September 10 - 12, 2012
San Francisco, CA

Buy Side-Only Trading Summit

Monday, October 4, 2010

Sponsored by BlockCross, Bloomberg Tradebook, FlexTrade, Jefferies, RBC Capital Markets & Stifel Nicolaus

How often do you get to bounce trading strategies off of your fellow buy side traders? Or get to pick the brains of your peers to learn which trading tools are most useful, and which aren’t worth the time and money?

For over four years now, TradeTech has held an interactive, roundtablefocused Buy Side Only Trading Summit, because you keep telling us this is some of the most valuable time you spend away from your desk. It’s buy-side only in attendance; but we keep changing the day up to make it even more valuable for you. Here’s what’s new and improved this year:

  • During the roundtable discussions you will be grouped into one of the following categories based on your firm type so dialogue is more relevant to your day-to-day and you get to learn from your true peers:
    • Hedge Funds
    • Long-Only Growth Managers
    • Long-Only Value Managers
  • Buy side moderators join roundtable hosts to ensure the most critical buy side issues are addressed, instead of vendor pitching
  • Pre-determined topics most relevant to your trading desk
  • More guest presenters add even more color to the day
8:30 Buy Side-Only Trading Summit Registration & Breakfast
A buy side moderator and roundtable host will guide you and your buy side peers through solution-defining discussion on five different topics. You’ll walk away with a stronger buy side support network (so you know who to ring when you have a challenge to overcome!) and countless strategies to increase the profitability of your trading desk.
9:15 Opening Remarks
No session description available.
9:20 Chairperson’s Address
David Margulies, Head of Electronic Products Group, Weeden & Co.
Chairperson’s Address
DavidMargulies

David Margulies
Head of Electronic Products Group, Weeden & Co.

9:30 Guest Speaker: Exploring Recent Developments In Technical Analysis To Boost The Performance Of Your Equity Trading Strategy
  • Identifying the most recent technical analysis tools embraced by buy and sell side firms
  • How has the use of technical analysis changed in the past ten years;
  • Forecasting the use of technical analysis on the trading desks of the future
  • Examining current trends in the stock market to determine the most profitable trading strategies for your desk
10:10 Guest Speaker: Grading Broker Algorithms – An Impartial Perspective
Based upon her research published in the Journal of Trading, Dr Boni will break down today’s algorithmic trading space and share strategies that buy side traders can use to determine not only which algo to use, but whose algo to use. Don’t miss this unbiased view of the current algorithmic trading landscape to ensure your desk is achieving optimal execution.
10:45 Morning Refreshment & Networking Break hosted by FlexTrade
Morning Refreshment & Networking Break
11:00 Buy Side Roundtables Hosted By BlockCross, Bloomberg Tradebook, Jefferies, RBC Capital Markets & Stifel Nicolaus
Buy Side Roundtables

Sponsored by:


  • BlockCross
  • Bloomberg Tradebook
  • Jefferies
  • RBC Capital Markets

How it works:
Take a seat at one of the following tables:
  • Long-Only Growth Managers
  • Hedge Funds
  • Long-Only Value Managers

A buy side moderator and roundtable host will guide you and your buy side peers through solution-defining discussion on five different topics. You’ll walk away with a stronger buy side support network (so you know who to ring when you have a challenge to overcome!) and countless strategies to increase the profitability of your trading desk.
11:00 Buy Side Roundtable Discussion #1: Sourcing Liquidity
Buy Side Roundtables
Buy Side Roundtable Discussion #1: Sourcing Liquidity
11:35 Buy Side Roundtable Discussion #2: Information Overload: Determining How To Value News And Information That Crosses Your Trading Desk
Buy Side Roundtables
Buy Side Roundtable Discussion #2: Information Overload: Determining How To Value News And Information That Crosses Your Trading Desk
12:05 Buy Side Roundtable Discussion #3: Maintaining Broker Relationships & Commission Management Tracking Solutions
Buy Side Roundtables
Buy Side Roundtable Discussion #3: Maintaining Broker Relationships & Commission Management Tracking Solutions
12:35 Lunch
Lunch
1:25 Buy Side Roundtable Discussion #4: How Trading Desks Are Responding To Regulatory Reform & The Best Execution Process
Buy Side Roundtables
Buy Side Roundtable Discussion #4: How Trading Desks Are Responding To Regulatory Reform & The Best Execution Process
1:55 Buy Side Roundtable Discussion #5: Table-Specific Topic
Buy Side Roundtables
Buy Side Roundtable Discussion #5: Table-Specific Topic
2:25 Afternoon Refreshment & Networking Break hosted by FlexTrade
Afternoon Refreshment & Networking Break
2:40 Roundtable Wrap Up
Buy Side Roundtables
How it works:The roundtable hosts wrap up all the sessions by sharing the most useful solutions identified by each of the 5 discussion groups so you can be sure you don’t miss a single trading strategy to boost the performance of your desk.
2:55 Closing Guest Speakers: Fundamental Vs. Quantitative Trading – A Debate Over The Future Of Trading
Michael Levas of Olympian Capital Management takes on Jay Muthuswamy of Kent State University for a lively debate. Don’t miss this high energy, exciting session that will make you think differently about the future of our industry!
  • Quant, HFT, computer based program trading vs. the fundamental trader: Will computers take over?
  • Are their limits to what computers can be programmed to “know”? Where does the experience and relationships of a live trader add value to the trading process?
  • Examining the current state of trading to determine how computer-driven models and human traders are performing; how will this change in the future?
3:35 Chairperson’s Closing Remarks
David Margulies, Head of Electronic Products Group, Weeden & Co.
Chairperson’s Closing Remarks
DavidMargulies

David Margulies
Head of Electronic Products Group, Weeden & Co.

3:40 Stifel Nicolaus' TradeTech San Francisco 2010 Kickoff Cocktail Reception
You've spent the day debating solutions to overcome liquidity and regulatory challenges; now its time to relax, have fun, and strengthen relationships with your buy side colleagues.
All TradeTech conference attendees are welcome to enjoy this reception!
4:40 Conclusion Of Buy Side-Only Trading Summit
Conclusion Of Buy Side-Only Trading Summit
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