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 CEO’ operating in the Financial Services space. If you think a CEO’ 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.
Catherine Wood
Founder, CEO & CIO of ARK Investment Management
Cathie registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. Prior to ARK, Cathie spent twelve years at AllianceBernstein as Chief Investment Officer of Global Thematic Strategies where she managed $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, managed $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. Cathie received her Bachelor of Science, summa cum laude, in Finance and Economics from the University of Southern California in 1981. In 2016, Cathie received the “Women in Finance – Outstanding Contribution Award” from Market Media.
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About ARK Investment Management: ARK Invest holds a precision lens on thematic investing.
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Henry Kravis
Co-Founder & Chief Executive Officer of Kohlberg Kravis Roberts
Henry Kravis (New York) co-founded KKR in 1976 and is Co-Chairman and Co-Chief Executive Officer. He is actively involved in managing the Firm and serves on regional Private Equity Investment and Portfolio Management Committees. Henry Kravis currently serves on the boards of First Data Corporation and ICONIQ Capital, LLC. He also serves as a director, chairman emeritus or trustee of several cultural, professional, and educational institutions, including The Business Council, Claremont McKenna College, Columbia Business School, Mount Sinai Hospital, Partnership for New York City, Partnership Fund for New York City, Rockefeller University, Sponsors for Educational Opportunity and Tsinghua University School of Economics and Management. He earned a B.A. from Claremont McKenna College in 1967 and an M.B.A. from the Columbia Business School in 1969. Henry Kravis has more than four decades of experience financing, analyzing, and investing in public and private companies, as well as serving on the boards of a number of KKR portfolio companies.
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About Kohlberg Kravis Roberts, Partnership Fund for New York City: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
John Henry
Cofounder & Co-CEO of Loop
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About cofound/harlem, Loop: Loop Insurance uses AI-technology, big data, and telematics to create more fairly priced insurance products.
Jacob Pechenik
Founder & CEO of Venture Forth Productions
Jacob is currently the Founder & CEO of Venture Forth Productions, a specialty film finance and production company. Previously, Jacob was Founder and CEO of YellowJacket, which was acquired by IntercontinentalExchange (NYSE:ICE) in January 2008. Jacob has nearly two decades of experience in the development and support of enterprise-class trading platforms for large financial services firms and Fortune 500 companies. Prior to establishing YellowJacket in 2003, Jacob founded and served as the CEO of TechTrader, a provider of business-to-business enterprise software for public and private trading exchanges catering to the direct materials markets.
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About Venture Forth Productions: A specialty film finance and production company
Michael Miebach
CPO & Chief Executive Officer of Mastercard
Michael Miebach is chief product officer for MasterCard. In this role, he leads the development, commercialization and management of the company’s global core products offerings, which include consumer credit and debit, commercial, prepaid and loyalty solutions. Miebach is also a member of the company’s Management Committee. Prior to assuming this role in January 2016, Miebach was president of the company’s Middle East and Africa region, focused on driving the evolution of payments and delivering increased value to MasterCard stakeholders. He joined MasterCard in 2010 from Barclays Bank PLC, where he was the managing director for Middle East and North Africa, responsible for the bank’s corporate, commercial and consumer business in the region. He also served as managing director for Barclays Africa. Prior to Barclays, Miebach held several senior-level positions over 13 years at Citibank in Germany, Austria, UK and Turkey. His experience spanned cards and consumer finance, corporate and investment banking, operations and financial control. He is a member of the Accion board of directors, providing insight and guidance to the organization as it works to support the two billion adults across the world lacking access to formal financial services. Miebach also is a member of the G-20Y Association Advisory Board. Miebach holds a Master of Business Administration from the University of Passau in Germany.
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Dileep Thazhmon
Co-Founder & CEO of Jeeves
Dileep Thazhmon is the Co-Founder and CEO at Jeeves.
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About Jeeves: Jeeves is a fintech company that brings financial solutions to businesses globally.
William Libby
CEO of Upper90
Billy is co-founder and managing partner at Upper90 which is fintech focused private equity fund based in New York. Previously, he ran electronic trading businesses at leading institutions working closely with technology, quant research and steams.
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About Goldman Sachs, Upper90: Upper90 is a hybrid fund that provides founder-friendly credit and equity to top disruptors in e-commerce, enterprise, and fintech.
David Foley
Sr. Managing Director and Chief Executive Officer of Blackstone Energy Partners of Blackstone Group
David I. Foley is a Senior Managing Director in the Private Equity Group and Chief Executive Officer of Blackstone Energy Partners. David Foley is based in New York and is responsible for overseeing Blackstone’s private equity investment activities in the energy & natural resource sector on a global basis. Since joining Blackstone in 1995, David Foley has been responsible for building the Blackstone energy & natural resources practice and has played an integral role in every private equity energy deal that the firm has invested in, including: Premcor, Kosmos Energy, Foundation Coal, Texas Genco, Sithe Global Power, OSUM Oil Sands, PBF Energy, Global Offshore Wind, GeoSouthern, Alta Resources, Moser Baer, Cheniere and LLOG Exploration. Before joining Blackstone, David Foley worked with AEA Investors in the firm’s private equity business, and prior to that served as a consultant for the Monitor Company. David Foley received a BA and an MA in Economics, with honors, Phi Beta Kappa, from Northwestern University and received an MBA with distinction from Harvard Business School.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Stephen Schwarzman
Chairman, CEO & Co-Founder of Blackstone Group
Stephen Schwarzman is Chairman, CEO and Co-Founder of Blackstone. Schwarzman has been involved in all phases of the firm’s development since its founding in 1985. The firm is currently the world’s largest independent alternative asset manager with $218 billion Assets Under Management, as of March 31, 2013. Schwarzman is an active philanthropist with a history of supporting education and schools. Whether in business or in philanthropy, he has always attempted to tackle big problems and find transformative solutions. In 2013, he founded an international scholarship program, “Schwarzman Scholars,” at Tsinghua University in Beijing, to educate future leaders about China. At $300 million, the program is modeled on the Rhodes Scholarship and is the single largest philanthropic effort in China’s history coming largely from international donors. In 2007, Schwarzman donated $100 million to the New York Public Library, on the board of which he serves. Schwarzman is also committed to supporting education locally, sending over two hundred students per year to parochial schools in the New York area. Schwarzman is a member of The Council on Foreign Relations, The Business Council, The Business Roundtable, and The International Business Council of the World Economic Forum. He serves on the boards of The Asia Society, The Board of Directors of The New York City Partnership and The Advisory Board of the School of Economics and Management at Tsinghua University, Beijing. He is a Trustee of The Frick Collection in New York City and Chairman Emeritus of the Board of Directors of The John F. Kennedy Center for the Performing Arts. In 2007, Schwarzman was included in TIME’s “100 Most Influential People.” In that same year, he was awarded the Légion d’Honneur of France and promoted to Officier in 2010. Schwarzman holds a B.A. from Yale University and an M.B.A. from Harvard Business School. He has served as an adjunct professor at the Yale School of Management, is on the Harvard Business School Board of Dean’s Advisors and Harvard University’s Global Advisory Council. In 2012, he was awarded an Honorary Degree from Quinnipiac University.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Junaid Wahedna
Chief Executive Officer of Wahed Invest
Junaid is the CEO and founder of Wahed Invest inc. He has a Graduate degree from the department of Industrial Engineering & Operations Research from Columbia University. While at Columbia, he served as the Managing Editor of the prestigious academic publication,The Columbia Financial Review. Junaid is the holder of the Chartered Alternative Investment Analyst (CAIA), Certified Management Accountant (CMA), and CIMA Diploma in Islamic Finance (CDIF) designations. He has also been a speaker at international conferences on Islamic Finance.
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About Wahed Invest: Wahed is the first automated Shari’ah compliant investment platform in the world.
Molly Fowler
CEO of First Round Capital
A motivated group of people can do just about anything. I’ve seen it in action from a local barbecue that turned out an entire neighborhood to vote for the first time, to a city that wouldn’t stand for buildings that wouldn’t stand in an earthquake. When the energy of large, distributed communities is met with the hustle and dedication of people and organizations, we can come together and take on any and every challenge.
