Head of Prime Brokerage
Mirae Asset Securities (USA) Inc.View Bio
Robert Akeson is Head of Equity Prime Brokerage at Mirae Asset Securities (USA) Inc., an affiliate of the Mirae Family of companies, Korea's leading non-bank financial group.
Mirae Asset Securities (USA) Inc. provides prime brokerage, equity finance, repo, correspondent clearing, agency execution, foreign research distribution and corporate access services to institutional investors, including hedge funds. Mr. Akeson is well versed in the management, marketing, operations, enterprise technology, compliance, risk management, due diligence, balance sheet and liquidity management aspects of these businesses.
His background includes leadership positions with Neuberger Berman, Morgan Stanley, Industrial and Commercial Bank of China Financial Services and Broadridge Financial Solutions (formerly ADP BISG).
Mr. Akeson is a frequent speaker on topics related to the hedge fund industry, prime brokerage, market liquidity and Basel III. He is a member of the Management Committee of the New York Alternative Investment Roundtable, the DTCC Systemic Risk Roundtable, CFA Society New York and the Economic Club of New York. Mr. Akeson has also taught Money, Banking and Financial Markets at Molloy College.
Mr. Akeson holds an MBA from New York University and a BA from Washington College.
Joseph Fedele is the founder of Demandey and former founder, CEO, and Chairman of both Fairway "Like No Other Market", Fairway
Wholesale and Distribution Co. (1992-1998) and FreshDirect.com (1998-2004), whose combined annual sales volume is in excess of $1.5 Bn. E&Y/NASDAQ awarded "The Entrepreneur of the Year" for the
Metropolitan New York area and New York City to Joe and his partners in 1996 for Fairway and in 2003 for FreshDirect.com
2x founder, built "total direct" companies from the ground up, across manufacturing, physical and digital retail and technology.
Seymour Asset ManagementView Bio
Tim Seymour is founder and Chief Investment Officer of Seymour Asset Management (SAM). SAM provides both asset management and wealth management services for its clients, including direct investment and allocation to private equity and alternative assets.
Tim has over 22 years of investment experience as a portfolio manager, allocator, and capital markets professional across multiple asset classes. Tim is a recognized voice within the investment community as a trader and market strategist on CNBC. For the past decade, Tim has been a primary investor voice on Fast Money. Tim is often cited as one of top finance professionals on Twitter, including The Wall Street Journal's "Top Tweets For Your Money".
Tim was the CIO and co-founder of Triogem Asset Management where the firm's flagship fund was a long short global EM strategy. Triogem's investment approach was rooted in running a low volatility portfolio that managed top down risks while employing a rigorous research process to bottom up stock picking.
Prior to Triogem, Tim was co- founder and Managing Partner at Red Star Asset Management (Moscow, New York), where the core strategy was a low volatility, multi-strat fund investing across Russia/CIS.
Before launching Red Star, Tim was a Partner and Managing Director at Troika Dialog, Russia's largest investment bank in Moscow. At Troika Tim served in various roles including running fixed income sales and trading and launching the firm's US broker/dealer and overseeing all US capital markets activity.
Tim started his career at UBS in New York, focusing on international macro (cash bonds, swaps, forex). Tim completed the firm's capital markets training program after graduating with an MBA in International Finance from Fordham University. Tim received his undergraduate degree at Georgetown University.
Tim is a Partner with Cyber Hedge a firm providing ratings, quantitative, and financial analysis reporting on cyber risk in publicly traded companies.
Tim serves as an Advisory Board Member for The Georgetown Wall Street Alliance, InfraCap ETFs, and Tikun Olam USA.
Tim lives in New York City with his wife and two children. When he is not with his family, Tim is playing drums and singing in his two bands.
Follow Tim on Twitter @timseymour
Contact Tim at www.seymouram.com
Trilogy Advisors LLCView Bio
John Sitilides, a Washington D.C. government affairs specialist and diplomacy consultant to the U.S. Department of State, shares his insights into U.S. and global risk trends, international threat assessments and geopolitical strategies before C-suite executives, high-stakes decision makers and opinion leaders at investor, corporate and government conferences and events.
In customized briefings, he explores the complex political and geo-economic decisions that impact markets in Asia, Europe, the Middle East and worldwide, helping clients better understand, anticipate and mitigate risk.
Since 2006, Sitilides chairs the State Department's Advanced Area Studies Program for Southeast Europe (under a U.S. government contract) at the Foreign Service Institute, the primary training institution for U.S. diplomats and other foreign policy professionals.
He has testified before Congress and is a regular media commentator on national security and American politics on broadcast, print and digital media. He has been interviewed on CNN, FOX News, CNN International, One America News, BBC News, and on Chinese, Russian, German, Turkish, Israeli & Arab television, and cited in the Wall Street Journal, New York Times, Washington Post, Washington Times, Bloomberg, Politico, National Public Radio and Institutional Investor, among other major media outlets.
Sitilides holds a Master's Degree in International Affairs, specializing in International Security Policy, from the Columbia University School of International and Public Affairs.
Master Playing Card Mechanic/ManipulatorView Bio
Richard Turner is a creative corporate phenomenon who dazzles, entertains, and inspires audiences world-wide. Casino game protection experts and gamblers have long revered Richard Turner as a master Playing Card Mechanic/Manipulator whom - they envision - could have taken-down any old-west casino card game or wiped-out the bankroll of the most savvy high-stakes gambler. Richard's talent, humor, poise, and eloquence have elevated this totally blind card mechanic to new heights as a highly sought-after stage entertainer and Fortune 500 motivational speaker. He has entertained and entranced millions of audience members and scores of CEOs and celebrities, among them Tonight Show host Johnny Carson; singer Lee Greenwood; comedian Bob Hope; actors Jimmy Stewart, Gene Kelly and Brad Pitt; sports legend Muhammad Ali, and many, many more. Despite what people often describe as a handicap, Richard has fought long and hard - literally - as a student of Wado Kai-style Karate, earning the title "Master Turner" by attaining his 6th degree Black Belt. As a Lifetime Member of The Magic Castle in Hollywood who still performs in the close-up room to the delight of spell-bound audiences, Richard has been nominated for and won many awards, including the highly-coveted "Close-up Magician of the Year Award" (the magic industry's equivalent of the Oscar). His unparalleled skill with a deck of cards has been repeatedly featured on world-wide television shows, including a performance on "Penn & Teller: Fool Us" wherein Penn Jillette admitted, "We got nothing to say. He fooled us with every single move he did." Richard Turner is also the subject of the acclaimed feature documentary film DEALT that won the "Audience Choice Award" at the prestigious South by Southwest Film Festival, receiving rave reviews in publications across the country from the New York Times to the L. A. Times. DEALT received a rating of 95% on Rotten Tomatoes; a 5 star-rating on iTunes; and VARIETY described Richard as "nothing short of dazzling". Teller, the normally silent half of Penn & Teller stated that "DEALT knocked me dead - A great Documentary!" What's next for Richard Turner? Variety Magazine recently announced that Richard and his DEALT film producers have signed a deal with film and television executive Mark Ordesky (best known as the executive producer of the Oscar-winning "Lord of the Rings" film trilogy) and Jane Fleming with Court Five Productions to produce a feature film based on Richard's frenetically fascinating life story!
