Speakers



Bryan Kievit
Head Trader, Accipiter Capital Management

Kievit began his career in financial services as a listed block trader for Gerard Klauer Mattison, a listed block trading firm. From there he joined Circle T, a New York City-based hedge fund, where he was a trader and assistant to the general partner, Seth Tobias. He also ran his own portfolio during his last year at Circle T. Subsequent to Circle T, he joined SAC Capital, where he traded U.S. telecom and media and European equities. He is now head trader at New York City hedge fund Accipiter Capital Management.


Kerry Massaro
Editor in Chief, Advanced Trading

Kerry has covered Wall Street for over ten years. She began her career covering the real estate market while working for Institutional Investor. She went on to cover back-office operations and technology, while managing editor of Operations Management, and corporate finance, while managing editor of Corporate Financing Week, Institutional Investor's flagship breaking news weekly. The last seven years of her career was as Editor in Chief of Wall Street & Technology, where, in addition to revamping the magazine, she helped launch a successful event business and co-founded Advanced Trading. While editor of Advanced Trading she co-launched the Buy Side Trading Summit, an elite event for head traders and technology execs on the buy side and Advancedtrading.com, a web site that offers a multitude of information and tools to the buy side.


Jason McLean, Head Trader, Iridian Asset Management

JASON B. McLEAN, Vice President and Director of Trading, is responsible for equity trading for both large- and mid-capitalization value equity portfolios, as well as hedge fund products. Prior to joining Iridian in December 2004, he previously worked six years as an equity trader, as well as almost three years in financial services at AIM Investments. Mr. McLean holds a B.S. in Economics from Texas A&M University (1992).


Greg MacSweeney, Editor-in-Chief, Wall Street & Technology

Greg MacSweeney has covered technology for the past nine years, mostly in financial services. A frequent moderator and speaker at industry events, Mr. MacSweeney is currently editor-in-Chief of Wall Street & Technology Magazine, a TechWeb publication. Prior to joining Wall Street & Technology magazine, Mr. MacSweeney also worked for Insurance & Technology Magazine and Bank Systems & Technology Magazine, both TechWeb publications. In addition, Mr. MacSweeney covered technology for buy-side institutional investment organizations at Global Investment Technology, a biweekly news magazine. During his career Mr. MacSweeney also covered automation technology and enterprise applications for the manufacturing industry while he was managing editor for Managing Automation Magazine, a Thomas Publishing Co. publication.


Mary McDermott-Holland, Senior Vice President, Franklin Portfolio Associates

Ms. McDermott-Holland is Senior Vice President of Trading at Franklin Portfolio Associates (a Mellon Financial Company) in Boston, Massachusetts. Mary is Past Chairman of the Security Traders Association (STA). She has also served STA as Co-Chair of the Trading Issues Committee, as Co-Chair of the Institutional Committee, as Chairman of the Conference Committee, Technology Committee and Economic Education Committee. Mary is a former member of NASDAQ's Institutional Traders Advisory Council having been the founding Chairman of the group from 1998-2001 and then a committee member thorough 2003. Mary also serves on the Board of the Boston Stock Exchange (since 2001) and on both the Regulatory Oversight Committee and Fees Committee of the BSE Board. She has served on the New York Stock Exchange Institutional Traders Advisory Committee and on NYSE's Allocation Committee. Mary was a Co-Chair of NASDAQ's Quality of Markets Committee and is a member of Trader Forum's Advisory Committee, a member of the National Organization of Investment Professionals, and a member of the Investment Company Institute's Equity Markets Advisory Committee. Mary served as a member of the Boston Security Traders Association board for 16 years, 11 as Treasurer and as President of that organization in 1993 and serves on Fordham University's Business Advisory Council.


Cristina McEachern, Executive Editor, Advanced Trading

Cristina McEachern began her career at Wall Street & Technology where she covered market data and risk management for more than three years. After leaving to assume a position in internal communications at JPMorgan Chase followed by a stint at CMP's VARBusiness Magazine, she returns to the financial technology arena with Advanced Trading. As Executive Editor, she will cover algorithmic trading, data & infrastructure and electronic marketplaces for the publication.


Robert Shapiro, Executive Director, Morgan Stanley Investment Management

Robert Shapiro is Executive Director of trading and execution analysis at Morgan Stanley Investment Management (MSIM). Shapiro reports directly to Ray Tierney, Global Head of equity trading.

Rob works closely with Tierney on matters that help optimize MSIM's global trading infrastructure, such as trade analytics, technology, execution strategy, relationship development and transaction measurement. Shapiro's mandate is to develop MSIM's global trading best practices and procedures, an integral component of Tierney's strategic initiative to revamp MSIM's global trading platform.

