6th Annual TradeTech Canada Agenda

8:00 Networking Breakfast And Registration Networking Breakfast And Registration

9:00 Welcome Remarks Welcome Remarks

9:05 Opening Address By The Conference Chair Opening Address By The Conference Chair

9:20 Keynote Panel Discussion: An Update On Key Regulatory Initiatives In Canada Renee Colyer, CEO, Forefactor Susan Greenglass, Director, Market Regulation, Ontario Securities Commission Sandra Jakab, Director, Capital Markets Regulation, British Columbia Securities Commission James Twiss, Vice President, Market Regulation Policy, IIROC An update on rules related to electronic trading and direct electronic access Insight into dark pool regulations Guidance around trade price guarantees What’s coming down the pike? Renee Colyer CEO, Forefactor Renée Colyer Renée Colyer is the founding principal of Forefactor Inc. and brings over a decade of experience in global capital markets. Renée has a deep understanding of the entire investment cycle. Renée has spent a significant amount of time reviewing competitive trading technology providers, global exchanges, alternative execution venues, and trends in electronic and algorithmic trading. Prior [read more] Susan Greenglass Director, Market Regulation, Ontario Securities Commission Susan Greenglass, Ontario Securities Commission Susan Greenglass is the 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 S [read more] Sandra Jakab Director, Capital Markets Regulation, British Columbia Securities Commission Sandy Jakab: Director Capital Markets Regulation Education: B.A. (English) - University of Calgary; LL.B. - University of Calgary Professional Qualifications: Lawyer 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 analys [read more] James Twiss Vice President, Market Regulation Policy, IIROC James E. Twiss Vice President, Market Regulation Policy Investment Industry Regulatory Organization of Canada (IIROC) As Vice President, Market Regulation Policy, Jim leads a group of lawyers with a mandate to develop and administer the Universal Market Integrity Rules (UMIR), designed as a common set of trading rules applicable to marketplaces trading equity securities in Canada. Part of this man [read more]

10:00 The Evolving Canadian Marketplace: Insights And Updates From Leading Exchange Executives Torstein M. Braaten, Chief Executive Officer and Chief Compliance Officer, TriAct Richard Carleton, Interim CEO, CNSX Markets Inc. Robert M. Fotheringham, Senior Vice President, TMX Group Darren Sumarah, Vice President, Equities Division, Goldman Sachs Canada An update on the state of the Canadian equities marketplace, what are your options for finding liquidity across the venues? Electronic trading tools to help traders deal with an increasingly fragment marketplace  Torstein M. Braaten Chief Executive Officer and Chief Compliance Officer, TriAct Torstein M. Braaten is the Chief Executive Officer and Chief Compliance Officer of TriAct Canada Marketplace LP, an Alternative Trading System (ATS) which operates MatchNowSM, Canada’s leading dark pool. Prior to TriAct, Mr. Braaten was the Chief Compliance Officer at ITG Canada Corp. From 2001 to 2006 Mr. Braaten was Director of Institutional Compliance and Risk Management at RBC Capital Markets [read more] Richard Carleton Interim CEO, CNSX Markets Inc. Richard W. Carleton CEO (Interim), CNSX Markets Inc. Richard Carleton was recently appointed CEO of CNSX Markets Inc. In this role he is responsible for the strategic direction and management of the Canadian National Stock Exchange and Pure Trading. For the previous 5 years, Richard served as Vice-President Corporate Development with responsibility for the technology, operations and trading sales [read more] Robert M. Fotheringham Senior Vice President, TMX Group Robert M. Fotheringham Senior Vice President, Equities Trading TMX Group Robert Fotheringham currently serves as the Senior Vice President, Equities Trading, with TMX Group. Mr. Fotheringham’s responsibilities include Trading Product Development and Management, Canadian and International Sales, Market Operations, Vendor Services and Market Quality for Toronto Stock Exchange and TSX Venture Exchang [read more] Darren Sumarah Vice President, Equities Division, Goldman Sachs Canada Darren Sumarah is Vice President and Head of Canada Sales at Goldman Sachs Electronic Trading (GSET). Located in Toronto, Darren is responsible for the distribution of GSET’s electronic product offering to Canadian domiciled accounts. He joined Goldman Sachs in 2008 as a salesperson in Electronic Trading. Prior to joining the firm, Darren worked in a variety of sales, trading and market making rol [read more]

