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Mohannad Aama

Managing Director
Rutgers University

Mohannad Aama CFP®, FRM is Managing Director of Professional Programs at Rutgers University where he overseas graduate level quantitative finance and Data Science/Machine Learning MS programs. He is also affiliated with Beam Capital Management, a New York-based registered investment management and advisory firm. He has been a speaker at numerous asset management and investment conferences globally and has made regular appearances on national and international TV and print media outlets. Mr. Aama earned a B.A. in Economics from Brooklyn College in New York City and an MBA in Finance and Accounting from the Simon Graduate School of Business at the University of Rochester. He holds the CFP® cer ... (view full description)

Sam Adams

CEO & Co-Founder
Vert Asset Management

Sam is CEO and co-founder of Vert Asset Management.  He also chairs the Investment Research Group. Sam leads the development of new products to help make sustainable investing easier for investors. He has been a featured speaker on sustainable investing at financial advisor conferences in the US, UK, Europe, and Australia. Sam is the author, with Larry Swedroe, of ‘Your Essential Guide to Sustainable Investing’.  He is an instructor for the College of Financial Planning’s Chartered SRI Counselor Program, and is member of the Plan Sponsor Council of America’s Investment Committee. Prior to launching Vert, Sam spent 20 years at Dimensional Fund Advisors where he led the ... (view full description)

Darya Allen-Attar

Financial Advisor
Morgan Stanley Wealth Management

Darya Allen-Attar is a Financial Advisor at the Santa Monica office of Morgan Stanley Wealth Management. Drawing on over 25 years of experience at Morgan Stanley, Darya focuses on providing a comprehensive institutional approach to investment management for endowment portfolios of all kinds. With a strong background in socially responsible “Investing with Impact,” Darya helps investors evaluate the key environmental, social, and governance challenges and opportunities facing their portfolios. She is experienced at guiding invested capital into alignment with an organization’s core values, an issue of increasing priority to mission-focused investors. Prior to her role in the Santa Monic ... (view full description)

Jim Altenbach

Portfolio Analyst
DFPG Investments, Inc.

James Altenbach, CFA joined DFPG Investments in 2019. As a Portfolio Analyst, he continues his work in the field of alternative investments, focusing on the permanent portfolio strategy. He researches and implements multi-asset permanent portfolio strategies using multiple asset classes including financial and hard asset classes. Previously, he was an investment advisory professional at Penniall Associates, where he also focused on the permanent portfolio strategy. He does proprietary research including statistical modeling and portfolio design, and has authored numerous published reports and articles on the global economy, financial markets, and investing, including publications in RealClea ... (view full description)

Glenn Ambach

Senior Portfolio Manager
Efficient Market Advisors

Glenn Ambach is Senior Portfolio Manager for Efficient Market Advisors and is a member of the firm’s Investment Committee.

Prior to joining Efficient Market Advisors, Glenn was a Trading Representative for Wells Fargo Investments and served in advisory roles with Ameriprise Financial. He was also a Vice President at FAC Wealth Management, a Registered Investment Advisory firm, and performed portfolio management duties for an advisory group within Morgan Stanley Wealth Management.

Glenn received a BA in Economics and Political Science from the University of Wisconsin-Madison. He is a CFA charterholder.

Joe Anthony

President, Financial Services
Gregory FCA Communications

Joe Anthony is a PR strategist with 17 years of experience in public relations and financial communications. He is responsible for leading the agency’s financial services PR unit, providing strategic counsel on a wide range of financial service industry engagements. He manages a team of professionals that includes former journalists and financial services industry veterans that collectively deliver media relations, interview training, content development, and integrated communications counsel in support of clients’ business development objectives.  Joe began his career at Gregory FCA in the firm’s investor relations practice before shifting into a public relations co ... (view full description)

Robert Arnott

Chairman & Chief Executive Officer
Research Affiliates, LLC

Over his 30-year career, Robert Arnott has endeavored to bridge the worlds of academic theorists and financial markets. His success in doing so has resulted in a reputation as one of the world's most provocative and respected financial analysts. Rob has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index® approach to indexation. In 2002, he established Research Affiliates as a research-intensive asset management firm that focuses on innovative products. The firm explores novel approaches to active asset allocation, optimal portfolio ... (view full description)

Phil Bak

Signal Advisors

Phil Bak is the CEO of Exponential ETFs. He is widely regarded as an expert in the management, development and trading of Exchange Traded Funds (ETFs). Prior to founding Exponential ETFs, Mr. Bak was a Managing Director at the New York Stock Exchange where he initiated market structure enhancements and worked with asset managers, regulators and liquidity providers to ensure a fair and orderly secondary market for ETFs. Previously, he was Senior Product Manager for Guggenheim Investments where he developed alternative mutual funds and ETFs and was the author of two patents on new and innovative ETF structures. Mr. Bak has a B.S. in Business Finance from Yeshiva University and is a Chartered A ... (view full description)

Michael Beck

Managing Director, Portfolio Manager,
Wealthstreet Investment Advisors, LLC

Michael Beck has over 35 years of experience in the financial industry, and started working as a portfolio manager in 1999. Mr. Beck brings expertise working with high net worth individuals and families, business owners, foundations, and retirement accounts. He builds custom portfolios driven by his clients’ objectives, utilizing individual stocks, bonds, and exchange-traded funds. Michael coordinates with his clients’ team of estate planners and accountants to create tax-advantaged strategies when necessary. Through his practice as an advisor, Michael identified the need to offer a cost-effective solution for small to mid-size companies looking to improve their current 401 ... (view full description)

Letitia Berbaum

Wealth Advisor
Optivest Wealth Management

Letitia is a Wealth Advisor at Optivest Wealth Management. With more than 8 years of experience, she is responsible for delivering quality investment and strategic planning experience to clients.  Her focus includes Wealth Management, Wealth Transfer Strategies, Strategic Planning for business owners in need of an exit plan. Letitia is a Registered Investment Advisor with Optivest, Inc and a Registered Representative with Gramercy Securities, Inc. Prior to joining Optivest, Letitia spent over 6 years as a  Registered Investment Advisor with LPL Financial. Letitia graduated from California State University, Fullerton majoring in Business Administration with a focus on ... (view full description)