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About First Round Capital: First Round is a venture capital firm that specializes in providing seed-stage funding to technology companies.
Frank Bruno
Co-CEO and enior Managing Director of Cerberus Capital Management
Frank Bruno is Co-Chief Executive Officer of Cerberus and is responsible for leading the Firm’s global investment activities across credit, private equity, and real estate strategies, working closely with Co-CEO and CIO Steve Feinberg. Prior to this role, he was President of Cerberus Global Investments, where he was responsible for leading the Firm’s European, Asia, and Latin American businesses. Since joining Cerberus in 1998, he has overseen the investment of more than $32 billion in equity capital in Asia and Europe, alone. Under his leadership, Cerberus expanded its international presence significantly, opening global advisory offices across Asia, including Beijing, Hong Kong, and Tokyo; and across Europe, including Baarn, Belfast, Dublin, Frankfurt, London, and Madrid. He graduated Cornell University and received an M.B.A. from the Wharton School at the University of Pennsylvania. He currently serves on the Wharton School’s Graduate Advisory Board and the Cornell University ILR School Advisory Board. He is an active supporter of Hire Heroes, a U.S. military veteran transition resources organization and Save the Children. He is a member of numerous Cerberus committees, including the Firm’s Operating/Management Advisory Committee, Private Equity Committee, Real Estate Committee, Real Estate Debt Committee, Valuation Committee, and NPL Committee.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Stephen Feinberg
Co-Founder and Co-Chief Executive Officer of Cerberus Capital Management
Stephen Feinberg co-founded Cerberus Capital Management in December 1992. He also founded or co-founded the other Cerberus affiliates and Cerberus Funds. Prior to founding Cerberus Capital Management and its affiliates, he managed separate pools of capital for Gruntal & Co. and certain other accounts from 1985 to 1992. He began his career at Drexel Burnham Lambert, where he was actively involved in trading large pools of firm capital. He is a graduate of Princeton University. He is a member of the Firm’s Private Equity Investment Committee, Cerberus Business Finance Investment Committee, Valuation Committee, Real Estate Investment Committee, Allocation Committee, Brokerage Selection Committee, and NPL Committee.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Brandon Krieg
CEO and Co-Founder of Stash Financial
Brandon Krieg is the Co-Founder of Collective Returns, Inc. and has been its Chief Executive Officer since July 11, 2016. Brandon Krieg served as the President of Collective Returns, Inc. until July 11, 2016 and serves as its Executive Director.
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About Stash Financial: Stash is a personal finance app that combines banking, investing, and advice into one platform.
Keith McCullough
Founder & CEO of Hedgeye Risk Management
Prior to founding Hedgeye Risk Management, Keith built a track record as a successful hedge fund manager at the Carlyle-Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners, and Dawson-Herman Capital Management. He got his start as an institutional equity sales analyst after earning an economics degree from Yale University, where he captained the hockey team to a Division I Ivy League Championship. Keith regularly appears on financial TV and radio including CNN and Fox Business, and has been a contributor for CNBC and Bloomberg. He writes regularly for Fortune and Forbes and is the author of the popular book, Diary of a Hedge Fund Manager. He is currently co-chair of the NYC Bipartisan Policy Center, the only Washington, D.C.-based think tank actively promoting bipartisanship to address the key challenges facing the U.S.
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About Hedgeye Risk Management: Hedgeye Risk Management is a web-based financial research and media company providing investment information.
Amy Nauiokas
Co-Founder & Chief Executive Officer of Anthemis Group
Amy Nauiokas is the Founder & Chief Executive Officer at Anthemis Group.
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About Anthemis Group: Anthemis Group is a global platform that cultivates change in the financial system by investing in, growing, and sustaining businesses.
Benjamin Levin
Founder, Co-CEO of Level Equity Management
Ben Levin co-founded Level Equity and is a partner and the Co-CEO of Level Equity Management, LLC.
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About Level Equity Management: Level Equity Management is a growth equity firm that focuses on providing capital to software and internet companies.
Vishal Garg
Founder & CEO of Better.com
Vishal Garg is the Founder and CEO of Better.com, a digital-first homeownership company whose services included mortgage, real estate, title, and homeowners insurance. A serial entrepreneur, the day that he came up with the idea behind Better.com, Vishal was simply looking to purchase a home for his growing family (and not start a new company). When Vishal’s effort to buy his family’s dream house was defeated by an antiquated homeownership process, the vision and mission for Better.com was born. Vishal Garg’s Better.com all-in-one digital platform takes customers through the entire home-buying process, from finding an agent to securing a mortgage (or refinanced loan) to shopping for insurance. To date, under Vishal Garg’s leadership, Better.com has done over $46.9 BN in home loans and provided over $16B in cumulative coverage through Better Cover and Better Settlement Services, the insurance divisions of Better.com. Better.com has raised over $400M in equity capital and is backed by L Catterton, Kleiner Perkins, Goldman Sachs, American Express Ventures, Citi and other investors. In December 2019, HousingWire honored Vishal Garg with the “2019 Vanguard Award”, which recognizes leaders of businesses contributing to the growth of the housing economy. In July of 2020, Comparably surveyed employees of color to rate the top CEOs driving diversity and inclusive work culture. The results ranked Garg at #13 out of 25, placing him alongside leaders at organizations like Microsoft and Google. In September of 2020, Business Insider named Vishal Garg as one of the “100 People Transforming Business in 2020”. And, in October of 2020, Ernst & Young included Garg on the “Entrepreneur of the Year 2020” list. Vishal Garg is also the founding partner of 1/0 Capital. Previously, Vishal was Co-head and Managing Partner, ARAM ABS Group ($6 B+ assets) and the Founder and President & CFO of MyRichUncle (2005 NASDAQ IPO), which he founded at the age of 21 and built into the fourth largest private student loan originator in the US. Prior toMyRichUncle, Vishal was an analyst in the Mergers & Acquisition dept. at Morgan Stanley, and a frontier emerging markets portfolio manager for the Strategos Fund. He is a graduate of NYU Stern with the highest honors.
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About Better.com, Phoenix Holdings: Better.com is a homeownership journey platform that utilizes technology to change the way people buy and own a home.
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.
Stephen Murphy
CEO of Genesis Global
Stephen graduated with a 1st in BSc Computer Science and has held senior business & “C-level” technology positions for some of the worlds leading investment banks including Goldman Sachs, Merrill Lynch, HSBC & BTG Pactual. During his career he has lived in São Paulo, New York, Hong Kong & London. Stephen has managed teams of over 250 people, technology budgets over $100 million and supported business lines with over $500 million of revenue. Stephen also led from a client perspective key multi-million dollar contracts negotiations with major software vendors such as Microsoft, Oracle, SunGard, Murex, Calypso, Charles River and Fidessa.
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About Genesis Global: Genesis Global is a low-code technology platform that helps financial institutions build new applications.
Steve Kimble
Chairman and Chief Executive Officer, Deloitte Tax LLP of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Joe Ucuzoglu
Chief Executive Officer of Deloitte
Joe Ucuzoglu is the chief executive officer at Deloitte US.
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Sandeep Varma, CFA
Co-Founder, CEO & CTO of Equity Data Science
Sandeep co-founded Equity Data Science in 2017 and serves as the company’s Chairman and CEO. His unique experience includes computer science, fundamental analysis, and data science. Prior to founding EDS, Sandeep was a quantitative analyst at Bridger Capital and a quantitative and fundamental analyst at Herring Creek Capital, a hedge fund founded by Steve Galbraith where he developed a proprietary quantitative platform for idea generation and risk management. Prior to that, he was a quantitative analyst at Credit Suisse where his responsibilities included portfolio and risk analysis and quantitative modeling for the Prime Brokerage and Securities desks. Before joining Credit Suisse in 2008, Sandeep developed and managed trading and risk management systems at Lehman Brothers and UBS. Sandeep received his Master of Engineering in Computer Science from Cornell University and is a Chartered Financial Analyst.
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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.
