Registration and breakfast

Welcoming address: Phil Albinus, Editor, Waters

Keynote address: Frank Loughlin, Co-head of Equity Trading, ALLIANCE BERNSTEIN

CIO/CTO Roundtable Discussion

• How have the priorities for CIOs and CTOs changed as a response to the global credit crisis and the subprime meltdown?
• Where will IT budgets be allocated in 2009?
• Finding the winning mix of resources within the firm including talent recruitment and retention, outsourcing and contractors
• Technological innovation: In which areas should we expect significant advances in new technology over the next couple of years?

Moderator: Phil Albinus, Editor, waters
Susan Certoma, Chief Information Officer, WACHOVIA
Carol Dow, Chief Technology Officer, VANGUARD
Anna Ewing, Chief Information Officer, NASDAQ
Michelle Benvenga, Vice President, IT Investments/Corporate Systems, T. ROWE PRICE

Chairperson’s opening remarks

Chairperson’s opening remarks

Panel Discussion: Mastering low-latency in the management of market data

• Managing low order round trip latency
• Optimizing market data connectivity
• Improving central server scalability and infrastructure
• Hardware accelerators

Moderator: Kevin McPartland, Senior Analyst, TABB GROUP
Richard Croucher, Associate Partner, CITIHUB
Vincent Patrizio, Head of Market Data Services, MERRILL LYNCH
Robert Wallos, Global Head of Market Data Architecture, CITIGROUP
Julien Courbe, Managing Director – Financial Services Technology, BEARINGPOINT
Steve Listhaus, Director, Market Data Services, WACHOVIA

Panel Discussion: Globalization across the Wall Street value chain

• Examining the benefits and costs of offshore outsourcing
• Talent recruitment and retention strategies
• Outsourcing: Determining what capacities to outsource and what to leave in house
• Back, front and middle-office outsourcing
• Overcoming the challenges associated with IT talent recruitment

Moderator: Emily Fraser, News Editor, waters
Edward Caso, Managing Director and Senior Analyst, WACHOVIA
Peter Nag, Head of Global Wealth Management Offshore Initiative, CITIGROUP
Sorin Cismas, Principal – Head of Application Infrastructure Support, BANK OF AMERICA
Ravi Manchi, Principal, WESTWATER CORPORATION
Anindo Dutta, Vice President - Banking & Financial Services, L&T INFOTECH

Morning Break and opportunity to visit the exhibition

Presentation: Achieving the holy grail in cross-asset trading

• Linking the cross-asset trading platform to compliance systems
• Multi-dealer/multi-asset facing that can serve multiple clients
• Achieving a complex, multi-leg, X-asset trading platform

Peter Van Kleef, Principal, LAKEVIEW ARBITRAGE

Presentation: Managing Business Applications to Enable the Agile Enterprise

• Application portfolio inefficiency: understanding the causes and quantifying the costs
• Characteristics of application portfolio assessment and improvement
• A scalable approach to enterprise-wide application modernization
• Business and operational benefits of streamlining applications
  Tim Pacileo, Principal Consultant, COMPASS MANAGEMENT CONSULTING

Panel Discussion: Next generation algorithmic trading

• Algos and accessing dark pools
• Smart order routing
• Operating within asset classes
• The pursuit of alpha
• Achieving low execution cost

Moderator: Luke Flemmer, Managing Director, LAB49
Dmitri Galinov, Director – Advanced Execution Services, CREDIT SUISSE
Rishi Nangalia, Managing Director and Global Head of Business Development, GOLDMAN SACHS
Ali Pichvai, CEO, QUOD FINANCIAL
Young Kang, Global Head of Algorithmic Products, Citi Electronic Execution Services, CITIGROUP

Panel Discussion: Determining the optimal OMS for multi asset class trading

• Finding out which OMS provides the greatest return on investment
• What you need to develop a proprietary OMS system
• Interfacing OMS with other systems including algo trading platforms and accounting

