POEMS

LiquidityBook Appoints Trading Technology Industry Veteran Jason Morris as President

Retrieved on: 
Monday, January 29, 2024

NEW YORK, Jan. 29, 2024 /PRNewswire/ -- LiquidityBook, a leading provider of cloud-native buy- and sell-side trading solutions, is pleased to announce the appointment of Jason Morris as its new President. With an impressive track record in the industry and prior executive leadership roles, Morris brings a wealth of knowledge and expertise to the position. This new hire continues LiquidityBook's growth strategy, which encompasses the full range of strategic hires throughout the organization, growth via M&A and enhancing products and services to more holistically serve a growing clientele.

Key Points: 
  • NEW YORK, Jan. 29, 2024 /PRNewswire/ -- LiquidityBook, a leading provider of cloud-native buy- and sell-side trading solutions, is pleased to announce the appointment of Jason Morris as its new President.
  • With an impressive track record in the industry and prior executive leadership roles, Morris brings a wealth of knowledge and expertise to the position.
  • "LiquidityBook has already established itself as a trusted partner within the financial industry by consistently delivering cutting-edge solutions that empower clients," added Morris.
  • The addition of Jason Morris further strengthens its commitment to providing best-in-class products and services to this industry.

LiquidityBook Achieves Record Success in 2023; Sets Sights on Further Growth in 2024

Retrieved on: 
Thursday, January 18, 2024

Throughout 2023, LiquidityBook witnessed a surge in client interest from all segments it serves: outsourced trading desks and broker-dealers; hedge funds and asset managers; independent software vendors and more.

Key Points: 
  • Throughout 2023, LiquidityBook witnessed a surge in client interest from all segments it serves: outsourced trading desks and broker-dealers; hedge funds and asset managers; independent software vendors and more.
  • LiquidityBook's acquisition of Messer – a highly regarded capital markets fintech provider specializing in multi-asset financing automation and reconciliation capabilities – was a highlight of 2023.
  • By completing the full integration of our technology even before closing the acquisition, we brought enhanced solutions to market immediately.
  • In 2024, we look forward to building on this momentum, and to continuing to provide comprehensive solutions to current and new clients alike."

LiquidityBook Redefines Trading Technology Again with Release of LBX PMS 2.0; Accelerates Multi-Asset Capabilities via Acquisition of Messer FS

Retrieved on: 
Wednesday, October 4, 2023

NEW YORK and HONG KONG and LONDON, Oct. 4, 2023 /PRNewswire/ -- LiquidityBook, a leading provider of cloud-native buy- and sell-side trading solutions, announced today the general availability of LBX PMS 2.0, its newly enhanced Portfolio Management and Accounting System. The addition of in-demand functionality — including robust accounting and reconciliation workflows woven into both the LBX Buy-Side and LBX Sell-Side products, as well as full ABOR/IBOR, AUM and shadow NAV capabilities — has elevated the LBX suite to the definitive Portfolio, Order and Execution Management System (POEMS) with an embedded FIX network, while maintaining the firm's trademark modularity. Clients can continue to utilize any or all components of the stack.

Key Points: 
  • Portfolio management functionality has been available via the LBX suite since LiquidityBook's founding in 2005.
  • Since then, the firm has steadily delivered enhancements and new features, driven equally by the team's internal product roadmap and by client request.
  • We are excited to now be part of LiquidityBook and for the opportunities it offers our combined client base."
  • "LiquidityBook continues to build upon our core value proposition: one code base, every use case," said Kevin Samuel, CEO of LiquidityBook.

LightPoint Financial Technology prepares its clients for upcoming SEC ruling with Drawbridge partnership

Retrieved on: 
Wednesday, May 3, 2023

SARASOTA, Fla., May 3, 2023 /PRNewswire/ -- LightPoint Financial Technology ("LightPoint"), a SaaS vendor that helps fund managers and advisors grow their businesses, is partnering with Drawbridge to gain access to the vendor's comprehensive range of cybersecurity solutions and services. The partnership will help LightPoint and its clients maintain compliance with current and upcoming governance, risk, and compliance (GRC) requirements, while combatting cyber threats and third-party risks.

Key Points: 
  • SARASOTA, Fla., May 3, 2023 /PRNewswire/ -- LightPoint Financial Technology ("LightPoint"), a SaaS vendor that helps fund managers and advisors grow their businesses, is partnering with Drawbridge to gain access to the vendor's comprehensive range of cybersecurity solutions and services.
  • The partnership will help LightPoint and its clients maintain compliance with current and upcoming governance, risk, and compliance (GRC) requirements, while combatting cyber threats and third-party risks.
  • The SEC has made it clear that cybersecurity is a top priority in the coming years.
  • Additionally, Drawbridge makes sure our corporate IT policies reflect best practices and the entire LightPoint team is well-versed and current in all aspects of cybersecurity."

LightPoint Financial Technology and FactSet Collaborate to Provide Greater Data Flexibility

Retrieved on: 
Thursday, January 26, 2023

NEW YORK, Jan. 26, 2023 /PRNewswire/ -- LightPoint Financial Technology ("LightPoint") and FactSet, a global financial digital platform and enterprise solutions provider, are collaborating to offer hedge funds, institutional asset managers, and family offices a fully integrated front-to-back solution with greater data flexibility.

