Industry leaders from organizations including JP Morgan, BlackRock, Goldman Sachs, Janus Henderson, and Guggenheim will share their views on the transformative trends that are changing the investment landscape and creating new avenues for alpha.
Our keynote speakers include two of the market’s most in-demand thought leaders:
Discussion topics will include:
InterContinental New York Times Square
300 West 44th Street, New York, NY, 10036
Fee Details: No Fee
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This summit brings together investment, technology and sustainability professionals from across the industry.
Key reasons to attend:
The conference is not only of value to business leaders but also provides an ideal opportunity for individuals looking to develop within the industry and become the leaders of the future.
Maura Binder is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc., and head of Brokerage & Trading Services within Global Trading. She is a member of the Global Trading Committee, Equity Best Execution Sub Committee, and Fixed Income Best Execution Sub Committee. Maura is also a member of the Women’s Roundtable (also known as WAVE). She is a prior board member and volunteer for the Ulman Cancer Fund for Young Adults. Prior to joining T. Rowe Price in 2001, Maura was an assurance and business advisory services manager with PricewaterhouseCoopers LLP. She earned a B.S. in accounting with a minor in International Business, cum laude, from the University of Delaware. She is also a certified public accountant.
Bringing more than 20 years of experience, Mr. Caicedo shares his expertise in policymaking and its impact on energy and infrastructure in Brazil, the regulatory outlook for Argentina, as well as fiscal and monetary policy across the region. He also covers resource nationalism and the implications in the region for the oil and mining industries. He is an expert in both the Colombia internal conflict and the terrorism threat posed by Mexico's drug cartels. He is regularly interviewed by the media, including CNN, CNBC, Sky News and Bloomberg, among others. Fluent in Spanish, Portuguese and English, he has recently presented to conferences about political risk in Argentina and throughout Latin America and the risks to cargo in Brazil and Argentina. Recent speaking engagements were: the ISMA's conference in Bogota on Drug cartels and crime trends in Latin America and the Reactions North America Insurance conference in New York.
Mr. Caicedo's university degrees include a Bachelor of Arts in Philosophy and History from the Saint Thomas Aquinas University, Bogota, Colombia, Master of Arts in Latin America Area Studies from University College London (UCL), UK, and a Post-graduate Certificate in Economics from Birkbeck College, University of London, UK.
Seth Carpenter is the US Chief Economist at UBS. Before joining UBS, he was Head of US Research at Rokos Capital Management. Prior to this position, he had a long and distinguished career in the public sector. Seth was at the US Treasury from 2014 to 2016 and was nominated by President Obama to be Assistant Secretary for Financial Markets after being Deputy Assistant Secretary for Macroeconomic Analysis. Seth worked for the Board of Governors of the Federal Reserve System from 1999 to 2014. He joined as a research economist, rising to the level of Deputy Director of the Division of Monetary Affairs.
Oliver Christie is an Artificial Intelligence strategist who advising companies on how to plan for and implement this new technology.
Clients include software companies, financial services, consulting firms and governments.
He is a Google Moonshot Winner, an IBM Watson Prize Winner and named 1 of 10 Influencers Driving AI in Business by CBR. Recently he has given talks on AI at Nasdaq, Microsoft, SXSW and Fast Company. He is a Dell Technologies AI influencer and board member of NYAI.
Mr. Christie is the co-founder or advisor to a number of AI centric companies, departments and funds. Researches on NLP, Computer Vision, the new semantic web, third wave AI and the role of Quantum computing to solve new and complex problems.
Phil Cichlar leads Fixed Income ETF Sales and Trading efforts at Jane Street. He is an expert in electronic bond trading and market structure, acting as Jane Street’s primary point of contact for venues and electronic trading for the corporate bond market.
During his 9-year tenure at Jane Street, Mr. Cichlar has played an instrumental role in building out its bond trading desk, in addition to growing its institutional client-facing ETF business.
Prior to Jane Street, Mr. Cichlar spent over 5 years as a trader and heading capital management at BlueMountain Capital. He also spent several years at both Deutsche Bank and BNP Paribas as a credit and rates middle office manager.
Mr. Cichlar holds a Master of Business Administration degree from Fordham Gabelli School of Business in New York.
Catherine Clay is Vice President, Global Head of Information Solutions, at Cboe Global Markets, and oversees three business lines: index services, enhanced market data and analytics, and execution services.
She came to Cboe through the 2015 acquisition of the San Francisco fintech company, LiveVol, where she was CEO.
Prior to LiveVol, Ms. Clay was a market-maker in equity and index options on the NYSE Arca floor from 1994-2010, starting her career with Timber Hill before co-founding her own proprietary trading company.