Jason Bloom

Sr. Director, ETF Strategy

Jason Bloom is the Director of Global Macro ETF Strategy for Invesco's family of exchangetraded funds (ETFs). In his role, Mr. Bloom is responsible for leading his teams efforts in ETF research and product strategy relating to Fixed Income, Commodities and Currencies, in addition to providing commentary on the global macro market outlook.  He joined Invesco in 2015. Prior to joining Invesco, Mr. Bloom served as an ETF strategist for six years with Guggenheim Investments and then River Oak ETF Solutions, where he helped launch several funds focused on both energy and volatility-related strategies. Previously, he spent eight years as a professional commoditi ... (view full description)

Remy Briand

Global Head of ESG

Remy Briand is responsible for MSCI’s ESG (environmental, social and governance) products. He is a member of the firm’s Executive Committee and Chairman of the MSCI Index Policy Committee, which oversees all major editorial decisions on MSCI indexes.Remy Briand has been leading MSCI ESG Research since its creation in 2010. Remy also served until February 2017 as global head of research for MSCI where he led a team of 150 researchers designing indexes, analytics and risk models for institutional investors. As head of index research for 10 years, he managed the expansion of the MSCI Global Indexes to cover 80 developed, emerging and frontier markets. He als ... (view full description)

Travis Briggs

ROBO Global, LLC

Travis Briggs is CEO and Partner of ROBO Global. A veteran of the finance and wealth management industry, Travis is responsible for managing daily operations and executing the firm’s business strategy.
Prior to joining ROBO Global in March 2014, Travis served as managing director at Smith Group Asset Management in Dallas, where he created and led the firm’s Private Client Group. Before joining Smith Group, Travis served as Chief Operating Officer and Director of Business Development at Dallas-based hedge-fund Discovery Management. Earlier in his career, Travis was the Director of Investor Relations at Triton Energy and worked as an analyst at Bank of America.

Justin Castelli

Founder & Financial Advisor
RLS Wealth Management

Justin Castelli, CFP®, CIMA® is the founder of RLS Wealth Management, a fee-only registered investment advisory firm in Fishers, Indiana. One of the main motivating factors for starting RLS Wealth Management was for Justin to be able to work with clients regardless of where they might be in their careers; in order to do this, he created a barbell business model which offers a monthly subscription model for young professionals, called WealthFusion™ and a traditional wealth management relationship with clients nearing, or in retirement.    Justin also writes a blog called All About Your Benjamins where he covers everything from financial planning to investing to music and more. In ... (view full description)

Vinny Catalano

Chief Investment Officer
Redmount Capital Partners

Vincent Catalano, CFA, is Chief Investment Officer with Redmount Capital Partners. Catalano is also co-founder and member with Adriatic Capital Partners. Vinny appears regularly in the media and is a guest speaker at various major investment forums. He is a past president of the CFA Society New York (formerly The New York Society of Security Analysts), a Nonresident Senior Fellow at the Washington, D.C. based think tank, The Information Technology and Innovation Foundation, and is the author of "Sectors and Styles: A New Approach to Outperforming the Market" (Wiley 2006). 

Amy Charles

Managing Director, Closed-End Fund and ETF Research
Raymond James

Alex Cochran

Investment Officer
Hirtle, Callaghan & Co.

Ricardo Cortez

Broadmark Asset Management, LLC

As Co-Chief Executive Officer, Mr. Cortez is responsible for the management of Broadmark’s day-to-day business activities as well as the oversight of the firm’s sales and marketing efforts. In addition, he is a member of the Investment Team and serves as the firm’s Chief Risk Officer. Mr. Cortez joined Broadmark in September 2009 as President, Global Distribution and was named Co-CEO in June 2013. Before Broadmark, he was President of the Private Client Group for Torrey Associates, LLC. Additional prior roles include Vice President at Goldman Sachs serving as Product Manager of the firm’s Global Multi-Manager Strategies program, and Senior Vice President with Prudential Investme ... (view full description)

Jillian DelSignore

Head of ETF Distribution
J.P. Morgan Asset Management

Jillian DelSignore, CIMA, Executive Director, is the Head of ETF Distribution with J.P.Morgan’s Asset Management business.  She is responsible for leading the sales efforts and strategy in the intermediary and institutional markets.   Before joining J.P.Morgan in September 2015, Jillian was a Strategic Account Manager within BlackRock's iShares ETF Institutional Asset Management Group. She was responsible for developing and maintaining relationships with institutional investors, including boutique asset managers, global institutional asset managers, hedge funds and registered investment advisory firms.   Prior to joining iShares in March, 2009, Ms. DelSignore worked i ... (view full description)

Prakash Dheeriya

Author, Professor of Finance
California State University Dominguez Hills

Dr Prakash Dheeriya is a Professor of Finance at California State University-Dominguez Hills and has been teaching finance and investments for over 2 decades. In addition to his duties as a professor, he consults with local small businesses and advises high net worth individuals on investment and financial strategies. He is a frequent speaker at conferences, chambers of commerce and rotary clubs. He is a recipient of several research awards, has over 30 refereed publications to his credit, and is the technical consultant to Indian Medical Association of Greater Los Angeles. His research encompasses current trends in international stock markets, exchange rates and financial markets in general ... (view full description)

Jane Edmondson

Founder & Chief Executive Officer
EQM Capital and Indexes

Jane Edmondson has more than 25 years of financial experience in the investment industry with Merrill Lynch and as an Investment Analyst and Portfolio Manager for Allianz Global Investors and its predecessor firm Nicholas-Applegate Capital Management. In 2013 she founded her own registered investment advisory firm, EQM Capital LLC.  In addition to her investment advisory and consulting business, EQM Indexes has launched several innovative indices which are licensed or linked to ETFs including: Online Retail, Blockchain, Global Cannabis, International Ecommerce, Brand Value, and Battery Metals & Mining.  Jane holds an MBA in Finance from San Diego State University and a BA from UC Irvine. ... (view full description)

James Esler

Capital Management Group LLC

Rick Ferri

Founder & Member
Rick Ferri, LLC.