CEO & CIO
Morgan Creek Capital ManagementView Bio
Mark W. Yusko is the CEO and Chief Investment Officer of Morgan Creek Capital Management, LLC, a registered investment adviser formed in July 2004 to provide investment management services based on the University Endowment Model of investing to wealthy families, individuals and institutional investors. Morgan Creek currently has $ 1.6 billion in assets under advisement in non-discretionary accounts and discretionary funds.
Prior to forming Morgan Creek, Mark served as the Chief Investment Officer for the University of North Carolina at Chapel Hill (UNC) from 1998 to 2004. Mark, and his team, founded the UNC Management Company (UNCMC) in July of 2002 to provide comprehensive investment advisory services to the University including strategic and tactical asset allocation, investment manager selection, manager performance evaluation, spending policy management and performance reporting. The Management Company was also responsible for providing Cash Management and Planned Giving Management services as well as aiding in the commercialization of University technology and real estate development projects. UNCMC also provided outsourced investment management services to select schools within the UNC System. Total assets under management were $1.5 billion, $1.2 billion of Endowment and $300 million of University working capital.
Prior to joining UNC, Mark was the Senior Investment Director for the University of Notre Dame Investment Office, where he joined as the Assistant Investment Officer, in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management including asset allocation, investment manager selection, manager performance evaluation, spending policy management and reporting to the Board of Trustees. Mark was primarily responsible for portfolio construction and was actively involved in establishing and building strong programs in real estate, private equity and marketable alternatives. Mark is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. He is currently a Board member of the MCNC Endowment and President and Chairman of the Investment Committee of The Hesburgh-Yusko Scholars Foundation at the University of Notre Dame, and President and Head of Investment Committee of the Morgan Creek Foundation which he established with his wife Stacey in 2005. Mark is a highly sought after speaker for many industry conferences and events and is a frequent guest on shows such as FOX Business News, CNBC and Bloomberg.
Mark received his Bachelor of Science Degree, with honors, in Biology and Chemistry from the University of Notre Dame in 1985 and a Master of Business Administration in Accounting and Finance from the University of Chicago in 1987.
President, Chief Science Officer
MOV37/Protege PartnersView Bio
Adil has 26 years of experience in the markets. He received an M.A. in pure mathematics from MIT and B.A. in mathematics from University of Pennsylvania. He spent the first half of his career trading fixed income derivatives at JP Morgan, Nikko, Nomura, and Barclays. At Nomura and Barclays, he ran the systems and analytics groups for these products. He subsequently joined Capital Market Risk Advisors as a Senior Advisor specializing in structured products and hedge fund valuation. He joined Protégé in 2003 to head Risk Measurement. Adil became a partner in 2006 and specializes in Autonomous Learning Investment Strategies (ALIS), Relative Value and Market Independent Strategies. Adil used geometry to invent the Bias Ratio, a metric that detects return smoothing by active managers.
AGI PartnersView Bio
David Acharya is a Partner at AGI Partners LLC, where he is responsible for investment sourcing and performing due diligence, transacting/financing structuring, post-close value creation and portfolio management. In addition, he is very active in managing the firm and its strategy. Mr. Acharya is a Board Member of Impact XM, a leading provider of experiential marketing solutions for global clients and a portfolio company of AGI Partners LLC.
Previously, Mr. Acharya was a Vice President with Apprise Media, a private equity firm focused on niche media investments, where he worked with the founders of PRIMEDIA, a former KKR founded portfolio company. Mr. Acharya invested over $200 million in niche media companies across digital, events and print products in North America, Europe and Asia. He has made significant contributions to Apprise Media's largest portfolio company: Canon Communications, the leading B2B media company focused on the $3 trillion advanced, technology-based manufacturing industries. Canon was successfully sold to United Business Media in 2010.
Prior to his private equity investing career, he spent 10 years as an investment banker in the highly ranked leveraged finance groups of JP Morgan Chase and Toronto Dominion Securities where he advised, structured and raised over $18 billion of capital for leading financial sponsors, media, telecom, consumer product and other various companies across the globe. He also advised clients on debt tender/consent transactions that affected over $4 billion in debt. In addition, he was involved in numerous private equity investments as part of Toronto Dominion's merchant banking investments.
Mr. Acharya is also the President of the Board of Directors for the ACG NY Chapter, the single-most comprehensive networking/content platform for the middle market dealmaking community serving over 8,000 attendees. Mr. Acharya is a frequent speaker and recognized by his peers for his expertise on topics such as private equity, capital markets, family offices, and post-close value creation and portfolio management.
Mr. Acharya holds B.S. and M.B.A. degrees, both conferred with honors, from St. John's University.
MCL InvestmentsView Bio
Mr. Ajoloko is the Chief Investment Officer at MCL INVESTMENTS LP. He has a Bachelors degree in Mathematics and Statistics, Two Microsoft Certifications, a Masters degree in Accounting, CPA License and currently an MBA Candidate at Carnegie Mellon, Tepper School of Business.
Prior industry experience span nearly 10 years with experience ranging from Information technology, Financial Consulting, Wealth and Investment Management related services. Firms served include Ernst and Young LLP and Morgan Stanley.
Seward & Kissel LLPView Bio
Gary Anderson is a partner at Seward & Kissel LLP. He represents private investment funds, investment management firms, financial institutions, healthcare companies, business owners and managers in connection with a variety of business transactions, financings and general corporate matters. Gary is particularly known for his focus on hedge fund "seeding" transactions and has represented "seeders" and hedge fund managers in over one hundred of these transactions over the last several years.
XBTO InternationalView Bio
Julien Auchecorne serves as Chief Operating Officer of XBTO International, the offshore arm of the XBTO Group, one of the world's largest and most diversified participants in the cryptocurrency markets. The firm is involved in systematic trading, market making, OTC trading, asset management, mining, blockchain development, and strategic venture investing. XBTO is primarily located in New York, Paris, and Bermuda.
Before joining XBTO, Julien ran corporate development for a Peer to Peer lender in the U.K. where he led the firm's capital raising and acquisition strategies. Prior to this and taking the leap into Fintech, Julien worked for JPMorgan's Asset Management Ultra High Net Worth advisory and structuring desks, as well as for the Investment Bank's Hedge Fund team. Julien's investment banking career spans over a decade in advisory and trading roles in London, Hong Kong and Paris.
Julien holds a Masters in International Relations and Finance from Sciences-Po in Paris and a Bachelors Degree in Philosophy and Politics from the University of York.
Ranjan Bhaduri, Ph. D.
Founder, President & CEO
Bodhi Research GroupView Bio
Dr. Ranjan Bhaduri is the Founder, President & CEO of Bodhi Research Group. Bodhi Research Group is focused on research and education in the alternative investments industry. Dr. Bhaduri has extensive experience in hedge fund research, hedge fund factorization, portfolio management, and due diligence (investment, operational, and structural). Dr. Bhaduri has designed and implemented an institutional due diligence and research program. Dr. Bhaduri's experience includes being on an Investment Committee at Morgan Stanley where he conducted due diligence and helped design customized portfolios of Alternatives. Earlier, he was at a Canadian Fund of Funds, and at a multi-billion dollar capital management firm where he was involved in all aspects of its fund of hedge funds and structured finance business. He has also worked with two major Canadian investment banks in the Financial Strategy Consulting Group and in Global Risk Management & Control, respectively.
