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second annual beryl elites alternative investments conference

NOVEMBER 5-6, 2018

The Cutting Room (map) , NEW YORK CITY 

 

 

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The Beryl Consulting Group is organizing its 2nd ANNUAL ALTERNATIVE BERYL ELITES INVESTMENTS CONFERENCE to be held in New York City on Monday and Tuesday, November 5th and 6th. The overall focus of the conference is to educate and inform the investment community regarding new trends. The conference will be featuring Emerging Technologies and Alternative Data among many other prevalent topics in the alternative investments arena as well as the most innovative business jurisdictions like Puerto Rico. The conference brings together the world of investment management with emerging technology, all in the spirit of innovation. Emerging technology is a critical competitive edge for both managers and investors and the conference will help all the participants to form valuable business relationships and to create a winning strategy.

Over 100 qualified institutional investors, family investment offices, private equity, real estate, venture capital and hedge fund investors participated in last year’s event with over $750 billion in investable assets. Over 250 participants in total will be adding value to these discussions. We anticipate a larger turn out this year.

PRELIMINARY AGENDA

Prepare for Innovation 2018 will be an overriding theme. We are planning a total of 25 dynamic panels over the course of two days.

DAY ONE

  • Artificial Intelligence and Alternative Data: their deployment to improve portfolio allocation, optimization, and risk management

  • Identifying Innovative Niche Strategies: emerging hedge fund managers describing risks/rewards in the current market environment

  • Artificial Intelligence and Alternative Data: the latest trends in private equity, venture capital, hedge funds

  • Uber Yourself Before You Get Kodaked: the conversation with AI Leading Innovators and Thought Leaders

  • Changing Investors Demands: allocators discuss how to implement asset classes including hedge funds in a current investment environment

  • The Disruptors in Investment Management: technology solution providers and emerging AI/Alt Data centric hedge funds dicuss current trends

  • Bitcoin, Cryptocurrencies and Blockchain: A New Alternative Investment Frontier or Just Over-Hyped

  • Puerto Rico, the Most Innovative Jurisdiction: proven legal and acc[ounting structures to qualified participants

  • Hedge Fund Strategies: Allocators perspectives on Alpha Opportunities in 2019

  • An introduction to Finding Alpha in Alternative Data: how these data set help managers differentiate themselves

  • Unique Data Sets and their Interpretation: geospatial data, credit card sales, sentiment analysis, social media feeds

  • Leveraging the Best Data Sources to Generate Ideas across Industries: finance, transport, healthcare, retail, media, oil & gas, real estate

  • Capturing and Retaining Value to Justify an Investment in Data: how are alternative data being used in investing

  • Digital Content Revolution: how can conversational text and voice driven CUIs assist in new clients acquisitions

DAY TWO

  • Manager Search and Due Diligence: how to identify managers who are qualified and capable of making sophisticated and successful investments

  • Challenges in Machine Learning and AI: the markets playground is always shifting, influenced by a myriad of interconnected factors

  • The New Frontier on Wall Street: converting unstructured data into structured signals

  • Is the Bull Market Finally Coming to an End?: fundamental shifts in economic growth, inflation, rates, international trade, and geopolitics

  • Puerto Rico's Innovative Path Forward: real estate opportunities and lifestyle in Puerto Rico

  • Data, Model, Talent, Regulatory/Compliance: four risks related to incorporating alternative data in investment selection process

  • Better Data Engineering: how to assess data procurement processes, how to reach the best insights the fastest

  • Alternative Data and Challenges to Managers: selecting the data from vendors, cleaning, incorporating data into processes

  • Uncovering Profitable Investment Opportunities: Natural Language Processing, Image and Speech Recognition

  • Emotional Artificial Intelligence: understanding consumer emotional engagement

  • Blockchain and Alternative Data: finding investment opportunities in blockchain by analyzing alternative data

  • Blockchain and Alternative Data: could blockchain help create better AI; could AI help create better blockchain

 

Why Emerging Technologies & Alternative Data

Disruption is here, and the world of finance is at its epicenter. Investment professionals need to upgrade their skill set to ensure their relevance in this new investment paradigm. Many businesses that are being disrupted by emerging technologies (i.e. artificial intelligence, alternative data, blockchain, digital media) will be addressed. The panelists for this conference will discuss the most thought-provoking themes, salient trends, and biggest investment opportunities that are revolutionizing various businesses and the way we perceive them. Our machine intelligence discussion includes artificial intelligence, deep learning, machine learning and their applications. Among other topics, we will also be addressing a rapidly expanding world of alternative data with the goal to better comprehend the value of companies and beyond.

