Chairperson’s Welcome & Opening Remarks
Kenneth G. Juster, Managing Director, Asset Managers Forum
Bloomberg Tradebook Luncheon and User Group Workshop: “Order generation tools, Seamless communication of orders between Portfolio Managers and Portfolio Traders, Advanced trading applications”
Ellen Winston, Bloomberg Tradebook LLC
Keynote Presentation: Order Management Systems –
Mission Control for Trading Desks
Rob Hegarty, Director, Investment Management Technology Research, TowerGroup
Assessing the Key Operational Benefits of OMSs
Kevin Griffin, Vice President, Investment Operations and Technology, Pioneer Investment Management USA
Buy-Side and Sell-Side Perspectives: Evaluating the Requirements of Portfolio Managers and Broker/Dealers
Albert H. Roitfarb, Senior Vice President, Compliance, Fidelity Management Research Company
Choosing the Right OMS for Your Business
John M. Clarke Jr., Principal Cutter Associates Inc.
Case Study: Assessing the Pros and Cons of Building Proprietary and Third-Party Systems
Nick Davidge, Founder and Chief Executive Officer, S1 –
Davidge Data Division
Keynote Presentation: Examining the Role of Order Management Systems Within an STP Strategy
Michael Wyne, Managing Director, Fischer Francis, Trees & Watts Inc., Chairman, Asset Managers Forum
Examining the Importance of Standards as a Key Component in an OMS
Ansgar Brull, Managing Director, Capco
The OMS of the Future:
How Convergence of Systems Could Enable Smoother, Quicker Transaction Processing
Stephen Alepa, CFA, Executive Vice President, Networks
and E-Markets, Macgregor; Sheldon Clarke, President,
508 Securities; Annie Mariani Morris, Vice President,
Global Client Services, The LongView Group
