Only one and a half

days off your desk!

TradeTech Canada focuses on buy/sell side December 6-7, 2010

Hyatt Regency Toronto
relationships, trading strategies and
Toronto, ON
regulatory changes! www.tradetechcanada.com
Blog: www.thetradetechblog.com

A Few Of This Year’s 24 Leading Speakers Includes

Shaen Ramsay Sal Guatieri Edward J. Smith
Head Trader Senior Economist Senior Trader
Gluskin Sheff + Associates Inc. BMO Capital Markets Pyramis Global Advisors

Susan Wolburgh Jenah Sri Iyer Allen Karakatsanis

President and CEO Senior Portfolio, Head of Senior Project Manager, Business
Investment Industry Regulatory Global Investments and IT Solutions
Organization of Canada (IIROC) Guardian Capital Sprott Asset Management

Check Out What’s New At TradeTech! Introducing The

You asked, we listened.
• Now just a day and a half! Maximize your learning while
spending the least possible time off your desk
• New convenient downtown location – attending TradeTech
Canada has never been so easy
• More closed door buy side ONLY networking time with the
buy side only hour. This private buy side workshop is the
perfect opportunity for you to learn new strategies from
your peers that you’ll want to implement immediately
• TradeTech is NOT just about technology – this year’s event
covers all the areas you need to make your desk more
profitable in 2011 Also Join Our Community On
Don’t miss out on our special
on-line trading news, exclusive interviews and
more on the brand new TradeTech Blog. Visit
www.thetradetechblog.com to hear all about
latest news and opinions that are sure to make
your equity trading operations more profitable.
Gain insider information you can’t find
anywhere else!
And @ tradetech

Sponsors: Organized by:

Register Today: Call: 1-888-482-6012 or 646-200-7530 Fax: 1-646-200-7535

Email: TradeTechCa@wbresearch.com Web: www.TradeTechCanada.com
 December 6-7, 2010
Hyatt Regency Toronto
Toronto, ON
www.tradetechcanada.com
Blog: www.thetradetechblog.com
TradeTech Canada focuses on buy/sell side relationships,
trading strategies and regulatory changes!

Why TradeTech Canada? Table of Contents

TradeTech Canada is your best opportunity to learn from the equity market’s brightest minds. Walk away
with strategies that consistently bring value to your trading desk, best execution tactics and market
structure changes that are sure to have a significant impact on your profitability in the next six months. Conference Agenda
Day One ......................... 3
This equity trading conference hosts more buy side speakers providing you with your best opportunity
to learn practical case studies from Canada’s top asset management firms. TradeTech’s large, balanced Buy Side
audience offers you the chance to network with traders you don’t regularly get to meet.
Head Trader
Confirmed Speakers: Think Tank ...................... 3
• Shaen Ramsay, Head Trader, Gluskin Sheff + Associates Inc.
• Susan Wolburgh Jenah, President and CEO, Investment Industry Regulatory Organization of Buy Side Only
Canada (IIROC) Session ........................... 4
• Alison Graham, CIO, Voltan Capital Management
• Sal Guatieri, Senior Economist, BMO Capital Markets
Conference Agenda
• Tom Brown, Manager, Trade Support and Settlement, RBC Asset Management Day Two ......................... 5
• Michael Levas, Founder and CIO, Olympian Capital Management
About Our
• Julie El-Taher, Director, Head of Institutional Sales, Credit Suisse AES
• Jamie Ritchie, Director, Capital Markets Trading, Brockhouse & Cooper Inc
Sponsors ........................ 6
• Robert Kissell, Ph.D., Executive Director, UBS About Our
• Allen Karakatsanis, Senior Project Manager, Business and IT Solutions, Sprott Asset Management Media Partners............... 6
• Jason Russell, President and Chief Information Officer, Acorn Global Investments
• Lee Morakis, Managing Director, Portfolio and Electronic Trading, Bank of America Merrill Lynch Conference Pricing
• Laurie Berke, Principal, The TABB Group and Team Discounts ....... 7
• Sri Iyer, Senior Portfolio, Head of Global Investments, Guardian Capital
• Andrew C. Fairbanks, Director, Senior Research Analyst, Canadian Energy, Bank of America Merrill Lynch Venue and
• Spiros Giannaros, Vice President, Sales, America, Charles River Development Hotel Information ........... 7
• AnneMarie Ryan, President, AMR Associates
• Graham MacKenzie, Executive Director, Cash Equities, CIBC Registration Form ........... 8
• Edward J. Smith, Senior Trader, Pyramis Global Advisors
• Brad Wylie, Managing Director and Head of Canadian Sales Trading, Barclays Capital
• Robert Young, Managing Director, Liquidnet
• Vidis Vaiciunas, VP and Head of Trading, Highstreet Asset Management
• David Franasiak, Principal, Williams & Jensen
• Robert Sneddon, President, Castlemoore Inc.
• Daniel Bisaillon, Head Trader, Caisse de Depot Et Placement Du Quebec

