1. 5 Reasons TradeTech Architecture is the only
event for capital markets technologists to attend this year:
November 16-17, 2010
55 Broad Street,
New York, NY
Expert IT Speakers
Confirmed
From Broker Dealers:
Amr Mohamed, CTO, Merlin
Securities
Michael J. Ryan, Director,
Senior Architect, Global
Markets and Research
Technology Architecture, Bank
of America Merrill Lynch
John Papazian, Managing
Director, CIO, JMP Group
Eric Sugden, Managing
Director, Global Desktop
Technology, ITG Inc.
Thomas M. Brander, Executive
Director, Regional Data
Centers, Nomura
Greg Wood, VP Advanced
Execution Services, Credit
Suisse
From Hedge Funds:
John-Peter Lee, CTO, AM
Investment Partners
Brian Lara, CTO, Five Mile
Capital Partners
Mohammad Ayach,
Information Technology
Officer, OrbiMed Advisors
Marc Rieffel, CTO and COO,
WorldQuant
From Other Financial
Institutions:
Ryan Eavy, Associate Director,
Enterprise Architecture, CME
Group
Hunter Smith, CTO, Acadian
Asset Management
Mark Rubin, Head of
Information Technology,
Trilogy Global Advisors
Scott Atwell, Manager of FIX
Trading and Connectivity,
American Century
Investments; Co-Chair Global
Steering Committee, FIX
Protocol Limited
MacDonnell Ulsch, CEO,
ZeroPoint Risk Research
Kevin Lupowitz, CIO,
Liquidnet Holdings Inc.
And many more!
Organised by:Sponsored by:
Register Now: Call 1-888-482-6012 or 1-646-200-7530 Fax: 1-646-200-7535
Web: www.TradeTechArchitectureUSA.com Email: TradeTechArch@wbresearch.com
Optimizing IT Infrastructure To
Strengthen Your Competitive
Differentiator
"TradeTech Architecture is the most important event of the year for
staying ahead of the latest trends and strategies in financial markets IT."
– Gerald Le Donne, Chief Architect, One Bank, Credit Suisse Group
5
4
3
2
1
CIO/CTO Think Tank
Brainstorm fresh, new ideas with your peers in a private, vendor-free,
small-group setting. Get the facts behind the hype on the best solutions for
your IT needs. By invitation only! See page 3 for more details.
Invitation
Only
More CTO and CIO speakers and attendees than any event of its kind. Learn
how they are utilizing technology to increase competitive advantage
A one-stop shop event for all topics affecting financial IT executives – from Cloud
to low latency
CIO/CTO – Only Think Tank: Break through all the marketing buzz and learn
what really works to optimize technology infrastructure through closed-door
discussion with your executive-level peers
Learn how IT executives are making necessary IT infrastructure changes in
response to the Dodd-Frank Act
Determine how to spend your technology budget to maximize
performance of your hardware and software by learning from
25+ industry leading speakers
2. Capital Markets IT
Executive Expected
Attendees:
TradeTech Architecture History
Worldwide Business Research (WBR) launched the TradeTech event series as
the premier senior-level conferences for traders and technologists in 2001 in Europe.
In 2005, WBR North America brought the events to the US market to rave reviews; and
now has TradeTechs annually addressing equity trading, trading hardware and software, FX
trading, derivatives trading, and more in New York, San Francisco, and Toronto. TradeTech
has become a global brand with events in Asia, India, Europe, Russia, and the Middle East.
TradeTech Architecture was launched in 2008 as the Financial Technology Congress (FTC).
120 capital markets technology executives attended to discuss ways to optimize
technology platforms and infrastructure. Vendors made up less than half the audience. The
event took a year off in 2009, but WBR responded to its customers’ feedback and needs by
bringing FTC back to the market for 2010, but with a new name: TradeTech Architecture.
TradeTech Architecture has been bringing financial technology executives together for the
past two years in London and Hong Kong.
Who will you meet at
TradeTech Architecture?
