Senior Vice President, Head of Performance & Client Reporting

Cohen and Steers

As Senior Vice President, Alex Shafran spearheads the firm’s performance and client reporting strategy, championing initiatives that expand service capabilities for internal and external clients, optimize operational efficiency, and advance data governance. A leader in analytics and process transformation, Alex leverages more than 25 years of experience to deliver innovative solutions that enhance client experience and drive organizational excellence. Prior to joining the firm in 2017, Alex held senior roles at AllianceBernstein, where he led post-investment portfolio analytics across all products, supporting client servicing, marketing, risk, and portfolio management. His career also includes contributions to Bernstein’s global portfolio strategy group on the sell-side research team and leadership positions in fixed income operations and wealth management planning. Alex earned an MA from New York University and is based in New York.

Speaking Session:

The Middle Office Mandate: Performance at the Center - Wednesday, May 6, 2026 | 3:30 PM - 4:15 PM

Senior Director, Content

FactSet

Biography coming soon.

Speaking Session:

Powering the AI Economy: Energy Infrastructure, Demand Growth, and the Next Investment Cycle - Tuesday, May 5, 2026 | 2:00 PM - 2:45 PM

Executive Director

Fusion by J.P. Morgan

Biography coming soon.

Speaking Sessions:

The Rise of Whole Portfolio Intelligence - Tuesday, May 5, 2026 | 2:00 PM - 2:45 PM

Flash Session: Data. Intelligence. Delivered - Tuesday, May 5, 2026 | 4:45 PM - 5:00 PM

Director, Specialty Sales

FactSet

Biography coming soon.

Speaking Session:

Navigating Data Complexities in Investment Operations - Wednesday, May 6, 2026 | 3:30 PM - 4:15 PM

Global Head of Investment Risk

Janus Henderson Investors

Ashish Shrivastava is the Global Head of Investment Risk at Janus Henderson Investors, a position he has held since joining the firm in 2025. He is responsible for leading and advising the investment risk teams. Prior to joining the firm, Ashish served as managing director for equities and multi-asset class risk at Lazard Asset Management, where he held various senior roles from 2012 to 2024, including director of emerging markets equities risk. Before Lazard, Ashish was vice president and senior risk manager for equities & alternatives – Americas at Deutsche Asset Management from 2010. Earlier in his career, Ashish was executive director - risk management at Morgan Stanley Investment Management from 2006. Prior to that, he served as director of investment risk & analytics at US Trust Company of New York from 2002 and as assistant vice president in the risk office at Industrial Bank of Japan from 2001 to 2002. Ashish began his career in 1998 as a financial risk management consultant at PwC. Ashish holds a Bachelor of Business Administration in international business from Schiller International University and an MBA in finance from Georgetown University. He has earned the Financial Risk Manager (FRM®) and Chartered Alternative Investment Analyst (CAIA®) designations, as well as the Professional Risk Manager designation. Additionally, he holds the Chartered Financial Analyst designation and has 28 years of financial industry experience.

Speaking Session:

Managing Risk in a Volatile World - Tuesday, May 5, 2026 | 11:15 AM - 12:00 AM

VP, Portfolio Construction

FEG Investment Advisors

Bobby Blue is a Vice President of Portfolio Construction at FEG Investment Advisors. In his role, he contributes to investment strategy and supports disciplined portfolio construction across client mandates across all FEG client portfolios. He develops strategic asset allocation frameworks, sizes tactical tilts, and sources new managers for portfolios. He serves on the firm’s Asset Risk and Allocation Team and is Head Research Liaison, connecting research insights with portfolio decisions. He holds the CFA designation and earned his degree from the University of Cincinnati. He also serves on the board of the CFA Society of Cincinnati.

