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

The Huffington Post Praises Knightmare on Wall Street: Perez’s Book Takes the Reader on a Wild Ride

Edgar Perez, former McKinsey and IBM consultant, is a global speaker and author of The Speed Traders, Knightmare on Wall Street, and the forthcoming The 11th-Hour Deal, Behind Washington’s Closed Doors During the 16-day Government Shutdown of October 2013.

Knightmare on Wall Street - Cover

New York, NY, USA (February 14, 2014) — Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets, was recently reviewed by The Huffington Post which praised its “great historical analysis and insights into what exactly went wrong” with Knight Capital. “Edgar Perez’s book takes the reader on a wild ride. A forensic analysis showed how an old forgotten line of code, like an ex-girlfriend, showed up and turned itself on, which began instantly trading a cascade of orders. By 10:00 am that morning, the Knight Capital IT team was able to stop the program, but it continued finishing trades for the next fifteen minutes. Then they began to assess the damage.

James Grundvig, author of the review and CEO/Founder of CloudNician LLC, concludes: “From a platform launch with a morning cup of coffee, to the brink of bankruptcy in less than an hour, Knightmare is a book that is both a page-turner and modern historical drama with outsized egos, supersized packages, and bailouts from rivals who turn into sharks in a chum feeding frenzy.” The full review can be accessed here: http://www.huffingtonpost.com/james-grundvig/book-review-the-meltdown-_b_4719207.html.

Knightmare on Wall Street (http://www.knightmareonwallstreet.com), the fascinating story of Knight Capital, was also the most favorably reviewed Kindle edition book on Amazon in 2013, with an average rating of 5 out of five stars. Knight Capital, 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.

Mr. Perez (http://www.mredgarperez.com) is widely regarded as the preeminent global expert in investing and high-frequency trading. He is author of 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: Pandangan Orang dalam tentang Fenomena Baru Frekuensi Tinggi yang Mentransformasi Dunia Investasi, published in Bahasa Indonesia by Kompas Gramedia (2012). Mr. Perez is course director of The Speed Traders Workshop, How High Frequency Traders Leverage Profitable Strategies to Find Alpha in Equities, Options, Futures and FX (Hong Kong, Sao Paulo, Seoul, Kuala Lumpur, Warsaw, Kiev, New York, Singapore, Beijing, Shanghai). He contributes to China’s International Finance News and Sina Finance and The New York Times.

Mr. Perez (http://www.facebook.com/AmericasUltimateNetworker) has been interviewed on CNBC, FOX BUSINESS, Bloomberg TV, CNN en Español, 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 globally featured on FXFactor, Columbia Business, OpenMarkets, 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 (http://www.weibo.com/edgarperez) was a vice president at Citigroup, a senior consultant at IBM, and a strategy consultant at McKinsey & Co., the American global management consulting firm that focuses on solving issues of concern to senior management; the firm serves as an adviser to businesses, governments, and institutions around the world. McKinsey is widely considered to be the most prestigious management consulting firm in the world, with over 100 offices in 60 countries.

Mr. Perez (http://en.wikipedia.org/wiki/Edgar_Perez) has an undergraduate degree 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 (https://twitter.com/mredgarperez) resides in the New York City metro area and is an accomplished salsa and hustle dancer.

Media Contact:
Julia Petrova
Media Relations Coordinator
Knightmare on Wall Street
+1-414-FORUMS0
info@knightmareonwallstreet.com
http://www.knightmareonwallstreet.com

The Huffington Post’s James Grundvig Discusses Money Book Knightmare on Wall Street with Edgar Perez

Edgar Perez, former McKinsey and IBM consultant, is a global speaker and author of The Speed Traders, Knightmare on Wall Street, and the forthcoming The 11th-Hour Deal, Behind Washington’s Closed Doors During the 16-day Government Shutdown of October 2013.

Mr. Edgar Perez

New York, NY, USA (February 11, 2014) — James Grundvig, author of the review and CEO/Founder of CloudNician LLC, recently discussed Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets, with author Edgar Perez for The Huffington Post. “Perhaps the SEC read his book, because many of its findings can be found in Knightmare on Wall Street. In fact, Perez had addressed the SEC’s Market Abuse Unit in Washington soon after his first book, The Speed Traders, was published.”

Grundvig describes Perez as “a personable, humble, and talented author. His English is breezy, succinct, uses an economy of words to get to the point, and is a pleasure to read. He knows how to hit the right beats to take this true story and give it the drama it deserves, because many lives were ruined because few precautions were taken.” He reveals a number of parties have expressed interest in acquiring the rights to this story. “With the success of Wall Street: Money Never Sleeps and The Wolf of Wall Street, no doubt there is an appetite for stories that depict the dramatic intersections of money and egos,” said Perez.

Knightmare on Wall Street (http://www.knightmareonwallstreet.com), the fascinating story of Knight Capital, was also the most favorably reviewed Kindle edition book on Amazon in 2013, with an average rating of 5 out of five stars. Knight Capital, 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. The full review can be accessed here: http://www.huffingtonpost.com/james-grundvig/book-review-the-meltdown-_b_4719207.html.

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.

Mr. Perez (http://www.facebook.com/AmericasUltimateNetworker) has been interviewed on CNBC, FOX BUSINESS, Bloomberg TV, CNN en Español, 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 globally featured on FXFactor, Columbia Business, OpenMarkets, 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 (http://www.mredgarperez.com) is widely regarded as the preeminent global expert in investing and high-frequency trading. He is author of 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: Pandangan Orang dalam tentang Fenomena Baru Frekuensi Tinggi yang Mentransformasi Dunia Investasi, published in Bahasa Indonesia by Kompas Gramedia (2012). Mr. Perez is course director of The Speed Traders Workshop, How High Frequency Traders Leverage Profitable Strategies to Find Alpha in Equities, Options, Futures and FX (Hong Kong, Sao Paulo, Seoul, Kuala Lumpur, Warsaw, Kiev, New York, Singapore, Beijing, Shanghai). He contributes to China’s International Finance News and Sina Finance and The New York Times.

Mr. Perez (http://www.weibo.com/edgarperez) was a vice president at Citigroup, a senior consultant at IBM, and a strategy consultant at McKinsey & Co., the American global management consulting firm that focuses on solving issues of concern to senior management; the firm serves as an adviser to businesses, governments, and institutions around the world. McKinsey is widely considered to be the most prestigious management consulting firm in the world, with over 100 offices in 60 countries.

Mr. Perez (http://en.wikipedia.org/wiki/Edgar_Perez) has an undergraduate degree 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 (https://twitter.com/mredgarperez) resides in the New York City metro area and is an accomplished salsa and hustle dancer.

Media Contact:
Julia Petrova
Media Relations Coordinator
Knightmare on Wall Street
+1-414-FORUMS0
info@knightmareonwallstreet.com
http://www.knightmareonwallstreet.com

The Huffington Post’s Book Review: Knightmare on Wall Street is “so Rich in Detail, so Riveting”

Edgar Perez, former McKinsey and IBM consultant, is a global speaker and author of The Speed Traders, Knightmare on Wall Street, and the forthcoming The 11th-Hour Deal, Behind Washington’s Closed Doors During the 16-day Government Shutdown of October 2013.

Knightmare on Wall Street - Cover

New York, NY, USA (February 10, 2014) — Knightmare on Wall Street, The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets, was favorably reviewed by The Huffington Post. “Author Edgar Perez’s book is so rich in detail, so riveting, opening with a brief history of the firm and then following with the dramatic August 1, 2012, morning trading meltdown that it boggled this author’s mind.” James Grundvig, author of the review and CEO/Founder of CloudNician LLC, continued: “With no access to Knight’s management, he compiled all the facts to the trading Titanic, with its many parallel story lines, avenues of deep research, and subplots — which savior turned suitor turned predator — and self-published Knightmare on its one-year anniversary in 2013.” The full review can be accessed here: http://www.huffingtonpost.com/james-grundvig/book-review-the-meltdown-_b_4719207.html.

Knightmare on Wall Street (http://www.knightmareonwallstreet.com), the fascinating story of Knight Capital, was also the most favorably reviewed Kindle edition book on Amazon in 2013, with an average rating of 5 out of five stars. Knight Capital, 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.

Mr. Perez (http://www.mredgarperez.com) is widely regarded as the preeminent global expert in investing and high-frequency trading. He is author of 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: Pandangan Orang dalam tentang Fenomena Baru Frekuensi Tinggi yang Mentransformasi Dunia Investasi, published in Bahasa Indonesia by Kompas Gramedia (2012). Mr. Perez is course director of The Speed Traders Workshop, How High Frequency Traders Leverage Profitable Strategies to Find Alpha in Equities, Options, Futures and FX (Hong Kong, Sao Paulo, Seoul, Kuala Lumpur, Warsaw, Kiev, New York, Singapore, Beijing, Shanghai). He contributes to China’s International Finance News and Sina Finance and The New York Times.

Mr. Perez (http://www.facebook.com/AmericasUltimateNetworker) has been interviewed on CNBC, FOX BUSINESS, Bloomberg TV, CNN en Español, 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 globally featured on FXFactor, Columbia Business, OpenMarkets, 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 (http://www.weibo.com/edgarperez) was a vice president at Citigroup, a senior consultant at IBM, and a strategy consultant at McKinsey & Co., the American global management consulting firm that focuses on solving issues of concern to senior management; the firm serves as an adviser to businesses, governments, and institutions around the world. McKinsey is widely considered to be the most prestigious management consulting firm in the world, with over 100 offices in 60 countries.

Mr. Perez (http://en.wikipedia.org/wiki/Edgar_Perez) has an undergraduate degree 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 (https://twitter.com/mredgarperez) resides in the New York City metro area and is an accomplished salsa and hustle dancer.

Media Contact:
Julia Petrova
Media Relations Coordinator
Knightmare on Wall Street
+1-414-FORUMS0
info@knightmareonwallstreet.com
http://www.knightmareonwallstreet.com

Top Venture Capitalist China Expert, Harry Edelson, at Golden Networking’s China Leaders Forum 2013

Building off of the momentum of past conferences, Golden Networking brings back China Leaders Forum 2013 (http://www.ChinaLeadersForum.com), “Will the Chinese Dream Become Long-term Investors’ Dream or Nightmare?”, New York, October 1st.

Mr. Harry Edelson

New York City, NY, USA (September 24, 2013) — Harry Edelson, Managing Director, Edelson Technology Partners, will join China Leaders Forum 2013, “Will the Chinese Dream Become Long-term Investors’ Dream or Nightmare?”, conference that in its fifth edition is gearing up to provide the information practitioners are looking for in an open and unbiased environment, highly conducive to the most efficient and effective networking.

Mr. Edelson is highly respected in both the technology and financial industries and is one of the most prominent and successful venture capitalists on the East Coast. Throughout his career, Mr. Edelson has been known for his energy and outsized results partly due to his unique background combining technology and Wall Street analyst experiences. Mr. Edelson was named an All Star Security Analyst by Institutional Investor magazine and was among the most quoted analysts on Wall Street. Mr. Edelson left Wall Street when the CEOs of ten of the world’s largest multinational corporations (AT&T, Viacom, 3M, Ford Motor, Cincinnati Bell, Colgate-Palmolive, Reed Elsevier, Imation, Asea Brown Boveri and UPS) each in a different business, entrusted him with corporate rather than pension money to manage a series of strategic venture capital funds. Two additional prominent limited partners were Harbourvest and Wellcome Trust which entered the partnerships through secondary purchases. Mr. Edelson worked closely with the executive management of his corporate partners providing strategic assistance, consulting advice and contacts. Other venture capital funds managing equal sums often had four times the personnel and expenses of the Edelson Technology Partner funds (ETP). By way of contrast, Mr. Edelson voluntarily returned to the limited partners over 25% of management fees annually.

His venture capital performance over a 20-year span was rated number one of all venture capital firms in the Eastern United States by two of the four leading auditing firms. The annual return (IRR) for his funds averaged 27%, even through the disastrous stock market decline of 2000-2002. The Edelson Technology Partner funds were the first venture capital investor in ten early stage companies that grew to have market capitalizations of more than $1 billion and up to $30 billion. This was accomplished in part by Mr. Edelson’s instigation and support of numerous M&A transactions. Mr. Edelson has served on 80 boards, 12 as chairman.

Mr. Edelson’s career includes a long line of firsts. He was the first Wall Street analyst to combine coverage of computers, software and telecommunications. At that time, there was not even one buy side telecommunications analyst. He conducted the first video conference call on Wall Street bringing together CEOs and investors. Because of his background as a computer engineer and telecommunications engineer, and his innovative research on the confluence of computers and telecommunications, Mr. Edelson performed consulting assignments for more than 50 corporations. Before hedge funds were popular, he started a hedge fund for CEOs of technology companies and had positive results in a severely down market.

In March 2007, Mr. Edelson raised $40 million for a public Special Purpose Acquisition Company (SPAC) whose mandated goal was to merge with a Chinese company within two years. To complete the merger by the deadline in 2009, Mr. Edelson traveled to China 13 times in 18 months. His travels to numerous provinces in China entailed visits to 50 companies involved in diverse industries. In 2009, when many SPACs failed to complete their mergers and had to dissolve, Mr. Edelson completed a merger with a high-growth specialty thin steel company.

China Leaders Forum 2013 will provide attendees with the responses to the above-mentioned questions and the most up-to-date review of where the Asian giant stands and the challenges and opportunities for businessmen looking to expand their business with China when others only see growth contraction. Recognized experts, regulators, and strategists, will return to China Leaders Forum 2013 to provide the information practitioners are looking for in an open and unbiased environment, highly conducive to the most efficient and effective networking:

Experts include:
– Ann Lee, Author, What the U.S. Can Learn from China
– Crocker Coulson, President, CCG Investor Relations
– Dan David, Co-founder and Vice President, GeoInvesting
– Edgar Perez, Author, The Speed Traders, Knightmare on Wall Street
– Harry Edelson, Managing Director, Edelson Technology Partners
– James O’Neill, Managing Partner, Jin Niu Investment Management Ltd.
– Janet Stites, Publisher, China Business Knowledge
– John Allen, Chairman & CEO, Greater China Corporation
– Jonathan Krane, CEO, Harvest Krane
– Lisa Prager, Partner, Schulte Roth & Zabel
– Minggao Shen, Managing Director, Citigroup
– Ned Cloonan, Managing Director, Liberty Square Group
– Neng Wang, Chong Khoon Lin Professor of Real Estate, Columbia Business School
– Peter Halasz, Partner, Schulte Roth & Zabel
– Reuben Guttman, Director, Grant & Eisenhofer
– Robert Vambery, Professor of International Business, Lubin School of Business

China Leaders Forum 2013 is produced by Golden Networking (http://www.goldennetworking.net), the premier networking community for business executives, entrepreneurs and investors. Panelists, speakers and sponsors are invited to contact Golden Networking by sending an email to information@goldennetworking.net.

Media Contact:
Julia Petrova
Media Relations Coordinator
Golden Networking
+1-414-FORUMS0
jpetrova@goldennetworking.net
http://www.goldennetworking.net

Jonathan Krane, CEO of Harvest Krane Investments, at Influential China Conference

Building off of the momentum of past conferences, Golden Networking brings back China Leaders Forum 2013 (ChinaLeadersForum.com), “Will the Chinese Dream Become Long-term Investors’ Dream or Nightmare?”, New York, October 1st.

Mr. Jonathan Krane

New York City, NY, USA (September 24, 2013) — Jonathan Krane is CEO of Harvest Krane Investments., will speak at Golden Networking’s China Leaders Forum 2013, “Will the Chinese Dream Become Long-term Investors’ Dream or Nightmare?”, conference that in its fifth edition is gearing up to provide the information practitioners are looking for in an open and unbiased environment, highly conducive to the most efficient and effective networking.

Mr. Krane is responsible for growing the US business and developing financial products and strategies to meet US investor needs. He focuses on establishing and growing relationships with institutional and retail clients and driving assets and profitability for the firm in the United States.

Prior to joining Harvest, Mr. Krane spent five years working in China. He founded Krane Capital, an investment and advisory company based in New York and Beijing. Mr. Krane is a registered representative of Harvest Krane Investments with series 6, 62, 63, and 24 registration.

China Leaders Forum 2013 will provide attendees with the responses to the above-mentioned questions and the most up-to-date review of where the Asian giant stands and the challenges and opportunities for businessmen looking to expand their business with China when others only see growth contraction. Recognized experts, regulators, and strategists, will return to China Leaders Forum 2013 to provide the information practitioners are looking for in an open and unbiased environment, highly conducive to the most efficient and effective networking.

China Leaders Forum 2013 is produced by Golden Networking (http://www.goldennetworking.net), the premier networking community for business executives, entrepreneurs and investors. Panelists, speakers and sponsors are invited to contact Golden Networking by sending an email to information@goldennetworking.net.

Media Contact:
Julia Petrova
Media Relations Coordinator
Golden Networking
+1-414-FORUMS0
jpetrova@goldennetworking.net
http://www.goldennetworking.net

Tech2Trade Expo 2013 New York City to Discuss HFT not Driving Investors from the Stock Market

Golden Networking

Golden Networking brings Tech2Trade Expo 2013 (www.Tech2TradeExpo.com), World’s Most Influential Alternative Investments Conference Series, including High Frequency Trading Leaders Forum 2013, “Strategic and Tactical Insights for Investors, Speed Traders, Brokers and Exchanges,” New York City, London, Chicago, Singapore and Frankfurt (www.High-Frequency-Trading-Conference.com).

Tech2Trade Expo

New York City, NY, USA (July 12, 2013) — For a long time, only a tiny group of folks like me cared about the structures through which investors’ orders to buy and sell stocks and other financial instruments were actually traded. Lately, that has changed, as it will be noted at High Frequency Trading Leaders Forum 2013 New York City, July 30th, as part of Tech2Trade Expo 2013 New York City (http://www.Tech2TradeExpo.com).

According to a Financial Times op-ed, a few years ago, during the peak of the financial crisis, the rest of the world started waking up to what my fellow geeks and I had long known: US equity market structure had undergone a vast, long-term transformation – from a simple, mostly manual system to an extraordinarily complex, highly automated one – and that this metamorphosis was spreading to other markets globally.

Once relegated to obscure trade journals and dry industry conferences, market structure is now front-page news. And that coverage tends to focus on episodes in which technology fails: the 2010 “flash crash” in US markets and, in 2012, the aborted initial public offering of exchange company BATS Global Markets, systems troubles that affected the Facebook IPO and a software glitch at Knight Capital Group.

News stories, blogs and social media posts refer ominously to such incidents and, generally, to high-frequency trading, as seriously damaging investor confidence. The average reader could be forgiven for thinking that worries over HFT and modern market structure are driving mom-and-pop investors from the stock market in droves, like so many terrified villagers in a Godzilla film.

Justin Schack, managing director and partner at Rosenblatt Securities in New York, agrees that today’s structure may not be pretty, and elements of it surely need fixing, but it wound up delivering better outcomes for end investors than what it replaced. Transaction cost data from multiple vendors show that institutional investors can implement ideas far more cheaply today than before the transformation. This includes not just exchange fees and broker commissions, but also the price impact of large trades hitting the market. New, fundamental changes to market-structure regulation could trigger another transformative cycle, with no guarantee that investor outcomes would improve in the end.

Golden Networking’s High Frequency Trading Leaders Forum 2013 will examine the speed trading industry from various angles, in an opened and unbiased environment highly conducive to networking. Topics to be discussed at High Frequency Trading Leaders Forum 2013 will include:

– Low Latency: How can Ultra-Low Latency be Achieved for High-Frequency Trading?
– Emerging Markets: How will Emerging Markets from Brazil to China Affect the Scope of High-frequency Trading?
– Robotic Markets: As High-frequency Trading Embraces Robotic Markets Worldwide, How Will Participants be Able to Find new Opportunities to Sustain Alpha Creation?
– Regulatory Impact: With High-frequency Trading in the Spotlight, how will New Regulations Change the Industry?
– The Future of HFT: How will High-frequency Trading Evolve in Ever-changing Technology and Regulatory Environments?

Tech2Trade Expo 2013, to be held in New York City, London, Chicago, Singapore and Frankfurt, is the world’s most influential alternative investments forum for the hedge fund, high-frequency trading and derivatives communities. With dozens of practitioners, experts and regulators speaking in our programs, Tech2Trade Expo 2013 provides hundreds of investors, traders and portfolio managers with the key lessons, proven recipes and penetrating insights they are looking for to capture alpha in up and down markets.

High Frequency Trading Leaders Forum 2013 is produced by Golden Networking (http://www.goldennetworking.net), the premier networking community for business executives, entrepreneurs and investors. Panelists, speakers and sponsors are invited to download our Information Package or contact Golden Networking directly by calling +1-414-FORUMS0 or sending an email to information@goldennetworking.net.

Media Contact:
Julia Petrova
Media Relations Coordinator
Golden Networking
+1-414-FORUMS0
jpetrova@goldennetworking.net
http://www.goldennetworking.net