Buy Side-Only Best Execution Summit

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 “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

10:35 Using A Combination Of Technical, Quantitative, And Fundamental Analysis To Strengthen Your Equity Trading Strategy 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

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 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

3:20 Closing Guest Speaker: Analyzing Canada’s Economic Prospects 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

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