Jim Coley is a SVP & Managing Director for IHS Markit, where he is responsible for managing the Americas Account Management team with clients in the sell-side, buy-side, fund custodians and third party alliance partners. Prior to joining IHS Markit, Mr. Coley was a CEO and Founder of two boutique asset management companies, Proctor Investment Managers and Overture Asset Managers, focusing on buying minority stakes in investment firms and growing them through a centralized distribution platform.
Mr. Coley spent 18 years on Wall Street, last as a Managing Director at Deutsche Bank with responsibility for 165 institutional fixed income sales people in North and Latin America across 11 branches in 6 different countries. He also has held a variety of sales and sales management positions at Morgan Stanley and FMC Corporation. Mr. Coley’s career spans Los Angeles, Chicago, San Francisco, New York and London. Jim graduated from the University of Southern California with a BS in Finance in 1980 and from the University of Pennsylvania’s Wharton School with a Masters in Business Administration in Corporate Finance and Accounting in 1982.
Tom Conigliaro has global responsibility for payments, evaluation, interactions and Markit Hub offerings from the brokerage and research services group at IHS Markit.
He is regularly cited in the press on regulatory developments around research evaluation and payment and MiFID II. Prior to joining the firm in 2013, Mr. Conigliaro worked at New-York-based investment banking boutique Marlin & Associates, where he advised clients in financial technology, information services, healthcare and media on their M&A activities. He has more than 25 years of leadership experience on Wall Street that includes holding senior roles in sales and trading, sales management and securities services at Goldman Sachs and Merrill Lynch. Mr. Conigliaro holds an MBA from the University of South Florida, US, and earned a Bachelor of Science from Widener University, Pennsylvania, US. He was awarded the CFA designation in 1994.
Emmanuel Dowdall, Executive President of North America of IDA Ireland, government agency that is tasked to attract foreign direct investment (FDI) to Ireland. Mr. Dowdall promotes Ireland as a hub for sustainable investment and finance. He works with global multi-nationals in tech, bio-pharma, high tech manufacturing, medical devices and financial services seeking investment opportunities to better manage risk and generate sustainable, long-term returns.
In 2017, Ireland established Sustainable & Responsible Investment Forum (SIF) as a national platform to advance responsible investment practices across all asset classes. This is in line with Irish government policy with regard to raising awareness of responsible investment nationally, under government’s IFS2020 Strategy. Forum activities are overseen by a Committee that consists of Amundi, Ireland’s Strategic Investment Fund, Irish Life Investment Managers, Mediolanum, KBI Global Investors, Cantor Fitzgerald, Amundi, KPMG, the Irish Department of Finance (observer) and the Irish Association of Pension Funds.
Ireland also established a €19.7bn sovereign wealth fund is to integrate Environmental, Social and Governance (ESG) factors of investment across all its Irish transactions.
Andrew Eisen is managing director and heads product management for Enterprise Data Management (EDM) and Cloud Strategy at IHS Markit.Mr. Eisen is responsible for products, including EDM, EDM Warehouse, EDM Reporting, hosted software and managed services. Additionally, he heads cloud strategy for the organization. Mr. Eisen has nearly 20 years of experience creating leading edge software products for the financial services community. During his 8+ year tenure at the firm, he has held multiple roles, including leading Collaboration Services, Desktop and Parsing businesses. Prior to joining Markit, now IHS Markit, in 2009, he was responsible for designing and building a proprietary investment research platform at Telsey Advisory Group (TAG). He has also had strategic consulting and product management roles at Morgan Stanley, Visible Path, Oracle and Accenture. Mr. Eisen holds an Honors Business Administration (HBA) degree from the Richard Ivey School of Business in London, Canada.
Tyler Gellasch is the Executive Director of the Healthy Markets Association, an investor-focused trade group. Mr. Gellasch is a leading capital markets regulatory and policy expert whose views are frequently sought by regulators, members of congress, market participants, and the press. A securities lawyer by training, Mr. Gellasch's public service included five years as Counsel in the US Senate, as well as service as Counsel to SEC Commissioner Kara M. Stein. In private practice, he has served as a general counsel of a boutique investment bank, as well as associate at leading law firms in New York and Washington, DC. Mr. Gellasch is also a Founder of Myrtle Makena, LLC, a consulting firm. He received his undergraduate degree from Case Western Reserve University. Both his juris doctor and master's degree in economics were awarded by Duke University.
Diana Gibson is a Managing Director in Cambridge Associates’ Boston office. She focuses on advising a number of endowment, foundation, pension, and family clients on their asset allocation strategy, manager selection, and investment program evaluation, with a focus on construction of custom hedge fund portfolios.
Ms. Gibson has 14 years of financial markets experience. Prior to joining Cambridge Associates, she worked directly with two single family office private investment companies for more than 10 years. During this time she was responsible for designing and managing both traditional and alternative portfolios (hedge funds, managed futures, long/short equity managed accounts, seed and direct private investments), including hedge funds of funds, for both families. She began her career as an analyst in equity derivatives strategy at Goldman Sachs in London.
