THE BERYL CONSULTING GROUP
is the CEO of The Beryl Consulting Group. He is an investment executive who thrives in entrepreneurial environments that value teamwork, creativity, independent thought and leadership. In the late 1990s, after working for some of the world's largest investment banks including UBS and Morgan Stanley, he founded a fintech company that provides analytics to the hedge fund industry. In 2004, he founded The Beryl Consulting Group, an investments consulting firm, that advises mainly family offices on their allocations in alternative investments.
Mr. Radonjic has a unique blend of expertise across alternative and traditional asset classes and served as a member of the investment committee team at firms. He has developed an in-depth expertise in launching alternative asset management businesses and has invested in long/short equities, event driven, credit, emerging markets, and global macro strategies. He possesses a strong ability to develop sophisticated and compelling investment strategies and has performed due diligence on over thousand managers across the U.S./Europe/Asia resulting in over a billion dollar allocations since 2002. He is an expert guest speaker on global markets and geopolitics on CCTV (中央电视台), Bloomberg TV and i24 News and is frequently quoted in the financial press. Mr. Radonjic holds dual Masters degrees from Columbia University, School of International & Public Affairs, and Lubin School of Business, Pace University.
Anthony Scaramucci is the Founder and Co-Managing Partner of SkyBridge Capital. He is the author of four books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, Hopping Over the Rabbit Hole (a 2016 Wall Street Journal best seller), and Trump: The Blue-Collar President. Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co. In 2016, Scaramucci was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year – New York” Award in the Financial Services category. Anthony is a member of the Council on Foreign Relations (CFR), vice chair of the Kennedy Center Corporate Fund Board, a board member of both The Brain Tumor Foundation and Business Executives for National Security (BENS), and a Trustee of the United States Olympic & Paralympic Foundation. He was a member of the New York City Financial Services Advisory Committee from 2007 to 2012. In November 2016, he was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee. In June 2017, he was named the Chief Strategy Officer of the EXIM Bank. He served as the White House Communications Director for a period in July 2017. Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.
brett s. messing
Brett S. Messing is a Partner and the President and Chief Operating Officer of SkyBridge. He began his career at Goldman Sachs where he held various positions including Vice President and Co-Head of the Restricted Stock Group. Thereafter, he was a partner at Oscar Capital Management, which was acquired by Neuberger Berman, LLC. Following the successful integration of the business, Mr. Messing founded GPS Partners, a $2.5 billion hedge fund at its peak, which focused primarily in the energy infrastructure sector. Mr. Messing was the firm’s Managing Partner and Chief Investment Officer. Thereafter, Mr. Messing worked for Los Angeles Mayor Antonio R. Villariagosa as Co-Chief Operating Officer responsible for economic and business policy. Mr. Messing served as a Senior Advisor to Mayor Michael R. Bloomberg at C40 Cities, a joint venture with the Clinton Climate Initiative. Mr. Messing is the Terence M. Considine Visiting Senior Research Fellow in Law, Economics, and Business at Harvard Law School. He is the co-author of The Forewarned Investor and contributed to Learning from the Global Financial Crisis - Creatively, Reliably and Sustainably, a compendium published by Stanford Business School. Mr. Messing received his A.B. from Brown University, magna cum laude, and his Juris Doctor from Harvard Law School.
APG ASSET MANAGEMENT US INC.
For 25 years Michael has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes. He is a Managing Director, Head of Hedge Funds and Alternative Alpha, at APG. Previously he was the Chief Investment Officer at MOV37 and Protege Partners. Michael is also an Adjunct Professor of Economics and Finance at Columbia Business School, where he teaches Institutional Investing, an advanced MBA course that he created. He is the Co-Founder of the Artificial Intelligence Finance Institute - AIFI. Michael also testifies as an expert witness in financial and technology litigation. He was a portfolio manager and global head of equities at FRM, a multi-strategy investment solutions provider. Prior to that, Michael was a portfolio manager at Soros, the macro fund and family office, and at Credit Suisse. Before that he was a Real Estate analyst at Dean Witter. Michael is a board member of AIMA and on its Research Committee. He is on the management advisory council for the Michael Price Student Investment Fund and a Special Advisor to The Tokyo University of Science’s Endowment. Michael is a founder and board member of Project Punch Card, a not-for-profit organization. He is a member of The Economic Club of New York. Michael is a former Chair at CFANY, where he has received multiple awards, including Volunteer of the Year. He is a research contributor to The World Economic Forum on the impact of AI on Finance. Michael is a published author, having written for The New York Times, Institutional Investor and investment books. He has been interviewed by the Wall Street Journal, Financial Times, CNBC, Bloomberg and Reuters. Michael is a frequent panelist, moderator and lecturer for investment banks, institutional and family office organizations and business schools, including SALT and Harvard. Michael has a BS from New York University and an MBA from Columbia Business School.
