Trade-Ideas In Your Town: San Diego, Annual Partners Meeting

I am headed to San Diego today for our annual Partners Meeting. The other partners and our staff don't have far to travel as they live in the coastal towns just north of the city. I have to hike it from Atlanta, GA. As a result there won't be too much to post about until I come back with a recap and a head full of steam like last year.

If you are in the area and would like to meet for a drink, please let us know at info"at"trade-ideas.com!

Here's a summary of the agenda we'll discuss:

1. Summary of 2006 Accomplishments and Missed Opportunities
2. 2007 Themes: Handling Growth from Large Customers
3. Industry Outlook
   a. Recent articles
   b. Discussion of major trends
   i. Exchange’s view of derived data
   ii. Hedge fund Trading Themes by B. Steenbarger
   c. Market size
   d. Competitor Update
   i. Direct competitors (e.g., Insight, Neovest, StockFetcher, TDA, Whisper, MarketWise Profiler, others)
   ii. Non-direct competitors (e.g., anything in our partners’ priority list taking attention away from us)
4. Strategy and ’07 Business Plan

DAY 2 – Tour of Data Center

1. Staff – Roles, Responsibilities
2. Systems
   a. Financial reporting
   b. Security
   c. Reliability
   d. Hardware
   e. Product Development
   f. Organization, responsibilities
3. Style - communications
4. Recap of TI Partner priorities, initiatives