• Chief Technology Officer, Chief
Information Officer or Chief
Architect Officer
• Head of Grid/HPC (High
Performance Computing)/
Utility
• Systems Engineer/Architect/
Programmer
• Architect (IT Infrastructure)
• Equities/Fixed
Income/Derivatives
Architect/Trading Technology
• Enterprise Architect
• Applications Architecture
• Applications
Developer/Engineer
• Project Manager
• Head of Trading Technology
• Network Engineer/Technician
• Software Developer/Engineer
• Head of Risk Technology
• Quantitative
Analytics/Strategist
• Head of Electronic Trading
• Head of Connectivity
For biographical information on all of
our distinguished speakers, visit
www.TradeTechArchitectureUSA.com
Table of Contents:
Conference Agenda Day One.......3
CIO/CTO Think Tank ......................3
Conference Agenda Day Two.......5
About Our Sponsors .....................6
About Our Media Partners ...........6
Conference Pricing and
Team Discounts..............................7
Registration Form..........................8
■ 50% Investment Banks/Brokers
■ 25% Hedge Funds
■ 15% Other Asset
Management Firms
■ 5% Proprietary Trading
Firms/HFT Shops
■ 5% Exchanges, ATSs, ECNs
"A unique opportunity to find out the latest trends in the
capital markets IT… Highly recommended."
- Catalin Jeghen, CIO/IT Director, Dexia Securities France
2 Register Now: Call 1-888-482-6012 or 1-646-200-7530 Fax: 1-646-200-7535 Web: www.TradeTechArchitectureUSA.com Email: TradeTechArch@wbresearch.com
CIO/CTO Think Tank: November 16, 1.50pm
Address the most senior-level issues impacting your technology operations
to bring your organization ahead of the curve as financial technology
continues to evolve. And perhaps most importantly, create a roadmap for
implementing IT Infrastructure changes necessary as a result of the Dodd-
Frank Act. Imagine the value of open, honest solution-defining discussions with your peers
on the issues keeping you up at night. See page 3 for more details.
Invitation
Only
November 16-17, 2010
55 Broad Street
New York, NY
Optimizing IT Infrastructure to
Strengthen Your Competitive
Differentiator
3. Main Conference Day One
8:00 Conference Registration & Breakfast
8:30 Welcome Remarks
Sara Mueller
Executive Director
TradeTech Architecture
8:35 Chairperson’s Opening Address
8:50 PANEL: Determining How Financial Firms Can Fully
And Effectively Utilize Cloud Computing
Michael J. Ryan
Director, Senior Architect, Global Markets and Research Technology
Architecture
Bank of America Merrill Lynch
John Papazian
Managing Director, CIO
JMP Group
Brian Cunningham
Global Director of Trading Systems Architecture
Bloomberg
• Understanding what cloud computing is
• Determining which service providers will best meet your objectives;
transitioning to other services providers as necessary
• Data, regulatory, and intellectual property management
9:25 The Multifaceted Approach Of Risk Controls For Real-
Time Trading Systems
Kevin Lupowitz
CIO
Liquidnet Holdings Inc.
• System capacity
• Market data volumes
• System integration & uptime
• Information security
• Complex event processing
• Real-time monitoring & alerting systems
• Data latency solutions
• Active/active data centers
10:00 GUEST SPEAKER: Designing And Implementing
Trading Architecture Transformations
Elven T. Riley
Director, Securities Trading & Analysis Center, Finance Department
Seton Hall University
Stillman School of Business
• Uncovering where you need to improve process and work flow in a
global IT environment
• Determining your IT architecture goals; transforming high-level goals
into actionable initiatives
• Effectively managing costs and resources of your IT transformation
project in a complex environment
10:35 Refreshment & Networking Break In The Exhibit Hall
11:05 Building HPC Infrastructure From The Ground Up – An
Implementation Case Study
Amr Mohamed
CTO
Merlin Securities
11:40 Real Time Architectures For Trading And Risk
Iran Hutchinson
Product Manager, Software & Systems Architect
InterSystems
• A short explanation of technology for dealing with large volumes of
data and high transactions
• A view of what one of these architectures looks like and key areas to
focus on
• Why ISC is different and the benefits offered
• A client case study
12:15 PANEL: Effective Solutions For Measuring And
Monitoring Latency
Shawn Melamed
President, Founder and CTO
Correlix
Ryan Eavy
Associate Director, Enterprise Architecture
CME Group
• Analyzing your current latency measurement/monitoring process to
determine where it’s lacking
• Assessing how regulatory requirements may impact your need for
increased latency measurement
• Determining which solutions can best help you achieve effective latency
monitoring and how to implement that into your current systems
12:50 Lunch
1:50 Chairperson’s Afternoon Address
2:00 PANEL: Building A Single Front To
Back Office Multi-Asset Class Trading
System
Gregg Dudzinski
VP Trading Technology & Operations
Hudson Securities
Additional panelists to be confirmed
• Identifying the most pressing challenges faced
when automating multi-asset class trading
workflow; what are solutions to these
challenges?
