Lisa Abramowicz

Co-Anchor
Bloomberg Television and Radio

Lisa Abramowicz co-anchors “Bloomberg Surveillance” on Bloomberg Television and Bloomberg Radio. She previously co-hosted “Bloomberg Markets” from 10 a.m.–noon EST on Bloomberg Radio and was a member of Bloomberg Television’s on-air markets desk. She also served as a columnist and reporter at Bloomberg focusing on fixed-income markets.  

Abramowicz graduated from the University of Chicago. 

Brett M. Amendola

Managing Partner
Wooster Square Advisors

Brett M. Amendola has successfully leveraged his more than 30 years 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 from 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 in 2008 and the Hartford Business Journal 40 Under 40 Award in 2008. Amendola earned a bachelor’s degree in financial management from Quinnipiac University and serves on Quinnipiac’s Board of Trustees. 

Lucy Baldwin

Managing Director and Global Head of Research
Citi

Lucy Baldwin is a Managing Director and Global Head of Research at Citi. In this role, Baldwin is responsible for managing Citi’s global independent research across all asset classes. She joined Citigroup in April 2021 from Credit Suisse, where she was Global Head of Equity Sales. 

Prior to Credit Suisse, Baldwin worked at Bank of America as Head of European Equity Sales from 2015-2019 and at Goldman Sachs as a Director of European Equity Research and a variety of research analyst roles spanning back to 2006. Baldwin started her career at Cazenove as an equity research analyst covering the building materials sector.

She graduated from the University of Birmingham with a degree in Economics and now serves as a member of Council for the University of Birmingham, also sitting on the Investment sub-committee. Additionally, Baldwin is a member of the Advisory Council for the Mossavar-Rahmani Centre for Business and Government at the Harvard Kennedy School. 

Bobby Barnes

Head of Quantitative Index Solutions
Fidelity Investments

Bobby Barnes is head of the Quantitative Index Solutions (QIS) group at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to institutions, financial intermediaries and individuals.

QIS designs and manages proprietary indices covering equity, fixed income and multi-asset class investment vehicles. The index solutions created by the QIS group enable shareholders to gain unique market exposures via factor of thematic indices that leverage Fidelity’s proprietary investment insights.

Prior to assuming his current position, Barnes was a quantitative analyst responsible for conducting alpha research to generate stock ideas. He also advised portfolio managers on portfolio construction techniques to manage risk.

Prior to joining Fidelity as a quantitative intern in 2008, Barnes worked as a systems engineer at Freescale Semiconductor and at NASA Ames Research Center. He has been in the financial industry since joining Fidelity full time in 2009.

Barnes earned his Bachelor of Science, summa cum laude, in Electrical Engineering from North Carolina State University and his Master of Science, magna cum laude, in Electrical Engineering from Stanford University. Additionally, he earned his Master of Business Administration from Harvard Business School.

Steve Boothe

Head of Investment Grade and Portfolio Manager, Fixed Income
T.Rowe Price

Steve Boothe is the Head of Investment Grade and a Portfolio Manager in the Fixed Income Division of T.Rowe Price. He has lead portfolio management responsibilities for the Global Investment Grade Corporate Bond, US Investment Grade Corporate Bond and Dynamic Credit Strategies.

Boothe is a member of the Sector Strategy Advisory Group, co-president of the Investment Advisory Committee of the Corporate Income Fund and a member of multiple Investment Advisory Committees. Boothe also is a member of the Fixed Income Steering, Global Trading and Core/Core Plus Strategy Committees. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. 

Boothe's investment experience began in 1997 and he has been with T. Rowe Price since 1999, beginning as a credit research analyst covering the global telecommunications and technology industries in the Fixed Income Division. 

He earned a BA in economics/mathematics from Columbia University. He also has earned the Chartered Financial Analyst® designation. Boothe is a Series 7 and 63 registered representative.  

Candace Browning

Head of BofA Global Research and Vice Chair, Bank of America Institute
Bank of America

Candace Browning is head of BofA Global Research, a group that provides clients and employees of Bank of America and Merrill Wealth Management with top-quality investment insights and ideas, and industry and company overviews. The BofA Global Research division has more than 650 analysts located in over 20 countries. The team provides recommendations on nearly 3,500 stocks and 1,258 credits globally, as well as economic forecasts for 57 countries, forecasts for 32 commodities, and recommendations on 47 currencies. The Research division was named Institutional Investor’s No. 2 Global Research Leader for 2023 and 2022 and held the No. 1 spot for seven of the survey’s thirteen years.

Browning also serves as vice chair of Bank of America Institute. Established in 2022, the Institute draws on data and analyses from across the bank and the world to provide timely and original perspectives on the economy, sustainability and global transformation to clients, employees, policymakers and the public.

From 2003 to 2008, Browning served as head of the Global Research Securities and Economics group at Merrill Lynch. She was named head of Global Research of the combined Bank of America Merrill Lynch organizations post the merger of the two firms. Prior to her position as head of Global Research, Browning served as director of Equity Research for the Americas region, with responsibility for all research coverage in Canada, the U.S. and Latin America.

Before joining Research management, Browning covered the airline industry in the U.S. and was ranked in Institutional Investor's all-star analyst survey for 17 consecutive years.

Named as one of the Top 25 Most Powerful Women in Finance by American Banker for the past 13 years, Browning holds an MBA in marketing from Columbia University and a bachelor's degree in history from Brandeis University. She serves on the Board of Directors of the Atlantic Salmon Federation and on the Board of Trustees of the Wethersfield Foundation Inc.

Al Capra

Managing Director and Head of Insurance Banking
Sumitomo Mitsui Banking Corporation

Al Capra recently joined Sumitomo Mitsui Banking Corporation (SMBC) as a Managing Director and Head of Insurance Banking within its Global Financial Institutions Group. With a career on Wall Street that spans 30+ years, Capra is recognized as a seasoned and trusted advisor to insurance industry executives.

Capra is responsible for delivering corporate and investment banking solutions to domestic and foreign insurance clients. Prior to joining SMBC in 2023, he served as a Managing Director within Banking Americas at Mizuho Americas for eight-plus years. Prior to joining Mizuho in 2015, Capra spent 9 years at Société Générale where, as a Senior Banker, he developed and led the firm’s U.S. Insurance Practice across Coverage & Investment Banking and Global Markets. Prior to becoming a banker in 2006, Capra covered the insurance industry as a sell-side equity research analyst for over 13 years. He began his career at Salomon Brothers in 1990.

Capra serves as a member of the Board of Directors for the Brookville Center for Children’s Services. He has also committed time toward high school and college mentoring opportunities, including the NY STEPS Youth Mentoring Program for the Office of the Mayor of NYC, Wall Street Bound Inc. and iMentor.

Joyce Chang

Chair of Global Research
J.P. Morgan

Joyce Chang is Chair of Global Research for J.P. Morgan, a global leader in banking, markets and investor services. She has spent 35 years working in global research, with expertise in macro, fixed income, emerging markets, geopolitical and strategic research. Before assuming her current role in 2019, Chang was Global Head of Research and Global Head of Fixed Income Research. Prior to joining J.P. Morgan Chase in 1999, Chang served as a Managing Director at Merrill Lynch and Salomon Brothers. 

Chang is currently the Executive Sponsor for J.P. Morgan Chase’s network for employees of Asian heritage (AsPIRE) and serves on the executive committee of the Corporate and Investment Bank’s Women on The Move network. She also sits on the Board of Directors of the German Marshall Fund, Trickle Up and the Fixed Income Analyst Society as well as on advisory councils for the Bretton Woods Committee, the Center of Financial Stability and Georgetown University’s Baratta Center for Global Business. Furthermore, she is a member of the Council on Foreign Relations and Inter-American Dialogue.

Chang has been named as one of the Top 25 Most Powerful Women in Finance by American Banker and was listed in Barron’s 100 Most Influential Women in Finance. She has held top rankings in Institutional Investor surveys for emerging markets research, earning 25 #1 individual rankings. In 2014, she was inducted into the Fixed Income Analyst Society Hall of Fame. 

Chang holds an M.P.A. from Princeton and serves on its External Advisory Council for its Julis-Rabinowitz Center for Public Policy and Finance. She holds a B.A. from Columbia from where she was awarded the John Jay award for professional achievement and serves on its Board of Visitors and the Board of Directors for the Asian Columbia Alumni Association.  

Gaetano "Tony" DiPietro​

Managing Director of Corporate Strategy and Head of Client Relations
Piedmont Fund Services

Tony DiPietro is the Managing Director of Corporate Strategy and Head of Client Relations at Piedmont Fund Services, responsible for developing and executing strategic initiatives across the organization while optimizing operations, enhancing client services and improving financial performance.

DiPietro held several roles at BlackRock Inc. from 2003–19. He was a founding member and COO of the newly formed Fund of Hedge Fund Business (FOF) division. He provided leadership in the growth of the business which launched with $200 million in assets and grew to $3 billion across 8+ types of products. DiPietro also developed the new client service team at BlackRock Inc., responsible for servicing the firm’s top 100 institutional clients. While developing the group, he further identified new client solutions and offered thought leadership to clients directly. Prior to joining Piedmont, DiPietro was Executive Director at S&P Global where he led the global customer service team for the tax solutions group within the Platforms and Regulatory Compliance (PRC) business.

DiPietro is a graduate of Quinnipiac University with a bachelor’s degree in international business. DiPietro resides in the greater Boston area with his wife and children.

Kate El-Hillow

President, Global Chief Investment Officer
Russell Investments

Kate El-Hillow serves as President and Chief Investment Officer for Russell Investments, a global investment solutions provider founded in 1936 with $300 billion in assets under management. Based in New York, El-Hillow oversees all aspects of the investment division including asset management, implementation and research to deliver overall client investment solutions. She also serves on the firm’s Executive Committee and chairs the Operating Committee.

Prior to joining Russell Investments in 2021, El-Hillow served as Deputy Chief Investment Officer of Multi-Asset Solutions with Goldman Sachs Asset Management and spent eight years at J.P. Morgan Chase & Co.​

El-Hillow is a frequent guest speaker, sharing her insights on global markets, whole portfolio solutions, investment governance and implementation of multi-asset and multi-manager investing.​ She earned her BS in Accounting from the Boston College Carroll School of Management​.

Larry Hamdan

Chairman of Mergers and Acquisitions, Americas
Barclays

Larry Hamdan is chairman of mergers and acquisitions for the Americas within the U.K. investment bank at Barclays. Based in New York, he is also a member of the Americas Banking Operating Committee.

Prior to joining Barclays in 2010, he worked for 21 years at Credit Suisse, where he was vice chairman of global mergers and acquisitions. He also served as the global co-head of the industrial group at Credit Suisse.

Hamdan has extensive experience advising numerous clients on more than $500 billion of transactions, including Danaher on its $21 billion acquisition of GE’s BioPharma division, US Airways on its $30 billion merger with American Airlines and TRW on its $12 billion hostile defense and sale to Northrop Grumman. Hamdan has also advised numerous clients facing demands from hedge fund activists.

He earned an AB in Economics, magna cum laude, from Princeton University; a JD, magna cum laude, from Harvard Law School; and an MBA with high distinction from Harvard Business School, where he was a Baker Scholar.

Kathy Jones

Managing Director and Chief Fixed Income Strategist
Charles Schwab

Kathy Jones is responsible for interest rate and currency analysis and fixed income education for Schwab clients and the public.

Prior to joining Schwab in 2011, Jones was a fixed income strategist at Morgan Stanley, where she specialized in global macro strategy covering domestic and international bonds and foreign exchange. She has also been a consultant in the alternative investment area and previously served as executive vice president of the Debt Capital Markets division of Prudential Securities.

Jones has analyzed global bonds, foreign currency and commodity markets extensively throughout her career as an investment analyst and strategist, working with both institutional and retail clients. She makes regular broadcast appearances on Bloomberg TV, Yahoo Finance and CNBC and is often quoted by The Wall Street Journal, The New York Times, The Financial Times and Reuters. She holds an MBA in Finance from the Kellogg Graduate School of Management at Northwestern University and a BA with honors in English Literature from Northwestern University.

Jitania Kandhari

Deputy CIO of the Solutions and Multi-Asset Group
Morgan Stanley

Jitania Kandhari is the deputy CIO of the Solutions and Multi-Asset Group, co-lead portfolio manager for the Active International Allocation Strategy, and head of macro and thematic research for the Emerging Markets Equity team at Morgan Stanley.

She joined Morgan Stanley in 2006 and has 24 years of investment experience in global macroeconomics, country and market analytics, currencies and thematic investments. Kandhari was named in Citywire’s Top 20 Female Portfolio Managers in the U.S. for 2021.

Prior to joining the firm, Kandhari was an associate vice president in private banking at ABN AMRO (Royal Bank of Scotland). Kandhari began her career in India at First Global Securities in Indian equities.

She holds a Bachelor of Commerce in Advanced Financial and Management Accounting and an MMS in Finance, both from the University of Mumbai.

Tom Keene, CFA

Anchor, Bloomberg Television and Radio

Tom Keene is the co-anchor of “Bloomberg Surveillance” on Bloomberg Television and Bloomberg Radio. In addition to his work on “Bloomberg Surveillance,” Keene provides economic and investment perspective to Bloomberg Television and to Bloomberg’s various news divisions. Keene also founded the “Chart of the Day” article, available on the Bloomberg Professional Service. Keene is editor of “Flying on One Engine: The Bloomberg Book of Master Market Economists,” published in 2005. (Two chapters appeared in the CFA Institute curriculum.) A graduate of the Rochester Institute of Technology, Keene is a Chartered Financial Analyst® and a member of the CFA Institute, the National Association for Business Economics, the American Economic Association and The Economic Club of New York.

