Susan Webb Dreyfus Managing Principal First Atlas Capital And Appomattox Financial

• Outlining the variables critical to analyzing the effectiveness of your current or potential multi-asset derivative systems
• Looking at different asset classes and derivative instruments; identifying strategy-dependant variables to consider
• Identifying system inefficiencies that increase risk in derivatives trading; what steps can you to take to avoid this risk?
• Setting benchmarks for the performance of your derivative trading systems to ensure minimal risk and the greatest ROI

	John Peter Lee Chief Technology Officer AM Investment Partners
	John Jay Senior Analyst The Aite Group

• Assessing cost, usability, and scalability of off-the-shelf platforms and how to integrate them into your current system
• Ensuring all your systems are talking to each other by converting internal language to the language of external systems
  • Determining the benefits of converting language in-house vs. having an entity construct the transformation for you
• Establishing proper data-warehousing to produce integrative reports on daily positions for your traders and portfolio managers
• Measuring the success of your automation to further increase cost savings efficiencies

Alfred Mukunya Senior Managing Director PFM Asset Management

• Personnel is key: Getting the right people involved with your derivative platform implementation project
• Identifying the necessary pieces of your derivatives platform to ensure maximum usability and connection to The Street
• To build or to buy: Deciding on systems and add-ons that fit your derivative trading requirements and budget
• Getting greatest ROI: keeping this challenge front-of-mind throughout your entire development and implementation process

TradeTech Derivatives’ Interactive Roundtable Discussions provide a unique opportunity for you to exchange ideas and strategies with your buy side peers. Uncover the steps to buy or build your best derivatives OMS, investigate portfolio and risk management system integration, and examine other ways to create efficiency and high ROI in your electronic derivatives trading. Specific roundtable topics will be identified by the TradeTech Derivatives 2008 Advisory Board and speakers about one month prior to the event to ensure the most current, pressing buy side issues. While these four roundtable discussions are exclusive to the buy side, there are limited seats available. Secure your participation by registering for this summit today.

• Developing and OMS system that effectively links to your middle and back offices
  
• Integrating your technology with the appropriate solutions to enable STP of OTC derivatives
  
• Analyzing documentation and manual processing inefficiencies and how technology can aid in reducing error and time of OTC derivatives processing
  
• Examining settlement processes and the benefits of standardization; is their potential for the industry to move towards a standardized settlement process?

Joseph Masri Head of Investment Risk Management Barclays Global Investors

• Identifying opportunities in your portfolio for greater risk management via derivatives
• Evaluating the best ways to measure risk in each asset class and investment strategy
• Linking your risk management system to your trading, portfolio management, and other systems for seamless information transfer
• Analyzing the results of your risk measurement and management systems to ensure maximum risk management in the long run