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 United States based President operating in the Asset Management 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.
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.
Veronica Fereance
Vice President, Management Company Controller of Insight Partners
Veronica joined Insight in 2011. Prior to joining Insight, Veronica was a senior accountant at Eton Park Capital Management, LP, focused on the accounting and valuation of their emerging markets private equity vehicles. Before joining Eton Park, Veronica was a senior accountant at Perry Capital, LLC. Her responsibilities there included the asset management and accounting of each investment in their real estate portfolio. Veronica began her career in 2004 as an Auditor and Consultant at Ernst & Young, LLP in the Financial Services Division, where she provided assurance and business advisory services for hedge funds, private equity funds, and banking and capital markets clients. Veronica has a BS in Accounting from Fordham University and is a Certified Public Accountant in the State of New York.
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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.
Barrie Markowitz
Executive Vice President, Marketing COE of Insight Partners
Barrie Markowitz joined Insight in 2019 as Executive Vice President on the Insight Onsite team. Barrie works with portfolio companies on accelerating growth through marketing performance and talent management. Prior to Insight, Barrie founded bmark & others, a marketing consultancy specializing in high growth, recurring revenue businesses. Prior to founding bmark & others, Barrie was the Chief Marketing Officer for Unirush, a pre-paid card company owned by The Carlyle Group. Barrie was responsible for acquisition, customer engagement, customer retention, public relations, social community, corporate social responsibility, and advocacy. Prior to RushCard, Barrie was Vice President of Marketing for Audible, an Amazon company. Barrie also spent seven years at the United States Tennis Association as the Managing Director of Membership. Prior to the USTA, Barrie spent 14 years at American Express where she managed customer acquisition, customer retention, new product development, and partner relationships for marquis consumer products such as the Platinum Card, Centurion Card, Costco Cobrand Card, Delta Skymiles Credit Card, and the Membership Rewards Program. Barrie holds a Bachelor of Arts from the University of Pennsylvania and an MBA from the NYU Stern School of Business.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Helen Hua
Vice President, Talent COE of Insight Partners
Helen joined Insight in 2017 to lead executive networking, best practices and other executive talent initiatives across the Insight portfolio. Prior, Helen was a Principal at True Search, an international executive search firm. At True, she led and drove executive searches across scaling venture and private-equity backed technology companies. Helen started her career at the U.S. Security and Exchange Commission’s office of Enforcement in their Office of Market Intelligence in Washington, D.C. She graduated with honors from Smith College, with dual degrees in American Studies and Government. Helen is a food enthusiast, always searching for the best restaurants, food stands and farmers markets in New York and the Bay Area.
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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.
Travis Kassay
Executive Vice President, Sales COE of Insight Partners
Travis joined Insight in 2019 as an EVP on the Insight Onsite team. Travis partners with portfolio company CEOs and their leadership teams to build scalable and effective go-to-market strategies. Leveraging his more than 20 years of experience in sales, inside sales, and sales operations, Travis consults with portfolio companies to address challenges and opportunities that they face in scaling their organizations. Travis also engages in Sales Due Diligence reviews of potential portfolio investments. Prior to joining Insight, Travis developed and led the sales operations and inside sales organization at York Risk Group, an insurance third party administrator. During his tenure at York Risk, they achieved record sales each year and redesigned their sales and go-to-market strategy. Recently York Risk Group was acquired by Sedgwick creating the largest global third party administrator. Travis spent 6 years at ADP in sales operations roles. He led the sales operations and business consulting teams for ADP’s Global Enterprise Sales team which generated more than $300m annually. He also created an organization that optimized the territories and quotas for all of ADP’s 7000 sales reps. He managed the sales business intelligence team and predictive analytics team. Earlier in his career, Travis held various leadership roles in sales operations and finance across Tyco Telecom, Avaya, and American Express. Travis received a BS from the Carroll School of Management at Boston College, and his MBA from NYU’s Stern School of Business. Travis is originally from New Jersey, but now resides in Milton, GA with his wife, son, and daughter.
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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.
Bruce Epstein
Executive Vice President, Engineering of Insight Partners
Bruce Epstein currently works as the Executive Vice President, Engineering for Insight Partner. He previously worked at Industrious as the Director Of Engineering.
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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.
James Wood
Vice President, Pricing Strategy of Insight Partners
James joined Insight in 2019 as a Vice President. He works closely with portfolio companies to drive growth, maximize value capture and optimize their go-to-market approach through pricing and packaging strategy improvements. Prior to joining Insight, James was Head of Pricing at Segment, designing and owning implementation of their packaging and pricing model from Series B through Series D. Before this he was a strategy consultant specializing in pricing and go-to-market strategy at Simon-Kucher and Partners. He worked on 40+ engagements, mostly in software and subscription businesses, for their London and San Francisco offices. James is originally from Bristol, UK, and graduated from the University of Manchester with a BSc in Business Management. In his spare time, James enjoys soccer, concerts, skiing, mountain biking, traveling and spending time with his family back across the pond.
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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.
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.
Bryant Barr
President of SC30 Inc.
Bryant Barr is the President of SC30 Inc., the company responsible for Stephen Curry’s complete off-court business portfolio. Spearheading all brand partnership, media, investment and philanthropic endeavors for the fast-growing entity, Barr also assumes the role of providing overall strategic counsel and identifying promising early stage companies. Prior to SC30 Inc. Bryant founded Slyce, an end-to-end workflow and analytics platform that empowered brands like Red Bull and Under Amour to seamlessly manage the branded content shared and created by the brand’s ambassadors, and previously worked at Nike across multiple finance, strategy and brand management roles. A Maine native currently in the Bay Area, Barr holds a Masters of Business Administration from the Stanford Graduate School of Business, and a bachelor’s degree in Mathematics and Economics from Davidson College.
