Keith Ackerman is Global Head of Next Generation Research for Thomson Financial and a recognized expert in global information services content, data and electronic transactions. At Thomson Financial, Mr. Ackerman has a variety of leadership roles and responsibilities including the Thomson Financial Primary Research business, managing the Global Contributor Team, and he is a member of the management team for Thomson Financial’s Investment Management business.
Prior to joining to Thomson Financial, Mr. Ackerman was the Chief Executive Officer of BNY Jaywalk LLC and President and COO of BNY Commission Management Solutions LLC – both former subsidiaries of The Bank of New York. These sister companies provide outsourced technology, content networks, performance measurement, and payment agent services to different customer bases... Read More.
Stewart Alsop is partner of Alsop Louie Partners, a venture capital fund focused on helping technology entrepreneurs start companies and the lead investor in Cake Financial. He was a general partner with New Enterprise Associates through 2004 and lead that firm’s investments in companies such as TiVo, Portola Communications (sold to Netscape), Glu Mobile, and Xfire (sold to Viacom). During that time, he also wrote a column for Fortune. Prior to NEA, Alsop was Editor in Chief of InfoWorld, a weekly newspaper for information-technology professionals. He also published PC Letter, a fortnightly newsletter for computer industry insiders, and produced the Agenda and Demo conferences for executives of companies in the computer industry. Before 1985, he served in several executive editorial positions at business and... Read More.
James Altucher is president and founder of Stockpickr LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He also is a weekly columnist for The Financial Times and the author of the books Trade Like a Hedge Fund, Trade Like Warren Buffett and SuperCa$h. Previously, Altucher was a managing partner at technology venture capital firm 212 Ventures and was CEO and founder of Vaultus and Reset Inc. He holds a bachelor’s degree from Cornell and was a doctoral candidate at Carnegie Mellon University. He is also a nationally ranked chess master.
Stephen Bate is the VP of Software Development at the FOLIOfn online
brokerage firm. His experience with trading software development
ranges from market data distribution to order routing, order matching
and automated trading systems. Earlier in his career he was involved
in artificial intelligence and distributed processing research
and did object-oriented database and software development consulting.
Mr. Bate is also the founder and project lead for the QuickFIX/J
project, the leading open source Java FIX engine implementation.
Tony was previously Chief Risk Officer for Tower Capital, a $2 billion portfolio of hedge funds. Prior to Tower, he was a Director of Research for the $15 billion Zweig family of funds. Tony was named to Institutional Investor‘s “Online 40” annual ranking of e-finance leaders. He has a BS in Applied Math & Computer Science and an MS in Computational Finance from Carnegie Mellon University.
Henry Blodget is the CEO of Silicon Alley Insider, Inc.,
an online business media company based in New York. Prior to founding
SAI in May, 2007, Henry was CEO of Cherry Hill Research, an Internet
research and consulting firm.
From 1994-2001, Henry was an investment banker at
Securities and an equity analyst at Oppenheimer & Co. and Merrill
Lynch. As a Managing Director at Merrill, he ran the firm’s global
Internet research practice and was the top-ranked Internet analyst on Wall Street.
Blodget’s first book, The Wall Street Self-Defense Manual: A Consumer’s Guide to Intelligent Investing, was published in January 2007.
Richard Bookstaber has worked at a number of hedge funds, running the FrontPoint Quantitative Fund, a market neutral long/short equity fund, and overseeing risk management at Ziff Brothers Investments and Moore Capital Management. At Ziff Brothers he also developed and managed the firm’s quantitative long/short equity portfolio.
Prior to joining Moore, Mr. Bookstaber was the Managing Director in charge of firm-wide risk management at Salomon Brothers. In this role he oversaw both the client and proprietary risk-taking activities of the firm, and served on that firm’s powerful Risk Management Committee. He remained in these positions at Salomon Smith Barney after the firm’s purchase by Traveler’s in 1997 and the merger that formed Citigroup.
Steven has pioneered and managed Internet-based consumer services for more than 10 years. Prior to founding Cake Financial in April of 2006, Steven served as the senior director for strategy and business operations for the $100 million Digital Music Division at RealNetworks, where he managed the day-to-day operations for Rhapsody, the leading music subscription product, as well as the digital download, and advertising-based businesses. Prior to RealNetworks, Steven was the director of business development at financial services startup myCFO, founded by Jim Clark and backed by Kleiner Perkins. Among his accomplishments at myCFO, he executed the $100 million-plus partnership with CSFB. Steven graduated cum laude with Highest Thesis Honors from Tufts University and received his MBA from Harvard Business School (HBS), where... Read More.
Eric is Data Strategy Officer for the Global Advanced Active group of Barclays Global Investors. He has been working with financial data as reference data and as fuel for large institutional quantitative investment strategies for more than 15 year.
Eric supported the transformation of one of the world’s largest index managers to a firm that is now also one of the worlds largest active fund managers. Eric is responsible for maintaining a data strategy that gives Barclays Global Investors researchers and fund managers a competitive edge in the never ending quest to beat the market. Eric has front line experience working with market data, fundamental data, analyst data and economic data from scores of data vendors.
