Conference Speakers 

Michael Baresich
CEO
CoKinetic Systems

Michael Baresich is the CEO and co-founder of CoKinetic Systems Corporation. CoKinetic’s product suite allows complex business applications to be delivered over the Internet while preserving the robust user interface and performance characteristics of locally installed software. CoKinetic also provides an unparalleled systems integration environment, enabling the "virtual integration" of multiple applications at the user interface level.

Mr. Baresich has extensive experience in the application of technology to product and business development. Before founding CoKinetic in 2001, Mr. Baresich was a Managing Director at Deutsche Bank and Global Head of Information Technology, Operations, and E-Commerce for the Asset Management Division (DeAM). His responsibilities included setting the strategy and architecture for the DeAM’s e-commerce efforts, as well as directing the global integration of DeAM’s IT platforms.

Prior to the acquisition of Bankers Trust by Deutsche Bank in 1999, Mr. Baresich spent more than 15 years in a number of senior line management positions at Merrill Lynch and Bankers Trust, including General Manager of Bankers Trust A.G. (Switzerland), Head of Investment Advisory and Wealth Planning, Head of Brokerage & Mutual Fund Services, and Global Head of Operations and IT.

Mr. Baresich holds a B.A. from Binghamton University, an M.A. from the University of Florida, and an M.B.A. from the Wharton School of the University of Pennsylvania.

Derek Baum
Principal Java Architect
Paremus

Derek Baum is the Principal Java Architect at Paremus, based in London, England. He is currently evangelising the benefits of Jini and JavaSpaces to clients in the financial sector. He also works in a development capacity with Paremus's Java technology partners.

Before joining Paremus, Derek led the Software Engineering Group in Europe for the investment bank Schroder Salomon Smith Barney, where his team successfully pioneered the first Java and the first CORBA applications. He was also instrumental in standardising Unix and NT development practices that facilitated global application deployment.

Prior to this, Derek worked for a major UK software consultancy, where he had leading technical roles in middleware systems projects, including OS/2 NFS for Sun Microsystems and CICS/Unix for IBM.

Derek graduated from University College London in 1982 with Honours in Electronic Engineering. He is a Member of the British Computer Society (MBCS) and an Affiliate of the Securities Institute (SIAff).

Joe Belciglio
Managing Director of Trading Technology
Wachovia Securities

Jim Bole
VP, Engineering
Infravio

Jim has more than 17 years of entrepreneurial software development and technical management experience in both startups and Fortune 100 companies. Jim was a member of the founding development team at Formtek, an early pioneer in the engineering imaging and document management space.

After leading core technology development, he also assumed P&L responsibility for the Professional Services, Training and Support organizations. As VP of Technology and Services, Jim oversaw rapid expansion of the company's global service business and the successful acquisition by Lockheed Martin. Jim also held VP of Engineering and CTO roles at pop2it.com and most recently at WorkExchange Technologies.

Jim holds a BS in Applied Mathematics and Computer Science from Carnegie Mellon University.

Vern Brownell
Founder, Chief Technology Officer and Chairman of the Board
Egenera

Vern Brownell founded Egenera in March 2000 based on his experiences as the chief technology officer at Goldman Sachs, where he and his staff of 1,300 were responsible for worldwide technology infrastructure including data centers, data networking, telecommunications and trading-floor operations. During his 11 years with the Wall Street leader, Brownell developed a keen appreciation for how the complexity of legacy server deployments both increased costs and compromised agility. Convinced that nothing short of a totally new approach to computing could solve the full range of problems he repeatedly encountered, Brownell devised the BladeFrame system and its Processing Area Network (PAN) architecture, and formed Egenera to transform his concepts into reality.

Today, as CTO, Brownell remains the visionary behind Egenera’s breakthrough technology. He leads product planning by working directly with customers to understand their most difficult challenges, then guides the Company’s hardware, manufacturing and software-engineering teams to translate those requirements into solutions.

