Live Events Archive


Advanced Trading's Buy-Side Trading Summit
From Crisis to Innovation
The Buy-Side Trading Summit is an invitation-only event for traders and IT executives at a buy-side firms.
This year’s event focuses on the most critical technology and trading issues today, with a special focus on new regulation and tools designed for a market emerging from crisis.
For more information, email advancedtrading@techweb.com

November 15 - 17, 2009
Naples, Florida
*The Summit is open to buy-side executives only.


Global Financial Services Lean IT: Seize the Moment
Cocktail Reception
Join special guest Martin Wolf, Chief Economics Commentator, Financial Times; James Hodge, SVP and Treasurer, CA; and your esteemed colleagues for this exclusive invitation-only cocktail event after Sibos, Hong Kong.
For more information, email banksystemsandtech@techweb.com

September 15, 2009
Hong Kong
*Event producer reserves the right to qualify and deny any interested party.


Surviving & Thriving in 2009: IT Transformation in Financial Services
Senior technology executives have quickly trimmed budgets and are working to transform, simplify and rationalize their organizations — all while CIOs continue to innovate and support day-to-day business needs. High on the priority list is moving from a traditionally siloed, vertical IT structure to a more horizontal, utility model that can support larger portions of the business.

Join a group of senior financial services technology executives during this exclusive roundtable discussion as they meet to discuss the opportunities for IT transformation and, most importantly, the ways to achieve these goals.

For more information, please contact Wall Street & Technology Events, at wallstreetandtech@techweb.com or Editor-in-Chief, Greg MacSweeney, at gmacsweeney@techweb.com.

July 14, 2009
New York, NY
Sponsored by Wipro
*This event is open to senior financial services technology executives only and therefore not open to vendors. Event producer/sponsor reserves the right to qualify and deny any interested party.


Accelerating Wall Street 2009
Extreme Low Latency for Electronic Market Leaders
Hardware acceleration, multi-core processing, complex event processing, virtualization and every type technology in the data-latency sensitive lifecycle are being squeezed for every last millisecond of speed. Accelerating Wall Street 2009 brings the industry's top business technologists together to discuss the realities, capabilities and expectations surrounding the technologies that are shaping the next generation of Wall Street firms.
www.wallstreetandtech.com/accelerate2009/

March 18, 2009
NYC
Sponsored by: Exegy & Volante Tech
*Registration not open to Vendors or Consultants.


Financial Firms Need to Reduce Application Latency for Increasingly Global Client Base
Now more than ever, Wall Street firms will need to meet the needs of global customers if they want to survive. They will need to develop new strategies and architectures to deliver services to employees, clients and partners whether they are in Manhattan or Minao, whether they are on the trading floor or the clients' site. This Forum will bring together technology and business managers to discuss strategies for delivering global Web-based applications.

December 09, 2008
New York, NY
Sponsored by: Akamai
*Event sponsor reserves the right to qualify and deny any interested party.



Buy-Side Trading Summit 2008
Voices from the Desk
The Buy-Side Trading Summit is an invitation-only event for traders and IT executives at a buy-side firms. This year's event focuses on the most critical technology and trading issues that the buy-side faces in today's dynamic trading environment.
www.advancedtrading.com/summit2008

November 16-18, 2008
Bonita Springs, Florida
*The Summit is open to buy-side executives only.


Avoiding the Mobile Blind Spot: Enhanced Security for the Wireless Workplace
The use of wireless and mobile devices is growing dramatically in financial services, as banks seek to capitalize on the flexibility, efficiency and responsiveness that wireless technology provides their organizations. Yet as wireless technology becomes more pervasive within banking, the potential security risks also are increasing. Participants at this Executive Roundtable will discuss technology developments that can help banks reduce the risks of data breaches and improve the ways the define and manage mobile/wireless-related assets.

October 28, 2008
New York, NY
Sponsored by: Sprint & Cisco
*Event sponsor reserves the right to qualify and deny any interested party.



Bank Systems & Technology's 3rd Annual Executive Summit
Competing in a Borderless World
At the third annual Bank Systems & Technology Executive Summit -- an exclusive, invitation-only networking event -- senior executives/technology decision-makers from visionary financial institutions will come together with some of the industry's most innovative technology solutions providers to brainstorm and learn about the technologies, trends and risks that are transforming banking
www.banktech.com/summit2008

October 19-22, 2008
Phoenix, Arizona
*The Summit attendance is limited to executives from banks/financial institutions. Event producer reserves the right to qualify and deny any interested party.


