1. October 4-6, 2010
The Westin at Market Street
San Francisco, CA
www.TradeTechWest.com
Sourcing Liquidity And Increasing Trading Profits
As Market Structure Evolves
Attend TradeTech in San Francisco to:
Expand your network and customer base by meeting with MORE buy side
attendees this year (145+) – see page 2 for details
Discover how to trade better and increase profits with 32+ case study and
panel discussions from industry experts
Tap into the brains of leading buy side traders for performance-enhancing
strategies at the Buy Side-Only Trading Summit and Head Trader Think Tank
Learn directly from buy side head traders what they want from the sell side
– see page 6
Maintain a competitive edge as regulatory reform and technology
innovations alter the way you trade
Prominent Guest Speakers:
Michael Lewis
Journalist & Best-Selling
Author of Liar's Poker,
The Blind Side and The
Big Short
Lawrence Harris, Fred V. Keenan Chair
in Finance, Director, Center for
Investment Studies, Marshall School of
Business, University of Southern California
Former SEC Chief Economist discusses the
impact of recent innovations on market
structure
Greg Morris, Chief Technical Analyst,
Stadion Money Management
Best-selling market analysis author
offers tactics to boost the performance of
your equity trading strategy
59+ Industry Leading
Speakers From:
• The Capital Group Companies Inc.
• State Street Global Advisors
• BlackRock
• First Quadrant
• Principal Global Investors
• Cortina Asset Management
• Hoover Investment Management
• HighMark Capital Management
• Astor Asset Management
• Gargoyle Asset Management
• Artisan Partners
See the full speaker line-up at
www.TradeTechWest.com
Sponsors:
Organized by:
REGISTER
NOW!
Visit: www.TradeTechWest.com Fax: 646.200.7535
Call 646.200.7530 or 888.482.6012 Email: tradetech@wbresearch.com
Discount details for buy side and
sell side organizations on pg. 11
1
2
3
4
5
‘The’ largest global buy side gathering for institutional equity traders and technologists

2. Buy Side Job Titles:
■ 26% Head of Trading
■ 39% Trader
■ 20% IT/Systems
■ 10% Business
Management
■ 3% Portfolio
Management
■ 2% Other
A Very Special Thanks To The
TradeTech San Francisco 2010
Advisory Board:
Glenn Davis, CFA
SVP, Head Trader
Bailard Inc.
Alex Green
Head Trader
Relational Investors LLC
Justin Kane
Principal, Director of Equity Trading
Rainier Investment Management Inc.
Kurt Kujawa
Head Trader
Cortina Asset Management
Lee Weiner
Director of Options, Head of Electronic
Trading
JMP Group
Nenad Yashruti
Head Trader
Freestone Capital Management
You asked. We listened. What’s New In 2010:
•
More buy side in attendance. Last year’s event sold out; this year we
will accommodate more buy side traders (145+) and are already booking
ahead of schedule!
•
More guest speakers offering unbiased and academic insight into the equity markets
•
Improved Buy Side-Only Trading Summit with roundtables grouped by firm type, buy side co-
moderators, and topics most relevant to heads of trading
•
Topics on more than just the technicals of electronic trading to include all areas that make your
desk more profitable, compliant, and efficient
•
Sell Side Workshop – why should buy side have all the fun? This 1.5 hour session will arm sell
side traders with the knowledge they need to stay relevant and gain greater market share in
2011
•
Afternoon tracks on Oct. 6 give you a choice of which content to listen to that brings most value
to your desk
• Innovation Spotlight – Learn from new cutting-edge vendors in the equity trading space to be at
the forefront of this fast-moving industry
•
More than just equities – learn what’s new in options, ETFs, multi-asset trading platforms and
more!
•
78% new speakers!
“Any structure that offers the buy side trader a venue to meet and mix
with peers is very valuable. There aren’t many opportunities for us to gather
and discuss relevant material outside of TradeTech. I left with a stack of business
cards and have been in contact with many traders since the conference.”
– Edward J. Smith, Senior Equity Trader, Pyramis Global Advisors
Buy Side-Only Head Trader Think Tank
Attendee Breakdown: North America 2009-2010 Event Series
October 5, 2010; 1.35pm
30 Head Traders. No vendors. No media. Just frank discussion on ways to increase the performance of
your trading desk. Request your invitation to the most anticipated session at TradeTech West now. See
page 5 for details.
The GLOBAL event for equity traders and technologists
Table of Contents:
Buy Side-Only Trading Summit ................................3
Conference Agenda Day One..................................4
Buy Side-Only Head Trader Think Tank.....................5
Sell Side Workshop .................................................6
Conference Agenda Day Two..................................7
About Our Sponsors ...............................................9
About Our Media Partners ....................................10
Conference Pricing and Team Discounts ................11
Venue Information ................................................12
Registration Form..................................................12
For biographical information on all of our
distinguished speakers, visit www.TradeTechWest.com
2 Call: 646.200.7530 Visit: www.TradeTechWest.com Email: TradeTech@wbresearch.com
Firm Type:
■ 49% Buy Side
■ 38% Sell Side
■ 13% Other
At TradeTech you don’t get old news. The agenda is always evolving. Check www.TradeTechWest.com
often for new speaker announcements, agenda updates, and more.

3. Buy Side-Only Trading Summit
Monday, October 4, 2010
Sponsored By
How often do you get to bounce trading strategies off of your fellow buy
side traders? Or get to pick the brains of your peers to learn which trading
tools are most useful, and which aren’t worth the time and money?
For over four years now, TradeTech has held an interactive, roundtable-
focused Buy Side Only Trading Summit, because you keep telling us this is
some of the most valuable time you spend away from your desk.
It’s buy-side only in attendance; but we keep changing the day up to make
it even more valuable for you. Here’s what’s new and improved this year:
•
During the roundtable discussions you will be grouped into one of the
following categories based on your firm type so dialogue is more
relevant to your day-to-day and you get to learn from your true peers:
- Hedge Funds
- Long-Only Growth Managers
- Long-Only Value Managers
•
Buy side moderators join roundtable hosts to ensure the most critical
buy side issues are addressed, instead of vendor pitching
•
Pre-determined topics most relevant to your trading desk
•
More guest presenters add even more color to the day
8:30 Buy Side Summit Registration & Breakfast
9:15 Opening Remarks
Sara Mueller
Executive Director
TradeTech
9:20 Chairperson’s Address
9:30 Guest Speaker: Exploring Recent Developments In
Technical Analysis To Boost The Performance Of
Your Equity Trading Strategy
Greg Morris
Chief Technical Analyst
Stadion Money Management
•
Identifying the most recent technical analysis tools embraced by
buy and sell side firms
•
How has the use of technical analysis changed in the past ten
years;
• Forecasting the use of technical analysis on the trading desks of
the future
•
Examining current trends in the stock market to determine the
most profitable trading strategies for your desk
10:10 Guest Speaker: Grading Broker Algorithms – An
Impartial Perspective
Leslie Boni, Ph.D.