Prior to his tenure at Goldman, Brownell served as manager of engineering at Stratus Computer and Ztel Corporation. He began his career as a principal engineer at Digital Equipment. Brownell’s background as both a developer and user of technology gives Egenera the ideal perspective for building the next generation of data center infrastructure. He holds a master of business administration degree from Anna Maria College and a bachelor of engineering degree in electrical engineering from Stevens Institute of Technology.

Stephen Cain is a Managing Director and global head of Currency.  He manages the firm’s $60-70 billion in currency exposures and is responsible for Deutsche Asset Management’s (DeAM) currency hedging strategy.  He has been instrumental in developing a currency management business for the firm’s institutional clients.  Cain is also the head of Trading & Broker Relationship Management.  He oversees the fixed income, equity and currency trading desks in North America.  In addition, Cain serves on the firm’s Global Investment Committee.

Cain joined DeAM in 2000.  For 13 years prior to that, he held a variety of investment banking positions, including: head of local markets at Morgan Stanley Dean Witter; global head of Emerging Markets distribution and head of Emerging Markets local currency trading at Deutsche Morgan Grenfell, London; head of foreign exchange & Asian Emerging Markets at CS First Boston; and senior trader at Merrill Lynch in New York and London.

Cain received a M.A. from University College, Oxford University.

Rick Carey is the chief technology architect at Merrill Lynch & Co (ML).  Rick leads the Technology Architecture Group, which is responsible for the development of enterprise-wide technology architecture across the firm with the ultimate goal of accelerating convergence and improving cost effectiveness.  Rick’s portfolio includes the enterprise-wide investment plan for ML, which covers the entire spectrum of technology at ML.  All technology architects across ML matrix report to Rick and their respective business group technology officers.

Previously, Rick was the Global Chief Architect for Merrill Lynch Investment Managers (MLIM).  In this capacity, he was responsible for the overall strategic MLIM architecture and optimizing the management of key technology vendors.

Prior to joining MLIM, Rick was the head of development and architecture for Global Market and Investment Banking’s Direct Markets division.  Rick was instrumental in the initial release of the portal for corporate and institutional clients, as well as the ongoing strategic architecture.

Prior to joining ML, Rick was the Chief Application Architect for the institutional group of Deutsche Bank.  He was also a team leader in the migration project that integrated Bankers Trust technology with Deutsche, immediately after the merger. Prior to Deutsche, Rick was the Head Of Technology for NationsBank Capital Markets (now Bank of America).

Rick is not someone adverse to a challenge. Before becoming an technology executive, Rick was a competitive swimmer winning three Olympic gold medals at the 1984 Los Angeles Olympic Games to top off a 15-year international career.  Rick has held nine World Records and was inducted into the International Swimming Hall of Fame as an Honor Swimmer in 1989.

Rick obtained a Bachelor of Science (BS) in Mathematics and a BS in Computer Science from Iona College after taking a semester off after the Olympics. Rick also attended the University of Texas before 1984.

Michael Curry
Director of Products and Services
Altio

Michael Curry is Director of Products and Services for Altio Inc., a software platform vendor with customers in the financial services market including Omiris Networks and Swapstream. His career has focused on implementing large-scale systems within large financial institutions, particularly supporting back-office functions. He has worked on systems for Fidelity, Morgan Stanley, Paine Webber, Charles Schwab, Banco Commercial, Bank of Montreal, National City Corp and Bank Boston. Prior to Altio, Michael worked as vice-president of products at PFN, and has held management positions at Level(3) Communications and Seer Technologies. He has public speaking experience at conferences including Gartner Group-sponsored events.

Tom Dalglish
Vice President/Program Manager, Portfolio Analytics and Market Data Group
Merrill Lynch

Tom Dalglish is Vice President/Program Manager of Merrill Lynch's portfolio analytics and market data group within the Global Markets and Investment Banking division. His main focus has been in the analysis of global equity market data with a specific interest in the reliable capture and storage of high-speed time-series data.

