Editorial Calendar 2008

 

ISSUE DATE:

 

JANUARY 7, 2008

§     Buy-Side Technology Trends: How IT Spending Is Being Allocated in 2008

§     Spotlight: Asset Management in the Asia-Pacific Region

§     Multi-Asset Class Trading: Integrated Systems Solutions for Fund Managers

 

JANUARY 21, 2008

            Includes Bonus Distribution at:

            WORLD RESEARCH GROUP LIQUIDITY 2008, New York

            SRI 2008 ALTERNATIVE INVESTMENT ROUNDUP, Scottsdale, Arizona

§     The Electronic Marketplace: Escalating Block Trading Competition in the U.S.

§     Clearance & Settlement: Trade Confirmation and Matching Engines

§     Market Data: Low Latency Systems for High Performance Needs

 

FEBRUARY 4, 2008

            Includes Bonus Distribution at:

            WBR FINANCIAL TECHNOLOGY CONGRESS 2008, New York

§     Hedge Funds: Survey of Leading Prime Brokerage Platforms and Their Services

§     Trade Order Management: What’s New from OMS and EMS Solutions Providers

§     Web Services: How Securities and Investment Firms Leverage Web Technologies

 

FEBRUARY 18, 2008

            Includes Bonus Distribution at:

            NICSA 26th ANNUAL CONFERENCE & EXPO, Miami, Florida

§     Risk Analytics: Transparency Tools for Comparative Analysis of Hedge Fund Returns

§     Portfolio Valuations: Services and Support for FAS 157 Fair Value Pricing Compliance

§     Trading Algorithms: Focus on New Tools for the Buy-Side

§     Fixed Income Securities: Where Are We on the Road to Bond Market Transparency?

 

MARCH 3, 2008

            Includes Bonus Distribution at:

            WBR TRADETECH USA 2008, New York

            CBOE & CFE 24th ANNUAL RISK MANAGEMENT CONF., Bonita Springs, Florida

§     Electronic Trading: Algorithmic Trading’s Next Generation

§     Operations Risk Management: Supporting 130/30 Alpha Capture Strategies

§     Derivatives Trading: Algorithmic Trading Engines vs. Traditional Market Practices

 

MARCH 17, 2008

            Includes Bonus Distribution at:

            7th ANNUAL 2008 BUSINESS CONTINUITY & CORPORATE SECURITY, New York

§     Portfolio Accounting: Emerging Requirements of Global Asset Managers

§     Commission Management: Commission Budgeting and Reporting for Fund Managers

§     Securities Trading: Update on Europe’s Multi-Lateral Trading Facilities and Their Volumes

 

MARCH 31, 2008

            Includes Bonus Distribution at:

            6th ANNUAL 2008 LINUX/OPEN SOURCE ON WALL STREET, New York

            ISITC 14th ANNUAL INDUSTRY FORUM AND VENDOR SHOW, Boston

§     Securities Pricing: Valuing Structured Derivatives After the Sub-Prime Crisis

§     Data Management: Technologies for Streamlining Trade Data and Information Flows

§     Securities Operations: Focus on Post-Trade Aggregation Offerings

 

APRIL 14, 2008

            Includes Bonus Distribution at:

            OPAL FINANCIAL GROUP ALTERNATIVE INVESTING EAST, Lansdowne, Virginia

            WBR TRADETECH PARIS 2008, Paris

§     Algorithmic Trading: Where Complex Event Processing Solutions May Confer an Edge

§     Hedge Funds: What’s New in Risk Systems and Analytics for Hedge Funds

§     Portfolio Management: Update on Functionality for Multi-Asset Strategies

§     Data Optimization: How Industry Players Can Leverage FIX Adapted for Streaming (FAST)

 

APRIL 28, 2008

            Includes Bonus Distribution at:

            SIFMA OPERATIONS CONFERENCE & EXHIBIT, Phoenix, AZ

            SIFMA MARKET STRUCTURE CONFERENCE, New York

§     Securities Operations: The New Talent Pool and Emerging Staffing Challenges

§     Corporate Watch: Business Strategies of Recently Privatized IT Services Firms

§     On the Exchanges: The Emerging Role of Exchanges in an Electronic Marketplace

§     Case Study: Asset Management Operations Outsourcing

 

MAY 12, 2008

            Includes Bonus Distribution at:

            GLOBAL INVESTMENT TECHNOLOGY LEADERSHIP ROUNDTABLE

            WBR TRADETECH DERIVATIVES 2008

§     Risk Management: Re-defining Risk in the New Age -- What’s Next?

§     Securities Trading: Dark Orders and Emerging Systemic Stresses

§     Regulatory Update: Strategic Focus on Converging Trends

 

MAY 26, 2008

            Includes Bonus Distribution at:

            ISITC-IOA QUARTERLY CONFERENCE, Scottsdale, Arizona

            TOWERGROUP 2008 FINANCIAL SERVICES CONFERENCE & EXHIBIT, Boston

§     Execution Management Systems: Comparative Analysis of Key Capabilities

§     The Analytical Toolkit: New & Noteworthy Live Screening Technologies

§     Emerging Technologies: What’s the Next Breakthrough for Buy- and Sell-side Players?