Professor of Finance
University of New Mexico
Based upon her research published in the Journal of Trading, Dr.
Boni will break down today’s algorithmic trading space and share
strategies that buy side traders can use to determine not only which
algo to use, but whose algo to use. Don’t miss this unbiased view of
the current algorithmic trading landscape to ensure your desk is
achieving optimal execution.
10:45 Morning Refreshment & Networking Break
11:00 Buy Side Roundtables
Hosted By:
How it works:
Take a seat
at one of the
following tables:
A buy side moderator and roundtable host will guide you and your
buy side peers through solution-defining discussion on five different
topics. You’ll walk away with a stronger buy side support network
(so you know who to ring when you have a challenge to
overcome!) and countless strategies to increase the profitability of
your trading desk.
Buy Side Roundtable Moderators:
Kurt Kujawa
Head Trader
Cortina Asset Management
Bill Quinn
VP and Head Trader
HighMark Capital Management
Tim Olsen
SVP, Head Trader
ICM Asset Management
11:00 Buy Side Roundtable Discussion #1: Sourcing
Liquidity
11:30 Buy Side Roundtable Discussion #2: Information
Overload: Determining How To Value News And
Information That Crosses Your Trading Desk
12:00 Buy Side Roundtable Discussion #3: Maintaining
Broker Relationships & Commission Management
Tracking Solutions
12:30 Lunch
1:30 Buy Side Roundtable Discussion #4: How Trading
Desks Are Responding To Regulatory Reform & The
Best Execution Process
2:00 Buy Side Roundtable Discussion #5: Block
Trading/Liquidity
3
Hedge
Funds
Long-Only
Value
Managers
Long-Only
Growth
Managers
Sponsors:

4. Main Conference Day One
Tuesday, October 5, 2010
Real Time Audience Polling
Sponsored by
Throughout the presentations on October 5th, participate in live,
anonymous polling – right from your own conference chair. Find out how
you really compare to your peers and competitors on everything from
technology adoption to support of regulatory proposals. You’ll see the
results on screen in real time. Plus we’ll send you the final full results
report following the conference so you can share this invaluable
information with the rest of your team. What a great way to effectively
benchmark your firm and gain support from upper management where
new technology purchases may be needed to keep you competitive.
4
2:30 Afternoon Refreshment & Networking Break
2:45 Roundtable Wrap Up
How it works:
The roundtable hosts wrap up all the sessions by sharing the most
useful solutions identified by each of the 5 discussion groups so you
can be sure you don’t miss a single trading strategy to boost the
performance of your desk.
3:00 Fundamental Vs. Quantitative Trading – A Debate
Over The Future Of Trading
Jayaram Muthuswamy
Associate Professor, College of Business Administration
Kent State University
Michael Levas
Chief Investment Officer and Managing Member,
Olympian Capital Management
Michael Levas of Olympian Capital Management takes on Jay
Muthuswamy of Kent State University for a lively debate. Don’t miss
this high energy, exciting session that will make you think differently
about the future of our industry!
•
Quant, HFT, computer based program trading vs. the fundamental
trader: Will computers take over?
•
Are their limits to what computers can be programmed to
“know”? Where does the experience and relationships of a live
trader add value to the trading process?
•
Examining the current state of trading to determine how
computer-driven models and human traders are performing; how
will this change in the future?
3:40 Chairperson’s Closing Remarks
3:45 TradeTech San Francisco 2010 Kickoff Cocktail
Reception
You've spent the day debating solutions to overcome liquidity and
regulatory challenges; now its time to relax, have fun, and strengthen
relationships with your buy side colleagues.
All TradeTech conference attendees are welcome to enjoy this
reception!
4:45 Conclusion Of Buy Side-Only Trading Summit
7:00 Conference Registration & Breakfast In The Exhibit
Hall
7:45 Opening Remarks
Sara Mueller
Executive Director
TradeTech
8:00 Chairperson’s Address
James H. Muller
Managing Director Business Development
ITG, Inc.
8:15 Panel: Ensuring You Have The Necessary Tools And
Relationships To Source Liquidity And Trade
Profitably As Market Structure Evolves
David Margulies
Head of Electronic Products Group
Weeden & Co.
Joe Gudorf
Head Trader
Principal Global Investors
•
Assessing the current state of regulatory reform; how are desks
responding to recently passed regulation and preparing for
inevitable changes?
•
Observing how the buy side and sell side relationship has shifted in
the past year; where is the buy side most dependent on the sell
side?
•
Identifying new profit-making opportunities created by the new
market structure
8:55 Panel: Examining The Advancement Of The Asia-
Pacific Equities Market Structure
David Easthope
Research Director, Capital Markets
Celent
Andrew Freyre-Sanders
Global Head of Client Electronic Execution. Head of Equity
Execution Services, Asia, RBS Securities Inc.
Tom Kingsley
Asia Trading Product Manager
Bloomberg Tradebook
•
Will the Asia-Pac market resemble US and European market
structure any time soon?
•
What are different exchanges and regulatory bodies doing to
foster more electronic trading or different venue types?
•
What are some of the idiosyncrasies of the market that may hold
back adoption of advanced trading tools?
•
Establishing current trends and future predictions for buy side
adoption of electronic trading tools in Asia-Pac
•
Determining where there is growth potential for high frequency
trading in this region? Looking at how exchanges are starting to
improve their order matching systems to cultivate this potential growth
Call: 646.200.7530 Visit: www.TradeTechWest.com Email: TradeTech@wbresearch.com

5. General Session
1:35 Chairperson’s Afternoon Address
1:45 Case Study: Effectively Moving From Single-Asset To
Multi-Asset Trading: Automation And Optimization
Michael Levas
Chief Investment Officer and Managing Member
Olympian Capital Management
•
Identifying the most pressing challenges faced when moving from
single asset to multi-asset trading; what are solutions to these
challenges and how can you automate the workflow?
•
Identifying which cross-asset trading platforms are currently
available; how are they being utilized by buy and sell side firms
•
What does optimization in multi-asset workflow look like and who
is getting it right?
•
Monitoring and maintaining the performance of your multi-asset
trading systems and processes to increase efficiencies and
profitability of your trading desk
2:25 Panel: Managing Trading System Risk On A Global Basis
Lee Weiner
Director of Options, Head of Electronic Trading
JMP Group
Maurizio Ferconi
Managing Director, Head of Risk Methodologies
BlackRock
Spiros Giannaros
Vice President, Sales, Americas
Charles River Development
•
Examining your current trading systems to identify where risk
management is most critical
•
Analyzing the current state of data flow within your OMS and/or
EMS; where are inefficiencies and errors increasing trading risk?
•
Improving data management in your order and execution
management systems to reduce risk
•
Defining best practices to measure risk in your investment systems
most effectively
•
How has the crisis of 08 impacted risk management in capital
markets? How can the happenings of May 6th be avoided in the
future?
