April 7, 2014 | Roosevelt Hotel, New York, NY
Next to Grand Central Station on East 45th St and Madison Avenue, Midtown, New York
IBM Global Program
Exec Wall St Ctr for
Dave Weber is the IBM Program Director, Global Financial Markets and Wall Street Center of Excellence. Dave is focused on server and low latency and high performance technologies. He created and has been leading the IBM Wall Street Center of Excellence in New York City since 2007 and has expanded the initiative globally. The Center has a particular focus on Financial Markets clients and their need for ultra low latency computing, with technologies spanning flash/solid state, hardware accelerators and acceleration techniques, network adapters and switches, as well as collaborating with partners to create and expand the ecosystem, and influence future IBM products. Dave also leads the IBM relationship with STAC®, the Securities Technology Analysis Center, which works with clients and vendors to create industry standard benchmarks for high-performance capital markets technologies.
Global Senior Director
Dave Malik is a Senior Director of Solutions Architecture in Cisco's Advanced Services organization responsible for developing high performance architecture strategies for Financial Services firms. Dave's focus is in designing global Data Centers, supporting market data and trading floor applications, High Frequency Trading infrastructures, co-location designs, next-gen Exchange environments and virtualized platforms that enable cloud computing.
Mr. Andrew Bach. Andy has been Chief Architect for the Financial ServicesTeam at Juniper Networks, Inc. since June 2012. Prior to joining Juniper,he was SVP, Global Head of Network Services, at the New York StockExchange (NYSE Euronext) where he was responsible for planning thecompany¹s worldwide networks, voice and cellular services, and led thedesign and deployment of Data Center solutions. Mr. Bach was responsiblefor planning Juniper's worldwide networks that link all NYSE, Securities Industries Automation Corporation (SIAC), the American Stock Exchange (AMEX), Pacific Stock Exchange, Archipelago, LIFFE and European cashmarkets, as well as the national markets system networks SIAC operates.
He sat on the board of the Promise Fund at Polytechnic University in New YorkCity, where he also was an adjunct professor for graduate studies innetworking. Currently he is also the chair of the Center for AdvancedTechnology in Telecommunications(CATT) advisory board at the University.
In 2000, he won the prestigious Computerworld Smithsonian Award for his role in the integration of IP multicasting technology in the financialservices industry. Mr. Bach also holds multiple patents in communicationstechnologies and received a bachelor's degree in electrical engineeringfrom the Pratt Institute.
Jeffrey M. Birnbaum
Founder & CEO
Jeffrey M. Birnbaum is CEO and co-founder of 60East Technologies, LLC, the company that is developing 'AMPS' (Advanced Message Processing System). AMPS is a modern, high performance messaging platform designed for the most demanding environments where latency, throughput and scale are critical. The platform offers topic and content based pub/sub with integrated SQL-92 database and real-time aggregation capabilities.
Previously, Mr. Birnbaum spent 20 years in the Financial Services industry, first at Morgan Stanley and then Bank of America/Merrill Lynch. At Morgan Stanley, where Mr. Birnbaum was employed from 1991 to 2006, he was Managing Director, Chief Technical Architect and Global Head of Enterprise Computing (2000 to 2006). At Bank of America/Merrill Lynch, where Mr. Birnbaum was employed from 2007 to 2012, Mr. Birnbaum was Managing Director, Chief Architect and Global Head of Architecture and Engineering (2007 to 2010). In this capacity he was responsible for the engineering and development of all core infrastructure encompassing Desktop, Server, Network, Storage, Market Data, and Database technologies. Throughout his career, Mr. Birnbaum has dedicated his talents to applying modern and emerging technical solutions to some of the most demanding computational and latency-sensitive areas of the business, particularly in the Electronic Trading arena.
Prior to joining Morgan Stanley, Mr. Birnbaum worked as a systems engineer in the Aerospace Industry and the CIA. He holds a BS in Electrical Computer Engineering from the University of California Santa Barbara.