Dr. Bhaduri has a winning track record of leadership and training. Several of his former analysts and interns have gone on to have successful careers and have held positions at prestigious organizations, including the following firms: Ontario Teachers' Pension Plan, Goldman Sachs, J.P Morgan, Wisconsin Alumni Research Foundation, Securities Exchange Commission (SEC), Neuberger Berman, and Crabel Capital Management.
Dr. Bhaduri has held an advisory role at the East-West Center, a leading think tank on the Asia-Pacific region. He has taught finance and mathematics at several universities and lectured on Derivatives for the Montreal Exchange. Dr. Bhaduri has published papers on, and been invited to speak worldwide regarding hedge fund issues, and advanced portfolio and risk management techniques. Dr. Bhaduri was invited by the CME to be part of a special delegation that met with regulators in Beijing and Taipei to discuss hedge fund issues.
Dr. Bhaduri holds both the CFA and CAIA charters. He is a member of the American Mathematical Society, the Mathematical Association of America, the Toronto CFA Society, and PRMIA. Dr. Bhaduri previously served as a member of the All About Alpha Editorial Board, and has previously served on the CAIA Chicago Chapter Executive. Dr. Bhaduri recently served on the Board of Directors of AIMA Canada, co-chair of AIMA Canada Managed Futures Committee, and on the AIMA Global Research Committee.
Chief Legal Officer
Kristin is the Chief Legal Officer and on the executive committe. Prior to AlphaPoint, Kristin was a Managing Director with Guggenheim Partners, where she advised on asset management, broker-dealer and insurance issues. Previous to Guggenheim, Kristin was a Special Counsel at Schulte Roth & Zabel where she structured complex products, launched private businesses and provided regulatory advice. Prior to Schulte, Kristin worked at Merrill Lynch on the derivatives desk, beginning her career with stints at the Commodity Futures Trading Commission (CFTC) and the Securities Exchange Commission (SEC). Kristin has advised entities in overall legal and regulatory strategy and governance and with operational, regulatory and risk management procedures and programs. She regularly lectures at universities, trade organizations, and other forums as well as contributes articles on a variety of financial and regulatory law topics. She earned her law degree and MBA from Northeastern University and her BA from Sarah Lawrence College. Kristin is also the President and founder of Women in Derivatives, Inc. (WIND), a global non-profit with more than 6,000 members and a mission to educate and develop women leaders.
Arque Advisors, LLCView Bio
David has over 45 years of financial services experience as consultant, business manager and investment manager with among other firms JP Morgan, Continental Grain, Greenwich Associates and Lehman Brothers.
For the last 15 years David has consulted and provided marketing and sales support to asset management firms and family offices on investment strategy and on the creation and distribution of new funds and investment products.
In 2006 David created and still manages Arque Advisors, LLC a registered investment advisory firm. Arque Advisors directly and through its affiliates manage proprietary funds and separately managed accounts. Arque operates the Arque Concert series of investment programs using the Ferrell Capital Concert models. Arque Certificate Management created and managed portfolios and of real property tax liens. Arque is also an active investor in private equity and mostly recently created TBS Partners to invest in Tyton Bio-systems a green technology company. Our experience is broadly based in all asset classes and is strong in alternative assets.
Chief Operating Officer
PetroAlpha EnergyView Bio
Vincent Collaso is the Chief Operating Officer of Petro Alpha. He is the investment Advisor to the fund, and a member of the firms management committee. Vincent provides day to day oversight of Petro Alphas global business and ensures that the organization, including investment marketing, client, risk, and technology functions have the necessary connectivity, coordination, and operating processes.
Vincent has over 23 years of investment and capital markets experience. Prior to joining the PetroAlpha Energy Team in 2017, Vincent founded Premier Wealth Management. In his capacity of CEO for Premier Wealth Management, Vincent controlled all aspects of portfolio management, compliance, and insurance placement for the firm. Prior to that Vincent was the Vice President of Investments at Banc of America Investments. Under his management, his territory became the number one revenue producing program in the mid Atlantic region and number 5 investment program in the Nation. Preceding his time at Banc of America Investments, Vincent ran a high-volume trade desk for Morgan Stanley. He is highly skilled in market timing, investment analysis, wealth preservation and wealth transfer for businesses and institutional clients as well as high net worth individuals.
Vincent has significant experience in the trading of various commodities. He has vast knowledge in procedure, mid stream logistics, deal capture, operations, and compliance that allow him to garner maximum returns from these complex transactions. Vincent attended Stockton University in Galloway Township, NJ with a focus on Business Management and Finance. Mr. Collaso holds the following securities & insurance professional licenses; SERIES 7 General Securities Representative, SERIES 65 Registered Investment Advisor, Series 31 Managed Futures, Series 63 Uniform Securities State Law, Life Insurance Producer, Health Insurance Producer, Long Term Care Insurance Producer and Viatical Insurance Producer.
Founder, CEO, CIO
Terra Global CapitalView Bio
Leveraging 20 years of experience and a proven track record in the financial services industry, Ms. Durschinger founded Terra Global Capital in 2006 to promote results-based approaches to sustainable agriculture and forestry management. Ms Durschinger is recognized as a pioneer and innovator in alignment of development values and financially viable approaches to sustainable landscape management. Terra is now the leader in emerging market climate smart agriculture and reduced deforestation program development, greenhouse gas quantification and business model development, providing technical expertise their global client base of governments, NGOs, and private companies in a collaborative and participatory manner. Under Durschinger's leadership Terra has structured risk mitigation instruments, trust funds and private equity funds to drive investment capital to sustainable agricultural production and forest management. Prior to Terra, Ms. Durschinger held senior management positions in the areas of derivatives trading, investment management, algorithmic trading, risk management, and securities lending. She the Chair of the International Emission Trading Associations REDD+ working group, and is a member of the Verified Carbon Standard (VCS) AFOLU Steering Committee, REDD+ Social $ Environmental Standards Committee, VCS JNR Permanence Work Group, Coalition on Agricultural Greenhouse (C-AGG) Advisory Committee and W+ Standard Advisory Council. Ms. Durschinger and her family make small production olive oil on their farm in Mendocino County. Among her previous employers are JP Morgan, Merrill Lynch, Barclays Global Investors and Charles Schwab.
Richey May & Co.View Bio
Eric Essian joined Richey May in 2017 and serves as a Tax Manager within the Alternative Investments Practice, specializing in the taxation of hedge, fund of funds, private equity and cryptocurrency funds. Eric consults with clients, administrators, and attorneys on many types of fund tax issues, including the startup, formation and ongoing operational issues of a fund, state tax issues, taxation of financial products, and tax law changes. Eric is also actively involved in the research of tax reform and the applicability of tax law as it relates to cryptocurrencies and digital assets.
Prior to joining Richey May, Eric spent five years in Big 4 alternative investment groups in Chicago and the Cayman Islands, specializing in the tax treatments of wealth management, hedge funds, and offshore special purpose vehicles.
In his free time, Eric likes to golf, read, socialize with friends and root for all Detroit-based sports teams.
Eric currently resides in Charlotte, North Carolina with his fiancée, Nicole.
