IEEE ISEC STEM Education Conference Presentation

1. Foreign Currency Analysis & Trading
An Inter-Disciplinary Teaching Pathway To STEM Initiatives
An Inter-Disciplinary Teaching Pathway To STEM Initiatives
IEEE Integrated STEM Education Conference
ISEC -- 2012
ISEC 2012
The College of New Jersey – TCNJ, Ewing, NJ
The College of New Jersey – TCNJ, Ewing, NJ
Robert S. Colombo, President
Robert S. Colombo, President
CEREBRONIX
CEREBRONIX
March 8th,,2012
March 8th 2012

2. Challenge : The Stewardship Of The Future
1
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
2
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
3
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
Consensus
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3. Agenda : The Road To Building Consensus
· Brief Introduction To The Players
Background · The Scope Of Our Experiential Performance
· The Basis For Academic-Industry Partnerships
· New Skills Required In A Flattening World
Agenda Elements · Building Upon an Industry Knowledge Base
· Implementing A Flexible Learning Environment
· Why The Currency Trading Initiative Matters
Summation · Continuing Development And Sustainability
· Audience Questions And Discussion
Consensus
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4. Robert S. Colombo : A Wide And Deep Career History
Government Space Secure Communications
17 Years Serial Experience Guidance & Navigation Systems
· US Government
Pointing & Tracking Platforms
· Tri-Service Branches
Imaging & Threat Assessment Databases
· $550M In Applied Research · NATO Government Space
Mobile Battle Computers & Networks
· $2B Worth Of Deployed Systems · Global Defense Contractors
Distributed Real-Time Systems
· Hardware + Software + Networks · Special Service Groups
Space-Based Radar Platforms
Visualization & Simulation Systems
Commercial Space Transaction & Trading Systems
19 Years Serial Experience Computer-Integrated Manufacturing
· Large Corporations
Credit Authorization & Validation
· Small Business
Security & Monitoring Platforms
· $150M In Applied Research · Global Companies
Systems Simulation Platforms
· $350M Worth Of Deployed Systems · Consulting Companies
Specialty Languages & Compilers
· Hardware + Software + Networks · Venture Firms
Global Networks & Telecommunications
Knowledge Discovery Systems
Academic Space Inter-Disciplinary Teaching
20 Years Parallel Experience Institutional Development
· Government Schools
Curriculum Development
· Corporate Schools
State Education Group Advisor
· $9.5M In Grant Funding · Public Schools
Industrial Laboratory Development
· $18M Worth Of Deployed Systems · Private Schools
Institutional Linkage Programs
· Teaching + Research + Development · Service Organizations
Applied Research & Development
Academic-Industry Partnerships
· Inter-Disciplinary
· Cross-Functional
· Cross-Industry
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5. CEREBRONIX : The Unique Scope Of Our Being
· Finance · AT&T
· Mitsubishi
· Banking
· Unisys
· Insurance · Fujitsu
Leading-Edge · Manufacturing · Merrill Lynch
Experience · Healthcare · IBM
· Life Sciences · US Government
· Morgan Stanley
· Marketing
· NY State
· Education · Citicorp
· The Pentagon
· Cornell Medical Center
Strategic Applied Knowledge · Harris Corporation
Thinking Technology Management · Los Alamos Laboratory
· Johnson & Johnson
· Prudential
· Israeli Government
Credentials, Experience Innovation · BF Technology Partners
And Know-How
· General Motors
· MetLife
CEREBRONIX Navigation · NYU Medical Center
RS Colombo, President · Fidelity Investments
· Merck
· Chemical Bank
Collaboration · Egyptian Government
· Aetna
· Mount Sinai Hospital
· PA Commonwealth
· Pratt-Institute
Elastic Resources · Marconi-Hazeltine
Specialty Performers · Analysis
· Polytechnic University
· Evaluation · Brazilian Government
Spectrum Of Unique · Engineering · Raytheon
Practitioners & Partners Team · Modeling · Wall Street West
Capabilities · Design · Texas Instruments
· The United Nations
· Development
· Advanced Magnet Labs
· Integration · Quantum 4D
· Support · University Of Scranton
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6. Thinck : The Credo In Everything We Do
| Strategy | Technology | Knowledge |
Toolbox · Clients
· Partners
Network
· Vendors
· Facilitators
Credentials, Experience Innovation I
And Know-How
· Private
· Industry
CEREBRONIX Navigation N Thinck Relationships · Academic
RS Colombo, President
· Institutional
· Government
Collaboration C
· Trading Systems
Elastic Resources
· Data Visualization
Specialty Performers · Social Networking
· Business Valuation
Spectrum Of Unique · Enterprise Visibility
Practitioners & Partners · Knowledge Management
· Global Delphi Estimation
· Data Center Virtualization
Goal Initiatives · Multi-Attribute Risk Mitigation
· Workforce Innovation
| Reinvention | Strengthening | Differentiation | · Incubator Development
· Economic Development
· Community Development
Improving Enterprise Agility, Presence, Effectiveness And Performance · Academic-Industry Partnerships
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7. University Of Scranton : Initiation Of Our Strategic Collaboration
“Financial Services Firms Establish Reliable Backup Operations
Outside The NYC Power Grid To Enable Recovery And Prior Successes!
