Overcoming Market Fragmentation To Achieve Best Ex - Thursday, December 4, 2008

8:15 Continental Breakfast & Opportunity To Network In The Solutions Zone

9:00

Chairperson's Opening Remarks

  AnneMarie Ryan
President
AMR Associates
 

9:15 Analyzing The Global Economy And Its Impact On Canada’s Economic Growth And Investment Opportunities
Jeffrey Rubin
Chief Economist
CIBC World Markets
  • Predicting what the results of the US election will mean for Canada’s financial markets
  • Assessing how the credit crunch is affecting global financial markets now and into the future
  • Identifying potential economic risk within your firm and implementing strategy to mitigate that risk
  • Outlining opportunities for the Canadian markets in equities, commodities, and other asset classes

9:50 How Investors Can Profit From China’s Booming Economy
Dr. Burton Malkiel
Professor of Economics
Princeton University
 
  • Examining the remarkable economic transformation of China and why rapid growth is likely to continue
  • Outlining why investing directly in China is complicated and risky
  • An indirect way investors can benefit from the growth of China: Purchasing multinational corporations domiciled outside of China whose future growth depends upon the growth of China
  • Implementing a lower risk strategy combining direct investments in Chinese companies with indirect investments in global China-linked companies

10:50 Morning Refreshment Break & Opportunity To Network In The Solutions Zone

11:20 PANEL: Creating More Efficient Communication To The Market Through Your Execution Management Systems (EMS)
Vidis Vaiciunas
VP and Head of Trading
Highstreet Asset Management
Etienne Phaneuf
Director, Sales and Trading
ITG Canada Corp.
  • Outlining your future trading goals to determine which EMSs will help you achieve your business objectives
  • Debating the advantages and disadvantages of a broker-neutral EMS
  • Deciding when to add another EMS onto your system vs. replacing your existing one
  • Optimizing the integration process among your multiple EMSs and OMS

11:55 PANEL: Identifying Next Generation Algorithmic Trading Capabilities To Ensure The Long-Term Profitability Of Your Equity Desk
Jatin Suryawanshi
Managing Director, US Head of Algorithmic Trading
UBS Investment Bank
Iran Hutchinson
Product Manager/Software & Systems Architect
InterSystems
  • Outlining areas where algorithms may not be available to support your written strategies and trading platform; how do you overcome this challenge?
  • Cost reduction vs. alpha capture: identifying algorithms to accomplish different objectives
  • Deciding which algorithm to use with an algo of algos: Is this the next generation of algorithmic trading?

12:30 Lunch

1:30

Topic-Specific Roundtable Discussions
Pick the topic most critical to your day-to-day equity trading needs. Here you will participate in structured discussion lead by our industry experts. Free from Power Point slides and published materials, all participants are able to share and uncover the strategies that will lead to greater profitability of your trading desk in 2009.

#1 Building The Framework For A Fully Functional TCA Process
Pramod Udiaver
VP of Trade Management
TD Asset Management
  • Understanding the key elements of the TCA framework
  • Challenges in implementing and maintaining the process
  • Best practices to make TCA robust and effective
#2 Why Best Execution Improves Business Performance And Client Satisfaction
  Anne Marie Ryan
President
AMR Associates
 
  • How Best Execution is fundamental to your fiduciary responsibilities
  • Why implementation of a Best Execution framework is more than a regulatory imperative
  • How Best Execution improves business performance and increased returns for clients
  • Determining how cost management and risk management contribute to Best Execution
  • Identifying what are "Best Practices" in Canadian asset management to benchmark your firm against others

#3 Market Structure Changes: New Trading Trends And The Risk And Opportunities For Best Execution In Canada

  Jackie Chung
President
Competitive Metrics
 
  • Examining how the Canadian buy and sell sides are currently affected by today’s market changes
  • What are the best practices to source liquidity in multiple venues and achieve best execution?
  • What technologies and strategies can help traders on the buy and sell sides achieve best execution?
  • Debating if trading technology and the new marketplaces provide an adequate alternative to broker services for the buy side
  • Uncovering how sell side can add more value to their clients and thrive during the change

2:15 TradeTech Canada Concludes

 



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