Key Points: 
  • Joint solution offers hedge funds, institutional asset managers, and family offices greater data flexibility to complement individual investment needs
    NEW YORK, Jan. 26, 2023 /PRNewswire/ -- LightPoint Financial Technology ("LightPoint") and FactSet , a global financial digital platform and enterprise solutions provider, are collaborating to offer hedge funds, institutional asset managers, and family offices a fully integrated front-to-back solution with greater data flexibility.
  • "With this integration, clients gain access to consolidated, real-time and delayed data from over 300 global exchanges and data venues along with reference data across all major asset types within the LightPoint application," said Jonathan Reeve, Head of Content and Technology Solutions, FactSet.
  • "This collaboration expands our market data capabilities and gives our clients more options for selecting data providers that align with their investment needs," said Bobby May, Co-Founder & Chief Development Officer, LightPoint Financial Technology.
  • "FactSet's market data and analytics are a key component of our applications and help our clients identify and capitalize on investment opportunities."

LevelField Financial Selects AlgoTrader's pOEMS for Digital Asset Trading and Orchestration

Retrieved on: 
Wednesday, July 27, 2022

HOUSTON and ZURICH, July 27, 2022 /PRNewswire/ -- LevelField Financial (LevelField), the U.S. financial services firm focused on uniting digital assets and traditional banking services in one trusted platform, announced today that it has selected AlgoTrader, the leading digital asset trading software firm, to deploy its institutional crypto and digital asset trading operations. AlgoTrader's modular portfolio, order, and execution management system (pOEMS) provides a powerful platform for accessing deep liquidity as well as sophisticated interoperability capabilities for LevelField's Over-the-counter (OTC) trading desk.

Key Points: 
  • HOUSTON and ZURICH, July 27, 2022 /PRNewswire/ -- LevelField Financial (LevelField), the U.S. financial services firm focused on uniting digital assets and traditional banking services in one trusted platform, announced today that it has selected AlgoTrader, the leading digital asset trading software firm, to deploy its institutional crypto and digital asset trading operations.
  • In addition, LevelField will leverage AlgoTrader platform's rich application programming interfaces (APIs) and its intuitive front-end, to serve the digital asset needs of a wide range of customers from financial institutions to retail and high-net-worth-individuals.
  • "AlgoTrader's feature-rich pOEMS platform meets our rigorous security standards and affords LevelField the flexibility to grow our digital asset business," commented LevelField CTO Michael William Clayton.
  • "AlgoTrader's DNA, rooted in traditional and quantitative trading solutions built by trading system veterans, madethem the ideal partner to enhance the LevelField offering.

LiquidityBook Adds Bryon Cole as Director of Buy-Side Sales

Retrieved on: 
Thursday, April 21, 2022

New York, April 21, 2022 (GLOBE NEWSWIRE) -- LiquidityBook, a leading provider of cloud-native buy- and sell-side trading solutions, today announced the hire of Bryon Cole as Director of Buy-Side Sales.

Key Points: 
  • New York, April 21, 2022 (GLOBE NEWSWIRE) -- LiquidityBook, a leading provider of cloud-native buy- and sell-side trading solutions, today announced the hire of Bryon Cole as Director of Buy-Side Sales.
  • With extensive experience in the capital markets technology space, Mr. Cole has established deep ties to firms across the buy-side community.
  • He most recently served as Director of Sales and Business Development at GLS Fund Services, where he led all sales and business development initiatives for the companys data and intelligence products.
  • Mr. Cole said: I am excited at the prospect of working with the forward-thinking team here at LiquidityBook.

LiquidityBook Hires James Baxter as Head of Global Buy-Side Sales

Retrieved on: 
Wednesday, January 19, 2022

New York, Jan. 19, 2022 (GLOBE NEWSWIRE) -- LiquidityBook, a leading provider of cloud-native buy- and sell-side trading solutions, today announced the hire of James Baxter as Head of Global Buy-Side Sales.

Key Points: 
  • New York, Jan. 19, 2022 (GLOBE NEWSWIRE) -- LiquidityBook, a leading provider of cloud-native buy- and sell-side trading solutions, today announced the hire of James Baxter as Head of Global Buy-Side Sales.
  • In this role, Mr. Baxter will be responsible for generating sales within the firms buy-side vertical.
  • As LiquidityBook continues to expand globally, he will play an instrumental role in helping the firm to successfully navigate its growth strategy.
  • Mr. Baxter most recently served as Senior Director of New Sales at Eze Software Group, where he led a sizable team and managed the companys hedge fund sales for North America.

OnKure Therapeutics Appoints Jennifer R. Diamond, M.D., as Chief Medical Officer

Retrieved on: 
Thursday, October 14, 2021

OnKure, Inc., a clinical-stage biopharmaceutical company discovering and developing the next generation of oncology precision medicines, today announced the appointment of Jennifer R. Diamond, M.D., as Chief Medical Officer.

Key Points: 
  • OnKure, Inc., a clinical-stage biopharmaceutical company discovering and developing the next generation of oncology precision medicines, today announced the appointment of Jennifer R. Diamond, M.D., as Chief Medical Officer.
  • We are very pleased to welcome Jennifer to our growing leadership team, said Tony Piscopio, Ph.D., Co-Founder, President and Chief Executive Officer of OnKure.
  • In addition to serving in her role at OnKure, Dr. Diamond works in the Division of Medical Oncology at the University of Colorado Anschutz Medical Campus as a breast cancer medical oncologist and Associate Professor of Medicine.
  • I am thrilled to be joining OnKure at such an important time in the Companys growth, said Dr. Diamond.