DPhil (Ph.D.) and MPhil, Christ Church, University of Oxford
AB, Harvard College, summa cum laude
Elected to Phi Beta Kappa
Evan Harvey is the Global Head of Sustainability for Nasdaq. He manages all corporate sustainability (environmental, social, and governance strategy), philanthropy, and volunteerism efforts for the global exchange. Mr. Harvey currently serves on the Network USA Board of the United Nations Global Compact and the GRI Global Sustainability Standards Board, and previously chaired the WFE Sustainability Working Group. His work has been published in Forbes and Capital Finance International. Evan holds a B.A. and an M.A. from the University of Texas, and lives outside Washington DC.
Adam Kansler is part of our executive team and leads the company’s Financial Services businesses.
He has worked with IHS Markit since 2001, and previously served in roles ranging from outside counsel to chief administrative officer and general counsel, including leading our legal, corporate communications, risk, regulatory affairs, strategic alliances and human resources.
Before joining IHS Markit in 2009, Mr. Kansler was a corporate partner at Proskauer LLP where he was instrumental in managing many key corporate relationships.
A native of New York, Mr. Kansler holds a B.A in Economics from Hobart College and received his J.D. from Columbia University School of Law.
Brad Levy is Managing Director and Global Head of Loans at IHS Markit and CEO of MarkitSERV, the firm's post trade service for OTC derivatives. He is responsible for IHS Markit services for the loan markets include Loan Settlement, WSO and Notice Manager, a combination of software, services and data catering to the complex lifecycle requirements of loans. He joined Markit in 2012 to manage its distribution businesses including Markit Hub, Research Manager and Desktop.
In 2017, Mr. Levy was fourth on Institutional Investor magazine's Trading Technology 40. The annual list recognizes innovation and leadership among managers of systems and people in the financial industry. Prior to Markit, he worked at Goldman Sachs for 18 years. From 2006 until 2012, he was a managing director in Goldman's Principal Strategic Investments Group. Mr. Levy began his career at Lehman Brothers. He has served as a member of the Securities Industry and Financial Markets Association Technology Committee in addition to the Board of Directors of APX Inc., BondDesk, BrokerTec Futures Exchange, CDS IndexCo, FXall, LoanX, NYSE Liffe US, SecuritiesHub, SwapsWire, Symphony Foundation, Tradeweb and US Futures Exchange. He holds a Bachelor of Science in Business Administration with a concentration in Finance from the State University of New York at Albany, US.
Jill Malandrino, Nasdaq Global Markets Reporter, is the host of TradeTalks and regularly reports from the Nasdaq MarketSite, Nasdaq PHLX Trading Floor and industry conferences. Prior to joining Nasdaq, Ms. Maladrino was the Product Development Manager for The Street’s OptionsProfits where she reported from the Nasdaq, NYSE, Chicago Board of Trade, CBOE and NYMEX trading floors. She was formerly on the institutional equity trading desks of Prudential Equity Group and H.C. Wainwright.
Dr. Ken Matheny is a Senior Economist and has been with Macroeconomic Advisers (MA) by IHS Markit for nearly two decades. He contributes regularly to MA’s forecasts and economic analysis, while monitoring financial markets, the Federal Reserve, and other domestic and international developments. He contributes to MA’s proprietary forecasting models and software, assists clients in the use of MA’s models and software, conducts research, and makes presentations to clients and other groups on monetary policy, financial markets, and other issues in the economic outlook. He has been quoted in or appeared in various media outlets, including The Wall Street Journal and The New York Times.
Prior to joining Macroeconomic Advisers, Dr. Matheny served on the faculty of the Krannert School of Management at Purdue University, where he taught courses on macroeconomics, microeconomics, and money and banking. He holds a Ph.D. from UCLA and a B.A. from Washington University, summa cum laude. He is a member of the American Economic Association and the National Association for Business Economics, having previously served as president of the Gateway Chapter (St. Louis) of the National Association for Business Economics. Prior to receiving his graduate training, Dr. Matheny was a commercial banker.
Mike McCreesh is global head of the Client Commission Management business within the Securities Division. He joined Goldman Sachs in 1994 and worked in financial applications within the Controllers Division. He joined the Securities Division in 1999 to start the soft dollar business and transferred to the Futures business in 2006 to work on the global coordination of that growing business. In 2008, he moved into the Client Commission Management business. Mr. McCreesh was named managing director in 2010.
