Speakers List - Buy-Side Technology North American Summit
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Keynote Speakers

Paul Algreen

Chief Information Officer

Janus Henderson Investors

Paul Algreen is Senior Vice President, Chief Information Officer at Janus Henderson Investors. Prior to rejoining Janus in March 2016, Mr. Algreen was Chief Technology Officer and Managing Director for Markit Group where he was responsible for overseeing all technical aspects for the Market On Demand division. Prior to this, Mr. Algreen served as a Janus Global Macro Fixed Income Trader and Vice President of Investment Technology. Previous to this he spent over 10 years as a trader, portfolio manager and leader of the technology and analytics group for III Associates, a Fixed Income hedge fund founded in 1982. Prior to III Associates, Mr. Algreen held Director and C-suite level positions at various technology companies. Mr. Algreen holds a degree in Aeronautical and Astronautical Engineering from MIT and a Pocket Executive MBA from Boston University School of Management. He has over 14 years of financial industry experience. Mr. Algreen is a member of the Institutional Investor Financial Technology Forum where he served on the Senior Advisory Board from 2012-2014.

Mary Kotch

Group Chief Information Officer

Validus Holdings

Mary Kotch is the Executive Vice President, Group Chief Information Officer (CIO) for Validus Holdings, a Global Insurer/Reinsurer.

In this role, Mrs. Kotch is responsible for driving Validus' worldwide technology and global business innovation strategy focusing on revenue growth through use of technology and digital strategy while ensuring that the company's infrastructure and applications are cutting-edge, flexible and aligned with the needs of the customers, partners and employees.

Mary leverages a diverse background in Technology, Operations, Product Development and Law to help drive the creation of new Business Lines/Product Sets to strengthen strategic market positioning. Mary's key strength is her ability to identify and deliver innovation opportunities to both empower business users and increase market differentiation amongst competitors.

Prior to joining Validus Holdings, Mary Kotch was a member of AIG's executive leadership team and served in various leadership roles including Chief Technology Officer for Americas and Chief Information Officer for the Latin America and the Caribbean. Mrs. Kotch was also awarded the 2014 AIG CAO and IAD Diversity & Inclusion Award for her work championing women in technology.

Prior to AIG, Mary was a VP of Technology at MetLife Investments where she was responsible for establishing Investments' technology vision in addition to the innovation and architecture strategy. She also led all aspects of technology development in support of a multi-year infrastructure optimization hosting program. Prior to MetLife, she was Global Director for Biovail Pharmaceuticals, overseeing all aspects of IT.

Mary has been featured in "Waters Technology Magazine", "Executive Profile Magazine", and was recently selected as "one of The 30 Most Influential Women in Business" and is a frequent Keynote Speaker for various financial service technology conferences. She is passionate about building up IT talent and working with Colleges & Universities to enhance their curriculum for technology students.


Mrs. Kotch's experiences have developed her expertise in Business/IT Strategy, Leading large IT transformation programs including infrastructure and application cloud sourcing. She held a variety of roles including Data Management Global Director at Campbell Soup Company where she created and executed upon the Enterprise Data Strategy and consolidation and outsourcing of data management services.

She spent a number of years as a "principle consultant" providing consulting services to Fortune 500 companies solving complex customer integration, business intelligence and data warehouse applications problems with large data volumes (terabytes of data). She also designed and led healthcare and pharmaceutical companies through the development of model driven data architecture strategies and frameworks and customer information management implementations (Johnson and Johnson / Merck).

Mary brings with her over 20 years of strategic technology innovation, infrastructure, architecture, and digital & data management experience. Mrs. Kotch is a frequently requested speaker for professional gatherings and industry symposiums.

She been an Advisory board member guiding a number of industry consortiums driving model driven data architectures and data standards: RequirementsOne, Acquiline Technology Investment Fund, Pharmaceutical IMPACC, ACORD Model Driven Framework, Behavioral Health Committee for Informatics.

Mary Kotch hold degrees from Temple University and Penn State University. She has also taught over 10 years as an adjunct professor at Penn State Allentown and Muhlenberg College teaching information management courses. She and her husband Dr. Kotch have a son, daughter.