www.TheTradeTechBlog.com
Here’s a sample of the EXCLUSIVE content you can accesses from our TradeTech network:
TradeTech New York Audience Polling Results
Every year, we poll the audience at our TradeTech conferences to find
out the latest industry trends and issues. This year, at TradeTech in New
York, 326 buy side and sell side traders participated in our survey on
site. See the results now!
Past Presentations
Using Managed Futures To Hedge Your Equity Trading Strategies
Robert V. Koloshuk, Senior Strategist & Director of Trading, Integrated
Managed Futures Corp
Broker Selection
Milos Vukovic, VP Investment Policy, RBC Asset Management Inc.
Podcasts
Block Trading and Block Liquidity
Kurt Kujawa, Head Trader at Cortina Asset Management, talks about
the importance of block trading and block liquidity with Kelly Hushin,
Online Content Manager, Worldwide Business Research, producers
of Trade Tech. Here, Kurt touches on how buy side traders are
currently trading blocks, negotiating block trades and the electronic
vs. broker method of trading blocks.
Podcast: Lee Weiner, Head of Electronic Trading at JMP Group on
managing trading system risk
Lee Weiner, Head of Electronic Trading at JMP Group talks about
current trading systems, the crisis of ’08 and what happened on
May 6th, as well as where risk management is most critical and the
challenges of managing risk with Kelly Hushin, Online Content
Manager, Worldwide Business Research, producers of Trade Tech in
San Francisco
And more! To access these resources visit us at
www.TradeTechCanada.com. Keep up to date about our newest
material

REGISTER TODAY! Call: 1-888-482-6012 or 646-200-7530 Fax: 1-646-200-7535

2 Email: TradeTechCa@wbresearch.com Web: www.TradeTechCanada.com
Who Will You Meet At TradeTech Canada?

You should attend TradeTech Canada if you are a president, head, VP, managing director, or director of:
• Trading • Portfolio Management • Electronic Trading • Applications
• Equity Trading • International Trading • Connectivity • Program Trading
• Trading Technology • Electronic Execution • Operations • Algorithmic Trading
• IT/Systems • Sales Trading • Trade Compliance • Trade Management

Conference Day One • Monday, December 6, 2010

7:45 Conference Registration & Breakfast In The Solutions Robert Young
Zone Managing Director
Liquidnet
8:30 Welcoming Remarks Laurie Berke
Debra Haym Principal
Executive Director The TABB Group
TradeTech Canada
10:35 Morning Refreshment Break In The Solutions Zone
8:35 Chairperson’s Opening Address
11:05 Executive Presentation
8:50 Canada’s Economic Outlook: Implications For Brad Wylie
Investors Managing Director and Head of Canadian Sales Trading
• Examining Canada’s recovery: Will there be a double dip? Barclays Capital
• Is inflation or deflation the bigger threat?
• Reviewing the current housing market: Is housing headed for a U.S.- 11:40 Panel: Optimizing Your Global Trading Strategy To
style crash? Achieve Best Execution
Sal Guatieri Robert Kissell, Ph.D.
Senior Economist Executive Director
BMO Capital Markets UBS
Additional panelist TBD. Go to www.TradeTechCanada.com for program updates.
9:25 Deep Dive Into Commodities
Andrew C. Fairbanks 12:15 Trading From Intuition: Using Your Right And Left Brain
Director, Senior Research Analyst, Canadian Energy
Bank of America Merrill Lynch
To Become A More Effective Trader
a. How winning traders use fundamental technical analysis and intuition
10:00 Panel: Accessing The Greatest Pools Of Liquidity In A together
b. Using your intuition to trade patterns that technology does not recognize
Fragmented Canadian Marketplace
and understand
• Highlighting challenges caused by current market fragmentation in
c. Understanding ther traders and what separates them from mediocrity to
Canada
excellence
• Exploring the changing Canadian market structure – where can you
find additional liquidity
Michael Levas
• Finding the benefits and risks for using multiple venues: Dark pools,
Founder and CIO
ATSs, ECNs, etc
Olympian Capital Management
• Uncovering the benefits that traditional trading with your broker can
also mean for accessing greater liquidity
12:50 Lunch

