| 8:15 |
Conference Registration & Continental
Breakfast In The Solutions Zone |
|
| 9:00 |
Welcoming Remarks
| |
Sara Wessman
Executive Director
TradeTech Canada |
|
|
|
| 9:05 |
Chairperson's Opening Address
| |
Renee Colyer
Chief Executive Officer
Forefactor |
|
|
|
| 9:20 |
PANEL: Examining Current Market Regulation In Canada
 |
Paul Bourque
SVP, Enforcement, Policy and Registration, Investment
Industry Regulatory Organization of Canada (IIROC) |
 |
| |
Tracey Stern
Assistant Manager, Market Regulation
Ontario Securities Commission |
|
- Examining the current regulatory landscape in Canada and its effect on your day to day trading
- Assessing the newly merged IIROC and its regulations of the equity trading activity of your sell side partners; what are the far reaching affects to your trading desk?
- Identifying regulatory changes as new ATS’ enter the Canadian markets; what regulations are critical to your trading strategy
- Development and implementation of debt market trading rules and debt market trading surveillance
|
|
| 10:00 |
PANEL: Examining The Canadian Market Structure And Its Impact On The Buy Side
 |
Tal Cohen
CEO
Chi-X Canada |
 |
 |
Julie El-Taher
VP, Advanced Execution Services
Credit Suisse |
 |
 |
Wendy Rudd
Chief Executive Officer
TriAct Canada Marketplace LP |
 |
- Exploring the changing Canadian equity market structure; where can you take advantage of additional liquidity?
- Uncovering the advantages and disadvantages of multiple marketplaces: dark pools, ATSs, ECNs, and more
- Identifying the benefits of newer technologies like smart routing and algorithms; what is its importance for the buy side and the broker community?
- Aligning your trading desk to compete and thrive in the shifting Canadian equity market
|
|
| 10:40 |
Morning Refreshment Break & Opportunity To
Network In The Solutions Zone |
|
| 11:10 |
Using Event Driven Architecture Technologies For More Efficient Automated Trading
 |
Iran Hutchinson
Product Manager/Software & Systems Architect
InterSystems |
 |
- Understanding complex event processing (CEP) and extreme transaction processing (XTP): How can these disruptive technologies benefit automated trading?
- Outlining how the buy and sell side can leverage event driven architecture to decrease manual data loading and achieve more effective algorithmic trading
- Uncovering costs associated with event driven architectures to determine its value to your trading desk
|
|
| 11:45 |
PANEL: Optimizing Your Order Management System (OMS) To Create More Automation In Your Trading Processes
 |
Gavin Little-Gill
Executive VP
Linedata |
 |
| |
Jeff Parent
Associate Portfolio Manager and Trader, Quadrexx Asset Management, and President
Canadian Society of Technical Analysts |
|
- Identifying and comparing various OMS providers of today; which one is best for your firm? •
- Analyzing OMS analytics as systems become more efficient; when is the right time to buy or upgrade?
- Deciding which OMS features (like compliance functions) are necessary and worth the price?
- Assessing which OMS best supports derivative overlays and other asset classes, and best connects to your EMS systems
- Planning to most seamlessly implement your OMS to achieve the benefits of automation
|
|
| 12:15 |
Lunch For All Attendees |
|
| 1:15 |
Maximizing Returns And Reducing Risk With Global Asset Allocation
 |
Som Seif
CEO and Director
Claymore Investments |
 |
- Examining current global investment opportunities in global stocks, real estate, hard assets, and more
- Examining the benefit of exotic asset classes
- Discovering how the major institutions are managing their portfolios and increasing their interest in global investment themes
- Developing the right technology support and investment vehicle offerings to achieve long-term profitability of your trading desk
|
|
| 1:50 |
PANEL: Overcoming The Traders Dilemma In Best Execution: Speed Of Execution Vs. Cost Of Delay
 |
Milos Vukovic
VP of Investment Policy
RBC Asset Management
|
 |
 |
Chris Sparrow
Head, Canadian Trading Desk
Liquidnet Canada Inc. |
 |
- Finding the right balance between speed of execution and cost of delay in today’s markets
- Taking into account liquidity and volatility
- Outlining the technology requirements that ensure you’re prepared to achieve best execution; what are the best ways to connect to the right broker or dealer without leaking information
- Understanding how your firm, competitors and counterparties are moving the marketplace
- Implementing continuous measurement and improvement processes to ensure you continue achieving best execution in the long term
|
|
| 2:20 |
Afternoon Coffee Break & Opportunity To View
The Solutions Zone |
|
| 2:50 |
Configuring A Multi-Factor Portfolio Management Model To Maximize Equity Trading Returns
| |
Robert (Hap) Snedden
President
CastleMoore Inc. |
|
- Feeding in technical, fundamental, and other attributes to decide whether and when to buy or sell
- Researching to decide what information will be filtered, ignored, and used, and to what extent information will be used
- Optimizing data pre-processing to work within your multi-factor portfolio management model
|
|
| 3:25 |
Outlining Trends In Emerging Market Exchanges To Identify Profit Opportunities For Your Trading Desk
 |
Brendan T. Caldwell
President and CEO
Caldwell Investment Management |
 |
- Examining the global economy’s impact on exchange volume growth and trends
- Emerging market exchanges: How are they improving liquidity and increasing the number of listings?
- Assessing derivatives and short selling: Where are restrictions and what areas are most developed?
- An opportunity for arbitrage? What consolidations are expected and when should you invest in the architectures to access these exchanges?
|
|
| 4:00 |
Closing Keynote: Achieving Best Execution On An Americas Equity Trading Desk
| |
Frank Loughlin
SVP Americas Equity Trading
AllianceBernstein |
|
- Identifying current challenges for the buy side to achieve best execution across the Americas; how can technology and broker relationships help overcome these challenges?
- Ensuring you have the necessary systems and processes in place to support profitable equity trading
- Attaining quality, low-cost market data to achieve appropriate market depth for your trading decisions
- Benchmarking the performance of your desk to ensure the continuous achievement of best execution
|
|
| 4:35 |
UBS Cocktail Reception |
Sponsored By:  |
| |
After a day filled with constructive debate and information sharing, unwind with your new network of colleagues and friends at the UBS Cocktail Reception. Relax, have fun, and bring your business cards! Embrace this opportunity to forge new business partnerships and uncover additional equity trading strategies in an informal atmosphere. |
|
| 6:00 |
Conclusion Of Day One |
|