 

Speakers

Michael Beal

CEO

Data Capital Management

Michael Beal is the CEO of Data Capital Management. A systematic Hedge Fund that specializes in machine learning, advanced technologies and novel data sources to generate differentiated and uncorrelated returns for the clients of its DCM A.I. Absolute Return Fund.
Prior to DCM, Mr. Beal co-founded the Big Data and Advanced Analytics group for JP Morgan Chase and was an investor with TPG Capital and Morgan Stanley. Michael is a frequent Keynote and CNBC contributor and is passionate about investing, the onset of the "Data Economy" and the application of disruptive technologies to valuable "problems to solve".
Michael earned a BA from Harvard College with honors in Economics and an MBA from Harvard Business School with distinction. Michael is an active Board Member of the City University of New York's Medgar Evers College.

Jeff Brown

Chief Security Information Risk Officer

BNY Mellon Investment Management

Jeffrey W. Brown is the CSIRO for BNY Mellon Investment Management, one of the world's leading investment management organizations with more than $1.7 trillion under management and one of the top U.S. wealth managers. Jeff is a recognized information security and IT risk expert with exceptional communication skills and a strong track record spanning two decades implementing cost-effective controls for global Fortune 500 financial institutions including Citigroup, Goldman Sachs, GE Capital and AIG.

Jeff has authored multiple publications and works closely with industry organizations including FS-ISAC, ISSA and ISACA and is a co-chair for the Evanta NY CISO Executive Summit.

He holds a B.A. and an M.S. from Pace University and has multiple industry certifications including CISSP, CISM, CRISC and PMP.

 

Colleen Coda

Managing Director

The Blackstone Group

Colleen Coda is a Managing Director in the Blackstone Innovations and Infrastructure group and is based in New York. Ms. Coda has been involved driving various projects and initiatives across the entire Innovations and Infrastructure group including the strategy and execution of the Center of Excellence in India. Prior to joining Blackstone in 2011, Ms. Coda worked at Capital IQ, a division of Standard & Poor's for 11 years where she was Chief of Staff overseeing all aspects of Product Development and Engineering. She received a BS in Computer Science from Sacred Heart University.

Bhavin Dave

Executive Director, Head of Investment Management Data Platform

Morgan Stanley Investment Management

Executive with over 18 years of experience in Enterprise data architecture, Business and Technology strategy. Interested in introducing simplicity to the data challenges faced in buy side industry by combining the technology disruption with efficient data governance methodologies.

Michael Dobrovolsky, PhD.

Head of Analytics and Machine Learning Practice for Analytics Data Technology Division for Global Wealth Management

Morgan Stanley Wealth Management

Executive with over 25 years of experience in Advanced Analytics space, Business and Technology strategy. Designed and Delivered ML and AI, Knowledge Management, HPCC Advanced Analytics and Technology Solutions for Fortune 500 companies and leading Technology labs.

Charles Dwyer

Former Head of US Technology Support

Deutsche Bank Asset Management

Charlie is an experienced financial services executive having managed global operations and technology teams supporting Asset Management, Wealth Management and Asset Servicing Business. Formerly a Director of Deutsche Bank - Asset and Wealth Management Operations and Technology as head of US technology support. Charlie is a CFA and graduated from University of Massachusetts-Amherst with a Bachelor of Business and from Pace University with an MBA.

Phillip Dundas

Head of Technology

Schroders

Phillip Dundas joined Schroders in New York in 2015 and is responsible for leading the Americas technology team across six countries. This includes digital, infrastructure, business analysis, security, production support, investment and distribution development, and project and business management functions. Prior to Schroders, he served for ten years as Associate Director at Macquarie Group. He was pivotal in the acquisition of Delaware Investments, establishing the firm's first high-frequency trading desk, delivered multiple capital markets compliance programs and led the global Wintel server, desktop and virtualisation function. Previously, Phillip held infrastructure positions at The Industrial Bank of Japan (now Mizuho Financial Group) and Coca-Cola Amatil in Australia. Phillip holds a Bachelor of Applied Science (Computing) and Master of Commerce (Advanced Information Systems Management). He has lived in New York, Philadelphia and Sydney.

