July 14, 2015
Lucena Applies Big Data Analytics to Long-Term Trading Strategies
Lucena Research is developing a range of research studies to help inform the trading strategies of long-term investors in addition to the vendor’s current base of short-term traders.
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May 14, 2015
Lucena Research partners with PsychSignal to deliver predictive analysis from Social Media Sentiment Data
Lucena Research, a leading provider of big-data analytics and decision support technology, and PsychSignal, a provider of real time financial sentiment data, have announced today a partnership to enable PsychSignal data and insights on Lucena’s flagship analytics product QuantDesk®.
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January 21, 2015
Lucena Snags Top Two Spots in an International Hedge Fund Competition
Two hedge fund strategies powered by algorithms designed at Lucena Research, Inc., a Georgia Tech startup founded by GT Computing Professor Tucker Balch and entrepreneur Erez Katz, recently placed first and second in the Pro Division of BattleFin’s international trading competition.
The tournament, called BattleFin (www.battlefin.com), was designed by Wall Street traders Tim Harrington, Brian Tomeo, and Marc LoPresti as a way to find new hedge fund talent.
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December 22, 2014
Lucena Expands Internationally, Now Supports All Major International Exchanges
Lucena Research, a leader in investment decision support technology and portfolio optimization solutions, is expanding its universe coverage internationally. QuantDesk® utilizes big data analytics and statistical forecasting to help institutional investment professionals make more informed investment decisions. Specifically, Lucena’s employs price forecasting, portfolio optimization, portfolio hedging, and other event based forecasting capabilities based on historical studies of various time-series-data types.
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November 17, 2014
Press Release: Lucena Incorporates AirSage Cell Phone Data into Predictive Analytics
Atlanta, GA-based decision support analytics provider Lucena Research is adding data about cell phone activity levels data from Atlanta-based consumer travel trends and anonymous population-movement intelligence data provider AirSage into its QuantDesk predictive analytics platform, to provide hedge funds with an additional data inputs for predicting company share prices.
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November 17, 2014
Lucena Research Teams Up with AirSage to Enhance Hedge Fund Tool with Mobility Data
Stronger predictive models will soon be available to hedge fund managers and investors as the result of a new operating agreement between Lucena Research and AirSage. Lucena Research — a leader in investment decision support technology, and AirSage® — the largest provider of consumer travel trends and anonymous population-movement intelligence in the U.S., are using mobility data to pioneer the next big advancement in the hedge fund management industry.
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May 23, 2014
“Startup Lucena Taking On Wall Street” by Atlanta Business Chronicle
“Predictive analytics startup Lucena Research, armed with the imprimatur of one of Atlanta’s most prominent super angels, is using software to replace “quants” — the math wizards who are the engines of the financial investment industry.
Lucena, a Georgia Tech spinoff, makes software that mines troves of financial and other predictive data to help investment professionals identify trading strategies and investing trends in order to reduce risk and increase returns.
Lucena, co-founded by Tucker Balch, a Georgia Tech professor and former F-15 fighter pilot, has raised $2 million and is backed by Mosley Ventures.”
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May 3, 2014
Lucena Research Announces Completion of Round A Funding
Atlanta, GA (PRWEB) May 03, 2014
Lucena Research, Inc., an expert in big data analytics and decision support technology for investment professionals announced completion of Round A funding of $1M to support rapid expansion.
Lucena, delivers predictive analytics technology through QuantDesk®, their cloud-based platform. Lucena has recently expanded its R&D and business development staff to accommodate a rapidly growing demand for its software and complementary services.
Lucena’s offerings encompass five modules in QuantDesk®, geared to enable portfolio managers, traders and other investment professionals to form, validate and execute investment decisions backed by science.
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February 19, 2014
“Bloomberg Enlists Lucena for Custom Development Projects” by Water Magazine
Atlanta, Ga.-based analytics provider Lucena Research is acting as a development partner for Bloomberg, after launching a set of quantitative, machine-learning-based analytical tools based on its cloud-enabled QuantDesk decision support platform for Bloomberg’s Application Portal store of third-party apps.
