Case File
efta-02040166DOJ Data Set 10OtherEFTA02040166
Date
Unknown
Source
DOJ Data Set 10
Reference
efta-02040166
Pages
5
Persons
0
Integrity
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EFTA DisclosureText extracted via OCR from the original document. May contain errors from the scanning process.
CREDIT SUISSE
" Rising Tide "
Credit Suisse Global Trading Forum 2014
AGENDA (as of January 31, 2014)*
'Subject to change
WEDNESDAY, March 26th, 2014
6:00 p.m. - 9:00 pm
Welcome Cocktail Reception & Registration
Scarpetta
Fontainebleau Miami
4441 Collins Avenue
Miami, FL 33140
THURSDAY, March 27th, 2014
7:00 a.m. - 8:00 a.m.
Breakfast & Registration
Fontainebleau Miami
Conference Center — Luster Gallerie & Sparkle West Ballroom
8:00 a.m. - 8:15 a.m.
8:15 a.m. - 9:00 a.m.
9:00 a.m. — 9:45 a.m.
Welcome Remarks
Michael Paliotta, Managing Director, Credit Suisse, Co-Head of Equities Americas
Sparkle East Ballroom
What Does the End of QE Mean in a Post Elemanke World?
Neil Soss, Managing Director , Credit Suisse, Chief Economist
Sparkle East Ballroom
US Equity Trading Environment
Dan Mathisson, Managing Director, Credit Suisse, Head of US Cash Execution and
Trading
Sparkle East Ballroom
EFTA_R1_00562811
EFTA02040166
CREDIT SUISSE\irk
9:45 a.m. - 10:15 a.m
Break
10:15 a.m. - 11:00
a.m.
What Does
Microstructure
Mean to You?
Tommy Zovich,
Director, Credit
Suisse, Head of
Research &
Consulting Group
Splash 9/10
Debunking ETF
Myths: Using
ETFs to Drive
Alpha
Dodd Kiltsley,
Director of
Investments &
Analytic%
Blackrock
iShares
Jim McKeever.
Managing
Director, Credit
Suisse
Rob Bemstone.
Managing
Director, Credit
Suisse
Splash 9110
Credibility &
Inflation:
James Sweeney,
Managing Director,
Credit Suisse
Splash 11/12
Understanding Risk
Parity
Edward Torn, Managing
Director, Credit Suisse
Dr. Sid Browne, Managing
Director, Credit Suisse
Asset Management
Splash 13/14
11:00a.m. -11:45am
European &
Asian Market
Update
Matthew
Cousens
Director, Credit
Suisse
Ross Whittaker
Director, Credit
Suisse
Splash 3/4
Asset Owners
Client Panel:
Moderator:
Michael G.
Clark, Managing
Director, Credit
Suisse
Splash 9/10
Conversations
That Matter:
Buyside
Roundtable
Discussions
PART 1
Phil Mackintosh,
Managing Director,
Credit Suisse
Jonathan Kelley,
Vice President,
Credit Suisse
Splash 11/12
How the End of
Quantitative Easing Will
Affect the Outlook for
Carry Strategies
Speaker TBD
Splash 13/14
11:45 a.m. - 1:15 p.m.
LUNCH - Sparkle West
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EFTA02040167
CREDIT SUISSE
1:15 p.m. - 2:15 p.m.
The Head Trader
Global
Conversations
Derivatives Traders
as Chief Risk
Exchange
That Matter:
Panel
Officer
Panel
Buyside
Roundtable
Moderator: Jon
Moderator:
Discussions
Kinderlerer,
Managing
Paul Jigenti
Managing
PART 2
Director, Credit
Director
Suisse
Market
Structure. TD
Todd Rapp, CRO,
High fields Capital
Ameritrade
Phil Mackintosh,
Managing Director.
Moderator. James
Masserio, Managing
Management
ISE
Credit Suisse
Director. Credit Suisse
NYSE Euronext
Katherine
ICE
Macleod. Senator
Investment Group
TMX
BATS
Jonathan Kelley,
Vice President.
