Main Conference Day Two

BreakfastConcurrent Session 7:45 Breakfast In The Solutions Zone Breakfast Breakfast In The Solutions Zone 8:00 Buy Side Only Hour Concurrent Session This exclusive buyside only session allows you to openly strategize ways to ramp up your desk’s trading performance in an intimate environment free of vendors or media. Learn what works best for the buy side FROM the buy side!

9:00 Chairperson’s Address Tim Thurman, Head of IT, Credit Suisse Chairperson’s Address 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]

9:10 IIROC presentation IIROC presentation

9:45 Gaining A Global Perspective Of How Money Management Is Evolving The advent of the European Union in the mid-1990s catalyzed the continuing convergence of developed economies and markets. This convergence led to a breakdown of traditional alpha sources such as region, country, size and style allocation. This convergence, unlikely to be reversed, puts stock selection at the forefront of alpha generation. Global markets are undergoing the next cycle of integration as emerging markets merge into the mainstream global economy. How does one capitalize on these significant events?

10:20 Assessing Regulatory Changes In The US: How Will Canadian Markets Be Affected? Analyzing current regulations in Canada and how they are affecting equity trading Examine regulatory changes currently affecting the US. Will similar laws come into affect in Canada? Understanding what is coming and how it will change your trading processes and best execution requirements

10:55 Morning Refreshment & Networking Break In The Solutions Zone Morning Refreshment & Networking Break In The Solutions Zone

11:35 Exploring New Trading Opportunities Emerging In Frontier Markets Uncovering how Canada’s buy side is connecting to emerging markets Compare similarities and differences between Canadian trading techniques from the firms

12:05 The Global Competitive Landscape For Exchanges And Alternative Marketplaces What are the long term benefits of multi-marketplaces for investors and participants – what are some of the “unintended consequences”? How has regulation shaped the competitive landscape for marketplaces – the ATS Rules in Canada; Reg. NMS in the US, and MIFID in Europe? Who’s winning and who’s losing – is it a zero-sum game?

12:40 Interactive Workshop: Institutional Equity Brokerage 2011: Assets, Commission Management and Concentration In this session, Laurie reveals the results of TABB Group’s annual study. This equity brokerage study, TABB Group spoke to 60-70 head traders at traditional asset management firms, including most of the largest mutual fund and investment advisory firms in the US. They manage an aggregate $12.1 trillion in AUM. The discussions covered trends in low-touch and high-touch commission rates; the arrival of formal unbundling of execution and research payments; the continued growth in commission management agreements (CSAs), execution-plus pricing and commission ratios and much more.  ***Lunch will be served in this session*****

2:00 TradeTech Canada Concludes TradeTech Canada Concludes