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About SC30 Inc.: SC30 Inc. is the company responsible for Stephen Curry’s complete off-court business portfolio.
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.
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.
David Wagner
Vice President of JP Morgan Chase
David Wagner is the Vice President at JP Morgan Chase.
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About JP Morgan Chase, Neograft Technologies: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
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.
Bernard Machlovitch
Senior Vice President 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 Murphy
Vice President of Morgan Stanley
Kevin Murphy brings over 20 years of experience as a strategic advisor to healthcare services companies, and has worked with businesses in nearly every segment of the industry. In such areas as Healthcare IT, hospital management, managed care, physician practice management, home health and others, he has completed over $30 billion of mergers and acquisitions and raised more than $5 billion in equity and debt capital. His interests in healthcare began earlier in his career while studying genetics at The Whitehead Institute for Biomedical Research and Cold Spring Harbor Laboratory. He holds a B.S. in Chemistry from MIT and an MBA (beta gamma sigma) from Columbia Business School.
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About Houlihan Lokey, 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.
Adam Aranda
Vice President 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.
Alex Pancoe
Associate Vice President, Financial Advisor, Portfolio Manager 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.
Simon Shen
Vice President of Ares Management
Simon Shen joined Silver Lake in 2012 as an Associate. Previously, he worked as a Generalist at Goldman Sachs in San Francisco, where he focused on the Healthcare space. Mr. Shen graduated with highest honors from the University of California, Berkeley with a B.S. in Business Administration from the Haas School of Business and a B.A. in Economics.
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About Ares Management: Ares Management is a global alternative asset manager focusing on credit, private equity, and real estate.
Michael McFerran
COO, CFO, Treasurer and Executive Vice President. of Ares Management
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About Ares Management: Ares Management is a global alternative asset manager focusing on credit, private equity, and real estate.
Jennifer Lo Chan
Vice President Digital Platforms Marketing of BlackRock
https://www.forbes.com/profile/jennifer-lo-chan/ https://www.forbes.com/sites/alexandrasternlicht/2018/05/19/this-under-30-just-raised-11-million-to-market-a-i-based-presentations/
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About BlackRock: BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.
Joseph Greenbaum
Vice President of BlackRock
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About BlackRock: BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.
Tara Gadgil
Vice President of Thoma Bravo
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About Thoma Bravo: Thoma Bravo is a private equity firm with a focus on investing in software and technology companies.
Jason Wild
Founder, President & Chief Investment Officer of JW Asset Management
Jason Wild is the Founder, President and Chief Investment Officer of JW Asset Management, LLC, the advisor for three investment partnerships. Mr. Wild received his license as a pharmacist in 1997, and subsequently founded JW Asset Management, LLC in 1998. The firm has a strong history of finding opportunities within the specialty pharmaceutical sector. He is a graduate of the Arnold and Marie Schwartz College of Pharmacy where he received a bachelor’s degree in Pharmacy.
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About JW Asset Management: JW Asset Management is a New York-based investment firm that primarily invests within the healthcare sector.
Allen Cashion
Principal ,Vice President of The Carlyle Group
Allen L. Cashion focuses on U.S. real estate opportunities on the West coast and is based in Newport Beach. He joined Carlyle in 1998 and has played a key role in the acquisition, management and disposition of more than six million square feet of the firm’s commercial real estate portfolio throughout the West. Other notable projects Mr. Cashion has been involved with are 180 Montgomery, Central Research Park, 1401 Shoreline, College Park, Dexter Horton, US Bank, The West Coast Portfolio, Gateway Towers, 2800 North Central and Plaza Pacifica, whose combined capitalization with other projects in the Western U.S. exceeds $1 billion. Prior to joining Carlyle, Mr. Cashion was a Vice President at Lennar Partners, and was involved in the company’s Southern California office and retail development projects. Mr. Cashion received his B.S. from the University of Southern California, Los Angeles.
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About The Carlyle Group: The Carlyle Group is a global private equity firm that caters to early and later stage companies.
Ankur Gupta
Senior Vice-President of Brookfield Asset Management
Ankur is a member of the real estate investments team at Brookfield and is based out of New York. He has over 10 years of experience in real estate. Ankur joined Brookfield in 2012 and has been involved in a wide range of real estate investments totaling more than $15 billion. He also oversees Brookfield’s real estate investments in India. Ankur received his MBA with Dean’s Honors from Columbia Business School and holds a B Tech in Chemical Engineering from the Indian Institute of Technology, Bombay.
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About Brookfield Asset Management: Brookfield Asset Management is a Canadian asset management firm focused on property, renewable energy, infrastructure, and private equity.
Jennifer Tyson
Senior Vice President of HappyCo
Jennifer (Llacera) Tyson is the Senior Vice President at HappyCo.
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About HappyCo: HappyCo is taking traditional paper based processes out of the dark ages.
Brandon Overmyer
Vice President of GP Bullhound
Brandon is a Vice President in the Technology & Telecom Group at Capstone Headwaters, working closely with clients to execute and optimize mergers, acquisitions and strategic capital raises. Prior to this, he was an Analyst in technology investment banking at ArchPoint Partners (acquired by Houlihan Lokey), supporting the senior team on middle market domestic and cross-border technology transactions. Brandon has a pronounced fervor and aptitude for technology, finance and law and has worked in varying roles with Apple and LG, as well a number of startups and a civil litigation practice. Brandon holds Baylor University School of Law – JD and a BA from the University of Florida.
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About GP Bullhound: GP Bullhound is a technology advisory and investment firm that provides transaction advice and capital to entrepreneurs and founders.
