Michael Koegler

Michael Koegler Email and Phone Number

Managing Principal and Founder at Market Alpha Advisors @ Market Alpha Advisors
new york, new york, united states
Michael Koegler's Location
New York, New York, United States, United States
Michael Koegler's Contact Details
About Michael Koegler

A successful Financial Technology and Capital Markets Executive for over 25 years with extensive experience in financial services and a wide range of product knowledge, including U.S. Treasuries, Agencies, Mortgage-backed Securities, Municipal Securities, Corporate Credit and Fixed Income Derivatives.I have held significant leadership positions within Investment Banking and Financial Technology firms, focusing on Institutional Fixed Income Sales, Trading and Market Structure.My success has been driven by:➢ Delivering solid results in leadership roles across business development, sales, marketing and strategy, specializing in Exchange-Traded and OTC Fixed Income products.➢ Developing and implementing highly effective strategies that generate significant revenue and longstanding client relationships.➢ Combining a winning blend of strategic acumen, team leadership, communications skills and a collaborative style.➢ Producing exemplary results in managing the sales process for complex financial services initiatives through hands-on involvement and cross-functional delegation.My specialties Include:Leadership, Strategic Advisory, Transaction Cost Analysis, Transaction Advisory, Risk Assessment, Risk Management, Financial Product Sales, Marketing Strategy, Sales Strategy, Consultative Sales, Institutional Sales, Cross Selling, Client Relationship Management, Electronic Trading, Exchange-Traded Futures and Options, OTC Derivatives, Fixed Income Cash Products, Revenue Growth, Collaborative Management Style