Alpha DNA Investment ManagementView Bio
Founder and CEO
The Sexiest BeautyView Bio
For over 25 years Heather Fink has been developing world-class beauty products for some of the sexiest, most sophisticated, provocative, edgy, fashion-forward brands in the world. She led the teams at Victoria's Secret Beauty, MAC, essie, bebe and Agent Provocateur in the creation of some of the most iconic products ever seen in beauty, and has the privilege of partnering with the best creative talents, labs and suppliers from around the world. Her experiences at L'Oréal, Lauder, The Limited, Interparfums and QVC afford her enormous insights and resources related to trend, innovation and the beauty marketplace.
Heather was inspired to fuse the elements from her vast history with the powerful voices of real people speaking their truth to create a brand with an authentic point of view redefining the global concept of "The Sexiest Beauty".
Elliott Davis, LLCView Bio
Renee serves as the Chattanooga Office Leader and has more than 28 years ofexperience in public accounting in both assurance and taxation. She leads theChattanooga audit practice and the firm's Investment Company Specialty Practice Group. She practices primarily in the area of financial statement audits under both U.S. and international audit and accounting standards.
Within the firm's Investment Companies Practice, Renee serves domestic andinternational funds. She advises and assists many clients in successfullymaintaining compliance with the complex rules and disclosure requirements of the fair-value accounting standards.
Renee has more than a decade of experience serving clients in the healthcareindustry. She works with one of the nation's largest long-term care chainscomprising more than 250 nursing, assisted and independent-living facilities, as well as six other independently owned facilities.
Renee also has experience assisting captive insurance companies and has served captives and captive managers ranging in size from $100,000 to over $500 million in total assets.
PAAMCO Launchpad / Atlantic Aligned InvestorsView Bio
Andrew Gitlin is the CEO of PAAMCO Launchpad, the firm's early-stage manager seeding solution. In this role, he is responsible for developing and maintaining relationships with institutional partners as well as identifying emerging managers for consideration in the program. Andrew has been a pioneer and leading executive in hedge fund and manager seeding for almost 30 years. He began his career at Chase Manhattan Bank, where he launched the first U.S. commercial bank hedge fund. In his role at Chase, Andrew was focused on developing early due diligence techniques and identifying and accelerating emerging investment talent. Andrew later joined AIG where he built the first large-scale seeding platform inclusive of full back office operations and marketing support for new managers and funds. Over ten years, Andrew would build this AIG unit into a $3.5 billion business. Following AIG, he launched his own arbitrage hedge fund which grew to nearly $1 billion in assets under management within 18 months. Most recently, Andrew has partnered with the government of Dubai to build an alternative investment business for the Gulf Cooperation Council (GCC). Following his stay in Dubai, Andrew launched the Prime Allocation Group and subsequently Atlantic Aligned Investors to identify, fund and nurture emerging managers worldwide. Andrew graduated from Cornell University with a BS in Industrial and Labor Relations. He is also the author of the book Strategic Currency Investing: Trading and Hedging in the Foreign Exchange Market.
Blockchain Program Lead
Richard M. Godwin leads SEI's corporate blockchain program, which supports the company's various business units, information technology, and operations. In this role, Richard makes recommendations for blockchain initiatives and implementation, and oversees reporting project progress and risks to key stakeholders. While attending law school at Rutgers University, Richard discovered Bitcoin and spent most of his free time researching and studying the cryptocurrency, blockchain, and economics. When he graduated, he decided to transition from law to finance. After joining SEI's fund distribution center, Richard moved into a Blockchain Research Analyst role and subsequently, Blockchain Strategy Lead. Richard just finished his master's degree in Financial Services from Saint Joseph's University.
Senior Vice President, Senior Portfolio Manager-Responsible Investing
Valerie Grant, CFA is a senior vice president and Senior Portfolio Manager in the Equities Department at AllianceBernstein LP where co-manages Responsible US Equities, a Large Cap US equities portfolio designed to optimize return, risk and responsibility. In addition, she engages with clients and prospects on AB's capabilities in Responsible Investing as AB expands its presence in this area. Previously, she was a senior research analyst covering the media, Internet and consumer discretionary sectors for the US and Global Large Cap Value portfolios. Prior to that role, she covered the healthcare and consumer discretionary sectors for the firm's US Small/Mid-Cap Value team. Grant joined AB in 2006 as a short specialist for the Advanced Value and Global Opportunities Funds. Prior to that, she managed corporate acquisitions, divestitures and licensing transactions in the Corporate Development Group at Bristol-Myers Squibb. Grant holds a BS in Economics from the Wharton School at the University of Pennsylvania and an MBA, with high distinction, from Harvard Business School. She was also a Rotary Foundation Scholar in the Department of Economics at the University of Zimbabwe and is a CFA charter holder. Location: New York
Bertha Jimenez, Ph.D.
Bertha Jimenez, Ph.D. is the CEO and co-founder of RISE. RISE is a food-tech startup that uses its patent-pending process and technology to convert organic byproducts into consumable foods. Currently, RISE is focusing on turning the by-product of the beer into an ultra-nutritious and tasty flour. Dr. Jimenez recently received her Ph.D. from NYU on May 2016. Her doctoral thesis was entitled the Entrepreneurial Sandbox: The role of co-curricular programs on nurturing student entrepreneur. Dr. Jimenez holds a B.S. in Mechanical Engineering from the Escuela Superior Politecnica del Litoral (Guayaquil, Ecuador) and an M.S. in Engineering and Technology Management from Portland State University (Portland, USA).
MJ Alternative Investment ResearchView Bio
Meredith A. Jones is an internationally recognized researcher, writer, blogger speaker and expert in the alternative investment industry. She is the author of Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too), which won an Axiom Award gold medal in 2016. She is also a contributor to Institutional Investor magazine, with a featured monthly column called "The Broadside". Her bi-weekly blog appears in a variety of media outlets as well.
Meredith was named as an Inc. magazine's "17 Inspiring Women To Watch in 2017" and as a Distinguished Author by the Securities and Exchange Commission in 2018.
She serves on the Board of Directors for Rock the Street, Wall Street, a non-profit that provides financial and investment literacy programs to high school girls.
Over the past 19 years, Meredith has presented her original research and insights to industry participants around the world. She is a frequent speaker on the international conference circuit and has had her findings published in books and major media outlets, including the Economist, the New York Times, CNBC, the Wall Street Journal, the Financial Times, the Journal of Investing, and others.
As founder of MJ Alternative Investment Research, Meredith continues to provide timely research, education and actionable insights to the alternative investment community, with a particular emphasis on gender and investing, emerging managers, diversity, and ESG/impact investing.
Aaron Kellner serves as a Principal at SeedInvest, a leading equity crowdfunding platform that has funded over $50 million into 100+ early-stage companies to date. Previously, Kellner worked at Goldman Sachs on the firm's NYSE Designated Market Maker desk. There, he provided situational advice to traders and developed pitch books for prospective issuers, resulting in wins worth over $100 billion in aggregate market capitalization.
Before joining Goldman Sachs, Aaron worked as a private equity analyst at a small-cap fund where he was primarily responsible for analyzing investment opportunities and conducting due diligence. He graduated summa cum laude from NYU's Stern School of Business.
Pepper Hamilton LLPView Bio
Todd R. Kornfeld is of counsel in the Financial Services Practice Group, resident in Pepper's New York office. Mr. Kornfeld concentrates his practice in securities and derivatives law, particularity with respect to the Securities and Exchange Acts, the Investment Advisers Act and the Commodity Exchange Act.
