Conference Speakers
| Jean-Francois
Abramatic Senior Vice President R&D at ILOG Chairman, W3C |
 Dr.
Jean-François Abramatic is the Senior Vice President of Research
and Development at ILOG with responsibility for leading ILOG’s
research into the areas of advanced graphics, business rule and
optimization technologies. In his role as head of ILOG R&D,
Abramatic leads a team of engineers and software scientists spread
out between Paris, Sophia-Antipolis, the United States and Asia.
He has over 17 years of research and development experience in a
broad range of academic and industrial areas. Jean-François
is also chairman of the World Wide Web Consortium (W3C), a
position he has held since 1996. As W3C chairman, Abramatic is
responsible for spearheading the strategic direction of the
organization, which was created in October 1994 to lead the World
Wide Web to its full potential by developing common protocols that
promote its evolution and ensure its interoperability.
Prior
to his role as chairman of the W3C, Abramatic was associate
director of the
MIT Laboratory for Computer Science. He was also responsible for
establishing the European branch of W3C in partnership with MIT
LCS in 1995. Jean-François
received an engineering degree from Ecole des Mines, Nancy in 1971
and a Ph.D. from the University of Paris VI in 1980.
|
| Kathy Ball-Toncic Vice President, Capital Markets Financial Fusion, Inc. |
 Involved
in the investment management industry for over ten years, Ms.
Ball-Toncic brings an extensive background in sales, marketing and
customer focused implementations to her position at Financial
Fusion.
Her responsibilities include strategic marketing, partner
alliances and delivery and management of solutions specific to
capital markets and securities.
Prior to joining Financial Fusion, Inc., Kathy served as
Vice President of Sales and Marketing for Javelin Technologies, a
New York-based provider of FIX server technology where she helped
Javelin grow from a staff of eight to over forty in 1999,
significantly increased revenue and established the company as a
leading provider of financial server technology globally.
Before Joining Javelin Technologies, Kathy held the
position VP Sales and Marketing for the LongView Group, where she
was responsible for marketing LandMark, the firm’s trade order
management system. As National Director of Client Services at
Thomson Financial Services, she was responsible for the global
implementation and coordination of a suite of products from the
Trading Services Group handling all facets of the trading cycle.
Kathy's expertise includes the implementation of successful sales
and marketing initiatives as well as the definition of strategic
product direction.
Kathy will leverage her experience in customer focused,
straight through processing implementations to play a key role in
the future direction of GlobalFIX and the Financial Fusion Server.
Kathy holds a B.A. from the University of Colorado and a
Master’s Degree from Boston University. |
| John
Blossom Vice President, Lead Analyst Outsell |
|
|
|
Andrew
Delaney |
| Andrew P. Delaney, a well-known figure in the global business and technology industry, is Investhink’s Strategic Business Development Director and Chief Content Officer. Andrew was most recently Editor-in-Chief at Waters Information Services, who publish popular financial periodicals such as Inside Market Data, MDI: The Market Data Industry and RTFI: The Real-Time Financial Information Index. There, Mr. Delaney spent 11 years covering and commenting on the global financial information business, and made numerous presentations at high-profile industry events. Prior to Waters, Andrew covered technology and finance for IBC (now Informa) and spent four years at Dow Jones’ The Wall Street Journal. |
| Charles Francois Financial Services Technologist Sun Microsystems Inc. |
| Charles B. Francois is a Java and E-Services technologist in the Financial Services Area at Sun Microsystems Inc. During his eleven years at Sun, his primary focus has been on software engineering in the financial services industry, with a special attention to tiered service architectures built along object frameworks and methodologies. Prior to joining Sun, Charles was a senior systems architect with Merrill Lynch Debt Markets where he helped deliver a distributed bonds trading system. He holds a Bachelor's degree in Computer Science from Yale University. |
|
John
Goeller |
| John Goeller is a Director in the Equity Business Group of CSFBNext, the Institutional e-Commerce unit of Credit Suisse First Boston. He is a long time member of FIX Protocol Limited serving as a member of the FIX Technical Committee and Chair of the FIXML Working Group. He also is the Convener of the ISO 15022 XML Working Group also known as TC68/ SC 4/ WG 10. WG 10 contains participants from a number of industry groups and hopes to evolve the ISO 15022 Standard to permit migration of the securities industry to a standardized use of XML, guaranteeing interoperability across the industry and with other industry sectors, particularly but not restricted to the financial industry. |
| Russ Goring Deputy CIO Dresdner Kleinwort Wasserstein |
 Russ
joined DrKW in 1997, and was tasked with building a trading system
to support the Index Arbitrage and Program Trading business line.
This was delivered on schedule in 11 weeks and allowed the
business to make significant revenue gains. Subsequent to this,
Russ worked in the risk management arena, including delivery of a
global risk management system. In June 2000, he became joint-head
of Global Equities IT with shared responsibility for all Equities
related front-office activities around the globe. In June 2001, he
was appointed as joint-Deputy CIO, with a specific remit to move
forward the technology in use within DrKW. |
| 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. |
|
James
Hartley |
 Mr.