Navigating the New World of Risk on the Street
In the wake of the $404 billion-plus in asset write-downs and credit losses that large banks and securities firms have reported in the past year and the collapse of Bear Stearns, Federal Reserve Chairman Ben Bernanke has called for “a more robust framework” for the supervision and regulation of Wall Street firms. Firms themselves are much more risk-conscious and risk-averse as a result of the subprime and CDO crises. This roundtable will provide a private, off-the-record opportunity to vent and to share best practices among your risk-management peers.

October 07, 2008
New York, NY
Sponsored by: SAS
*Event sponsor reserves the right to qualify and deny any interested party.


Bank Systems & Technology Executive Breakfast
Risk Management Models: Forging a New Approach
This Roundtable will address the "new" challenges involved in developing and maintaining credit risk models that will allow banks not only to survive the current credit environment, but also allow banks to provide key insights into portfolio trends and customer behaviors. What will be the practices required in either providing credit to a new applicant or rescoring a current customer and what is the forthcoming regulatory impact? What are the new definitions of risk within a retail/consumer or mortgage lending operation? Reserve your seat now for this off the record discussion.

July 16, 2008
NYC
Sponsored by SAS
*Event sponsor reserves the right to qualify and deny any interested party.


Bank Systems & Technology Executive Breakfast Series
"Bringing it all Together" - Real Enterprise Fraud Management for Banking
Fraud continues to proliferate across financial institutions, through multiple lines of business and banking channels. Increasingly sophisticated criminal tactics and the proliferation of organized crime rings make detecting fraud difficult and preventing it nearly impossible. During this Roundtable discussion, we will identify and share best practices and ideas around the prevention, investigation, and detection of possible fraudulent activities. Reserve your seat now for this off the record discussion.

June 18, 2008
NYC
Sponsored by SAS
*Event sponsor reserves the right to qualify and deny any interested party.



Buy-Side Trading Xchange
Bringing West Coast Traders Together
This exclusive buy side trading event aims to bring together the community of West Coast traders via a one day event in San Francisco. The concept is to create an environment where buy side traders and tech execs can discuss important issue and share ideas among themselves.
www.advancedtrading.com/tradingxchange

June 04, 2008
San Francisco, CA
Sponsored by: ITG, UBS & WJB Capital
*This event is open to buy-side executives only.


The Intelligent Low-Latency Trading Imperative
Join your industry peers at this Wall Street & Technology Executive Breakfast for an open dialogue on some of the latest industry low-latency trends, trading strategies and newest technology.
To register, visit www.cmp-customevents.com/sun

May 13, 2008
Chicago, IL
Sponsored by Sun Microsystems
*Please note: Event producer reserves the right to qualify all interested parties and refuse attendance.



Accelerating Wall Street 2008
Ultra-Low Data Latency, Real-Time Analytics, Faster Deployment
Hardware acceleration, multi-core processing, complex event processing, grid computing and virtualization technologies are front and center in Wall Street's battle to lower latency, analyze real-time data and power the latest trading systems.
www.wallstreetandtech.com/accelerate

May 08, 2008
NYC
Sponsored by: Aleri, BEA Systems, IBM, Kx, RTI, Vhayu & Volante
*Registration not open to Vendors or Consultants.


Advanced Trading's 2nd Annual Buy-Side Trading Summit
Transforming the Trading Desk - Illuminating the Dark
The Buy-Side Trading Summit is an invitation-only event for the most senior-level industry executives. Our attendees are the brightest minds in the industry, who participate in panel discussions, experience thought-provoking context, and partake in unsurpassed networking sessions. This Summit is open to buy-side executives only.
For more information, please send an email to advancedtrading@cmp.com

10/14 - 10/16/07
Florida
*Please note: the Summit is open to buy-side executives only. Event producer reserves the right to qualify all interested parties and refuse attendance.


The Future of Enterprise-Level Mobility In Financial Services: Balancing Increased Mobile Usage With Enterprise Data Security
Sponsored by Sprint and Windows Mobile
Join us for an executive event, moderated by the editors from Wall Street & Technology, Bank Systems & Technology and Insurance & Technology, hear how other Financial Firms are meeting the challenge of securing enterprise-level applications and data for their mobile users.

October 11, 2007
New York, NY


Bank Systems & Technology Executive Summit
Banking 2.0: The New Generation of Competition
At the second annual Bank Systems & Technology Executive Summit - an exclusive, invitation-only networking event - senior executives/technology decision-makers from visionary financial institutions will come together with some of the industry's most innovative technology solutions providers. They will share ideas, explore growth opportunities, and gain understanding of the essential technologies and strategies that can help banks achieve the organizational transformation required for profitable growth in the 21st century, in an unmatched resort environment.
For more information, please send an email referencing this event to banksystemstandtech@cmp.com

September 23-26, 2007
Arizona
*Please note that attendance at this Bank Systems & Technology event is limited to executives from banks/financial institutions. Event producer reserves the right to qualify and deny any interested party.