He also advises on general corporate matters. His clients include issuers in token sales and investors in cryptocurrencies and digital assets such as Bitcoin, NASDAQ listed biotech companies with financing and securities reporting and compliance needs, and hedge fund managers who need assistance with fund formation and regulatory matters, including CPO registration.
Mr. Kornfeld also represents parties in the negotiation of derivatives and trading contracts, in particular with respect to prime brokerage, future commission agreements and interest rate, energy and environmental derivatives. Additionally, FinTech, public securities offerings including PIPEs, financial regulation and the commodities space are of particular interest to Mr. Kornfeld. He also has extensive experience representing issuers, placement agents and investment managers with various structured finance products, including CLOs, CDOs, CMBS and credit-linked notes.
Parsons & WhittemoreView Bio
Gregory Landegger leads digital currency and blockchain investments at Parsons & Whittemore, Inc. (P&W), a single-family office managing a portfolio of public and private investments in a diverse range of industries and stages of development. Greg began his career rising to hold global executive positions in the pulp and paper equipment manufacturing industry. He subsequently transitioned to a private equity role where he led operations and turn-arounds for different financial managers. Since 2015, he has managed the investment efforts for P&W in making over 20 earlier stage equity investments across the digital currency ecosystem.
Pepper Hamilton LLPView Bio
Irwin M. Latner is a partner in the Corporate and Securities Practice Group of Pepper Hamilton LLP, resident in the New York office. Mr. Latner has a broad-based practice that focuses on representing hedge fund and private equity fund managers in the establishment of private investment funds and their ongoing operations. He represents both domestic and offshore managers who employ varied investment strategies and need assistance with fund setup and structuring, SEC and CFTC registration and reporting, agreements with seed or early-stage strategic investors, upper-tier management company structuring, developing effective compliance programs, marketing and advertising practices, employment and compensation arrangements, portfolio investment transactions, and compliance with the myriad federal and state laws applicable to their businesses.
Tracking the evolution and diversity of investment markets, Mr. Latner represents funds and managers pursuing a range of liquid, illiquid and hybrid investment strategies, including pledge funds, direct lending funds, emerging market and macro funds, structured credit funds and art funds, as well as traditional private equity, real estate, venture capital and energy/infrastructure funds. Mr. Latner also advises several crowdfunding and online investment platforms.
Mr. Latner advises U.S.-based and non-U.S.-based broker-dealers, placement agents, commodity trading advisers, seeding and incubation firms, and other types of financial service companies and alternative investment firms, both in legal compliance and strategic growth matters. He also counsels various private equity firms in transactional matters as well as investors and asset managers in structuring joint ventures, working capital financings, managed-account agreements and single-investor funds.
Mr. Latner actively advises and assists clients in achieving their legal and business goals, including making strategic introductions to potential funding sources, key employees, consultants and service providers. He has written several articles and has been quoted extensively in the press on the topics of early-stage investing, launching a new fund and strategic approaches to capital raising.
In addition, Mr. Latner counsels family offices in all aspects of their business and investment platforms, and he works with emerging companies on early-stage financing and capital-raising transactions, governance structures, and employment agreements and related compensation structures. In particular, Mr. Latner has represented a number of domestic and international family offices in structuring and implementing their investment and governance platforms, developing succession planning structures, minimizing risk exposures and monitoring regulatory compliance.
Before joining Pepper, Mr. Latner was a partner and chair of the Hedge Fund Group at Herrick, Feinstein LLP in New York. He also co-founded Herrick's Family Office Group.
Jason Leung is the Global Head of Cumberland - a DRW Company, and a global leader in cryptoassets. Jason has over twenty years of experience in traditional financial markets, with the majority of his career focused on foreign exchange options.
Jason joined DRW in 2013, where he successfully built and managed the global FX options team before joining Cumberland, uniquely positioned between the traditional financial markets and nascent cryptocurrencies space. Jason's deep OTC experience in trading currencies around the clock globally has been instrumental in expanding Cumberland's liquidity solution offerings.
Cumberland has teams in Chicago, London and Singapore and provides two-sided, institutional-sized liquidity 24 hours a day to counterparties in over 35 countries.
Jason started his career on the floor of the Chicago Mercantile Exchange and has worked for major financial institutions in Chicago, Stanford, London and Singapore over the course of his FX career.
Jason earned a BS and MS in Electrical Engineering from the University of Illinois at Urbana-Champaign.
CEO - Private Equity, Venture Capital and Real Estate
Jay is a recognised leader in private equity administration with more than 24 years of industry experience. He is responsible for Mainstream's private equity, venture capital and real estate fund administration business globally.
Prior to joining Mainstream, Jay built SS&C's Private Equity Services Group from 2004 to 2015. Most recently he founded boutique private equity administrator Paddock Fund Services.
Jay earned a Bachelor of Science in Accounting from Rowan University.
Bermuda Business Development AgencyView Bio
Sean is Interim CEO at the BDA, overseeing all the agency's industry initiatives and stakeholder relationships. Previously, he was the BDA's Head of Business Development, and also was responsible for both the asset management and trust & private client sectors. Sean has more than 20 years of financial services experience, including three years as vice president of Citi Hedge Fund Services for Citigroup, New York. Prior to Citi, Sean held senior roles with Butterfield Fulcrum Group as director of business development, and with HSBC Alternative Fund Services as client relationship manager in New York and Hong Kong.
McMorran StrategistsView Bio
Kathy Murray is an experienced and creative business growth executive, angel investor and advisor. She applies her sales and operational skills to achieve significant cooperation, operational efficiencies and revenue in order to increase each firm's growth strategy. Kathy is Principal of McMorran Strategists, LLC.
Earlier, Kathy held C-Suite roles at publicly-traded firms and partnerships - Aetna, PwC and FARO - in sales, business development and operations.
Other current affiliations include: Board Member Daily Gazette (a Schenectady family-owned media firm), Chair of Executive Forum and Founder of Executive Forum Angels, Board Member and Past President of Harvard Business School Women's Association of NY, Trustee on the University of Rochester Board and Fellow at the Foreign Policy Association. Kathy is a frequent speaker/instructor on business development, angel investing, innovation, strategic thinking and building relationships. In the past, she has served on the Board of Verity Wines LLC, a wine distributor in New York City, Board of New England Mechanical Services, a heating, ventilation and air conditioning firm, previously in Hartford, CT and Advisory Board of TempBuddy (now eRecruit), a Saas Enterprise Software for temp firms based in Dublin, Ireland.
Kathy received a BA in Math and General Science from the University of Rochester and the Advanced Management Program Degree from Harvard Business School.
President & CEO
Alpha Innovations Ltd. & Laureate Digital Securities Ltd.View Bio
Lawrence Newhook is a veteran investment professional with a 20+ year track record investing globally across all asset classes. He has built successful investment and hedge fund portfolios for the pension, family office, and high net worth investor communities, with a particular focus on identifying and extracting sources of alpha from both public and private markets. Mr. Newhook serves as the President & CEO of Alpha Innovations, where he oversees all facets of the business, including product innovation, alpha identification, and risk management. Lawrence also leads Laureate Digital Securities, a cutting edge technology firm that is creating an institutional blockchain platform of investment funds.
