PAULSON & CO.
John Paulson is the President and Portfolio Manager of Paulson & Co. Inc. (“Paulson”). Paulson is an SEC- registered investment management company specializing in global merger, event arbitrage and credit strategies with approximately $6 billion of assets under management. The firm was founded in 1994 and is headquartered in New York with offices in London and Dublin. Paulson & Co. has received numerous awards and accolades over its 20 year history including the Absolute Return’s 2013 awards for Management Firm of the Year, Best Arbitrage Fund, and Best Event Driven Fund. Combined with the eight other Absolute Return awards Paulson has won previously, this cements the firm’s position at the top of the awards leaderboard.
Mr. Paulson received his Masters of Business Administration from Harvard Business School in 1980. He graduated from New York University in 1978. Prior to forming Paulson in 1994, John was a general partner of Gruss Partners and a managing director in mergers and acquisitions at Bear Stearns. Through the Paulson Family Foundation John is involved in many philanthropic activities and serves on the Boards of the Central Park Conservancy; the Council on Foreign Relations; the Economic Club of New York; the Metropolitan Museum of Art; New York University; the Partnership for New York City and the Deans Advisory Board of the Harvard Business School.
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.
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 PENSION FUND
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.
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).
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.
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.
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.
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.
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.
Mengyu Wang is a news anchor and producer for China Business Network and China National Radio. She reports daily financial news in both English and Chinese from New York Stock Exchange and NASDAQ. Mengyu produces and serves as a news anchor of “Mengyu with You,” where she interviews Wall Street executives, politicians and celebrities. She also hosts the investors show “Dialogue with CEO,” and her guests include CEOs of listed companies, stock market commentators and block chain experts. Prior to her NYSE and Nasdaq reporting, she worked at Fox News and at China Construction Bank Corporation, China's largest bank. She holds dual Masters degrees from University of Chicago and New York University, and a bachelor degree from Tsinghua University in China.
Gian C. Piovanetti, CPA
is Managing Director of Popular Securities’ Investment Banking division and Co-Manager of the Popular Mezzanine Fund, a bank-sponsored debt fund focused on providing asymmetric debt investments, across a wide spectrum including leverage buyouts, asset backed debt, royalty financing, and direct purchase offers. Since joining the firm in 2008, Mr. Piovanetti has been involved in structuring and executing over $5 billion senior and co-senior managed financings by Puerto Rico municipal and corporate issuers. As head of the department, Mr. Piovanetti transitioned the division from a public finance focus to corporate finance and mergers & acquisitions. He has been involved in a variety of transactions across many industries and is responsible for sourcing, structuring, and closing over $1B in commercial debt financings over the last two years. Prior to joining Popular, he was an analyst at Lehman Brothers’ esoteric securitization division. Mr. Piovanetti graduated summa cum laude with a B.B.A in accounting from the Inter-American University of Puerto Rico and is a Certified Public Accountant. He resides in Old San Juan with his wife and son and is a board member of various non-for-profit organizations focused on entrepreneurial initiatives for Puerto Rico.
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.
david weild iv
is Founder, Chairman and CEO of Weild & Co. David is a former Vice Chairman and executive committee member of The NASDAQ Stock Market and spent years running Wall Street investment banking and equity capital markets businesses. The studies that he co-authored have documented the long-term decline in equity capital formation in the United States and provided the core arguments that gave rise to the JOBS Act and many of the specific provisions contained in the JOBS Act. For these reasons, he has been called “The father of the JOBS Act.” David has also called for a “JOBS Act 2” or “JOBS Act Part 2” - language increasingly heard on Capitol Hill. The work has been cited by a broad range of legislators, regulators, academics, the IPO Task Force and the White House Jobs Council leading up to the JOBS Act. David has testified in Congress (most recently in June 2013) and at the SEC (most recently at the Roundtable on Decimalization) on these and other market issues and attended the signing of the JOBS Act by President Obama in the Rose Garden on April 5, 2012. David was also recently asked to author a study for the Organization of Economic Cooperation and Development (OECD) which was entitled, “Making Stock Markets Work to Support Economic Growth” and presented in April 2013 in draft form to the 35 member nations of the OECD, IOSCO and the European Commission. The U.S. Treasury and SEC were in attendance. He later presented the final version at a meeting in June that included the CEO of the World Federation of Exchanges where it was generally agreed, as Weild and Kim have maintained, that structural changes to stock markets have caused the global decline in capital formation for small companies. David holds an MBA from the Stern School of Business and a BA from Wesleyan University. He studied on exchange at The Sorbonne, Ecole des Haute Etudes Commerciales and The Stockholm School of Economics. He is also Chairman of the Board of Tuesday’s Children, the 9/11 charity.
