rsc - stem conference presentation - 03082012

Robert S. Colombo, PresidentCEREBRONIX

March 8th, 2012

Robert S. Colombo, PresidentCEREBRONIX

March 8th, 2012

IEEE Integrated STEM Education Conference

ISEC - 2012

The College of New Jersey – TCNJ, Ewing, NJ

IEEE Integrated STEM Education Conference

ISEC - 2012

The College of New Jersey – TCNJ, Ewing, NJ

Foreign Currency Analysis & Trading An Inter-Disciplinary Teaching Pathway To STEM Initiatives

Foreign Currency Analysis & Trading An Inter-Disciplinary Teaching Pathway To STEM Initiatives

Challenge : The Stewardship Of The Future

2Copyright © - 2012 CEREBRONIX

1

2

3

Consensus

Successful Members Of Tomorrow’s Workforce Must Not Only Be Demand Learners,

But Must Also Be Capable Of Continually Reinventing Themselves, While Addressing,

Pondering And Successfully Resolving Complex Inter-Disciplinary Problems

Using Commodity Trading Within The Foreign Currency Market As A Rich Platform

To Introduce Students To Such Challenges, While Helping Them Integrate Knowledge

From The Disciplines Of Geography, Sociology, Economics, Signal Processing, Modeling,

Finance, Statistics, Politics And World Trade Is The Core Of This Initiative

Critical To Developing These Sustainable Career Capabilities And Fluid Thinking Skills

Is The Introduction At Earlier And Earlier Ages, Of Learning Environments That Challenge

Students To Process Real-time Information, From Multiple Sources And In A Variety Of

Display Formats, While Coaches Help Them To Seamlessly Think Across Multiple Disciplines