Mr. Dalglish has recently returned from 5 years in London where his team deployed a system to simplify portfolio validation, bid analysis and market impact reporting by providing a single interface to a wide range of equity-related data.

Prior to his return to Merrill Lynch in 1997, he was a principal consultant in NY for Illustra Technologies as an active developer on the Illustra TimeSeries DataBlade. He joined Merrill Lynch in 1992 as a developer on the Equity Analytics desk and served at Quotient PLC between 1989 and 1992 where his focus was on swap pricing models (TMARK), market data and cash flow generation and analysis.

Mr. Dalglish is a Rutgers University graduate with a degree in Computer Science. He now resides in New Jersey.

Marc Goldberg
Partner
RVC

Marc’s focus is on setting the technology agenda of RVC, and sourcing and managing investments globally. As part of setting the technical agenda, Marc built the RVC Technical Advisory Board and facilitates discussions between portfolio Chief Technology Officers and Reuters on an ongoing basis and through the annual RVC technology conference.

Marc joined Reuters in February 1998 and formally transferred to RVC in January 2000. At Reuters, Marc was responsible for Reuters desktop and server technology vision, strategy & architecture. Working within the Reuters Chief Technology Office organisation, he drove Reuters overall technology agenda by facilitating architecture convergence across the 3,500 developers among the 65 Reuters development groups.

Marc brings more than 15 years of technology, strategic and operational experience to the fund. Prior to joining Reuters, he worked in Europe and in the US, focusing on technology and business development (Rational Software, Renaissance Software), and management consulting (KPMG-Nolan Norton). Marc provides expert opinion regularly on technology issues for organisations like CBS MarketWatch, Red Herring and Fast Company.

Marc graduated from Paris VI University with a BS and MS with distinction in Computer Science with a focus on Software engineering and Artificial Intelligence.

Marc currently sits on the boards of Zapper, Eplication, Enition, and LavaStorm, and is a board observer at iMediation and Sphera.

Frank D. Greco
CEO
Crossroads Technologies, Inc.

Frank D. Greco is the CEO of Crossroads Technologies Inc., a Java application engineering organization located in New York City.  Crossroads specializes in Java Technology projects for Fortune 500 financial services firms and international pharmaceutical and retail corporations.  Projects involve sophisticated architectures, innovative user interfaces, mobile computing and next-generation collaborative financial systems.

Frank has been in the computing industry for over 15 years consulting and training for leading-edge technology companies such as AT&T, Aventis, Goldman Sachs, Lehman Brothers, CNNfn, Daiwa Securities, Bell Laboratories, Salomon Brothers, NYSE, SmartMoney, Merrill Lynch, 800Flowers, Chase Manhattan Bank, Sun Microsystems, The Limited, etc.  Frank is a member of Javaworld’s senior advisory council, a member of the Ziff Davis Java Business Conference Planning Committee, the current chairman of the New York Java User Group (www.javasig.com) and an active member of the local Java community.

He also taught a developer track session at the very first Java Day back in September 1995 in New York City.  Frank is a frequent speaker at industry trade shows such as JavaOne, Comdex, Java Technology on Wall Street, Internet World Wireless, Software Development 2000, PC Expo and the International Multimedia Expo.

Adam Greissman
Chief Executive Officer & Chief Technology Officer
UDICo

Universal Data Interface Corporation (UDICo.com) specializes in middleware for linking desktop applications to web services. Adam Greissman, Chief Executive Officer, is the principal author of the (TierBroker) server platform. Mr. Greissman is a noted industry expert in such topics as the development of industry specific XML dialects, real time transaction processing for Internet applications and high volume batch processing for financial institutions. Mr. Greissman was a Co-founder of Financial Products Markup Language (FpML™, www.fpml.org), an XML based markup language for currency and interest rate derivatives. FpML was selected by Risk Magazine as the most important technological development of 1999.

Peter Harris
President
Lighthouse Partners

Peter Harris is founder and president of Lighthouse Partners, a marketing strategy consulting company focused on the intersection of advanced technologies and the financial trading and investment markets. Prior to forming Lighthouse, Mr. Harris was president and editor-in-chief at Waters Information Services (now Risk Waters Group), a leading business intelligence service for the financial IT markets.

