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Driven by deep-rooted knowledge of the investment research landscape and an ever-evolving vision for technology’s role in the space.
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Roundtable
At our recent BlueMatrix client roundtable, a question was asked that is on every leader's mind: "How can you help us maintain attribution, get paid for our IP, and protect us from value erosion?" The energy in the room shifted. That question—and the urgent concern behind it—set the tone for everything that followed. The Attribution…
November 11, 2025
At our recent New York client roundtable, "From Signal to Alpha," every seat was filled, including the main room and overflow. After 26 years in this industry, I've learned to recognize inflection points. What I saw wasn't just polite engagement—it was the future of capital markets transformation taking shape in real time. Malcolm Frank 's…
October 21, 2025