Prior to launching Alpha Innovations and Laureate Digital Securities, Lawrence was a member of the management team at Point72 Asset Management LP for twelve years, where he managed the team responsible for the firm's external investments in hedge funds, private equity, venture capital and real estate. His team was also responsible for evaluating all discretionary and quantitative PMs, analysts and traders to ensure the standard of only hiring best in class investment talent. Earlier in his career, Mr. Newhook was the Portfolio Manager of Alternative Strategies for OMERS, one of the largest Canadian pension plans, where he designed, developed, and managed its hedge fund and active currency programs. Prior to this, he traded international OTC and listed derivatives and cash markets, and helped manage global derivatives and FX portfolios for both the pension fund and large banks.
Mr. Newhook holds a Masters degree in Financial Economics from the University of London and is a CFA Charterholder.
Rialto TradingView Bio
Shari Noonan is Rialto Trading's CEO and has more than 20 years of experience in the financial services industry. Rialto Trading delivers electronic trading solutions to participants in the corporate bond market and is expanding their ATS into digital securities. Shari has extensive experience in building and scaling operations and products with Deutsche Bank, Goldman, and Instinet and was directly involved in the electronification of the Equities market. She worked to develop many of the initial products in equities electronic trading, including dark pools and ATS's, advanced algorithms, and electronic negotiations. She received a BS in Accounting from Marquette University and MBA from Columbia University and holds Series 3,7,24,55,63 registrations.
Human Rights ActivistView Bio
Twenty-four-year-old human rights activist and North Korean defector Yeonmi Park is fast becoming a leading voice of oppressed people around the world. At the 2014 Oslo Freedom Forum and the One Young World Summit in Dublin, she became an international phenomenon, delivering passionate and deeply personal speeches about the brutality of the North Korean regime.
Her address to One Young World on the horrors of detention camps, political executions, and sex trafficking has been viewed over 350 million times on YouTube. Park's escape from North Korea has given the world a window into the lives of its people. The BBC named her one of their Top Global Women. In 2017, Park joined the Tory Burch Foundation's Embrace Ambition campaign, a global effort to dispel the double standard of ambition as a positive trait in men and a negative trait in women.
Born in Hyesan, North Korea, Yeonmi grew up in a society devoted to the worship of Dear Leader Kim Jong-Il and hatred for enemies of his regime. It was normal for Park to see dead bodies as she walked to school and to be so hungry she ate wild plants. After watching a pirated copy of the film Titanic, the veil of tyranny began to fall. Yeonmi had caught a glimpse of a free world that one day she would yearn to join.
In 2002, Yeonmi's family suffered a crucial blow. Her father, who smuggled gold, nickel, and silver before being caught, was tortured and sentenced to over 10 years in a forced labor camp. After his early release on medical leave, the family decided they had to flee North Korea, but became separated before they could escape together. In 2007, Yeonmi and her mother crossed a frozen river into China, hiding from Chinese authorities who would return them to North Korea. Two years later, they reached the Mongolian border and spent a freezing night in the Gobi Desert, dodging patrols and crawling through barbed wire to seek refuge to South Korea. Yeonmi's searing memoir about her escape, In Order to Live: A North Korean Girl's Journey to Freedom, was released in the fall 2015.
Yeonmi has taken it upon herself to tell the story of millions, urging the world to recognize the oppressed people of Kim Jong-Un's reign. She believes that change will come through young people like herself, whose exposure to capitalism and Western media is eroding the authority of the Kim dynasty.
Currently a student at Columbia University, Yeonmi has published an op-ed about North Korea's "Black Market Generation" in the Washington Post, and has been featured on CNN, CNBC, and the BBC, as well as in The New York Times and The Wall Street Journal. She serves on the board of directors of the Human Rights Foundation.
Co-Founder and President
Maven PicturesView Bio
Celine Rattray has over thirty independent films under her belt as a producer. In 2010, Rattray co-founded Maven Pictures, Maven Pictures with Trudie Styler, a transatlantic development, production, and financing company. Styler (wife of acclaimed musician, Sting), a BAFTA- nominated producer (LOCK STOCK AND TWO SMOKING BARRELS, MOON) and Oscar-nominated filmmaker Rattray (who won a Golden Globe for THE KIDS ARE ALL RIGHT) focus on innovative storytelling with premiere talent. Together, they work to produce high quality independent films while taking advantage of cultural resources in New York and London and working with top tier filmmakers.
Before founding Maven Pictures, Rattray ran Mandalay Vision, producing THE KIDS ARE ALL RIGHT, the 2010 Sundance Film Festival darling directed by Lisa Cholodenko and starring Julianne Moore, Annette Bening and Mark Ruffalo, which garnered 4 Academy Awards nominations, 2 Golden Globes wins, as well as 4 BAFTA and 5 Independent Spirit Award Nominations. The film was purchased by Focus Features following a two day bidding war that resulted in the biggest sale of the festival. Rattray also produced THE WHISTLEBLOWER, a drama directed by Larysa Kondracki and starring Rachel Weisz, Vanessa Redgrave and David Strathairn, and 2012‘s breakout dark comedy BERNIE directed by Richard Linklater, starring Jack Black, Shirley MacLaine and Matthew McConaughey. Rattray was a founding principal in Plum Pictures, which she ran with her partners Galt Niederhoffer and Daniela Taplin. In just six short years, the prolific company made twenty independent films, including ten Sundance Film Festival selections, one Toronto Film Festival® selection and one Berlin International Film Festival selection. Plum's festival accolades include Grace is Gone, directed by James C. Strouse and starring John Cusack, which received two Golden Globe® nominations, one for Best Score and another for Best Song by Clint Eastwood.
At Maven, some of her credits include FILTH, which went on to be the second highest grossing R-rated film at the UK box office in 2012 and won James McAvoy a Scottish BAFTA for Best Actor; TEN THOUSAND SAINTS, an adaptation of the best selling novel, which starred Ethan Hawke, Emile Hirsch, Hailee Steinfeld, and Asa Butterfield. Rattray was an executive producer on STILL ALICE, in which Julianne Moore gave an Oscar-winning performance, and Andrea Arnold's AMERICAN HONEY, which won the honor of the Grand Jury Prize at the 69 th International Cannes Film Festival and was released by hit indie distributor A24. She also produced NOVITIATE, which won the Breakthrough Director award at Sundance for Maggie Betts' directorial debut, and THE KINDERGARTEN TEACHER, which stars Maggie Gyllenhaal sold to Netflix after its premiere at Sundance in 2018, where its writer/director Sara Colangelo won the directing award.
In 2008, Rattray was selected by Crain's New York for its prestigious "Forty Under 40" list. Prior to founding Plum Pictures, Rattray was hired by HBO as Director of Marketing and Business Development. During her three years at HBO, Rattray oversaw product development, marketing, operations and programming, launched HBO on Demand, which grew into a major revenue stream for the network. Rattray graduated with a first class degree in Mathematics and Philosophy from Oxford University. She worked as an associate in McKinsey's Media and Entertainment practice from 1998 to 2000, with clients including the BBC, Channel 4, the British Film Institute and Time Warner. Rattray is a member of the Academy of Motion Picture Arts and Sciences, and currently serves on the board of BAFTA New York.
Progress PartnersView Bio
Davis has worked with Progress Partners for over eight years on helping technology entrepreneurs execute inorganic and organic plans through capital raise, M&A, or partnership development. Davis has experience in the securing of mandates, materials and model development, market and competitive analysis, client management, deal distribution, promotion, and closing.
