TradeTech Emerging Markets Agenda

08:30 Registration and Refreshments Registration and Refreshments

9:20 Address by the conference chair Paul Bowes, Head of Exchange Traded Instruments EMEA, Thomson Reuters Address by the conference chair Paul Bowes Head of Exchange Traded Instruments EMEA, Thomson Reuters Paul Bowes is currently Head of Exchange Traded Instruments in EMEA for Thomson Reuters. Paul and his team are responsible for the Thomson Reuters business activities targeting equity and equity derivative sales and trading professionals. Paul has lived and worked in Toronto, New York and London. Paul was previously responsible for the company’s strategic relationships with the world’s largest exc [read more]

9:30 Keynote Presentation: Trading on EM Convergence Simon Quijano-Evans, Head of Research and Chief Economist EMEA, ING • Ratings agencies took time to “recognise” the improved relative dynamics in EM vs. DM • With the fiscal picture in EM looking better, there is plenty more room for convergence • Can EMEA live up to the challenge of being so close, yet so different to the Eurozone? Simon Quijano-Evans Head of Research and Chief Economist EMEA, ING Simon Quijano-Evans has been working in the area of EM since the mid-1990s. He worked for the Thai Ministry of Industry in FDI promotion, at UniCredit as Director, EEMEA Economics & FI/FX Strategy, and headed the EMEA Economics & Strategy at Credit Agricole Cheuvreux until April 2011, when he moved to ING where he is now EMEA Chief Economist and Head of Research. Si [read more]

10:00 Keynote panel: Unlocking global EM liquidity from your trading desk Seth Freeman, CEO, EM Capital Management LLC Carlos J.Hernandez, Head of Trading Technologies, Interacciones Casa de Bolsa (Mexico) Sam Atkins, Director, Head of Electronic Trading Product Development , Renaissance Capital Evaluating emerging markets on their technological readiness: To what extent is DMA a possibility? Is it possible to have sponsored or naked access? Which markets are suitable for collocation, and HFT strategies? Are your current systems and platforms sufficient, or do you need to invest in upgrades? What is the true state of connectivity with EM region exchanges and how should that influence your strategies? Assessing the potential for algorithmic execution – is it a market reality? Are current algos suitable for EM execution or do you need tailored strategies to suit each country or region? Highlighting risks in the execution landscapes of Emerging markets: as bourses position themselves for algo and HFT trading, and MTFs aim to offer EM access, will the fragmentation and increased volatility seen in Europe also arise in the EM context? Identifying the opportunities presented by EM exchange deals such as the BRICs alliance, the ASEAN exchange network, or the LatAm initiatives (MILA) and how best to take advantage Seth Freeman CEO, EM Capital Management LLC Seth R. Freeman is the CEO and Chief Investment Officer of EM Capital Management, LLC, the independent emerging and frontier markets asset management firm. Headquartered in San Francisco the firm has presence in New Delhi, Ho Chi Minh City, Hong Kong, Shenzhen, New York and Washington, D.C. Seth has over 25 years experience in emerging and frontier markets investment strategies and asset managemen [read more] Carlos J.Hernandez Head of Trading Technologies, Interacciones Casa de Bolsa (Mexico) Sam Atkins Director, Head of Electronic Trading Product Development , Renaissance Capital Sam Atkins, Director, Head of Electronic Trading Product Development at Renaissance Capital, based in London. Mr. Atkins joined Renaissance Capital in 2011 and has been focusing on building and implementing a low-latency trading infrastructure for our systematic trading clients in Russia and worldwide. Prior to this he worked at Goldman Sachs, where he held various positions in London and Frankfur [read more]

11:00 Networking and Morning Refreshments Networking and Morning Refreshments

11:30 Poland – Discover how to access a world of new opportunities Bartosz Świdziński, Chief Specialist in Market Development Department, Business Network Development, Warsaw Stock Exchange Marcin Truchanowicz , Managing Director, KDPW_CCP Andrea Ferancova, Partner, Wood & Company Poland is the CEEs largest economy, and the only European economy that exhibited growth throughout the crisis. Discover how the region’s bourse, depository / CCP and brokers are working hard to make accessing liquidity easy: • Assessing the business opportunities and forecasting future prospects • Evaluating the accessibility of Polish capital markets • Exploring remote clearing and CCP – revealing the post trade landscape in Poland • Reviewing latest regulatory market changes - what is new for 2012 • Revealing innovations by WSE to respond to the demands of investors  Panel leader:  Bartosz Świdziński, Chief Specialist in Market Development Department, Business Network Development, Warsaw Stock Exchange Bartosz Świdziński Chief Specialist in Market Development Department, Business Network Development, Warsaw Stock Exchange Bartosz Świdziński is Chief Specialist in Market Development Department, Business Network Development at the Warsaw Stock Exchange. He is responsible for on-boarding new exchange members, developing and maintaining relations with WSE’s business partners including exchange members, ISVs and widely understood buy side, both domestic and foreign. Bartosz works on many business initiatives and project [read more] Marcin Truchanowicz Managing Director, KDPW_CCP Marcin Truchanowicz has several years of experience in the capital market. A representative of Polish CCP in working groups of the European Association of Clearing Houses (EACH) and the international organization of clearing houses CCP12. Andrea Ferancova Partner, Wood & Company Andrea is Partner, Co-owner and member of Board of Directors. She joined WOOD & Co in 1995 and headed the Equities business over 11 years. Under her guidance, WOOD & Co became the largest independent brokerage and research house in CEE, raising its market share of the Czech Equity market from 5 % to a market-leading 25 . Instrumental in WOOD & Co’s e [read more]