These emerging technologies and alternative data are becoming more critical in all sectors of our economy. Innovative investment managers increasingly seek unstructured alternative data sources to help them outperform their peers by reaching the best insights the fastest.  Alternative data includes such actionable sources as satellite images, social media feeds, logistics, credit card sales, mobile geolocation data, and sentiment data which are utilized by artificial intelligence techniques such as deep learning and reinforcement learning. These will become increasingly essential tools for those seeking new alpha or enhancing existing alpha in investment management as well as to those eager to augment and speed up their operational processes. 

The conference can assist you to create a road-map for your next venture with lessons learnt from those who have it done before, and give you a chance to ask questions and learn from experts.  Having a blueprint to implementation, a plan to scale-up and the right talent in place is critical to ensure your project results in the anticipated ROI. Managers and companies which devote resources in these areas will benefit from an "informational" edge. 

 

BERYL ELITES CONFERENCES

Beryl Elites Conferences are highly curated Alternative Investments Conferences focusing on inspiring innovations.  Beryl Elites began as an extension of The Beryl Consulting Group, with the specific purpose of bringing qualified institutional investors and family offices together with a diverse group of industry experts, willing to share ideas, develop strategies, and create synergies. Our conference partners include institutional investors, major corporations, hedge funds, private equity and venture capital firms, family offices, fintech, entrepreneurs, visionaries, and artists.

Beryl Elites Conferences enable the participants to gain new insights and vision, showcase products, explore opportunities, and establish business relationships. Expert panelists discuss thought-provoking themes, trends, and actionable investment opportunities. We typically host over 250 senior executives and decision makers. For past Beryl Elites Conference (Speakers, Program) click HERE  

The Emerging Technology part of our upcoming Conference is Chaired by David Teten (Managing Partner, HOF Capital, a venture capital firm) and Vidak Radonjic (Managing Partner, The Beryl Consulting Group).

WINDOWS TO INNOVATION 2018 

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VENUE - The Cutting Room

44 East 32nd Street, New York City (map)

A unique expansion from our core topic - fantastic forays into live entertainment after the panel discussions on Monday evening November 5th will not only augment the learning exchange but help provide an experience for all attendees far beyond traditional networking. Similar to City Winery, our last year’s conference venue, The Cutting Room is not a hotel. The typical conference distractions (concierge, bell hops, that always-present plethora of tourists) will not interfere with the focus, or the fun. The acoustics are superb, with no second guessing as to what was just said from either panel members or those with comments and questions.  

 
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LIVE ENTERTAINMENT

Our conferences include evening live entertainment. Upon completion of panel discussions on Monday November 5th, we will provide exquisite entertainment for attendees to enjoy a variety of shows. We strongly believe that an inspirational and stimulating environment enhances the networking experience among conference participants.

 
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Our SPEAKERS

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dAVID tETEN

(teten.com) is a Managing Partner with HOF Capital, an international venture capital fund based in New York and backed by conglomerates and large family offices from over fifteen countries on five continents.  He has particular interest in fintech, technology-enabled services, analytics, artificial intelligence, sales/recruiting technology, SaaS, and international startups.  He was previously a Partner for six years with ff Venture Capital, one of the best-performing seed and early-stage venture capital firms in the U.S.  Mr. Teten has advised clients such as Goldman Sachs Special Situations Group, Icahn Enterprises, LLR Partners, Birch Hill Equity Partners, and other institutional investors.

He is also Founder and Chairman Emeritus of Harvard Business School Alumni Angels of Greater New York, the largest angel network on the East Coast. Mr. Teten was formerly Founder of Navon Partners, a software startup which identified private companies for investment by collecting non-standard data sources.  He was previously a Managing Director with Evalueserve, a 2,500-person global research and analytics company; Founder and CEO of Circle of Experts, an investment research firm acquired by Evalueserve; and ran an IT consulting practice. Mr. Teten has led or co-led studies on innovation in the investing industry; private equity and venture capital deal origination; and how VCs create portfolio company value.  He holds a Harvard MBA (Second Year Honors) and a Yale BA (Distinction in the major).

 
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VIDAK RADONJIC

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.