Resumption Of The US Financial System Within Two Hours”
· $25M – S, F & P
· Network Infrastructure
· Network Deployment SEC+ Kania School Of
Recommendation Management
Wall Street West
Initiative
Wall Street West &
University Of Scranton
PA Regional Development
Wired Grant
Initiative Activities
COLLABORATION
Establish
· $15M - US DOL Relationships
· Training Infrastructure Partnership
&
· Workforce Development Activities
Leverage
Funding Previous History
Development
Activities
Future Proof Initiatives &
CEREBRONIX
Partnership Mission
Scalable Outcomes
Robert S. Colombo
& Associates
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8. Foreign Currency Trading Initiative : Situation + Plan + Leverage = Success
Situation Background
· 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
Foreign Currency
Trading Initiative
Action Plan
Alperin Financial Center
Training, Knowledge &
Skills Development
· 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
Core Leverage
· Comprehensive Body Of Knowledge And Experience Already Exists
· A Core Methodology Exists To Teach And Conduct Currency Trading
Regional Opportunity · An Entry-Level Suite of Software Exists To Study Trading Systems
· Underlying Approach Can Be Adapted To Other Academic Domains
· Workforce Development · Client Relationships Can Be Utilized For Platforms And Data Feeds
· Existing Business Expansion
· New Businesses Magnetism
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9. Foreign Currency Trading Initiative : The Integrated Systems Model Of Analysis & Trading
Entry/Exit Decision
· Disciplines: Strategies Resources
· Geography
· Finance
· Politics Interpretive Composite
· Sociology Methods Capabilities
· Statistics
· Mathematics
Individual
· Physics
Trader
· Psychology
Fundamental Market
Perspective Response
Global Currency Currency Market Market
Factors Trading Market Model Analysis
Technical Market Behavior Analysis
Perspective Stimulus Interpretation Toolbox
Trading
Platform
· Skills: Trading
· Analysis Decision
· Abstraction Information Functional
· Modeling Feeds Capabilities
· Forecasting
· Evaluation
Account Trade
· Visualization Management Execution
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10. Foreign Currency Trading Initiative : Multi-Time Frame Iterative Analysis Methodology
Volatility Knowledge
· Time Frame Family Tree
Range History · Behavior Definitions
· Charting Methods
Fundamentals Correlation
IOI = 1440 Minutes · Price Action Physics
· Analysis Methods
News Key Factors
IOI = 60 Minutes
Price Action Toolbox
Other Other
IOI = 15 Minutes
“Proxy”
Synthesized Daily
IOI = 5 Minutes
Stimulus Hourly
FOREX Response Market Behavior
Market Abstraction 15 Minute
5 Minute
Feedback
“Reaction”
Observation
· Account · Buy Interpretation
· Attitude · Sell
· Resources · Wait
“Action”
Management Strategy Objective  Fusion
Trading Refinements Refinements
Learnings
Journal Documentation
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11. Foreign Currency Trading Initiative : Industry Cross-Impact & Workforce Development
Cross-Industry
Academic
Career Opportunity
Partnerships
Footprint
· University Of Scranton
· East Stroudsburg University
· Lehigh University Financial Services Sector
· Other Institutions
Workforce
· Banking
· Insurance X
Academic · Investment
Partners · Risk Management
Information Technology Sector
Foreign Currency
Workforce
Trading Initiative · Software Engineering
· Information Services
Student
· Platform Development X Development
Training, Knowledge &
Skills Development · Data Visualization
· New Problem-Solving Skills
Global Business Sector · Information Density “Confidence”
Industry
· Useful Income Producing Knowledge
Workforce
Partners · Manufacturing
· Distribution X · Agile Career Reinvention Foundation
· Logistics · Life-Long Learning Abilities
· CEREBRONIX · Retail
· Ninja Trader
· Gain Capital
· Other Companies
Curriculum-Scaling
Technology
Opportunity
Transfer
Footprint
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12. Foreign Currency Trading Initiative : Laboratory Configuration Model & Construction
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13. Foreign Currency Trading Initiative : Delivery Mechanisms & Triple Leverage
A Wall Street West Innovation Investment:
Foreign Currency Trading Courseware & Trading Laboratory Initiative
Partnership Leverage
Other K-20 Academic
· CEREBRONIX Of The Initiative
Institutions
· Ninja Trader Academically Packaged
Pennsylvania And Other
Industry · Gain Capital Version Of The
Geographic Locations