Speaking Session:

Benchmarking & Performance in a Private Markets World - Wednesday, May 6, 2026 | 11:15 AM - 12:00 PM

Global Head of Industry Specialists, Capital Markets

Amazon Web Services

Brian leads the market development team on the Worldwide Financial Services team at Amazon Web Services (AWS). In this role, he provides support to exchanges, broker dealers, asset managers, hedge funds, and financial data providers in transforming their existing businesses, and launching new solutions on AWS. Brian has more than 25 years of experience developing solutions for capital markets companies. Prior to joining the Capital Markets team at AWS, Brian was the Financial Services category owner for AWS Marketplace where he was responsible for partnering with Independent Software Vendors to expand and scale their businesses commercially within the AWS financial services vertical. Before AWS, Brian held senior leadership positions in product management, strategy, and business development at S&P Global, Capital IQ, and Thomson Financial where he worked closely with customers across investment banking, wealth management, asset management, and electronic trading to support their technology transformations. Brian holds a BA in Economics and MBA in Finance from Fordham University.

Speaking Session:

Breaking Down the Market Data Monolith - Wednesday, May 6, 2026 | 9:00 AM - 10:00 AM

Head of Investment Office

Manulife Wealth

Brittany Bascom is the Head of the Investment Office for Manulife Wealth, leading the development, evolution and ongoing management of our investment solutions, investment management and investment programs. She leads a team focused on quantitative and qualitative research of investment strategies and asset classes, as well as constructing investment model portfolios and a list of recommended products for our advisor base. Additionally, the team leads the managed account programs, including portfolio management and unified managed accounts, and partners with our financial advisors and their teams to understand their unique needs and help advise on portfolio construction and implementing fee-based programs in their business.
Brittany has held prior roles within our global investment product team focused on investment analytics, investment product research and oversight and has been with the company since 2010. She serves as an advisory board member to the Manulife John Hancock Global Women’s Alliance and on Manulife Wealth’s Investment and Product Committees.
She holds a BSM in Management from Tulane University and a MBA with a concentration in Finance from Babson College.

Speaking Session:

Bridging the Divide: How Asset Managers and Wealth Managers are Reimagining Distribution - Tuesday, May 5, 2026 | 1:00 PM - 1:45 PM

Chief Operating Officer

TIFIN Ai

Brooke leads TIFIN on its mission to become the AI operating system for the wealth industry. Over her career, Brooke has held various leadership roles in wealth tech, portfolio management, asset consulting, and client engagement. She has over 25 years of experience leveraging technology to scale impact and grow new businesses.
Prior to joining TIFIN, Brooke spent 16 years at BlackRock, where most recently she was Head of Digital Engagement, and set the vision, commercial strategy, and roadmap for Advisor Center, BlackRock’s digital ecosystem and portfolio toolkit serving 100,000+ wealth advisors in the US.

Speaking Session:

Flash Session: From Insight to Opportunity - Tuesday, May 5, 2026 | 3:15 PM - 3:25 PM

Product Manager – Pricing, Reference, and Exchange Data, Digital & Analytics 

Vanguard

Bryan Vivaldo is the Product Manager responsible for pricing and reference data at Vanguard, supporting clients’ research, trading, and portfolio valuation needs. He recently led the modernization of the firm’s market data infrastructure by transitioning to FactSet’s Market Data as a Service (MDaaS). He is an 18-year Vanguard veteran and has been in his current role since 2020.

Speaking Session:

Breaking Down the Market Data Monolith - Wednesday, May 6, 2026 | 9:00 AM - 10:00 AM

Managing Director, AMG Head of Investment Solutions

PNC Asset Management Group

Caleb D. Croquart is a Managing Director and Head of Investment Infrastructure & Systems at PNC Asset Management Group, where he leads enterprise-wide investment analytics, data management, and reporting capabilities. With more than 20 years of experience at PNC, he has held progressively senior roles across advisory, client management, and investment leadership, developing deep expertise across institutional and private client portfolios. In his current role, Caleb oversees multiple teams responsible for delivering critical investment tools, data platforms, and performance reporting used by advisors, portfolio managers, and executive leadership, while also playing a key role in risk oversight and governance, including board-level reporting on portfolio performance, benchmark alignment, and client retention risks. He is actively involved in strategic initiatives to modernize investment systems and advance analytics capabilities and works closely with CIO leadership to align technology, investment strategy, and client outcomes.