 
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Neil Sahota (萨冠军)

is an IBM Master Inventor and World Wide Business Development Leader in the IBM Watson Group. With over 15+ years of experience in business, he works with Global Fortune 500 clients, government organizations, and high growth business partners to ideate next generation products/solutions powered by Watson. Parts of Neil’s responsibilities include identifying target markets, developing business cases, and creating the market launch strategy. Prior to this role, he was a Thought Leader Consultant and Practice Leader in IBM Global Business Services where he was responsible for the sales and delivery of complex consulting engagements spanning business strategy, new product development, revenue optimization, process improvement, and business and system integration. Moreover, Neil is one of the few IBMers selected for IBM's Corporate Service Corps leadership program that pairs leaders with NGOs to perform community driven economic development projects. For his assignment, Neil lived and worked in Ningbo, China where he partnered with Chinese corporate CEOs to create a leadership development program.

In addition to his professional work, Neil actively volunteers his time to help nonprofits and foundations with event management, fund raising, grant reviews, and site visits. Neil is also a dedicated member of the University of California, Irvine (UCI) Alumni Association and a former member on the UCI Alumni Board of Directors and Executive Committee.

 
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Mustafa Kabul Ph.D.

is a data scientist in the Artificial Intelligence and Machine Learning R&D at SAS, where he leads innovative projects for SAS’s next-generation AI-enabled analytics products, including applications of deep learning. His current focus is on applying deep reinforcement learning to operational problems in the CRM and IoT spaces. An operations research expert working at the interface of machine learning and optimization, previously, he developed distributed, large-scale integer optimization algorithms for marketing optimization problems.

Ever the optimization enthusiast, Mustafa always looks into ways to improve the algorithms. Nowadays his favorites are the distributed stochastic gradient and online learning methods. Mustafa holds a PhD from the University of North Carolina at Chapel Hill, where his research focused on game theory models of supply chains selling to strategic customers.

 
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Mike McGlone

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.

 
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NORMAN NIEMER

is the Team Lead for an innovative data science project at UBS O'Connor, the hedge fund unit of UBS. He has worked in investment research on the buy-side for 7 years including the macro hedge fund Caxton Associates and a start-up hedge fund. Prior, Mr. Niemer worked on the sell-side at Morgan Stanley and Merrill Lynch – he even founded a tech company in high school!

He lead teams that won several high profile coding competitions including Techcrunch NY, Fintech NY and Mastercard Masters of Code NY. He holds a MS Financial Engineering from Columbia University and a BS in Banking and Finance from Cass Business School (London).

 
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John D’Agostino

is one of the firm’s Fund Governance practice leaders and is based in the New York office. He provides guidance and independent oversight to boards to ensure adherence to governance, regulatory and compliance requirements. His expertise is sophisticated private investment vehicles characterized by complex strategies and asset classes, notably derivatives, structured credit, direct lending, high frequency/quant and similar strategies. John also manages the firm’s institutional LP and regulatory relationships and works with large global pension funds and global regulators to share information and determine industry best practices.

Prior to joining DMS, John was a Managing Director of Alkeon Capital, a large New York based investment advisor. His responsibilities included fundamental investment research across industry sectors; global compliance and regulatory management; operations; risk management and marketing .John also led the build out and hiring of a quant/HFT desk.

John previously worked with KPMG Consulting, where he was part of the firm’s global leadership for the Finance and Hedge Fund consulting groups. While at KPMG, he provided operational and strategic advisory services across a variety of industries, including: financial services, capital markets, derivatives risk and pricing, commodities (physical and derivatives, technology, ecommerce and retailers. John began his career as Vice President and Head of Strategy with the New York Mercantile Exchange, where he helped transition the floor to electronic trading and was part of the leadership team building out the core systems to accommodate co-location, quant and HFT volumes. He also led the effort to develop the first Middle East energy derivatives exchange in partnership with the Dubai Government.

A cum laude graduate of Williams College, John received a Master’s degree in Business Administration from Harvard Business School, he also studied Politics, Philosophy and Economics at Oxford University. He has lectured at INSEAD University, guests lectures at MIT Sloan Business School and develops research notes with the MIT Media Lab around next generation, technology enabled trading strategies. John has been featured in two New York Times bestselling business titles, multiple periodicals and participated in numerous industry speaking engagements. John leads an asset management working group on Brexit at request of the UK Consul General in NY.