Executive Peer Roundtable Security Risk Series
Data security risk continues to be one of the top priorities -- if not the top priority -- for security and technology risk executives at financial firms. Data breaches continue to haunt all financial institutions, despite the best efforts to set comprehensive security safeguards, procedures, policies and metrics to mitigate data security risks. For more information, please send an email to wallstreet&tech@cmp.com.

September 18, 2007
New York City
*Please note: the event producer reserves the right to qualify and deny any interested party.


Executive Peer Roundtable Cross Asset Trading Series - Part 2:
Preparing and Successfully Transitioning Your Business for Multi Asset Trading
Multi asset trading is becoming a reality in both buy and sell side shops. But as firms move to trading across asset classes there are still major challenges that must be addressed to prepare for and successfully implement a multi asset trading strategy. This roundtable will cover several of the challenges buy and sell side firms are struggling with as they make the transition.
To register, click here. For more information, please send an email referencing this event to advancedtrading@cmp.com

September 11, 2007
New York City
*Please note: the event producer reserves the right to qualify and deny any interested party.


Executive Peer Roundtable EMS Series - Part 2: Evaluating the EMS
This peer group brings together traders and technology execs from the buy side to discuss the best process in evaluating execution management systems. What functionality is critical? How can you thoroughly evaluate a product and be confident that the system will do what it is intended to do? What are the benefits and drawbacks of using an OMS for execution? This session will be kicked off with an overview of all the systems on the market--the functionality that sets them apart, which types of firms they are better suited for and the overall pros and cons of each. The rest of the session will be dedicated to a group discussion sharing experiences in the evaluation process. To register please click here. For more information please email; advancedtrading@cmp.com.

July 17, 2007
* Please note this event is open to Buy-Side Executives only. Event producer reserves the right to qualify and deny any interested party.


Taking eFraud out of eBanking: Preventing Identity Fraud in Financial Services
Hosted by Arcot
Join us on Wednesday, June 6 to hear from the "World's Most Famous Hacker", Kevin Mitnick and gain a clear understanding of the threats you face and the latest thinking in protecting your users' identity.
Click Here to Register

June 06, 2007
New York, NY


Executive Peer Roundtable Data Security & Privacy Series – Part 1
The Data Security & Privacy Peer Roundtable is a peer-to-peer group that will work to identify, discuss and find solutions to one of the financial industry's most pressing challenges — securing transaction and customer data from phishers, hackers and other cyber criminals. The quarterly roundtable, comprised of CISOs, CPOs, CIOs and other data security experts, will look at data security concerns, as well as the risks that are constantly growing and shifting. Also attending the roundtable will be FBI Special Agent Timothy O'Brien and FBI Computer Scientist Thomas Kiernan from the New York Office of the FBI's Computer Crimes Squad. Agents O'Brien and Kieran will discuss some of the latest trends and crime data that the FBI has compiled. To register, click here. For more information, please send an email referencing this event to wallstreet&tech@cmp.com

June 05, 2007
Produced by Bank Systems & Technology and Wall Street & Technology
Sponsored by Bearing Point
*Please note: the event producer reserves the right to qualify and deny any interested party.


Executive Peer Roundtable Cross-Asset Series - Part 1
Broker dealers have been working hard to break down walls, to create a less siloed environment where traders trade not just one product, but many from one trading workstation. This is a lofty goal as traders must have access to trading platforms that can handle connectivity to a multitude of marketplaces, execution of all products, credit exposure, firm-wide risk management, multi-product algorithms and links to settlement and record keeping for all products. Hedge funds and other tech savvy buy-side firms are also dabbling in multi- asset trading. Often leaner shops, they need one platform that can do it all. Critical to any multi-asset trading desk is using algorithms that can trade multiple asset classes in the same strategy. This discussion will bring together traders and technology execs from the buy & sell side to discuss the challenges of cross-asset trading. To register, click here

May 21, 2007
Sponsored by Progress Apama


Executive Peer Roundtable Reg NMS Series - Part 4: Unintended Consequences, The Explosion of Dark Pools
Reg NMS is supposed to level the playing field for market participants and benefit the investor by making sure they have access to the best price and best execution. While this is happening, dark books are sprouting all over the industry -by some estimates there will be 40 or more "dark books" in the near future. This potentially creates a large collective pool of non-displayed liquidity. At the previous Reg NMS Executive Roundtable, many delegates requested more participation from the dark books. This roundtable will focus on the potential role of dark books in the markets, how they can be integrated into trading strategies, and if the SEC will increase scrutiny of dark books as they begin to gain traction and gather more liquidity. Other topics of discussion include: best execution metrics, dealing with increasing market data volumes, and increasing market data fees.
For more information, please send an email towallstreetandtech@cmp.com

May 03, 2007
New York City
*Please note: the event producer reserves the right to qualify and deny any interested party.


