Best Startup
At Best Startup US we track over 1,000,000 US startups and over 3 million people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top New York, New York based President operating in the Financial Services space. If you think a President is missing from this list, feel free to contact our editor on editor@beststartup.us.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Jennifer Wolf
President & Partner of Initialized Capital
I’m President and Partner at Initialized Capital, an early-stage Venture Capital Firm with $1B assets under management. At Initialized I’m responsible for hiring and managing the team on both the investment and operations sides of the business. I invest in companies that have an intriguing product or design challenge, usually in the e-commerce marketplace, enterprise saas, and data science spaces. I also advise our portfolio companies on product strategy/roadmaps, product design and user research, how to build and manage teams, and how to resolve conflicts. I have been a product executive at several B2B and B2C startups, from early-stage to growth stage. Prior to Initialized I was Chief Product Officer at Reserve, an Expa-funded hospitality platform that connects restaurants and diners. I also founded a boutique consultancy where I delivered successful projects for companies like Apple, Twitter, Chase, Nordstrom and Starwood Hotels. Before that I helped create the User Experience practice at Sapient and helped open its Milan, Italy office.
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About Initialized Capital: Initialized Capital is an early-stage VC firm focused on helping software engineers and designers with their first seed checks.
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Jonathan Rosenbaum
Vice President of Insight Partners
Jonathan joined Insight in 2014. Prior to joining Insight, Jonathan worked as an associate at the Boston Consulting Group and analyst at Johnson & Johnson in Zug, Switzerland. Jonathan graduated from the University of Pennsylvania’s Jerome Fisher Program in Management and Technology, receiving a degree in Entrepreneurship from the Wharton School of Business and a degree in Biomedical Engineering from the School of Engineering and Applied Science. At Penn, Jonathan ran the Weiss Tech House, the school’s largest technology focused entrepreneurial group and served as president for both the Beta Theta Pi Fraternity and the Engineering Deans’ Advisory Board. He also won the Spade Ivy Day Award, representing the fourth highest honor for leadership among men within the entire senior class and was the Engineering School’s Undergraduate commencement speaker. Outside of work, he is an passionate Philadelphia sports fan and enjoys weightlifting, nutrition and trying new foods, and spending time with family and friends.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Daniel Aronovitz
Vice President of Insight Partners
Dani joined Insight in 2014. His career experience prior to Insight includes financial analysis and due diligence at JANA Partners, an activist hedge fund based in New York. Dani has also spent time at middle-market private equity firms such as Lincolnshire Management, Trilantic Capital Partners, and Footbridge Partners, conducting in-depth research, performing valuation analysis, and sourcing potential investment opportunities. Dani graduated with honors from New York University’s Stern School of Business with a BS in Finance and Accounting. His passions outside of work include skiing, traveling, sporting events and attending concerts in and around NYC. Dani also enjoys competing in fantasy sports leagues and is an avid New York Giants fan.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
AJ Malhotra
Vice President of Insight Partners
AJ Malhotra joined Insight in 2014. Previously, he worked at Viacom, specifically for Nickelodeon in their e-commerce department. Prior to that, he worked at a financial media start-up in New Jersey. AJ received a BBA from the University of Michigan’s Stephen M. Ross School of Business, with concentrations in both finance and entrepreneurship. While in college, AJ ran one of the largest undergraduate investment funds in the country as well as planning the fund’s annual undergraduate pitch competition. In his free time, AJ enjoys following New York and University of Michigan sports, watching indie films, traveling, and live music.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Joseph DeBonis
Vice President of Insight Partners
Joe DeBonis began working for Insight in 2020. Prior to joining Insight, he worked as a Consultant with Bain & Company in their offices in New York, Boston, and New Delhi. Joe worked at Bain on growth and product strategy, supply chain optimization, and operating model design for clients in retail, consumer goods, healthcare, media, and financial services. He also gained business and pedigree expertise.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Philine Huizing
Vice President of Insight Partners
Philine joined Insight in 2016. She focuses on both high growth and mature software businesses, particularly in cybersecurity and infrastructure software. Previously, she spent time on Insight’s Onsite team, working closely with portfolio executives on GTM strategy, product strategy, and M&A. Prior to Insight, she worked as a consultant at McKinsey & Company’s New York Office. Her work at McKinsey focused largely on growth and transaction strategy, advising clients across a variety of industries including financial services and financial technology, pharmaceuticals, and industrials. Philine graduated from MIT in 2014 with a B.S. in Mechanical Engineering with a concentration in product design and a minor in Management Science. Originally from the Netherlands, she also spent some time living in the U.K. before heading to Boston. In her free time, Philine loves skiing, watching crime tv shows, and hiking (favorite so far is Ben Lomond peak in New Zealand!)