 
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Kaizhi tang PH.D.

is the Head of Technology at The Beryl Consulting Group. Dr. Tang works closely with Beryl's hedge fund analysts in creating cutting-edge hedge fund analytics. He directed the software development of Beryl Tools integrating statistical analysis, artificial intelligence, optimization and business intelligence reporting. Between 2013 and 2017, Dr. Tang worked at Alibaba as one of their most senior Data Scientists where he applied machine learning and artificial intelligence methods. He designed and implemented a business intelligence system called CBNData that uses Alibaba’s e-commerce data to generate business reports. This AI tool won a national award in the Chinese media.

He also spent ten years at Intelligent Automation, Inc. (IAI) ) and his research was funded by the most prominent Federal government agencies. Dr. Tang’s expertise include business intelligence, data mining, natural language processing, machine learning, distributed information systems (blockchains), operations research, artificial intelligence, and optimization. He has creatively applied the technologies in these areas to supply chain and logistics, system engineering, biomechanics data modeling and analysis, scientific literature analysis, nanomaterials environmental impact analysis, open source intelligence data analysis, social media data analysis, e-commerce data, and fintech. Dr. Tang holds a Ph.D. in Operations Research from Penn State University, double degrees in B.S. of Engineering from Tsinghua University. He has published more than 20 articles in journals and is fluent in English and Mandarin.

 
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Ron S. Geffner

is a member of Sadis & Goldberg’s Executive Committee and also oversees the Financial Services Group. He regularly structures, organizes and counsels private investment vehicles, investment advisory organizations, broker-dealers, commodity pool operators and other investment fiduciaries. Mr. Geffner also routinely counsels clients in connection with regulatory investigations and actions. His broad background with federal and state securities laws and the rules, regulations and customary practices of the SEC, Financial Industry Regulatory Authority, Commodities Futures Trading Commission and various other regulatory bodies enables him to provide strategic guidance to a diverse clientele. He provides legal services to hundreds of hedge funds, private equity funds and venture capital funds organized in the United States and offshore.

Mr. Geffner began his legal career with the SEC, where he investigated and prosecuted violations of the federal securities laws with an emphasis on enforcement in connection with violations of the Investment Advisers Act of 1940 and the Investment Company Act of 1940. He also assisted federal and state criminal agencies, such as the Federal Bureau of Investigation, U.S. Attorney’s Office and the Attorney General’s Office, in their investigations of possible criminal violations of federal and state securities laws.

Prior to joining Sadis & Goldberg, Mr. Geffner was associated with two other New York City-based law firms, where he represented domestic and offshore private investment vehicles, as well as broker-dealers, registered investment advisers and registered investment companies. He began his corporate legal career as in-house counsel to the Investment Management Industry Services Group of PricewaterhouseCoopers LLP. He provided legal advice regarding investment advisers, registered investment companies and broker-dealers.

Mr. Geffner is often interviewed as a legal expert in the securities industry. He has been interviewed on Fox News, CBS Morning Show, CBS Evening News with Dan Rather, Squawk Box, Power Lunch and Closing Bell on CNBC, British Broadcasting Channel and Bloomberg Radio. He is regularly quoted in The New York Times, The Wall Street Journal, Bloomberg News, Barron’s, Barron’s Online, Reuters, Dow Jones, Financial Times, New York Newsday, London Daily News, TheStreet.com, Private Equity Week and other national and international publications. Mr. Geffner is admitted to practice law in the states of New York and New Jersey. He is a graduate of Rutgers University and holds a J.D. from Benjamin N. Cardozo School of Law.

 
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Greg Skibiski

is a Founder & CEO of Thasos Group. Mr. Skibiski is a thought leader in the field of mobile location and sensor data technologies. He focuses on innovating products and services that utilize big data to better understand human behavior. As a senior executive, he has managed sales, business development, R&D, and implementation projects in 25 countries. Prior to founding Thasos in 2011, he was the Founder, CEO and Chairman of Sense Networks, Inc., a New York based company that uses machine learning technology to create actionable business insights from large quantities of mobile phone location and carrier call pattern data, for customers like Verizon. The company was acquired by YP (Cerberus/AT&T).

Mr. Skibiski was innovator of the company’s patent pending methodologies for analyzing and monetizing big data, including Macrosense and Citysense. His relationship with the New York City Taxi & Limousine Commission led to Sense analyzing millions of GPS trails from NYC taxicabs for the first time in history and creation of the Cabsense consumer application. Sense Networks investors included Intel Capital and Javelin Venture Partners. Under his direction, Sense was recognized by Bloomberg BusinessWeek as “Top 25 Most Intriguing New Businesses in the World”, received the 2009 Frost & Sullivan Technology Innovation Award, the onMedia Top 100 of 2009 Award, the 2009 Gartner Group Cool Vendor Award, NetworkWorld’s 2009 Company to Watch Award, the Emerging Communications Conference 2009 Company to Watch Award, and was named to ReadWriteWeb’s “Top 10 Internet of Things Products of 2009” and Esquire magazine’s “Best and Brightest of 2008”. Sense has been recognized as a leading authority in big data applications by The Economist, The New York Times, The Wall Street Journal, Bloomberg BusinessWeek, Science, The Boston Globe, The Washington Post, MIT Technology Review, CNN, and Wired. The company was named “The Next Google” on the cover of Newsweek.