Robert Greifeld
CEO of Nasdaq
Bob Greifeld assumed leadership of Nasdaq in 2003, when the company’s primary business was operating one equity market in the U.S. Today, Nasdaq is a leading participant in the exchange and technology sector, delivering trading, listing, intelligence, and public company services across six continents. During his tenure, Mr. Greifeld has led Nasdaq through a series of complex, innovative acquisitions that have extended the company’s footprint across the world, spanning all asset classes. In 2008, he led the Exchange’s combination with Stockholm-based OMX AB, as well as acquisitions of the Philadelphia Stock Exchange, the Boston Stock Exchange and Nord Pool, Europe’s largest power market. Nasdaq owns and operates 26 markets, one clearinghouse and five central securities depositories across the U.S. and Europe. Its technology drives more than 70 marketplaces worldwide. In January 2009, Nasdaq was named “Company of the Year” by Forbes magazine. Also in 2009, Nasdaq was ranked as one of the best performing companies in the U.S. as part of the BusinessWeek 50, and it was named to Fortune Magazine’s annual list of 100 Fastest Growing Companies. Mr. Greifeld has been a strong advocate for modernizing exchanges and financial regulation to keep America’s capital markets competitive. He has also called for CEOs to embrace sound, modern regulation as consistent with good business practices. Mr. Greifeld has been outspoken on a number of issues, including long-term U.S. fiscal debt, corporate tax reform, and the nation’s outmoded immigration policy, citing each as harmful to U.S. innovation and business growth. Prior to joining Nasdaq, Mr. Greifeld was an Executive Vice President at SunGard Data Systems, Inc. (“SunGard”), where he was responsible for all of SunGard’s sell-side businesses and its buy-side transaction routing businesses. Mr. Greifeld joined SunGard in 1999 through SunGard’s acquisition of Automated Securities Clearance, Inc. (“ASC”). From 1991-1999, Mr. Greifeld was the President and Chief Operating Officer at ASC.
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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.
Alliott Cole
CEO of Octopus Ventures
Alliott Cole serves as Chief Executive Officer at Octopus Ventures. He joined the Octopus Ventures team at the start of 2008 as the team began investing their first fund. He currently also serves as a Board Member at Secret Escapes, Cazoo, Swoon Editions and Big Health. He focuses on internet-enabled services, enterprise software, and consumer innovation. Alliott Chairs the Investment Committee at Octopus Ventures and sits on the Board of the Octopus Group Executive Committee. Alliott has also spent two years working in the US when he established Octopus Ventures’ office in New York. The key investments he has been involved in at Octopus include Antidote.me (a digital healthcare company); Conversocial (a B2B customer service software); the food e-commerce business Graze (acquired by Unilever), the ecommerce platform Rangespan (acquired by Google), the machine learning business Magic Pony (acquired by Twitter), Permutive (an edge computing company); Sofar Sounds (a global music company); the pet food company Tails.com (acquired by Nestle), and the property portal website Zoopla (acquired by SilverLake). Before arriving at Octopus, he previously worked as a lawyer at Ashurst, where he spent time working for IBM, Sporting Bet, UC Rusal, and NM Rothschild. Alliott has also held positions on the Board of the British Business Angel Association. He holds a Masters in Classics from Oxford University.
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About ACF Investors, Big Health, Cazoo, Graze, Octopus Ventures, Permutive, Secret Escapes, Secret Escapes, Sofar Sounds, UK Business Angels Association: Octopus is a multi stage European venture capital investor specializing in health, money, deep tech, and consumer.
Jonathan Kindred
CEO Morgan Stanley Japan of Morgan Stanley
Jonathan Kindred is CEO of Morgan Stanley Japan. He is President & CEO of Morgan Stanley Japan Holdings Co., Ltd. and Morgan Stanley MUFG Securities Co., Ltd., Chairman of Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. and a member of the firm’s Management Committee. Morgan Stanley offers a range of financial services in investment banking, sales & trading, research, real estate and investment management in Japan, including securities joint venture operations with Mitsubishi UFJ Financial Group. Jon joined Morgan Stanley as an analyst in New York in 1983. In 1985 he transferred to the firm’s London office where he worked as a trader in the Fixed Income Division. In 1989 he transferred to Tokyo to assume responsibility for structuring private debt placements in Japan and then rose to increasingly senior roles including Head of Structured Transactions Asia from 1993 to 2000 and Head of Fixed Income Asia from 2000 to 2006. Jon holds a B.S. degree in Economics from The Wharton School at The University of Pennsylvania where he was a Benjamin Franklin Scholar.
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Robert Garland
CEO of Morgan Stanley
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About JP Morgan Chase, Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Aryeh Bourkoff
Founder & CEO of LionTree
Mr. Bourkoff is the founder and CEO of LionTree LLC, an independent investment bank. He previously served as Vice Chairman and Head of Americas Investment Banking at UBS, which he joined in 1999. He was also a member of the UBS Investment Banking Executive Committee. Other positions Mr. Bourkoff held within UBS include Joint Global Head of Telecom, Media, and Technology Investment Banking and Head of the Media and Communications Research Group. Before joining UBS, he served as a high-yield research analyst at CIBC World Markets from 1997-99 and Smith Barney from 1995-97. Mr. Bourkoff is a director on the boards of select private companies. He is also a chair of the entertainment, media, and communications division of the UJA-Federation of New York and a member of its digital media executive committee; a member of the New York Philanthropic Advisory Board of UNICEF; a trustee of the Foundation Fighting Blindness; and a member of the Council on Foreign Relations. – See more at: http://www.tribecadisruptiveinnovationawards.com/aryeh-bourkoff-founder-and-ceo-liontree-llc/#sthash.YRJMs0Ws.dpuf
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About LionTree: LionTree Partners is a service provider and investment banking fund that invests in media, technology, and telecommunication.
Adam Dell
Founder & CEO of Clarity Money
Adam Dell joined Austin Ventures as Venture Partner in May 2010. Adam has been a successful entrepreneur, academician, and has more than 12 years of experience in the venture capital industry. He focuses purely on early-stage venture investments in the information technology and business services areas. Most recently, Adam was Founder and Managing General Partner of Impact Venture Partners, a venture capital firm focused on information technology investments. Prior to founding Impact, Adam was a partner with Crosspoint Venture Partners in Northern California, and a Senior Associate with Enterprise Partners in Southern California. Prior to becoming a venture capitalist, he worked as a corporate attorney in Austin, Texas, with the law firm of Winstead, Sechrest & Minick. His prior investments include OpenTable (OPEN), Buzzsaw (ADSK), Ingenio (T), and Hotjobs (YHOO). Dell founded and served as Chairman of the Board of Directors of MessageOne, which was acquired by Dell, Inc. in 2008. Adam teaches a class on the role of law in innovation at the University of Texas School of Law.
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About Austin Ventures, Clarity Money, SharedEarth.com: Clarity Money empowers and saves you money with transformative financial organization, transparency and advocacy.
Mrinal Manohar
CEO and Co-founder of ADAPtive Holdings
Mrinal Manohar is a co-founder and CEO at ADAPtive Holdings, the parent company of CasperLabs.
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About ADAPtive Holdings: ADAPtive Holdings the parent company of CasperLabs.
Gaurav Suri
CEO of Arcesium
Gaurav Suri is the CEO of Arcesium. Gaurav was formerly a Managing Director and Head of Information Technology and Software Development for the D. E. Shaw group. From 1996 until Arcesium’s launch in 2015, he focused on developing proprietary software associated with the D. E. Shaw group’s investment management activities and building out the firm’s software development operations in Hyderabad, India. He also oversaw the D. E. Shaw group’s office in Hyderabad.
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About Arcesium: Arcesium is provider of middle- and back-office technology and services to alternative asset managers.
Kurt Lin
Co-Founder, CEO of Pinwheel
Kurt Lin is a Co-Founder and CEO at Pinwheel.
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About Pinwheel: Pinwheel is the market-leading payroll data connectivity platform building the income layer that will power a fairer financial system.
Jon Winkelried
CEO & Partner of TPG
Jon Winkelried is the Chief Executive Officer and a Partner of TPG based in San Francisco. Prior to joining TPG in 2015, Jon was with Goldman, Sachs & Co. for more than 27 years, until he retired in 2009 as President and Co-Chief Operating Officer. Jon received a BA in economics from the University of Chicago and an MBA from the Graduate School of Business at the University of Chicago. He serves on the Vanderbilt University Board of Trust and on the Memorial Sloan Kettering Cancer Center Board of Overseers.