10:40 Networking And Morning Coffee Break Networking And Morning Coffee Break

Capital Markets Technology

11:10 Panel Discussion: The State Of Capital Markets Technology In Canada—What To Expect In the Next 2-3 Years Andrew Karsgaard, VP, Quantitative Execution Services, BMO Capital Markets Tim Thurman, Head of IT, Credit Suisse Evan Young, Head of Electronic Execution Services, Scotia Capital The impact of regulations on technology ­The maturity status of capital markets technology in Canada Global influence and how it impacts tech uptake The influence of HFT operations in Canada Andrew Karsgaard VP, Quantitative Execution Services, BMO Capital Markets Tim Thurman Head of IT, Credit Suisse Tim Thurman is Senior IT Executive with more than 22 years of technical experience in building, deploying and supporting high availability (HA) financial applications with Exchanges, Alternative Trading Systems (ATS), and Financial Institutions. Currently, Tim holds the position of Head of Information Technology with Credit Suisse Canada responsible for all areas of technology for the Canadian off [read more] Evan Young Head of Electronic Execution Services, Scotia Capital Evan Young – Head, Electronic Execution Services, Scotia Capital Evan Young is Head of Electronic Execution Services for Scotia Capital’s Institutional Equity Group. Evan joined Scotia Capital in 2001 to design and develop algorithmic trading systems. He then moved to the Portfolio Trading desk, using the systems he designed to trade equities and multi-asset strategies on behalf of clients. Evan n [read more]

11:40 Panel Discussion: Integrated Multi-Asset And Multi-Geo Trading Platforms And Technologies Bret Goldin, Executive Director, Morgan Stanley Canada How is multi-asset class convergence at buy-side firms impacting sell side technology Examine which tools and technologies are necessary to trade across asset classes and on a global scale Bret Goldin Executive Director, Morgan Stanley Canada

Equity Trading Strategies

11:10 Panel Discussion: Finding The Greatest Pools Of Liquidity And Assessing The Cost Of Liquidity Julie El-Taher, Director, Advanced Execution Services, Credit Suisse Jon Greene, Director of Trading, Head Trader, Ceros Financial Services Garrett Nenner, Managing Director, Global Markets, Momentum Trading Partners Etienne Phaneuf, Managing Director, Sales And Trading , ITG Canada Corp. Finding The Greatest Pools Of Liquidity And Assessing The Cost Of Liquidity Julie El-Taher Director, Advanced Execution Services, Credit Suisse Ms. El-Taher is responsible for East Coast sales of Credit Suisse’s Advanced Execution Services (AES) international offering. 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 trad [read more] Jon Greene Director of Trading, Head Trader, Ceros Financial Services Garrett Nenner Managing Director, Global Markets, Momentum Trading Partners Mr. Nenner has over 20 years of extensive trading, operative and management experience and has been deeply involved in the infrastructure and advanced technology of execution since 1997, Mr. Nenner built the original trading desk and managed/traded a large high volume Stat Arb portfolio at Millennium Partners, LP hedge fund. He was later recruited by Lehman Brothers to work on further institutiona [read more] Etienne Phaneuf Managing Director, Sales And Trading , ITG Canada Corp. Etienne Phaneuf Managing Director, Sales and Trading, ITG CANADA CORP. In his current role as managing director of sales and trading for ITG Canada Corp, Etienne focuses on managing corporate relationships with current clients and developing opportunities with prospective clients. Using a collaborative approach, he works on designing and implementing trade tools and strategies that will improve wo [read more]

