Keynote Speakers

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. Baldwin is responsible for managing Citi’s global independent research across all asset classes.
Baldwin joined Citigroup in April 2021 from Credit Suisse, where she was global head of equity sales. Prior to Credit Suisse, Baldwin was at Bank of America as head of European equity sales (2015–19), and at Goldman Sachs as a director of European equity research and in a variety of research analyst roles (2006–15). Baldwin started her career at Cazenove as an equity research analyst covering the building materials sector. Baldwin graduated from the University of Birmingham with a degree in economics.

Baldwin serves as a member of Council for the University of Birmingham and sits on the Investment Sub-Committee. Additionally, Baldwin is a member of the Advisory Council for the Mossavar-Rahmani Center 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, CFA

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

Steve Boothe has lead portfolio management responsibilities for the Global Investment Grade Corporate Bond, U.S. Investment Grade Corporate Bond and Dynamic Credit Strategies. He is a member of the Sector Strategy Advisory Group, with a focus on global and U.S. investment-grade corporate bond portfolios. Boothe is a co-president of the Investment Advisory Committee of the Corporate Income Fund and a member of the Investment Advisory Committees for the Investment-Grade Corporate Multi-Sector Account Portfolio, Global Multi-Sector Bond Fund, New Income Fund and Institutional International Disciplined Equity Fund. He is an Investment Advisory Committee member of the Institutional Income, International, Global and China Evolution Equity Funds. Boothe also is a member of the Fixed Income Steering and Global Trading 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. After that, he became an investment-grade corporate portfolio manager. Prior to T. Rowe Price, Boothe was an associate at Raymond James Financial. Boothe is a Series 7 and 63–registered representative.

Candace Browning

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

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. Browning also serves as vice chair of Bank of America Institute.

From 2003–08, Browning served as head of the Global Research Securities and Economics group at Merrill Lynch. She was named head of global research of Bank of America Merrill Lynch post the merger of the two firms.

Prior, Browning served as director of equity research for the Americas, with responsibility for all research coverage in Canada, the U.S. and Latin America. Previously, she served as deputy director, global research, Pan-Europe, for Merrill Lynch EMEA Research Management. 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 one of the Top 25 Most Powerful Women in Finance by American Banker for the past 13 years, Browning joined Merrill Lynch in 1990 as a research analyst. 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.

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.

Nidhi Chadda

Founder and CEO, Enzo Advisors
Chief Impact Officer, Richmond Gloval Sciences

Nidhi Chadda is a generalist growth investor and advisor across public and private markets. She is the Founder and CEO of Enzo Advisors, a female and minority-led sustainability consulting practice that focuses on helping private, small and mid-cap companies build best-in-class sustainable business models. She also serves as the Chief Impact Officer for Richmond Global Sciences (RGS), where she focuses on developing and executing business strategies aligned with market and customer insights with a keen focus on linking financial criteria to various environmental and social impact drivers.

Chadda holds seats on several advisory boards and investment committees at angel associations and venture funds. She has hosted numerous webinars related to ESG-, impact-, and climate-related topics and has been featured across a number of media engagements including CNBC, the Women in Asset Management Summit, ESG Clarity magazine, Women's Wear Daily (WWD), ESG Today and Venture Capital Journal. Chadda is also an instructor for the Southern Gas Association.

Chadda earned her MBA from the Harvard Business School and her BS in Economics from the Wharton School at the University of Pennsylvania, where she was a Benjamin Franklin and Joseph Wharton Scholar as well as the recipient of the Dean's Award for Innovation. She is the recipient of the Impact Investment and Advisory Award (June 2024, NRI Achiever Awards) as well as the recipient of the Outstanding Leadership in Finance Award (July 2023, MORE 2.0 Conference.) She has also received numerous accolades including being named one of Aspiring Women Leaders for 2022 by Aspioneer Magazine.

Joyce Chang

Chair of Global Research, J.P. Morgan Chase

Joyce Chang has spent 35 years working in global research, with expertise in macro, fixed income, emerging markets, and geopolitical and strategic research. Before assuming her current role in 2019, Chang served as global head of research and global head of fixed income research. She began her career as an emerging markets strategist in 1990 and held top rankings in Institutional Investor surveys for emerging markets research, earning 25 No. 1 individual rankings. In 2014, she was inducted into the Fixed Income Analyst Society Hall of Fame.

Chang was a managing director at Merrill Lynch and Salomon Brothers prior to joining J.P. Morgan Chase in 1999. She is the executive sponsor for J.P. Morgan Chase’s network for employees of Asian heritage (AsPIRE) and on the executive committee of the Corporate and Investment Bank’s Women on The Move network. She serves on the Board of Directors of the German Marshall Fund, Trickle Up and the Fixed Income Analyst Society. She is also a member of the Council on Foreign Relations and Inter-American Dialogue. She has been named one of the Top 25 Most Powerful Women in Finance by American Banker and in Barron’s 100 Most Influential Women in Finance.

