Robert Adler

AMG Kernel - Virtual Nature of Changing Values and Sentiment,

©2023 All Rights Reserved

• AMG Kernel originates intelligent visualizations of changing values and sentiment with trusted market data.
• EDGAR filing data changes at SEC.gov are visualized for multidimensional analytics that drive learning tools like AWS QuickSight with AWS SageMaker, SalesforceTableau with AWS SageMaker, or ad hoc integration.
• Market data analytics of sentiment visualize net investor demand and expected market values from open-end fund asset flows, securities prices, and professional share ownership levels.
• Interactive dashboard 'etch-a-sketch' analytics apply quantitative measures of continuous dollar-driven values to templates of qualitative notions of change in non-Financial and unregulated dimensions, where sentiment is unique, personal, relevant, and meaningful.
• Concept data and analytics design is described at www.amgui.com .

• Sold AMG Data Services to Lipper.
• Upgraded Customer Subscriptions - 92% Renewal - Added new business globally.
• Managed the transition of the AMG fund flow and portfolio data acquisition systems, procedures, and methodologies.
• Integrated AMG products and pricing mechanisms to enhance the Lipper brand and product offerings.
• Research, Sales with Lipper team.
• Provided print media analysis of weekly data to WSJ, Barron's, NY Times, Dow Jones, Bloomberg

• Designed, managed, and marketed accurate, timely, and comprehensive fund flow investment data as the weekly proxy for investor sentiment.
• Continuous customer renewals to the AMG data by investment firms include Goldman, BAML, Citi, Fidelity, Renaissance, JP Morgan, Barclays, etc.
• Utilized evolving open-source database and Internet technologies to collect, verify, and render asset and price data into reports of investor fund flows in the $28 Trillion US mutual fund (incl. ETF) data set.
• Created database of SEC investment management companies and US registered mutual fund portfolios to identify relative liquidity in security-specific portfolio datasets that include industry group, country, ETF classes, and other indexes structured for emerging analytics.
  
• Demonstrated how liquidity analysis adds value to fundamental research with unique perspectives of mutual fund flows and professional market action to discover buy/sell candidates, and emerging ETF classes as leading market indicators.

Designed and marketed a fixed income order indication system to >100 dealers and investment managers that enabled market participants to indicate bond purchase/sale interest with specific/vague ID of the price, size, and name components of a securities trade.

• General securities broker dealer was granted a 'No-Action letter' by SEC Staff to operate a tax-exempt securities exchange.
• The automated execution system for municipal bonds was among the first fixed-income trading systems successfully developed and implemented in a regulated environment.

• Municipal Bond Trading, Underwriting, Sales
• Corporate Planning
• Tax Shelter Sales
• Cage Operations