David Kelly, CFA, PhD

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 with their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC and other financial news outlets.

Before joining J.P.Morgan Asset Management, he was an 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.

Matthew Luzzetti

Chief U.S. Economist and Head of U.S. Economic Research
Deutsche Bank

Matthew Luzzetti is Chief US Economist and Head of US Economic Research at Deutsche Bank in New York. He was previously an economist in DB’s Office of the Chief Economist in London. In 2017, Matthew was named to Business Insider’s Rising Stars on Wall Street Under 35. His research has appeared in several books on economic policy and in refereed macroeconomics journals.

Luzzetti holds a PhD in Economics from the University of California, Los Angeles. While at UCLA, he worked at the U.S. Department of the Treasury in the Office of Financial Research. Prior to graduate school, he spent two years as a research analyst in the macroeconomics department at the Federal Reserve Bank of Philadelphia.

Samy Muaddi

Head of Emerging Markets, Fixed Income
T.RowePrice

Samy Muaddi is the head of Emerging Markets in the Fixed Income Division at T.Rowe Price. He serves as the portfolio manager of the Emerging Markets Bond Strategy and co-manages the Global High Income Bond Strategy. Muaddi also manages a range of customized separately managed accounts in emerging market debt and is a member of the Fixed Income Steering Committee. 

Muaddi previously managed the firm’s Emerging Market Corporate Bond Strategy from 2015 to 2024 and the firm’s Asia Credit Bond Strategy from its inception until 2020. Samy also is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price International Ltd. 

He has been with T. Rowe Price since 2006, beginning as an associate analyst in the Fixed Income Division. After that, he was a credit analyst and then an associate portfolio manager on the Emerging Markets team before assuming his current role. 

Muaddi earned a BA summa cum laude in economics from the University of Maryland. He also has earned the Chartered Financial Analyst® designation. Muaddi works as an adjunct professor at Georgetown University in the Walsh Graduate School of Foreign Service. 

Peter Oades

Senior Vice President and Chief Investment Officer
Aetna, Inc.

Peter Oades oversees and directs Aetna’s over $34 billion diversified investment portfolio as well as the $5.4 billion pension assets. Oades also manages Aetna’s large case pension and long-term care operations.   

Prior to his appointment as chief investment officer, Oades directed the fixed income portfolio management group of Aetna since February 2008. He was responsible for Aetna’s $20 billion fixed income group, overseeing the portfolio management of both short-term and long-term fixed income investments. Previously, Oades was the Senior Portfolio Manager responsible for managing Aetna’s emerging market bond portfolio. Oades has been responsible for managing asset-backed, investment-grade corporate and high-yield bond portfolios. He joined Aetna as an associate actuary in the investment risk management group, later moving into portfolio management. Before his career at Aetna, Oades worked in various actuarial positions at both The Travelers and The Hartford.  

Oades is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries and a Chartered Financial Analyst. He is actively involved in fundraising for Connecticut Children’s Medical Center.  

When they can, he and his wife, Carol, enjoy the opportunity to travel. They split their residence between Miami and West Hartford along with their dog Boomer. 

Judy D. Olian, PhD

President
Quinnipiac University

Judy D. Olian is President of Quinnipiac University, an institution with approximately 9,000 undergraduate and graduate students, 8 professional schools, a College of Arts and Sciences, 21 Division I athletic teams and graduates who achieve among the best employment outcomes in the country. The university is expanding its programs for both traditional and adult learners, is attracting diverse communities and innovative corporate partnerships, and is engaged in an ambitious set of capital projects.

Before joining Quinnipiac University, Olian served as dean of UCLA Anderson School of Management and John E. Anderson Chair in Management, dean and professor of management at the Smeal College of Business Administration at Pennsylvania State University, and professor and senior associate dean at the Smith School of Business at the University of Maryland. Olian also served as the chairman of the AACSB.

Among her other roles, Olian served or serves on Peking University Business School’s International Advisory Board, the Connecticut Workforce Council, the Business-Higher Education Forum, New Haven Promise, Hartford HealthCare, Catalyst and the Knight Commission on Intercollegiate Athletics, and chaired the Loeb Awards for Business Journalism.

She serves on the corporate boards of Ares Management LP, United Therapeutics and Mattel Inc.

Sébastien Page, CFA

Head of Global Multi-Asset and Chief Investment Officer
T. Rowe Price

Sébastien Page, CFA, is head of global multi-asset and chief investment officer 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 responsible for tactical investment decisions across asset allocation portfolios. His multi-asset team manages $407 billion as of Aug. 31, 2022, including $337 billion in target date retirement products. He is also a member of the Management Committee.

Prior to joining T. Rowe Price 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 author of “Beyond Diversification: What Every Investor Needs to Know About Asset Allocation” (McGraw Hill, 2020) and the co-author of the book “Factor Investing and Asset Allocation” (CFA Institute Research Foundation, 2016). He is a member of the editorial board of The Journal of Portfolio Management and Financial Analysts Journal and the Research Committee of the Institute for Quantitative Research in Finance (Q Group).

Dana M. Peterson

Chief Economist
The Conference Board

Dana M. Peterson is the chief economist and leader of the Economy, Strategy and Finance Center at The Conference Board. Prior to this, she served as a North America economist and later as a global economist at Citi, the world’s largest investment bank. Her wealth of experience extends to the public sector, having also worked at the Federal Reserve Board in Washington, D.C.

Peterson’s wide-ranging economics portfolio includes analyzing global themes having direct financial market implications, including monetary policy, inflation, labor markets, fiscal and trade policy, debt, taxation, ESG, consumption and demographics. Her work also examines myriad U.S. themes leveraging granular data.

Peterson’s research has been featured by U.S. and international news outlets, both in print and broadcast. Publications and networks include CNBC, FOX Business, Bloomberg, Thomson Reuters, CNN Finance, Yahoo Finance, TD Ameritrade, Barron’s, The Financial Times and The Wall Street Journal. She is a member of the Board of Directors of NBER, NABE and the Global Interdependence Center; the 1st Vice Chair of the New York Association for Business Economics (NYABE), and a member of NBEIC, the Forecasters Club and the Council on Foreign Relations.

Steven Quattry

Investor and Portfolio Manager,
Morgan Stanley

Steven Quattry is an Investor on the Emerging Markets Equity team and a Portfolio Manager for the Next Gen Emerging Markets strategy. He also focuses on thematic research and travels extensively to the frontier and emerging markets that he covers.

Quattry joined Morgan Stanley in 2011 and has 20 years of investment experience. Prior to joining the firm, Quattry was an analyst at Panda Global Advisors concentrating on economic and investment research. Previously, he was in the financial management program at GE Capital.

Quattry received an MA from Columbia University in international affairs with a focus on international economic policy and a BA in Finance from the University of Florida. 

Holly Raider, PhD

Dean
Quinnipiac University School of Business

Holly J. Raider is leading the Quinnipiac School of Business in planning a state-of-the-art new building, launching executive education and innovative new programs such as FinTech and Sport and Entertainment Management, and leading the capital campaign for the school. She serves on the executive committee of the partnership between Quinnipiac and Hartford HealthCare. Dean Raider is a member of the AACSB Business Practices Council.

An award-winning educator, Dean Raider has advanced the access, quality and impact of business education in a career spanning several distinguished business schools, including the Kellogg School of Management at Northwestern University, the Booth School of Business at the University of Chicago and INSEAD in France. Dean Raider has more than 25 years of experience as an educator and leader of collaborative global partnerships with corporations, government, healthcare systems, professional sports organizations and international universities.

Dean Raider is an expert in strategy, leadership change, business transitions and stakeholder engagement in high-stakes, turn-around situations. Dean Raider’s article “How to Strengthen Your Network When You are Just Starting Out” was featured in HBR’s special issue on the New Rules of Networking. Dean Raider was honored with a teaching award from Northwestern’s Business Institutions Program and a Northwestern Wildcat Excellence Award.

Torsten Slok

Chief Economist and Partner, Executive Office
Apollo Global Management

Torsten Slok joined Apollo Global Management in August 2020. Prior to joining the firm, Slok worked for 15 years on the sell-side, where his team was top-ranked by Institutional Investor in fixed income and equities for ten years, including #1 in 2019.

Previously, he worked at the OECD in Paris in the Money and Finance Division and the Structural Policy Analysis Division. Before joining the OECD he worked for four years at the IMF in the Division responsible for writing the World Economic Outlook and the Division responsible for China, Hong Kong and Mongolia.

Slok studied at University of Copenhagen and Princeton University. He frequently appears in the media (CNBC, Bloomberg, WSJ, NYT, FT) and has published numerous journal articles and reviews on economics and policy analysis in publications including the Journal of International Economics, Journal of International Money and Finance and The Econometric Journal. 

Iro Tasitsiomi, PhD

Head of AI and Data Science
T.Rowe Price

Iro Tasitsiomi is the Head of AI & Data Science at T. Rowe Price, where she’s been instrumental in creating and integrating innovative investment signals with the firm’s fundamental investing approaches. She also oversees the company’s new AI Labs and is responsible for formulating the strategy to adopt AI across the whole firm.

Tasitsiomi held significant roles at Forbes 500 companies such as Prudential Asset Management, Goldman Sachs & BlackRock. She started her finance career in quantitative finance, leading teams that developed investment, trading and risk management strategies.
 
Tasitsiomi has been a featured speaker at the Open Data Science Conference, Data Science Salon, The AI Summit, The Summit for Asset Management, The Financial Information Summit, The Global CIO Institute,, The AI & Finance Lecture Series and QuantStrats. She has been interviewed by The Economist, CIO Review Magazine, The Chicago Sun-Times and The Chicago Chronicle as well. 

Tasitsiomi holds a PhD in Astrophysics and a Master’s in Physics from the University of Chicago. She has previously served as a professor at Princeton University and is a well-published research author.

Blerina Uruçi

Chief U.S. Economist
T.Rowe Price Fixed Income Division

Blerina Uruçi is a U.S. economist in the Fixed Income Division at T. Rowe Price. She contributes to the formulation of investment strategy and supports investment and client development activities throughout the firm, specifically focusing on the outlook for the U.S. economy, inflation and monetary policy.

Uruçi’s investment experience began in 2007. Before joining T. Rowe Price in 2022, Uruci was a senior U.S. economist in the Washington, D.C., office of Barclays Capital. Previously, she was a European economist with Barclays’ London office, where she was accountable for the U.K. market.

Uruçi earned a BSc with first-class honors in Economics and Politics from the University of Bath in Bath, England and an MSc in Economics from the London School of Economics and Political Science.

Lisa Abramowicz

Co-Anchor
Bloomberg Television and Radio

Lisa Abramowicz co-anchors “Bloomberg Surveillance” on Bloomberg Television and Bloomberg Radio. She previously co-hosted “Bloomberg Markets” from 10 a.m.–noon EST on Bloomberg Radio and was a member of Bloomberg Television’s on-air markets desk. She also served as a columnist and reporter at Bloomberg focusing on fixed-income markets.  

Abramowicz graduated from the University of Chicago. 

Brett M. Amendola

Managing Partner
Wooster Square Advisors

Brett M. Amendola has successfully leveraged his more than 30 years 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 from 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 in 2008 and the Hartford Business Journal 40 Under 40 Award in 2008. Amendola earned a bachelor’s degree in financial management from Quinnipiac University and serves on Quinnipiac’s Board of Trustees. 

Bobby Barnes

Head of Quantitative Index Solutions
Fidelity Investments

Bobby Barnes is head of the Quantitative Index Solutions (QIS) group at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to institutions, financial intermediaries and individuals.

QIS designs and manages proprietary indices covering equity, fixed income and multi-asset class investment vehicles. The index solutions created by the QIS group enable shareholders to gain unique market exposures via factor of thematic indices that leverage Fidelity’s proprietary investment insights.

Prior to assuming his current position, Barnes was a quantitative analyst responsible for conducting alpha research to generate stock ideas. He also advised portfolio managers on portfolio construction techniques to manage risk.

Prior to joining Fidelity as a quantitative intern in 2008, Barnes worked as a systems engineer at Freescale Semiconductor and at NASA Ames Research Center. He has been in the financial industry since joining Fidelity full time in 2009.

Barnes earned his Bachelor of Science, summa cum laude, in Electrical Engineering from North Carolina State University and his Master of Science, magna cum laude, in Electrical Engineering from Stanford University. Additionally, he earned his Master of Business Administration from Harvard Business School.

Zach Buchwald

Chairman and Chief Executive Officer
Russell Investments

Zach Buchwald is Chairman and Chief Executive Officer of Russell Investments. Buchwald is responsible for driving Russell Investments’ strategy and results at a time when the firm’s customized, client-focused approach directly aligns with the need for specialized portfolio solutions.

Buchwald joined Russell Investments in 2023 from BlackRock, where he served as the head of its $2 trillion Institutional Business. Earlier he led BlackRock’s Financial Institutions Group and helped establish its Retirement Solutions and Financial Markets Advisory platforms. Prior to this, Buchwald served as a managing director at Morgan Stanley, where he led the bank’s collateralized loan obligation (CLO) business.