Eric Crowley
Vice President of GP Bullhound
Eric is a Vice President at GP Bullhound, focusing primarily on M&A, Capital Raises and Advisory transactions. Prior to GP Bullhound, Eric served as an executive at a software start-up where he focused on financial management and driving growth. In addition, Eric worked at Lazard and Antares Capital focusing on middle market transactions, completing over $2 billion of transactions during his time there. In addition to his CPA, Eric has an MBA from the University of Chicago and a B.S. degree from Xavier University.
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About GP Bullhound: GP Bullhound is a technology advisory and investment firm that provides transaction advice and capital to entrepreneurs and founders.
Vidya Subramanian
Vice President – Emerging Technologies of Roambee
An energetic leader and results driven executive with over 15 years of solution delivery experience, Vidya Subramanian is the Vice President of Products and Co-founder of Roambee. He is responsible for product strategy, product delivery, and product management with a singular focus on product-market fit. Prior to Roambee, Vidya was Co-Founder and VP Professional Services at KeyTone Technologies Inc, a RFID technology company focused on providing a technology enabled service for real time asset monitoring through an enterprise scale sensor based platform. KeyTone was successfully acquired by Global Asset Tracking UK Ltd. He has also held influential and leadership roles at Plexus Technologies Inc., KPMG Consulting, Unisys, and PriceWaterhouseCoopers (PwC). Vidya holds a Masters in Computer Science from Temple University and dual Bachelors degrees in Computer Science and Economics from Calvin College, Michigan.
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About Roambee: Better Supply Chain Visibility & Intelligence
Eric Meltzer
Senior Vice President & Chief Technology Officer of Waddell & Reed
Mr. Meltzer serves as a member of the firm’s Executive Leadership team and leads the technology teams dedicated to leveraging technology as a strategic asset across the organization, overseeing areas including enterprise technology architecture and infrastructure, cybersecurity, application development, and data integration, and service delivery management. Prior to joining Waddell & Reed Financial, he served as Chief Technology and Operations Officer at OppenheimerFunds, where he led a team of nearly 1,000 people and oversaw multiple functions, including technology, operations and cybersecurity. His prior experience also includes serving as Chief Technology Officer at Putnam Investments, where he led a 300-person team and oversaw the creation and execution of a technology strategy that enhanced applications, infrastructure, and telecommunications. Earlier in his career, he worked at a number of Wall Street firms, including Deutsche Bank and Kidder Peabody & Co. Mr. Meltzer received a Bachelor’s degree in Systems Engineering from Boston University and earned an MS in Operations Research from George Washington University.
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About Waddell & Reed: Waddell & Reed is an asset management and financial planning firm.
Sayeed Sanaullah
First Vice President, Strategy & Analytics of Wells Fargo Advisors
Sayeed serves as Vice President of Strategy & Analytics for Wells Fargo Advisors which is the financial advice and brokerage business of Wells Fargo. In this role, he leads strategic efforts around 1) growing the business (measured by revenue, client assets and profit) and 2) managing risks (ensure Financial Advisors act in the best interests of client, review Financial Advisor investment portfolio credit risk, reduce any legal and settlement costs). He has 13 years of leadership experience in financial services, banking, and technology industries in various functions of strategy, finance, M&A, marketing, sales, software products development, and technology promotion. He has increased profitability, generated growth, managed risk and led cultural change on multiple occasions. Prior to joining Wells Fargo, he managed $6 million annual revenue product component for IBM as a Technology Consulting and Strategic Planning Manager. He has been a speaker at multiple IBM conferences. He has published 2 technical articles and filed a patent/disclosure. He also serves as a board member and committed leader for multiple non-profit organizations (~ $100 million total annual budget) in the Greater St. Louis Area (Illinois and Missouri). He is a Wharton Fellow at University of Pennsylvania – The Wharton School. He earned a master of business administration degree in finance and strategy from Washington University in Saint Louis. He also holds a bachelor of technology degree in mechanical engineering with minor in economics from Indian Institute of Technology Kanpur.
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About Wells Fargo Advisors: Wells Fargo Advisors provide advice and guidance to help maximize all elements of your financial life, whenever and however you need it.
John Auble
Vice President, Marketing Program Manager, Digital Strategies of Wells Fargo Advisors
John is Vice President, Marketing Program Manager on Wells Fargo Advisors Financial Advisor (FA) Marketing Team. John Auble is an executive-level manager with more than 25 years of experience creating, implementing and tracking marketing, advertising and communications programs with increasing responsibilities in branding and digital strategy. He is currently a marketing program manager on the FA Marketing Team within Wells Fargo Advisors and has 21 years of FA marketing experience.
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About Wells Fargo Advisors: Wells Fargo Advisors provide advice and guidance to help maximize all elements of your financial life, whenever and however you need it.
Noel Fernandez
Vice President of Wellington Management
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About Wellington Management: Wellington Management focuses on investment management by applying its full resources to meet the needs of institutional clients they serve.
Dick Anderson
Partner/President of HPI Real Estate Services & Investments
Prior to forming HPI in 1992, Dick spent five years at Trammell Crow Company in Austin, Texas. Dick joined Trammell Crow as an intern and within one year he was promoted to marketing representative. Crow promoted Dick to marketing director of its industrial division before his departure in 1992. Dick is an active member of the Austin community.
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About HPI Real Estate Services & Investments: HPI Real Estate Services & Investments is the largest and most established full-service commercial real estate company in Central Texas.