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
David Spiro
Vice President of Insight Partners
David Spiro joined Insight in 2014. Previously, he worked for Stone Point Capital, a private equity firm that invests in financial services companies. David also worked on the Equity Capital Markets desk at Citigroup, where he advised companies that were raising capital through IPOs and follow-on offerings. David graduated summa cum laude from The Wharton School of the University of Pennsylvania and was elected to Beta Gamma Sigma. He graduated with a BS in Economics and had a dual concentration in ‘Operations & Information Management’ and ‘Legal Studies & Business Ethics’. During his junior year, David studied abroad at University College London. Outside the office, David is an avid sports fan and has competed in over 50 professional, amateur, and junior golf tournaments. David also enjoys traveling and spending time with family and friends.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Matt Koran
Vice President of Insight Partners
Matt Koran joined Insight in 2016. Previously, he worked at Guggenheim Securities, where he was a Sales and Trading Analyst. While there, he created and delivered a daily, firm-wide analysis on market activity and trends. Prior to that, he worked at the Chicago Board of Trade as an Assistant Trader, where he developed trading strategies in the futures market. Matt graduated from Harvard University with a BA in Economics. During his time there, Matt played linebacker on the football team and served as Harvard’s 142nd team captain. Matt also acted as director for Crimson in the Community, a community service initiative that organized and ran blood drives, mentorship programs, bone marrow drives, and sports clinics for children with special needs. Outside of work, Matt is an avid sports fan and enjoys traveling, weightlifting, and spending time with his family and friends.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Rebecca Liu-Doyle
Vice President of Insight Partners
Rebecca joined Insight in 2016. Prior to Insight, she worked as a management consultant in McKinsey & Company’s New York office. Her work at McKinsey spanned a number of topics, including growth strategy, M&A, product development, and frontline transformation. She spent a significant amount of time advising clients in the financial services and consumer packaged goods industries. Rebecca graduated summa cum laude from Yale University with a BA in Ethics, Politics, and Economics. She grew up bouncing between states and has lived in Louisiana, Missouri, Wisconsin, and Utah. In her spare time, Rebecca enjoys eating and shopping her way through the city, cycling, Marvel superhero movies, art history, and international travel. She is fluent in Chinese, and has a black belt in Tae-Kwon-Do.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Henry Frankievich
Vice President of Insight Partners
Henry joined Insight in 2016. He focuses on investments in both high growth and mature software businesses with an emphasis on leveraged buyouts and majority recapitalizations. Prior to joining Insight, Henry was a member of the technology investment team at TA Associates. Henry completed investments in multiple software companies, and his role included leading sector-focused sourcing initiatives, conducting operational and market due diligence on new investments, and working closely with portfolio company management teams at the board level to support post-close goals, including identifying portfolio M&A opportunities. Previously, Henry worked in the Investment Banking division at Credit Suisse. He graduated with honors from the University of Chicago with a bachelor’s degree in Economics. Henry previously served as Co-President of the Private Equity Association of Boston and a member of United Way’s PE / VC Council.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Neal Behrend
Vice President, Marketing COE of Insight Partners
Neal Behrend is a Vice President on the Insight Onsite team. Prior to joining Insight, Neal led marketing at Brigit, where he helped rapidly scale paid social channels before pivoting to focus on customer retention and value optimization during the COVID recession. Prior to joining Brigit, Neal was the Head of Growth at MoneyLion and oversaw conversion optimization efforts at Unison. He has also worked as an engagement manager at Oliver Wyman in management consulting.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Josh Zelman
Vice President of Insight Partners
Josh Zelman joined Insight in 2015. Prior to joining Insight, he worked on the Data Science team at BuzzFeed where he evaluated business performance from a data-oriented perspective and developed an appreciation for analytically driven decision-making. Josh graduated summa cum laude from the School of Engineering and Applied Science at the University of Pennsylvania with a BSE in Systems Science and Engineering and minors in both Engineering Entrepreneurship and Mathematics. During his time at Penn, he led a team of student consultants for Consult for America that provided business development resources to local entrepreneurs. In his spare time, Josh enjoys traveling with friends, running outdoors, and cooking.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Hannah Gräfin von Waldersee
Vice President, Strategy & Innovation of Insight Partners
Hannah Gräfin von Waldersee currently works as the Vice President in Strategy and Innovation for Insight Partners. She previously worked at Declare as the CEO.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Thomas Norris
Vice President of Insight Partners
Thomas Norris currently works as the Vice President for Insight Partners. He previously worked at Bain & Company as the Senior Associate Consultant.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Lydia Chen
Vice President, Marketing Strategy & Communications of Insight Partners
Lydia joined Insight in 2017. Prior to Insight, she worked as a strategy consultant at McKinsey & Company in New York, where she advised clients in the technology, financial services, and healthcare industries. Her projects covered several functional topics including revenue growth, M&A, and channel sales strategy. Lydia graduated from Harvard University where she studied Applied Mathematics with a focus in Economics and Computer Science. Originally from Boise, ID, Lydia feels passionately about nature documentaries, animated films, food, and hiking the Pacific Northwest.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Jared Rosen
Vice President of Insight Partners
Jared Rosen joined Insight in 2015. Prior to joining Insight he worked at Amplify.LA and LearnLaunchX, startup accelerators in Los Angeles and Boston focused on consumer software and edtech, respectively. Jared graduated cum laude from Harvard University with a BA in History of Science and a minor in Computer Science. His academic work explored the interdependence of technological advancement and societal change and earned him departmental honors. Outside of work Jared enjoys golf, scuba diving, craft beer, and photography.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Molly McCarthy
Vice President and Chief of Staff of Insight Partners
Molly joined Insight in 2019 as Vice President and Chief of Staff for Deven Parekh. She focuses on process optimization, external engagement, and strategic projects spanning all areas of the firm. Prior to joining Insight, Molly was Chief of Staff for the NYC Economic Development Corporation’s Asset Management division. She’s also a recovering politico and spent 9 years on Capitol Hill before moving to New York, including 7 years covering commerce, trade, and research funding and policy for the Senate Appropriations Committee. She is a two-time University of Virginia graduate with a Master’s degree in Public Policy and a B.A. with distinction in Political Philosophy, Policy and Law and Foreign Affairs. In her free time, Molly is typically juggling a dozen books, making friends with strangers’ dogs, and trying to see everything on Broadway.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Jenna Sigman
Senior Vice President, Talent COE of Insight Partners
Jenna Sigman joined Insight in 2017 and is a principal on the Insight Onsite team. She works closely with the executive team of portfolio companies to accelerate growth, build their teams and scale operations. Prior to Insight, Jenna spent 5 years at TravelClick as a key leader in scaling and transforming its digital marketing services businesses. As Vice President of TravelClick’s Media and Web Solutions, she led several initiatives that fueled the business’s growth. She launched recurring-revenue subscription products, secured and expanded partnerships, overhauled operations and transformed the go-to-market approach. Prior to TravelClick, Jenna spent 4 years at American Express and 3 years at Citibank. At American Express she led the launch of Personal Savings, American Express’s Direct Bank and was responsible for sales and marketing, including go-to-market, channel programs, resource plan and brand/performance. At Citibank, she gained exposure to brand marketing, product marketing and product management. Jenna graduated from Binghamton University, School of Management with a Bachelor of Science in Business Administration and a concentration in Marketing.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Nikki Parker
Vice President, Marketing Strategy of Insight Partners
Nikki Parker is Vice President of Marketing Strategy and Communications at Insight Partners where she is responsible for articulating and amplifying the iconic firms leadership position in the industry and the unprecedented value it brings to their portfolio of software and technology companies. Nikki has extensive experience implementing integrated communications and marketing programs, as well as running strategy for businesses within every stage of their lifecycle, from startup to IPO. Departing leading PR firm 5W where Nikki, as Senior Vice President, led the vision and direction of the agency’s consumer tech, B2B, enterprise, and crisis communications practices. Nikki built high impact communications programs for some of the world’s most respected brands and took great pride in leading a team of formidable PR practitioners. Nikki began her career in innovation solutions driving every aspect of a go-to-market strategy, from ideation, business plan development, and marketing execution. This provided Nikki with a 360-degree view of how to build and execute on strategy that will ensure product or business success, as well as strong stakeholder management skills to ensure buy-in. Nikki then applied this business acumen in a variety of roles, working with multiple high growth technology companies across the consumer, cyber security, AI, SaaS and marketplace sectors, where she led global growth, marketing, communications and investor relations. Having navigated and executed numerous funding rounds, IPOs, acquisitions, product launches, new market expansions and other business milestones Insight Partners and its portfolio companies will encounter, Nikki brings to the firm sophisticated instinct but, remains the hardworking, scrappy operator that has led many businesses to greater success. Nikki holds a Bachelor of International Studies from The University of Sydney and completed the Harvard Business School Building a Culture of Innovation program in 2018. Nikki is a fitness, food, and travel aficionado (and not exactly in that order)!