Track A Buy Side Only Think Tank

1:50 Chairperson’s Opening Address 1:50-3:00 Buy Side Head Trader Think Tank Invitation
2:00 Panel: Moving Towards Multi-Asset Class Trading In Chairperson: Only
Canada
• Examining the current growth of multi-asset trading for both buy and sell Lee Morakis
side desks Managing Director, Portfolio and Electronic Trading
• Identifying key solutions that will help the evolution of multi-asset trading Bank of America Merrill Lynch
• Reviewing current regulations: Are any of the asset classes you are looking
at affected? Moderators:
• Creating an actionable plan to determine if this is the right strategy for you
Daniel Bisaillon
and your traders
Head Trader
Jason Russell Caisse de Depot Et Placement Du Quebec
President and Chief Information Officer
Acorn Global Investments Edward J. Smith
Vidas Vaiciunas Senior Trader
VP and Head of Trading Pyramis Global Advisors
Highstreet Asset Management

Sponsor: Organized By:

3
Conference Day One • Monday, December 6, 2010

Track A Buy Side Only Think Tank

2:35 Panel: Examining The Current Buy/Sell Side Relationship

For over 4 years now, TradeTech and Bank of America Merrill Lynch have
• Identifying market changes that will reshape the industry in 2011
hosted the buy side only think tank because you have said it is some of the
• What does the trading floor of the future look like and what will this mean
most valuable time you spend off your desk. Take part in this opportunity to
to a the buy and sell side partnership in a fragmented Canadian market?
have an open and honest debate with your fellow senior level buy side
• As more asset classes are traded by each trader, how will this affect the buy
traders.
and sell side traders relationship?

Edward J. Smith Topics will be determined approximately 2 weeks prior to the event to
Senior Trader ensure the most critical trading topics are addressed.
Pyramis Global Advisors
This is your opportunity to nominate topics. Send us your ideas on
Vidas Vaiciunas our linkedin group, twitter or email Debra Haym at
VP and Head of Trading dhaym@wbresearch.com.
Highstreet Asset Management

3:10 Afternoon Refreshment & Networking Break In The Solutions Zone

3:40 Panel: Examining How Traders Should Respond And

Operate In A High Frequency Trading Environment
(HFT)
The comments
• Determining how much of your order flow interacts with HFT. How is this
changing the way your approach your electronic and non-electronic
and participants
trades?
• How do you compete with the high frequency traders? Is there a new were very open
strategy you should adopt?
Darryl Noronha, Head of Equity Trading, RBC Asset
• How will future regulation affect how you operate in a high frequency
environment
Management, a Head Trader Think Tank Moderator

Julie El-Taher
Director, Head of International Sales
Credit Suisse AES Good sounding board
Graham MacKenzie
Executive Director, Cash Equities for things we are thinking
CIBC

4:15 Panel: Examining The Future Of FIX In Canadian

of exploring
Equity Trading Brent Robertson, Principal, Quantitative Equity,
• Identifying recent changes to FIX Protocol and how they’ll affect your OMERS Capital Markets
trades
• Understanding the potential for critical efficiencies using the protocol
• Locating and overcoming potential barriers
Tom Brown This was probably
Manager, Trade Support and Settlement
RBC Asset Management the best part of
Allen Karakatsanis
Senior Project Manager, Business and IT Solutions TradeTech Canada for me
Sprott Asset Management
Waznma Noorzayer, Trader, DFA,
Spiros Giannaros speaking of the Buy Side Head Trader Think Tank
Vice President, Sales, America
Charles River Development

4:50 UBS Gala Cocktail Reception

After a full day, unwind, relax and have fun with your friends and peers at the UBS Cocktail Reception.
Don’t miss this opportunity to network in this informal atmosphere.

