Quinnipiac GAME Forum

Senior Managing Director
Altaira Capital Partners LLP
Ralph Acampora, CMT, is senior managing director of Altaira Capital Partners LLP and a pioneer in the development of market analytics. He has a global reputation as a market historian and a technical analyst, providing unique insights on market timing and related investment strategy issues. Acampora was previously the New York Institute of Finance’s director of technical analysis studies. He taught at the institute for nearly 40 years. Before joining NYIF, he was director of technical research at Knight Equity Markets and also worked for 15 years at Prudential Equity Groups as director of technical analysis. As one of Wall Street’s most respected technical analysts, he has consistently been ranked by Institutional Investor for more than 10 years. He is a chartered market technician (CMT), a designation he helped create.

Senior Executive Vice President
National Financial Network
Brett M. Amendola has successfully leveraged his more than two decades of experience at some of the world’s largest investment firms. He has attracted successful financial industry professionals to work side-by-side with some of the brightest minds graduating colleges and universities, creating a team with extensive knowledge and experience while providing world-class financial advice and continuity of service to professionals and multi-generational business owner clients. Amendola holds the Series 6, 7, 9, 10, 24, 63, 65 and state life and health licenses and is a member of GAMA International. He has been the recipient of numerous awards and honors including Quinnipiac University’s Outstanding Business Alumni Inaugural Recipient – 2008 and the Hartford Business Journal 40 Under 40 Award in 2008. He earned a bachelor’s degree in financial management from Quinnipiac University and serves as vice president of Quinnipiac’s Alumni Association Board of Governors.

Director of Investment Research
World Gold Council
Juan Carlos Artigas is the director of investment research at the World Gold Council, where he and his team provide insights on gold’s drivers and its role as an integral part of investor portfolios. Since 2009, he has reshaped the organization’s approach to investment research through robust and comprehensive financial analysis, combining findings from physical and derivatives markets to better inform investors. Artigas previously worked at JP Morgan Securities as a U.S. and emerging markets fixed income strategist developing sovereign- and corporate-debt valuation frameworks. Artigas has a BS in actuarial sciences from ITAM (Mexico), and an MBA and MS in statistics from the University of Chicago. 

CEO and co-founder
Silicon Harlem 
Clayton Banks is CEO and co-founder of Silicon Harlem, which combines technology and innovation with affordable connectivity to enable a sustainable economic engine in emerging communities across the United States. Under his leadership, Silicon Harlem has attracted over $50 million dollars to upper Manhattan. Prior to Silicon Harlem, Banks was a pioneer in the cable and communications industry. He set the vision for Ember Media, a development group that builds digital solutions and interactive applications for top brands and nonprofit organizations across multiple platforms. Banks worked with former president Bill Clinton to publish an interactive college guide series targeting underserved communities. Banks also served as vice president of affiliate relations for Comedy Central. He was chosen one of New York City’s Tech Power 50 leaders in the technology industry.

Chief Compliance Officer
Hartford Investment Management
Tim Brennan is chief compliance officer at Hartford Investment Management Company (HIMCO), where he oversees the company’s regulatory compliance program in areas including safeguarding material, non-public in-formation, trading practices, conflicts of interest, regulatory filings, anti-money laundering, privacy and cybersecurity. He was previously managing assistant general counsel in The Hartford’s Investment Law Group. When he joined The Hartford in December 2000, Brennan led the practice group of attorneys working on private placements, private equity and hedge funds. He also previously worked on a number of investment-related international matters with clients in Japan, England and Ireland. Prior to joining The Hartford, Brennan worked in the Capital Markets Group of Bingham McCutchen LLP. He received his BA in history and Spanish in 1992 from Providence College, and his JD in 1995 from Washington University School of Law. He is a fellow of the American College of Investment Counsel. 

Partner
Kirkland & Ellis LLP
Norm Champ is a partner in the New York office of Kirkland & Ellis LLP, where he heads up the regulatory solutions practice in the Investment Funds Group. Previously, he was the director of the Division of Investment Management at the U.S. Securities and Exchange Commission and prior to that, was deputy director of the SEC’s Office of Compliance, Inspections and Examinations and the associate regional director for examinations in the SEC’s New York office. Champ counsels the most sophisticated private fund sponsors in the world about complying with the changing regulatory environment in the United States and other countries. His large and wide-ranging practice, including defending numerous SEC examinations, gives him unparalleled insight into the most pressing regulatory issues in the market.