Buchwald frequently addresses the challenges of financial security and retirement in his thought leadership and commentary, which has been featured in Newsweek and Fortune. He is a graduate of Harvard University and lives with his family in Seattle.

Al Capra

Managing Director and Head of Insurance Banking
Sumitomo Mitsui Banking Corporation

Al Capra recently joined Sumitomo Mitsui Banking Corporation (SMBC) as a Managing Director and Head of Insurance Banking within its Global Financial Institutions Group. With a career on Wall Street that spans 30+ years, Capra is recognized as a seasoned and trusted advisor to insurance industry executives.

Capra is responsible for delivering corporate and investment banking solutions to domestic and foreign insurance clients. Prior to joining SMBC in 2023, he served as a Managing Director within Banking Americas at Mizuho Americas for eight-plus years. Prior to joining Mizuho in 2015, Capra spent 9 years at Société Générale where, as a Senior Banker, he developed and led the firm’s U.S. Insurance Practice across Coverage & Investment Banking and Global Markets. Prior to becoming a banker in 2006, Capra covered the insurance industry as a sell-side equity research analyst for over 13 years. He began his career at Salomon Brothers in 1990.

Capra serves as a member of the Board of Directors for the Brookville Center for Children’s Services. He has also committed time toward high school and college mentoring opportunities, including the NY STEPS Youth Mentoring Program for the Office of the Mayor of NYC, Wall Street Bound Inc. and iMentor.

Kristen Castell

Managing Director
Center of Accelerating Financial Equity (CAFE)

Kristen Castell is currently the managing director for the Center of Accelerating Financial Equity (CAFE), a nonprofit that advances financial wellness for underserved communities through financial technology (FinTech) innovation and partnerships. Castell has deep experience as a product executive at large financial institutions, spending over a decade at BlackRock and years at JPMorgan building a $20 billion-plus investment platform. After growing her career as a finance executive, she became an entrepreneur, serving on the founding team as Chief Operating Officer for Seeds, a FinTech for personalized, values-aligned investing.

Castell serves on many boards and in advisory roles for companies and nonprofits, including Telosa Foundation, ShareChange and MicroDreams Foundation. She was recently named an Inspiring Fintech Female for 2023 by NYC Fintech Women for her work advocating for and connecting women FinTech founders.

Jimmy C. Chang, CFA

Chief Investment Officer
Rockefeller Global Family Office

Jimmy C. Chang, CFA, is the chief investment officer of the Rockefeller Global Family Office. He is a member of the firm’s management committee and a Chartered Financial Analyst®. Chang has spent more than 16 years with Rockefeller.

Before becoming CIO in 2020, he was the chief investment strategist and a senior portfolio manager where he co-managed several equity strategies and oversaw the Fixed Income group. Before joining Rockefeller in 2004, Chang was a senior vice president, chief technology strategist and senior technology analyst at the U.S. Trust Company of New York, where he led technology equity research and co-managed a technology fund. He previously served as a senior marketing representative and advisory systems engineer at International Business Machines (IBM) from 1985–94.

He earned his MBA in Finance and International Business from New York University and a BS in Electrical Engineering from The Cooper Union.

Sal Cucchiara

Managing Director and Chief Information Officer of Wealth Management and Investment Management Technology
Morgan Stanley

Sal Cucchiara is a Managing Director and the Chief Information Officer of Wealth Management & Investment Management Technology for Morgan Stanley. He is responsible for the IT strategy as well as the design, development, delivery and support of commercial systems that drive growth for the firm’s Wealth Management and Investment Management business lines. This includes the newly acquired businesses of E*TRADE, Shareworks (Solium) and Eaton Vance. Cucchiara is also a member of the Technology and Wealth Management Operating Committees.

Prior to joining Morgan Stanley in 2016, Cucchiara spent 20 years at Bank of America Merrill Lynch, where he was the Chief Information Officer and Head of the Wealth & Banking Solutions Technology organization. He has an MBA from Fordham with a concentration in Information Systems and a BS in Computer Science from the University of Scranton.

Cucchiara serves on the board of the Wall Street Technology Association, the National Center for Women & Information Technology, and the New York CIO Advisory Board and is a Technology Advisory Member for Year Up.

Celia Dallas

Chief Investment Strategist
Cambridge Associates

As chief investment strategist for Cambridge Associates, Celia Dallas is responsible for formulating its global investment strategy. Since joining Cambridge Associates in 1996, Dallas has contributed to research initiatives and publications covering a wide range of capital market and investment planning topics, including portfolio construction, endowment spending, liquidity management and tactical asset allocation. She is the author of its quarterly publication, VantagePoint, in which she shares its house view and advice. She is a frequent presenter and discussion moderator at the firm’s roundtables and industry conferences.

Before joining Cambridge Associates, Dallas was a consultant for Harlan Brown & Co, a competitive intelligence consulting firm. In this position, she researched, wrote and presented market analysis commissioned by Fortune 500 clients on a variety of consumer and industrial products. She also worked for the Employee Benefit Research Institute (EBRI), where she conducted research on retirement income security issues.

She has an MBA from the Darden School of Business at the University of Virginia and a BA from the University of Pennsylvania. She is a board member at Virginia Environmental Endowment.

Matthew D'Alto

Head of Research
Corbin Advisors

Matt D’Alto is Head of Research at Corbin Advisors. He has 30 years of finance experience, including 20 years on the buy side as a senior analyst and portfolio manager across several long-only institutional money managers such as TimesSquare Capital Management, J&W Seligman and Putnam Investments. Through his capital markets experience, he regularly met and communicated with senior management teams and investor relations officers of hundreds of U.S.-based companies across different sectors and market capitalization. Prior to joining Corbin, he was Director of Research at Guidepoint, a global expert network, in charge of all research and buy-side content development in the enterprise software space. 

Stefania Di Bartolomeo

Founder and CEO
Physis Investment

Stefania Di Bartolomeo founded Physis with a vision to disrupt the financial system and empower investors to have an impact. As CEO, Di Bartolomeo has developed Physis from an idea to an award-winning wealth management platform.

A skilled portfolio manager, Di Bartolomeo has advised institutional investors with $90 billion in assets on sustainable portfolio implementation. Previously, Di Bartolomeo worked at Sella SGR as the youngest impact investing fund manager in Europe. She managed a multi-asset global allocation fund which grew from $16 million to $100 million of assets under management in two years. Di Bartolomeo was also the first fund manager to provide a methodology for impact reporting, reaching over 6,000 individual investors with her report.

Di Bartolomeo serves as a mentor for Harvard University’s Undergraduate Women in Business community and as a global strategy director for Harvard Alumni Entrepreneurs. Previously, she served as President of the Harvard Environmental Club and as a member of the Harvard Sustainable Leadership Council. She has also published two books on sustainable finance and given guest lectures on sustainable investing at universities around the world.

Di Bartolomeo received her undergraduate degree in economics and finance from Bocconi University in Italy and earned a master’s degree in sustainability from Harvard.

Gaetano "Tony" DiPietro​

Managing Director of Corporate Strategy and Head of Client Relations
Piedmont Fund Services

Tony DiPietro is the Managing Director of Corporate Strategy and Head of Client Relations at Piedmont Fund Services, responsible for developing and executing strategic initiatives across the organization while optimizing operations, enhancing client services and improving financial performance.

DiPietro held several roles at BlackRock Inc. from 2003–19. He was a founding member and COO of the newly formed Fund of Hedge Fund Business (FOF) division. He provided leadership in the growth of the business which launched with $200 million in assets and grew to $3 billion across 8+ types of products. DiPietro also developed the new client service team at BlackRock Inc., responsible for servicing the firm’s top 100 institutional clients. While developing the group, he further identified new client solutions and offered thought leadership to clients directly. Prior to joining Piedmont, DiPietro was Executive Director at S&P Global where he led the global customer service team for the tax solutions group within the Platforms and Regulatory Compliance (PRC) business.

DiPietro is a graduate of Quinnipiac University with a bachelor’s degree in international business. DiPietro resides in the greater Boston area with his wife and children.

Jason Draho, PhD

Head of Asset Allocation Americas
UBS Global Wealth Management

Jason Draho is a Managing Director and Head of Asset Allocation Americas for UBS Global Wealth Management. He is the Chair of the U.S. Investment Strategy Committee. In this capacity, Draho oversees the strategic and tactical asset allocation recommendations for approximately $1.7 trillion in invested assets. He is also responsible for the UBS House View suite of 43 discretionary portfolios with over $24 billion in assets.

Draho leads the U.S. investment process by developing analytical tools and working with asset class, thematic, private market and ESG experts to generate recommendations for financial advisors and clients. He has also published a number of widely read reports on IPOs and SPACs, analyzing the implications and opportunities for investors, business owners and executives.

He speaks frequently with financial advisors, clients and the media, including CNBC, Bloomberg and The WSJ, presenting UBS’ views and specific investment recommendations.

Prior to joining UBS, Draho spent nine years at Morgan Stanley, eventually becoming the firm’s Global Cross-Asset Strategist. He focused on global asset allocation for institutional clients, providing investment recommendations on equities, fixed income, currencies and commodities.

Draho holds a PhD in Economics from Yale University and a Bachelor of Science from the University of Manitoba.

Tom Eck

SVP of Digital Transformation, Fiserv

Tom Eck is Fiserv’s Senior Vice President of Digital Transformation. Prior to Fiserv, Eck was the Global CTO of Industry Platforms and Financial Services at IBM, Head of Emerging Technologies at First Data and held technology leadership positions at CIT Group, Bank of America Merrill Lynch and The Associated Press, in addition to serving as founder of several tech startups.

His nearly 30 years’ experience is powered by a BS in Chemistry, MS in Computer Science and MS in Biotechnology, and he is a dissertation away from a PhD in Computational Biology and Molecular Biophysics.

Throughout his career, Eck has been an active researcher in AI and deep learning. He likes to say that he got started in AI way back when it was “hard to do.”

Eck is a recognized thought leader in AI as well as the FinTech and banking modernization fields and is active in the conference, podcast and blogging circuits.

Michael Gapen

Managing Director, Head of U.S. Economics
BofA Global Research

Based in New York, Michael Gapen is responsible for the firm’s outlook for the U.S. economy, in particular U.S. monetary policy, the impact of financial markets on the economy and consumer spending behavior.

Gapen joined Bank of America in 2022 from Barclays, where he was head of U.S. Economics Research and, following his appointment as Asset Allocation Strategist in January 2012, took on additional responsibility for forming the firm’s asset allocation views and marketing them to clients.

Gapen joined Barclays from the Board of Governors of the Federal Reserve, where he was a section chief responsible for monetary and financial market analysis. He assisted the Board and the FOMC in the formulation of monetary policy and the Federal Reserve’s response to the financial crisis. Prior to that, he served as an economist with the International Monetary Fund.

Gapen has taught finance and economics at Indiana University, the University of Notre Dame and Johns Hopkins University. He has also guest lectured at the School of International and Public Affairs at Columbia University. He is a frequent commentator on news media outlets, including Bloomberg TV, CNBC and TV Tokyo, and is often cited in print and online media.

Stacey Gilbert

Chief Investment Officer, Portfolio Manager
Glenmede Investment Management

Stacey Gilbert is the chief investment officer of Glenmede Investment Management LP and co–portfolio manager of Derivatives. Gilbert oversees portfolio management, research and trading operations. She also shapes investment strategy and implementation.

Prior to joining Glenmede, Gilbert served as the head of derivative strategy at Susquehanna Financial Group. In this role, she led a team responsible for providing market commentary, actionable ideas, and trading strategies driven by catalyst events, breaking news and sector analysis. During her more than two decades at Susquehanna, she held several leadership positions including key senior positions on the trading desk and the American Stock Exchange. Gilbert also led the company’s Education department.

Gilbert earned a Bachelor of Arts in Mathematics with a minor in economics from Dartmouth College.

Katie Greifeld

Anchor and Reporter
Bloomberg Media

Katie Greifeld anchors “Bloomberg Markets” at 10 a.m. ET daily and “ETF IQ” every Monday from New York. “Bloomberg Markets” focuses on the equity markets and single stock stories and features C-suite interviews. She will jointly host the daily “Wall Street Week” segment along with David Westin, host of “Wall Street Week.”

In addition, Greifeld covers financial markets and exchange-traded funds for Bloomberg News with a focus on fixed income. Greifeld joined Bloomberg in 2016 after graduating from the Columbia University School of Journalism with a master’s degree. She majored in political science at Haverford College.

Larry Hamdan

Chairman of Mergers and Acquisitions, Americas
Barclays

Larry Hamdan is chairman of mergers and acquisitions for the Americas within the U.K. investment bank at Barclays. Based in New York, he is also a member of the Americas Banking Operating Committee.

Prior to joining Barclays in 2010, he worked for 21 years at Credit Suisse, where he was vice chairman of global mergers and acquisitions. He also served as the global co-head of the industrial group at Credit Suisse.

Hamdan has extensive experience advising numerous clients on more than $500 billion of transactions, including Danaher on its $21 billion acquisition of GE’s BioPharma division, US Airways on its $30 billion merger with American Airlines and TRW on its $12 billion hostile defense and sale to Northrop Grumman. Hamdan has also advised numerous clients facing demands from hedge fund activists.

He earned an AB in Economics, magna cum laude, from Princeton University; a JD, magna cum laude, from Harvard Law School; and an MBA with high distinction from Harvard Business School, where he was a Baker Scholar.