• To build or to buy: Analyzing current cross-asset
trading platforms and how are they being
utilized by financial firms
Chairperson’s Afternoon Address
Strengthening Your Disaster
Recovery And Business Continuity
Plan (BCP)
Mark Rubin
Head of Information Technology
Trilogy Global Advisors
• Determining how to get your disaster recovery
priorities right
• Finding the right balance between covering
every eventuality and remaining cost-effective
• Implementing procedures for continued testing
of your disaster recovery plan
• What are the advantages in disaster recovery
by adopting a cloud model for your systems?
CIO/CTO Think Tank
Moderators:
Amr Mohamed
CTO
Merlin Securities
Brian R. Lara
CTO
Five Mile Capital Partners
Hunter Smith
CTO
Acadian Asset Management
This private, invite-only session is for CIOs
and CTOs only.
Concurrent Sessions – Choose One
Tuesday
November 16, 2010
3
Track A: Trading & Low Latency Technologies Track C: CIO/CTO Think TankTrack B: Enterprise Architecture
Sponsored by:
4. • What does optimization in multi-asset
workflow look like and who is getting it right?
• Monitoring and maintaining the performance
of your multi-asset trading systems to increase
efficiencies and achieve maximum functionality
2:35 Using FIX Algorithmic Trading
Definition Language (FIXatdl) To
Expedite Algo Deployment
Scott Atwell
Manager FIX Trading and Connectivity,
American Century Investments;
Co-Chair Global Steering Committee
FIX Protocol Limited
• Explaining how FIX Algorithmic Trading
Definition Language is being adopted by the
industry; where did the need for this standard
come from?
• Outlining the benefits and requirements for
brokers and the buy side when using FIXatdl
• Ensuring your firm is utilizing FIXatdl to the
rapidly deploy and implement algo trading
features
CASE STUDY: Hedge Fund Adoption
And Optimization Of Server
Virtualization
Mohammad Ayach
Information Technology Officer
OrbiMed Advisors
To find out more about this session and
details on how you can participate, please
contact Robert Golen at 416.597.4771 or
email him at
Robert.Golen@wbresearch.com.
Seating is extremely limited, so contact
Rob early!
3:40 PANEL: Developing A Co-Location/Inter-Process
Communication (IPC) Strategy To Enhance Performance &
Minimize Latency
Greg Wood
VP Advanced Execution Services
Credit Suisse
Additional panelists to be confirmed
• Adapting to the restrictions imposed on financial organizations by
exchanges and hosting partners, for example:
- Enforced choice of network provider
- Lack of accessibility within the colocation facility
• Making the transition to a direct feed infrastructure; debating the use of
Infiniband vs Ethernet
• Determining which connectivity solutions are best for your co-location
strategies
4:15 ITG CASE STUDY: Implementing A New EMS User Interface
Eric Sugden
Managing Director, Global Desktop Technology
ITG Inc.
• Identifying the tradeoffs between Microsoft’s Windows Presentation
Foundation (WPF) and Silverlight
• Leading the way with user experience case studies
• Defining the role of MEF in Triton’s new extensibility model
• Leveraging ClickOnce to improve the deployment experience
PANEL: Theory Vs. The Reality Of Software
Development
Brian R. Lara
CTO
Five Mile Capital Partners
John-Peter Lee
CTO
AM Investment Partners
• Understanding the pros and cons of competing software languages:
- XML
- Java
- C#
- C++
- PERL
- And others
• Determining which programming challenges call for each software
language
CASE STUDY: Fully Leveraging The Benefits Of Cloud
Computing In Capital Markets
John Papazian
Managing Director, CIO
JMP Group
• Determining how Cloud computing can best serve brokerage firms
and hedge funds
• Introducing Cloud computing to your firm to gain buy in
• Outlining the challenges faced when utilizing Cloud computing in a
financial firm and strategies to overcome the challenges
3:10 Refreshment & Networking Break In The Exhibit Hall
4:50 TradeTech Architecture Cocktail Reception
After a day packed with learning and brainstorming, it’s time to relax with a cocktail or two! Have a drink with
colleagues old and new, build bridges across companies, and develop the professional networks that can help you and
your technology business in years to come. These key relationships mean the next time you have an issue; you can just
pick up the phone to a colleague and hash out a solution. Don’t forget to bring your business cards!