Moderator: Emily Fraser, News Editor, waters
Greg Paredes, Vice President, CREDIT SUISSE
Peter Van Kleef, Principal, LAKEVIEW ARBITRAGE
Raman Kannan, Chief Technology Officer, ROSENBLATT SECURITIES, INC.
Dhiru Patel, Director, Chief Quantitative Strategist, THOMAS WEISEL PARTNERS
Vikas Parikh, Global IT Head - Trading Operations and VMO (Vendor Management Office), GE ASSET MANAGEMENT

Lunch and opportunity to visit the exhibition

Presentation: Liquidity management for the enterprise

• Achieving best execution on known liquidity
• Establishing fair value pricing for liquidity
• Sourcing hidden liquidity
• Dark pools and market fragmentation
• Managing toxic order flow

Young Kang, Global Head of Algorithmic Products, Citi Electronic Execution Services, CITIGROUP

Presentation: Implementing green computing initiatives – how to influence culture and change towards greening IT

• Green initiatives and shareholder value
• Infrastructure and applications that support green computing – virtualization and centralization
• Maximizing data center efficiency
• Business continuity management and leveraging all assets efficiently

Zachary Djimas, Technology Delivery Officer, WACHOVIA

Afternoon break and opportunity to visit the exhibition

Panel Discussion: One size doesn’t fit all: The trend towards bespoke analytics in Transaction Cost Analysis

• The changing needs of banks and the shift to tailored performance reports
• Utilizing new TCA methodologies to increase the value of the investment process
• Aligning trading desk processes with investment goals
  Achieving real-time TCA

Moderator: Matthew Samelson, Senior Analyst, AITE GROUP

Robert Almgren, Founder and Chief Quantitative Officer, QUANTITATIVE BROKERS
Gaurav Mundra, Vice President – Head of Transaction Cost Analysis – Advanced Execution Services, CREDIT SUISSE
Robert Kissell, Head of Quantitative Trading Strategy, JPMORGAN CHASE
David Depew, Managing Director, PUTNAM INVESTMENTS
Ruth Colagiuri, Director, Electronic Trading, MERRILL LYNCH

Panel Discussion: Managing the growth in grid computing

• Outsourcing grid computing components
• Negotiating power limitations
• Leveraging grid for innovative new applications
• Using grid to maximize pricing, trading and derivatives processing capabilities
• Capacity planning – ensuring resources are in place to handle caching, CPUs and data grid
• Defining SLAs for business resources

Moderator: Frank Greco, Independent Consultant

Dipen Mehta, Chief Architect, STANDARD CHARTERED BANK
Sinan Baskan, Director, Financial Markets Solutions, SYBASE, INC
Tony Bishop, Founder & CEO, ADAPTIVITY
Antonio Zurlo, Technology Specialist HPC, MICROSOFT
George G. Chen, Vice President, DEUTSCHE BANK SECURITIES

Plenary Panel: Market structure changes and the globalization of trading

• The impact of emerging markets on trading: Middle East, Latin America and Asia
• New markets and the quest for alpha
• Market structure changes as a result of MiFID

Moderator: Michael Mollemans, Senior Vice President, Head of Electronic Execution Sales, DAIWA SECURITIES AMERICA INC.

Thomas Chippas, Head of Autobahn Equity – North America, DEUTSCHE BANK
Dipen Mehta, Chief Architect, STANDARD CHARTERED BANK
Justin Schack, Vice President – Market Structure Analysis, ROSENBLATT SECURITIES
Larry Scott, President, Global Industries, NESS TECHNOLOGIES
Guy Cirillo, AES Global Channel Sales Manager, Advanced Execution Services, CREDIT SUISSE

Chairman's closing remarks

Cocktail Reception

For speaking opportunities please contact:
Philip Annesley
Tel: +011 44 (0) 20 7004 7564
Email:philip.annesley@incisivemedia.com