September 10 - 12, 2012
San Francisco, CA

2011 Speakers Included


BillyBeane

Billy Beane

General Manager

Oakland A's

Billy Beane is the general manager of Major League Baseball's small-market Oakland A's. For the past three years, Beane has been taking on the big boys in baseball, winning more often than not, and making fools out of the owners who insist that baseball's economics are out of whack. Beane has figured out how to succeed with a limited ($40 million) payroll, and his methods are driving a lot of old baseball hardheads crazy. He's doing it with computers and statistics wielded by a bunch of college boys who never played baseball. He refuses to pay big stars what they're worth because he's figured out how to replace them for a fraction of the cost, and above all, he refuses to pay big money for marginal players. All by himself, he has changed the game. Beane's story is covered in the best-selling book Moneyball, and is an important and fascinating tale for managers and executives from any industry or profession.
DerekDePetra

Derek DePetra

Head of International Equity Trading

Artisan Partners

KirkAllen

Kirk Allen

Managing Director of Trading

NWQ Investment Management

Kirk Allen is a managing director and head of trading at NWQ Investment Management Company, LLC, a value-oriented firm which manages over $25 billion in assets. Prior to joining NWQ in 2002, Kirk held the position of Senior Equity Trader with CapitalWorks Investment Partners where he was in charge of implementing trading strategy for the firm’s traditional Hedge product, as well as a Small-Cap and Mid-Cap Growth product. Previous to this, he spent three years at Brandes Investment Partners as the Institutional Trading Manager where he was responsible for the firm’s global execution facility with additional oversight of the retail private client, wrap-fee and foreign exchange trading desks. Before joining Brandes, he was an equity trader with Nicholas|Applegate Capital Management where he performed in both domestic and international equity capacities. Kirk is a member of the NASDAQ Institutional Traders Advisory Council (ITAC) and a Nuveen representative to the ICI Equity Markets Advisory Committee. Kirk attended San Diego State University, where he majored in finance. A native of San Diego, he has 22 years of financial industry experience with 19 years in buy-side trading.
LeoHmelnitsky

Leo Hmelnitsky

Head of International Trading, Global Portfolio Trading

Mellon Capital Management

BrianLees

Brian Lees

AVP Application Development Manager

Capital Group Companies

Brian Lees is an AVP and software development manager for The Capital Group Companies, where he has supported equity trading for the past 14 years. He has been closely involved with Capital Group's ongoing efforts to integrate the FIX protocol with the firm's proprietary equity order management system since 1998. Recently he has been an active participant in the FIX Protocol Buyside Working Group and currently is serving as co-chair of the Execution Venue Working Group.
Ian_Domowitz

Ian Domowitz

Managing Director

ITG

Ian Domowitz is a Managing Director responsible for networking and analytical and research products at ITG. Prior to joining ITG in 2001, he served as the Mary Jean and Frank P. Smeal Professor of Finance at Pennsylvania State University. Mr. Domowitz has also held positions with Northwestern University, Kellogg Graduate School of Management, Columbia University, the Commodity Futures Trading Commission, the International Monetary Fund and the World Bank.





CarlosOliveira

Carlos Oliveira

Electronic Trading Solutions Analyst

Brandes Investment Partners

Carlos Oliveira is a senior technologist at Brandes Investment Partners, L.P. in San Diego, CA. He works closely with the Director, traders, vendors and brokers to evaluate and deliver technology solutions consistent with the firms’ trading style and vision. Carlos has implemented key software for the front and middle office, as well as business intelligence and collaboration portals. Besides keeping up with market structure, his current focus is the integration of a new TCA platform into the daily trading process. Originally from Sao Paulo, Brazil, Carlos has a B.S. in Business Administration and a minor in French from Grand Canyon University (Phoenix, AZ, 1990).
SimonKing

Simon King

Head of Quantitative Trading

EBL Capital Partners

RayCamacho

Ray Camacho

Head Trader

Santa Barbara Asset Management

Kurt Schliemann

Managing Director, Sales & Trading

ITG

Kurt Schliemann is a Managing Director responsible for ITG’s US Sales & Trading presence on the West Coast. Early in his career, he was involved in constructing some of the first algorithms on Wall Street which were built on ITG’s QuantEx platform, the precursor to the market-leading EMS Triton®. Today, he manages large institutional relationships for ITG across a variety of product lines. Prior to joining ITG, Kurt worked as a senior manager in the Strategic Planning Group at American Express, consulting internally for various business units at the Fortune 500 firm. Kurt received his B.A. cum laude from Harvard University.