Author of six investment books, Richard (Rick) A. Ferri, CFA is a leading expert on low-cost index fund investing. Through his work as a researcher and investment manager, he continually monitors and evaluates the latest trends related to index funds and exchange-traded funds (ETFs). Rick utilized his in-depth research about index fund investing strategies to bring the former low-fee investment management firm he founded in 1999 to more than $1.5 billion in assets before selling the firm in 2017. before selling his equity and leaving the firm. In addition, Rick shares his insights as a frequent news commentator, Forbes columnist, WSJ Expert panelist, media contributor and public speaker. A C ... (view full description)

John Feyerer

Sr. Director, Equity ETF Strategy

John Feyerer is the Director of Equity ETF Product Strategy for Invesco's exchange-traded funds (ETFs). In this role, he oversees the development and application of strategies and tactics for product positioning and portfolio implementation. Mr. Feyerer and his team also develop research-related content designed to help clients better understand equity ETF strategies and their application in portfolios, with emphasis on factor investing and smart beta. Mr. Feyerer has been quoted in Barron’s, The Wall Street Journal, Investment News and numerous trade publications, and is a regular speaker at industry conferences and events. Mr. Feyerer joined the firm in April 2005. Prior to his current rol ... (view full description)

Deborah Fuhr

Managing Partner and Co-founder

Deborah Fuhr is the managing partner and co-founder of ETFGI, an independent research and consultancy firm launched in 2012 in London offering paid for research subscription services: the ETFGI annual research service provides monthly reports on trends in the global ETF and ETP industry, access to the ETFGI database of all ETFs/ETPs listed globally with factsheets which are updated monthly,  ETFGI annual review of institutions and mutual funds that use ETFs and ETPs, the Active ETF landscape report service and the Smart Beta ETF Landscape report service which provide monthly reports on trends in that segment of the market. ... (view full description)

Christoph Gackstatter

Product Developer
STOXX Ltd. / Deutsche Börse Group

Christoph Gackstatter is a senior product developer at STOXX Ltd., the global index provider owned by the Deutsche Börse Group.
In the last 6 years Christoph has been developing equity and derivatives based indices that serve as underlyings for a broad range of investment products.
Christoph holds a Bachelor’s degree in Mechanical Engineering from ETH Zurich as well as graduate degrees in Financial Mathematics and Operations Research from Columbia University and UC Berkeley.

Will Geisdorf

ETF Strategist
Ned Davis Research, Inc

Will Geisdorf, CMT, is the ETF Strategist for Ned Davis Research, focusing on implementation of the firm’s research themes. He serves a cross-functional role that includes running the weekly strategy meeting and communicating the firm’s message to clients. He previously worked with the firm’s Chief Global Investment Strategist, Tim Hayes, and others to develop the firm’s U.S. and Global Equities/ Asset Allocation services. Will started his career at NDR working in the Custom Research Solutions Department, performing a variety of research projects for NDR clients using quantitative methods. Will joined the firm in 2007. Before joining NDR, Will was a Senior Currency Trader for PremiereFx, whe ... (view full description)

Christopher Gething

Founder and Managing Member
Atherean Wealth Management, LLC

Christopher Gething is the founder and managing member of Atherean Wealth Management, LLC, a fee only registered investment adviser providing asset management and financial and tax planning.  He has been working in the wealth management industry for over ten years.  Prior to founding Atherean Wealth Management, LLC in 2014, he worked as a financial adviser and planner at various firms in the New York City area.  Prior to his career in asset management and financial and tax planning, he worked as a mechanical engineer in industry and in academia.  He has Sc.B. and Sc.M. degrees in engineering from Brown University, and did graduate work in engineering at the Massachusetts Institute of Technol ... (view full description)

Anton Gorodniuk

Sector Analyst, Financials
Sustainability Accounting Standards Board (SASB)

Anton Gorodniuk leads standards development for the Financials sector at SASB. His role is centered around research and engagement with corporate entities and investors to inform decision-usefulness and technical robustness of the standards’ content. Mr. Gorodniuk comes from finance and business management background, and has an MBA in Capital Markets from the University of Alaska, Fairbanks and a Bachelor’s degree in Real Estate Management from St. Petersburg State University of Engineering and Economics in Russia. He is a CFA Charterholder. Prior to joining SASB in 2013, Mr. Gorodniuk conducted equity research on selected financial services companies at Allianz Global Investors in San Fran ... (view full description)

Adam Grealish

Director of Investing

Adam Grealish is the Director of Investing at Betterment, the largest independent online financial advisor with over $15 billion in AUM. Adam and his team are responsible for Betterment's strategic asset allocation, fund selection, automated portfolio management and tax strategies. Before joining Betterment, Adam founded a natural language processing startup that matched individuals with employment opportunities. Prior to that, he was a vice president at Goldman Sachs' FICC division, responsible for structured corporate credit and macro credit trading. Earlier in his career, Adam was part of the global quantitative equity portfolio management team at New York Life Investments. 

Kushal Gupta

Senior Quantitative Analyst / Portfolio Manager
Tennessee Consolidated Retirement System

Kushal joined State of Tennessee in 2009 as a Senior Portfolio Manager and Quantitative Equity Analyst. He is responsible for the management of Tennessee’s $1.8 billion active Quantitative Fund, $2 billion Emerging Markets Fund, and $1.5 billion passive Canada Fund. Kushal has 15+ years in the investment industry, with deep experience that includes research, trading and portfolio management.  Kushal previously served as a Vice President and Portfolio Manager with Avatar Associates in New York City.  Kushal holds a Master of Arts in Financial Mathematics from Columbia University, an MBA in Finance, and BS in Engineering, as well as the Chartered Financial Analyst (CFA) and Chartered Alternati ... (view full description)

Jeff Haneline

Cohen & Company

Jeff’s easygoing and approachable personality helps him develop and maintain strong relationships and a real rapport with clients. Additionally, clients appreciate the unique background he brings to each engagement, often giving them more than they expect.   Jeff has 15 years of experience focusing exclusively on the investment company industry, including a former role in fund administration for a third-party service provider and experience working with large institutions. Jeff’s collective background and view from “both sides of the fence” enable him to bring a unique perspective while providing audit and consulting services to mutual funds, exchange traded funds, hedge funds, c ... (view full description)