Before entering the publishing world, Mr. Harris specialized in software development. In the mid 1980s, he was a project manager and software architect, working in the Advanced Systems Group of the London Stock Exchange. At the LSE, Mr. Harris built one of the world’s first digital market data distribution systems, dubbed Radix. He has also held a variety of software management and development roles at Intercom Data Systems (now Royalblue Technologies), Knight-Ridder Unicom and the Financial Times.

Lighthouse Partners is the owner of the www.xmlonwallstreet.com online resource. He can be contacted at pete@lighthouse-partners.com. More information on Lighthouse is available at www.lighthouse-partners.com.

Christian Hudson
Executive Vice President & CIO, Swiss American Securities, Inc.
President & COO, StreetLine

With over 12 years of experience in the financial industry, Mr. Hudson currently leads Swiss American Securities' (SASI) Information Technology group as EVP & CIO. He also serves as the President & COO of StreetLine, SASI's ebusiness arm specializing in electronic technology solutions, he has been instrumental in its creation from the formation of the business and technical plans through critical product(s) launches.

Prior to joining SASI and StreetLine, Mr. Hudson was with KPMG's Financial Services’ E-Commerce Consulting Group. Preceding his time at KPMG, Mr. Hudson was with Prodigy Systems, Reuters and Citibank.

Mr. Hudson holds an MBA from Columbia University in Management and International Business and earned a BA in Finance/Economics and Cultural Anthropology from the University of California at Santa Barbara.

Tom Jessop
VP/Equities
Goldman Sachs

Duncan Johnston-Watt
Chief Technology Officer
Enigmatec Corporation

Having spent half of his life getting there, Duncan Johnston-Watt abandoned the academic world in the late 1980s, leaving his research post at the Programming Research Group at Oxford for life on the road running an independent theatre company.

One of the highlights of this escapade was playing Alan Turing in Breaking the Code: "It's not breaking the code that matters, it's where you go from there; that's the real question."

From there it was a short step to pioneering J2EE technologies on Wall Street in the late 1990s. In recognition of this work, he was nominated for a Computerworld Smithsonian Award.

In 2000, Duncan initiated and led a Reuters sponsored research program (mprism.net) exploring the impact of mobile computing. Its key themes were developed in collaboration with Steve Ross-Talbot and it was highlighted at the Wall Street on Java Technology conference in February 2001.

In 2001, Duncan left Reuters to and founded Enigmatec Corporation with Michael Paull. Earlier this year Enigmatec announced that it had attracted Steve Ross-Talbot and Gary Brown as co-founders and followed up with the announcement that Enigmatec had raised $1,5M seed funding from Amadeus Capital Partners. Currently operating in stealth mode, Enigmatec is developing next generation rule-based infrastructure.

Duncan's philosophy is simple: "At worst one is in motion. At best, reaching no absolute in which to rest, one is nearer through not standing still" (From "Man you gotta go" by Thom Gunn).

George Kledaras
Chairman and CEO
Javelin Technologies

Mr. Kledaras launched Kledaras Communication and Design in 1996 with the solitary goal of simplifying the process of electronic trading, in turn, making it easier for securities industry professionals to trade. In December 1997, the company became Javelin Technologies, Inc., where, through universal connectivity, Mr. Kledaras continues to build a company known for setting the standard in the advancement of efficiencies in electronic trading. Today, Javelin is widely considered the market leader in providing protocol-based, electronic trading solutions to the global securities industry.

Prior to founding Javelin Technologies Inc., Mr. Kledaras built trading systems for Blackrock Financial Management and Merrin Financial, where he helped to build the Intermarket Trading Network (ITN) – the pioneering electronic equity order routing network directly linking buy-side institutional investors with their brokers. Before Merrin Financial, Mr. Kledaras developed electronic trading platforms for Market Data Corporation and Telerate Systems, Inc.Mr. Kledaras has also contributed to the development of connectivity solutions, protocol communication and integration solutions, trade clearing, settlement, securities custody systems, and fault tolerant PC-based electronic trading systems for several other companies.

