamental rationale. With such a high correlation to Winton Capital Management over a period of 29 months, this begs the question: “Is Mr. Koloshuk a sole repository of all the relevant knowledge of Winton's 100 researchers?”

Mr. Koloshuk has been conducting research into the Managed Futures industry since 2002, and has been working in collaboration with the Department of Statistics and Actuarial Sciences at the University of Waterloo for the past five years. Mr. Koloshuk studied Philosophy at the University of Guelph where he specialized in Machine Functionalism. His current interests include computational and mathematical finance, and methods of statistical inference for time series models. Mr. Koloshuk is the son of Victor Koloshuk | former Vice-President and Director of ScotiaMcLeod, who led some of Canada's largest acquisitions and restructurings, and the late Dr. Shelley Rae Saunders | professor of Anthropology at McMaster University, Dr. Saunders held a Tier 1 Canada Research Chair in Human Disease and Population Origins, founded McMaster's Ancient DNA Centre, and was elected to the Royal Society of Canada in 2001.

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Frank Loughlin

SVP Americas Equity Trading

AllianceBernstein

Frank moved to the trading desk at AllianceBernstein in 1993 and since has managed various U.S. and global trading desks.

Frank Loughlin is a senior vice president on the Americas equity desk at AllianceBernstein L.P. He has senior responsibility for the financial and retail sectors, swap trading and also oversees client facing activities related to equity trading. Mr. Loughlin joined the firm in 1990 as an associate in the US equity portfolio management group and moved to the trading desk in 1993. Since then he has held various senior roles on the US, international and global trading desks including co-head of Americas trading, head of US value trading and co-head of global value trading. He received a BA from the University of Notre Dame and an MBA from Fordham University. He is a CFA charter holder and a member of both the CFA Institute and the New York Society of Security Analysts.

Carol Penhale

Principal

Cutter Associates Canada Inc.

Carol is in charge of the Canadian practice of Cutter Associates, a buy-side focused consulting, benchmarking and research firm that enables clients to optimize the investment management process.

With over 2 decades of industry experience in the investment management industry, Ms. Penhale's career has crossed business and systems roles in Canada, the U.S. and Europe. She is in charge of the Canadian practice of Cutter Associates, a buy-side focused consulting, benchmarking and research firm whose mission is to deliver solutions to its clients to enable them to optimize the investment management process. Ms. Penhale has spoken at many conferences on operational, technology and industry trends affecting the asset management industry. She is also very active in industry and regulatory committees and advisory groups towards advancing better practices for financial services. She has a B.A. from The University of Toronto, has studied history at The University of Edinburgh and has a Diploma in Programming and Systems Analysis from the Institute for Computer Studies in Toronto.

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Ellen Lee

VP Risk Management

TD Asset Management

Ellen Lee is responsible for the trade management oversight related matters including trading policies, commission allocation framework, and best execution committee work at TD Asset Management Inc. Previously, she worked in the consolidated supervision team for Merrill Lynch & Co. in New York, focusing on risk management controls and regulatory liaison with the U.S. Securities & Exchange Commission. She also worked in the Market Regulation team of the Ontario Securities Commission, specializing in self-regulatory organizations oversight. She obtained her CA qualification experience from PricewaterhouseCoopers.

She is completing the Master of Law program at the Osgoode Hall Law School Professional Development. She obtained her Master of Accounting degree from the University of Waterloo. She serves as a member of the Investment & Finance Committee for the registered charity Fu Hui (Canada) Foundation. She also serves as a member of the External Relations and Advocacy Committee of the Toronto CFA Society.

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Fred Lazar

Associate Professor of Economics, Schulich School of Business

York University

Fred earned his B.Com. from the University of Toronto and M.A. and Ph.D. from Harvard University; he's been a professor and consultant for 34 years

B.Com. (University of Toronto), M.A. (Harvard University), Ph.D. (Harvard University) Associate Professor, Schulich School of Business, York University Academic and consultant for 34 years

National Post Board of Economists, 1998-2003 Member, Government of Ontario Expert Panel on Water and Wastewater, 2004-05 Advisor, CEO of Air Canada, 2004-2006 Member of Advisory Board, McMaster University RFID Applications Lab, 2007- Member of Independent Review Committee, Connor Clark and Lunn, 2008-

PUBLICATIONS (partial list): Free to Move: Strengthening the Canadian Economic Union, with David Brown & Daniel Schwanen (Toronto: C.D. Howe Institute, 1992); How Ottawa Rewards Mediocrity (Toronto: Univ. of Toronto Press, 1996, “A Vital Industry in Search of New Policies: Canadian Air Transport”, Canadian Institute of International Affairs, Behind the Headlines, March 2004, “Watertight: The case for change in Ontario's water and wastewater sector”, Report of the Water Strategy Expert Panel (Publications Ontario, 2005) with Harry Swain and Jim Pine

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Robert A. Schwartz

Marvin M. Speiser Professor of Finance, University Distinguished Professor, Zicklin School of Business

Baruch College, CUNY

Robert's research is in the area of financial economics, with a primary focus on the structure of securities markets. He has published 60 refereed journal articles, 12 edited books, and 5 authored books.