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.

Dillon Edwards

AI Strategist and Executive Director, J.P. Morgan Asset Management

Dillon M. Edwards, executive director, is an AI strategist on the J.P. Morgan Asset Management data science team. Based in New York, Edwards focuses on working closely with data scientists and key practitioners across asset management to identify, design and deliver AI solutions that will enhance the client experience. Prior to joining J.P. Morgan, Edwards was the vice president of analytics at Bizfi, a small business lending FinTech company, where he started and grew their business intelligence group. During this time, he implemented data visualization tools throughout the firm and oversaw statistical modeling efforts to automate the underwriting process and optimize marketing campaigns. He also led the due diligence process for a Series C equity raise and $100+MM debt restructuring. Edwards holds a BS from the University of Virginia in systems engineering and economics.

Kate El-Hillow

President and Global Chief Investment Officer, Russell Investments

Kate El-Hillow serves as president and chief investment officer for Russell Investments, the 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 that is responsible for ensuring activities across divisions align with the company’s strategic vision and long-term goals. El-Hillow joined Russell Investments in 2021 and has more than 25 years of proven success in investment management roles. She has deep expertise in outsourced CIO investment solutions and multi-asset portfolio management.

Most recently, El-Hillow helped lead the multi-asset investment process and an investment team as deputy chief investment officer of multi-asset solutions with Goldman Sachs Asset Management. Prior, El-Hillow spent eight years at J.P. Morgan Chase & Co. where she held a variety of investment positions including a dual role as client portfolio manager and chief operating officer within the firm’s asset allocation business.

A frequent guest speaker, El-Hillow shares her insights on global markets, whole portfolio solutions, investment governance, and implementation of multi-asset and multi-manager investing.

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, CFA

Head of Emerging Markets Fixed Income, T. Rowe Price

Samy Muaddi is the head of emerging markets in the fixed income division. He is 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.

He previously managed the firm’s Emerging Markets Corporate Bond Strategy from 2015–24 and the firm’s Asia Credit Bond Strategy from its inception until 2020. Muaddi also is a vice president of T. Rowe Price Group Inc., T. Rowe Price Associates Inc., and T. Rowe Price International Ltd.

Muaddi 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 is 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

Portfolio Manager, Morgan Stanley Investment Management

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. He 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.

Katherine Santiago, CFA

Managing Director, J.P. Morgan Asset Management

Katherine S. Santiago, managing director, is the head of quantitative research in the Multi-Asset Solutions team, responsible for the quantitative models that help establish the broad asset allocation reflected across the Multi-Asset Solutions team’s portfolios globally. Currently based in New York and an employee since 2005, she is also a portfolio manager focusing on retirement drawdown strategies and tactical asset allocation across multi-asset portfolios. Previously, Santiago has worked in both New York and London as part of the research team and focused on developing inflation, retirement and alternative beta products.  Santiago holds a BA in mathematics from Bowdoin College, an MS in mathematics in finance from New York University, and is a CFA® charterholder.

Torsten Slok

Chief Economist and Partner, Executive Office in New York, 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 10 years, including No. 1 in 2019. Previously he worked at the Organisation for Economic Cooperation and Development (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 International Monetary Fund (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 he has published numerous journal articles and reviews on economics and policy analysis, including in Journal of International Economics, Journal of International Money and Finance, and The Econometrics Journal.

Iro Tasitsiomi, PhD

Head of AI and Data Science, T. Rowe Price

Dr. Iro Tasitsiomi is the head of AI and 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 and BlackRock. She started her finance career in quantitative finance, leading teams that developed investment/trading/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, Global CIO Institute, the AI and Finance Lecture Series and Quant Strats. She has been interviewed by The Economist, CIOReview magazine, the Chicago Sun-Times and the Chicago Chronicle.

She holds a PhD in astrophysics and an MS in physics from the University of Chicago, has 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.

Latoya Wilson

Managing Director, Morgan Stanley

LaToya Wilson is the Americas head of the Morgan Stanley Inclusive Ventures Group. Wilson has over 20 years of experience in impact investing in both the public and private sectors. In her current role, Wilson is responsible for the Inclusive Ventures Lab, an in-house startup accelerator that promotes access to capital for early-stage technology and technology-enabled companies. In addition, Wilson is responsible for developing and executing commercial opportunities and strategies to achieve and maintain market and thought leadership with underrepresented founders. Wilson holds an undergraduate degree in finance from Quinnipiac University.