Tools of the Trade: New Technologies Conference
What new technology tools can you add to your tool chest? Technology
plays an integral role in maximizing efficiency and performance. The
ability to capitalize on new technologies gives you the advantage in
today’s challenging economy.
For the first time, NYSSA is showcasing a select group of technology
companies in one conference. This is your chance to learn about cutting
edge products and services that help analysts and portfolio managers
remain competitive.
See demos of products or services that:
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Improve quality of research results
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Reduce time to gain results
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Improve performance of portfolios
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Enhance analytical capabilities
Don’t miss this opportunity to see new applications and
features utilizing some of today’s fastest growing technology
solutions.
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DATE:
Thursday, May 28, 2009
TIME:
8:30 a.m.–3:15 p.m.
LOCATION:
NYSSA
1177 Avenue of the Americas, 2nd Floor
(between 45th and 46th Streets), NYC (Directions)
Photo ID required for access to the building.
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FEES:
Members Free | $25 Nonmembers
REGISTRATION DEADLINE:
Monday, May 25, 2009
CREDITS:
1 CE/CPE
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Media Partner

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Chairs
Sherry Lombardi, The Answer Factory
Laurie Malen, The Answer Factory
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If you would like to media partner or sponsor any of these programs,
please contact sponsorship@nyssa.org.
Agenda
| 8:30 |
Check-in & Continental Breakfast
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8:50
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Welcome and Introductory Remarks
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8:55
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The Global Technology Outlook
Suzanne Dann, IBM Research
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9:45
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Quantitative Services Group LLC
Tim Sargent, President
George Bodine, Director of Trading Research
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
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Break
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10:45
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Advent Software, Inc.
Ryan Mackey, Senior Sales Executive
Advent Software has been providing reliable, trusted solutions to
investment management organizations of all sizes and strategies for 25
years, with firms in 60 countries using Advent technology.
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11:35
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Morningstar Inc.
Todd Kowalski, Institutional Software Sales Director
Morningstar is a leading provider of software for asset allocation,
equity and fund research, and attribution analysis. Asset managers,
consultants, and plan sponsors rely on our solutions to create and
maintain effective products, portfolios, and lineups.
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12:35
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Networking Lunch
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| 1:30 |
Markov Processes International, LLC
Jeff Schwartz, Managing Director
Markov Processes International (MPI) is an industry leader in
quantitative investment tools and technologies with more than 350 client
organizations worldwide.
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| 2:20 |
Global Equity Analytics and Research Service (GEARS)
Robert Gay, President
GEARS is an independent provider of corporate accounting data and
fundamental research on companies and indexes. GEARS produces alpha and
support transparency.
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| 3:15 |
Closing Remarks and Adjournment
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NYSSA reserves the right to change any part of its published program
or list of presenters due to unforeseen circumstances. |