Chris Hempstead

Head of ETF Sales
Deutsche Bank Securities

Chris Hempstead serves Deutsche Bank US as the ETF Head of Sales and secondary market product support. By leveraging the banks resources and strengths Chris helps individuals, issuers and institutions with their ETF listings, secondary market trading support and general interest in the ETF marketplace. Chris was most recently Head of ETF Sales for KCG and led the company’s team serving institutions and issuers with their ETF trading, liquidity and market intelligence needs. Chris has been a significant leader in the ETF industry for nearly 15 years. Prior to joining KCG in 2013, he served as a key member of the WallachBeth Capital ETF cash desk and was Head of ETF Trading at Cowe ... (view full description)

Armond Herndon

Financial Advisor
Merrill Lynch Wealth Management

As a Financial Advisor with Merrill, I educate clients on how to maximize retirement income sources to help them pursue their goals. I focus on legacy planning, for both business owners and non-business owners. Retirement for most is a life-changing event so working together is essential in building a healthy foundation. Commonly overlooked is knowing how much income is needed in retirement and whether that amount matches your expectations and/or needs. I can help you plan for the day we all dream about “retiring.” No two people are alike therefore, we work closely together to help you pursue your goals. Using your unique situ ... (view full description)

Benjamin Holland

Butler County, Pennsylvania

Ben Holland currently serves as the Controller for the County of Butler in Pennsylvania. As County Controller, he serves as a member and Secretary of the County’s Retirement Board; and also as a member of the County’s Prison Board of Inspectors, the County’s Salary Board, and the County’s Worker’s Compensation Trust Fund. His office has received the Certificate of Achievement for Excellence in Financial Reporting by the Government Finance Officers Association (GFOA). Prior to being elected, Ben was an Accounting Manager for a division of the McKesson Corporation, and previously served as a tax accountant for a public accounting firm in Pittsburgh. Ben graduated with a Bachelor of Sci ... (view full description)

Stephen Horan

Managing Director, Americas
CFA Institute

As managing director of the Credentialing division, Stephen Horan leads the development of CFA Institute designation and certificate programs, including the CFA Program and the CIPM Program. As interim managing director of the Americas, he currently leads that team to deliver measurable value to CFA Institute stakeholders throughout the region. He also serves as leadership sponsor for the organization’s internal diversity and inclusion activities. Based in Charlottesville, Virginia, Horan brings a unique combination of industry and academic experience to CFA Institute. He previously served as an expert witness in securities litigation, a forensic economist in private practice preparing econo ... (view full description)

Matt Hougan

Head of Research
Bitwise Asset Management

Matt Hougan is one of the world’s leading experts on ETFs, crypto, financial technology and disruption.   Hougan is the Global Head of Research for Bitwise Asset Management, creator of the world's first cryptocurrency index fund. In that role, he helps create and refine the index methodologies that underlie Bitwise’s investment products and conducts fundamental research into the role cryptoassets can play in a diversified portfolio.   A three-time member of the Barron’s ETF Roundtable, Hougan is also the chairman of Inside ETFs, the world’s largest ETF conference, where he helps guide efforts to educate financial advisors on the role ETFs and index-based investments c ... (view full description)

Ryan Hughes

Founder & CEO
Bull Oak Capital, LLC

Ryan is the Founder & CEO of Bull Oak Capital, an investment advisory firm in San Diego, CA. He started the firm in 2014 after graduating from the UCLA Anderson School of Business where he was awarded the J. Fred Weston Finance Award for academic excellence. While at UCLA, he completed an in-depth independent graduate research project where he wrote an original whitepaper on Risk-Contribution Analysis and Value Investing as a basis for portfolio management. In addition to his current role, he also has equity analysis experience at Wedbush Securities and personal finance experience at Merrill Lynch, Morgan Stanley, and Charles Schwab. He completed his B.S. degree in Entrepreneurial Studie ... (view full description)

David Hultstrom

Financial Architects, LLC

  For over a decade Mr. Hultstrom has served as president of Financial Architects, a registered investment advisory firm that provides personal financial planning and wealth management services for private clients.   He began his career as a Financial Advisor at a small firm in Florida.  Realizing his clients’ need for more comprehensive financial advice, he worked for several years in the tax field while earning his MBA and was subsequently a Vice President at Wheat First Butcher Singer (now Wells Fargo Advisors) where he was responsible for teaching financial advisors the nuances of various financial planning and investment techniques as well as the latest technology tool ... (view full description)

Barbara Jaffe

Executive Director Wealth Management
Morgan Stanley Wealth Management

Joel Johnson

Investment Director
Hartford Funds

Paul RT Johnson

Board Member-former
State Universities Retirement System of Illinois

Last Century he began an execution group, trading & filling institutional customer orders until selling the business to ING in 1997. At ING he became Co-Head of Institutional Sales until buyout. In 2001 became CEO of Boston Cabot, a broker dealer that trades futures, as well as, arranges billion dollar loans for hedge funds with ABN & others. Paul was formerly on board of directors of Mid-America Exchange and CBOT, as well as, Chairman of Floors & of Market & Product Development. In this role he forged alliances with other exchanges & companies like- Dow Jones to create the Dow Jones futures products. He rewrote the treasury complex contracts & helped launch Fed Funds futures. Helped with ... (view full description)

Todd Johnson

Director of Channel Alliances

In 2015, Todd brought his 22 year teaching career and his love for great technology to Riskalyze. He has since assisted thousands of advisors in empowering their clients to become lifelong fearless investors. 

Nir Kaissar

Bloomberg Opinion

Dodd Kittsley

National Director
Davis Advisors

Dodd Kittsley is the National Director at Davis Advisors, an independent, employee-owned investment management firm founded in 1969. Dodd was previously Head of ETF Strategy for Deutsche Asset Management, the Global Head of ETP Research for BlackRock and Head of Due Diligence for iShares. At Barclays Global Investors, he was responsible for providing thought leadership to financial intermediaries and was Director of Sales Strategy, leading a team that created and delivered ETF product and industry related insights. Mr. Kittsley has also held research and fund due diligence positions at State Street Global Advisors and Morgan Stanley. He has published exten ... (view full description)

Lloyd Kurtz

Senior Portfolio Manager, Head of Social Impact Investing
Wells Fargo Private Bank