Kathy Jones

Managing Director and Chief Fixed Income Strategist
Charles Schwab

Kathy Jones is responsible for interest rate and currency analysis and fixed income education for Schwab clients and the public.

Prior to joining Schwab in 2011, Jones was a fixed income strategist at Morgan Stanley, where she specialized in global macro strategy covering domestic and international bonds and foreign exchange. She has also been a consultant in the alternative investment area and previously served as executive vice president of the Debt Capital Markets division of Prudential Securities.

Jones has analyzed global bonds, foreign currency and commodity markets extensively throughout her career as an investment analyst and strategist, working with both institutional and retail clients. She makes regular broadcast appearances on Bloomberg TV, Yahoo Finance and CNBC and is often quoted by The Wall Street Journal, The New York Times, The Financial Times and Reuters. She holds an MBA in Finance from the Kellogg Graduate School of Management at Northwestern University and a BA with honors in English Literature from Northwestern University.

Jitania Kandhari

Deputy CIO of the Solutions and Multi-Asset Group
Morgan Stanley

Jitania Kandhari is the deputy CIO of the Solutions and Multi-Asset Group, co-lead portfolio manager for the Active International Allocation Strategy, and head of macro and thematic research for the Emerging Markets Equity team at Morgan Stanley.

She joined Morgan Stanley in 2006 and has 24 years of investment experience in global macroeconomics, country and market analytics, currencies and thematic investments. Kandhari was named in Citywire’s Top 20 Female Portfolio Managers in the U.S. for 2021.

Prior to joining the firm, Kandhari was an associate vice president in private banking at ABN AMRO (Royal Bank of Scotland). Kandhari began her career in India at First Global Securities in Indian equities.

She holds a Bachelor of Commerce in Advanced Financial and Management Accounting and an MMS in Finance, both from the University of Mumbai.

Evan Katz

Managing Director, Crawford Ventures, Inc.

Evan Katz is Managing Director of Crawford Ventures Inc., a leading Manhattan-based alternative asset investment firm that forms, grows, holds interests in and raises substantial investor capital for compelling hedge funds, private equity funds and other alternative investment funds. Katz was voted by the hedge fund industry as its best fundraiser, for all of the three most recent consecutive years, in the annual Hedgeweek awards.

Katz has worked on Wall Street since 2003 and is highly regarded as an expert on alternative asset best practices, institutional investors, family offices and successful large-scale fundraising.

Katz was twice-elected to the Hedge Fund Association (HFA) Board of Directors and served from 2014–19. Prior, he served on the HFA Advisory Board from 2012–14 and received the Young Leadership Award at the 2011 Hedge Fund Summit. Katz has been quoted numerous times in the hedge fund and finance press and is a frequent featured speaker and panelist at leading hedge fund conferences, symposia and webinars. Katz supports numerous hedge fund, Wall Street and other philanthropic causes, including Hedge Funds Care / Help For Children.

Katz lives in New York City with his wife Ruth, an executive director at Morgan Stanley, and their daughter.

David Kelly, CFA, PhD

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 with their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC and other financial news outlets.

Before joining J.P.Morgan Asset Management, he was an 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.

Debra Liebowitz

Provost
Quinnipiac University

In her three years at Quinnipiac, Debra Liebowitz has played a key role in earning Board of Trustees support for unprecedented investments in academic facilities and faculty hiring. These initiatives include a new School of Business and a strategic faculty hiring initiative to build distinctive academic offerings, promote interdisciplinary collaborations and advance the recruitment, retention and success of underrepresented faculty and students.  

Both at Quinnipiac and at Drew University, where she previously served as provost and dean of the College of Liberal Arts and Caspersen School of Graduate Studies, Liebowitz has a long history of developing partnerships with industry, community organizations and other colleges and universities. She is currently leading the academic components of a unique university-wide strategic partnership between Quinnipiac and Hartford HealthCare that includes internship, employment and clinical placement opportunities for students. She is also the PI on a U.S. Small Business Administration grant (2022–24) partnering with the Connecticut Community Outreach Revitalization Program (ConnCORP) to create an adult entrepreneurship academic program for minority, women and veteran small business owners.  

Liebowitz serves on the editorial board of the Journal of Human Rights and is on the Diversity, Equity and Inclusion Global Advisory Board of the Future Talent Council. 

Matthew Luzzetti

Chief U.S. Economist and Head of U.S. Economic Research
Deutsche Bank

Matthew Luzzetti is Chief US Economist and Head of US Economic Research at Deutsche Bank in New York. He was previously an economist in DB’s Office of the Chief Economist in London. In 2017, Matthew was named to Business Insider’s Rising Stars on Wall Street Under 35. His research has appeared in several books on economic policy and in refereed macroeconomics journals.

Luzzetti holds a PhD in Economics from the University of California, Los Angeles. While at UCLA, he worked at the U.S. Department of the Treasury in the Office of Financial Research. Prior to graduate school, he spent two years as a research analyst in the macroeconomics department at the Federal Reserve Bank of Philadelphia.

Arezu Moghadam

Managing Director,
J.P. Morgan Asset Management

Arezu Moghadam is a Managing Director and Global Head of Data Science in Asset Management. Moghadam leads the development of artificial intelligence and machine learning methods to drive innovative solutions for data-driven investment decision-making, improved client engagement and operational efficiencies.

Moghadam has held numerous data science leadership positions with top-tier asset management firms for more than 13 years. Moghadam joins JPMAM from Point72 where she was Head of Quantitative Analytics for its Market Intelligence unit. Previously, Moghadam was Lead Quantitative Investment Researcher at Stone Ridge Asset Management. Moghadam also has held leadership roles in OppenheimerFunds’ Global Multi-Asset Group and Goldman Sachs’ Global Portfolio Solutions.

Moghadam has a PhD and Master of Philosophy in Computer Science & Mathematics from Columbia University, as well as a master’s in Electrical, Electronics and Communication Engineering from the University of Pennsylvania.

Peter Oades

Senior Vice President and Chief Investment Officer
Aetna, Inc.

Peter Oades oversees and directs Aetna’s over $34 billion diversified investment portfolio as well as the $5.4 billion pension assets. Oades also manages Aetna’s large case pension and long-term care operations.   

Prior to his appointment as chief investment officer, Oades directed the fixed income portfolio management group of Aetna since February 2008. He was responsible for Aetna’s $20 billion fixed income group, overseeing the portfolio management of both short-term and long-term fixed income investments. Previously, Oades was the Senior Portfolio Manager responsible for managing Aetna’s emerging market bond portfolio. Oades has been responsible for managing asset-backed, investment-grade corporate and high-yield bond portfolios. He joined Aetna as an associate actuary in the investment risk management group, later moving into portfolio management. Before his career at Aetna, Oades worked in various actuarial positions at both The Travelers and The Hartford.  

Oades is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries and a Chartered Financial Analyst. He is actively involved in fundraising for Connecticut Children’s Medical Center.  

When they can, he and his wife, Carol, enjoy the opportunity to travel. They split their residence between Miami and West Hartford along with their dog Boomer. 

Sébastien Page, CFA

Head of Global Multi-Asset and Chief Investment Officer
T. Rowe Price

Sébastien Page, CFA, is head of global multi-asset and chief investment officer 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 responsible for tactical investment decisions across asset allocation portfolios. His multi-asset team manages $407 billion as of Aug. 31, 2022, including $337 billion in target date retirement products. He is also a member of the Management Committee.

Prior to joining T. Rowe Price 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 author of “Beyond Diversification: What Every Investor Needs to Know About Asset Allocation” (McGraw Hill, 2020) and the co-author of the book “Factor Investing and Asset Allocation” (CFA Institute Research Foundation, 2016). He is a member of the editorial board of The Journal of Portfolio Management and Financial Analysts Journal and the Research Committee of the Institute for Quantitative Research in Finance (Q Group).

Dana M. Peterson

Chief Economist
The Conference Board

Dana M. Peterson is the chief economist and leader of the Economy, Strategy and Finance Center at The Conference Board. Prior to this, she served as a North America economist and later as a global economist at Citi, the world’s largest investment bank. Her wealth of experience extends to the public sector, having also worked at the Federal Reserve Board in Washington, D.C.

Peterson’s wide-ranging economics portfolio includes analyzing global themes having direct financial market implications, including monetary policy, inflation, labor markets, fiscal and trade policy, debt, taxation, ESG, consumption and demographics. Her work also examines myriad U.S. themes leveraging granular data.

Peterson’s research has been featured by U.S. and international news outlets, both in print and broadcast. Publications and networks include CNBC, FOX Business, Bloomberg, Thomson Reuters, CNN Finance, Yahoo Finance, TD Ameritrade, Barron’s, The Financial Times and The Wall Street Journal. She is a member of the Board of Directors of NBER, NABE and the Global Interdependence Center; the 1st Vice Chair of the New York Association for Business Economics (NYABE), and a member of NBEIC, the Forecasters Club and the Council on Foreign Relations.

Holly Raider, PhD

Dean
Quinnipiac University School of Business

Holly J. Raider is leading the Quinnipiac School of Business in planning a state-of-the-art new building, launching executive education and innovative new programs such as FinTech and Sport and Entertainment Management, and leading the capital campaign for the school. She serves on the executive committee of the partnership between Quinnipiac and Hartford HealthCare. Dean Raider is a member of the AACSB Business Practices Council.

An award-winning educator, Dean Raider has advanced the access, quality and impact of business education in a career spanning several distinguished business schools, including the Kellogg School of Management at Northwestern University, the Booth School of Business at the University of Chicago and INSEAD in France. Dean Raider has more than 25 years of experience as an educator and leader of collaborative global partnerships with corporations, government, healthcare systems, professional sports organizations and international universities.

Dean Raider is an expert in strategy, leadership change, business transitions and stakeholder engagement in high-stakes, turn-around situations. Dean Raider’s article “How to Strengthen Your Network When You are Just Starting Out” was featured in HBR’s special issue on the New Rules of Networking. Dean Raider was honored with a teaching award from Northwestern’s Business Institutions Program and a Northwestern Wildcat Excellence Award.

Robert W. Sharps

Chief Executive Officer and President
T. Rowe Price Group, Inc.

Robert Sharps is the chair of T. Rowe Price Group Inc.’s Executive, Management, and Management Compensation and Development Committees, and he has been a director since January 2022.

Sharps has been with T. Rowe Price since 1997, beginning as an analyst specializing in financial services stocks, including banks, asset managers and securities brokers, in the U.S. Equity Division. In 2016, Sharps assumed an investment leadership position as co-head of Global Equity, when he joined the Management Committee.

In February 2021, Sharps became president of T. Rowe Price Group; he was named chief executive officer in January 2022. Prior to T. Rowe Price, he interned as an equity research analyst at Wellington Management, and he was employed by KPMG Peat Marwick as a senior management consultant, where he focused on corporate transactions, before leaving to pursue his MBA in 1995. He also has earned the Chartered Financial Analyst® designation.

Sharps serves on the board of directors of the Baltimore Curriculum Project. He previously served on the St. Paul’s School board of trustees and was chair of the investment committee from 2015–20. He also spent six years on Towson University’s College of Business and Economics alumni advisory board.

Robert Tipp

Managing Director, Chief Investment Strategist and Head of Global Bonds
PGIM Fixed Income

Robert Tipp, CFA, is a managing director, chief investment strategist and head of global bonds at PGIM Fixed Income. Tipp is also one of the co-heads on the Multi-Sector Team. Tipp has worked at the firm since 1991 and held various senior investment manager and strategist roles.

Prior to joining the firm, he was a director in the Portfolio Strategies Group at the First Boston Corporation, where he developed, marketed and implemented strategic portfolio products for money managers. Before that, he was a senior staff analyst at the Allstate Research and Planning Center and managed fixed income and equity derivative strategies at Wells Fargo Investment Advisors. He received a BS in Business Administration and an MBA from the University of California, Berkeley. Tipp also holds the Chartered Financial Analyst (CFA) designation.

Blerina Uruçi

Chief U.S. Economist
T.Rowe Price Fixed Income Division

Blerina Uruçi is a U.S. economist in the Fixed Income Division at T. Rowe Price. She contributes to the formulation of investment strategy and supports investment and client development activities throughout the firm, specifically focusing on the outlook for the U.S. economy, inflation and monetary policy.

Uruçi’s investment experience began in 2007. Before joining T. Rowe Price in 2022, Uruci was a senior U.S. economist in the Washington, D.C., office of Barclays Capital. Previously, she was a European economist with Barclays’ London office, where she was accountable for the U.K. market.

Uruçi earned a BSc with first-class honors in Economics and Politics from the University of Bath in Bath, England and an MSc in Economics from the London School of Economics and Political Science.

Brett M. Amendola

Managing Partner
Wooster Square Advisors

Brett M. Amendola has successfully leveraged his more than 30 years 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 from 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 in 2008 and the Hartford Business Journal 40 Under 40 Award in 2008. Amendola earned a bachelor’s degree in financial management from Quinnipiac University and serves on Quinnipiac’s Board of Trustees. 

Bobby Barnes

Head of Quantitative Index Solutions
Fidelity Investments

Bobby Barnes is head of the Quantitative Index Solutions (QIS) group at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to institutions, financial intermediaries and individuals.