JACKIE ROSNER cfa, frm, cmt, caia
Jackie Rosner, CFA, FRM, CMT, CAIA (New York) is a Managing Director, joined the firm in 2013 and is a member of the Portfolio Management team, with a specific focus on global macro, relative value, managed futures, and quantitative strategies. Prior to joining, Jackie was a Managing Director, head of global macro and systematic trading strategies, and a member of the executive committee at Union Bancaire Privee Asset Management in New York. Prior to UBP, he was a proprietary trader at BNP Paribas in New York. Jackie has also been a portfolio manager at both Archeus Capital Management and Millennium Partners, and was a founding member of a proprietary trading desk in the fixed income department of Chase Manhattan Bank/J.P. Morgan. Jackie began his career at Salomon Brothers (Citibank) where he held various positions of increasing responsibility primarily focused on quant, trading, and fixed income strategies. He is on the advisory board for the MIT Sloan Department of Finance, volunteers as a master’s thesis supervisor at the Department of Mathematics at NYU Courant, and guest lectures at Columbia University’s Department of Financial Engineering. Jackie holds a BS in Economics, a BS in Management Science, and an MSc in Management from the Sloan School of Management at Massachusetts Institute of Technology. He also holds an MSc in Mathematical Finance from New York University and has earned the following designations: CFA, CAIA, CMT and FRM.
FRANK NIELSEN CFA
Frank Nielsen, CFA Managing Director of Quantitative Research Frank Nielsen is managing director of quantitative research for Strategic Advisers, Inc. (SAI), a registered investment adviser and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, Mr. Nielsen oversees the Quantitative Research team and its partnership with SAI Portfolio Management to advance asset allocation solutions for both retail and institutional clients. His team also contributes to thought leadership and research innovation initiatives. Prior to joining Fidelity in his current role in 2012, Mr. Nielsen was an executive director and co-head of applied research at MSCI Barra from 2004 to 2012. Previously, he was vice president, head of risk management solutions at Barra from 1993 to 2003. He has been in the investments industry since 1993. Mr. Nielsen earned his Diplom Kaufmann degree (equivalent to an MBA) from Hamburg University in Hamburg, Germany. He is also a CFA® charterholder.
Heath Windcliff, Managing Director, is the head of the Quantitative Research team at MS which is responsible for equity algorithmic trading research and development. He actively works on the design of the optimization tools, price forecasting processes, market impact models, limit order worker and venue selection models used in our products. He is also responsible for the PostTrade analytics framework that MS uses to design and tune the algorithmic offering for the use cases and needs of users and clients. Heath has a PhD in Computer Science from the University of Waterloo in 2003 following a Masters and Bachelors in Applied Mathematics where he studied numerical optimization and control theory.
Gurraj S. Sangha
STATE STREET VERUS
Mr. Sangha is the Global Head of Risk and Market Intelligence for State Street Verus and leads a risk and investment strategy team for an artificial intelligence platform that integrates machine learning, natural language processing, portfolio and risk management, and human experiences to explore connections and extract relevant insights between market-moving events and multi-asset class portfolios. Mr. Sangha is an accomplished global macro portfolio manager, strategist, and risk manager, with over 20 years’ experience. He has advised firms on developing quantamental approaches to trading --- strategies at the intersection of structural, statistical, and fundamental trading, utilizing data science, machine learning on both structured and unstructured data, and behavioral analytics. Further, he has led several investment strategy and risk management teams and held a number of senior positions, including Chief Investment Strategist at a $6 billion global macro volatility hedge fund, and Senior Global Macro Trader at a $400 million hedge fund. Mr. Sangha began his career at Goldman, Sachs & Co.,in the Global Investment Research Division. He received honors at the International Mathematics Olympiad, served on the Canadian Mathematics Olympic Team, and is a Magna Cum Laude graduate of Brown University.
Robert Koepp serves as director and the chief economist of the Corporate Network in Hong Kong for The Economist Group, parent company of the weekly publication, "The Economist". An active writer, speaker, and commentator, he has authored two full-length books, "Betting on China: Chinese Stocks, American Stock Markets, and the Wagers on a New Dynamic in Global Capitalism" and "Clusters of Creativity: Enduring Lessons on Innovation and Entrepreneurship from Silicon Valley and Europe’s Silicon Fen". Reports he has authored under The Economist brand include "Learning from disruption", "Digital Asia", "China gets its game on", "China’s 'One Belt, One Road'", and annual instalments of the "Asia Business Outlook Survey". He speaks on television and at public forums on such topics as China’s economic rise, the US-China trade war, comparative innovation models between East and West, financial markets, global technology, economic and geopolitical trends throughout Asia, and related topics concerning Asia and the world. Rob graduated from Pomona College with a degree in Asian Studies and earned an MBA from the University of Cambridge. He speaks, reads, and writes fluent Mandarin Chinese and Japanese.
Jonathan Berkow is the Alternative Data Lead in the equities division at AllianceBernstein. He leads the research and adoption of alternative data in equity research and systematic strategies. Prior to joining AB in 2018, he was a systematic portfolio manager and researcher at the hedge funds Element Capital and Kepos Capital. He started his career at Goldman Sachs Asset Management where he managed quantitative research and was a portfolio manager for global equity portfolios. His research has spanned both equities and macro asset classes. He graduated from MIT with a degree in economics.