Agenda : The Road To Building Consensus


Background

Elements

Summation

· Brief Introduction To The Players

· The Scope Of Our Experiential Performance

· The Basis For Academic-Industry Partnerships

· New Skills Required In A Flattening World

· Building Upon an Industry Knowledge Base

· Implementing A Flexible Learning Environment

· Why The Currency Trading Initiative Matters

· Continuing Development And Sustainability

· Audience Questions And Discussion

Agenda

Consensus

Robert S. Colombo : A Wide And Deep Career History


Government Space17 Years Serial Experience

Commercial Space19 Years Serial Experience

Academic Space20 Years Parallel Experience

Secure Communications

Guidance & Navigation Systems

Pointing & Tracking Platforms

Imaging & Threat Assessment Databases

Mobile Battle Computers & Networks

Distributed Real-Time Systems

Space-Based Radar Platforms

Visualization & Simulation Systems

· $550M In Applied Research

· $2B Worth Of Deployed Systems

· Hardware + Software + Networks

Transaction & Trading Systems

Computer-Integrated Manufacturing

Credit Authorization & Validation

Security & Monitoring Platforms

Systems Simulation Platforms

Specialty Languages & Compilers

Global Networks & Telecommunications

Knowledge Discovery Systems

Inter-Disciplinary Teaching

Institutional Development

Curriculum Development

State Education Group Advisor

Industrial Laboratory Development

Institutional Linkage Programs

Applied Research & Development

Academic-Industry Partnerships

· US Government

· Tri-Service Branches

· NATO Government Space

· Global Defense Contractors

· Special Service Groups

· Large Corporations

· Small Business

· Global Companies

· Consulting Companies

· Venture Firms

· Government Schools

· Corporate Schools

· Public Schools

· Private Schools

· Service Organizations

· $150M In Applied Research

· $350M Worth Of Deployed Systems

· Hardware + Software + Networks

· $9.5M In Grant Funding

· $18M Worth Of Deployed Systems

· Teaching + Research + Development

· Inter-Disciplinary

· Cross-Functional

· Cross-Industry

Copyright © - 2012 CEREBRONIX

CEREBRONIX : The Unique Scope Of Our Being

5

Leading-Edge

Experience

Team

Capabilities

· AT&T

· Mitsubishi

· Unisys

· Fujitsu

· Merrill Lynch

· IBM

· US Government

· Morgan Stanley

· NY State

· Citicorp

· The Pentagon

· Cornell Medical Center

· Harris Corporation

· Los Alamos Laboratory

· Johnson & Johnson

· Prudential

· Israeli Government

· BF Technology Partners

· General Motors

· MetLife

· NYU Medical Center

· Fidelity Investments

· Merck

· Chemical Bank

· Egyptian Government

· Aetna

· Mount Sinai Hospital

· PA Commonwealth

· Pratt-Institute

· Marconi-Hazeltine

· Polytechnic University

· Brazilian Government

· Raytheon

· Wall Street West

· Texas Instruments

· The United Nations

· Advanced Magnet Labs

· Quantum 4D

· University Of Scranton

CEREBRONIXRS Colombo, President

Credentials, Experience

And Know-How

Elastic ResourcesSpecialty Performers

Spectrum Of Unique

Practitioners & Partners

Knowledge

Management

Applied

Technology

Strategic

Thinking

Innovation

Navigation

Collaboration

· Finance

· Banking

· Insurance

· Manufacturing

· Healthcare

· Life Sciences

· Marketing

· Education

· Analysis

· Evaluation

· Engineering

· Modeling

· Design

· Development

· Integration

· Support


Thinck : The Credo In Everything We Do

6

C

N

I

Initiatives

· Clients

· Partners

· Vendors

· Facilitators

· Trading Systems

· Data Visualization

· Social Networking

· Business Valuation

· Enterprise Visibility

· Knowledge Management

· Global Delphi Estimation

· Data Center Virtualization

· Multi-Attribute Risk Mitigation

· Workforce Innovation

· Incubator Development

· Economic Development

· Community Development

· Academic-Industry Partnerships

· Private

· Industry

· Academic

· Institutional

· Government

Network

Relationships

| Strategy | Technology | Knowledge |

Toolbox

Goal

Thinck

Improving Enterprise Agility, Presence, Effectiveness And Performance

| Reinvention | Strengthening | Differentiation |


Credentials, Experience

And Know-How

Elastic ResourcesSpecialty Performers

Spectrum Of Unique

Practitioners & Partners

Innovation

Navigation

Collaboration

Copyright © - 2012 CEREBRONIX7

University Of Scranton : Initiation Of Our Strategic Collaboration

Establish

Relationships

&

Leverage

Funding

Grant

Activities

Partnership

Activities

Development

Activities

University Of Scranton

CEREBRONIX

CO

LLA

BO

RA

TIO

N

Robert S. Colombo

& Associates

Kania School Of

Management

Previous History

Wall Street West &

PA Regional Development

Future Proof Initiatives &

Partnership Mission

“Financial Services Firms Establish Reliable Backup Operations

Outside The NYC Power Grid To Enable Recovery And

Resumption Of The US Financial System Within Two Hours”

SEC+Recommendation

Wall Street West

Initiative

Wired

Initiative

· $25M – S, F & P

· Network Infrastructure

· Network Deployment

· $15M - US DOL

· Training Infrastructure

· Workforce Development

Prior Successes!

Scalable Outcomes


Foreign Currency Trading Initiative : Situation + Plan + Leverage = Success

8

Regional Opportunity

· Largest Market In The World With More Than $3 Trillion Traded Daily

· Market Is Regularly Traded By Individuals, Institutions & Corporations

· Liquidity Is Greater And Has More Volatility Than Any Other Market

· Currency Market Trades Around The World And Around The Clock

· Market Interest Is Growing Rapidly And Requires Talented Practitioners

Situation Background

· Leverage Existing Knowledge Of Currency Trading And Operations

· Develop A Two-Part Hands-On Course To Teach Currency Trading

· Use Inter-Disciplinary And Multi-Timeframe Market Analysis Approaches

· Develop A Financial Engineering Approach To Understanding Indicators

· Implement A Trading Laboratory For Real-Time Course Supplementation

· Comprehensive Body Of Knowledge And Experience Already Exists

· A Core Methodology Exists To Teach And Conduct Currency Trading

· An Entry-Level Suite of Software Exists To Study Trading Systems

· Underlying Approach Can Be Adapted To Other Academic Domains

· Client Relationships Can Be Utilized For Platforms And Data Feeds

Action Plan

Core Leverage

Foreign Currency

Trading Initiative

Training, Knowledge &

Skills Development

Alp

eri

n F

ina

nc

ial C

en

ter

· Workforce Development

· Existing Business Expansion

· New Businesses Magnetism


Foreign Currency Trading Initiative : The Integrated Systems Model Of Analysis & Trading