The New EMS
With Reg NMS on the horizon, tools for execution management are more essential than ever. As a result, new, more robust execution management systems offering multibroker connectivity are emerging. The buy side needs more than just an order management system, which is why many OMSs are investing in EMSs to offer the full package. Participants in this peer group will share their experiences, including the challenges of existing OMSs and EMSs, the pros and cons of having an all-in-one system and what they’d like to see as far as future developments in the space.
For more information please send an email to advancedtrading@cmp.com referencing this event.
Sponsored by Lehman Brothers

March 27, 2007
*Please note: the Summit is open to buy-side executives only. Event producer reserves the right to qualify all interested parties and refuse attendance.


Risk Management Executive Peer Roundtable Series (Part V)
Staying ahead of the Data Privacy Regulation Curve
Many industry experts feel that another large data privacy breach in financial services would result in a cascade of legislation from Congress, various state legislatures and other regulators. In order to stay ahead of the regulatory curve, many FIs are working to develop comprehensive safeguards that would not only prevent data breaches, but would show regulators that financial institutions are well aware of the data privacy risks and are working hard to prevent future data exposures.
Special guest speaker, Lynn Goldstein, Chief Privacy Officer at JP Morgan Chase. For more information please send an email to wallstreetandtech@cmp.com referencing this event.
Sponsored by BearingPoint

March 01, 2007
*Please note: Event producer reserves the right to qualify all interested parties and refuse attendance.


Reg NMS Executive Peer Roundtable Series - Part III
Defining Best Execution, Analyzing Exchange Testing, and the True Cost of Reg NMS
Most executives know what best execution means, but how will the regulators and the exchanges ultimately define it? At the upcoming third meeting of the Reg NMS Executive Roundtable Series, you will hear from best execution experts from the NASD, NYSE Regulation and Nasdaq about how their organizations plan to define and enforce best execution requirements. Following the second roundtable on October 26, 2006, WS&T invites you to attend the next installment of the Reg NMS Executive Roundtable Series. Other discussion topics include: exchange trading systems testing, market data revenues, role of dark books, exchange responsibilities under Reg NMS, role of ECNs, specific order types and handling and the cost of Reg NMS compliance.
For more information, please send an email referencing this event to wallstreetandtech@cmp.com

February 08, 2007
Sponsored by Sun Microsystems


Risk Management Executive Roundtable Series: Part 4
Assessing External Partner/Provider Risks
Following a great session on 9/20, when the roundtable heard about the ISF and its risk management & assessment offerings, members still are looking for better ways to assess (and manage the many assessments) of external partners. The need to assess external partners continues to grow as compliance mandates and regulations continue to broaden their reach. In our next meeting, we will learn about the BITS Shared Assessment Program. Michele Edson, from BITS, will attend the meeting & give an overview of the latest developments & advances that the Shared Assessment program has made over the past few months. To request your invitation, please send an email to wallstreetandtech@cmp.com
New York City

November 28, 2006


Reg NMS Executive Roundtable Series
Part II: Interpreting the Final Technical Specifications for Reg NMS-Compliant Trading Systems
Following the first roundtable on April 25th, WS&Tand Sun invite you to attend the second meeting of the Reg NMS Executive Roundtable Series. Now that the final technical specifications have been published for Regulation NMS-compliant trading systems of all automated trading centers, it’s time to digest the specs and to determine best practices and what, in fact, the specifications require. Join a select group of your peers as we dissect and interpret what the specifications mean for your organization and what impact the new rules will have on order flow and trade volume. Representatives from the NYSE and Nasdaq are also being invited to the meeting and should be available to answer your questions. To register or for more information, send an email to wallstreetandtech@cmp.com referencing this event.
New York City

October 26, 2006


Risk Management Executive Roundtable Series Part III: Addressing Risk Assessment Fatigue
Following 2 great sessions, WS&T and BearingPoint invite you to join a group of your peers for Part III of this series.
Risk assessment fatigue is all too common a problem for many financial firms. The dilemma: the assessments need to be completed to manage risk, but each 'risk' seems to have different assessment criteria. The result: multiple & cumbersome risk assessments that take technologists away from their top priority (developing applications). We'll discuss strategies & technologies that help reduce assessment fatigue.
Joining us is Simone Seth, Director – N.A. for the Information Security Forum, a non-profit association dedicated to researching & writing about leading information risk management & information security business practices. She will share her thoughts & research on how to overcome risk assessment fatigue.
To reserve your seat, send an email referencing this event to wallstreetandtech@cmp.com
New York

September 20, 2006






Popular Articles


Popular Tags