Hartley has worked with Bridge Information Systems (now Reuters
Group) of St. Louis
for approximately five years in the Research and Development
Department where he concentrates on the development of leading
edge technologies, including delivery mechanisms and user
interface platforms, for the dissemination and representation of
quotes, news, charts, and other financial information. In his role
as “catalyst”, Mr. Hartley is charged with “making
things happen” and has had global involvement and
responsibilities in furthering new capabilities and products
through training and technical leadership. Mr. Hartley has a
Bachelor of Science in Electrical Engineering (Computer option)
from The Ohio State University and is currently pursuing a Masters
Degree. |
|
Skye
Hauptman |
 Mr.
Hauptman co-founded BlueMatrix after 10 years developing software
applications for several of the largest Wall St. firms, including
UBS, Merrill Lynch & Lehman Brothers, in addition to
experience on the buyside at Millenium Partners, a hedge fund.
Skye brings BlueMatrix to the RIXML consortium, a organization guiding
next generation XML financial standards. BlueMatrix addresses the
need for accurate and flexible financial publishing and
distribution. Skye works with both sell-side and buy-side clients
and partners to create industry leading, data-centric tools
and evangelizing the benefits of an XML architecture. Skye has
degrees from Temple University and the London School of Economics
and is still very 'hands-on' with regards to new product
development at BlueMatrix. |
|
Mark
Hunt |
|
|
|
Sam
Johnson |
|
|
|
George
Kledaras |
 George
Kledaras, Chairman and Chief Executive Officer, launched Kledaras
Communication and Design in 1996 with the solitary goal of
simplifying the process of electronic trading and making it easier
for more people to trade. In December 1997, the company became
Javelin Technologies, Inc., where George continues to build
Javelin into the company that democratizes electronic trading.
Prior to founding Javelin Technologies, George built trading
systems for Blackrock Financial Management and lead the
operational support of fund accounting and other processes. Before
Blackrock, George was a client manager and development leader at
Merrin Financial where he built the Intermarket Trading Network (ITN)
- the pioneering electronic equity order routing network which
directly linked buy-side institutional investors with their
brokers. Merrin Financial was sold to ADP in 1995 and then to
MacGregor Group, an order management system vendor, in 1999.
Before Merrin Financial, George developed market feed information
servers for Market Data Corporation, the leading source for U.S.
Treasury Bond prices. George has also built connectivity
solutions, protocol communications and integration solutions,
trade clearing, settlement, securities custody systems, and fault
tolerant PC-based electronic trading systems for several other
companies. George has a BS in Electrical Engineering from Lehigh
University and a MS in Mathematics from the Courant Institute at
New York University with specialization on financial engineering
and information theory. He still maintains the original Atari 800
with 64K of memory that first introduced him to computers. It’s
not for sale. |
|
Frank
Knifsend VP Product Strategy Slam Dunk Networks |
 Frank
is responsible for Slam Dunk Networks' product direction and
delivery. He has
held product management and marketing roles for emerging
technology companies such as Sagent Technology, a data-warehousing
vendor, and Forte Software, a distributed application development
tools company. Prior to these companies, he was a manager in
Andersen Consulting's high tech practice. Frank has B.S. and M.S.
degrees in Electrical Engineering from Stanford University, and a
M.B.A. from University of California, Los Angeles. |
|
|
| Jeremy
Lehman Chief Technologist, Financial Markets Microsoft |
 Jeremy
Lehman is Chief Technologist for Financial Markets with Microsoft
Corporation. Jeremy develops architectural guidance, drives
securities industry requirements into Microsoft products and
services, and collaborates with customers and partners to
implement .NET technologies in areas including straight through
processing, risk management, and institutional portals. Prior to
joining Microsoft, Jeremy advised global firms on technology
strategy as a management consultant. A former US Army officer,
Jeremy holds an MBA and BBA from University of Miami. |
|
Jim
Lowe |
|
|
|
Emilio
Mercado |
|
Emilio Mercado is currently Managing Director of Logicscope North America, www.logicscope.com, a privately held technology solutions provider for the Financial Industry. He is responsible for the operation and business development of the North American subsidiary; in addition he is responsible for Logicscope’s global product strategy. Mr. Mercado has built his career in trading system technologies, starting in 1987 with Reuters New York where he managed open systems engineering implementing most of the larger Triarch systems in New York, capping his career at Reuters he was Technical Director responsible for all technical support for the New York Region. Mr. Mercado also gained his buy side experience as Director of Client Services for Merrin Financial, where he became intimately familiar with adapters and interfaces to a multitude of commercial and proprietary applications. He also was Vice President, Strategic Marketing for Bridge Information Systems, where he managed both product and marketing management for Bridge’s Real-time product lines, including feed and platform products. His last position was Vice President of Technology for Ixnet designing and implementing global market data delivery infrastructures. |
|
Alan
Paris |
|
|
| Sean Rogers VP - Business Development, North America Vordel |
 Sean Rogers has over twenty years
experience of business development in the IT sector. Prior to
joining Vordel he held senior business development and sales roles
with such organisations as Baltimore Technologies, Reed Elsevier
and DataTimes Corporation. He has an MBA from Northeastern
University, Boston and an MSc. Internet Systems Development from
the Dublin Institute of Technology. Sean has presented papers on
numerous subjects at events in North America and Europe on such
issues as securing business relationships and the role of Public
Key Infrastructures within enterprises. |
Ron
Schmelzer |
|
|
Dr.