Speaking Session:

Bridging the Divide: How Asset Managers and Wealth Managers are Reimagining Distribution - Tuesday, May 5, 2026 | 1:00 PM - 1:45 PM

Director, Product Management

FactSet

Mr. Chen Sui is a Principal Product Manager for Analytics and Trading Solutions at FactSet. In this role, he is focuses on helping clients adopt long-term investment behavior through the adoption of ideas and practices best suited to long-term investors. He has over 20 years of experience working with analytics clients across the globe and a wide variety of buy-side institutions such as traditional institutional asset managers, asset owners, hedge funds, and wealth management firms. Prior, he spent time in performance, risk, project, and client-servicing teams at Wilshire Associates, JP Morgan, and CQS. Mr. Sui earned a master’s degree in Mathematical Finance from the University of York and is a CFA charterholder.

Speaking Session:

Evolving Toward Whole Portfolio Thinking – The Total Portfolio Approach (TPA) - Tuesday, May 5, 2026 | 10:15 AM - 11:00 AM

Senior Director, Product Management

FactSet

Chris brings 24 years of deep expertise at FactSet, where he currently leads the company's flagship Buy Side Workstation platform and spearheads strategic initiatives shaping the firm's future direction. Through two decades of direct engagement with the buy-side community, Chris has developed an acute understanding of evolving workflow demands and has championed multiple transformative product launches designed to optimize operational efficiency—most notably the Real Time Portfolio Monitoring and Simulation tool, PM Hub.

In his current role, Chris has been instrumental in architecting FactSet's Buy Side AI strategy, leveraging his market insights to identify, evaluate, and activate strategic partnerships that accelerate the company's vision for AI-driven investment workflows.

Speaking Session:

Flash Session: What if Investor Engagement Could Move Faster? - Wednesday, May 6, 2026 | 2:50 PM - 3:00 PM

Director, Asset Owner Sales

FactSet

Biography coming soon.

Speaking Session:

Benchmarking & Performance in a Private Markets World - Wednesday, May 6, 2026 | 11:15 AM - 12:00 PM

From Dashboards to Data Science: The Allocator Tech & AI Stack - Wednesday, May 6, 2026 | 1:00 PM - 1:45 PM

Senior Vice President

UNC Management Company

Chris Mattke is the Chief Financial Officer and Senior Vice President of the Investment Operations and Finance team at UNC Management Company. Prior to joining the UNC Management Company in 2017, Mr. Mattke was Vice President – Finance & Accounting at Harvard Management Company in Boston, MA. Previously, he was a Senior Associate in the financial services audit group at KPMG in both Boston, MA and Minneapolis, MN. Mr. Mattke graduated from the University of St. Thomas with a Bachelor of Science degree in Accounting and received a Master of Business Administration degree from the W.P. Carey School of Business at Arizona State University. Mr. Mattke is a Certified Public Accountant (CPA) and holds a Certificate in Investment Performance Measurement (CIPM®).

Speaking Session:

Benchmarking & Performance in a Private Markets World - Wednesday, May 6, 2026 | 11:15 AM - 12:00 PM

Executive Vice President, Head of Strategic Initiatives and Partnerships

FactSet

Mr. Christopher Ellis is Executive Vice President, Head of Strategic Initiatives and Partnerships at FactSet. In this role, he collaborates on a range of initiatives to help FactSet better address the needs of our clients, most specifically asset managers and asset owners. Mr. Ellis joined FactSet in 1994 in Client Solutions. His career path since then has included successfully defining and expanding the Portfolio Manager Workstation Sales business unit; ultimately becoming its Vice President before assuming the position of Director of Portfolio Analytics. He subsequently led the development team for FactSet’s core workstation. Prior to his current role, he led the business development function at FactSet through a series of successful acquisitions and strategic partnerships. Mr. Ellis is a graduate of Stanford University and a CFA charterholder.

Speaking Sessions:

The Rise of Whole Portfolio Intelligence - Tuesday, May 5, 2026 | 2:00 PM - 2:45 PM

Flash Session: What if Research Could Do More? - Tuesday, May 5, 2026 | 2:50 PM - 3:00 PM

Mastering the Intersection of AI and Data - Thursday, May 7, 2026 | 9:30 AM - 10:15 AM

Head of Data, Digital and Client Solutions

RBC Investor Services

As Head of Data, Digital and Client Solutions, Christine Knott is responsible for driving our strategic priorities, performance goals and business administration agenda, and leads our client-focused approach to delivering solutions.