5:50 Conclusion Of Day One
"TradeTech Architecture proved to be one of the most significant conferences
I have attended recently, which confirmed a number of important trends that last year were
mostly still in the proof of concept stage, and introduced people to a number of new, and
I believe important technology solutions."
– Bob Giffords, Independent Banking and Technology Analyst
4 Register Now: Call 1-888-482-6012 or 1-646-200-7530 Fax: 1-646-200-7535 Web: www.TradeTechArchitectureUSA.com Email: TradeTechArch@wbresearch.com
5. 8:15 Breakfast & Networking In The Exhibit Hall
9:00 Chairperson’s Opening Address
9:15 From High Performance To High Productivity Computing:
Unleashing The Full Benefits Of HPC In The Capital
Markets
Michael J. Ryan
Director, Senior Architect, Global Markets and Research Technology
Architecture
Bank of America Merrill Lynch
• How can you use HPC to cut power consumption, relieve memory
bottlenecks, and improve computer performance?
• Determining which HPC solutions provide maximum performance,
scalability, and support?
• Debating if low latency middleware is the backbone of high performance
computing
9:50 PANEL: Optimizing Your Data Center Strategy
Mohammad Ayach
Information Technology Officer
OrbiMed Advisors
Thomas M. Brander
Executive Director, Regional Data Centers
Nomura
• Analyzing your current data center strategy to determine where you can
reduce costs and create better performance
• Determining where you can consolidate your own data centers and where
to use more partner-owned facilities
• Debating the benefits vs. detriments of outsourcing to external data
centers
• Outlining the most cost-effective and environmentally friendly ways to
develop your data center strategy
10:25 Executive Keynote Presentation By TABB Group
Kevin McPartland
Senior Analyst
TABB Group
11:00 Refreshment & Networking Break In The Exhibit Hall
11:30 Rotating Executive Roundtables
Choose Two (45 Minutes Each)
How it works:
Customize your experience at TradeTech Architecture by choosing the
roundtable topic most relevant to your job function and IT challenges. Our
industry experts will lead you through highly focused discussion with your
peers as you share successes and pitfalls on the topic at hand. After 45
minutes you rotate to another table, and begin the constructive debate all
over again!
Want to participate in them all? Don’t worry! At the end of the session each
moderator will wrap up the most important findings from the discussions
with the entire audience – so you don’t have to miss a single strategy!
Interactive Roundtable #1: Staffing Solutions: Finding, Attracting,
And Retaining Top Talent
Marc Rieffel
CTO and COO
WorldQuant
• Examining current employment trends among capital markets firms; what
skills are in demand and how is the talent need changing?
• Understanding how your competitors are attracting top talent; what can
you do to compete?
• Planning for short- and long-term staffing needs; determining where to
find staff to fill your needs
• Debating the best ways to motivate staff in the current economic
environment
Interactive Roundtable #2: Debating The Benefits Vs. Detriments Of
Open Source Software
John-Peter Lee
CTO
AM Investment Partners
• Information risk
• Support
• License costs vs. development costs
Interactive Roundtable #3: Putting In Place An Ongoing Plan To
Achieve Lowest System Latency
Roundtable moderator to be confirmed. Check
www.TradeTechArchitectureUSA.com for updates.
• How do you determine what your latency levels should be for each part of
your trading architecture?
• Hardware vs. software – which will support lower latency?
• Examining the current low latency connectivity solutions being offered
and how they can compliment your trading infrastructure strategy
1:00 Lunch
1:50 Overcoming Challenges In Systems Integration
Ryan Eavy
Associate Director, Enterprise Architecture
CME Group
2:25 Determining When To Use Public Vs. Private Cloud
Computing
Randy Kelley
Senior Solution Architect, Information Technology
Russell Investments
• Understanding the differences between public and private Clouds; how
do Cloud vendor capabilities and support differ?