12:15 Proven strategies to trade successfully in Russia Denis Svechnikov, Head of Client Relations and DMA Sales, URALSIB Capital Vladimir Kurlyandchik, Business Development Director, ARQA Technologies Vahan Vardanian, Managing IT Director, MICEX-RTS Tim Bevan, Director, DMA Sales, Otkritie Securities Stas Surikov, Head of Prime Brokerage & Electronic Trading, BCS Financial Group Moscow is keen to take advantage of the uncertainty in the established financial centres of the world and position Russia as a serious player on the global stage in terms of capital markets – this session will lay bare initiatives to enhance trading in Russia’s markets and reveal optimal strategies for trading equities and derivatives Assessing the push by Russia to become a more attractive destination for foreign capital. What are the most significant initiatives, what is the impact on market structure, and do the meet the objectives of appealing to the European buy side? Evaluating the impact of the RTS / Micex merger on market structure; how will trading and settlement be affected, and how will international investors benefit? Clarifying the merger plans and timelines Detailing the specifics behind the vision of RTS / Micex with regards to technology, access and services Outlining the plans for clearing and settlement arrangements and how they will be achieved Revealing algo strategies and risk management tools that work for the Russian market Overcoming current challenges of clearing and settlement Denis Svechnikov Head of Client Relations and DMA Sales, URALSIB Capital Denis Svechnikov joined URALSIB Capital Financial Services as head of Client Relations and DMA sales team in March 2011. Before joining URALSIB, Svechnikov was in charge of the MICEX’s Client Center’s sales and marketing, where he was responsible for expanding and strengthening relationships with existing customers and promoting new products and services. Prior to this, Svechnikov worked as a seni [read more] Vladimir Kurlyandchik Business Development Director, ARQA Technologies Following his graduation from the Novosibirsk State University Vladimir started working in the Technical Directorate of the Siberian Interbank Currency Exchange. Soon he was a leading software developer and later became the head of the Software Department. Working at the Exchange Vladimir acquired a vast experience of creating trading platforms for various assets - currencies, bonds, futures and s [read more] Vahan Vardanian Managing IT Director, MICEX-RTS Vahan Vardanian graduated from the Faculty of Computer Science of the Armenian State Engineering University and completed the AMP program at Harvard Business School. He holds an MBA, which he received at Bentley University (Boston, USA). From 2004 to 2011, Vahan Vardanian worked for Renaissance Capital. Since 2005, he headed Renaissance Capital’s IT organization, holding the position of Managing D [read more] Tim Bevan Director, DMA Sales, Otkritie Securities Stas Surikov Head of Prime Brokerage & Electronic Trading, BCS Financial Group Stas Surikov is Head of Prime Brokerage & Electronic Trading, BCS Financial Group Born on 25 April 1979 in Moscow. A graduate of the Moscow State Academy of Instrument Engineering and Computer Science. Before joining BCS team, Stas worked for 14 years for Renaissance Capital, which gave him wide experience in Russian and European financial markets. During that time he rose from jun [read more]

13:15 Lunch and Networking Lunch and Networking

14:30 Evaluating opportunities in Brazil as the gateway to the Latin world Evaluating opportunities in Brazil Rebecca Healey, Senior Analyst, Tabb Group Alvaro Augusto F. Vidigal, CEO, SOCOPA Alexandre Artmann, CEO, Tradewire Securities • Uncovering the region’s market structure and regulatory framework – does it favour the European trader? • Market competitiveness in the spotlight – how MTFs targeting Brazil could impact the market, including the cost of trading • Clearing and settlement in Brazil • Establishing the technological readiness of the Brazilian exchange • Optimum strategies to connect and trade with Brazil – how a local partner can help Chaired by: Rebecca Healey Rebecca Healey Senior Analyst, Tabb Group Rebecca joined TABB Group in March 2011, bringing more than 15 years’ experience in e-trading and financial services. Rebecca has held various sales and trading positions with Bankers Trust, Goldman Sachs, and most recently Credit Suisse, where as Vice President she was instrumental in launching the successful AES product to hedge funds from its inception in 2002 until 2008. Prior to this she was [read more] Alvaro Augusto F. Vidigal CEO, SOCOPA Alvaro Augusto F. Vidigal, graduated in business administration in Seton hall University of New York. Working in the Brazilian financial market since 1992 , Mr. Vidigal is partner of Banco Paulista and managing director of its broker dealer SOCOPA. Mr. Vidigal has been the pioneer of the stock loaning industry in Brazil since its opening in 1996, participating actively of its regulatory issues. Mr [read more] Alexandre Artmann CEO, Tradewire Securities