Mr. McCreesh is co-founder of TeamBrent, a group dedicated to fighting pediatric cancer. He serves on the Institutional Brokerage Committee of the Securities Industry and Financial Markets Association (SIFMA). He is also chairman of the Board of Directors of the St. Baldrick's Foundation, a nonprofit focused on pediatric cancer research. Mike earned a BBA from Hofstra University in 1990, an MBA from Hofstra University in 1994 and an Advanced Professional Certificate in Public Accounting from Pace University in 1997. He is a CFA charterholder.
Mr. Firas Modad is a Director for Country Risk, with a focus on the Middle East and North Africa (MENA) region, at IHS Markit.
He is experienced in forecasting political and violent risks for the MENA region. His expertise includes Middle Eastern economics and Islamic finance. He focuses on Syria, Lebanon, Libya, and Egypt, with a concentration on political stability and the rise of Islamist militant groups. He has briefed executives and directors in the insurance and energy sectors, as well as C-level executives at blue chip firms with interests and operations in MENA. He has helped clients understand the rise of the Islamic State; the key drivers of the conflict among Saudi Arabia, Turkey, Russia, and Iran; and the likely evolution of these conflicts and ensuing risks. Mr. Modad makes regular appearances in the media including interviews with Reuters, Bloomberg, the BBC, CNN, ABC News, and Newsweek. He holds a Bachelor of Arts in Economics from the American University of Beirut, Lebanon, and a Master of Science in International Management for the Middle East and North Africa from the University of London, UK.
Steven A. Moreno is the Global Research Relationship manager at Capital Group, responsible for managing Capital’s global external research relationships, which include the research evaluation process, and commission management. He has 29 years of investment industry experience and has been with Capital Group for six years. Prior to joining Capital, he was the managing director responsible for West Coast institutional equity efforts at Bank of America Merrill Lynch. He holds an MBA from Kellogg School of Management at Northwestern University and a bachelor’s degree in finance and economics from Santa Clara University. Mr. Moreno is based in Los Angeles.
Christine Moy is an Executive Director and Senior Product Manager at J.P. Morgan’s Blockchain Center of Excellence, driving the development of blockchain-based solutions to address client challenges across the firm’s Markets, Investor Services, and Banking businesses. Previously, she led development of productionized credit risk tools in Global Wealth Management and held various sales & structuring roles across Commodities, Asset-Backed Securities, and Syndicated Loans. She is a graduate of Brown University.
Arne Noack is currently Director in the Exchange Traded Product Development team for Deutsche Asset Management, Passive in the Americas. Prior to joining the team in New York, he was the Head of Exchange Traded Product Development for EMEA based in London. When joining the Company in 2007, Mr. Noack was responsible for providing non-listed structured funds solutions for both institutional and private client distribution throughout Europe as well as a member of the ETF structuring team for db X-trackers. He holds a degree in Economics from Westfälische Wilhelms-Universität Münster, Germany.
Suny Park is Vice President, Senior Managing Director and Chief Institutional Client Strategist at Janus Henderson Investors. In this role, Mr. Park is responsible for providing thought leadership on key issues and customized client analysis to institutional investors in North America.
Prior to joining Janus in 2012, Mr. Park served as the Head of Global Portfolio Solutions and co-head of Investment Research for Rogerscasey in Darien, Connecticut. Past experiences also include international equity research for Northern Trust Global Advisors, business acquisition and distressed loan investing for GE Capital Services, pricing of weather derivatives for Koch Industries, and public accounting for Deloitte & Touche. Mr. Park received his Bachelor of Science degree in Accounting from The King’s College and Masters of Business Administration degree in Analytic Finance from the University of Chicago Graduate School of Business. Mr. Park is a CFA charterholder and a non-practicing CPA. He has over 25 years of financial services industry experience.
Dr. Prakken and his team have been consistently recognized as thought-leaders on U.S. economic outlook, monetary policy, forecasts and fixed income markets. With over 30 years of experience and expertise as a macroeconomic modeler, Dr. Prakken has developed an unmatched structural econometric model of the U.S. economy.
Renowned for their forecasting accuracy the team has won multiple industry awards, including The Wall Street Journal’s Top Forecaster in 2017, two Blue Chip Forecasting Awards from the Federal Reserve Bank of Atlanta, the National Association for Business Economics’ Most Accurate GDP and Treasury Note Yield Forecast Award, and three Federal Reserve Bank of Chicago’s Forecasting Awards.
In 1982, Dr. Prakken partnered with Chris Varvares and Laurence Meyer and founded an independent research firm focused on the U.S. economic outlook, monetary policy, forecasts and fixed income markets. In 1996, the firm originally named Laurence H. Meyer & Associates, Ltd., became known as Macroeconomic Advisers (MA) with Dr. Prakken serving as Chairman. Prior to MA, he held the position of Senior Economist at the World Headquarters of the IBM Corporation and, before that, he served with the Federal Reserve Bank of New York. He has held positions on the faculties of New York University’s Graduate School of Business, the Economics Department of Washington University, and the Olin School of Business at Washington University. He is the past president and a current director of the National Association for Business Economics, the largest non-academic association of professional economists in the United States. He is also past president of the Gateway Association of Business Economists in Saint Louis.