Buy Side-Only Head Trader Think Tank
1:35 Buy Side-Only Head Trader Think Tank
Sponsored by
Moderators:
Lee Thacker
Director of Trading
Parametric
Nhan Bui
Director, Head Equity Trader
First Quadrant
Chairperson:
Lee Morakis
Managing Director, Head of Execution Services Sales
Bank of America Merrill Lynch
This exclusive event is invitation-only. To request your
invitation, please contact Rob Golen at 416-597-4771 or
robert.golen@wbresearch.com.
Cited as most head traders’ favorite part of TradeTech, the Think
Tank provides you an opportunity to take part in shockingly open
and honest debate with your fellow senior-level buy side traders in
an environment free of vendors or media.
How it works: The Think Tank moderators will determine the
discussion topics approximately two weeks before the event to
ensure the most timely, critical trading topics are addressed. (If
you’d like to nominate topics to be discussed, please join our
LinkedIn group, follow us on Twitter, or email
sara.mueller@wbresearch.com.)
During the Think Tank, the moderators will guide you and your
peers through small-group discussions on ways to lead your
trading desk to maximum profitability; then you’ll come together
as a larger group to share the most valuable strategies defined.
“I always walk away from the Buy Side Head Trader Think
Tank with valuable information.” – John Nuzzo, VP Head
Trader, Anchor Capital Advisors
Concurrent Sessions – Choose One
5
9:35 The New Liquidity Dynamic: How The Buy Side And
The Sell Side Are Adapting In The Evolving Equity
Trading Ecosystem
Brian Fagen
Managing Director, Head of Equities Electronic Trading Distribution
Barclays Capital
10:15 Morning Refreshment & Networking Break In The
Exhibit Hall
10:50 Optimizing Your Trading Strategies: A Review Of
The Latest Best Practices And Tools
Robert Kissell, Ph.D.
Executive Director, Direct Execution and Portfolio Trading
UBS Investment Bank
•
What are the latest innovations among the crowded, often
confusing array of execution strategies?
•
What are the best practices in synthesizing in pre-, post-, and real-
time TCA into your trading process?
•
What does "optimal" really mean? A practical guide to
establishing effective metrics for today's dynamic market structure
11:25 Benchmarking Polling Session
Sponsored by
Here’s your chance to see how your firm stacks up to your
competitors in everything from trader compensation to technology
adoption. Have an area you’d like to benchmark at the conference?
Submit your ideas to Sara Mueller at sara.mueller@wbresearch.com.
11:35 Guest Speaker: A Conversation With Michael Lewis
Michael Lewis
Journalist & Best-Selling Author
Liar's Poker, The Blind Side and The Big Short
A shrewd observer of politics, finance, and the American scene,
Michael Lewis combines keen insight with his signature wit, making
him one of today’s leading social commentators. Starting with the
years he chronicled in Liar’s Poker, he touches on the major
economic events of the last twenty years, exploring what this period
was all about, how it began, and how it is likely to end.
12:35 Lunch
Sponsors:

6. 6
General Session
3:35 Panel: Broker And Commission Management:
Getting Maximum Value Out Of Your Commission
Dollars And Broker Services
Kevin Petrello
Director, US Head of Commission Management
Barclays Capital
Tim Carkin
Head Trader
Ferguson Wellman
•
As brokers take away services due to the declining commission
environment, how are traders currently determining what
services are essential for the trading desk, PMs, and analysts?
•
Balancing electronic and direct trading to get the greatest value
for your trades
•
Determining which brokers are bringing the buy side value in the
current environment
•
Deciding who to trade with directly and who to write CSAs with;
how do wrap accounts come into play?
•
Making sure the people who provide you valuable services are
getting compensated accordingly and that your CSA program is
up to par
4:10 Closing Keynote: Preparing For An SEC
Examination To Ensure Compliance: What Buy Side
Traders Need To Know
Lori Hoch
Principal and Chief Operating Officer
Cortina Asset Management
•
Explaining how sourcing liquidity, TCA, and other trading activity
is currently being monitored by the SEC
•
Debating if algos and other performance-enhancing
technologies are going to become industry standard for best
execution and compliance reporting
•
Documenting and monitoring the appropriate trade activity to
prove best execution was obtained
•
Tying it all back to the trader to determine how changing
compliance requirements will affect your day to day routine and
trading strategies
Sell Side Workshop
3:35 Sell Side Workshop
Why should the buy side have all the fun? Following
the success of New York’s debut of the Sell Side
Workshop, we are bringing this invaluable, interactive
session to the West Coast. Learn directly from buy side head
traders what they want from their broker services and solutions,
and where you might fall short. Get into buy side minds to learn
how you can adapt your offerings to stay relevant in the changing
environment. Then take part in closed-door discussion with your
sell side peers to brainstorm solutions to overcome your challenges
in the evolving marketplace.
Who should attend this workshop?
Sell Side Traders: Learn directly from the buy side what they want
from their brokers’ services and offerings. How are buy sides’
needs changing? What can you do to stay relevant and gain more
market share? Gain strategic insight into where your competitors
are failing and you can add value.
Panel: Uncovering Current Buy Side Demand For
Broker Services And Solutions
Nancy O’Hearn
Director, Investment Analytics
Hoover Investment Management
Jeff Pralle
Head Trader
RMB Capital Management
•
Outlining the benefits and pitfalls electronic trading has created
for the buy side/sell side relationship
•
Assessing how brokers are currently responding to buy side
demand; is it really addressing their needs?
•
Use of high touch vs. low touch trading: What are current
statistics and how do buy side traders see their firms changing in
the next one to three years
•
Identifying best practices for maintaining relationships as the buy
and sell side move to different firms while market structure
evolves
Concurrent Sessions – Choose One
4:45 UBS Gala Cocktail Reception
After a day filled with constructive debate and information sharing, unwind with your new network of colleagues and
friends at the TradeTech Cocktail Gala. Relax, have fun, and bring your business cards! Embrace this opportunity to forge
new business partnerships and uncover additional equity trading and technology strategies in an informal atmosphere.
Plus the music’s fun, the food is always great, and all your peers will be here! Don’t miss out!
6:15 Conclusion Of TradeTech San Francisco Main Conference Day One
New for
Sell Side
Attendees
Buy Side Trading & Technology Attendee Growth TradeTech’s
popularity grows
year on year!
It’s your opportunity
to hash out challenges
and get the inside scoop
on how your peers are
maintaining a profitable
trading desk.
