EFTA00307137.pdf

CREDIT SUISSE "A Rising Tide" Credit Suisse Global Trading Forum 2014 AGENDA (as of March 4, 2014)* *BMW to change WEDNESDAY, March 26th, 2014 6:00 p.m. - 9:00 pm Welcome Cocktail Reception & Registration Scarpetta Fontainebleau Miami 4441 Collins Avenue Miami, FL 33140 THURSDAY, March 27th, 2014 7:00 a.m. - 8:00 a.m. Breakfast & Registration Fontainebleau Miami Conference Center — Luster Gallerie & Sparkle West Ballroom 8:00 a.m. - 8:15 a.m. Welcome Remarks Michael Paliotta. Managing Director. Credit Suisse. Co-Head of Equities Americas Sparkle East Ballroom 8:15 a.m. - 9:00 a.m. 9:00 a.m. —9:45 a.m. What Does the End of QE Mean In a Post Bemanke World? Neil Soss. Managing Director. Credit Suisse. Chief Economist Sparkle East Ballroom US Equity Trading Environment Dan Mathisson. Managing Director. Credit Suisse. Head of US Cash Execution and Trading Sparkle East Ballroom EFTA00307137 CREDIT SUISSE 9.4S a m 10.15 a.m Break 10:15 a.m. — 11:00 a.m. What Does Microstructure Mean to You? Tommy Zovich, Director. Credit Suisse. Head of Research & Consulting Group Splash 3/4 Debunking Credibility & nF Myths: Inflation: Using ETFs to Drive Alpha Dodd Kiltsley, Director of Investments & Analytics, Bladrock iShares Jim McKeever. Managing Director, Credit Suisse Rob Bernstone, Managing Director, Credit Suisse Splash 9/10 James Sweeney, Managing Director, Credit Suisse Splash 11/12 11:00a.m. -11:45am European & Asian Market Update Matthew Cousens Director, Credit Suisse Ross Whittaker Director, Credit Suisse Splash 3/4 Asset Owners Client Panel: Moderator: Michael G. Clark, Managing Director,Credit Suisse Splash 9110 Conversations That Matter: Buyside Roundtable Discussions Gene Choe, Managing Director, Credit Suisse Jonathan Kelley, Vice President, Credit Suisse Splash 11/12 Understanding the Importance of Risk Parity Dr. Sid Browne, Managing Director, Credit Suisse Asset Management Splash 13/14 How the End of Quantitative Easing Will Affect the Outlook for Carry Strategies Speaker TBD Splash 13/14 11:45 . - 1:15 . LUNCH - Sparkle West EFTA00307138 CREDIT SUISSE* 1:15 p.m. • 2:15 p.m. The Head Global Trading the Quirks Identifying Risk Trader as Chief Exchange of the VIX Premla Risk Officer Panel Opportunities in the European Moderator: Jon Moderator: Equity Market Kinderferer, Managing Paul Jiganti Managing Ed Tom, Managing Director, Credit Director, Credit Director Suisse Suisse Market Natasha Todd Rapp, CRO, High fields Structure, TO Ameritrade Khoa Le, Managing Director, Credit Suisse Jhunjhunwala, Director, Credit Suisse Capita! Management Kevan Cowan, President TSX Markets, TMX Katherine Group Macleod, Senator ISE NYSE Investment Euronext ICE Group BATS Scott NASDAQ Friedman,Head of Trading & Risk Management, Soroban Capital Partners Splash 11;12 Splash 13.14 Splash 9/0 Splash 3/4 Turbo It's a Small Client Views on Using Systematic Overview and World After Fixed Income: Investment 2:15pm-3:OOpm OSA All: Small Cap Market Structure & Strategies to Perspectives Trading in a Post Capture Risk Dodd-Frank World Premia Wren Chandrasoma, Managing Director, Credit Suisse Richard Telesco, Director, Credit Suisse Megan Burke, Director, Credit Moderator, Jeff Jennings, Managing Director, Credit Suisse Dr. Sid Browne, Managing Director, Credit Suisse Asset Management Suisse Lori Calvasina, Director, Credit Suisse Timothy Whee, Director, Credit Suisse Splash 3'4 Splash 9/10 Splash 11/12 Splash 1314 Break 3:00 p.m. -3:15 p.m. EFTA00307139 CREDIT SUISSE 3:15 p.m. - 4:00 p.m. Equity Traders' Fireside Chat Dave Cummings. Owner & Chairman of the Board. Tradebot Paul Whitehead. Managing Director. Co-Head Americas Equity Trading. Blackrock Sparkle East Ballroom 4:00 p.m. - 4:45 p.m. Damnation, Salvation and Harmonization Gestation: the Causes, Cures and Status of Global Financial Regulatory Reform Commissioner Bart Chilton, US Commodity Futures Trading Commission Sparkle East Ballroom 4:45 p.m. - 6:30 p.m. Cocktail Reception - Sparkle West Ballroom 6:30 p.m. - 7:15 p.m. 7:15 p.m. - 9:30 p.m. Dinner Economic Strategy for the 21' Century - Keynote Speaker: The Honorable Al Gore Sparkle East Ballroom FRIDAY, MARCH 28st, 2014 7:00 a.m. - 8:30 a.m. Breakfast & Registration Fontainebleau Miami Conference Center —Luster Gallerle & Sparkle West Ballroom 8:30 a.m. - 9:30 a.m. The Success Equation Michael Mauboussin. Author. Head of Global Financial Strategies. Managing Director. Credit Suisse Sparkle East Ballroom EFTA00307140 CREDIT SUISSE 9:30 a.m. - 10:15 a.m. The Bitcoin Revolution: Cryptographic Currencies & Beyond Andreas Antonopoulos Founder Root Eleven. Entrepreneur. Technologist & Bitcoin Expert Spends East Ballroom 10:15 . - 10:30 Break 10:30 a.m. - 11:15 a.m. The Fast & the Furious: HFTs, Regulators and the latest on Market Structure in the US and Canada Dmitry Bulkin, Director, Credit Suisse Lilian Soto, Vice President, Credit Suisse Splash 3/4 Digital Alpha: Electronic Ideas, News & Feeds Moderator: Dan Colarusso. Editor of Digital Media. Thomson Reuters Richard Kyd, Director, Credit Suisse Joe Gts, CEO & President, Social Market Analytics (SMA) Gautham Sastri, CEO, iSentium LLC Splash 9/10 11:15 a.m. —12:00 p.m. Latin American Perspectives: Who and What's Next? Moderator, Rodrigo Oliveira, Vice President, Credit Suisse Splash 314 How to Sell Volatility in a Low Volatility Environment Volatility Control: Exploring Different Methods of Risk Controlling Index Products Vincent Samat, Director, Credit Suisse Splash 11/12 A Rising Tide — The Effect of Rising Interest Rates on Equity Volatility Paul Staneski, Derivatives Solutions, LLC Grace Koo, Managing Director, Credit Suisse Splash 13/14 Bobby lanev, Vice President, Credit Suisse Splash 9/10 The Unloved Greeks: Why Theta and Rho Matter Paul Staneski, Derivatives Solutions, LLC Splash 11/12 SEFs and Fragmentation: Hearing from the Venues Moderator: Ryan Sheftel, Managing Director, Credit Suisse Splash 13/14 12:00 noon Boxed Lunch & Departure * Please note agenda is subject to change EFTA00307141