Lloyd Kurtz is a senior portfolio manager and Head of Social Impact Investing for Wells Fargo Private Bank in San Francisco, California. Prior to joining Wells Fargo, Mr. Kurtz was chief investment officer and co-head of the investment committee for Nelson Capital Management. Before joining Nelson Capital, Mr. Kurtz spent nine years as a research analyst and director of quantitative research at Harris Bretall Sullivan & Smith, a San Francisco-based money management firm. Before that he was senior research analyst at KLD Research & Analytics in Boston, one of the first research firms to specialize in ESG (Environmental, Social, and Governance) investment. At KLD, Mr. Kurtz parti ... (view full description)

Sanyu Kyeyune

Program Director

Sanyu Kyeyune is a Program Director at Information Management Network (IMN), producing real estate, finance and investment management conferences.Before joining IMN, Sanyu was a Senior Associate Editor for Commercial Property Executive and Multi-Housing News, two real estate news publications and subsidiaries of property management software provider Yardi Systems. Sanyu holds an MBA in Real Estate from CUNY Baruch College and a BA in Professional Writing and Russian Studies from Carnegie Mellon University. ... (view full description)

Peter Lazaroff

Chief Investment Officer
Plancorp, LLC

Peter Lazaroff, CFA, CFP® is the Chief Investment Officer at Plancorp, a registered investment advisor with over $4 billion in assets under management. Plancorp and helps people get their entire financial house in order and keep it that way forever by engaging in comprehensive financial planning. Peter also serves as the Chief Investment Officer for BrightPlan, a hybrid robo advisor that emphasizes financial planning and is the first robo advisor to be a certified fiduciary by the Centre For Fiduciary Excellence (CEFEX). Peter is a regular contributor to The Wall Street Journal and Forbes. His commentary is also sought out by a wide spectrum of media sources such as The Wall Street Jou ... (view full description)

Craig Lazzara

Managing Director
S&P Dow Jones Indices

Craig Lazzara is Managing Director and Global Head of Index Investment Strategy for S&P Dow Jones Indices (S&P DJI). The index investment strategy team provides research and commentary on the entire S&P Dow Jones Indices’ product set, including U.S. and global equities, commodities, fixed income, and economic indices. Craig previously served as product manager for S&P Indices’ U.S. equity and real estate indices. These include the S&P 500® and the S&P CoreLogic Case-Shiller Home Price Indices, two of the most widely tracked benchmarks in the world. Prior to joining S&P Indices in 2009, Craig was a managing director of Abacus Analytics, a quantitative consult ... (view full description)

Roberto Lazzarotto

Head of Sales, Senior Managing Director

Roberto Lazzarotto is Head of Sales and Marketing at the global index provider STOXX Ltd.   Roberto is responsible for the distribution and promotion of innovative new index concepts across all asset classes branded STOXX and DAX to a variety of institutional clients.   Prior to joining STOXX, Roberto led Institutional Sales as Global Head of Equity Derivatives at UniCredit Bank AG.   Roberto has over 20 years of experience in the capital markets industry, primarily in the investment banking divisions of SBC Warburg and Merrill Lynch, where he held a number of senior positions. Serving an institutional clientele, he has developed expertise in the field of ... (view full description)

John Leon


Experienced Sales Executive with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Investment Management, Hedge Funds, Securities, and Asset Management. Strong sales professional with a Bachelor of Science (BS) focused in Finance, Real Estate from University of Colorado at Boulder.

Joshua Levin

Co-Founder, Chief Strategy Officer

Joshua Levin is a Co-Founder and Chief Strategy Officer at OpenInvest, a YCombinator and Andreessen Horowitz-backed asset management platform that enables customization, direct indexing and impact investing at scale. Levin spent the prior six years at the World Wildlife Fund (WWF), where he managed the Sustainable Finance Program. He has worked in the past with the Rainforest Alliance, Root Capital, and Conservation International in various capacities. Levin holds an MBA from NYU Stern, where he was a Catherine B. Reynolds Fellow in Social Entrepreneurship, and a BA from Harvard University.  He lives with his wife and two sons in Berkeley, CA.

Matt Lewis

Head of Capital Markets
American Century

Matt Lewis is vice president and head of exchange traded funds implementation and capital markets for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Mountain View, California office. Matt is responsible for building and managing relationships with ETF liquidity providers and other external ETF participants, as well as speaking with clients on how to trade and invest in ETFs. In addition, he is responsible for partnering with other internal teams to develop the firm’s ETF products and business. Prior to joining American Century Investments in 2017, he headed BlackRock’s iShares broker dealer execution servi ... (view full description)

John Love

President & CEO

John Love is President and Chief Executive Officer of USCF, an Oakland, California based investment firm with approximately $5 billion in assets under management. Mr. Love previously served as Senior Portfolio Manager for USCF’s products, including the United States Oil Fund (USO) and United States Natural Gas Fund (UNG), the largest oil and natural gas ETPs in the U.S. Since USCF’s founding, Mr. Love contributed to the firm’s evolution through operations, trading, research, product development, marketing, capital markets, and more. Mr. Love is a graduate of the University of Southern California. He holds NFA Series 3, 30 and FINRA Series 7, 63 registrations and is a CFA Charterholder.

Rob Marrocco

Director, Listings
Cboe Global Markets

Robert Marrocco is a Director on the Listings Team at Cboe Global Markets, one of the world’s largest exchange holding companies, offering cutting-edge trading and investment solutions to investors around the world. In his role, Mr. Marrocco is responsible for supporting the company’s Global Listings franchise by developing strategy, business development, collaborating with issuers to list their securities in the US & Europe, and overseeing market quality incentive programs. Cboe is one of the largest U.S. markets for the trading of exchange-traded funds (ETF) and the largest pan-European equities exchange by market share and value traded.  Mr. Marrocco ... (view full description)

Michael Mell

Senior Director, Custom Indices
S&P Dow Jones Indices

Michael Mell is Senior Director of Custom Indices at S&P Dow Jones Indices (S&P DJI), and is responsible for product management of S&P DJI’s custom index business throughout the Americas. Michael’s focus is on understanding clients’ custom indexing needs, from a strategic to methodological level. Michael works with clients across the financial services ecosystem, but has particular expertise guiding financial advisors in the launch of their own proprietary indices, bridging the gap between passive and active approaches to the markets. Prior to joining S&P DJI, Michael was a Senior Associate at Infosys Technologies in their financial services practice, where he provided ... (view full description)