Cynthia Powell
President / Partner of HPI Real Estate Services & Investments
Cynthia brings HPI her experience and expertise in business management and finance. Prior to joining HPI, Cynthia worked for over 8 years at Dell, Inc. in various departments and financial roles. She served as a Senior Consultant in Investor Relations, a Finance Manager for Technical Support ($200M budget), and Corporate Forecasting roles ($22B budget). Cynthia also previously worked in public accounting, and served as the Office Manager for Gallery of Homes Real Estate in Austin, overseeing accounting and business operations for their real estate sales, leasing, management, and maintenance businesses.
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About HPI Real Estate Services & Investments: HPI Real Estate Services & Investments is the largest and most established full-service commercial real estate company in Central Texas.
Jim Norman
President, HPI Residential of HPI Real Estate Services & Investments
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About HPI Real Estate Services & Investments: HPI Real Estate Services & Investments is the largest and most established full-service commercial real estate company in Central Texas.
Dan Houston
President and CEO of Principal Financial Group
Dan Houston is the President and CEO at Principal Financial Group.
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About Principal Financial Group, Principal Financial Group: Principal Financial Group provides retirement savings, investment, and insurance products and services worldwide.
Gregory Elming
Senior Vice President and Chief Risk Officer of Principal Financial Group
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About Principal Financial Group: Principal Financial Group provides retirement savings, investment, and insurance products and services worldwide.
Barry Clarkson
President and chief executive officer of Equis Financial
President and CEO at Equis Financial
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About Equis Financial: Equis Financial operates as a capital equipment lessor and asset management organization.
Henley Smith
Senior Vice President of Vanderbilt Avenue Asset Management
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About Vanderbilt Avenue Asset Management: The primary objective of VAAM’s investment processis to provide above Avg returns, which over time lead to cumulative superior returns.
Michel Khalaf
President of MetLife
Michel Khalaf is president of MetLife, Inc.’s EMEA (Europe, the Middle East and Africa) region and a member of the company’s executive group. He was appointed to this position in November 2011. Prior to assuming his current position, Khalaf was executive vice president and chief executive officer of MetLife’s Middle East, Africa and South Asia (MEASA) region. Khalaf is a graduate of Syracuse University with a B.S. in engineering and an M.B.A. in finance. He is a fellow of the Life Management Institute (FLMI).
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About MetLife: MetLife is a provider of insurance, employee benefits, and financial services .
Esther Lee
Executive Vice President & Chief Marketing Officer of MetLife
Esther Lee is MetLife’s Global Chief Marketing Officer and is a member of the company’s executive team. Lee joined MetLife in 2015 and is responsible for managing all aspects of global marketing, the global brand and the customer journey. Lee and her team lead a strategic, customer-focused marketing practice across the globe that drives business growth. Prior to joining MetLife, Lee was Senior Vice President for Brand, Marketing, Advertising and Sponsorships at AT&T. In that role, she oversaw global brand marketing, advertising, media and sponsorship, as well as the integration of brand leadership into the company’s business strategies. Through the ongoing rollout of the company’s “Rethink Possible” brand platform, Lee led the strategy to create awareness of AT&T’s commitment to innovation to allow people to do more, explore more, and live more expansively. Before joining AT&T, Lee served as Chief Executive Officer of North America and President of Global Brands for Euro RSCG Worldwide, where her work focused on transforming the company’s creativity and vision for long-term growth. Prior to that, she served for five years as Global Chief Creative Officer for The Coca-Cola Company, where she drove creative strategy, the development of integrated campaigns for the company’s global brands, and the operating models to support these efforts. Most notably, she drove the creation, development and launch of the “Coke Side of Life” global campaign—the foundation for today’s “Open Happiness” campaign. Other previous tenures include several leadership positions at advertising agencies from large global networks to small entrepreneurial hot shops, including DiNoto Lee, the shop she co-founded. She worked with many of the world’s top marketing companies, including Procter & Gamble, Unilever, Nestle, Citibank, CNN and IKEA. Lee’s contributions to the industry have been recognized with leadership awards from AWNY, AAF, NAAAP, Asian Women in Business, and the Asia Brand Congress for her achievements in the field of business and brand building. In 2012, Lee was named to the “Power Players” category of the Advertising Age list of “100 Most Influential Women,” and the Advertising Club of New York honored her as an “Advertising Person of the Year.” Lee is a regular speaker at conferences and events, including The ANA Annual Conference, The Cannes Lions International Advertising Festival, Ad Age Digital Conference, C2MTL, Hatch, Festival of Media, Ibero-American Advertising Festival and the Asia Brand Congress. She also serves as a board member of the Clorox Company. Lee is a graduate of Cornell University, an avid skier and kick-boxer, and a burgeoning equestrian, art collector and Formula One fan.
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About MetLife: MetLife is a provider of insurance, employee benefits, and financial services .
Frans Hijkoop
Executive Vice President & Chief Human Resources Officer of MetLife
Frans Hijkoop is executive vice president and chief human resources officer for MetLife, Inc., a leading global insurance and employee benefits company with 65,000 associates. He is responsible for managing MetLife’s global human resources strategy. His key focus areas include the global transformation of the company, talent management and succession planning, executive compensation and organizational effectiveness. Before joining MetLife in 2011, Hijkoop held a number of human resources leadership roles at PepsiCo, including as chief human resources officer for all of PepsiCo’s global markets outside of the U.S. From 2004 to 2007, he served as chief human resources officer and as an executive committee member at Lloyds TSB in London. Hijkoop also worked at PepsiCo earlier in his career and held a variety of human resources leadership positions in Europe and the U.S., including as senior vice president of human resources responsible for the integration of PepsiCo’s acquisition of Quaker Oats in 2001. He also worked for Mobil and Unilever in the early stages of his international career. Hijkoop serves as a member of the board of directors of the MetLife Foundation. He is also active in several professional HR organizations and is a member of the Global Human Resources Council of the Conference Board and the HR Policy Association. Hijkoop also serves on the board of Sesame Workshop, the nonprofit educational organization behind Sesame Street. Hijkoop earned an M.A. degree cum laude, from Utrecht University in the Netherlands.