is the CEO of Crux. Philip has nearly 30 years experience as a technology and business leader, primarily in FinTech. In addition to founding three start-ups, he has held significant roles at Bloomberg, where he was head of foreign exchange trading, Google, where he headed up Google Finance, and Thomson Reuters, where he was CTO and Global Head of Platform of the Financial and Risk Division, and successfully turned around their flagship financial desktop, Eikon. Philip currently manages Crazy Peak LLC, a technology business investment and advisory firm, and holds a degree in Computer Science from Harvard University.
Tharsis Souza is Vice President of Product Development at Yewno Finance, which leverages Yewno’s proprietary Knowledge Graph to offer a variety of AI-augmented products and solutions including index strategies, alternative data feeds and an AI platform for financial services professionals. Before joining Yewno, Tharsis earned his Doctor of Philosophy (Ph.D.) in Financial Computing and Analytics from the University of London. Tharsis is a product leader with 10 years of experience in technology, quantitative finance, and data science. Tharsis built teams and delivered new products across companies in Latin America, Europe, and the US. Prior to Yewno, Tharsis worked with Product Development and Quantitative Finance in the banking and stock exchange industries, consulted for Hedge Funds and developed research at the financial computing research group at the University College London in the UK. Tharsis is an author of scientific publications in financial computing and analytics and is an adhoc reviewer of scientific journals such as Science Advances (AAAS) and The Journal of Network Theory in Finance. Tharsis also speaks in various academic and industry conferences on computer science, fintech, artificial intelligence, and data science.
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.
DAVID WOLF PH.D
is President / Chief Medical Officer at Spektron Systems, LLC. Directs and manages a Machine Learning/AI directed drug design company intending to be an integral part of the disruptive change in the global drug pipeline. Dr. Wolf served a chief of the Astronaut Office Extravehicular Activity (EVA “Spacewalk”) Branch for much of the International Space Station (ISS) construction, completing six spacewalks personally (on ISS) - all with rookie Astronauts, serving as a mentor/instructor. He led the Astronaut team responsible for development, test, and execution of spacewalks during the “Wall of EVA” necessary to complete the ISS. Dr. Wolf has logged 168 days, 12 hours, 56 minutes and 0.4 seconds in Space over four separate missions, including a long-duration 128 day mission as flight engineer of the Russian MIR space station which has trained and conducted completely in Russian language. He has conducted a total of seven spacewalks, using both the Russian and American spacesuits, and has logged 47 hours and 05 minutes of extravehicular activity. He is an active speaker and advocate for spaceflight. Dr. Wolf is called upon to represent NASA in a wide variety of venues including Commercial and scientific. Dr. Wolf is a private consultant, professional speaker, and professor at Purdue University. He has never lost his passion for “Space.”
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.
is the CEO and Founder of AlphaSense, an AI-powered business insights platform. AlphaSense’s mission is to organize the world’s business information and leverage AI to allow knowledge professionals to make smarter, faster, and more confident decisions. As a former financial analyst, Jack experienced the problem of information overload and fragmentation first-hand, and understood that the combination of AI-powered search and broad content aggregation would be unrivaled. He built AlphaSense into a unique platform used across Wall Street and at the largest corporations globally. Before AlphaSense, Jack was a co-founder and CEO/Chairman of two successful venture-backed technology companies. Previously, Jack was a senior analyst in Morgan Stanley’s technology team in Menlo Park, California, and telecom team in London, UK.