Before working in the finance industry Eric worked on... Read More.
Prior to Wikinvest, Parker worked in marketing at Amgen in a variety of marketing roles, most recently, on a counter-launch strategy team in the company’s Nephrology Business Unit. Parker graduated with a degree in Chemistry from Harvard College.
Bo Cowgill joined Google in 2003 after graduating from Stanford. At Google, he has worked on quantitative projects related to Google Analytics, the Google ad auctions and internal prediction markets. He recently released Using Prediction Markets to Track Information Flows: Evidence From Google, an economics paper with Justin Wolfers (Wharton) and Eric Zitzewitz (Dartmouth).
Mr. Cramer graduated magna cum laude from Harvard College, where he was President of The Harvard Crimson. He then worked as a journalist at the Tallahassee Democrat and the Los Angeles Herald Examiner, covering everything from sports to homicide, before moving to New York to help start American Lawyer magazine. After a three year stint, Mr. Cramer entered Harvard Law School and received his J.D. in 1984. Instead of practicing law, however, he joined Goldman Sachs, where he worked in sales and trading. In 1987 he left Goldman to start his own hedge fund. While he worked at his fund, he helped start Smart Money for Dow Jones and then in 1996, he co-founded TheStreet.com, where he has served as a columnist and contributor ever... Read More.
Cary J. Davis joined Warburg Pincus in 1994 and is responsible for investments in the software and financial technology sectors. He received a B.A. in economics from Yale University and an M.B.A. from Harvard Business School. Prior to joining Warburg Pincus, he was executive assistant to Michael Dell at Dell Computer and a consultant at McKinsey & Company. Mr. Davis is a director of Cassatt, NYFIX, Pi Corporation, Secure Computing, TradeCard and Wall Street Systems. In addition, he has been involved in a number of prior investments including OpenVision Technologies (merged with VERITAS Software) and BEA Systems. Mr. Davis has been an adjunct professor at the Columbia University Graduate School of Business and is president of the Jewish Community House of Bensonhurst.... Read More.
Michiel de Boer, PhD, is director of product development at Zecco.com, the online trading and investment community. He has extensive experience with new business development and entrepreneurial processes at both established and start-up firms. During the first digital wave in the 1990s, he conducted his doctoral research at the Erasmus University, Rotterdam into the impact of multimedia on the publishing industry. During the turbulent times of digitalization impacting the photo imaging industry, he was managing director at the Technotape Group, a multi-national supplier to this industry. In between, he has acted as consultant with Gemini Consulting as well as independently to a wide variety of industries and companies dealing with strategic change.
Salil is a Partner at Bay, and focuses on areas in which he has operating experience and thus some intuition. Salil was founder & CEO of Customware, a CORBA services company (acquired by Visigenic, now part of Borland), co-founder and CEO of The Middleware Company (acquired by Precise, now part of Symantec), and of TheServerSide.com network of social media sites (acquired by TechTarget).
In addition to traditional venture investments, Salil is leading:
- Bay’s seed program, a fast-track process for investing $250K-$750K in bold out-of-the-box capital-efficient ideas
- Bay’s appfactory program (along with Angela Strange), which invests $25K-$250K in applications atop the Facebook platform
Salil has held technical leadership positions at several technology companies including Sun Microsystems, taught summer courses at Stanford... Read More.
Tom is the Chief Growth Officer for TradeKing, a top-ranked nationally licensed online broker deal. Prior to joining TradeKing, Tom was a co-founder, Partner and Managing Director of Baird Venture Partners, LLC, a venture capital firm based in Chicago, IL. Prior to Baird Venture Partners, Tom served as a Vice President in Robert W. Baird & Co.’s Investment Banking Group. Tom was also a Senior Product Manager and Senior Analyst at Morningstar, Inc. and an Associate in Lehman Brothers Holdings Inc.’s Investment Banking Division. Tom earned an MBA with distinction from the Kellogg School of Management at Northwestern University, and MA with high honors from Michigan State University and a BA, cum laude, from the University of Notre Dame.
Roger Ehrenberg is chairman and co-founder of Monitor110 (http://www.monitor110.com), a rapidly growing company that helps institutional investors turn Internet information into alpha generation. A 17-year Wall Street veteran, Roger co-founded Monitor110 in early 2005 with the passion to change how Wall Street accesses, analyzes and monetizes information extracted from the Internet.
Roger is also one of the most active New York City-based angel investors through IA Capital Partners LLC, his personal early-stage investment vehicle focused on financial technology and social and digital media. Roger has seeded or invested in over 20 early-stage companies since 2004.
Prior to joining Monitor110, Roger served as President and CEO of Deutsche Bank’s internal hedge fund trading platform DB Advisors LLC. His 130-person team managed $6 billion... Read More.
Michael Ferrari is the Director of Climate Informatics and Senior Scientist at CSC, where he is working with the NASA Goddard Space Flight Center on developing commercial tools and applications from their data and models. He also serves on the American Meteorological Society Board of Societal Impacts of Weather and Climate. For the past five years, Michael served as the vice president and director of applied research at Weather Trends International. His primary research interests lie at the interface of climate science, environmental modeling/analysis, and the subsequent development of commercial applications that can benefit from this research. Michael is a frequent speaker at both scientific and commodity conferences around the world, where his talks focus on the confluence of weather, climate... Read More.