6:00 End Of Day One

REGISTER TODAY! Call: 1-888-482-6012 or 646-200-7530 Fax: 1-646-200-7535

4 Email: TradeTechCa@wbresearch.com Web: www.TradeTechCanada.com
 Buy side – Don’t Miss TradeTech’s Buy Side ONLY Hour • December 7, 2010 8-9AM
1. Your most critical questions answered by industry experts
• Be proactive and have your questions answered. Determine which trading strategies would add the most benefit to your desk in an intimate, vendor

free environment where you can talk freely.

2. Make the best use of your time away from the desk
• Enjoy this unique, private and exclusive format for you, the buy side, to get personalized answers from several Canadian buy side rather than just 1

to 1 meetings.
3. Networking, Networking, Networking
• Use this unparalleled opportunity to network, exchange ideas and benchmark with your senior level buy side peers. Apply new ideas immediately.

Create and share new concepts of your own!

Conference Day Two • Tuesday, December 7, 2010

8:00 Breakfast In The Solutions Zone • Understanding what is coming and how it will change your trading
processes and best execution requirements
Concurrent Session
David Franasiak
8:00 Buy Side Only Hour NEW
Principal
This exclusive buyside only session allows you to openly strategize ways Williams & Jensen
to ramp up your desk’s trading performance in an intimate
environment free of vendors or media. Learn what works best for the 10:55 Morning Refreshment & Networking Break In The
buy side FROM the buy side! Solutions Zone
Roundtable 1: Moving Away From Algos To More Traditional Trading
11:25 Exploring New Trading Opportunities Emerging In The
Shaen Ramsay
BRIC Markets
Head Trader • Uncovering how Canada’s buy side is connecting to emerging markets
Gluskin Sheff + Associates Inc. • Compare similarities and differences between Canadian trading techniques
from the firms
Roundtable 2: Topic To Be Determined
Vidas Vaiciunas Alison Graham
VP and Head of Trading CIO
Highstreet Asset Management Voltan Capital Management

9:00 Chairperson’s Address 12:00 The Global Competitive Landscape For Exchanges And
Alternative Marketplaces
9:10 IIROC presentation • What are the long term benefits of multi-marketplaces for investors and
participants – what are some of the “unintended consequences”?
Susan Wolburgh Jenah • How has regulation shaped the competitive landscape for marketplaces –
President and CEO the ATS Rules in Canada; Reg. NMS in the US, and MIFID in Europe?
Investment Industry Regulatory Organization of • Who’s winning and who’s losing – is it a zero-sum game?
Canada (IIROC)
AnneMarie Ryan
President
9:45 Gaining A Global Perspective Of How Money
AMR Associates
Management Is Evolving
The advent of the European Union in the mid-1990s catalyzed the
12:35 Lunch
continuing convergence of developed economies and markets. This
convergence led to a breakdown of traditional alpha sources such as
1:30 Interactive Workshop: Institutional Equity Brokerage
region, country, size and style allocation. This convergence, unlikely to
2011: Assets, Commission Management and
be reversed, puts stock selection at the forefront of alpha generation.
Concentration
Global markets are undergoing the next cycle of integration as
In this session, Laurie reveals the results of TABB Group’s annual study. This
emerging markets merge into the mainstream global economy. How
equity brokerage study, TABB Group spoke to 60-70 head traders at traditional
does one capitalize on these significant events?
asset management firms, including most of the largest mutual fund and
Sri Iyer investment advisory firms in the US. They manage an aggregate $12.1 trillion
Senior Portfolio, Head of Global Investments in AUM. The discussions covered trends in low-touch and high-touch
Guardian Capital commission rates; the arrival of formal unbundling of execution and research
payments; the continued growth in commission management agreements
10:20 Assessing Regulatory Changes In The US: How Will (CSAs), execution-plus pricing and commission ratios and much more.
Canadian Markets Be Affected? Laurie Berke
• Analyzing current regulations in Canada and how they are affecting Principal
equity trading The TABB Group
• Examine regulatory changes currently affecting the US. Will similar
laws come into affect in Canada? 3:00 TradeTech Canada Concludes

Sponsor: Organized By:

5
 Join TradeTech Canada!
125+ buy side traders. Trillions in assets under management. Can you afford to not be at TradeTech Canada? Only the world’s leading technology providers
and sell side firms need apply. Sponsorship and exhibiting opportunities are extremely limited so contact Seth Weisleder at 646-200-7493 or
sweisleder@wbresearch.com
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.
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/endof-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. It is fully integrated with the broker-neutral Charles
River FIX Network
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.
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,
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.
Canadian Society of Technical Analysts The Canadian Society of Technical
Analysts was founded in 1984 as a non-profit professional organization with
the following objectives:
• Encourage the development of technical analysis.
• Provide an outlet for the exchange of information for the benefit of all members.
• Educate the financial community in Canada about the uses of technical analysis in the
investment decision-making process.
• Foster among its members the practice of technical analysis in a professional and ethical
manner.
As part of its educational mandate, the CSTA holds regular meetings in several major centres
across Canada (currently Toronto, Montreal, Calgary, Vancouver and Ottawa).
Visit www.csta.org for more information.
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/
Electronic Trading is a complete online information resource
and newsletter focusing exclusively on the business of
electronic trading. Powered by the expert editors at A-Team
Group, Electronic Trading provides insight into how sell-side firms leverage new technologies
and how buy-side firms turn new capabilities into superior financial performance and business
processes. Topics include algorithmic trading models, matching systems for the buy- and sell-
side and interdealer segments, OMS systems, liquidity aggregators, transaction messaging
and protocols and more. Download a free issue and access a library of free resources at
www.Electronic-Trading.com.
FinRoad is a fast growing networking site reserved to Financial Markets
professionals, with exclusive tools to detect and develop business, career
REGISTER TODAY! Call: 1-888-482-6012 or 646-200-7530 Fax: 1-646-200-7535
6 Email: TradeTechCa@wbresearch.com Web: www.TradeTechCanada.com
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. For more information on ITG, please visit www.itg.com.
Linedata (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
postsettlement. 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
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.
and networking opportunities. Whether you are willing to sell, buy, invest or raise funds, smart
matching tools narrow down thousands into a manageable number of real opportunities in one
single click!
Based on a precise classification of financial markets subsectors, functions and instruments expertise.
FinRoad also offers companies from the industry (brokers, buy side, exchanges, IT and data/software
vendors...) highly targeted marketing tools based on its new B2B marketing platform and Social
Media consulting for Finance.
"Let’s get connected!" : www.finroad.com
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.
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.
Market Data Insight is the leading newsletter of insight into the
business of financial information and data distribution technologies
supporting trading rooms globally. Powered by the expert editors at A-Team Group, topics include
real-time market data services, specialist news, research and analysis services, trading room
infrastructure and more. Download a free issue and access a library of free resources at
www.Market-Data-Insight.com.
Seeking Alpha (www.seekingalpha.com) is the premier financial
website for actionable stock market opinion and analysis. Handpicked
from the world's top blogs, money managers, financial experts and
investment newsletters, Seeking Alpha publishes more than 250 articles daily. Seeking Alpha gives a
voice to over 3,000 contributors worldwide, providing access to the nation's most savvy and
inquisitive investors. The award-winning site is the only free, online source for over 3,000
companies' quarterly earnings call transcripts including all of the Russell 3000 Index. Seeking Alpha
was named the Most Informative Website by Kiplinger's Magazine and received Forbes Magazine's
'Best of the Web' Award.
WCM is a non-profit organization that aims to attract, retain and advance women in
the capital markets. WCM’s innovative programming offers diverse and creative
opportunities for networking, personal and professional development, mentoring and
coaching at every step of your career. More information is available at www.wcm.ca.
TradeTech Canada Pricing

Register and pay Register and pay Register and pay Full
Buy Side Pricing in full by 9/15/2010 in full by 10/15/2010 in full by 11/15/2010 Price

Two Day
Conference $399 $499 $599 $699

Register and pay Register and pay Register and pay Full
Sell Side Pricing in full by 9/15/2010 in full by 10/15/2010 in full by 11/15/2010 Price

Two Day
Conference $1,599 $1,699 $1,799 $1,899

Full
Others Pricing Price

Two Day
Conference $2,199

Group Discounts are available for those companies wanting to send multiple representatives to TradeTech Canada 2010: To secure space for your team, contact
Bill Penney by phone at 1-866-691-7777 or by e-mail at bpenney@wbresearch.com.

All registrations are subject to 13% HST tax.