Emlen Miles-Mattingly

Founder & CEO
Gen Next Wealth

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources. With nearly 17 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the clients best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in ... (view full description)

Kathleen Moriarty

Chapman & Cutler LLP

Kathleen H. Moriarty is a partner in Chapman and Cutler’s Investment Management Group. She specializes in ETPs and Virtual Currency/Blockchain businesses, representing 1. ETFs, registered investment companies, liquid alts, derivative securities, commodities and non-investment company exchange traded vehicles; and 2. US and foreign entities that are developing virtual currency businesses and services, as well as financial entities using blockchain technology Kathleen is regularly quoted in the media about issues relating to ETPs, financial indexes, blockchain, bitcoin, and other virtual currency related matters and has published articles on these topics. She is a frequent speaker at ETP ... (view full description)

Mona Naqvi

Senior Director
S&P Dow Jones Indices

Mona is Senior Director and global spokesperson for ESG Indices at S&P Dow Jones Indices (S&P DJI), educating the market on the values of ESG investing and S&P DJI’s industry-leading ESG product suite. S&P DJI caters to a diverse spectrum of ESG investing needs, from best-in-class approaches like the world-renowned Dow Jones Sustainability Index, to broad-market ESG alternatives to mainstream indices like the S&P 500® ESG. Prior to joining S&P DJI, Mona was Director at Trucost (part of S&P Global) and advised some of North America’s biggest institutional investors on low-carbon and fossil fuel free strategies, energy transition alignment, and meeting t ... (view full description)

Chris Natividad


Chris Natividad is EquBot’s CIO. Chris brings more than 12 years of experience in the institutional investment management industry. Previously Chris was an Investment Portfolio Manager for Gilead Sciences and Apple Inc.’s Braeburn Capital. He was responsible for managing multi billion dollar onshore and offshore investment portfolios. Chris’ previous experience also includes investment management and analysis across a variety of asset classes for several financial service firms including Goldman Sachs, and Franklin Templeton. He holds an MBA, BS, and BA from UC Berkeley.

John Orner

VP, Treasurer & CIO
Blue Cross and Blue Shield of Minnesota

John Orner, Vice President, Treasurer & Chief Investment Officer, has been in the health insurance, life insurance, and medical banking industry for over 30 years, serving the capital market and institutional investment needs of Blue Cross and Blue Shield of Minnesota (Blue Cross) and other Blue Plans nationwide. Prior to joining Blue Cross, Mr. Orner was a fixed income underwriter and trader for several Minneapolis-based firms, all of which are now a part of the Royal Bank of Canada. At Blue Cross, Mr. Orner leads Treasury and Investment operations, managing over $12 billion in cash flows / assets in a highly regulated environment, including ERISA and banking portfolios. In addition, al ... (view full description)

Jorge Padilla

Senior Advisor / Principal
The Lubitz Financial Group

Jorge Padilla, CFP is a Senior Client Advisor and Principal at The Lubitz Financial Group, a $230 Million fee only RIA based in Miami. Jorge currently leads the client advisory team and investment policy committee at his firm and brings over a decade of experience working in the financial planning industry. He has a number of published articles, including at the Journal of Financial Planning, and has been quoted at numerous national and local media outlets such as Wall Street Journal, Kiplinger, Money, Miami Herald, among others. He is passionate about furthering the profession and has been held numerous leadership roles at the Financial Planning Association, including president of FPA Miami ... (view full description)

Ben Philips


Ben Phillips, CFA, oversees research and portfolio management for EventShares, including the flagship U.S. Policy Alpha ETF (PLCY). Mr. Phillips was previously with Goldman Sachs Asset Management, where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partners and Lord Abbett.

Sailesh Radha

Principal & CIO
Borealis Global Advisory LLC

Sailesh S Radha is the founder of Borealis Global Advisory and the pioneer of medium-term country yield forecast (CY-M), a yield measure, developed from the modified application of Shiller’s PE, called S-CAPE (Smart CAPE), in an international setting. He authored the paper “A Prognostic Yield Measure for Country Selection in the Medium Term Using Shiller’s PE” outlining the same, which was published in the Journal of Index Investing last summer. He also developed an online interactive analytical dashboard on S-CAPE freely available to asset allocators. He is currently working on his book Inside Country-Rotation Investing: A Practitioner’s Guide to Asset Allocation and Country Se ... (view full description)

Courtney Ranstrom

Co-Founder & Financial Life Planner
Trailhead Planners, LLC

Courtney is a Co-Founder of Trailhead Planners, a financial life planning firm with offices in Portland, Oregon, and Minneapolis, Minnesota. After working in a larger firm for several years, Courtney and her brother, Morgan, decided to break off and start Trailhead Planners. As fee-only financial planners, they collaborate with individuals and families to develop, execute, and realize their vision of financial freedom. Trailhead Planners also helps its clients employ SRI or Environmental, Social, and Governance (ESG) factors in their portfolios so that their investment choices are coherent with their personal values and aspirations for our global community.   Courtney has been wo ... (view full description)

Hany Rashwan

Amun AG

Cory Reader

Chief Investment Officer
HK Wealth Management, Inc.

Cory Reader Chief Investment Officer HK Wealth Management, Inc.Hawthorne California I am originally from Australia and I am easy to spot in a crowd being 7’0″ Tall. College Basketball brought me to the US. 9 year career in Professional Basketball. 14 years as a Discretionary Investment Manager. I am a contrarian by nature, meaning that I question everything and look at all sides of a situation, not just what is being told to me. I never followed the recommendations of my former B/D Firm, Wall Street or the “Talking Heads” on TV. I do all my own research. I am a Risk Manager at heart and I believe that t ... (view full description)

Rick Redding

Index Industry Association (IIA)

Mr. Redding spent most of his career in senior leadership roles with The CME Group (CME), a leading provider of benchmark futures and options products and an innovator in futures trading. Rick held the post of Managing Director, Products and Services at CME. In this role he led global sales, product development, and strategic global growth initiatives. He played an integral part in the transition of CMEs ownership stake in Dow Jones Indexes to the S&P Dow Jones Indices joint venture. He also held senior positions in CMEs index products division.

