2017 Speakers

Beth Kaiser, Director, Investment Performance Standards, CFA Institute

Beth Kaiser
Director, Investment Performance Standards
CFA Institute

Aundreia Heisey, Senior Director, Financial Services, Seismic

Aundreia Heisey
Senior Director, Financial Services

Daryl Bradford, Vice President, Performance & Attribution Manager, Acadian Asset Management

Daryl Bradford
Vice President, Performance & Attribution Manager
Acadian Asset Management

Zach Hamilton, Managing Partner, General Crypto

Zach Hamilton
Managing Partner
General Crypto

Ronan Brennan, Chief Technology Officer, Accudelta

Ronan Brennan
Chief Technology Officer

George Marootian, EVP, Head of Technology, Natixis

George Marootian
EVP, Head of Technology

Michelle McCarthy Beck, Chief Risk Officer, Nuveen Investments

Michelle McCarthy Beck
Chief Risk Officer
Nuveen Investments

Katie Firth, Head of Distribution Operations & Business Intelligence, John Hancock Investments

Katie Firth
Head of Distribution Operations & Business Intelligence
John Hancock Investments

Anthony Dell, Chief Compliance Officer, Ares Management

Anthony Dell
Former Chief Compliance Officer
Ares Management

Joel Roberts, Chief Operating Officer, JP Marvel Wealth Management

Joel Roberts
Chief Operating Officer
JP Marvel Wealth Management

Jay Leopold, Head, US Investment Risk, Columbia Threadneedle Investments

Jay Leopold
Head, US Investment Risk
Columbia Threadneedle Investments

Mark Braley, VP, Global Head of Data Management & Reporting, Columbia Threadneedle Investments

Mark Braley
VP, Global Head of Data Management & Reporting
Columbia Threadneedle Investments

Laura Edgerton, Director of US Marketing, Manulife Asset Management

Laura Edgerton
Director of US Marketing
Manulife Asset Management

Steve Sanchez, Managing Director, State Street Global Advisors

Steve Sanchez
Managing Director
State Street Global Advisors

Diane Vieira, Director of Marketing, Standish Mellon Asset Management

Diane Vieira
Director, Communications & Marketing
LEERINK Partners

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

William Shaw
Managing Director, Marketing & Communications
Windhaven Investments

Gerardo Tolamo, US Counsel, Aberdeen Asset Management

Gerardo Tolamo
US Counsel
Aberdeen Asset Management

Mike Beck, Vice President, The Glenmede Trust Company

Mike Beck
Vice President
The Glenmede Trust Company

Jay Wightman, Head of Digital Experience, John Hancock Investments

Jay Wightman
Head of Digital Experience
John Hancock Investments

Mark Hansen, President & Chief Compliance Officer, Pinnacle Investments

Mark Hansen
President & Chief Compliance Officer
Pinnacle Investments

Gary Kalbaugh, Deputy General Counsel, ING

Gary Kalbaugh
Deputy General Counsel

Andrew Siegel, Partner, Chief Compliance Officer, Perella Weinberg Partners

Andrew Siegel
Partner, Chief Compliance Officer
Perella Weinberg Partners

Michael Snow, Head of Fixed Income Investment Technology, Loomis Sayles & Company

Michael Snow
Head of Fixed Income Investment Technology
Loomis Sayles & Company

Tim Ryan, Director of Performance & Attribution, Liberty Mutual Investments

Tim Ryan
Director of Performance & Attribution
Liberty Mutual Investments

Vikas Chawla, Chief Operating Officer, Venus Capital Management

Vikas Chawla
Chief Operating Officer
Venus Capital Management

Matt Patsky, CEO, Trillium Asset Management

Matt Patsky
Trillium Asset Management

Chris Spurrell, Principal, Castle Peak Associates

Chris Spurrell
Castle Peak Associates

Scott Knous, Data Management Leader, Olmstead Associates

Scott Knous
Data Management Leader
Olmstead Associates

Kelsey Biggers, Senior Vice President, Head of Performance Analysis & Investment Risk, Franklin Templeton

Kelsey Biggers
Senior Vice President, Head of Performance Analysis & Investment Risk
Franklin Templeton

Stephen Alepa CFA, Digital Client Engagement Lead, CEO, Olmstead Associates

Stephen Alepa CFA
Digital Client Engagement Lead, CEO
Olmstead Associates

Jarlath Forde, Vice President – Solutions and Innovation, Sapient Consulting

Jarlath Forde
Vice President – Solutions and Innovation
Sapient Consulting

Justin Reed, Director of Product Management, Clearwater Analytics

Justin Reed
Director of Product Management
Clearwater Analytics

Jonathan Zandman, Managing Director, Accenture

Jonathan Zandman
Managing Director