Lucena began developing the tools—which enable hedge fund managers and investment advisors to study the impact of market events on stock prices—at the end of 2012, and has now been selected by Bloomberg to help users customize and extend the core functionality of the Bloomberg Professional terminal, after fully building out its offering on the app store through 2013.
“Many of Bloomberg’s clients are looking for ways to customize their use of the Bloomberg terminal with individual modules that will bridge selling processes, client relations processes and trade executions… so as we are now experts in modifying and extending Bloomberg’s core features, we are going to be a resource for customers who are in need of custom software implementations,” says Lucena co-founder and chief executive Erez Katz.
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November 18, 2013
QuantDesk Event Analyzer Module For Bloomberg App Portal Delivers Market – And Machine Learning – Magic by semanticweb.com
Lucena Research is the company behind the machine-learning based investment technology QuantDesk. Its five modules are designed to give non-quants in family investment offices, hedge funds, endowments and other registered investment advisors a scientific approach to investment decision- making to augment their own strategies with the tools to figure out market trends and patterns.
But CEO Erez Katz says there’s another market its technology now is ready to address: Those who’d like to have the research done for them. To that end, it’s deploying a new module on the Bloomberg App Portal, dubbed the QuantDesk Event Analyzer, that provides subscribers with professionally researched market & equity trends, and equity price forecasts based on machine learning pattern analysis. Continue reading →
October 3, 2013
Press Release: Lucena’s Event Analyzer Now Supports Intra-Day Event Detection
Lucena Research, a leading provider of investment decision support technology, announced today that it now supports intra-day signals for its QuantDeskTM Event Analyzer Module. The Event Analyzer is a powerful, machine learning-based event study technology that can identify buy/sell opportunities based on complex scans derived from empirical studies of events and their impact on certain securities.
Lucena’s Event Analyzer was designed specifically for event based trading. It is a composition of two capabilities:
1) A study of how market events affected securities historically.
2) An active scan that provides timely signals for entry and exit based on the historic results.
“If you think about what moves stock prices… it’s events — either geo political, corporate actions or technical in nature. If the Dow falls more than one percent in a day, for example, some equities may be unfairly punished and may be due to bounce back a few days following the event when the panic subsides,” says Erez Katz, co-founder and chief executive officer of Lucena Research. Continue reading →
August 8, 2013
Press Release: Lucena Research Partners with SVM Capital, LLC for Integration of Enhanced Machine Learning Capabilities into Its Predictive Engine
Lucena Research, a leading provider of investment decision support technology, announced today that it has partnered with SVM Capital, LLC to integrate Support Vector Machine (“SVM”) Machine Learning capabilities into Lucena’s QuantDeskTM Price Forecaster. The integration combines SVM’s unique pattern matching capabilities used to Forecast securities trends and score confidence in such prediction. Lucena can now offer multiple Machine Learning Technologies tailored and optimized for specific market regime and market conditions.
Lucena’s QuantDesk ForecasterTM provides predictive model-based data analytics to help investors uncover actionable trading opportunities. Continue reading →
July 3, 2013
Lucena Readies Event Analyzer Module for QuantDesk by Inside Market Data
Atlanta, GA-based analytics startup Lucena Research will next week launch a new module as part of its cloud-based QuantDeskTM decision support platform that will enable hedge fund managers and investment advisors to study the impact of market events on stock prices for developing their investment strategies.
