8:15 Breakfast In The Solutions Zone Breakfast In The Solutions Zone

9:00 Chairperson’s Opening Address Andrew Silverman, Managing Director, Global Co-Head, Morgan Stanley Electronic Trading Chairperson’s Opening Address Andrew Silverman Managing Director, Global Co-Head, Morgan Stanley Electronic Trading Andrew Silverman is a Wall Street veteran with over 27 years of experience in cash, algorithmic and electronic trading. He is currently Managing Director and Global Co-head of Morgan Stanley Electronic Trading (MSET). In this role, Andrew oversees sales and distribution for MSET globally, as well as distribution for Morgan Stanley Program Trading domestically.

9:15 KEYNOTE: Looking Ahead In 2010 To Identify The Best Opportunities In Global Equities Robert C Doll, Vice Chairman and Chief Investment Officer of Equities, BlackRock Examining the present state of the global economy; what sort of recovery can the U.S. expect? Analyzing the current condition of the financial markets and its impact on global equities 2010 Outlook: Predicting where the best investment opportunities will be in the next 3, 6, and 9 months Robert C Doll Vice Chairman and Chief Investment Officer of Equities, BlackRock Bob Doll is Vice Chairman and BlackRock's Global Chief Investment Officer for Equities and a member of the BlackRock's Operating and Leadership Committees. Mr. Doll is also the head of the US Large Cap Series equity team and has primary portfolio management responsibility for these products. Mr. Doll's service with the firm dates back to 1999, including his years with Merrill Lynch Investment Mana [read more]

9:55 PANEL: Tapping Into The Minds Of Today’s CTOs/CIOs As They Adapt To The Evolving, Innovative Financial Markets Peter Kelso, Managing Director and Chief Information Officer , DB Advisors and Deutsche Investment Management Americas Marc Rieffel, COO/CTO, WorldQuant Hunter Smith, Chief Technology Officer, Acadian Asset Management Colleen Healy, General Manager, Financial Services, Microsoft’s Financial Services Group As asset managers and investment banks recover from the financial crisis, how are technology projects and budgets being prioritized? Identifying trends in global connectivity solutions and equity trading systems Establishing the necessary skill set of your technology and infrastructure team Forecasting the future of capital markets technology in the United States Peter Kelso Managing Director and Chief Information Officer , DB Advisors and Deutsche Investment Management Americas Marc Rieffel COO/CTO, WorldQuant Ph.D. in CS from California Institute of Technology, dissertation on concurrent particle simulations for aerospace and semiconductor manufacturing applications. Worked at Paracel, acquired by Celera Genomics, from 1998-2004 on hardware and software products for searching large DNA, protein, and textual databases. Worked in finance since 2005, with WorldQuant since its inception in 2007. Hunter Smith Chief Technology Officer, Acadian Asset Management Colleen Healy General Manager, Financial Services, Microsoft’s Financial Services Group As General Manager of Microsoft’s Financial Services Group, Colleen Healy is responsible for the national strategy and execution of the company’s $1 billion business in the financial services industry. Healy is dedicated to positioning Microsoft’s customers and partners in the financial services industry for success through the use of technology and innovation. Healy’s previous role was head of Mi [read more]

10:35 Morning Refreshment Break & Opportunity To Network In The Solutions Zone - Hosted by: Correlix Morning Refreshment Break & Opportunity To Network In The Solutions Zone - Hosted by: Correlix