With a track record of aligning complex financial problems with sophisticated technology solutions, Christine brings extensive experience as a financial services and technology executive. Her leadership and people skills have been demonstrated in managing teams through complex technology transformations with several Fortune 500 companies.

Prior to joining RBC, Christine served as Partner at Citisoft, where she led planning and transformation activities for some of their most significant North American and Global clients. Additionally, she also served as Vice President and Executive Director at CIBC Mellon, managing strategic client solutions and leading the conversions of multiple clients. Prior to that, she led client relationships at BNY Mellon for Fortune 500 clients.

Speaking Session:

The New Allocation Playbook: Public vs. Private in a Changing Market - Thursday, May 7, 2026 | 10:15 AM - 11:00 AM

Global Head of Brand

FactSet

Christina is a seasoned marketing professional with two decades of experience in strategic marketing, brand management, and communications for B2B and B2B2C companies. Christina joined FactSet in 2012 and currently serves as Global Head of Brand where she oversees FactSet’s brand strategy, brand compliance, design, as well as marketing partnerships and brand experiences/events. Before joining FactSet, Christina worked as a Marketing Manager for Private Equity at KPMG and has held different roles on the creative agency side.

Speaking Session:

FOCUS Opening + Welcome Address - Tuesday, May 5, 2026 | 9:00 AM - 10:00 AM 

Principal and Portfolio Manager

Brown Advisory

Colin is a Principal and Portfolio Manager based in Austin, where he oversees balanced portfolios and tailored investment mandates for private clients, endowments, and foundations across the U.S. and in London. Since joining Brown Advisory in 2018, he has played an integral role in both portfolio management and investment research, previously helping lead the firm’s Austin-based research efforts and supporting the implementation of public and private investment strategies across client portfolios. Prior to Brown Advisory, Colin was an Associate at Dimensional Fund Advisors. He holds a BBA in Finance from The University of Texas at Austin and is a Chartered Alternative Investment Analyst (CAIA). Beyond his professional responsibilities, Colin is actively engaged in the community as a Junior Board Member for KIPP Texas, a Chapter Executive for the CAIA Association, and a board advisor for Texas McCombs Investment Advisers, LLC. He also contributes to the academic community as a guest lecturer at the McCombs School of Business at The University of Texas at Austin.

Speaking Session:

Generational Wealth Transfer - Wednesday, May 6, 2026 | 2:00 PM - 2:45 PM

Vice President - Project Development

Pacifico Energy

Biography coming soon.

Speaking Session:

Powering the AI Economy: Energy Infrastructure, Demand Growth, and the Next Investment Cycle - Tuesday, May 5, 2026 | 2:00 PM - 2:45 PM

Founder
Risk Reversal Media
Dan Nathan is the principal of RiskReversal Advisors, founded in 2016, offering consulting services to investment banks, investment advisors, and private companies. Dan is the co-founder of RiskReversal Media and co-host of The RiskReversal Podcast and the MRKT Call.

Dan spent much of his nearly thirty-year career in finance as an equity and options trader, first at hedge funds SAC, Cheyne, and Exis Capital, and within the equity derivatives group of Merrill Lynch.

Dan is a graduate of the University of Pennsylvania. Originally from Syracuse, New York, he lives in New York City with his wife and two daughters.

Speaking Sessions:

Daily Morning Pulse - Tuesday, May 5 - Wednesday, May 6, 2026 | 8:00 AM

Straight to It: Fast Questions, Real Answers - Tuesday, May 5, 2026 | 3:50 PM - 4:20 PM

Daily Morning Pulse - Thursday, May 7, 2026 | 8:30 AM

SVP, Senior Director, Middle Office Product Management
FactSet
Mr. David Mellars is Senior Vice President, Senior Director of Product Management for FactSet’s Institutional Buy Side division. In this role he leads product strategy, development and execution for our Portfolio Analytics, Risk, Performance, Attribution and Reporting products across asset managers, asset owners, insurance companies and hedge funds. Prior to this, he led FactSet’s Core Analytics business, leading product development, strategy, engineering and implementation for our Portfolio Analytics, Fixed Income and Analytics Infrastructure suite of products. David graduated from Washington and Lee University in 2007 and is a CFA charterholder.