• Debating the benefits vs. detriments of each type of Cloud; what criteria
do financial firms need to use when making this strategic decision?
• Is there such thing as a hybrid approach where companies can take
advantage of the benefits of private AND public clouds?
3:00 Closing Keynote: Overcoming Security And Compliance
Issues In Cloud Computing
MacDonnell Ulsch
CEO
ZeroPoint Risk Research
• What sort of solutions are missing from Cloud vendors to support
compliance, auditing, and security issues for financial firms?
• Is using a private Cloud the only way to manage security risk?
• Using a low-risk prototype application in the Cloud to map out a plan for
dealing with security and compliance issues
• Effectively communicating this information to upper management and
clients to attain buy-in for use of the Cloud
3:35 Conclusion Of TradeTech Architecture
Main Conference Day Two Wednesday
November 17, 2010
5
"An exciting event - this conference raised the profile of IT in the capital markets."
– Tony Chau, Global Chief Architect, JPMorgan
Sponsored by:
6. Automated Trader is the first global magazine
dedicated to automated and algorithmic trading, and
offers in-depth business and technical coverage through
comprehensive news, features, in-depth articles on best practice/techniques and
detailed user case studies. In addition to thousands of CTAs, hedge funds,
proprietary trading operations and conventional asset managers globally,
Automated Trader is also read by all major sellside participants in automated and
algorithmic trading.
Guarantee Your Edge in the Alternative-Investment Arena.
Every week, Hedge Fund Alert delivers the early
intelligence you need to anticipate new risks and opportunities facing fund-
management firms, their investors and service providers. Be first to identify new
capital-raising tactics, investor strategies and competition among industry
vendors. Sign up for a three-issue FREE trial subscription to Hedge Fund Alert by
calling 201-659-1700 or visiting www.HFAlert.com.
Journal of Securities Operations & Custody is
the major peer-reviewed professional journal
showcasing new thinking in clearing, settlement and custodian banking,
securities operations and other trading processes and systems.
Each issue publishes in-depth briefings and real case studies by fellow industry
professionals dealing with the challenges in the current market, providing real
guidance on how to address them. The Journal’s eminent Editorial Board bring
their years of experience in securities operations and custody to help guide the
topics relevant to today and now as well as peer-reviewing all published content
to ensure it is practical and authoritative. It does not publish advertising, editorial
or journalism, but rather detailed, practical guidance.
Market Technicians Association: The not-for-profit
association’s objective is to educate the investment
community and MTA members in technical analysis. The
MTA, incorporated in 1973, is the global organization of market analysis
professionals. The MTA has grown into the leading association for technical
analysis with a total membership of over 3,000, with members located in 61
countries. Members include technical analysts, portfolio managers, traders,
investment advisors, market letter writers and others involved in the technical
aspects of equities, futures, options, fixed income securities, currencies,
international markets, derivatives, and other vehicles. The CMT designation is
the culmination of a certification process in which candidates are required to
demonstrate proficiency in a broad range of technical analysis of the financial
markets. The MTA is responsible for the creation, oversight, administration and
regulation of the CMT designation. The CMT is the only technical analysis
designation recognized by the Financial Industry Regulatory Authority (FINRA) as
a “Series 86” exemption upon passing levels 1 and 2 of the CMT exam.
For further details and to subscribe visit http://www.henrystewart.com/jsoc.aspx
or call +44 (0)20 7092 3496
TABB Group is the financial markets industry’s only research and
strategic advisory firm focused exclusively on capital markets.
Founded in 2003 and based on the proven interview-based
research methodology of “first-person knowledge” developed by
founder Larry Tabb, TABB Group analyzes and quantifies the investing value
chain from the fiduciary, investment manager, broker, exchange and custodian,
helping senior business leaders gain a truer understanding of financial markets
issues. For more information, visit www.tabbgroup.com.
