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Letter From The President
Second Annual Winter Vendor Fair – February 13, 2003
IETA Charity Bowling Tournament February 6th, 2003 At
Bathurst Bowlerama
Regulation Services Notices
10th Annual CSTA Conference
In Memoriam - Bill McRae
Dates To Remember
Who's Where? This 'N That
A Warm Welcome to our New Members
LETTER FROM THE PRESIDENT
Make sure you mark June 5th and 6th in your calendar. The AGM will be
held at the Sheraton this year. We have had a lot of positive feedback
from past years so we decided to return. The Membership Renewal, Golf
Tournament Application and Nomination Forms are included with this
UPTICK. Please return them to us as soon as possible. If you have anyone
that you would like to nominate for election to the Board, please get
their names to us by May 15. You feedback is vital in helping us build a
strong Board.
The Board has been working to put together an educational seminar on
Monday, May 5th at the TSX Conference Centre. There will be
presentations from Market Regulation Services, The OSC and The TSX. It
promises to be an excellent forum for traders.
In an attempt to get a better understanding of our industry
demographics, STA has been working with all of the affiliates to put
together a member survey. Please take two minutes to fill it out --
that's all it will take. STA is going to give the affiliate with the
highest percentage participation two free passes to the conference in
Arizona this fall. If we win, we will raffle them off amongst IETA
members who are planning to attend. Note: We have been assured the
results will only be used for STA purposes. Let's make James Duncan
proud.
I look forward to seeing all of you on May 5th and at the AGM. As
always, any feedback or comments you have would be greatly appreciated.
Best regards,
Michelle DaCosta, President, IETA (of Toronto)
416-365-2427
mdacosta@dynamic.ca
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SECOND ANNUAL WINTER VENDOR FAIR - FEBRUARY 13, 2003
After a very successful initial campaign, the IETA and CSTA hosted
the Second Annual Vendor Fair on February 13th, 2003 at the Design
Exchange. The event started at 12:00 noon and members from the traders
associations were asked to participate along with IT professionals from
their firms. Once again, the event was an absolute success, so expect
this to be back for the third annual in February 2004.
We saw a steady stream of professionals from technology, operations,
trading and business heads all express an interest in the content of the
exhibiters. If there was one theme to be gleaned from this Vendor Fair,
it's safe to say that many firms were looking at what the Trade Order
Management System providers had to offer: Charles River, MacGregor, Line
Data, Sixteen vendors, service providers and exchanges participated and
were quite surprised with the attendance, which we believe to be again
over 400 throughout the day.
The thoughts of the participants were best summed up by a salesman
from Charles River Development who said after coming back from January's
Trader Forum in New York, "to get as many leads at an event like this is
a very pleasant surprise - we will be back next year".
As always, we would greatly appreciate member feedback in order to
continue to make this a better event going forward. This year's
participants included: Archipelago, Belzberg, Bloomberg (sponsor),
Charles River, E*Trade, GL Trade, Instinet, IPC, ITG Canada, KTG
Technologies, Line Data, MacGregor, NASDAQ, ORC Software, Reuters, and
TSX.
We would like to thank all those individuals who took time out to
help make this year's Vendor Fair a tremendous event especially (there
are too many names to mention). For further details, please contact
Nicholas Thadaney at
416-874-0737 or James Duncan
at 416-869-3844
Nicholas Thadaney
Director
416-874-0737
nthadane@itgcan.com
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IETA CHARITY BOWLING TOURNAMENT FEBRUARY 6TH, 2003
AT BATHURST BOWLERAMA
Once again, the Charity Bowling Tournament was a smashing success.
The event was sold out two days after its announcement. Total funds
raised was a whopping $8,000 which will be donated to the Bay Street
Children’s Charity Foundation for distribution to various charities. On
behalf of the IETA Board I would like to graciously thank all the
participants who made this event an enjoyable and memorable experience.
Although the focus of the tournament is about “giving” that didn’t
diminish the competitive attitude amongst the bowlers. I was told that
one person even brought with him four, yes I repeat, 4 bowling balls for
his team to use. This must be the key to success because his team, BMO
Nesbitt Burns, took first place this year with an average team score of
627. Congratulations! Way to go guys!!! However, the “Kingpin” of the
night was Sean McCowan of the TD Newcrest team with a score of 175. WOW,
that’s “big time”!!!
The results were as follows:
1st Place – BMO NB (John Kerrigan, Mike MacCormac, J.J.