Dessa Glasser

Principal

Briter Consulting

Dessa advises clients in the areas of data, analytics and risk. She has a 25-year proven track record successfully designing and executing global innovative solutions, often influencing a Board or Operating Committee. She built the Chief Data Office for JPMorgan Chase Asset Management, serving as the first CDO, and initiated the Capital Stress Testing Analytics team for JPMorgan Chase. She was Deputy Director of the Office of Financial Research (US Treasury), responsible for data, international standards (including the Legal Entity Identifier, LEI), analytics and technology and building the Office. As the first CRO, she launched the Chief Risk Office for Bunge. Dessa has held senior positions at Credit Suisse, Merrill Lynch, IBM and KPMG. She began her career teaching finance at Rutgers University. Dessa has a Ph. D. and MA in Economics from Fordham University and serves on the advisory Board of the Graduate School of Arts and Sciences. She has a BS in Business from Fairleigh Dickinson University and was co-president of the Women's Bond Club of NY.

Steve Goldstein

Head of Product Management, Enterprise Content & Delivery

Thomson Reuters

Steve Goldstein recently joined Thomson Reuters as Head of Product Management, Enterprise Content & Delivery, based in New York City. Previously Steve was co-founder, Chairman and Chief Executive Officer of Alacra, a company started in 1996 to sell and re-distribute licensed business information over the internet. Once established, Alacra expanded by building reference data and regulatory compliance workflow solutions for financial institutions and professional services firms. Alacra was acquired by Opus, a PE-backed compliance technology platform, in 2015. Steve was Vice Chairman of Opus until early 2017.

Jason Inzer

Chief Data Officer and Chief Technology Officer

Sustainable Insight Capital Management

Jason Inzer is Chief Data Officer and Chief Technology Officer at Sustainable Insight Capital Management. Jason has over 20 years of experience managing data, analytics and technology for leading investment banks and asset management firms. He specializes in building databases and applications that collect and analyze fundamental and alternative data to find new sources of alpha in global equities. Prior to joining SICM, he was Head of Research Analytics and a Portfolio Manager at DWS Investments, where he was responsible for building the firm's alpha capture database and strategy. Prior to that, Jason was Global Head of Data and Analytics for equity research at Deutsche Bank, where he built the global research database and led a team of regional database managers. At Deutsche Bank, he earlier served as Technology Manager for equity research in Japan and Asia. Jason holds a BA degree from The Ohio State University.

Bryan Lenker

VP, Director, CTS Data Science

FactSet

Bryan joined FactSet in 2004 and is part of the Content & Technology Solutions team (CTS). He recently formed the Data Science group within CTS, allowing him to combine his passion for technology with his background in finance and statistics. Bryan's main goals with this new team are to enable adoption of FactSet's Standard DataFeed model within industry standard tools such as Python, SQL, and Tableau and showcase how data feeds can be used to solve our clients' everyday challenges.

Joseph W. Lodato

Global Head of Compliance Technology and Surveillance

Guggenheim Partners

As a professional with more than two decades of experience in the Financial Services industry, Joe Lodato offers a comprehensive understanding of the issues, trends, challenges and solutions facing CCOs in today's dynamic and volatile financial services organizations.

Joe's career success is based on strong and decisive leadership, combined with the ability to bridge the divide between technology and business and ensure alignment with corporate objectives delivered through technnolgy. In Chief Compliance Officer and Chief Operating roles, Joe led the successful integration of technology to ensure compliance and drive productivity across all levels of the organization, and in a variety of settings, from startup organizations to large global services organizations, including Bank of America, Lehman Brothers, Barclays Capital and AllianceBernstein.

Joe earned his degree in finance from the Lublin School of Business at Pace University in New York City and presently is Global Head of Compliance Technology and Surveillance at Guggenheim Partners.