Biography coming soon.
David Friedberg currently serves as the CEO of The Climate Corporation, having founded the company in 2006. Prior to founding The Climate Corporation, David was with Google, where he joined as one of the founding members of the company’s Corprate Development team. David managed a number of strategic projects for Google, including identifying and leading several of Google’s largest acquisitions. David also served as a Business Product Manager for AdWords – Google’s primary revenue source. Prior to Google, David spent several years working in private equity and investment banking. He has invested in and advised dozens of companies in the technology industry. Earlier, David worked at the Lawrence Berkeley National Laboratory, where he led several projects as a mathematical programmer. David received his BA... Read More.
Biography coming soon.
Jonathan Glick, Director of Research Operations for Gerson Lehrman Group is responsible for strategic oversight of GLG product offerings and research services. Before joining GLG, Jonathan was CEO of OuterForce, providers of a software platform for the management and compensation of expert networks. Prior to OuterForce, Jonathan was Head of Product Development and Technology for The New York Times Electronic Media Company responsible for the design and development of all products and services, including The New York Times on the Web. Jonathan received an undergraduate degree from McGill University and pursued graduate studies in Cognitive Science and Instructional Technology at Columbia University.
Bruce Golden is a general partner with Accel Partners, a leading global venture capital firm with offices in Palo Alto, London, and China. Bruce has been involved in introducing technology to the financial services market in both his capacity as an operating executive and investor over the past 23 years. Investments that Bruce led of particular relevance to financial services include comScore (SCOR), Dapper, Moneyline-Telerate, Qliktech, Streambase and Super Derivatives. Additional Accel investments in this area include eInsurance, Integral Software, Prosper and Yodlee. Prior to joining Accel in 1997, Bruce held executive marketing and sales positions at Illustra Information Technologies, a pioneer in the area of object-relational databases. In 1996 Illustra merged with Informix Software, where Bruce became General Manager of the Data Warehouse... Read More.
Jimmy Guterman is editorial director of O’Reilly’s Radar group and the editor of O’Reilly’s Release 2.0. He has been editor in chief of Forrester, Gaming Industry News, CD Review, and has written or edited for more than 100 newspapers, newsletters, or magazines. Jimmy first contributed to an O’Reilly project in 1993 (long live GNN). He lives in Massachusetts and has been president of The Vineyard Group since 1996.
Penny joined FirstRain in 2004 with the mission to solve the qualitative information overload problem of the institutional investor. She has developed FirstRain as the leading search-driven research provider to the financial services market.
Prior to FirstRain, Penny was Chairman and CEO of Simplex Solutions where she led the company to an IPO and through the sale to Cadence Design Systems. She continued at Cadence as Chief Marketing Officer and General Manager of a major division. An executive at Synopsys, Penny started her career as an R&D engineer with Texas Instruments then Daisy Systems.
Penny serves on the boards of FirstRain, Rambus, the Anita Borg Institute, Planned Parenthood Mar Monte and CCPY (California Community Partners for Youth). Penny speaks on entrepreneurship, career... Read More.
Matt leads the conception, filtering and execution of Connotate’s services efforts for all clients and prospects.
With over twenty years of high tech industry experience, and executive roles in two, Fast 500 companies, Matt has a wealth of knowledge regarding the technology and business life cycles. His experience includes leading software product businesses, consulting businesses, R&D organizations, customer support and instituting project management best practices. Prior to starting his career at AT&T Bell Laboratories, Matt received a Bachelor of Science in Computer Science with Honors from the Pennsylvania State University and a Masters of Science in Computer Science from Stanford University.
Dr. William H. Janeway has over thirty-five years of practical finance experience in investment banking and venture capital. As Senior Advisor to Warburg Pincus and former Vice Chairman, he initiated and managed the investment strategy for Information Technology that established the firm as a global leader in the domain including funding from start-up such prominent providers of infrastructure software as BEA Systems and VERITAS Software.
Jason is the founder of HighStep Capital, an innovative long/short equity hedge fund that combines fundamental research with advanced data mining technology to trade technology stocks. He previously worked at J. Goldman & Co and Goldman Sachs, where he covered the Internet sector. Jason holds and MBA from Cornell University and BS from Babson College.
Ken Kam is the CEO and founder of Marketocracy, Inc. and Marketocracy Capital Management LLC. Marketocracy Capital Management is the registered investment advisory firm that manages the Masters 100 Fund (MOFQX).
Ken founded Marketocracy to recruit a large team of portfolio managers with expertise and a passion for investing. His mission is to find the best investors in the world and then track, analyze, and evaluate their trading activity. Marketocracy has recruited over 80,000 people to manage over 65,000 model portfolios at www.marketocracy.com that compete to become the best investors.
The Masters 100 Fund combines the experience and expertise of portfolio manager Ken Kam with a unique and powerful research tool: the m100 Index, which is made up of the... Read More.