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Jed Heller
Vice President, Head of Human Capital of Insight Partners
Jed Heller currently works as the Senior Vice President for Insight Partners. He previously worked at Foursquare as the Senior Director of Human Resources.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Dionne Chingkoe
Vice President, Onsite of Insight Partners
Dionne Chingkoe currently works as the Principal for Insight Partners. She previously worked at Anaqua as the Board Observer.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Paul McDonnell
Vice President of Insight Partners
Paul McDonnell currently works as the Vice President for Insight Partners. He previously worked at Rokt as the Vice President Product Marketing.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Caitlin DiPasquale
Vice President of Insight Partners
Caitlin DiPasquale currently works as the Vice President for Insight Partners. She previously worked at KKR as the Associate.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Meg Fitzgerald
Vice President of Insight Partners
Marketing and technology leader with a passion for growth, lean building, and entrepreneurship.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Jeffrey Tente
Vice President, Tax of Insight Partners
Jeffrey Tente joined Insight in 2019. He previously worked in Private Client Services at PricewaterhouseCoopers LLP in North Carolina and in Business Tax Services at Deloitte Tax LLP in New York where he provided tax compliance and planning services to various alternative asset managers. In his most recent role at KKR & Co., Jeffrey was responsible for the tax reporting of the publicly traded companies, KKR & Co. L.P. and KKR & Co. Inc., in addition to other KKR funds. Jeffrey graduated cum laude from Elon University in 2009 and is a Certified Public Accountant in North Carolina.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Kelly Hardeman
Vice President, IR & Capital Formation of Insight Partners
Kelly Hardeman is a Senior Associate of Marketing and Investor Relations at Pegasus. Previously, Ms. Hardeman was an Associate in the Private Equity investor relations group at Morgan Stanley. Ms. Hardeman is a graduate of New York University. She joined Pegasus in 2009.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Katy Ganguli
Vice President, Talent COE of Insight Partners
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Charlene Chen
Senior Vice President, Insight Onsite of Insight Partners
Charlene Chen currently works as the Senior Vice President for Insight Partners. She previously worked at Locality as the Head of Growth.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Max Wolff
Vice President of Insight Partners
Max Wolff joined Insight in 2015. Prior to joining Insight, he co-founded Altair Prep, an education technology company that offered SAT classes complemented by a data-driven software platform that personalizes students’ study schedules. Altair expanded to have offices in three states and culminated in the sale of the software to a larger education company. He also previously worked as an analyst at Oppenheimer and Co. Max graduated summa cum laude from the Huntsman Program at the University of Pennsylvania, with a BS in Economics with a concentration in Finance from the Wharton School of Business and a BA in International Studies from the College of Arts and Sciences. He speaks German and Japanese. In his free time, he enjoys biking, playing soccer, reading The Economist, and traveling to off-the-beaten path destinations.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Dave Cates
Vice President of Insight Partners
Dave joined Insight in 2017 and works with portfolio companies to accelerate growth and scale operations. Prior to Insight, he worked as a Consultant with Bain & Company in their Boston office and as Strategy & BizOps Manager at Skillshare. At Bain, he focused on growth strategy, M&A, and private equity diligences of enterprise software and consumer internet businesses. At Skillshare, he worked with the executive team on shaping company strategy, scaling operations, and managing investor relations. Dave also worked at Accion Venture Lab, supporting seed stage portfolio companies on issues of product-market fit & growth strategy, and at the World Bank, consulting on social protection and poverty reduction in Swaziland. Originally from Kennett Square, PA, Dave attended the University of Virginia as a Jefferson Scholar and graduated with a BA in Economics and a Master’s of Public Policy.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Oivind Lorentzen
Vice President of Oak HC/FT
Oivind Lorentzen (FT), a Vice President at Oak HC/FT, joined the firm in 2015 and focuses on growth equity and early-stage venture opportunities in FinTech. Oivind currently serves as a Board Observer at Panorays and Rapyd. Prior to joining Oak HC/FT, Oivind was an Analyst at Morgan Stanley where he focused on the energy and natural resources sector. Oivind received a Bachelor of Science degree from Stanford University.
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About Oak HC/FT: Oak HC/FT is a venture and growth equity investment firm that focuses on healthcare information services and financial service technology.
Joe Bae
Co-President and Co-Chief Operating Officer of Kohlberg Kravis Roberts
Currently, Joe Bae is on the boards of directors of Oriental Brewery and Intelligence. Prior to joining KKR, Joe Bae worked for Goldman, Sachs & Co. in the Principal Investment group, where he was involved in a broad range of merchant banking transactions. He holds a B.A., magna cum laude, from Harvard College. Joe Bae is actively involved in a number of nonprofit organizations, such as Asia Art Archives and Yaddo and is a member of the Investment Committee of Phillips Academy.
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About Kohlberg Kravis Roberts, Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Michaela Balderston
Vice President of Communications of Tusk Venture Partners
Michaela brings experience in strategic communications, issues management and advocacy campaigning to Tusk’s clients. She joined Tusk Ventures from Nestlé, where she managed corporate and crisis communications in the U.S. She was responsible for overseeing and growing the company’s digital strategy and worked directly with the Public Affairs team to build strategic partnerships and expand the company’s Creating Shared Value work in the areas of water, rural development and nutrition. Prior to joining Nestlé, Michaela led strategic communications at The ONE Campaign, Bono’s campaigning and advocacy organization. During her time at ONE she created integrated communication strategies that drove measurable actions in the fight against extreme poverty and preventable disease. These efforts helped to pass legislation despite a polarized U.S. Congress, including the Electrify Africa Act, a public-private initiative to bring electricity to more than 50 million people in sub-Saharan Africa by 2020. Her work took her around the world, campaigning in Africa, Europe and North America. She began her career at Direct Impact in Washington, D.C., Burson-Marsteller’s grassroots communications agency. A native of Alexandria, Virginia, Michaela is based in New York City and is a graduate of Colgate University, where she double-majored in Political Science and Middle Eastern Studies.
