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Focus on Tech Stocks: Will Fundamentals Catch up with Stock Price Moves?

AAPL, ZM, WORK, MSFT, ORCL

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Meet the Panelists

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Jeff Schmidt
Founder & CEO
DataPulse

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Jeff is a two-decade veteran entrepreneur, IT security leader, and Internet infrastructure expert. Prior to starting DataPulse in 2015, Jeff founded JAS Global Advisors LLC in 2003 – an IT security consultancy which architects and delivers security and risk management solutions for a full range of government and private sector clients.

In addition, Jeff founded Authis, a provider of innovative risk-managed identity services for the financial vertical, was the Vice President of Product Management for ENDFORCE (acquired by Sophos), and was the CIO of The Ohio State University’s second largest business unit. He also spent time at The Microsoft Corporation where he spearheaded Microsoft’s first internal malicious testing of Windows 2000.

Complementing his business roles, Jeff is the founder and elected Director of the InfraGard National Members Alliance, the private sector component of the FBI’s InfraGard Program (InfraGard is an FBI/private sector alliance dedicated to improving and extending information sharing between private industry and the government on matters of national security). Jeff helped the FBI create the InfraGard Program in 1998 and has received commendations from the Attorney General, the Director of the FBI, and the National Infrastructure Protection Center (NIPC – now a part of the Department of Homeland Security).

Jeff’s publication activity includes The Microsoft Windows 2000 Security Handbook, published by Que in four languages, and contribution to Using Windows NT 4.0, Teach Yourself Linux in 10 Minutes, and the Cyber Security Policy Guidebook.

He received a BS CIS from The Ohio State University and an MBA Magna Cum Laude from the Fisher College of Business at The Ohio State University. Jeff is an adjunct professor of Systems Security Engineering at the Stevens Institute of Technology and a Zurich Cyber Risk Fellow, Cyber Statecraft Initiative, at The Atlantic Council.
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Moderator:
Jon Najarian
Co-Founder
Market Rebellion

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Jon ‘DRJ’ Najarian was linebacker for the Chicago Bears before he turned to another kind of contact sport – trading on the Chicago Board Options Exchange.

He became a member of the CBOE, NYSE, CME and CBOT and worked as a floor trader for some 25 years. Starting with Mercury trading 1990, Jon has founded, co-founded, and developed various financial service companies and technologies including optionMONSTER/tradeMONSTER, Najarian Advisors and Najarian Alternatives along with his brother Pete, HeatSeeker Technologies, and MarketRebellion.com, also with brother Pete, where he publishes his market observations and trade recommendations. Today, he is also a host on CNBC, a professional investor, money manager, and stock & crypto markets analyst.
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Roundtable:
Adam Frederick
CEO
Samurai Data Analytics

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Adam is Co-Founder & CEO of Samurai Data Analytics. Samurai marks Adam’s third FinTech start-up, with the prior two ending in strategic exits to Nasdaq & Q4 Inc. Over 20+ years in capital markets, Adam has raised over $60M in VC funding, advised CXO’s/Boards of Fortune 500 companies & driven innovations into AI/ML.
 
Samurai Data Analytics is an innovative alternative data and intelligence solution for the capital markets. By leveraging AI and machine learning against alternative data sets, our unique solutions empower our clients to better define risks, identify opportunities, and most importantly, generate outsized returns.

We've developed our solutions from the ground up with traders and market participants in mind. With multiple latency options available, a highly scalable infrastructure, and seamless integration via API, FTP, S3, Redshift, etc., Samurai is flexible and easily deployable in any environment. Engineered by a sophisticated combination of proprietary methodology and niche industry expertise, our clients benefit from decreased volatility, lower market correlations and unmatched results.
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Roundtable:
Craig Iseli
COO
SpiderRock

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Craig is one of the founders of SpiderRock and leads the firms operational, business and risk management efforts as Chief Operating Officer. Craig was involved since day one in building the team and creating the products that support the many different businesses SpiderRock has today. Before starting SpiderRock with George in 2006, Craig spent his career in a variety of roles including engineering design, manufacturing operations and technology consulting. Craig’s experience is global having lived and worked in both London and Hong Kong. Craig is an engineer by training with his M.B.A from the University of Chicago.
 
SpiderRock Gateway, formed in 2011, is the Data & Analytics subsidiary of SpiderRock, provides live and historical market data and analytics for U.S. listed equity, equity options, options on futures. SpiderRock Gateway’s data & analytics come from SpiderRock’s cloud-based trading platform and support the core algorithmic routing engines and power the live market database SRSE. Clients of the platform historically include large buy-side funds and sell side brokers primarily in the equity derivatives and volatility trading spaces. In recent years SpiderRock has been expanding to other asset classes. SpiderRock Gateway manages the network and market data infrastructure needed to power the platform and archives the data and analytics produced. Gateway has a suite of historical data products in multiple asset classes as well as the ability to deliver this analytical data to a wider range of clients who don’t require the high-speed infrastructure or routing engines of the platform.
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Roundtable:
Nate Storch

Co-Founder & CEO
Amenity Analytics

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Nathaniel (Nate) Storch is the Co-Founder and CEO of Amenity Analytics. He is an experienced financial industry executive with nearly two decades working as an investor, entrepreneur and business builder.

Before co-founding Amenity Analytics, he served as Managing Partner of Pilgrim Hill Capital, where he provided equity-related capital and strategic advice to small and mid-cap companies. Previously, Nate served as Partner and Senior Portfolio Manager at Swieca Holdings/Talpion Fund Management, Partner and Head of Equities at One East Partners, and Head of Merger Arbitrage Research and Event-Driven Healthcare at Highbridge Capital Management.

Nate began his career with Morgan Stanley as an analyst in the Mergers, Acquisitions and Restructuring Group and is a member of the Young Presidents Organization. Nathaniel graduated from Harvard College with a BA in Government.

Amenity Analytics develops AI to create cloud-based analytics solutions that help financial services firms draw actionable insights from text on a massive scale. Whether through API feeds, Custom Enterprise solutions, or our Insights Platform, we use NLP and Machine Learning to transform unstructured data in financial documents. We process external data like SEC filings, Earnings Call Transcripts, Broker Research and news articles, extract the most relevant insights, and deliver these insights to our clients in elegant formats that are intuitive to use, frictionless to onboard, and designed to complement existing workflows.