Robert A. Schwartz is Marvin M. Speiser Professor of Finance and University Distinguished Professor in the Zicklin School of Business, Baruch College, CUNY. Before joining the Baruch faculty in 1997, he was Professor of Finance and Economics and Yamaichi Faculty Fellow at New York University 's Leonard N. Stern School of Business, where he had been a member of the faculty since 1965. In 1966, Professor Schwartz received his Ph.D. in Economics from Columbia University. His research is in the area of financial economics, with a primary focus on the structure of securities markets. He has published 60 refereed journal articles, twelve edited books, and five authroed books, including The Equity Trader Course(co-authored with Reto Francioni and Bruce Weber) Wiley & Sons, 2006, Equity Markets in Action: The Fundamentals of Liquidity, Market Structure and Trading (co-authored with Reto Francioni) Wiley & Sons, 2004, and Reshaping the Equity Markets: A Guide for the 1990s,Harper Business, 1991 (reissued by Business One Irwin, 1993). He has served as a consultant to various market centers including the New York Stock Exchange, the American Stock Exchange, Nasdaq, the London Stock Exchange, Instinet, the Arizona Stock Exchange, Deutsche Brse, and the Bolsa Mexicana. From April 1983 to April 1988, he was an associate editor of The Journal of Finance, and he is currently an associate editor of the Review of Quantitative Finance and Accounting and the Review of Pacific Basin Financial Markets and Policies, and is a member of the advisory boards of International Finance and The Journal of Trading. In December 1995, Professor Schwartz was named the first chairman of Nasdaq's Economic Advisory Board, and he served on the EAB until Spring 1999. He is developer, with Bruce Weber and Gregory Sipress, of the trading and market structure simulation, TraderEx (http://www.etraderex.com/).

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Pramod Udiaver

VP of Trade Management

TD Asset Management

Pramod Udiaver joined TD Asset Management (TDAM) in March 2003. As a member of the trade management team, his responsibilities include equity trading, transition management, and optimizing the firm's trading infrastructure such as technology, trading analytics and transaction cost measurement. Prior to joining the trade management team, Pramod worked for the risk management group at TDAM, the wealth management audit division of the TD Bank Financial Group, the risk management division of an international bank and the financial services audit practice of a large accounting firm. Pramod holds an MBA degree from the Queen's University, Canada, an Associate Chartered Accountant designation from the Institute of Chartered Accountants of India, and is also a CFA Charterholder.

Chhad Aul

Portfolio Manager

State Street Global Advisors

 

Tim Ryan

Director, Market Regulation Policy

IIROC

 

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Ian Williams

Managing Director

ITG Canada Corp.

Mr. Williams has worked in the financial services and investment industry for fifteen years. His responsibilities at ITG include all trading related and research activities. Prior to joining ITG he was the President, Perimeter Markets Inc. Perimeter owns and operates three ATS's covering equity Block trading and both institutional and retail fixed income. His responsibilities included sales, client coverage and marketplace operations. Before that he worked initially for the Toronto-Dominion Bank, TD Securities and then TD Asset Management in various operations, technology, risk management, portfolio management and trading capabilities. From January 2004 to March 2006, he was Vice President & Director, Portfolio Management, responsible for heading TD Asset Management's Transition Management Services and Equity Trading. He holds a Chartered Financial Analyst designation from the CFA.

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Robert Young

CEO

Liquidnet Canada

Robert joined Liquidnet in 2005 to direct the launch of its Canadian business. From 2006 through 2009, Robert led the company’s continued global expansion as Chief Operating Officer. In that role, Robert was also responsible for the development of the processes and capabilities of the company’s financial, legal, HR, operational and governance teams, as Liquidnet more than doubled in size and geography. In late 2009, Robert returned to Canada as CEO of the Canadian organization.

Prior to joining Liquidnet, Robert was Vice President of Sales and Marketing at TSX Group, operator of the Toronto Stock Exchange, where he introduced several successful trading innovations and programs. Robert was previously an executive with, and served the Board of the equities ATS OptiMark Technologies, and held several executive positions in New York and Toronto with financial publisher Dow Jones & Company; including leadership of the company's key global equities initiatives during the late 1990s.