Speaking Sessions:

Bridging the Divide: How Asset Managers and Wealth Managers are Reimagining Distribution - Tuesday, May 5, 2026 | 1:00 PM - 1:45 PM

The Rise of Whole Portfolio Intelligence - Tuesday, May 5, 2026 | 2:00 PM - 2:45 PM

Flash Session: Data. Intelligence. Delivered - Tuesday, May 5, 2026 | 4:45 PM - 5:00 PM

Operational Alpha: Rethinking Data Management - Wednesday, May 6, 2026 | 11:15 AM - 12:00 PM

The Middle Office Mandate: Performance at the Center - Wednesday, May 6, 2026 | 3:30 PM - 4:15 PM

The New Allocation Playbook: Public vs. Private in a Changing Market - Thursday, May 7, 2026 | 10:15 AM - 11:00 AM

Vice President, Global Head of Investment Performance Analysis

T. Rowe Price

Diane Robertson is Head of Investment Performance Analysis at T. Rowe Price and a transformative leader driving measurable impact through modern analytics. She leads global teams delivering performance measurement and attribution, partnering across investments, technology, and operations to modernize platforms, strengthen data integrity, and elevate decisionmaking. Diane is recognized for translating complex data into actionable insight, leading change at scale, and building highperforming teams that enable resilient, forwardlooking investment capabilities.

Speaking Session:

Beyond the Dream: Navigation the Journey to Modern Systems - Tuesday, May 5, 2026 | 10:15 AM - 11:00 AM

Co-Founder and Executive Chairman 

F2 Strategy

Doug Fritz is the co-founder and Executive Chairman of F2 Strategy. A veteran wealth management executive and sought-after strategy consultant, Doug leads an all-star team of executives within the largest consultancy focused exclusively on wealth and asset management. F2 supports strategy, execution and marketing services across the ecosystem of investments through advice.

Doug is also an accomplished industry thought-leader, speaker, and judge with American Banker, Financial Times, WM.Com, RIAIntel, InvestmentNews, Family Wealth Report, WealthStack, and Financial Planning. He is also a winner of many top industry awards including, Think Advisor Luminary and Private Asset Management.

Doug sold F2 Strategy to Renovus Capital in 2023 and addition to his board duties, Doug engages in industry think tanks and advises several Private Equity firms on strategic investment and value creation. He and his co-founder wife live in Wilmette, IL with their two boys. Doug is also an avid outdoorsman and competitive sailor.

Speaking Session:

Generational Wealth Transfer - Wednesday, May 6, 2026 | 2:00 PM - 2:45 PM

Award-Winning Writer & Analyst, Co-Host of #1 Business Podcast "Prof G Markets"

Ed Elson is a business writer, analyst, and co-host of the Prof G Markets podcast with Scott Galloway, where they help listeners build financial literacy and security by breaking down the latest news impacting capital markets. Their podcast has topped the US Business charts and earned Elson a “Best Co-Host” honoree award at the 2024 Webby Awards.

Elson is also the host of the First Time Founders podcast, where entrepreneurs and early adopters– from AI superstars to supply-chain innovators–are invited to offer insight on startups through their personal experiences.

Elson’s accolades include contributions to New York Times bestsellers, including The Algebra of Wealth, Adrift, and Siege by Scott Galloway, and serving as a commencement speaker at his alma mater, Princeton University, where he graduated summa cum laude with a degree in Classics. Prior to launching his podcast career, Elson worked as a Research Assistant under journalist Michael Wolff.