Jack holds an MBA with a major in finance from the Wharton School at the University of Pennsylvania. He also holds a master’s degree in engineering from the University of Oulu, Finland, and a bachelor’s degree in finance from the Helsinki School of Economics.
serves as Founder & CEO of Ursa Space Systems Inc. (Ursa). He founded Ursa in 2014 to develop his driving vision of connecting people to information rich data derived from synthetic aperture radar, seeing an obvious frustration and disconnect between the technology and those who could take full advantage of the capabilities.
Adam has 10 years of experience in the satellite industry. Prior to founding Ursa, he worked at Space Systems Loral, where he was lead systems engineer for multiple satellite proposals and builds.
Adam holds a Bachelor of Mechanical Engineering and Master of Engineering, Mechanical Engineering, from Cornell University. At Ursa Space Systems Inc., he uses his knowledge of the satellite industry to fuel his vision of a living world map, where the connection between satellites and users is no longer complicated or difficult, and users are empowered to make better decisions with better data.
is Vice President, Finance Sales at Dataminr. Edward has over nineteen years of experience in Financial Services and Fintech. At Dataminr he has been responsible for content analysis for the finance vertical and currently helps lead the finance vertical sales team. Prior to his role at Dataminr, he was a trader in the equities division at Citigroup where he traded NYSE and NASDAQ companies across a variety of sectors. Edward holds a Bachelor of Arts from Morehouse College and an MBA from the Fuqua School of Business at Duke University.
Alejandra M. J. Litterio
is a Co-founder and Chief Research Officer at Eye Capital, a Fintech which develops algorithms based on Artificial Intelligence, Deep Learning and Natural Language Processing with strong cryptographic properties. As Director of R&D department, her work lies in the creation of a tailored-made financial lexicon. She is currently working on the design of market driver lexicons in Spanish and English for the global financial markets. As part of the project, Alejandra is also outlining strategies to design algorithms able to detect deceptive language and fraudulent behavior veiled in unstructured as well as alternative data. Being a Linguist, her passion for studying the complexities and subtleties of the natural language and the ways to translate it into computational language became Alejandra’s driving force to explore new scientific approaches and paradigms. Alejandra is an expert in Artificial Intelligence and Natural Language Processing within the field of Systemic Functional Linguistics (Appraisal Theory) and Forensic Linguistics, leading innovative projects and working in tandem with a multidisciplinary team of mathematicians, physics, anthropologists, cognitive scientists and developers to design algorithms with the ability to interpret financial news in real time.
Ms. Litterio has been speaker and panelist in conferences internationally. She is the president of the Organizing and Academic Committee in the “First Symposium of Artificial Intelligence and Natural Language Processing” in Buenos Aires. Last but not least, Alejandra is a columnist in a prestigious newspaper and a frequent guest in “Reporte Economía”, a well-known radio program, where she analyses topics related to global economic and financial events, the application of algorithmic techniques and the impact of Artificial Intelligence in the financial arena. Alejandra is pursuing her Master’s Degree in Discourse Analysis at Universidad de Buenos Aires. She is a PhD candidate in Linguistics at UBA andalso works as a researcher at the Center of High Studies in Information Technology (CAETI) and teaches the “Computational Linguistics” seminar at Universidad Abierta Interamericana.
Andrew Lazarus, Managing Director, heads The Beryl Consulting Group’s Real Estate practice. As part of the New York real estate community, he brings a proven track record of over 25 years in commercial real estate.
Mr. Lazarus was an owner’s representative for VMS Realty Partners, responsible for the leasing and asset management of over 2.5 million square feet of property in New York. Prior to Beryl, he was a Managing Director at Grubb & Ellis. Since 2013, as a partner of Almatt llc he has been involved in development, financing, and the acquisition of both commercial properties and over 500 multi-family apartment units. On a combined basis, Mr. Lazarus has leased, acquired, and asset managed real estate properties, in excess of five million square feet.
The mission of Beryl’s Real Estate practice is to maximize long term capital appreciation through the acquisition and development of real estate assets, both in the United States and abroad. Beryl’s approach monetizes asset values for privately-owned entities and family offices with projects ranging from $20M - $500M.