Dr. Prakken has numerous publications to his credit, including papers written for the Council of Economic Advisers, the American Council for Capital Formation, and the Center for the American Study of Business on topics ranging from tax reform, to budget policy, to monetary policy, to the impact of technology on productivity. He has testified frequently on these topics before committees in both the House of Representatives and the Senate. He also participates regularly in the meetings of the Outside Consultants to both the Congressional Budget Office and the Board of Governors of the Federal Reserve System. Dr. Prakken completed his undergraduate degree in Economics at Princeton University, and he holds a Ph.D. in Economics from Washington University in Saint Louis.
Darrell Riley is a vice president of T. Rowe Price Group, Inc., and a member of the Multi-Asset Division, the team responsible for managing the firm’s multi-asset investment strategies. Prior to joining the Multi-Asset Division, Mr. Riley held various leadership positions in T. Rowe Price International Ltd, the organization responsible for the firm’s institutional business worldwide. He started his career at T. Rowe Price as an investment analyst in the Equity Research Group, covering medical technology, hospital supply, and specialty pharmaceutical companies. Prior to joining the firm in 1997, he was an analyst at the investment management firm of Sanford C. Bernstein & Co., Inc., in New York. He was previously a director of pharmaceutical and medical device business development for leading medical products companies. Mr. Riley has an undergraduate degree in psychobiology, with highest honors, from UCLA and an M.B.A. with concentrations in finance, marketing, and statistics from the University of Chicago.
Dan C. Roberts is an Executive Managing Director, Head of Global Fixed Income (GFI) and its Chief Investment Officer. His responsibilities include spearheading macro-economic research, managing portfolios that utilize asset allocation, chairing GFI’s Investment Policy Committee (IPC), and serving on the firm’s Senior Leadership Team. Directing the IPC is Dan’s most important investment responsibility as this Committee is the foundation of the GIF team-based approach to managing portfolios. It sets all portfolio strategy within the context of the team’s macro view and monitors compliance with its decisions. No significant positions are taken in any portfolio without the approval of the IPC. The IPC’s voting members are GFI’s four most senior investment professionals, who have worked together for nearly two decades.
Mr. Roberts joined MacKay Shields in 2004 when the firm acquired the fixed income business of Pareto Partners, where he had served as Chief Investment Officer. He first began assembling his team in 1989, when he was appointed head of fixed income at UBS Asset Management. In 1997 the team joined Forstmann-Leff International and was subsequently purchased by Pareto Partners in 2000. Prior to UBS, Mr. Roberts worked at Chase Manhattan Bank, initially as a Financial Economist before being named head of Global Interest Rate and Currency Swaps Trading.
Before joining the private sector, Mr. Roberts served at The White House with the President’s Council of Economic Advisors from 1981 to 1983, was the Chief of Staff of the U.S. Congress’ Joint Economic Committee from 1984 to 1985 and was an economist at the U.S. Securities and Exchange Commission from 1977 to 1978.
Mr. Roberts holds a BBA and a PhD from University of Iowa. He has been working in the investment industry since 1977.
Eric Rosenbach is a senior executive with two decades of experience leading complex organizations in both the private sector and government. He is a technologist with deep expertise in cybersecurity, fintech and big data, built on a genuine understanding of the underlying technology, policy and legal issues. Mr. Rosenbach led the Department of Defense on cyber issues for the past six years, including during high-profile attacks on the US and allies by nation-state actors.
As the Chief of Staff to Secretary of Defense Ash Carter, Mr. Rosenbach was one of the senior-most leaders of an organization with 2.8 million personnel, a $585 billion annual budget and ongoing military operations in multiple locations around the world.
Mr. Rosenbach was charged with managing some of the Department’s most complex decisions and crises, and ensuring implementation of transformative changes in the Department’s technology and talent management. He served as the Secretary’s closest strategic advisor on key foreign policy issues, including the war strategy to defeat ISIS, the “rebalance” to Asia and the effort to check Russian aggression. Mr. Rosenbach also led the Department’s efforts to improve innovation by forging and managing key initiatives such as the Defense Digital Service, the Silicon Valley-based Defense Innovation Unit and the Defense Innovation Board.