Speaking Session:

Featured Speaker - Thursday, May 7, 2026 | 11:00 AM - 12:00 PM

President and Co-Head

Merrill Wealth Management

Eric Schimpf is president and co-head of Merrill Wealth Management, and a member of Bank of America Corporation’s executive management team. In this role, Schimpf, along with co-head Lindsay Hans, oversees more than 25,000 employees who provide investment and wealth management strategies to individuals and businesses across the U.S. With nearly $4 trillion in client balances as of December 31, 2025, Merrill is among the largest businesses of its kind in the world. Its financial advisors consistently rank at or near the top of various annual industry-wide rankings. Schimpf and Hans also oversee Bank of America’s Investment Solutions Group, which includes the Chief Investment Office and a wide range of thought leadership, product and portfolio offerings, and platforms. Schimpf began his career in Merrill Wealth Management as a Financial Advisor in 1994. Prior to his current role, he served in several leadership positions, including division executive for the Pacific Coast Division, co-head of the Enterprise Advisor Development program and division executive for the Southeast Division. Schimpf joined Merrill Wealth Management after being commissioned as an infantry officer in the United States Army, where he also earned qualification as an airborne ranger.

Speaking Session:

The New Architecture of Wealth: AI, Private Markets, and the Future of Advice - Wednesday, May 6, 2026 | 10:00 AM - 10:45 AM

SVP, Senior Investment Advisor

Wilmington Trust

Eric Triplett is a Senior Investment Advisor at Wilmington Trust, where he oversees portfolio construction and asset allocation for high net worth, ultra-high net worth and institutional clients. Prior to joining Wilmington Trust, Eric was portfolio manager and senior investment analyst at Federated Hermes, where he managed several value equity strategies and was responsible for research across the Technology sector. Earlier in his career he was an equity analyst at Mutual of America Capital Management and a sales executive at FactSet Research Systems. Eric holds his MBA from Columbia Business School and a bachelor's degree in finance from University of Scranton. Eric lives in Rochester, NY with his wife and 3 sons.

Speaking Session:

Generational Wealth Transfer - Wednesday, May 6, 2026 | 2:00 PM -2:45 PM

SVP, Regional Sales Director

FactSet

Erin Bascom leads the Northeast and Canada region for FactSet, responsible for driving growth across the firm’s buyside and wealth businesses. A 15-year veteran of the company, she has held multiple leadership roles across sales and strategy, with a track record of building high-performing teams and delivering results in complex, evolving environments. Erin brings a pragmatic leadership style focused on accountability, client impact, and navigating organizational change.

Speaking Sessions:

Adapting to Global Macro Trends: Defense, Space, and AI Infrastructure - Wednesday, May 6, 2026 | 11:15 AM - 12:00 PM

The Next Evolution of Performance Management: Behavioral Analytics for Alpha Creation - Wednesday, May 6, 2026 | 1:00 PM - 1:45 PM

Generational Wealth Transfer - Wednesday, May 6, 2026 | 2:00 PM - 2:45 PM

Chief Revenue Officer

FactSet

Mr. Goran Skoko is Executive Vice President, Chief Revenue Officer at FactSet. In the role, he is responsible for driving revenue growth by managing global sales, client solutions, and marketing. He joined FactSet in 2004 as a Senior Product developer of Real-Time products where he led the successful transformation of FactSet's real-time offering to a global solution capable of addressing the needs of our clients. Mr. Shoko's key accomplishments at FactSet include the integration of multiple standalone products into FactSet workstation, development of the wealth segment strategy, and the acquisition of StreetAccount and Interactive Data Managed Solutions. Prior to that, he spent 16 years in various engineering and product management roles at Thomson Financial. Mr. Skoko earned his B.S. in Physics and Computer Science from Fordham University.

Speaking Session:

FOCUS Opening + Welcome Address - Tuesday, May 5, 2026 | 9:00 AM - 10:00 AM 

Founder
Risk Reversal Media
Guy Adami is an original member of CNBC’s Fast Money. In 2021, Guy co-founded RiskReversal Media, a next generation financial media company. Guy began his career at Drexel Burnham Lambert in 1986. In 1996 he joined Goldman Sachs as their head gold trader at J. Aron. In the spring of 2000, Adami joined the U.S. Equities division of Goldman Sachs in charge of the Industrial / Basic Materials group.

Guy was on the board of the NJ Chapter of The Leukemia & Lymphoma Society for a decade, serving as their co-chairman for five years. In 2015 LLS named him their New Jersey Man of the Year. Guy was on the national board of Big Brothers Big Sisters as well as Invest in Others.