RishiNarang

Rishi K. Narang

Founding Principal

Telesis Capital

Specializing in quantitative hedge funds since 1996, Rishi K Narang has managed both hedge funds and fund-of-funds strategies. Mr. Narang founded Telesis Capital in January 2005, which focuses on a pure alpha, quantitative, short-term trading approach to multi-manager portfolios. From 2002-2004, he was a Managing Director and Co-Portfolio Manager of the Santa Barbara Market Neutral Fund. From 1999-2002, he was President and Co-founder of Tradeworx, a quantitative hedge fund manager. Mr. Narang served as Global Market Strategist from 1996-1999 for Citibank’s Alternative Investment Strategies, where he was responsible for quantitative analysis and tactical asset allocation strategies for the Legion Strategies Fund-of-Funds. He speaks widely on the subject of quantitative trading, including as a guest lecturer at Columbia University. Mr. Narang is the author of Inside the Black Box, a review of quantitative trading strategies. He received his BA in Economics from the University of California at Berkeley.
PhillipWeinberg

Phillip Weinberg

Equities Trader

Karara Capital Ltd.

Phillip joined Karara Capital as an Equities Trader in December 2008. He previously worked for NAB where he spent 3 years trading foreign exchange options and a year as an Associate in Institutional Banking. Phillip holds a Bachelor of Laws and a Bachelor of Business (Banking & Finance) from Monash University and a Diploma of Financial Services (Financial Markets).

Ian Domowitz

Managing Director

ITG

Ian Domowitz is a Managing Director at Investment Technology Group, Inc., responsible for analytical and network products, and a member of the company’s Management and Executive Committees. Prior to joining the company in 2001, he served as the Mary Jean and Frank P. Smeal Professor of Finance at Pennsylvania State University and previously was the Household International Research Professor of Economics at Northwestern University. A former member of the NASD’s Bond Market Transparency Committee, he also served as chair of the Economic Advisory Board of the NASD. Mr. Domowitz has held positions with Northwestern’s Kellogg Graduate School of Management, Columbia University, the Commodity Futures Trading Commission, the International Monetary Fund and the World Bank. He is currently a Fellow of the Program in the Law and Economics of Capital Markets at Columbia University.

SethHoenig

Seth Hoenig

Head Trader

Glenhill Capital

IgnatiusJohn

Ignatius John

Former Director - Global Trading Strategist

AXA Rosenberg

Ignatius John is a Director at Sapient Global Markets. He is a senior Investment Industry professional with 21 years of experience on the buy-side. Proven ability to conceive of and deliver strategic business visions in the areas of global securities investments, trading technology, operations and pre/post trade risk. Reengineered global trading execution models to increase trading alpha and portfolio completion rates. He has developed intra-day TCA models to evaluate trading efficiencies, along with Opportunity Cost analysis while he was the Global Trading Strategist.

SethFreeman

Seth R. Freeman

Global Chief Executive Officer

EM Capital Management

Leighton  Carter

Leighton Carter

Head Trader

Lombardia Capital Partners

TimothyCarkin

Timothy Carkin

Senior Equity Trader

Ferguson Wellman Capital Management

Tim Carkin, CAIA, CMT, is the firm’s senior equity trader and a member of the investment team. He also serves as an analyst for the Strategic Opportunities strategy. Prior to joining Ferguson Wellman in 2003, he spent five years at Wells Fargo Bank in customer relations. A native of Oregon, Carkin earned his B.A. in business administration and finance in 2002 from Portland State University. Carkin serves on the board of the Educational Recreational Adventures and Oregon Council on Economic Education. He is also past chair of the budget committee for the City of Sherwood and Portland Security Traders Association.
SrikanthIyer

Srikanth Iyer

Senior Portfolio Manager, Head of Global Equities

Guardian Capital LP

Sri joined Guardian Capital in 2001 and is the architect and founding portfolio manager of the global equity process. His background in portfolio management, accounting, and applied finance were key elements to his work in the field of Global convergence and in building a Global integrated alpha/risk system. Prior to Guardian, Sri worked in Princeton, New Jersey from 1993 to 2001 for Global Value Investors, a quantitative firm specializing in Global Tactical Allocation. Sri graduated from the University of Bombay, is a Chartered Cost and Works Account (India), and received his Masters and subsequent MBA in Applied Finance from Rutgers Graduate School of Management. Sri is a frequent speaker at quantitative forums and conferences on topics relating to Globalization, Risk management and Quantitative R&D.
NenadYashruti

