Quinnipiac University
Panelists at the Quinnipiac GAME Forum XII.

GAME Forum

Keynote Speakers

The keynote speakers at GAME Forum are some of the world's most influential industry leaders and experts. Many firms and organizations have demonstrated their support for GAME by providing keynote speakers, panelists and workshop presenters.

Register for GAME XIII

Get Ready for GAME XIII

Registration is now open for GAME XIII, set for March 21-22, 2024 in New York City. A ​discounted ​rate ​is ​being ​offered ​through February 19, 2024. Please note there is no on-site registration

Location

Sheraton New York Times Square Hotel
811 7th Avenue 53rd Street
New York, New York, 10019

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Keynote Speakers

Abramowicz 
Lisa Abramowicz

Co-Host
Bloomberg Television and Radio

Lisa Abramowicz co-hosts “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. 

Amendola 
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
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.

Buchwald 
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.

Capra 
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.

Chang 
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.

Cucchiara 
Sal Cucchiara

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

Sal Cucchiara is responsible for the IT strategy as well as the design, development, delivery and support of highly commercial systems that drive growth for all WM & IM business lines. This includes the newly acquired businesses of E*TRADE, Shareworks (Solium) and Eaton Vance. Cucchiara serves as the Head of Diversity and Inclusion for Technology and is a member of the WM Operating Committee.

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 is a board or advisory member at the Wall Street Technology Association, New York CIO Advisory Board, the Hispanic IT Executive Council (HITEC), Year Up and the National Center for Women & Information Technology (NCWIT).

Cucchiara was named New York CIO of the Year in 2020, and his team has been recognized by the CIO 100, Banking Technology, Grace Hopper, American Financial Technology and Women in IT Awards.

Cucchiara is married to his wife, Jessica, and has two boys, Jack (23) and Bennett (11).

Dallas 
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.

D'Alto 
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. 

Di Bartolomeo 
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.

DiPietro 
Gaetano "Tony" DiPietro​

Head of Corporate Strategy & Client Relations
Piedmont Fund Services

Tony DiPietro is the Head of Corporate Strategy and 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.

Draho 
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.

Duong 
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.

Tom Eck
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.

Headshot of Micheal Gapen
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.

Amendola 
Troy Gayeski

CFA, Chief Market Strategist
FS Investors

Troy Gayeski is responsible for research generation, positioning and conveying the FS Investments suite of alternative investments in today’s marketplace.

Since joining the firm, Gayeski has spearheaded “The Time for Alts Is Now” and “Roll Up the Capital Structure” campaigns. He also developed the “Galactic Mean Reversion” macro thesis for explaining the current challenging environment for equity and fixed income returns, as well as the continued strength of both normal GDP and the labor market.

Gayeski works with the sales and distribution teams on financial advisor education on the power of the “northwest quadrant of efficient frontier strategies” and timely asset allocation enhancements.

He helps drive branding and messaging for the firm, alongside the marketing, client service and PR teams, to better educate the marketplace on the mission to democratize alternatives.

Gayeski has spent over a decade as a contributor on major financial television programming including Bloomberg, Fox, Yahoo Finance and CNBC. He presents at numerous financial conferences and wealth management events discussing the economic outlook, capital market conditions and the importance of embracing the “right” alternatives in asset allocation. He is one of the key architects of the SCALE Alternative Investment Conference. He lives with his family in Connecticut.

Stacey Gilbert
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.

Greifeld 
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.

Quinnipiac Logo 
Larry Hamdan

Head of Mergers and Acquisitions, Americas
Barclays

Larry Hamdan is head 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.

Jones 
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.

Kandhari 
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 H. Katz
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.

Kelly 
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.

Liebowitz 
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. 

Luzzetti 
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.

Moghadam 
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.

Oades 
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. 

Page 
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
Holly Raider, PhD

Dean
Quinnipiac University School of Business

Holly J. Raider has more than 20 years of experience developing and leading global business education, and spearheading strategic learning partnerships with corporations, government, healthcare systems, professional sports organizations and international universities. From 2006–11, she worked in executive education at the University of Chicago’s Booth School of Business, where she oversaw its strategic business leadership program, and designed and taught in global learning initiatives for senior executives and Executive MBA students.

Raider joined the Kellogg School of Management at Northwestern University as a clinical professor of management in 2011. She served as associate dean of academic and faculty initiatives from 2016–18 and as managing director of executive education from 2014–21. In these roles, she led the implementation of Kellogg’s first fully online, non-degree approach to graduate business education, designed and spearheaded Kellogg’s Advanced Management Program, and developed SPARK, an innovative teaching incubator.

Raider earned her BA from Barnard College and her PhD in Sociology from Columbia University. She was named dean of the School of Business at Quinnipiac in 2021.

Sharps 
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.

Tipp 
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.

Uruci 
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.