Prior to founding Sense Networks, Mr. Skibiski served as Principal Architect and member of the Executive Board at BackWeb Technologies, a Silicon Valley mobile infrastructure software company, which he joined shortly after the company was named in 1996. He was responsible for building and managing the company’s relationship with SAP AG, its single largest source of revenue during BackWeb’s IPO on the NASDAQ in 1999. At that time, the company’s market cap exceeded $1.6B. He was named Company MVP in 2000.

A highly respected industry commentator, Mr. Skibiski has been an invited speaker at The Aspen Institute, The Milken Institute Global Conference, Web 2.0 Summit, the Emerging Communications Conference, Where 2.0, SIBOS, Telco 2.0, PICNIC, the Marketing 2.0 and Social Media Conference, Mobile 2.0, and SAP Sapphire. Following a presentation at the 2009 World Economic Forum, Sense Networks was nominated as a WEF Technology Pioneer. He holds an MBA from HEC Paris, a BS in Civil Engineering from Bucknell University, and has studied relationship psychology at the Orv Owens Institute.

 
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RYAN ATKINSON

is Director of Investment Strategy at The Beryl Consulting Group. Mr. Atkinson's Wall Street career spans 20 years and includes experience with all asset classes in a multitude of roles. Prior to joining The Beryl Consulting Group, he acted as a Portfolio Manager at Balestra Capital, a global-macro hedge fund, which at its peak had $2.1 billion in AUM. Having worked as a proprietary trader, risk manager, macro-strategist, and portfolio manager, he acquired expertise in navigating global markets in equities, currencies, commodities, fixed-income, and credit. He deploys both his deep fundamental and technical analysis skills in his decision making.

Mr. Atkinson was Chief Investment Strategist at Balestra before and during the Great Financial Crisis (2008-2009) where he spearheaded research into mortgage markets leading to positioning which culminated in extraordinary outperformance during those tumultuous markets. Before joining Balestra, he was an Equity Options Specialist on the American Stock Exchange, working with Letco Specialist, and T.D. Equity Options (Toronto Dominion Bank), where he acted as lead market maker in various equity options listings extending across all industry sectors.

Mr. Atkinson has appeared on CNBC, Bloomberg T.V. discussing investment strategies and industry sectors, was a frequent commentator on emerging markets for Bloomberg Radio, and has been quoted in various financial publications. He holds both a B.A. and M.A. in Economics from the University of South Carolina, and the Financial Risk Manager (FRM) designation from the Global Association of Risk Professionals.

 
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LUIS VALDICH

joined Citi Ventures in 2015 as a Managing Director responsible for its New York office and investing activities in the US east of the Rockies and Europe/Israel.  Luis embraces Citi Ventures’ “best of both worlds” corporate venturing model of combining value-added strategic investing with venture capital best practices by investing in high potential startups and driving engagement with Citi executives and clients. Luis invests primarily in FinTech broadly defined and his portfolio includes Clarity Money (acquired by Goldman), HighRadius, PPRO (pending regulatory approval), ScaleFactor, Contguard, SmartAsset, and two others not announced yet.

Prior to Citi, Luis founded and ran JPMorgan Chase's Strategic Investments group for nearly 8 years and invested in 30+ companies including 9 exits (5 IPOs: Square, Markit, BATS/DirectEdge, Air Lease Corp, Solid Biosciences; 4 sales: LME, Source ETF, Chi-X Global, clearXchange-now Zelle), and 3 additional unicorns: Tradeweb, Symphony Communications, Avant. Previously Luis was a consultant at McKinsey and venture capital principal at Softbank. Luis received his MBA from Harvard University and BA from Franklin & Marshall College.

