Presentation to a Finance class at Illinois. Talks about how markets have changed, and how big data can integrate itself into tools for financial planning and trading-and to get a jump on the markets.

1. Using Technology to Help Your
Clients And Yourself

2. How To Find Me
• @pointsnfiguresTwitter, Stocktwits.com, TradingView.co
m
• Pointsandfigures.comBlog
• LinkedIN, Facebook, Klout, About.me, Angel.co, Snapchat, Y
ouTube, Disqus, Foursquare, Tumblr, Instagram, Pinterest, G
oogle+, Kik, Skype, TradingView, Stocktwits, LikeFolio, Voom
ly, LinkedIN
• BuiltinChicago.org, Hyde Park Angels
• West Loop Ventures (westloopventures.com)
• NationalWW2Museum Board of Trustees
(nationalww2museum.org)
• Former Board of Directors of CME

3. Tech Helps You Help Clients
• Value-Line to Yahoo!Finance, CNNMoney, The
Street.com (pedestrian, everyone knows)
• Bloomberg (expensive in a business where
margin is getting squeezed)
• Television is boring, hype, irrelevant and late
• Markets have gotten faster, electronic
• Answer-Look to Dot Com Innovation:
Ycharts.com; Riskalyze.com;
Estimize.com, TradingView.com, Likefolio.com, St
ocktwits.com and Blogs.

4. Data And Speed of Execution
• Finance People Love Numbers and Data
• HFT is radically changing the marketplace
• when data is a commodity, and time-toexecute is near-zero...the next logical edge is
in signals derived from non-conventional data
applied to LONGER time horizons
• Where do you find that edge?

5. The Financial Terminal of the Web.
Huge amounts of datasets, and the ability to
manipulate data in new and unique ways to get
insight.
Priced just right for professionals
Let’s you export data for yourself, and clients

6. Stocktwits is a communications platform for the investing
community.
You get cutting edge information before television has it.
It’s your own personal private messaging service.
Works the same as Twitter, can help you build a brand.
Has embedded features that help you communicate

7. Personal branding, personal charts.
The ability to use extremely high powered chart
tools for free, and publish your ideas to a
broader marketplace.
Search to get other people’s ideas on stocks and
the market, and interact with them.
Ratings, and history, so no faking

8. Never before were you able to quantify your
client’s risk tolerance before you met them.
Riskalyze takes your client through the steps so
they determine their risk tolerance.
Makes Wealth Advisor job easier, and more
productive for clients
No more gut feel, you work with their numbers.

9. Peter Lynch Automated.
Aggregate Tweets, Facebook, and your friend’s
social media opinions on products to make
investment decisions.
Invest in what people are buzzing about
Demystifies investing for novices.

10. • How come earnings estimates by analysts are
always wrong?
• Why are there whisper numbers?
• Estimize is the whisper number. Crowd
sourced earnings estimates.
• Data has shown Estimize is better at
estimating actual company earnings before
earnings are released-allowing you to trade
ahead of earnings to beat the market.

11. Crowd Source Twitter Valuation
with Estimize

12. If You Don’t Embrace Change, Your
Clients Change
• Excel and Older methods are passe. There are
better tools.
• Big Data presents new opportunity
• Web 3.0 crunching big data into ways for you
to utilize it for yourself and customers
• Markets move faster. Data is internalized in
milliseconds
• Commodity information is no longer an edge

13. Q+A
• Ask me anything you want. I will answer as
transparently and truthfully as I can.