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About TPG, TPG Capital Asia: TPG is a private investment firm that manages capital across a family of funds.
Gal Krubiner
CEO/ Co Founder of Pagaya Investments
Former UBS investments & wealth management professional, UHNW biz dev having raised hundreds of millions of dollars in assets. Specializes in innovative & sophisticated credit structured products (ABS structures).
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About Pagaya Investments: Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its AI network.
Nigel Kneafsey
CEO & Founder of Options Technology
Nigel Kneafsey is founder and CEO of Options. He first launched Options in 1993 to provide outsourced IT services to the investment banking industry in Europe. Options quickly expanded its client base to traditional and alternative asset management firms, and brokerages. In 2000, Nigel developed and launched of the Options PIPE platform, Options’ global private cloud services platform. Designed to minimise what he viewed as systemic inefficiencies in the financial sector’s IT implementation practices, the Options platform was the first, comprehensive infrastructure-as-a-service platform for financial services firms. Since 2000, Options has expanded into North America and Asia and now provides private cloud services to to over 200 firms globally.
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About Options Technology: Options is a global leader in financial technology managed services and IT infrastructure products.
Sebastián Ceria
Founder, CEO of Axioma
Sebastian Ceria is Chief Executive Officer of Qontigo. He previously served as the CEO of Axioma, which he founded and led since 1998. Before that, Sebastian was an Associate Professor of Decision, Risk and Operations at Columbia Business School. He has worked extensively in robust optimization and its application to portfolio management, authoring many articles in industry and academic publications. He is a recipient of the Career Award for Operations Research from the National Science Foundation and is a member of the National Academy of Engineering. Sebastian holds a PhD in Operations Research from Carnegie Mellon University’s Tepper School of Business, and a degree in Applied Math from the University of Buenos Aires, Argentina.
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About Axioma, Qontigo: Axioma provides enterprise risk management, portfolio management, and regulatory reporting solutions to financial institutions worldwide.
Jes Staley
Group Chief Executive Officer of Barclays
Jes has nearly four decades of extensive experience in banking and financial services. He worked for more than 30 years at JPMorgan Chase, initially training as a commercial banker, and later advancing to the leadership of major businesses involving Equities, Private Banking and Asset Management, and ultimately heading the company’s global Investment Bank. Most recently, Jes served as Managing Partner at BlueMountain Capital. Jes holds a BA in Economics from Bowdoin College.
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About Barclays: Barclays is a global financial services company that provides various financial products and services worldwide.
Ali Javid
founder and CEO of Wrapbook
Ali Javid is the founder and CEO of Wrapbook.
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About Wrapbook: Wrapbook provides digital profiles that facilitate onboarding, paying and insuring project workforces compliantly.
Jonathan Z. Cohen
Chief Executive Officer, President and a Director of Acres Commercial Realty
Jonathan Z. Cohen has been Chief Executive Officer of Resource America, Inc. since 2004, President since 2003, and a Director since 2002. Previous roles include Chief Operating Officer from 2002 to 2004, Executive Vice President from 2001 to 2003 and Senior Vice President from 1999 to 2001. He is also the Chief Executive Officer, President and a Director of Resource Capital Corp. (NYSE: RSO) since its formation in 2005. He has been Executive Chairman of the Board of Directors of Atlas Energy, L.P. (NYSE: ATLS) since February 2011. Jonathan served as Vice Chairman of the Board of Directors for Atlas Pipeline Holdings, L.P. from January 2006 until February 2011 and has served as Chairman of the Executive Committee of the Board of Directors since 2006. Jonathan was Vice Chairman of the Board of Directors of Atlas Energy, Inc. from September 2000 until February 2011 and Chairman of the Board of the Executive Committee of Atlas Energy, Inc. from October 2009 until February 2011. Jonathan is a trustee of the American School of Classical Studies in Athens and a Director of Lincoln Center Theater. Jonathan received his Bachelor of Arts degree from the University of Pennsylvania in 1992. He also received a Juris Doctor from American University School of Law.
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About Acres Commercial Realty, Resource America: Acres Commercial Realty is a REIT that offers transitional commercial real estate loans and commercial real estate credit investments.
Ryan Williams
Co-Founder & CEO of Cadre
Ryan Williams is the Co-founder and Chief Executive Officer at Cadre.
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About Cadre: Cadre is an online marketplace that connects investors and operators of real estate.
Mark F. O’Neil
Chairman, President and Chief Executive Officer of Dealertrack
Mark F. O’Neil is Chief Operating Officer of Cox Automotive, a position he has held since March 2016. Previously he served as Chief Executive Officer of Dealertrack, a position he had held since May 2005. From August 2001 to May 2005, he was Chief Executive Officer and President of Dealertrack. O’Neil began his career at Intel Corporation, where he first developed his knowledge of the technology industry. He subsequently worked for McKinsey & Co. before moving to the automotive industry in the late 1980s, where he was President of Ertley MotorWorld, a dealer group based in Pennsylvania. O’Neil went on to co-found and lead the development and rollout of CarMax, Inc. He was President and Chief Operating Officer of Greenlight.com, an online automotive sales website, from June 2000 through January 2001. He currently serves as a Director of DealerTire LLC, a privately held company. O’Neil holds a B.S. in Industrial Engineering from Worcester Polytechnic Institute and an MBA from Harvard Business School.
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About Dealertrack: DealerTrack is a provider of on-demand software for the automotive industry in the United States.
Jennifer Campbell
Co-Founder & CEO of Tagomi
Jennifer Campbell is the Co-Founder and CEO at Tagomi.
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About Tagomi: Tagomi is a cryptocurrency trading platform that provides access to priced liquidity, low commissions, and maximized client return.
Herbert Allen
President & CEO of Allen & Company
Herbert Allen has been director of The Coca-Cola Company since 1982. Allen is President, Chief Executive Officer and a Director of Allen & Company Incorporated, a privately held investment firm, and has held these positions for more than the past five years. He previously served as a Director of Convera Corporation from 2000 to 2010.
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About Allen & Company: Allen & Company is a private investment and advisory firm.
Neal Desai
CEO of Kafene
Neal Desai is the founder and CEO of Kafene, a fintech that is a one-stop-shop point-of-sale payment partner and underwriting technology platform that helps merchants offer flexible lease-to-own (LTO) purchase options for prime and nonprime consumers, helping retailers satisfy demand for furniture, appliances, electronics, tires and other goods.
Kafene utilizes more than 20,000 data inputs in tandem with best-in-class artificial intelligence and machine learning technologies to underwrite, approve, and enable payment in a near-instantaneous manner, while creating a best-in-class customer experience.
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About Kafene: Kafene is a mission driven startup with the goal of empowering flexible ownership.
Govind Srivastava
CEO of Soleil Capitale
Presently, the group CEO and based out of New York, USA. He has experience in Africa, Europe and Russia and many former USSR countries. He has been responsible for joint ventures and raising funds worldwide. He has carried out privatization of Companies, negotiated bilateral or multi-lateral national agreements, introduced products in international markets and worked with multi culture environment and early in life was with big ten. He has Chartered Accountancy, CPA, Law and B.Sc. in Chemistry qualifications.
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About Soleil Capitale: Soleil Capitale is the firm believer and originator of the group slogan that “Trust is the Cornerstone of Every Relationship.”
Sallie Krawcheck
Co-Founder & Chief Executive Officer of Ellevest
Sallie Krawcheck’s professional mission is to help women reach their financial and professional goals (or, put more bluntly, to get more money into the hands of women), thus enabling them to live better lives and unleashing a positive ripple effect for our families, our communities and our economy. To that end, she is the C.E.O. and Co-Founder of Ellevest, a digital-first, mission-driven investment platform for women. Ellevest is one of the fastest-growing digital investment platforms, named No. 24 on CNBC’s top 50 Disruptor list, No. 14 on LinkedIn’s 50 Most Sought-After Startups (and No. 2 in New York), and one of Entrepreneur magazine’s Top 100 Brilliant Ideas. Krawcheck is also Chair of the Ellevate Network, a 135 thousand-strong global professional women’s network; she is Chair of the Pax Ellevate Global Women’s Leadership Fund, a fund that invests in the top-rated companies for advancing women; and she is the best-selling author of “Own It: The Power of Women at Work.” Before launching Ellevest, Krawcheck built a successful career on Wall Street. She was the C.E.O. of Merrill Lynch, Smith Barney, US Trust, the Citi Private Bank, and Sanford C. Bernstein. She was also C.F.O. for Citigroup. Prior to that, Krawcheck was a top-ranked research analyst covering the securities industry.