The Event Analyzer, which is due to enter full production on July 14, allows firms to investigate stock price movements caused by technical events such as golden crosses — when a security’s short-term moving average breaks above its long-term moving average — or the Dow Jones Industrial Average index falling by a given percentage, as well as political and geological events such as hurricanes, to identify the sub-sets of stocks that reacted favorably to these conditions, and display these in heatmaps. Continue reading →
May 9, 2013
Press Release: Lucena Research Launches QuantDesk Back Tester
Lucena Research, a leading provider of investment decision support technology, today announced the launch of QuantDeskTM Back Tester, the trading strategy simulator component of QuantDeskTM. QuantDeskTM Back Tester is a realistic market simulator that allows investors to test trading strategies over critical market periods. Back Tester represents a fourth component of Lucena’s flagship QuantDeskTM cloud-based platform, which allows users to build a strategy using Lucena’s modular algorithms such as scanning, forecasting, optimizing and hedging to help investment professionals validate and refine quantitative investment strategies. Continue reading →
May 3, 2013
Sex, death and the quest for algorithmic glory by Automated Trader
You don’t need to look far to find critics of artificial intelligence methods in financial markets. But that hasn’t stopped technologists and academics from trying to push the boundaries of what a computer can do when trying to analyse complex situations and make decisions. Automated Trader Editor Adam Cox talks to some of the researchers and executives who see a future for AI in the markets. Continue reading →
April 29, 2013
Man and Machine In Search of Alpha by Markets Media
The man-machine divide in trading is being continually tested, but the evidence so far seems to be that human and algorithmic based trading are two sides of the same coin, inexorably bound up with each other.
“Humans are great at big-picture long term analysis, but machines are able to do things we can’t,” said Tucker Balch, professor of computer science at Georgia Institute of Technology and founder of Lucena Research, a machine learning-based investment technology company. “A computer can examine all the details and relationships between thousands of securities across a vast market.” Continue reading →
April 23, 2013
Press Release: Lucena Research Partners with InsiderInsights For Unique Insider Investment Data and Research
Lucena Research, a leading provider of investment decision support technology, announced today that it has partnered with InsiderInsights to integrate its insider information data and research feed into Lucena’s QuantDeskTM Price Forecaster and QuantDeskTM Event Analyzer. The integration combines InsiderInsights’ unique data feed and insider activity scoring with Lucena’s predictive model-based data analytics to help investors uncover actionable trading opportunities. Continue reading →
March 26, 2013
Lucena’s upcoming modules for QuantDesk were mentioned on Inside Market Data
Atlanta, GA-based analytics provider Lucena Research is wrapping up beta testing of two new modules for its QuantDesk decision support platform, covering event studies and back-testing, which will help users gauge the impact of events on stock prices and enable them to test their assumptions. The new Event Analyzer and Back Tester modules will go live in late April, after completing a testing period with early adopter hedge fund managers and registered investment advisors, says John Coulter, executive vice president of business development at Lucena. The vendor rolled out the first three portfolio management modules — Price Forecaster, Portfolio Optimizer and Hedge Finder — for QuantDesk in December (IMD, Nov. 16, 2012). Continue reading →
March 25, 2013
Lucena CTO Tucker Balch appears Thursday mornings with host Tom Sosnoff on tastytrade.com’s ‘Man vs. Machine’ segment
Lucena Research’s forecasting technology goes head-to-head against thinkorswim’s Co-Founder Tom Sosnoff in a weekly segment on tastytrade.com called “Man vs. Machine”. Tucker uses Lucena’s QuantDesk Price Forecaster to make a series of long and short stock picks, pitted against Tom’s options selections. Are stock movements random in nature or do patterns repeat themselves time and time again? Continue reading →
March 19, 2013
Press Release: Lucena’s QuantDesk Price Forecaster & Portfolio Optimizer are Now Available on Bloomberg’s App Portal
Lucena Research, a leading provider of decision support technology for investment professionals, announced today that Bloomberg Professional subscribers can now access its QuantDesk Price Forecaster {APPS QFORE GO} and Portfolio Optimizer {APPS QOPTIM GO} through the Bloomberg App Portal.
QuantDesk Price Forecaster helps users find market opportunities through quantitative analysis and statistical forecasting. Continue reading →
March 18, 2013
Interview with Paul Jiganti of TDAmeritrade about Order Flow
We dig into the deep details of how an order makes its way from your computer to the exchange and back. Most orders are filled before they reach the exchange, and usually at a better price.