Before serving as Chief of Staff, Mr. Rosenbach was the Assistant Secretary of Defense, confirmed by the U.S. Senate, responsible for leading all aspects of the Department’s cyber strategy, policy and operations. His diverse portfolio as Assistant Secretary also included countering the proliferation of weapons of mass destruction, space operations, antiterrorism, continuity of government and defense support to civil authorities. As the Deputy Assistant Secretary of Defense for Cyber Policy, Mr. Rosenbach led the Department’s efforts to counter cyberattacks by Iran and North Korea on US critical infrastructure and deter Chinese theft of American firms’ intellectual property.
Earlier, Mr. Rosenbach worked at the Harvard Kennedy School as the Executive Director at the Belfer Center for Science and International Affairs. In additional to managing the Center's operations, research and fellowship programs, Mr. Rosenbach taught graduate-level classes on cyber and counterterrorism. Prior to his work at Harvard, he served as national security advisor for then-Senator Chuck Hagel and as a professional staff member on the Senate Select Committee on Intelligence where he led oversight of Intelligence Community counterterrorism programs.
In the private sector, Mr. Rosenbach led the cybersecurity practice of a global management consulting firm that advised the executives of Fortune 500 companies on strategic risk mitigation strategies. Earlier in his career, he worked as the Chief Security Officer for Tiscali, the largest pan-European internet service provider, where he was responsible for all aspects of the firm’s cybersecurity.
A former Army intelligence officer and Commander of a telecommunications intelligence unit, Mr. Rosenbach led a team that worked closely with NSA to provide strategic intelligence in direct support of commanders in Bosnia and Kosovo. The Director of Central Intelligence named his unit as the top intelligence organization in the U.S. military for two consecutive years.
Mr. Rosenbach has authored many books and contributed articles on national security issues to The New York Times, Washington Post , and Boston Globe . The Los Angeles Times called his book Find, Fix, Finish, co-authored with Aki Peritz, “an important volume in the secret history of a nasty war.” He was a Fulbright Scholar and holds a Juris Doctor from Georgetown, Masters of Public Policy from the Harvard Kennedy School, and Bachelor of Arts from Davidson College.
Briton Ryan is Managing Director and Head of ETF Capital Markets with Nuveen. With over 15 years of ETF industry experience, he is responsible for overseeing Nuveen’s ETF Capital Markets group and is involved in all aspects of Nuveen’s ETF product line from product development and relationship management, to assisting in the actual facilitation of trading. He also oversees the portfolio management and operations for ETFs. The ETF Capital Markets group supports a multitude of ETF lifecycle functions; portfolio management, marketmaking, operation and sales education.
Prior to joining Nuveen in 2016, Briton was Managing Director and
Head of Capital Markets for Accushares. Before that, Briton headed up the ETF trading desks at NewEdge and Mizuho Securities. He began his career with Alex Brown and in late 2003 joined Morgan Stanley’s ETF Trading Desk. Briton has a B.S. from Pace University and holds the Series 3, 4, 6, 7, 24 and 55 securities registrations.
Brett Schechterman is an Executive Director and Global Head of Fixed Income Platform Solutions as UBS Asset Management. The Fixed Income Platform Solutions team supports 130+ investment professionals through the development, deployment and front-line support of the enterprise front-office platform. The team delivers integrated capabilities, workflows, analytics and reporting that increase the business’s agility, making processes more scalable and cost effective. The scope of their responsibilities includes all systems involved in the investment lifecycle and the data necessary to generate credible output. The team stays at the forefront of the industry and works proactively to develop and evolve market leading content and processes to address both current and future business requirements.
Mr. Schechterman re-joined UBS in 2014 from Legal & General Investment Management America, where he served as Head of Investment Analytics & Reporting. Previously, he was a global business and product manager for the portfolio and risk analytics product at Bloomberg. Mr. Schechterman originally joined UBS Asset Management in 2006 and was Global Head of Analytics & Data Management for Fixed Income through 2012. Prior to joining UBS, he worked for BlackRock as relationship manager and implementation specialist within the BlackRock Solutions risk management and portfolio analytics franchise. He started his career at Goldman Sachs Asset Management (GSAM) within the Risk & Performance Analytics Group supporting the Global Fixed Income & Currency business.
Mr. Schechterman received an MBA from the University of Chicago’s Booth School of Business and a BS in Finance with a Minor in Economics from The Pennsylvania State University.
Aniket Shah is the Head of Sustainable Investing at OppenheimerFunds, a leading global asset manager. In this role, Mr. Shah is responsible for working with OppenheimerFunds’ portfolio managers and investment product specialists to further integrate sustainable investing practices across all aspects of the firm’s business activities to better serve investors.
Prior joining OppenheimerFunds, Mr. Shah served as the Program Leader of the Financing for Sustainable Development Initiative at the UN Sustainable Development Solutions Network (SDSN). He also served as the Program Leader of the Financing for Sustainable Development Initiative at the UN Sustainable Development Solutions Network (SDSN) and worked as an investment professional and strategist at Investec Asset Management, an international investment management firm based in South Africa and the United Kingdom.