Call: 646.200.7530 Visit: www.TradeTechWest.com Email: TradeTech@wbresearch.com
3:05 Afternoon Refreshment & Networking Break In The Exhibit Hall
Years
BuySideNumbers

7. Main Conference Day Two
Wednesday, October 6, 2010
7
7:30 Conference Registration & Breakfast In The Exhibit
Hall
8:15 Opening Remarks
Sara Mueller
Executive Director
TradeTech
8:30 Chairperson’s Morning Address
8:45 Guest Speaker: Equity Trading In The 21st Century:
The Impact Of Recent Innovations On U.S. Market
Structure
Lawrence Harris
Fred V. Keenan Chair in Finance, Director, Center for
Investment Studies, Marshall School of Business
University of Southern California
•
Electronic trading has changed the equity trading landscape
•
Liquidity have never been cheaper for most traders
•
Traders continue to solve the same problems, but their tools are
much better
•
Electronic trading poses some regulatory problems, though not
necessarily the ones that concern the SEC
9:25 Panel: The Block Trade Is Still Alive; So How Can
You Source Block Liquidity?
Kurt Kujawa
Head Trader
Cortina Asset Management
Vlad Khandros
Corporate Strategy/Market Structure
Liquidnet
Jose Marques
Global Head of Autobahn Equity
Deutsche Bank
•
Is block liquidity still important? How are buy side traders
currently trading blocks and will this volume increase or decrease
in the near future?
• Sourcing natural blocks on an agency basis vs. capitol blocks
•
Debating whether it is more effective to execute a block trade
electronically or through a broker
• The lost art of negotiating block trades: Teaching the importance
of relationship management and negotiating skills to new traders
•
Identifying which algorithmic trading developments have eased
the search for and execution of block trades
10:05 Morning Refreshment & Networking Break In The
Exhibit Hall
10:35 Panel: Determining How The Make-Or-Take Pricing
Model And Rebating Is Impacting Market Structure
Oliver Sung
VP, Head of Americas Execution Consulting
Bank of America Merrill Lynch
Matthew Scoble
Director, Citi Electronic Execution Sales
Citi
•
Outlining how payment for order flow has evolved; what lead to
the current make-or-take pricing models and rebating?
•
Assessing how the make-or-take model is impacting market
structure; debating whether it is distorting trading
•
Uncovering how your brokers are responding to this change in
market structure; what can you do to protect against gaming and
increase profits to your desk
•
Establishing how and where your orders are being routed to
overcome transparency issues as a result of make-or-take
11:15 Panel: Optimizing Your Global Trading Platform To
Enhance Global Connectivity
Derek DePetra
Head of International Equity Trading
Artisan Partners
David Hagen
Global Director of Trading
Linedata Services
•
Establishing which platforms are being adopted to increase
connectivity across the globe; what offerings should you evaluate
when shopping for a platform?
•
What is the value of working with a full trading platform provider
vs. contracting connectivity either directly from providers or in a
managed services offering
•
Optimizing your current OMS/EMS systems for greater global
connectivity; what are buy side firms looking for to increase value add?
•
Assessing how present regulation is factoring into trends in buy
and sell side connectivity usage
11:55 Panel: Enhancing The Trading Process With PM
Profiling And Other Next-Generation Developments
In TCA
Mark Schlarbaum
Managing Director, Portfolio Manager and Head Equity Trader
Palliser Bay Capital Management
Roderick Burns
Director, Western Region
Credit Suisse AES Advanced Execution Services
Mark Herman
Head Trader
Tamro Capital
Timothy Stark
Equity Analytics
The Capital Group Companies, Inc.
• Getting buy-in from the rest of your firm – from portfolio
management to trading to execution – to embrace TCA to
improve the trade execution process
- Interpreting transaction cost reports and making them easier
for all stakeholders to understand
•
Beating the benchmark: debating if this is really conducive to your
overall investment process?
•
Identifying how forward-thinking buy side firms are gathering
more data for better transaction cost analysis
• Examining other next-generation developments firms are
incorporating into their TCA process, PM profiling to portfolio
turnover analysis
12:35 Lunch
Sponsors:

8. 8
Track A: Multi-Asset Trading
1:35 Chairperson’s Afternoon Address
1:45 Panel: Examining The Evolution Of Options Market
Structure To Align Your Desk For More Profitable Trading
Jon Werts
Managing Director, Head of Broker Dealer Execution and
Global Head of Electronic Futures
Bank of America Merrill Lynch
Alan MacKenzie
CFO
Gargoyle Asset Management LLC
•
Examining option exchanges’ pricing models; which have adopted
maker-taker pricing and how does that impact your desk?
•
Is there a need for more dark crossing networks in options trading;
does market structure support it?
•
Assessing volatility and its impact on the options market
•
Predicting the future of the buy side/sell side relationship as it
relates to options trading
2:20 Panel: Enhancing Your Trading Desk To Support The
Electronic Trading Of Equity Options
Lee Weiner
Director of Options, Head of Electronic Trading
JMP Group
Additional panelists to be confirmed. Please visit
www.TradeTechWest.com for updates.
•
Determining how liquidity is being sourced in equity options
•
Describing trading strategies most effective for alpha generation
using equity options
•
Identifying the electronic trading tools and broker relationships
necessary for successfully navigating the equity options space
•
Uncovering how current options trading is impacting the way the
underlying equity is trading
Track B: Opportunities & Efficiencies In Trading
1:35 Chairperson’s Afternoon Address
1:45 Panel: The Explosion Of ETFs And Its Impact On
Liquidity And How Stocks Are Bought And Sold
Bryan Novak
Managing Director
Astor Asset Management
Rahul Shah
Group Manager, Official Institutions
State Street Global Advisors
•
Uncovering what has contributed to the explosion of ETFs over
the past decade, and most significantly, over the past two years
•
As more money is invested in ETFs, how are they affecting stock
price movement?
•
Determining if active ETFs are making headway; looking at the
evolution of leveraged ETFs and their benefits and pitfalls
•
Analyzing current market movement and volatility and how it is
being affected by ETF execution
2:20 Innovation Spotlight: Unveiling The Future Of The
Electronic Trading Space
You asked to learn about the emerging leaders in the electronic
trading space. Those companies (that maybe you’ve never heard
of) creating something new and bleeding edge to increase the
performance of trading desks around the world. TradeTech brings
these forward-looking minds together to share where the future of
trading technology is heading and to highlight the new
innovations. Don’t miss this exciting panel that ensures you
maintain the competitiveness of your desk as technology pushes
our industry forward.
Know of an innovator in the trading space? Suggest participants
for this panel by emailing Seth Weisleder at
sweisleder@wbresearch.com.
Concurrent Sessions – Choose One
2:55 Closing Guest Speaker: Trading Out Of Your Mind – Integrating Technical Analysis With Human Psychology To
Improve Trading Performance
Craig Fullen, JD, CMT
Technical Analyst & Portfolio Manager
Advanced Asset Management Advisors, Inc.
•
Understanding the psychological components and limitations of technical analysis
•
Using intuition to support trading decisions
• Analyzing recent market situations from a technical analysis and psychological perspective
•
Recognizing and adjusting your own psychological profile to improve trading results
3:30 Conclusion Of TradeTech San Francisco 2010
Who Will You Meet At TradeTech?
