Skip to main content
Skip to content
Case File
efta-efta00307132DOJ Data Set 9Other

CREDIT SUISSE

Date
Unknown
Source
DOJ Data Set 9
Reference
efta-efta00307132
Pages
5
Persons
0
Integrity
No Hash Available

Summary

Ask AI About This Document

0Share
PostReddit

Extracted Text (OCR)

EFTA Disclosure
Text 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. Welcome Remarks Michael Paliotta. Managing Director. Credit Suisse. Co-Head of Equities Americas Sparkle East Ballroom 8:15 a.m. - 9:00 a.m. 9:00 a.m. — 9:45 a.m. What Does the End of OE Mean In a Post Bemanke World? Neil Soss. Managing Director. Credit Suisse. Chief Economist Sparkle East Ballroom US Equity Trading Environment Dan Maihisson. Managing Director. Credit Suisse. Head of US Cash Execution and Trading Sparkle East Ballroom EFTA00307132 CREDIT SUISSE 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 Kittsley, Director of Investments & Analytics. Black rock iShares Jim McKeever. Managing Director, Credit Suisse Rob Bemstone, Managing Director, Credit Suisse Splash 9/10 Credibility & Inflation: James Sweeney, Managing Director, Credit Suisse Splash 11/12 11= . -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 MacHntosh, Managing Director, Credit Suisse Jonathan Kelley, Vice President, Credit Suisse Splash 11/12 Understanding Risk Parity Edward Tom, Managing Director, Credit Suisse Dr. Sid Browne, Managing Director, Credit Suisse Asset Management Splash 13/14 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 EFTA00307133 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 Jiganti Managing PART 2 Director, Credit Director Suisse Market Structure, TO Todd Rapp, CRO, High fields Capital Management Ameritrade ISE Phil Mackintosh, Managing Director, Credit Suisse Moderator, James Massed°, Managing Director, Credit Suisse NYSE Euronext Katherine ICE Macleod, Senator Investment Group TMX BATS NASDAQ Jonathan Kelley, Vice President, Credit Suisse Scott Friedman,Head of Trading & Risk Splash 9110 Splash 11/12 Management, Soroban Capital Splash 13/14 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 Liliana Soto, Vice Richard retest°, 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 Paul Whitehead. Managing Director. Suisse Co-Head Americas Lod Calvasina, Director, Credit Equity Trading, Blacked( Suisse Timothy Whee, Director, Credit Suisse Splash 3,4 Splash 9/10 Splash 11/12 Splash 13/14 3:00 p.m. - 3:15 p.m. Break EFTA00307134 CREDIT SUISSE 3:15 p.m. - 4:00 p.m. Sparkle East Ballroom 4:00 p.m. - 4:45 p.m. 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. Cocktail Reception - Sparkle West Ballroom 7:15 p.m. - 9:30 p.m. Dinner Economic Strategy for the 21' Century - Keynote Speaker: The Honorable Al Gore Sparkle East Ballroom FRIDAY, MARCH 15t, 2012 7:00 a.m. - 8:30 a.m. Breakfast & Registration Fontainebleau Miami Conference Center —Luster Gallerle & Sparkle West Ballroom 8:30 a.m. - 9:30 a.m. 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. • 1040 am. Break EFTA00307135 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 9/10 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. Latin American How to Sell Volatility The Unloved Greeks: Why Perspectives: Who and What's Next? in a Low Volatility Environment Theta and Rho Matter Bobby lanev. Vice Paul Staneski. Derivatives Moderator. Rodrigo President. Credit Solutions. LLC Oliveira. Vice Suisse President. Credit Suisse Victor Schabbel. Vice President. Credit Suisse Splash 9/10 Splash 11/12 Splash 13/14 12:00 noon Boxed Lunch & Departure ' Please note agenda Is subject to change EFTA00307136

Related Documents (6)

House OversightOtherNov 11, 2025

George McGovern’s Stratford Inn memoir used in J.P. Morgan market commentary

The passage is a market commentary that references George McGovern’s post‑senate inn investment and assorted political opinions. It contains no concrete allegations, financial transactions, or actiona Mentions George McGovern’s lease of the Stratford Inn in Connecticut after leaving the Senate. References past statements by Bill Clinton, Al Gore, Alan Greenspan, and Robert McNamara. Cites a footno

7p
House OversightUnknown

Deepak Chopra email mentioning Al Gore filming and a Harvard lunch with George Church

Deepak Chopra email mentioning Al Gore filming and a Harvard lunch with George Church The passage contains a casual email exchange with no concrete allegations, transactions, or actionable details. It mentions high‑profile individuals (Al Gore, George Church, Deepak Chopra) but only in a personal context, offering no evidence of misconduct, financial flows, or policy relevance. The only potential lead is the mention of a filming project with Al Gore, which could be explored for funding sources, but the email provides no specifics. Key insights: Deepak Chopra plans to film with Al Gore on a Sunday.; A Harvard lunch is proposed with George Church.; The email includes a standard confidentiality disclaimer.

1p
DOJ Data Set 10OtherUnknown

EFTA01693896

100p
DOJ Data Set 9OtherUnknown

From: Office of Terje Rod-Larsen ‹

18p
House OversightOtherNov 11, 2025

Jeffrey E. emails Michael Wolff linking Boies Schiller counsel to claims that Al Gore and Bill Clinton were on an island tied to Harvey Weinstein s...

The email suggests a possible connection between a high‑profile attorney (Boies Schiller) and unverified claims that former President Al Gore and former Secretary of State Bill Clinton were present on Email from a private individual to journalist Michael Wolff references a People.com article about We Mentions "Boies" as "hisco counsel" (likely Boies Schiller law firm) representing the sender. Alle

1p
House OversightOtherNov 11, 2025

Epstein email praising a young sustainability expert who allegedly influenced P&G practices

The passage links Jeffrey Epstein to a high‑profile corporate client (Procter & Gamble) and suggests he facilitated the introduction of a young woman who allegedly provided insider‑level sustainabilit Epstein corresponded with Faith Kates about a female sustainability expert. The expert allegedly embarrassed scientists and prompted P&G to change practices. Reference to a New York Times article lin

1p

Forum Discussions

This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.

Annotations powered by Hypothesis. Select any text on this page to annotate or highlight it.