Nenad Yashruti

Director, Trading and Operations

Freestone Capital Management

MikeBristow

Mike Bristow

Head of Options Trading

Vtrader Pro

Mike Bristow, Institutional Stock & Options, Managing Director, He has 20 years of industry experience primarily focused on options market making and trading. Mike has experience accessing all sources of liquidity through ECNs, crossing networks, Dark Pools, algorithms, and floor brokers. Prior to joining the firm, Mr. Bristow co-founded a regional institutional options desk and was instrumental in building its trading infrastructure. Mr. Bristow held research positions Pacific Growth Equities focusing on specialty pharmaceuticals, medical devices and life sciences. He was a market maker for the Timber Hill Group from 1998 to 2004 and specialized in the healthcare and technology sectors. He earned his B.S. from Cal Poly SLO in 1997 and is currently working towards his Masters in Financial Analysis at the University of San Francisco. Mike is a member of the San Francisco Security Traders Association and currently holds security licenses 7 and 66.
GarrettNenner

Garrett Nenner

Managing Director, Global Markets

Momentum Trading Partners

Mr. Nenner has over 20 years of extensive trading, operative and management experience and has been deeply involved in the infrastructure and advanced technology of execution since 1997, Mr. Nenner built the original trading desk and managed/traded a large high volume Stat Arb portfolio at Millennium Partners, LP hedge fund. He was later recruited by Lehman Brothers to work on further institutionalizing the RealTick EMS for fundamental and quantitative clients across the US, Europe, Asia and in Brazil. Mr. Nenner is a noted visiting instructor at the NY Institute of Finance, and built his own company TTC, LLC designing superior quantitative systematic capable Prime Brokerage offerings. He is an expert commentator on hedge funds, hedge fund technology and the effects of regulation. Mr. Nenner is currently a Managing Director at the well respected boutique firm Momentum Trading Partners, LLC in NY where he is enhancing a successful “super high touch” trading division. He is an established expert in quantitative strategy and trading within the US and abroad.
KristinHetzer

Kristin Hetzer

Principal

Royal Palms Capital LLC

Kristin Hetzer CMT,CIMA,CFP is Principal of Royal Palms Capital LLC in Rolling Hills Estates, CA. She founded the Registered Investment Advisory Firm in 2005 after 24 years experience with major wall street firms: Merrill Lynch, Kidder Peabody and Prudential Securites. She is a Chartered Market Technician and Chair of the Los Angeles Chapter of the MTA. She resides with her husband, 2 children and Irish Setter in San Pedro, CA.
LeeWeiner

Lee Weiner

Director of Options, Head of Electronic Trading

JMP Group

LoriHoch

Lori K. Hoch

Principal & COO

Cortina Asset Management, LLC

Lori Hoch, JD is one of four Principals and has served as Cortina Asset Management's Chief Operating Officer since its inception. She is responsible for all day-to-day operations of the firm including trading, marketing, compliance, settlement and reconciliation. Lori also serves as the Cortina’s Chief Compliance Officer. Lori began her career as a securities attorney for two large law firms and practiced securities law for 10 years. Prior to joining Cortina Asset Management, Lori served as Chief Legal Officer and Chief Compliance officer for Marshall & Ilsley Bank and the Marshall Funds. The Securities and Exchange Commissions recently invited Lori to speak at their Chief Compliance Officer National Outreach Seminar. She received her B.S. in Finance and B.A. in Political Science from the University of Arizona and her J.D. from the University of Southern California Law Center.

