Advisory Board
With rapidly growing demand for Aleri’s event processing technology, Aleri has decided to form an advisory board to guide corporate strategic direction. To this end, Aleri has recruited some of the most knowledgeable and well respected individuals in technology and finance to counsel us. Their depth of experience in emerging technologies, financial industries, and corporate leadership will help position Aleri as the major player in the eye of the CEP storm. Their impressive biographies can be found below:
Julio Gomez
Julio Gomez is Founder of Gomez Markets, a recently formed strategy consulting firm that is developing a series of benchmarks for capital markets in segments critical for achieving competitive advantage. Prior to founding Gomez Markets, Mr. Gomez was Vice President, Global Research for Financial Insights, an IDC company, responsible for shaping the global financial services technology research agenda for the firm across its offices in London, Toronto, Boston, San Paolo, and Singapore.
Mr. Gomez is widely known and highly respected in the industry as the founder and CEO of Gomez, Inc., a leader in benchmarking services, including e-commerce rankings, research, and site performance measurement. He was formerly in trading, institutional sales, and investment banking. His direct experience is in Capital Markets, Corporate Banking, and Retail Financial Services.
Mr. Gomez is a frequent keynote speaker on market trends and strategic initiatives in the financial services industry. Institutional Investor named him one of Wall Street's "50 Most Influential People" and Time Magazine listed him among the "Fifty Most Influential People Shaping Technology". He has been interviewed for his expertise by numerous media outlets, including radio and television networks, The Wall Street Journal, New York Times, Business Week, and Forbes. Mr. Gomez is a graduate of Princeton University.
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W. FRANK KING, Ph.D.
Dr. W. Frank King has spent over 30 years as a technology innovator, including 19 years with IBM where he was responsible for the development of IBM's relational database technology (SQL) and was subsequently promoted to the role of Vice President of Development for the personal computing division. From 1988 to 1992, Dr. King was the Senior Vice President of Development of Lotus Development Corporation, a software publishing IBM company. More recently Dr. King served as President, Chief Executive Officer and a director of Concero Inc., a consulting services company.
In 1992, Dr. King joined PSW Technologies, a software services firm
that provides high value solutions to technology vendors and business
end-users by mastering and applying critical emerging technologies,
as Chief Executive Officer and led the company through a successful
IPO. Dr. King received his Ph.D. in electrical engineering from Princeton
University, his Master's Degree in electrical engineering from Stanford
University, and his Bachelor's degree in electrical engineering from
the University of Florida. He has served or is serving on the board
of directors for companies such as Eon Communications, Inc., Perficient,
Inc., iBasis Inc., Best Software, Inc., Excalibur Technologies Corporation,
PSW Technologies, Inc., Natural Microsystems, Inc., as well as other
private companies.
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DAVID LEINWEBER, Ph.D.
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. His clients have included some of the world’s largest investment managers and hedge funds and his projects involve trading systems and automated analysis of textual and Internet information sources.
At the RAND Corporation, he directed research on real-time applications of artificial intelligence that led to the founding of Integrated Analytics Corporation, which was later acquired by the Investment Technology Group, and, with the addition of electronic order execution, its product became QuantEx.
As Managing Director at First Quadrant, he was responsible for institutional quantitative global equity portfolios totaling $6 billion. These long and market neutral strategies utilized a wide range of computerized techniques for stock selection and efficient trading. His work there led to the founding of Codexa Corporation, a Net based information collection, aggregation and filtering service for institutional investors and traders.
As a visiting faculty member at Caltech, Dr. Leinweber' worked on
practical applications of ideas at the juncture of technology and
finance. He is a collaborator in the Harvard Business School’s e-Information
project. He is published and spoken widely in the application of information
technology in both the sell-side world of trading and the buy-side
world of quantitative investment. He has also gone five rounds against
the Wall Street Journal dartboard. Dr. Leinweber graduated from MIT,
and holds a Ph.D. in Applied Mathematics from Harvard.
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HANK MLYNARSKI
Henry (Hank) Mlynarski is an accomplished and respected executive
and consultant in the Global Financial Markets. He has over 25 years
of experience providing strategy, eCommerce, business development,
technology implementation, risk and regulatory and intellectual property
expertise to commercial and investment banks, broker/dealers, exchanges
and clearing houses, hedge funds, investment management companies,
and e-commerce entities. Hank has held senior capital markets roles
in sales and trading management, technology, strategy, operations,
and risk management with leading firms such as Goldman Sachs, Citicorp,
Instinet, BrokerTec, the Chicago Board of Trade, Household International,
and the U.S. Department of the Treasury. His fields of specialization
include Securities, Commodities, Options, Foreign Exchange, Futures,
OTC Derivative Products, Trading Risk Management, Operations, and
Market Analytics. Hank holds a B.A. in Government from Georgetown
University and a M.B.A. in Accounting and Finance from Columbia University
Graduate School of Business.