11:10 PANEL: Trading Global Markets In 2010: Boosting The Performance Of Your Global Equity Trading Desk Ben Batory, Head Trader, Brightpoint Capital Rob Flatley, Global Head of Autobahn Trading, Deutsche Bank Timothy Reilly, Managing Director, Head of Electronic Execution Sales, The Americas, Citi Optimizing clock management and staffing of your global traders by comparing trends in buy and sell side firms Reviewing local exchange and regulation requirements to ensure you are playing by the rules Establishing a disciplined, balance approach to currency management to increase profit and reduce opportunity loss Examining costs associated with trading globally to ensure you achieve maximum profitability in your trading Ben Batory Head Trader, Brightpoint Capital Ben Batory, Head Trader, Brightpoint Capital. As Head Trader for Brightpoint Capital in Miami, FL, Mr. Batory currently trades both international and domestic equities, derivative instruments including futures, swaps and options, and foreign currency. Prior to joining Brightpoint, Mr. Batory spent four years trading international and domestic equities and derivatives for Rockbay Capital, an event- [read more] Rob Flatley Global Head of Autobahn Trading, Deutsche Bank Timothy Reilly Managing Director, Head of Electronic Execution Sales, The Americas, Citi Timothy Reilly is a sixteen year veteran of the electronic trading arena. Tim is a Managing Director at Citigroup Global Markets, Inc. where he manages the Electronic Execution Sales team. His current focus is on delivering Citi's algorithmic trading, crossing network, and smart order routing technology to institutional clients. Tim's previous roles at Citi include Head of US Portfolio Sales Tradi [read more]

11:50 Guest Speaker: The Black Swan And How To Be Its Friend Nassim N. Taleb, Author, The Black Swan About Our Guest Speaker: Nassim N. Taleb is combination of a scholar of risk and model error, literary essayist, and derivatives trader. He is known for a multidisciplinary approach to the role of the high-impact rare event – across economics, philosophy, finance, engineering, and history. He is also known for putting his ideas in practice with his “Black Swan” investment strategy. His current program is to design ways to live in a world we don't quite understand and help "robustify" the world against the Black Swan. Taleb is, among other books and research papers, the author of the NYT Bestseller The Black Swan: The Impact of the Highly Improbable which was voted by The Times as one of the 12 most influential books since WW-II. His books have more than two and a half million copies in print in 31 languages, making him one the most read and most translated essayists. Taleb is currently Distinguished Professor in Risk Engineering at New York University Polytechnic Institute and Principal at Universa Investments. He has an MBA from Wharton and a PhD from the University of Paris. Nassim N. Taleb Author, The Black Swan Nassim N. Taleb is combination of a scholar of risk and model error, literary essayist, and derivatives trader. He is known for a multidisciplinary approach to the role of the high-impact rare event across economics, philosophy, finance, engineering, and history. He is also known for putting his ideas in practice with his "Black Swan" investment strategy. His current program is to design ways to l [read more]

12:50 Lunch Lunch

Track A: Achieving Best ExecutionTrack B: High Frequency Trading 1:50 Chairperson’s Afternoon Address Track A: Achieving Best Execution Chairperson’s Afternoon Address 1:50 Chairperson’s Afternoon Address Track B: High Frequency Trading Chairperson’s Afternoon Address

Track A: Achieving Best ExecutionTrack B: High Frequency Trading 2:00 PANEL: Analyzing Execution Quality To Achieve Best Execution In A Fragmented Market Track A: Achieving Best Execution Steve Peterson, Equity Trader, Texas Teachers Retirement System Jatin Suryawanshi, Managing Director, Head of Global Quant Strategy, Jefferies Examining pre- and post-trade analysis to ensure you are achieving best execution and attaining alpha How are the various interlinkages between exchanges and dark pools impacting execution quality? Measuring algorithmic performance - are historic benchmarks any good in today's markets? Detecting gaming and other predatory behavior during an execution Steve Peterson Equity Trader, Texas Teachers Retirement System Steve Peterson is a US Domestic Equity Trader at the Teachers Retirement System of Texas (TRS). He works closely with transaction cost analysis to help develop execution strategies that will improve the trading desk's performance. Steve joined TRS in January of 2008 and prior to that he spent 12 years as an equity trader on the sell side. Jatin Suryawanshi Managing Director, Head of Global Quant Strategy, Jefferies 2:00 PANEL: The Growth Of Prop Trading Firms: Examining Its Effect On Market Structure And Your Profit Making Opportunities Track B: High Frequency Trading Matthew Gray, CEO and Managing Member, Simplex Investments Andy Kershner, CEO, Kershner Trading Group Andrew Actman, Chief Strategy Officer, Lightspeed Financial, Inc. Determining what has accounted for the rapid growth of prop trading firms in the US and abroad Are prop shops the next place to make big money? Discussing typical compensation and recruitment plans within proprietary trading firms How are prop shops set up? Examining trading operations and bleeding-edge technology used by leading prop trading firms Understanding how prop trading firms are impacting market structure and competing with traditional asset management firms Matthew Gray CEO and Managing Member, Simplex Investments Matt Gray graduated summa cum laude from the University of Wisconsin-Whitewater with a B.A. in Finance. Prior to co-founding Simplex, he excelled in floor trading as a member of the Chicago Board Options Exchange and in electronic trading for various proprietary trading firms. Gray uses his extensive industry experience to lead Simplex in identifying trading opportunities and developing the strate [read more] Andy Kershner CEO, Kershner Trading Group Mr. Kershner has been a trader since 1994. Prior to founding Kershner Trading Group, he was a shareholder in Protrader Securities which accounted for about 1% of the NASDAQ volume when it was sold to Instinet in 2001. KTG has offices in Austin, Texas and Shanghai, China. KTG invests a great amount in their own execution and analysis platforms which their internal traders leverage. Andrew Actman Chief Strategy Officer, Lightspeed Financial, Inc. Mr. Actman has served as Chief Strategy Officer since joining Lightspeed in 2006 as a result of its acquisition of Schonfeld & Company. He currently focuses on the growth and expansion of Lightspeed’s Algorithmic Trading and Trading Group business lines. Previously, Mr. Actman served as CEO for Schonfeld & Company. He joined Schonfeld & Company in August of 2002 and was responsible for [read more]