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About Tusk Venture Partners: Tusk Venture Partners invests in early-stage technology startups operating in highly-regulated markets.
Jed Lenzner
Vice President of Tusk Venture Partners
Jed Lenzner is the Vice President at Tusk Venture Partners.
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About Tusk Venture Partners: Tusk Venture Partners invests in early-stage technology startups operating in highly-regulated markets.
Russ Barenboym
Vice President of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Linda Kirkpatrick
President, US Issuers of Mastercard
Linda Kirkpatrick works as a President, US Issuers from Jan 2016 at Mastercard.
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Ranjita Iyer
Senior Vice President, Cyber & Intelligence Solutions of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Sherri Haymond
Executive Vice President, Digital Partnerships of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
James Anderson
Executive Vice President – Commercial and B2B Solutions of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Trisha Asgeirsson
Senior Vice President, Global Retail and Commerce Loyalty Lead of Mastercard
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About Mastercard, Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Matt Miller
Vice President – Digital Partnerships of Mastercard
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About Mastercard, Mastercard, Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Craig Vosburg
President, North America of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Jade Mandel
Vice President, Growth Equity of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Harry Singh
Vice President of Goldman Sachs
Harry Singh is a Vice President in the US Power trading group at Goldman Sachs. Harry has extensive experience in power market design and renewable energy transactions. Harry’s recent focus includes work on corporate renewable procurement and he was a part of the team that executed the firm’s first renewable PPA. He has participated in structuring and origination of commercial transactions in power and environmental markets including renewables, energy efficiency and other low carbon resources. Prior to his current position, he was with RBS Sempra Commodities where he worked on structured renewable transactions under the California RPS. He also served as a Senior Advisor at the Federal Energy Regulatory Commission (FERC) and prior to that held various positions at PG&E. He holds a PhD in Electrical Engineering from the University of Wisconsin-Madison and currently serves as Chairman of WSPP.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Matthew Dorr
Vice President of Goldman Sachs
Matthew Dorr is a Vice President in Goldman Sachs’ Private Capital Investing team. In that capacity, he invests in private companies throughout North America in the software and technology sectors. He currently has board involvement with Aryaka, Zipwhip, xMatters and Skytap, and has been involved in the firm’s investments in Revionics, BigCommerce, Billtrust, Paycor (sold to Apax Partners), and IO Data Centers (sold to Iron Mountain). Matthew holds a Bachelor of Science in Management Science from the University of California, San Diego.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
John Waldron
President and Chief Operating Officer of Goldman Sachs
John Waldron is a President and Chief Operating Officer at Goldman Sachs.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Erwin Eichmann
Vice President & Associate General Counsel of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Vladimir Berezniker
Senior Engineer/Vice President of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Jonathan Gray
President & COO of Blackstone Group
Jonathan (“Jon”) Gray is President and Chief Operating Officer of Blackstone, and is a member of Blackstone’s Board of Directors. He sits on its Management Committee and most of its investment committees, including serving as Chairman of the Real Estate group’s investment committee. Jonathan Gray previously served as the firm’s Global Head of Real Estate, which he helped to build into the largest real estate platform in the world with $120 billion of investor capital under management. He joined Blackstone in 1992. Jonathan Gray currently serves as Chairman of the Board of Hilton Worldwide. He also serves on the board of Harlem Village Academies and Trinity School. Jonathan Gray and his wife, Mindy, established the Basser Center for BRCA at the University of Pennsylvania School of Medicine focused on the prevention and treatment of BRCA related cancers. They also established NYC Kids RISE in partnership with the City of New York to accelerate college savings for low income children. Jonathan Gray received a BS in Economics from the Wharton School, as well as a BA in English from the College of Arts and Sciences at the University of Pennsylvania.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Michael Petryczenko
Senior Vice President and Chief Financial Officer of Strategic Partners of Blackstone Group
Michael A. Petryczenko is a Senior Vice President and Chief Financial Officer for Strategic Partners, Blackstone’s secondary private fund of funds business, which was acquired from Credit Suisse in August 2013. Michael Petryczenko is involved with overseeing the financial reporting, tax structuring and treasury operations related to Strategic Partners’ secondary private equity funds. Before joining Strategic Partners, Michael Petryczenko was the Tax Manager for the Peabody Fund, an opportunistic real estate fund jointly managed by J.P. Morgan and The O’Connor Group. Prior to joining the Peabody Fund, Michael Petryczenko was a Tax Manager at Ernst and Young, LLP in the Real Estate Group. His clients included DLJ Real Estate Capital Partners and SL Green Realty Corp. Michael Petryczenko received a BS in Accounting from St. Francis College, New York and an MS in Taxation from Pace University, New York. He subsequently earned the C.P.A. designation.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Yufei Wang
Vice President of Blackstone Group
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Lee Millstein
President of International Operations of Cerberus Capital Management
Lee Millstein joined Cerberus in October 2007. Prior to joining Cerberus, he was the Head of Corporate and Investment Banking for Aozora Bank from 2004 to March 2007, where he was responsible for the bank’s corporate lending, real estate, leveraged lending, structured credit and principal investing businesses. Prior to Aozora Bank, he was at Morgan Stanley for ten years, from 1994 to 2004, most recently as Managing Director and head of high-yield and distressed principal investing in Japan and non-Japan Asia. He is a graduate of the University of Pennsylvania. He is a member of the Cerberus Capital Management Operating/ Management Advisory Committee, Private Equity Investment Committee, Global Distressed Debt Committee and the Real Estate Investment Committee.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Matthew Zames
President and Senior Managing Director of Cerberus Capital Management
Matthew E. Zames is President of Cerberus and joined the Firm in 2018. He has broad responsibilities across the firm’s global platform and leads a number of operational and strategic initiatives, including overseeing all investments in the financial services industry, growing the understanding and use of technology, data, and AI in investment activities and at the Firm’s portfolio companies, and helping the Firm identify and capitalize on new investment strategies. He was most recently the Chief Operating Officer (COO) and a member of the Operating Committee of JPMorgan Chase & Co. from 2012 to 2017. In his role as COO, his responsibilities included the firm’s Chief Investment Officer (CIO), the Oversight and Control Group, Treasury & Funding, Mortgage Banking Capital Markets, Compliance, One Equity Partners, Corporate Strategy, Regulatory Affairs, Global Technology and Operations, Global Real Estate, Procurement, Security & Safety, General Services, and Military & Veteran Affairs. He was co-COO from July 2012 until April 2013 when he assumed the full COO position. Previously, he was CIO of JPMorgan Chase. Prior to 2012, he held a series of senior roles in the firm’s Investment Bank. He was co-head of Global Fixed Income for J.P. Morgan’s Investment Bank and head of Chase’s Mortgage Banking Capital Markets. Before that, he managed several leading Markets businesses, including Rates, Foreign Exchange, Public Finance, Securitized Products Group, and the Tax Exempt Capital Markets business.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Shawn Jung
Vice President of Activant Capital
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About Activant Capital: Activant is a global investment firm that partners with high-growth companies that are transforming commerce.