You should attend TradeTech if you are a president, head, VP, managing
director, or director of:
•
Trading
•
Equity Trading
•
Trading Technology
•
IT/Systems
•
Systems Analyst/Engineer
• International Trading
•
Electronic Execution
•
Sales Trading
• Electronic Trading
•
Connectivity
•
Operations
•
Trade Compliance
•
Applications
•
Program Trading
• Algorithmic Trading
•
Trade Management
•
Portfolio Management
Join TradeTech San Francisco!
Sponsorship and exhibiting opportunities are extremely limited so contact
Seth Weisleder at 646-200-7493 or SWeisleder@wbresearch.com.
Putting your company’s brand in front of the TradeTech audience is
the smartest, yet simplest decision to make this year.
145+ buy side traders and technologists. 325+ industry practitioners.
Trillions in assets under management. With market structure set to evolve at
rapid speed and competition even more fierce, can you afford not to be at
TradeTech San Francisco? Only the world’s leading technology providers and
sell side firms need apply. Putting your company’s brand in front of the
TradeTech audience is the smartest, yet simplest, decision to make
this year. Sponsorship and exhibiting opportunities are extremely limited so
contact Seth Weisleder at 646-200-7493 or SWeisleder@wbresearch.com.
Call: 646.200.7530 Visit: www.TradeTechWest.com Email: TradeTech@wbresearch.com

9. 9
About Our Sponsors
Bank of America Merrill Lynch Global Execution Services
offers a full suite of premier equity trading solutions enhanced
by the firm's vast global resources, access to superior liquidity,
world-class technology and leading scale positions in capital markets. The range of
offerings includes capital commitment and block trading, portfolio trading, direct market
access, sophisticated quantitative analytics and research, and our powerful algorithmic
trading platform. U.S. +212.449.6090 Europe: +44.207.996.4521 Asia: +852.2161.7550
Japan: +813.6225.8398 www.baml.com
Barclays Capital is the investment banking division of Barclays Bank
PLC. With a distinctive business model, Barclays Capital provides large
corporate, government and institutional clients with a full spectrum
of solutions to their strategic advisory, financing and risk management needs. Barclays
Capital has offices around the world, with the global reach, advisory services and
distribution power to meet the needs of issuers and investors worldwide.
At Barclays Capital, we are committed to realizing our clients’ strategic vision at every
stage of growth. For further information, please visit our website at
www.barclayscapital.com.
A rich and diverse pool of liquidity is the hallmark of a successful
crossing venue. With BlockCross your orders interact quietly and
anonymously with the entire spectrum of block possibilities.
Whether the contra side is resting uncommitted on a blotter or is working through a
block seeking algo, BlockCross gives you the greatest possible number of crossing
opportunities. BlockCross' easy to use interface and buyside systems integration
promotes a smooth work flow. BlockCross' low commission rate combined with Pulse
Trading's commission management programs offer traders maximum flexibility in today's
budget constrained environment.
BLOOMBERG TRADEBOOK® is a leading global agency broker that
provides direct market access and a breadth of trading analytics and
algorithms to institutional traders that seek maximum alpha on every
market transaction. Founded in 1996, Tradebook offers its customer base multi-asset,
multi-currency trading solutions to actively manage complex trading strategies in over 60
global markets. www.BloombergTradebook.com
Charles River Development is a front-/middle-office software solutions
provider to over 300 investment firms in the institutional, wealth
management/trust, alternative, mutual funds, insurance, pension fund and
fund administration/custody markets in 30 countries. The Charles River
Investment Management System, a comprehensive front-/middle-office software suite for
all asset classes, includes Charles River Manager – decision support/portfolio
management/modeling; Charles River Compliance - real-time pre-trade/in-trade/post-
execution/end-of-day compliance management; Charles River Trader - order
management/electronic trading/execution management; Charles River Post-Trade -
centralized management of trade matching/confirmation/settlement workflow; Charles
River Performance - daily performance measurement/attribution/performance risk. It is
fully integrated with the broker-neutral Charles River FIX Network.
Citi, the leading global financial services company, has some 200 million
customer accounts and does business in more than 100 countries, providing
consumers, corporations, governments and institutions with a broad range of
financial products and services, including consumer banking and credit, corporate and
investment banking, securities brokerage, and wealth management. Citi's major brand
names include Citibank, CitiFinancial, Primerica, Citi Smith Barney, Banamex and Nikko.
Additional information may be found at www.citigroup.com or www.citi.com.
Credit Suisse AES: Advanced Execution Services® (AES) is
Credit Suisse 's award-winning suite of algorithmic trading
strategies, tools, and analytics for global trading across
equities, options, futures, and foreign exchange. With AES's tools, traders can work
orders on multiple liquidity pools, increase productivity by automating trading, and
improve execution performance. AES helps more than a thousand institutions and hedge
funds reduce market impact, improve performance versus benchmarks, and add
consistency to their trading processes. The AES team is dedicated to a philosophy of
constant improvement and innovation. The platform has been consistently ranked as the
leader in global industry survey.
Deutsche Bank is a leading global investment bank with a strong
and profitable private clients franchise. A leader in Germany and
Europe, the bank is continuously growing in North America, Asia
and key emerging markets. With Euro 1,501 billion in assets and 77,053 employees in 72
countries, Deutsche Bank offers unparalleled financial services throughout the world. The
bank competes to be the leading global provider of financial solutions for demanding
clients creating exceptional value for its shareholders and people. Global Markets’ equity
business, Global Markets Equity, is a market leading provider of equity and equity-linked
products to institutional, corporate and retail clients globally. The award-winning platform
offers scalability and flexibility in its design, providing a global network of execution
services and financial engineering expertise.
Dow Jones Financial Markets offers market-moving real-time news
to institutional market participants across multiple asset classes and
global markets. Whether it’s providing ultra-low-latency news feeds to facilitate trading
off the news or helping quantitative analysts create strategies to profit from hidden
trading opportunities, Dow Jones has a solution. Designed for direct integration into
multi-factor models and computer trading programs, the Dow Jones Elementized News
Feed delivers news data in precisely tagged XML-formatted fields, rendering the news
machine-readable in milliseconds. Combining real-time and archival news for quantitative
analysis, Dow Jones News & Archives for Algorithmic Applications can be used to create
algorithms for a range of applications such as risk management, arbitrage, and pre- and
post-trade analysis. And a variety of Dow Jones Newswires products can deliver market-
moving news and information seamlessly into market data terminals, turnkey desktop
platforms or customized internal applications. To learn more about any of these
institutional sales and trading solutions, contact us at sales&trading@dowjones.com
Investment Technology Group, Inc. (NYSE:ITG), is a specialized agency
brokerage and technology firm that partners with clients globally to
provide innovative solutions spanning the entire investment process. A
pioneer in electronic trading, ITG has a unique approach that combines pre-trade analysis,
order management, trade execution, and post-trade evaluation to provide clients with
continuous improvements in trading and cost efficiency. The firm is headquartered in New
York with offices in North America, Europe and the Asia Pacific regions. Founded in 1987,
ITG was one of the first firms to recognize the potential of electronic trading and
continues to help clients trade more efficiently and reduce transaction costs through a
combination of technology and client service. ITG has focused on helping clients better
navigate an increasingly complex marketplace, starting with the launch of POSIT®, an
electronic system for low-cost, confidential crossing. Recognizing a need in the
marketplace for integrated solutions, ITG added pre- and post-trade analytics and multi-
asset class order management to its product offering. Nearly 20 years later, ITG remains
committed to providing clients with the same high standard of service and innovation. For
more information on ITG, please visit www.itg.com.
