Santa Clara County Federal Credit Union’s Teddy Bears on Patrol Program Delivers 2,100 Toy Bears to Children in Need in 2018

For More than 20 Years, Teddy Bears on Patrol Continues to Bring Joy Over the Holidays.

San Jose, CA, USA — The Santa Clara County Federal Credit Union (http://www.sccfcu.org) is pleased to announce another successful year for its Teddy Bears on Patrol holiday program. This year, Teddy Bears on Patrol was able to bring 2,100 stuffed bears to cheer up needy children.

For more than 20 years, County Federal has sponsored the Teddy Bears on Patrol Program along with local law enforcement agencies, school districts, and organizations such as Santa Clara County Social Services, Parents Helping Parents, and the Rosa Elena Childcare Center (part of Respite & Research for Alzheimer’s Disease). The program was created to bring joy to children suffering from trauma or illness.

“The holiday season is a time of caring and sharing. Giving needy children their own teddy bear to love and comfort is our way of showing we care about our kids,” said Rebecca Reynolds Lytle, President and CEO of County Federal. “This has been a highly successful program over the years and our law enforcement and medical professional partners get just as much joy out of this tradition as we do. There’s nothing that brings more joy and comfort to a child in need than a teddy bear.”

New teddy bears were donated from mid-October to mid-December at County Federal branches. Cash donations were also accepted from County Federal members, as the credit union arranged to have bears purchased on their behalf. This year, County Federal employees held an internal challenge and were able to raise more than $1,000 in two hours to purchase even more teddy bears for the kids.

For more information, visit http://www.sccfcu.org/teddy.

About Santa Clara County Federal Credit Union
For more than 68 years Santa Clara County Federal Credit Union has been bettering the lives of county, city, and school employees and affiliated organizations. In addition to maintaining a passionate commitment to provide knowledgeable financial solutions to its members, County Federal also maintains an extensive community outreach program, providing educational support through its scholarship program and dedicating time and resources to a variety of regional non-profit organizations. County Federal offers a comprehensive line of financial products and preferred rates and is committed to empowering, enriching and enhancing members’ financial lives.

For more information, visit http://www.sccfcu.org.

Media Contact:
Marilyn Avalos
Santa Clara County Federal Credit Union
408.282.0782
mavalos@sccfcu.org
http://www.sccfcu.org

Santa Clara County Federal Credit Union Promotes Montero and David to New Executive Roles

County Federal Names New Chief Administrative Officer and Chief Experience Officer.

San Jose, CA, USA — The Santa Clara County Federal Credit Union (http://www.sccfcu.org) today announced the promotions of Jennifer Montero and Divine David to new executive roles.

Jennifer Montero has been named Senior Vice President/Chief Administrative Officer. Jennifer has been serving as SVP/Organizational Development. She has extensive knowledge in the field of human resources management and specializes in high-growth operations and restructuring. Jennifer previously served on County Federal’s Board of Directors. In her expanded role, she will be responsible for providing strategic leadership in all human resource functions, learning and talent development initiatives, and special programs. Jennifer holds a bachelor’s degree in Business Management from San Jose State University.

Divine David has been promoted from Senior Vice President/Chief Lending Officer to Senior Vice President/Chief Experience Officer. Divine has a long history in banking, having worked with San Francisco Federal Credit Union, Provident Credit Union, Golden 1 Credit Union, and Bank of the West. In her new role, Divine will be responsible for enhancing the member experience and improving membership services. She holds a Management degree from Golden Gate University.

“Both Jennifer and Divine have been instrumental in helping us maintain the standard of excellence that members expect from County Federal” said Rebecca Reynolds Lytle, President and CEO of County Federal. “Expanding their roles allows us to have an even greater impact on the member experience and help us improve and expand our financial services.”

About Santa Clara County Federal Credit Union
For more than 65 years Santa Clara County Federal Credit Union has been helping county, city, and school employees and affiliated organizations with financial services to help them realize their dreams. In addition to maintaining a passionate commitment to provide knowledgeable financial solutions to its members, County Federal also maintains an extensive community outreach program, providing educational support through its scholarship program and dedicating time and resources to a variety of regional non-profit organizations. County Federal offers a comprehensive line of financial products and preferred rates and is committed to empowering, enriching and enhancing members’ financial lives.

For more information, please visit http://www.sccfcu.org.

Media Contact:
Marilyn Avalos
Santa Clara County Federal Credit Union
408.282.0782
mavalos@sccfcu.org
http://www.sccfcu.org

Santa Clara County Federal Credit Union Sponsors Santa Clara Teacher Recognition Celebration for 23rd Year

County Federal Continues to Partner with the Santa Clara County Office of Education to Honor Teacher Excellence and Commitment.

San Jose, CA, USA — The Santa Clara County Federal Credit Union (http://www.sccfcu.org) is proud to be a sponsor of the Teacher Recognition Celebration organized by the Santa Clara County Office of Education (SCCOE) again this year. This marks the 23rd year that County Federal has partnered with the SCCOE to recognize teachers throughout the county for their educational excellence and commitment to their students, school, and the community.

The 2018 Teacher Recognition Celebration, held October 22, marked nearly 50 years of Santa Clara County honoring educational excellence, making the SCCOE Teacher Recognition Celebration one of the oldest and most prestigious in the state. The Celebration is held every autumn to applaud the outstanding work of teachers from every Santa Clara County school district. This year, 31 educators were honored for their outstanding work, as well as five teachers who received the STEM Teaching Award from event co-sponsor Texas Instruments.

“Educators are the unsung heroes of our community and we are proud to support Teacher Recognition Day as part our commitment to Santa Clara County,” said Rebecca Lytle, President and CEO of County Federal. “We have been serving county, city, and school employees for more than 65 years but we seldom have this type of opportunity to publicly recognize the professionals who work to make our community such a wonderful place to call home.”

The SCCOE created the Teacher Recognition Celebration to increase public awareness of the vital role educators play in helping youth and shaping the community, and to acknowledge the achievement, sacrifice, and training required of today’s teachers. Recognition also helps strengthen ties between students and teachers and promotes greater understanding between generations.

About Santa Clara County Federal Credit Union
For more than 65 years Santa Clara County Federal Credit Union has been helping county, city, and school employees and affiliated organizations with financial services to help them realize their dreams. In addition to maintaining a passionate commitment to provide knowledgeable financial solutions to its members, County Federal also maintains an extensive community outreach program, providing educational support through its scholarship program and dedicating time and resources to a variety of regional non-profit organizations. County Federal offers a comprehensive line of financial products and preferred rates and is committed to empowering, enriching and enhancing members’ financial lives.

For more information, please visit http://www.sccfcu.org.

Media Contact:
Marilyn Avalos
Santa Clara County Federal Credit Union
408.282.0782
mavalos@sccfcu.org
http://www.sccfcu.org

Santa Clara County Federal Credit Union Adds Two New Vice Presidents to Leadership Team

County Federal Adds Senior Staff to Credit Union As Part of Ongoing Commitment To Extend Superior Services to Members.

San Jose, CA, USA — The Santa Clara County Federal Credit Union (http://www.sccfcu.org) today announced the expansion of its leadership team with the addition of two new Vice Presidents:

Carol Presar is the new Vice President of Learning & Talent Development with responsibility for employee training and human resources support. Carol has an extensive background in developing operational policies and procedures, instructional design, and enterprise-wide talent development. She previously worked with 1st Franklin/Merrill Lynch (now part of Bank of America) and holds a degree in Business Administration.

Steven Naylor is the new County Federal Vice President of IT Infrastructure. Steve has two decades of IT experience, including financial systems design and management. He comes to County Federal from Technology Credit Union and holds a bachelor’s degree from San Jose State University as well as a Business degree from West Valley Mission College.

“The success of any credit union hinges on the quality of service to its members, and as part of our commitment to our members, we seek out corporate leaders who share our vision and dedication to excellence,” said Rebecca Reynolds Lytle, President and CEO of County Federal. “As our new Vice Presidents, Carol and Steve bring extensive experience and fresh expertise to help County Federal enhance our member services and improve the membership experience. We are delighted to welcome these credit union veterans to the County Federal family.”

About Santa Clara County Federal Credit Union
For more than 65 years Santa Clara County Federal Credit Union has been helping county, city, and school employees and affiliated organizations with financial services to help them realize their dreams. In addition to maintaining a passionate commitment to provide knowledgeable financial solutions to its members, County Federal also maintains an extensive community outreach program, providing educational support through its scholarship program and dedicating time and resources to a variety of regional non-profit organizations. County Federal offers a comprehensive line of financial products and preferred rates and is committed to empowering, enriching and enhancing members’ financial lives.

For more information, please visit http://www.sccfcu.org.

Media Contact:
Sandy Roque
Santa Clara County Federal Credit Union
408.282.0722
sroque@sccfcu.org
http://www.sccfcu.org

Key Challenges Remain for the Application of Deep Learning and Artificial Intelligence in Finance

Edgar Perez, author of The AI Breakthrough, How Artificial Intelligence is Advancing Deep Learning and Revolutionizing Your World, and former strategy consultant with McKinsey, partnering with Terrapinn Training in 3-Day Masterclass in Deep Learning in London, Dubai, New York and Singapore.

New York City, NY, USA — While many industries susceptible to automation already been widely adopting Deep Learning, its application has only been growing recently in financial trading. While it is true that asset managers of all sizes are recruiting every Deep Learning professional they can contact, it is also true that traditional alphas are getting very hard to make money on; in fact, Deep Learning is not making a substantive difference, yet.

Investment firms today are looking for information in new data sources like shipping receipts, customer feedback on Twitter, speeches by federal reserve members (even attempting to categorize the tone or word selection in these speeches), and literally anything under the sky. Most of this data is unstructured and there is very little precedence to it. It would be close to impossible to make simple predictive models. Deep Learning has been used to take a lot of unlabeled data and successfully learn the structure. That will help to improve the accuracy of their models.

For Edgar Perez, author of The AI Breakthrough, Knightmare on Wall Street and The Speed Traders, the advancement of deep learning will impact financial trading in the near-term future. Some firms are using Convolutional Neural Networks (CNNs) to analyze trading charts to see if they can identify patterns in stock trading charts; other firms are using Deep Reinforcement Learning (Deep Q Learning) to analyze the optimal times to trade. Ultimately, “the application of deep learning in trading will be second nature,” says Perez; he is a well-known international futurist, artificial intelligence and deep learning speaker who currently offers the world’s first Deep Learning workshop for Fortune 500 firms and private equity groups.

RECENT TESTIMONIALS
• “Thanks for the great work training our employees. You really made a difference!” Global Chief Information Security Officer
• “After working with a number of vendors, we found your team to be in a qualitatively different level. By that I speak to your deep expertise and exemplary professionalism.” Divisional Chief Information Officer
• “The team that Edgar has assembled is top-notch. There are no words to express our satisfaction with your high-quality delivery.” Member of the Board of Directors
• “The program provides a comprehensive approach for any organization to lead in cybersecurity readiness.” IT Coordinator

ABOUT THE AI BREAKTHROUGH
Artificial intelligence has been referred as the general ability of a digital computer or computer-controlled robot to perform tasks commonly associated with intelligent beings. The term has indeed been frequently applied to the project of developing systems endowed with the intellectual processes characteristic of humans, such as the ability to reason, generalize, discover meaning, or learn from past experiences. Since the development of the digital computer in the 1940s, it has been demonstrated that computers can be programmed to carry out very complex tasks with great proficiency. Still, despite continuing advances in computer processing speed and memory capacity, there are as yet no programs that can match human flexibility over wider domains or in tasks requiring much everyday knowledge.

In 1945, British logician and computer pioneer Alan Turing predicted that computers would one day play very good chess. Just over 50 years later, in 1997, Deep Blue, a chess computer built by IBM beat the reigning world champion, Garry Kasparov, in a six-game match. Since then, a number of programs have attained the performance levels of human experts and professionals in performing certain specific tasks, so that artificial intelligence is now found in applications as diverse as medical diagnosis, computer search engines, and voice or handwriting recognition.

Indeed, deep learning has enabled many practical applications of machine learning and by extension the overall field of artificial intelligence. Deep learning breaks down tasks in ways that makes all kinds of machine aids seem possible, even likely. Driverless cars, better image recognition, even better movie recommendations, are all here today. Artificial intelligence is the present and the future.

The AI Breakthrough, How Artificial Intelligence is Advancing Deep Learning and Revolutionizing Your World, will provide a comprehensive review of the artificial intelligence breakthroughs of today and tomorrow and how these advancements will impact businesses and the human race in general for years to come.

ABOUT EDGAR PEREZ
Mr. Edgar Perez is a published author, keynote speaker, business consultant for billion-dollar private equity and hedge funds and Council Member at the Gerson Lehrman Group, Guidepoint Global Advisors, Research International and Internal Consulting Group, with subject matter expertise in artificial intelligence and deep learning, cyber security and financial regulation (Dodd-Frank Act).

He is author of The AI Breakthrough, How Artificial Intelligence is Advancing Deep Learning and Revolutionizing Your World (2018), Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets (2013), and The Speed Traders, An Insider’s Look at the New High-Frequency Trading Phenomenon That is Transforming the Investing World, published in English by McGraw-Hill Inc. (2011), Published in Mandarin by China Financial Publishing House (2012), and Investasi Super Kilat, published in Bahasa Indonesia by Kompas Gramedia (2012).

Mr. Perez has been interviewed on CNN’s Quest Means Business, CNBC’s Squawk on the Street, Worldwide Exchange, Cash Flow and Squawk Box, FOX BUSINESS’s Countdown to the Closing Bell and After the Bell, Bloomberg TV’s Market Makers, CNN en Español’s Dinero, Petersburg – Channel 5, Sina Finance, BNN’s Business Day, CCTV China, Bankier.pl, TheStreet.com, Leaderonomics, GPW Media, Channel NewsAsia’s Business Tonight and Cents & Sensibilities. In addition, Mr. Perez has been featured on Sohu, News.Sina.com, Yicai, eastmoney, Caijing, ETF88.com, 360doc, AH Radio, CNFOL.com, CITICS Futures, Tongxin Securities, ZhiCheng.com, CBNweek.com, Caixin, Futures Daily, Xinhua, CBN Newswire, Chinese Financial News, ifeng.com, International Finance News, Finance.QQ.com, hexun.com, Finance.Sina.com, The Korea Times, The Korea Herald, The Star, The Malaysian Insider, BMF 89.9, iMoney Hong Kong, CNBC, Bloomberg Hedge Fund Brief, The Wall Street Journal, The New York Times, Dallas Morning News, Valor Econômico, FIXGlobal Trading, TODAY Online, Oriental Daily News and Business Times.

Mr. Perez has addressed thousands of top executives around the world through keynote speeches and corporate training programs on artificial intelligence, deep learning, cybersecurity and financial trading. He has presented in Beijing, Chicago, Hong Kong, Kiev, Kuala Lumpur, Lima, London, Miami, Naples, New York, Santiago, Sao Paulo, Seoul, Shanghai, Singapore, Stockholm and Warsaw, among other global capitals. He contributes to The New York Times and China’s International Finance News and Sina Finance.

Mr. Perez has presented to the Council on Foreign Relations, Vadym Hetman Kyiv National Economic University (Kiev), Quant Investment & HFT Summit APAC (Shanghai), U.S. Securities and Exchange Commission (Washington DC), CFA Singapore, Hong Kong Securities Institute, Courant Institute of Mathematical Sciences at New York University, University of International Business and Economics (Beijing), Hult International Business School (Shanghai) and Pace University (New York), among other public and private institutions. In addition, Mr. Perez has spoken at a number of global conferences, including Cyber Security World Conference (New York), Inside Market Data (Chicago), Emerging Markets Investments Summit (Warsaw), CME Group’s Global Financial Leadership Conference (Naples Beach, FL), Harvard Business School’s Venture Capital & Private Equity Conference (Boston), High-Frequency Trading Leaders Forum (New York, Chicago), MIT Sloan Investment Management Conference (Cambridge), Institutional Investor’s Global Growth Markets Forum (London), Technical Analysis Society (Singapore), TradeTech Asia (Singapore), FIXGlobal Face2Face (Seoul) and Private Equity Convention Russia, CIS & Eurasia (London).

Mr. Perez was a vice president at Citigroup, a senior consultant at IBM, and a strategy consultant at McKinsey & Co. in New York City. Previously, he managed Operations and Technology for Peruval Finance. Mr. Perez has an undergraduate degree in Systems Engineering from Universidad Nacional de Ingeniería, Lima, Peru (1994), a Master of Administration from Universidad ESAN, Lima, Peru (1997) and a Master of Business Administration from Columbia Business School, New York, with a dual major in Finance and Management (2002). He belongs to the Beta Gamma Sigma honor society. Mr. Perez is an accomplished salsa and hustle dancer and resides in the New York City area.

Media Contact:
Julia Petrova
Media Relations Coordinator
The Speed Traders
+1-414-FORUMS0
jpetrova@thespeedtraders.com
http://www.mredgarperez.com

Equities First Holdings, LLC Repatriates IQE plc Transaction, Returns All Underlying Collateral To Borrower

EFH Concludes Another Successful Financing Transaction, Returning Collateral Valued at More Than £20 Million.

