2nd Annual Technology Tools of the Trade: Demos & Training
Conference
Financial firms today are currently reinventing themselves not only
to survive, but ultimately, to thrive. Now, more than ever, technology
plays an integral role in maximizing efficiency and investment
performance. Individuals with the ability to capitalize on new
technologies will have an advantage.
This conference will showcase a select group of technology companies
that have cutting-edge products and services that analysts and portfolio
managers need to know about—particularly in today’s
challenging economy.
Companies that participate will offer products or services that:
- Improve quality of research results
- Reduce time to gain results
- Improve performance of portfolios
- Enhance analytical capabilities
What new technology tools can you add to your tool chest? Learn about
new applications and features of some of today’s fastest growing
technology solutions.
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DATE:
Thursday, March 25, 2010
TIME:
8:30 a.m.–4:45 p.m.
LOCATION:
NYSSA
1540 Broadway, 10th Floor, NYC
(entrance on 45th Street – Times Square)
Photo ID required for access to the building.
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REGISTRATION/FEES:
Member Free | Nonmember $25
Other Society Members: Please use code MEMSOC
to take advantage of the NYSSA member rate.
REGISTRATION DEADLINE:
Monday, March 22, 2010 at 5:00 p.m.
CREDIT: 1 CE/CPE
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If you would like to media partner or sponsor any NYSSA
programs, please fill out this form.
Media Partner
Agenda
| 8:30 |
Check-in and Continental Breakfast
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| 8:55 |
Welcome and Introductory Remarks
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| 9:00 |
Toward Transparency and Sustainability: Building a New
Financial Order
Suzanne Dann, Financial Services, IBM Research
Services
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| 9:45 |
Quantitative Services Group LLC
(QSG)
Tim Sargent, Chief Executive
Officer
Quantitative Services Group helps institutional investors outperform the
market by offering a complete suite of equity research services, custom
stock selection models and independent trading cost analytics that cover
both the U.S. and the international developed markets.
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| 10:30 |
Break
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10:45
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FactSet
Chris Elias, U.S. Portfolio Analytics Sales
Manager
FactSet enhances the productivity of the global investment professional
by providing superior workflow solutions.
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11:35
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Morningstar Inc.
Cindy Sin-Yi Tsai, CFA, CAIA, Senior
Research Analyst
Morningstar is a global provider of independent investment
research. Morningstar software helps institutional clients with their
asset allocation and manager due diligence needs.
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| 12:20 |
Lunch
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| 1:20 |
Thomson Reuters
Tim Gaumer, CFA, Director of Fundamental
Research
Thomson Reuters provides intelligent information for professionals in
the financial markets worldwide.
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| 2:10 |
Infosys Technologies, Ltd.
Muthukumar Krishnan, Senior Principal, Banking & Capital
Markets
Infosys Technologies is a leading technology service provider and
partner for Global 2000 companies.
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| 3:00 |
Break |
| 3:10 |
William O'Neil + Company
Randy Gates, CFA, Vice President
William O'Neil + Company is a national investment information company.
It provides equity investment ideas, securities data research, analytic
tools, and trading services to more than 400 major institutional money
managers in the U.S. and around the world.
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| 4:00 |
OCE Interactive LLC (Market Topographer)
Jonathan Greenberg, President and CEO
Market Topographer is an interactive benchmarking and analysis platform
for valuing and comparing U.S. stocks. It helps investors and
advisors more thoroughly understand what they are investing in by
identifying what drives differences in trading multiples (even across
time) and by justifying expectations priced into stocks with historical
precedents.
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| 4:45 |
Closing Remarks and Adjournment
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