CREDIT SUISSE
CREDIT SUISSE
"A Rising Tide"
Credit Suisse Global Trading Forum 2014
AGENDA (as of March 4, 2014)*
*BMW 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 QE Mean In a Post Bemanke 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
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CREDIT SUISSE
9.4S 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 3/4 Debunking Credibility &
nF Myths: Inflation:
Using ETFs to
Drive Alpha
Dodd Kiltsley,
Director of
Investments &
Analytics,
Bladrock
iShares
Jim McKeever.
Managing
Director, Credit
Suisse
Rob
Bernstone,
Managing
Director, Credit
Suisse
Splash 9/10 James Sweeney,
Managing Director,
Credit Suisse
Splash 11/12
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 9110 Conversations
That Matter:
Buyside
Roundtable
Discussions
Gene Choe,
Managing Director,
Credit Suisse
Jonathan Kelley,
Vice President,
Credit Suisse
Splash 11/12 Understanding the
Importance of Risk
Parity
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 . - 1:15 . LUNCH - Sparkle West
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CREDIT SUISSE*
1:15 p.m. • 2:15 p.m. The Head Global Trading the Quirks Identifying Risk
Trader as Chief Exchange of the VIX Premla
Risk Officer Panel Opportunities in
the European
Moderator: Jon Moderator: Equity Market
Kinderferer,
Managing Paul Jiganti
Managing Ed Tom, Managing
Director, Credit
Director, Credit Director Suisse
Suisse Market Natasha
Todd Rapp,
CRO, High fields Structure, TO
Ameritrade Khoa Le, Managing
Director, Credit
Suisse Jhunjhunwala,
Director, Credit
Suisse
Capita!
Management Kevan Cowan,
President TSX
Markets, TMX
Katherine Group
Macleod,
Senator ISE
NYSE
Investment Euronext ICE
Group
BATS
Scott NASDAQ
Friedman,Head
of Trading &
Risk
Management,
Soroban Capital
Partners Splash 11;12 Splash 13.14
Splash 9/0
Splash 3/4
Turbo It's a Small Client Views on Using Systematic
Overview and World After Fixed Income: Investment
2:15pm-3:OOpm OSA All: Small Cap Market Structure & Strategies to
Perspectives Trading in a Post Capture Risk
Dodd-Frank World Premia
Wren
Chandrasoma,
Managing
Director, Credit
Suisse Richard
Telesco,
Director, Credit
Suisse
Megan Burke,
Director, Credit Moderator, Jeff
Jennings,
Managing Director,
Credit Suisse Dr. Sid Browne,
Managing Director,
Credit Suisse Asset
Management
Suisse
Lori Calvasina,
Director, Credit
Suisse
Timothy Whee,
Director, Credit
Suisse
Splash 3'4 Splash 9/10 Splash 11/12 Splash 1314
Break 3:00 p.m. -3:15 p.m.
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CREDIT SUISSE
3:15 p.m. - 4:00 p.m. Equity Traders' Fireside Chat
Dave Cummings. Owner & Chairman of the Board. Tradebot
Paul Whitehead. Managing Director. Co-Head Americas Equity Trading.
Blackrock
Sparkle East Ballroom
4:00 p.m. - 4:45 p.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
4:45 p.m. - 6:30 p.m.
Cocktail Reception - Sparkle West Ballroom 6:30 p.m. - 7:15 p.m.
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 28st, 2014
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. The Success Equation
Michael Mauboussin. Author. Head of Global Financial Strategies.
Managing Director. Credit Suisse
Sparkle East Ballroom
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CREDIT SUISSE
9:30 a.m. - 10:15 a.m. The Bitcoin Revolution: Cryptographic Currencies &
Beyond
Andreas Antonopoulos
Founder Root Eleven. Entrepreneur. Technologist & Bitcoin Expert
Spends East Ballroom
10:15 . - 10:30 Break
10:30 a.m. - 11:15 a.m. The Fast &
the Furious:
HFTs,
Regulators
and the latest
on Market
Structure in
the US and
Canada
Dmitry Bulkin,
Director,
Credit Suisse
Lilian Soto,
Vice
President,
Credit Suisse
Splash 3/4 Digital Alpha:
Electronic Ideas,
News & Feeds
Moderator: Dan
Colarusso. Editor of
Digital Media.
Thomson Reuters
Richard Kyd,
Director, Credit
Suisse
Joe Gts, CEO &
President, Social
Market Analytics
(SMA)
Gautham Sastri,
CEO, iSentium LLC
Splash 9/10
11:15 a.m. —12:00 p.m. Latin
American
Perspectives:
Who and
What's Next?
Moderator,
Rodrigo
Oliveira, Vice
President,
Credit Suisse
Splash 314 How to Sell
Volatility in a Low
Volatility
Environment 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
Bobby lanev, Vice
President, Credit
Suisse
Splash 9/10 The Unloved
Greeks: Why
Theta and Rho
Matter
Paul Staneski,
Derivatives
Solutions, LLC
Splash 11/12 SEFs and
Fragmentation:
Hearing from the
Venues
Moderator: Ryan
Sheftel, Managing
Director, Credit
Suisse
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 document with a table and text. The table appears to be a schedule or agenda for a conference or event. The text at the top of the document reads "Credit Suisse" and "The Bitcoin Revolution: Cryptocurrencies & Blockchain." Below the title, there are two columns with times listed, and a list of speakers or topics under each time slot. The document is a scan or photograph of a prin
[Image 2] The image shows a document with a table and text. The table has a header row with the title "Credit Suisse" and a column labeled "Title." Below the header, there are rows with various titles such as "Head of Investment Banking," "Head of Fixed Income," "Head of Equities," and others. Each row lists a name and a date, suggesting a schedule or a list of individuals and their corresponding dates. The
[Image 3] The image shows a table with a schedule of events, likely from a conference or seminar. The table is organized with columns and rows, each row representing a different session or event. The top row lists the names of the sessions, such as "Sustainability in the Financial Sector" and "The Future of Financial Markets." The columns list the dates and times of the sessions, along with the names of the
[Image 4] The image is a photograph of a printed document, specifically a schedule or agenda for an event. The document is titled "Credit Suisse" and includes a list of events scheduled for a specific day, which appears to be March 20, 2014. The events are organized into different sessions, with titles such as "Equity Forum," "Equity Market," and "Equity Strategy." Each session has a list of speakers and to
[Image 5] The image is a photograph of a printed document, specifically a schedule for a conference or event. The document is titled "Credit Suisse Global Trading Forum 2014" and lists various sessions and speakers. The logo of Credit Suisse is visible at the top of the document. The schedule includes times, dates, and locations for different sessions, such as "Welcome Reception," "Keynote," and "Breakfast.