QIS designs and manages proprietary indices covering equity, fixed income and multi-asset class investment vehicles. The index solutions created by the QIS group enable shareholders to gain unique market exposures via factor of thematic indices that leverage Fidelity’s proprietary investment insights.

Prior to assuming his current position, Barnes was a quantitative analyst responsible for conducting alpha research to generate stock ideas. He also advised portfolio managers on portfolio construction techniques to manage risk.

Prior to joining Fidelity as a quantitative intern in 2008, Barnes worked as a systems engineer at Freescale Semiconductor and at NASA Ames Research Center. He has been in the financial industry since joining Fidelity full time in 2009.

Barnes earned his Bachelor of Science, summa cum laude, in Electrical Engineering from North Carolina State University and his Master of Science, magna cum laude, in Electrical Engineering from Stanford University. Additionally, he earned his Master of Business Administration from Harvard Business School.

Jim Bianco, CMT

President
Bianco Research

Jim Bianco, CMT, is president and macro strategist at Bianco Research, LLC. Since 1990, Bianco’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Bianco has built a decades-long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, his wide-ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets.

Jimmy C. Chang, CFA

Chief Investment Officer
Rockefeller Global Family Office

Jimmy C. Chang, CFA, is the chief investment officer of the Rockefeller Global Family Office. He is a member of the firm’s management committee and a Chartered Financial Analyst®. Chang has spent more than 16 years with Rockefeller.

Before becoming CIO in 2020, he was the chief investment strategist and a senior portfolio manager where he co-managed several equity strategies and oversaw the Fixed Income group. Before joining Rockefeller in 2004, Chang was a senior vice president, chief technology strategist and senior technology analyst at the U.S. Trust Company of New York, where he led technology equity research and co-managed a technology fund. He previously served as a senior marketing representative and advisory systems engineer at International Business Machines (IBM) from 1985–94.

He earned his MBA in Finance and International Business from New York University and a BS in Electrical Engineering from The Cooper Union.

Aroop Chatterjee

Global Macro Strategist, Foreign Exchange and Emerging Markets, MD
Wells Fargo

Aroop Chatterjee is a global macro strategist with more than 15 years of experience covering foreign exchange and emerging markets. Prior to joining Wells Fargo, he was managing director and head of FX & EM Macro Strategy, Americas for Barclays in New York. He was responsible for developing the bank’s outlook and recommendations across EM FX and local rates markets, determining the view on the USD and CAD and contributing to the broader view on global FX.

Over the course of his tenure at Barclays, Chatterjee helped develop various frameworks for analyzing FX markets, trading models/systematic strategies and hedging frameworks. He holds a BS in Materials Science & Engineering and Economics from Northwestern University and an MBA from the University of Chicago’s Booth School of Business.

Celia Dallas

Chief Investment Strategist
Cambridge Associates

As chief investment strategist for Cambridge Associates, Celia Dallas is responsible for formulating its global investment strategy. Since joining Cambridge Associates in 1996, Dallas has contributed to research initiatives and publications covering a wide range of capital market and investment planning topics, including portfolio construction, endowment spending, liquidity management and tactical asset allocation. She is the author of its quarterly publication, VantagePoint, in which she shares its house view and advice. She is a frequent presenter and discussion moderator at the firm’s roundtables and industry conferences.

Before joining Cambridge Associates, Dallas was a consultant for Harlan Brown & Co, a competitive intelligence consulting firm. In this position, she researched, wrote and presented market analysis commissioned by Fortune 500 clients on a variety of consumer and industrial products. She also worked for the Employee Benefit Research Institute (EBRI), where she conducted research on retirement income security issues.

She has an MBA from the Darden School of Business at the University of Virginia and a BA from the University of Pennsylvania. She is a board member at Virginia Environmental Endowment.

Anupam Damani

Head of International & Emerging Markets Debt Strategy; Co-Head of Global Fixed Income Portfolio Management
Nuveen, A TIAA Company

Anupam Damani is a portfolio manager for Nuveen’s global fixed income team and serves as the sector lead for sovereign credit, global rates and foreign currency. She is the co-head of global fixed income portfolio management as well as a portfolio manager for Nuveen’s suite of emerging markets debt strategies and the international bond strategy. Damani is also a member of the Fixed Income Investment Committee, which discusses and debates investment policy for all global fixed income products.

Previously, Damani was the sovereign research analyst for the 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 was ranked as one of the Top 20 Female Portfolio Managers in the United States by Citywire Professional Buyer magazine in 2018 and 2019.

Damani graduated with a BA in Political Science and Economics from Calcutta University in India and an MBA in Financial and Investment Management from Pace University, New York. She holds the CFA® designation.

David Duong, CFA

CFA, Head of Research
Coinbase International

David Duong currently leads the cryptocurrency research effort for Coinbase Institutional, creating educational materials and market intelligence for the asset management community. His work focuses on market views, macro trends, tokenomics and systematic trading strategies. He was previously the head of Latin America FX research at HSBC, managing coverage on emerging markets, and spent over 17 years working in rates, macroeconomics and quantitative modeling.

Duong has a BA in Computer Science and Political Science from Colgate University and an MSc from the London School of Economics. He is also a CFA® charterholder.

Lisa Emsbo-Mattingly, CBE

Managing Director of Research
Fidelity Investments

Lisa Emsbo-Mattingly is a managing director of research in the Asset Allocation Research Team (AART) at Fidelity Investments. In this role, Emsbo-Mattingly is responsible for conducting economic, fundamental and quantitative research to develop asset allocation and macro investment recommendations for Fidelity’s portfolio managers and investment teams. AART is responsible for combining empirical research with foundational principles to execute a comprehensive, global and forward-looking approach to asset allocation across temporal segments of the economy and asset markets. 

Prior to assuming her current position, Emsbo-Mattingly was head of economic research. In this capacity, she built a winning track record of combining economic insight with investment recommendations. 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).

Emsbo-Mattingly earned her Bachelor of Arts in Economics and Government from Oberlin College and her Master’s in Economics from Boston University. She is the former president of the National Association for Business Economics and of the Boston Economic Club. She is currently the head of the Conference of Business Economists.

Michael Gapen

Managing Director, Head of U.S. Economics
BofA Global Research

Based in New York, Michael Gapen is responsible for the firm’s outlook for the U.S. economy, in particular U.S. monetary policy, the impact of financial markets on the economy and consumer spending behavior.

Gapen joined Bank of America in 2022 from Barclays, where he was head of U.S. Economics Research and, following his appointment as Asset Allocation Strategist in January 2012, took on additional responsibility for forming the firm’s asset allocation views and marketing them to clients.

Gapen joined Barclays from the Board of Governors of the Federal Reserve, where he was a section chief responsible for monetary and financial market analysis. He assisted the Board and the FOMC in the formulation of monetary policy and the Federal Reserve’s response to the financial crisis. Prior to that, he served as an economist with the International Monetary Fund.

Gapen has taught finance and economics at Indiana University, the University of Notre Dame and Johns Hopkins University. He has also guest lectured at the School of International and Public Affairs at Columbia University. He is a frequent commentator on news media outlets, including Bloomberg TV, CNBC and TV Tokyo, and is often cited in print and online media.

Stacey Gilbert

Chief Investment Officer, Portfolio Manager
Glenmede Investment Management

Stacey Gilbert is the chief investment officer of Glenmede Investment Management LP and co–portfolio manager of Derivatives. Gilbert oversees portfolio management, research and trading operations. She also shapes investment strategy and implementation.

Prior to joining Glenmede, Gilbert served as the head of derivative strategy at Susquehanna Financial Group. In this role, she led a team responsible for providing market commentary, actionable ideas, and trading strategies driven by catalyst events, breaking news and sector analysis. During her more than two decades at Susquehanna, she held several leadership positions including key senior positions on the trading desk and the American Stock Exchange. Gilbert also led the company’s Education department.

Gilbert earned a Bachelor of Arts in Mathematics with a minor in economics from Dartmouth College.

David Giroux, CFA

Chief Investment Officer, Head of Investment Strategy, Portfolio Manager
T. Rowe Price

David Giroux, CFA, is a portfolio manager in the U.S. Equity Division of T. Rowe Price Investment Management (TRPIM). He manages the Capital Appreciation Strategy, including the T. Rowe Price Capital Appreciation Fund. He serves as chief investment officer and head of investment strategy and is a member of both the TRPIM Investment Steering and ESG committees. 

Giroux is a five-time nominee and two-time winner of Morningstar’s Fund Manager of the Year award in the allocation category. Of Giroux, Morningstar said, “This portfolio manager belongs on the Mount Rushmore of the greatest investors of this decade.” The Capital Appreciation Fund has won 17 Best awards from Lipper since he became its portfolio manager in 2006 and it ranks in the top percentile of Lipper’s Mixed-Asset Target Allocation Growth classification for the 15 years ending Sept. 30, 2022. 

Giroux is the author of “Capital Allocation: Principles, Strategies, and Processes for Creating Long-Term Shareholder Value” (McGraw Hill, 2021). Giroux joined T. Rowe Price in 1998 as an associate analyst. Two years later, he became an analyst of the industrials, machinery, building products and automotive sectors. 

He holds a Bachelor of Arts, magna cum laude, in Finance and Political Economy from Hillsdale College as well as the Chartered Financial Analyst® designation.

Larry Hamdan

Chairman of Mergers and Acquisitions, Americas
Barclays

Larry Hamdan is chairman of mergers and acquisitions for the Americas within the U.K. investment bank at Barclays. Based in New York, he is also a member of the Americas Banking Operating Committee.

Prior to joining Barclays in 2010, he worked for 21 years at Credit Suisse, where he was vice chairman of global mergers and acquisitions. He also served as the global co-head of the industrial group at Credit Suisse.

Hamdan has extensive experience advising numerous clients on more than $500 billion of transactions, including Danaher on its $21 billion acquisition of GE’s BioPharma division, US Airways on its $30 billion merger with American Airlines and TRW on its $12 billion hostile defense and sale to Northrop Grumman. Hamdan has also advised numerous clients facing demands from hedge fund activists.

He earned an AB in Economics, magna cum laude, from Princeton University; a JD, magna cum laude, from Harvard Law School; and an MBA with high distinction from Harvard Business School, where he was a Baker Scholar.

Jeanine Hightower-Sellitto

Chief Strategy Officer
EDX Markets

Jeanine Hightower-Sellitto is the chief strategy officer of EDX Markets. In this role, she is responsible for the launch and growth of the EDX digital asset exchange. Prior to EDX, Hightower-Sellitto was the CEO of Atomyze LLC, a global fintech company that developed a tokenization platform and marketplace to digitize and modernize the sourcing, investing and trading of commodities.

From 2018-20, Hightower-Sellitto served as the managing director of operations at Gemini Trust Company, LLC, a chartered NY State Trust Company that operates a digital asset exchange and offers custodian services. In the 13 years prior, Hightower-Sellitto held several leadership roles including chief operating officer at the International Securities Exchange (ISE), a NASDAQ subsidiary that operates three securities exchanges. Hightower-Sellitto started her career in 1998 as a financial analyst in the Technology Investment Banking group of Wachovia Securities.

Currently, Hightower-Sellitto serves on the board of Digital Prime Technologies, which offers a full suite of turnkey prime services for traditional firms entering the digital asset space. She is a graduate of The University of North Carolina at Chapel Hill with degrees in economics and biology.

Bill Irving

CIO, Global Asset Allocation
Fidelity Investments

Bill Irving is chief investment officer of the Global Asset Allocation (GAA) group at Fidelity Investments. GAA is an investment team within Fidelity’s Asset Management Solutions division, an integrated investment, distribution and client service organization.

In this role, Irving oversees the portfolio management and trading/portfolio analysis of the Target Date, Retail Solutions and Canadian Multi-Asset Solution strategies. Additionally, he is responsible for working to develop and grow multi-asset capabilities and investment products.

Previously, Irving was a managing director of research in the GAA division, overseeing the GAA Quantitative Research, Manager Research and Portfolio Analysis teams. He also had oversight of Fidelity’s Counterparty Research team.

Irving earned his Bachelor of Science, Master of Science and Doctorate in Electrical Engineering from the Massachusetts Institute of Technology (MIT).

Jitania Kandhari

Deputy CIO of the Solutions and Multi-Asset Group
Morgan Stanley

Jitania Kandhari is the deputy CIO of the Solutions and Multi-Asset Group, co-lead portfolio manager for the Active International Allocation Strategy, and head of macro and thematic research for the Emerging Markets Equity team at Morgan Stanley.

She joined Morgan Stanley in 2006 and has 24 years of investment experience in global macroeconomics, country and market analytics, currencies and thematic investments. Kandhari was named in Citywire’s Top 20 Female Portfolio Managers in the U.S. for 2021.

Prior to joining the firm, Kandhari was an associate vice president in private banking at ABN AMRO (Royal Bank of Scotland). Kandhari began her career in India at First Global Securities in Indian equities.

She holds a Bachelor of Commerce in Advanced Financial and Management Accounting and an MMS in Finance, both from the University of Mumbai.

Evan Katz

Managing Director, Crawford Ventures, Inc.

Evan Katz is Managing Director of Crawford Ventures Inc., a leading Manhattan-based alternative asset investment firm that forms, grows, holds interests in and raises substantial investor capital for compelling hedge funds, private equity funds and other alternative investment funds. Katz was voted by the hedge fund industry as its best fundraiser, for all of the three most recent consecutive years, in the annual Hedgeweek awards.

