World Business StrategiesServing the Global Financial Community since 2000

Speaker List

Zura Kakushadze (Guest Lecturer):

Ph.D. CEO, Quantigic® Solutions. Author, “151 Trading Strategies”.

Zura Kakushadze: Ph.D. CEO, Quantigic® Solutions. Author, “151 Trading Strategies”

Raakhee Miller:

Chief Executive Officer at Bitsian

Raakhee Miller: Chief Executive Officer at Bitsian

Sol Steinberg:

Founding Principal, OTC Partners

Sol Steinberg: Founding Principal, OTC Partners

Sol Steinberg is a OTC Markets Subject Matter Expert and specializes in Risk Management, OTC derivatives, Market structure, Collateral, Trade Lifecycle, Valuation, Financial Technology Systems, Strategic development, and Monetization.

Sol is the founding principle of his firm, OTC partners. OTC partners is a boutique value add firm that specializes in research, content, development.  Before starting OTC Partners Sol was a senior executive at the world’s leading clearing house LCH.Clearnet.  Sol also spent nine years on the buy side and Citi, performing product development, risk management, and valuation for the OTC markets.

Sol has a wide-ranging network of asset managers, analytic providers, execution venues, regulatory, and government contacts.  He used his eco system to successfully commercialize analytics, data, and other non commercialized intellectual property and had significant monetization success. He brought to market several initiatives, including institutional and commercial risk engines such as SMART tool, Risk Explorer, Global Market Risk System for Citi: the largest VaR engine in the world from 2004 to 2006, as well as developing CCP2 – a derivative education & certification program for leading consultancies. Sol also contributed to OTC industry’s clearing and default management policies for the cleared OTC swap markets as well as contributed to industry standard risk analytics in times of low market rates.

Awards/Honors

Waters Magazine’s award “Best risk analytics initiative 2012” &  “Best risk analytics initiative  (Sell Side) 2013”

FTF’s award for “Most cutting edge risk contribution 2013” for developing the SMART risk analytics tool.

Global nominee in 2012 for “Best Practices in Global Financial Risk Management” from PRMIA, Professional Risk Managers International Association.

Patrick Woloveck:

Founder, Knowledge Base Capital

Patrick Woloveck: Founder, Knowledge Base Capital

Robert Savage:

CEO, CCTrack Solutions, LLC

Robert Savage: CEO, CCTrack Solutions, LLC

David J. Namdar:

Crypto Investment Professional

David J. Namdar: Crypto Investment Professional

Michael Del Casino:

Portfolio Manager, Profluent Trading

Michael Del Casino: Portfolio Manager, Profluent Trading

Brandon Elsasser:

CIO of Victoria Capital Management

Brandon Elsasser: CIO of Victoria Capital Management

Serg Gulko:

CTO of XTRD

Serg Gulko: CTO of XTRD 

  • Discount Structure
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    When two colleagues attend the 3rd goes free!

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