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About MetLife: MetLife is a provider of insurance, employee benefits, and financial services .
Steven J. Goulart
Executive Vice President & Chief Investment Officer of MetLife
Steven J. Goulart is executive vice president and chief investment officer of MetLife, Inc. Named to this position in May 2011, Mr. Goulart oversees MetLife’s $466 billion general account portfolio and more than 800 investment and support professionals around the world. In 2012, he led the development and launch of MetLife Investment Management, MetLife’s institutional asset management business. Prior to becoming CIO, Mr. Goulart served as senior managing director and head of MetLife’s portfolio management unit since January 2011. He joined MetLife in 2006 to head the company’s mergers & acquisitions unit, and in 2009 was also named treasurer. In these roles, he was responsible for the strategic management of MetLife’s financial resources, including capital planning and financings, risk-based capital management, liquidity and cash management, international treasury and mergers and acquisitions. In these key finance positions, Mr. Goulart oversaw the completion of capital financings exceeding $21 billion and more than fifteen strategic transactions, including MetLife’s successful $16.4 billion acquisition of Alico and the innovative tax-free split-off of MetLife’s majority stake in Reinsurance Group of America, Incorporated. Prior to joining MetLife, Mr. Goulart was a senior managing director in Bear Stearns’ financial institutions group. Prior to joining Bear Stearns in 2001, he was managing director in Morgan Stanley’s global insurance group, where he co-led U.S. client coverage of the industry. Prior to joining Morgan Stanley in 1998, Mr. Goulart was managing director in the financial institutions group at Merrill Lynch, where he had been since 1984, beginning in the fixed income division. Over the course of his career, Mr. Goulart has led or participated in many transactions in the financial services industry, including insurance company demutualizations, mergers and acquisitions, equity and debt offerings and initial public offerings. Mr. Goulart received a B.S. in business administration from the University of Pacific, where he was elected to the Pacific Athletic Hall of Fame and served as a member of the board of regents for nine years. He earned his M.B.A. from Harvard Business School. He also served on the board of trustees of CASA of Morris and Sussex Counties, Inc., for four years.
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About MetLife: MetLife is a provider of insurance, employee benefits, and financial services .
Peter Chiang
Vice President, Global Digital Strategy and Transformation of MetLife
Peter Chiang is the Vice President of Global Digital Strategy and Transformation at MetLife. In this role, Peter oversees major enterprise programs focused on leveraging technology, data, analytics and innovation to transform the way MetLife does business across its global portfolio. Additionally, Peter plays a leadership role in setting and managing the enterprise MetLife digital strategy and vision. Prior to joining MetLife, Peter spent over 10 years as a leader in A.T. Kearney’s Global Financial Services Practice. Over the course of his consulting career, Peter led over 30 client engagements for insurers and banks, advising on such topics as Digital Transformations, Innovative Business Models, and Large-Scale Operational Improvement Programs. Additionally, Peter has taken sabbaticals from his career to work on various pro-bono projects, including advisory services to help stand up a real-estate investment fund in China. Peter graduated from University of Michigan – Ann Arbor with dual degrees in Economics and Chinese History.
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About MetLife: MetLife is a provider of insurance, employee benefits, and financial services .
Maria R Morris
Executive Vice President of Employee Benefits of MetLife
Maria R. Morris, executive vice president, MetLife Inc., is a member of MetLife’s Executive Group and leads the Global Employee Benefits and Global Relationship Management organizations. In this role, Morris is focused on doubling the company’s Group Life, Health, Pensions and Credit businesses outside of the United States over the next few years. Morris is responsible for expanding MetLife’s employee benefits business in 40+ countries, and broadening relationships and fueling growth across the globe via partnerships with multinational corporations as well as through distribution relationships with financial institutions. Morris holds a B.A., magna cum laude, from Franklin and Marshall College, where she was elected to Phi Beta Kappa.
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About MetLife: MetLife is a provider of insurance, employee benefits, and financial services .
Martin Lippert
Executive Vice President of Technology & Operations of MetLife
Martin Lippert is executive vice president and head of global technology and operations for MetLife, Inc. He was named to this position in September 2011. In this role, he also oversees global customer call centers and global support services, including global real estate, global corporate security, and global innovation. Prior to joining MetLife, Lippert served as chief operations and technology officer for Citigroup, where he drove change across a new, centralized global technology and operations division. In this role, he was responsible for a global organization with over 150,000 employees and a budget in excess of $21 billion encompassing technology infrastructure, application development, business operations, real estate, procurement and shared services. While at Citi, he repositioned the division to leverage strengths from one geography to another, which helped drive efficiency and lift product capability during one of the industry’s most challenging times. Lippert holds a bachelor’s degree from the University of Pittsburgh.
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About MetLife: MetLife is a provider of insurance, employee benefits, and financial services .
Steven A Kandarian
Chairman, President, Chief Executive Officer & VP CIO of MetLife
Steven A. Kandarian is chairman of the board, president and chief executive officer of MetLife, Inc. (NYSE: MET), a leading provider of insurance, annuities and employee benefit programs to approximately 100 million customers in nearly 50 markets around the world. He became president and CEO on May 1, 2011 and chairman of the board of directors on January 1, 2012. For 2015, MetLife had nearly $70 billion in revenue. The company ranked 40th on the most recent FORTUNE 500®. Kandarian joined MetLife in April 2005 as executive vice president and chief investment officer (CIO). From 2007 to 2012, he also led MetLife’s enterprise-wide strategy, which identified key areas of focus for the company. His direction contributed to MetLife’s global expansion and led to significant cost savings as well as efforts to address the insurance needs of the underserved U.S. middle market. Kandarian earned his B.A. from Clark University, J.D. from Georgetown University Law Center, and M.B.A. from Harvard Business School.