Davis also has experience on the investing side with Progress Ventures, a venture capital fund making early-stage investments in media and advertising technologies, particularly in helping to source and diligence new opportunities.
Additionally, Davis runs product and content of IndustryMaps.com, which is a mapping startup designed to provide greater understanding and digestion of emerging and legacy technologies as they exist within industry ecosystems. The platform is designed to help entrepreneurs, investors, buyers, and advisors grasp the velocity of change taking place within marketplaces.
Prior to working with startup technologies, Davis was a Contributing Editor for the US Military Academy at West Point's Oral History Project to assist in the design and content of a new website for cadets on The Arab Mind.
Davis graduated from Bucknell University with honors in International Relations (Middle-Eastern concentration), and minors in Arabic and Economics. Davis has lived, studied, and taught in Egypt and Jordan.
James Rosebush is a widely recognized leader in building and managing corporate and philanthropic organizations and serving as the outsourced CEO and senior advisor for wealth families, and family offices. For over twenty years he has been CEO of an international consulting firm, GrowthStrategy, Inc. a company focused on management strategies, finance and wealth management, marketing, and communications, throughout the world.
He pioneered a holistic approach to organizational consulting which has resulted in measurable growth in earnings or assets under management for corporate clients. GrowthStrategy clients have included major international companies and startups such as JPMorgan, Mercedes-Benz, Tudor Investments, Bankers Trust, Bessemer Trust, McDonald's, Sapient, Cannon, Coca-Cola, The Carlyle Group, Stargazer Fund, GlobalBond Fund, Columbia Capital, Cisco Systems, Calibre, Northgate Capital, Medigo, Children's Hospital Los Angeles, Mitretek, and over 300 others.
Web pioneer, author, and serial entrepreneur David Siegel is the CEO of both the Pillar project and 20|30. In July 2017, he led a team of volunteers to a successful ICO of the Pillar project, raising over $20 million and is now operating in London. In 2016, David was a candidate to be the next dean of Stanford business school. Prior to that, he started 23 companies, including Studio Verso, one of the world’s first digital agencies, which he sold to KPMG. David is the author of five books on the web and business. His most recent book, Pull, describes an entirely new way to think about data that the Pillar project is now building.
Stanford has been immersed in the for-profit education business for 30+ years. In 1980 he founded the Silver Betty Advertising agency which is one of the leading full service Education Vertical direct response advertising companies in the United States. He has worked with over 250 Education Vertical universities, colleges, and schools.
Stanford has a matchless understanding of post-secondary education institutional Admissions & Marketing and is renowned for proactivity in delivering and managing low student acquisition costs in competitive environments. He has broad experience leveraging social media, public relations and mass media for student lead production and has prodigious expertise in turning unprofitable educational institutions into profitable ventures.
Founder and CEO
On PepperView Bio
Pulak Sinha is the Founder and CEO of Pepper, a technology provider, designing the next generation of digital infrastructure for investment managers, incorporating the latest in Cloud, Artificial Intelligence, Open Architecture and User Interface Technologies. Before leaving to start building the digital platform that would become Pepper, Pulak Sinha was a founding member of GSO Capital Partners - currently one of the largest credit hedge funds. Pulak has also gained valuable expertise in the field of regulatory risk, market risk and credit risk management for large banks, having worked at Citigroup, Bank of America and Credit Suisse. He has an MBA from Columbia Business School and an undergraduate in engineering from IIT in India.
John "Morgan" Slade
CloudQuant Capital ManagementView Bio
Morgan has over 20 years of experience as a trader, researcher, portfolio manager, executive and entrepreneur in the financial services industry. He is the CEO and Chief Investment Officer of CloudQuant Capital Management, a crowd-researcher powered quantitative investment fund, with an impressive seven-year track record, utilizing machine learning and other artificial intelligence research techniques to generate returns.
Morgan's career has included leading roles as a senior Buy-side and Sell-side Trader, High Frequency Market Maker, Portfolio Manager, Head of Research, Head of Trading, and executive of several of the world's largest and respected hedge funds, investment banks and CTAs. These include Millburn Ridgefield, Merrill Lynch & Co, Carlson Capital, Citadel Investment Group, and Allston Trading. After completing graduate school at MIT, Morgan started out as a trader for one of the world's largest hedge funds in the late-90s. Morgan then went on to develop pioneering strategies applying machine learning to investing in global Equities, Futures, FX and Fixed Income markets.
Morgan's proven track record in high frequency trading, quantitative investing, portfolio management and risk management were the ideal foundation for his role leading CloudQuant. He is a recognized expert and frequent speaker on artificial intelligence, crowd-sourcing, quantitative investing, high frequency trading, autonomous market making and is interested in the application of various forms of artificial intelligence to quantitative investing. Morgan has SB and SM in Materials Science and Engineering with a concentration in Finance from MIT.
CloudQuant can be found at www.CloudQuantCapital.com (for investors) and www.CloudQuant.com (for global crowd researchers). CloudQuant's revolutionary high frequency simulation platform and proprietary Jupyter Lab financial data science platform offer anyone with an internet connection free institutional-grade tools and alternative datasets and the opportunities to join CloudQuant's global research team. CloudQuant's research community includes thousands of researchers from over 161 countries.
Hub CultureView Bio
Stan is the founding director of Hub Culture and a noted expert on the impact of social globalization.
In 2008 his essay on the future of peer-to-peer networks was named the lead breakthrough idea of 2008 by the Harvard Business Review. He is the author of the 2002 book Hub Culture, The Next Wave of Urban Consumers, which was the seed for the Hub Culture movement.
Originally from Arizona, Stan lived in Hong Kong and London working with Time Warner, where he ran international marketing for business properties at Time Inc, including FORTUNE, Money, Business 2.0, cnnmoney.com and others prior to his role with Hub Culture.
Adroc Technology PartnersView Bio
Jed Talvacchia (General Partner) Jed is a co-founder of Adroc Technology Partners. He is currently a Director for R3's Corporate Development, supporting the firm's capital raising and strategic planning including raising R3's record $120mm+ Series A. Prior to joining R3 in January 2017, Jed worked in the Financial Institutions Group of Goldman Sachs' Investment Banking Division, where he advised Financial Technology and Asset Management companies on market strategy, capital planning, and mergers/acquisitions. Jed holds an MBA from Dartmouth's Tuck School of Business, an MA from the School of Advanced International Studies (SAIS) at Johns Hopkins University, and a BA from the College of William and Mary. Prior to graduate school, Jed worked for at the US Attorney's Office for the Southern District of New York and at the US Embassy in Baghdad, Iraq. Jed has also worked at the Federal Reserve Bank in New York.
CEO and Chief Research Officer
Telsey Advisory GroupView Bio
Dana Telsey is the CEO and Chief Research Officer of Telsey Advisory Group (TAG). TAG's research team covers U.S. and international companies across all market caps in the following sectors: apparel manufacturers, children's and teen retailers, consumer electronics retailers, cosmetics, department stores, discounters, footwear, gaming and lodging, home furnishings retailers, home improvement retailers, internet, luxury goods, office supply retailers, off-price retailers, restaurants, specialty apparel retailers, sporting goods retailers, and supermarkets. Founded in 2006, TAG has grown to be a leading equity research, trade execution, investment banking and consulting firm, focusing on the consumer space. TAG is also certified as a Woman-Owned Business Enterprise by several states, cities, the Women's Business Enterprise National Council and numerous plan sponsors across the country. In 2015, Ms. Telsey also formed Telsey Consumer Fund Management LP, an asset management firm that manages a long/short hedge fund investing in consumer-based companies.
Ms. Telsey has followed over 100 companies during her 31-year career and is the only U.S. based analyst to provide complete analysis of the European luxury goods sector. From 1994 to 2006, she was at Bear, Stearns & Co. Inc. covering the retail sector as a Senior Managing Director. Prior to working at Bear Stearns, Ms. Telsey was the Retail Analyst at C.J. Lawrence and Vice President of the Baron Asset Fund at Baron Capital, Inc.
In 2018, Ms. Telsey was elected to the International Council of Shopping Center's (ICSC) Board of Trustees for an initial three year term. In 2016, Ms. Telsey won the Thomson Reuters award for "Number 1 Stock Picker for Multiline Retail". In 2015, Ms. Telsey was selected, "from hundreds of nominees by the National Retail Federation (NRF) executive judging panel of top industry CEOs", as one of the 24 winners of The List of People Shaping Retail's Future. In 2014, Ms. Telsey was honored with the designation of Woman- Owned Brokerage of the Year by Traders Magazine for successfully growing her firm by developing and delivering top-notch research and trading tools. In 2011, Traders Magazine awarded her as Entrepreneur of the Year. Ms. Telsey is a thirteen-year member of Institutional Investor magazine's "All-America Research Team" where she was ranked the Number One Specialty Stores analyst for seven consecutive years through 2005.
Ms. Telsey is a regular guest analyst on both CNN and CNBC and has appeared as a special guest on such programs as Bloomberg Radio, World News Tonight - ABC News, Good Morning America, The NBC Evening News, The Today Show, BNN, and BBC amongst many others.
Ms. Telsey graduated from Hobart-William Smith Colleges with a B.A. degree in History and Spanish and received her M.B.A from Fordham University.
Supernode VenturesView Bio
Laurel Touby is former business journalist, exited tech CEO and the founding partner at Supernode Ventures (formerly Flatiron Investors). Supernode Ventures is a microVC, focusing on pre-seed/early stage tech startups. With 15,000+ network connections, Laurel sources promising companies at the cusp of hyper-growth. Most of her investments have been in Enterprise, B2B, SaaS and FinTech.Prior to Supernode Ventures, Laurel founded mediabistro.com, an online pioneer that revolutionized the way people in the media industry do business, connect and communicate. A former business journalist, Laurel remains actively engaged with the media via her popular Tech Media Dinner & Discussion events. She is a sought-after public speaker and hosted her own tech show, "Secrets of Successful Startups" on CBS Interactive.
portfolio of 20 companies including: Braze (formerly Appboy), LaunchMetrics, PeerIQ, Credijusto, Click Therapeutics, AlphaHQ and others.
No founder can question the value add of being a Supernode Ventures portfolio company. An inveterate connector, Laurel and her team dip into the Network daily to connect portfolio CEOs with potential customers, investment and media.
Knowing Laurel also means being connected to your peers in new and interesting ways, whether you are a Tech CEO (Cereal
Entrepreneurs breakfasts), investor (VC Potluck Deal Dinners), tech journalist (Tech Media Dinners), or a potential customer for her portfolio companies (CMO/CTO/CIO Dinner events). In this way, Supernode Ventures remains always tapped into amazing deal flow. Laurel lives in a loft in the heart of Silicon Alley and is married to Inc. Magazine Director of Editorial Jon Fine.
Golden SeedsView Bio
Peggy Wallace is a Managing Partner of Golden Seeds LLC and was a founding member of the organization. She is an Owner Operator of Golden Seeds as well as a Managing Partner of the Golden Seeds Funds. Peggy Wallace is an experienced Board Member.
She provides strategic advice to the core group of fund companies. Because of the sector diversity and geographic breadth of Golden Seeds and her passion for following disruptive technologies, she remains current on industry, economic, and global trends. Wallace retains board positions with privately held Cognition Therapeutics, Chromis Fiberoptics, and Bergen Medical. She is a board observer on Cadenza Innovation and Paradigm 4. She has served as a juror on the International Cartier Women's Initiative Award and served as a Judge for the NY EY Entrepreneur of the Year Award.
Peggy Wallace is quoted in the media for her expertise on angel investing and has been featured on Bloomberg News. Before founding Golden Seeds, Wallace was on Wall Street as a Managing Director in the Structured Finance/financial institutions arena. She spent a significant portion of her career at JP Morgan/Chase.
Discovery Capital ManagementView Bio
Markus Wellmann is Chief Operating Officer at Discovery Capital Management, LLC ("Discovery"). Discovery is a family office owned multi-manager hedge fund and registered investment adviser. For over six years, Markus has been integral in the firm's portfolio management and manager selection, as well as ongoing monitoring and risk analysis of strategies for the Discovery Funds. Additionally, Markus has focused on portfolio customization, targeting specific client solutions. He works closely with the firm's various service providers to enhance operating efficiencies.
Prior to Discovery, Markus focused on product development at technology start-ups for iPhone and Android app development.
Markus holds a bachelor's degree in Economics from New York University and is a CAIA Charterholder.
Chief Operating Officer
XBTO GroupView Bio
Brice Wilson serves as Chief Operating Officer of XBTO Group, one of the world's largest and most diversified participants in the cryptocurrency markets. The firm is involved in systematic trading, market making, OTC trading, asset management, mining, blockchain development, and strategic venture investing. XBTO is primarily located in New York, Paris, and Bermuda.
Prior to joining XBTO, Brice spent seven years in business and investing capacities at Magnitude Capital, LLC, a $4 billion fund of hedge funds based in New York City, where he served as both the Head of Operational Due Diligence and the Head of the Managed Account Platform. Prior to that, Mr. Wilson was a Director at AlixPartners where he led investigations of complex financial frauds and other litigation matters. Brice spent the first ten years of his career at Deloitte, serving the firm's top financial services clients in audit and other capacities, with a focus on broker-dealers, banks, internal control, and a variety of technical accounting and regulatory matters.
Brice holds a BS in Computer Engineering and Computer Science, and a MS in Accounting, both from the University of Southern California. He is a Certified Public Accountant, a Certified Fraud Examiner, and a CFA Charterholder.
Director, Head of Manager Research
Massey Quick Simon & Co.View Bio
Wayne joined Massey Quick Simon in 2017 as a member of the Investment Research Team and is a voting member of the firm's Investment Committee. His primary responsibilities are to lead the manager research process and support the CIO in asset allocation, portfolio construction, and investment due diligence. Prior to joining the firm, Wayne was a Co-Portfolio Manager and member of the Investment Committee for SAIL Advisors, a hedge fund investment firm headquartered in Hong Kong. He also served as the senior analyst for their Credit and Event-Driven strategies. Prior to SAIL, he was the Sector Head for Credit and Event-Driven strategies at Robeco-Sage, a hedge fund investment firm based in New York.
Wayne started his career in investing at Delaware Investments as a Research Analyst for high yield and investment grade bonds across various industries. He then joined Goldman Sachs' Investment Research department where he was the Senior Analyst covering high yield credit in the Technology sector.
He is a graduate of the University of Pennsylvania where he received a B.A. in Economics and in International Relations. Wayne is a CFA charterholder.
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