Dr. Kaplan is Founder and CEO of PredictWallStreet Inc., a Silicon Valley company specializing in applications that process the collective intelligence of online investors to generate an edge in the market. Previously, Dr. Kaplan spent twelve years as CEO of iQ Company and has also worked at IBM and at the University of California Santa Cruz as a visiting professor in Computer Science. Dr. Kaplan holds MS and PhD degrees from Carnegie Mellon University where he co-authored papers with a Nobel-Prize winning economist. He is a member of the scientific research society Sigma Xi and has authored and co-authored more than 30 publications, including a book and eight patents in the software field.
Prior to co-founding TripAdvisor, Kaufer was president of CDS, Inc., a successful independent software vendor specializing in programming and testing tools. Previously, Kaufer was co-founder and vice president of engineering of CenterLine Software, where he led the development of several award-winning programming environments that fueled the company’s growth to more than $20 million in revenue. Kaufer, winner of the 2005 Ernst & Young Entrepreneur of the Year Award, holds several software patents and has spoken at dozens of travel and high-tech conferences worldwide. He is a board member of the Caring For Carcinoid Foundation (http://www.caringforcarcinoid.org) a non-profit charity dedicated to finding a cure for Carcinoid and Neuroendocrine cancers. He has a B.S. in computer science from Harvard University.
Dr. Kedrosky is a venture capitalist, media personality, and entrepreneur. He is a sought-after speaker; an analyst for CNBC television; a columnist for TheStreet/RealMoney; the editor of Infectious Greed, one of the best known business blogs on the Internet; and he is frequently quoted in major publications around the world.
Most recently he has been the Executive Director of the William J. von Liebig Center in San Diego, California. Using an innovative seed capital program, the Center catalyzes the commercialization of technologies from the internationally-ranked University of California, San Diego.
He is a venture partner with Ventures West, Canada’s largest institutional venture capital firm. In that capacity his interests include consumer technologies, media, semiconductors, and life sciences. He is currently on the board of... Read More.
As the senior vice president in charge of Motley Fool CAPS, John Keeling oversees all areas of the service, including product development, analytics and research, business and partner development. Prior to joining The Motley Fool John spent eight years at AOL, where he developed and launched AOL’s Personalization Services, including AOL Personal Finance, My AOL, AOL Alerts, AOL Certified Mail, and AOL Wireless and Voice Portals. He has patents filed for secure email and instant messaging inventions. At Netscape Communications, John developed messaging services for a wide range of clients including the Mac.com, Palm.net and an email alerts platform for Charles Schwab. John has a B.A. and M.A. from Virginia Tech and PhD(ABD) from Stanford University.
With more than a decade of experience marketing and selling products, Jason Knight saw first-hand the vast amounts of data that businesses compile on their target audiences. As a consumer, he felt a real inequity – he didn’t know nearly as much about the places he was shopping as they knew about him. Recognizing how powerful it would be if consumers could aggregate and share their insights on businesses, he joined forces with Marc Hedlund to create Wesabe.
Prior to Wesabe, Jason served as vice president of marketing and business development of Asurion Asia Pacific, where he signed the company’s first Asian carrier, Korea Telecom Freetel, and launched Asurion’s consumer direct marketing campaign. He was previously a Tokyo-based managing director at Ogilvy & Mather, and... Read More.
Financial markets have been continuously transformed by technology. This has been occurring for hundreds of years, and continues today. David Leinweber’s professional interests focus on how modern information technologies are best applied in trading and investing. As the founder of two financial technology companies, and a quantitative investment manager he is an active participant in today’s transformation of markets
Clients at his consulting and software development business include some of the world’s largest investment managers and hedge funds. These tasks involve trading systems and automated analysis of textual and Internet information sources. All build on his history of innovation in financial technology.
At the RAND Corporation, he directed research on real-time applications of artificial intelligence that led to the founding of Integrated Analytics Corporation.... Read More.
Weiting is the co-founder of SocialPicks, a Silicon-Valley based startup changing the way stock investors discuss and share ideas on the Web. Weiting has a MS in MS&E Finance from Stanford University and a BS in Computer Engineering from the University of British Columbia, and previously held several technical and product roles at silicon valley startups.
SocialPicks recently announced a partnership with Reuters for its Stock Buzz social network product. SocialPicks is backed by Bay Partners, Y Combinator, and prominent silicon valley angels, including the founders of social networks such as Bebo and HotorNot.
In his role as CTO of InfoNgen, Mr. Mahoney is the architect of the firm’s overall product and technology strategy. Previously Mr. Mahoney was a founder of Multex.com, whose highly regarded offerings helped to redefine the financial information and research marketplace. As CTO of Multex, he navigated the company through its transition to the internet, and the subsequent rapid expansion of its product portfolio. An avid blogger, Mr. Mahoney posts frequently about various topics, mostly technology focused, on his personal blog The Digital Edge (thedigitaledgeblog.com).
