Hear from our expert speaker line-up


In the form of presentation, panel discussions and fireside chats, our exclusive speaker line-up will address the key challenges within the asset management industry today


Cheryl Pipia, Head of USI Client Engagement, T Rowe Price

Cheryl Pipia
Head of USI Client Engagement
T Rowe Price

Tilak Lal, SVP, Investment Risk Management Group, Franklin Templeton Investments

Tilak Lal
SVP, Investment Risk Management Group
Franklin Templeton Investments

Farnaz Maters, Chief Marketing Officer, Principal Global Investors

Farnaz Maters
Chief Marketing Officer
Principal Global Investors

George Mussalli, CIO, PanAgora

George Mussalli
CIO
PanAgora

William Shaw, Managing Director, Marketing & Communications, Windhaven Investments

William Shaw
Managing Director, Marketing & Communications
Windhaven Investments

Linda Giuliano, CAO & Head Responsible Investment, AllianceBernstein

Linda Giuliano
Head of Responsible Investment
AllianceBernstein

Jennifer Lammers, Chief Compliance Officer, Galliard Capital Management

Jennifer Lammers
Chief Compliance Officer
Galliard Capital Management

Chris Lagan, COO, Congress Asset Management

Chris Lagan
COO
Congress Asset Management

Stacy Luchin, Head of Investment Operations, Diamond Hill Investment

Stacy Luchin
Head of Investment Operations
Diamond Hill Investment

Alex Shafran, SVP Performance- Cohen & Steers

Alex Shafran
SVP Performance
Cohen & Steers

Colleen Nichols, Head of Client Engagement, Fiera Capital

Colleen Nichols
Head of Client Engagement
Fiera Capital

Anthony Dell, Former CCO, Ares Management

Anthony Dell
Founder
Compliance By Design

Gina Ehrlich, Director Information Technology, Segall Bryant & Hamill

Gina Ehrlich
Director Information Technology
Segall Bryant & Hamill

Assaf Kedem, Senior Writer, Oppenheimer Funds

Assaf Kedem
Author
The Investment Writing Handbook

Deborah Well, Head of E-Commerce, Harbor Capital Advisors

Deborah Well
Head of E-Commerce
Harbor Capital Advisors

Daniel Mcgrath, Executive Director, Marketing, UBS

Daniel Mcgrath
Executive Director, Marketing
UBS

Steve Radis, Head of Investment Management Marketing, William Blair

Steve Radis
Head of Investment Management Marketing
William Blair

Theresa Dijkstra, AVP, Performance & Attribution, Metlife Investments

Theresa Dijkstra
AVP, Performance & Attribution
Metlife Investments

Joel Feinberg, Director- Implementation, PanAgora

Joel Feinberg
SVP, Head of Trading
Acadian Asset Management

Jasmine Burgess, Head of Risk, Brevan Howard

Jasmine Burgess
Head of Risk
Brevan Howard

Susan King, Marketing & Sales Consultant

Susan King
SVP
Foresters Financial Services

Subbiah Subramanian, SVP, Global Head of Data Gx, State Street

Subbiah Subramanian
SVP, Global Head of Data Gx
State Street

Marcia Glass, VP Marketing, CenterSquare Investment Management

Marcia Glass
VP Marketing
CenterSquare Investment Management

Paul Francisco, Chief Diversity Officer, State Street

Paul Francisco
Chief Diversity Officer
State Street

Harsh Choudhary, Chief Product Officer, Appatura

Harsh Choudhary
Chief Product Officer
Appatura

Sharon Hayman, Head of Relationship Management, Jackson Partners

Sharon Hayman
Head of Relationship Management
Jackson Partners

Evan Fire, COO, Pzena

Evan Fire
COO
Pzena

Joseph Lodato, MD- Guggenheim Partners

Joseph Lodato
MD
Guggenheim Partners

Stacey Sabatos, Director, Investor Relations, RCG Longview

Stacey Sabatos
Director, Investor Relations
RCG Longview

Trevor Crane, Director, Wealth & Asset Management, Idio

Trevor Crane
Director, Wealth & Asset Management
Idio

Owen Donley Chief Counsel, Office of Investor Education & Advocacy SEC

Owen Donley
Chief Counsel, Office of Investor Education & Advocacy
SEC

Abha Kumar, Principal, Global IT Executive, Founding Co Leader of LEAP, Vanguard

Abha Kumar
Principal, Global IT Executive, Founding Co Leader of LEAP
Vanguard

Mike Beck, Vice President, The Glenmede Trust Company

Mike Beck
Vice President
The Glenmede Trust Company

Kevin Erdman, VP Head of Sales Analytics, First Eagle IM

Kevin Erdman
VP Head of Sales Analytics
First Eagle IM

Radiance Champman, SVP Marketing & Communication, Fiera Capital

Radiance Chapman
SVP Marketing & Communication
Fiera Capital

Joshua O'Brien, Director, Strategic Investment Group

Joshua O’Brien
Director
Strategic Investment Group

Simon Robinson Director RiskFirst

Simon Robinson
Director
RiskFirst

Glenn Moody VP, Senior Portfolio Analytics Specialist FactSet

Glenn Moody
VP, Senior Portfolio Analytics Specialist
FactSet

Greg Strassberg, Senior Investment Manager, Alternatives Investment Risk, Aberdeen Standard Investments

Greg Strassberg
Senior Investment Manager, Alternatives Investment Risk
Aberdeen Standard Investments

