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8:30 REGISTRATION & CONTINENTAL BREAKFAST
9:00 CHAIRPERSON'S REVIEW
9:15 EVOLUTION OF INTERNET TRADING PRODUCTS AND PARTIES ( Current majority of trades on Internet are speculative as opposed to hedging ( Examples of differences in current and projected use of the Internet - Informative v. interactive sites - Investment v. venture capital - Client solicitation v. client maintenance ( Overcoming the infrastructure already in place among institutions ( Providing valuation services for the BUY side ( Providing interactive services for effective fill orders on the SELL side Liam Connell Senior Operating Officer SALOMON BROTHERS
10:00 CUTTING-EDGE IT DEVELOPMENTS AFFECTING THE INTERNET TRADER ( Goal: to move from a closed to open system for client needs ( Determining the appropriate network - Value Added Network - Virtual Private Network ( Security issues - Passwords - Fault tolerance products ( Browser considerations Rachel Kenyon Perkel Director, Technology Marketing SCHWAB INSTITUTIONAL
10:45 MORNING BREAK
11:05 CASE STUDY: DEVELOPING "BEHIND-THE-SCENES" SYSTEMS ON THE INTERNET FOR NATIONAL DISCOUNT BROKERAGE ( Components to the trade order flow - Clearing/custodial "back office" - Transaction - Distribution ( Capitalizing on the Internet as the front-to-back office infrastructure ( Internet as a trade-enhancing tool ( How the Internet infrastructure will differ from existing intranet mediums ( Overview of the latest developments in establishing programming standards for financial software - Intuit's Openexchange - Microsoft's Checkfree Steve Schiff Vice President Technology MXNET
11:50 IMPLICATIONS OF VIRTUAL TRADING ON THE DEVELOPMENT OF EXISTING FINANCIAL MARKETS ( Internet viewed as a positive addition to already existing markets ( Whether clients and investors need/prefer human interaction ( Addition of more services by exchanges through Internet - Informative: obtaining up-to-date exchange regulations - Interactive: establishing exchanges as secondary market Alan Goldstein Chief Technology Officer BONDNET
12:35 LUNCH FOR SPEAKERS & DELEGATES
1:45 CASE STUDY: IMPLEMENTING AN INTERNET FX TRADING DESK ( Finding the niche with the institutional dealer ( Business benefits - Ability to automate small trades for high net worth clients - Large institutional dealers don't have to set up small divisions for one trade ( Taking advantage of other types of technology lacking in the dealer trading rooms ( Offering quotes from market makers of over 100 banks ( Upcoming: trading exchange traded FX options on the Web Mikhail Dvortsov Co-chairman of the Board MONEY GARDEN CORP.
2:30 WEB TRADING: A PORTFOLIO MANAGER'S PERSPECTIVE ( Internet as a new medium of distributing mutual funds ( Internet as a medium for risk management - Advice - Hedging - Trading ( Role of AI in a portfolio manager's risk management techniques Jennifer Costley Vice President BANKERS TRUST
3:15 AFTERNOON BREAK
3:35 CASE STUDY: EFFECTIVELY DISSEMINATING MARKET INFORMATION TO INSTITUTIONS ( Different types of market information - Qualitative data (e.g., news) - Actual prices - Constantly changing theoretical valuation ( Examples of current developments - Customized news feeds - Trade tracking/confirmation - Real time theoretical values on the Internet - Marking to market Ron Raikula Vice President FIDELITY
4:20 NEW TECHNIQUES FOR MANAGING TRADING RISKS ON THE INTERNET ( How the Internet can foster the link between trading and treasury functions ( Emergence of cyberinvestment centers ( Developments in - Cash management - Cyberanalytics: obtaining market risk management through Internet - Statistical arbitrage ( Overcoming obstacles inherent in the WWW Harpal Sandhu Vice President INTEGRAL CORP.
5:05 CHAIRPERSON'S CONCLUSION
5:20 END OF CONFERENCE
If you are unable to attend but would like to receive
documentation from this conference,
please call 312.540.3010
If you have any questions please fill out an online inquiry.
If you would like to register for an ICM Conference please fill out an online registration form.
Or contact Alyson Smith in New York at (212) 983-3500 to register.