In the first segment Paul and I talk about how the order is initiated on the client’s computer, and how it initially begins its trip to the market. Continue reading →
March 6, 2013
Press Release: Lucena Research Raises $1 Million in Oversubscribed Seed Financing Rounds
Lucena Research, a provider of investment decision support technology to RIAs, small hedge funds and other sophisticated investors, announced that it has raised $1.025 million in two seed financing rounds. The investor list includes a hedge fund and a registered investment advisor that were instrumental in piloting Lucena’s QuantDesk software in late 2012. A group of angel investors also participated in the funding rounds including a senior executive who spent the past 20 years leading one of the world’s largest global wealth management service providers. Continue reading →
January 28, 2013
Artificial Intelligence and Its Ability to Generate Alpha by Markets Media
In the Part 2 of Machine Learning in Financial Trading series, Markets Media looks into applying Artificial Intelligence to trading. Lucena co-founder and CTO Tucker Balch is quoted about his views in this topic. Continue reading →
January 24, 2013
Press Release: Lucena Research To Provide QuantDesk Decision Support Software to Battle-Fin Quantitative Trading Strategy Contestants
Lucena Research, a provider of investment decision support technology, announced today that it will be providing its QuantDeskTM software to all contestants of the upcoming Battle-Fin 3.0 Tournament which commences on February 1. Battle-Fin is a Miami-based company that uses cutting edge real-time, real-capital tournaments to democratically identify tomorrow’s best trading strategies across asset classes. Over 3,000 computational financiers expressed interest in Tournament 3, with 20 being chosen to compete in three categories; Launch (new managers), Professional (emerging managers) and Elite (established managers). Battle-Fin will announce winners of each category plus one “Wild Card” pick on March 29. Continue reading →
January 23, 2013
Machine Learning in Financial Trading: Theory and Applications by Markets Media
It’s tough to make predictions, especially about the future, said baseball legend Yogi Berra.
But that doesn’t stop people from trying, particularly within financial markets, where machine learning trading algorithms are being developed and launched by hedge funds, with a view towards finding practical applications of the large body of theory that exists for artificial intelligence. Continue reading →
January 14, 2013
Lucena’s New Executive Vice President of Business Development John Coulter Recognized by Inside Market Data
Atlanta, Ga.-based startup analytics provider Lucena Research is building out its business development staff and its “Quant for Hire” analyst on-demand division as the vendor looks to increase take-up of its QuantDesk decision support platform, which it launched last month (IMD, Nov. 16, 2012).
To oversee the expansion of its sales force in key financial hubs—including New York, Chicago and San Francisco—over the course of 2013, the vendor has hired John Coulter as executive vice president of business development, responsible for heading its sales and marketing function. Lucena’s sales efforts will initially target small and medium-sized hedge funds and registered investment advisors similar to existing QuantDesk early adopters who do not have existing quantitative analysts on staff. Continue reading →
January 14, 2013
Press Release: Lucena Research Names John Coulter Executive Vice President of Business Development
Lucena Research, a provider of investment decision support technology, announced today that John Coulter, formerly President & CEO of Titan Trading Analytics, has been named Lucena’s Executive Vice President of Business Development. Coulter brings over 20 years of financial technology sales and marketing management experience to Lucena, with a proven track record of significantly accelerating the revenue growth and global expansion of several startup and public companies. Continue reading →
January 9, 2013
Lucena is one of the startups that shakes up the financial technology field, writes WatersTechnology
Nearly everyone in the financial technology arena knows someone who’s worked with an entrepreneur in the early stages of a business. Building something from the ground up into a profitable enterprise is a common dream. Jake Thomases takes a look at four such seedlings, their common challenges, and their different paths to the Promised Land. Continue reading →
December 18, 2012
Lucena Preps Support for Performance, Proprietary Data by Inside Market Data