 
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FRANCES NEWTON STACY

started her broadcasting career appearing weekly on the Gerry V show on the Rush Radio Network from 2008-2010. There she gained wide appeal and honed her skills for being able to explain a very complex subject matter in simple terms. She then began appearing on the local Fox 5 in Las Vegas. From there in 2010 Frances branched out to appearing regularly on Fox Business News. She has also appeared on CNBC. Frances perfectly predicted on the stock market crash, which began in October 2007 and is amongst the very few who successfully traded the downturn. She got out of stocks a month before the all time high and simultaneously got into the historic gold trade. Frances also called the market bottom on the Gerry V show in March of 2009 when she warned his audience that the market would go up for a while.

Wanting to be able to predict the next credit crisis has become Frances’ passion of study. On this journey she studied the banking and credit systems in depth. Frances discovered what has to be present in order to have a credit crisis. She also enjoyed studying the underlying algorithm of our banking system, which has an undeniable mathematical structure that regardless of the market swings is always present and has predictable implications.

She is a frequent guest on Fox Business News as a commentator on Central Bank Policy and its effects on the economy. Frances has also appeared on CNBC as well as several local and national television and radio programs. She has blogged for the trading community, helping them recognize key cycles and significant support and resistance levels. She has taught a number of classes for trading students, and spoken extensively on the subject. Frances lives in the Bay Area advising clients across the west coast as well as nationally. She incorporates her unique research and experience into portfolio construction and management into her role with Optimal Capital.

 
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MICHAEL W. MAYHEW

is one of the leading experts on the investment research industry. In addition to founding Integrity Research, Mike is on the board of directors of Investorside Research Association, the non-profit trade association for the independent research industry, and a frequent speaker on research industry trends and developments. Mike has over thirty years of research industry experience.

Mike founded the predecessor to Integrity Research, a financial services consulting firm, in 2000 and formed Integrity Research in 2003. Prior to Integrity, Mike was CEO and President of Garban Information Systems, a provider of fixed income, money market and foreign exchange analytics. He was the head of research for Maria Fiorini Ramirez Inc, an economic research firm and head of strategic planning for Standard & Poor’s. Mike started his career with MMS International, a fixed income research provider, where he was a financial market analyst, sales manager, and product manager.

Mike is quoted widely in news sources, including the Wall Street Journal, Bloomberg, the Financial Times, and Reuters. Mike graduated from Stanford University with a BA in Economics.

 
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KEN PERRY

is a Senior Risk leader with over 20 years of experience driving and leading change in the financial industry. He successfully created the Risk Management department at Och-Ziff Capital, a $35 billion in AUM multi-strategy hedge fund, where he led the firm through a five-fold increase in AUM and headcount, the transition from private to public company, and managed major and minor financial/business crises and the introduction of new strategies and products.

Mr. Perry revolutionized Och-Ziff's risk process by transforming rudimentary, labor-intensive tasks to dynamic, cutting-edge sources of insight. He redefined the focus of Risk Manager from defensive measurement and reporting to a partner of decision-makers in formulating strategy and portfolio construction. He built a proprietary analytical infrastructure that scaled up in scope and capacity without increasing headcount, providing key cost and competitive advantages and driving the Firm's risk and portfolio management and communication with investors and regulators.

 
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Adil abdulali

is managing partner at Protégé. Mr. Abdulali has 26 years of experience in the markets. He received an M.A. in pure mathematics from MIT and B.A. in mathematics from University of Pennsylvania. He spent the first half of his career trading fixed income derivatives at JP Morgan, Nikko, Nomura, and Barclays. At Nomura and Barclays, he ran the systems and analytics groups for these products. He subsequently joined Capital Market Risk Advisors as a Senior Advisor specializing in structured products and hedge fund valuation. He joined Protégé in 2003 to head Risk Measurement. Adil became a partner in 2006 and specializes in Autonomous Learning Investment Strategies (ALIS), Relative Value and Market Independent Strategies. Adil used geometry to invent the Bias Ratio, a metric that detects return smoothing by active managers.

 
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CHRISTINA DOLAN

is Co-Founder and COO of iXledger an alternative marketplace for insurance based on blockchain. As a former executive at a software company that offers award winning global multi-asset institutional trading solutions in the cloud, she is applying her knowledge of traditional marketplaces to the creation of next generation blockchain enabled marketplaces in combination with advanced technologies through digital transformation to create efficiencies and opportunities. Internet Pioneer and MIT Media Lab alumna, Cristina, co-founded OneMain, which grew to be the 10 largest Internet Service Provider. The company was later acquired by Earthlink after a highly successful initial public offering. At Hearst and Disney she headed up technology and built the first consumer internet websites. In addition to executive roles at IBM and Oracle bringing new products to market, Cristina was CEO of venture backed MIT spinoff Wordstream.