Mr. Kledaras holds a BS in Electrical Engineering from Lehigh University and a MS in Mathematics from the Courant Institute at New York University. Mr. Kledaras is an adjunct professor with the entrepreneurship program at the Fordham Graduate School of Business and a frequent guest lecturer on starting new businesses. He is also an advisor to “A City Saves a Species,” an organization in which New York City creates business synergies to save endangered species.

Frank LaQuinta
Chief Strategy Officer
i-Deal LLC

Having been i-Deal’s Chief Technology Officer from the company's inception, Frank has now taken on the role of Chief Strategy Officer. During his tenure as the firm's CTO, Frank was responsible for i-Deal’s technology strategy and vision. In this role, Frank oversaw the day-to-day development and implementation of the firm’s core initiatives. Today, Frank extends his role to focus on the development of new products and business models for i-Deal's business units, and manages the Enterprise Service division which focuses on delivery of web services based solutions.

Previously, Frank led technology product management and development for e-syndicate activity at Merrill Lynch’s Direct Markets (MLX) institutional e-commerce group. In addition, he was responsible for building the original suite of new issuance technology that is the framework of i-Deal’s platform.

Frank earned his BBA and MBA in Information Systems from Pace University.

Peter Y. Lee
Co-Founder and Chief Executive Officer
DataSynapse

Peter Lee co-founded DataSynapse in March of 2000.  As Chief Executive Officer Peter leads the strategy and operations for the company.  Prior to founding DataSynapse, Peter served as an investment banker at J.P. Morgan & Co.  Peter has worked on a wide range of capital markets and investment banking transactions based in New York, Tokyo, and Hong Kong, where he built and managed the firm's Asia Pacific Telecom/ Media/ Technology investment banking group.  Before joining J.P. Morgan, Peter worked in the Strategic Planning Group of Deloitte & Touche International. 

Peter holds a joint MBA/MA degree from The Wharton School/Lauder Institute at the University of Pennsylvania in Entrepreneurial Management/International Affairs, and earned an AB in Government, cum laude, from Harvard University.

Jeremy Lehman
Senior Vice President/Head of Technology
Thomson Financial

Jeremy Lehman is senior vice president, head of technology for the Investment Management Group of Thomson Financial.  In this role, Mr. Lehman is responsible for leading the global applications development activities of the Investment Management Group, which includes leading Thomson Financial brands including First Call, I/B/E/S, Datastream, Vestek, PORTIA, ICON, Nelson Information, Baseline, the Oneva suite and the recently launched First Call Analyst, a real-time, Web-based investment research and analytical tool for institutional investors.

Prior to joining Thomson Financial, he served as Chief Technologist, Capital Markets for Microsoft Corporation. In that role, he created a business strategy for Microsoft partners and product groups. He also helped drive Microsoft’s product development for financial services firms, including many Thomson Financial clients.

Additionally, Mr. Lehman spearheaded Microsoft’s involvement in I-Deal, an independent company founded by Thomson Financial, Microsoft, Merrill Lynch and Salomon Smith Barney to provide technology to the securities industry, enabling the entire equity and taxable debt capital-raising process to be conducted over the Internet. Prior to Microsoft, he was an Engagement Manager for Deloitte & Touche, responsible for a variety of technology strategy and implementation projects.

Gary Maier
Managing Director/Head of Global Financial Services
Iona Technologies

Gary Maier is the Managing Director and Head of Global Financial Services at IONA Technologies. He is responsible for strategy and delivery to the financial vertical, including capital markets, wholesale banking, retail banking and insurance. Mr. Maier's career spans over 15 years on Wall Street, serving in senior technology roles at major firms like Drexel Burnham, Blackrock, Nomura and KPMG. He is a recognized thought leader and innovator in the application of Web Services for the industry.