Founder & CEO
NetWorkWise
Adam Connors is the founder & CEO of NetWorkWise, a company that expedites outcomes for individuals and organizations by providing education in the science and art of professional networking. He’s a sought-after speaker who empowers people through online training and in-person workshops with the expertise to cultivate world class relationships. Connors is the podcast host of “Conversations with Connors” and creator of the esteemed NetWorkWise Certification, a credential that validates the accomplishment of high social capital. He has served as managing director at Simia Capital, at GWG MCA Capital and at Walker Preston Capital. He also owns a boutique residential real estate company and previously held a real estate license. He earned his bachelor’s degree from Quinnipiac.

Executive Chairman, North America
Insight
Cliff Corso joined Insight and the Executive Management Committee in January 2015 following BNY Mellon’s acquisition of Cutwater Asset Management. He joined Cutwater, a solutions-based fixed income manager, in 1994, helping to build the firm to approximately $20 billion in assets under management. Prior to joining Cutwater, Corso served as a senior fixed income portfolio manager at Alliance Capital Management. Throughout his career, he also served as a credit analyst, lender, restructuring specialist, trader and chief investment officer. Corso was a pioneer in the secured and credit derivatives markets, developing several investment programs and expanding this area to create cash and synthetic CDOs and conduits. He is a frequent guest on CNBC’s “Squawk Box.” He earned a BA in economics from Yale University and an MBA from Columbia University. 

Senior Portfolio Manager, Head of Global Perspectives
Voya Investment Management
Douglas Coté, CFA, is a senior portfolio manager and head of global perspectives at Voya Investment Management. He previously served as chief market strategist. He is also the founder and portfolio manager of the Voya Global Perspectives Funds and separately managed accounts, a group of global tactical asset allocation strategies with $1 billion in assets under management. Drawing on his many years of active money management experience as a portfolio manager and hedge fund chief investment officer, Coté delivers hands-on interpretations of the forces driving capital markets and effective ways to respond. Previously, he was a portfolio manager with the firm and managed over $14 billion in equity assets. He is regularly featured on Bloomberg TV, CNBC and CNN and frequently quoted in the Wall Street Journal and Reuters. In addition, he has been published in the International Journal of Managerial Finance, coining the term “Honest EPS” as a way of identifying high quality stocks.

Portfolio Manager
Nuveen
Anupam Damani is a portfolio manager for Nuveen’s global fixed income team and heads the international and emerging markets blend sector team. She is lead portfolio manager of the International Bond strategy and co-portfolio manager of the Emerging Markets Blend Strategy, specializing in international sovereign credit, global rates and foreign currency. Damani is also a member of the investment committee, which discusses and debates investment policy for all global fixed income products. Previously, she was the sovereign research analyst for central and Eastern Europe, Middle East and Africa regions, lead emerging markets debt trader and portfolio manager for Eurozone Debt. Before joining the firm in 2005, she was an EMD portfolio manager and trader at Citigroup. Damani holds a bachelor’s degree in political science and economics from India’s Calcutta University and a bachelor’s in financial and investment management from Pace University. She holds the Chartered Financial Analyst designation.

Chief Investment Officer
Americana Partners
David Darst is the chief investment officer for Americana Partners. He previously served for 17 years as a managing director and chief investment strategist at Morgan Stanley Wealth Management, was the founding president of the Morgan Stanley Investment Group, and founding chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. Prior to Morgan Stanley, he held senior management posts within the equities division at Goldman Sachs and served for six years as resident manager of its private bank in Zurich. Darst has written 12 books on bonds, money markets, asset allocation and investing, including a best-seller, “The Little Book that Saves Your Assets.” He earned his MBA from Harvard Business School and his BA in economics from Yale University. In 2011, he was inducted into the Quinnipiac University Business Leader Hall of Fame. 

Partner, EY Financial Services
Professional Practice Group
Jaime L. Eichen is a partner in EY’s Financial Services Professional Practice Group. She has 21 years of experience in the asset management industry, including serving asset management clients such as mutual funds, SEC registered and non-registered hedge funds, private equity funds, business development companies and investment advisers. Eichen was chief accountant for the SEC’s Division of Investment Management from June 2011 through November 2014, where her responsibilities included directing the financial reporting, accounting and auditing practices of investment companies in compliance with the federal securities laws. She is a frequent panelist and speaker at industry conferences including those sponsored by the SEC, AICPA, ICI, MFA, SIFMA, Practising Law Institute and more. Eichen is a licensed CPA in New York and earned a bachelor of science in business administration with a concentration in accounting from Bryant University.