Anju Marempudi is the founder and CEO of IntelliBusiness, Inc. and the creator of eventVestor, a financial information platform for event driven investment analysis and business intelligence. Anju has strong technology, business, and financial industry background with over 15 years of experience in analytics, research, and consulting at Merrill Lynch, Reuters Instinet, KPMG, Epiphany, Staples, Verizon Wireless, NBA, Campbell Soup, Guardian Life Insurance, ZS Associates, Sanofi Aventis, Bristol Myers Squibb, IBM, and TCS. He has an MBA from The Wharton School of the University of Pennsylvania.
Bob Marshall co-founded AWS Convergence Technologies, owner and operator of the
WeatherBug brand, in 1993 and currently serves as company President and CEO.
Marshall pioneered the networking of weather instrumentation and cameras using
the Internet-parlaying this capability into the single, largest network of
weather stations and Internet cameras and one of the largest private weather
companies in the world.
Under Marshall’s leadership, WeatherBug formed a strategic public/private
partnership with NOAA’s National Weather Service, whereby the federal government
relies on WeatherBug data for mission critical severe weather alerting and
homeland security response. WeatherBug’s professional solutions are also relied
upon by more than 100 state and local government agencies, energy traders,
electric utilities, schools, broadcast... Read More.
Graham Miller is a Founder and CEO of Marketcetera (http://www.marketcetera.com), a provider of open-source software for automated trading systems. Portfolio managers can quickly transform trading ideas and pricing rules into their own proprietary algorithms that are embedded in the Marketcetera Platform. The open-source foundation of the platform provides maximum flexibility and technology choice to institutions of all sizes.
Graham has over 10 years of experience in the finance and software industries, most recently serving as the director of electronic trading strategies at a hedge fund in New York. Prior to that Mr. Miller worked for Jane Street Capital, making markets in equity options on the floor of the American Stock Exchange, and directing electronic trading efforts. During his tenure on Wall Street, Mr. Miller... Read More.
Bruce Molloy’s visionary leadership has helped grow multiple companies, resulting in many award-winning products. As a recognized authority in Knowledge Management, he has been featured in numerous publications including the Wall Street Journal and Barron’s.
As CEO of Connotate Technologies, Mr. Molloy has brought the company from a promising technology to a high-growth market leader. Having secured strategic investment from Goldman Sachs, Connotate is growing at more than 300% a year, boasting market leading customers in finance, publishing and government.
An experienced entrepreneur, Mr. Molloy has served as CEO and board member of several technology companies. One of his companies, The Molloy Group, merged with ServiceWare Technologies and completed a successful IPO. Mr. Molloy holds a B.A. in Physics and Music from... Read More.
Renny Monaghan is responsible for the delivery of salesforce.com’s award-winning Software-as-a-Service solutions for the Financial Services industry. In this role, Monaghan works closely with the over 1,600 financial services organizations around the world that have standardized on Salesforce, and evangelizes the transformation that Software-as-a-Service is having on client relationships. Monaghan led the recent launch of Salesforce Wealth Management Edition, the next generation financial services desktop, to wide industry acclaim. As salesforce.com’s resident financial services industry expert, Monaghan has an in-depth understanding of the issues financial services firms face and how Web 2.0 technology is revolutionizing the industry.
Monaghan’s background includes leadership roles in managing financial services solutions at Oracle Corp, Siebel Systems Inc, and Janna Systems Inc.
Brian O’Keefe is Director of Product Management at Panopticon Software. He leads cross-functional teams involving engineering, QA, usability, marketing, sales, and support group to help develop and launch new products. Brian has over 20 years of experience in financial services and in selling software and services to financial institutions and other firms. Before joining Panopticon, O’Keefe was Director of Financial Analytics of TIBCO Software, Inc. He has managed an institutional portfolio at Putnam Investments where he also traded foreign currencies, futures, bonds, equities and derivatives. In addition, Brian held positions as Director of Sales at a leading alternative trading system (ATS) company and Director of Sales at a Direct Market Access (DMA) electronic broker. He brings a wealth of knowledge and skill... Read More.
Tim has a history of convening conversations that reshape the industry. In 1998, he organized the meeting where the term “open source software” was agreed on, and helped the business world understand its importance. In 2004, with the Web 2.0 Summit, he defined how “Web 2.0” represented not only the resurgence of the web after the dot com bust, but a new model for the computer industry, based on big data, collective intelligence, and the internet as a platform. In 2009, with his “Gov 2.0 Summit,” he framed a conversation about the modernization of government technology that has shaped policy and spawned initiatives at the Federal, State, and local level, and around the world. He has now turned his attention to implications of the on-demand... Read More.
Sean Park is a leading independent thinker on the future of financial markets, the author of The Park Paradigm, and the founding partner of Sixth Paradigm LLP, a new advisory and investment firm focusing on the intersection of financial services and technology, organized around the central theme of a new industry paradigm driven by accelerating technological change and the impact of changing social and cultural trends. These include demographic change, globalization and deregulation.
Sean is also a founding investor in innovative companies such as Betfair, WeatherBill, and seedcamp and has extensive experience investing in and advising start-up and high growth companies in addition to over 16 years of experience working at a senior level in capital markets and investment banking. Building businesses has been... Read More.