NUVEEN ASSET MANAGEMENT
William Bell is currently the head of corporate development for Nuveen Asset Management. In this capacity, he is responsible for leading all inorganic strategy development and execution ranging from partnerships to M&A. Previously, William led the launch of Nuveen’s 14th affiliate, Nuveen Quantitative Strategies. Prior to joining Nuveen, William led fintech strategy and development out of the corporate strategy and development team at TIAA. In this effort, William managed the firm’s strategic relationships with venture capital firms and serves as the point person to introduce new, innovative ideas and companies across TIAA and Nuveen. In addition, William works with TIAA’s Executive Committee on the firm’s strategy and priorities as business models evolve in the financial services industry. Before launching the fintech effort, he focused on mergers & acquisitions where he executed more than $10B in M&A deals, including Nuveen, Envisage & MyVest as well as more than $6B in strategic financing transactions. Prior to TIAA, he was with the Financial Institutions Group in Citi Investment Banking advising institutional clients on mergers and acquisitions as well as capital markets transactions, and at at American Capital, a publicly traded diversified alternative asset manager. William began his career at IBM Business Consulting Services where he built statistical and machine learning models for the Federal Government. William has a BS in Electrical Engineering and a BA in Economics from Duke University and an MBA from Harvard Business School. He is also a CFA charter holder
THE HONORABLE ALBERTO BACÓ BAGUÉ
FORMER TREASURER OF PUERTO RICO
is a former Secretary of Economic Development & Commerce in the Commonwealth of Puerto Rico. Bacó Bagué is the Founder and General Director of the Partnership for Modern Puerto Rico, a forum that promotes co-investment, macro project promotion, deep dive thought processes, and high-level networking to lead Puerto Rico in the future. Bacó Bagué is an attorney, CPA, and entrepreneur. During his career, he has distinguished himself as an active supporter of the development of the venture capital and private equity industry in Puerto Rico and has held senior management positions in both the public and private sectors. In the public sector, Bacó Bagué has held positions as Executive Vice President, President and Chairman of the Board of the Economic Development Bank and the Government Development Bank for Puerto Rico.
For four years, he directed the economic development strategy and execution as a cabinet level Secretary. Prior to his appointment, Bacó Bagué held several leadership positions within the private sector, including CEO of Marvel and Bohio International, and Board seats with W Holdings and Assurant P.R., among others. He has held several positions within international accounting and law firms., and currently directs ABB Capital LLC, which specializes in strategies for growth, governance and turnarounds. Bacó Bagué graduated Magna Cum Laude from the University of Puerto Rico with a Bachelor Degree in Business Administration. He also holds a Juris Doctor degree from the University of Puerto Rico. He is an active member of Young Presidents' Organization (YPO).
is a senior commodity strategist for Bloomberg Intelligence, a unique research platform that provides context on industries, companies, and government policy, available on the Bloomberg Professional service at BI(GO). Mr. McGlone specializes in the broad investible commodity markets. Mr. McGlone joined Bloomberg in 2016 with over 25 years of futures and commodity trading and investing experience, beginning at the Chicago Board of Trade. Prior to joining Bloomberg, he was a head of US research at ETF Securities. Prior to ETF Securities, Mr. McGlone headed the commodity business at S&P Indices. His previous roles included head of futures research at ABN Amro and VP research, analyst, trader, sales at Aubrey G. Lanston / IBJ Futures.
Mr. McGlone has an MBA from DePaul University in Chicago and bachelor’s of science and arts degrees from Illinois State University. He is a CFA Charter holder and has earned a Financial Risk Manager (FRM) designation.
FRANKLIN TEMPLETON - K2 ADVISORS
is a senior managing director and Head of Investment Research at K2 Advisors, a division of Franklin Templeton. He joined K2 Advisors in May 2010. From 1990 to 1995 Mr. Christian worked as a global strategist and proprietary trader at Chase Manhattan Futures Corporation. In 1995, he founded Modoc Capital focusing on short-term futures trading. In 1997 Modoc entered into a joint venture with Stonebrook Capital Management LLC as a portfolio manager and researcher. From 1998 to 2003 Mr. Christian worked at Graham Capital Management LP as a portfolio manager and researcher of quantitative based trading strategies. From 2003 to 2005 he was the Head of Macro Strategies at Julius Baer Investment Management . From September 2005 to March 2010 he worked at FRM Americas LLC where he was the Global Head of Directional Trading Strategies and portfolio advisor to numerous funds, including the award winning FRM Sigma. Mr. Christian holds a B.A.S. in biology and economics from Stanford University (1985) and an M.B.A. in finance from Leonard N. Stern School of Business - New York University (1990).
Jennifer Keeney is a Senior Risk Officer for alternative investments at Russell Investments. She has over fifteen years of alternative investment operational due diligence, hedge fund manager research and equity research experience. Her responsibilities include implementing and leading a risk-based operational due diligence program across hedge fund, private equity and private real estate managers. She also works with the Private Capital team on sourcing managers for impact investing mandates. Prior to Russell, Ms. Keeney served as the Head of Operational Due Diligence at a socially responsible hedge fund of funds. She was a Senior Consultant with the Enterprise Risk Management team at General Motors Asset Management, and previously, a Managing Director at Fairfield Greenwich Group, where she evaluated hedge fund managers for an Asian joint venture. Ms. Keeney served as the Head of Due Diligence for a hedge fund-of-funds, and earlier, held research positions at Bear, Stearns and Standard Chartered Securities. Ms. Keeney is a member of the New York Society of Securities Analysts Alternative Investment Committee and former member of the Greenwich Roundtable’s Best Practices Working Group. She was a contributing writer to the Greenwich Roundtable’s white paper, Best Practices in Due Diligence: Alternative Investments, published in July 2010. ed in July 2010.
