Conference Program 

2002 Focus: Web Services and Beyond for the Financial Markets

Wednesday, September 4
 
SPECIAL PRE-CONFERENCE TRAINING SEMINAR – JUST $295!
 
8.30am Web Services for Technology Managers presented by SYSTINET
 

This seminar is targeted at technology managers that need to get up to speed quickly on what Web Services are, how they differ from simple Web sites and other Internet technologies, and how they can be applied to business issues.

The seminar will include an overview of the various elements of Web Services technology – including XML, SOAP, WSDL and UDDI, together with application examples and a roadmap of standards initiatives and future developments.

Invest just a morning of your time to get ahead of the Web Services curve, then attend the conference to find out how Wall Street is leveraging Web Services for its next generation of IT infrastructure.

Anne Thomas-Manes, CTO of Systinet, and a leading figure in the development of Web Services standards, will lead this seminar.

 
12.45pm   Lunch for Morning Seminar Attendees and VIP guests
 
PRE-CONFERENCE TECHNOLOGY VISIONS SEMINAR – FREE TO ALL
 
2pm “Technology Visions for Wall Street”
This session - which is FREE to all - begins with a presentation entitled "Leveraging XML for Context Relevant Information Management" by Wall Street IT-The Next Generation Platinum Sponsor Software AG.

Presenters:
John Stone, Director, Financial Services Practice, Software AG
JP Morgenthal, Chief Services Architect, Software AG

Confirmed Platinum Sponsor: Software AG

Following this presentation, a panel session will explore:
"Future Technology Platforms for Deploying Web Services"

Moderator:
Frank Greco, CEO, Crossroads Technologies

Panelists:
Jim Bole, VP/Engineering, Infravio
Dmiitri Tchikatilov, Technology Specialist - .NET, Microsoft Corp.
Ed Schwarz,
Director of Professional Services Global eSolutions Specialty, Sun Microsystems
Adam Greissman, CEO & Chief Technology Officer, UDICo
JP Morgenthal, Chief Services Architect, Software AG

 
4pm Opening of Wall Street IT-TNG Technology Showcase
An early chance to get up close to the technologies that will be "The Next Generation" on Wall Street. Including reception sponsored by Hewlett-Packard Company.

 
6pm Show closes (Reopens 10am next day)
 
Thursday, September 5
   
MAIN CONFERENCE – FOR PAID CONFERENCE DELEGATES ONLY!
   
8.10am Welcome
Welcome from Peter Harris, Lighthouse Partners
   
8.15am Opening Keynote: “Leveraging New Technologies for Strategic Business Gain”, Rick Carey, Chief Technical Architect, Merrill Lynch, New York, NY
   
9.00am Opening Plenary: “Using Web Services to Re-invent the New Issue Process”, Frank LaQuinta, Chief Strategy Officer, i-Deal LLC, New York, NY
   
Web Services Track

Track Chairman:
Rich Shriver
Principal Consultant
Jordan & Jordan
New York, NY

Enterprise Technologies Track

Track Chairman:
Joe Rosen
Managing Director/Partner
Enterprise Technology Corp.
New York, NY

 
9.25am
“What’s Hot with Web Services”

This introductory session will highlight recent developments in Web Services technology and set the scene for the main conference day.

Presenter:
Ron Schmelzer
Founder and Senior Analyst ZapThink
Waltham, MA

“Beyond Client-Server: GRID Computing Networks For New Trading Markets”

GRID architectures promise new business opportunities and limitless scalability.  But how can financial applications take advantage of the new GRIDS, and what technology hurdles face early adopters?

Presenters:
Peter Lee
Co-Founder & CEO
DataSynapse

New York, NY

Joe Belciglio
Managing Director of Trading Technology
Wachovia Securities
Charlotte, NC

Songnian Zhou
CTO

Platform Computing
Ontario, Canada

Steve Neiman
VP of High Performance Computing
JP Morgan, Chase
New York, NY

 
10.25am Break in Technology Showcase area
 
11am
“Financial Application Deployment  with Web Services and the X Internet”

Delivering rich user interfaces without fat clients, across the Internet?  Web Services and the X Internet could provide a solution.

Presenters:
Michael Baresich
CEO
CoKinetic
Greenwich, CT

Stephen Cain
Managing Director, Head of Trading and Relationship Management
Deutsche Bank
New York, NY

Michael Curry
Director of Products and Services
Altio
Boston, MA

“Wall Street Applications for Instant Messaging and Presence

With Wall Street fast becoming a virtual community, instant messaging services will become an increasingly important tool for collaboration and sales.  And emerging presence technology will add a new dimension to trading services and customer service.

Presenters:
Sandra Shih
Director, Collaboration Services
Reuters
New York, NY

Gary Reifman
Product Manager
Communicator, Inc.
New York, NY

Tom Jessop
VP/Equities
Goldman Sachs
New York, NY

 
12Noon Conference Luncheon, including keynote, followed by dessert service and coffee in the Technology Showcase area
 

Luncheon Keynote: “The Semantic Web and Wall Street”
Steve Ross-Talbot, Co-Chair, RuleML and Chief Scientist, Enigmatec Corp., London, UK with Dr. Said Tabet, Co-Founder and Co-Leader, RuleML.

 
1.30pm

“Web Services Frameworks for Delivery of Financial Information and Analytics”

Tomorrow’s traders, portfolio managers and investment bankers will use Web Services to access and aggregate disparate information sources, delivered using true standards.

Presenters:
Jeremy Lehman
Senior Vice President,
Software Development
IMG, Thomson Financial
New York, NY

Christian Hudson
Executive Vice President & CIO
Swiss American Securities, Inc.
President & COO
StreetLine
New York, NY

“Building IT Infrastructure For The Next Bull Market: Scalability, Performance and Resilience

Wall Street’s demand for high performance and ‘Five Nines” uptime sets the high bar in systems design.  New technologies, including distributed architectures, could be the answer – if they can be designed and harnessed effectively.

Presenters:
Vern Brownell
Founder and CTO
Egenera
Marlboro, MA

Derek Baum
Principal
Paremus
London, UK

 
2.30pm

Leveraging Web Services and XML for STP and Client Connectivity”

Web Services and XML will be important advances in the challenge to implement industry-wide STP and improve client connectivity.  This session will feature early initiatives in these endeavors.

Presenters:
Gary Maier
Managing Director,
Global Financial Services
IONA Technologies
New York, NY

George Kledaras
CEO
Javelin Technologies
New York, NY

“Where Will Linux (and Open Source) Live in the Wall Street Enterprise?”

Will Wall Street really make a strategic bet on an operating system designed by hobbyists and owned by no one?  If so, what kinds of applications will Linux address, and which supplier will be the biggest loser – Microsoft or Sun?

Presenter:
Andy Wachs
Program Director, Linux Strategy and Market Development
IBM Corporation
Somers, NY

 
3.15pm Closing Break in the Technology Showcase area,  Show closes at 4pm
 
4pm Closing Panel Session: “After Web Services, What Next for IT on Wall Street and the Financial Markets?”
This closing session will bring together financial markets and IT pundits to debate the technologies just over Wall Street’s horizon, and so point the way to the big themes for the 2003 Wall Street IT-TNG event.

 
Chairman:
Peter Harris,
President, Lighthouse Partners New York, NY

Panelists:
Marc Goldberg, Managing Partner, RVC, London, UK
Duncan Johnston-Watt, CTO, Enigmatec Corp., London, UK
Tom Dalglish, VP/Global Data Architecture, Merrill Lynch, NY, NY
Andy Vickers, Chief Technical Architect, FNX, Conshohocken, PA

 
5.15pm Conference closes