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TRADING: From Challenges to Opportunities
18th Annual Canadian Security Traders Conference
Westin Ottawa, Ottawa, ON
August 18 to 21, 2011
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Preliminary Schedule
Sessions are scheduled to take place in the Confederation Ballroom, unless otherwise noted.
**Disclaimer: All remarks and comments made by speakers are off the record
***Disclaimer: Closed to Media.
| THURSDAY, AUGUST 18, 2011 |
| 3:00 pm - 7:00 pm |
EARLY REGISTRATION |
| 6:00 pm - 10:00 pm |
VENDOR
FAIR |
WELCOME RECEPTION & VENDOR FAIR |
| 7:30 pm - 8:30 pm |
OPENING REMARKS
Deputy Governor Timothy Lane, Bank of Canada*** |
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| FRIDAY, AUGUST 19, 2011 |
| 7:00 am - 4:00 pm |
REGISTRATION |
| 7:00 am - 8:00 am |
VENDOR
FAIR |
CONTINENTAL BREAKFAST |
| 8:00 am - 8:15 am |
CONFERENCE MODERATOR: OPENING ADDRESS
Moderator: Doug Clark, ITG |
| 8:15 am - 8:55 am |
LOOKING INTO THE FUTURE
Jos Schmitt, Alpha |
| 8:55 am - 9:40 am |
TRADING IN THE 21ST CENTURY
Moderator: Doug Clark, ITG
Speakers: Peter Haynes, TD Securities
Eric Stockland, Getco |
| 9:40 am - 10:25 am |
PORTFOLIO MANAGERS & HOW TRADERS CAN ADD VALUE
Moderator: Mike Thom, Genus Capital
Panelists: Peter Hodson, Sprott Asset Management
Brian Huen, Red Sky
Pat McHugh, Manulife Asset Management |
| 10:25 am - 10:45 am |
REFRESHMENT BREAK |
| 10:45 am - 11:00 am |
STA UPDATE
Jim Toes |
| 11:00 am - 11:15 am |
HISTORY OF THE CSTA
James Duncan, Canaccord Genuity |
| 11:15 am - 12: 00 pm |
REGULATORS: WHAT'S NEW?
Moderator: Doug Clark, ITG
Mike Prior, IIROC
Tracey Stern, OSC |
| 12:00 pm - 1:00 pm |
VENDOR
FAIR |
LUNCH WITH VENDORS & BUYSIDE ONLY LUNCH (Buyside lunch speaker: Chris Sparrow, RBC) |
| 1:00 pm - 2:00 pm |
OPTIONS AND THE EQUITY MARKET
Paul G. Staneski, Ph.D., Credit Suisse |
| 2:00 pm - 2:30 pm |
TECHNICAL ANALYSIS FOR TRADERS
David Prince, Harbinger Capital |
| 2:30 pm - 3:00 pm |
PROS & CONS OF INTERNALIZATION
Dan Mathisson, Credit Suisse |
| 3:00pm - 4:00 pm |
BREAKOUT SESSIONS |
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TRADING & TECHNOLOGY:THRIVING AMIDST FRACTURED LIQUIDITY
Moderator: Sean Klinkowize, Trading Screen
Panelists: Dan Nachtman, BAML
Sabrina Rovelli, Bloomberg Tradebook
Adam Striffler, Goldman Sachs
Graham Mackenzie, CIBC
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ALTERNATIVE MARKET PLACES
Moderator: Rizwan Awan, BMO
Panelists: Peter Coffey, Instinet Brendan Doran, Chi-x Canada
Soshi Sankat, Liquidnet
Torstein Braaten, Triact
Cindy Petlock, CNSX
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| 4:00 pm - 4:30 pm |
VENDOR
FAIR |
CSTA BOARD OF GOVERNORS AND AFFILIATE PRESIDENTS MEETING |
| 4:00 pm - 6:00 pm |
COCKTAILS WITH VENDORS |
| 6:00 pm - 9:00pm |
AN EVENING AT THE CANADA AVIATION & SPACE MUSEUM |
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| SATURDAY, AUGUST 20, 2011 |
| 7:00 am - 8:00 am |
VENDOR
FAIR |
BREAKFAST WITH VENDORS |
| 8:00 am - 8:10 am |
CSTA ANNUAL GENERAL MEETING |
| 8:10 am - 8:55 am |
ROLE OF THE MARKETPLACE
Moderator: Rupert Fennelly, Morgan Stanley
Panelists: Jos Schmitt, Alpha Group
Kevan Cowan, TSX |
| 8:55 am - 9:55 am |
KEYNOTE ADDRESS: BLUE OCEAN STRATEGY
Roch Parayre, Ph.D. |
| 9:55 am - 10:05 am |
REFRESHMENT BREAK |
| 10:05 am - 11:05 am |
BREAKOUT SESSIONS |
TRADING & TECHNOLOGY: THRIVING AMIDST FRACTURED LIQUIDITY
Moderator: Sean Klinkowize, Trading Screen
Panelists: Dan Nachtman, BAML
Sabrina Rovelli, Bloomberg Tradebook
Adam Striffler, Goldman Sachs
Graham Mackenzie, CIBC |
ALTERNATIVE MARKET PLACES
Moderator: Rizwan Awan, BMO
Panelists: Peter Coffey, Instinet Soshi Sankat, Liquidnet
Torstein Braaten, Triact
Cindy Petlock, CNSX
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| 11:05 am - 11:50 am |
GLOBAL ETF's
Moderator: Alex Perel, TD Securities
Panelists: Ellen Weinstein, Morgan Stanley
Howard Atkinson, Horizons ETFs
Greg Walker, Blackrock
Brandon Clark, Vanguard |
| 11:50 am - 12:35 pm |
VENDOR
FAIR |
SENIOR TRADERS SPEAK OUT
Moderator: Donald Stewart, Morgan Stanley
Panelists: John Cole, RBC
Nicole Swartout, CIBC
Brent Robertson, OMERS Capital Markets |
| 12:30 pm - 1:30 |
LUNCH WITH VENDORS FOR NON GOLFERS
SHUTTLE BUS DEPARTS FOR GOLF COURSE |
| 1:30 pm - 6:30 pm |
GOLF AT THE MARSHES & BOXED LUNCH FOR GOLFERS |
| 6:30 pm - 7:30 pm |
COCKTAILS |
| 7:30 pm - 11:00 pm |
GALA DINNER FEATURING MARC KIELBURGER |
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| SUNDAY, AUGUST 21, 2011 |
| 7:00 am - 10:00 am |
BREAKFAST
Daly's Restaurant |