Full Agenda - December, 7th, NYC

8.30am Registration and breakfast

9.00am Welcome Address

Phil Albinus, Editor, waters

9.10am Executive Address

Vivek Ranadivé , Chairman and CEO, TIBCO

9.25am *Industry Address*

Peter Kelso, Managing Director, CIO DB Advisors, DEUTSCHE ASSET MANAGEMENT
9.40am Plenary Address

Sinan Baskan, Director of Business Development for Financial Services Industry, SYBASE, INC.

10.00am CIO/CTO Roundtable Discussion

  • What are the priorities and strategies for CIOs and CTOs in 2010
  • Allocating your IT budgets: Analyzing the trade-off between reducing costs and investing in new initiatives
  • Aligning your business goals with your technology strategy
  • Managing regulatory changes
  • Looking beyond 2010: What is the business plan for the next 3 years?

Moderator: Phil Albinus, Editor, waters
Peter Ahrens, Managing Director, CTO of Global Technology Infrastructure, JPMORGAN CHASE
Rick Berk, Partner and CIO, BROWN BROTHERS HARRIMAN
Subhra Bose, CIO, Alternative Investments IT, CREDIT SUISSE
Peter Kelso, Managing Director, CIO DB Advisors, DEUTSCHE ASSET MANAGEMENT
Paolo Aloe, Vice President, Equities Technology, GOLDMAN SACHS

10.50am Morning break

STREAM 1

STREAM 2

On the trading floor: How business exploits technology without breaking the bank

Behing the scenes: Cloud computing, trading architecture, outsourcing and consolidation

11.20am Chairperson's opening remarks:

Steve Godfrey, Head of Global Foreign Exchange eSolutions, BANK OF AMERICA MERRILL LYNCH

11.20am Chairperson's opening remarks:

Tsvi Gal, General Partner, EXIGEN CAPITAL PRIVATE EQUITY

11.25am Presentation

Customizing your analytics to enhance your Transaction Cost Analysis

  • Tailoring your OMS & EMS platform: Is a hybrid a solution?
  • Measuring your trade lifecycle in real time
  • Exploiting Complex Event Processing
  • Customizing performance reports
  • Next generation analytics: Dealing with the data explosion

Robert Kissell, Head of Quantitative Trading Strategy, JPMORGAN CHASE

11.25am Presentation

Risk management and regulatory compliance in 2010 and beyond: Are you prepared?

  • Key issues and emerging trends in risk and compliance impacting capital markets
  • Industry estimates on Risk Management spending over next few years
  • Best-practices and technologies for implementing integrated risk management and compliance measures
  • Leveraging technologies such as Business Rule Management System (BRMS) to overcome process silos

Dushyant Shahrawat, Senior Research Director, TOWERGROUP
Maneeza Malik, Industry Practice Leader, Financial Services, IBM WEBSPHERE ILOG SOFTWARE

12.00pm Panel Discussion

Diversifying your trade basket: Automating your cross- and multi-asset class trading platform

  • Supporting cross-asset class trading: Are the systems in place adequate?
  • How compatible are equity systems with OTC trading?
  • Customizing algorithms across diverse asset classes
  • Standardization for multi-asset class trading
  • Overcoming data integration and analytical challenges

Moderator: Vikas Parikh, Director – IT Trading Operations and Vendor Management Office, GE ASSET MANAGEMENT
Sinan Baskan, Director of Business Development for Financial Services Industry, SYBASE, INC.
Meaghan Dugan, Head of Electronic Options Products, BANK OF AMERICA MERRILL LYNCH
Greg Paredes, Vice President, CREDIT SUISSE
Michael Rude, Vice President, Electronic Trading Global Listed Derivatives Product Development, GOLDMAN SACHS

12.00pm Panel Discussion

Effective HPC Strategies: Cutting costs and increasing efficiency in your current technology infrastructure

  • How much improvement can be gained from re-configuring your existing systems?
  • Achieving efficiency from the current systems without jeopardizing future business performance
  • Making the most out of your grid
    Scavenging under-utilized assets
  • The outsourcing decision: Determining what to sustain and what to relocate

Moderator: Mohammad Ayach, Information Technology Officer, ORBIMED ADVISORS LLC
BJ Fesq, Senior Vice President, Technology Fellow, BANK OF AMERICA
Jacob Hall, Innovation Wrangler, WELLS FARGO
Michael Speranza, Senior Vice President of Global Product Management, IPC
Antonio Zurlo, Technology Specialist HPC, MICROSOFT

