April 6, Mon: 8 - 4 pm
April 6, Mon: 8:30 - 5 pm
April 6, 2015 | Roosevelt Hotel, New York, NY
Next to Grand Central Station on East 45th St and Madison Avenue, Midtown, New York
Global Financial Services Director
Dave Weber is the director of Lenovo's global financial services initiatives, and created the Wall Street Center of Excellence while at IBM. Dave is focused on server-based low latency and analytics technologies, and works with financial markets clients to provide solutions, with partners to build an ecosystem, and with development to influence future products. Dave also leads the Lenovo 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.
SVP Corporate Development
Options Information Technology
Ken Barnes is the SVP of Corporate Development for Options Technology, the capital markets Private Financial Cloud provider. In this capacity Mr. Barnes is a principal and member of the executive management team with responsibility for development of the firm’s product development and strategic company initiatives. He also leads the firm’s electronic trading infrastructure business.
After having spent a dozen years in business development, product marketing and trading facilitation roles in the capital markets technology industry, Mr. Barnes joined Wombat in 2005. As head of Business & Planning, he helped the company quintuple revenue in three years and launch the company’s high performance middleware division, positioning it for a $225 million acquisition by NYSE in 2008. Mr. Barnes managed NYSE Technology's Infrastructure business in the US, leading the turnaround of SFTI and the launch of the Mahwah colocation facility in 2009, and subsequently launching the company's Capital Markets Community Platform.
Mr. Barnes earned a Bachelors degree from the University of Vermont, attended the University of Grenoble, France and holds an MBA from New York University’s Stern School of Business.
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.
Bernard S Donefer
Mike H. Blalock
Global Sales Director, Financial Services Industry
Morgan Stanley Quality Assurance & Production Mgmt (Invited)
Head of Credit Risk Modeling
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.
Fadi Gebara is a Sr. Manager at the IBM Austin Research Lab. He is responsible for Systems Research with emphasis on workload optimization that delivers differentiated solutions in high growth areas such as Big Data Analytics, Business Analytics, and Smarter Cities. Recently, his work has focused on strategy, management and integration of coherent accelerators that advantage IBM’s industry-leading middleware. Dr. Gebara received his PhD, from the University of Michigan in 2004 and has authored over 20 papers and has over 40 patents.
Terry Keene, CEO of iSys, has been working globally with capital market participants, exchanges, hedge funds, broker-dealers, and ATSs. iSys provides innovative solutions for the financial markets in the areas of low-latency, high frequency trading technologies, market data and regulatory compliance. The trading press has sought Terry’s insights into market technology for several years. He has published several articles, and been quoted on many of the industry controversies - like the flash crash of 2010 and the Facebook IPO.
VP Digital Strategy
Broadridge Financial Solutions
Redline Trading Solutions
Lee Fisher has 25 years of experience in crafting product plans, building solution partnerships, and marketing high-performance systems. Since 1996 he served at HP as business lead for HPC solutions in engineering simulation, and from 2007 to 2012 in ultra-low latency trading. In 2012 he joined Redline Trading Solutions as VP of Marketing. Lee holds a BS in Engineering from Brown University and a MS in Management from the Sloan School at MIT.
David B Weiss
Rick Aiere is a former enterprise architect for IT IB at Credit Suisse. He has over 20 years of experience in technology most of it in the financial industry providing data management solutions. He has provided a unique perspective and approach to define the architecture for data sourcing. In his former role at Credit Suisse he has proposed strategic architectural solutions, worked on defining global standards, and led a team to build a framework for data sourcing. Rick has extensive expertise in capital markets including trade data management, data governance, trade flows, reference data, master data management, and equities regulatory compliance. He is currently provides consulting services to a large insurance organization working in the Enterprise Risk Management area.
An experienced technology analyst, Shagun Bali joined the DnA practice at TABB Group in September 2014. She brings seven years of experience as an analyst specializing in the IT and telecoms market. Previously, Shagun was working with research firm Ovum specializing in business intelligence, next-generation analytics, customer experience management, privacy and security of customer data, Big Data, CRM and IT investment trends for global telecoms industry. As a part of her role, she researched advancements in technology, connectivity and applications, regulatory changes, and the changing demands of customers. She has focused on helping IT vendors find new areas of growth and innovation by better understanding unmet customer needs, industry dynamics, and competitive moves. Shagun holds a Master’s in Business Administration from Kirloskar Institute of Advanced Management Studies, India and Bachelors of Commerce from Delhi University, India.
Sr Technical Staff
IBM Linux Tech Center
Jeff Scheel is a Senior Technical Staff Member in IBM's Linux Technology Center. He joined IBM in 1992 in Rochester, Minnesota with a B.S. in Computer Engineering from University of California at Davis. He has worked at IBM in Storage I/O adapter microcode, Logical Partitioning software, Linux for IBM Power Systems, and software for the Blue Gene super computer. He currently serves as the Chief Engineer for Linux on Power, directing IBM's investment and setting technical direction for future investment in Linux on IBM Power System servers.
Mgr WW HPC Mktg
SVP of Product Strategy
Russ Kennedy brings more than 20 years experience in the storage industry to Cleversafe as the company’s Senior Vice President of Product Strategy and Customer Solutions. Having rolled up his sleeves working on automated tape libraries, Russ is still attracted to the technological challenges that have shaped the industry and particularly to the innovative approach that Cleversafe delivers to storage
Enterprise Technical Specialist
Sr Solutions Architect
Editor Traders Magazine
VP Software Development
Markus Flierl is Vice President of Solaris Core Technology Development and Product Management at Oracle. Markus has 15+ years of product development experience, most of which is in systems software development. Most recently Markus successfully delivered Solaris 11 and Solaris 11.1 which not only contains a number of break-through innovations in Solaris itself, but also a lot of deep integration work between Solaris and the Oracle DB and Java. Before coming to Oracle in 2010, when Oracle acquired Sun, Markus worked at Sun for over 5 years where he delivered a number of significant features in Network Virtualization, Zones Virtualization, Kernel, Security, Install and System Configuration.
Chief Architect Financial Svc
Mr. Andrew Bach. Andy has been Chief Architect for the Financial Services Team at Juniper Networks, Inc. since June 2012. Prior to joining Juniper, he was SVP, Global Head of Network Services, at the New York Stock Exchange (NYSE Euronext) where he was responsible for planning thecompany¹s worldwide networks, voice and cellular services, and led the design and deployment of Data Center solutions. Mr. Bach was responsible for 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 cash markets, as well as the national markets system networks SIAC operates.
He sat on the board of the Promise Fund at Polytechnic University in New York City, where he also was an adjunct professor for graduate studies in networking. Currently he is also the chair of the Center for Advanced Technology 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 financial services industry. Mr. Bach also holds multiple patents in communications technologies and received a bachelor's degree in electrical engineering from the Pratt Institute.
Distinguished Systems Engineer, FSI Product Mgr
Nick Ciarleglio is currently a Senior Systems Engineer and Financial Services Product Manager at Arista Networks. Nick arrived at Arista Networks in 2008 as the company’s first Systems Engineer. In his current role, Nick is responsible for network architecture consulting in the financial services vertical, and has specifically focused on end to end low-latency architectures. Nick also provides field feedback and "real world" expertise to the Arista development teams. Prior to his arrival at Arista, Nick was a Senior Technical Consultant for Hewlett Packard.
Executive Director, Architecture
More speakers and topics to come.