Director of Research, Global Asset Allocation
Fidelity
Lisa Emsbo-Mattingly leads the asset allocation research team in conducting economic, fundamental and quantitative research to develop asset allocation and macro investment recommendations for Fidelity’s portfolio managers and investment teams. Prior to her current position, Emsbo-Mattingly was head of economic research, where she built a winning track record of combining economic insight with investment recommendations. Previously, she served as an economic analyst responsible for developing econometric models of industry performance in the market. Before joining Fidelity in 1996, Emsbo-Mattingly was an economic analyst at Eastern Research Group and an economic analyst in the international forecasting division at DRI/McGraw-Hill (now IHS Global Insight). She has been in the financial industry since 1990. She earned her bachelor of arts degree in economics and government from Oberlin College and her master’s degree in economics from Boston University.

Senior Managing Principal and President 
Jeanensis Capital Markets 
Kenneth A. Goodwin Jr. is the senior managing principal and president of Jeanensis Capital Markets, an independent capital markets and risk management advisory firm partnering with global Blockchain projects, government service entities and multinational corporations and investment capitalists. He serves as an adviser to more than 10 global Blockchain projects ranging from $25 million to $100 million. Previously, he served as a senior compliance adviser to the chief compliance officer of the Federal Reserve Bank of New York and also served as vice president at two major bulge bracket firms within the broker dealer and swap dealer functions. While in Japan, he managed and conducted research at the Bank of Japan’s Financial Systems and International Departments and, while working at the Tokyo Stock Exchange, he monitored Japanese government bonds on the trading floor. He holds an MBA in finance from Temple University and a bachelor’s degree in business management from Johnson C. Smith University. Goodwin is a Mike and Maureen Mansfield Fellow and Aspen Institute Nakasone Scholar.

Head of Global Economics Research 
BofA Global Research
Ethan Harris is the head of Global Economics Research at BofA Global Research. He coordinates the global economics forecast and publication and manages the developed markets economics team. He regularly ranks highly in investor polls and forecast surveys. Before coming to BofA Securities, Harris was chief U.S. economist at Lehman Brothers. He also worked as an economist at Barclays and JP Morgan and spent nine years at the Federal Reserve Bank of New York, where he was an assistant to the president and head of the domestic research division. Harris is a founding member of the U.S. Monetary Policy Forum, a member of the World Economic Forum Community of Chief Economists and a member of the Economic Advisory Committee of the American Banker Association. He is the author of “Ben Bernanke’s Fed: The Federal Reserve After Greenspan.” He earned a bachelor’s degree in economics from Clark University and a PhD in economics from Columbia University, where he was a University Fellow.

Chief Global Strategist
J.P. Morgan Asset Management
David Kelly, CFA, is chief global strategist and head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With more than 20 years of experience, Kelly provides valuable insight and perspective on the economy and markets to thousands of financial advisers and their clients. Throughout his career, Kelly has developed a unique ability to explain complex economic and market issues in a language that financial advisers can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC and other financial news outlets. Prior to joining J.P. Morgan Asset Management, he served as economic adviser to Putnam Investments. He also has served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill. Kelly is a CFA® charterholder. He has an MA and PhD in economics from Michigan State University and a BA in economics from University College Dublin in Ireland.

Chief Market Strategist and Managing Director
TD Ameritrade
JJ Kinahan began his career as a Chicago Board Options Exchange market maker in 1985, trading primarily in the S&P 100 and S&P 500 pits. A 30+-year industry veteran, Kinahan also worked for ING Bank, Blue Capital and was managing director of option trading for Van Der Moolen, USA. In 2006, he joined the thinkorswim Group, which was eventually acquired by TD Ameritrade. Kinahan is a CNBC regular, and is frequently quoted in the Wall Street Journal, Financial Times and Reuters News. He is the author of “Essential Options Strategies.” Kinahan earned a BA in finance from Aurora University and an MBA from the Illinois Institute of Technology with concentrations in financial markets and trading.