As an engineer, computer scientist, futurist and solutionist, Cristina appreciates the value of applying engineering skills to problem solving, which was the topic of her TEDx talk “Just Solve It”. In 2013 she launched the global student competition “Dream it. Code it. Win it.” which has been honored with; a Trader Magazine Charitable Contribution Award, a MIT Harold E. Lobdell Distinguished Service Award and four Stevie Awards for Best Organization, Best Female Innovator and Best Executive of the Year. Currently, Cristina serves as the MIT Enterprise Forum of NYC Vice Chair. Cristina earned a Master’s Degree from the MIT Media Lab and holds a Master of Computer Science and Bachelors of Electrical Engineering with concentrations in Computer Science, Data Communications and Business. She was a member of the US Bobsled and Skeleton team, earned first place in US Nationals and Empire State Games. She placed second for women at the Skeleton World Cup Championship.

 
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JOEL BLOCH

is Founding Partner and Chief Risk Officer of Trinnacle. He graduated MSc ETH Physics with a “magna cum laude” grade equivalent, writing his thesis on using the Hawkes Poisson Model to predict volatility in a high frequency trading environment. After graduating, Joel worked as an analyst for Vision Knight Capital in Shanghai, a Chinese-based, technology-focused private equity fund where he worked closely with David Wei, a former CEO of Alibaba. Mr. Bloch is a founding board member of Ricci Fellows, the biggest Sino-Swiss young professionals network. Since 2013, he is an elected board member of FDP Zollikon, a major Swiss political party at which he previously held the role of treasurer for two years. Joel speaks German, English, French and Mandarin.

 
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TIM STEPAN

is a seasoned expert in bringing Alternative Data to the financial community, with nearly 8 years’ experience in business development and sales specific to data. Mr. Stepan heads the business development at Dodge Data and Analytics, the best source of data for the US construction industry. Prior to Dodge, Mr. Stepan was a founding member of Discern, one of the first data analytics companies focused on applying big data to institutional investors. At Discern he lead their Boston office and built a successful franchise. Mr. Stepan started his financial career as an institutional equity salesperson working for Soleil Securities and Prudential Equity Group. He served as an officer in the US Marines and was deployed to Iraq in support of Operation Iraqi Freedom, where he served with distinction. Graduated from Stonehill College where he majored in economics.

 
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STEVE JONES

focuses on how emerging economic, practice and technology trends are transforming the global design and construction industry. At Dodge Data & Analytics, in addition to hundreds of speaking engagements around the world and numerous articles in industry publications, he produces Dodge Data & Analytics’ SmartMarket Reports on key industry trends, which are read by millions worldwide and frequently cited as authoritative references. Steve holds an MBA from the Wharton School of the University of Pennsylvania, and a BA from The Johns Hopkins University. He has a track record of active leadership in many industry initiatives including the BuildingSMART Alliance, BIMForum, and the TC Chan Center for Building Simulation and Energy Studies. Steve also serves as a judge for numerous industry awards.

Before joining Dodge Data & Analytics, Steve was Vice President of Primavera Systems (now part of Oracle), the global leader in project management software. Prior to that, Steve spent 19 years in creative and management roles with top architectural firms, most recently as a Principal and Board of Directors member with Burt Hill, one of the largest A/E firms in the US (now merged with Stantec).

 
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PHILIP DIDIO

is a Portfolio Coordinator and Portfolio Manager in SECOR’s hedge fund of funds manager selection team. Prior to SECOR, Phil was Director of Research at Summit Private Investments, a fund of hedge funds. Before that, Philip managed hedge fund research and was a portfolio manager for Oppenheimer & Co.’s proprietary fund-of-funds. Philip has additional related experience at FRM Americas, a $13 billion fund-of-funds company, where he headed a team responsible for finding, recommending and monitoring relative value managers.

Philip spent the earlier part of his career as a convertible bond portfolio manager for General Motors Asset Management and a quantitative analyst with Merrill Lynch. He has authored a chapter for a hedge fund compendium published by Euromoney. Philip received a B.A. in Mathematics and Philosophy of Science from the University of Pennsylvania and an M.A. in Statistics from the University of California at Berkeley.

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PETER MARBER

has professionally invested billions of dollars for many of the world's largest corporations and financial groups since 1987. Mr. Marber has headed emerging market investments for Loomis, Sayles & Company, HSBC Global Asset Management, and was a partner and president of the emerging market subsidiaries at Wasserstein, Perella & Co.