Data Center Solutions
Ken Rozendal, Distinguished
Engineer and Chief Architect
IBM Linux Tech Center
VP Advanced Programs
London Stock Exchange
Moiz Kohari currently serves as the Vice President of Advance Platforms Engineering for the London Stock Exchange Group (LSEG). Mr Kohari's team is responsible for low-latency specific developments for the exchange platform (leveraged in London, Milan, Oslo and elsewhere), and advance research for post-trade components for clearing and settlement purposes. Prior to joining LSEG, Mr. Kohari served as the Chief Technology Officer and VP of Engineering for Novell, Inc. (NASD: NOVL), responsible for the Cloud Computing and Real-Time Computing initiatives. Mr. Kohari was also the Founder and Chief Executive Officer of Mission Critical Linux Inc., a company that was a pioneer in introducing enterprise computing capabilities into the Linux operating system. Mr. Kohari received his BS in Computer Science from Rochester Institute of Technology.
Director, STAC (invited)
Peter Lankford is founder and director of STAC, the Securities Technology Analysis Center (www.STACresearch.com), which provides hands-on technology research and testing tools to the trading industry. STAC facilitates the STAC Benchmark CouncilTM, a group of leading trading organizations and vendors that engages in technical dialog and specifies standard ways to measure the performance of trading solutions. Members can use standardized STAC Test HarnessesTM in the privacy of their own labs to compare the performance of their trading systems to published STAC Benchmarks.
Prior to STAC, Peter was Senior Vice President of Information Management Solutions at Reuters, where he led the $240M market data systems business. Peter's team led Reuters into the business of low-latency direct exchange feeds and catalyzed the widespread adoption of Linux on Wall Street by making the Reuters Market Data System (RMDS) the first major product for the securities industry on that platform. Prior to Reuters, Peter held management positions at Citibank, First Chicago Corp., and operating-system maker IGC. Peter has an MBA, Masters in International Relations, and Bachelors in Chemistry from the University of Chicago.
SVP, DE Shaw Group
David is a Senior Vice President at the D. E. Shaw group, a global investment firm. David is currently responsible for infrastructure platform for the firm's electronic trading businesses.
Quality Assurance and
Head of Credit Risk
Harvey Stein is Head of Credit Risk Modeling at Bloomberg, responsible for Basel compliant regulatory risk models, default modeling, and specific risk and incremental risk charge calculations. Dr. Stein graduated from Worcester Polytechnic Institute in 1982 with a Bachelor's degree in mathematics. After working at Bolt, Beranek and Newman for three years on developing and designing the precursor to the Internet, Dr. Stein went to graduate school at the University of California, Berkeley, where he studied arithmetical geometry while working at Wells Fargo Investment Advisors. He received his PhD in mathematics from Berkeley in 1991. Dr. Stein has worked at Bloomberg for the last nineteen years, building one of the top quantitative finance research and development groups in the industry, supplying derivative valuation models for interest rate derivatives, mortgage backed securities, foreign exchange, credit, equities, and commodities, and built Linux clusters to supply these valuations to Bloomberg's customers. Dr. Stein is well known in the industry, having published on mortgage backed security valuation, CVA calculations, interest rate modeling, equity derivative models, and other subjects. Dr. Stein built Bloomberg's business in the area of counterparty credit risk modeling and is currently focusing on default modeling and Basel risk models.
Partner, Dir Research,
Dr. Joseph Landman
Founder & CEO
Co-Founder and CEO
Lucera Financial Infrastructures
Jacob Loveless is a proven technology innovator with 15 years’ experience in automated trading and advanced systems design. As co-founder and CEO of Lucera, Mr. Loveless is focused on introducing radical innovation in engineering that will change the future of financial computing.
Prior to Lucera, Mr. Loveless served as head of High Frequency Trading for Cantor Fitzgerald, an investment bank and brokerage known for its innovation in computer-based bond brokerage, where he lead a group of engineers and mathematicians to optimize electronic trading capabilities. Mr. Loveless’ career spans both high frequency trading groups and exchanges, and covers nearly every electronic asset. Prior to his tenure at Cantor Fitzgerald, he was a special contractor for the U.S. Department of Defense with a focus on heuristic analysis, and earlier in his career, CTO and a founder of Data Scientific, a pioneer in distributed systems analysis.
Mr. Loveless is a frequent guest lecturer at New York University on big data issues and their impact on the financial services industry, as well as trends and challenges in high-frequency trading, low latency technology and system architecture.
Chief Architect, Eastern U.S.
HP Fellow and Chief Technologist
More speakers and topics to come.