Vice President
BlackRock
Noah Kroll, CIMA, vice president at BlackRock, is a member of the Global Allocation team. He is a product strategist for the BlackRock Global Allocation Fund, responsible for representing the investment team to retail and institutional clients globally. Prior to his current role, Kroll was an investment management associate within the U.S. Wealth Advisory Group at BlackRock, serving Merrill Lynch Financial Advisors in the greater Los Angeles area. Prior to joining BlackRock in 2010, he was a trader for the hedge fund Zweig-DiMenna and a principal at Bull Path focusing on both trading and promoting the firm’s investment products. He began his career as an equities market maker for Knight Trading Group. Kroll earned a BA in political science from Lehigh University in 1998, and an MBA from Monmouth University in 2013. He received his Certified Investment Management Analyst (CIMA) designation in 2014.

Deputy Finance Editor for the Americas
Reuters
Lauren Tara LaCapra is deputy finance editor for the Americas at Reuters. She is also senior editor at Fusion, an ABC-Univision joint venture. She has been a financial journalist since 2007, and before becoming an editor had covered big banks, hedge funds, insurers and mortgage finance. Prior to joining Reuters, LaCapra wrote for TheStreet.com as a banking and personal-finance reporter. Prior to that, she covered airlines and energy for The Associated Press. She has also written for The Wall Street Journal and interned at The New York Times and New York Daily News. She received a bachelor’s degree in journalism from Hofstra University.

Senior Writer
Yahoo Finance
Julia La Roche is a senior writer at Yahoo Finance, where she covers Wall Street culture, investing, hedge funds, banks and private equity. Her on-camera interviews have included CEOs, COOs, founders and presidents of major companies including Aetna, Goldman Sachs, Starbucks, Walmart and many more. She previously spent five years at Business Insider covering the same beat. La Roche joined Business Insider in August 2011 after working at CNBC.com. She studied broadcast journalism at the University of North Carolina at Chapel Hill, where she competed on the university’s equestrian team. 

Executive Vice President and Chief Investment Officer
The Guardian Life Insurance Company of America
As executive vice president and chief investment officer of The Guardian Life Insurance Company of America, Jean LaTorre is responsible for investment policy and strategy across public and private equity, fixed income and commercial real estate. Prior to joining Guardian, she had a nearly 30-year career at Aetna, where she most recently was chief investment officer and corporate economist. Prior to that, LaTorre worked at the Municipal Bond Insurance Association and the investment bank Donaldson, Lufkin & Jenrette. She maintains a commitment to the community by serving on the board of trustees for Kingswood Oxford School and the investment subcommittee of Hartford HealthCare. She earned an MBA from New York University’s Stern School of Business and a bachelor’s degree in business administration and English from the State University of New York at Albany.

Managing Director and Global Chief Economist
Citibank
Catherine L. Mann has served as global chief economist at Citibank since February 2018. She is responsible for thought leadership and research guidance of a global team of economists, and cross-fertilization of research across macroeconomics, fixed income, and equities. Prior to this position, she was chief economist at the OECD, where she also was director of the economics department and was finance deputy to the G20 (2014–17). Prior to the OECD, she was the Barbara ’54 and Richard M. Rosenberg Professor of Global Finance at the International Business School, Brandeis University, where she also directed the Rosenberg Institute of Global Finance (2006–14). Mann earned a PhD in economics from the Massachusetts Institute of Technology and an undergraduate degree from Harvard University. Her written work includes more than 85 scholarly articles and seven books on the topics of U.S. external imbalances, trade, international capital flows and the dollar; and information technology and services trade in global markets.

Managing Partner
Greenwich Economic Forum
Bruce McGuire is the co-CEO of the Greenwich Economic Forum and managing partner of Global Alpha Research, LLC, an asset management advisory and capital raising firm. He is also the president of the Connecticut Hedge Fund Association and a director of the Greenwich Chamber of Commerce and the Connecticut China Council. McGuire began his career as a lawyer and transitioned to asset management in 1994 with MFS Investment Management in Boston. He started Global Alpha Research in 2016 after managing the New York office of Mesirow Advanced Strategies. McGuire earned a JD from Quinnipiac University School of Law and an undergraduate degree from the University of Miami. His expertise is sought by media including The Wall Street Journal, The New York Times, The Financial Times, Bloomberg, China Daily, Reuters, and he has been interviewed by China Central TV and TV Tokyo for segments on the hedge fund industry.