Track A: Achieving Best ExecutionTrack B: High Frequency Trading 2:40 PANEL: Balancing The Use Of Human Intervention And Electronic Trading Tools To Become The Most Profitable Equity Trader Track A: Achieving Best Execution Craig Jensen, Co-Head of Trading, Armstrong Shaw Associates Joseph Wald, Managing Director, Knight Greg Treacy, Senior Vice President, Head of North American Sales, Neonet Identifying risks, such as gaming and missed liquidity, that can result from overly relying on electronic trading tools in your trading strategy What risks do HFT and/or quant firms face with little human intervention in their trading; how does this impact the market as a whole? Determining when it is in your best interest to use an electronic trading tool and how best to use that tool When must human judgment be exerted? Can human traders better react to news announcements than an algo? Uncovering which trading, human or electronic, leaves a bigger imprint on the market or price movement in specific circumstances Craig Jensen Co-Head of Trading, Armstrong Shaw Associates Craig Jensen is Co- Head of Trading with Armstrong Shaw Associates Inc., located in New Canaan, Connecticut. In addition to overseeing the firms trading operations, he also concentrates on managing compliance, strategic development, and technology. Mr. Jensen joined the firm as a senior trader in 1999 and became Co- Head of Trading in 2004. Prior to joining Armstrong Shaw, Mr. Jensen worked at Ark [read more] Joseph Wald Managing Director, Knight Joseph Wald is a Managing Director at Knight Equity Markets, L.P. and is co-head of Knight's institutional electronic trade execution services. In this role, Mr. Wald oversees strategy, development and implementation of the firm's sophisticated electronic products and services. Mr. Wald joined Knight in 2008 following the firm's acquisition of EdgeTrade, a leading developer of agency-only algorith [read more] Greg Treacy Senior Vice President, Head of North American Sales, Neonet Greg Treacy is Vice Senior President, Head of Sales for the Americas at Neonet Securities, an agency broker providing global execution services and technology solutions. He is responsible for business development, new client acquisition and account management in the U.S. Prior to his move into sales in 2005, Greg was the Head of U.S. Trading for Neonet where he managed the U.S. equity desk, with g [read more] 2:40 PANEL: Aligning Your Trading Strategies To Profit As HFT Expands Track B: High Frequency Trading Matt Samelson, Principal, Woodbine Associates Effi Zakry, Algorithmic Strategist, HAP Capital Shawn Melamed, Founder, President and CTO, Correlix Examining the evolution of High Frequency Trading (HFT) in the U.S. and abroad; what’s accounted for the growth in this trading strategy? Determining the effect HFT has on daily liquidity and volatility levels Addressing recent regulatory changes impacting HFT; how can your desk compete amongst these changes? Identifying different ways to trade that can help you profit in a world of HFT Matt Samelson Principal, Woodbine Associates Matt Samelson is a Principal at Woodbine Associates, LLC, specializing in equity market structure, trading venues, electronic trading, and transaction cost analysis. He brings to the firm a wealth of experience in U.S. and international equity sales and trading, quantitative analysis, consulting, and research. He has in-depth knowledge of trade strategy formulation, algorithmic trading, market str [read more] Effi Zakry Algorithmic Strategist, HAP Capital Ephraim (Effi) Zakry is currently an algorithmic strategist at HAP Capital, a high frequency shop and an options market maker. Prior to joining HAP, Effi was director of execution at WorldQuant. He also spent several years developing trading strategies at Tykhe Capital, where he served as head trader of statistical arbitrage. Effi started his trading career as an options market maker on the floor [read more] Shawn Melamed Founder, President and CTO, Correlix As Founder and President, Shawn Melamed is responsible for the strategic vision, overall management and business leadership of Correlix. Executing Correlix’s aggressive vision includes continual innovation ensuring customer success and providing stakeholder return on investment. With over 10 years of experience in working on enterprise distributed transaction performance problems by monitoring raw [read more]