Aundreia Heisey, Senior Product Marketing Director, Seismic

Aundreia Heisey
Senior Product Marketing Director
Seismic

Jon Robinson, Partner, Blueprint Investment Advisors

Jon Robinson
Partner
Blueprint Investment Advisors

Juliana Bambaci Director of Communications QS Investors

Juliana Bambaci
Director of Communications
QS Investors

Johan Glozman Managing Director ACA Technology

Johan Glozman
Managing Director
ACA Technology

Stuart Petersen Chief Strategy Officer Arria NLG

Stuart Petersen
Chief Strategy Officer
Arria NLG

Tracy Musser Senior Manager Client Communications Thomson Siegel & Walmsley

Tracy Musser
Senior Manager Client Communications
Thomson Siegel & Walmsley


Mark Babiec, Head Client Services, CBRE Clarion

Mark Babiec
Head, Client Services
CBRE Clarion

Anurag Wakhlu, CFA Global Business Director for Financial Services Dassault Systèmes

Anurag Wakhlu, CFA
Global Business Director for Financial Services
Dassault Systemès

Jacob Elsborg Senior Operational Specialist ATP Investments

Jacob Elsborg
Senior Operational Specialist
ATP Investments

Richard Plotka CEO Appatura

Richard Plotka
CEO
Appatura


Ben McCormack VP, Associate Director of Analytics Reporting & APIS Product Development FactSet

Ben McCormack
VP, Associate Director of Analytics Reporting & APIS Product Development
FactSet

Jyoti Chopra Diversity, Inclusion, Sustainability Leader, Diversity Advisory Board Member Toyota

Jyoti Chopra
Diversity, Inclusion, Sustainability Leader, Diversity Advisory Board Member
Toyota

John Closson Chief Strategy Officer Appatura

John Closson
Chief Strategy Officer
Appatura

Frazer Rice Managing Director Wilmington Trust

Frazer Rice
Managing Director
Wilmington Trust


Gerardo Talamo US Counsel Aberdeen Standard Investments

Gerardo Talamo
US Counsel
Aberdeen Standard Investments

Alex Strekel Investment Manager Solutions Specialist Clearwater Analytics

Alex Strekel
Investment Manager Solutions Specialist
Clearwater Analytics

Shankar Venkatraman, Global Head of Performance, BNY Mellon

Shankar Venkatraman
Global Head of Performance
BNY Mellon

Ali Hassan Co-Founder & CEO Crescent Crypto Asset Management

Ali Hassan
Co-Founder & CEO
Crescent Crypto Asset Management


Terri Herubin Managing Director Angelo, Gordon & Co.

Terri Herubin
Managing Director
Angelo, Gordon & Co.

Taras Chaban, Global Head of Buy-Side Solutions for Risk & Surveillance, Nasdaq

Taras Chaban
Global Head of Buy-Side Solutions for Risk & Surveillance
Nasdaq

Matt Roeger Director BNP Paribas

Matt Roeger
Director
BNP Paribas

Regina Curry, Chief Diversity Officer, Legg Mason

Regina Curry
Chief Diversity Officer
Legg Mason


James O'Shea, Head of Reengineering, RBC Capital Markets

James O’Shea
Head of Reengineering
RBC Capital Markets

Sylvia Jablonski, Managing Director, Direxion Investments

Sylvia Jablonski
Managing Director
Direxion Investments

Dmitry Green, Chief Risk Officer, Mariner Investment Management

Dmitry Green
Chief Risk Officer
Mariner Investment Management

Paul Savchuk Co-Founder and CEO Cryptocurrency Capital

Paul Savchuk
Co-Founder and CEO
Cryptocurrency Capital



Todd Kuehl Chief Compliance Officer Legg Mason Global Asset Management

Todd Kuehl
Chief Compliance Officer
Legg Mason Global Asset Management

Cassandra Webster Marketing Manager, Investing Solutions Charles Schwab

Cassandra Webster
Marketing Manager, Investing Solutions
Charles Schwab

Michael Atkin Managing Director EDM Council

Michael Atkin
Managing Director
EDM Council

Patrick Gelshenen Executive Director TOBAM

Patrick Gelshenen
Executive Director
TOBAM



Cecelia Wong Head of Institutional Client Reporting and Vice President Dimensional Fund Advisors

Cecelia Khor
Head of Institutional Client Reporting and Vice President
Dimensional Fund Advisors

Sean Murray Director of Commercial Strategy, Performance FactSet

Sean Murray
Director of Commercial Strategy, Performance
FactSet

Wayne Wildrick Financial Practice Lead ON24

Wayne Wildrick
Financial Practice Lead
ON24

Al Naqvi Expert Artificial Intelligence American Institute of Artificial Intelligence

Al Naqvi
Expert Artificial Intelligence
American Institute of Artificial Intelligence



Brian Firstman Director - Senior Relationship Manager Deutsche Asset Management

Brian Firstman
Director – Senior Relationship Manager
DWS

Alex Cavalieri Head of Marketing CION Investments

Alex Cavalieri
Head of Marketing
CION Investments

Ben Shuldiner Trustee New York City Board of Education Retirement System

Ben Shuldiner
Trustee
New York City Board of Education Retirement System

Maksim Altmark
Director of Investment Operations
Georgetown University Investment Office



Anne Banks

Anne Banks
Principal
GR8 Communications

Daniel Gulko

Daniel Gulko
Head of Performance Measurement and Client Reporting
HSBC Global Asset Management (USA)

Dmitri Pekker
Independent Alternative Data Expert
Independent Consultant