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JOE ROSEN
Mr. Rosen is an electronic trading industry veteran with more than 20 years experience as an exchange executive, adviser, CIO & Quant, author, lecturer, as well as developer and marketer of electronic trading systems. He was most recently Managing Director, Trading Technology/Head of Technology Marketing at the New York Stock Exchange, where he developed and executed an Exchange-wide initiative to promote NYSE’s trading/technology products, including a successful marketing campaign for the Hybrid Market initiative targeted at major sources of order flow and connectivity.
Previously, he was a partner for ten years at a financial technology consultancy, where he served as a strategic IT advisor, and built/deployed bespoke trading systems for a broad cross-section of international financial institutions, including global money managers, securities firms and market centers. Prior to this he was the founding Chief Information Officer & Director of Quantitative Research for Dubin & Swieca Capital Management and 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.
Mr. Rosen has contributed in various capacities to nearly one hundred organizations across all segments of the global securities and investments industry, and has worked with scores of financial technology vendors across most functional areas. He has lectured globally, and been widely published, including five books, among them The Handbook of Investment Technology [McGraw-Hill].
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.
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AVI SILBERSCHATZ, Ph.D.
Dr. Silberschatz is the Sidney J. Weinberg Professor of Computer Science and the Chair of the Computer Science Department at Yale University. Prior to joining Yale, he was the VP of the Information Sciences Research Center at Bell Laboratories. Prior to that, he held a chaired professorship in the Department of Computer Sciences at the University of Texas at Austin. His research interests include database systems, operating systems, networking, distributed systems, and bioscience databases.
Professor Silberschatz is an ACM Fellow and had received the Karl V. Karlstrom Outstanding Educator Award and the SIGMOND Contribution Award. He is also an IEEE Fellow and had received the 2002 Taylor L. Booth Education Award and the Computer Society Outstanding Paper award for the article "Capability Manager," which appeared in the IEEE Transactions on Software Engineering. While in Bell Labs, in recognition for his outstanding level of innovation and technical excellence, he was awarded the Bell Laboratories President's Award, 1998 (QTM Project), 1999 (DataBlitz Project), and 2004 (NetInventory Project).
Professor Silberschatz has graduated over a dozen Ph.D. students who now hold positions in academic institutions and industrial research laboratories. His writings have appeared in numerous ACM and IEEE publications and in other professional conferences and journals. He obtained over four dozen patents and over two dozen grants. He is a co-author of two well known textbooks -- Operating System Concepts and Database System Concepts.
Professor Silberschatz is a supporter of America’s regulation of the Internet to ensure it is used in a free manner. He has written editorials dealing with this issue as well as other subjects for the national media.
Professor Silberschatz served as a member of the Biodiversity and
Ecosystems Panel on President Clinton's Committee of Advisors on Science
and Technology, as an advisor for the National Science Foundation,
and as a consultant for several private industry companies.
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WAYNE WAGNER
Mr. Wagner’s favorite accomplishments include designing operating, balancing and evaluating algorithms for the world’s first operational index fund. He also discovered the hidden delay and opportunity costs of trading; and pioneered means of reducing them. Both of these revelations have saved investors billions of dollars over the years.
In 1986, Mr. Wagner co-founded Plexus Group, a Los Angeles based firm that provides trading evaluation and advisory services to money managers, brokerage firms and pension plan sponsors. In 2006, Plexus Group became a part of ITG Inc. He is the founding partner of Wilshire Associates, where he now serves as the CIO of Wilshire Asset Management. Earlier, he participated in the design of the first index funds at Wells Fargo Bank.
Mr. Wagner has authored, co-authored, and edited several books and is a frequent writer and speaker on many trading and investment subjects. He has won two Graham and Dodd Awards from the Financial Analysts Journal for excellence in financial writing.
His numerous services include participation on various advisory and editorial boards. He is a member of the CFA Institute Blue Ribbon Task Force on Soft Dollars and Best Execution, is a Regent for the Financial Analysts Seminar, and is Adjunct Professor at the Marshall School of Business (USC, 2003-2004) and a Visiting Professor at the Anderson School of Business (UCLA, 2003)
Mr. Wagner graduated from the University of Wisconsin with his BBA
in Management Science/Finance and went on to earn his MS in Statistics/Management
Science from Stanford University.
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