Keith Lubell

Chief Technology Officer

Berkery Noyes

Keith Lubell is Chief Technology Officer at Berkery Noyes. Since 2002, Keith has been developing an application and database of the Mergers and Acquisitions marketplace, encompassing more than 47,000 transactions and 123,000 companies in the software and information industry, including a toolset to understand business models and identify short and long-term trends. Berkery Noyes uses this application to generate market reports and to host live access to the data via http://mandasoft.com. Prior to Berkery Noyes, Keith worked as Director of Application Development at Valinor - Ikon Office Solutions, where he obtained certifications as a Microsoft Certified Solution Developer, Microsoft Certified System Engineer and Microsoft Certified Trainer. Earlier in his career, Keith worked on radar training simulators for Electronic Warfare Environments for the Department of Defense. As an inventor, Keith holds a US patent for a "Method of Displaying Enhanced Three-Dimensional Images," and has published in Microsoft Certified Professional Magazine and American Journal of Physics. Keith earned a B.A. degree in Physics from Middlebury College.

Michael Maltby

Head of Market Strategy

Eagle Investment Systems

Michael is responsible for maintaining a comprehensive understanding of the investment management industry in order to align Eagle's strategy with market needs, enabling the delivery of innovative solutions that address urgent business challenges.

Michael has over twenty years of experience in financial services with sixteen combined years with Eagle Investment Systems, beginning as an Eagle client at Brown Brothers Harriman before joining Eagle in 2005. Since joining Eagle, Mike has served in several roles in product management and professional services.
Michael earned his Bachelor of Science in Finance and his MBA from Bentley University

 

Stephen Morse

Advisor

Neudata

Stephen consults in the areas of AI and Big and Alternative Data, including as an advisor to Neudata - a firm specializing in alternative data discovery and intelligence. Previously, as former Head of Global Financial Data Partnerships at Twitter, Stephen was responsible for all business with hedge funds, asset managers, banks, FinTech partners, platforms and other financial institutions. He joined via acquisition of Gnip, where he opened and ran the New York office. Stephen has a long career in entrepreneurial, disruptive businesses, especially in and around data, hedge funds, FinTech and business information services, including with firms that were acquired by, or are now a part of Barra/MSCI, Dow Jones, KCG and Twitter

Miquel Noguer i Alonso

Executive Director, UBS and Adjunct Professor

Columbia University

Miquel Noguer i Alonso is a financial markets practitioner with more than 20 years of experience in asset management, he is currently working for UBS AG (Switzerland) as Executive Director. He worked as a CFO and CIO for a European bank from 2000 to 2006. He started his career at KPMG.
He is Adjunct Assistant Professor at Columbia University teaching Asset Allocation, Big Data in Finance, Fintech and Hedge Fund, Big Data in Finance and Fintech Professor at ESADE. He taught the first Fintech course at the London Business School.
He received an MBA and a Degree in business administration and economics in ESADE in 1993. In 2010 he earned a PhD in quantitative finance with a Summa Cum Laude distinction (UNED - Madrid Spain). He also holds the European CFA - CEFA 2000.
His research interests range from asset allocation, big data, machine learning to algorithmic trading and Fintech. His academic collaborations include a visiting scholarship in Columbia University in 2013 in the Finance and Economics Department, in Fribourg University in 2010 in the mathematics department, and giving presentations in Indiana University, ESADE and CAIA and several industry seminars like the Quant Summit USA 2017 and 2010.

Elliot Noma, Ph.D.

Managing Director

Garrett Asset Management

Dr. Noma is the founder of Garrett Asset Management, a systematic trading firm that uses technical systems to invest in futures, ETFs, and currencies. His research also includes applied decision making and the application of technology to solve real world problems. Prior to founding Garrett Asset Management, Dr. Noma was a portfolio manager running a fund of hedge funds and was the Chief Risk Officer at Asset Alliance, a seeder of hedge funds.

