Our Speaker Line-up
Our line-up of expert speakers will address and analyse the key challenges within the asset management industry today.
James Francis
Paradigm Asset Management
Chairman & CEO
John Bottega
EDM Council
President
Mike Meriton
EDM Council
Co-Founder
Owen Donley III
U.S. Securities & Exchange Commission
Chief Counsel, Office of Investor Education and Advocacy
Gabriel Altbach
Voya Investment Management
Chief Marketing Officer, Managing Director
Lorenzo Cupido
Prudential Financial
Chief Investment Risk Officer
Scott Brennan
First Eagle Investments
Managing Director, Head of Marketing Services & Brand
Daniel Ellen
Franklin Templeton
Director, Global Compliance
Courtney Garcia
Apollo Global Management
Head of Investment Risk
Paul Zajac
Invesco US
Global Head of Investment Technology
Elizabeth Coleman-Chen
Morgan Stanley Investment Management
Global Head of Alternatives Product and Channel Marketing – Executive Director
Chris Ellis
FactSet
Senior Vice President, Global Head of Strategic Initiatives
Adam Newmark
Wellington Management
Managing Director, Head of Enterprise Risk, Americas
Hitesh Patel
Invesco Ltd.
Global Head of Enterprise Risk
Max Yu
T. Rowe Price
SVP, Strategist and Senior Risk Manager, Global Multi-Asset Solutions
Anthony Russo
Seismic
Senior Director, Product Marketing
Atul Dalmia
Morgan Stanley Wealth Management
Chief Analytics Officer
Mark Robertson
Eagle Capital Management
GC & CCO
Steven Strange
ION Markets
Head of Product (Asset Management)
Lauren Ferrara
T. Rowe Price
Head of USI, RPS Sales Capabilities, Vice President – Global Sales Management
Vijay Kasarabada
Nuveen
Chief Information Officer
Reinaldo Ynchaustegui
Marathon Asset Management LP
Chief Technology Officer, Managing Director
Mei-Li da Silva Vint
Brevet Capital
Chief Compliance Officer
Derek Jun
Nuveen
CFA, FRM, Managing Director, Investment Risk
Keri Tusa
Lazard Asset Management
Director – Global Head of Investment Technology
Cinda Whitten
Nuveen
Senior Managing Director, Head of Global Investment Operations
Neil Margolies
Tilden Park Capital Management
General Counsel
Iro Tasitsiomi
T. Rowe Price
Head of Investments Data Science, Principal Data Scientist
Rajiv Ohri
Allianz Investment Management
Vice President, Head of Business Transformation
Peter Russell
PSP Investments
Managing Director, Operations, Administration and Monitoring
Brendan Kalb
ExodusPoint Capital Management
Global General Counsel
Jon Ambos
Prosperity Asset Management
Head of Investment Operations
Jayme Walenta
Earth Finance
Director, Climate Strategy
Ronald Ratcliffe
BlackRock
Managing Director
Mahesh Narayan
Arcesium
Institutional Asset Management Segment Head
Vall Herard
Saifr
Co-Founder and CEO
Joe LaFemina
SS&C Technologies. Inc.
Director, Solutions Management, Managed Services
Russell Newman
Great Lakes Advisors
Managing Director
Chris Chung
Bayview Advisors LLC
Chief Financial Officer
Christopher Link
Manulife Investment Management
Global Head of Content Marketing
Yuyu Fan
AllianceBernstein
Senior Data Scientist (VP)
Daniel Gulko
HSBC Global Asset Management (USA)
Head of Performance Measurement and Client Reporting
Colleen Nichols
Fiera Capital
Head of U.S. Client Experience
Rochelle Levy
City National Bank
Chief Compliance Officer, Wealth Management
Evan Fire
Pzena Investment Management
Managing Principal, Chief Operating Officer
Kelly Branco
Tremblant Capital
Chief Compliance Officer
Richard Over
Liqueo
Founding Partner
Mike Kendall
SS&C Technologies Inc.
Director of Global Product Strategy, Institutional & Investment Management
Daria Muresan
Citi
SVP, Treasury COO Office, Strategy & Transformation
Serge Todorovich
Shenkman Capital Management
General Counsel and Chief Compliance Officer
Yovanka Bylander
TimesSquare Capital Management LLC
Head of Sustainability
Philip Maymin
Janus Henderson Investors U.S.
Director of Asset Allocation Strategies
Lei Liu
PanAgora
Director of Equity Investments and Portfolio Manager of Global Equities
Ken Burd
Principal Global Investors
Managing Director – Digital Enablement & Analytics
Kevin Papadopoulos
Longfellow Investment Management
Principal, Director of Technology & CISO
Vib Arya
Shufro Rose
Chief Operating Officer
Craig Peretz
Golden Eagle Strategies LLC
Chief Financial Officer
Kenneth Lamar
Lamar Associates
Principal Partner
Leeor Sillman
TD Epoch
Managing Director, Marketing
Michael Korby
Balyasny Asset Management
Head of Data Strategy, FICC
Patrice Trichon
Brown Brothers Harriman
Head of Marketing, Client Reporting and Digital in Investment Management
Shankar Venkatraman
American Century Investment Management
VP, Head of Performance & Reporting
Juanita Jeffrey
New York Life Investments
Director, Head of Institutional Marketing
Jane Conway
Apollo Global Management Inc.
Managing Director, Head of Digital, Data and Enablement-Client & Product Solutions
Brad Ursillo
Columbia Threadneedle Investments
U.S. Head of Multi-Asset
Paru Puttanna
Voya Financial Services
SVP, Enterprise Data Management
Eric Smith
Cascade Asset Management Company
Head of Investment Operations