Senior Finance Reporter
Business Insider
Meghan is a senior finance reporter at Business Insider, where her coverage centers on tech deals and the SoftBank ecosystem. As BI’s lead WeWork reporter, she wrote about what it was like to work for Adam Neumann, and she continues to cover the new leadership’s attempts to stabilize the business. As an investigative reporter, Morris also has reported on the late Jeffrey Epstein’s finances, including ties to Wall Street and Silicon Valley. Her prior coverage areas include asset management and, for three years at an industry publication, private equity real estate. Outside of journalism, Morris runs a triathlon club in Manhattan and volunteers with college students at NYU. She received undergraduate and master’s degrees in journalism from Northwestern University. 

Co-Chief Executive Officer
Bridgewater Associates
Eileen Murray is co-chief executive officer of Bridgewater Associates, the world’s largest hedge fund with more than $160 billion in assets under management. She assumed her role in 2011 and is the second-longest serving chief executive in Bridgewater’s history after founder Ray Dalio. Murray designed and led the execution of an innovative tri-party outsourcing model for all Bridgewater clearance and settlement functions in partnership with BNY Mellon and Northern Trust. She architected and executed the firm’s long-term real estate needs and fulfillment strategy and helped identify and implement new operational strategies for key infrastructure functions including finance, human resources and facilities. Prior to Bridgewater, Murray held several senior executive roles at Morgan Stanley and also served as head of global technology, operations and product control at Credit Suisse First Boston. She earned a bachelor’s degree in accounting from Manhattan College and was the first female graduate to be honored with its De La Salle Medal of Honor.

Chief Strategy Officer
MassPRIM
Eric Nierenberg serves as chief strategy officer for the Massachusetts Pension Reserves Investment Management Board (MassPRIM). Prior to his current role, he was PRIM’s director of hedge funds and low volatility strategies. Before joining MassPRIM in 2012, Nierenberg was an equity portfolio manager at Lee Munder Capital Group and Independence Investments. He was recognized as an Institutional Investor “Most Wanted Allocator” in both 2018 and 2019 and was named to CIO Magazine’s “Forty Under 40” list of investment professionals in 2014. Nierenberg also serves as adjunct professor of finance at Brandeis International Business School in Watham, Massachusetts, where he teaches graduate level courses in options and derivatives and behavioral finance. He received his PhD in business economics from Harvard University, and earned an MA in economics from Harvard, where he also did his undergraduate studies, graduating with an AB in economics, magna cum laude.

Head of Global Multi-Asset 
T. Rowe Price
Sébastien Page, CFA, is head of global multi-asset at T. Rowe Price, where he oversees a team of investment professionals dedicated to a broad set of multi-asset portfolios. He is a member of the asset allocation committee, which is responsible for tactical investment decisions across asset allocation portfolios. He is also a member of the management committee. Prior to joining the firm in 2015, Page was an executive vice president at PIMCO, where he led a team focused on research and development of multi-asset solutions. Prior to that, he was a senior managing director at State Street Global Markets. Page is the coauthor of the book, “Factor Investing and Asset Allocation” (CFA Institute Research Foundation, 2016) and a member of the editorial board of the Financial Analysts Journal. He earned his MS in finance and his bachelor’s degree in business administration from Sherbrooke University in Quebec, Canada.

Founder and Chief Investment Officer
Hickory Lane Capital Management
Joshua Pearl is the founder and CIO of Hickory Lane, a long/short equity asset manager. He focuses on equity investments and special situations utilizing a fundamentals-based approach. From 2011-20, he served as a managing director and partner at Brahman Capital. Previously, he structured high-yield financings, leveraged buyouts and restructurings as a director at UBS Investment Bank. Before that, he was an investment banker at Moelis & Company and Deutsche Bank. Pearl received his BS in business from Indiana University’s Kelley School of Business in 2003. He is the co-author of “Investment Banking: Valuation, LBOs, M&A, and IPOs” and “The Little Book of Investing Like the Pros.”