Mr. Marber currently teaches at Harvard and has been on the faculty of Columbia University’s School of International and Public Affairs since 1993. 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 on various boards for New America, World Policy Institute, Columbia University, and the Emerging Markets Traders Association, and is a Fellow of the RSA in London. Mr. Marber has authored more than 100 articles and columns on international finance and globalization and has authored or edited six books.

 
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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.

 
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ARNAUB CHATTERJEE

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.

 
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Sourav Mazumder

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.

 
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 michael beal

is the CEO of Data Capital Management. A systematic Hedge Fund that specializes in machine learning, advanced technologies and novel data sources to generate differentiated and uncorrelated returns for the clients of its DCM A.I. Absolute Return Fund.

Prior to DCM, Mr. Beal co-founded the Big Data and Advanced Analytics group for JP Morgan Chase and was an investor with TPG Capital and Morgan Stanley. Michael is a frequent Keynote and CNBC contributor and is passionate about investing, the onset of the “Data Economy” and the application of disruptive technologies to valuable “problems to solve”.

Michael earned a BA from Harvard College with honors in Economics and an MBA from Harvard Business School with distinction. Michael is an active Board Member of the City University of New York’s Medgar Evers College.

 
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ROBERT KENNELLEY

Director, Alternative Investments Research, joined Rocaton Investment Advisors. Robert assists with the sourcing, evaluation and due diligence of alternative investments including equity and credit hedge fund strategies, fund of funds, and private credit investment vehicles, as well as long only emerging markets debt strategies. Previously, Robert worked in Emerging Markets Fixed Income Sales at HSBC Securities, at Rogge Global Partners as a High Yield and Emerging Markets Corporate Credit Analyst and at Deutsche Bank Securities performing M&A advisory and debt & equity underwriting for corporate and private equity clients. Robert is fluent in Spanish and Mandarin and received a B.A. in East Asian Studies with a Concentration in Finance from Princeton University and an M.B.A. from New York University’s Leonard N. Stern School of Business.

 
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LIONEL ERDELY

 joined Investcorp in November 2013 and is the Head and Chief Investment Officer of the Alternative Investment Solutions business. Prior to joining Investcorp, Mr. Erdely worked for 11 years at Lyxor Asset Management, where he held the dual position of Chief Investment Officer (2004 – 2013) and Chief Executive Officer of Lyxor Inc. (2009 – 2013). Prior to joining Lyxor, he was a Vice President in the Equity Corporate Finance department at Société Générale, where he worked on several IPOs, capital increases and convertible bond issues. Mr. Erdely holds an M.B.A. degree in Finance from the École Supérieure des Sciences Économiques et Commerciales (ESSEC) in Paris.

 
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THE HONORABLE ALBERTO BACÓ BAGUÉ

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).

 
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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.

 

MANUEL LOPEZ-ZAMBRANA ("NOLIN")

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Manuel López-Zambrana ("Nolin") represents clients in a variety of industries such as financial, mutual funds, manufacturing, not for profit, insurance airline transportation, maritime transportation and telecommunications industries. Mr. López-Zambrana's expertise is highly sought after in all stages of tax controversies. He is considered by Chambers and Partners publication as a "standout tax practitioner who receives glowing recommendations from sources as one of the leading lawyers in the field." Mr. López-Zambrana has also served as advisor to the Puerto Rico Department of the Treasury and to the Government Development Bank for Puerto Rico. He was capital member of various major law firms in Puerto Rico and is a frequent speaker at numerous seminars and conferences sponsored by the Puerto Rico State Society of Certified Public Accountants, Puerto Rico Chamber of Commerce, the Puerto Rico Manufacturers Association and other professional organizations.

Mr. López-Zambrana has favorably obtained significant rulings and Closing Agreements with the Puerto Rico Department of the Treasury and the United States Internal Revenue Service. He has also served as an expert witness in various controversies, including an international dispute resolution case. His publications include Private equity and hedge funds in Puerto Rico – a welcoming environment in the Caribbean, 14 March 2018; Tax incentives in Puerto Rico: a quick introduction, 13 Jun 2017; Puerto Rico's Act 20 and Act 22 – key tax benefits, 4 Aug 2016. Mr. López-Zambrana holds a J.D. degree from University of Puerto Rico School of Law.

 

MARÍA DE LOS ANGELES RIVERA, CPA

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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.

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