11:40 Panel Discussion: Preventing And Controlling Pre And Post Trade Risk Milos Vukovic, VP of Investment Policy, RBC Asset Management Best practices in pre-trade risk controls (ie, pricing and quantity limits) to minimize potential losses How to analyze post trade risk data and make it readily available through your data management systems Steps for minimizing latency while maintaining adequate risk controls Milos Vukovic VP of Investment Policy, RBC Asset Management Milos Vukovic is Vice President, Investment Policy, joined RBC in 2003 where he is responsible for overseeing various investment management related activities including risk management, performance analytics and trading. He is also responsible for developing investment policy statements and implementing tactical asset allocation for various RBC AM products such as mutual funds, pools, segregated a [read more]

12:15 Luncheon For Attendees and Speakers Luncheon For Attendees and Speakers

1:10 Panel Discussion: Finding The Greatest Pools Of Liquidity And Assessing The Cost Of Liquidity Pramod Udiaver, VP, Trade Management, TD Asset Management Robert Young, Managing Director, Liquidnet Daniel Bisaillon, La Caisse de Dept et Placements du Quebec Geoff Arsenault, Healthcare of Ontario Pension Plan Trading desk inputs—how does your desk serve different portfolios and styles? The evolution of your day—in the past 2-3 years where have you allocated more time? At the expense of what? Updates on the trade process—dealer interactions, your liquidity search, and how TCAs and algos have changes your daily workflow Pramod Udiaver VP, Trade Management, TD Asset Management Robert Young Managing Director, Liquidnet Robert Young heads the Canadian operations of Liquidnet Holdings, and is a member of the global management team.Robert’s broad experience is in structuring and managing global businesses, with particular focus in financial services, technology and information businesses. At the board and as a C-level executive, Robert’s focus has been on governance, ethics, strategy and operational excellence.Foll [read more] Daniel Bisaillon , La Caisse de Dept et Placements du Quebec Geoff Arsenault , Healthcare of Ontario Pension Plan

1:45 The Great Myth of Smart Order Routing In The Canadian Market: What Really Happens When You Send Out An Order Doug Clark, Managing Director of Research, ITG Canada Corp. The Great Myth of Smart Order Routing In The Canadian Market: What Really Happens When You Send Out An Order Doug Clark Managing Director of Research, ITG Canada Corp. Doug Clark Managing Director, Research Mr. Clark, who has more than 17 years experience in the financial services and investment industry, is one of the original staff members of ITG Canada when the Canadian operations were launched in 2000. In his position as Managing Director, Research, he is responsible for research relating to index, ETF, market structure, liquidity event and market impact. Mr [read more]

2:20 Networking And Refreshment Break Networking And Refreshment Break

3:00 Panel Discussion: Optimizing Trader-Portfolio Manager Communication For Improved Execution Garrett Nenner, Managing Director, Global Markets, Momentum Trading Partners Jeff Parent, Head of Wealth Management, Associate Portfolio Manager, Quadrexx Asset Management Kelly Reynolds, Director of Trading, Hillsdale Investment Management Michele Robitaille, SVP and Portfolio Manager, Guardian Capital A look at the importance of increased collaboration between the trader and the portfolio manager (PM) Technology that is helping to increase communication between the two groups How to better understand and achieve the PM goals while keeping in mind the traders’ constraints Garrett Nenner Managing Director, Global Markets, Momentum Trading Partners Mr. Nenner has over 20 years of extensive trading, operative and management experience and has been deeply involved in the infrastructure and advanced technology of execution since 1997, Mr. Nenner built the original trading desk and managed/traded a large high volume Stat Arb portfolio at Millennium Partners, LP hedge fund. He was later recruited by Lehman Brothers to work on further institutiona [read more] Jeff Parent Head of Wealth Management, Associate Portfolio Manager, Quadrexx Asset Management Mr. Parent has been providing wealth management services to his high net worth clients since 1992.From many years of experience and training, Jeff has become proficient in portfolio management techniques. He applies a strong price discipline to help ensure risk is controlled without reducing potential returns. His specialty is technical analysis with a focus on quantitative methods. Jeff uses his [read more] Kelly Reynolds Director of Trading, Hillsdale Investment Management Kelly Reynolds, M.Sc., DMS Hillsdale Investment Management - Director of Trading Ms. Reynolds joined Hillsdale in January 2010 where she is responsible for the management, strategy and execution of the Canadian, US and Global trading platforms. Prior to joining Hillsdale, she was the Head Equity Trader at Montrusco Bolton Investments. Ms. Reynolds holds a Master’s Degree in Finance and is the reci [read more] Michele Robitaille SVP and Portfolio Manager, Guardian Capital Michele Robitaille, CA, CFA, CBV Michele Robitaille is Senior Vice-President and Portfolio Manager, Canadian Equity Investments at Guardian Capital LP with specific responsibility for Equity Income mandates. Guardian Capital LP has $16 billion in assets under management, including approximately $3 billion in Equity Income assets. Michele joined Guardian in 2003 as Portfolio Manager. From 1997 to 2 [read more]

