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


Mike Meriton

EDM Council


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


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


Senior Director, Product Marketing

Atul Dalmia

Morgan Stanley Wealth Management

Chief Analytics Officer

Mark Robertson

Eagle Capital Management


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


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


CFA, FRM, Managing Director, Investment Risk

Keri Tusa

Lazard Asset Management

Director – Global Head of Investment Technology

Cinda Whitten


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


Managing Director

Mahesh Narayan


Institutional Asset Management Segment Head

Vall Herard


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


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


Founding Partner

Mike Kendall

SS&C Technologies Inc.

Director of Global Product Strategy, Institutional & Investment Management

Daria Muresan


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


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