Managing Director
Citi Futures, Clearing and Collateral
Christopher Perkins is the global head of OTC clearing and foreign exchange prime brokerage for Citi. In the aftermath of the global financial crisis, Perkins founded Citi’s globally acclaimed OTC clearing business and is a recognized international authority and “thought leader” on central clearing. He oversees an FX prime brokerage business that is widely regarded as a top industry provider. Prior to joining Citi in 2008, Perkins served as the U.S. head of derivatives prime brokerage at Lehman Brothers. An Iraq war veteran, Perkins founded the Citi Military Veteran’s Networks. He earned a BS from the U.S. Naval Academy, with distinction, and an MA from Georgetown University. 

Managing Director and Chief Investment Officer of Global Fixed Income
BlackRock
Rick Rieder, managing director, is BlackRock’s chief investment officer of global fixed income, head of the global allocation investment team in the multi-asset strategies group, a member of BlackRock’s Global Operating Committee and chairman of the firm-wide BlackRock Investment Council. Previously, he was president and chief executive officer of R3 Capital Partners. He served as vice chairman and member of the borrowing committee for the U.S. Treasury and is currently a member of the Federal Reserve Bank of New York’s Investment Advisory Committee on Financial Markets. He currently serves on the Alphabet/Google Investment Advisory Committee and the UBS Research advisory board. From 1987 to 2008, Rieder was with Lehman Brothers, most recently as head of the firm’s global principal strategies team. He earned a BBA in finance from Emory University in 1983 and an MBA from The Wharton School of the University of Pennsylvania in 1987.

Managing Director
RBC Capital Markets
Joshua Rosenbaum is a managing director at RBC Capital Markets in the Industrials and Diversified Services Group, where he originates, structures and advises on mergers and acquisitions, corporate finance and capital markets transactions. Rosenbaum is the author of “Investment Banking: Valuation, Leveraged Buyouts, and Mergers & Acquisitions” and is also a frequent speaker on corporate finance, capital markets and investment banking, providing unique and timely insight on sector trends, valuation and outlook. Previously, he was a managing director at UBS Investment Bank for 13 years and, prior to that, he was a manager at the International Finance Corporation, the direct investment division of the World Bank. He received his AB from Harvard and his MBA with Baker Scholar honors from Harvard Business School.

Dean, School of Communications
Quinnipiac University
Chris Roush began as dean of the School of Communications at Quinnipiac University in July 2019. Before coming to Quinnipiac, he was the Walter E. Hussman Sr. Distinguished Professor in Business Journalism at the University of North Carolina at Chapel Hill and director of its Carolina Business News Initiative. Previously, he taught business journalism at Washington and Lee University and the University of Richmond. The Scripps Howard Foundation and the Association for Education in Journalism and Mass Communication named him “Journalism Teacher of the Year” in 2010. He also was chosen the “North Carolina Professor of the Year” by the Carnegie Foundation for the Advancement of Teaching and the Council for Advancement and Support of Education. Roush has worked for various publications, including the St. Petersburg Times, the Sarasota Herald-Tribune, BusinessWeek, the Atlanta Journal-Constitution and Bloomberg News. He has authored or co-authored 10 books, including "Show me the Money: Writing Business and Economics Stories for Mass Communication." He earned a master’s degree in mass communication from the University of Florida and a bachelor’s degree in history and journalism from Auburn University.

Program Co-chair of GAME Forum
Economics Editor 
The New York Times
Since 2017 Deborah Solomon has been economics editor of The New York Times, overseeing coverage of tax, trade, Fed, economic policy and anything else that involves numbers, people and policy. Previously, she was a director at the Brunswick Group in Washington, where she provided strategic advice to senior executives on crisis situations, litigation and regulatory matters. From 2000–15, she was at The Journal, where she oversaw the financial regulatory and law enforcement teams as a news editor in the paper’s Washington bureau. As a reporter, Solomon was part of a team that won the 2009 Gerald Loeb Award for “The Day That Changed Wall Street.” In 2003, she was a member of a team of Wall Street Journal reporters awarded the Pulitzer Prize in explanatory reporting for the paper’s coverage of the WorldCom scandal. She has worked at a range of media outlets, including Bloomberg View, USA Today and the San Francisco Chronicle.

SVP & Chief Investment Strategist 
Charles Schwab & Co. 
Liz Ann Sonders has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused on the individual investor. She is a regular contributor to Schwab’s publications and videos, and the keynote speaker at many of the company’s corporate and client events, as well as outside conferences. Sonders makes regular TV appearances on CNBC, Bloomberg TV, and Fox Business News, and is regularly quoted in publications such as The Wall Street Journal, Barron’s, and The New York Times. Sonders earned a BA in economics and political science from the University of Delaware and an MBA in finance from Fordham University’s Gabelli School of Business.