3:30 The Benefits Of Adding Direct Exposure To ETFs, Options and Futures Ken McCord, CFA, President, Horizons Exchange Traded Funds Inc. How is the Canadian buy side currently connecting to alternative markets A look at ETFs and how they can offer better exposure to alternative makets Trends in alternative markets and examples of how they are diversifying equity portfolios Ken McCord, CFA President, Horizons Exchange Traded Funds Inc.

4:00 Investment Opportunities and Considerations in Canadian Hedge Funds Michael Levas, Founder, Senior Managing Principal & Director of Trading, Olympian Capital Discerning the difference between Canadian and US funds—what are the advantages and disadvantages What are investors looking for when they invest in Canadian hedge funds The credit worthiness of Canadian funds and their exposure to counterparty risk A look at market volatility, debt, currency and other factors impacting global investments Michael Levas Founder, Senior Managing Principal & Director of Trading, Olympian Capital Michael J. Levas has been in the investment management business for over twenty years and is the founder, chief investment officer and managing member of the Olympian Group of Investment Management Companies. Prior to Olympian, he was a VP and Portfolio Manager in the Private Client Group at Lehman Brothers Inc. Prior to that, he was a VP with SG Cowen, UBS PaineWebber and Bear Stearns where he ma [read more]

4:30 Canadian Economic Outlook And Implications For Investors in 2012 Benjamin Tal, Managing Director and Deputy Chief Economist, CIBC World Markets It the Canadian economy really at a turning point? Assess the impact of the job and housing market in Canada The impact of the US recession on Canada Opportunities for Canada as the financial industry evolves following the crisis Benjamin Tal Managing Director and Deputy Chief Economist, CIBC World Markets Benjamin Tal Managing Director & Deputy Chief Economist Benjamin Tal is a Managing Director and Deputy Chief Economist with CIBC World Markets Inc. He is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to w [read more]

Trading Architecture

2:20 Networking And Refreshment Break Networking And Refreshment Break

3:00 Innovations In Trading Architecture—An Update On Key Technologies For Improved Market Performance Greg Allen, VP, Governance, Architecture and Planning, TMX Trading and technologies for improved execution How to address latency and handle increased order volumes while managing costs Greg Allen VP, Governance, Architecture and Planning, TMX Greg Allen is Vice President, IT Governance, Architecture and Planning at TMX Group, covering all financial market, data, and clearing divisions. Responsibilities encompass Enterprise Architecture & Strategic Alignment, Technology Standards, Solution Architecture, Quality Assurance & Testing, Patent Portfolio Management, and IT Audit. His topics of interest include [read more]

