Co-Chair: Timothy M. Olsen, Sr. Vice President/Head Trader, ICM Asset Management, Inc.

Tim Olsen is Senior Vice President and Head Equity Trader with ICM Asset Management. His nearly two decades of industry experience include his trading experience with ICM since 1998 and prior to that as an account executive with Jefferies & Company for nearly 10 years. As a leader at ICM he co-manages the Investment Services Team which includes Operations, Client Services, Corporate Communications and Trading. In addition, he is part of the firm's senior management team, providing solutions while executing ICM's strategic and tactical decisions. Tim is a member of the Pacific Northwest Securities Traders Association.


Kevin Chapman, Managing Director and Head of Trading, Nicholas-Applegate Capital Management

Kevin Chapman oversees the firm's equity trading operations. As head trader, he has responsibility for advising portfolio managers and analysts on all market information relevant to their holdings. He joined the firm's International trading team in 1998 and has played a key role in non-U.S. trading activities, including managing the firm's trading offices in Amsterdam. Prior to joining the firm, he was an international equity trader with Strong Capital Management, Inc. Kevin earned his M.S. in management-finance analysis and his B.B.A. from the University of Wisconsin-Milwaukee. He has sixteen years of investment industry experience.


Robert Iati
Partner & Director of Research, TABB Group

Bob Iati joined TABB Group in December 2004 as a partner in charge of research after spending seven years at TowerGroup, where he was the research director of its Securities & Capital Markets practice. With nearly 20 years of experience in capital markets technology, covering areas of securities operations training, planning and development, and IT strategy and implementation, he has authored and interpreted studies analyzing the impact of changing market structures on global financial markets, interpreted and presented surveys of the futures industry, and examined the critical processing issues faced by brokerage institutions.

Bob has authored several of TABB Group's key recent studies, including "Global Equity Trading: The Buy-Side Perspective on Advanced Execution"", "Enterprise Data Management: Is This the Right Time for Outsourcing?" and "DMA: Transitioning from Aggregation to Execution Platform". He held senior systems development positions at Lehman Brothers and Deutsche Bank Securities. At Lehman Brothers, he managed the implementation of automated trading and clearance systems and led a detailed analysis of the company's global trading systems. At Deutsche Bank, he managed technology for global settlements and stock lending operations, with responsibility for trading-system support for branches in over 20 countries.

A frequent presenter at industry forums, he has appeared on ROBTv, CNN and CNBC television and been quoted regularly in publications such as The Wall Street Journal, Business Week, Forbes, Financial Times and The New York Times, as well as brokerage-industry trade media, including The Trade, Automated Trading, Traders, Wall Street & Technology, Waters and Securities Industry News.

He holds an M.B.A. in finance and information systems from Rutgers Graduate School of Management and a B.A. in economics from Rutgers University. He also served on the faculty of the New York Institute of Finance and the Securities Operations Forum and taught at New York University.


Justin Kane
Principal and the Director of Equity Trading, Rainier Investment Management Inc.

Justin Kane serves as a Principal and the Director of Equity Trading for Rainier Investment Management Inc., a fundamental research based investment manager located in Seattle, WA. Justin has been working in the industry since 1997. His career in equity trading began in Jersey City, NJ with Sherwood Securities/NDB Capital Markets, a major NASDAQ wholesaler/market maker acquired by and merged under Deutsche Bank in 2000. Prior to joining Rainier, Justin's buy-side equity trading experience began in 2002 with Westpeak Global Advisors, a quantitative research based asset manager located in Boulder, Colorado. He later served as the Head Trader for Safeco Asset Management, a fundamental research based money manager previously located in Seattle, WA.


Jason Lenzo
Head of Trading, Russell Investments

Jason Lenzo is the Head of Trading, Equities and Fixed Income for Russell Investments' implementation and global transition services. Jason manages trading activity for all Russell funds and third party client accounts. His duties encompass the execution, scheduling and implementation of transition strategies that best fit client objectives. Jason directs post-trade execution analysis and reporting on completed client activity.

Prior to taking on this role, Jason was the senior trader of Russell's implementation and global transition services. Jason managed the day-to-day trading and strategy for all transition activity. His duties encompassed planning trade strategy, pre-trade cost analysis, execution, and post-trade review. Jason was also responsible for the on going development of the pre-trade cost and impact models used to achieve client objectives.

Russell's trading desk is positioned to deliver superior portfolio performance by employing the most cost-efficient, risk-adjusted transition strategies within the industry. The methodology involves extensive qualitative and quantitative analyses of client's current and target portfolios, establishing trading strategies, intraday maintenance of portfolio structure during the trade and managing market exposure.

Jason joined Russell in 1997 as an assistant trader where he aided the traders in executing client trades and handling the day-to day operations of the firm. He was also challenged with automating and refining the daily trading process and was involved in implementing several single stock and portfolio trading platforms, as well as the supporting infrastructure.

Jason is Head of Trading for Russell Implementation Services Inc., Russell's global trading firm. Russell Implementation Services Inc. is an SEC registered investment adviser and FINRA member firm.


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.


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.


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.





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.




Advanced Trading . Terms of Use . Privacy Policy . Your California Privacy Rights
©2008 United Business Media LLC