Brian Rice

Portfolio Manager

Mr. Rice is a Portfolio Manager in the CalSTRS Corporate Governance Department and has been working in the governance group at CalSTRS for over 14 years.   His main areas of focus are integrating sustainability considerations into CalSTRS investment processes, managing the CalSTRS Sustainable Equity Portfolio, an $875 million externally managed public equity strategy that employs fund managers incorporating environmental, social and governance (ESG) factors into their investment analysis, and overseeing the internally managed CalSTRS Low Carbon Index. Mr. Rice’s sustainability integration duties include analyzing potential ESG related risks and developing and implementing appropriate r ... (view full description)

Cullen Roche

Orcam Financial Group

Mr. Roche is the founder of Orcam Financial Group, LLC, a low fee financial services firm based in San Diego, CA as well as the founder of the popular financial website Pragmatic Capitalism (some articles from Pragmatic Capitalism get syndicated on Seeking Alpha so please see the full site if you don't want to miss articles by Mr. Roche).    Orcam Financial Group, LLC ( is a low fee financial services firm offering asset management, personal advisory, consulting and educational services. Pragmatic Capitalism ( was founded by Cullen Roche in the midst of the financial crisis of 2008. Mr. Roche foresaw many of the events that led up to the cris ... (view full description)

Fran Rodilosso

Portfolio Manager, Fixed Income ETFs

■ Portfolio Manager for Market Vectors® Fixed Income ETFs ■ Oversees the Fixed Income ETF team; responsible for portfolio strategies, as well as credit and market analysis; specializes in international bond markets ■ Investment Management Team member since 2012 ■ Prior to joining VanEck, Managing Director of Global Emerging Markets with The Seaport Group; launched the firm’s emerging markets fixed income sales and trading business ■ Previously held portfolio management positions at Greylock Capital and Soundbrook Capital; focused on corporate high-yield and distressed bonds with an emphasis on emerging markets ■ Earlier career experience includes senior fixed in ... (view full description)

Tyrone Ross

Managing Partner-NBWP
NobleBridge Wealth Management

Tyrone has more than a decade of experience in the financial services industry and is currently managing partner of NobleBridge Wealth Partners. He currently works as a financial consultant to young professionals and early stage startups and has in-depth knowledge around blockchain and cryptoassets. Tyrone is also an established speaker having addressed employees at Etsy, Spotify, Uber and Wyndham as well as students at Columbia, York College, Seton Hall and Montclair State University. Tyrone is a graduate of Seton Hall University and was also a 2004 Olympic Trials qualifier in track and field in the 400 meters. Last year Tyrone was recognized by Wealth as a top ten advisor se ... (view full description)

Allan Roth

Wealth Logic, LLC

Allan Roth is the founder of Wealth Logic, an hourly based financial planning and investment advisory firm that advises clients with portfolios ranging from $10,000 to well over $100 million. He is mocked on a semi-regular basis by some financial professionals for his hourly fee model and its obvious inability to make him rich. Roth benchmarks portfolio performance for foundations and other business concerns. Roth is the author of How a Second Grader Beats Wall Street and writes for publications including Financial Planning Magazine, The Wall Street Journal, and AARP. Roth insists that neither his credentials (CFP, CPA, MBA), nor his business experience (McKinsey consulting and officer of me ... (view full description)

Robert Seawright

Chief Investment & Information Officer
Madison Avenue Securities

James Seyffart

Bloomberg Intelligence

James is an Analyst covering ETFs and the broader fund industry (and to a lesser extent, Crypto Assets). In this role, he writes research for Bloomberg Intelligence (BI ETFS<Go> and BI COMD<Go>) and assists in the production of Bloomberg's ETF IQ, the only TV show fully devoted to all things ETFs.   Before becoming an analyst with Bloomberg Intelligence, James spent the early parts of his career working in Bloomberg's data department. He maintained the data on US and Canadian Funds ranging from ETFs to Hedge Funds but primarily focusing on the ETF space. He assisted in the creation and development of multiple ETF functions on the terminal.   James is a Cha ... (view full description)

Monica Singhania

Purposeful Financial

Monica Singhania CFP® CFA is the founder of Purposeful Financial, a fee-only registered investment advisor based in Irvine, CA. We offer wealth management services to women going through transitions like planning for retirement, inheriting money, getting separated, starting a business or starting family.

Orlando Sthory

Managing Director & Partner
Grove Wealth Management

Orlando is Managing Director and Partner of Grove Wealth Management in Miami, Fl. The Firm is an investment advisor that works with Latin-American Family Offices and baseball players. In his role as an investment manager and consultant for more than 20 years, he specializes in volatility trading strategies and products, including derivatives, structured products, and alternative ETFs. He writes articles and shares his opinions with the media, public appearances and private investment groups. He has been Managing Partner of Winexco Securities in Panama; Partner of Unica Broker Dealer Venezuela; Manager of the Risk and Finance Consulting Practice of PwC Venezuela; Credit and Risk Manager at Ci ... (view full description)

Gary Stringer

President, CIO
Stringer Asset Management, LLC

Himanshu Surti

Cambria Investment Management

Lindsey Tewell

Head of Sales

Lindsey Tewell is the Head of Sales for ETFLogic, a fintech, quantitative, analytical company that brings a new level of transparency to the fast-growing world of Exchange Traded Fund (ETFs).   Lindsey began her career on Wall Street at JPMorgan after graduating from Miami University (OH) in 2005.  She worked in Private Banking, Investment Banking (Financial Institutions Coverage) and Sales & Trading over the 7 years she was there. In 2012, she left for the buy-side entering the ETF industry at ProShares as a founding member of their institutional sales effort. In 2016, she joined GFI Group, an inter-dealer broker, to launch the buy-side business for their electronic co ... (view full description)

Perth Tolle

Life + Liberty Indexes

Perth Tolle is the founder of Life + Liberty Indexes, an index provider that incorporates human and economic freedom metrics as primary factors in the investment selection process. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived and worked in Beijing, Shanghai, and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experience she gained a high level of conviction regarding the impact of sound governance, individual freedoms, and rule of law on economic growth and innovation. Perth serves on the education committee of Texas Wall Str ... (view full description)

