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Achieving B2B in the
financial services industry
Latest developments and solutions on both the business &
technology sides for implementing a successful e-strategy
December 6 & 7, 2000, New York
To register: tel +44 (0) 20 7484 9898 email conf@riskwaters.com
www.waters-conferences.com/e-business
PLUS!
One-day optional
pre-conference seminar
Evaluating the applicability
of m-commerce within an
e-business strategy
December 5, 2000,
New York
CONFERENCE HIGHLIGHTS
● Keynote address from Ben Wolkowitz,
Managing Director, Fixed Income Division,
E-Commerce Initiatives, MORGAN STANLEY
DEAN WITTER
● Learn key strategies for developing successful
e-business operations
● Evaluate the advantages of forming alliances to
create e-business solutions
● Analyze how STP is driving e-business
● Optimize website content management to achieve
your B2B goals
● Compare XML & middleware as solutions for
institutional connectivity
● Improve e-CRM to ensure customer loyalty
e-BUSINESS
Maintaining a competitive edge
with a solid e-business strategy
2000
Waters Conferences is a part of the Risk Waters Group
The first event produced in association with both
waters & Risk Magazine
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Stay on the ball by learning about the very latest
developments in e-business and B2B operations
As the internet continues to revolutionize the way in which global business is being conducted, the
true challenge for financial institutions lies in combining clear business aims with technological
know-how to achieve a profitable e-business operation.
Of critical importance is fitting an e-business strategy into your firm's long-term business goals whilst
maintaining competitive advantage and customer loyalty in a cyberworld. Despite the obvious
advantages of reducing inefficiencies and eliminating human error by automating online transactions,
there are still many obstacles to overcome for the effective implementation of e-business.
This brand new event from Waters Conferences has been specifically researched and designed to
tackle and overcome the complexities of implementing a successful e-business strategy. The agenda
offers a choice of tracks addressing both the business and technology requirements for implementing
e-business and B2B operations, offering practical solutions from an unbiased perspective.
By attending this conference, you will have the
opportunity to:
● find out what others are doing in the e-business arena
● learn more about how organizations are being restructured to incorporate e-business strategies
● improve electronic connectivity for establishing B2B operations
● make informed decisions about how best to adapt your firm's architecture to e-business and B2B
operations
● achieve B2B goals through competent website content management
● examine how m-commerce can be integrated into an e-business strategy
● assess the comparative advantages of ECNs and ATSs for securities trading
Who should attend
This event is targeted at all professionals involved with e-business operations within financial
institutions on both the buy-side and sell-side of the financial services industry. The conference will
also be of interest to consultants and software vendors.
e-BUSINESS 2000
Maintaining competitive edge with a solid e-business strategy
Achieving B2B in the financial services industry
About Your Cocktail Sponsor
FAME delivers fast time-to-market decision-support, enterprise-wide information
integration and time-series database management systems to the financial and
energy markets. In 1999, FAME introduced TimeIQ®, a time-intelligent Java
interface to all database technologies and, in June 2000, FAME iChartz, a customizable,
Java-based Internet charting service with US and global pricing for broker/dealers, trading firms,
portals, exchanges and online publications. Founded in 1981, FAME provides database
management systems for data storage, retrieval, analysis and distribution, serving eight of the 10
largest investment banks, 80% of the top US fund managers, Europe's largest central banks, The
US Federal Reserve and e-financial sites, such as The Financial Times, Redwood, adr.com,
FOLIOfn and Xigo.