Katz has worked on Wall Street since 2003 and is highly regarded as an expert on alternative asset best practices, institutional investors, family offices and successful large-scale fundraising.

Katz was twice-elected to the Hedge Fund Association (HFA) Board of Directors and served from 2014–19. Prior, he served on the HFA Advisory Board from 2012–14 and received the Young Leadership Award at the 2011 Hedge Fund Summit. Katz has been quoted numerous times in the hedge fund and finance press and is a frequent featured speaker and panelist at leading hedge fund conferences, symposia and webinars. Katz supports numerous hedge fund, Wall Street and other philanthropic causes, including Hedge Funds Care / Help For Children.

Katz lives in New York City with his wife Ruth, an executive director at Morgan Stanley, and their daughter.

Tom Keene, CFA

Anchor, Bloomberg Television and Radio

Tom Keene is the co-anchor of “Bloomberg Surveillance” on Bloomberg Television and Bloomberg Radio. In addition to his work on “Bloomberg Surveillance,” Keene provides economic and investment perspective to Bloomberg Television and to Bloomberg’s various news divisions. Keene also founded the “Chart of the Day” article, available on the Bloomberg Professional Service. Keene is editor of “Flying on One Engine: The Bloomberg Book of Master Market Economists,” published in 2005. (Two chapters appeared in the CFA Institute curriculum.) A graduate of the Rochester Institute of Technology, Keene is a Chartered Financial Analyst® and a member of the CFA Institute, the National Association for Business Economics, the American Economic Association and The Economic Club of New York.

David Kelly, CFA, PhD

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 with their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC and other financial news outlets.

Before joining J.P.Morgan Asset Management, he was an 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.

Jessica Long

Real Estate Trade Association

Jessica Long has just begun a new position at Real Estate Trade Association. Prior to that, she was the head of sustainability for Nuveen’s U.S. real estate portfolio. In that role, Long was responsible for the implementation of the firm’s “tomorrow’s world” sustainability platform, focusing on climate risk and meeting carbon reduction targets. She managed a team of internal sustainability professionals as well as external consultants that engaged at the asset level to achieve the firm’s sustainability goals.

Prior to joining the firm, Long led the sustainability program for JBG SMITH, a real estate investment trust focused on investment and redevelopment of real estate in the Washington, D.C., metro region.

Long is an active member of the sustainability community locally and nationally. She served as a co-chair of the host committee for USGBC’s Greenbuild Conference in 2015. In 2016, she was named Member of the Year for USGBC National Capital Region; in 2018 she was named Member of the Year for the NAIOP DC-MD chapter.

Long graduated with a BA in Business Administration and Communications, with a minor in economics, from McDaniel College. She holds LEED AP and EBOM and WELL AP accreditation, as well as the Fundamentals of Sustainability Accounting credential.

Judy D. Olian, PhD

President
Quinnipiac University

Judy D. Olian is President of Quinnipiac University, an institution with approximately 9,000 undergraduate and graduate students, 8 professional schools, a College of Arts and Sciences, 21 Division I athletic teams and graduates who achieve among the best employment outcomes in the country. The university is expanding its programs for both traditional and adult learners, is attracting diverse communities and innovative corporate partnerships, and is engaged in an ambitious set of capital projects.

Before joining Quinnipiac University, Olian served as dean of UCLA Anderson School of Management and John E. Anderson Chair in Management, dean and professor of management at the Smeal College of Business Administration at Pennsylvania State University, and professor and senior associate dean at the Smith School of Business at the University of Maryland. Olian also served as the chairman of the AACSB.

Among her other roles, Olian served or serves on Peking University Business School’s International Advisory Board, the Connecticut Workforce Council, the Business-Higher Education Forum, New Haven Promise, Hartford HealthCare, Catalyst and the Knight Commission on Intercollegiate Athletics, and chaired the Loeb Awards for Business Journalism.

She serves on the corporate boards of Ares Management LP, United Therapeutics and Mattel Inc.

Sébastien Page, CFA

Head of Global Multi-Asset and Chief Investment Officer
T. Rowe Price

Sébastien Page, CFA, is head of global multi-asset and chief investment officer 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 responsible for tactical investment decisions across asset allocation portfolios. His multi-asset team manages $407 billion as of Aug. 31, 2022, including $337 billion in target date retirement products. He is also a member of the Management Committee.

Prior to joining T. Rowe Price 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 author of “Beyond Diversification: What Every Investor Needs to Know About Asset Allocation” (McGraw Hill, 2020) and the co-author of the book “Factor Investing and Asset Allocation” (CFA Institute Research Foundation, 2016). He is a member of the editorial board of The Journal of Portfolio Management and Financial Analysts Journal and the Research Committee of the Institute for Quantitative Research in Finance (Q Group).

Dana M. Peterson

Chief Economist
The Conference Board

Dana M. Peterson is the chief economist and leader of the Economy, Strategy and Finance Center at The Conference Board. Prior to this, she served as a North America economist and later as a global economist at Citi, the world’s largest investment bank. Her wealth of experience extends to the public sector, having also worked at the Federal Reserve Board in Washington, D.C.

Peterson’s wide-ranging economics portfolio includes analyzing global themes having direct financial market implications, including monetary policy, inflation, labor markets, fiscal and trade policy, debt, taxation, ESG, consumption and demographics. Her work also examines myriad U.S. themes leveraging granular data.

Peterson’s research has been featured by U.S. and international news outlets, both in print and broadcast. Publications and networks include CNBC, FOX Business, Bloomberg, Thomson Reuters, CNN Finance, Yahoo Finance, TD Ameritrade, Barron’s, The Financial Times and The Wall Street Journal. She is a member of the Board of Directors of NBER, NABE and the Global Interdependence Center; the 1st Vice Chair of the New York Association for Business Economics (NYABE), and a member of NBEIC, the Forecasters Club and the Council on Foreign Relations.

Holly Raider, PhD

Dean
Quinnipiac University School of Business

Holly J. Raider is leading the Quinnipiac School of Business in planning a state-of-the-art new building, launching executive education and innovative new programs such as FinTech and Sport and Entertainment Management, and leading the capital campaign for the school. She serves on the executive committee of the partnership between Quinnipiac and Hartford HealthCare. Dean Raider is a member of the AACSB Business Practices Council.

An award-winning educator, Dean Raider has advanced the access, quality and impact of business education in a career spanning several distinguished business schools, including the Kellogg School of Management at Northwestern University, the Booth School of Business at the University of Chicago and INSEAD in France. Dean Raider has more than 25 years of experience as an educator and leader of collaborative global partnerships with corporations, government, healthcare systems, professional sports organizations and international universities.

Dean Raider is an expert in strategy, leadership change, business transitions and stakeholder engagement in high-stakes, turn-around situations. Dean Raider’s article “How to Strengthen Your Network When You are Just Starting Out” was featured in HBR’s special issue on the New Rules of Networking. Dean Raider was honored with a teaching award from Northwestern’s Business Institutions Program and a Northwestern Wildcat Excellence Award.

Anthony Scaramucci

Founder and Managing Partner, SkyBridge
Founder and Chairman, SALT

Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio.

Prior to founding SkyBridge in 2005, Scaramucci co-founded the investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in private wealth management at Goldman Sachs & Co.

In 2022, Scaramucci was ranked No. 47 in Cointelegraph’s Top 100 Influencers in Crypto and Blockchain. In 2016, he was ranked No. 85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s New York Financial Services “Entrepreneur Of The Year” Award. Scaramucci is a member of the Council on Foreign Relations (CFR) and a board member of the Federal Enforcement Homeland Security Foundation. He is the author of five books.

Scaramucci served on President Donald J. Trump’s 16-person Presidential Transition Team Executive Committee, and in 2017, briefly served as Chief Strategy Officer of the Export-Import (EXIM) Bank and White House Communications Director.

Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts in Economics from Tufts University and a Juris Doctor from Harvard Law School.

Peter Spiegel

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.

Jurien Timmer

Director of Global Macro
Fidelity Investments

Jurrien Timmer is the Director of Global Macro at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to institutions, financial intermediaries and individuals. Timmer is part of Fidelity’s Global Asset Allocation group, where he specializes in asset allocation and global macro strategy. Timmer has been at Fidelity for 28 years and has close to four decades of experience in the industry. He appears frequently in the media and can be seen on CNBC, Bloomberg and Fox Business. He is also on social media via Twitter and LinkedIn.

Prior to assuming his current position in 2005, Timmer held various other roles within Fidelity, including director of market research and technical research analyst. He also co-managed Fidelity Global Strategies Fund from 2007-14. Before joining Fidelity in 1995, Timmer was a vice president in the Fixed Income group at ABN AMRO Bank in New York. He has been in the investments industry since 1985.

Timmer earned his Bachelor of Science in Finance from Babson College. He was born and raised a Dutch citizen in Aruba, but has been living in the United States all of his adult life. He became a U.S. citizen in 2002. Timmer is a strong proponent of healthy work-life integration and is an avid cook and cyclist.

Blerina Uruçi

Chief U.S. Economist
T.Rowe Price Fixed Income Division

Blerina Uruçi is a U.S. economist in the Fixed Income Division at T. Rowe Price. She contributes to the formulation of investment strategy and supports investment and client development activities throughout the firm, specifically focusing on the outlook for the U.S. economy, inflation and monetary policy.

Uruçi’s investment experience began in 2007. Before joining T. Rowe Price in 2022, Uruci was a senior U.S. economist in the Washington, D.C., office of Barclays Capital. Previously, she was a European economist with Barclays’ London office, where she was accountable for the U.K. market.

Uruçi earned a BSc with first-class honors in Economics and Politics from the University of Bath in Bath, England and an MSc in Economics from the London School of Economics and Political Science.

Darren Wolf, CFA

Senior Investment Manager and Global Head of Investments – AIS
abrdn

Darren Wolf is a senior investment manager and is the global head of investments, alternative investment strategies at Aberdeen Standard Investments. As such, Wolf is responsible for working with and managing the investment team, which oversees hedge fund manager research, portfolio construction and top-down strategy research. Wolf joined Aberdeen Asset Management via the acquisition of Arden Asset Management LLC in 2015 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.

Tyler Wood, CMT

Managing Director, CMT Association

Tyler Wood, CMT, serves as managing director of the CMT Association, which aims to elevate investors’ mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics and continuous education. Wood is a seasoned business executive focused on educational technology for the financial services industry. Since 2011, Wood has presented the tools of technical analysis around the world to investment firms, regulators, exchanges and broker-dealers.

Wood is a familiar voice to many as the co-host of Fill the Gap — the official podcast of the CMT Association — and is a regular guest in university classrooms through the Academic Partner Program. Wood is also the co-founder of GoNoGo Charts, a data visualization tool that simplifies market analysis to remove emotional bias from investment decisions.

Prior to joining the CMT Association, Wood worked in management consulting and publishing. As an executive manager over the past 20 years, he has managed product, brand communications and sales teams to drive top-line revenue growth for public, private and non-profit entities. When he is not immersed in markets, Wood is hiking the Adirondacks with his family or playing percussion for various bands along the East Coast.

Lowell Yura

Head of Multi-Asset Solutions - North America, T. Rowe Price

Lowell Yura is the head of multi-asset solutions for North America within the Multi-Asset Division of T. Rowe Price. Yura and his team engage North American clients and prospects in consultative discussions to identify how T. Rowe Price can best meet their investment needs and objectives through the firm’s broad equity, fixed income and asset allocation investment capabilities.

Before joining T. Rowe Price in 2017, Yura was managing director and head of multi-asset solutions for BMO Global Asset Management in Chicago. Before BMO, Yura was managing director and head strategist of the Americas and U.K. for global investment solutions at UBS Global Asset Management. Earlier in his career, Lowell was a consulting actuary at Towers Perrin and an investment consultant at Mercer.

Yura has extensive experience in the design and management of investment solutions across a range of markets. His background includes responsibility for global balanced, global tactical asset allocation, liquid alternative and overlay strategies for U.S. mutual funds and separate accounts.

He also has earned the Chartered Financial Analyst® and Associate of the Society of Actuaries designations.

Brett M. Amendola

Managing Partner
Wooster Square Advisors

Brett M. Amendola has successfully leveraged his more than 30 years 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 from 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 in 2008 and the Hartford Business Journal 40 Under 40 Award in 2008. Amendola earned a bachelor’s degree in financial management from Quinnipiac University and serves on Quinnipiac’s Board of Trustees. 

Juan Carlos Artigas

Global Head of Research
World Gold Council

Juan Carlos Artigas joined the World Gold Council (WGC) in 2009 and is the Global Head of Research. He and his team focus on developing timely insights on the gold market including drivers of demand, supply and performance as well as key attributes of gold as an investment and its role in investor portfolios. During his tenure, Artigas has reshaped the organization’s approach to research through robust and comprehensive financial analysis incorporating findings from gold physical and derivatives markets and their link to macroeconomic and geopolitical dynamics. This perspective has informed the development of WGC’s Gold Valuation Framework, an academically validated methodology for understanding gold performance.

Previously, Artigas worked at JPMorgan Securities as a US and Emerging Markets fixed income strategist. In this role, he developed sovereign- and corporate-debt valuation frameworks and contributed to leading US and Emerging Markets financial publications. Artigas holds a BS in actuarial sciences from ITAM (Mexico) and an MBA and MS in statistics from the University of Chicago. He was also a candidate for Doctor of Philosophy in Econometrics and Statistics from the University of Chicago.