Earlier in his career, Dr. Noma was Senior Risk Analyst, Fixed Income Products, Merrill Lynch Investment Managers (2000-2003). He was Director of Corporate Risk Management overseeing derivative and fixed income products within Deutsche Bank, Americas (1995-1999), and developed fixed income market strategies at, J.P. Morgan Securities (1993-1995). Dr. Noma‘s research has been published in numerous industry journals and scholarly periodicals. He is also active in the New York tech community writing a popular blog on data science, mobile computing, software development, deep learning and user-friendly interface design. Earlier this year he led a team that won an award from Intel at its Internet of Things hackathon.
Dr. Noma graduated from Dartmouth College with a B.A. in Mathematics. He received an M.A. in Mathematics and a Ph.D. in Mathematical Psychology from The University of Michigan.

Craig Peretz

Chief Financial Officer, Chief Operating Officer and Chief Compliance Officer

Sierra Global Management

Craig J. Peretz has been the Chief Operating Officer, Chief Financial Officer and Chief Compliance Officer as well as a Consultant to Sierra Global Management, LLC since 1998. Mr. Peretz is responsible for the non-portfolio management side of the business at Sierra, including operations, compliance, investor relations and risk monitoring. Mr. Peretz joined Sierra in 1998 from International Fund Administration (1995-1998), where he was in charge of client administrative operations, financial review/preparation, fund set-up and investor/manager relations. Prior to that, Mr. Peretz worked in the private equity, corporate finance and investment recovery divisions of Equitable and Alliance Capital Management for seven years (1988-1995), also serving as a member of Equitable's demutualization team. Mr. Peretz completed his undergraduate studies at Alfred University in 1988 and received his MBA from The Stern School of Business at New York University in 1993. Mr. Peretz also serves as a member of the Board of Trustees of Alfred University as well as a Director of the Sierra Funds.

John Polis

Chief Operating Officer and Chief Technology Officer

Star Mountain Capital

John Polis is an entrepreneurial information management and business operations leader with a 20+ year track record of creating and enhancing technology enabled businesses and building platforms that allow for significant scale.

Prior to joining Star Mountain Mr. Polis was a Founding Member, COO and CTO for Visionary Access, Inc., an Investor and Business Development platform, where he oversaw sales and integrated marketing, finance and accounting, client servicing, human resources, and information technology platform development.

Prior to joining Visionary, Mr. Polis was COO and CTO for Guidepoint Global, a primary research firm and expert network serving the world's leading Institutional Investors, Private Equity Firms, Consulting Organizations, and Corporations. Brought on in 2011 with a direct turnaround mandate, Mr. Polis changed the operating culture leading positive change in process and people management along with directing significant improvements to their information technology platform guiding the company back to profitability and significant double digit growth.

Before Guidepoint, Mr. Polis served as COO and CTO for Coleman Research Group (CRG), also a primary research firm and expert network where he was recruited immediately after company secured financing. Without delay Mr. Polis led the product management and development effort on their custom built, Web based CRM, Recruiting, and Payment Processing platform - Knowledge BrokerTM - while also being responsible for overseeing all operational areas of the company including research, relationship management, compliance, human resources, and data management. CRG also had a broker dealer arm, Coleman Brokerage Group, for which Mr. Polis served as compliance officer for. During his tenure Coleman Research scaled from 5 to 140 employees worldwide and in 2009 was voted one of Crain's New York "Best Places to Work in New York City".

Earlier in Mr. Polis' career he served as a Co-founder and Executive Vice President Operations and CTO for Dotcom Distribution and Chief Information Officer for the GT Media family of companies.

Mr. Polis holds a BA in Economics from New York University, an MBA in Management from Wagner College and is FINRA Series 63, 7 and 24 licensed. He is also an adjunct at NYU where he teaches graduate level courses in Integrated Marketing Database Modeling and Management. Prior to NYU Mr. Polis was an adjunct at Touro College Graduate School of Technology where taught courses in Database Design and Modeling for Business.

Bruno Piers de Raveschoot

Chief Operating Officer, RegTech division

RIMES

Bruno joined RIMES in 2016 to set up its new Regulatory Division. Before joining RIMES, he was President EMEA and APAC at NICE Actimize, responsible for growing the company from zero to more than US$135M in revenue, positioning the company as the global leader in regulatory compliance and financial crime technology. Prior to Actimize, he held various senior roles and board memberships at CSFB, Tradair and Traxpay. Bruno holds a Masters in Corporate Finance from the University of Dallas and a Masters in Investment Banking from the London Business School.