Sourav is Data Scientist Thought Leader at IBM Analytics working in the area of Artificial Intelligence, Data Science and Big Data for last 10 years with over 22 years of total IT experience. Sourav has consistently driven business innovation and values through Methodologies and Technologies related to Artificial Intelligence and Data Science transpired through his knowledge, insights, experience and influencing skills across multiple industries including Manufacturing, Insurance, Telecom, Banking, Media, Health Care and Retail industries in USA, Europe, Australia, Japan and India. In last 10 years he has influenced key decision makers in about 7 different fortune 500 companies to adopt Data Science, Artificial Intelligence and Big Data related technologies to address complex business needs through use of large volume of Data. Sourav has also consistently provided directions to and successfully led numerous challenging Artificial Intelligence, Data Science and Big Data oriented projects in last 10 years applying various related methodologies ranging from Descriptive statistics, Probabilistic Modeling, Algorithmic Modeling, Natural Language Processing, etc., to solve critical business problems using large volume of data. Sourav has also successfully partnered with academia within North America, India, South Africa to mentor the students and enabling them in this area. Sourav is a seasoned professional experienced in working both as an individual contributor and team player thriving in a dynamic and ambiguous environment. Sourav has experience and exposure in working in variety of Artificial Intelligence, Data Science and Big Data related technologies like Watson APIs, Watson Studio, Watson Explorer, SPSS, Spark, Hadoop, BigSQL, HBase, MongoDb, Solr, System ML, Brunel, Cognos, R, Python, Scala/Java, etc., using them in projects involving phases from creation of Minimum Viable Product to Productionization. Sourav consistently publishes papers/blogs/articles in various industry forums. He also speaks in various Industry conferences on Artificial Intelligence, Data Science and Big Data.
SHEARMAN & STERLING
With over 20 years of experience, Donna Parisi Global Head of Financial Services and FinTech at Shearman & Sterling has built a reputation for delivering innovative ideas and solutions to financial institutions, FinTechs and other market participants. Donna has broad and deep knowledge of financial institutions, evolving regulatory requirements and the business opportunities and challenges of her clients. As the financial services sector faces disruption by both new non-financial institution players and emerging technology, she has remained at the forefront of industry developments by supporting both the burgeoning FinTech community and her financial services clients. Donna is the driving force spearheading the firm’s FinTech Foundry program, which supports the FinTech-related activities of the firm’s clients and the wider global FinTech ecosystem including financial institutions, FinTech start-ups, accelerators and incubators, venture capital and private equity investors, and policymakers. This program provides opportunities to connect, share insights and provide legal advice to the innovators shaping the future of financial services. On a day to day basis, Donna advises clients on the full range of derivatives, structured products, securitization, capital markets and commodities matters. In particular, she helps clients develop and structure new financial products and has extensive experience in the negotiation and documentation of OTC derivative transactions across all asset classes. In addition to FinTech and Financial Services, Donna also leads Shearman Women, the firm’s women’s initiative. Donna has long had a genuine passion for advancing career opportunities for women and received the “Inspiring Role Model in Promoting Gender Diversity and Inclusion in the Legal Profession” award at the Chambers Women in Law Awards in June 2018. She is a prominent thought leader and frequently recognized as a leader in her field by industry commentators and the press. Most recently, she was included in Innovate Finance’s Women in FinTech Powerlist 2018 in the "Professional and Financial Services" category. !
Poul B. Kristensen
NEW YORK LIFE INVESTMENT MANAGEMENT
Poul is an Economist and Portfolio Manager with New York Life Investment Management’s (NYLIM) Strategic Asset Allocation and Solutions (SAS) Group, which has $10 billion in assets under management. He joined NYLIM in 2011 to focus on global macroeconomic trends and investment strategy and has 19 years of experience in the industry, specializing in quantitative investment strategy, machine learning and asset allocation. Prior to joining NYLIM, he worked at Danske Bank Markets, where he specialized in tactical asset allocation and international macro and interest rate strategy. Before that, he was a senior strategist where he headed and coordinated tactical and strategic asset management. Poul holds a Master’s degree in economics from Aarhus University (in Denmark), and he received his Certificate in Quantitative Finance (CQF) in 2011. He is also a CFA Charter holder since 2004.
NEW YORK LIFE INVESTMENT MANAGEMENT
Amit Soni is a Director and Portfolio Manager in the Multi Asset Solutions (MAS) team at New York Life Investment Management. He focuses on quantitative macro-economic and systematic strategies research and portfolio management for the multi-asset funds managed by the team. Prior to joining New York Life Investments, he worked in the Global Asset Allocation group at Putnam Investments, where he was part of the portfolio management team managing the Asset Allocation and the Absolute Return funds. He holds a Master’s degree from the Massachusetts Institute of Technology and a Bachelors degree from the Indian Institute of Technology Kanpur (India). He holds the CFA® designation and has been in the investment industry since 2008.