Robert Passarella has spent over 18-years on Wall Street in the gray zone between business and technology. Rob has always focused on leveraging technology and innovative information sources to empower Equity Research and serve clients. A veteran of Morgan Stanley, JP Morgan, Merrill Lynch, and Bear Stearns; he has seen the transformational challenges first hand, up close, and personal.
Always intrigued by the consumption and use of information for investment analysis, Rob is passionate about leveraging alternative data and news provided by the Internet for investment analysis. Robert holds a BBA in Finance from Baruch College and an MBA from the Columbia Business School.
Richard L. Peterson M.D. is Managing Member of MarketPsy Capital LLC, a systematic psychology-based asset management firm. Additionally Dr. Peterson gives trainings on applied investment psychology for groups of financial practitioners around the world, including portfolio managers, wealth advisors, and traders. Dr. Peterson is the author of Inside the Investor’s Brain (Wiley, 2007), which was called “outstanding” by Barrons and listed as one of the “best investing reads of 2007” by Kiplinger’s. Dr. Peterson has undergraduate degrees in Electrical Engineering and Arts, and a doctoral degree in medicine (M.D.) from the University of Texas. He is a Board-certified psychiatrist and performed post-doctoral neuroeconomics research at Stanford University.
Kevin Pomplun is the founder and CEO of SkyGrid. Established in 2005, SkyGrid is an innovative financial platform for hedge fund managers, portfolio fund managers, and research analysts. SkyGrid delivers real-time access to thousands of sources of relevant corporate news – and millions of Internet sources – to surface accurate, rich, and immediate market Sentiment. Kevin is responsible for setting the overall direction and product strategy for the company. He also leads the design of the SkyGrid platform and the development of its core technology and operating infrastructure.
JP Rangaswami is the Managing Director, Service Design for BT Design – BT Group’s IT design and delivery business. It has total responsibility for designing, building and implementing the IT and business processes, systems, networks (non-Openreach) and technologies. JP is responsible for group operations as well as enterprise management platforms and web technologies. He has extensive international experience and is passionate about delivering outstanding end-to-end customer experience. He has a record for innovation and collaboration that underpins his customer-focused delivery of major global programmes.
JP joined BT from Dresdner Kleinwort Wasserstein where he served as Global CIO demonstrating recognised market leadership in the use of innovative tools and techniques. He is a compelling advocate for community-based “opensource” development methods and practices.
A frequent commentator on CNBC, Barry L. Ritholtz is a weekly guest on Kudlow & Company. He has guest-hosted Squawk Box on numerous occasions, and also appears regularly on Bloomberg, Fox, and PBS¹. Mr. Ritholtz was profiled in the Wall Street Journal’s Quite Contrary column (August 3, 2004; Page C3). His market perspectives are quoted regularly in the Wall Street Journal, Barron’s, Forbes, Fortunes, and other print media².
He is deeply honored to be the dedicatee of the The 2007 Stock Trader’s Almanac’s 40th Anniversary edition.
Mr. Ritholtz is the author of the popular “Apprenticed Investor” columns at TheStreet.com, a series geared towards educating novice and intermediate investors. Mr. Ritholtz also publishes more formal analyses, often at The Wall Street Journal, Barron’s, or RealMoney.com3.... Read More.
Cathleen M. Rittereiser is an alternative investment sales and marketing executive focused on the institutional investor market, particularly foundations and endowments. Cathleen has held sales, marketing and client relationship management positions at leading financial services and investment firms. Her experience includes her current role as Vice President, Marketing for Alternative Asset Managers, LP (AAM) an independent investment boutique specializing in emerging hedge fund managers. Before joining AAM, she handled business development for Symphony Asset Management, an alternative asset management firm owned by Nuveen Investments. Previously, Cathleen marketed financial information and technology services and began her career at Merrill Lynch.
Cathleen is the co-author with Larry Kochard, the Chief Investment Officer of the Georgetown University endowment, of Foundation and Endowment Investing: Philosophies... Read More.
Nouriel Roubini is Professor of Economics at the Stern School of Business, New York University and Co-Founder and Chairman of RGE Monitor, a web-based economic and geo-strategic information service and economic consultancy. He is a senior academic researcher in the field of international macroeconomics; he has also had broad policy experience in a number of positions in the U.S. government and his views are regularly and widely cited in the press and media. He is a frequent commentator on global economic issues and his global economics Web site (www.rgemonitor.com) has been ranked as the #1 web site in Economics in the world (The Economist magazine, 1999).
Professor Roubini received his undergraduate degree at Bocconi University in Milan, Italy and his Ph.D. in... Read More.
Alexander Saint-Amand is President and Chief Executive Officer at Gerson Lehrman Group (GLG). Before joining GLG at its inception, he worked for Bloomberg in New York and Frankfurt. Alexander is a graduate of the University of Virginia.
Rick is known as one of the foremost airfare experts in the industry. Reuters News, The Associated Press, & Bloomberg regularly publish Farecompare.com (his website) airfare pricing data along with Rick’s expert analysis.
Wall Street Journal partnered with Farecompare.com to publish it’s popular weekly Wall Street Journal/Farecompare.com Business Travel Index, & Portfolio magazine featured how airline industry stock analysts use Farecompare pricing data to predict stock prices.