JAIME MORGAN STUBBE
has over 32 years in top executive positions in high level positions in the private sector and in the executive branch of government. Mr. Stubbe has dedicated most of his career to the resort real estate development sector. He is currently Managing Director of Real Estate at DBR Development, the development company of Puerto Rico’s ultra lux residential resort Dorado Beach and Ritz-Carlton Reserve Hotel. Prior to joining the Dorado Beach Resort Development Team, he oversaw the development and sale of land and resort residences for 15 years during his tenure at one of Puerto Rico’s largest resort developments -Palmas del Mar- with sales averaging $131.0 million a year; closing over 1000 units from 2000-2009. He has participated in complex transactions such as $150 million bond issue; $230 million construction loan negotiation; oversaw and coordinated multi-discipline team in obtaining permits to build a 650,000 square feet regional retail center; was responsible for overseeing $100 million of capital expenses and real estate improvements from 2001-2008. Mr. Stubbe has also been a member of the board of the PR Home Builders Association and was selected as one of Puerto Rico’s Top Ten Businessmen of 2006 by the prestigious Caribbean Business.
Prior to being involved in real estate development, Mr. Stubbe practiced law in the areas of real estate, commercial and business law, and held Governor’s Cabinet level positions in the Puerto Rico Government. He was the Director of the PR Economic Development Administration and President of the Puerto Rico Industrial Development Company (now Department of Economic Development & Commerce). In this role, besides developing and executing economic development policies, he was responsible for marketing PR as a destination for investment and promoting and managing multiple tax incentives, including Act 20 . He has served in multiple boards of directors including that of a publicly (NYSE) traded company. He has also served in Boards of financial institutions such as the Government Development Bank and the Economic Development Bank.
MARÍA DE LOS ANGELES RIVERA, CPA
is a Tax Partner in charge and International Business Director of Kevane Grant Thornton in Puerto Rico and has over thirty-two years of experience in public accounting. In her role as tax partner, she serves clients in various industries, with a focus on those in hospitality, construction and manufacturing. Mrs. Rivera assists clients with decisions related to tax applications and audits and helps business clients and their owners to lessen corporate, individual, estate and gift taxes. She is responsible for the administrative aspects of the Tax Department and coordinates the technical tax training of the tax department professionals. In addition, she is a member of the firm's Executive and Marketing Committee as well as an active member of the Tax Committees of the Puerto Rico Chamber of Commerce and Puerto Rico State Society of CPAs. She has written numerous tax related articles for prominent local media outlets. Mrs. Rivera is a summa cum laude graduate and holds a Bachelor’s Degree in Business Administration from Catholic University of Puerto Rico, and holds a Master’s Degree in Public Accountancy from the University of Texas in Austin.
Francisco Luis, CPA
is a Tax Partner at Kevane Grant Thornton in Puerto Rico and has over twenty-five years of experience in public accounting, including the “Big Four” and in private consulting practice. Mr. Luis engages in the design and development of tax planning and consulting strategies. This includes tax services in the area of mergers and acquisitions, business reorganizations, partnership transactions, tax incentives and exemptions, individual and corporate tax issues, personal financial matters, and others. Mr. Luis has experience in assisting clients before state and federal agencies and various municipalities. He also possesses extensive tax compliance experience. He is a Member of Puerto Rico State Society of Certified Public Accountants and American Institute of Certified Public Accountants. Mr. Luis holds a Bachelor's Degree in Business Administration in Accounting from University of Puerto Rico-Mayaguez and an Juris Doctor Degree from University of Puerto Rico School of Law.
is Director of Business Development at Quantstellation, a proprietary quantitative investment group that combines scientific methods and financial expertise to exploit market inefficiencies across asset classes in global markets. In her role Olga oversees data origination strategy. That includes proactive sourcing of traditional and alternative data sets, building strategic data partnerships and managing full cycle of data acquisition.
Olga joined Quantstellation in 2015 from ITI Group where she was head of a multi-manager hedge fund platform focusing on quantitative investment strategies. Before that she held a variety of senior roles in the alternative investments industry including Head of Operations and Investor Relations at Da Vinci Capital. She started her career as a client relations manager at Renaissance Capital. Olga holds master’s degree in finance from International University of Business and New Technology and MBA degree from Baruch College Zicklin School of Business. She is also a Chartered Alternative Investment Analyst (CAIA).
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.