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About Ellevate Network, Ellevest, TIME’S UP: Ellevest provides an engaging investing experience to help women meet their financial goals in life.
Kewsong Lee
Co-Chief Executive Officer of The Carlyle Group
Kewsong Lee is based in New York, joined Warburg Pincus in 1992 and leads the firm’s investments in the consumer, industrial and services sectors. He also helps drive the firm’s financial services investments and capital markets activities. Mr. Lee is a member of the firm’s executive management group. Previously, Mr. Lee was a consultant with McKinsey & Company. He is currently a director of Aeolus Re, Aramark, Arch Capital Group, Consolidated Precision Products, MBIA, The Neiman Marcus Group and Total Safety. Mr. Lee serves on the board of Lincoln Center Theater, where he is a member of the executive committee, and also is a trustee of Choate Rosemary Hall. Mr. Lee received an A.B. in applied mathematics in economics from Harvard College and an M.B.A. from Harvard Business School.
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About RenaissanceRe Holdings, The Carlyle Group, TradeCard: The Carlyle Group is a global private equity firm that caters to early and later stage companies.
Michael Oved
CEO, Co-Founder of Fluidity
Michael Oved is the CEO and Co-Founder at Fluidity and a Co-Founder at AirSwap.
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About AirSwap, Fluidity: Fluidity bridges traditional finance to decentralized infrastructure.
David Snider
Founder & CEO of Harness Wealth
David Snider is the Founder & CEO of Harness Wealth, an early stage consumer fintech company with a mission of helping people reach their best financial future. The business will provide a unified data platform for people to manage their wealth and connect with a highly curated set of top advisors to manage their financial well-being. David incubated Harness Wealth as an executive-in-residence at Bain Capital Ventures. Previously he served as COO & CFO of Compass, a real estate tech company that he helped grow from pre-launch to a valuation of $1.8 billion. David was an investor at Bain Capital private equity, where he completed investments worth over $2 billion as well as the IPO of Sensata on the NYSE. He is the author of Money Makers: Inside the New World of Finance and Business published by Macmillan. David received an M.B.A. from Harvard Business School and a B.A. from Duke University.
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About Harness Wealth: Harness Wealth provides the next generation of builders confidence in their best financial future.
Chris Bridges
CEO & Co-Founder of VITAL CARD
Co-Founder of VITAL CARD.VITAL is the world’s first social credit card that offers unlimited cash back rewards when you use it and share it. The more you share, the more you earn!
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About Grays Peak Capital LP, VITAL CARD: VITAL is the credit card that pays you to share and spend responsibly.
Greg Schvey
CEO of Axoni
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About Axoni: Axoni offers blockchain infrastructure, distributed application development, and workflow automation tools.
Dickson Nsofor
Co-Founder & CEO of Korapay
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About Kora Network, Korapay: Korapay offers a payment engine that enables local and global businesses to send and accept payments.
Ray Youssef
CEO & Co-Founder of Paxful
Ray is the co-founder and CEO of Paxful, the peer-to-peer global finance platform with over seven million users. Ray and his co-founder Artur started Paxful in 2015 to help everyone gain financial freedom through equal access to finance. Ray started out as an entrepreneur in 2001, when he founded a successful ringtone business and then had a series of start-ups before setting up Paxful. At Paxful, Ray is CEO and looks after growth, marketing, customer service and operations. Ray also founded the Built With Bitcoin Foundation that uses Bitcoin to create opportunity and thriving communities by providing access to clean water, quality education, and healthy food and a healthy environment via sustainable farming.
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About Paxful: The global peer-to-peer platform building a financial system for the 100%— one Bitcoin at a time.
Aaron Schumm
Founder & CEO of Vestwell
Aaron is the founder & CEO of Vestwell, a digital platform that has re-imaged and redesigned the retirement solutions available to financial advisors, companies, and employees. The firm has created a completely new, independent 401(k) & 403(b) offering, that removes the barriers to saving as an employee in America, while always looking out for the best interests of employees, their employers and financial advisors serving them. Prior to founding Vestwell, Aaron co-founded FolioDynamix, a wealth management and advisory services company powering $800 billion in assets for over 100,000 advisors. At FolioDynamix, Aaron oversaw the strategy, revenue, marketing, customers, and product. FolioDynamix was sold to Actua, (NASDAQ: ACTA) in 2014. Before FolioDynamix, Aaron was a vice president at Citigroup where helped advance the Asset Manager Solutions global strategy efforts. Other past positions include the head of WealthSolutions products at BISYS (now part of Citigroup) and product manager at CheckFree Investment Services (now part of Fiserv) overseeing and the Unified Managed Account (UMA) platform. Outside of Vestwell, Schumm on the board of directors at Chalice Wealth Partners, as well as an advisory board member at Quovo, a financial services data science & performance analytics provider to advisors, Vestorly, an AI financial content marketing platform, and WorthFM, a women-focused financial advice and investment management platform. Aaron was named to the 40 under 40 Class of 2017 by Crain’s InvestmentNews. He holds a B.S. degree in finance from the University of Illinois, Urbana-Champaign and an M.B.A. degree from Duke University, The Fuqua School of Business.
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About Vestwell: Vestwell provides underlying infrastructure to power workplace retirement plans.
Satya Pemmaraju
CEO, Founder of Droit
Prior to co-founding Droit, Satya was a Managing Director of FICC Trading at UBS. Post 2008, he was instrumental in helping create UBS’s funding desk focused on aggregating, managing and optimizing secured and unsecured derivatives funding risk across FICC trading. Satya has held various cross-asset derivatives trading roles including structured/contingent repo, Latam derivatives and structured notes. Prior to trading, Satya was a fixed income derivatives quant building pricing and risk management systems. Satya has a Ph.D. in Mathematics from Northwestern University and a B.S. from MIT.
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About Droit: The Operating System for Regulation
Jason Gross
Co-Founder and CEO of Petal
Jason is the CEO and co-founder of Petal, a tech-enabled credit card company on a mission to make credit honest, simple, and accessible. Prior to founding Petal, Jason worked with a number of high-growth technology companies in fintech, advertising and ecommerce. Jason has a J.D. from Harvard Law School and a B.A. from the University of Florida.
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About Petal: Petal is a financial technology company on a mission to make credit honest, simple, and accessible.
Alexander Tsigutkin
CEO of AxiomSL
Alexander Tsigutkin is the Chief Executive Officer of Axiom Software Laboratories (AxiomSL), a firm he founded in 1991. Mr. Tsigutkin designed the original framework and foundation for developing enterprise-wide risk management, regulatory reporting and data management solutions. Additionally, he invented and patented a dynamic approach to manage data for risk management and regulatory reporting applications. Prior to founding AxiomSL, Mr. Tsigutkin was an independent consultant to top tier international banks and financial institutions, advising senior management in the areas of banking operations and database engineering. As an expert in regulatory reporting and risk management, Alex is a frequent speaker at technology and financial industry forums worldwide, addressing topics such as dealing with changes in regulatory and risk management space, achieving transparency across enterprise, financial control, data warehousing and bank regulatory issues. Mr. Tsigutkin received his Bachelor of Science degree from Yeshiva University and a Master of Science degree in information technology and business from the Polytechnic Institute of New York University.
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About Axiom Software, AxiomSL: AxiomSL is a data management platform for regulatory and risk reporting, liquidity, capital and credit, operations, trade, and transactions.