David Wardrop
Senior Vice President of UBS
I’m an advisor to entrepreneurs in the finance, tech and media worlds.
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Aman Thind
Executive Vice President, Chief Architect of State Street
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About State Street: State Street is a leading financial services provider serving some of the world’s most sophisticated institutions.
John M Cosgrove
Vice President of Riverstone Holdings
Mr. Cosgrove is a Vice President of Riverstone, focused on fundraising, investor relations and communications. He is based in New York. Prior to joining Riverstone in 2010, Mr. Cosgrove was a Market Specialist at SecondMarket, where he focused on transfers of Limited Partnership interests. Before joining SecondMarket, Mr. Cosgrove worked as an Analyst at Cogent Partners. Mr. Cosgrove graduated with an A.B. in Government from Harvard College.
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About Riverstone Holdings: River Stone is a private investment firm founded in 2000.
Yakov Tsveig
Vice President of Riverstone Holdings
Vice President at Riverstone Holdings LLC.
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About Riverstone Holdings: River Stone is a private investment firm founded in 2000.
Patrick Kane
Vice President of Apax Partners
Patrick Kane is a Vice President in the Healthcare team. He joined Apax Partners in 2018 and is currently based in New York. Prior to joining Apax Partners, Patrick was the founder and CEO of a venture-backed mobile data and analytics business based in Berlin, Germany. Patrick led the company from inception through to its sale to a London Stock Exchange listed business in 2018. Prior to his entrepreneurial venture, Patrick was a Senior Associate with Vestar Capital Partners in New York and Munich. Prior to Vestar, Patrick was a member of the Healthcare Group at Morgan Stanley in New York. Patrick holds an MBA from INSEAD and a B.A. in International Studies, magna cum laude, from Middlebury College.
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About Apax Partners, Apax Partners: Apax Partners is an independent global partnership focused solely on long-term investment in growth companies.
Dawn Hu
Vice President of Apax Partners
Dawn Hu is an Associate in the Tech & Telecom team. She joined Apax Partners in 2013 and is currently based in New York. Prior to joining Apax Partners, Dawn was an Analyst in the Private Equity Group at Goldman Sachs. Dawn holds a BSFS in International Economics from the Edmund A. Walsh School of Foreign Service at Georgetown University.
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About Apax Partners: Apax Partners is an independent global partnership focused solely on long-term investment in growth companies.
Forrest Wilkinson
Vice President of Apax Partners
Forrest Wilkinson is an Associate in the Services team. He joined Apax Partners in 2014 and is currently based in New York. His Apax deal experience includes Quality Distribution. Prior to joining Apax Partners, Forrest was an Analyst in the Mergers & Acquisitions Group at Evercore Partners in New York. Previously, he worked as an Analyst in the Global Industrials Group at Bank of America Merrill Lynch, where he advised corporate clients on M&A and capital markets transactions. Forrest holds a BBA in Finance and a BA in Plan II Honors from the University of Texas at Austin.
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About Apax Partners: Apax Partners is an independent global partnership focused solely on long-term investment in growth companies.
Jessica Kuess
Digital Vice President of Apax Partners
Jessica Kuess is a Digital Associate in the Operational Excellence group. She joined Apax Partners in 2014 and is currently based in New York. Prior to joining Apax Partners, Jessica was a member of the Strategic Development team in Ralph Lauren’s Global Digital and E-commerce Group. She also worked as an Investment Banking Associate and Analyst at Citigroup in the Global Industrial Group in New York. Jessica holds a BBA from the Stephen M. Ross School of Business at the University of Michigan.
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About Apax Partners: Apax Partners is an independent global partnership focused solely on long-term investment in growth companies.
Pavithra Mahesh
Vice President of Apax Partners
Pavithra Mahesh is a Vice President in the Healthcare team. She joined Apax Partners in 2018 and is currently based in New York. Prior to joining Apax Partners, Pavithra was a member of Goldman Sachs’ Principal Investing Area, where she focused on buyouts and growth equity investments in healthcare services and IT. She previously worked in Goldman Sachs’ healthcare investment banking team. Pavithra holds a BA in Behavioral Economics, magna cum laude, from Duke University and an MBA from Harvard Business School.
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About Apax Partners: Apax Partners is an independent global partnership focused solely on long-term investment in growth companies.
Erskine Love
Vice President of Apax Partners
Erskine Love is a Vice President in the Capital Markets Group. He joined Apax Partners in 2017 and is currently based in New York. Prior to joining Apax Partners, Erskine worked at KKR where he focused on executing debt and equity transactions across the portfolio and principal investments for KKR’s credit funds. Previously, Erskine worked at McColl Partners, a boutique M&A investment banking firm. Erskine holds an MBA with honors in Finance and Entrepreneurial Management from The Wharton School of the University of Pennsylvania and a BSE in Mechanical Engineering from Duke University.
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About Apax Partners: Apax Partners is an independent global partnership focused solely on long-term investment in growth companies.
David Burgess
Vice President of Apax Partners
David is a member of the Operational Excellence Team at Apax, leading efforts to transform the exposure of portfolio companies in Search Technologies including Search Engine Optimization (SEO).
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About Apax Partners: Apax Partners is an independent global partnership focused solely on long-term investment in growth companies.
Jayme Fuller
Vice President of Apax Partners
Jayme Fuller is a Vice President on the Operational Excellence team focused on GoToMarket and Sales Strategy. She joined Apax Partners in 2018 and is currently based in New York. Prior to joining Apax Partners, Jayme spent 18 months as an independent consultant focused on sales acceleration and top line growth initiatives. Jayme also spent 13 years at Corporate Executive Board (now Gartner) as a Managing Director leading large sales teams, launching new products, and aligning sales & marketing during transformations. Jayme holds a Bachelor of Science in Management from Purdue University.