InterSystems is an international software company
headquartered in Cambridge, MA. InterSystems has
global offices in 24 countries. We are privately held
with no VC capital, which allows us to decide the best strategy for customers
and the company. Continuously profitable since 1978, we have an annual
revenue > $270 million, year over year. InterSystems currently has over 1000
employees worldwide that enable our support to be available 365 days 24x7
with code level engineers. We partner clients with clients and invest our
resources to ensure success of every application. We provide leading solutions in
many industries including Finance and HealthCare.
Since 1981, Bloomberg has provided an
enterprise-grade ASP solution for Trading Systems.
Now, Bloomberg provides an Open Architecture
within which firms can directly integrate. By delivering Software as a Service
(SaaS), Bloomberg enables clients to fully leverage their systems while avoiding
the hidden costs and responsibilities associated with infrastructure build-outs,
version upgrades, data sourcing, continual tuning and system maintenance.
Discover how Bloomberg delivers a completely packaged Trading System
solution that requires minimal hardware, software, and support enabling clients
to focus on true "Alpha" generation without focusing on costs or anxieties with
an ever-changing technical landscape.
Correlix Inc., a leader in latency intelligence solutions,
offers RaceTeam™ the leading latency management
service providing real-time latency visibility for buy-side,
sell-side and liquidity venues. Customers rely on
Correlix to monitor measure and minimize latency in trade execution and market
data flow in real-time. This empowers users to execute a trade or deliver and act
on market data in fewer microseconds. The company’s global client base
encompasses the world’s largest high frequency trading sell-side, buy-side and
market centers as well as low-latency service providers. Correlix is headquartered
in New York with offices in London and Israel.
Liquidnet is the premier institutional
investment community, bringing together the
world’s largest asset managers and public companies on a single network that
directly connects traders, portfolio managers, analysts and corporate issuers.
Liquidnet enables Members of its community to achieve greater performance by
moving from investment idea to implementation faster, ultimately retaining more
alpha throughout the entire institutional investment cycle. Launched in 2001,
the Liquidnet community extends to 36 equity markets across five continents.
Liquidnet is headquartered in New York with offices in Boston, London, San
Francisco, Chicago, Toronto, Tokyo, Hong Kong, Sydney and Singapore. For
more information on the Liquidnet community, its liquidity, block executions,
and additional investment capabilities, visit www.liquidnet.com.
About Our Sponsors
About Our Media Partners
“It was packed with practical analysis, experience and observations from all speakers, vendors
present and also other attendees. Highly recommended to other CTOs and CIOs in the hedge fund
industry and other financial services organizations.”
– Ian Bowell, CTO, London Diversified Fund Management
®
6 Register Now: Call 1-888-482-6012 or 1-646-200-7530 Fax: 1-646-200-7535 Web: www.TradeTechArchitectureUSA.com Email: TradeTechArch@wbresearch.com
7. Join TradeTech Architecture!
WBR CANCELLATION, POSTPONEMENT AND
SUBSTITUTION POLICY: You may substitute delegates at
any time. WBR does not provide refunds for cancellations.
Any cancellations received in writing not less than eight (8)
days prior to the conference, you will receive a 90% credit
to be used at another WBR conference which must occur
within one year from the date of issuance of such credit.
An administration fee of 10% of the contract fee will be
retained by WBR for all permitted cancellations. No credit
will be issued for any cancellations occurring within seven
(7) days (inclusive) of the conference. In the event that WBR
cancels an event, delegate payments at the date of
cancellation will be credited to a future WBR event. This
credit will be available for up to one year from the date of
issuance. In the event that WBR postpones an event,
delegate payments at the postponement date will be
credited towards the rescheduled date. If the delegate is
unable to attend the rescheduled event, the delegate will
receive a 100% credit representing payments made
towards a future WBR event. This credit will be available for
up to one year from the date of issuance. No refunds will
be available for cancellations or postponements. WBR is
not responsible for any loss or damage as a result of a
substitution, alteration, cancellation, or postponement of
an event. WBR shall assume no liability whatsoever if this
event is altered, rescheduled, postponed or cancelled due
to a fortuitous event, unforeseen occurrence or any other
event that renders performance of this conference
inadvisable, illegal, impracticable or impossible. For
purposes of this clause, a fortuitous event shall include, but
shall not be limited to: an Act of God; governmental
restrictions and/or regulations; war or apparent act of war;
terrorism or apparent act of terrorism; disaster; civil
disorder, disturbance, and/or riots; curtailment, suspension,
and/or restriction on transportation facilities/means of
transportation; or any other emergency.