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7:45 Registration & coffee
8:15 Introduction from chair
8:25 Keynote address: overview of how the internet is revolutionizing the financial services industry and looking to the future of B2B
9:05 Senior executive panel discussion: Evaluating how organizational structures are being adapted and analyzing different e-business models
10:05 Morning break & opportunity to visit the exhibition
12:05 Lunch & opportunity to visit the exhibition
1:35 Plenary session: Analyzing how e-business is driving STP and the move to T+1
2:15 Afternoon break and opportunity to visit the exhibition
11:10 Chairman's opening remarks
11:20 Determining legal and regulatory implications of e-business
operations
TRACK 2:
KEY TECHNOLOGY & SYSTEMS CONSIDERATIONS FOR
ACHIEVING B2B
Chairman's opening remarks
Effectively managing market data
2:40 Understanding the importance of electronic signatures
3:20 Assessing the advantages of ASPs (Application Service
Providers)
3:50 Chairman's closing remarks
Evaluating the efficiency of internet-delivered outsourcing for settlement
Examining how m-commerce fits into an e-business strategy
Chairman's closing remarks
2:40 Assessing the advantages of using ECNs and ATSs for securities
trading
3:15 Evaluating the use of intranets and private internets as part of a
global e-business strategy
3:50 Chairman's closing remarks
Evaluating middleware as a solution for institutional connectivity
Analyzing portal strategies from a broker-dealer perspective
Chairman's closing remarks
4:00 End of conference
e-BUSINESS 2000
December 6 & 7, 2000 - NYC
Agenda at a glance
Day one - Wednesday December 6, 2000
8:00 Registration & coffee
8:30 Introduction from chair
8:40 Plenary session: Achieving your B2B goals through effective website content management
9:40 Plenary session: Strengthening eCRM (Customer Relationship Management) to ensure customer loyalty
10:40 Morning break & opportunity to see the exhibition
12:00 Lunch & opportunity to see the exhibition
1:30 Plenary session: Examining how online bond trading is being implemented
2:10 Afternoon break and opportunity to see the exhibition
Day two - Thursday December 7, 2000
4:00 End of day one
4:10 Cocktail reception sponsored by
10:35 Chairman's opening remarks
10:45 Evaluating the advantages of forming alliances to create e-business
solutions
11:25 Effectively implementing EAI (Enterprise Application Integration)
TRACK 2:
KEY TECHNOLOGY & SYSTEMS CONSIDERATIONS FOR
ACHIEVING B2B
Chairman's opening remarks
Building scalable electronic systems to handle B2B transactions
Evaluating the use of XML to enable institutional connectivity and
normalize data
TRACK 1:
LATEST DEVELOPMENTS IN BUILDING A SUCCESSFUL
E-BUSINESS STRATEGY
TRACK 1:
LATEST DEVELOPMENTS IN BUILDING A SUCCESSFUL
E-BUSINESS STRATEGY
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7:45 Registration & coffee
8:15 Introduction from chair
Michael Packer, Managing Director of CICG (Corporate & Institutional Clients Group) Direct Markets, MERRILL LYNCH
8:25 Keynote address: overview of how the internet is revolutionizing the financial services industry and looking to the future
of B2B
Ben Wolkowitz, Managing Director, Fixed Income Division, E-Commerce Initiatives, MORGAN STANLEY DEAN WITTER
9:05 Senior executive panel discussion: Evaluating how organizational structures are being adapted and different e-business
models
· Examining the relationship between the IT department and e-commerce initiatives
· Integrating e-commerce into existing business structure
· Creating a separate e-business unit
· Dividing up e-commerce divisions by product
Peter Miller, Managing Director, Technology Capabilities, LABMORGAN
Jeffrey Wecker, Head of Global Equities E-Commerce, LEHMAN BROTHERS
Michael Packer, Managing Director of CICG (Corporate & Institutional Clients Group) Direct Markets, MERRILL LYNCH
10:05 Morning break & opportunity to visit the exhibition
12:05 Lunch & opportunity to visit the exhibition
1:35 Plenary session: Analyzing how e-business is driving STP and the move to T+1
Jim Leman, Managing Director, Capital Markets Division, SALOMON SMITH BARNEY
2:15 Afternoon break and opportunity to visit the exhibition
4:00 End of day one
4:10 COCKTAIL RECEPTION sponsored by
e-BUSINESS 2000
Maintaining competitive edge with a solid e-business strategy
Achieving B2B in the financial services industry
Day one - Wednesday December 6, 2000
10:35 Chairman's opening remarks
10:45 Evaluating the advantages of forming alliances to
create e-business solutions
Tom Gelo, Director, E-Solutions, Financial Solutions
Consulting Global, EDS
11:25 Effectively implementing EAI (Enterprise Application
Integration)
TRACK 2:
KEY TECHNOLOGY & SYSTEMS CONSIDERATIONS FOR
ACHIEVING B2B
Chair: Dale Richards, President, FAME FINANCIAL MARKETS
Chairman's opening remarks
Building scalable electronic systems to handle B2B transactions
Evaluating the use of XML to enable institutional connectivity
and normalize data
2:40 Assessing the advantages of using ECNs and ATSs for
securities trading
3:15 Evaluating the use of intranets and private internets as
part of a global e-business strategy
· Using private websites for proprietary trading
3:50 Chairman's closing remarks
Evaluating middleware as a solution for institutional
connectivity
· Determining how APIs (Application Programming Interfaces) allow
integration of multiple solutions into your architecture
Nick Davidge, Vice President, Investment Products,
S1 CORPORATION
Analyzing portal strategies from a broker-dealer perspective
· Building effective interfaces to e-enable legacy systems
· Effectively integrating data from various sources
· Examining strategies for implementing portals
· Evaluating the effectiveness of portal software
· Arranging single sign-ons to multiple broker websites
Chairman's closing remarks
Agenda
TRACK 1:
LATEST DEVELOPMENTS IN BUILDING A SUCCESSFUL
E-BUSINESS STRATEGY
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12:00 Lunch & opportunity to see the exhibition
1:30 Plenary session: Examining how online bond trading is being implemented
John Casaudoumecq, Global Head of Electronic Commerce, SALOMON SMITH BARNEY
William H. Hinkle, Chief Executive Officer, BROKERTEC GLOBAL LLC & BROKERTEC USA
Craig Messinger, Executive Vice President, FIDELITY CAPITAL MARKETS
2:10 Afternoon break and opportunity to see the exhibition
4:00 End of conference
8:00 Registration & coffee
8:30 Introduction from chair
8:40 Plenary session: Achieving your B2B goals through effective website content management
· Tackling the intersection of business & technology
· Examining how firms are building their websites
· Maintaining strong corporate identity through your website
Don Callahan, Managing Director, Equity.com, MORGAN STANLEY DEAN WITTER
9:40 Plenary session: Strengthening eCRM (Customer Relationship Management) to ensure customer loyalty
Kai Schaenzer, Online Markets, Head of Strategy, DRESDNER KLEINWORT BENSON
10:40 Morning break & opportunity to see the exhibition
Day two - Thursday December 7, 2000
e-BUSINESS 2000
December 6 & 7, 2000 - NYC
11:10 Chairman's opening remarks
11:20 Determining legal & regulatory implications of
e-business operations
· Determining how e-business activity is monitored and
regulated
· Understanding legal implications of online transactions
- jurisdictional issues
- enforceability of click on contracts
- protecting intellectual property in an e-environment
TRACK 2:
KEY TECHNOLOGY & SYSTEMS CONSIDERATIONS FOR
ACHIEVING B2B
Chair: Peter Harris, President, LIGHTHOUSE PARTNERS
Chairman's opening remarks
Effectively managing market data
· Integrating data from brokers with your own data
· Determining availability of market data from e-trading
systems (issues of transparency)
· Evaluating the usefulness of RIXML
· Standardizing data for optimal connectivity
2:40 Understanding the importance of electronic signatures
· Ensuring online transactions are secure
· Determining record retention requirements
· Implications of e-signatures legislation and impact on security
Jeffrey Ritter, Counsel, KIRKPATRICK & LOCKHART
3:20 Assessing the advantages of ASPs (Application
Service Providers)
· Evaluating the cost-effectiveness of ASPs
· Examining the alternatives
3:50 Chairman's closing remarks
Evaluating the efficiency of internet-delivered
outsourcing for settlement
Examining how m-commerce fits into an e-business strategy
· Promise of m-commerce
· Hurdles to be overcome
· What are the killer apps
· Leveraging e- for m-commerce
Peter Harris, President, LIGHTHOUSE PARTNERS
Chairman's closing remarks
Risk Waters Group reserves the right to alter the agenda
Agenda
TRACK 1:
LATEST DEVELOPMENTS IN BUILDING A SUCCESSFUL
E-BUSINESS STRATEGY
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Also from
risk waters group...
e-commerce and the Financial Markets
December 4, 2000 - Windows on the World, New York
Waters Training is the only independent provider of training courses on the full range of market data
and financial information technology world-wide. The 'e-commerce and the Financial Markets' training
course will run on day one of the four-day e-commerce event, perfectly complementing the theme of
the conference.
Attendance at this one-day training course will provide you with a bird's eye view of current trends for
e-commerce in the financial markets and how e-commerce changes the shape of the way business is
done. It covers issues of security, liquidity, technology and how traditional methods of trading are
being modified to adapt to the new mediums of communication.
In an increasingly connected and global business, an understanding of the commercial laws in all of
the major trading blocks is essential, and particularly so in the new world of e-commerce. The laws
relating to e-commerce within the US, the EU and the UK are explored and potential pitfalls are
highlighted.
The following topics will be covered during the day:
● E-commerce - what it is, how prevalent it is and why it matters.
● Finance and e-commerce - how finance is key to e-commerce, but how e-commerce changes
finance just by being there.
● Issues relating to liquidity, fungibility, and connected communities.
● What are banks for anymore? The rise of telecom banks, industry verticals, B2B, B2C, A2Z channels
and how this challenges traditional banking models of business.
● How will and does it all happen - networks, devices, access, ASP’s and enablers?
● Customer Relationship Management (CRM) and e-CRM - data mining, prediction, Bayesian logic.
● Identification, trusted 3rd parties, repudiation, trade flow.
● Trading Paradigms and how these are being implemented electronically - matching, auction,
conversational, price / quote / order driven.
● Products and services for markets / verticals / generics - transaction systems.
● Glue - middleware, XML, Bizztalk and WTO.
● Legal aspects of trade, advertising and contracts.
● Regulation, Straight-Through Processing (STP), T+0 and Business at the Speed of ThoughtTM.
● How the future is likely to pan out - banks become owners of our credit worthiness.
For further information, please contact Margie French on Tel: +1 (570) 756 2328 Fax: +1 (570) 756 2932
E-mail: mfrench@riskwaters.com or visit our website: www.waters-training.com