9

Market

Model

Analysis

Toolbox

Market

Response

Market

Stimulus

Trading

Decision

Market

Analysis

Behavior

Interpretation

Functional

Capabilities

Information

Feeds

Account

Management

Trade

Execution

Fundamental

Perspective

Global

Factors

Technical

Perspective

Trading

Platform

Currency

Market

Currency

Trading

Composite

Capabilities

Entry/Exit

Strategies

Decision

Resources

Individual

Trader

Interpretive

Methods

· Disciplines:

· Geography

· Finance

· Politics

· Sociology

· Statistics

· Mathematics

· Physics

· Psychology

· Skills:

· Analysis

· Abstraction

· Modeling

· Forecasting

· Evaluation

· Visualization


Foreign Currency Trading Initiative : Multi-Time Frame Iterative Analysis Methodology

10

Synthesized Daily

· Time Frame Family Tree

· Behavior Definitions

· Charting Methods

· Price Action Physics

· Analysis Methods

ResponseStimulus

Feedback

“Reaction”

Observation

News

Other

Fundamentals

Range

Key Factors

Other

Volatility

History

Correlation

Knowledge

FOREX

Market

Market

Abstraction

Behavior

IOI = 1440 Minutes

IOI = 60 Minutes

Hourly

IOI = 15 Minutes

15 Minute Pri

ce A

ctio

n T

oo

lbo

x

“Pro

xy”

Interpretation

ObjectiveStrategy

Learnings

Fusion

Refinements Refinements

Management“Action”

· Buy

· Sell

· Wait

· Account

· Attitude

· Resources

Trading

Journal Documentation

5 Minute

IOI = 5 Minutes


Foreign Currency Trading Initiative : Industry Cross-Impact & Workforce Development

11

Student

Development

Academic

Partnerships

· Banking

· Insurance

· Investment

· Risk Management

· Manufacturing

· Distribution

· Logistics

· Retail

· Software Engineering

· Information Services

· Platform Development

· Data Visualization

Information Technology Sector

Global Business Sector

X

Financial Services Sector

Technology

Transfer

X

X

Cross-Industry

Career Opportunity

Footprint

Foreign Currency

Trading Initiative

Training, Knowledge &

Skills Development

Wo

rkfo

rce

Wo

rkfo

rce

Wo

rkfo

rce

Academic

Partners

· CEREBRONIX

· Ninja Trader

· Gain Capital

· Other Companies

· University Of Scranton

· East Stroudsburg University

· Lehigh University

· Other Institutions

Industry

Partners

Curriculum-Scaling

Opportunity

Footprint

· New Problem-Solving Skills

· Information Density “Confidence”

· Useful Income Producing Knowledge

· Agile Career Reinvention Foundation

· Life-Long Learning Abilities


Foreign Currency Trading Initiative : Laboratory Configuration Model & Construction

12


Foreign Currency Trading Initiative : Delivery Mechanisms & Triple Leverage

13

Other K-20 Academic

Institutions

Pennsylvania And Other

Geographic Locations

· Finance

· Business

· Economics

· Management

Other University

Departments

Psychology

Computer Science

Applied Mathematics

Other Interested

Communities

Career Changers

Individual Investors

Company Employees

Wo

rkfo

rce

Dev

elo

pm

ent

A Wall Street West Innovation Investment:

Foreign Currency Trading Courseware & Trading Laboratory Initiative

Foreign Currency

Trading Courseware

Fundamental Analysis

Technical Analysis

Integrated Modeling

University Of

Scranton

Kania School

Of Management

Trading Floor

Classroom

Hands-On Currency

Trading Laboratory

Software & Materials

· CEREBRONIX

· Ninja Trader

· Gain Capital

· Other CompaniesIndustry

Partners

Partnership Leverage

Of The Initiative

Academically Packaged

Version Of The

Courseware

Internal Leverage

Of The Initiative

Cross-Fertilization

Version Of The

Courseware

External Leverage

Of The Initiative

Distance Learning

Version Of The

Courseware


Foreign Currency Trading Initiative : Two Semester Implementation & Objectives Model