Jim Bianco, CMT

President
Bianco Research

Jim Bianco, CMT, is president and macro strategist at Bianco Research, LLC. Since 1990, Bianco’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Bianco has built a decades-long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, his wide-ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets.

Fiona Boal

Global Head of Commodities & Real Assets
S&P Dow Jones Indices

Fiona Boal is global head of commodities and real assets at S&P Dow Jones Indices. She is responsible for the product management of the commodities and real asset indices, including the S&P GSCI, Dow Jones Commodity Index and S&P Real Assets Indices. These indices are leading measures of commodities and composite real assets. Boal has spent her entire career in financial and commodity markets; her experience spans buy-side research, hedge funds and asset management. Prior to joining S&P DJI, Boal was director and portfolio manager at Fulcrum Asset Management, where she managed a commodity fund. Previously, she worked as associate director of commodities at Hermes Investment Management, director of commodity research at Argonaut Capital Management, vice president and director of investments at Harbert Strategic Commodities Fund, and executive director of food and agribusiness research at Rabobank International. She started her career as a livestock economist at Meat & Livestock Australia. Boal earned a bachelor’s degree in agricultural economics from the University of Sydney and a master of applied finance from Macquarie University.

Hannah Brandstaetter

ESG Programme Director
World Gold Council

Hannah Brandstaetter is the ESG programme director at the World Gold Council, overseeing key initiatives, including responsible sourcing and gold’s role within society. Working closely with World Gold Council's 33 member companies, she develops thought leadership focused on the gold mining industry's socioeconomic contributions to the U.N.’s Sustainable Development Goals and host nations across the globe. She is also involved in supporting the council’s workstreams around gold and climate change impacts. Prior to joining the World Gold Council, Brandstaetter held positions of ascending responsibility in agencies covering global strategic communications, crisis management and financial public relations for the oil and gas, mining, industrials and petrochemicals industries. 

Jimmy C. Chang, CFA

Chief Investment Officer
Rockefeller Global Family Office

Jimmy C. Chang, CFA, is the chief investment officer of the Rockefeller Global Family Office. He is a member of the firm’s management committee and a Chartered Financial Analyst®. Chang has spent more than 16 years with Rockefeller.

Before becoming CIO in 2020, he was the chief investment strategist and a senior portfolio manager where he co-managed several equity strategies and oversaw the Fixed Income group. Before joining Rockefeller in 2004, Chang was a senior vice president, chief technology strategist and senior technology analyst at the U.S. Trust Company of New York, where he led technology equity research and co-managed a technology fund. He previously served as a senior marketing representative and advisory systems engineer at International Business Machines (IBM) from 1985–94.

He earned his MBA in Finance and International Business from New York University and a BS in Electrical Engineering from The Cooper Union.

Dominic Chu

Senior Markets Correspondent
CNBC

Dominic Chu is a senior markets correspondent for CNBC, located at the network’s Global Headquarters in Englewood Cliffs, N.J. He appears during CNBC’s Business Day programming and contributes to CNBC.com. Previously, Chu was a New York-based markets correspondent for Bloomberg Television, where he covered the stock, bond, currency and commodities markets. During that time, he interviewed some of the world’s top money managers and business executives, and was a member of the team that covered Hurricane Sandy and the Boston Marathon bombings. In addition, Chu handled sports business reporting for the network. Chu has extensive knowledge of the financial markets, having worked in sales and trading for UBS Investment Bank, mutual fund management for Hennessy Advisors and investment management for Seascape Capital. He has spoken at numerous industry conferences and was a regular contributor to radio and television outlets across the country.

Gaetano "Tony" DiPietro​

Managing Director of Corporate Strategy and Head of Client Relations
Piedmont Fund Services

Tony DiPietro is the Managing Director of Corporate Strategy and Head of Client Relations at Piedmont Fund Services, responsible for developing and executing strategic initiatives across the organization while optimizing operations, enhancing client services and improving financial performance.

DiPietro held several roles at BlackRock Inc. from 2003–19. He was a founding member and COO of the newly formed Fund of Hedge Fund Business (FOF) division. He provided leadership in the growth of the business which launched with $200 million in assets and grew to $3 billion across 8+ types of products. DiPietro also developed the new client service team at BlackRock Inc., responsible for servicing the firm’s top 100 institutional clients. While developing the group, he further identified new client solutions and offered thought leadership to clients directly. Prior to joining Piedmont, DiPietro was Executive Director at S&P Global where he led the global customer service team for the tax solutions group within the Platforms and Regulatory Compliance (PRC) business.

DiPietro is a graduate of Quinnipiac University with a bachelor’s degree in international business. DiPietro resides in the greater Boston area with his wife and children.

Stacey Gilbert

Chief Investment Officer, Portfolio Manager
Glenmede Investment Management

Stacey Gilbert is the chief investment officer of Glenmede Investment Management LP and co–portfolio manager of Derivatives. Gilbert oversees portfolio management, research and trading operations. She also shapes investment strategy and implementation.

Prior to joining Glenmede, Gilbert served as the head of derivative strategy at Susquehanna Financial Group. In this role, she led a team responsible for providing market commentary, actionable ideas, and trading strategies driven by catalyst events, breaking news and sector analysis. During her more than two decades at Susquehanna, she held several leadership positions including key senior positions on the trading desk and the American Stock Exchange. Gilbert also led the company’s Education department.

Gilbert earned a Bachelor of Arts in Mathematics with a minor in economics from Dartmouth College.

David Giroux, CFA

Chief Investment Officer, Head of Investment Strategy, Portfolio Manager
T. Rowe Price

David Giroux, CFA, is a portfolio manager in the U.S. Equity Division of T. Rowe Price Investment Management (TRPIM). He manages the Capital Appreciation Strategy, including the T. Rowe Price Capital Appreciation Fund. He serves as chief investment officer and head of investment strategy and is a member of both the TRPIM Investment Steering and ESG committees. 

Giroux is a five-time nominee and two-time winner of Morningstar’s Fund Manager of the Year award in the allocation category. Of Giroux, Morningstar said, “This portfolio manager belongs on the Mount Rushmore of the greatest investors of this decade.” The Capital Appreciation Fund has won 17 Best awards from Lipper since he became its portfolio manager in 2006 and it ranks in the top percentile of Lipper’s Mixed-Asset Target Allocation Growth classification for the 15 years ending Sept. 30, 2022. 

Giroux is the author of “Capital Allocation: Principles, Strategies, and Processes for Creating Long-Term Shareholder Value” (McGraw Hill, 2021). Giroux joined T. Rowe Price in 1998 as an associate analyst. Two years later, he became an analyst of the industrials, machinery, building products and automotive sectors. 

He holds a Bachelor of Arts, magna cum laude, in Finance and Political Economy from Hillsdale College as well as the Chartered Financial Analyst® designation.

John Greves, CFA

Managing Director, Head of Multi-Asset Strategies
Schwab Asset Management

John Greves is a managing director and head of multi-asset strategies for Schwab Asset Management, where he oversees the Multi-Asset Portfolio Management, Investment Manager Research and Quantitative Innovation teams. He maintains accountability for multi-asset investment processes, including team research and implementation and contributes to the firm’s efforts to enhance investment outcomes. The Multi-Asset Strategies Team is responsible for the management of multi-asset mutual funds and third-party model portfolios, providing non-discretionary investment management services to collective investment trusts, with strategies including target-date, balance, monthly income and multi-manager portfolios. Prior to joining Schwab in 2016, Greves worked at Russell Investment Management Company (Russell Investments) for 13 years. He earned a BS in computer science and business from the University of Puget Sound. He is a CFA® charterholder.

Ethan Harris, PhD

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.

Janet Henry

Global Chief Economist
HSBC Bank Plc

Janet Henry was appointed as HSBC’s Global Chief Economist in August 2015. She was previously HSBC’s Chief European Economist and is a member of Handelsblatt’s Shadow ECB Council. Much of her research has focused on globalization – including the global determinants of local inflation – and the political and economic challenges of the post-global financial crisis era, notably labour market disruption and other structural drivers of low inflation as well as the implications of income and wealth inequality within major advanced economies. Since the COVID-19 pandemic, her work has focused on the labour market implications and policy challenges of the unprecedented recession and the recovery underway. Janet has recently been appointed Governor of the UK’s National Institute of Economic and Social Research and is a member of the World Economic Forum’s Chief Economists Community. She has given evidence to financial committees of the EU Parliament on China and UK House of Lords on Europe. Janet joined HSBC in 1996 in Hong Kong where she worked as an Asian economist in the run-up to, and aftermath of, the Asian crisis.

Jessica Iorio

Senior Vice President and Business Director
Northeast Private Wealth Division at Rockefeller Capital Management

Jessica Iorio, senior vice president and business director for the Northeast Private Wealth Division at Rockefeller Capital Management, has almost 15 years of financial services industry experience. She is responsible for overseeing daily operations for 10 private wealth management teams as well as leading the recruitment efforts for the teams as they transition to the Rockefeller platform. Prior to her current role, Iorio was senior vice president for Vios Advisors at Rockefeller Capital Management, focusing on executing client investment programs, analyzing investment opportunities and overseeing all operations. With her breadth of experience and knowledge, she was the main point of contact for Vios Advisor’s multigenerational clientele. In addition, she guided important financial decisions by helping to create and monitor effective portfolios with clients’ best interests in mind. She currently holds her Series 7 and 63 licenses. Iorio began her career in 2006 at Morgan Stanley as a client service associate. Prior to Rockefeller, she spent 10 years at HighTower. She earned a bachelor’s degree in finance from Quinnipiac University, attending on a soccer scholarship. She is actively involved in youth soccer programs across the tri-state area.

David Kelly, CFA, PhD

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 with their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC and other financial news outlets.

Before joining J.P.Morgan Asset Management, he was an 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.

Noah Kroll, CIMA

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.

Thornton McEnery

Money and Markets Reporter
MarketWatch

Thornton McEnery is the money and markets reporter at MarketWatch where he blends commentary and news reporting to explore how no-fee trading apps, social media, and the retail trading boom are reshaping market structure. He previously covered Wall Street for the New York Post and was executive editor of the financial blog Dealbreaker. He is the creator of the Silicon Alley beat for Crain’s New York Business and has worked for Business Insider, The New York Observer and S&P Global Intelligence. McEnery holds a master’s degree from New York University and a bachelor’s degree from Middlebury College.

Sébastien Page, CFA

Head of Global Multi-Asset and Chief Investment Officer
T. Rowe Price

Sébastien Page, CFA, is head of global multi-asset and chief investment officer 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 responsible for tactical investment decisions across asset allocation portfolios. His multi-asset team manages $407 billion as of Aug. 31, 2022, including $337 billion in target date retirement products. He is also a member of the Management Committee.

Prior to joining T. Rowe Price 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 author of “Beyond Diversification: What Every Investor Needs to Know About Asset Allocation” (McGraw Hill, 2020) and the co-author of the book “Factor Investing and Asset Allocation” (CFA Institute Research Foundation, 2016). He is a member of the editorial board of The Journal of Portfolio Management and Financial Analysts Journal and the Research Committee of the Institute for Quantitative Research in Finance (Q Group).

Chris Roush

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.

Alexandra Scaggs

Senior Special Writer
Barron’s

Alexandra Scaggs is a senior special writer at Barron’s, covering markets with a focus on fixed-income investing. Scaggs previously wrote news and commentary about markets, the economy and social issues for the Financial Times and FT Alphaville. She previously worked at Bloomberg News from February 2015 to June 2016, covering the government bond market. Scaggs joined Bloomberg News after three years at The Wall Street Journal, where she covered the stock market and investment trends. She also previously worked as a reporter at Institutional Investor for two years. She graduated from Washington and Lee University with a BA in business journalism.

Nikolaj Schmidt, PhD

Chief International Economist
T. Rowe Price

Nikolaj Schmidt is a Chief International Economist in the Fixed Income Division of T. Rowe Price. Prior to joining the firm in 2015, he worked as a director of Economic Research at Pharo Management. Schmidt also held positions at Goldman Sachs and the Danish Ministry of Finance. He earned a master's degree in finance and economics at the London School of Economics and a PhD in finance at the London School of Economics and Political Science

Eric Veiel, CFA

Head of Global Equity and CIO
T. Rowe Price

Eric Veiel is head of global equity and chief investment officer, chair of the Investment Management Steering Committee (IMSC), and a member of the board of T. Rowe Price Mutual Funds. In addition, Veiel is a member of multiple management and steering committees.

Veiel is the executive sponsor of WAVE, T. Rowe Price’s business resource group, whose mission is to champion a culture of confident female leaders that will serve as agents of change to influence firm policy, promote active allyship for gender equity and nurture a strong talent pipeline enriching the overall associate experience.

Veiel’s investment experience began in 1999 and he has been with T. Rowe Price since 2005, beginning in the Equity Division as an investment analyst covering life insurance companies, asset managers, money-centered banks and investment banks. Prior to T. Rowe Price, he spent six years as a sell-side equity analyst, covering health insurers and pharmacy benefit managers at Wachovia Securities, Deutsche Bank Securities and A.G. Edwards & Sons.

Veiel earned a BBA, magna cum laude, in Finance from James Madison University. He also holds an MBA with concentrations in finance and accounting from the Washington University John M. Olin School of Business in St. Louis, where he was a Charles F. Knight Scholar. Veiel also earned the Chartered Financial Analyst® designation.