3:20 Afternoon Refreshment Break & Opportunity To Network In The Solutions Zone - Hosted by: Correlix Afternoon Refreshment Break & Opportunity To Network In The Solutions Zone - Hosted by: Correlix

3:50 PANEL: Real, Hard Numbers: Analyzing Low Latency Technology To Develop The Fastest High Frequency Trading Desk Chris Bartlett, Director, Trading and Trading Technology, Nobilis Capital Donal Byrne, CEO, Corvil Brett Kotch, Research & Development, Liquidnet Emil Van Essen, President, Van Essen Management Futures and Abacus Fund Management Examining technology developments of the past six months to stay up to speed in this innovative, fast-moving marketplace Throwing real, hard numbers at latency: What are your latency levels and how are you achieving it? Analyzing tech issues with your current HFT systems; what solutions can help you overcome these issues? Building in house vs. buying off the shelf: which solution is right for you? Chris Bartlett Director, Trading and Trading Technology, Nobilis Capital Chris Bartlett has 10+ years experience of developing and trading automated systems. He has been on the buy and sell side including JP Morgan, Goldman Sachs and Swiss Bank. Mr Bartlett has researched, developed and traded a broad range of automated trading strategies and is currently at Nobilis Capital focused on high frequency US equities trading. Donal Byrne CEO, Corvil Donal Byrne is leading Corvil's innovation in mathematical and algorithmic-based solutions for ultra-low latency monitoring and management, and optimization of high frequency electronic trading and market data consumption in the capital markets. Donal joined Corvil in 2000 as non-executive chairman and became CEO in 2002, with a mission to build a successful, multinational software company caterin [read more] Brett Kotch Research & Development, Liquidnet Emil Van Essen President, Van Essen Management Futures and Abacus Fund Management Emil has more than 20 years of experience in the futures industry in the United States and Canada. Additionally, he has been a registered Commodity Trading Advisor since 1997. Previous executive positions held by Emil include Director of Quantitative Futures Analysis at REFCO Global Ltd. LLC, Chicago, and the first Director of Managed Futures for the Bank of Montreal, where he also established the [read more]

4:30 Closing Guest Speaker: Trading Triggers - The Secrets to Profitable Trading John Person, President, Nationalfutures.com Examining the methodology of pivot point analysis and how it can be applied to different markets Showing you what to look for when reading candlestick charts and why you should rely on price rather than indicators Discussing how to find certain setups and explaining what triggers a call to trading action Walking you through the various types of stop orders, including when and where to place them Illustrating how back testing your methods can help uncover the strengths and weaknesses of your system John Person President, Nationalfutures.com John Person is a thirty-two year veteran of the Futures and Options trading industry. He is an independent trader, a trading system designer and the author of three nationally and internationally popular trading books published by John Wiley & Sons, Inc. He is also the co-author of the Commodity Traders Almanac series. John helps teach investors how to trade and invest in stocks, futures, opti [read more]

5:10 TradeTech Concludes TradeTech Concludes