Michael Radziemski

Partner

Fortium Partners

Michael Radziemski is a partner in Fortium's New York practice. He brings more than 30 years of global technology leadership in the Financial Sector, with extensive experience working with CEOs and executive business leadership teams. Expert at technology strategy, business alignment, and overall enterprise strategic planning and execution. Broad technology expertise includes: strategic software development, large project delivery, cyber security, thoughtfully leveraging cloud computing, optimizing staffing with full-time, contract, outsourced, and offshore resources, and risk management. Radziemski has earned a reputation as a technology executive who can provide steady, clear-headed leadership in periods of chaos and complex business transitions.

Leadership Roles:

• CIO and Partner, Lord, Abbett & Co., LLC
• Managing Director, Global Head of Technology, Citibank Global Asset Management
• VP, Head of Technology, MetLife
• Managing Director, Head of Technology, Bankers Trust Company
• Chair, Investment Company Institute (ICI) Technology Committee

Radziemski holds an MS in industrial engineering from Stanford University and a BS in operations research and industrial engineering from Cornell University.

Rama Ramachandran

Chief Technology Officer

Black Diamond Capital Management

Rama Ramachandran is the Chief Technology Officer at Black Diamond Capital Management, and is responsible for the firm's technology efforts, overseeing design, development, infrastructure and technology support. Prior to joining Black Diamond in 2011, Mr. Ramachandran was the CIO, US Operations at DKR Capital. In the past, Mr. Ramachandran has had technology leadership positions at GFK Custom Research and Imperium Solutions. Mr. Ramachandran has strong leadership skills and a proven track record in engineering transformative change in the Financial Services industry. In addition to holding an MBA and M.S. in Computer Science degrees, Rama is a published author and acts as a catalyst for change and is responsible for promoting a culture that is open to new technologies and changes in operations for greater automation and better efficiency.

Jonathan Rather

Vice President, iShares Fixed Income Strategy

BlackRock

Jon Rather, CFA, Vice President, is a member of the iShares Fixed Income Strategy team within BlackRock's Global Fixed Income Portfolio Management Group. In his role, Mr. Rather is responsible for supporting client engagement, creating thought leadership on fixed income markets and FI ETFs, developing new fixed income ETF applications across both institutional and retail channels, and partnering with the iShares business on fixed income product design and distribution.

Prior to joining BlackRock, Jon worked in the Chief Investment Office at UBS as an Investment Strategist, performing cross-asset class investment strategy and portfolio construction analytics for UBS' home office models and private wealth financial advisors.

 

David Rukshin

Chief Technology Officer

WORLDQUANT

Mr. Rukshin is the Chief Technology Officer. Mr. Rukshin is responsible for the Firm's technology infrastructure, and for the operations function. From 1998-2014, Mr. Rukshin worked at D. E. Shaw group, a global investment and technology development firm with more than 1,000 employees. Most recently, Mr. Rukshin led a global team responsible for building a global technology infrastructure platform for quantitative trading businesses. From 2007 until 2011, Mr. Rukshin was global head of D. E. Shaw group's IT infrastructure engineering and operations. He held a variety of management and technical roles with D. E. Shaw group's IT organization from 1998-2007. Before coming to D. E. Shaw group, Mr. Rukshin worked at Chase Manhattan Bank supporting Equities, FX, and Fixed Income trading desks. Mr. Rukshin started his career in 1996 as a systems programmer at AT&T Labs Research. Mr. Rukshin holds M.S. in Technology Management from Columbia University, and B.S. in Management Science and Information Systems from Rutgers University.

