Skip to main content

Our Speaker Line-up

Our line-up of expert speakers will address and analyse the key challenges within the asset management industry today.

Melissa Stolfi

The TCW Group

Global Chief Operating Officer

Omer Cedar

Omega Point

Co-Founder & CEO

Philip Maymin

Janus Henderson Investors

Co-Head of Global Asset Allocation | Portfolio Manager

Archana Kumar

Northern Trust Asset Management

Global COO

Keri Tusa

Lazard Asset Management

Managing Director, Global Head of Investment and Distribution Technology

Dean McIntyre

SimCorp

Chief Commercial Officer

Chris Cafiero

JPMorgan Chase

Global Head of Asset & Wealth Management Regulatory Affairs

Manish Ghayalod

The TCW Group

Global Chief Technology Officer

Katherine Southwick

Vanguard

Head of Product, Portfolio construction and Management

Gary Hoberman

Unqork

Founder and CEO

Carrie Benz

Janus Henderson

Global Investments COO

Bill Ahmuty

State Street Global Advisors

Global Head of Multi Assets and Model Portfolios

Leonora Xhekaj

Apollo

Managing Director, Head of Operational Risk Management

Jonathan Wang

VanEck

Chief Technology Officer

Evan Fire

Pzena Investment Management

Managing Principal, Chief Operating Officer

Dina Ting

Franklin Templeton

SVP, Head of Index Investments

Sarah Hoffman

AlphaSense

Director of AI Thought Leadership

Kat Mello

Morgan Stanley

Managing Director

Raj Sriram

Barings

Head of Data Engineering (Data, Analytics, AI)

Nicholas Sambuco

Columbia Threadneedle Investments

Head of Multi-Asset Investment Consultancy & Engineering

Jonathan Wang

MassMutual

Head of R&D Strategy and Partnerships

Katrina Dudley

Franklin Templeton

SVP, Public Market Investments

Asha Mehta

Global Delta Capital

Chief Investment Officer

Rochelle Glazman

Arcesium

VP of Product Marketing

Matt Boyle

Cutter Associates

Moderator

Vince Sobocinski

Vanguard

Head of Portfolio Construction Methodology Research & Deployment

Christian Pellegrino

Alpha FMC

Partner, Head of Digital Assets

Michael Soss

Millburn Ridgefield LLC

Chief Investment Officer

Alex Golbin

Hudson Bay Capital Management

Chief Technology Officer

Brian Tsai

Ardinall Investment Management

CFO

Ron Ratcliffe

BlackRock

Managing Director

Kate Schaeffer

MassMutual

Head of Investment Management Strategy and Governance

James Ferguson

Brown Advisory

COO and Partner

Anatoly Shtekhman

Vanguard

Head of Investment Research & Portfolio Management

Grégoire Hug

WeeFin

CEO

Matt Goldwasser

T. Rowe Price

Head of AI Data Science

Edward Kim

Cambridge Associates

Director, Performance and Analytics

Mark Veevers

MAIA Technology

CFO

David Gulkowitz

DSC Meridian Capital LP

COO

Evan Reynolds

Cutter Associates

Principal, Front Office Consulting

Michael Campos

BlackRock Aladdin

Head of U.S. Asset Managers – Aladdin Business Development

Rich Falk-Wallace

Arcana Analytics Inc.

Founder & CEO

Clark Hsu

Paramita Capital

CIO

Abhishek Sinha

Nelumbium Capital

CEO & CIO

Marat Molyboga

Efficient Capital Management

Chief Risk Officer, Director of Research

Sarah Pariser

BNY

Director, Data Innovation Product Manager, Data & Analytics

Marina Severinovsky

Schroders

Head of Sustainability, Americas

Mike Maxwell

Brown Advisory

Partner, Head of Operations

Bill Safarik

Allspring Global Investment

Head of Client Technology Strategy

Sean Gleason

Protiviti

MD, Asset & Wealth Management Leader

Rachel McCarthy

Principal Asset Management

Senior Director, Data, Enablement and Analytics

Brian Donnelly

Lazard Asset Management

Head of Sales Technology

James Stewart

AllianceBernstein

VP, Strategic Execution Manager, Alternatives

Don Muir

F2

CEO

Nelda Kacyem

Partners Capital

US Chief Compliance Officer

Chris Morgan

Cutter Associates

Moderator

Amit Shanker

BloomAI

Founder & CEO

Timothy Kirwan

Knights of Columbus Asset Advisors

Chief Compliance Officer

Steven Dorfman

Rhino Investment Partners

COO

Lisa Sheeler

RhumbLine Advisers

Chief Compliance Officer and General Counsel

Ron Allen

OnCorps

CEO

Ned Gandevani

NMG Funds

CEO/CIO

Ayesha Kiani

Monarq Asset Management

COO

Caroline Banfield

Bluespring Wealth

Head of Marketing

Tonya Hummers

Protiviti

MD, Global Business Performance Improvement Financial Services Leader

Antonio Ferreira

MFS Investment Management

VP, Senior Director, Global Marketing Strategy & Digital Execution

Adam Sokolic

Bluespring Wealth

COO

Katy Rose

Amova Asset Management

Head of Performance and Data

Rob Seidman

OnCorps

Chief Product Officer

Billy Rogers

Cutter Associates

Senior Advisor

Vinh Tran

WisdomTree Asset Management

Associate Director of Business Development

Tyler Dennin

Waystone

Executive Director and Head of Private Markets Fund Accounting

Mallory Vaughn

Liberty Mutual

Director, Head of Business Transformation

Russell Newman

Greatlake Advisors

COO

Daniel Jacobson

Fiera Capital

Managing Director

Mei-Li da Silva Vint

Brevet Capital

Chief Commercial Officer

Esther Pan Sloane

Eyre Street Capital

Managing Director

Rochelle Levy

Bluespring Wealth

Chief Compliance Officer

Michelle Graham

Northstar Asset Management

Chief Operating Officer & Chief Compliance Officer

Ashish Shrestha

MAIA Technology

Senior Product Specialist

Nahean Nazmul

Cutter Associates

Head of FO Consulting, NA & EMEA

Sean Coleman

Eyre Street Capital

CEO and Portfolio Manager

Chris Ruby

Ridgeline

Senior Sales Executive

Jason Haft

Alpha FMC

Client Solutions – Alternatives

Jon Ambos

Bentley Road Group

COO

Sean Tuffy

Firebrand Research

Strategic Regulatory Advisor

Sylvester Marbey

Vontobel Asset Management

Americas Chief Compliance Officer