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. Venue and Hotel Information
Sell side includes those institutions engaged in investment banking and brokerage
operations, as well as direct trading services to buy side institutions. 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.
Visit http://www.wbresearch.com/tradetechcanada/FAQ.aspx to view our
cancellation/substitution and postponement policy

Purchase Select Audio Presentations From The Event

Standard Price
VIP Package - Conference +CD Rom $250
CD Rom Only $580
Hyatt Regency Toronto
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to digest in a few short days at the event? No need to worry. You can purchase select Canada M5V 1J9
audio presentations to share with your entire team. Tel: +1 416 343 1234
Register for the event today and get your VIP package for an extra $250! That's a Fax: +1 416 599 7394
savings of over 40% for the CD ROM! Unable to make the event? Purchase the audio www.Toronto.Hyatt.com
presentations for $580.
TradeTech Canada has procured a special
*Presentations available are at the approval of conference speakers. Allow 3-4 weeks
after event date for shipping. conference rate of $169.00 CAD per night (plus
tax). To book your reservations, call the Hyatt
Regency Toronto at 416-343-1234 and identify
yourself as a TradeTech attendee. Rooms are limited
For every registration received for TradeTech Canada and are on a first come, first served basis, so make
2010 , WBR will donate a portion of the registration your reservations as soon as possible. The
fee to Smile Train. For more information about discounted rate expires November 12th, 2010. If
WBR’s involvement with Smile Train, please visit you have missed the cut off date, rooms may still be
www.TradeTechCanada.com available, so inquire with the hotel.

Sponsor: Organized By:

7
 WBR
6-7 December, 2010 535 Fifth Avenue, 8th Floor
Hyatt Regency • Toronto, ON New York, NY 10017

TradeTech Canada focuses on buy/sell side relationships,

trading strategies and regulatory changes! Five Easy Ways To Register
ONLINE www.TradeTechCanada.com
❑ Yes! I want to attend TradeTech Canada December 6-7, 2010 • EMAIL TradeTechCa@wbresearch.com
Please sign me up for: FAX This form to us at 1-646-200-7535 and you will be
❑ Conference (Dec 6-7) + CD Rom ❑ Conference (December 6-7) contacted for payment details .
MAIL Form w/payment to WBR, 535 5th Ave., 8th Floor, New
Please see previous page for pricing information and related details
York, NY 10017
Delegate Details Please photocopy this form for additional registrations.
(Mr./Ms./Dr.) First Name ___________________________________________________________ CALL 1-888-482-6012 or 1-646-200-7530
Last Name ______________________________________________________________________
Title __________________________________________________________________________
Department ___________________________ Organization _____________________________
Address _______________________________________________________________________
City __________________________State _____Zip ___________________________________
Phone (_____) ____________________Fax (_____) ____________________________________
E-Mail_________________________________________________________________________
Registration Contact ____________________________________________________________

Your priority booking code is:

When registering please provide the code above.

Payment Methods:
❑ 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: 619782161 Reference: 10578.005
❑ Charge to my: ❑ AMEX ❑ Visa ❑ MasterCard ❑ Diners Club ❑ Discover Card
* Connecticut residents must add a 6% tax to their registration fee.
Card # ___________________________________________________________________________
Sum of ___________________________ Exp Date: _______________________________________ Attention Mailroom: If undeliverable to the addressee this time
Cardholder’s Name__________________________________________________________________ sensitive information should be forwarded to the Head of Trading
Signature _________________________________________________________________________ or Head Trader
Please visit www.TradeTechCanada.com for WBR’s cancellation, postponement and substitution policy. 10578.005/NM
Payment is due in full at the time of registration.

strategies and regulatory changes!

buy/sell side relationships, trading
TradeTech Canada focuses on
Web: www.TradeTechCanada.com
Fax: 1-646-200-7535 Email: TradeTechCa@wbresearch.com
Register Today: Call: 1-888-482-6012 or 646-200-7530

100
150
200
250
300
350
400
450
500
550

TradeTech North America Buy Side Attendees

Event In Canada. Only Here Can You:

TradeTech Is The Only MUST ATTEND Trading
■ Gain insight into new regulations that will affect your everyday

■ Take advantage of more small-group, pitch free formats to ensure

■ Build stronger relationships with your peers and broker dealer

■ Network with over 133 of your buy side peers to learn new
2006

183

trading practices

alpha generating strategies are shared

partners to ensure best execution

profitable trading strategies

2007

423
2008

515
2009

560
Organized by:

Sponsors:

Blog: www.thetradetechblog.com

Hyatt Regency Toronto

www.tradetechcanada.com

December 6-7, 2010

Only one and a

half days off
Toronto, ON

your desk!