Jon Vlachogiannis

Co-founder and CEO

Jon is CEO and co-founder of AgentRisk, a Machine-Learning Wealth Management company, that helps Advisors, HNWI and Family Offices build and manage all-weather portfolios. He is a registered financial advisor and a Wealth Manager for Entrepreneurs for the last four years.   Jon holds a number of patents in distributed real-time systems and prior to AgentRisk, Jon sold his third company to Splunk ($SPLK) for a 20x return to investors. Jon is a very active Angel Investor and was a Guest Lecturer at Stanford for Entrepreneurship. Along with his team, he was the first that deployed and published about statistical arbitrage strategies on the Ethereum blockchain.   You can ... (view full description)

Jack Vogel

Alpha Architect

Jack Vogel, Ph.D., is co-CIO, CFO and a managing member of Alpha Architect, a quantitative asset management and consulting firm to high net worth family offices. Dr. Vogel conducts research in empirical asset pricing and behavioral finance. Dr. Vogel is a co-author of DIY FINANCIAL ADVISOR: A Simple Solution to Build and Protect Your Wealth and QUANTITATIVE MOMENTUM: A Practitioner’s Guide to Building a Momentum-Based Stock Selection System. He has a Ph.D. in Finance and an MS in Mathematics from Drexel University. Dr. Vogel graduated summa cum laude with a BS in Mathematics and Education from The University of Scranton.

Drew Voros


Drew Voros is editor-in-chief for, where he supervises its media properties including, ETF Report and newsletters. He has more than 30 years of experience in journalism, including serving as the longtime business editor for the Oakland Tribune and sister papers of the Bay Area News Group, as well as covering public entertainment companies for Hollywood trade papers Daily Variety and Variety.

Edward Ware

Director, Financial Advisor Channel
S&P Dow Jones Indices

Ed is Senior Director for the Eastern Region of the Financial Advisor Channel Management team at S&P Dow Jones Indices. He joined the firm in February 2014 after 8 years at Barclays Capital on the Structured Investment Solutions team. Ed’s team at S&P Dow Jones Indices is responsible for educating financial advisors on benefits and strategies for index-based investing through ETFs. His specific duties involve speaking roles at educational forums, webinars, and partner-sponsored events, as well as more focused delivery of S&P Dow Jones Indices research and content. Ed has over 15 years of industry experience in the design and distribution of retail investment products ... (view full description)

Ari Weinberg

The Wall Street Journal

Ari Weinberg has written about exchange-traded funds and mutual funds for The Wall Street Journal, Pension & Investments, and Forbes. He has also covered personal finance trends for and Inc. Mr. Weinberg has served as a writer and editor for Dow Jones, Forbes, and The Industry Standard. He earned an A.B. (Classics) from Princeton University and an MBA from Harvard Business School.

Robert Wilder


Dr. Rob Wilder is CEO & co-founder of  WilderHill Clean Energy Index® (ECO), the first and leading Index for renewable energy and calculating live since 2004. He founded WilderShares which owns the Index, and Chairs the Advisory Committee. Rob co-founded WilderHill New Energy Global Innovation Index (NEX) worldwide outside the U.S., is CEO of WilderHill New Energy Finance LLC; founder of  WilderHill Progressive Energy Index (WHPRO); and founded Wilder NASDAQ Global Energy Efficient Transport Index (HAUL). He recently won an XPRIZE Foundation Award 2018-2019 for Clean Oceans and Low Carbon, and was a Fulbright Senior Specialist, 2013-2018. Dr. Wilder is published widely for in ... (view full description)

Joseph Witthohn

Emerald Asset Management

Joe Witthohn is VP of Product Development and ETF Strategies for Emerald Asset Management, located in Lancaster, PA. He previously served in past roles as a member of the Investment Strategy Group, Director of ETF Research, Research Analyst and Senior Mutual Fund Analyst at Janney Montgomery Scott in Philadelphia. Academic credentials include the receipt of a Master of Science degree in Finance from the Carroll Graduate School of Management at Boston College, an MBA from the Whittemore School of Business and Economics at University of New Hampshire and a Bachelor of Science degree in Management and Marketing from Philadelphia College of Textiles and Science. He also holds the Chartered Finan ... (view full description)

Cathie Wood

ARK Invest

Cathie registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. Focused solely on disruptive innovation, ARK aims to identify large-scale investment opportunities in the public markets resulting from technological innovations centered around genome sequencing, robotics, artificial intelligence, energy storage, and blockchain technology.  Prior to ARK, Cathie spent twelve years at AllianceBernstein as Chief Investment Officer of Global Thematic Strategies where she managed over $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, managed $8 ... (view full description)

Dasarte Yarnway

Founder & Financial Advisor
Berknell Financial Group

Dasarte Yarnway is the Founder & Financial Advisor of Berknell Financial Group. In his role, Dasarte leads the Berknell advisory team and handles investment strategies across client groups. Dasarte has passion for investment management and financial planning and has dedicated his life to helping his clients “design their wealth”  Before the establishment of Berknell Financial Group, Dasarte worked at Fisher Investments and Edward Jones Investments. His most recent stint was as a Vice President, Premier Relationship Advisor for HSBC Securities, the third largest bank in the world by assets. Through these work experiences, Dasarte has concluded that a firm's trusting clients deserve ... (view full description)

Sherwood Yuen

Head of Partnerships
Just Invest

Sherwood is the Head of Partnerships at Just Invest and heads up their business development, client relations, and partnerships activities.  He has over 18 years of investment management experience, both in the institutional and retail client space.  He previously worked at MSCI, where he was responsible for covering investment consultant clients for their index business.  He also worked at Callan Associates, providing investment consulting services to pensions, endowments, and foundations.  Before this, he was at Wells Fargo’s Private Banking Group, where he was responsible for sourcing, research, and product management of their alternative investment platform.  He began his career at Charl ... (view full description)

Damien Zinck

Equity & Index Derivatives
Eurex Exchange

Damien Zinck is Senior Vice President, Equity and Index at Eurex, one of the world's leading derivatives exchanges and is currently based in Chicago. Damien started his career with Credit Agricole in Milan, Italy. He then joined Societe Generale where he held various positions in the bank's Capital Markets and Asset Management divisions in Paris, New York, Dallas and Chicago. Following that, he joined Lotsoff Capital Management, a Chicago-based investment firm, as partner and managing director. Damien graduated from ESSEC business school in Paris.
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Event Contacts for 24th Annual Global Indexing & ETFs


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Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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