Michael Kurzrok

Director, Equities

Woodbine Associates

RichardKang

Richard C. Kang

CIO & Director of Research

Emerging Global Advisors, LLC

WHCBassetti

W.H.C Bassetti

Malcom S.M. Watts III Adjunct Professor of Finance & Economics

Golden Gate University

Summary of Experience 1960 Beginning of trading experience as private investor. 1963 Became client and student of John Magee, a very long term relationship. 1964-72 Venture capital investing and market trading while practicing as a systems engineer (installed Saturn Rocket Systems at NASA) and computer company executive (CEO Comptran Computers of Mexico). 1972 Began trading commodity futures with computerized systems. 1973-1984 Principal and Vice President of California's first licensed commodity trading advisor, Commodity Investment Service Inc. Registered with CFTC as CTA having passed appropriate exams. Obtained first permission by Merrill Lynch, Dean Witter, E.F. Hutton, Drexel Burnham to present managed trading programs to their clients and traveled widely across the country giving seminars and lectures for brokers and clients. Originated idea of commodity futures mutual funds and managed some of the first funds with trading partners. Traded personal and client accounts in futures, oil and venture capital. 1984-88 CEO Options Research Inc. Founded by Blair Hull of Hull Trading Co of Chicago (largest market maker on the floor of the CBOE) ORI was the first company to computerize the analysis of options and futures. Clients for analytical and portfolio services included among others Morgan Stanley, First Boston, Kidder Peabody and market makers and professional traders in Chicago, New York and San Francisco. 1986-1998 Founded Micro Options Research Corp (President) which as joint venture partner of Standard and Poor's implemented Options Monitoring System on S&P computers with Prudential Securities as its flagship client. 1986 President OR Capital which managed options arbitrage capital with a brilliant record in the crash of '87. 1987 Managing Partner Options Research & Trading, Ltd. a market maker with a seat on the PSE. 1997-Present Editor of the second, revised edition of Magee's book General Semantics of Wall Street. Editor/coauthor of the eighth edition of Edwards & Magee's Technical Analysis of Stock Trends. Editor/coauthor of the ninth edition of Edwards & Magee's Technical Analysis of Stock Trends. Editor/coauthor 2nd edition Analyzing Bar Charts for Profit. (Feb 2002) (retitled The Introduction to the Magee System of Technical Analysis). Author, Zen Simple. Beat the Market with a Ruler, Stairstops, Sacred Chickens, the Holy Grail and Dow Theory, and 10 Trading Lessons. Articles: Various industry magazines (Technical Analysis of Stocks...) 1996-2001 Instructor in Finance Dept. University of California Berkeley Extension. Subjects: Technical Analysis and VAR. Lecturer on VAR for New York Institute of Finance at Santiago, Chile. (Fluent Spanish.) 1999-Present Malcom S.M. Watts III Adjunct Professor of Finance and Economics, Golden Gate University Education: Harvard College, Cambridge, Massachusetts, A.B. cum laude. Courses in business and finance, University of California, Berkeley, Extension.
DavidLeinweber

David Leinweber

Co-Founder, Center for Innovative Financial Technology

Lawrence Berkeley National Laboratory Computational Research Division

David Leinweber, author of ""Nerds on Wall Street: Math, Machines and Wired Markets"" (Wiley 2009) combines the expertise of an computer scientist from MIT, Harvard and the RAND Corporation with the financial experience of a pioneering practitioner in electronic markets and computer driven investing. Leinweber’s professional interests focus on modern information technologies in trading and investing. As the founder of two financial technology companies, in trading and “quantextual” investing . At the RAND Corporation his research on real-time applications of artificial intelligence led to the founding of Integrated Analytics Corporation. IAC was acquired by the Investment Technology Group, its product became QuantEx, an electronic execution system used for millions of institutional equity transactions daily for over a decade. He is known for a practical approach to financial technology innovation honed by eight years successfully managing $6 billion of institutional quantitative global equity portfolios at First Quadrant. Scientific investing is driven by both quantitative and textual electronic information, and the Internet dramatically transforms the financial information landscape. This led to the founding of Codexa Corporation, a Net based information collection, aggregation and filtering service for institutional investors and traders. The company's clients included many of the world's largest brokerage and investment firms. As a visiting faculty member at Caltech, and at UC Berkeley, he worked on practical applications of ideas at the juncture of technology and finance. He is an advisor to investment firms, stock exchanges, brokerages, and technology firms in areas related to financial markets, and a frequent speaker, expert witness and author on these subjects, including a recent Google Tech Talk. Leinweber graduated from MIT, in physics and computer science where he was one of the first 5000 people on the Internet. That was when it was called the ARPAnet and wasn't cool. He also has a Ph.D. in Applied Mathematics from Harvard. In 2011, Leinweber was invited to cofound of Lawrence Berkeley National Laboratory Computational Research Division's Center for Innovative Financial Technology, a public service role to help build a bridge between the computational science and financial markets communities. LBL is one of the premier scientific laboratories in the world. Fifteen lab scientists have won the Nobel Prize.
DavidEasthope

