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DATE: June 15, 2010
TIME: 5:30-7:30 PM (cocktail networking event will follow the presentation)
TOPIC: "Data Mining: How minimal effort on your part produces profits."
SPEAKER: William Rafter
 William Rafter has managed hedge funds for over 20 years, and has been fully licensed as a securities and financial principal. He is President of Mathematical Investment Decisions, Inc. providers of financial research software since 1985 and developers of Financial Data Calculator. Mr. Rafter was educated at the Wharton School of the University of Pennsylvania, and the Haas Graduate School of Business Administration of the University of California Berkeley .
LOCATION: The Union League in City Center is located at 140 South Broad Street, Philadelphia, PA 19102
COST: This event is free for all attendees
MTA Members and Affiliates: Click here to register.
Non MTA Members and Affiliates:
Please contact Courtney Musarra, 646-652-3300.
CHAPTER CHAIR: George N. Luciani, CFP, gluciani@cpaginc.com, 215-579-5760
Street One Financial LLC (S1F), is a technically driven full service trade execution shop specializing in ETF’s, equities, and options. S1F UTILIZES THE BROKER/DEALER SERVICES of Emerging Growth Equities (EGRO), a registered Broker Dealer and member of SIPC/FINRA. S1F specializes in agency ETF/ETP, equities, and options trade execution. On the ETF/ETP end, S1F works with the ETF issuers to understand their products thoroughly and how they can complement an investor's portfolio. We assist portfolio managers in constructing their portfolios and identifying which ETF provides the best desired exposure by portfolio objective, fees and ease of trading. The ETF/ETP landscape is evolving rapidly and has diversified quickly beyond passive equity index ETFs. Now actively managed strategies, fundamental and quantitative ETFs, as well as those that offer exposure to Fixed Income, Commodities or even Volatility Indexes are available to investors. That said, understanding how specific products work and where they fit within portfolios and perhaps more importantly, "how to trade" these products, has become something of major importance to portfolio managers on all levels. At S1F, we assist portfolio managers in screening by true underlying liquidity, not "shown liquidity" or "perceived liquidity" as reflected by average daily trading volume. S1F then sources liquidity without identity or information slippage, through all available access points in the marketplace to minimize the market impact of the trade, delivering a lower total cost of trading to the portfolio manager. This allows the portfolio manager to, in essence, recapture basis points on each trade, and outperform their competitors over the course of the year, while maintaining a competitive edge over their peers. In addition to ETFs, Options, and Equities, we also handle Closed End Funds (CEF) trade execution and access to liquidity. All trades executed by Street One are cleared and settled with NFS/Fidelity.
- Scott Freeze, President
- Michael Blaszczyk, VP of ETF/Equity Sales and Trading
- Paul Weisbruch, VP of ETF/Options Sales and Trading
- Edward McCoy, Head ETF/Equities Trader
- Mark Blaszczyk, S1F Administrator
Affiliates
- David Chojnacki, President of Street One Technical Analysis, LLC
We would like to thank Andrew Palashewsky, CMT for his contributions for the event. |
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