Michael Koegler's Current Company Details
Market Alpha Advisors

Market Alpha Advisors

View
Managing Principal and Founder at Market Alpha Advisors
new york, new york, united states
Website:
mktalpha.com
Employees:
5
Michael Koegler Work Experience Details
  • Market Alpha Advisors
    Managing Principal And Founder
    Market Alpha Advisors Mar 2019 - Present
    Greater New York City Area
    ➢ Provide Market Structure Intelligence, Strategic Advice and Transaction Advisory services to financial services clients.➢ Manage high-profile consulting assignments with Global Exchanges, Execution Platforms, Buy and Sell-side Financial Institutions and Regulatory Organizations.➢ Provide strategic insight and advice as it relates to Market Structure, Financial Technology, Transaction Advisory, Efficient Markets, Strategic Opportunities and Risk Management.➢ Registered with the NFA as a Commodity Trading Advisor ("CTA").About Market Alpha:α (Alpha) - A strategy’s ability to beat the market or its "edge".Understanding how to generate alpha from the financial markets is what we specialize in. We are your "edge".Whether it is related to Market Structure Intelligence, Strategic Guidance, Transaction Advisory or Strategic Investing, we have the experts that will enable you to extract the maximum amount of alpha from every situation. We have experience in almost every asset class, including Equities, Fixed Income, Derivatives and Foreign Exchange.
    View
  • Viablemkts Llc
    Principal
    Viablemkts Llc Jul 2016 - Feb 2019
    Greater New York City Area
    ➢ Developed and managed relationships with clients focused on meeting challenges and exploring opportunities in the rapidly changing Global Financial Markets.➢ Managed high-profile consulting assignments with Global Exchanges, Execution Platforms, Buy and Sell-side Financial Institutions and Regulatory Organizations.➢ Provided strategic insight and advice as it relates to Global Financial Market Structure, Financial Technology, Efficient Markets, Strategic Opportunities and Risk Management.
    View
  • Milepost Capital Management
    Senior Representative
    Milepost Capital Management May 2016 - Dec 2016
    Greater New York City Area
    ➢ Cultivated relationships with community banks across the United States.➢ Participated in regular discussions with senior management regarding the efficient management of client securities investment portfolios.➢ Provided strategic insight and advice as it relates to Sales, Marketing, Strategy and Fixed Income Market Structure.About Milepost:Milepost Capital Management is a Registered Investment Advisor. The firm advises community banks and credit unions on the efficient management of their securities investment portfolios. A seasoned bank portfolio management team, direct access to broad and deep markets, and advanced tools for managing assets and liabilities give Milepost's clients advantages similar to those at some of the world's largest bank portfolios. Milepost is a fiduciary partner to its clients, placing their interests first.
  • Javelin Capital Markets, Llc
    Managing Director, Marketing And Strategy
    Javelin Capital Markets, Llc Jun 2013 - Mar 2016
    Greater New York City Area
    ➢ Fulfilled a critical role in the direction of marketing and strategy for the Javelin SEF with a mission to bring efficient electronic execution solutions to the Interest Rate and Credit Default Swap markets.➢ Developed relationships with Liquidity Providers, Buy-Side Institutions, Introducing Brokers and Aggregation Platforms.➢ Successfully onboarded over 80 accounts, including Hedge Funds, Bank Portfolios, Asset Managers, Traditional Swap Dealers, Alternative Liquidity Providers and Introducing Brokers.➢ Championed the design and launch of a new MAC swap limit order book and best-in-class RFQ screen.➢ Actively contributed in engagements with the Commodity Futures Trading Commission, influencing the evolution of the Global Rates Market Structure.About Javelin:Javelin was founded in 2009 by derivative trading and technology professionals. Javelin created a swap trading platform in response to the changing market structure in derivatives as a result of the 2008 banking crisis. Javelin has delivered an execution model that supports the needs of its customers, dealers and sales forces, while satisfying current regulatory requirements for safe and transparent markets. The Javelin SEF was acquired by the Bats Exchange in 2016.
  • American Dynamics Flight Systems
    Board Director
    American Dynamics Flight Systems Jul 2007 - Dec 2015
    Jessup, Md
    ➢ Served as a non-Executive board member.About American Dynamics:American Dynamics Flight Systems, Inc. (ADFS) was formed in July 2007 to develop and commercialize a high-speed VTOL unmanned aerial vehicle for the U.S. military. Since inception the company has developed several concepts for unmanned aerial systems, an aerodynamic launcher for the APKWS missile system, proprietary tools for CFD modeling of aerodynamic structures and extensive engineering services capabilities. The company owns several patents related to aviation and aerodynamic design.
  • Jefferies & Company
    Managing Director
    Jefferies & Company Aug 2011 - May 2013
    Greater New York City Area
    ➢ Participated in the launch of a Futures and Options desk within the Fixed Income Division of Jefferies.➢ Provided execution services to Institutional Fixed Income clients for Exchange-Traded Futures and Options, OTC Derivatives, Treasuries and Mortgage-Backed Securities.➢ Generated over $5M in annualized revenue.➢ Opened 12 new execution services accounts with institutional clients engaged in trading cash Fixed Income securities, positioning the firm for significant revenue growth.➢ Negotiated give-up and clearing agreements with 20 new accounts, substantially increasing trading volume and revenue in the Exchange-Traded Futures and Options business.About Jefferies:Jefferies, the global investment banking firm, has served companies and investors for over 50 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth management.
    View
  • Ubs Investment Bank
    Executive Director
    Ubs Investment Bank Nov 2009 - Mar 2011
    Greater New York City Area
    ➢ Provided execution services in Exchange-Traded Futures and Options, OTC Derivatives, U.S. Treasuries, Agencies and Mortgage-Backed Securities. ➢ Generated over $8mm in annualized revenue with 10 new client relationships in collaboration with counterparts in Fixed Income Sales, Trading, Research and Relationship Management.➢ Increased trading volume with existing Buy-Side clients in Exchange-Traded Futures and Options, OTC Derivatives and Mortgage-Backed Securities.About UBS:UBS provides corporate, institutional, and wealth management clients with expert advice, innovative financial solutions, outstanding execution and comprehensive access to the world's capital markets. It offers investment banking and capital markets, research, equities, foreign exchange, precious metals and tailored fixed income services in rates and credit through its two business units, Corporate Client Solutions and Investor Client Services. The Investment Bank is an active participant in capital markets flow activities, including sales, trading and market making across a range of securities.
    View
  • Blackbird Holdings, Inc.
    Director Of Marketing And Strategy
    Blackbird Holdings, Inc. Nov 2008 - Oct 2009
    Greater New York City Area
    ➢ Created a strategic marketing plan for Blackbird in its joint venture with GFI and Vantage Point Venture Partners, supporting the launch of an electronic marketplace for Interest Rate Swaps.➢ Collaborated with an international team of voice brokers in the implementation and launch of the firm's hybrid voice-electronic execution platform.➢ Expanded the installed customer base for the product to over 60 accounts within nine months.About Blackbird:Blackbird was an innovator in execution and processing of interest rate derivatives, and operated a global hybrid model of voice and electronic execution with offices in New York, London, Singapore and Tokyo. In 2010, the company was restructured and changed its name to Clear Markets.
    View
  • Bear Stearns & Company
    Senior Managing Director
    Bear Stearns & Company Dec 2000 - Jun 2008
    Greater New York City Area
    ➢ Developed and managed relationships within the North American Fixed Income Rates business by offering products and services in all areas of Fixed Income.➢ Generated over $20M in annual sales revenue.➢ Increased OTC Derivatives trading volume by over 1,000% by educating new and existing clients to the enhanced research and execution capabilities of the firm.➢ Leveraged the firm's structuring and execution capabilities with several strategically important customer relationships, resulting in over 20 mandates that increased volume by $100 billion in 5 years.➢ Partnered with colleagues to cross-sell products and services to several key relationships, building additional streams of revenue.➢ Recruited, trained and developed junior sales associates who later became top sales producers, enabling the Fixed Income Rates team to expand its coverage list and increase revenues. About Bear Stearns:The Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm. Its main areas of focus were capital markets, investment banking, wealth management and global clearing services. Bear Stearns was widely considered a leader in the Mortgage-backed Securities market prior to the financial crisis of 2008 when the firm was acquired by JPMorgan Chase.
    View
  • Chase
    Vice President
    Chase Jul 1991 - Dec 2000
    Greater New York City Area
    ➢ Managed a team of three sales professionals engaged in marketing and sales of OTC Derivatives in multiple asset classes to Financial Institutions within the Global Capital Markets business.➢ Generated over $20M in annualized revenue.➢ Devised innovative hedging strategies with Banks and Mortgage Servicing Companies, increasing trading volume by 800% over a 3-year period.About Chase:Chase was one of the oldest financial institutions in the United States with a history dating back over 200 years. Chase was a national bank focused on consumer and commercial banking in over 100 countries around the world. Chase completed a merger with J.P. Morgan in 2001 and now operates as JPMorgan Chase.
    View