Knight is a global capital markets firm that provides market access and
trade execution services across multiple asset classes to buy- and sell-side
firms. Knight's hybrid market model features complementary electronic
and voice trade execution services in global equities and fixed income as well as foreign
exchange, futures and options. The firm is a leading source of off-exchange liquidity in
U.S. equities. Knight also provides capital markets services to corporate issuers. Our
Corporate Access team offers an unbiased service that provides corporate issuers with
introductions to leading institutional investors. Knight is based in the U.S. and has a
growing global presence across North America, Europe and the Asia-Pacific region. For
more information please visit us at www.knight.com.
Linedata Services (Bloomberg: LIN:FP) is the global leader for
investment software, solutions, and support. Linedata combines
technological innovation, financial strength, and a deep understanding
of the Asset Management, Leasing & Credit Finance, and Insurance & Savings industries.
Linedata Services’ asset management division provides comprehensive, scalable solutions
to the buy-side to manage the entire investment process from pre-trade to post-
settlement. Linedata is unique in offering a full front- to back-office solution via enterprise
installation, or as an Application Service Provider (“software as services” or “service
bureau” delivery), and has 20 years experience delivering ASP solutions. Linedata Services’
asset management division was named Buy-Side Technology’s Best Overall Technology
Provider in 2008. Headquartered in France, Linedata Services achieved revenues of EUR
160.7 million in 2008, has offices worldwide, and services more than 700 clients across
50 countries. For more information, visit Linedata Services corporate site at
www.linedata.com.
Liquidnet is the premier institutional investment community,
bringing together the world’s largest asset managers and public
companies on a single network that directly connects traders, portfolio managers, analysts
and corporate issuers. Liquidnet enables Members of its community to achieve greater
performance by moving from investment idea to implementation faster, ultimately
retaining more alpha throughout the entire institutional investment cycle. Launched in
2001, the Liquidnet community extends to 31 equity markets across five continents.
Liquidnet is headquartered in New York with offices in Boston, London, San Francisco,
Chicago, Toronto, Tokyo, Hong Kong, Sydney and Singapore. For more information on
the Liquidnet community, its liquidity, block executions, and additional investment
capabilities, visit www.liquidnet.com.
Founded in 2004, Mixit is a broker-neutral, multi-asset trading
platform offering an Order/Execution Management system (OEMS)
and FIX connectivity to the financial services industry. MIXIT's integrated suite of
technology facilitates Institutional, Broker-to-broker and Agency-based trading across
Equities and Options. Mixit routes to all major Algorithms, Exchanges, Brokers, Crossing
Sponsors:

10. 10
About Our Media Partners
Automated Trader is the first global magazine dedicated to
automated and algorithmic trading, and offers in-depth business
and technical coverage through comprehensive news, features, in-
depth articles on best practice/techniques and detailed user case
studies. In addition to thousands of CTAs, hedge funds, proprietary trading operations
and conventional asset managers globally, Automated Trader is also read by all major
sellside participants in automated and algorithmic trading.
bobsguide, an AFP® company based in London, is the
premier financial IT solutions network, connecting financial
IT buyers with suppliers. On bobsguide, financial IT suppliers from across the globe
interact with IT, treasury and financial professionals and exchange information about
robust, practical financial systems and software. As part of the Association for Financial
Professionals®’ global network, bobsguide lists over 6,000 products from 2,000+
companies and features the latest financial technology news, white papers, jobs and
event announcements.
Compliance Reporter (CR) is the only news-breaking source that
exclusively covers what regulators are looking for in their latest
examination visits, new rulemakings and compliance initiatives at
broker/dealers and investment advisers. Compliance Reporter also covers regulations
and enforcement actions from entities such as the Financial Industry Regulatory
Authority, the Securities and Exchange Commission, as well as state and global
regulatory agencies. Visit us at www.compliancereporter.com.
Derivatives Week Online is the only publication
dedicated to breaking news on the over-the
counter derivatives market worldwide. Every week, its reporters in New York, London
and Hong Kong dig up must-read intelligence on swaps and options on credit,
equities, interest rates, currencies and commodities before it appears anywhere else.
They reveal who is using derivatives, who is planning to do so and why. Coverage
includes development of new derivative instruments, regulatory changes, firm
reorganizations, market trends and risk management. Please visit:
http://www.iiderivatives.com/
Euromoney Handbooks is a division of the Euromoney
Institutional Investor PLC group. We specialise in producing sector
specific publications, built on incisive comment and market-driven
analysis. We do this by building relationships with leading opinion-formers – in turn
their contributions form the basis of our Handbooks. This gives them unparalleled
exposure amongst their peers; as they set the agenda, their organisations are
recognised as industry leaders, and our Handbooks become the primary source for
investors, senior corporate executives and market intermediaries worldwide. For
further information, please visit www.euromoney-yearbooks.com/handbooks
FinRoad is a fast growing networking site reserved to Financial
Markets. Whether you are willing to sell, buy, find a job, invest or
raise funds, smart matching tools that exist nowhere else narrow down thousands into
a manageable number of real opportunities in one single click! Let’s get connected!
Global Investment Technology provides business and
technology intelligence to institutional investors, pension plan
sponsors, banks and security firms which serve the money management community.
Editorial coverage focuses on strategic business interests of top-level decision makers
as well as their systems and operations professionals. For further information, please
call (212) 370-3700, fax (212) 370-4606, e-mail info@globalinv.com or visit us at
www.globalinv.com.
HedgeCo.Net is the leading online community for qualified
investors, hedge funds and service providers. For investors,
HedgeCo.Net offers the premier free hedge fund database and powerful tools to
search, rank and analyze potential investments. HedgeCo.Net members enjoy access
to daily news, manager columns, and a comprehensive directory of service providers.
Hedge Fund Alert
Guarantee Your Edge in the Alternative-Investment Arena
Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate
new risks and opportunities facing fund-management firms, their investors and service
providers. Be first to identify new capital-raising tactics, investor strategies and
competition among industry vendors. Sign up for a three-issue FREE trial subscription
to Hedge Fund Alert by calling 201-659-1700 or visiting www.HFAlert.com.
iStockAnalyst is a virtual community of active, retail traders, financial
bloggers, investment advisors, money managers and investment
newsletter managers providing in-depth and timely research articles for
investing in today's market. The research articles are complemented with fundamental
data and custom equity rankings and market scans.