14

Custom

Workbook

Foreign Currency

Trading Courseware


Technical Analysis

Integrated Modeling

Semester One


Technical Analysis

Global Factors

Semester Two


Technical Analysis

Global Factors

Custom

Workbook

Trading Floor

Classroom

Hands-On Currency

Trading Laboratory


Trading Floor

Classroom

Hands-On Currency

Trading Laboratory


Custom

Laboratory Manual

Custom

Laboratory Manual

Custom

Application S/W

· Understand The Basic Structure Of The Currency Market

· Abstract The Primary Factors Contributing To Currency Price Action

· Read Currency Price Charts And Identify Classic Single Chart Patterns

· Apply Basic Indicators To Establish Specific Price Behavior Scenarios

· Convert Price Behavior Scenarios Into Basic Trade Entries/Exits

· Utilize Risk Management Methods For Trading Capital Preservation

· Understand And Control Their Psychological Trading Perspective

· Employ A Real-World Platform To Execute And Manage Trades

· Understand The Operations And Biases Of The Currency Market

· Abstract The Complex Factors Contributing To Currency Price Action

· Interpret Currency Price Charts And Identify Multi-Chart Patterns

· Understand The Limitations Of Indicators And Derive Their Cures

· Conceive, Build And Evaluate Adaptive Price Behavior Indicators

· Convert Volatility Scenarios Into Whole Trade Entry/Exit Strategies

· Utilize Two-Sided Risk Management Methods To Maximize Profits

· Employ A Real-World Platform To Execute And Manage Trades


Foreign Currency Trading Initiative : Scaling The Inter-Disciplinary Concept

15

§ Conceptual Scaling Model

§ Subject Matter Scaling Model

§ Technology Infrastructure

§ Teacher Training Materials

§ Team Teaching Collaboration

· Disciplines:

· Geography

· Finance

· Politics

· Sociology

· Statistics

· Mathematics

· Physics

· Psychology

· Skills:

· Analysis

· Abstraction

· Modeling

· Forecasting

· Evaluation

· Visualization

§ Discipline

§ Discipline Depth

§ Discipline Breadth

§ Discipline Overlap

§ Discipline Reinforcement

§ Skill

§ Skill Depth

§ Skill Breadth

§ Skill Overlap

§ Skill Reinforcement

CEREBRONIX

Foreign Currency Trading Initiative : Spreading The Inter-Disciplinary Concept

16

Co

op

erat

ion


Interested Schools

& Educators

Foreign Currency Trading Initiative

A Scalable Curriculum Model

Site 1Source

Coach Teacher

Knowledge Transfer

Mutual Collaboration

·

·

·

·

·

·

·

Design For Success

Improved Student Skills

Improved Teacher Skills

Classroom Support

Iterative Team Building

Scalable Subject Matter

Ongoing Support

·

·

·

·

·

·

·

Subject Matter Expertise

Curriculum Development

Technology Innovation

Knowledge Management

Team Teaching Practice

New Learning Tools

Parental Cooperation

Learning

Life-Cycle

Management

· Student Development

· Educator Development

· Life-Long Learning Skills

· Continuous Reinvention

A Foundation For Growth & Value Creation

... Interested Schools

& Educators

Site N


Foreign Currency Trading Initiative : Project Benefits & Possibilities

17

· Correct Timing

· Interested Folks

· Politically Powerful

· Right Networking

· Motivated Partners

· Appropriate Know-How

· Acceptable Atmosphere

· Multiple Win-Win Scenarios

· Creation Of A Valuable Academic Resource

· Example Of Effective Academic-Industry Partnerships

· Establish New Leadership In An Industry Relevant Area

· Bring More Industry Partners & Benefits To The Region

· Technical Platform For Cooperative & Distance Learning

· Exploitation Of Additional Revenue Sustainability Paths

· Gateway For Additional Laboratory Expansion Paths

· Effective Regional Leverage Of Existing WSW Programs

Design, Implement And Deliver A Comprehensive

Courseware And A Hands-On Laboratory For

Foreign Currency Analysis & Trading

Opportunity

Consensus

Knowledge

Teamwork

Accomplishments

Benefits

Provides A Mechanism To Leverage Capabilities, Drive

Revenue, Develop Practitioners, Create Bodies Of

Knowledge, Sponsor Research, Assist Regional

Businesses, Attract Global Businesses And Raise

Awareness Of Regional Capabilities And Activities

rsc - stem conference presentation - 03082012

Documents

currency trading initiative

stem initiativeschallenge

njforeign currency analysis

college of new jersey

foreign currency market

industry knowledge base

flattening world building

realtime information