EFTA02040166.pdf

CREDIT SUISSE " Rising Tide " Credit Suisse Global Trading Forum 2014 AGENDA (as of January 31, 2014)* 'Subject 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. What Does the End of QE Mean in a Post Elemanke World? Neil Soss, Managing Director , Credit Suisse, Chief Economist Sparkle East Ballroom US Equity Trading Environment 9:00 a.m. — 9:45 a.m. Dan Mathisson, Managing Director, Credit Suisse, Head of US Cash Execution and Trading Sparkle East Ballroom EFTA_R1_00562811 EFTA02040166 CREDIT SUISSE\irk 9:45 a.m. - 10:15 a.m Break 10:15 a.m. - 11:00 What Does Debunking ETF Credibility & Understanding Risk a.m. Microstructure Myths: Using Inflation: Parity Mean to You? ETFs to Drive Alpha Edward Torn, Managing Director, Credit Suisse Tommy Zovich, Dodd Kiltsley, James Sweeney, Director, Credit Director of Managing Director, Dr. Sid Browne, Managing Suisse, Head of Investments & Credit Suisse Director, Credit Suisse Research & Analytic% Asset Management Consulting Group Blackrock iShares Jim McKeever. Splash 9/10 Managing Director, Credit Suisse Rob Bemstone. Managing Director, Credit Suisse Splash 13/14 Splash 9110 Splash 11/12 11:00a.m. -11:45am European & Conversations How the End of Asian Market Asset Owners That Matter: Quantitative Easing Will Update Client Panel: Buyside Affect the Outlook for Roundtable Carry Strategies Matthew Moderator: Discussions Cousens Michael G. Director, Credit Clark, Managing PART 1 Suisse Director,Credit Speaker TBD Suisse Ross Whittaker Phil Mackintosh, Director, Credit Managing Director, Suisse Credit Suisse Jonathan Kelley, Vice President, Credit Suisse Splash 3/4 Splash 9/10 Splash 13/14 Splash 11/12 11:45 a.m. - 1:15 p.m. LUNCH - Sparkle West EFTA_R1_00562812 EFTA02040167 CREDIT SUISSE 1:15 p.m. - 2:15 p.m. The Head Trader Global Conversations Derivatives Traders as Chief Risk Exchange That Matter: Panel Officer Panel Buyside Roundtable Moderator: Jon Moderator: Discussions Kinderlerer, Paul Jigenti Managing Managing PART 2 Director, Credit Director Suisse Market Structure. TD Todd Rapp, CRO, Ameritrade Phil Mackintosh, Moderator. James Highfields Capital Managing Director. Masserio, Managing Management ISE Credit Suisse Director. Credit Suisse NYSE Euronext Katherine ICE Macleod. Senator TMX Jonathan Kelley, Investment Group BATS Vice President. NASDAQ Credit Suisse Scott Friedman.Head of Trading & Risk Splash 9/10 Splash 11/12 Management Splash 13/14 Soroban Capital Partners Splash 3/4 Canadian & US It's a Small Equity Traders' Using Systematic Border Patrol: World After Fireside Chat Investment Strategies to 2:15pm-3:00pm Challenges & All: Small Cap Capture Risk Premia Solutions Perspectives Dmitry Bulkin, Dr. Sid Browne, Managing Director, Credit Richard Dave Cummings, Director, Credit Suisse Suisse Telesco. Owner & Chairman Asset Management Director. Credit of the Board, Lifiana Soto, Vice Suisse Tradebot President, Credit Suisse Megan Burke, Paul Whitehead. Director. Credit Managing Director, Suisse Co-Head Americas Equity Trading. Lori Calvasina, Blackrock Director, Credit Suisse Timothy Whee, Director, Credit Suisse Splash 3/4 Splash 9/10 Splash 11/12 Splash 13/14 H:HH Hin: - HHIH p:m: Br:HHIc EFTA_R1_00562813 EFTA02040168 CREDIT SUISSE 3:15 p.m. - 4:00 p.m. Sparkle East Ballroom 4:00 p.m. - 4:45 p.m. TBD Michael Mouboussin, Managing Director, Credit Suisse Sparkle East Ballroom 4:45 p.m. - 6:30 p.m. Break 6:30 p.m. - 7:15 p.m. Cocktail Reception - Sparkle West Ballroom 7:15 p.m. - 9:30 p.m. Dinner Economic Strategy for the 21" Century - Keynote Speaker: The Honorable .41 Gore Sparkle East Ballroom FRIDAY, MARCH 1st, 2012 7:00 a.m. - 8:30 a.m. Breakfast & Registration Fontainebleau Miami Conference Center —Luster Gallerie & Sparkle West Ballroom 8:30 a.m. - 9:30 a.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 9:30 a.m. -10:15 a.m. Speaker TBD Sparkle East Ballroom 10:15 a.m. - 10:30 a.m. Break EFTA_R1_00562814 EFTA02040169 CREDIT SUISSE 10:30 a.m.• 11:15 a.m. Digital Alpha: Volatility Control: A Rising Tide - The Effect of Electronic Ideas, Exploring Different Rising Interest Rates on Equity News & Feeds Methods of Risk Volatility Controlling Index Products Paul Staneski, Derivatives Moderator: Dan Solutions, LLC Colarusso, Editor of Vincent Samat, Digital Media, Director, Credit Suisse Grace Koo. Managing Director, Thomson Reuters Credit Suisse Richard Kyd, Director, Credit Suisse Gautham Sastri CEO, iSentium Technologies Splash 11/12 Splash 13/14 Splash 9110 11:15 a.m. — 12:00 p.m. Latin American How to Sell Volatility The Unloved Greeks: Why Perspectives: Who in a Low Volatility Theta and Rho Matter and What's Next? Environment Bobby lamer. Vice Paul Staneski. Derivatives Moderator, Rodrigo President, Credit Solutions, LLC Oliveira, Vice Suisse President, Credit Suisse Victor Schabbel, Vice President, Credit Suisse Splash 9110 Splash 11/12 Splash 13/14 12:00 noon Boxed Lunch & Departure • Please note agenda is subject to change EFTA_R1_00562815 EFTA02040170