Partners · Other Companies Courseware
Workforce Development
University Of Foreign Currency Internal Leverage Other University
Trading Courseware Of The Initiative Departments
Scranton
Fundamental Analysis Cross-Fertilization Psychology
Kania School Technical Analysis Version Of The Computer Science
Of Management Integrated Modeling Courseware Applied Mathematics
Trading Floor External Leverage Other Interested
Classroom Of The Initiative Communities
Hands-On Currency Distance Learning Career Changers
Trading Laboratory Version Of The Individual Investors
· Finance Courseware Company Employees
Software & Materials
· Business
· Economics
· Management
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14. Foreign Currency Trading Initiative : Two Semester Implementation & Objectives Model
Custom Custom
Workbook Laboratory Manual
· Understand The Basic Structure Of The Currency Market
· Abstract The Primary Factors Contributing To Currency Price Action
Trading Floor
Semester One
Classroom
· Read Currency Price Charts And Identify Classic Single Chart Patterns
· Apply Basic Indicators To Establish Specific Price Behavior Scenarios
Fundamental Analysis
Technical Analysis
Hands-On Currency · Convert Price Behavior Scenarios Into Basic Trade Entries/Exits
Trading Laboratory
Global Factors
Software & Materials
· 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
Foreign Currency
Trading Courseware
Custom
Fundamental Analysis Application S/W
Technical Analysis
Integrated Modeling
· Understand The Operations And Biases Of The Currency Market
· Abstract The Complex Factors Contributing To Currency Price Action
Trading Floor
Semester Two
Classroom
· Interpret Currency Price Charts And Identify Multi-Chart Patterns
· Understand The Limitations Of Indicators And Derive Their Cures
Fundamental Analysis
Technical Analysis
Hands-On Currency · Conceive, Build And Evaluate Adaptive Price Behavior Indicators
Trading Laboratory
Global Factors
Software & Materials
· 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
Custom Custom
Workbook Laboratory Manual
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15. Foreign Currency Trading Initiative : Scaling The Inter-Disciplinary Concept
· Disciplines:
· Geography
· Finance § Discipline
· Politics § Discipline Depth
· Sociology § Discipline Breadth
· Statistics § Discipline Overlap
· Mathematics § Discipline Reinforcement
· Physics
· Psychology
§ Conceptual Scaling Model
§ Subject Matter Scaling Model
§ Technology Infrastructure
§ Teacher Training Materials
§ Team Teaching Collaboration
· Skills:
· Analysis § Skill
· Abstraction § Skill Depth
· Modeling § Skill Breadth
· Forecasting § Skill Overlap
· Evaluation § Skill Reinforcement
· Visualization
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16. Foreign Currency Trading Initiative : Spreading The Inter-Disciplinary Concept
· Student Development
Foreign Currency Trading Initiative · Educator Development
A Scalable Curriculum Model · Life-Long Learning Skills
· Continuous Reinvention
CEREBRONIX
RS Colombo, President
Interested Schools
& Educators ... Interested Schools
& Educators
Source Site 1 Site N
Mutual Collaboration
Knowledge Transfer
Subject Matter Expertise · · Design For Success
Curriculum Development · · Improved Student Skills
Technology Innovation · · Improved Teacher Skills Learning
Cooperation
Knowledge Management · · Classroom Support Life-Cycle
Team Teaching Practice · · Iterative Team Building Management
New Learning Tools · · Scalable Subject Matter
Parental Cooperation · · Ongoing Support
Coach Teacher
A Foundation For Growth & Value Creation
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17. Foreign Currency Trading Initiative : Project Benefits & Possibilities
Design, Implement And Deliver A Comprehensive
Courseware And A Hands-On Laboratory For · Correct Timing
Foreign Currency Analysis & Trading · Interested Folks
· Politically Powerful
· Right Networking
· Motivated Partners
· Appropriate Know-How
· Acceptable Atmosphere
Opportunity · Multiple Win-Win Scenarios
Consensus
Knowledge Benefits
Teamwork
Accomplishments · 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
Provides A Mechanism To Leverage Capabilities, Drive
· Gateway For Additional Laboratory Expansion Paths
Revenue, Develop Practitioners, Create Bodies Of
· Effective Regional Leverage Of Existing WSW Programs
Knowledge, Sponsor Research, Assist Regional
Businesses, Attract Global Businesses And Raise
Awareness Of Regional Capabilities And Activities
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