David L. Easthope

Capital Markets Research Director

Celent

David Easthope is a senior analyst in Celent's securities and investments practice and is based in the firm's San Francisco office. Mr. Easthope's expertise lies in global financial exchanges and market structure, electronic trading technology, and North American retail brokerage. Mr. Easthope's research focuses on themes of strategic importance in the capital markets and retail brokerage sectors, including the evolution of market structure, the development of advanced and algorithmic trading, and retail brokerage platform and product innovations. His recent consulting work involves advising clients on developing advanced trading platforms and new market centers. He has also advised strategic and private equity investors on industry trends to make more informed investment decisions in the capital markets arena. Mr. Easthope has been widely referenced in the press, including Bloomberg, Financial Times, and CNBC. Before re-joining Celent, Mr. Easthope was a director of strategy at Charles Schwab. In this role he focused on strategic engagements in the retail brokerage space. Prior to this role he held positions at Celent as an analyst and at brokerage firm Detwiler Fenton as a business strategist. He has also held sell-side equity research roles at Raymond James & Associates and Friedman, Billings, Ramsey covering companies in the financial technology industry. Mr. Easthope received his BA and MBA from Vanderbilt University. He is also a Chartered Financial Analyst and a member of the San Francisco Security Analysts Society.
AnthonyHuck

Anthony J. Huck

Managing Director, Head of Equity Execution Services, Americas

RBS Global Banking & Markets

Mr. Huck is the Head of Equity Execution Services at the Royal Bank of Scotland, responsible for global portfolio trading, electronic trading, as well as quantitative and index research distribution. Prior to joining RBS, Mr. Huck spent nearly 15 years at Investment Technology Group, Inc., where he was responsible for building and managing the portfolio trading, algorithmic trading and international sales businesses. During his tenure at Investment Technology Group, Mr. Huck served as a member of both their Executive and Management Committees. Mr. Huck obtained a bachelor’s degree in Economics and Mathematics from the University of Wisconsin-Madison.
MattScoble

Matt Scoble

Director, Global Electronic Trading

Citi

Matt Scoble is a director in Citigroup’s global electronic trading division. Matt is responsible for large institutional buy-side relationships—delivering the full suite of Citi’s electronic trading services. Prior to his role at Citi, Matt spent several years on the sell side working with Program and Algorithmic trading desk clients for firms such as UBS and ITG. From 1995 through 2003, he worked on the buy side trading global equities and futures for Fisher Investments, Insight Capital Research & Management and University of California, Regents. In these buy-side roles, Matt was himself an early adopter of electronic trading technologies — leveraging FIX connectivity, DMA, algorithmic strategies, and transaction cost reporting. This experience on both sides of the desk gives Matt unique insights into the needs of his clients and the most efficient ways to address the changing marketplace. Matt holds a B.S. in business administration from St. Mary’s College of California, and is a CFA.
AdamInzirillo

Adam Inzirillo

Director, Global Execution Services

Bank of America Merrill Lynch

Adam Inzirillo is a Director in the Global Execution Services business at Bank of America Merrill Lynch, where he is responsible for managing the company’s liquidity and crossing capabilities through its internal crossing network (BofA MLXN). Prior to joining the company, Adam spent five years at UBS, where he managed the distribution of electronic trading products to broker dealers and the business development of its Alternative Trading System (ATS). He also was head of U.S. Cash Equities Business Management responsible for developing and maintaining relationships with U.S. market centers. Before that, Adam spent five years at Knight Trading Group as a Business Manager in the Broker Dealer Trading and Sales group. Adam holds an MBA from Dowling College and a bachelor degree in Economics from Bucknell University.
DavidMargulies

David Margulies

Head of Electronic Products Group

Weeden & Co.