3:30 Pillars of Success in Delivering High Performance Computing Brant Arseneau, Managing Director and Head of Electronic Execution Group, Bank of Montreal Organizational effectiveness is theorganization’s ability to select, integrate and deploy the right technology in the timeframe to deliver on Market opportunity Increasingly, rapid deployments will allow businesses to identify market opportunities that currently can’t be addressed which will lead to new revenue streams Innovative, new ideas are generated by creative minds with a passion for business aligned success Brant Arseneau Managing Director and Head of Electronic Execution Group, Bank of Montreal Brant is the Managing Director and the Head of Electronic Trading Capabilities Group for Bank of Montreal’s Capital Markets. He is known for developing software reverse engineering tools in the early ‘90’s that used computational intelligence. His primary area of business expertise is in capital markets including; high performance computing for trading, new securitization methods, derivatives, and [read more]

4:00 Panel Discussion: Examine Trends In Smart Order Routing Systems Given Continued Market Fragmentation Rizwan Awan, Managing Director, Quantitative Execution Services, BMO Capital Markets Darren Sumarah, Vice President, Equities Division, Goldman Sachs Canada Assess marketplace SOR vs. broker dealer SORs How to determine which SOR technology will work best for your firm The impact of regulations on SOR adoption Examine latency and access issues when using an SOR Rizwan Awan Managing Director, Quantitative Execution Services, BMO Capital Markets Rizwan Awan, CFA Managing Director – Quantitative Execution Services Institutional Equity BMO Capital Markets Rizwan heads up Quantitative Execution Services at BMO Capital Markets, providing institutional equity clients program and electronic trading services as well as index and market microstructure research. Rizwan joined BMO Capital Markets in 2005 to build out BMO’s program trading capabilit [read more] Darren Sumarah Vice President, Equities Division, Goldman Sachs Canada Darren Sumarah is Vice President and Head of Canada Sales at Goldman Sachs Electronic Trading (GSET). Located in Toronto, Darren is responsible for the distribution of GSET’s electronic product offering to Canadian domiciled accounts. He joined Goldman Sachs in 2008 as a salesperson in Electronic Trading. Prior to joining the firm, Darren worked in a variety of sales, trading and market making rol [read more]

Market Risk

2:20 Networking And Refreshment Break Networking And Refreshment Break

3:00 Opening Remarks By The Conference Chair No session description available.

3:05 Panel Discussion: Pre-Trade Risk Solutions--Ensuring Market Stability Without Adding Latency Naveen Balakrishnan, MBA, CMA, CIA, Director, Electronic Trading Capabilities, BMO Capital Markets Bryan Blake, Vice President, Global Execution Services, Bank of America Merrill Lynch A look at the technology required to mitigate pre-trade risk Integrating pre-trade risk controls into your trading platforms How to achieve the lowest possible latency while still meeting current requirements for risk controls Naveen Balakrishnan, MBA, CMA, CIA Director, Electronic Trading Capabilities, BMO Capital Markets Naveen Balakrishnan is a Director within the Electronic Trading Capabilities (“ETC”) Group Bank of Montreal’s Capital Markets ("BMOCM"). Prior to joining BMOCM, as part of Deloitte’s Risk and Regulatory Consulting practice, Naveen has successfully lead teams in providing regulatory compliance, operations, internal controls, risk management and business advisory services to investment advisers, inv [read more] Bryan Blake Vice President, Global Execution Services, Bank of America Merrill Lynch Bryan Blake is a Vice President within Bank of America Merrill Lynch’s Global Execution Services. Bryan joined Bank of America Merrill Lynch in 2010, and is responsible for execution sales for clients trading electronically in Canada. Bryan previously worked as Senior Product Manager at TMX Group where he managed infrastructure products including co-location, connectivity and direct data feeds. Pr [read more]

3:45 Risk Checks for DMA and Algo Workflows Matt Senecal, Managing Director, Head of Business Development, Electronic Trading, UBS A look at what pre-trade risk checks for DMA and algo workflows currently look How are firms responding to great scrutiny around risk checks by regulators Matt Senecal Managing Director, Head of Business Development, Electronic Trading, UBS Matt Senecal is the Head of Business Development for the Direct Execution team at UBS, the firm’s institutional equities electronic trading business. He is responsible globally for overseeing electronic trading business operations in areas such as algorithmic trading, direct market access, and low-latency trading. Previous to UBS, Mr. Senecal served as the Head of US Equity Connectivity Infrastruc [read more]

Market Data Management

2:20 Networking And Refreshment Break Networking And Refreshment Break

3:00 Opening Remarks By the Conference Chair No session description available.

