CREDIT SUISSE
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
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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
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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
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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
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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
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[Image 1] The image shows a table with text, which appears to be a schedule or agenda for a series of meetings or events. The table is organized with columns and rows, each row representing a different meeting or event. The text includes names, dates, times, and possibly the locations or topics of the meetings. The top of the document features the logo of Credit Suisse, indicating that the document is likel
[Image 2] The image shows a document with a table and text. The table appears to be a schedule or agenda for a meeting or event. It lists various sessions or topics with corresponding dates and times. The text at the top of the document reads "Credit Suisse," which is likely the name of the organization or company associated with the document. The visible text includes dates such as "10.06.2015," "11.06.201
[Image 3] The image is a photograph of a printed document, specifically a schedule for a conference. The document is titled "Credit Suisse Global Trading Forum 2014" and lists various sessions and speakers scheduled for the event. The sessions include topics such as "The Future of Trading," "The Evolution of Trading," and "The Role of Technology in Trading." The document also includes a logo for Credit Suis
[Image 4] The image shows a document with a table of information, likely a schedule or agenda for a conference or event. The top of the document features the logo of Credit Suisse, indicating that the event is associated with this financial institution. The table lists various sessions or activities, each with a title, a speaker or presenter, and a time slot. The sessions cover topics such as "The Future of
[Image 5] The image shows a document with a schedule of events. The top of the document features the logo of Credit Suisse, indicating that the events are likely related to the banking or financial services industry. The schedule lists various sessions with titles such as "The Future of Financial Markets," "Digital Transformation in Banking," and "Innovation in Financial Services." The dates and times for e