He currently serves on the board of I Have The Right To. In 2022, Guy was inducted into the Tri County Scholarship Fund Hall of Fame for his work in local education. He was inducted into the Croton Harmon High School Hall of Fame in 2010. In August 2012, Guy completed the first ever NYC Ironman as part of a fundraising effort for The Leukemia & Lymphoma Society. Guy is a 1986 graduate of Georgetown University.

Speaking Sessions:

Daily Morning Pulse - Tuesday, May 5 - Wednesday, May 6, 2026 | 8:00 AM

Daily Morning Pulse - Thursday, May 7, 2026 | 8:30 AM

Chief Operating Officer, Commercial & Investment Bank
J.P. Morgan
Guy Halamish is the Chief Operating Officer of the J.P. Morgan’s Commercial and Investment Bank (CIB). He leads Digital & Platform Services, a global organization that brings together technology, operations, AI/ML and CDAO teams across the CIB. In this role, Guy’s is responsible for accelerating the transformation of the CIB, ensuring that businesses, disciplines and resources across the firm are optimally aligned. He is responsible for identifying, developing and delivering platforms and services – inside and outside the bank – that transform the way J.P. Morgan, and its clients, do business. Guy is a long-standing member of the CIB’s Management Committee and also co-leads the firmwide AI for Operations initiative.

Speaking Session:

Building the AI-Driven Enterprise: Lessons from the Front Lines- Tuesday, May 5, 2026 | 4:15 PM - 4:40 PM

Partner, Head of Reporting & BI Solutions, North America
Alpha FMC
Biography coming soon.

Speaking Session:

From Reports to Relationships: The Digital Transformation of Client Reporting - Wednesday, May 6, 2026 | 2:00 PM - 2:45 PM

Strategic Relationship Manager 

FactSet

In her current role as Vice President, Strategic Relationship Manager on the Front Office Solutions team, Jana collaborates with clients across diverse industries to optimize and revolutionize their investment workflows. Jana joined FactSet in 2011 and previously served as a Principal Sales Specialist on the Research Management Solutions team, with prior experience on FactSet's Fixed Income team. Jana earned a Bachelor of Science degree in Finance and Marketing from Loyola University in Chicago.

Speaking Session:

Alpha Reimagined - Tuesday, May 5, 2026 | 10:15 AM - 11:00 AM

Managing Director, Global Head of Data Solutions for Securities Services

Fusion by J.P. Morgan

Jason Mirsky is the Head of Data Solutions for Securities Services at J.P. Morgan and is responsible for the Fusion data and analytics product line. He joined the firm in 2022 as the head of analytics and reporting in the data solutions product line responsible for businesses in performance, compliance, ESG, climate, exposure analysis and ex-ante risk analytics. 

Prior to joining J.P. Morgan, Jason spent 23 years at MSCI / RiskMetrics in various roles most recently running Enterprise Risk and Performance. In those 23 years, he worked in technology, implementation, sales and sales management, product, and corporate strategy. He started new business lines and helped grow the company from startup to IPO on the NYSE and then subsequently after the acquisition with MSCI from small-cap to large cap. Prior to MSCI, Jason was a programmer performing computational neuroscience research at the Yale University School of Medicine.

Jason holds a Bachelor of Science in Biology from Yale University and a Master of Science in Computation from the University of Oxford.

Speaking Session:

The Rise of Whole Portfolio Intelligence - Tuesday, May 5, 2026 | 2:00 PM - 2:45 PM

Quantitative and Risk Analytics Specialist 

FactSet

Jayden is a Quantitative and Risk Analytics Specialist working with FactSet clients across the Eastern US. He focuses on building out alpha signals for security selection, constructing risk-efficient portfolios through optimization routines, and evaluating the output against the risk models baked into FactSet's Portfolio Analysis. Prior to joining FactSet, Jayden graduated from New York University with a bachelor's degree in finance and worked for an alternative data startup.

Speaking Session:

Signals to Systems - Tuesday, May 5, 2026 | 1:00 PM - 1:45 PM

Chief Marketing Officer

FactSet

Biography coming soon.

Speaking Session:

Featured Session - Thursday, May 7, 2026 | 11:00 AM - 12:00 PM

Director

Meradia

Jeremy Welch leads FactSet FPS implementations for Meradia, working jointly with FactSet and clients to ensure not only the successful implementation of FPS, but also the readiness and alignment of the surrounding client ecosystem.

