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Study Group: Discount/Online Brokerage Services Experts

Council Members in this Study Group: 111

This study group may include experts knowledgeable on commercial banking, retail banking, asset management, mortgages, consumer finance, exchanges, capital markets, transaction processing, credit cards, insurance, and business services.

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Leading Experts in this Study Group

Patrick Young, Founder and Chairman, Derivatives VisionPatrick Young

Founder and Chairman
Derivatives Vision
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Patrick Young is the Founder and Chairman of Derivatives Vision, a securities exchange advisory and media company. Mr. Young has over 22 years experience in securities exchanges focused on ETFs, hedge funds, single stock futures, stock exchange structures, and market structures. His background is in...

Justin Hupet, CFA

Consultant
Justin Hupet
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Justin Hupet is a Canada based independent Consultant specializing in capital markets, investment, and financial and business services consultancy to institutional asset managers, hedge funds, private equity firms, and broker/dealers; as well as financial intermediation, divestitures, and corporate...

Daniel Lintz, President & Chief Executive Officer, Safe Harbour Japan K.K.Daniel Lintz

President & Chief Executive Officer
Safe Harbour Japan K.K.
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Daniel Lintz is currently President and Chief Executive Officer of Safe Harbour K.K., a risk management consultancy. Mr. Lintz provides powerful insight into regulatory developments affecting the Japanese consumer lending industry. He is also an expert in Japanese real estate securitization, banking...

Barbara Fraser, SVP, Global Brand Strategy, AMERICAN EXPRESS COMPANYBarbara Fraser

FormerSVP, Global Brand Strategy
AMERICAN EXPRESS COMPANY
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Barbara Fraser was Senior Vice President, Global Brand Strategy for American Express; she was one of the company's top 50 executives until her retirement in August 2006. During her five years at American Express, Ms. Fraser also served as Executive Vice President, Products and Chief Marketing Officer...

Geoffrey Bobroff, President, Bobroff Consulting Inc.Geoffrey Bobroff

President
Bobroff Consulting Inc.
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Geoffrey Bobroff is President at Bobroff Consulting, a Rhode Island-based mutual fund consultant and advisory firm. Mr. Bobroff has over 35 years of experience in the asset management business. Bobroff Consulting advises clients that offer packaged financial products such as mutual funds, variableinsurance...

Josh Levy

Managing Director
Tactical Asset Management
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Josh Levy is the Managing Director of Tactical Asset Management, a foreign exchange investment advisory and algorithmic proprietary trading firm, which he founded in 2004. Mr. Levy has over 18 years of forex sales & trading experience. He was a Senior Interbank Forex Trader at Goldman Sachs' global...

David White, Managing Principal, Riskapital AdvisorsDavid White

Managing Principal
Riskapital Advisors
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

David White is Managing Principal at Riskapital Advisors, an Australia-based independent consultancy specializing in securities and banking products, fixed income, equity and credit derivatives, as well as stock exchange and futures exchange regulation. Between March 1995 to April 1999, Mr. White was...

Robert Mazzarella

Chairman & CEO
PYXIS MOBILE, INC.
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Robert Mazzarella has over 33 years experience in the securities industry, including 18 years at Fidelity Investments. He retired as the President of Fidelity Brokerage Services, LLC in February 2002. As President, Mr. Mazzarella had overall responsibility for all of Fidelity’s retail brokerage products...

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GLG NewsSM Analyses by this Study Group's Leading Experts (?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

ISDA Determination on JAL Rehabilitation Not Welcome

November 19, 2009

Daniel Lintz, President & Chief Executive Officer, Safe Harbour Japan K.K.

Will JAL Be Required to Settle JPY100 Billion in Derivatives Contracts? | headlines.yahoo.co.jp

The Yomiuri Shinbun reports that the International Swaps and Derivatives Association (ISDA) may require Japan Airlines Corporation to settle JPY 100 billion in swaps and derivatives as a result of filing for creditor protection under ADR provisions of the Special Measure for Industrial Revitalization,...

JAL Rehabilitation Not Awaiting for ISDA Ruling

November 19, 2009

Daniel Lintz, President & Chief Executive Officer, Safe Harbour Japan K.K.

Will JAL Be Required to Settle JPY100 Billion in Derivatives Contracts? | headlines.yahoo.co.jp

The Yomiuri Shinbun reports that the International Swaps and Derivatives Association (ISDA) may require Japan Airlines Corporation to settle JPY 100 billion in swaps and derivatives as a result of filing for creditor protection under ADR provisions of the Special Measure for Industrial Revitalization,...

JAL Alternative Dispute Resolution Not a Credit Event

November 19, 2009

Daniel Lintz, President & Chief Executive Officer, Safe Harbour Japan K.K.

Will JAL Be Required to Settle JPY100 Billion in Derivatives Contracts? | headlines.yahoo.co.jp

The Yomiuri Shinbun reports that the International Swaps and Derivatives Association (ISDA) may require Japan Airlines Corporation to settle JPY 100 billion in swaps and derivatives because the company has filed for creditor protection under the Special Measure for Industrial Revitalization,highlighting...

Japan Consumer Finance Regulation Faces Final Hurdle

November 1, 2009

Daniel Lintz, President & Chief Executive Officer, Safe Harbour Japan K.K.

Govt May Backtrack On Tighter Moneylender Regulations | www.nni.nikkei.co.jp

A committee of policy makers assigned to the Financial Services Agency, Consumer Affairs Ministry and Ministry of Justice will convene this month to assess the impact of Revisions to the Money Lending Business Law on the consumer credit industry in Japan. The committee will either recommendto...

JAL Downgraded on Transport Minister Comments

October 31, 2009

Daniel Lintz, President & Chief Executive Officer, Safe Harbour Japan K.K.

R&I Cuts JAL's Credit Rating 3 Notches On Turnaround Concerns | www.nni.nikkei.co.jp

Domestic rating agency R&I downgraded the corporate credit rating for Japan Airlines Corporation to CCC junk grade amid reports that Transport Minister Hon. Seiji Maehara may seek special legislation designating the company as "effectively bankrupt" in order to reduce pension payouts, underscoring...

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Members in this Study Group include these company types:

  • Consulting Firm
  • Boutique Private Client Services
  • Independent Consulting Firm
  • Online Brokerage
  • Boutique Investment Bank
  • Prime/Institutional Brokerage
  • Private Client Services

Members in this Study Group often have these job titles:

  • President
  • Principal
  • Chief Executive Officer
  • Director
  • Consultant
  • Managing Director
  • Account Manager
  • Partner

GLG Live Meetings with this Study Group's Leading Experts (?)

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Leading Experts in Discount/Online Brokerage Services Experts Study Group have not participated in any upcoming seminars.

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