David Johnsen

Head of Liquidity Strategies

Goldman Sachs Electronic Trading


BillBell

Bill Bell

Managing Director, Head of Equities Electronic Distribution, Americas

Barclays Capital

Bill Bell is a Managing Director and the Head of Equities Electronic Distribution, Americas at Barclays Capital. Based in New York, Mr. Bell oversees the origination and the service of equities electronic trading clients through the development of customized solutions. In this role, Mr. Bell focuses on delivering the service traditionally associated with high-touch sales trading to low-touch electronic trading clients. Prior to joining Barclays Capital in 2008, Mr. Bell spent 15 years at Lehman Brothers, during which time he gained extensive experience as a cash equities sales trader and as a manager of multi-product sales. In 2007, he was appointed to lead and develop the electronic sales trading team, which went on to create significant growth in revenues. Mr. Bell serves on the Board of Directors of BIDS Trading LP, a registered broker-dealer designed to bring counterparties together to trade large blocks of shares anonymously. He holds a bachelor’s degree in business administration from Albright College.
LarryHatheway

Larry Hatheway

Chief Economist and Chief Strategist, Head of Macro Strategy

UBS

Larry Hatheway is a Managing Director and Chief Economist & Chief Strategist and Head of Macro Strategy. He serves on the Research Management Board and is a member of the Investment Policy Committee of the UBS (UK) pension plan and the UBS Global Investment Committee. In his nineteen years with the bank, Larry has served as Chief Economist, East Asia in Singapore and spent time in London and Zurich as a senior currency strategist and senior international economist. Prior to UBS, Larry completed his Ph.D in Economics at the University of Texas in 1992. Larry holds an M.A. from the Johns Hopkins University and a B.A from Whitman College.
RoderickBurns

Roderick Burns

Director, Western Region

Credit Suisse AES Advanced Execution Services

Rod Burns is a Director with Credit Suisse Advanced Execution Services (AES), and is responsible for the Western Region. In marketing direct market access and algorithms, Rod and the West Coast team focus on market microstructure research, pre/post trade analysis and liquidity profiles of individual names and markets. Rod was previously US Head of Electronic Sales for Knight Capital Group, where he was responsible for Knight Direct EMS and EdgeTrade algorithmic sales. Rod also managed Knight's Account Origination efforts for their Institutional Sales Trading desk. Rod was also Head of Sales for Direct Trading Institutional, Inc prior to its acquisition by Knight. Rod has experience developing and marketing multi-asset class products ranging from equities, options and futures. Rod has also worked on the buyside for a global money manager. AES is the global leader of trading algorithms, as recognized by the Tabb Group and the Greenwich Survey. AES US consistently trades approximately 10% of the total US ADV and operates the largest dark pool in the US.
RobShapiro

Rob Shapiro

Global Head of Execution Consulting

Bloomberg Tradebook

Robert Shapiro joined Bloomberg Tradebook in 2010 as the Global Head of Trading and Execution Consulting. Prior to joining Bloomberg Tradebook, Rob was COO of global trading for Morgan Stanley Investment Management (2007–2010) where he was responsible for factors related to trade optimization, including trading technology, trade analytics, execution strategy, and performance measurement. Rob joined Morgan Stanley Investment Management from Abel Noser, Inc., where he served as senior vice president of advanced trading strategies (2005–2007). Earlier, he had been head trader of Iridian Asset Management (1999–2004). Rob began his Wall Street career as an international equity proprietary trader and sales trader at Arnhold and S. Bleichroeder, Inc. (1986–1997); he also served as an institutional research salesperson at Kempen & Co USA (1998) and SEB Enskilda Securities, Inc. (1999). Rob received a Bachelor of Business Administration from the University of Michigan, Ann Arbor. He proudly serves on the Board of GOAL (Giving Open Access to Learning).
WallySullivan

Wally Sullivan

Managing Partner

BlockCross

Wally Sullivan, Managing Partner BlockCross ATS / Pulse Trading Inc

Wally Sullivan is a Founding and Managing Partner of Pulse Trading Inc.; an agency brokerage firm founded in 2000. Specializing in electronic trading, Pulse has 4 trading desks across the country with over 25 traders. Three years ago Wally also aided in launching an independent ATS called BlockCross. BlockCross leverages OMS integration technology while consolidating a broad spectrum of sell side block liquidity. Helping to manage the fast growth of this system is currently his main focus. Prior to becoming an entrepreneur, Sullivan worked as an equity sales trader at State Street Brokerage, SG Cowen, and traded block options at Fidelity Capital Markets. Sullivan also sits on the board of Northern Bank and Trust (Woburn MA). He is a graduate of Bentley College with a BS in Economics and Finance. He holds FINRA Series 7, 24, 55 and 63 licenses.