3:05 Real Time Market Data In Canada: Another Oligopoly Or A Utility? Renee Colyer, CEO, Forefactor What does Maple Group have the potential to do and why would they do it? Why do Bloomberg and Thomson Reuters always win the race for data provision? What can erode their market share? Why is there not mass conversion to TSX Datalinx’s consolidated tape? Renee Colyer CEO, Forefactor Renée Colyer Renée Colyer is the founding principal of Forefactor Inc. and brings over a decade of experience in global capital markets. Renée has a deep understanding of the entire investment cycle. Renée has spent a significant amount of time reviewing competitive trading technology providers, global exchanges, alternative execution venues, and trends in electronic and algorithmic trading. Prior [read more]

3:40 Managing The New Market Data Paradigm—A Look At What Is Most Relevant From A Market Making Perspective Thomas Boran, Director, Market Risk Services, Citi Managing The New Market Data Paradigm—A Look At What Is Most Relevant From A Market Making Perspective Thomas Boran Director, Market Risk Services, Citi

4:15 Downstream Uses For Market And Trading Data: Why Quality Matters To Your Risk Management Function Jason Smith, Senior Manager, Data Quality, RBC Financial Group Complete, accurate market and trading data is essential in understanding Risk. Risk Management needs to quickly understand exposure across the enterprise, in order to answer questions: What is our total exposure to any particular stressed counterparty? To the California housing sector? To Greek banks? To European Sovereigns? In the past, these questions were answered by manual aggregation exercises - emails to the trading floor, to the corporate bankers, to the middle office which meant delays, errors, and uncertainty. Regulators will not tolerate these processes going forward. Jason Smith Senior Manager, Data Quality, RBC Financial Group Jason is the Senior Manager, Data Quality for Group Risk Management at RBC Financial Group. His group is responsible for all credit risk data and information that is used to drive RBC's economic capital calculations, Basel II capital calculations, management reporting, and regulatory filings. This includes (1) integrating new acquisitions and subsidiaries into RBC's IT infrastructure, (2) detectin [read more]

Peer-to-Peer Benchmarking

1:10 Peer-to-Peer Benchmarking Sell Side Technology Roundtable Discussion Groups Joe Gawronski, President and COO, Rosenblatt Securities Matt Senecal, Managing Director, Head of Business Development, Electronic Trading, UBS Evan Young, Head of Electronic Execution Services, Scotia Capital After a busy morning of active listening and networking, take control of your own event experience. Don’t be shy! Ask questions (or answer them!) of other conference attendees who are dealing with the same challenges as you. After 30 minutes, when the bell rings, move on to your second table for a repeat performance with a fresh topic!In the last 10 minutes, each roundtable facilitator will share the 3 take-aways from each discussion.Benefits: • Network with industry peers with very similar challenges, interests and responsibilities • Take a deep dive into a niche topic in an intimate and informal setting moderated by a subject matter expert • Don’t miss out on any discussions or learnings by staying for the roundtable wrap ups at the end of the sessions • Bonus - Leave Trade Tech Canada with 6 key take-aways you can put into action as soon as you return to the officeSell Side Technology HFT Challenges For The Sell Side Moderator: Matt Senecal, Managing Director, Head of Business Development, Electronic Trading, UBS Post Flash Crash Risk Management Considerations For Electronic Trading Moderator: Evan Young, Head of Electronic Execution Services, Scotia Capital Regulatory Considerations With Respect To Automated Market Making And Dark Trading Moderator: Joe Gawronski, President & COO, Rosenblatt Securities Best Practices For TCA And Pre-Post Trade Analytics Joe Gawronski President and COO, Rosenblatt Securities Joe Gawronski is the President of Rosenblatt Securities, an agency-only institutional brokerage firm founded in 1979. Headquartered in New York City, the firm represents traditional institutions, quants and portfolio trading customers in all global equity and ETF markets through its trading desk and via direct access to the NYSE floor, a service that it pioneered in the late 1980s. Rosenblatt has [read more] Matt Senecal Managing Director, Head of Business Development, Electronic Trading, UBS Matt Senecal is the Head of Business Development for the Direct Execution team at UBS, the firm’s institutional equities electronic trading business. He is responsible globally for overseeing electronic trading business operations in areas such as algorithmic trading, direct market access, and low-latency trading. Previous to UBS, Mr. Senecal served as the Head of US Equity Connectivity Infrastruc [read more] Evan Young Head of Electronic Execution Services, Scotia Capital Evan Young – Head, Electronic Execution Services, Scotia Capital Evan Young is Head of Electronic Execution Services for Scotia Capital’s Institutional Equity Group. Evan joined Scotia Capital in 2001 to design and develop algorithmic trading systems. He then moved to the Portfolio Trading desk, using the systems he designed to trade equities and multi-asset strategies on behalf of clients. Evan n [read more]