15:15 Connect and Trade Mexico Miranda Mizen, Director of Equities Research , Tabb Group Carlos Quevedo, CNBV, Berenice Corral, VP Business Development & Marketing, BMV Group Alfredo Guillen, Director Transactional Services, BMV Group Daniel Somuano, Managing Director, Grupo Interacciones Simon Hacke, Global Head of Electronic Trading, BBVA • Highlighting DMA possibilities and sponsored access to the Mexican markets; how European buy side can take advantage • Evaluating connectivity and technology on the Mexican bourse and what strategies are possible as a result • Clarifying regulatory concerns for the buy side trader • Finding your trading partner in Mexico – who can offer the best access to overseas investors? Chaired by: Miranda Mizen Welcome remarks: Berenice Corral, VP Business Development & Marketing, BMV Group Miranda Mizen Director of Equities Research , Tabb Group Miranda is a principal at TABB Group, the research and strategic advisory company focused on capital markets. She joined TABB Group in March 2008, bringing more than 20 years’ experience in the equity trading, product management, and product strategy arenas. Prior to TABB Group, she held senior positions at the American Stock Exchange, TowerGroup, Instinet and S.G. Warburg (now UBS), which she joi [read more] Carlos Quevedo CNBV, Carlos Quevedo has worked for more than a decade with the National Banking and Securities Commission, where he has held different positions, including advisor to the Vice President, under director and director of issuers, and General Director of Market Supervision. Mr. Quevedo has served as Vice-president for Securities Market Supervision since November 2007, having the responsibilities of the aut [read more] Berenice Corral VP Business Development & Marketing, BMV Group Alfredo Guillen Director Transactional Services, BMV Group Daniel Somuano Managing Director, Grupo Interacciones Simon Hacke Global Head of Electronic Trading, BBVA

16:00 Networking and Afternoon Refreshments Networking and Afternoon Refreshments

16:30 Partner selection in focus: finding the right broker for your EM needs Hendrik Klein, CEO, Da Vinci Invest Adam Majerowski, Head of Dealing, BZ WBK Asset Management SA Alex Gracian, Head of Trading, Gulf International Bank Miranda Mizen, Director of Equities Research , Tabb Group Do local / regional brokers offer better market insight than a multinational? Do the benefits of a multinational partner outweigh those over an ‘in-country’ partner? This essential panel will allow you to evaluate the options and make the right broker choice. • Identifying the trading partner you need to successfully navigate emerging markets; what selection criteria should you be using? • Do local specialists offer greater insight than global giants? • Do the traditional benefits of a tier 1 trading partner (DMA, Algos and best execution) still offer value when accessing Ems? • How can brokers best add value to a client seeking EM access? • Is there a way you can get the best of both worlds? Hendrik Klein CEO, Da Vinci Invest Hendrik Klein is an expert in Relative Value Strategies, alternative investments and the Head Portfolio Manager since 2004 at Da Vinci Invest Ltd, a independent asset manager, based in Zurich, Switzerland, which runs their own successful Relative Value hedge fund as well. He started his career as a derivatives trader at MTH Midas Trading House from 1996 to 1997, which became the largest trader on [read more] Adam Majerowski Head of Dealing, BZ WBK Asset Management SA Adam is Head of Dealing for global order execution on equities in BZWBK Asset Management SA. He joined the company in 2004. BZWBK Asset Management SA one of the largest asset management companies in Poland. It manages assets of mutual funds and individual portfolios. BZWBK AM mainly invests in CEE equities. Adam is also responsible for development of trading process (trading tools, counterparties, [read more] Alex Gracian Head of Trading, Gulf International Bank Alex Gracian is Head of Equity Portfolios at Gulf International Bank. He has over seventeen years experience in financial markets with a focus on quantitative portfolio management. Prior to joining GIB Alex spent five years at TRW Pension Fund as Head of Quantitative and Index Trading. Alex has also worked at Deutsche Bank, Lehman Brothers and Yamachi International. Miranda Mizen Director of Equities Research , Tabb Group Miranda is a principal at TABB Group, the research and strategic advisory company focused on capital markets. She joined TABB Group in March 2008, bringing more than 20 years’ experience in the equity trading, product management, and product strategy arenas. Prior to TABB Group, she held senior positions at the American Stock Exchange, TowerGroup, Instinet and S.G. Warburg (now UBS), which she joi [read more]

17:15 The future for emerging market trading Rebecca Healey, Senior Analyst, Tabb Group This panel will review the main points of the day, and look to the future of emerging market trading to assess the opportunities presented by developments in technology, regulation and market structure. A great chance to re-cap on key talking points before the networking reception with your peers and colleagues. Rebecca Healey Senior Analyst, Tabb Group Rebecca joined TABB Group in March 2011, bringing more than 15 years’ experience in e-trading and financial services. Rebecca has held various sales and trading positions with Bankers Trust, Goldman Sachs, and most recently Credit Suisse, where as Vice President she was instrumental in launching the successful AES product to hedge funds from its inception in 2002 until 2008. Prior to this she was [read more]

17:30 Conference close – networking reception Conference close – networking reception