BALYASNY ASSET MANAGEMENT
Michael Korby is the Head of Market Data at Balyasny Asset Management in New York, joining the firm in 2017. As Head of Market Data, Michael is responsible for managing the data provision lifecycle for a globally accessible data infrastructure. He directs the development of a robust process for monitoring data resources and ensuring investment professionals receive integral information. Prior to BAM, Michael was the Head of Application Development and a Senior Vice President at Highbridge Capital Management, joining the firm as a Senior Software Developer in 2005. Prior to Highbridge, Michael spent 8 years as a software developer at technology start-ups in Silicon Valley, starting his career at Netscape Communications in 1997. Michael has 22 years of experience in technology and software development. He earned both his Master of Engineering and Bachelor of Science in Computer Science from Cornell University.
Ritesh is a senior data scientist at Goldman Sachs, where he manages a team of software developers and quantitative analysts to detect market anomalies and disruptive events across asset classes. He has extensive experience in financial markets, market microstructure and working with big (petabytes of) data. He holds a Masters of Operations Research from Columbia University and is a certified Financial Risk Manager (GARP) and his previous experience includes equity research, derivative valuation and data consulting.
Konstantin Gaber, Director, is the head of the Quantitative Execution Services & Analytics at WorldQuant, has primary responsibility for optimizing electronic trading efforts across the firm, finding new sources of liquidity, staying on top of market microstructure, etc. He manages both internal and external providers of trading algorithms in order to improve slippage to relevant benchmarks, minimize market impact and improve overall trading efficiency. Previously, Konstantin was managing the development of ultra-low latency trading and real-time risk management solutions at Deutsche Bank’s Equity Trading desk. Prior to that, he was working at Quantitative Prime Services team at both Lehman Brothers and Barclays Capital, managing all the aspects of in-house trading platform, including all the surrounding prime brokerage aspects of the business. Konstantin holds MS degree in Operations Research from Columbia University.
Michelle Makori is an internationally acclaimed television journalist, news anchor, reporter and producer. Currently she is a leading anchor and Editor-in-Chief at i24News. Makori has worked as an anchor and reporter for Bloomberg, CNN Money, CGTN and SABC. As an anchor and reporter, Makori has covered and analyzed the biggest global economic, financial and geopolitical events of the past decade. Makori joined i24 NEWS from CGTN (China Global Television Network) where she was the New York-based anchor and producer of “Global Business America”, CGTN’s flagship global economic and business news show. Makori was a key member of the team that launched CGTN’s U.S. based global English Channel in 2011. Prior to joining CGTN, Makori was a reporter with CNN Money and an anchor and reporter for Bloomberg TV. Makori has interviewed heads of state, CEOs of Fortune 500 companies and other leaders in politics, business and entertainment. Born in Israel, raised in South Africa and now an American citizen, Makori speaks five languages and brings a truly global perspective. Makori also brings Wall Street experience to her financial news coverage, having received her FINRA financial adviser license (Series 7) and having worked with The Beryl Consulting Group and GFI. Makori holds a Post Graduate Honors Degree in Media Studies and Journalism (with distinction), and a Bachelor of Arts with a double major in Law and Psychology from Witwatersrand and her Masters degree from Damelin Business School, in South Africa.
arik ben dor
Arik Ben Dor is a Managing Director and Head of Quantitative Equity Research at Barclays. Over the past 15 years, Dr. Ben Dor oversaw large scale research projects in rates, credit, equities, and hedge funds used by the largest institutional investors globally, including central banks, Sovereign wealth funds, asset managers, insurance companies, pensions and hedge funds. His research focused on asset allocation, smart beta, alpha generation, portfolio optimization, risk management, and hedging. He published two books on quantitative investing in credit securities and over a dozen articles in leading industry journals such as the Journal of Portfolio Management, Journal of Fixed Income, Journal of Investment Management, and Journal of Alternative Investments. In 2018, he was ranked 1st in II All-America Fixed Income Research Survey in the Quantitative Analysis Category. He co-authored the influential articles on ‘DTS (Duration Times Spread)’, a new approach to measuring the spread risk of corporate bonds and credit default swaps. It changed industry practices and was widely adopted by credit investors globally. One of his articles received the Martello award for the 2007 best practitioner paper, and his research on ‘cloning’ hedge funds was the basis for several products and was awarded a U.S. patent. His recent work on exploring the cross-asset relation between stocks and bonds was the basis for constructing systematic equity strategies such as momentum and ‘value’ based on credit signals, and the usage of equity derivatives for hedging high-yield bonds. His systematic strategies were adopted by some of the largest global asset managers and were presented in leading industry conferences. Prior to his current role, Dr. Ben Dor worked at Lehman Brothers and Morgan Stanley. He holds a PhD in Finance from the Kellogg Business School at Northwestern University, and completed his B.A. and M.A. in Economics from Tel Aviv University, Cum Laude
Ksenia Sussman is a legal counsel and compliance leader with over 12 years of experience. In her current role, she serves as the General Counsel and Chief Compliance Officer of BitOoda Holdings, LLC, and its regulated subsidiaries. Ksenia oversees all legal and compliance matters of the business across all entities falling within the jurisdictions of the SEC, the CFTC, and the NY DFS. Ksenia worked on the first Bitcoin derivative transaction that was reported by BitOoda on the Intercontinental Exchange’s (ICE) Trade Vault. She spearheaded discussions and helped with the legal documentation in setting up industry groups, including the Association of Digital Asset Markets (ADAM). Prior to BitOoda, Ksenia was a Vice President at Barclays PLC, where she advised on a broad spectrum of transactional and regulatory matters of the investment banking business. During her tenure at Barclays, she structured, negotiated, and documented complex derivatives and structured transactions, was primarily responsible for the legal coverage of the structured commodities index trading business, and helped in set up the Barclays Rise Accelerator program. She worked on structuring of bespoke strategic investment deals in FinTech companies, focusing specifically on payment processing and blockchain technologies. Ksenia is an avid philanthropist and dedicates a lot of time to pro bono. She is currently on Associate Board of Immigration Equality.