NASDAQ
Credit Suisse
Scott
Friedman.Head of
Trading & Risk
Splash 9/10
Splash 11/12
Management
Splash 13/14
Soroban Capital
Partners
Splash 3/4
Canadian & US
It's a Small
Equity Traders'
Using Systematic
Border Patrol:
World After
Fireside Chat
Investment Strategies to
2:15pm-3:00pm
Challenges &
All: Small Cap
Capture Risk Premia
Solutions
Perspectives
Dmitry Bulkin,
Director, Credit
Suisse
Lifiana Soto, Vice
Richard
Telesco.
Director. Credit
Suisse
Dave Cummings,
Owner & Chairman
of the Board,
Tradebot
Dr. Sid Browne, Managing
Director, Credit Suisse
Asset Management
President, Credit
Suisse
Megan Burke,
Director. Credit
Suisse
Paul Whitehead.
Managing Director,
Co-Head Americas
Equity Trading.
Lori Calvasina,
Director, Credit
Blackrock
Suisse
Timothy Whee,
Director, Credit
Suisse
Splash 3/4
Splash 9/10
Splash 11/12
Splash 13/14
H:HH Hin: - HHIH p:m:
Br:HHIc
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CREDIT SUISSE
3:15 p.m. - 4:00 p.m.
4:00 p.m. - 4:45 p.m.
Sparkle East Ballroom
TBD
Michael Mouboussin, Managing Director, Credit Suisse
Sparkle East Ballroom
4:45 p.m. - 6:30 p.m.
Break
6:30 p.m. - 7:15 p.m.
7:15 p.m. - 9:30 p.m.
Cocktail Reception - Sparkle West Ballroom
Dinner
Economic Strategy for the 21" Century -
Keynote Speaker: The Honorable .41 Gore
Sparkle East Ballroom
FRIDAY, MARCH 1st, 2012
7:00 a.m. - 8:30 a.m.
8:30 a.m. - 9:30 a.m.
Breakfast & Registration
Fontainebleau Miami
Conference Center —Luster Gallerie & Sparkle West Ballroom
Damnation, Salvation and Harmonization Gestation: the Causes,
Cures and Status of Global Financial Regulatory Reform
Commissioner Bart Chilton, US Commodity Futures Trading Commission
Sparkle East Ballroom
9:30 a.m. -10:15 a.m.
Speaker TBD
Sparkle East Ballroom
10:15 a.m. - 10:30 a.m.
Break
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CREDIT SUISSE
10:30 a.m.• 11:15 a.m.
Digital Alpha:
Electronic Ideas,
News & Feeds
Moderator: Dan
Colarusso, Editor of
Digital Media,
Thomson Reuters
Richard Kyd, Director,
Credit Suisse
Gautham Sastri
CEO, iSentium
Technologies
Splash 9110
Volatility Control:
Exploring Different
Methods of Risk
Controlling Index
Products
Vincent Samat,
Director, Credit Suisse
Splash 11/12
A Rising Tide - The Effect of
Rising Interest Rates on Equity
Volatility
Paul Staneski, Derivatives
Solutions, LLC
Grace Koo. Managing Director,
Credit Suisse
Splash 13/14
11:15 a.m. — 12:00 p.m.
12:00 noon
Latin American
Perspectives: Who
and What's Next?
Moderator, Rodrigo
Oliveira, Vice
President, Credit
Suisse
Victor Schabbel, Vice
President,
Credit Suisse
Splash 9110
How to Sell Volatility
in a Low Volatility
Environment
Bobby lamer. Vice
President, Credit
Suisse
Splash 11/12
Boxed Lunch & Departure
• Please note agenda is subject to change
The Unloved Greeks: Why
Theta and Rho Matter
Paul Staneski. Derivatives
Solutions, LLC
Splash 13/14
EFTA_R1_00562815
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Forum Discussions
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