Michael Koegler
Managing Principal and Founder at Market Alpha Advisors- Claim this Profile
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Bio
Tobin Thomas
Michael covered our account for seven years while he was employed at Bear Stearns. His understanding of our needs, ability to utilize his firm's resources, and relationship with his trading desks added significant value to our processes. I highly recommend Michael.
Tobin Thomas
Michael covered our account for seven years while he was employed at Bear Stearns. His understanding of our needs, ability to utilize his firm's resources, and relationship with his trading desks added significant value to our processes. I highly recommend Michael.
Tobin Thomas
Michael covered our account for seven years while he was employed at Bear Stearns. His understanding of our needs, ability to utilize his firm's resources, and relationship with his trading desks added significant value to our processes. I highly recommend Michael.
Tobin Thomas
Michael covered our account for seven years while he was employed at Bear Stearns. His understanding of our needs, ability to utilize his firm's resources, and relationship with his trading desks added significant value to our processes. I highly recommend Michael.
Credentials
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National Commodity Futures Representative
National Futures AssociationAug, 2017- Nov, 2024 -
General Securities Principal
Financial Industry Regulatory Authority (FINRA)Nov, 1998- Nov, 2024 -
Uniform Securities Agent
Financial Industry Regulatory Authority (FINRA)Jul, 1995- Nov, 2024 -
General Securities Representative
Financial Industry Regulatory Authority (FINRA)Apr, 1993- Nov, 2024
Experience
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Market Alpha Advisors
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United States
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Financial Services
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1 - 100 Employee
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Managing Principal and Founder
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Mar 2019 - Present
➢ 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. Show less
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ViableMkts LLC
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United States
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Capital Markets
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Principal
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Jul 2016 - Feb 2019
➢ 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. Show less
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Milepost Capital Management
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Greater New York City Area
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Senior Representative
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May 2016 - Dec 2016
➢ 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. Show less
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Javelin Securities, LLC
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United States
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Capital Markets
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Managing Director, Marketing and Strategy
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Jun 2013 - Mar 2016
➢ 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. Show less
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American Dynamics Flight Systems
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Jessup, MD
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Board Director
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Jul 2007 - Dec 2015
➢ 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. Show less
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Jefferies
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United States
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Investment Banking
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700 & Above Employee
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Managing Director
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Aug 2011 - May 2013
➢ 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. Show less
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Executive Director
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Nov 2009 - Mar 2011
➢ 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. Show less
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Blackbird Holdings, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Director of Marketing and Strategy
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Nov 2008 - Oct 2009
➢ 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. Show less
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Bear Stearns & Company
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Information Technology & Services
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1 - 100 Employee
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Senior Managing Director
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Dec 2000 - Jun 2008
➢ 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. Show less
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Chase
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United States
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Financial Services
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700 & Above Employee
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Vice President
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Jul 1991 - Dec 2000
➢ 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. Show less
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Education
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1989 - 1991
Cornell Johnson Graduate School of Management
Master of Business Administration (MBA), Finance -
1983 - 1986
William & Mary
Bachelor’s Degree, Computer Science -
1982 - 1983
University of Richmond
Computer Science
Community