Caitlin Long
Co-Founder & CEO of Avanti Financial Group
Caitlin Long is chairman and president of Symbiont, the market-leading smart contracts platform for institutional uses of distributed ledger technology. Caitlin previously spent 22 years on Wall Street in senior roles, working for Morgan Stanley (2007-2016), Credit Suisse (1997-2007) and Salomon Brothers (1994-1997). During her career she started and ran three new businesses, was a top-ranked equity research analyst for the life insurance sector, and worked directly for the co-CEOs on a business restructuring in Zurich. Caitlin has been active in bitcoin since 2012 and blockchains since 2014, and she served on Morgan Stanley’s internal blockchain working group in 2014-16. MarketsMedia awarded Caitlin its 2016 Women in Finance Award for Excellence in Blockchain, and Institutional Investor named Caitlin to its list of the most influential people in pensions during her final 3 years on Wall Street. She is a graduate of Harvard Law School (JD, 1994), the Kennedy School of Government (MPP, 1994) and the University of Wyoming (BA, 1990).
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About Avanti Financial Group: Avanti Financial Group is an operator of a crypto-asset banking company used to focus on providing regulated services for digital assets.
Daniel Glaser
President, Chief Executive Officer & Director of Marsh & McLennan Companies
Daniel S. Glaser, age 53, is President and Chief Executive Officer of Marsh & McLennan Companies. Prior to assuming this role in January 2013, Mr. Glaser served as Group President and Chief Operating Officer of Marsh & McLennan Companies from April 2011 through December 2012, with strategic and operational oversight of both the Risk and Insurance Services and the Consulting segments of the Company. Mr. Glaser rejoined Marsh in December 2007 as Chairman and Chief Executive Officer of Marsh Inc. after serving in senior positions in commercial insurance and insurance brokerage in the United States, Europe, and the Middle East.
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About Marsh & McLennan Companies: Marsh & McLennan Companies is a global professional services firm providing advice and solutions in the areas of risk.
Ramzi Musallam
CEO of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Carmine Di Sibio
CEO of Ernst & Young
Carmine is responsible for global business performance, day-to-day operations of the organization and executing a global strategy in the market. In his role, he brings together geographies, service lines and markets functions to provide exceptional service to our clients. Carmine is Senior Advisory Partner for many of our largest financial services clients.
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About Ernst & Young: Ernst & Young is a provider of assurance, tax, transaction and advisory services.
Rajinder P. Singh
Chief Executive Officer of BankUnited
Raj Singh assumed leadership of BankUnited’s Mortgage Banking and Corporate Development areas in May 2009. In this role, he oversees BankUnited’s mortgage banking activities, corporate strategy, and is the primary liaison with the FDIC’s loss sharing division. Mr. Singh has several years of experience in mergers and acquisitions, including the acquisition of BankUnited, Capital One’s acquisition of North Fork Bank and Bank of America’s acquisition of FleetBoston. Before joining BankUnited, Mr. Singh was managing director of Invesco’s WL Ross & Co., a private equity firm with more than $8 billion under management, where he led the firm’s financial services practice. Earlier in his career, Mr. Singh was executive vice president of Capital One Bank, where he managed product marketing and non-branch channels. Prior to that, he was the head of corporate strategy and development for North Fork Bank. Before North Fork, Mr. Singh spent nine years at FleetBoston.
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About BankUnited: BankUnited, Inc. (BKU) is a bank holding company with three wholly owned subsidiaries:
John A. Kanas
President & CEO of BankUnited
John Kanas was named chairman, president and chief executive officer of BankUnited in May 2009. Mr. Kanas led a group of investors in the purchase of the bank in a history-making transaction. Prior to joining BankUnited, Mr. Kanas was chairman, president and CEO of North Fork Bancorporation, the sixteenth-largest bank holding company in the United States. He held this position from 1977, when he was appointed at the age of 29, until North Fork’s acquisition by Capital One in December 2006. Mr. Kanas led the company in its initial public offering in 1982 to its membership on the NYSE and inclusion in the S&P 500 Index. During his tenure, the company completed 15 bank acquisitions and distinguished itself as one of the most profitable and efficient banking companies in the country.
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About BankUnited: BankUnited, Inc. (BKU) is a bank holding company with three wholly owned subsidiaries:
William Heyn
CEO of trade.io
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About trade.io: trade.io’s mission is to democratize the financial markets through the world’s first ever blockchain-based trading platform.
Hossein Azari
Founder, CEO of cmorq
My mission is to contribute to leveling the financial playing field. This involves developing financial management tools and novel products for establishing and maintaining ownership for consumers. I have been contributing to this space since 2015. Currently, I am Founder and CEO of cmorq. I was a Senior Research Scientist at Google Research where I initiated and led multiple projects in collaboration with product teams such as Ad-Exchange. I was also a co-founder at Clarity Money (Acquired by Goldman Sachs), building a trusted financial advocate. I have a PhD in Computer Science (EconCS group) from Harvard University, advised by Professor David Parkes, and a Siebel Scholar, Class of 2014. I have an MBA from Columbia University (2016), MA in Statistics from Harvard University (2012) and BS in Electrical Engineering from Sharif University of Technology.
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About cmorq: cmorq organizes blockchain data into standard products that empower institutions and individuals.
David Hannes
CEO & Founder of Loved
Founder at Loved.
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About Loved: Loved is the platform that empowers kids to save, invest and learn guided by family & friends
Robert Fauber
President & Chief Executive Officer of Moody’s Investors Service
Mr. Fauber became President – Moody’s Investors Service effective, June 1, 2016. He served as Senior Vice President—Corporate & Commercial Development of Moody’s Corporation from April 2014 to May 31, 2016 and was Head of the MIS Commercial Group from January 2013 to May 31, 2016. From April 2009 through April 2014, he served as Senior Vice President – Corporate Development of Moody’s Corporation. Mr. Fauber served as Vice President-Corporate Development from September 2005 to April 2009. Prior to joining Moody’s, Mr. Fauber served in several roles at Citigroup and its investment banking subsidiary Salomon Smith Barney from 1999 to 2005. From 1992-1996, Mr. Fauber worked at NationsBank (now Bank of America) in the middle market commercial banking group.
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About Moody’s Investors Service: Moody’s Investors Service is a bond credit rating business that provides research, credit rating, and financial risk analysis services.
Jay Bregman
Founder and CEO of Thimble
Jay Bregman is the Founder & CEO of Thimble.
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About Thimble: Thimble is an insurance producer enabling small businesses to succeed on their own terms.
Philipp Von Girsewald
CEO of Deposit Solutions
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About Deposit Solutions: Deposit Solutions is provider of the open banking platform for deposits connecting banks and depositors.
Nico Simko
Chief Executive Officer and Co-Founder of Clair
Nico is Clair’s Chief Executive Officer and one of its Co-Founders. He manages the company’s overall strategic direction and its relationships with its shareholders and customers. Prior to co-founding Clair, he was at J.P. Morgan, leading the M&A due diligence process on a broad range of payments companies for the firm’s Wholesale Payments division. He managed M&A, investment and partnerships due diligence on 10+ payments FinTechs worth over $25 billion. Originally from Switzerland and Argentina, Nico holds a B.A in Economics from Harvard University.
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About Clair: Clair is a mission-driven digital banking platform that is breaking the paycheck-to-paycheck cycle by offering flexible on-demand pay to America’s workforce.
Clayton Gardner
Co-CEO & Co-Founder of Titan
Prior to co-founding Titan, Clayton was an analyst at a NY-based fundamental long/short equity hedge fund, where he led consumer technology investing. Previously he was an investor at Farallon Capital Management and Cerberus Capital Management investing in public and private companies. Clayton graduated summa cum laude from The Jerome Fisher Program in Management & Technology at the University of Pennsylvania in 2012. Clayton earned a BAS in Computer Science and a BS in Economics with concentrations in Finance and Statistics and a minor in Mathematics. Originally from Chicago, he is most passionate about investing and software.
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About Titan: Titan is an operating system for active investment management, powering investment products, and experiences for retail investors.
