Carol Penhale Principal Cutter Associates

• Identifying reasons for the metamorphosis occurring in the traditional relationship between the buy side and sell side
• Analyzing trade execution technology proliferation amongst the buy side
• Outlining new challenges facing both buyers and sellers of shares in Canada’s marketplace
• Understanding how the dynamics and roles are shifting between the buy side and sell side to align your desk for maximum profitability

Michael Levas Chief Investment Officer and Managing Member Olympian Capital Management LLC

• Counterparty risk is the risk of monetary loss a firm may be exposed to if a counterparty encounters difficulty meeting its obligations.
• Understanding counterparty risk exposure, i.e. Bear Stearns, Lehman, Merrill Lynch, is more critical than ever to the buy side.
• After historic market dislocations and big banks and prime brokers needing bailouts, the buy side is reevaluating their dependence on sell side platforms

Hosted By:

Back by popular demand but newly improved!
How it works: Join your buy side peers for some hands-on debate and strategy defining! You’ll be lead through four different topics during the course of the day as identified by you and your industry peers. One month prior to the event, the TradeTech Canada team will reach out to its speakers, sponsors, and registered attendees to find out what four topics are the most pertinent and timely to ensure you are aligning your desk to source liquidity, maximize technology investments, and overall, achieve best execution. Our four roundtable hosts will rotate to your table throughout the day to ensure you get to network with and learn from each of the equity trading experts. Interested in submitting a topic? Email your suggestion to tradetechca@wbresearch.com.

Jeff Parent Associate Portfolio Manager Quadrexx Asset Management and President Canadian Society of Technical Analysts

• Using technical and quantitative analysis in equity trading investment decisions
• Identifying support and resistance, and visually gauging liquidity potential
• Exploring for profitable patterns

• Examining the current state of ETFs in Canada; where’s the level of liquidity?
  
• Exploring the benefits of ETFs to ensure profit or protection in bear and bull markets
  
• Identifying who is using ETFs and how
  
• Outlining new ETF innovations and products in the pipeline

TradeTech Canada 2008 Welcome Wine & Cheese Reception

You've spent the day debating paths to achieve best execution, now loosen your tie and have some fun! Participate in friendly dialogue with new colleagues and old friends while getting to know better the other equity market leaders you'll be learning from throughout the rest of the conference.