Milind Sharma

Founder & CEO

QuantZ Capital

Milind has 21 years of market experience including 8 years running the QuantZ Capital hedge funds. For the 3 years prior, he managed a Prop Trading desk at RBC where he served as Portfolio Manager for Quant EMN, Short Term & Event Driven portfolios. Prior to that, he served as Director and Senior Proprietary Trader at Deutsche Bank (now SABA) where he managed Quant EMN portfolios of significant size with input in Event Driven and the larger Capital Structure Arbitrage desk mandates (under Boaz Weinstein). Prior to that he was a co-founder of Quant Strategies at Merrill Lynch IM (now BlackRock), where his investment role spanned a dozen quantitatively managed funds and separate accounts with up to $30 Billion in AUM under the firm CIO. In addition to being a founding member of Risk at MLIM, he was also a Manager of the Risk Analytics & Research Group at Ernst & Young where he co-created Raven TM. He also created the AIRAP methodology for hedge funds. Milind has an MSCF and an MS in Applied Math from the pioneering financial engineering program at Carnegie Mellon University where he was also in the Doctoral program in Logic (A.I.) and worked on Automated Theorem Proving. Other education includes Wharton, Vassar and Oxford. He has published extensively (JoIM, Risk Books, Wiley etc.) and is a frequent speaker at conferences.

Joseph W Sieczkowski

Former Chief Architect, CTO

TIAA

Joseph Sieczkowski was most recently Senior Managing Director and Chief Architect /Engineer at TIAA, where he led Strategy, Architecture & Data to transform TIAA's data and technology environment to award winning. He currently advises C-level executives at financial services firms on technology strategy, digital disruption, and transformational initiatives.

Joe has spent his life passionately pursuing the roles of leader and innovator, with a history of achieving broad results from his visionary redesigns. He has held leadership positions at Lehman Brothers, Deutsche Bank and Bear Sterns. His career is marked by initiating transformational change through broad systems efforts and gaining influence through his acuity in integrating people and process. His tenure on Wall St. earned him a reputation as an independent thinker and tireless advocate for change.

Joe earned an Executive M.B.A. degree from the Leonard N. Stern School of Business at NYU and a B.S. degree in Computer Engineering from Lehigh University. He graduated in the top 10% of his class at both institutions. Joe also served as an Adjunct Professor at Stevens Institute of Technology, where he taught a graduate level course in Financial Systems Technology.

 

Ed Sim

Founding Partner

boldstart ventures

Ed is founder of boldstart ventures, an enterprise seed fund and first check investor for infrastructure software founders. Enduring themes and investment focus include Cloud Native Infrastructure, Intelligence/Automation, and security. His firm also founded hyperfab.io, the first accelerator on the hyperledger fabric blockchain.

Over 20 yrs has seeded and helped scale a number of startups to exit including big data pioneer Greenplum (acq. by EMC, now Pivotal), LivePerson (Nasdaq: LPSN), GoToMeeting (acq. by Citrix), Divide (acq. by Google), GoInstant (acq. by Salesforce.com), Blaze.io and many others.

Ed is currently a board director/observer of Kustomer, Hypr, Snyk, BigID, and Manifold. Previously co-founded Dawntreader Ventures and active blogger since 2003 at beyondvc. Ed has a BA in Economics from Harvard.

Gurvinder Singh

CEO & Co-Founder

Indus Valley Partners

Gurvinder spent his early career in technology consulting during the late 90's with Sapient, helping financial services firms adapt to Internet technologies. In 2000 he founded IVP with Bijesh Amin as a niche-consulting firm focused on the Capital Markets industry initially working with prime brokers. He has led IVP's growth since inception to its current size of 380 employees across 5 global office locations servicing more than 115+ fund managers managing more than 1 trillion in assets using IVP Technology. Gurvinder graduated with a BSc in Electrical Engineering from Cornell University in 1995 and is also a graduate of Harvard Business School's OPM (Owner/President Management) program.

Jonathan Vickery

Head of Fintech Strategy

Brown Brothers Harriman

Jonathan (Jon) Vickery is a Managing Director at Brown Brothers Harriman (BBH) based in Denver. In his current role, Jon is the Head of Strategy for BBH's Fintech organization which includes the Middle Office, Infomediary and BBH Direct suite of products and services for asset managers and financial institutions globally. He is responsible for the overall product strategy, including technology investments and financial oversight. Jon is also the Office Head of BBH Denver.

