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Instructors: Joe Rosen and Randy Schafer
Bio - Joe Rosen
Joe Rosen
is an electronic trading industry veteran with 25 years experience
as an exchange executive, adviser, Chief Information Officer &
Quant, author, lecturer, as well as developer and marketer of
electronic trading systems.
Prior to incorporating RKA Inc. in 2006,
he was Managing Director, Trading Technology/Head of Technology
Marketing at the New York Stock Exchange, where he developed,
coordinated and executed Exchange-wide initiatives - targeted at
major sources of order flow and connectivity - to promote NYSE’s
trading/technology products.
Previously, he was a partner
for ten years at financial technology consultancy Enterprise
Technology Corp., where he served as a ‘C-Level’ strategic
planning/technology consultant, built/deployed bespoke trading
systems for a broad cross-section of international financial
institutions, including global money managers, securities firms and
market centers, and was also responsible for business development.
Prior to this he was the founding Chief
Information Officer & Director of Quantitative Research for
Highbridge Capital, and a senior IT manager at Nomura Securities.
Before this he was a managing consultant
and developer at TCAM Systems, where he developed one of the first
electronic trading systems with automatic execution capabilities.
Joe has contributed in
various capacities to over a hundred organizations across all
segments of the global securities and investments industry,
including work with scores of financial technology vendors across
most functional areas.
He has lectured globally, and been
widely published, including several books, among them
The Handbook of Investment Technology
[McGraw-Hill: 1997], and his sixth,
The Handbook
of Electronic Trading [Capital Markets
Media: 2009].
His degrees include an MBA from Columbia
University in Finance, International Business and Marketing, and a
Masters as well as Doctoral Candidacy in Political Science from
Stony Brook University, which included concentrations in
Quantitative Methods, Middle East Politics and Civil-Military
Relations.
Joe served as Adjunct Professor of
Management at Polytechnic University - where he taught a course on
Management of Technology & Innovation in Financial Services [MOTIFS]
in their Executive Master’s Degree Program – and also at Manhattan
College, where he taught Business Policy & Planning.
He served in a combat infantry brigade
of the IDF between 1974 and 1976.
Among the dozens of organizations that Joe has consulted with are:
Aleri, Alliance Bernstein, Barclays Capital, Battery Ventures,
Cisco, D.E. Shaw, Eton Park, Goldman Sachs, Greenlight Capital,
Hewlett-Packard, Jefferies, McKinsey, Morrison & Foerster, Morgan
Stanley, Nasdaq, Neuberger Berman, Renaissance Technologies, SAC
Capital, Sequoia Capital, Soros Fund Management, Summit Partners,
Weeden & Co., and Warburg Pincus.
Bio - Randy Schafer
Randy Schafer is currently an independent management consulting
serving clients in the financial services industry.
He has done strategy and product development work for DTCC
and SWIFT among others in the capital markets.
His work has involved cash, derivatives and syndicated loans,
and has involved custodians and funds administrators, dealers, fund
managers, vendors and market infrastructures.
Mr. Schafer has done similar work in global cash management for
Chase Manhattan Bank where he developed a global payment strategy
roadmap, and helped lead the bank’s expansion into Low Value
clearings outside the US, and into Micropayments with Chase’s early
support of the NJ implementation of
EZPassTM.
More broadly, Mr.
Schafer has done consulting work for many of the leading global
financial institutions in nine years at Oliver, Wyman & Company.
Mr. Schafer holds a BA in Economics from the University of
Michigan, and an MBA from the Harvard Business School.
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