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About MetLife: MetLife is a provider of insurance, employee benefits, and financial services .
John C. R. Hele
Executive Vice President & Chief Financial Officer of MetLife
John Hele is executive vice president & chief financial officer for MetLife, Inc. and a member of the company’s executive group. Appointed to this position in September 2012, Hele oversees all financial management matters for MetLife, including financial reporting, treasury, corporate actuarial, tax, investor relations as well as mergers and acquisitions. Prior to joining MetLife, Hele was executive vice president, chief financial officer and treasurer of Arch Capital Group Ltd., a public limited liability company that writes insurance and reinsurance globally through operations in Bermuda, the United States, Europe and Canada. Prior to joining Arch Capital in 2009, Hele was chief financial officer and a member of the executive board of ING Group N.V., one of the largest global financial services companies. As CFO, Hele was based in Amsterdam and had responsibility for a financial function on five continents. He was also responsible for financial controls and reporting as well as capital management and tax reporting. During his six-year tenure at ING, Hele was also deputy chief financial officer, general manager, and chief insurance risk officer, responsible for global insurance risk management. Hele also served as group actuary. Hele served as founder, president and chief executive officer of Worldinsure, Bermuda, a technology company that automated life insurance underwriting, from 1999 to 2003. Prior to that, he spent 11 years with Merrill Lynch in investment banking, marketing and finance positions in the U.S. In his last role at Merrill Lynch, Hele was responsible for providing strategic and financing advice to leading life insurance chief executive officers and chief financial officers in North and South America. Before joining Merrill Lynch, Hele held various actuarial, finance and business roles at Crown Life in Toronto. Hele has been a member of the CFO Forum in Europe, the chair of the Chief Risk Officer Forum, and is a Fellow in the Society of Actuaries. He holds a bachelor’s degree in mathematics from the University of Waterloo, Ontario, Canada.
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About MetLife: MetLife is a provider of insurance, employee benefits, and financial services .
Michael Reilly
Vice President of Goldman Sachs Asset Management
Michael Reilly currently works as Vice President at Goldman Sachs Asset Management.
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About Goldman Sachs Asset Management: Goldman Sachs Asset Management provides institutional and individual investors with investment and advisory solutions.
Peter Nolan
President of Nolan Capital
Peter was a Managing Director and Co-Head of DLJ’s Los Angeles Investment Banking Division, which he joined in 1990, and where he worked extensively with LGP, assuming the role of its lead investment banker in 1995. During his time at DLJ, Peter helped to build the Los Angeles investment banking office to the largest regional presence in the nation with over 100 professionals and acted as advisor to entities such as adidas AG, the Government of Mexico, Saatchi & Saatchi PLC, Televisa S.A. and Orion Pictures. Prior to DLJ, Peter had been a First Vice President in corporate finance at Drexel, Burnham, Lambert from 1986 to 1990, a Vice President at Prudential Securities, Inc. from 1982 to 1986 and an Associate at Manufacturers Hanover Trust Company. Peter presently serves on the Board of Directors of Activision, Inc., AerSale Holdings, Inc., Motorsport Aftermarket Group, and The Palms Hotel and Casino. Peter has served on the Board of Directors of Aspen Dental Management, Inc., FTD Group, Inc., Liberty Group Publishing, Inc., Scitor Corporation, VCA Inc., Wavetek Corporation, White Cap Industries, LLC, and the Supervisory Board of Adidas AG. In addition, Peter serves as a trustee of Cornell University and as a member of the Investment Committee for its endowment. He is also a member of the Loyola High School Investment Committee and is a former Eagle Scout. He earned a Bachelor of Science degree in Agricultural Economics and Finance from Cornell University and an M.B.A. from the Johnson Graduate School of Management at Cornell University.
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About Activision Blizzard, Diamond Wipes International, Nolan Capital, Ortega National Parks: Nolan Capital is a real estate and other investments company located in Hermosa Beach.
Roman Regelman
Senior Executive Vice President and Head of Digital of BNY Mellon
Roman Regelman is Senior Executive Vice President and Head of Digital for BNY Mellon, and a member of the company’s Executive Committee. Roman leads strategic planning and execution for the firm’s digital future, driving investment in client and internal digital capabilities, including data management, analytics, artificial intelligence, machine learning and robotics. He is also responsible for the firm’s digital ecosystem, including fintech partnerships. Prior to joining BNY Mellon, he was a Partner and Managing Director of Boston Consulting Group (BCG) where he co-led its Financial Institutions Digital business and led Customer Journey, North American Financial Institutions Operations and Lean Practices. At BCG, he ran numerous financial institution and service company transformations, including end-to-end customer journeys, process digitization, Agile, restructuring technology and operations. Prior to BCG, he worked at Booz and Company, Bain & Company, NerveWire/Wipro, Mitchell Madison Group, One Core, GTE/BBN and Gazeta Distribution.
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About BNY Mellon: BNY Mellon is an investment company that provides investment management, investment services, and wealth management services.