Cian Desmond is an AVP with Wilshire Associates and a member of Wilshire Manager Research Group. Mr. Desmond works in Wilshire’s Santa Monica office and is responsible for investment research across multiple types of alternative investments, including hedge funds, private real assets and private credit. Mr. Desmond joined Wilshire in 2018 and brings over 9 years of investment experience related to alternative investment research, selection, and portfolio construction. Before joining Wilshire, Mr. Desmond worked as Director of Alternative Investment Research at Shepherd Kaplan Krochuk LLC in Boston with primary responsibility for developing investment strategy, alternative investment research, and manager selection for institutional, endowment & foundation, and high-net-worth clients. Mr. Desmond’s responsibilities included hedge funds, private markets, and co-investments across all asset classes. Prior to joining SKK, Cian worked in the Investment Research group at Canterbury Consulting where he was responsible for sourcing, due diligence and monitoring of fundamental hedge fund and private equity strategies. Mr. Desmond is a CFA Level III candidate and received a BS in Finance from Wake Forest University.
HITACHI FINANCIAL INNOVATION LAB
Patricia Kroondijk is a Fintech Strategist at Hitachi’s Financial Innovation Lab in Silicon Valley. She is responsible for the evaluation of start-ups that drive the Hitachi’s Financial Technology road maps both from and R&D as well as commercialization perspective. She also works on the business model design and strategy of newly created opportunities and is also responsible for building Hitachi’s partnership strategy to build out the company’s Fintech ecosystem with high-growth Silicon Valley companies. She is often applies Design Thinking methods in her strategy work for both clients as well as Hitachi. Prior to Hitachi she worked as a strategy consultant for PricewaterhouseCoopers for 10 years for large financial services companies such as ING and Old Mutual. She also worked for various startups as well as a large insurance company and has 18+ years of strategy and consulting experience. Throughout her career she has worked in 5 different countries and she speaks 5 languages fluently. She has earned a Bachelor of Commerce in Entrepreneurial Management from Royal Roads University in Canada, as well as a Masters of Science in Financial Management from TIAS, a leading European Business School.
JARED E. KLEE
Jared E. Klee is responsible for IBM Blockchain tokenization, an emerging business to enable enterprises to issue, manage, and redeem digital assets on blockchain. Jared previously led acquisitions and strategic partnerships for IBM Industry Platforms, including Watson Financial Services and IBM Blockchain. Jared helped lead the acquisition of Promontory Financial Group and launch the Watson Financial Services unit. Prior to the formation of Watson Financial Services, Jared was the global head of Watson Risk & Compliance. As part of his role he met with analysts, regulators, and bank c-suite officers to discuss how AI can help solve challenges in financial services and was on the governance board of IBM Research initiatives to create the next generation technology for risk and compliance. Jared serves as a trustee for The Williams School and as a class officer for Dartmouth College alumni. Jared holds an AB from Dartmouth College.
Jeff Schmidt is a two-decade veteran entrepreneur, IT security leader, and Internet infrastructure expert. Prior to starting DataPulse in 2015, Jeff founded JAS Global Advisors LLC in 2003 – an IT security consultancy which architects and delivers security and risk management solutions for a full range of government and private sector clients. In addition, Jeff founded Authis, a provider of innovative risk-managed identity services for the financial vertical, was the Vice President of Product Management for ENDFORCE (acquired by Sophos), and was the CIO of The Ohio State University’s second largest business unit. He also spent time at The Microsoft Corporation where he spearheaded Microsoft’s first internal malicious testing of Windows 2000. Complementing his business roles, Jeff is the founder and elected Director of the InfraGard National Members Alliance, the private sector component of the FBI’s InfraGard Program. Jeff helped the FBI create the InfraGard Program in 1998 and has received commendations from the Attorney General, the Director of the FBI, and the National Infrastructure Protection Center. Jeff’s publication activity includes The Microsoft Windows 2000 Security Handbook, published by Que in four languages, and contribution to Using Windows NT 4.0, Teach Yourself Linux in 10 Minutes, and the Cyber Security Policy Guidebook. He received a BS CIS from The Ohio State University and an MBA Magna Cum Laude from the Fisher College of Business at The Ohio State University. Jeff is an adjunct professor of Systems Security Engineering at the Stevens Institute of Technology and a Zurich Cyber Risk Fellow, Cyber Statecraft Initiative, at The Atlantic Council.