AlfredEskandar

Alfred Eskandar

Head of Equities

Liquidnet Holdings, Inc.

Alfred is Head of Equities and a founding employee of Liquidnet Holdings, Inc. He was previously Global Head of Corporate Strategy where he was responsible for all strategic initiatives, alliances and investments. In March 2007, Alfred led the acquisition of Miletus Trading, LLC, a leading quantitative and program trading broker dealer, serving as President and Chief Executive Officer during its integration. Prior to that, he helped shape the brand identity of Liquidnet by serving as its Head of Marketing from 2000 to 2004. From 1996 to 2000, Alfred headed business development for the operations, trading and technology division of Thomson Financial's Investment Marketing Group. Prior to that, Alfred helped launch Securities Industries News, which was acquired by Thomson Financial Services in 1996. Alfred holds a B.B.A in Finance & Economics from Baruch College.
LeeMorakis

Lee Morakis

Head of Americas Execution Services Sales

Bank of America Merrill Lynch

Lee Morakis is head of Americas Execution Services Sales at Bank of America Merrill Lynch, where he is responsible for the institutional sales and execution consulting teams, as well as trading and technology teams that support the electronic execution of equities, ETFs, options and futures across the region. Morakis joined the company in 2005 as head of North American Portfolio and Electronic Trading. In this role, he helped build the portfolio and electronic product suite into a top-ranked platform and integrated the company’s highly regarded quantitative research into its electronic product suite. Prior to joining Merrill Lynch, Morakis managed the U.S. Portfolio Trading business at Credit Suisse, where he worked for eight years. He began his career at Smith Barney on the Portfolio Trading desk. Morakis received his MBA from New York University and his B.S. from Lehigh University.
william_libby

William Libby

Director, Electronic Trading

Barclays Capital

William Libby is a Director in Equities Electronic Trading at Barclays Capital. Based in New York, Mr. Libby is responsible for Equities Product Development in the Americas and is involved in the firm’s flow aggregation business, which includes internalization, market making and strategic investments.

Prior to joining Barclays Capital, William worked at Goldman Sachs for four years where he was responsible for SIGMA and SIGMA-X products as well as other electronic trading initiatives on REDIPlus. He is a member of the NYSE's Electronic Traders Advisory Committee and was an overseer to the BIDS and Level ATS Board of Directors.

William received a BS from the Wharton School at the University of Pennsylvania in 2003.

BrandonKrieg

Troy Draizen

Director

Knight

Troy Draizen is currently a Director for Knight’s electronic business (Knight Execution and Clearing Services) and is responsible for deploying next generation electronic trading solutions across multiple asset classes. Troy has a background in High Frequency Trading and his main objective is to consult with clients about the current market microstructure and how utilizing specific strategies can help reduce their signal in the marketplace given their overall trading objectives.

JatinSuryawanshi

Jatin Suryawanshi

Head of Global Quantitative Strategies

Jefferies

Stas Leonov

Director, Global Markets Equity Head of Algorithmic Trading Product Development, Americas Region

Deutsche Bank

Mr. Leonov is responsible for product development of all Autobahn agency algorithms in Americas region: Stealth, SuperX Plus, VWAP, TWAP, Implementation Shortfall, Volume Participation, and TargetOnClose.

Stas has joined Deutsche Bank in early 2009 from ITG where he managed ITG's schedule-based algorithms (VWAP, TWAP, Flexible Participation, Implementation Shortfall).


CostisMaglaras

Costis Maglaras

Head of Trading Research, Mismi

Mismi

Costis Maglaras is the David and Lyn Silfen Professor of Business at Columbia University, where he is on the faculty of the Graduate School of Business in the division of Decision, Risk & Operations. His research focuses on quantitative pricing and revenue management, the economics, design and operations of service systems, and financial engineering. Professor Maglaras is the author of many research articles spanning the theory and application of stochastic modeling in a variety of fields, more recently the application of quantitative modeling in the pricing, risk management and valuation of multi-unit real estate portfolios, and in the design of portfolio trading systems and portfolio trading algorithms. He holds editorial positions with most of the flagship journals covering his fields of study, he is the recipient of several research and teaching awards, he teaches and serves as faculty director for the executive education course on Risk Management offered by Columbia Business School, and he is a frequent speaker in academic and industry forums. Costis received his PhD in electrical engineering from Stanford University.


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