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Gregg Drumma

Director, VP Electronic Trading

Linedata Services

Gregg Drumma, Vice President, Electronic Trading Product Management at Linedata Services, Inc. is an industry veteran with over ten years experience developing and delivering STP solutions to the investment management community. As Linedata's chief representative of FIX Protocol Ltd. (FPL), Gregg is an active member of several FIX working groups designed to help shape the future of FIX trading. As the VP of Electronic Trading Product Management, Gregg leads the global electronic trading and STP product development for LongView Trading, including, pre-trade analytics and integrated trading solutions. Gregg's experience and expertise extends globally across all asset-types and trading destinations.

Gregg has been invited to participate on several industry panels, from FPL's Electronic Trading conferences to Trade Tech USA, as a thought-leader in the OMS/EMS integration topic.

Prior to joining Linedata Services, Inc in 1998 Gregg held development positions at Motorola, Inc Gregg holds a B.S. in Computer Science from the Watson School of Engineering at Binghamton University in New York.

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Lee Morakis

Managing Director, Head of Execution Services Sales

Bank of America Merrill Lynch

Lee manages North American Portfolio and Electronic Trading for Merrill Lynch, and has done so for the last three years. Lee helped build Merrill's portfolio and electronic product suite into a top ranked position and integrated Merrill's highly regarded quantitative research into their electronic product suite. Lee has spoken at many industry conferences and at the prior Tradetech Head Trader Think-Tanks. Prior to Merrill Lynch, Lee was with Credit Suisse for eight years where he managed US Portfolio Trading.

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Richard Kim

Director, Head of Sales Trading

Credit Suisse Securities Canada

Richard is the head of sales trading at Credit Suisse Securities Canada. Richard has been a sales trader at Credit Suisse for over six years covering clients in Canada, US and Europe. Prior to that, he was a sales trader and research associate at UBS Securities. Richard is a graduate of the Richard Ivey School of Business.

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Sandy Jakab

Director, Capital Markets Regulations

British Columbia Securities Commission

Sandy is responsible for registrant, self-regulatory organization, and marketplace oversight. She was called to the Alberta bar in 1986 and the BC bar in 1989. She's worked as corporate counsel, litigation counsel, and a policy analyst. Sandy has served on the Boards of the Canadian Corporate Counsel Association and the CBA Financial Services Corporation, as well as on the Provincial Council of the Canadian Bar Association (BC Branch), the Standing Committee on Equity (Canadian Bar Association) and the CBA Conflicts Task Force. Sandy was an adjunct professor at the University Of British Columbia Faculty Of Law in 2007 and lectures frequently on securities regulation topics.

Susan Greenglass

Acting Director, Market Regulation

Ontario Securities Commission

Susan Greenglass is the Acting Director of the Market Regulation Branch at the Ontario Securities Commission. The Market Regulation Branch is responsible for the oversight of marketplaces, self-regulatory organizations and clearing agencies and developing policy and rule initiatives related to market structure issues.

Susan joined the staff of the Ontario Securities Commission in 1997. Previously, she was a law clerk at the Ontario Court of Justice (General Division). She is a graduate of Osgoode Hall Law School and is a member of the Ontario Bar.

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Jon Giblin

Managing Director

Barclays Capital

Jon Giblin is a Managing Director and Head of Americas Market Structure Solutions and Global Commission Management at Barclays Capital.

Based in New York, Mr. Giblin is actively involved in client conversations relating to the current regulatory environment, the changing equity market structure, and unbundling. Prior to joining Barclays Capital in 2008, Mr. Giblin spent eight years at Lehman Brothers, most recently in the same role. Prior to that, Mr. Giblin was Head of Liquid Markets Electronic Trading Sales where he focused on Lehman Brothers' algorithmic trading, electronic execution, analytics, and transition management businesses.

Mr. Giblin holds a bachelor's in economics from American University.  

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Julie El-Taher

Director, Head of International Sales

Credit Suisse AES

Julie is Head of International sales of Credit Suisse's Advanced Execution Services (AES) offering in the Americas. The AES group designs and builds algorithms and systems capable of fully-automated trading based on client specifications. Algorithms based on thorough execution research and continuous live experimentation, performed by teams of Credit Suisse quantitative analysts and traders located throughout the globe.

In marketing direct market access and algorithms, Julie and the AES team focus on market microstructure research, pre/post trade analysis and liquidity profiles of individual names and markets. They work with the AES quantitative research team within Credit Suisse to develop and understand the most suitable strategies for the various markets to assist in customizing strategies and educating clients on optimal usage.