For every registration
received for TradeTech
Archtecture, WBR will
donate a portion of the
registration fee to Smile
Train. For more information
about WBR’s involvement with Smile Train,
please visit www.TradeTechArchitectureUSA.com
Please Note:
• *’Others’ includes all firms providing services to sell side and buy side firms. WBR reserves the right to enforce pricing on the
basis of company type
• To secure your team discount, register online at www.TradeTechArchitectureUSA.com or contact Bill Penney at 1-866-691-
7771 or bill.penney@wbresearch.com
• Team discounts must be booked and paid for at the same time. Team discounts do not apply to sponsoring or exhibiting
companies or non government agencies
• All discounts are taken off the 2-day full conference price. No two discounts or offers can be combined
• CT Residents must add 6% Sales Tax to their registration fee
• For payment methods and to register now, please visit www.TradeTechArchitectureUSA.com
• For cancellation, postponement and substitution policy visit http://www.wbresearch.com/tradetecharchitectureusa/faq.aspx
Register And Pay Register And Pay Register And Pay
By 8/16/2010 for By 9/20/2010 for By 10/18/2010 for Full Price
a $300 Discount a $200 Discount a $100 Discount
2-Day Conference
(Nov. 16-17, 2010) $1,599.00 $1,699.00 $1,799.00 $1,899.00
Full Price
2-Day Conference (Nov. 16-17, 2010) $2,499.00
Pricing for Others*
Pricing for
Financial
Institutions
Registration Information
Can't make it to TradeTech Architecture or worried that there is too much information to digest in
just 2 days? No need to worry. You can purchase select audio presentations to share with your entire team.
Register for the event today and get your VIP package for an extra $250! That's a savings of over 40% for the
CD ROM!
Unable to make the event? Purchase the audio presentations for $580.
**Presentations available are at the approval of conference speakers. Allow 3-4 weeks after event date for
shipping
PURCHASE SELECT AUDIO PRESENTATIONS** FROM THIS EVENT!
Sponsorship and exhibiting opportunities are extremely limited so contact Ryan Fleischhauer at 646-200-
7546 or ryan.fleischhauer@wbresearch.com.
115+ capital markets technologists. An IT to vendor ratio of almost 1:1. With trillions of dollars ready to be
invested in technology, the competitive differentiator, can you afford not to be at TradeTech Architecture? Only
the world’s leading technology providers need apply. Putting your company’s brand in front of the TradeTech
Architecture audience is the smartest, yet simplest, decision to make this year. Sponsorship and exhibiting
opportunities are extremely limited so contact Ryan Fleischhauer at 646-200-7546 or
ryan.fleischhauer@wbresearch.com.
"A very interesting
opportunity to hear
about the IT
experiences of major
fund managers and
investment banks."
– Alexander Naess, Head of
Equity IT Systems, Norges
Bank Investment
Management
7
Mark Your Calendar For These Other TradeTech Events:
TradeTech Canada
December 6 - 7, 2010
Hyatt Regency Toronto, Toronto, ON
TradeTech USA
February 28 - March 2, 2011
Pier Sixty, New York, NY
TradeTech in San Francisco
October 4 - 6, 2010
Westin at Market Street, San Francisco, CA
Venue
55 Broad Street
(The Digital Sandbox)
New York, NY 1004-2565
(212) 482-0851
For suggested hotels
in the area, please visit
www.TradeTechArchitecture.com
Sponsored by:
BEST VALUE
8. 5ReasonsTradeTechArchitectureistheonly
eventforcapitalmarketstechnologiststoattendthisyear:
November16-17,2010
55BroadStreet,NewYork,NY
OptimizingITInfrastructureToStrengthen
YourCompetitiveDifferentiator
"TradeTechArchitectureisthemostimportanteventoftheyearfor
stayingaheadofthelatesttrendsandstrategiesinfinancialmarketsIT."
–GeraldLeDonne,ChiefArchitect,OneBank,CreditSuisseGroup
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Delegate Details Please photocopy this form for additional registrations.