Macmenamin, John Nelson, Paul Rodwell), 627 points
2nd Place – TD Newcrest (Marcia Akai, Josie Bonfanti, Chris
Finora, Sean McCowan, George Stratis), 599 points
3rd Place – Goomba’s (Angelo Gasparotto, Tim Hughes, Judy
Nishimura, Roberta Pigat, Chris Rigby), 575 points
3rd Place – First Associates (Joe Dayian, Clark Toews, Jasmine
Totaraitis, Mike Young, Rob Sheldrick), 575 points
Honourable mention: Hmmm can you believe the bar underestimated the
quantity of “beverages” necessary to quench the thirst of our group. I
didn’t realize bowling was a very strenuous sport. I heard the bar ran
out of vodka and that they had to make a trip to the beer store to
replenish their stock. Shocking!!! Nice work…I’m just saying.
Judy Nishimura
Director
416-308-4743
jnishimura@yahoo.com
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REGULATION SERVICES NOTICES
You can receive RS' Notices by email.
To become a subscriber of the RS website follow the directions below.
As a subscriber, you will receive Market Integrity Notices (formerly
Regulatory Notices), UMIR Updates, Enforcement Actions and any upcoming
events being hosted by Market Regulation Services Inc.
Log-on to www.regulationservices.com
Click on the "Publications" button at the top of the page
Select "Login"
Click on "not a member yet?"
Fill out the profile and click "Submit"
A list of preferences will appear; check off the criteria boxes you
would like to receive update notifications about Click "Submit" again
Your profile will be set up automatically and can be changed by you
at any time. If you have any problems with this process, please contact
the RS Webmaster directly at 416.646.7226 or email at
rswebmaster@regulationservices.com.
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10TH ANNUAL CSTA CONFERENCE
Planning for the 10th Annual CSTA Conference is well underway, with
another interesting and informative lineup of panelists and speakers!!!!
The Whistler conference starts August 21st, 2003 until August 24th,
2003 with the Globe & Mail's Andrew Willis once again moderating an
exciting group including the return of both Dr. Joe DeCruz, Rotman,
School of Management, and Ralph Acampora of Prudential Securities.
The spectacular venue of Whistler Mountain makes this a great
opportunity for you and your significant others to enjoy the beauty of
the Rockies!!!! Please book early !!! The detailed brochure will be out
soon, in the interim please refer to the attached
slide show for an
early glimpse.
James R. Beattie, CFA
Past President, IETA
416-842-6000
james.beattie@rbccm.com
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IN MEMORIAM - BILL McRAE
No words can do justice to the kind of man Bill was and how deeply he
touched and affected my life.
When I first heard the name Bill McRae I was in awe. Then when I was
given the opportunity to work with him, I was a little intimidated;
after all anyone who phoned would get the loud and resounding “B I L L”
on the other end of the line. At first he came across as a big bear but
all too quickly we learned he was a big Teddy Bear.
Bill was a great mentor and valued friend to me and many others. He
wasn’t afraid to share all that he knew. His philosophy was ‘the smarter
we were the better we would make him look’. He instilled high values and
ethical standards in our profession. His dedication to his work was
unquestionable but his priority was his family and his love and devotion
to them exemplified his warm character.
One thing I always remember Bill saying was “don’t wish time away”
and I was reminded of this when I saw a sign a couple days after his
passing that read “Don’t count the days, Let the days count.”
Bill will be greatly missed and now it is our job to continue what he
has taught us by remembering to make the days count.
Joanne Lippa
Ontario Teachers Pension Plan Board
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DATES TO REMEMBER
STA Congressional Conference – May 7-10, 2003 in Washington
Educational Seminar – May 5 in Toronto
MIETA Boat Cruise – June 5, 2003 in Montreal
IETA Annual and General Meeting – June 5, 2003 in Toronto
IETA Annual Golf Tournament – June 6, 2003 in Toronto
CSTA Annual Conference – August 21 – 24, 2003 in Whistler, B.C.
MIETA Oyster Party – late October in Montreal
MIETA Christmas Party – December 4, 2003 in Montreal
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WHO'S WHERE? THIS'N THAT
Congratulations and best wishes to the following individuals who have
recently made moves:
| Member |
From |
To |
| Cathy Carr |
RBC (New York) |
Principled Asset (NY) |
| Brandi Miotto |
Research Capital |
Veritas Investment Research |
| Lisa Petrelli |
Goldman Sachs |
UBS |
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For further information regarding all current industry
news, issues, and upcoming events, please log on to
www.ietatoronto.org
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