2:20 Networking And Refreshment Break Networking And Refreshment Break

3:40 - 4:40 Invitation Only Buy Side Head Trader Think Tank Jackie Allen, Director, Bank of America Merrill Lynch Lee Morakis, Head of Americas Execution Services Sales, Bank of America Merrill Lynch Kelly Reynolds, Director of Trading, Hillsdale Investment Management Edward J. Smith, SeniorTrader, Pyramis Global Advisors Amanda Van Veen, Equity Trader, Gluskin Sheff & Associates Invitation Only Buy Side Head Trader Think Tank Jackie Allen Director, Bank of America Merrill Lynch Jacqueline Allen is a Director at Bank of America Merrill Lynch Canada, responsible for Execution Services Sales delivering Global, Multi-Asset Electronic Trading solutions to the Canadian marketplace. As a specialist in Canadian market structure and regulatory climate, Jacqueline also markets the firm’s Canadian platform to non-domestic accounts. Jacqueline joined Merrill Lynch in New York in 199 [read more] Lee Morakis Head of Americas Execution Services Sales, Bank of America Merrill Lynch Lee Morakis is head of Americas Execution Services Sales at Bank of America Merrill Lynch, where he is responsible for the institutional sales and execution consulting teams, as well as trading and technology teams that support the electronic execution of equities, ETFs, options and futures across the region. Morakis joined the company in 2005 as head of North American Portfolio and Electronic Tra [read more] Kelly Reynolds Director of Trading, Hillsdale Investment Management Kelly Reynolds, M.Sc., DMS Hillsdale Investment Management - Director of Trading Ms. Reynolds joined Hillsdale in January 2010 where she is responsible for the management, strategy and execution of the Canadian, US and Global trading platforms. Prior to joining Hillsdale, she was the Head Equity Trader at Montrusco Bolton Investments. Ms. Reynolds holds a Master’s Degree in Finance and is the reci [read more] Edward J. Smith SeniorTrader, Pyramis Global Advisors Amanda Van Veen Equity Trader, Gluskin Sheff & Associates Ms Van Veen is an Equity Trader for both Canadian and U.S. Securities. Ms. Van Veen received her Bachelor of Commerce degree from the University Toronto, specializing in Finance. She has also completed the C.S.C. and C.P.H. courses through the Canadian Securities Institute. Ms. Van Veen has been an active member of the Institutional Equity Traders Association for five years and regularly participa [read more]

End of the Day

5:15 Cocktail Reception In the Solutions Zone Cocktail Reception In the Solutions Zone

6:15 Conclusion of Trade Tech Canada, See You Next Year! Conclusion of Trade Tech Canada, See You Next Year!