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About Apax Partners: Apax Partners is an independent global partnership focused solely on long-term investment in growth companies.
Ashwin Cadambi
Vice President of Apax Partners
Ashwin Cadambi is an Associate in the Retail & Consumer team. He joined Apax Partners in 2012 and is currently based in New York. Ashwin’s deal experience includes Cole Haan. Prior to joining Apax Partners, Ashwin was an investment banking analyst at Goldman Sachs & Co., where he worked on M&A and financing transactions in the Technology, Media & Telecom Group. Previously, he was an analyst at Bank of America Merrill Lynch, where he worked in the Technology Group. Ashwin holds a Sc.B. in Computational Biology from Brown University.
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About Apax Partners: Apax Partners is an independent global partnership focused solely on long-term investment in growth companies.
Daniel Crozier
Senior Vice President Operations of U.S. Bancorp
Dan Crozier is Vice President and Head of Capital Markets Operations for US Bancorp Investments, Inc. and U.S. Bank, N.A. Municipal Securities Group. Dan’s responsibilities include all middle and back office areas supporting the firm’s underwriting and institutional business. In addition, Dan is responsible for securities control and plays a leadership role in the firm’s activities for Financial Responsibility Rule requirements and is a leader for the firm’s T+2 preparation effort. Dan has been with US Bancorp since 2011. He is based in New York, but also spends considerable time in the firm’s Minneapolis/St Paul and Charlotte offices. Dan started his career at Dean Witter Reynolds, Inc., and later worked at Banc of America Securities as Vice President of Fixed Income Middle Office in San Francisco and First Vice President and Head of Operations at WaMu Capital Corp. in Seattle. Dan is a member of the SIFMA’s Capital Markets Operations Committee, Regulatory Capital and Margin Committee and Municipal Operations Committee, as well as the SIFMA Think Tank and Red Group. Dan is also a member of the Federal Reserve Bank of New York Wholesale Advisory Group. Dan is a former President and board member of the Securities Operations Association of San Francisco. Dan holds licenses in Series 7, 24, 27, 52, 53, 63 and 99.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Ed Olebe
President, Co-Brand Cards of JP Morgan Chase
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Calvin Shum
Vice President of JP Morgan Chase
Co-Founder
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About IBM, JP Morgan Chase, Lovoco: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Bartholomew Baptista
Vice President, Product Marketing, Merchant Services of JP Morgan Chase
Bartholomew has enjoyed a versatile career spanning B2B to consumer marketing, and financial services to the performing arts. From working inside the halls of American Express, Citi, Neuberger and now J.P. Morgan Chase to collaborating with agencies and subject matters experts, he has activated some of the world’s most iconic global brands. Over the past 15 years, he has helped create client-driven strategic marketing roadmaps, launch new products, scale digital platforms, and enable sales. Bartholomew uses his varied background to tap into the area where creativity, strategy, and technology converge to reimagine how brands engage.
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Douglas Feagin
Senior Vice President, Global Strategic Partnerships and Investments at Ant Group of Ant Group
Mr. Douglas Feagin is Senior Vice President, Global Strategic Partnerships and Investments at Ant Group Prior to joining Ant in June 2016, from August 1994 to May 2016, Mr. Feagin worked at Goldman, Sachs & Co., where he last served as a managing director from 2004 to 2016, with a broad set of client relationships in the US, Latin America and Asia across sectors including banking, technology and insurance. He graduated from the University of Virginia in 1988, and received his MBA from Harvard Business School in 1994.
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About Ant Group: Ant Group strives to enable all consumers and small businesses to have equal access to financial and other services through technology.
Vice President of H.I.G. Capital
Navneet Alag is the vice president at H.I.G. Capital.
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About H.I.G. Capital: H.I.G. Capital is a global private equity and alternative assets investment firm with $42 billion of equity capital under management.
Jerry Selitto
President of Better.com
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About Better.com: Better.com is a homeownership journey platform that utilizes technology to change the way people buy and own a home.
Ezra Beyman
President of Empire Equity Group
Ezra Beyman is a professional businessman based out of New York City. He primary focuses are in finance, insurance and real estate. Ezra’s vast experience in these three industries has allowed him to forge an incredibly successful career for himself and his companies. He has worked closely with several clients to obtain trust and due to his accomplishments, he has had the opportunity to handle several million dollars worth of transactions and deals. Ezra Beyman is the owner and operator of Empire Insurance Holdings, which owns and operates three insurance agencies with multiple lines of personal and commercial insurance coverage. In December 1983, Mr. Beyman founded Empire Equity Group, Inc., a New York State-licensed mortgage brokerage firm which he later sold in 2008. In 1975, Ezra Beyman studied at Mesivtha Tifereth Jerusalem, located in New York, New York, and earned a First Talmudic Degree, which is equivalent to a B.A. Empire American Holdings, LLC., which Ezra Beyman has co-owned for over 10 years, is an American holding company that owns residential and commercial properties all throughout the US. Along with owning properties, the company also owns multiple insurance agencies based out of New Jersey and Florida. For several years now Ezra has been the President of Empire Equity Group, Inc. The company provides high-quality mortgage services to the New York City area as well as expanding out to other areas throughout the US. Since having Ezra Beyman in the leadership position, the company has done tremendously well in all areas of work and Ezra is proud of his large client portfolio and successful work. Outside of his professional activities at Empire American Holdings and his other business entities, Ezra Beyman has taken time to establish the Ezra Trust Foundation. The foundation itself has founded an educational program called Learner Earner. Learner Earner encourages young men to complete their undergraduate studies and pursue themselves and their future careers.
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About Empire American Holdings, LLC., Empire Equity Group: Empire Equity Group provides the New York City area with mortgage services, including conforming, nonconforming and government loans.
Stacey Cunningham
President of New York Stock Exchange
Stacey Cunningham is President of the NYSE Group which includes the New York Stock Exchange and a diverse range of equity and equity options exchanges, all wholly owned subsidiaries of Intercontinental Exchange (NYSE: ICE). Cunningham oversees the management of several units including cash equities markets, relationship management, product management and NYSE Governance Services.
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About New York Stock Exchange: New York Stock Exchange views stock market news, stock market data, and trading information.
Charles Scharf
President and CEO of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Austin Smith
Vice President of Houlihan Lokey
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About Houlihan Lokey: Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting.