Shapiro joined MSIM from Abel Noser, where he served as SVP of advanced trading strategies. Prior to that, Rob was head trader at Iridian Asset Management from 1999-2004.


Ivy Schmerken
Editor-at-Large, Advanced Trading

Ivy Schmerken is Editor at Large of Advanced Trading and Wall Street &Technology Magazine. Ivy currently covers electronic trading and exchanges, market data and has written extensively about algorithmic trading. She also writes ibig picturei cover and feature stories on market-structure and topics such as compliance with Reg NMS.

In 2006, Ivy won a regional award from the American Society of Business Publication Editors (ASBPE) for her column At the Close in Advanced Trading.

Ivy was Editor-in-Chief of WST from 1993 through the end of 2000 and named Editorial Director in 1999. Ivy joined WS&T in 1985 as an associate editor when the publication was called Wall Street Computer Review. Over the past 19 years, Ivy has reported on and authored countless numbers of articles on the automation of the securities and investment industries, spanning such topics as direct-access and algorithmic trading, order management systems, market-data delivery, fixed income systems, wealth management technology, offshore outsourcing, wireless technology and compliance.

Ivy was also the founding editor of Financial Trader, a monthly magazine for the institutional trading community. Ivy speaks at industry conferences and has been interviewed by CNN and TechTV.

Previously, Ivy was a reporter at Pensions & Investments covering institutional investing. She has also freelanced for publications including Investment Dealers' Digest, The Daily News and American Banker. She graduated magna cum laude from Brandeis University, Waltham, Mass., majoring in English and American literature.


Joan Stack, Trading Manager, Ohio Public Employees Retirement System
Education: BA Economics, Mount Holyoke College South Hadley, MA and MBA Finance, Fordham University NY, NY

Experience: 1998-2002 SVP, Head of Equity Trading ING Funds, NY NY. Managed desk of 8 traders responsible for trading domestic and international equities, convertible bonds, and WRAP business for both institutional and mutual fund accounts. Served on Brokerage and Best practices committees. 1996-1998 Senior Equity Trader Strong Funds Milwaukee, WI. Sole trader for $1B pool small/mid cap equities of both growth and value styles. 1978-1996 Vice President Equity Trading Bankers Trust Co. NY, NY. Joined BT as portfolio assistant in Institutional Equities. Joined Bond Desk in 1979 as trader for Personal Trust Department, and in 1980 moved to Equity desk. Promoted 3 times; Desk of 11 traded all equity and derivative vehicles for all Institutional, Personal Trust and Mutual Fund accounts, both active and structured, managed by the Bank.

Other: Member National Organization of Investment Professionals and President, Mount Holyoke Club of Central Ohio.


Raymond M. Tierney, Managing Director, Global Head of Global Equity Trading, Morgan Stanley Investment Management
Raymond M. Tierney III is a Managing Director of Morgan Stanley and Global Head of Equity Trading for Morgan Stanley Investment Management (MSIM) with responsibility for leading MSIM's worldwide trading efforts.

Over the course of his career, Mr. Tierney has held a variety of positions in both U.S. and International Sales & Trading. He joined the Firm in 1994 as an Executive Director with responsibility as senior sales/trader on the OTC desk. He was elected Managing Director in 1998 and was named Head of North America Cash Sales Trading in 2004. He assumed his current role in September 2006.

Previously, Mr. Tierney worked at Paine Webber as a Trader (1981-1986), at First Boston as a Vice President (1986-1991) and UBS Warburg as a Vice President and Sales Trader (1991-1994).

Mr. Tierney earned a B.A. in Political Science from Villanova University in 1981.

Mr. Tierney is Executive Director of The Mike Foundation and involved with Wings Over Wall Street and St. Jude Children's Research Hospital. Previously, he served on the Leukemia Society Board of Directors and the Harrison Education Board.





Speakers and panelists at the Executive Summit consist of buy-side executives only.

We welcome your suggestions for speakers. If you would like to suggest yourself or someone else as a potential speaker, please e-mail the following information to Kerry Massaro, Editor-in-Chief, Advanced Trading, kmassaro@techweb.com:
  • Name/Title/Company
  • Phone number/E-mail address
  • Indicate which session is most appropriate for this speaker (please visit the program/agenda page of this site).
  • Describe your expertise as it relates to this topic.
Due to the large number of submissions, we cannot respond individually. We will contact you directly if we want to follow up on your proposal. Thank you.



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