9:00 Breakfast & Buy Side Only Best Execution Summit Registration Breakfast & Buy Side Only Best Execution Summit Registration

9:50 Welcoming Remarks Sara Mueller Executive Director TradeTech North America

10:00 Assessing The Long-Term Impact Of The Financial Crisis On Buy Side Best Execution And Best Practices AnneMarie Ryan, President, AMR Associates “I’ve been in this business for over thirty years and have never seen as much market structure change as we’ve seen in the last year and a half. Most dealers and the buy side are not even aware of these tremendous changes and how it’s going to affect their day-to-day trading operations.” – AnneMarie Ryan, President, AMR Associates Examining how regulatory changes in response to the financial crisis may impact buy side best execution Ensuring that you are informed on how your brokers are routing orders and how you are sourcing liquidity in Canada's fragmented market Outlining why measurement and accountability are becoming more critical; what processes do you need to fulfill your fiduciary responsibility? Reviewing the use of TCA in Canada; how its role will become more important as a result of the recent financial crisis and market structure changes 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, GM [read more]

10:35 Using A Combination Of Technical, Quantitative, And Fundamental Analysis To Strengthen Your Equity Trading Strategy Margaret Samuel, President, CEO, and Portfolio Manager, Enriched Investing Inc. Margaret Samuel has developed a disciplined approach to portfolio management through over 18 years of experience at major institutions across Canada. During this presentation she will share with you her strategy for success so you can maximize your trading opportunities in the current markets as well. Assessing the current market environment to determine factors influencing your portfolio management strategy and trading performance Identifying the benefits and risks of combining technical, quantitative, and fundamental analysis to your trading strategy Structuring technical, quantitative, and fundamental analysis to create the most profitable equity trading strategy for today’s markets 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 deve [read more]

11:10 Morning Refreshment & Networking Break Morning Refreshment & Networking Break

11:25 Interactive Roundtable Discussion #1 How it works: You join a roundtable with your buy side peers. Throughout the the day our roundtable hosts will lead you through a strategic, interactive discussion on three of the most critical, current equity trading topics: Topic A) The Regulatory Impact On The Trading Environment Moderator: AnneMarie Ryan, President, AMR Associates Topic B) News & Data: The Impact Structured News And Data Have On The Trading Environment Moderators: Edward McMahon, Business Development Manager, Dow Jones Joe Cappitelli, Director of Solutions Strategy, Dow Jones Dino Verbrugge, C.A., President, DV Trading Topic C) TBC Moderators: Etienne Phaneuf, Director, Sales and Trading, ITG Canada Corp. Alison Crosthwait, Head of Research, ITG Canada Corp.

12:00 Interactive Roundtable Discussion #2 How it works: You join a roundtable with your buy side peers. Throughout the the day our roundtable hosts will lead you through a strategic, interactive discussion on three of the most critical, current equity trading topics: Topic A) The Regulatory Impact On The Trading Environment Moderator: AnneMarie Ryan, President, AMR Associates Topic B) News & Data: The Impact Structured News And Data Have On The Trading Environment Moderators: Edward McMahon, Business Development Manager, Dow Jones Joe Cappitelli, Director of Solutions Strategy, Dow Jones Dino Verbrugge, C.A., President, DV Trading Topic C) TBC Moderators: Etienne Phaneuf, Director, Sales and Trading, ITG Canada Corp. Alison Crosthwait, Head of Research, ITG Canada Corp.

12:35 Lunch Lunch

1:35 Interactive Roundtable Discussion #3 How it works: You join a roundtable with your buy side peers. Throughout the the day our roundtable hosts will lead you through a strategic, interactive discussion on three of the most critical, current equity trading topics: Topic A) The Regulatory Impact On The Trading Environment Moderator: AnneMarie Ryan, President, AMR Associates Topic B) News & Data: The Impact Structured News And Data Have On The Trading Environment Moderators: Edward McMahon, Business Development Manager, Dow Jones Joe Cappitelli, Director of Solutions Strategy, Dow Jones Dino Verbrugge, C.A., President, DV Trading Topic C) TBC Moderators: Etienne Phaneuf, Director, Sales and Trading, ITG Canada Corp. Alison Crosthwait, Head of Research, ITG Canada Corp.

2:10 Key Strategies Identification Synopsis How it works: The roundtable hosts will wrap-up each session by sharing with the entire audience the most useful solutions identified by each of the four discussion groups, so you can be sure you don’t miss a single trading strategy to boost the performance of your equity trading desk.

2:30 Afternoon Refreshment & Networking Break Afternoon Refreshment & Networking Break

2:45 Identifying The Source Of Returns In Managed Futures To Hedge Your Equity Trading Strategies Rob Koloshuk, Senior Strategist and Director of Trading, Integrated Managed Futures Rob Koloshuk has been working extensively with Professor Kolkiewiez at the University of Waterloo for the past five years to conduct research specific to the managed futures industry. During his presentation, he shares with you the finding of his research, and alternatives to equities trading to profit in the current – or any – market. Analyzing the correlation between equity returns and managed futures returns Outlining the benefits to diversifying your asset classes and equity trading strategy with managed futures Examining the current state of regulation in the managed futures industry to ensure compliance and alleviate client fear Identifying the numerous advantages of managed futures over a passive longonly commodity index 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 composit [read more]

3:20 Closing Guest Speaker: Analyzing Canada’s Economic Prospects Fred Lazar, Associate Professor of Economics, Schulich School of Business, York University During a time when the growth of Canada’s economy is so important, Fred Lazar analyzes current conditions and explains where he sees Canada headed in the near future. He bases his presentation on recent research and over 30 years experience of teaching economics at York University. The Canadian Economy: The next 18 months Determining how Canada’s political outlook and government policies will affect the economic outlook Commodity price trends, the Canadian dollar and the economic outlook Environmental policies in the US (e.g. cap and trade) and the oil sands 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 yearsB.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 yearsNational Post Board of Economists, 1998-2003 Member, Government o [read more]

4:00 Buy Side-Only Summit Concludes Buy Side-Only Summit Concludes