Jesse M. Du Bey
Managing Director & Vice President of Providence Equity Partners
Jesse Du Bey is founder and managing partner of Orkila Capital, a private equity firm focused on media, technology, and special situations investments. Prior to founding Orkila, Jesse was a managing director at Providence Equity Partners, the world’s leading investment firm focused on media, technology, and information services, with over $23B under management. Jesse is currently a Board Director of Heartflow, Inc., Bellator (a Viacom company), World Triathlon Corporation (Ironman), ikaSystems, Crash Line Productions, and The DuBey Family Foundation. Jesse is a graduate of the University of Washington and is a native of Seattle, WA.
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About Orkila Capital, Providence Equity Partners: Providence Equity Partners is a private equity firm that focuses on media, entertainment, communications, and information investments.
Greg McCall
Co-Founder, President & CFO of Equity Data Science
Greg McCall co-founded Equity Data Science in 2017 and serves as the Company’s President and CFO. Greg spent three decades as a Fundamental Technology Analyst/Portfolio Manager and was an early investment team member/partner of multiple billion dollar-plus funds, including WestWay Capital, a pioneering technology fund focused on disruptive change. Greg was also a Portfolio Manager at Sage Asset Management and the Founder and Chief Investment Officer of Rock Crest Capital. Greg received his degree in finance from the University of Massachusetts, while competing as a member of a D1 gymnastics team.
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About Equity Data Science: Equity Data Science (EDS) is a cloud-based, scalable investment process management platform that leverages the capabilities of data science to improve decision making and increase productivity.
Ronald Hassen
Senior Vice President and Interim Chief Financial Officer of Nasdaq
Ronald Hassen is currently Senior Vice President and interim CFO, a position he has held since January 2016. He has also served as Finance Controller of Nasdaq since March 2002 and is the company’s Principal Accounting Officer. Mr. Hassen also previously served as interim Chief Financial Officer from February 2011 to September 2011. Mr. Hassen also held the position of Treasurer from November 2002 through January 2007. Prior to joining Nasdaq, Mr. Hassen served as Controller of Deutsche Bank North America, after the company’s acquisition of Bankers Trust Company. Mr. Hassen served as Principal Accounting Officer at Bankers Trust until the acquisition by Deutsche Bank in 1999.
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Brenda Hoffman
Senior Vice President of Nasdaq
Brenda Hoffman serves as Senior Vice President, Head of Global Technology U.S. Markets Systems and Global Information Services for Nasdaq. In this role, Ms. Hoffman is responsible for overseeing the development, operations and regulatory compliance of Nasdaq’s U.S. market trading, information services and auxiliary systems. She is also responsible for overseeing the important transition of the Securities Information Processor (SIP) to INET core technology. Prior to joining Nasdaq, Ms. Hoffman served as the Chief Information Officer and Group Head for TMX Group, leading the technology teams responsible for the Toronto Stock Exchange (TSX), Venture Exchange (TSXV), the Montreal Derivatives Exchange (MX), and two Canadian clearinghouses: Canadian Derivatives Clearing Corporation (CDCC) and Clearing and Depository Service (CDS). Prior to joining TMX Group, Ms. Hoffman was the Director of the Worldwide Competency Center for Exchanges and Electronic Markets for IBM Global Services with major centers in Toronto and Europe. Ms. Hoffman has over 25 years of experience in the global capital markets industry and served on various boards and advisory committees, including BOX Market LLC, Agriclear Inc., Razor Risk Technologies Inc. and the CFI (Canadian Financial Institutions) Cyber Security Committee. In 2014, she was named CIO of the year by the Information Technology Association of Canada (ITAC). Ms. Hoffman holds an honors B.A. in Economics from the University of Waterloo.
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Robert McCooey
Senior Vice President of Nasdaq
Robert H. McCooey, Jr. Robert H. McCooey, Jr. is a Senior Vice President of Nasdaq’s Listing Services unit. He is responsible for New Listings as well as Relationship Management with Nasdaq’s 3,500 listed companies in the Americas and throughout Asia Pacific. Prior to joining Nasdaq in 2006, Mr. McCooey founded and served as the Chief Executive Officer of The Griswold Company, a brokerage firm, from 1988 until 2006. He was a member of the New York Stock Exchange Board of Executives from 2003-2006. Mr. McCooey served on the NYSE’s Group Market Performance Committee, was chairman of the NYSE’s Technology and Planning Oversight Committee and served on the Boards of the NYSE Foundation, the Securities Industry Automation Corporation (SIAC) and the Committee for Review, part of NYSE Regulation. He is a member of the National Organization of Investment Professionals (NOIP).
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Joseph Noviello
Senior Vice President, Nasdaq eSpeed of Nasdaq
Joseph C. Noviello is Senior Vice President of Nasdaq eSpeed, a division of the Global Trading & Market Services business unit. Mr. Noviello leads the strategic planning and global product development for eSpeed, Nasdaq’s purely electronic U.S. Treasury securities trading platform. He joined Nasdaq in 2013 through the acquisition of eSpeed from BGC Partners, Inc. Prior to joining Nasdaq, Mr. Noviello served as Executive Vice President and Chief Product Architect leading BGC Partners’ ELX product management and technology deliverables. He has also served as Executive Vice President and Chief Information Officer for eSpeed Inc., where he was responsible for the global technology organization and initiatives supporting core businesses with emphasis on software engineering and e-commerce development. Mr. Noviello began his Cantor Fitzgerald career in 1995 as Managing Director of the Distributed Development Group, which founded the eSpeed platform offering. Prior to joining Cantor Fitzgerald, Mr. Noviello was Vice President of Product Development at Micrognosis, a software company specializing in trading room data distribution platforms. He earned his bachelor’s degree in computer science from Oswego University in 1987.
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Gunilla Hellqvist
Senior Vice President, Global Head of Market Operations of Nasdaq
Gunilla Hellqvist is Senior Vice President, Global Head of Market Operations for Nasdaq. Her responsibilities include oversight of the business operations for all Nasdaq exchanges, clearing and custody services worldwide. Prior to this she headed the Nordic Market Operations. Ms. Hellqvist has been with Nasdaq since the merger, and joined OMX in 1995. During the consolidation of the Nordic exchanges, and later the merger between NASDAQ and OMX, Ms. Hellqvist was responsible for the integration of all operations units. With more than 25 years of experience from the financial markets, Ms. Hellqvist has vast experience from business and product development, fixed income and trading operations. She has held various positions with listed companies and at The Riksbank, Sweden’s central bank. Ms. Hellqvist serves on the board of Nasdaq Broker Services and on the board of FSPOS, The group for private-public co-operation in the financial sector. She holds a Degree of Bachelor of Business Administration from the University of Linköping and an executive MBA.
