Windows in Financial Services Magazine Creates Advisory Council of 24 Global Securities Industry Leaders

Holds First Live Roundtable in NY with Executives from Microsoft, HP, Intel, Dell/Plural, Putnam, TowerGroup and Meridien.

New York, NY, October 7, 2002 – Windows in Financial Services (WFS), the magazine for Microsoft and the financial enterprise, today announced it has created an Advisory Council comprised of 24 leading global securities business and IT executives from some of the world's largest financial services institutions, including buyside and sell side customers, industry analysts, consultants and technology vendors.

Members of the Advisory Council currently include:

- Rick Carey, CTO, Merrill Lynch (NYSE: MER)
- Tom Coleman, director, Cornell Theory Center
- Mack Gill, director, alliance program, SunGard (NYSE: SGD)
- Neil Isford, vice president, Dell/Plural Professional Services (Nasdaq: DELL)
- Rajeev Kapur, senior manager, global financial services industry marketing, Intel (NYSE: INTC)
- Erwin Marten, managing director, head of risk management, Putnam Investments
- Kenny McBride, global Managing director, securities and capital markets, Microsoft(Nasdaq: MSFT)
- JP Morgenthal, CTA, Software AG (MDAX: SOW)
- Ismail Pishori, director, global financial solutions, capital markets, HP (NYSE: HPQ)
- Sharon Rowlands, COO, Thomson Financial (TSE: TOC)
- Larry Tabb, vice president, securities and investments, TowerGroup
- Debbie Williams, co-founder/research director, Meridien Research
- Songnian Zhou, Ph.D., CTO, chairman and co-founder, Platform Computing

Up to eight council members will participate in roundtables four times a year. Topics will be generated by members working closely with Martin Rabkin, a WFS contributing editor and roundtable moderator who is a marketing consultant and former publisher of MaRKETS magazine at Dow Jones.

"Ground rules are simple," said Rabkin. "We want frank, thoroughly interactive conversations, a conversation where participants can agree, disagree, challenge each other with follow up questions, with no posturing or product marketing allowed."

The first roundtable, titled, "The most under- and overhyped technologies and topics on Wall Street: what are they and why?" was conducted Thursday, September 19 at Microsoft's New York office, attended by Larry Tabb, Debbie Williams, Erwin Martens, Raj Kapur, Kenny McBride, Neil Isford and, for Ismail Pishori, Andrew Wescott.

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