Prior to joining Credit Suisse, Julie was in sales and management of various regions within North America marketing electronic international equity trading for Bloomberg Tradebook/G-Trade Services. She is a graduate of Marymount College where she studied Economics and currently resides in Manhattan.

Serge Boisvert

Analyste en Reglementation

Autorite Des Marches Financiers (AMF)

Mr. Boisvert has a Master of Science in Administration (M.Sc.) in Economics for the Universit les Hautes Études Commerciales in Montral. He worked at the Bank of Canada for more than 11 years in the Financial Market Department in various positions, and has been working at the Autorit des Marchs Financiers for 6 years as a Regulatory Analyst specializing in the regulatory areas of ATSs, market structure, use of client brokerage commissions, short sales and Straight Through processing.

Darren Sumarah

VP Equities Division

Goldman Sachs Canada Inc.

Beth Haines

Vice President, Sales

Chi-X Canada ATS Limited

Beth Haines is Vice President, Sales for Chi-X Canada ATS Limited, the high-performance, fully anonymous and low-cost continuous alternative trading system (ATS) for TSX-listed senior equities. In this role, Ms. Haines is responsible for all sales and marketing initiatives for the platform.

Ms. Haines has worked at Chi-X Canada since September 2007. Prior to joining the firm, Ms. Haines served as Sales Director Canada, Corporate Service at Thomson Financial, overseeing Corporate Development, Treasury, Investor Relations and Corporate Communications Services.


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Tom Whelan

Head of Product Sales

Instinet LLC

Tom Whelan is head of Instinet, LLC’s Product Sales group. In this capacity he is responsible for the sales of the firm's full suite of electronic trading products in the U.S., including its EMS platforms, dark pools, algorithms and TCA offering.

Prior to this role, Mr. Whelan has held numerous sales, trading and product management positions at Instinet during his 15 year tenure, including co-head of the firm’s Global Portfolio Trading (GPT) desk in the U.S.

Mr. Whelan holds a B.S. from Michigan State University.


Matt Samelson

Principal

Woodbine Associates

Matt Samelson is a Principal at Woodbine Associates, LLC, specializing in equity market structure, trading venues, electronic trading, and transaction cost analysis. He brings to the firm a wealth of experience in U.S. and international equity sales and trading, quantitative analysis, consulting, and research. He has in-depth knowledge of trade strategy formulation, algorithmic trading, market structure, transaction cost analysis, and trading technology.

Mr. Samelson has been quoted extensively in the media, including the Financial Times, Business Week, and CBS MarketWatch. He has also been quoted in various trade publications, including Institutional Investor, Trader Magazine, Wall Street & Technology, Wall Street Letter, Trading Technology Week, and Securities Industry News.

Prior to founding Woodbine Associates, Mr. Samelson was a senior analyst at Aite Group focusing on equity-related topics. He has also served as Director of Product Management at Liquidnet, Inc. where he took part in enhancing the service offering. Previously, Mr. Samelson served as Vice President of Global Portfolio Sales and Trading at Investment Technology Group, where he developed portfolio and single-stock trading business and managed trading relationships with investment management, mutual fund and hedge fund clients. He also worked in portfolio trading at Lehman Brothers and as a financial risk management consultant at Price Waterhouse. Mr. Samelson also served as an officer in the U.S. Navy.

Mr. Samelson received an M.B.A. in Finance and Business Policy from the University of Chicago and a B.A. in Economics from Columbia College of Columbia University. He holds FINRA Series 7, 63, 55 and 24 licenses.


James Kang

Analyst

Aite Group

Etienne Phaneuf

Director, Sales and Trading

ITG Canada Corp.

Alison Crosthwait

Head of Research

ITG Canada Corp.

Christine Ma

VP of TCA

ITG Canada Corp.

Abigail Etches

Director, Business Development, Equity Trading

TMX Group

Abigail Etches is the Director of Business Development and Account Management, for TMX Group. Ms Etches’ responsibilities include managing the relationships with key trading customers, as well as overseeing sales and relationship management for the Equity Trading division.

Prior to her current role, Abigail has held a number of positions within TMX Group; most recently she was responsible for domestic and international business development for the Listings business and for Product Development and Relationship Management for all Toronto Stock Exchange and TSX Venture Exchange issuers. Abigail has also held Product Management positions within the Trading and the Market Data divisions at TMX.

Abigail has over 12 years of experience specialising in the financial services sector, 9 years of which have been with TMX Group. Prior to TMX Group, Abigail was responsible for sales and marketing at Broadridge’s investor communications division. She holds a Master’s degree in History from McMaster University.


Owain Self

Managing Director, Head of Algorithmic Trading, Americas and EMEA

UBS Investment Bank