Prior to this, Jon held various leadership roles at BBH including the management of Global Custody, Fund Solutions, and Fund Execution & Custody products. He has 23 years of experience in the financial services industry.

Jon has a BS degree from Northeastern University and an MBA from Boston University.

 

Anthony G. Vigilante

Managing Director - Head of Global Information Technology & Information Security

MacKay Shields

Anthony is a Managing Director and head of the Global Information Technology group at MacKay Shields. He graduated from New York University with a BS in Information Systems Management and from Fordham University with an MS in Computer Science. Anthony also holds an Advanced Certificate in Financial Econometrics and Data Analysis from the Graduate School of Arts & Sciences at Fordham University. He regularly speaks at various technology conferences and enjoys volunteering his time with the Computer Science program at Fordham University. He joined MacKay Shields in 1999 and has been in the industry since 1994.

Paul Zajac

Managing Director, Global Head of Asset Management Technology

Credit Suisse Asset Management

Paul Zajac is a senior technology leader working in transformational roles with the specific skill of evaluating organizations and taking them to the next level. He has a vast experience designing, building and running technology organizations and platforms for asset management, brokerage, and insurance companies. Mr. Zajac has detailed experience with integrations, mergers, and divestitures. He has the ability to translate business needs into effective technology solutions and has a proven record of accomplishments, dependability, self-motivation, and strong team building.

Currently Mr. Zajac is a Managing Director and Global Head of Asset Management Technology at Credit Suisse with responsibility for front to back office systems supporting AUM over $350B. Most recently he was Chief Information Officer of Enterprise Risk Management at AIG where he was responsible for technology and operations across all assets and liabilities at the corporate level. Prior to AIG, Mr. Zajac was Chief Technology Officer of Lennox Holdings Limited, a Bermuda reinsurance company specializing in using Derivatives to hedge variable annuity guarantees. In this role he was accountable for all technology and operations for the company.

Prior to Lennox, Mr. Zajac spent 6 years as Chief Information Officer for MetLife Investments where he oversaw all systems supporting MetLife's $350 billion multi-asset class investment portfolio. With a staff of 300+ Mr. Zajac dramatically updated the company's systems, enabling the investment of over $1 billion daily. Mr. Zajac was key in supporting MetLife's portfolio growth, its acquisition of the $60 billion Travelers portfolio, the integration of international investment management processes, and a significant ramp up of derivatives trading.

Before joining MetLife, Mr. Zajac was Founder and CEO of OneBond, a joint venture with UBS, which was a fixed income market aggregation and trading software vendor. Mr. Zajac also served as Head of Fixed Income Capital Markets Technology at PaineWebber. Prior experience includes senior technology positions with Blackrock and Lehman Brothers.

Mr. Zajac received a BS degree in Computer Science from Rensselaer Polytechnic Institute.

Rick Aiere

Enterprise Architect

AIG

Rick Aiere currently works at AIG in the Corporate Business IT function for Enterprise Risk Management. He has over 20 years of experience in technology most of it in the financial industry providing data management solutions. As an industry expert and thought leader, he has provided a unique perspective and approach to define the architecture for data sourcing in his former role at Credit Suisse. As enterprise architect, he has proposed and implemented simplified strategic architectural solutions, defined global standards and led a team to build a framework for data sourcing. Rick has extensive experience in capital markets including trade data management, data governance, front to back trade flows, reference data, master data management, enterprise risk management and equities regulatory compliance.

F. Zafar

Head of Technology Strategy and Innovation

Bessemer Trust

F. Zafar is the Head of Technology Strategy and Innovation at Bessemer Trust, with 20 years of extensive experience in wealth management technology strategy, innovation, and product management. Prior to joining Bessemer in 2013, he was a senior vice president at Bernstein Global Wealth Management and, before that, a management consultant at Booz Allen & Hamilton.

He received his MBA and MS (electrical engineering) from Yale University, where he won the Yale Fellowship Award, and earned his BE (summa cum laude) in electrical engineering from City College of New York. He has also completed executive programs in technology strategy and innovation at Harvard Business School and MIT Sloan School of Management.