U.S. Managing Editor
Financial Times
Peter Spiegel is the U.S. managing editor for the Financial Times, managing the U.S. bureau network, taking the lead on stories and deploying newsroom resources to expand the American subscriber base. Based in London, Spiegel has been FT news editor for the past three years, during which he successfully transformed the FT’s publishing schedule and helped embed a culture of innovation across the newsroom. He was key to the Financial Times being named newspaper of the year at the 2018 British Press Awards. He previously spent six years in Brussels as the FT’s bureau chief, leading coverage of the European economic crisis and Europe’s role in global affairs. In 2012 and 2013, Spiegel and his team won back-to-back Society of American Business Editors and Writers awards for their coverage of the eurozone debt crisis. Earlier in his career, he worked at the Wall Street Journal, Los Angeles Times and Forbes.

Columnist
The New York Times
Paul Sullivan writes the “Wealth Matters” column for The New York Times. His articles have appeared in Fortune, Money, Conde Nast Portfolio, the International Herald Tribune, Barron’s, The Boston Globe, and Food & Wine. From 2000–06, Sullivan was a reporter, editor and columnist at the Financial Times. His first big story for Financial Times was a profile of author Kurt Vonnegut based on a train ride they took from Springfield, Massachusetts, to New York City. His last piece was Vonnegut’s obituary. Sullivan has been interviewed on radio and television programs across America, including NPR, Marketplace, CNN and Fox News. He earned degrees in history from Trinity College and the University of Chicago. He is the author of two books: “The Thin Green Line: The Money Secrets of the Super Wealthy” and  “Clutch: Why Some People Excel Under Pressure and Others Don’t.”

Chief Market Strategist
Virtus Investment Partners
Joseph M. Terranova is a senior managing director and chief market strategist for Virtus Investment Partners. He works with Virtus’ portfolio management teams on the company’s investment products while representing Virtus as a client-facing thought leader, providing insight into the domestic and global investing landscape for global multi-asset classes such as equities, commodities, fixed income and currencies. Prior to joining Virtus in early 2008, Terranova spent 18 years at MBF Clearing Corp., rising to the position of director of trading for the company and its subsidiaries. Terranova is known for his risk management skills, honed while overseeing MBF’s proprietary trading operations during some of the most calamitous times for the U.S. markets. He is the author of “Buy High, Sell Higher.” Since 2008, he has appeared regularly on CNBC’s “Halftime Report” and “Squawk Box,” contributing financial content throughout the CNBC media and digital platforms. He earned a bachelor’s degree in finance from the Peter J. Tobin College of Business at St. John’s University.

Global Head of Investments, Alternative Investment Strategies
Aberdeen Standard Investments
Darren Wolf is a senior investment manager and global head of investments, alternative investment strategies, at Aberdeen Standard Investments, which provides its clients with access to a breadth of alternative investment strategies and opportunities. Wolf joined Aberdeen in 2015 via the acquisition of Arden Asset Management LLC, where he was the director of research and a member of Arden’s investment committee. At Arden, Wolf was responsible for managing the day-to-day research activities of the firm. Previously, he was on the investment committee and the head of research at Robeco-Sage Investment Management, where he joined as a member of the investment team in 2001. Wolf earned his BS in finance from Yeshiva University.

Senior Director, Real Estate Impact Investing
Nuveen
Pamela Watkins-West has 18 years of transaction experience in real estate. Her career began with CBRE, where she primarily focused on multifamily investment sales in the southeastern region of the U.S. In 2007, she joined TH Real Estate, formerly TIAA-CREF Global Real Estate, and has transaction experience across several portfolios. She currently sources, acquires, manages and disposes of various asset types consistent with the investment style of Nuveen’s impact investing strategy. Watkins-West has been instrumental in cultivating joint venture relationships to grow the portfolio for the General Account’s opportunistic allocation. She also recently managed a portfolio with commitments of up to $460 million. She earned an MBA in real estate and finance from the University of North Carolina at Chapel Hill and a bachelor’s degree in English and education at the University of North Carolina at Greensboro.