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.
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
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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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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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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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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
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[Image 1] The image shows a printed document, which appears to be a schedule or agenda for a conference or meeting. The document is titled "Credit Suisse" at the top, indicating it is related to the Swiss multinational investment bank. The schedule lists various sessions and speakers, with times and dates provided. The text is in English, and the document includes a logo of the bank at the top. The visible
[Image 2] The image shows a document that appears to be a schedule or agenda for a series of events or meetings. The document is titled "Credit Suisse" and includes a logo at the top left corner. The schedule lists various events with times, dates, and locations. There are also names of individuals or groups associated with each event. The document is structured in a table format with columns for date, time
[Image 3] The image is a photograph of a printed document, specifically a schedule for an event. The document is titled "Credit Suisse" and includes the logo of the company. The event is the "Credit Suisse Global Trading Forum 2014." The schedule lists various sessions and speakers for two days, Wednesday, March 26, and Thursday, March 27, 2014. The sessions include topics such as "The Oil Price War," "The
[Image 4] The image shows a printed document, which appears to be a schedule or agenda for a conference or event. The document is titled "Credit Suisse" and includes a list of sessions or presentations with their respective times and titles. The text is organized in a table format, with columns for the session title, time, and speaker or presenter. The document also includes a logo at the top left corner, w
[Image 5] The image shows a printed document, which appears to be a schedule or agenda for a conference or event. The document is titled "Credit Suisse" and includes a logo at the top. The schedule lists various sessions and speakers, along with their respective times and locations. The sessions cover topics such as "The Future of Financial Markets," "The Role of Technology in Financial Services," and "The