Alex Tinsman
President of NEM
With over two decades of consumer and B2B product marketing experience with top brands in mobile, software, hi-tech, gaming and online services, Alex brings a strong arsenal of skills and strategic counsel to clients ranging from Fortune 500 companies as well as Austin’s own SMBs. Her successes include landing multiple featured placements for her clients in the iOS store, Google Play, and Amazon as well as securing National and local media placements for clients worldwide. Her specialties include: • Moble, Apps, and Games Marketing • Social Media and Digital Marketing • B2B and B2C Project Management • Content Strategy • Business Development & Strategic Partnerships • Go-to-Market Launch & Sustain Planning • Account Relationship Management • Public Relations As a public speaker, she enjoys motivating and teaching strategies on how to successfully navigate mobile marketing, new media and digital marketing. You can find her at times on Linked-In and www.alextinsman.com.
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About Accolades Public Relations, NEM: NEM.io Foundation is dedicated to the ongoing development of NEM blockchain technology.
Ronald J. Lieberman
Executive Vice President, General Counsel & Secretary of NorthStar Realty Finance
Mr. Lieberman has served as Executive Vice President, General Counsel and Secretary of NorthStar Realty Finance Corp. since April 2012, April 2011, and January 2013, respectively. Mr. Lieberman previously served as NorthStar Realty Finance’s Assistant Secretary from April 2011 until January 2013. Mr. Lieberman also serves as Executive Vice President, General Counsel and Secretary of NorthStar Asset Management Group Inc., positions he has held since January 2014 and maintains as a co-employee. Prior to joining NorthStar Realty Finance, Mr. Lieberman was a partner in the Real Estate Capital Markets practice at the law firm of Hunton & Williams LLP. Mr. Lieberman practiced at Hunton & Williams from September 2000 until March 2011 where he advised numerous real estate investment trusts (REITs), including mortgage REITs and specialized in capital markets transactions, mergers and acquisitions, securities law compliance, corporate governance and other board advisory matters. Prior to joining Hunton & Williams, Mr. Lieberman was the associate general counsel at Entrade, Inc., during which time Entrade was a public company listed on the NYSE. Mr. Lieberman began his legal career at Skadden, Arps, Slate, Meagher and Flom LLP. Mr. Lieberman holds a Bachelor of Arts, Master of Business Administration and Juris Doctor, each from the University of Michigan in Ann Arbor, Michigan.
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About NorthStar Realty Finance: NorthStar Realty Finance Corp. is an internally-managed real estate finance company formed in October 2003. Our shares are publicly traded
Daniel D. Raffe
Executive Vice President of NorthStar Realty Finance
Mr. Raffe has been an Executive Vice President of NorthStar Realty Finance Corp. (NorthStar Realty Finance) since April 2006, having previously served as a managing director from November 2005. Mr. Raffe is the Head of Portfolio Management which includes, among other things, the asset management of all of NorthStar Realty Finance’s equity and debt assets. Prior to his current role, he was responsible for running NorthStar Realty Finance’s Real Estate Net Lease Acquisitions business. Mr. Raffe has 27 years of real estate and legal expertise. Mr. Raffe graduated from Indiana University with a degree in Accounting and also received a law degree from Georgetown University.
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About NorthStar Realty Finance: NorthStar Realty Finance Corp. is an internally-managed real estate finance company formed in October 2003. Our shares are publicly traded
Mahesh Veerina
President & CEO of Cloudleaf
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About Cloudleaf: ParkourSC is a logistics and supply chain company that specializes in digital transformation, manufacturing, and pharmaceutical.
Dean Anderson
Senior Vice President, Head of Enterprise Customer Authentication and Protection of Toronto Dominion Bank Group
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About Toronto Dominion Bank Group: Toronto Dominion Bank Group offers a full range of financial products and services.
David Billings
Executive Vice President & General Counsel of Affiliated Managers Group
David M. Billings joined AMG in 2014 as Executive Vice President and General Counsel, responsible for the Company’s legal, regulatory, compliance and corporate governance functions. Prior to joining AMG, Billings was a partner at Akin Gump Strauss Hauer & Feld LLP, where he led the firm’s investment funds practice in London, focusing principally on the representation of private investment funds and their sponsors. Billings serves on the Board of Trustees of the Carter Centre U.K. as well as a number of other educational and non-profit boards. He received a B.A. with high honors from the University of Virginia, where he was elected to Phi Beta Kappa. He received a J.D. from Harvard Law School and was awarded a Rotary Foundation scholarship at the University of Strasbourg.
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About Affiliated Managers Group: Affiliated Managers Group is a asset management company with boutique investment management.
Spencer Clawson
Vice President of Peterson Partners
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About Peterson Partners: Peterson Partners is an independent investment management firm with assets under management across a variety of alternative asset classes
Karen Hamm
Senior Vice President & Chief Administrative Officer of Independent Financial Partners
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About Independent Financial Partners, Independent Financial Partners, Independent Financial Partners: Independent Financial Partners (“IFP”) is a SEC Registered Investment Adviser (RIA) located in Tampa, Florida.
John Murphy
Senior Vice President of Competitive Power Ventures
John has over 25 years of experience managing the successful installation of power plants throughout the United States. John has negotiated 20 turnkey Engineering, Procurement, and Construction Contacts throughout his career. He has successfully installed power plants in all regions of the United States in both union and non-union environments. Additionally, John has installed several facilities throughout Latin America. In 2010 John negotiated the EPC and turbine contracts and oversaw the construction of the 152 MW Keenan wind farm in Woodward, OK. Previous to CPV, as Senior Vice President for Gemma Power Systems, John was responsible for profit and loss on the turnkey installation of 10 power projects ranging in size from a 50 MW peaking facility to a 600 MW combined cycle facility totaling more than 4,000 MW. All of these projects were completed on time, under budget, and went on to operate reliably. Recently, John played a role in the closing of the CPV Sentinel project, and is currently overseeing construction of 165 MW wind farm in Kansas. John has been responsible for installing the prime movers of every major equipment manufacturer, including ABB, Siemens, Westinghouse, and GE, including both aeroderivative and frame machines. Throughout his career, John has been dedicated to the successful completion of EPC power projects, starting out as a mechanical field engineer, and subsequently fulfilling the role of project engineer, construction manager, commissioning manager, project manager, project executive, and EPC contract negotiator. John holds a Bachelor of Science Degree in Mechanical Engineering, from the University of Notre Dame, and a Bachelor of Arts from St. Anselm College.
