TradeTech’s 7th Annual Executive Buy Side Trading Summit

8:30 Buy Side Summit Registration & Breakfast Buy Side Summit Registration & Breakfast

9:15 Opening Remarks Ian McRae Executive Director TradeTech

9:20 Chairperson’s Address Chairperson’s Address

9:40 Following Emotions To Find The Money: Managing Performance Anxiety And The Need To Be Right In An Environment Of Uncertainty Andrew Menaker, Clinical Psychologist, Founder, Andrew Menaker, LLC The effects of performance anxiety on financial decision making Competing in an environment of uncertainty How the brain operates in high pressure situations Using psychology as a risk management tool and financial performance enhancer Andrew Menaker Clinical Psychologist, Founder, Andrew Menaker, LLC

10:20 Buy Side Roundtable Discussion #1 Bill Bell, Head of Equities Electronic Trading Distribution, Barclays Capital Anthony Pallone, Head of Electronic Trading Distribution, Americas, Barclays Capital Alan Polo, Managing Director, ITG Chris Ross, Managing Director, ITG Interactive Buy Side Discussions When was the last time you sat at a table with 10 other buy side traders facing similar challenges as you? How valuable is it to pick your peers’ brains and understand how they are playing the market and optimizing the performance of their trading desks? The interactive nature of our roundtable discussions ensure you are able to ask those burning questions you don’t have the answer to yet. You get new ideas and fresh perspectives from traders trading the same style as you.Moderators for the buy side roundtables include: Bill Bell Head of Equities Electronic Trading Distribution, Barclays Capital Anthony Pallone Head of Electronic Trading Distribution, Americas, Barclays Capital Alan Polo Managing Director, ITG Alan Polo is a Managing Director in the Global Electronic Sales Team at ITG. His responsibilities include the promotion of ITG’s products and services throughout existing and prospective clients of the firm. He covers over 30 active trading accounts of which a number of them are core relationships. Alan has been with ITG since October 2008 and previously from early 2003 through 2006. In the two ye [read more] Chris Ross Managing Director, ITG

10:50 Morning Refreshment & Networking Break Morning Refreshment & Networking Brea

11:20 Buy Side Roundtable Discussion #2 Sample Focus Areas Include: How Does Evolving Market Structure Impact the Buy Side?

11:50 Buy Side Roundtable Discussion #3 Sample Focus Areas Include: What Order Routing Strategies Work Most Effectively in Today’s Market? Examining Buy Side Implementation of Cost Analysis in 2013

12:20 Lunch Lunch

1:30 Buy Side Roundtable Discussion #4: Investor Confidence In 2013-2014 Buy Side Roundtable Discussion #4: Investor Confidence In 2013-2014

2:00 Buy Side Roundtable Discussion #5 Sample Focus Areas Include: How Can Larger Firms Manage Order Handling Restrictions? How Are Traders Maximizing the Value Out of Their Sell Side Partnerships?

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

3:00 Buy Side Roundtable Discussion #6 Sample Focus Areas Include: What Are the Best Strategies to Avoid Toxic Order Flow?

3:30 Buy Side Panel Discussion: Testing Algo And Smart Order Routing Configurations To Provide The Most Accurate Snapshot Of Your Performance Gordon Gary, Head Trader, Philadelphia International Advisors, LP Christopher Willox, Director of Trading, Fenimore Asset Management If would be wonderful if traders could pop the hoods on their algos and trading tools to see how they really operate. Unfortunately, the only way to truly get a sense of your performance is to test a wide variety of algo and smart order routing configurations. This panel will save you a lot of time as the participants share insight into what they’ve discovered by tweaking their trading systems. Understanding the impact of algo and SRO configurations on generating alpha Determining how your order is actually being represented in the market and the impact on your trading performance Streamlining your desk by establishing the proper number of algo tools needed based on your trading style and objectives Reality Check: What are the best true indicators of success? Implementing changes based on your findings to improve your trade performance Gordon Gary Head Trader, Philadelphia International Advisors, LP Christopher Willox Director of Trading, Fenimore Asset Management

4:10 Goldman Sachs Craft Beer Tasting Welcome Reception Join us at the closing of TradeTech’s Buy Side Day for some “brews & bites”. Each station will feature a different microbrew variety, including, Wheat, IPA, Stout, Lager, Pale Ale and Cider – all paired with your favorite comfort foods.