Suna Said
Founder and CEO of Nima Capital
Suna Said is the Founder and CEO of Nima Capital, a single family office with a flexible mandate to invest across various capital structures, growth stages, and industries. With significant experience and talent in global investment management and social impact, Suna brings her expertise along with an extensive network of investment partners, industry leaders, and world-class entrepreneurs as co-investors, advisors, and drivers of success. Suna spends most of her time on Nima Capital’s Blockchain vertical. She also founded the Suna Said Foundation, which works to support girls throughout the world through Blockchain technology applications. Prior to founding Nima, Suna was an Executive Director and Investment Officer of Unifund, Inc., a multi-billion dollar international investment firm. Suna is an active member of numerous charitable organizations and educational institutions, and was a speaker at the 2015 Milken Institute Global Conference. She currently serves on the Board of Directors of Girls Inc., a national organization that inspires all girls to be strong, smart, and bold through direct service and advocacy, and was a 2015 Women of Achievement honoree for uniquely inspiring girls to set goals and achieve their full potential. Suna also serves on the board of directors of the Chopra Foundation, a 501(c)(3) organization dedicated to improving health and well-being, cultivating spiritual knowledge, expanding consciousness, and promoting world peace, as well as Pure Edge, Inc., a nonprofit dedicated to bringing scholars success through focus and mindfulness. Suna was previously a board member of the Harlem Village Academies, where she was honored for creating the Mindfulness program for K-12. Suna is on the Board of Trustees for the Woodrow Wilson National Fellowship Foundation, where she initiated the National Scholarship Program for Muslim Women, and has endowed the Maslin Scholarship Fund at Columbia Business School. Suna holds an undergraduate degree from the University of California, Los Angeles and an MBA from Columbia Business School. She lives in New York City with her husband and two children.
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About Nima Capital: Nima Capital is a single-family office global approach to identifying first mover companies disrupting large industries around the world.
Jarrod Yuster
Chairman, Founder and Co-CEO of Pico
Jarrod has over 20 years of experience in institutional trading. Prior to founding Pico, Jarrod served as Global Head of Electronic Trading at Merrill Lynch, where he oversaw the business from its inception and was responsible for sales, trading, risk, execution service, product development and quantitative analytics for these products worldwide. Before his work on Wall Street, Jarrod served as a product engineer, performing semiconductor research at Intel.
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About Pico: Pico is a provider of technology services for the global financial markets community.
Doug Scott
CEO & Co-founder of Ethic
Doug Scott is the CEO and co-founder at Ethic.
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About Ethic: Ethic operates as a tech-driven asset manager that powers the creation of investment portfolios.
Aaron Shapiro
Founder and CEO of Dayforward
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About Dayforward: Dayforward is a provider of a life insurance platform designed to bring financial security to families.
Everett Cook
Co-Founder / CEO of Rho Business Banking
Everett Cook is a Co-Founder at Rho Business Banking.
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About Rho Business Banking: Rho Business Banking is a digital banking platform for startups and high-growth companies.
Amit Baid
Founder and CEO of TradeFin
Amit Baid is the founder and CEO at TradeFin. Prior to joining TradeFin, Amit spent one year at Neuberger Berman as a managing director and Sr. analyst.
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About Coupa Software, MoEngage, TradeFin: TradeFin is a supply chain finance platform and e-invoicing platform for suppliers and corporations.
Patrick Burns
CEO and Co-Founder of Spruce Holdings
Patrick Burns is a Co-Founder at Spruce Holdings.
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About Spruce Holdings: Spruce Holdings aims to improve title insurance assessment and issuance to reduce the time needed to close a real estate deal.
Edrizio De La Cruz
Co-Founder & Co-CEO of Arcus
Edrizio De La Cruz is Founder at Regalii.
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About Arcus: Arcus is a payments-as-a-service platform, fueling smarter, faster, integrated, and more accessible financial services.
Nathaniel Harley
Co-founder & CEO of Mantl
Nathaniel Harley is the Chief Executive Officer and Co-Founder of Mantl.
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About Mantl: Mantl is a banking technology company that provides workflow management and automation tools for banks and credit unions.
Phillip Michals
Executive Chairman/CEO of Alliance Global Partners
Phillip Michals is the Executive Chairman/CEO at Alliance Global Partners, and is responsible for assisting with developing and executing the A.G.P. overall business goals.
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About Alliance Global Partners: Alliance Global Partners is a national investment firm whose broker-dealer affiliation has been a member of FINRA.
Ram Ahluwalia
Co-Founder & CEO of PeerIQ
CEO at PeerIQ.
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About PeerIQ, Winged Foot Capital: PeerIQ is a data and risk analytics firm that helps institutions analyze, access and manage risk in the alternative lending sector.
Chief Executive Officer, Intellect SEEC of Intellect Design Arena
Pranav is the CEO of Intellect SEEC. He brings deep Insurance industry experience. Having been a very senior executive with QBE Insurance Group with exposure to Insurance markets across Australia, Asia Pacific and USA, he was responsible for Strategy, Technology and Operations for QBE. A recognized thought leader in the Insurance industry, he is widely consulted by our clients on both technology and operational matters across the globe. Pranav has also been a member of the Board of Austral Mercantile Collections and served on the Australian Advisory Committee of ACORD. Prior to QBE, Pranav worked across the Asia Pacific region with consulting firms such as Booz Allen Hamilton and A.T.Kearney, primarily on matters of corporate strategy and operational improvement in the Telecom sector. Pranav has a Bachelors Degree in Electronics Engineering and an MBA.
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About Intellect Design Arena: Intellect Design Arena Ltd, is a global leader in Financial Technology for Banking, Insurance and other Financial Services.
Jarred Kessler
CEO & Co-Founder of EasyKnock
Jarred Kessler is the CEO and Co-Founder of EasyKnock, and former Global Head of Equities at Cantor Fitzgerald & Co., a New York-based financial services firm. He previously held positions at Credit Suisse, Morgan Stanley, and Goldman Sachs. Jarred is the propelling force behind the name that’s changing the future of real estate. Having worked on Wall Street for years, Jarred saw the fundamental issues preventing Americans from accessing the money they need. He decided he was going to do something about that. With over fifteen years of experience in technology and business strategy and development, Jarred has developed the first institutionalized sale-leaseback platform to help homeowners across the country.
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About EasyKnock, Forbes Real Estate Council: EasyKnock provides sale-leaseback solutions that help homeowners to convert their home equity to cash.
R. Adam Smith
Founder & CEO of Family Office Private Advisors
Founder at Family Office Private Advisors. R. Adam Smith, combines his twenty years of experience in venture capital and private equity with a lifelong passion for unique brands. Adam held principal roles at leading private equity firms based in New York City, Caxton-Iseman Capital LLC and Castle Harlan, Inc., each with over $2 billion in managed equity capital, as well as tenures at Lehman Brothers and Salomon Brothers Inc. In 2002, he founded Circle Peak Capital (CPC), a private investment partnership. In 2010, he formed investment company Design Holdings Co LLC (DHC) to invest in a leading online global source for unique vintage furniture, antiques, art, jewelry, fashion and design. Adam graduated from the Graduate School of Business at Columbia University with an MBA with honors and from Boston University cum laude with a BA in International Relations and Economics. He is an active alumnus of Columbia Business School, a founding board member of Columbia’s Private Equity Advisory Board, and a founder of the Investment Management Conference. He is a member of hedge fund advisory company, Stride Capital. Involved in @ 20 principal investments since 1998 with over $300 million of private capital and over $2B in sales. Board member of, or Board advisor to, ten private companies. Philanthropic and non-profit ventures involving cancer, education, music, and world peace. He is one of the founders of the Friends of Leukemia Fighters, an oncology non-profit associated with the Weill Medical College of Cornell University and New York Presbyterian Hospital of New York City; chairman, Inaugural Piece for Peace Concert of the Tanenbaum Center in New York City; mentor to the Founders Institute.
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About Big Sky Partners LLC, Circle Peak Capital, Family Office Private Advisors, Leukemia Fighters: Family Office Private Advisors is an advisory and merchant-banking resource that focuses on private equity portfolios.
Ronnie Mateo
Chief Executive Officer of Trumid
Ronnie is the Founder and Chief Executive Officer of Trumid. He has 20 years of experience in the credit market. Prior to Trumid, he started and ran the credit group of inter-dealer broker Trinity Brokers. He was an MD at Salomon Brothers/Citibank for 12 years where he traded corporate bonds and CDS, Emerging Markets, and CDX indices. He started Trumid in 2014 to make credit trading easier for all market participants. Away from Trumid, Ronnie is passionate about his family and coaching. He has a B.S. with honors from Cornell University and played for Cornell’s football team.
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About Trumid: Trumid is a financial technology company bringing efficiency to credit trading through data, technology, and innovative products.