His popular new generation air travel website, (FareCompare.com, a free service to consumers), combines powerful new technology, with expert advice and insider tips to empower consumers with information to make the best airfare buying decision. FareCompare proprietary software rapidly processes massive amounts of complex airfare data, directly from the airlines, and delivers the new airfare pricing to consumers,... Read More.
Dr. John Seo is Co-Founder and Managing Principal at Fermat Capital Management, LLC. Based in Westport, Connecticut, Fermat Capital manages over $2 billion in catastrophe bond investments, making it one of the leading catastrophe bond investors in the world. Prior to forming Fermat Capital with his brother Nelson in August of 2001, John was Senior Trader in the Insurance Products Group at Lehman Brothers, an officer of Lehman Re, and a state-appointed advisor to the Florida Hurricane Catastrophe Fund. John received a B.S. in physics from the M.I.T. in 1988 and a Ph.D. in biophysics from Harvard University in 1991.
Prior to creating Wikinvest, Mike was an advisor and consultant to many internet and mobile startups and held key positions at Amazon.com where he launched and ran the Amazon Visa Card business, headed up product development in the Global Payments team, led a technology team focused on building new strategic partnerships and initiatives, and built sophisticated fraud detection models. He received a BA in Applied Math and a MS in Computer Science, both from Harvard University.
Adam Siegel is a co-founder and the CEO of Inkling Markets, a Chicago-based
prediction market company that helps organizations and individuals tap into
the collective wisdom of their employees, peers, and customers to improve
forecasting processes, predict key corporate metrics, identify promising
future innovations, and forge new communication and collaboration channels.
Previously, Adam worked at Accenture, a global consulting firm where he
served over a dozen clients across multiple industries. Adam holds a
Bachelor’s Degree in Political Science from Indiana University.
Mike has built a career creating software that transforms inscrutable
data into compelling, actionable information. He co-founded Altos
Research in 2005 and, as CEO, has built the company into the premier
resource for real-time real estate market analytics (because real estate
information is notoriously inscrutable and highly latent.) The company’s
information products serve investors, derivatives traders, and thousands
of real estate professionals. Mike’s insights on information technology
and the real estate market are widely sought, including recent
commentary on /Bloomberg Television/ and in the /New York Times/. Prior
to founding Altos, Mike was vice president of marketing and product
management for network security systems vendor Nevis Networks where has
... Read More.
Steven Skiena is Professor of Computer Science at Stony Brook University.
He is the author of four books, including “The Algorithm Design Manual”
and “Calculated Bets: Computers, Gambling, and Mathematical Modeling to
Win”. His research interests include the design of graph, string, and
geometric algorithms, and their applications. His recent work revolves
around trend analysis for news and blogs (www.textmap.com). He is a
Fulbright scholar, ONR Young Investigator Award winner, and recipient of
the IEEE Computer Science Undergraduate Teaching Award.
Fred Speckeen is partner, President and CEO of Advanced Economic Research Systems Inc (AERS). AERS mines and monetizes the world’s largest e-commerce platform and is growing to include others. “E-commerce data is as real-time as it gets, and as e-commerce transaction data grows in proportion to the sum of total commercial transactions, these data are being transformed from merely descriptive to increasingly predictive”. AERS serves a wide variety of clients, including the financial asset management sector, with daily-updated, deep and broad sector and brand intelligence. Fred and CTO Andrew Sukow will debut AERS’s latest product, SectorView at Money:Tech.
Steve G. Steinberg (steve at steinberg.org), principal of Steinberg Consulting, is currently retained by a New York investment firm where he acts as a technology trend-spotter. He also founded and led the fund’s quantitative research group, created their online portfolio system, and assisted on many other projects. Mr. Steinberg graduated from UC Berkeley with a master’s degree in computer science and worked as an embedded software developer in Santa Barbara and Tokyo. He has extensive experience in computer security, from membership in the notoriously exclusive Legion of Doom as a teenager, to founding the penetration testing lab at a “big-four” consulting firm in 1992. Steve has also written about technology for the Los Angeles Times, The Industry Standard, and Wired, including the seminal “Netheads vs.... Read More.
Dr. Stonebraker has been a pioneer of data base research and technology for more than a quarter of a century. He was the main architect of the INGRES relational DBMS, and the object-relational DBMS, POSTGRES. These prototypes were developed at the University of California at Berkeley where Stonebraker was a Professor of Computer Science for twenty five years. More recently at M.I.T. he was a co-architect of the Aurora/Borealis stream processing engine as well as the C-Store column-oriented DBMS. He is the founder of four venture-capital backed startups, which commercialized these prototypes. Presently he serves as Chief Technology Officer of StreamBase Systems, Inc., which is commercializing Aurora/Borealis and Vertica, which is commercializing C-Store.
Professor Stonebraker is the author of scores... Read More.
Larry Tabb is founder and CEO of TABB Group, the financial markets’ research and strategic advisory firm focused exclusively on capital markets. Founded in 2003 and based on the interview-based research methodology of “first-person knowledge” he developed, TABB Group analyzes and quantifies the investing value chain from the fiduciary, investment manager, broker, exchange and custodian, helping senior business leaders gain a truer understanding of financial markets issues.