 

JUNE 9, 2008

            Includes Bonus Distribution at:

            SIFMA TECHNOLOGY MANAGEMENT CONFERENCE & EXHIBIT, New York

§     Securities Trading: The Advent and Impact of Modular Algorithms

§     Buy-Side Automation: Where Emerging Technologies Will Impact Performance

§     Risk Management: Operational Implications of Complex Securities & Their Risks

§     Straight Through Processing: STP Bottlenecks in Cross-Asset Securities Processing

§     Data Management: Rethinking Data Volumes in the Reg NMS and MiFID Environment

 

JUNE 23, 2008

            Includes Bonus Distribution at:

            SIFMA RISK MANAGEMENT CONFERENCE, New York

§     Risk Management: Measuring Risks vs. Performance of High Alpha Investment Funds

§     Securities Standards: Impact of FIX Algorithmic Trading Definition Language

§     Electronic Connectivity: Streamlining Network Infrastructures for Securities Trading

 

JULY 7, 2008

§     The Electronic Marketplace: Trade Flow Patterns Under Reg NMS and MiFID

§     Data Warehousing: Capturing and Integrating Multi-Asset Class Data

§     Dark Pools: Best Execution and Transaction Monitoring Challenges in Dark Pools

 

JULY 21, 2008 

§     Transaction Cost Analysis: Are Buy-Side Firms Ready for Tactical TCA?

§     Market Data Delivery: Managing Data Integrity and Consistency in Millisecond Markets

§     Client Service Innovation: The Challenges Facing Vendors in the Investment Marketplace

 

AUGUST 4, 2008

§     Technology Trends: Hardware Acceleration Tools for the Buy-Side

§     Canadian Market Monitor: Update on New Electronic Trading Forums and Dark Pools

§     Securities Trading Innovation: Strategic Update on Market Competition in Europe

 

SEPTEMBER 1, 2008

            Includes Bonus Distribution at:

            ISITC-IOA SEPTEMBER 2008 CONFERENCE, Atlanta

            WBR FIMA ENTITY MANAGEMENT 2008, New York

§     Hedge Funds: Databases and Solutions for Monitoring Hedge Fund Portfolio Risks

§     Trading Case Study: Global Trading Operations at a Leading Money Management Firm

§     Securities Pricing: Sources for Model-based Pricing for Hard-to-value Securities

 

SEPTEMBER 15, 2008

            Includes Bonus Distribution at:

            SIBOS 2008, Vienna, Austria

            5th ANNUAL HIGH PERFORMANCE ON WALL STREET, New York

§     Global Custody: Cross-Border Performance Measurement & Attribution Capabilities

§     European Trading Trends: Focus on Block Trading and the New Liquidity Pools

§     MiFID Update: Progress Report on Buy- and Sell-side Market Impact

§     Securities Operations: Evolving Business Models to Support Global Trading

§     Clearance & Settlement: ICSDs and the Future of Settlements in Europe

 

SEPTEMBER 29, 2008

§     The Internet Connection: How Buy-Side Firms Are Using Sell-Side Portals

§     Derivatives Processing: Operations Challenges and Impediments to STP

§     Clearance & Settlement: Impact of Same-Day Affirmation in Canada

§     Trading Analytics: Should Transaction Cost Analysis Tools Be Standalone Products?

 

OCTOBER 13, 2008

§     Trade Order Management: How Smart Are Today’s Smart Systems?

§     Wealth Management: Fund Manager Support Services Offered by Custodial Banks

§     Foreign Exchange Trading: Strategic Update on Electronic Forums and Related Services

§     Securities Operations: Optimizing IT To Eliminate Low-End Processes

 

OCTOBER 27, 2008

            Includes Bonus Distribution at:

            NICSA TECHNOLOGY SUMMIT 2008, Las Vegas

            SIFMA ANNUAL MEETING, New York

§     The Market Beat: Looking at Google’s Strategy in Financial Services

§     Trading Algorithms: Is Benchmarking Viable or a Fool’s Quest?

§     Complex Event Processing: Battling Insider Trading With CEP

§     Investment Strategies: What Buy-Side Firms Are Doing in India

 

NOVEMBER 10, 2008

            Includes Bonus Distribution at:

            GLOBAL INVESTMENT TECHNOLOGY LEADERSHIP ROUNDTABLE

            SIFMA FIXED INCOME SUMMIT AND TECHNOLOGY EXPO, New York

§     Electronic Trading Forums: The Buy-Side Assesses the Competition

§     Fixed-Income Securities: Performance Attribution Methodologies and Systems

§     Investment Strategies: Where 130/30 Funds and Support Services Are Headed

§     Securities Operations: Supporting 24/7 Trading Around the Globe

 

NOVEMBER 24, 2008

            Includes Bonus Distribution at:

            ISITC-IOA DECEMBER 2008 CONFERENCE, Palm Beach, Florida

§     Clearance & Settlement: Progress Report on Redesigning European Trade Settlement

§     Securities Trading: New Thinking on Price Discovery -- Where Do We Go From Here?

§     Global Custody: Third-Party Services That Compete With Custodians’ Value-Added Tools

 

DECEMBER 8, 2008

§     Hedge Funds: Leveraging Event Processing Systems for Fund Compliance

§     Derivatives Operations: Progress Report on Industry and Vendor-led Automation Initiatives

§     Data Management: Pros and Cons of In-house Solutions vs. Third-Parties and Utilities

§     Securities Standards: FIX 5.0 and Multi-Asset Class Messaging Solutions

 

N.B.: The calendar is subject to revision at the discretion of the Editor.

 

   
     

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