Mr Shah previously worked at The Earth Institute at Columbia University where he served as a Program Manager and Special Assistant to the Director.
He has published books, reports and articles on a variety of topics pertaining to sustainable development and financial markets.
Mr. Smedley is Head of Macroeconomic and Investment Research at Guggenheim Partners, reporting to the firm’s Global Chief Investment Officer.
He leads a team of economists and investment strategists who help to formulate the firm’s macro and asset allocation views and communicate them to internal and external audiences. Their thought leadership publications have been ranked among the industry’s most-read and most-shared by Cogent Reports.
Prior to joining Guggenheim, Mr. Smedley was Head of U.S. Short Rates Research at Bank of America Merrill Lynch (BAML). In this role, he covered Treasuries, interest rate derivatives and funding markets, as well as Fed policy and financial regulation. He was ranked 2nd in the Short Duration Category of the Institutional Investor Fixed Income Research Survey. Mr. Smedley joined BAML in 2010 from the Federal Reserve Bank of New York, where he worked as a senior trader/analyst in the Markets Group responsible for FX, commodities, and buy side relationship management. He began his career at the New York Fed in the Emerging Markets and International Affairs Group, where he was a senior economist covering Latin America.
Mr. Smedley earned bachelor’s degrees in Economics and Finance from Utah State University, where he graduated summa cum laude with honors in Economics. He earned a master’s degree in International Development Studies from The George Washington University. As a graduate student, he worked at the U.S. Treasury Department and the White House Council of Economic Advisers.
Aishia N. Snider is the US Director of the Financial Services Industry Group at Microsoft. This team is responsible for leading industry digital transformation engagements with Microsoft’s customers, using deep domain expertise. As industry solutions executives at the forefront of digital transformation, this team drives solution business development and field engagement while curating the industry partner ecosystem.
Ms. Sniderhas successfully progressed her career to the intersection of financial services and technology. She brings 15 years of experience in financial services consultative sales, business development, account management, and strategy at top tier investment banks, while leading teams from 3 to 30. She began her career in sales and trading at UBS, Citi/Salomon Smith Barney, and Nomura Securities before transitioning to a career in technology at Thomson Reuters and Samsung SDSA. Aishia has a B.A. in Political Science and Asian Studies from Drew University, used extensively at UBS, Nomura, and Samsung.
Del Stafford, CFA, Managing Director, is Head of the Multi-Asset Portfolio & Investment Consulting team within iShares. This team consults directly with institutions to develop tailored portfolio solutions primarily through asset allocation and risk analysis. This is executed across multiple asset classes and product structures, including active and passive mandates with expertise in iShares ETFs. Mr. Stafford previously held the position of Head of the Model Portfolio & Solutions (MP&S) business. The team is responsible for managing an array of strategies offered as model portfolios. In this role, he was a member of the model management team, the investment committee and research approval board. Additionally, Mr. Stafford served as a portfolio manager on a series of Blackrock iShares Variable Insurance Funds.
Mr. Stafford's service with the firm dates back to 2008, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to that, he spent over 16 years at The Vanguard Group, where he recently worked with the firm's current and prospective defined benefit plan clients to structure custom investment solutions. Mr. Stafford also worked as a senior portfolio manager within Vanguard's Fixed Income Group, with responsibility for managing institutional, separately managed and stable value portfolios.
Mr. Stafford earned a BS degree in finance from Bloomsburg University and an MBA degree from LaSalle University.
Dominique Toublan is a Credit Strategist at JPMorgan focusing on US High Grade Corporate bonds and US Credit Derivatives. As High Grade Strategist, his research covers our market directional views, sector outlooks and the JPMorgan High Grade Bond indices. For Credit Derivatives his research covers single-name CDS, CDX index products, structured credit products and other quantitative issues across credit markets. Previously he was a Physics Professor at the University of Illinois at Urbana-Champaign. Dominique holds a PhD in Physics from the University of Bern, Switzerland, and an MBA from the Wharton School.
Chris Varvares is co-founder of Macroeconomic Advisers and co-head of US Economics at Macroeconomic Advisers by IHS Markit.
Mr. Varvares has over 30 years of experience in macroeconomic forecasting and policy analysis, both as a principal of Macroeconomic Advisers (1982 to present) and as a member of the staff of the President's Council of Economic Advisers (1981-1982). While at the Council, he served as a member of the U.S. delegation to the OECD in April 1982. He was also an adjunct faculty member in the Economics Department of Washington University, and the Olin School at Washington University. Mr. Varvares served as president (2008-2009) and as a director (2004-2007) of the National Association for Business Economics (NABE) and is a NABE Fellow. He served as president of the St. Louis chapter of NABE, and is a member of the American Economic Association. He is a member of the New York State Economic and Revenue Advisory Board, has participated in the meetings of the Outside Consultants to the Congressional Budget Office, and has been a panelist for the World Economic Forum. He is currently a member of the Advisory Board to the Center for Accounting and Finance Research at the Olin School at Washington University and serves on the Advisory Board of the Walker School of Business and Technology at Webster University.