London, UK — Equities First Holdings, LLC (EFH), a global lender and a leader in shareholder financing solutions, is pleased to announce that Dr. Drew Nelson, chief executive of IQE plc, has concluded a financing agreement into which he entered with EFH in 2014.

EFH has returned all underlying collateral to Dr. Nelson, which at repatriation are valued at more than £23.5 million, a 780% increase in value from when the transaction was executed in October 2014.

Background on the transaction
On 14 October 2014, IQE notified the AIM market that Dr. Nelson had pledged 18 million shares to EFH in return for a cash loan of £1.865m. The proceeds were used to purchase additional shares of IQE and satisfy tax and National Insurance payable on the exercise of share options. The 18 million shares were worth £23,580,000 at repayment.

“This is exactly what Equities First is here to do for its clients,” said EFH Founder and CEO Al Christy, Jr. “By offering market-leading terms at a fair margin and a fixed three-year timeframe, EFH borrowers can access capital against their stock to meet immediate capital needs without forfeiting future economic opportunity. For the past 15 years EFH has delivered these types of opportunities to clients around the globe, and we look forward to continuing to serve our clients in the years to come.”

Background on EFH loan structures
EFH is a specialist lender which provides competitive value cash loans to publicly quoted company shareholders collateralised by portions of their holdings. The loan term is typically three years, which allows EFH to manage the position for value over a reasonable time frame. EFH contractually pledges not to lend out or short sell during that time, and all market activities are executed to have no impact on stock price or trading volumes.

When the loan matures and is repaid, EFH returns the shares, allowing the borrower to keep all the upside growth in the share price during the period. The loans are non-recourse, which means that the borrower does not provide security in respect to their other assets.

“Clients in the U.K. and Europe have accessed funding from EFH for a wide range of purposes,” said Jeff Smith, Senior Managing Director of Equities First Holdings, LLC. “The key for them is the ability to retain their interest in the underlying shares and full exposure to any upside. EFH has a perfect track record of returning borrower collateral on maturity and repayment, regardless of how much the shares have increased in value.”

“On the back of arrangements such as these, EFH has seen attractive growth in the European markets, led through our London office,” continued Christy. “As European clients become increasingly familiar with the EFH methodology we expect to see a further increase in the number of transactions we conduct here.”

About Equities First Holdings
Since 2002, Equities First Holdings, LLC has provided clients with innovative financing solutions, supplying capital against publicly traded stock to enable clients to meet their personal and professional financial goals. EFH provides capital against shares traded on public exchanges around the world while offering clients competitive loan-to-value rates and low costs of capital. Over the past 5 years, EFH has completed more than 500 transactions and deployed more than $1.4 billion (USD) to clients across the globe.

EFH is a global company with offices in 10 countries, including wholly owned subsidiaries Equities First (London) Limited, Equities First Holdings Hong Kong Limited, Equities First Holdings Singapore Limited, and Equities First Holdings (Australia) Pty Ltd. For more information, visit http://www.equitiesfirst.com.

DISCLAIMER
This release is intended for professional investors use only, and does not constitute an offer, stated or implied, of any type. Equities First Holdings, LLC and all of its subsidiaries work exclusively with individuals classified as Professional or sophisticated investors. The Equities First Holdings platform is not intended for retail investors.

Contacts

Media Enquiries – Brandon Russell, +1 317 429 3500
media@equitiesfirst.com

Other Enquiries
info@equitiesfirst.com

Banks Tighten Commercial Real Estate Lending and Interest Rate Hikes Are on the Horizon Says the Fed; Opens Window of Opportunity for Alternative Financing

Ascend Capital Partners steps in to fill the void, says Managing Partner Eric Fedewa.

Washington, DC, USA — Federal Reserve Bank Chair Janet Yellen testified that the Fed will likely continue its plans to implement federal funds rate hikes and balance sheet normalization measures in order to gradually raise short and long-term interest rates.

This, along with the May release of the Fed’s senior loan officer survey, highlights a “closing window of opportunity for affordable financing from commercial lenders,” according to Eric Fedewa, Ascend Capital Partners Managing Partner. The senior loan officer survey indicates that there will be a tightening in traditional lending practices for the commercial real estate sector.

With these factors in mind, Fedewa said Ascend Capital Partners can fill some of the void in traditional financing for commercial real estate by offering financing alternatives such as inexpensive institutional debt, bridge financing, and equity.

“The Fed’s May report concurs with the tightening trends we’ve been observing this year in traditional lending for commercial loans. The need for alternative financing is clear,” said Fedewa.

“The tightening of traditional lending sources comes at an inopportune time for investors as the new administration is trying to heat up the U.S. economy,” said Fedewa, noting that a tightening of monetary policies on behalf of the Fed could raise lending costs for alternative and traditional lenders alike.

“The strengthening economy is creating demand, yet traditional financing practices have tightened. Unfortunately, the window in which alternative lending sources can provide inexpensive financing could be limited as potential Fed rate hikes loom on the horizon,” he said.

Ascend Capital Partners has expanded its financial service offerings and added several new offices with strong teams of financial experts in prime market areas.

“We’ve expanded our Washington, DC area headquarters and are adding offices in Boston, New York City, Sarasota, Florida, Austin, and San Francisco. We’ve added new professionals to the D.C. team who are all top performers in their fields and can provide a broad range of services to our present and prospective clients,” he said.

“We’re not only assisting our customers with financing, but we also offer consulting and strategic advisory services,” said Anne Brensley, an attorney by trade who heads up the firm’s advisory business:

Brensley has been successfully facilitating financial deals, directly providing equity, and consulting on complex real estate matters for the past ten years.

“We’ve been able to assist in changing government attitudes towards projects, walking developers through rezoning issues, and helping owners ‘right-size’ their capital structure. Ascend has seen an unaddressed need for bridge funding with EB-5 projects, and we’ve helped our clients utilize an array of specialized funding vehicles to get their projects completed,” she said.

Ascend Capital Partners provides financing options as well as advisors in several different areas of the commercial real estate financial sector.

For instance, Fedewa and Jud Villa worked together in Florida funding commercial loans. Villa is also an expert in single family home, “fix and flip, and fix and hold” deals. “We have so many ways to assist our borrower/clients, but helping them make smart choices and matching them up with financing,” said Villa.

Rob Merkle and Vince Lane round out the Ascend commercial real estate team. Lane has been a real estate developer, and also has expertise in high tech and international business. He splits time between Austin and San Francisco. Merkle heads up the New York City office, where he has worked for years and overseen billions of dollars in deals in and around Manhattan.

In college, Merkle played football for The University of Notre Dame. He said: “I know about teams, and this is a great one. We cover some of the most dynamic markets in the country, and our people are aggressive and seasoned professionals.”

“In markets like San Francisco and Austin, there’s a huge need for the type of innovative and alternative financing that Ascend offers. Banks are not lending, but we’re picking up the slack,” said Lane.

“We have sources which include debt funds, private equity, hedge funds, and our own managed funds,” said Fedewa. “With our decades of expertise, we will assist in finding the most efficient capital stack for your project.”

For inquiries or information about Ascend Capital Partners financing and advisory services, visit the new website — http://www.ascendcapp.com — or call: (703) 982-0609.

Media Contact:
Eric Fedewa
Ascend Capital Partners
703-982-0609
eric@ascendcapp.com
http://www.ascendcapp.com

Equities First Holdings, LLC Demonstrates Viability of Securities-Based Lending with 15 Years of Success

Patience and discipline differentiate EFH from other lenders in the industry.

Indianapolis, IN, USA — Equities First Holdings, LLC (EFH), a provider of alternative shareholder financing, celebrates 15 years of success this month. The vision of founder and CEO Al Christy, Jr., EFH has successfully completed more than 700 transactions and delivered nearly $1 billion USD to clients over the past 4 years. Christy credits his success to hard-won experience, patience, and the discipline of conforming to his own tested loan and investment guidelines.

EFH continues to expand thanks to an investment model that takes advantage of the natural, organic cycles in the market. Before launching EFH in 2002, Christy spent years studying market patterns and using his own funds to test loan and investment strategies. Over time, he developed a methodology that has continued to yield returns for EFH and provide low cost capital for clients:

1. Discipline – Success relies on staying within the boundaries of the EFH model. EFH applies its own rules and guidelines tested over time, and does not deviate from the model.
2. Integrity – EFH is committed to always doing the right thing the right way. That commitment continues to serve the firm and its clients in an industry under close scrutiny by regulatory agencies, and was the genesis for EFH’s mantra – a higher level of lending.
3. Patience – Success takes time. Since the market must be allowed to complete its natural cycle in order for reward to follow risk, EFH builds patience into the terms of its deals to help maximize returns and success.

“Securities-based lending is not a new or untested concept,” said Christy. “It is a long-standing financial tool used by companies, governments, and financial institutions every day. And while securities-based lending may be offered by financial planners, investment advisers, banks, and others as a viable option for clients to raise capital, very few financial institutions, including large commercial banks, can offer non-recourse features or loans with a low cost of funds. We have a successful track record because we live and breathe equities-based lending every day.”

EFH has been able to expand its business model to eight markets. Christy has determined that market performance and the motivations of people who drive those markets is universal, and the same practices and disciplines that are successful in the U.S. are successful overseas as well.

About Equities First Holdings
Since 2002, Equities First Holdings, LLC has provided clients with alternative financing solutions, supplying capital against publicly traded stock to enable clients to meet their personal and professional financial goals. EFH provides capital against shares traded on public exchanges around the world while offering clients competitive loan-to-value rates and low costs of capital. The company has completed more than 700 transactions since its inception, and deployed nearly $1 billion to clients over the past 4 years alone.

EFH is a global company with offices in nine countries, including wholly owned subsidiaries Equities First (London) Limited, Equities First Holdings Hong Kong Limited, Equities First Holdings Singapore Limited, and Equities First Holdings (Australia) Pty Ltd. For more information, visit http://www.equitiesfirst.com.

DISCLAIMER
This release is intended for Professional Investors use only, and does not constitute an offer, stated or implied, of any type. Equities First Holdings, LLC and all of its subsidiaries work exclusively with individuals classified as Professional or sophisticated investors. The Equities First Holdings platform is not intended for Retail investors.

Media Contact:
Brandon Russell
+1-317-429-3500
media@equitiesfirst.com

Other Enquiries:
info@equitiesfirst.com

Avoid Google Docs Phishing with Cyber Security Awareness Training for Boards, CEOs and Employees

Edgar Perez, author of Knightmare on Wall Street and The Speed Traders, provides essential cyber security awareness training to reduce the risk that employees and partners can fall victim to sophisticated phishing or social engineering methods and unknowingly serve as entry points into the firm’s information and data systems.

New York City, NY, USA — An unusually sophisticated identity phishing campaign that targeted Gmail users and sought to gain control of their entire email histories was revealed by Google last week.

The worm, which arrived in users’ inboxes posing as an email from trusted contacts, asked users to check out an attached “Google Docs,” or GDocs, file. Clicking on the link took them to a real Google security page, where users were asked to give permission for the fake app, posing as GDocs, to manage users’ email account. To make matters worse, the worm also sent itself out to all of the affected users’ contacts reproducing itself hundreds of times any time a single user fell for it.

While the worm caused havoc for millions of users because of its unusually sophisticated construction, firms that trusted cybersecurity expert and trainer Edgar Perez would have been spared the expensive and embarrassing experience of having their information compromised. Mr. Perez’s programs target boards, CEOs and employees and turns them into the company’s first line of defense. For more information about public and in-house programs, please visit http://www.MrEdgarPerez.com.

Edgar Perez, author of The Speed Traders (http://www.thespeedtraders.com) and Knightmare on Wall Street (http://www.knightmareonwallstreet.com), is a recognized futurist, keynote speaker and director of programs targeted at board members, chief executive officers and senior executives looking for new ways to gain and maintain a competitive business advantage.

SPEAKER’S KEYNOTE TOPICS

• The Importance of the Cybersecurity Framework for Directors and CEOs
• Establishing or Improving a Cybersecurity Program
• Social Engineering: The “Weakest Human Link” in Cybersecurity
• Finance in the New Global Economy
• The Present and Future of High-Frequency Trading
• The Impact of Brexit in the U.K and the World
• The Biggest Risks for Financial Markets
• Blockchain and its impact on Finance
• China: To Rebalance or Not to Rebalance

SPEAKER’S RECENT TESTIMONIALS

• “I would like to show my appreciation on your willingness to share your insights about cybersecurity. We would certainly have you in mind as we move forward to deal with this very important issue.” Nik Hasyudeen, former President of the Malaysian Institute of Accountants (Malaysia)

• “Your presentation was the real highlight of the Emerging Markets Investments Summit. You clearly have the connections in the industry and are very well connected.” Alex Ritson, BBC News Presenter at The Newsroom, World Business Report and Business Matters (United Kingdom)

• “It was such a pleasure to have you participate in our conference. The feedback was great and the information you shared with the audience was invaluable. Once again, thank you for your contribution in making the event a success.” Holly Chudzy, Corporate Events Coordinator, Peters & Co. (Canada)

ABOUT EDGAR PEREZ
Mr. Edgar Perez is a published author, business consultant for billion-dollar private equity and hedge funds and Council Member at the Gerson Lehrman Group, Guidepoint Global Advisors and Research International, with subject matter expertise in cyber security, investing, trading, financial regulation (Dodd-Frank Act) and market structure.

He is author of Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets (2013), and The Speed Traders, An Insider’s Look at the New High-Frequency Trading Phenomenon That is Transforming the Investing World, published in English by McGraw-Hill Inc. (2011), Published in Mandarin by China Financial Publishing House (2012), and Investasi Super Kilat, published in Bahasa Indonesia by Kompas Gramedia (2012).

Mr. Perez is course director of Cybersecurity Boardroom Workshop, How Boards of Directors and CXOs Can Build the Proper Foundation to Address Today’s Information Security Challenges, and The Speed Traders Workshop, How High Frequency Traders Leverage Profitable Strategies to Find Alpha in Equities, Options, Futures and FX; he has presented his workshops in Singapore, Hong Kong, Sao Paulo, Seoul, Kuala Lumpur, Warsaw, Kiev, New York, Singapore, Beijing, Shanghai. He contributes to The New York Times and China’s International Finance News and Sina Finance.

Mr. Perez has presented to the Council on Foreign Relations, Vadym Hetman Kyiv National Economic University (Kiev), Quant Investment & HFT Summit APAC (Shanghai), U.S. Securities and Exchange Commission (Washington DC), CFA Singapore, Hong Kong Securities Institute, Courant Institute of Mathematical Sciences at New York University, University of International Business and Economics (Beijing), Hult International Business School (Shanghai) and Pace University (New York), among other public and private institutions. In addition, Mr. Perez has spoken at a number of global conferences, including Cyber Security World Conference (New York), Inside Market Data (Chicago), Emerging Markets Investments Summit (Warsaw), CME Group’s Global Financial Leadership Conference (Naples Beach, FL), Harvard Business School’s Venture Capital & Private Equity Conference (Boston), High-Frequency Trading Leaders Forum (New York, Chicago), MIT Sloan Investment Management Conference (Cambridge), Institutional Investor’s Global Growth Markets Forum (London), Technical Analysis Society (Singapore), TradeTech Asia (Singapore), FIXGlobal Face2Face (Seoul) and Private Equity Convention Russia, CIS & Eurasia (London).

Mr. Perez has been interviewed on CNN’s Quest Means Business, CNBC’s Squawk on the Street, Worldwide Exchange, Cash Flow and Squawk Box, FOX BUSINESS’s Countdown to the Closing Bell and After the Bell, Bloomberg TV’s Market Makers, CNN en Español’s Dinero, Petersburg – Channel 5, Sina Finance, BNN’s Business Day, CCTV China, Bankier.pl, TheStreet.com, Leaderonomics, GPW Media, Channel NewsAsia’s Business Tonight and Cents & Sensibilities. In addition, Mr. Perez has been featured on Sohu, News.Sina.com, Yicai, eastmoney, Caijing, ETF88.com, 360doc, AH Radio, CNFOL.com, CITICS Futures, Tongxin Securities, ZhiCheng.com, CBNweek.com, Caixin, Futures Daily, Xinhua, CBN Newswire, Chinese Financial News, ifeng.com, International Finance News, Finance.QQ.com, hexun.com, Finance.Sina.com, The Korea Times, The Korea Herald, The Star, The Malaysian Insider, BMF 89.9, iMoney Hong Kong, CNBC, Bloomberg Hedge Fund Brief, The Wall Street Journal, The New York Times, Dallas Morning News, Valor Econômico, FIXGlobal Trading, TODAY Online, Oriental Daily News and Business Times.

Mr. Perez was a vice president at Citigroup, a senior consultant at IBM, and a strategy consultant at McKinsey & Co. in New York City. Previously, he managed Operations and Technology for Peruval Finance. Mr. Perez has an undergraduate degree in Systems Engineering from Universidad Nacional de Ingeniería, Lima, Peru (1994), a Master of Administration from Universidad ESAN, Lima, Peru (1997) and a Master of Business Administration from Columbia Business School, New York, with a dual major in Finance and Management (2002). He belongs to the Beta Gamma Sigma honor society. Mr. Perez is an accomplished salsa and hustle dancer and resides in the New York City area.