Get expert advice on how to achieve best execution and control
transaction costs from The Journal of Trading. Read about the
latest practice in pre- and post-trade analysis, algorithmic
trading, and liquidity issues. From the editor of The Journal of Portfolio Management,
The Journal of Trading gives you critical knowledge and in-depth analysis of the latest
strategies and trends in institutional trading. www.iijot.com.
THE TRADE (www.thetrade.ltd.uk) is a quarterly publication focused
on institutional global securities trading. With a worldwide circulation
of 8,000+, THE TRADE is sent to named buy-side traders and operational heads of
buy-side institutions and their sell-side counterparts. THE TRADE contains proprietary
data on transaction measurement, including broker rankings and reports on key
development areas from crossing and DMA to algorithmic trading and innovation in
OMS. Contact: francoise@thetrade.ltd.uk or Tel: +44 20 7400 7100 – Visit
www.thetradenews.com for our daily online news service.
Public Relations Provided By:
Founded in 1999, with offices in London, New York and California,
and clients across every time zone, Cognito is a full service, results
focused communications agency working exclusively for finance and
financial technology companies. Whether delivering retained PR or innovative design
and marketing projects, Cognito's clients benefit from creative and strategic thinking,
professional delivery and a commitment to exceeding expectations.
Venues and Dark Pools. The company offers electronic, real-time trading solutions,
including Front-, Middle-, and Back-Office products and Compliance reporting. For more
information, visit www.mixitusa.com or contact sales@mixitusa.com.
Founded in 2003, Pragma is a New York-based financial services firm
and an established provider of sophisticated and innovative trading
solutions. A pioneer of tactical execution tools, Pragma’s suite of products includes the
award-winning ONEPIPE, LIFEGUARD’s advanced anti-gaming logic, PEAK™broker
solutions, and sophisticated single stock and portfolio execution strategies. Pragma is
dedicated to consistently meeting the goals of its diverse client base by providing top
quality execution, proven technology and exceptional support and service. Buy-side firms
can access these advanced tools through Pragma’s executing partner, Weeden & Co. L.P.
For additional information, please visit: www.pragmatrading.com.
RBC Capital Markets is A Premier Investment Bank that
provides a focused set of products and services to
institutions, corporations, governments and high net worth
clients in 160 countries. With over 3,100 employees, we operate out of 75 offices in
15 countries and deliver our products and services through operations in North
America, Europe, the U.K., Asia and Australia. We work with clients around the world
to help them raise capital, access markets, mitigate risk and acquire or dispose of
assets. According to Bloomberg, we are consistently ranked among the top 20 global
investment banks. RBC Capital Markets is part of the Royal Bank of Canada (RBC),
one of the largest providers of financial services in the world. RBC has more than
US$620 billion in assets and one of the highest credit ratings of any financial
institution – Moody’s Aaa and S&P AA-.
RBS Global Banking & Markets (GBM) division is a leading banking
partner to major corporations, financial institutions and public sector
clients around the world. GBM provides an extensive range of debt,
equity and commodity markets, treasury and investor products, and financial advisory
services. The division focuses on long-term customer relationships and excellence in
global product execution. GBM is active in the Americas, EMEA and Asia Pacific. RBS
Securities Inc. a member of FINRA/SIPC, is a subsidiary of The Royal Bank of Scotland
plc. RBS is the marketing name for the securities business of RBS Securities Inc.
UBS is a global firm, providing services to private, corporate
and institutional clients through its wealth management and
Swiss banking businesses alongside its global expertise in
investment banking and asset management. In Switzerland, UBS is the market leader
in retail and commercial banking. UBS is present in all major financial centers and has
offices in over 50 countries. UBS Direct Execution is the firm’s global institutional
electronic trading business. Direct Execution offers ultra-low latency Direct Market
Access (DMA), a suite of award-winning advanced Algorithmic Trading strategies, a
state-of-the-art analytics platform -- offering Real-Time TCA -- called UBS Fusion, and a
multi-asset international execution management system called UBS Pinpoint.
Call: 646.200.7530 Visit: www.TradeTechWest.com Email: TradeTech@wbresearch.com

11. Registration Information
11
*Please note: Buy side institutions include any and all
financial institutions exclusively engaged in managing
funds of money on behalf of their client base e.g. a
pension or insurance fund. Sell side includes those
institutions engaged in investment banking and
brokerage operations, as well as direct trading services
to buy side institutions. Sell side traders and other are
not eligible to attend the Buy Side Summit taking place
on Monday, October 4, 2010. WBR reserves the right
to enforce pricing on the basis of company type.
Discounts are applied to the full price rate. No two
discounts can be combined. Payment is due in full at
the time of registration, your registration will not be
confirmed until payment is received and may be
subject to cancellation.
WBR CANCELLATION, POSTPONEMENT AND SUBSTITUTION
POLICY: You may substitute delegates at any time. WBR does not provide
refunds for cancellations. Any cancellations received in writing not less
than eight (8) days prior to the conference, you will receive a 90% credit
to be used at another WBR conference which must occur within one year
from the date of issuance of such credit. An administration fee of 10%
of the contract fee will be retained by WBR for all permitted cancellations.
No credit will be issued for any cancellations occurring within seven (7)
days (inclusive) of the conference. In the event that WBR cancels an event,
delegate payments at the date of cancellation will be credited to a future
WBR event. This credit will be available for up to one year from the date
of issuance. In the event that WBR postpones an event, delegate
payments at the postponement date will be credited towards the
rescheduled date. If the delegate is unable to attend the rescheduled
event, the delegate will receive a 100% credit representing payments
made towards a future WBR event. This credit will be available for up to
one year from the date of issuance. No refunds will be available for
cancellations or postponements. WBR is not responsible for any loss or
damage as a result of a substitution, alteration, cancellation, or
postponement of an event. WBR shall assume no liability whatsoever if
this event is altered, rescheduled, postponed or cancelled due to a
fortuitous event, unforeseen occurrence or any other event that renders
performance of this conference inadvisable, illegal, impracticable or
impossible. For purposes of this clause, a fortuitous event shall include,
but shall not be limited to: an Act of God; governmental restrictions
and/or regulations; war or apparent act of war; terrorism or apparent act
of terrorism; disaster; civil disorder, disturbance, and/or riots; curtailment,
suspension, and/or restriction on transportation facilities/means of
transportation; or any other emergency.
Limited complimentary passes available for
buy side organizations!