Michael’s career features key initiative leadership in multiple industries and roles including marketing, business development, new product introductions and business starts. His career began with Wendy’s where he served for ten years in numerous capacities throughout the domestic marketing department and the international division - the last of which was Vice President of New Products and Marketing Analysis. In 1988, Michael joined electronic payment pioneer, CheckFree Corporation (now owned by Fiserv). As CheckFree’s first Vice President of Marketing, he was largely responsible for the business development and national introduction of the CheckFree Electronic Payment Service. This business scaled successfully and led to an IPO. Since leaving CheckFree in 2003, Michael’s focus has been in helping early stage companies scale and larger enterprises upgrade branding and technology solutions. Most recently these include WorthPoint (online resource for collectors), Assurex Global (world’s largest group of independent commercial insurance brokers) and DataPulse. Michael is a graduate of Northwestern University and its Kellogg School of Management. He is also a member of Ohio Tech Angels (Central Ohio angel investment fund), The School Choice Ohio Board (immediate past chair); and The Northwestern University Alumni Admissions Council.
Robert Daniel is the Chief Sales Officer at DataCamp, the leading online learning platform in the data science and analytics field. DataCamp’s learn-by-doing approach has helped over 4 million learners around the world gain the skills they need to advance their careers. Robert works across industries to help companies of all sizes up-skill their employees in data science and analytics. Prior to DataCamp, Robert spent over a decade leading high growth sales teams for up-and-coming companies.
PETER MARBER PH.D
has professionally invested billions of dollars for many of the world's largest corporations and financial groups since 1987. Dr. Marber is a founding member and portfolio manager at Aperture Investors, and has headed emerging market investments for Loomis, Sayles & Company, HSBC Global Asset Management, and he was a partner and president of the emerging market subsidiaries at Wasserstein, Perella & Co. Dr. Marber has taught at Columbia, Johns Hopkins, Harvard and NYU. He has lectured at dozens of international conferences, and has been a market commentator for CNN, the Financial Times, CNBC, Barron’s, Reuters, Bloomberg, and the Wall Street Journal. He serves and/or has served on various boards for New America, St. John’s College, World Policy Institute, Columbia University, the Emerging Markets Traders Association, and is a Fellow of the RSA in London. Dr. Marber has authored more than 100 articles and columns on international finance and globalization and has published six books. He earned his bachelor’s degree from John Hopkins, his master’s from Columbia, and his PhD. from Cambridge.
COWEN AND COMPANY
is Head of Research at Cowen and Company. He also heads Kyber Data Science, LLC, a wholly-owned subsidiary of Cowen Inc. Kyber is focused on developing and selling unique and proprietary datasets across a variety of sectors to institutional investors and corporations. Robert joined Cowen from Jefferies, where he was Co-Head of US Equity Research and the global coordinator of Technology, Media and Telecom (TMT) Research. Prior to joining Jefferies, Robert was the president of Darga Consulting, which provides strategic consulting services to high- profile private companies, including business planning, capital introduction, M&A analysis, and board constitution, and served on a variety of private company boards, such as Brightwire. Before founding Darga, Robert was a managing director in Bank of America’s equity research department for five years, where he had senior managerial responsibilities including management of the firm’s TMT, financials, and energy research practices. He also established Bank of America’s Taiwan-based TMT equity research effort. Prior to coming to Bank of America, Robert was a senior equity research analyst at Bear Stearns, where he was responsible for stock coverage of the Internet Infrastructure Services sector (1999 –2002) and U.S. telecommunications sector (2002 –2004). He was recognized as a member of Institutional Investor’s All-America Research Team for coverage of both sectors and was named by Forbes/Starmine as one of the top 5 earnings estimators in the US across all industries. Robert’s equity research experience also includes three years as an analyst at Oppenheimer, where he covered software stocks. Before his Wall Street career, Robert was a research analyst at IDC, the world’s leading technology market research firm, and before that worked in the National market analysis group of Coopers & Lybrand (now PricewaterhouseCoopers), where he was responsible for analyses of high- technology clients and potential clients, and supported consulting engagements and due diligence for several large M&A transactions in technology sector. At Coopers he also served as a member of the firm’s 8-person national technology planning team.
is the Founder & CEO of Global Tone Communication Technology Co., Ltd. (GTCOM). GTCOM is a world-leading big data and artificial intelligence company. With advanced NLP and sematic computing technologies, it collects, mines and analyzes massive global data, builds industrial knowledge graphs, algorithm models and visualization platforms for finance, technology, industry, smart city, national security, consulting and multiple other sectors, and provides global corporate users with comprehensive cutting-edge scenario-based solutions powered by big data and AI.