Michael Koegler Skills

Fixed Income Derivatives Trading Options Capital Markets Investment Banking Securities Bonds Hedge Funds Investments Electronic Trading Interest Rate Derivatives Finance Equities Emerging Markets Financial Modeling Strategy Portfolio Management Financial Structuring Private Equity Bloomberg Financial Markets Management Financial Services Rates Leadership Treasury Trading Systems Venture Capital Valuation Investment Management Structured Products Series 7 Investor Relations Structured Finance Equity Derivatives Risk Management Asset Management Alternative Investments Foreign Exchange Fx Options Foreign Exchange Options

Michael Koegler Education Details

Frequently Asked Questions about Michael Koegler

What company does Michael Koegler work for?

Michael Koegler works for Market Alpha Advisors

What is Michael Koegler's role at the current company?

Michael Koegler's current role is Managing Principal and Founder at Market Alpha Advisors.

What is Michael Koegler's email address?

Michael Koegler's email address is ko****@****ail.com

What is Michael Koegler's direct phone number?

Michael Koegler's direct phone number is +191791*****

What schools did Michael Koegler attend?

Michael Koegler attended Cornell Johnson Graduate School Of Management, William & Mary, University Of Richmond.

What skills is Michael Koegler known for?

Michael Koegler has skills like Fixed Income, Derivatives, Trading, Options, Capital Markets, Investment Banking, Securities, Bonds, Hedge Funds, Investments, Electronic Trading, Interest Rate Derivatives.

Who are Michael Koegler's colleagues?

Michael Koegler's colleagues are Christopher Gardella.

Not the Michael Koegler you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.