12.50pm Lunch break

1.50pm Panel Discussion

Digesting your data: Ensuring your data management strategies meet your e-commerce needs

  • Low latency architecture for performance and connectivity
  • Exploring the exponential growth in data volumes
  • Getting smarter with data mining
  • Scalability and capacity planning: Are you prepared?
  • Overcoming the data challenges: Standardization of data to increase
    trade efficiency

Moderator: Luke Flemmer, Managing Director, LAB49
Scott Atwell, Manager FIX Trading and Connectivity, AMERICAN CENTURY
INVESTMENTS & Co-chair of Global Steering Committee, FIX PROTOCOL LTD
Robert Nagle, Vice President of Software Development, INTERSYSTEMS
Jean-Marc Orlando, Global Head of e-FX, BNP PARIBAS
Dmitry Zaslavsky, Director, CREDIT SUISSE

1.50pm Panel Discussion

Taking a trip on the cloud expedition

  • Virtualization and cloud: Just a marketing hype?
  • Using virtualization technology to power your cloud
  • Ensuring an effective HPC strategy
  • Are all applications safe in an external cloud?
  • Low latency clouds and processing real-time data
  • Overcoming the security issues

Moderator:Michael Ryan, Senior Architect, BANK OF AMERICA
George G. Chen, Director, DEUTSCHE BANK
Jason Choy, Director of High Performance Compute Backbone, JPMORGAN CHASE
David Freund, Corporate Virtual Architect, EMC CORPORATION
Kaushik Ray, Practice Head for Infrastructure Optimization, North America, TATA CONSULTANCY SERVICES

2.40pm Presentation

Advances in electronic portfolio trading using state of the art algorithms

  • Executing portfolio trading: Improving your capabilities
  • Accomplishing bespoke portfolio analysis
  • Calculating correlations across asset classes
  • Next generation algorithms in electronic portfolio trading

Mark Eisner, Head of Portfolio Trading Business Development, GOLDMAN SACHS ELECTRONIC TRADING

2.40pm Presentation

Data Center 2.0

  • Enhancing capacity capabilities
  • Keeping your datacenter cool
  • Examining the latest advances in remote data centers
  • Evolution of your data center: Ensuring scalability to meet future demands


Barry Novick,
Global Data Center Manager, BLACKROCK

3.10pm Afternoon break

3.40pm Panel Discussion

Stepping up real-time front office risk management

  • Learning from the past to mitigate risk
  • Integrating proactive risk management strategies into your daily activities
  • Incorporating Complex Event Processing across front-to-back
  • Achieving a holistic view of risk management: Integrating
    information from each silo
  • Anticipating the uncertainties of tomorrow

Moderator: Elliot Noma, Managing Director, GARRETT ASSET MANAGEMENT, Senior Risk Consultant, ASSET ALLIANCE CORPORATION
Walid Albeltagy, Vice President, Debt Risk IT, DEUTSCHE BANK
Marc Baumslag, Global Head of Risk IT, UBS

3.40pm Presentation

Merger mania: Real-life lessons

  • Establishing what to consolidate and merge in your infrastructure
  • Integrating your data, staff and culture
  • Looking at the benefits of streamlining your applications
  • Vendor management challenges

Susan Certoma, Former CIO, WACHOVIA

4.30pm Plenary Panel

A new world order in capital markets: Opportunities and challenges facing surviving and emerging participants

  • Who are the new players and how has the market landscape evolved?
  • Understanding the different trading and technology demands of market participants
  • Regulating the OTC derivatives market
  • Exploiting opportunities: How to survive and thrive in the new trading environment

Moderator: Phil Albinus, Editor, waters
Srinivas Bangarbale, Assistant Director, US SECURITIES & EXCHANGE COMMISSION
Benjamin Blander, Head of Tactical Trading, CITADEL INVESTMENT GROUP, LLC.
Thomas Chippas, Head of Autobahn Equity – North America, DEUTSCHE BANK
Dmitri Galinov, Director and Head of Liquid Strategy, Advanced Execution Services, CREDIT SUISSE
James Wallin, Senior Vice President, ALLIANCE BERNSTEIN

5.30pm Cocktail reception

    Download brochure
    watersusacover
    Principal Sponsor
    Presentation
    Lead Sponsor
    Panel Sponsors
    Co-Sponsors
    Associate Sponsor