Evan A. Schnidman, Ph.D.
is the Founder of Prattle Analytics, LLC and serves as its Chief Executive Officer. Dr. Schnidman's financial research has been featured in Bloomberg News and Seeking Alpha while his academic research has been published in journals and edited volumes. He has vetted the political, economic and financial risks of major infrastructure investments for large corporations. He has also vetted finances, management structures and community engagement of small and midsize financial institutions to maximize relationships, tax status and grant opportunities from the government. From 2010 to 2014, he taught courses in economics, public policy and political science at Harvard University and Brown University. Notably, his first article in Bloomberg, “Strong Dollar Advocates Make a Weak Case” (Jan. 25, 2012), showcased a mathematical model he designed to successfully predict every intermediate S&P 500 market bottom and top since 2008. Dr. Schnidman holds a Ph.D. from Harvard University as well as Bachelors and Masters Degrees from Washington University in St. Louis.
is a Senior Editor at Forbes Media, helping lead Forbes’ Wall Street and investment channels. He is responsible for Forbes’ coverage of hedge funds, private equity and other big investors, and writes regularly for Forbes Magazine. Nathan helps edit the Forbes 400 list of richest Americans and Forbes’ list of billionaires. He also manages projects like the Forbes 30 Under 30 Finance list. An 18-year veteran of Forbes, Nathan has written profiles of big investing personalities like Andy Beal, Robert Smith, David Rubenstein, Carl Icahn, John Grayken, and Harold Hamm, and conducted investigative work on topics like Valeant Pharmaceuticals, the 2008 cash crunch at Harvard’s endowment, Bernard Madoff, Yasser Arafat’s money, Iraq and Afghanistan reconstruction, terrorism funding, failed fintech unicorn Mozido, and Intellectual Venture’s patent investing model.
is a Senior Expert in the Pharmaceutical and Medical Products group at McKinsey & Company. Additionally, he serves as Teaching Associate in the Department of Health Care Policy at Harvard Medical School and Lecturer in the Department of Policy Analysis and Management at Cornell University.
At McKinsey, he advises pharmaceutical and biotech companies on a range of topics, including digital transformation, utilizing novel data and analytics for product positioning and preparing for launch. He also works with leading technology companies who are entering the healthcare sector on a range of go-to-market issues. Prior to McKinsey, he served as Director of Business Development and Strategic Partnerships at Merck where he led ventures and partnerships with academic medical centers, payers and technology companies to power R&D and commercial activities.Previously, he served in the Obama Administration as an advisor to former Chief Technology Officers Todd Park and Bryan Sivak at the U.S. Department of Health and Human Services (HHS). At HHS, he co-led efforts for the Health Data Initiative, designed the www.healthdata.gov platform, and launched the Innovation Fellows Program. At HHS, he also worked in the Secretary's Office as a lead policy analyst on healthcare fraud and abuse policy initiatives around the Affordable Care Act. Prior to government service, he spent a number of years as a strategy consultant at Deloitte Consulting, supporting pharmaceutical companies on M&A strategy. He holds graduate degrees in health administration (MHA) and public administration (MPA) from Cornell University and received his undergraduate degree from the University of Michigan.
Jeffry Nimeroff Ph.D
joined Zeta Global as its Chief Information Officer in 2014. Prior to joining Zeta Global, Dr. Nimeroff held executive technology positions as 1) the Head of Technology Solutions for eBay Enterprise (formerly GSI Commerce) where his focus was to ensure that the architecture of the hardware and software solutions, the construction of the implementation teams, the enforcement of technical processes, the demonstration of prototypes, and the project management for the builds was successful, 2) the Chief Information Officer of Pet360, Inc. where he oversaw all technical aspects of the company including the web properties Pet360.com, PetFoodDirect.com, NationalPetPharmacy.com, and the Pet360 Media Network (Pet360Media.com, PetMD.com, ThePetCenter.com, DoggySpace.com, PetStyle.com, Blogpaws.com, and others), 3) the Chief Technical Architect at BeMusic, the music arm of Bertelsmann’s Direct Group where oversaw technical decisions related to CDNOW, BMG Direct, MyPlay, and Napster, 4) the Chief Technology Officer at HotSocket, Inc., a Red Herring and FastCompany top 100 online marketing and analytics company, where he oversaw all aspects of HotSocket’s patented experimental testing technology, 5) the Chief Technology Officer at fashion500.com, an online B2B2C luxury-market service provider, where he oversaw all aspects of the fashion500.com’s end-to-end commerce offering, and 6) the Head of Technology Integration at CDNOW, Inc., a leading music e-commerce company where he led their research and development efforts concentrating on the architecture and design of their new secure digital music distribution infrastructure.
Dr. Nimeroff began his career in academia, teaching at the University of Pennsylvania in the Department of Architecture. His research concentrated on the areas of Artificial Intelligence, Computer Graphics and the Internet. He was the co-designer of the graduate and undergraduate degree programs in Digital Media Design and has authored and published numerous works in computer graphics and multimedia. Dr. Nimeroff earned his Ph.D. in Computer and Information Science from the University of Pennsylvania in 1997, concentrating on the design of large multimedia systems. He earned an M.S.E. from the university in 1993 as well. Dr. Nimeroff has also earned B.A. and M.A. degrees in Computer Science from Boston University.