Robert Votruba, CFS, PhD

Director of Investments, Executive Vice President
National Financial Network

Robert Votruba is the Director of Investments and Executive Vice President for National Financial Network. He leads the Wealth Management Division — NFN’s resource for all investment-related products and services. He is a licensed instructor in the state of New York and frequently teaches continuing education classes to Certified Public Accounts and other Financial Advisers on advanced financial planning concepts such as pension and retirement planning.

Votruba has received numerous awards and recognition throughout his career. In 2018, he was named Park Avenue Securities Number One Registered Representative and Investment Advisor Representative for the third consecutive year. Over 2,500 representatives nationwide compete for this prestigious award. Votruba earned his MBA in finance and investments from the City University of New York–Baruch College and his PhD in applied organizational psychology from Hofstra University.

Pamela Watkins-West

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.

Amy T. Wilson, CFA

Director of ESG Investing, Portfolio Manager
Glenmede Investment Management

Amy T. Wilson, CFA is director of ESG investing and a portfolio manager for Glenmede Investment Management. Wilson guides the firm’s approach to environmental, social and governance (ESG) investing by leading the integration of ESG criteria across fundamental equity and fixed income investment strategies and supporting the firm’s existing quantitative, ESG-oriented strategies. Wilson is a key member of Glenmede’s Investment Stewardship Committee, a team focused on shareholder engagement efforts.

Wilson earned her MBA with honors from the Wharton School of the University of Pennsylvania. She graduated as Student Marshal, summa cum laude, of Pennsylvania State University’s Smeal College of Business with a BS in Finance as well as a minor in international business and honors in finance and secondary education as part of the Schreyer Honors College. Wilson holds the Chartered Financial Analyst® designation.

Brett M. Amendola

Managing Partner
Wooster Square Advisors

Brett M. Amendola has successfully leveraged his more than 30 years 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 from 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 in 2008 and the Hartford Business Journal 40 Under 40 Award in 2008. Amendola earned a bachelor’s degree in financial management from Quinnipiac University and serves on Quinnipiac’s Board of Trustees. 

Juan Carlos Artigas

Global Head of Research
World Gold Council

Juan Carlos Artigas joined the World Gold Council (WGC) in 2009 and is the Global Head of Research. He and his team focus on developing timely insights on the gold market including drivers of demand, supply and performance as well as key attributes of gold as an investment and its role in investor portfolios. During his tenure, Artigas has reshaped the organization’s approach to research through robust and comprehensive financial analysis incorporating findings from gold physical and derivatives markets and their link to macroeconomic and geopolitical dynamics. This perspective has informed the development of WGC’s Gold Valuation Framework, an academically validated methodology for understanding gold performance.

Previously, Artigas worked at JPMorgan Securities as a US and Emerging Markets fixed income strategist. In this role, he developed sovereign- and corporate-debt valuation frameworks and contributed to leading US and Emerging Markets financial publications. Artigas holds a BS in actuarial sciences from ITAM (Mexico) and an MBA and MS in statistics from the University of Chicago. He was also a candidate for Doctor of Philosophy in Econometrics and Statistics from the University of Chicago.

Fiona Boal

Global Head of Commodities & Real Assets
S&P Dow Jones Indices

Fiona Boal is global head of commodities and real assets at S&P Dow Jones Indices. She is responsible for the product management of the commodities and real asset indices, including the S&P GSCI, Dow Jones Commodity Index and S&P Real Assets Indices. These indices are leading measures of commodities and composite real assets. Boal has spent her entire career in financial and commodity markets; her experience spans buy-side research, hedge funds and asset management. Prior to joining S&P DJI, Boal was director and portfolio manager at Fulcrum Asset Management, where she managed a commodity fund. Previously, she worked as associate director of commodities at Hermes Investment Management, director of commodity research at Argonaut Capital Management, vice president and director of investments at Harbert Strategic Commodities Fund, and executive director of food and agribusiness research at Rabobank International. She started her career as a livestock economist at Meat & Livestock Australia. Boal earned a bachelor’s degree in agricultural economics from the University of Sydney and a master of applied finance from Macquarie University.

Jimmy C. Chang, CFA

Chief Investment Officer
Rockefeller Global Family Office

Jimmy C. Chang, CFA, is the chief investment officer of the Rockefeller Global Family Office. He is a member of the firm’s management committee and a Chartered Financial Analyst®. Chang has spent more than 16 years with Rockefeller.

Before becoming CIO in 2020, he was the chief investment strategist and a senior portfolio manager where he co-managed several equity strategies and oversaw the Fixed Income group. Before joining Rockefeller in 2004, Chang was a senior vice president, chief technology strategist and senior technology analyst at the U.S. Trust Company of New York, where he led technology equity research and co-managed a technology fund. He previously served as a senior marketing representative and advisory systems engineer at International Business Machines (IBM) from 1985–94.

He earned his MBA in Finance and International Business from New York University and a BS in Electrical Engineering from The Cooper Union.

Cliff Corso

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.

Anupam Damani

Head of International & Emerging Markets Debt Strategy; Co-Head of Global Fixed Income Portfolio Management
Nuveen, A TIAA Company

Anupam Damani is a portfolio manager for Nuveen’s global fixed income team and serves as the sector lead for sovereign credit, global rates and foreign currency. She is the co-head of global fixed income portfolio management as well as a portfolio manager for Nuveen’s suite of emerging markets debt strategies and the international bond strategy. Damani is also a member of the Fixed Income Investment Committee, which discusses and debates investment policy for all global fixed income products.

Previously, Damani was the sovereign research analyst for the 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 was ranked as one of the Top 20 Female Portfolio Managers in the United States by Citywire Professional Buyer magazine in 2018 and 2019.

Damani graduated with a BA in Political Science and Economics from Calcutta University in India and an MBA in Financial and Investment Management from Pace University, New York. She holds the CFA® designation.

David M. Darst, CFA

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.

Lisa Emsbo-Mattingly, CBE

Managing Director of Research
Fidelity Investments

Lisa Emsbo-Mattingly is a managing director of research in the Asset Allocation Research Team (AART) at Fidelity Investments. In this role, Emsbo-Mattingly is responsible for conducting economic, fundamental and quantitative research to develop asset allocation and macro investment recommendations for Fidelity’s portfolio managers and investment teams. AART is responsible for combining empirical research with foundational principles to execute a comprehensive, global and forward-looking approach to asset allocation across temporal segments of the economy and asset markets. 

Prior to assuming her current position, Emsbo-Mattingly was head of economic research. In this capacity, she built a winning track record of combining economic insight with investment recommendations. 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).

Emsbo-Mattingly earned her Bachelor of Arts in Economics and Government from Oberlin College and her Master’s in Economics from Boston University. She is the former president of the National Association for Business Economics and of the Boston Economic Club. She is currently the head of the Conference of Business Economists.

Joseph Gasparro

Head of Americas Capital Services Content
Credit Suisse

Joseph Gasparro is Head of Americas Capital Services Content at Credit Suisse. He advises on capital raising and operations for alternative asset managers. Prior to his current role, he executed M&A and capital markets transactions in the firm’s Investment Banking Division. Before Credit Suisse, he worked in the Investment Banking Division at BofA Securities and UBS Investment Bank. Previously, he was a Research Assistant at Harvard Business School for the Chair of the Entrepreneurial Management Unit. He received his BA from Gettysburg College and his MBA from Rutgers Business School. He is a two-time recipient of the President’s Volunteer Service Award, bestowed by the President of the United States. He is a board or council member of several organizations, including America Needs You, Youth INC, and the Guggenheim Museum. He is also an Editor of “Investment Banking: Valuation, LBOs, M&A, and IPOs” and “The Little Book of Investing Like the Pros.”

Ethan Harris, PhD

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.

Jessica Iorio

Senior Vice President and Business Director
Northeast Private Wealth Division at Rockefeller Capital Management

Jessica Iorio, senior vice president and business director for the Northeast Private Wealth Division at Rockefeller Capital Management, has almost 15 years of financial services industry experience. She is responsible for overseeing daily operations for 10 private wealth management teams as well as leading the recruitment efforts for the teams as they transition to the Rockefeller platform. Prior to her current role, Iorio was senior vice president for Vios Advisors at Rockefeller Capital Management, focusing on executing client investment programs, analyzing investment opportunities and overseeing all operations. With her breadth of experience and knowledge, she was the main point of contact for Vios Advisor’s multigenerational clientele. In addition, she guided important financial decisions by helping to create and monitor effective portfolios with clients’ best interests in mind. She currently holds her Series 7 and 63 licenses. Iorio began her career in 2006 at Morgan Stanley as a client service associate. Prior to Rockefeller, she spent 10 years at HighTower. She earned a bachelor’s degree in finance from Quinnipiac University, attending on a soccer scholarship. She is actively involved in youth soccer programs across the tri-state area.

Megan D. Kelley

Head of Research, Fidelity Center for Applied Technology
Fidelity

Megan Kelley leads the research team within Fidelity’s Center for Applied Technology. The team looks three to five years out for technologies and changes that will matter most to Fidelity and its customers. They help the firm understand the potential of emerging technology, explore innovation globally, and identify projects worth pursuing. Kelley is actively engaged in Fintech Sandbox and MassChallenge. Previously, Kelley led fintech research for FCAT. She has also led social media research in Fidelity Labs, driving experimentation with emerging platforms and data. Prior to joining Fidelity, Kelley worked in editorial and natural language analytics for startups and publishing companies as well as information services at Mercer. She holds a BA in English from Williams College and an MLS in Library and Information Science from Simmons College.

David Kelly, CFA, PhD

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 with their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC and other financial news outlets.

Before joining J.P.Morgan Asset Management, he was an 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.

Noah Kroll, CIMA

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.

Lauren Tara LaCapra

Finance Editor
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.

Julia La Roche

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.

Jean LaTorre

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.

Catherine L. Mann

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.

Bruce McGuire

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.

Eileen Murray

Chair of FINRA

Eileen Murray is chair of FINRA (Financial Industry Regulatory Authority), where she has served on the Board of Governors since 2016. Murray is the former co-chief executive officer of Bridgewater Associates, the world’s largest hedge fund with $138 billion in assets under management. She assumed that role in 2011, becoming the second-longest serving chief executive in Bridgewater’s history after founder Ray Dalio. She previously served as co-president and chief operating officer. Prior to joining Bridgewater, Murray held several senior executive roles at Morgan Stanley, which she joined in 1984. From 2005–07, she served as global head of technology and operations, overseeing more than 10,000 employees and an annual budget of $5.5 billion. From 1999–02, she served as chief operating officer in the bank’s institutional securities group. Before that, she served as the bank’s controller and chief accounting officer following its merger with Dean Witter in 1997. She earned her BS in accounting and was awarded an honorary doctoral degree from Manhattan College. For her industry leadership, Murray has been recognized with many awards, including: the Women’s Entrepreneurship Day Organization Pioneer Award in Finance from the United Nations; the Lifetime Achievement Award from Markets Media; and U.S. Banker’s Most Powerful Non-Bank Women in Banking.

Eric Nierenberg

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.

Sébastien Page, CFA

Head of Global Multi-Asset and Chief Investment Officer
T. Rowe Price

Sébastien Page, CFA, is head of global multi-asset and chief investment officer 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 responsible for tactical investment decisions across asset allocation portfolios. His multi-asset team manages $407 billion as of Aug. 31, 2022, including $337 billion in target date retirement products. He is also a member of the Management Committee.

Prior to joining T. Rowe Price 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 author of “Beyond Diversification: What Every Investor Needs to Know About Asset Allocation” (McGraw Hill, 2020) and the co-author of the book “Factor Investing and Asset Allocation” (CFA Institute Research Foundation, 2016). He is a member of the editorial board of The Journal of Portfolio Management and Financial Analysts Journal and the Research Committee of the Institute for Quantitative Research in Finance (Q Group).

Joshua Pearl

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.”

Joshua Rosenbaum

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.

Chris Roush

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.

Burt Sheaffer

Derivative Portfolio Risk Management Executive

Burt Sheaffer is a currency derivative risk manager with 28 years of experience at several top-tier global firms including JP Morgan, Bank of America, and most recently at HSBC. His career experience covers all aspects of derivative risk across the G10, EM, and precious metal marketplace and his product experience encompasses vanillas through first- and second-generation product analysis and risk management. Throughout his career, Sheaffer has managed structuring teams and was a constituent contributor to franchise growth across all client areas from multinational corporations to hedge funds. Sheaffer lectures on the topics of FX markets and macroeconomics at Cornell University, Washington University in St. Louis and Quinnipiac University. He earned a bachelor’s degree in economics from Dickinson College and an MBA in finance from Cornell University’s Johnson Graduate School of Management. In addition to the Series 7, 24 and 63 designations, he is a chartered financial analyst.

Deborah Solomon

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.

Liz Ann Sonders

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.

Peter Spiegel

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.

Pamela Watkins-West

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.

Darren Wolf, CFA

Senior Investment Manager and Global Head of Investments – AIS
abrdn

Darren Wolf is a senior investment manager and is the global head of investments, alternative investment strategies at Aberdeen Standard Investments. As such, Wolf is responsible for working with and managing the investment team, which oversees hedge fund manager research, portfolio construction and top-down strategy research. Wolf joined Aberdeen Asset Management via the acquisition of Arden Asset Management LLC in 2015 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.