Apply for your buy side complimentary pass online
at www.TradeTechWest.com. Or contact
Josephine Andrews at 646.200.7448 or email her
at JAndrews@wbresearch.com
$200 Discount $100 Discount Full Price
Buy Side Register And Register And Register And
Pricing* Pay In Full by Pay In Full by Pay In Full by
8/6/2010 9/3/2010 10/4/2010
2 Day Main Conference
(Oct 5-6, 2010) + Buy Side
Summit (Oct 4, 2010) $1499 $1599 $1699
2 Day Main Conference
(Oct 5-6, 2010) N/A N/A $1099
Buy Side Summit (Oct 4, 2010) N/A N/A $699
$200 Discount $100 Discount Full Price
Sell Side Register And Register And Register And
Pricing Pay In Full by Pay In Full by Pay In Full by
8/6/2010 9/3/2010 10/4/2010
2 Day Main Conference
(Oct 5-6, 2010) $1899 $1999 $2099
$200 Discount $100 Discount Full Price
Solution Provider/ Register And Register And Register And
Other Pricing Pay In Full by Pay In Full by Pay In Full by
8/6/2010 9/3/2010 10/4/2010
2 Day Main Conference
(Oct 5-6, 2010) N/A N/A $2899
Register And Pay In Full Register And Pay In Full Register And Pay In Full
By Aug 6, 2010 Sept 3, 2010 Oct 4, 2010
$300 off listed price above $200 off listed price above $100 off listed price above
PURCHASE SELECT AUDIO PRESENTATIONS** FROM THIS EVENT!
Can't make it to TradeTech in San Francisco or worried that there is too much information to
digest in a few short days at the event? No need to worry. You can purchase select audio
presentations to share with your entire team.
Register for the event today and get your VIP package for an extra $250! That's a savings of over
40% for the CD ROM! Unable to make the event? Purchase the audio presentations for $580.
**Presentations available are at the approval of conference speakers. Allow 3-4 weeks after
event date for shipping
Mark your calendars for the 2010 TradeTech Series!
TradeTech Architecture
November 16 -17, 2010
New York, NY
TradeTech Canada
December 6-7, 2010
Toronto, ON
For every registration
received for TradeTech USA,
WBR will donate a portion
of the registration fee to
Smile Train. For more
information about WBR’s
involvement with Smile Train, please visit
www.TradeTechWest.com.
For team discounts, please contact Bill Penney at 866-691-7771 or bpenney@wbresearch.com.
Group discounts must be be booked and paid for at the same time.
TEAM DISCOUNTS (For Groups of 2+ From Buy Side And Sell Side Firms Only)
Sponsors:
Swap Strategies With Your Peers At TradeTech
Best Value
Best Value

12. Registration Information
I would like registration package:
(please see pricing on page 11)
Buy Side Options:
❑ Buy Side Summit + 2 Day Conference (October 4-6, 2010)
❑ 2 Day Main Conference (October 5-6, 2010)
❑ Buy Side Summit Only (October 4, 2010)
Sell Side Options:
❑ 2 Day Main Conference (October 5-6, 2010)
Other Options:
❑ 2 Day Main Conference (October 5-6, 2010)
❑ Please add audio CD ROM of presentations to my package
Five Easy Ways To Register:
ONLINE www.TradeTechWest.com
EMAIL tradetech@wbresearch.com
FAX This form to 1-646-200-7535 - You will be
contacted for payment details.
MAIL Your registration form and payment
details to:
Worldwide Business Research
535 5th Ave. 8th Floor, New York, NY 10017
CALL 1-888-482-6012 or 1-646-200-7530
Limited complimentary passes available for buy side organizations! Apply for your buy side complimentary pass online at
www.TradeTechWest.com. Or contact Josephine Andrews at 646.200.7448 or email her at JAndrews@wbresearch.com
Terms and Conditions: Complimentary places are strictly reserved for buy side organizations. Passes are allocated at the discretion of WBR. WBR will
charge a 'no-show' fee of $799 if you or a nominated replacement from your organization fails to attend the event. If you register for all three days of
the event and fail to attend the buy side only summit plus one of the main days of the conference, you will be charged 33% of the fee.
Venue Information
The Westin San Francisco Market Street
50 Third Street
San Francisco, CA 94103 US
Sleeping Room Rate: $269.00 Single/Double Occupancy
Offer Cut Off Date: September 10, 2010
TradeTech West has procured a special conference rate of $269.00 per
night (plus tax). To book your reservations, call the Westin San
Francisco Market Street at 888-627-8561 and identify yourself as a
TradeTech West attendee. Rooms are limited and are on a first come,
first served basis, so make your reservations as soon as possible. After
September 10, 2010 rooms may still be available, so inquire with the
hotel if you have missed the cut off date.
Delegate Details: (photocopy for multiple bookings)
Yes! I will be attending TradeTech 2010
Last Name: (Mr/Mrs/Ms): _______________________________________
First Name: ___________________________________________________
Job Title: ____________________________________________________
Department: _________________________________________________
Registration Contact: __________________________________________
Company: ___________________________________________________
Address: ___________________________________________________
____________________________________________________________
City: ________________________________________________________
Post Code: ___________________________________________________
Country: ____________________________________________________
Telephone: ___________________________________________________
Fax: ________________________________________________________
E-Mail: _______________________________________________________
❑ Check enclosed for ________ payable in U.S. $ to WBR
❑ EFT or WIRE TRANSFER PAYMENT DETAILS:
HSBC Bank USA
452 Fifth Ave New York, NY 10018
Routing #: 021001088; SWIFT: MRMDUS33; Worldwide Business
Research USA LLC: Account # 619782161
Please reference code: 10408.005 when registering
Connecticut residents must add 6% sales tax to their registration fee.
❑ Charge to my: ❑ AMEX ❑ Visa ❑ MasterCard ❑ Diners Club
Card # _______________________________________________________
Sum of ________________________ Exp Date: ______________________
Cardholder’s Name______________________________________________
Signature _____________________________________________________
Payment Methods:
12 Call: 646.200.7530 Visit: www.TradeTechWest.com Email: TradeTech@wbresearch.com
October 4-6, 2010
The Westin at
Market Street
San Francisco, CA

13. Can’t make it to:
or afraid there is too much
information to digest in just
a few days?
Get Access to hours of valuable
sessions and take-ways anytime,
anywhere...
Now you can view this outstanding conference
content on your PC or laptop with a CD-ROM that
puts you front and center at these informative
sessions. You'll hear our expert speakers as they
take you through the PowerPoint slides that
illustrated their talks.
This Session Content is available for a
fraction of the registration price.
You can view and listen to the content when
you want, where you want and as many times
as you want.
And if you attend TradeTech, this Conference
CD-ROM set is only $250! (That’s a $580 value!)
VIP Package: $250
(Select any package to attend the event
and for an additional $250 get the
conference CD ROM*)
CD ROM ONLY: $580 *
*Presentations available are at the approval of conference
speakers. Not all presentations will be published. Allow 3-4 weeks
after event date for shipping.
This user friendly format allows you to:
• Gain valuable insight from your peers and
competitors in various Fortune 500 Industries
without leaving the office.
• Share with your colleagues at work.
• Stay up to date with the latest strategies, tactics
and trends in your industry.
Now you can share what you learnt at
TradeTech, with your colleagues.
Don’t leave them in the dark. Purchase the
CD ROM today!
Organized by: