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Thought Leadership

Read below for industry assessments by ConvergEx executives that explore and analyze today's                                     evolving investment climate.

July 2011

CSAs and the New World Order - Part II

July 2011

CSAs and the New World Order

June 2011

Pickard Washington Report, 2nd Quarter 2011

March 2011

Pickard Washington Report, 1st Quarter 2011

March 2011

RealTick Profile - The TRADE    

Dec 2010

Pickard Washington Report, 4th Quarter 2010

Sept 2010 

SEC Interpretive Guidance Letter - CSA Payments - September 2010

Sept 2010  

ConvergEx Group's SEC Comment Letter on CSA Payments

John D. Meserve, Executive Managing Director, ConvergEx

Sept 2010

Pickard Washington Report, 3rd Quarter 2010

June 2010

Pickard Washington Report, 2nd Quarter 2010

March 2010

Pickard Washington Report, 1st Quarter 2010 

Feb 2010

Securities Industry News

ConvergEx Shines its Light on Expanding Dark Pools                        

Joseph Velli, Chairman and CEO, ConvergEx 

Feb 2010

Traders Magazine - Filling the Void 

New Firms Alter the Trading of Illiquid ETFs

Thomas Smykowski, Managing Director, ConvergEx

Jan 2010

PLANSPONSOR Year in Review 2009, Silver Lining Stories

Commitment and Consistency: Winners in Transition Management                                                    

Frederick Bailey, Managing Director and Global Head of Plan Sponsor Sales, ConvergEx              

Kevin Byrne,CFA, Managing Director and Head of U.S. Product Management, ConvergEx Global Transition Management

Dec 2009

Pickard Washington Report, 4th Quarter 2009

Nov 2009

THE TRADE - Algorithmic Trading and Smart Order Routing 3rd Edition

Best of Breed in Global Algorithm Trading       

Gary Ardell, Managing Director, ConvergEx   

William Capuzzi, Managing Director, ConvergEx

Sept 2009

Pickard Washington Report, 3rd Quarter 2009

 

June 2009

Traders Magazine - Crossing and Dark Pools Special Supplement

 

At ConvergEx, It’s the Best of All Worlds

June 2009

Pickard Washington Report, 2nd Quarter 2009

March 2009

Pickard Washington Report, 1st Quarter 2009

Jan 2009

Pickard Washington Report, 4th Quarter 2008

 

Oct 2008

Inter-market Quantitative Analysis                                                                                                     

Thomas Smykowski, Managing Director,ConvergEx      

Dimitriy Nuriyevi, Vice President, Portfolio Trading Services, ConvergEx

 

Sept 2008

Pickard Washington Report, 3rd Quarter 2008

 

July 2008

Pickard Washington Report, 2nd Quarter 2008

 

 

May 2008

TABB Group Report - The Optimal Transition - Mitigating Risk and Minimizing Market Impact

 

May 2008

Plan Sponsor 2008 Transition Management Survey

 

 

May 2008

Traders Magazine - Crossing and Dark Pools Special Supplement

 

Unconflicted Approach to Deep and Dark Liquidity

 

David Quinlan, Executive Managing Director and Head of Strategy, ConvergEx

 

 

April 2008

Buy-Side Technology

 

The single front-office platform: not only feasible – it’s already happening  

Rob Keller, CFA, Vice President of Product Management, Eze Castle Software

 

April 2008

Pickard Washington Report, 1st Quarter 2008

 

Dec 2007

Pickard Washington Report, 4th Quarter 2007 

 

Dec 2007

Institutional Investor: A Guide to Liquidity

 

Beyond Execution: The Changing Role of the Trader in a Liquidity Management Environment 

 

Gary Ardell, Managing Director, ConvergEx                                                                                          Head of Financial Engineering and Advanced Trading Solutions

 

Joseph Cangemi, Managing Director, ConvergEx & Head of Electronic Sales

 

Oct 2007

APEX White Paper - Optimal Portfolio Trading Strategy

Gary Ardell, Managing Director, ConvergEx & Head of Financial Engineering and Advanced Trading Solutions       

Thomas Smykowski, Managing Director, ConvergEx

                                                                                                                        

Sept 2007

 

Pickard Washington Report, 3rd Quarter 2007 

June 2007

Euromoney’s Derivatives Handbook

Lightening the Load                                

Rob Keller, CFA, Vice President of Product Management, Eze Castle Software

 

June 2007 

 

 Pickard Washington Report, 2nd Quarter 2007

 

April 2007

Institutional Investor Algorithmic Trading Guide

Machine vs. The Man: Bringing the Trade Back to the Trader                                                                         

Gary Ardell, Managing Director, ConvergEx & Head of Financial Engineering and Advanced Trading Solutions 

Jeff Gavin, Electronic Trading Product Manager, Eze Castle Software

  

March 2007

 

Traders Magazine Best Execution Supplement

Industry Leaders Address the Search for Best Execution                                                                                 

Jeanne Murtaugh, Director, ConvergEx

Carey Pack, President, BNY ConvergEx Execution Solutions

Anthony Blumberg, President, ConvergEx Global Markets 

Gary Ardell, Managing Director,ConvergEx, & Head of  Financial Engineering and Advanced Trading Solutions Group

 

Oct 2006

 

Traders Magazine Executive Perspectives

Where Trading and Technology Converge                                                                                         

Joseph M. Velli, Chairman & CEO, ConvergEx

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                                

 

 

 

 

 

 

 

 

 

 

 


  • AWARDS

    Voted #1 Provider of Prime Brokerage Solutions (2011 Global Custodian Prime Brokerage Survey)

    Hedge Fund Technology Provider of the Year - Eze Castle Software (2011 ICFA Service Provider Awards)

    Recognized as One of the World’s Best Brokers (Bloomberg Markets Magazine, 2011)

    Best Product Implementation - ConvergEx's Eze OMS™ (2010 Buy-Side Technology Awards)

    Recognized as a Globe 100 - Top Place to Work (The Boston Globe, 2010, 2009, 2008)

    Named a Best Place to Work in Greater Boston (The Boston Business Journal, 2010, 2009, 2008, 2007)

  • OTHER

    Our Leadership Team
  • CONTACT

    ConvergEx

    800.367.8998