Canadian Security Traders Conference 2012 Presentations

TOOLS OF THE TRADE
19^th Annual Canadian Security Traders Conference
Manoir Saint-Sauveur, Saint-Sauveur, QC
August 16 to 19, 2012

Opening Remarks:

THE EUROPEAN DEBT CRISIS: CAN THE EURO SURVIVE? Dr. Kenneth N. Matziorinis

Opening Address:

Peggy Bowie, Manulife Asset

KEYNOTE ADDRESS:

WHAT ARE THE CHANCES THE TSX MOVES BACK TO OUTPERFORMING THE S&P? Don Coxe, BMO

CANADIAN MARKET STRUCTURE: COMPLEXITY VS. INNOVATION

Greg Mills, Head of Global Equities, RBC Capital Markets

CANADIAN CAPITAL MARKETS: ARE WE BEHIND THE EIGHT BALL?

Jos Schmitt, CEO, Alpha Group

STA UPDATE

Jennifer Setzenfand, VP & Senior Trader, Federated Investors, Inc.

PANEL: HFT's AND SMART ORDER ROUTING

Moderator: Kelly Reynolds, Director of Trading, Hillsdale
Richard Steiner, RBCCM
Adam Striffler, Vice President, Goldman Sachs
Victoria Pinnington, IIROC
Chris Concannon, Principal, Virtu Financial LLC

PANEL: THE TRADER MINDEST: MARKET STRATEGY, PHILOSOPHY AND PSYCHOLOGY

Moderator: James Duncan, SR VP and Director, Canaccord Genuity
Lisa Utasi, Director, Senior Trader, ClearBridge Advisors
Dave Rovelli, Managing Director, Canaccord Genuity

MARKETPLACE REGULATION: TODAY'S FOCUS AND TOMORROW'S CHALLENGES

Maureen Jensen, Executive Director, OSC

PANEL: DARK POOLS

Moderator: Wendy Rudd, IIROC
Rob Pulkys, Head Trader, Highstreet Asset Management
Michael Niejadlik, TMX
Torstein Braaten, CEO & Chief Compliance Officer, Triact Canada
Brett Redfearn, Americas Head of Market Strategy, JP Morgan

CANADA'S EVOLVING PUBLIC CAPITAL MARKETPLACE

Kevan Cowan, President, TMX

TOOLS OF THE TRADE: THE TRADER'S COCKPIT FOR INCREASED PERFORMANCE AND MONITORING RISK

BREAKOUT SESSIONS
Session 1: BUY SIDE ROUNDTABLE

Moderator: Meena Saggar, Senior Trader, BMO Asset Management Inc.

Session 2: SELL SIDE ROUNDTABLE

Moderator: Al Kovacs, Liquidnet

KEYNOTE ADDRESS: NEW ECONOMIC AND FISCAL REALITIES FOR CANADA

Don Drummond, Matthews Fellow and Visiting Scholar, Queen's University

WHAT DO THE TECHNICALS TELL US ABOUT GLOBAL MARKETS WITH INSIGHT TO WHAT TOOLS ARE WORKING

MaryAnn Bartels, MD, BAML

PANEL: MARKET STRUCTURE

Moderator: Brett Redfearn, Americas Head of Market Strategy, JP Morgan
Rupert Fennelly, Managing Director, Head of MSET Sales, Morgan Stanley
Doug Clark, Managing Director of Research, ITG

PANEL: ETF

Moderator: Lou Mouaket, Executive Director, CIBC
Greg Walker, Head of iShares Institutional Business, Blackrock Canada
Mark Raes, BMO Asset Management
Lewis Bateman, MD, Horizons

UPDATE U.S. POLITICAL SITUATION

David Franasiak, Williams & Jensen, PLLC Part 1 Part 2

BREAKOUT SESSIONS
Session 1: RESEARCH

Moderator: Michael Thom, Trader, Genus Capital
Etienne Phaneuf, MD, ITG
David Dwyer, Global Head of Bloomberg Industries,Bloomberg

Session 2: DERIVATIVES

Moderator: Sean Klinkowize, Trading Screen
Oliver Williams, Associate Director, Scotia Capital
Robert Beauregard, CIO, Global Alpha Capital Mgmt Ltd
Ron Hochman, Business Development Manager, TMX ME

PANEL: SENIOR TRADERS SPEAK OUT: THE TRADING ROOM

Moderator: Graham Mackenzie, Executive Director, CIBC
Justin Lord, AIMCO
Richard Kim, MD & Head of Sales Trading, Credit Suisse
Ed Smith, Senior Equity Trader, Pyramis Global Advisors