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Louis Modano
Senior Vice President, Chief Information Security Officer and Global Head of Infrastructure Services of Nasdaq
Louis Modano is Senior Vice President, Chief Information Security Officer and Global Head of Infrastructure Services for Nasdaq. In this role, he is responsible for leading the company’s information security risk assessment and governance activities as well as information security incident management engineering teams. He is also responsible for the development and implementation of Nasdaq’s global technology infrastructure and services, including networks, systems, storage, databases, cloud computing, office automation and data center facilities. Mr. Modano and his global team support the underlying infrastructure behind Nasdaq’s trading and market systems, as well the Market Technology and Corporate Solutions businesses within the Global Technology group. Mr. Modano has more than 25 years of experience in building business value through strategic and innovative product development and information technology initiatives within the financial services industry. Prior to joining Nasdaq in August of 2009, Modano served as Senior Vice President at NYSE Euronext, where he held various senior leadership positions in operations, engineering, business development, sales, product development, and as head of the Sector/SFTI technology subsidiary. Mr. Modano earned a Master of Business Administration from St. John’s University and a Bachelor of Science in Electrical Engineering from Polytechnic University.
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Bryan Smith
Senior Vice President of Nasdaq
Bryan Smith joined Nasdaq in 2012 and is responsible for all aspects of global human resources, including HR business advisement, talent management, compensation, benefits, and recruitment. Mr. Smith previously served as an executive compensation advisor to the senior management team of Nasdaq for six years. Mr. Smith was a founding Partner with Meridian Compensation Partners LLC, an independent executive compensation advisory firm. At Meridian, Mr. Smith provided advice to Boards of Directors and senior management teams on the full range of executive and Board of Director compensation issues. Prior to his tenure at Meridian, Mr. Smith was a Principal at Hewitt Associates LLC (now Aon Hewitt), a global human resources consulting and outsourcing firm. At Hewitt Associates, Mr. Smith held various senior HR outsourcing and consulting roles. In outsourcing, he served as a Multi-Process Transformation Leader and a Defined Contribution Practice Leader. In consulting, he advised companies and Boards of Directors on talent management, executive compensation, and broad-based total rewards. He also provided HR consulting services to companies undergoing corporate transactions, including mergers, acquisitions, divestitures, IPOs, spin-offs, joint ventures, and other restructurings.
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Sato Teruaki
President and CEO of Nasdaq
Sato Teruaki is the President and CEO at Nasdaq.
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Daniel Gaisin
Vice President of Finance of FirstMark
Daniel Gaisin is the Vice President of Finance at FirstMark.
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About FirstMark: FirstMark Capital is an early-stage venture capital firm that partners with exceptional entrepreneurs.
Ivana Estrada
Vice President Institutional and Securities Technology of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Toks Afolabi-Ajayi
Vice President, Mergers & Acquisitions of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Anthony Sinatra
Vice President, Global Program Lead and Senior Technology Program Manager of Morgan Stanley
Anthony Sinatra is currently the Global Program Lead for Surveillance Analytics Technology at Morgan Stanley which has key focus on bringing Big Data and Advanced Analytics to the trade surveillance space. Previously, he served as the Lead Delivery Manager for the AML Transaction Monitoring program. He has over 15 years of experience in Financial Services technology and over 10 years of experience in Compliance.
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Katy Zhao
TitleSenior Vice President | Senior Portfolio Manager | International Client Advisor of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Kevin Gould
President of IHS Markit
Kevin Gould is president of Markit and a cofounder of the company. He was appointed head of Markit’s Asia Pacific operations in July 2013, a role that spans Singapore, Hong Kong, Japan and Australia. Previously, Kevin led Markit’s business in North America, which he established in 2005 and now serve more than 400 customers. Kevin holds a BSc in Mechanical Engineering from Bristol University.
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About IHS Markit: IHS provides information and analysis to support the decision-making process of businesses and governments in regards to various industries.
Shane Akeroyd
President of IHS Markit
Shane Akeroyd is president of IHS Markit Asia Pte. Ltd. He joined Markit as head of sales in 2008 from RBC Capital Markets where he was head of global debt markets distribution and a member of the executive management team.Prior to RBC, Shane was vice chair, capital market sales at TD Securities, responsible for Europe, Asia and Australia. He holds a B.S. (Hons) in economics from University College London.
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About IHS, IHS Markit: IHS provides information and analysis to support the decision-making process of businesses and governments in regards to various industries.
Adam Kansler
President, Financial Services of IHS Markit
Adam Kansler is president of the financial services business at IHS Markit, which includes pricing and reference data, trade processing, valuations, indices, and economic and country risk products. Adam previously served as global co-head of Markit’s information division and head of North American operations. Earlier, Adam was Markit’s chief administrative officer and general counsel – leading human resources, legal, corporate communications, risk, regulatory and strategic alliances. Before joining Markit in 2009, Adam spent 17 years with Proskauer LLP as a corporate partner. He holds a B.A. in economics from Hobart College and received his J.D. from Columbia University School of Law.
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About IHS Markit: IHS provides information and analysis to support the decision-making process of businesses and governments in regards to various industries.
Sari Granat
Executive Vice President and General Counsel of IHS Markit
Sari Granat is executive vice president and general counsel at IHS Markit, responsible for the company’s legal, compliance, regulatory and government affairs, enterprise risk and information security functions. Prior to joining Markit in 2012, Sari was lead counsel and chief administrative officer of TheMarkets.com LLC. She has served in senior legal and strategy positions at media and technology companies including Dow Jones & Company and Kaplan, Inc. Sari holds a B.A. in English from Yale University and a J.D. from New York University School of Law.
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About IHS Markit: IHS provides information and analysis to support the decision-making process of businesses and governments in regards to various industries.
Nick Baker
Senior Vice President of Macquarie Group
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About Macquarie Group: Macquarie Group is a global provider of banking, financial, advisory, investment and funds management services.
Ishan Sinha
Vice President of Point72 Ventures
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About Point72 Ventures: Point72 Ventures is an every-stage global VC fund focused on fintech, deep tech, and enterprise investments led by Steven A. Cohen.
Tyler Flint
Vice President of Redpoint
Responsible for identifying, evaluating and executing new investments as well as supporting Comcast Ventures’ existing portfolio companies
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About Redpoint: Redpoint Ventures partners with visionary founders to create new markets or redefine existing ones at the seed, early, and growth stages.
Gunther Bright
Executive Vice President and General Manager, U.S. Large Market and Global Client Group of American Express
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