Yaakov James Zar
Co-Founder and CEO of Lev
Yaakov Zar is the Co-Founder and CEO of Lev.
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About Dispatch, Lev: Lev is a commercial mortgage marketplace.
Alex Maffeo
Founder and CEO of Boost
Alex Maffeo is the CEO & Founder of Boost Insurance.
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About Boost: Boost enables innovators to build, offer, and deliver insurance products to their customers.
Rafael Pereira
CEO & Co-founder of Rebel
I am a tech entrepreneur with many years of expertise in building companies from the ground up across a variety of industry. Having learned how to program C at age 11, I still code to the day as a hobby (mostly burning the midnight oil) and my main areas of expertise are business development and product. However, I’ve found that my passion is to build amazing teams, which in turn create great companies. I now invest most of my time on listening to my teams and trying to figure out how I can best contribute with my experience and skill sets to their success. (worst case scenario they can at least learn from my mistakes…)
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About Open Co (Brazil), Rebel: Alternative Online Lending, FinTech, online credit, Personal financial management
Christopher F. Schellhorn
CEO & Chairman – Retired of Confirmation
With over 30 years experience managing technology businesses, Chris brings a solid background to lead this business in the rapidly changing regulatory environment created by Sarbanes Oxley. Chris has lead the organization from start-up to its position as the world’s leading provider of electronic confirmations. Prior to working with Capital Confirmation, Chris was the Managing Director of Integrion Financial Network, the online banking platform owned by eighteen of the world’s largest banks, IBM, and VISA International. Prior to Integrion, Chris was the President and CEO of VISA Interactive, VISA International’s wholly-owned online banking and bill payment subsidiary. Chris has extensive experience in commercial banking, online banking and bill payment, and managing technology businesses. Chris is a retired Naval Officer and was an assistant professor at the University of Rochester’s College of Arts and Sciences. Chris completed his MBA at The Simon School of Business at the University of Rochester and received an AB in Economics from the College of the Holy Cross.
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About Confirmation: Confirmation is the leading digital platform and global network for confirming financial data.
Matt Rodak
Founder & Chief Executive Officer of Fund That Flip
Matt is the Founder and CEO of Fund That Flip, a venture-backed real estate investment marketplace specializing in short-term loans for residential real estate rehabbers. As an active real estate investor, Matt became frustrated with the inefficiencies and lack of transparency offered by traditional rehab lenders. Fund That Flip’s technology provides ease-of-use, speed and transparency to professional real estate rehabbers. For accredited and institutional investors the platform automates sourcing, underwriting and loan origination, providing unprecedented access to this desirable asset class. Prior to founding Fund That Flip, Matt led sales and marketing for a $950M commercial property risk management firm. Matt earned a finance degree from John Carroll University and is a Chartered Property Underwriter.
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About Fund That Flip: Fund That Flip provides fast, convenient, and affordable capital for experienced real estate investors.
Mazy Dar
CEO & Co-Founder of OpenFin
Mazy Dar is CEO and Co-Founder of OpenFin. He is responsible for setting the overall direction and product strategy of the company. Prior to OpenFin, Mazy was VP of CDS Strategy at IntercontinentalExchange (ICE) where he was responsible for ICE’s CDS strategy and managed the company’s CDS e-trading and processing platforms. He also led ICE’s launch of CDS central clearing for buy-side market participants. Before ICE, Mazy served as Chief Strategy Officer of Creditex which was backed by JPMorgan, Deutsche Bank and TA Associates and acquired by ICE in 2008. He joined the firm in 2000, prior to the company’s launch, and was a key architect of Creditex’s innovative products and services. Earlier, Mazy worked in information technology at UBS. He attended Cornell University where he earned a Bachelor’s degree in Computer Science and French Literature.
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About OpenFin: OpenFin enables financial desktops with the same app distribution, security, and interoperability capabilities as iOS and Android.
Jacob Shoihet
CEO of Marco
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About Antler, Marco: Marco provides a tech-enabled financing platform designed for small and medium-sized businesses.
Thomas A. Rizk
Co-Founder, Chairman, and Chief Executive Officer of Rizk Ventures
Thomas A. Rizk has three decades of experience building diverse companies, managing a variety of investments, and investing in special opportunities. He currently serves as CEO and Chairmen of Rizk Ventures, a private investment firm. Mr. Rizk previous experience includes founding TractManager Inc. where he serves as Chairman and CEO until April 2013 and CEO and Director of Mack-Cali Realty Corporation. He led Cali Associates through its highly successful initial public offering as Cali Realty Corporation, a real estate investment trust (REIT) traded on the NYSE.
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About Rizk Ventures, Workspace Property Trust: Rizk Ventures is a privately-held investment firm. We focus on Venture Capital, Private Equity, Real Estate and Special Opportunities.
Christopher Bogart
Founder&CEO of Burford Capital
Previously, Mr. Bogart held numerous senior executive positions with Time Warner. As Executive Vice President & General Counsel of Time Warner Inc., he managed one of the largest legal functions in the world, with more than 350 lawyers. He also served as Chief Executive Officer of Time Warner Cable Ventures and one of four senior executives operating Time Warner Cable, with $9 billion in revenue and 30,000 employees, and as Chief Executive Officer of Time Warner Entertainment Ventures. At Time Warner, Mr. Bogart played a significant role in major transactions and litigation matters including the $350 billion America Online merger; the acquisition of Turner Broadcasting, including CNN and other media properties; antitrust litigation with News Corporation; the attempted acquisition of EMI Music; a joint venture with Microsoft and Compaq; a constitutional challenge to the federal Cable Act; and a $550 million litigation matter involving the Six Flags theme park chain. Mr. Bogart was the gold medalist and graduated with distinction from the Faculty of Law of the University of Western Ontario, and served as a law clerk to the Chief Justice of Ontario. He began his professional career as an investment banker with what is now JPMorgan Chase.
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About Burford Capital: Burford Capital operates as a finance and professional services company.
Dave Weisberger
Co-Founder & CEO of CoinRoutes
David Weisberger, CEO of CoinRoutes Inc has over 30 years of experience in market structure, quantitative finance, and trading automation. David Weisberger started his career in technology, where he built the first program trading system for Morgan Stanley before moving to the sales and trading business. He subsequently started the non-dollar program trading desk for Salomon Brothers, was the global architect of the firm’s equity trading platform where he designed their first trading algorithm and quantitatively managed central risk book before becoming responsible for the statistical arbitrage trading business. He later ran their smart order routing business before joining Two Sigma to develop their wholesale market making business, which he ran for several years. Most recently, David Weisberger joined ViableMkts to provide consulting services and co-founded CoinRoutes to provide Smart Order Routing and Consolidated market data for Crypto-Asset trading.
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About CoinRoutes: CoinRoutes is a crypto trading software provider.
Jacqueline Novogratz
Founder & CEO of Acumen
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About Acumen: Acumen is a non-profit venture fund that uses entrepreneurial approaches to solve the problems of global poverty.
David Lighton
Founder & CEO of SendFriend
David Lighton is a CO-Founder of Lithium Finance.
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About Lithium Finance, SendFriend, Yale University: SendFriend leverages the blockchain to make remittance transactions less expensive, faster, and more secure.
Marten S Hoekstra
Chief Executive Officer of Emerging Global Advisors
Marten Hoekstra joined Emerging Global Advisors in 2011. Prior to joining EGA, he was CEO of UBS Wealth Management Americas and a member of the Group Executive Board. Mr. Hoekstra worked 26 years at UBS, including a predecessor firm, PaineWebber. He held various management roles in Zurich and the United States on the executive committee of the firm’s Global Wealth Management & Business Banking unit, including Deputy CEO. He became a member of UBS’ Group Managing Board in July 2002 while serving as Head of Market Strategy and Development for UBS’ wealth management businesses outside of North America. Mr. Hoekstra is a prior Director of the Securities Industry and Financial Markets Association and a graduate of the University of North Dakota as well as the Kellogg School of Management at Northwestern University.
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About Emerging Global Advisors: Emerging Global Advisors is a provider of strategic beta emerging market portfolios.
Will Sealy
Co-Founder & CEO of Summer
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About Summer: Summer is a next-generation student loan management and repayment platform helping users unlock thousands of dollars in loan savings