(Mr./Ms./Dr.) First Name ___________________________________________________________
Last Name ______________________________________________________________________
Title __________________________________________________________________________
Department ___________________________ Organization _____________________________
Address _______________________________________________________________________
City __________________________State _____Zip ___________________________________
Phone (_____) ____________________Fax (_____) ____________________________________
E-Mail_________________________________________________________________________
Registration Contact ____________________________________________________________
Payment Methods:
❑ Check enclosed for ______________ payable in U.S. $ to WBR
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Routing #: 021001088; SWIFT: MRMDUS33 Worldwide Business Research USA LLC: 619782161 Reference: 16754.001
❑ Charge to my: ❑ AMEX ❑ Visa ❑ MasterCard ❑ Diners Club ❑ Discover Card
* Connecticut residents must add a 6% tax to their registration fee.
Card # ___________________________________________________________________________
Sum of ___________________________ Exp Date: _______________________________________
Cardholder’s Name__________________________________________________________________
Signature _________________________________________________________________________
Please visit www.wbresearch.com/tradetecharchitectureusa/faq.aspx for cancellation, postponement and substitution policies.
WBR
535 Fifth Avenue, 8th Floor
New York, NY 10017
Five Easy Ways To Register
ONLINE www.TradeTechArchitectureUSA.com
EMAIL TradeTechArch@wbresearch.com
FAX This form to us at 1-646-200-7535 and you will be
contacted for payment details .
MAIL Form w/payment to WBR, 535 5th Ave., 8th Floor, New
York, NY 10017
CALL 1-888-482-6012 or 1-646-200-7530
When registering please provide the code above.
Your priority booking code is:
16754.001/DB
Please see previous page for pricing information and related details
Attention Mailroom: If undeliverable to the addressee this time sensitive
information should be forwarded to the Chief Technology Officer
❑ Yes! Sign me up for the package below: (please see pricing on page 7)
❑ Financial Institution: 2 Day Main Conference
❑ Other: 2 Day Main Conference
❑ Please add audio cd rom of presentations to my package
Organisedby:Sponsoredby:
RegisterNow:Call1-888-482-6012or1-646-200-7530Fax:1-646-200-7535
Web:www.TradeTechArchitectureUSA.comEmail:TradeTechArch@wbresearch.com
November 16-17, 2010
New York, NY
MoreCTOandCIOspeakersandattendeesthananyeventofitskind.Learnhowthey
areutilizingtechnologytoincreasecompetitiveadvantage
Aone-stopshopeventforalltopicsaffectingfinancialITexecutives–fromCloudtolow
latency
CTO/CIO–OnlyThinkTank:Breakthroughallthemarketingbuzzandlearnwhat
reallyworkstooptimizetechnologyinfrastructurethroughclosed-doordiscussionwith
yourexecutive-levelpeers
LearnhowITexecutivesaremakingnecessaryITinfrastructurechangesinresponseto
theDodd-FrankAct
Determinehowtospendyourtechnologybudgettomaximizeperformanceofyour
hardwareandsoftwarebylearningfrom25+industryleadingspeakers
9. Can’t make it to:
or afraid there is too
much information to
digest in just a few days?
Get Access to hours of valuable
sessions and take-ways anytime,
anywhere...
Now you can view this outstanding conference
content on your PC or laptop with a CD-ROM that
puts you front and center at these informative
sessions. You'll hear our expert speakers as they
take you through the PowerPoint slides that
illustrated their talks.
This Session Content is available for a
fraction of the registration price.
You can view and listen to the content when
you want, where you want and as many times
as you want.
And if you attend Trade Tech Architecture,
this Conference CD-ROM set is only $250!
(That’s a $580 value!)
VIP Package: $250
(Select any package to attend the event
and for an additional $250 get the
conference CD ROM*)
CD ROM ONLY: $580 *
*Presentations available are at the approval of conference
speakers. Not all presentations will be published. Allow 3-4 weeks
after event date for shipping.
This user friendly format allows you to:
• Gain valuable insight from your peers and
competitors in various Fortune 500 Industries
without leaving the office.
• Share with your colleagues at work.
• Stay up to date with the latest strategies, tactics
and trends in your industry.
Now you can share what you learnt at
Trade Tech Architecture, with your colleagues.
Don’t leave them in the dark. Purchase the
CD ROM today!
Organized by: