Robert Adler 10.2024 - Founding Business PRESALE Offering:
AMG Kernel - Virtual Nature of Changing Values and Sentiment
- Developed AMG Kernel to originate interactive dashboard visualizations of changing values and sentiment with trusted market data.
- EDGAR filing data changes at SEC.gov are visualized for time-series analytics that drive learning tools like AWS QuickSight with AWS SageMaker, SalesforceTableau with AWS SageMaker, or ad hoc integration.
- Market data sentiment analytics visualize net investor demand and expected market values of open-end fund asset flows, securities prices, and professional share ownership levels.
- Interactive time-series 'etch-a-sketch' analytics apply continuous (quantitative) measures of dollar-driven values and template qualitative notions of change that matter in non-Financial and unregulated dimensions (tech, social, media, determinative....); where sentiment is also unique, relevant, and important.
- Business Concept data and analytics design is described at www.amgui.com
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Thomson Reuters (Lipper) 2009-2010 Director Fixed Income Americas
- Sold AMG Data Services to Thomson Reuters (Lipper) in 2009.
- Upgraded Customer Subscriptions; 92% Renewal; Added new business globally.
- Managed the transition of the AMG fund flow and portfolio data acquisition systems, procedures, and methodologies.
- Integrated AMG products and pricing mechanisms to enhance the Lipper brand and product offerings.
- Research, Sales Closer with TR and Lipper teams;
- Sourced print media analysis of weekly fund flow data and reports to WSJ, Barron's, NY Times, Dow Jones, Bloomberg.
AMG Data Services ∙ 1991-2009
Founder, CEO
- Designed, managed, and marketed accurate, timely, and comprehensive fund flow investment data as the weekly proxy for investor sentiment.
- Continuous customer renewals to the AMG data by investment firms include Goldman, BAML, Citi, Fidelity, Renaissance, JP Morgan, Barclays, etc.
- Utilized evolving open-source database and Internet technologies to collect, verify, and render asset and price data into reports of investor fund flows in the $28 Trillion US mutual fund (incl. ETF) data set.
- Created database of SEC investment management companies and US registered mutual fund portfolios to identify relative liquidity in security-specific portfolio datasets that include industry group, country, ETF classes, and other indexes structured for emerging analytics.
- Demonstrated how liquidity analysis augments fundamental research with unique perspectives of mutual fund flows and professional market action; then add additional interactive value to indentify buy/sell candidates and emerging ETF classes as leading market indicators.
Bridge Information Systems ∙ 1986-1989
Director of Fixed Income
Designed and marketed a fixed income order indication system to >100 dealers and investment managers that enabled market participants to indicate bond purchase/sale interest with specific/vague ID of the price, size, and name components of a securities trade.
Robert L. Adler & Co, Inc. ∙ 1982-1986
Founder, CEO
- General securities broker dealer was granted a 'No-Action letter' by SEC Staff to operate a tax-exempt securities exchange.
- The automated execution system for municipal bonds was among the first fixed-income trading systems developed and implemented in a regulated environment.
Securities and Information Industry Positions 1968-1981 include:
- Municipal Bond Trading, Underwriting, Sales
- Corporate Planning
- Tax Shelter Sales
- Cage Operations
EDUCATION - TRAINING
New York University (Stern) Graduate School of Business Administration:
- MBA in Management Science
University of Minnesota:
- Bachelor of Arts – American Studies, Sociology, Chemistry
NASD Examinations (CRD License 1645):
S1: Full Registration/General Securities Representative
S24: General Securities Principal
S27: Financial and Operations Principal
S53: Municipal Bond Securities Principal
Lectured in Money, Banking, Corporation Finance
California State University (Humboldt)