Media Contact:
Julia Petrova
Media Relations Coordinator
The Speed Traders
+1-414-FORUMS0
jpetrova@thespeedtraders.com
http://www.mredgarperez.com

Equities First (London) Limited — UK Transaction Update and 15th Anniversary Statistics for Parent Company

London, UK — Equities First Holdings, LLC (EFH), a global provider of shareholder financing, confirms it has returned all shares used as collateral as part of a loan agreement with Joel Leonoff, chief executive of Paysafe plc as announced by the company on 24 March, 2017 (Details Here). Mr. Leonoff entered into the loan in March 2014 and has repaid his loan in full.

Since establishing its London office in 2013, EFH has carried out more than [£45MN] of shareholder loans to Professional Investors. The Paysafe plc transaction is the second public repatriation of shares — following a full repayment by Andrew Newland, CEO of Angle plc on 27 October, 2016 (Details Here). There are currently a portfolio of publicly announced or privately transacted UK loan agreements on the EFH books and discussions continue with other potential clients in the UK and throughout Europe.

“We are very pleased with the progress made by our London office, which is spearheading our commitment of US$100m of further investment for lending to the European Professional market in general,” said EFH founder and CEO, Al Christy, Jr.

Meanwhile, EFH — which is based in the USA — has announced in the month of its 15th anniversary that it has successfully completed more than 700 transactions since its inception and delivered in excess of US$1 billion to clients in the past four years alone.

EFH (http://www.equitiesfirst.com) continues global expansion — with 9 offices in the USA, Europe, the Far East and Australia — thanks to an investment model that takes advantage of natural, organic cycles in the market.

“Securities-based lending is a long-standing financial tool used by companies, governments, and individuals every day,” said Christy. “But very few financial institutions, including large commercial banks, can offer non-recourse features or loans with a low cost of funds. We have a successful track record because we live and breathe equities-based lending every day.”

Equities First (London) Limited is authorised and regulated by the Financial Conduct Authority of the United Kingdom, register number 605564.

Media Contact:
Brandon Russell
+1-866-507-9160
media@equitiesfirst.com

Spotlight on Cybersecurity in New York and Singapore With Top Cyber Security Speaker Edgar Perez

Edgar Perez, author of The Speed Traders and Knightmare on Wall Street, has partnered with Terrapinn Training for 3-Day Masterclass in Cybersecurity to bring key insights for CEOs and board members in New York and Singapore on cyber security.

New York City, NY, USA — Mr. Edgar Perez, author of Knightmare on Wall Street and The Speed Traders, returns to New York and Singapore with his insightful analysis and prescriptions for organizations to thrive in today’s information-driven economy.

In addition to learning how to better prepare their organizations to face today’s cybersecurity challenges, participants at Terrapinn Training’s 3-Day Masterclass Cybersecurity (http://www.terrapinntraining.com/training/826/3-Day-Masterclass-in-Cybersecurity) will:

• Gain a comprehensive understanding of cybersecurity and its key aspects
• Get to grips with various cybersecurity testing methods
• Learn valuable system administration techniques for executives
• Discover how to establish or improve your cybersecurity program
• Consider how the “weak human link” can become the organization’s greatest strength
• Understand the four components of the cyber preparedness continuum

Edgar Perez (http://www.mredgarperez.com), author of The Speed Traders and Knightmare on Wall Street, is a recognized futurist, keynote speaker and director of programs targeted at board members, chief executive officers and senior executives looking for new ways to gain and maintain a competitive business advantage.

SPEAKER’S RECENT TESTIMONIALS

• “Your presentation was the real highlight of the Emerging Markets Investments Summit. You clearly have the connections in the industry and are very well connected.” Alex Ritson, BBC News Presenter at The Newsroom, World Business Report and Business Matters (United Kingdom)

• “There is a new day in trading and speed is the key. Edgar Perez is the poster child.” Eugene Steele, Managing Partner, Trading Rooms World Wide (United States)

• “I would like to show my appreciation on your willingness to share your insights about cybersecurity. We would certainly have you in mind as we move forward to deal with this very important issue.” Nik Hasyudeen, former President of the Malaysian Institute of Accountants (Malaysia)

• “Perez illuminates the world of speed.” Brenda Jubin, Contributor, Seeking Alpha (United States)

• “Edgar Perez is THE expert on high-frequency trading.” Liz Claman, Anchor, FOX Business News (United States)

• “It was such a pleasure to have you participate in our conference. The feedback was great and the information you shared with the audience was invaluable. Once again, thank you for your contribution in making the event a success.” Holly Chudzy, Corporate Events Coordinator, Peters & Co. (Canada)

SPEAKER’S KEYNOTE TOPICS

• The Importance of the Cybersecurity Framework for Directors and CEOs
An email embedded with malware. Security systems hacked by thieves. Credit card numbers stolen from store purchases. There’s certainly no shortage of examples when it comes to data security breaches and the havoc they wreak on business. No wonder then that nearly a third of CEOs in KPMG’s latest global survey identified cyber security as the issue having the biggest impact on their companies today. Every organization should apply a Cybersecurity Framework for analyzing cyber security, and ideally it should be integrated into an organization’s existing enterprise risk framework. The key is making it part of the mainstream of risk management within an organization. The most innovative companies today have recognized that cyber security is a customer experience and revenue opportunity, not just a risk that needs to be managed. Mr. Perez will explain why this must done across the entire organization and why the CEO and Board of Directors have the most important role to play.

• The Impact of Brexit in the U.K and the World
Companies inside and outside Britain’s borders have warned that the Brexit decision is affecting their businesses, highlighting how the June vote for the UK to leave the European Union is having wide repercussions. The vote roiled equity markets worldwide and led to a devaluation of sterling amid concerns over a prolonged slowdown in consumer demand. The U.K.’s decision to leave the European Union inflicted an immediate blow on the economy as business activity shrank at its fastest pace since the last recession seven years ago. The International Monetary Fund said that it had become less optimistic on global growth, and warned the damage could worsen if confidence falters among investors and companies, as fears abound over businesses and customers reining in spending during a period of uncertainty for the UK as it negotiates the terms of its exit. Mr. Perez will identify the world economies that will feel the lion’s share of the short and long-term pain to come.

• Establishing or Improving a Cybersecurity Program
The NIST Cybersecurity Framework, which was drafted by the Commerce Department’s National Institute of Standards and Technology (NIST), comprises leading practices from various standards bodies that have proved to be successful when implemented, and it also may deliver regulatory and legal advantages that extend well beyond improved cybersecurity for organizations that adopt it early. Its adoption may prove advantageous for businesses across virtually all industries. Mr. Perez will explain why a proper Cybersecurity Program will build on the analysis of the possible areas of concern, an understanding of the company’s most critical assets, and a thorough review of Information Technology’s policies and procedures when faced with cybercrime.

• Finance in the New Global Economy
Until quite recently, globalization was seen as a one-way street. Multinationals, which led the charge four decades or so ago into growing global markets, were its ambassadors, and American and European workers, whose wages and upward mobility were flattened, were feeling left out. The core idea was that globalization, technological innovation and unfettered free trade would erase historical and geographic boundaries, making the world ever more economically interconnected and alike. Developed economies would come under more and more competitive pressure from eager upstart nations. Now we are entering a new age of volatility. Financiers will become less important, manufacturers more so. Blue collar jobs will go high tech. Robots will replace Chinese workers. Mr. Perez will discuss why finance stands now in front of its biggest transformation triggered not by any of the financial conglomerates that dominate the world today but by obscure startups that could be working already in garages in Silicon Valley, Shanghai, Kiev or Delhi.

• China: To Rebalance or Not to Rebalance
China’s 12th Five-Year Guideline in 2011 included efforts to rebalance its economy, shifting emphasis from investment towards consumption and development from urban and coastal areas toward rural and inland areas. Flash forward to 2016 and the country is exhibiting massive overcapacity in sectors linked to real estate, steel, cement, coal and construction equipment, zombie businesses continue to undermine the sustainability of China’s growth and exports are declining. At 260% of gross domestic product, the country’s overall debt is approaching danger levels. The world’s second-largest economy is now posting its weakest annual growth in 25 years, 6.9% for 2015. To top it all, $676 billion left China in 2015; with so much overcapacity in China, lack of confidence in the future as monetary policy can change tomorrow, why should people keep money inside China? Why should we bet on China? Mr. Perez will bring the answers you are looking for.

• The Biggest Risks for Financial Markets
Constant regulatory changes and technological evolution have transformed the financial landscape so profoundly since the advent of the first electronic networks in the early 1970s. Regulators around the world are now in a race to respond to the evolution of technology in financial markets and prevent its operational challenges from becoming the biggest risk for financial markets. However, when considering technology and the cyber landscape, errors are bound to happen. Financial services firms are expected to have deployed the most sophisticated defense systems against cyberattacks. Trading firms are expected to have controls in place and invest in the technology to keep up to date. Most companies would realize the need of these investments and honestly attempt to implement them, but their IT departments would soon hit a wall, because of direct involvement from senior management and boards of directors. Compliance actions against those who missed their importance will go a long way toward restoring investor confidence and limiting the impact of the biggest risk for financial markets.

• Blockchain and its impact on Finance
Blockchain technology (the software behind the digital currency, Bitcoin) offers an opportunity to overhaul existing business models, including banking infrastructure, approach to settlements and customer interactions. Now it is only a matter of time before the broader financial services and banking industries shift to blockchain and network-based approaches. The application possibilities are endless, improving the way we hold and transfer secure goods from money to deeds to music to intellectual property. In fact, blockchain, as a pure platform technology, may be able to cut out the middlemen (or middle companies) everywhere, even disrupting other disruptors like Airbnb or Uber. Mr. Perez will explain why the question is not whether network business models supported by blockchain technology will disrupt organizations, but when.

• Social Engineering: The “Weakest Human Link” in Cybersecurity
Social engineering involves tricking your employees into breaching security protocols or giving away information, most often over the telephone or via email. Social engineering exploits human weaknesses rather than technology, preying upon people’s propensity towards trust in particular. Often, these exploits are used to gather information to support a more targeted cyberattack, with the initial forays based on the premise of ‘little and often’ so as not to cause concern. Employees at all levels, including senior executives, are vulnerable. Mr. Perez will explain why by improving employee awareness and introducing simple technical measures, organizations can protect themselves against social engineering techniques and the risk of a cyberattack and its potential impact on business, customers and data.

• The Present and Future of High-Frequency Trading
On May 6, 2010, the Dow Jones Industrial Average plummeted nearly 1,000 points, then its biggest intraday point drop ever. The “Flash Crash” revealed the influence of high-frequency trading to mainstream audiences around the world. In fact, over the past 15 years, the global financial market has fragmented: where there were once three main U.S. exchanges, there are now more than 40 exchanges and alternative trading systems. High-frequency trading companies have largely replaced traditional broker-dealers, using algorithms instead of human traders to make decisions in milliseconds, mostly in response to orders made by other algorithms. Mr. Perez will discuss the benefits brought by technology, making trading faster and more efficient, as well as the potential costs brought upon institutional and retail investors.

ABOUT EDGAR PEREZ
Mr. Edgar Perez is a published author, business consultant for billion-dollar private equity and hedge funds and Council Member at the Gerson Lehrman Group, Guidepoint Global Advisors and Research International, with subject matter expertise in cyber security, investing, trading, financial regulation (Dodd-Frank Act) and market structure.

He is author of Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets (2013), and The Speed Traders, An Insider’s Look at the New High-Frequency Trading Phenomenon That is Transforming the Investing World, published in English by McGraw-Hill Inc. (2011), Published in Mandarin by China Financial Publishing House (2012), and Investasi Super Kilat, published in Bahasa Indonesia by Kompas Gramedia (2012).

Mr. Perez is course director of Cybersecurity Boardroom Workshop, How Boards of Directors and CXOs Can Build the Proper Foundation to Address Today’s Information Security Challenges, and The Speed Traders Workshop, How High Frequency Traders Leverage Profitable Strategies to Find Alpha in Equities, Options, Futures and FX; he has presented his workshops in Singapore, Hong Kong, Sao Paulo, Seoul, Kuala Lumpur, Warsaw, Kiev, New York, Singapore, Beijing, Shanghai. He contributes to The New York Times and China’s International Finance News and Sina Finance.

Mr. Perez has been interviewed on CNN’s Quest Means Business, CNBC’s Squawk on the Street, Worldwide Exchange, Cash Flow and Squawk Box, FOX BUSINESS’s Countdown to the Closing Bell and After the Bell, Bloomberg TV’s Market Makers, CNN en Español’s Dinero, Petersburg – Channel 5, Sina Finance, BNN’s Business Day, CCTV China, Bankier.pl, TheStreet.com, Leaderonomics, GPW Media, Channel NewsAsia’s Business Tonight and Cents & Sensibilities. In addition, Mr. Perez has been featured on Sohu, News.Sina.com, Yicai, eastmoney, Caijing, ETF88.com, 360doc, AH Radio, CNFOL.com, CITICS Futures, Tongxin Securities, ZhiCheng.com, CBNweek.com, Caixin, Futures Daily, Xinhua, CBN Newswire, Chinese Financial News, ifeng.com, International Finance News, Finance.QQ.com, hexun.com, Finance.Sina.com, The Korea Times, The Korea Herald, The Star, The Malaysian Insider, BMF 89.9, iMoney Hong Kong, CNBC, Bloomberg Hedge Fund Brief, The Wall Street Journal, The New York Times, Dallas Morning News, Valor Econômico, FIXGlobal Trading, TODAY Online, Oriental Daily News and Business Times.

Mr. Perez has presented to the Council on Foreign Relations, Vadym Hetman Kyiv National Economic University (Kiev), Quant Investment & HFT Summit APAC (Shanghai), U.S. Securities and Exchange Commission (Washington DC), CFA Singapore, Hong Kong Securities Institute, Courant Institute of Mathematical Sciences at New York University, University of International Business and Economics (Beijing), Hult International Business School (Shanghai) and Pace University (New York), among other public and private institutions. In addition, Mr. Perez has spoken at a number of global conferences, including Cyber Security World Conference (New York), Inside Market Data (Chicago), Emerging Markets Investments Summit (Warsaw), CME Group’s Global Financial Leadership Conference (Naples Beach, FL), Harvard Business School’s Venture Capital & Private Equity Conference (Boston), High-Frequency Trading Leaders Forum (New York, Chicago), MIT Sloan Investment Management Conference (Cambridge), Institutional Investor’s Global Growth Markets Forum (London), Technical Analysis Society (Singapore), TradeTech Asia (Singapore), FIXGlobal Face2Face (Seoul) and Private Equity Convention Russia, CIS & Eurasia (London).

Mr. Perez was a vice president at Citigroup, a senior consultant at IBM, and a strategy consultant at McKinsey & Co. in New York City. Previously, he managed Operations and Technology for Peruval Finance. Mr. Perez has an undergraduate degree in Systems Engineering from Universidad Nacional de Ingeniería, Lima, Peru (1994), a Master of Administration from Universidad ESAN, Lima, Peru (1997) and a Master of Business Administration from Columbia Business School, New York, with a dual major in Finance and Management (2002). He belongs to the Beta Gamma Sigma honor society. Mr. Perez is an accomplished salsa and hustle dancer and resides in the New York City area.

Media Contact:
Julia Petrova
Media Relations Coordinator
The Speed Traders
+1-414-FORUMS0
jpetrova@thespeedtraders.com
http://www.mredgarperez.com

Tesla Passes Ford and GM in Market Value; It Better Boosts Security, Says Cyber Speaker Edgar Perez

Edgar Perez, author of Knightmare on Wall Street and The Speed Traders, partnering with Terrapinn Training to bring key information security insights for CEOs, board members and investors who need to become more educated about cyber security today.

New York City, NY, USA — The record pace of auto sales in the United States is slowing down, leaving investors increasingly bearish on auto stocks. But there is one exception, says The New York Times. Tesla, the electric-vehicle upstart, continues to surge.

Tesla surpassed Ford Motor and General Motors in market value, starkly illustrating the growing gap in investors’ optimism over its future versus the prospects for the traditional carmakers from Detroit. Tesla’s chief executive, Elon Musk, has shattered the conventional wisdom that automakers should be viewed as a stable, reliable investment. Instead, he promotes his California-based company as a dynamic vehicle for growth, despite the risks and challenges ahead of it.

In his vision, Tesla is going to change the world, and is primed to cash in on the two transformative trends in the industry: the shift to electric vehicles as part of a broader societal move to cleaner energy, and the advent of automated driving. Yet, despite Tesla’s announcement in 2014 that it was hiring dozens of security researchers to test its cars (about 40 or so employees are now dedicated to information security), researchers at the Chinese firm Tencent revealed serious security issues when they burrowed through the Wifi connection of a Tesla S all the way to its driving systems and remotely activated the moving vehicle’s brakes.

Security problems in Tesla vehicles are bound to continue. In the same way hackers have attacked big and small companies to get ahold of their most critical information, cybercriminals might adapt spear phishing, stealing the driver’s credentials, or ransomware, which is the malicious software that holds computers and systems hostage for money, to work on cars. Tesla better keeps hiring more ethical hackers to further test its systems.

Edgar Perez, author of The Speed Traders and Knightmare on Wall Street, is a recognized global keynote speaker and director of programs targeted at board members, chief executive officers and senior executives looking for new ways to gain and maintain a competitive business advantage. Partnering with Terrapinn Training, Mr. Perez offers the 3-Day Masterclass Cybersecurity for executives to:

• Gain a comprehensive understanding of cybersecurity and its key aspects
• Get to grips with various cybersecurity testing methods
• Learn valuable system administration techniques for executives
• Master the cybersecurity framework and its five core functions
• Discover how to establish or improve your cybersecurity program
• Consider how the “weak human link” can become the organization’s greatest strength
• Understand the four components of the cyber preparedness continuum

SPEAKER’S KEYNOTE TOPICS

• Establishing or Improving a Cybersecurity Program
The NIST Cybersecurity Framework, which was drafted by the Commerce Department’s National Institute of Standards and Technology (NIST), comprises leading practices from various standards bodies that have proved to be successful when implemented, and it also may deliver regulatory and legal advantages that extend well beyond improved cybersecurity for organizations that adopt it early. Its adoption may prove advantageous for businesses across virtually all industries. Mr. Perez will explain why a proper Cybersecurity Program will build on the analysis of the possible areas of concern, an understanding of the company’s most critical assets, and a thorough review of Information Technology’s policies and procedures when faced with cybercrime.

• The Importance of the Cybersecurity Framework for Directors and CEOs
An email embedded with malware. Security systems hacked by thieves. Credit card numbers stolen from store purchases. There’s certainly no shortage of examples when it comes to data security breaches and the havoc they wreak on business. No wonder then that nearly a third of CEOs in KPMG’s latest global survey identified cyber security as the issue having the biggest impact on their companies today. Every organization should apply a Cybersecurity Framework for analyzing cyber security, and ideally it should be integrated into an organization’s existing enterprise risk framework. The key is making it part of the mainstream of risk management within an organization. The most innovative companies today have recognized that cyber security is a customer experience and revenue opportunity, not just a risk that needs to be managed. Mr. Perez will explain why this must done across the entire organization and why the CEO and Board of Directors have the most important role to play.

• The Biggest Risks for Financial Markets
Constant regulatory changes and technological evolution have transformed the financial landscape so profoundly since the advent of the first electronic networks in the early 1970s. Regulators around the world are now in a race to respond to the evolution of technology in financial markets and prevent its operational challenges from becoming the biggest risk for financial markets. However, when considering technology and the cyber landscape, errors are bound to happen. Financial services firms are expected to have deployed the most sophisticated defense systems against cyberattacks. Trading firms are expected to have controls in place and invest in the technology to keep up to date. Most companies would realize the need of these investments and honestly attempt to implement them, but their IT departments would soon hit a wall, because of direct involvement from senior management and boards of directors. Compliance actions against those who missed their importance will go a long way toward restoring investor confidence and limiting the impact of the biggest risk for financial markets.

• The Impact of Brexit in the U.K and the World
Companies inside and outside Britain’s borders have warned that the Brexit decision is affecting their businesses, highlighting how the June vote for the UK to leave the European Union is having wide repercussions. The vote roiled equity markets worldwide and led to a devaluation of sterling amid concerns over a prolonged slowdown in consumer demand. The U.K.’s decision to leave the European Union inflicted an immediate blow on the economy as business activity shrank at its fastest pace since the last recession seven years ago. The International Monetary Fund said that it had become less optimistic on global growth, and warned the damage could worsen if confidence falters among investors and companies, as fears abound over businesses and customers reining in spending during a period of uncertainty for the UK as it negotiates the terms of its exit. Mr. Perez will identify the world economies that will feel the lion’s share of the short and long-term pain to come.

• Finance in the New Global Economy
Until quite recently, globalization was seen as a one-way street. Multinationals, which led the charge four decades or so ago into growing global markets, were its ambassadors, and American and European workers, whose wages and upward mobility were flattened, were feeling left out. The core idea was that globalization, technological innovation and unfettered free trade would erase historical and geographic boundaries, making the world ever more economically interconnected and alike. Developed economies would come under more and more competitive pressure from eager upstart nations. Now we are entering a new age of volatility. Financiers will become less important, manufacturers more so. Blue collar jobs will go high tech. Robots will replace Chinese workers. Mr. Perez will discuss why finance stands now in front of its biggest transformation triggered not by any of the financial conglomerates that dominate the world today but by obscure startups that could be working already in garages in Silicon Valley, Shanghai, Kiev or Delhi.

• China: To Rebalance or Not to Rebalance
China’s 12th Five-Year Guideline in 2011 included efforts to rebalance its economy, shifting emphasis from investment towards consumption and development from urban and coastal areas toward rural and inland areas. Flash forward to 2016 and the country is exhibiting massive overcapacity in sectors linked to real estate, steel, cement, coal and construction equipment, zombie businesses continue to undermine the sustainability of China’s growth and exports are declining. At 260% of gross domestic product, the country’s overall debt is approaching danger levels. The world’s second-largest economy is now posting its weakest annual growth in 25 years, 6.9% for 2015. To top it all, $676 billion left China in 2015; with so much overcapacity in China, lack of confidence in the future as monetary policy can change tomorrow, why should people keep money inside China? Why should we bet on China? Mr. Perez will bring the answers you are looking for.

• Blockchain and its impact on Finance
Blockchain technology (the software behind the digital currency, Bitcoin) offers an opportunity to overhaul existing business models, including banking infrastructure, approach to settlements and customer interactions. Now it is only a matter of time before the broader financial services and banking industries shift to blockchain and network-based approaches. The application possibilities are endless, improving the way we hold and transfer secure goods from money to deeds to music to intellectual property. In fact, blockchain, as a pure platform technology, may be able to cut out the middlemen (or middle companies) everywhere, even disrupting other disruptors like Airbnb or Uber. Mr. Perez will explain why the question is not whether network business models supported by blockchain technology will disrupt organizations, but when.

• Social Engineering: The “Weakest Human Link” in Cybersecurity
Social engineering involves tricking your employees into breaching security protocols or giving away information, most often over the telephone or via email. Social engineering exploits human weaknesses rather than technology, preying upon people’s propensity towards trust in particular. Often, these exploits are used to gather information to support a more targeted cyberattack, with the initial forays based on the premise of ‘little and often’ so as not to cause concern. Employees at all levels, including senior executives, are vulnerable. Mr. Perez will explain why by improving employee awareness and introducing simple technical measures, organizations can protect themselves against social engineering techniques and the risk of a cyberattack and its potential impact on business, customers and data.

• The Present and Future of High-Frequency Trading
On May 6, 2010, the Dow Jones Industrial Average plummeted nearly 1,000 points, then its biggest intraday point drop ever. The “Flash Crash” revealed the influence of high-frequency trading to mainstream audiences around the world. In fact, over the past 15 years, the global financial market has fragmented: where there were once three main U.S. exchanges, there are now more than 40 exchanges and alternative trading systems. High-frequency trading companies have largely replaced traditional broker-dealers, using algorithms instead of human traders to make decisions in milliseconds, mostly in response to orders made by other algorithms. Mr. Perez will discuss the benefits brought by technology, making trading faster and more efficient, as well as the potential costs brought upon institutional and retail investors.

ABOUT KNIGHTMARE ON WALL STREET
Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets, provides a fascinating account of what it took to elevate the firm to the cusp of the retail investing revolution of the late 1990s, to struggle through booms and busts, and to bring the firm down, to end up ultimately being ignominiously bought up by a competitor.

Knight Capital announced a staggering loss of $440 million. What followed after this shocking announcement were several rounds of desperate conversations with a number of vulture players who had smelled opportunity and were readying themselves to pick up bargain-priced pieces. On August 6, 2012, Joyce confirmed that Knight Capital had struck a deal with Jefferies, TD Ameritrade, Blackstone, GETCO, Stephens, and Stifel Financial, staving off collapse days after the trading mishap.

Knightmare on Wall Street, is a thrilling minute-by-minute account of the terrifying hours following Knight Capital’s August 1, 2012 trading debacle, with news-breaking research regarding the firm’s 17 years of tumultuous existence as an independent company. Knightmare on Wall Street is the definitive behind-the-scenes story of Knight Capital.

ABOUT THE SPEED TRADERS
High-frequency traders have been called many things-from masters of the universe and market pioneers to exploiters, computer geeks, and even predators. Everyone in the business of investing has an opinion of speed traders, but how many really understand how they operate? The shadow people of the investing world, today’s high-frequency traders have decidedly kept a low profile-until now. In this title, The Speed Traders, Mr. Perez opens the door to the secretive world of high-frequency trading (HFT). Inside, prominent figures of HFT drop their guard and speak with unprecedented candidness about their trade.

Mr. Perez begins with an overview of computerized trading, which formally began on February 8, 1971, when NASDAQ launched the world’s first electronic market with 2,500 over-the-counter stocks and which has evolved into the present-day practice of making multiple trades in a matter of microseconds. He then picks the brains of today’s top players. John Netto (M3 Capital), Manoj Narang (Tradeworx), and Aaron Lebovitz (Infinium Capital Management) are just a few of the luminaries who decided to break their silence and speak openly to Mr. Perez. Virtually all of the expertise available from the world of speed trading is packed into these pages.

The Speed Traders, published by McGraw-Hill, is the most comprehensive, revealing work available on the most important development in trading in generations. High-frequency trading will no doubt play an ever larger role as computer technology advances and the global exchanges embrace fast electronic access. The Speed Traders explains everything there is to know about how today’s high-frequency traders make millions-one cent at a time.

ABOUT EDGAR PEREZ
Mr. Edgar Perez is a published author, business consultant for billion-dollar private equity and hedge funds and Council Member at the Gerson Lehrman Group, Guidepoint Global Advisors and Research International, with subject matter expertise in cyber security, investing, trading, financial regulation (Dodd-Frank Act) and market structure.

He is author of Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets (2013), and The Speed Traders, An Insider’s Look at the New High-Frequency Trading Phenomenon That is Transforming the Investing World, published in English by McGraw-Hill Inc. (2011), Published in Mandarin by China Financial Publishing House (2012), and Investasi Super Kilat, published in Bahasa Indonesia by Kompas Gramedia (2012).

Mr. Perez is course director of Cybersecurity Boardroom Workshop, How Boards of Directors and CXOs Can Build the Proper Foundation to Address Today’s Information Security Challenges, and The Speed Traders Workshop, How High Frequency Traders Leverage Profitable Strategies to Find Alpha in Equities, Options, Futures and FX; he has presented his workshops in Singapore, Hong Kong, Sao Paulo, Seoul, Kuala Lumpur, Warsaw, Kiev, New York, Singapore, Beijing, Shanghai. He contributes to The New York Times and China’s International Finance News and Sina Finance.

Mr. Perez has presented to the Council on Foreign Relations, Vadym Hetman Kyiv National Economic University (Kiev), Quant Investment & HFT Summit APAC (Shanghai), U.S. Securities and Exchange Commission (Washington DC), CFA Singapore, Hong Kong Securities Institute, Courant Institute of Mathematical Sciences at New York University, University of International Business and Economics (Beijing), Hult International Business School (Shanghai) and Pace University (New York), among other public and private institutions. In addition, Mr. Perez has spoken at a number of global conferences, including Cyber Security World Conference (New York), Inside Market Data (Chicago), Emerging Markets Investments Summit (Warsaw), CME Group’s Global Financial Leadership Conference (Naples Beach, FL), Harvard Business School’s Venture Capital & Private Equity Conference (Boston), High-Frequency Trading Leaders Forum (New York, Chicago), MIT Sloan Investment Management Conference (Cambridge), Institutional Investor’s Global Growth Markets Forum (London), Technical Analysis Society (Singapore), TradeTech Asia (Singapore), FIXGlobal Face2Face (Seoul) and Private Equity Convention Russia, CIS & Eurasia (London).

Mr. Perez has been interviewed on CNN’s Quest Means Business, CNBC’s Squawk on the Street, Worldwide Exchange, Cash Flow and Squawk Box, FOX BUSINESS’s Countdown to the Closing Bell and After the Bell, Bloomberg TV’s Market Makers, CNN en Español’s Dinero, Petersburg – Channel 5, Sina Finance, BNN’s Business Day, CCTV China, Bankier.pl, TheStreet.com, Leaderonomics, GPW Media, Channel NewsAsia’s Business Tonight and Cents & Sensibilities. In addition, Mr. Perez has been featured on Sohu, News.Sina.com, Yicai, eastmoney, Caijing, ETF88.com, 360doc, AH Radio, CNFOL.com, CITICS Futures, Tongxin Securities, ZhiCheng.com, CBNweek.com, Caixin, Futures Daily, Xinhua, CBN Newswire, Chinese Financial News, ifeng.com, International Finance News, Finance.QQ.com, hexun.com, Finance.Sina.com, The Korea Times, The Korea Herald, The Star, The Malaysian Insider, BMF 89.9, iMoney Hong Kong, CNBC, Bloomberg Hedge Fund Brief, The Wall Street Journal, The New York Times, Dallas Morning News, Valor Econômico, FIXGlobal Trading, TODAY Online, Oriental Daily News and Business Times.

Mr. Perez was a vice president at Citigroup, a senior consultant at IBM, and a strategy consultant at McKinsey & Co. in New York City. Previously, he managed Operations and Technology for Peruval Finance. Mr. Perez has an undergraduate degree in Systems Engineering from Universidad Nacional de Ingeniería, Lima, Peru (1994), a Master of Administration from Universidad ESAN, Lima, Peru (1997) and a Master of Business Administration from Columbia Business School, New York, with a dual major in Finance and Management (2002). He belongs to the Beta Gamma Sigma honor society. Mr. Perez is an accomplished salsa and hustle dancer and resides in the New York City area.

Media Contact:
Julia Petrova
Media Relations Coordinator
The Speed Traders
+1-414-FORUMS0
jpetrova@thespeedtraders.com
http://www.mredgarperez.com

Cyber Security Speaker Edgar Perez Keynotes Securities and Exchange Commission’s Annual Conference

Edgar Perez, author of The Speed Traders and Knightmare on Wall Street, partnering with Terrapinn Training in 3-Day Masterclass Cybersecurity to bring key insights for CEOs and board members on cyber security.

New York City, NY, USA — Mr. Edgar Perez, author of The Speed Traders and Knightmare on Wall Street, addressed senior staffers of the U.S. Securities and Exchange Commission (SEC) during the Division of Enforcement’s Market Abuse Unit’s annual conference in Washington DC. The mission of the SEC is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation; the SEC strives to promote a market environment that is worthy of the public’s trust.

Mr. Perez was hosted by Mr. Daniel Hawke, Chief of the Division of Enforcement’s Market Abuse Unit. His unit investigates large-scale market abuses and complex manipulations schemes by institutional traders, market professionals and others. In particular, the unit focuses on many of the high-frequency trading issues discussed in The Speed Traders, Perez’s volume that introduced electronic and high-frequency trading to the general public.

The Market Abuse Unit is part of the Division of Enforcement, which was created in 1972 to consolidate enforcement activities that previously had been handled by the various operating divisions at the Commission’s headquarters in Washington DC. The Commission’s enforcement staff conducts investigations into possible violations of the federal securities laws, and litigates the Commission’s civil enforcement proceedings in the federal courts and in administrative proceedings.

Edgar Perez (http://www.mredgarperez.com), author of The Speed Traders (http://www.thespeedtraders.com) and Knightmare on Wall Street (http://www.knightmareonwallstreet.com), is a recognized keynote speaker and director of programs targeted at board members, chief executive officers and senior executives looking for new ways to gain and maintain a competitive business advantage. He can be reached through Twitter and Weibo.

SPEAKER’S KEYNOTE TOPICS

• The Importance of the Cybersecurity Framework for Directors and CEOs
An email embedded with malware. Security systems hacked by thieves. Credit card numbers stolen from store purchases. There’s certainly no shortage of examples when it comes to data security breaches and the havoc they wreak on business. No wonder then that nearly a third of CEOs in KPMG’s latest global survey identified cyber security as the issue having the biggest impact on their companies today. Every organization should apply a Cybersecurity Framework for analyzing cyber security, and ideally it should be integrated into an organization’s existing enterprise risk framework. The key is making it part of the mainstream of risk management within an organization. The most innovative companies today have recognized that cyber security is a customer experience and revenue opportunity, not just a risk that needs to be managed. Mr. Perez will explain why this must done across the entire organization and why the CEO and Board of Directors have the most important role to play.

• The Impact of Brexit in the U.K and the World
Companies inside and outside Britain’s borders have warned that the Brexit decision is affecting their businesses, highlighting how the June vote for the UK to leave the European Union is having wide repercussions. The vote roiled equity markets worldwide and led to a devaluation of sterling amid concerns over a prolonged slowdown in consumer demand. The U.K.’s decision to leave the European Union inflicted an immediate blow on the economy as business activity shrank at its fastest pace since the last recession seven years ago. The International Monetary Fund said that it had become less optimistic on global growth, and warned the damage could worsen if confidence falters among investors and companies, as fears abound over businesses and customers reining in spending during a period of uncertainty for the UK as it negotiates the terms of its exit. Mr. Perez will identify the world economies that will feel the lion’s share of the short and long-term pain to come.

• Blockchain and its impact on Finance
Blockchain technology (the software behind the digital currency, Bitcoin) offers an opportunity to overhaul existing business models, including banking infrastructure, approach to settlements and customer interactions. Now it is only a matter of time before the broader financial services and banking industries shift to blockchain and network-based approaches. The application possibilities are endless, improving the way we hold and transfer secure goods from money to deeds to music to intellectual property. In fact, blockchain, as a pure platform technology, may be able to cut out the middlemen (or middle companies) everywhere, even disrupting other disruptors like Airbnb or Uber. Mr. Perez will explain why the question is not whether network business models supported by blockchain technology will disrupt organizations, but when.

• The Biggest Risks for Financial Markets
Constant regulatory changes and technological evolution have transformed the financial landscape so profoundly since the advent of the first electronic networks in the early 1970s. Regulators around the world are now in a race to respond to the evolution of technology in financial markets and prevent its operational challenges from becoming the biggest risk for financial markets. However, when considering technology and the cyber landscape, errors are bound to happen. Financial services firms are expected to have deployed the most sophisticated defense systems against cyberattacks. Trading firms are expected to have controls in place and invest in the technology to keep up to date. Most companies would realize the need of these investments and honestly attempt to implement them, but their IT departments would soon hit a wall, because of direct involvement from senior management and boards of directors. Compliance actions against those who missed their importance will go a long way toward restoring investor confidence and limiting the impact of the biggest risk for financial markets.

• Finance in the New Global Economy
Until quite recently, globalization was seen as a one-way street. Multinationals, which led the charge four decades or so ago into growing global markets, were its ambassadors, and American and European workers, whose wages and upward mobility were flattened, were feeling left out. The core idea was that globalization, technological innovation and unfettered free trade would erase historical and geographic boundaries, making the world ever more economically interconnected and alike. Developed economies would come under more and more competitive pressure from eager upstart nations. Now we are entering a new age of volatility. Financiers will become less important, manufacturers more so. Blue collar jobs will go high tech. Robots will replace Chinese workers. Mr. Perez will discuss why finance stands now in front of its biggest transformation triggered not by any of the financial conglomerates that dominate the world today but by obscure startups that could be working already in garages in Silicon Valley, Shanghai, Kiev or Delhi.

• China: To Rebalance or Not to Rebalance
China’s 12th Five-Year Guideline in 2011 included efforts to rebalance its economy, shifting emphasis from investment towards consumption and development from urban and coastal areas toward rural and inland areas. Flash forward to 2016 and the country is exhibiting massive overcapacity in sectors linked to real estate, steel, cement, coal and construction equipment, zombie businesses continue to undermine the sustainability of China’s growth and exports are declining. At 260% of gross domestic product, the country’s overall debt is approaching danger levels. The world’s second-largest economy is now posting its weakest annual growth in 25 years, 6.9% for 2015. To top it all, $676 billion left China in 2015; with so much overcapacity in China, lack of confidence in the future as monetary policy can change tomorrow, why should people keep money inside China? Why should we bet on China? Mr. Perez will bring the answers you are looking for.

• Social Engineering: The “Weakest Human Link” in Cybersecurity
Social engineering involves tricking your employees into breaching security protocols or giving away information, most often over the telephone or via email. Social engineering exploits human weaknesses rather than technology, preying upon people’s propensity towards trust in particular. Often, these exploits are used to gather information to support a more targeted cyberattack, with the initial forays based on the premise of ‘little and often’ so as not to cause concern. Employees at all levels, including senior executives, are vulnerable. Mr. Perez will explain why by improving employee awareness and introducing simple technical measures, organizations can protect themselves against social engineering techniques and the risk of a cyberattack and its potential impact on business, customers and data.

• Establishing or Improving a Cybersecurity Program
The NIST Cybersecurity Framework, which was drafted by the Commerce Department’s National Institute of Standards and Technology (NIST), comprises leading practices from various standards bodies that have proved to be successful when implemented, and it also may deliver regulatory and legal advantages that extend well beyond improved cybersecurity for organizations that adopt it early. Its adoption may prove advantageous for businesses across virtually all industries. Mr. Perez will explain why a proper Cybersecurity Program will build on the analysis of the possible areas of concern, an understanding of the company’s most critical assets, and a thorough review of Information Technology’s policies and procedures when faced with cybercrime.

• The Present and Future of High-Frequency Trading
On May 6, 2010, the Dow Jones Industrial Average plummeted nearly 1,000 points, then its biggest intraday point drop ever. The “Flash Crash” revealed the influence of high-frequency trading to mainstream audiences around the world. In fact, over the past 15 years, the global financial market has fragmented: where there were once three main U.S. exchanges, there are now more than 40 exchanges and alternative trading systems. High-frequency trading companies have largely replaced traditional broker-dealers, using algorithms instead of human traders to make decisions in milliseconds, mostly in response to orders made by other algorithms. Mr. Perez will discuss the benefits brought by technology, making trading faster and more efficient, as well as the potential costs brought upon institutional and retail investors.

ABOUT EDGAR PEREZ
Mr. Edgar Perez is a published author, business consultant for billion-dollar private equity and hedge funds and Council Member at the Gerson Lehrman Group, Guidepoint Global Advisors and Research International, with subject matter expertise in cyber security, investing, trading, financial regulation (Dodd-Frank Act) and market structure.

He is author of Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets (2013), and The Speed Traders, An Insider’s Look at the New High-Frequency Trading Phenomenon That is Transforming the Investing World, published in English by McGraw-Hill Inc. (2011), Published in Mandarin by China Financial Publishing House (2012), and Investasi Super Kilat, published in Bahasa Indonesia by Kompas Gramedia (2012).

Mr. Perez is course director of Cybersecurity Boardroom Workshop, How Boards of Directors and CXOs Can Build the Proper Foundation to Address Today’s Information Security Challenges, and The Speed Traders Workshop, How High Frequency Traders Leverage Profitable Strategies to Find Alpha in Equities, Options, Futures and FX; he has presented his workshops in Singapore, Hong Kong, Sao Paulo, Seoul, Kuala Lumpur, Warsaw, Kiev, New York, Singapore, Beijing, Shanghai. He contributes to The New York Times and China’s International Finance News and Sina Finance.

Mr. Perez has presented to the Council on Foreign Relations, Vadym Hetman Kyiv National Economic University (Kiev), Quant Investment & HFT Summit APAC (Shanghai), U.S. Securities and Exchange Commission (Washington DC), CFA Singapore, Hong Kong Securities Institute, Courant Institute of Mathematical Sciences at New York University, University of International Business and Economics (Beijing), Hult International Business School (Shanghai) and Pace University (New York), among other public and private institutions. In addition, Mr. Perez has spoken at a number of global conferences, including Cyber Security World Conference (New York), Inside Market Data (Chicago), Emerging Markets Investments Summit (Warsaw), CME Group’s Global Financial Leadership Conference (Naples Beach, FL), Harvard Business School’s Venture Capital & Private Equity Conference (Boston), High-Frequency Trading Leaders Forum (New York, Chicago), MIT Sloan Investment Management Conference (Cambridge), Institutional Investor’s Global Growth Markets Forum (London), Technical Analysis Society (Singapore), TradeTech Asia (Singapore), FIXGlobal Face2Face (Seoul) and Private Equity Convention Russia, CIS & Eurasia (London).

Mr. Perez has been interviewed on CNN’s Quest Means Business, CNBC’s Squawk on the Street, Worldwide Exchange, Cash Flow and Squawk Box, FOX BUSINESS’s Countdown to the Closing Bell and After the Bell, Bloomberg TV’s Market Makers, CNN en Español’s Dinero, Petersburg – Channel 5, Sina Finance, BNN’s Business Day, CCTV China, Bankier.pl, TheStreet.com, Leaderonomics, GPW Media, Channel NewsAsia’s Business Tonight and Cents & Sensibilities. In addition, Mr. Perez has been featured on Sohu, News.Sina.com, Yicai, eastmoney, Caijing, ETF88.com, 360doc, AH Radio, CNFOL.com, CITICS Futures, Tongxin Securities, ZhiCheng.com, CBNweek.com, Caixin, Futures Daily, Xinhua, CBN Newswire, Chinese Financial News, ifeng.com, International Finance News, Finance.QQ.com, hexun.com, Finance.Sina.com, The Korea Times, The Korea Herald, The Star, The Malaysian Insider, BMF 89.9, iMoney Hong Kong, CNBC, Bloomberg Hedge Fund Brief, The Wall Street Journal, The New York Times, Dallas Morning News, Valor Econômico, FIXGlobal Trading, TODAY Online, Oriental Daily News and Business Times.

Mr. Perez was a vice president at Citigroup, a senior consultant at IBM, and a strategy consultant at McKinsey & Co. in New York City. Previously, he managed Operations and Technology for Peruval Finance. Mr. Perez has an undergraduate degree in Systems Engineering from Universidad Nacional de Ingeniería, Lima, Peru (1994), a Master of Administration from Universidad ESAN, Lima, Peru (1997) and a Master of Business Administration from Columbia Business School, New York, with a dual major in Finance and Management (2002). He belongs to the Beta Gamma Sigma honor society. Mr. Perez is an accomplished salsa and hustle dancer and resides in the New York City area.

Media Contact:
Julia Petrova
Media Relations Coordinator
The Speed Traders
+1-414-FORUMS0
jpetrova@thespeedtraders.com
http://www.mredgarperez.com

London Speaker Bureau to Represent Cybersecurity and Financial Regulation Visionary Edgar Perez

Edgar Perez, author of The Speed Traders and Knightmare on Wall Street, to provide CEOs, directors and senior managers around the world his insights on the role of finance, technology and geopolitics in innovating and driving performance across organizations of all types.

New York City, NY, USA — Mr. Edgar Perez, author of The Speed Traders and Knightmare on Wall Street, is now being represented by London Speaker Bureau. Mr. Perez is available to speak at forums around the globe on Economics & Finance, Future & Technology, Government & Politics, and Leadership & Motivation. For more information, event managers can visit http://www.londonspeakerbureau.com/speakers/edgar-perez.

London Speaker Bureau is a dynamic organization with a solid global presence. In one recent month they were involved in 161 events held in 85 cities in 31 countries. They are a team of 90 colleagues based across Europe, the Middle East, Africa, Asia and North America, each with a detailed understanding of their region’s economic and governmental scene. Choosing them to help find a speaker will ensure the client’s event or meeting has somebody experienced and world class.

Edgar Perez, author of The Speed Traders and Knightmare on Wall Street, is a recognized keynote speaker and director of programs targeted at board members, chief executive officers and senior executives looking for new ways to gain and maintain a competitive business advantage. He can be reached through Twitter and Weibo.

ABOUT SPEAKER’S KEYNOTE TOPICS

• The Impact of Brexit in the U.K and the World
Companies inside and outside Britain’s borders have warned that the Brexit decision is affecting their businesses, highlighting how the June vote for the UK to leave the European Union is having wide repercussions. The vote roiled equity markets worldwide and led to a devaluation of sterling amid concerns over a prolonged slowdown in consumer demand. The U.K.’s decision to leave the European Union inflicted an immediate blow on the economy as business activity shrank at its fastest pace since the last recession seven years ago. The International Monetary Fund said that it had become less optimistic on global growth, and warned the damage could worsen if confidence falters among investors and companies, as fears abound over businesses and customers reining in spending during a period of uncertainty for the UK as it negotiates the terms of its exit. Mr. Perez will identify the world economies that will feel the lion’s share of the short and long-term pain to come.

• Blockchain and its impact on Finance
Blockchain technology (the software behind the digital currency, Bitcoin) offers an opportunity to overhaul existing business models, including banking infrastructure, approach to settlements and customer interactions. Now it is only a matter of time before the broader financial services and banking industries shift to blockchain and network-based approaches. The application possibilities are endless, improving the way we hold and transfer secure goods from money to deeds to music to intellectual property. In fact, blockchain, as a pure platform technology, may be able to cut out the middlemen (or middle companies) everywhere, even disrupting other disruptors like Airbnb or Uber. Mr. Perez will explain why the question is not whether network business models supported by blockchain technology will disrupt organizations, but when.

• The Biggest Risks for Financial Markets
Constant regulatory changes and technological evolution have transformed the financial landscape so profoundly since the advent of the first electronic networks in the early 1970s. Regulators around the world are now in a race to respond to the evolution of technology in financial markets and prevent its operational challenges from becoming the biggest risk for financial markets. However, when considering technology and the cyber landscape, errors are bound to happen. Financial services firms are expected to have deployed the most sophisticated defense systems against cyberattacks. Trading firms are expected to have controls in place and invest in the technology to keep up to date. Most companies would realize the need of these investments and honestly attempt to implement them, but their IT departments would soon hit a wall, because of direct involvement from senior management and boards of directors. Compliance actions against those who missed their importance will go a long way toward restoring investor confidence and limiting the impact of the biggest risk for financial markets.

• Finance in the New Global Economy
Until quite recently, globalization was seen as a one-way street. Multinationals, which led the charge four decades or so ago into growing global markets, were its ambassadors, and American and European workers, whose wages and upward mobility were flattened, were feeling left out. The core idea was that globalization, technological innovation and unfettered free trade would erase historical and geographic boundaries, making the world ever more economically interconnected and alike. Developed economies would come under more and more competitive pressure from eager upstart nations. Now we are entering a new age of volatility. Financiers will become less important, manufacturers more so. Blue collar jobs will go high tech. Robots will replace Chinese workers. Mr. Perez will discuss why finance stands now in front of its biggest transformation triggered not by any of the financial conglomerates that dominate the world today but by obscure startups that could be working already in garages in Silicon Valley, Shanghai, Kiev or Delhi.

• China: To Rebalance or Not to Rebalance
China’s 12th Five-Year Guideline in 2011 included efforts to rebalance its economy, shifting emphasis from investment towards consumption and development from urban and coastal areas toward rural and inland areas. Flash forward to 2016 and the country is exhibiting massive overcapacity in sectors linked to real estate, steel, cement, coal and construction equipment, zombie businesses continue to undermine the sustainability of China’s growth and exports are declining. At 260% of gross domestic product, the country’s overall debt is approaching danger levels. The world’s second-largest economy is now posting its weakest annual growth in 25 years, 6.9% for 2015. To top it all, $676 billion left China in 2015; with so much overcapacity in China, lack of confidence in the future as monetary policy can change tomorrow, why should people keep money inside China? Why should we bet on China? Mr. Perez will bring the answers you are looking for.

• Social Engineering: The “Weakest Human Link” in Cybersecurity
Social engineering involves tricking your employees into breaching security protocols or giving away information, most often over the telephone or via email. Social engineering exploits human weaknesses rather than technology, preying upon people’s propensity towards trust in particular. Often, these exploits are used to gather information to support a more targeted cyberattack, with the initial forays based on the premise of ‘little and often’ so as not to cause concern. Employees at all levels, including senior executives, are vulnerable. Mr. Perez will explain why by improving employee awareness and introducing simple technical measures, organizations can protect themselves against social engineering techniques and the risk of a cyberattack and its potential impact on business, customers and data.

• The Importance of the Cybersecurity Framework for Directors and CEOs
An email embedded with malware. Security systems hacked by thieves. Credit card numbers stolen from store purchases. There’s certainly no shortage of examples when it comes to data security breaches and the havoc they wreak on business. No wonder then that nearly a third of CEOs in KPMG’s latest global survey identified cyber security as the issue having the biggest impact on their companies today. Every organization should apply a Cybersecurity Framework for analyzing cyber security, and ideally it should be integrated into an organization’s existing enterprise risk framework. The key is making it part of the mainstream of risk management within an organization. The most innovative companies today have recognized that cyber security is a customer experience and revenue opportunity, not just a risk that needs to be managed. Mr. Perez will explain why this must done across the entire organization and why the CEO and Board of Directors have the most important role to play.

• Establishing or Improving a Cybersecurity Program
The NIST Cybersecurity Framework, which was drafted by the Commerce Department’s National Institute of Standards and Technology (NIST), comprises leading practices from various standards bodies that have proved to be successful when implemented, and it also may deliver regulatory and legal advantages that extend well beyond improved cybersecurity for organizations that adopt it early. Its adoption may prove advantageous for businesses across virtually all industries. Mr. Perez will explain why a proper Cybersecurity Program will build on the analysis of the possible areas of concern, an understanding of the company’s most critical assets, and a thorough review of Information Technology’s policies and procedures when faced with cybercrime.

• The Present and Future of High-Frequency Trading
On May 6, 2010, the Dow Jones Industrial Average plummeted nearly 1,000 points, then its biggest intraday point drop ever. The “Flash Crash” revealed the influence of high-frequency trading to mainstream audiences around the world. In fact, over the past 15 years, the global financial market has fragmented: where there were once three main U.S. exchanges, there are now more than 40 exchanges and alternative trading systems. High-frequency trading companies have largely replaced traditional broker-dealers, using algorithms instead of human traders to make decisions in milliseconds, mostly in response to orders made by other algorithms. Mr. Perez will discuss the benefits brought by technology, making trading faster and more efficient, as well as the potential costs brought upon institutional and retail investors.

ABOUT EDGAR PEREZ
Mr. Edgar Perez is a published author, business consultant for billion-dollar private equity and hedge funds and Council Member at the Gerson Lehrman Group, Guidepoint Global Advisors and Research International, with subject matter expertise in cyber security, investing, trading, financial regulation (Dodd-Frank Act) and market structure.

He is author of Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets (2013), and The Speed Traders, An Insider’s Look at the New High-Frequency Trading Phenomenon That is Transforming the Investing World, published in English by McGraw-Hill Inc. (2011), Published in Mandarin by China Financial Publishing House (2012), and Investasi Super Kilat, published in Bahasa Indonesia by Kompas Gramedia (2012).

Mr. Perez is course director of Cybersecurity Boardroom Workshop, How Boards of Directors and CXOs Can Build the Proper Foundation to Address Today’s Information Security Challenges, and The Speed Traders Workshop, How High Frequency Traders Leverage Profitable Strategies to Find Alpha in Equities, Options, Futures and FX; he has presented his workshops in Singapore, Hong Kong, Sao Paulo, Seoul, Kuala Lumpur, Warsaw, Kiev, New York, Singapore, Beijing, Shanghai. He contributes to The New York Times and China’s International Finance News and Sina Finance.

Mr. Perez has presented to the Council on Foreign Relations, Vadym Hetman Kyiv National Economic University (Kiev), Quant Investment & HFT Summit APAC (Shanghai), U.S. Securities and Exchange Commission (Washington DC), CFA Singapore, Hong Kong Securities Institute, Courant Institute of Mathematical Sciences at New York University, University of International Business and Economics (Beijing), Hult International Business School (Shanghai) and Pace University (New York), among other public and private institutions. In addition, Mr. Perez has spoken at a number of global conferences, including Cyber Security World Conference (New York), Inside Market Data (Chicago), Emerging Markets Investments Summit (Warsaw), CME Group’s Global Financial Leadership Conference (Naples Beach, FL), Harvard Business School’s Venture Capital & Private Equity Conference (Boston), High-Frequency Trading Leaders Forum (New York, Chicago), MIT Sloan Investment Management Conference (Cambridge), Institutional Investor’s Global Growth Markets Forum (London), Technical Analysis Society (Singapore), TradeTech Asia (Singapore), FIXGlobal Face2Face (Seoul) and Private Equity Convention Russia, CIS & Eurasia (London).

Mr. Perez has been interviewed on CNN’s Quest Means Business, CNBC’s Squawk on the Street, Worldwide Exchange, Cash Flow and Squawk Box, FOX BUSINESS’s Countdown to the Closing Bell and After the Bell, Bloomberg TV’s Market Makers, CNN en Español’s Dinero, Petersburg – Channel 5, Sina Finance, BNN’s Business Day, CCTV China, Bankier.pl, TheStreet.com, Leaderonomics, GPW Media, Channel NewsAsia’s Business Tonight and Cents & Sensibilities. In addition, Mr. Perez has been featured on Sohu, News.Sina.com, Yicai, eastmoney, Caijing, ETF88.com, 360doc, AH Radio, CNFOL.com, CITICS Futures, Tongxin Securities, ZhiCheng.com, CBNweek.com, Caixin, Futures Daily, Xinhua, CBN Newswire, Chinese Financial News, ifeng.com, International Finance News, Finance.QQ.com, hexun.com, Finance.Sina.com, The Korea Times, The Korea Herald, The Star, The Malaysian Insider, BMF 89.9, iMoney Hong Kong, CNBC, Bloomberg Hedge Fund Brief, The Wall Street Journal, The New York Times, Dallas Morning News, Valor Econômico, FIXGlobal Trading, TODAY Online, Oriental Daily News and Business Times.

Mr. Perez was a vice president at Citigroup, a senior consultant at IBM, and a strategy consultant at McKinsey & Co. in New York City. Previously, he managed Operations and Technology for Peruval Finance. Mr. Perez has an undergraduate degree in Systems Engineering from Universidad Nacional de Ingeniería, Lima, Peru (1994), a Master of Administration from Universidad ESAN, Lima, Peru (1997) and a Master of Business Administration from Columbia Business School, New York, with a dual major in Finance and Management (2002). He belongs to the Beta Gamma Sigma honor society. Mr. Perez is an accomplished salsa and hustle dancer and resides in the New York City area.

Media Contact:
Julia Petrova
Media Relations Coordinator
The Speed Traders
+1-414-FORUMS0
jpetrova@thespeedtraders.com
http://www.mredgarperez.com

IPX 1031 Launches Free 1031 Library Portal and APP

Placing everything related to 1031 exchanging at your fingertips.

1031library-logo

San Francisco, CA, USA — IPX 1031, the nation’s largest tax deferred exchange facilitator, today announced the launch of their free 1031 Library web portal and mobile app for investment property owners. The portal and app were specifically designed as a streamlined, customer facing platform for 1031 Exchangers to evaluate their suitability for an exchange, perform property diligence and analysis, ask a quick question of a 1031 expert, or monitor their transaction online.

The new application, available for free through the Apple App and Google Play stores, features multi-dimensional real property oriented analytical tools, educational tutorials and wizards which allow Exchangers to communicate easily with their transactional coordinator and monitor their entire 1031 exchange process from the palm of their hand.

“We’re always looking for ways to save our customers time and empower them before, during and after their 1031 exchange. Usually that centers on our ability to interact with them during the exchange process, but it can also mean providing timely access to information, diligence and expertise” said Jennifer Keen, Executive Vice President of Investment Property Exchange Services, Inc. “The new app and portal will include some never before seen analytical tools and wizards which will help prospective Exchangers to pre-assess their transactions, educate themselves on the process, as well as manage their transaction online.”

For more information on the 1031 Library app, visit http://www.1031library.com.

About IPX 1031
(IPX 1031) Investment Property Exchange Services, Inc. is the largest facilitator of 1031 exchanges in the country and has locations nationwide. They provide their customers with a wide range of tax deferred exchange services. The company is a wholly owned subsidiary of Fortune 300 Fidelity National Financial. For more information, visit http://www.IPX1031.com.

Media Contact:
Thomas Bottenberg
1031Library.com
415-696-1076
support@1031library.com
http://www.1031library.com

Equities First Holdings, LLC Develops Transaction with Australian Company Environmental Clean Technologies Limited

Transaction proceeds will be used to fund research and development projects in India.

Equities First Holdings Logo

Sydney, Australia and Indianapolis, IN, USA — Equities First Holdings, LLC (EFH), a provider of alternative shareholder financing, and its Australian subsidiary, Equities First Holdings (Australia) Pty Ltd (EFH/A) are pleased to announce that EFH has entered into a transaction with Environmental Clean Technologies Limited (ECT) to provide funding to be used in the development of major projects in India.

ECT, which is listed on the Australian Stock Exchange under the ticker symbol ASX: ESI, is a Melbourne-based company that specializes in engineering R&D and commercialisation of leading-edge coal beneficiation and iron-making technologies.

The funding ECT received from EFH will be used to help fund a $30 million research and development facility in India.

“ECT is an innovative company with a solid management team in place, and a well-laid-out plan for future success,” Al Christy, Jr., President and CEO of Equities First Holdings, LLC, said. “EFH is proud to be able to provide the funding necessary to help ECT meets its financial goals and continue the work of cracking the code of emerging energy and minerals technologies.”

Equities First Holdings (Australia) Pty Ltd is based in Sydney and operates satellite offices in Melbourne and Perth. The company holds an Australian Financial Services License (Reference Number: 387079).

Glenn Fozard, Chairman of ECT commented, “ECT recognizes that EFH is the global leader in securities based lending and having them involved to help fund our Indian project is essential to keeping the outcomes on-track and on-time. The Australian EFH team conducted themselves with professionalism and integrity and have been a great support is setting up this transaction.”

About Equities First Holdings
Since 2002, Equities First Holdings, LLC (EFH) has provided clients with alternative financing by lending capital secured by publicly traded stock, to enable clients to meet their personal and professional financial goals. EFH provides capital against shares traded on public exchanges around the world. The company has completed more than 700 transactions since its founding, which offer customers high loan-to-value at low fixed interest rates.

EFH is a global company with offices in nine countries, including wholly owned subsidiaries Equities First (London) Limited, Equities First Holdings Hong Kong Limited, Equities First Holdings Singapore Limited, and Equities First Holdings (Australia) Pty Ltd. For more information, visit, http://www.equitiesfirst.com.

DISCLAIMER
This release is intended for informational use only, and does not constitute an offer, stated or implied, of any type. Equities First Holdings, LLC and all of its subsidiaries work exclusively with individuals classified as sophisticated investors. The Equities First Holdings platform is not intended for retail investors.

Media Contact:
Brandon Russell
+1-317-429-3500
media@equitiesfirst.com

Equities First Holdings Hong Kong Limited Receives Reconfirmation of Hong Kong Money Lenders License

The Hong Kong Money Lenders License was granted by the Hong Kong Eastern Magistrates Courts.

Equities First Holdings Logo

Hong Kong, China — Equities First Holdings Hong Kong Limited, the Asian subsidiary of Equities First Holdings, LLC (EFH, http://www.equitiesfirst.com) a global securities-based lender and a leader in alternative shareholder financing solutions, has received reconfirmation of its Hong Kong Money Lenders License from the Hong Kong Eastern Magistrates Courts.

This license enables EFH to act as a securities based lender in accordance with relevant legal and regulatory requirements applicable to the conduct of its business in Hong Kong.

“This license represents EFH’s commitment to not only deliver our products and services to our clients, but to continue to meet our legal and regulatory compliance obligations in the process.” said Al Christy, President and CEO of EFH.

In order to maintain this license, EFH must continue to meet several conditions set forth by the Hong Kong Eastern Magistrates Courts, including data and privacy requirements, reporting and compliance requirements, marketing and advertising provisions, and operational and business practice standards.

EFH’s Money Lender License number is 1309/2016, and the license is valid until September 2017.

Equities First Holdings Hong Kong Limited is also licensed and regulated by the Hong Kong Securities and Futures Commission, CE number BFJ407.

In addition to its Hong Kong business operations, EFH maintains locations in the United Kingdom, Australia, Singapore, Thailand, and Switzerland, as well as the company headquarters in Indianapolis, Indiana, USA.

About Equities First Holdings
Since 2002, Equities First Holdings, LLC (EFH) has provided clients with alternative financing solutions, supplying capital against publicly traded stock to enable clients to meet their personal and professional goals. As a securities-based lender, EFH provides capital against shares traded on public exchanges around the world. The company has completed more than 700 transactions worth more than $1.4 billion to date, offering customers high loan-to-value at low fixed interest rates.

EFH is a global company with offices in nine countries, including wholly owned subsidiaries Equities First (London) Limited, Equities First Holdings Hong Kong Limited, Equities First Holdings Singapore Limited, and Equities First Holdings (Australia) Pty Ltd. For more information, visit, http://www.equitiesfirst.com.

DISCLAIMER
This release is intended for informational use only, and does not constitute an offer, stated or implied, of any type. Equities First Holdings, LLC and all of its subsidiaries work exclusively with individuals classified as sophisticated investors. The Equities First Holdings platform is not intended for retail investors.

Media Contact:
Brandon Russell
+1-317-429-3500
media@equitiesfirst.com

Equities First Holdings Relocates Melbourne Offices

Global Leader in Alternative Lending Strategies Continues to Maintain Three Australian Locations in Melbourne, Sydney and Perth To Accommodate Growing Business.

Equities First Holdings Logo

Melbourne, Victoria, AUSTRALIA — Equities First Holdings LLC (EFH, http://www.equitiesfirst.com), a global lender and a leader in alternative shareholder financing solutions, has relocated the Melbourne office of Equities First Holdings (Australia) Pty Ltd. The new EFH Australia office is located in the heart of Melbourne and will make it more accessible to clients and business associates.

“Our Australian business is continuing to grow and relocating our Melbourne office will give us a better space to accommodate our current clients and staff with room for expansion,” said Mitchell Hopwood, Managing Director for Equities First Holdings (Australia) Pty Ltd.

The new address for the regional office is Equities First Holdings (Australia) Pty Ltd., Level 2, 287 Collins Street, Melbourne, Victoria 3000, telephone: +61 3 8688 7191.

Equities First Holdings maintains three business locations in Australia in Sydney, Perth and Melbourne. The firm provides clients with stock-based loans to provide capital for business expansion, strategic investments, or other purposes. Stock-based loans are unrestricted so the capital can be used for any purpose, and most loans are non-recourse.

In addition to its Australian offices, Equities First Holdings maintains locations in the United Kingdom, Hong Kong, Singapore, Thailand, and Switzerland, as well as the company headquarters in Indianapolis, Indiana, USA.

About Equities First Holdings
Since 2002, Equities First Holdings, LLC (EFH) has provided clients with alternative financing solutions, supplying capital against publicly traded stock to enable clients to meet their personal and professional goals. EFH provides capital against shares traded on public exchanges around the world. The company has completed more than 700 transactions worth more than $1.4 billion to date, offering customers high loan-to-value at low fixed interest rates.

EFH is a global company with offices in nine countries, including wholly owned subsidiaries Equities First (London) Limited, Equities First Holdings Hong Kong Limited, Equities First Holdings Singapore Limited, and Equities First Holdings (Australia) Pty Ltd. For more information, visit, http://www.equitiesfirst.com.

DISCLAIMER
This release is intended for informational use only, and does not constitute an offer, stated or implied, of any type. Equities First Holdings, LLC and all of its subsidiaries work exclusively with individuals classified as sophisticated investors. The Equities First Holdings platform is not intended for retail investors.

Media Contact:
Brandon Russell
+1-317-429-3500
media@equitiesfirst.com

Global Lender Equities First Holdings Returns Shares of ANGLE plc and Concludes Transaction in the United Kingdom

The Return of ANGLE plc Shares Marks Successful Completion of Transaction Executed in October 2014.

Equities First Holdings Logo

Indianapolis, IN, USA — Equities First Holdings LLC (EFH, http://www.equitiesfirst.com), a global lender and a leader in alternative shareholder financing solutions, announced today that the company has fully concluded a transaction with Andrew Newland, CEO of ANGLE plc, by returning 1.35 million shares of ANGLE plc (AIM: AGL.LN; OTCQX: ANPCY) stock to him, which was used as collateral in a financial transaction.

This two-year financing facility, originated on October 27, 2014, was one of the EFH’s first transactions executed in the United Kingdom after the acquisition of Meridian Equity Partners Limited. EFH acquired Meridian in the summer of 2014 and rebranded the acquired operation as Equities First (London) Limited.

Equities First (London) Limited is authorised and regulated by the Financial Conduct Authority of the United Kingdom, register number 605564.

“The return of collateral to clients is business-as-usual for Equities First Holdings,” said Al Christy, Jr., Founder and CEO of EFH. “As a company, EFH and its subsidiaries have completed more than 700 transactions, and we have a perfect track record of returning our clients’ collateral upon maturity and repayment.”

The market disclosure made by ANGLE plc related to this transaction can be found here.

About Equities First Holdings
Since 2002, Equities First Holdings, LLC (EFH) has provided clients with alternative financing solutions, supplying capital against publicly traded stock to enable clients to meet their personal and professional goals. EFH provides capital against shares traded on public exchanges around the world. The company has completed more than 700 transactions and delivered more than $1.4 billion USD in funding to date.

EFH is a global company with offices in nine countries, including wholly owned subsidiaries Equities First (London) Limited, Equities First Holdings Hong Kong Limited, Equities First Holdings Singapore Limited, and Equities First Holdings (Australia) Pty Ltd. For more information, visit http://www.equitiesfirst.com.

DISCLAIMER
This release is intended for informational use only, and does not constitute an offer, stated or implied, of any type. Equities First Holdings, LLC and all of its subsidiaries work exclusively with individuals classified as sophisticated investors or Professional clients. The Equities First Holdings platform is not intended for retail investors.

Media Contact:
Brandon Russell
+1-317-429-3500
media@equitiesfirst.com

Global Lender Equities First Holdings Sees A Growing Trend Among Borrowers Who Use Stock as Loan Collateral to Secure Working Capital

As Banks and Financial Institutions Tighten Lending Criteria, Stock-Based Loans May Offer Some Investors an Attractive Alternative to Raise Capital.

Equities First Holdings Logo

Indianapolis, IN, USA — Equities First Holdings, LLC (EFH, http://www.equitiesfirst.com), a global lender and a leader in alternative shareholder financing solutions, is seeing more traction in margin loans and stock-based loans in an economic climate where banks and other institutions have tightened lending criteria. For borrowers who need to raise capital quickly or who may not qualify for more conventional credit-based loans, equities lending is gaining popularity as an alternative.

While some options still exist for these individuals, recently, many banks have cut their lending options for borrowers, tightened loan qualifications, and increased interest rates. Al Christy, Jr., Founder and CEO of EFH, sees loans collateralized by stocks as an innovative borrowing alternative for individuals seeking working capital. Stock-based loans typically have a higher loan-to-value ratio than margin loans and offer a fixed interest rate, providing certainty throughout the life of the transaction.

“During a typical three-year loan term, market fluctuation is inevitable, but stock-based loans provide a hedge because the borrower is lowering his or her investment risk in a downside market,” said Christy. “Most stock-based loans have a non-recourse feature that allows a borrower to walk away from a stock loan at any point, even if the stock’s value depreciates. The borrower is able to keep the initial loan proceeds with no further obligation to the lender.”

As Christy notes, some consider margin loans and stock-based loans to be synonymous. Although both forms of financing use securities for collateral, there are marked differences.

With a margin loan, the borrower must be pre-qualified, as with a conventional bank loan, and may require the money to be used for a specific purpose. The interest rates are variable and the borrower can expect loan-to-value ratios between 10 and 50 percent. In addition, the lending firm may liquidate the borrower’s collateral without warning in the event of a margin call.

With stock-based loans, borrowers can expect a fixed interest rate between three and four percent and a loan-to-value ratios ranging from 50 to 75 percent. There also are no restrictions on the loan, so the money can be used for any purpose. In addition, most stock-based loans are non-recourse, so borrowers can walk away without obligation, even if the value of the collateral stock has decreased.

“Any form of financial transaction has some risk associated with it,” said Christy, “But stock-based loans have been historically ignored as a viable borrowing option largely because a number of unscrupulous lenders have unceremoniously dumped borrowers’ collateral into the open market, failed to return stocks upon transaction maturity, or failed to address other concerns. We have built our business on a code of integrity and transparency and we rely on leading legal, regulatory, and trading institutions for counsel. Our mission is to deliver maximum benefit with minimum risk so our customers can meet their personal and professional financial goals.”

About Equities First Holdings
Since 2002, Equities First Holdings, LLC (EFH) has provided clients with alternative financing solutions, supplying capital against publicly traded stock to enable clients to meet their personal and professional goals. EFH provides capital against shares traded on public exchanges around the world. The company has completed more than 650 transactions worth more than $1.4 billion to date, offering customers high loan to values at low fixed interest rates.

EFH is a global company with offices in nine countries, including wholly owned subsidiaries Equities First (London) Limited, Equities First Holdings Hong Kong Limited, Equities First Holdings Singapore Limited, and Equities First Holdings (Australia) Pty Ltd. For more information, visit, http://www.equitiesfirst.com.

DISCLAIMER
This release is intended for informational use only, and does not constitute an offer, stated or implied, of any type. Equities First Holdings, LLC and all of its subsidiaries work exclusively with individuals classified as sophisticated investors. The Equities First Holdings platform is not intended for retail investors.

Media Contact:
Brandon Russell
+1-317-429-3500
media@equitiesfirst.com

Market Rates Insight TrendSpotter Analysis Reveals Banks Ignoring the Data and Abandoning Potential Fee Revenue

New Analysis Using MRI’s TrendSpotter Report Shows that Reducing Fees Has Little or No Impact on Deposit Growth.

Market Rates Insight

San Anselmo, CA, USA — According to a recent analysis published by CenterState Bank, banks are reducing fees on deposit accounts despite the fact that fees seem to have little or no impact on the current increase in deposit balances. The analysis was developed using TrendSpotter, a new research tool that tracks accumulated fee trends for banks and credit unions nationwide produced by Market Rates Insight, Inc., the leader in financial services pricing intelligence for deposits, personal loans, mortgages, and fees.

According to the TrendSpotter analysis, service charges have been declining for banks of every size over the last quarter – deposit fees averaged $8.42 per month in December and declined to $7.92 the end of first quarter. At the same time, balances required to open accounts have dropped by 15 percent since December, and the average balance to waive fees has dropped 6.6 percent. The decline in deposit fees seems counterintuitive in a market climate where deposit balances are increasing as a result of behavioral economics rather than fee elasticity.

“We have looked at this all different ways and find this borderline irrational. Our only conclusion is that banks are not looking at the data,” wrote Chris Nichols, Chief Technology Officer of CenterState Bank and author of the analysis. “As long as you are not drastic, you can raise fees, lower fees or leave fees the same and you are still going to get more deposits. If you are not, it is a marketing/value problem, not a fee problem.”

As Nichols notes, that fee elasticity is negative in most markets, and even banks that have not lowered fees on deposit products are still increasing deposit balances. Banks that did not raise deposit fees for the quarter saw an increase of 2.3 percent, while banks that did raise fees increased deposits 2.1 percent, indicating that consumers are clearly not fee sensitive.

Nichols’ conclusion is that this is the perfect market climate for banks and credit unions to consider raising fees without risk. Banks that are lowering fees in order to attract new customers and increase deposit balances, and are ignoring the market data and abandoning possible revenue at a time when banks and credit unions are facing near record-low net interest margins.

About TrendSpotter
TrendSpotter is a unique tool that gives bank and credit union executives an understanding of accumulated fee trends in the marketplace. Data is extracted from Market Rates Insight’s FeeBuilder, the first database of retail deposit fees that tracks overdraft, non-sufficient funds, monthly service charges, ATM fees, wire transfer, on checking, money market, savings, certificate of deposit, and more. TrendSpotter extracts trends from the FeeBuilder database and provides a picture of fee pricing and penalties for banking products nationwide. User can overlay their own fee pricing to create a trend line that shows how the competition affects revenue, attrition, and volume for their own fee-based products.

TrendSpotter is issued quarterly on an annual subscription basis. For more information, visit http://www.marketratesinsight.com/news/MRI_TrendSpotter.aspx.

About Market Rates Insight
For over 30 years, Market Rates Insight has helped banking executives make better informed pricing decisions. The company serves banks and credit unions nationally with competitive information on deposits, consumer loans, mortgages, and fees. Market Rates Insight provides the most granular historical and refresh pricing data in the industry, helping financial decision makers plan and prepare for likely changes in rates and products. The company’s cloud-based system provides timely and precise competitive data supported by usable graphs and charts.

Market Rates Insight is located in San Anselmo, California. For more information, see http://www.marketratesinsight.com.

Contact:
Tom Woolf
Market Rates Insight
(415) 259-5638
tom.woolf@marketratesinsight.com

DHS, FBI and DOJ Data Hacks Could Have Been Avoided, says Cybersecurity Expert and Consultant Edgar Perez

Edgar Perez, author of Knightmare on Wall Street and The Speed Traders, is presenting the 3-Day Masterclass in Cybersecurity, workshop targeted at board members and senior executives looking for new ways to gain and maintain competitive business advantage in one of the most critical subjects for corporations and governments worldwide.

Mr. Edgar Perez Logo

New York City, NY, USA (February 13, 2016) — The recent hacker attack that compromised information from some 20,000 people employed by the Department of Justice, including Federal Bureau of Investigation officials, and another 9,000 from the Department of Homeland Security (DHS) could have been prevented, said Edgar Perez, author of Knightmare on Wall Street and The Speed Traders, and presenter of the 3-Day Masterclass in Cybersecurity.

Mr. Edgar Perez

According to technology news site Motherboard, the hacker had used spear phishing and simple human engineering to bypass one stage of the authorities’ security systems. Motherboard quoted the hacker, who explained: “So I called up, told them I was new and I didn’t understand how to get past [the portal]. They asked if I had a token code, I said no, they said that’s fine – just use our one.”

Mr. Perez, author, business consultant for private equity and hedge funds and Council Member at the Gerson Lehrman Group, took issue with the relatively ease with which hackers gained access to the organizations in charge of protecting the security of millions of Americans. “It is beyond my understanding how personnel of the Department of Homeland Security didn’t take steps to verify an anonymous request from an alleged new employee. Furthermore, they provided the pseudo employee with a token code no questions asked. What this reveals is a dramatic lack of awareness of the very cyber risks the agency is tasked with fighting against.”

This recent incident comes after a June data theft from the Office of Personnel Management (OPM) that exposed the deeply researched security clearances of 21.5m current and former government employees and contractors, from phone numbers to fingerprints.

ABOUT 3-DAY MASTERCLASS IN CYBERSECURITY
As Internet usage becomes increasingly widespread and information technology ever more complex, cybersecurity is becoming an increasingly important and business-critical field. Are you and your organization effectively prepared to handle cybersecurity threats? Do you know how to identify threats and address challenges, and how to apply a cybersecurity framework?

The *brand-new* 3 Day Masterclass in Cybersecurity is designed for all C-level executives and senior managers looking for a comprehensive overview of the field, as well as specialists in data security, information technology and software development.

ABOUT KNIGHTMARE ON WALL STREET
Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets is a thrilling minute-by-minute account of the terrifying hours following Knight Capital’s August 1, 2012 trading debacle, with news-breaking research regarding the firm’s 17 years of tumultuous existence as an independent company. Knightmare on Wall Street is the definitive behind-the-scenes story of Knight Capital.

Knight Capital announced a staggering loss of $440 million. What followed after this shocking announcement were several rounds of desperate conversations with a number of vulture players who had smelled opportunity and were readying themselves to pick up bargain-priced pieces. On August 6, 2012, Joyce confirmed that Knight Capital had struck a deal with Jefferies, TD Ameritrade, Blackstone, GETCO, Stephens, and Stifel Financial, staving off collapse days after the trading mishap.

Knightmare on Wall Street provides a fascinating account of what it took to elevate the firm to the cusp of the retail investing revolution of the late 1990s, to struggle through booms and busts, and to bring the firm down, to end up ultimately being ignominiously bought up by a competitor.

ABOUT THE SPEED TRADERS
High-frequency traders have been called many things-from masters of the universe and market pioneers to exploiters, computer geeks, and even predators. Everyone in the business of investing has an opinion of speed traders, but how many really understand how they operate? The shadow people of the investing world, today’s high-frequency traders have decidedly kept a low profile-until now. In this new title, The Speed Traders, Mr. Perez opens the door to the secretive world of high-frequency trading (HFT). Inside, prominent figures of HFT drop their guard and speak with unprecedented candidness about their trade.

Mr. Perez begins with an overview of computerized trading, which formally began on February 8, 1971, when NASDAQ launched the world’s first electronic market with 2,500 over-the-counter stocks and which has evolved into the present-day practice of making multiple trades in a matter of microseconds. He then picks the brains of today’s top players. Manoj Narang (Tradeworx), John Netto (M3 Capital), and Aaron Lebovitz (Infinium Capital Management) are just a few of the luminaries who decided to break their silence and speak openly to Mr. Perez. Virtually all of the expertise available from the world of speed trading is packed into these pages.

The Speed Traders, published by McGraw-Hill Inc., is the most comprehensive, revealing work available on the most important development in trading in generations. High-frequency trading will no doubt play an ever larger role as computer technology advances and the global exchanges embrace fast electronic access. The Speed Traders explains everything there is to know about how today’s high-frequency traders make millions-one cent at a time.

ABOUT EDGAR PEREZ
Mr. Perez is the author of Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets (2013), and The Speed Traders, An Insider’s Look at the New High-Frequency Trading Phenomenon That is Transforming the Investing World, published in English by McGraw-Hill Inc. (2011), Published in Mandarin by China Financial Publishing House (2012), and Investasi Super Kilat, published in Bahasa Indonesia by Kompas Gramedia (2012).

Mr. Perez has been interviewed on CNN’s Quest Means Business, CNBC’s Squawk on the Street, Worldwide Exchange, Cash Flow and Squawk Box, FOX BUSINESS’s Countdown to the Closing Bell and After the Bell, Bloomberg TV’s Market Makers, CNN en Español’s Dinero, Sina Finance, BNN’s Business Day, CCTV China, News.Sina.com, ifeng.com, Finance.Sina.com, The Korea Times, The Korea Herald, The Star, The Malaysian Insider, BMF 89.9, iMoney Hong Kong, CNBC, Bloomberg Hedge Fund Brief, Bankier.pl, TheStreet.com, Leaderonomics, GPW Media, Channel NewsAsia’s Business Tonight and Cents & Sensibilities. In addition, Mr. Perez has been featured on Sohu, The Wall Street Journal, Yicai, eastmoney, Caijing, ETF88.com, 360doc, AH Radio, CNFOL.com, CITICS Futures, Tongxin Securities, ZhiCheng.com, CBNweek.com, Caixin, Futures Daily, Xinhua, CBN Newswire, Chinese Financial News, The New York Times, Dallas Morning News, Valor Econômico, FIXGlobal Trading, TODAY Online, Oriental Daily News and Business Times.

Mr. Perez has presented at a number of global conferences, including Cyber Security World Conference (New York), MIT Sloan Investment Management Conference (Cambridge), Inside Market Data 2013 (Chicago), Institutional Investor’s Global Growth Markets Forum (London), Technical Analysis Society (Singapore), TradeTech Asia (Singapore), Emerging Markets Investments Summit 2013 (Warsaw), CME Group’s Global Financial Leadership Conference (Naples Beach, FL), Harvard Business School’s Venture Capital & Private Equity Conference (Boston0 High-Frequency Trading Leaders Forum (New York, Chicago), FIXGlobal Face2Face (Seoul) and Private Equity Convention Russia, CIS & Eurasia (London).

Additionally, Mr. Perez has been engaged to present to the Council on Foreign Relations, Vadym Hetman Kyiv National Economic University (Kiev), U.S. Securities and Exchange Commission (Washington DC), Quant Investment & HFT Summit APAC 2012 (Shanghai), CFA Singapore, Hong Kong Securities Institute, Courant Institute of Mathematical Sciences at New York University, University of International Business and Economics (Beijing), Hult International Business School (Shanghai) and Pace University (New York), among other public and private institutions.

Mr. Perez was a vice president at Citigroup, a senior consultant at IBM, and a strategy consultant at McKinsey & Co. in New York City. Previously, he managed Operations and Technology for Peruval Finance. Mr. Perez has an undergraduate degree in Systems Engineering from Universidad Nacional de Ingeniería, Lima, Peru (1994), a Master of Administration from Universidad ESAN, Lima, Peru (1997) and a Master of Business Administration from Columbia Business School, New York, with a dual major in Finance and Management (2002). He belongs to the Beta Gamma Sigma honor society. Mr. Perez resides in the New York City area with his wife Olga, son Edgar Felipe and daughter Svetlana Sofia.

Media Contact:
Julia Petrova
Media Relations Coordinator
The Speed Traders
+1-414-FORUMS0
jpetrova@thespeedtraders.com
http://www.mredgarperez.com

Edgar Perez Leads High-Frequency and Electronic Trading Workshop in Kuala Lumpur, Malaysia on June 5

Edgar Perez, Columbia Business School MBA and former McKinsey and IBM consultant, is a global electronic trading and cybersecurity expert, author of The Speed Traders, Knightmare on Wall Street, and the course director of The Speed Traders Workshop 2015 Kuala Lumpur, “How Banks, Hedge and Mutual Funds and Brokers Battle Markets ‘RIGGED’ by Wall Street’s ‘Flash Boys’, High-frequency Trading, Exchanges and Dark Pools”.

Mr. Edgar Perez

New York City, NY, USA (June 3, 2015) — According to the Financial Times, Bursa Malaysia and the Stock Exchange of Thailand (SET) have both been upgrading their trading systems in recent months to accommodate electronic traders and make it easier for foreigners to trade their markets, including high-frequency traders. Bursa Malaysia has reported in the past growth in the daily average number of contracts traded, in part due to what it said was an “outreach” to high-frequency traders. “We will continue our efforts in offering more tradable alternatives and improving market structure and framework. All these will support our initiatives in expanding our regional presence and in taking us a step closer to being Asean’s multinational marketplace,” said a spokesperson for Bursa Malaysia.

Cybersecurity and electronic trading expert Edgar Perez, author of The Speed Traders (http://www.thespeedtraders.com) and Knightmare on Wall Street (http://www.knightmareonwallstreet.com) will open the door to the secretive world of computerized low-latency trading, the most controversial form of investing today; in the name of protecting the algorithms they have spent so much time perfecting, speed traders almost never talk to the press and try to disclose as little as possible about how they operate. The Speed Traders Workshop 2015 Kuala Lumpur, “How Banks, Hedge and Mutual Funds and Brokers Battle Markets ‘RIGGED’ by Wall Street’s ‘Flash Boys’, High-frequency Trading, Exchanges and Dark Pools”, is the first and most comprehensive initiation to the world of high-frequency trading with The Speed Traders Workshop 2015 Kuala Lumpur (http://www.thespeedtradersworkshop.com) this June 5 will cover the latest research currently available and reveals how high-frequency trading players are operating in global markets and driving the development of electronic trading at breakneck speeds from the U.S. and Europe to Japan, India, and Brazil. The “flash crash”, the suspended BATS IPO, the botched Facebook IPO, Knight Capital’s trading malfunction and NASDAQ’s Flash Freeze are just a few of the milestones in the history of high-frequency trading that will be dissected with participants.

ABOUT KNIGHTMARE ON WALL STREET
Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets is a thrilling minute-by-minute account of the terrifying hours following Knight Capital’s August 1, 2012 trading debacle, with news-breaking research regarding the firm’s 17 years of tumultuous existence as an independent company. Knightmare on Wall Street is the definitive behind-the-scenes story of Knight Capital.

The firm, founded by Kenneth Pasternak and Walter Raquet in 1995, had seen its fortunes change as U.S. regulators made a series of changes in the structure of financial markets and computers were progressively expanding their share of trading. The Flash Crash, the infamous 1,000 point drop of the DJIA on May 6, 2010 (the largest one-day point decline in history), illustrated how market structure problems could almost instantaneously cascade from one market participant to the rest.

Thomas Joyce, CEO of Knight Capital since 2002 and an unapologetic advocate of electronic trading, had been scornful of those companies that struggled to keep up with ever-changing stock markets. So it was certainly shocking that at 9:30 A.M. on August 1, 2012, right after the markets opened for the day, Knight Capital began issuing an unprecedented number of erroneous orders into the market, due to an error in installing new software. No rogue trader or regulatory change; operational risk was passing the bill to Knight Capital and becoming the biggest risk in the financial markets.

Knight Capital announced later a staggering loss of $440 million. What followed after this shocking announcement were several rounds of desperate conversations with a number of vulture players who had smelled opportunity and were readying themselves to pick up bargain-priced pieces. On August 6, 2012, Joyce confirmed that Knight Capital had struck a deal with Jefferies, TD Ameritrade, Blackstone, GETCO, Stephens, and Stifel Financial, staving off collapse days after the trading mishap.

While Knight Capital was back in the game, its limping recovery quickly prompted hungry competitors to bid for the entire company. On December 19, 2012, the board decided to accept an acquisition proposal from GETCO rather than Virtu Financial. For GETCO, acquiring Knight Capital represented a gigantic fast forward step. For Knight Capital, it was the end of its wild ride as an independent entity.

Knightmare on Wall Street provides a fascinating account of what it took to elevate the firm to the cusp of the retail investing revolution of the late 1990s, to struggle through booms and busts, and to bring the firm down, to end up ultimately being ignominiously bought up by a competitor.

ABOUT THE SPEED TRADERS
High-frequency traders have been called many things-from masters of the universe and market pioneers to exploiters, computer geeks, and even predators. Everyone in the business of investing has an opinion of speed traders, but how many really understand how they operate? The shadow people of the investing world, today’s high-frequency traders have decidedly kept a low profile-until now. In this new title, The Speed Traders, Edgar Perez opens the door to the secretive world of high-frequency trading (HFT). Inside, prominent figures of HFT drop their guard and speak with unprecedented candidness about their trade.

Edgar begins with an overview of computerized trading, which formally began on February 8, 1971, when NASDAQ launched the world’s first electronic market with 2,500 over-the-counter stocks and which has evolved into the present-day practice of making multiple trades in a matter of microseconds. He then picks the brains of today’s top players. Manoj Narang (Tradeworx), John Netto (M3 Capital), and Aaron Lebovitz (Infinium Capital Management) are just a few of the luminaries who decided to break their silence and speak openly to Edgar. Virtually all of the expertise available from the world of speed trading is packed into these pages.

The Speed Traders, published by McGraw-Hill Inc., is the most comprehensive, revealing work available on the most important development in trading in generations. High-frequency trading will no doubt play an ever larger role as computer technology advances and the global exchanges embrace fast electronic access. The Speed Traders explains everything there is to know about how today’s high-frequency traders make millions-one cent at a time.

ABOUT ELECTRONIC TRADING AND CYBERSECURITY EXPERT EDGAR PEREZ
Mr. Perez is the author of Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets (2013), and The Speed Traders, An Insider’s Look at the New High-Frequency Trading Phenomenon That is Transforming the Investing World, published in English by McGraw-Hill Inc. (2011), Published in Mandarin by China Financial Publishing House (2012), and Investasi Super Kilat, published in Bahasa Indonesia by Kompas Gramedia (2012).

Mr. Perez was a vice president at Citigroup, a senior consultant at IBM, and a strategy consultant at McKinsey & Co. in New York City. Previously, he managed Operations and Technology for Peruval Finance. Mr. Perez has an undergraduate degree in Systems Engineering from Universidad Nacional de Ingeniería, Lima, Peru (1994), a Master of Administration from Universidad ESAN, Lima, Peru (1997) and a Master of Business Administration from Columbia Business School, New York, with a dual major in Finance and Management (2002). He belongs to the Beta Gamma Sigma honor society. Mr. Perez resides in the New York City area with his wife Olga, son Edgar Felipe and daughter Svetlana Sofia.

Media Contact:
Taylor Blankfein
Media Relations Coordinator
Golden Networking
+1-414-FORUMS0
information@goldennetworking.net
http://www.goldennetworking.net

Edgar Perez, Author of Knightmare on Wall Street, to Lead The Speed Traders Workshop 2015 Kuala Lumpur

Edgar Perez, former McKinsey and IBM consultant, is a global expert, author of The Speed Traders, Knightmare on Wall Street, and the course director of The Speed Traders Workshop 2015 Kuala Lumpur, “How Banks, Hedge and Mutual Funds and Brokers Battle Markets ‘RIGGED’ by Wall Street’s ‘Flash Boys’, High-frequency Trading, Exchanges and Dark Pools”.

Mr. Edgar Perez

New York City, NY, USA (May 24, 2015) — The Speed Traders Workshop 2015 Kuala Lumpur, “How Banks, Hedge and Mutual Funds and Brokers Battle Markets ‘RIGGED’ by Wall Street’s ‘Flash Boys’, High-frequency Trading, Exchanges and Dark Pools” (http://www.thespeedtradersworkshop.com), is the first and most comprehensive initiation to the world of high-frequency trading with Edgar Perez, author of Knightmare on Wall Street (http://www.knightmareonwallstreet.com), and will open the door to the secretive world of computerized low-latency trading, the most controversial form of investing today; in the name of protecting the algorithms they have spent so much time perfecting, speed traders almost never talk to the press and try to disclose as little as possible about how they operate.

The Speed Traders Workshop 2015 Kuala Lumpur covers the latest research currently available and reveals how high-frequency trading players are operating in global markets and driving the development of electronic trading at breakneck speeds from the U.S. and Europe to Japan, India, and Brazil. The “flash crash”, the suspended BATS IPO, the botched Facebook IPO, Knight Capital’s trading malfunction and NASDAQ’s Flash Freeze are just a few of the milestones in the history of high-frequency trading that will be dissected with participants.

ABOUT EDGAR PEREZ
Mr. Perez is the author of Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets (2013), and The Speed Traders, An Insider’s Look at the New High-Frequency Trading Phenomenon That is Transforming the Investing World, published in English by McGraw-Hill Inc. (2011), Published in Mandarin by China Financial Publishing House (2012), and Investasi Super Kilat, published in Bahasa Indonesia by Kompas Gramedia (2012).

Mr. Perez has been interviewed on CNN’s Quest Means Business, CNBC’s Squawk on the Street, Worldwide Exchange, Cash Flow and Squawk Box, FOX BUSINESS’s Countdown to the Closing Bell and After the Bell, Bloomberg TV’s Market Makers, CNN en Español’s Dinero, Sina Finance, BNN’s Business Day, CCTV China, Bankier.pl, TheStreet.com, Leaderonomics, GPW Media, Channel NewsAsia’s Business Tonight and Cents & Sensibilities. In addition, Mr. Perez has been featured on Sohu, News.Sina.com, Yicai, eastmoney, Caijing, ETF88.com, 360doc, AH Radio, CNFOL.com, CITICS Futures, Tongxin Securities, ZhiCheng.com, CBNweek.com, Caixin, Futures Daily, Xinhua, CBN Newswire, Chinese Financial News, ifeng.com, International Finance News, hexun.com, Finance.QQ.com, Finance.Sina.com, The Korea Times, The Korea Herald, The Star, The Malaysian Insider, BMF 89.9, iMoney Hong Kong, CNBC, Bloomberg Hedge Fund Brief, The Wall Street Journal, The New York Times, Dallas Morning News, Valor Econômico, FIXGlobal Trading, TODAY Online, Oriental Daily News and Business Times.

Mr. Perez has been engaged to present to the Council on Foreign Relations, Vadym Hetman Kyiv National Economic University (Kiev), Quant Investment & HFT Summit APAC 2012 (Shanghai), U.S. Securities and Exchange Commission (Washington DC), CFA Singapore, Hong Kong Securities Institute, Courant Institute of Mathematical Sciences at New York University, University of International Business and Economics (Beijing), Hult International Business School (Shanghai) and Pace University (New York), among other public and private institutions. In addition, Mr. Perez has spoken at a number of global conferences, including Cyber Security World Conference 2014 (New York), Inside Market Data 2013 (Chicago), Emerging Markets Investments Summit 2013 (Warsaw), CME Group’s Global Financial Leadership Conference 2012 (Naples Beach, FL), Harvard Business School’s Venture Capital & Private Equity Conference (Boston), High-Frequency Trading Leaders Forum (New York, Chicago), MIT Sloan Investment Management Conference (Cambridge), Institutional Investor’s Global Growth Markets Forum (London), Technical Analysis Society (Singapore), TradeTech Asia (Singapore), FIXGlobal Face2Face (Seoul) and Private Equity Convention Russia, CIS & Eurasia (London).

Mr. Perez was a vice president at Citigroup, a senior consultant at IBM, and a strategy consultant at McKinsey & Co. in New York City. Previously, he managed Operations and Technology for Peruval Finance. Mr. Perez has an undergraduate degree in Systems Engineering from Universidad Nacional de Ingeniería, Lima, Peru (1994), a Master of Administration from Universidad ESAN, Lima, Peru (1997) and a Master of Business Administration from Columbia Business School, New York, with a dual major in Finance and Management (2002). He belongs to the Beta Gamma Sigma honor society. Mr. Perez resides in the New York City area with his wife Olga, son Edgar Felipe and daughter Svetlana Sofia.

Media Contact:
Taylor Blankfein
Media Relations Coordinator
Golden Networking
+1-414-FORUMS0
information@goldennetworking.net
http://www.goldennetworking.net

Ten Questions by Edgar Perez about Navinder Singh Sarao, the Man who Allegedly Caused the Flash Crash

Building off of the momentum of past successful workshops, Edgar Perez is bringing Cybersecurity Boardroom Workshop 2015, seminar specifically designed for board members, senior executives and entrepreneurial business professionals looking for new ways to gain and maintain competitive business advantage in one of the most critical subjects for corporations and governments worldwide.

Mr. Edgar Perez

New York City, NY, USA (April 23, 2015) — The U.S. Commodity Futures Trading Commission (CFTC) yesterday announced the unsealing of a civil enforcement action against UK resident Navinder Singh Sarao. The CFTC complaint charges Sarao with “unlawfully manipulating, attempting to manipulate, and spoofing” the E-mini S&P 500. The complaint had been filed under seal on April 17, 2015 and kept sealed until yesterday’s arrest of Sarao by British authorities acting at the request of the U.S. Department of Justice.

According to the complaint, Sarao’s “manipulative activities” contributed to an extreme E-mini S&P order book imbalance that contributed to market conditions that led to the Flash Crash on May 6, 2010. The surprising nature of this announcement raises more questions than answers:

• Shall we believe that a single low-tech trader living in a leafy street of a London suburb contributed in any significant way to the Flash Crash?
• Why would the authorities rush to charge Sarao for the biggest financial markets breakdown just before the statute of limitations is expiring?
• Why would professional traders fall for the rudimentary and well-known strategies employed by this individual and let him pocket millions?
• Would this trader be the only market participant who engaged in this type of strategies during the “relevant period”?
• Why is the U.S. Securities and Exchange Commission not joining the CFTC in this action after authoring a joint report about the Flash Crash?
• Was Waddell & Reed behind the unnamed whistleblower in an effort to clean its name and enhance its reputation?
• Why did regulators have to rely on a whistleblower to build the case having had the opportunity to pinpoint this behavior five years ago?
• Is Waddell & Reed getting ready to sue the CFTC and SEC for hundreds of millions of dollars in lost business and defamation?
• Why would regulators let Sarao operate in the markets and engage in similar trading strategies as in the Flash Crash eight more times?
• Wasn’t one Flash Crash enough to better police the markets and stop Sarao for good?

These ten important questions are raised by Edgar Perez, author of Knightmare on Wall Street and The Speed Traders; in the latter volume, Mr. Perez dedicated an entire chapter to explain the Flash Crash, in the chapter entitled “The Real Story Behind the ‘Flash Crash'”. “Who puts in a $4.1 billion order without a limit price? The trader at Waddell & Reed showed historic incompetence. On May 6, when markets were already under stress, the sell algorithm chosen by the large trader and set to target only trading volume, and neither price nor time, executed the sell program extremely rapidly in just 20 minutes. The execution of this sell program resulted in the largest net change in daily position of any trader in E-Minis since the beginning of the year. This was a human mistake. The trader easily could have put a price limit on the order but recklessly chose not to. The sell algorithm performed exactly as it was designed. Now that the regulators know what happened, what are they going to do? Is there any penalty for massively disrupting the market? Are we going to let people throw around billion dollar orders with no understanding of market impact?”

Mr. Perez is bringing Cybersecurity Boardroom Workshop 2015 to Dubai, Hong Kong, Seoul, Singapore, London and New York City. Members of the board, senior executives and entrepreneurial business professionals of public and private firms looking for new ways to gain and maintain competitive business advantage will congregate in each of these cities for inspiring 2-day sessions these upcoming months of April and May.

Mr. Perez is a published author, business consultant for billion-dollar private equity and hedge funds and Council Member at the Gerson Lehrman Group, with subject matter expertise in cybersecurity, investing, trading, financial regulation (Dodd-Frank Act) and market structure. Mr. Perez has presented his workshops in cities around the world, including Hong Kong, Sao Paulo, Seoul, Kuala Lumpur, Warsaw, Kiev, New York, Singapore, Beijing and Shanghai. He contributes to The New York Times and China’s International Finance News and Sina Finance.

ABOUT CYBERSECURITY BOARDROOM WORKSHOP 2015
Cybersecurity Boardroom Workshop 2015 (http://www.cybersecurityboardroomworkshop.com) is a must-attend forum for board members, CEOs, CFOs, COOs and executive managers who need to become more educated about cyber security in order to ask questions that are strategic yet granular enough to address company specifics. Cybersecurity Boardroom Workshop 2015 is targeted at corporate decision-makers for whom cybersecurity readiness is a relatively new yet critically important area to be intelligently conversant about.

Adobe, ADP, E*Trade, Fidelity, Home Depot, JPMorgan Chase, Nasdaq, Neiman Marcus, Sony, Target and Wal-mart are just a few of the large companies that have suffered high-profile cyber security breaches. Cybersecurity Boardroom Workshop 2015 is specifically designed for boards of directors and senior executives of public and private firms looking for new ways to gain and maintain their competitive advantages. Business executives with responsibility for IT, finance, compliance, risk management and procurement as well as entrepreneurs and innovators are welcome to add their points of view to the debate.

ABOUT EDGAR PEREZ
Mr. Perez is the author of Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets (2013), and The Speed Traders, An Insider’s Look at the New High-Frequency Trading Phenomenon That is Transforming the Investing World, published in English by McGraw-Hill Inc. (2011), Published in Mandarin by China Financial Publishing House (2012), and Investasi Super Kilat, published in Bahasa Indonesia by Kompas Gramedia (2012).

Mr. Perez has been interviewed on CNN’s Quest Means Business, CNBC’s Squawk on the Street, Worldwide Exchange, Cash Flow and Squawk Box, FOX BUSINESS’s Countdown to the Closing Bell and After the Bell, Bloomberg TV’s Market Makers, CNN en Español’s Dinero, Sina Finance, BNN’s Business Day, CCTV China, Bankier.pl, TheStreet.com, Leaderonomics, GPW Media, Channel NewsAsia’s Business Tonight and Cents & Sensibilities. In addition, Mr. Perez has been featured on Sohu, News.Sina.com, Yicai, eastmoney, Caijing, ETF88.com, 360doc, AH Radio, CNFOL.com, CITICS Futures, Tongxin Securities, ZhiCheng.com, CBNweek.com, Caixin, Futures Daily, Xinhua, CBN Newswire, Chinese Financial News, ifeng.com, International Finance News, hexun.com, Finance.QQ.com, Finance.Sina.com, The Korea Times, The Korea Herald, The Star, The Malaysian Insider, BMF 89.9, iMoney Hong Kong, CNBC, Bloomberg Hedge Fund Brief, The Wall Street Journal, The New York Times, Dallas Morning News, Valor Econômico, FIXGlobal Trading, TODAY Online, Oriental Daily News and Business Times.

Mr. Perez has been engaged to present to the Council on Foreign Relations, Vadym Hetman Kyiv National Economic University (Kiev), Quant Investment & HFT Summit APAC 2012 (Shanghai), U.S. Securities and Exchange Commission (Washington DC), CFA Singapore, Hong Kong Securities Institute, Courant Institute of Mathematical Sciences at New York University, University of International Business and Economics (Beijing), Hult International Business School (Shanghai) and Pace University (New York), among other public and private institutions. In addition, Mr. Perez has spoken at a number of global conferences, including Cyber Security World Conference 2014 (New York), Inside Market Data 2013 (Chicago), Emerging Markets Investments Summit 2013 (Warsaw), CME Group’s Global Financial Leadership Conference 2012 (Naples Beach, FL), Harvard Business School’s Venture Capital & Private Equity Conference (Boston), High-Frequency Trading Leaders Forum (New York, Chicago), MIT Sloan Investment Management Conference (Cambridge), Institutional Investor’s Global Growth Markets Forum (London), Technical Analysis Society (Singapore), TradeTech Asia (Singapore), FIXGlobal Face2Face (Seoul) and Private Equity Convention Russia, CIS & Eurasia (London).

Mr. Perez was a vice president at Citigroup, a senior consultant at IBM, and a strategy consultant at McKinsey & Co. in New York City. Previously, he managed Operations and Technology for Peruval Finance. Mr. Perez has an undergraduate degree in Systems Engineering from Universidad Nacional de Ingeniería, Lima, Peru (1994), a Master of Administration from Universidad ESAN, Lima, Peru (1997) and a Master of Business Administration from Columbia Business School, New York, with a dual major in Finance and Management (2002). He belongs to the Beta Gamma Sigma honor society. Mr. Perez resides in the New York City area with his wife Olga, son Edgar Felipe and daughter Svetlana Sofia.

Media Contact:
Julia Petrova
Media Relations Coordinator
The Speed Traders
+1-414-FORUMS0
msjuliapetrova@aol.com
http://www.mredgarperez.com