Robert Sutor |
|
|
| John
Thorne Chief Executive Officer and Founder Researchsummary |
|
|
| James
Wraith Chief Technology Officer Netik |
|
James has been in leading technical roles for over thirteen years and has previously co-founded three software companies; Synergo Technology, TCA/Syntec, and Netik. He began his impressive career as an analyst/programmer and has moved on to hold various senior management positions including Consultant, Associate Director and is currently CTO for Netik. His main experience has been in the design, implementation, and deployment of component-based, multi-tiered, applications architectures and implementing their use for the development of business applications in the banking and finance sector. In his current role as CTO, he is responsible for Netik’s technical strategy and direction aiding not only the technical and sales divisions but acting as an advisory on company acquisitions. |
As
a Vice President and Lead Analyst for Outsell, Incorporated, John
Blossom leads the development of services and analytical coverage
in the Corporate, Credit and Financial (CCF) market sectors. Mr.
Blossom brings a broad and deep understanding of financial
information products and their underlying technologies to his
practice. Mr. Blossom’s range of experience covers both
high-level and globally oriented strategic marketing and product
planning, as well as extensive 
Mark Hunt is
responsible for managing the capabilities of Reuters eBusiness
vision on the Internet. This involves ensuring that Reuters future
online services can be delivered and business opportunities
exploited through the technology available over Reuters Internet
platform. Mark’s principle responsibility within this is to set
Reuters business strategy for Extensible Markup Language (XML).
Prior to his current post, he was Head of Client Site Technology,
Reuters Information, leading a product management group
responsible for Reuters products serving clients with market data
services through datafeeds, trading room systems and desktop
services. Mark has also held several other management positions in
marketing and product management for desktop platforms, financial
applications and information management systems within Reuters.
Prior to that he was a technical development manager and a systems
analyst. Mark holds a Master in Computer Science from University
of London.
Sam
Johnson co-founded TransactTools in April 2000 and is responsible
for the overall vision and strategic development of the company.
Jim
Lowe is co-founder and COO of Random Walk.
Alan Lloyd
Paris is a Partner at Capco, and focuses on client relationships
and project delivery, with an emphasis on the broker/dealer market
segment. He is considered an expert in Infrastructure Management,
e-Business B2B strategy and deployment, Internet trading
technologies, and market data distribution. Alan joined the
company from Deutsche Bank where he was Managing Director and
global head of trading floor support. Prior to this, he was
Managing Director for e-Markets at PricewaterhouseCoopers LLP,
leading the firm’s technology strategy and infrastructure
practice in addressing the needs of online brokerages, electronic
exchanges, and alternate trading system companies. In addition,
Alan developed PwC’s market data, trading floor technology,
euro- and decimalization offerings in the Americas. Previously
held positions include those of Vice President for trading floor
support and market data manager at Bankers Trust, and Senior
Network Analyst at Lehman Brothers. Alan authored numerous
articles on financial services topics for various leading business
publications and regularly takes speaking engagements at industry
conferences. He earned a BA in English from Vassar College, and
holds certificates in Telecommunications Analysis, “C”, and
UNIX from New York University.
Founder
and senior analyst of ZapThink, Ron Schmelzer is a well-known
expert in the field of XML and XML-based standards and
initiatives. Ron has been featured and written for periodicals,
and has spoken at numerous industry conferences including XML One,
Comdex, and Internet World on the topic of XML. 
Dr.
Robert S. Sutor is IBM’s Director of
John,
a law graduate, has 10 years experience in institutional research
and sales. He had worked at a variety of broking houses
specialising in client orientated information delivery. Over the
last two years he has focused on internet delivery of financial
products to clients. His last position was as global head of
e-commerce product development for HSBC. In this role, John was
responsible for the creation and implementation of internet
strategy, and associated product design. Reporting jointly to the
managing director of e-commerce and managing director of
securities, it involved the creation and promotion of e-commerce
initiative internally and externally to the entire securities
division. Liasing closely with the commercial and retail banking
groups, John coordinated staffing, marketing, product design and
the development of a coherent, deliverable stable of market
specific internet services. This included HSBC.com design and
architecture, research, on line trading, custodianship, and client
management systems for equity, debt, and derivate product streams.
After HSBC, John founded Researchsummary.com Ltd in 1999. The
company now operates at the cutting-edge of the financial
technology sector, developing innovative web-based research and
in-depth search technology for the investment market. Its suite of
products delivers knowledge management capability to the
investment professional, as a solution to the burgeoning
quantities of investment and data research available to them via
the Internet.