Before founding TABB Group, he was vice president of TowerGroup’s Securities & Investments practice where he managed research across the capital markets, investment management, retail brokerage and wealth management segments. As the founding member of TowerGroup’s securities and investments business, he was instrumental in growing the business into a global brand representing over 150... Read More.
Finbar Taggit is an anonymous blogger who comments daily on the global Hedge Fund industry via fintag.com. He works in Mayfair, London and has many years Investment Banking and Hedge Fund experience. His irreverent views are often cited in the mainstream media and his mission is to understand why downloading Yahoo market price data is faster than Bloomberg.
Rikki Tahta has held a number of senior roles in Finance and Information Services. Previous start-ups include ARK Information (acquired by Thomson Financial), WebTrack (acquired by Jupiter Communications – later public on NASDAQ), Steelhead Systems (acquired by Merrill Lynch) and Bookpages (acquired by Amazon.com). Other positions include Chase Capital Partners (private equity) and Thomson Financial (Securities Data Corporation). Rikki lives in New York and loves fishing.
A self-confessed data geek, Bill is the general manager of global research at Hitwise, the world’s leading online competitive intelligence services. Bill and his team of analysts are widely quoted throughout the industry on the latest Internet trends. Bill appears as a frequent guest on CNBC, has been quoted in the Wall Street Journal, New York Times the Washington Post and USAToday on topics ranging from the state of e-commerce to predicting American Idol winners using search term research. Bill also writes a weekly column for Time Magazine (Time.com) entitled The Science of Search.
George Tsiolis is a graduate of Osgoode Hall Law School and the Founder of AGORACOM, a second-generation financial community that has successfully eliminated epidemic levels of spam, bashing and profanity that plagued first-generation communities.
George accomplished this by rejecting the traditional advertising model, which sacrifices quality for page views. Rather, he created an ASP model for public companies to create a community of shareholders, as well as a wiki-powered “freemium” model for shareholders of non-clients.
The results have crushed the status quo model for financial discussion forums. AGORACOM is generating 7-digit revenues and 6-digit profits from over 80 clients. Most importantly, both public companies and individual investors are extremely happy. Currently, approximately 120,000 unique visitors read 10,000,000 + pages of information every... Read More.
Martin Wattenberg is the manager of IBM’s Visual Communication Lab, whose research focuses on new forms of data visualization and how they can enable better collaboration. The lab’s latest project is Many Eyes (http://www.many-eyes.com), an experiment in open, public data visualization and analysis. Prior to joining IBM, Wattenberg was the Director of Research and Development at SmartMoney.com, where he designed internet-based financial software. His work at SmartMoney included the groundbreaking Map of the Market, which visualizes live data on hundreds of publicly traded companies. Wattenberg is also known for his visualization-based artwork, which has been exhibited in venues such as the London Institute of Contemporary Arts and the Whitney Museum of American Art. He holds a Ph.D. in mathematics from U.C. Berkeley.
Devin Wenig is the Chief Executive Officer of the Markets Division of Thomson Reuters. He leads the global financial services and media businesses, which provide indispensible information to professionals in the financial services, media and corporate markets.
Previously, Mr. Wenig served as Chief Operating Officer and a Board Director of Reuters Group PLC and held a number of senior management positions. Mr. Wenig first joined Reuters in 1993.
Mr. Wenig is a director of Nastech Pharmaceutical Company, one of the first American biotechnology companies, the March of Dimes charity, and FXMarketSpace, a Reuters joint venture with the Chicago Mercantile Exchange. He is also a Member of the Young Global Leaders section of the World Economic Forum.
Mr. Wenig received a B.A. from Union College... Read More.
Randall Winn is co-head of Capital IQ, where he was co-Managing Principal and director prior to its sale to McGraw Hill. Randall, together with Steve Turner, jointly oversees all of the sales, technology, product development, data collection, strategic development, and corporate activities of Capital IQ, with a total staff of approximately 3,000 worldwide.
Prior to Capital IQ, Randy was a principal at Saunders Karp & Megrue LLC., a middle-market private equity investment firm which managed over $1.7 billion. While at Saunders Karp, Randall was on the board of and actively involved in investments in Targus Group International, Inc., Accessory Network Group and Hartford Computer Group, Inc.
Before joining Saunders Karp, Randall was at Goldman Sachs & Co. working first in Corporate Finance and then... Read More.
Justin Wolfers is an assistant professor of economics in the Business and Public Policy Department at the Wharton School. He is a visiting scholar with the San Francisco Federal Reserve, a Research Fellow with the National Bureau of Economic Research and the Institute for the Study of Labor (IZA) in Bonn, and a research affiliate with the Centre for Economic Policy Research in London. He was previously an Assistant Professor at Stanford’s Graduate School of Business, and an economist with the Reserve Bank of Australia. Dr. Wolfers earned his Ph.D. in economics in June 2001 from Harvard University, and was a Fulbright, Knox and Menzies Scholar and a fellow with the MacArthur Network on Inequality and Social Interactions. He earned his undergraduate degree in... Read More.
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