Mr. Varvares holds a B.A. in Economics from The George Washington University and received his graduate training (ABD) in Economics from Washington University in St. Louis.
Mr. Wattret has worked as an economist in the financial markets since the early 1990s, initially for HSBC Global Markets. From 2000 onwards, he was the chief market economist for the euro area at BNP Paribas, subsequently co-leading the coverage of Central and Eastern Europe, the Middle East and Africa (CEEMEA) from 2012.
Prior to joining IHS Markit in 2018, Mr. Wattret was a Managing Director of Global Macro at TS Lombard, an independent research provider.
A specialist in European economic and policy issues, his ‘out of consensus’ calls include predicting as early as 2012 that euro area deflation risk would force the European Central Bank to embark on a program of large-scale sovereign debt purchases despite strong opposition within many member states.
Ken has taken a lead role in the presentation of key forecasts and themes to a broad spectrum of clients across Europe, the Americas and Asia, including corporates, banks and institutional and hedge fund-based portfolio managers. He is also a frequent participant at seminars and panel events, including central bank monetary policy forums.
Mr. Wattret is a well-known commentator on economic and financial issues, frequently being quoted in the financial media and appearing on various TV and radio channels.
Mr. Wattret received his honors degree in economics from the University of Sheffield and post-graduate qualifications from the Chartered Institute of Bankers.
Johanna Zeilstra is an established business strategist and an accomplished leader for both start‐ups and global corporations. Over the past two decades, she has worked at PricewaterhouseCoopers and JPMorgan Chase, and with over a dozen client organizations, including Delta Airlines, Industrial Bank of Japan, Philips, and Bank of America.
Her career has led her to live and work in Canada, China, Indonesia, France, the Netherlands, Mexico and across the USA. Prior to Gender Fair, Ms. Zeilstra launched The Women’s Debate (www.womensdebate.com) to encourage presidential candidates to focus on issues that specifically pertained to women during the 2016 presidential debates.
In 2013, she helped launch Signature Leaders (www.signatureleaders.com) , a leadership development program for female executives of global corporations to increase female representation in the C-Suite. Ms. Zeilstra also co-founded GiveBack, an innovative platform that makes it easy for companies to build authentic and impactful cause marketing, workplace giving and other social responsibility initiatives. GiveBack was launched on the Oprah Winfrey Show during her final season in 2011.
Ms. Zeilstra is originally from The Netherlands and was educated in Canada where she earned an undergraduate degree in Sociology and a Masters degree in Business Administration. She resides in Westchester, NY, where she runs the Women Entrepreneurs Network (200+ members) and serves on several boards, including the CEO Forum.
Market volatility, political and regulatory changes, and tax reform will continue to challenge and provide opportunities for investors. IHS Markit’s Chief US Economist and Chief European Economist will provide a clear view on what we can expect in the months ahead.
With markets looking relatively strong, and some asset classes potentially overvalued, investors are looking for new ways to generate return. Where are those new opportunities? How can they be uncovered and validated?
Many of the world’s largest investment firms are now championing, even demanding, ESG and CSR strategies from companies. Does this signal a fundamental change in how markets and investors responding to pressures for transparency? Do investment flows validate this trend?
With interest rates expected to risk, some investors are concerned about potential volatility in the ETF market. Is this a valid over overstated concern?
As the global expansion enters a new phase, hear what our analysts see as the likely implications for returns, and what long-term assumptions now make sense.This session will include a presentations of our view of capital market assumptions over the long-run, with a discussion of the key factors driving them, related to growth (demographics, productivity, fiscal stance). We'll also explore “near-term” returns for fixed income, and the key “sub-classes” where returns can be enhanced. Are there sweet spots on the risk/return frontier?
Innovation and new technology are fundamentally changing how the buy side operates. Our panel will debate the merits of AI, distributed ledger, cloud computing and other trends.
Latin America is on its way to its best economic performance in five years, with headwinds being critical elections in Brazil, Colombia and Mexico. Meanwhile, the Middle East’s population growth creates significant opportunities, at a time when it also faces a number of unforeseen geopolitical risks. In this context, how do investors chart the best course?
Global requirements for research unbundling have created a structural shift in the industry. This panel will explore the complexities of research valuation and the implication of potentially divergent regulatory mandates.
IHS Markit's Andrew Eisen will discuss the changes that artificial intelligence and other technologies are having on the financial markets with award-winning strategist and AI consultant Oliver Christie.