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About Competitive Power Ventures, Tri-Valley Ventures: Competitive Power Ventures is an electric power generation development and asset management company that creates clean energy supplies.
Aaron Gillum
Senior Vice President of 50 South Capital
Aaron Gillum is a Senior Vice President in the Private Equity Group at 50 South Capital Advisors. He is responsible for sourcing and analyzing venture capital partnership investment opportunities in the U.S. Aaron is also responsible for fundraising activities and portfolio management.
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About 50 South Capital: 50 South Capital a global alternatives firm that provides access to the private equity and hedge fund investment opportunities.
Gary Hales
Senior Vice President Business Development of Apex Group
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About Apex Group: Apex Group is a global financial services provider.
Edward J. Fritsch
President and CEO of Highwoods Properties
Mr. Edward J. Fritsch is President, Chief Executive Officer, Director of Highwoods Properties Inc. Mr. Fritsch has been a director since January 2001. Mr. Fritsch became the chief executive officer in July 2004 and the president in December 2003. Prior to that, Mr. Fritsch was the chief operating officer from January 1998 to July 2004 and was a vice president and secretary from June 1994 to January 1998. Mr. Fritsch joined the predecessor company in 1982 and was a partner of that entity at the time of company’s initial public offering in June 1994. Mr. Fritsch is a director and member of the audit and compensation committees of one other publicly-traded company, National Retail Properties, Inc. (NYSE:NNN), a retail REIT. Mr. Fritsch also serves as a member of the NAREIT board of governors and its executive committee, director and immediate past president of the YMCA of the Triangle, director and member of the audit committee of Capital Associated Industries, Inc., a nonprofit employers’ association, and a member of Wells Fargo Bank’s central region advisory board. Mr. Fritsch is also a member of the boards of the University of North Carolina at Chapel Hill Foundation, the University of North Carolina Kenan-Flagler Business School and the Ravenscroft School and is past chair of the University of North Carolina board of visitors.
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About Highwoods Properties: Highwoods Properties, headquartered in Raleigh, North Carolina,
Bob Wagner
Senior Vice President of Engineering of Warwick Investment Group
Bob Wagner is the Senior Vice President of Engineering at Warwick Energy Group. Wagner also co-heads the engineering department. Bob specializes as an expert in ARIES engineering software and leads Warwick’s reserve engineering, asset management and reserve reporting work. Wagner previously served as the Senior Vice President of Engineering of Quicksilver Resources. Bob earned his degree in Petroleum Engineering from the Colorado School of Mines.
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About Warwick Investment Group: Warwick Investment Group is an investment firm that manages alternative assets. The firm has >$2 billion in managed assets.
Jessica Tompkins
Senior Vice President of Strategic Planning and Development of Warwick Investment Group
Jessica Tompkins is the Vice President of Land for Warwick Energy Group. Tompkins joined Warwick after previously holding various positions from 2004 to 2013 with Chesapeake Energy. Tompkins has also worked for Medina Exploration and Continental Land Resources, LLC. Jessica earned her Certified Professional Landman status from the American Association of Professional Landmen (AAPL) and holds the highest professional certification in land. Tompkins earned a Bachelor of Arts degree from the University of Oklahoma and is an active member of the Oklahoma City Association of Professional Landmen and the AAPL.
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About Warwick Investment Group: Warwick Investment Group is an investment firm that manages alternative assets. The firm has >$2 billion in managed assets.
Andrew Cullen
Senior Vice President of Geology of Warwick Investment Group
Andrew Cullen is the Vice President of Geology for Warwick Energy Group. With over 35 years of industry and academic experience in both petroleum and minerals exploration, Cullen acquired diverse skills in geology, geophysics and geochemistry as a petroleum geoscientist. Prior to joining Warwick, Cullen spent five years at Chesapeake Energy and was their first Senior Advisor coordinating active drilling programs in the Granite Wash, Cleveland and Tonkawa play in the the Anadarko Basin. Cullen earned his BSc and MSc in Volcanology and Petrology from the University of Oregon and PhD in Geology from the University of Oklahoma. Andrew currently holds an adjunct professorship in Petroleum Geology at the University of Oklahoma in the Price College School of Energy Management.
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About Warwick Investment Group: Warwick Investment Group is an investment firm that manages alternative assets. The firm has >$2 billion in managed assets.
Doug Bellis
Senior Vice President of Geology of Warwick Investment Group
Doug Bellis is the Vice President of Geology for Warwick Energy Group. Bellis holds over 30 years of extensive experience in the oil and gas industry from his time with Chesapeake Energy, EOG Resources and BHP Billiton. From 1987 to 1997, Doug was the owner and geologist of Bellis Resources. In this role Bellis discovered and further explored several oil fields in the Mississippian dolomites, Marmaton carbonate mounds and Lansing-Kansas City carbonates. Doug earned his Bachelor’s degree in Geology from the University of Oklahoma.
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About Warwick Investment Group: Warwick Investment Group is an investment firm that manages alternative assets. The firm has >$2 billion in managed assets.