Startup analytics vendor Lucena Research is making the results of historical back-testing analysis of its predictions available via its QuantDesk decision support platform, along with the ability to upload proprietary data sources, to help users evaluate investment decisions. Continue reading →
December 3, 2012
Lucena’s QuantDeskTM Featured on Semantic Web
A new cloud-based artificial intelligence solution from Lucena, the first features of which are going live today, focuses on helping these users scientifically validate their investment plans, the idea being to find new market opportunities and reduce risk. The early stage company is headed up by serial entrepreneur and CEO Erez Katz, whose partner in the venture is CTO Tucker Balch, a professor of Interactive Computing at the Georgia Institute of Technology whose work focuses on machine learning and robotics. Continue reading →
November 28, 2012
Press Release: Lucena’s QuantDeskTM is now Available to the Public
Lucena is making their QuantDeskTM decision support platform available to interested clients for a 30 day free trial. Katz says they are confident that QuantDeskTM will demonstrate its value during the trial period. Continue reading →
November 19, 2012
Lucena Research QuantDeskTM was Featured on Inside Market Data by Waters Technology
Atlanta, GA-based startup analytics provider Lucena Research will release its QuantDesk decision support platform into general availability at the start of December, but is already completing development of two new modules — for event studies and back-testing — scheduled for release in February, to provide firms with quantitative analysis to support investment decisions and identify investment opportunities to optimize portfolios. Continue reading →
November 13, 2012
Press Release: QuantDesk is now available on Bloomberg’s App Portal
Lucena Research announced today that its decision support technology for investment professionals application QuantDesk is available via the Bloomberg Professional service, as a new feature called the Bloomberg App Portal. Bloomberg Professional service subscribers globally can instantly access the Bloomberg App Portal at “APPS GO” where they can search among dozens of applications that help them accomplish tasks such as value and price securities, visualize and analyze data or leverage new charting techniques. Applications can be licensed and operated from within the Bloomberg Professional service environment – without disrupting or interrupting workflow. Continue reading →
November 12, 2012
40,000+ ENROLL IN FIRST COURSERA COURSE
Sitting in front of a camera and giving a lecture to students you can’t see is intimidating. This is just one of the things that Tucker Balch has learned about the process of teaching a massive open online course (or MOOC) through Coursera. “One of the reasons I enjoy teaching in front of students is because I can see if they’re getting the material, but lecturing online is like diagnosing an illness over the Internet. It’s a challenge,” said Balch, an associate professor in the School of Interactive Computing. “Instead of gauging reactions, I really have to pay attention to the online forums to see if people understand.” Continue reading →
November 5, 2012
Georgia Tech joins push for free online courses
Lucena CTO and Co-Founder Tucker Balch is on 11 Alive News today. He is about to start teaching “massive” online course on Computational Investing via Coursera, Computational Investing, Part I “It’s hard to imagine a better way to affect more people, to influence their thinking on a subject,” said Professor Tucker Balch, who’s the first at Georgia Tech to videotape his lectures, then post them online. His course, Computational Investing, is the first of a series of courses that Tech plans to offer through an online company called Coursera. Continue reading →
September 28, 2012
Lucena is featured in the Atlanta Journal Constitution as one of the selected companies to present at Venture Atlanta 2012
Venture Atlanta, Georgia’s premiere event connecting technology innovation and investment capital, revealed today its lineup of presenting companies for its annual two-day conference to be held October 17-18, 2012, at the Georgia Aquarium. Now entering its 12th year, Venture Atlanta and its earlier iterations have assisted in helping companies raise close to $1 Billion. Continue reading →
September 4, 2012
Lucena is recognized by Inside Market Data
Atlanta, GA-based startup analytics provider Lucena Research is seeking early adopters for its QuantDesk decision support platform, which provides hedge funds, wealth advisors, registered investment advisors and sophisticated individual investors with quantitative, machine-learning-based analysis for optimizing portfolios and reducing risk, ahead of a production launch planned for October. Continue reading →