Prior to joining Meradia, Jeremy spent 15 years with BNP Paribas Securities Services, where he led teams across Performance, Data, Fund Accounting, and Hedge Fund Services. Through this work, Jeremy developed a deep understanding of investment operations and the technology that underpins them allowing him to help clients navigate their transformations.

Speaking Session:

Mission Critical: The Importance of the Performance Function - Wednesday, May 6, 2026 | 1:00 PM - 1:45 PM

President

Elementum Capital Group

Jim Ulseth, CFA, CAIA, has been working in the ultra-high net worth Family Office space for two decades. As Chief Investment Officer for Elementum Capital, Jim leads the deployment of their Investment Platform and works directly with clients to manage their unique portfolio objectives. Jim earned a Master of Business Administration from The University of Chicago Booth School of Business, and his undergraduate degree in Finance from the University of South Florida. Additionally, he holds the Chartered Financial Analyst (CFA) designation as well as the Chartered Alternative Investment Analyst (CAIA) designation. Jim serves on the board of Directors for the CFA Society of Miami.

Speaking Session:

Evolving Toward Whole Portfolio Thinking – The Total Portfolio Approach (TPA) - Tuesday, May 5, 2026 | 10:15 AM - 11:00 AM

Vice President, Principal Sales Specialist 

FactSet

Mr. Joe Correia is Vice President and Principal Sales Specialist for Middle Office Solutions on the East Coast at FactSet. He began his career at FactSet immediately after graduating, spending 2.5 years in consulting before moving into a specialist role, where he has continued to support clients with innovative solutions.

Joe holds a Bachelor’s degree in Business and Management and a Master of Science in Quantitative Finance and Risk Analytics from Rensselaer Polytechnic Institute (RPI).

Speaking Session

Holistic Portfolio Intelligence - Wednesday, May 6, 2026 | 1:00 PM - 1:45 PM

Chief Data Officer 

FactSet

Mr. John Costigan is Chief Data Officer at FactSet. In this role, he defines FactSet’s enterprise-wide Data Strategy and leads Data Development from planning through delivery. This includes Data's Digital Transformation using modern techniques and technology to drive timeliness, accuracy, coverage, consistency and usability across all FactSet Data assets. He joined the company in September 2007. Prior to FactSet, he was Vice President, Product Management at Thomson Financial, and spent 11 years in a variety of Product Management roles at First Call, Autex, ILX, and Tradeweb. Mr. Costigan earned a bachelor's degree in Economics from St. Michael's College.

Speaking Session:

Breaking Down the Market Data Monolith - Wednesday, May 6, 2026 | 9:00 AM - 10:00 AM

Vice President, Director of Investment Solutions

T. Rowe Price

John Escario is an investment specialist in Portfolio Construction Solutions and a vice president of T. Rowe Price Group, Inc. John joined the investment industry in 1992 and has been with T. Rowe Price since 2014. Prior to this, John was a senior investment strategist and Head of ETF Portfolio Analytics at the Vanguard Group. Before that, John was at Rydex SGI (now Guggenheim Investments) as a senior portfolio manager. John earned a B.A. in history from Virginia Tech. He is a CFA® charterholder and past president and former board member of the CFA Society of Washington, D.C.

Speaking Session:

The New Allocation Playbook: Public vs. Private in a Changing Market - Thursday, May 7, 2026 | 10:15 AM - 11:00 AM

Financial Services Industry Principal, AI Solutions

Snowflake

John Heisler leads AI for Financial Services at Snowflake, driving how financial institutions deploy production-grade AI. His experience spans financial services, neuroscience, data engineering, data warehousing, and AI, shaping a multidisciplinary approach to building intelligent systems.

Prior to Snowflake, John led a data science and engineering team at a buy-side financial services data consultancy. He then worked in Snowflake’s Applied Field Engineering team, where he architected AI solutions for leading financial institutions. John partners with business and technology leadership to implement trusted, enterprise-ready AI that delivers value at speed.

Speaking Session:

Mastering the Intersection of AI and Data - Thursday, May 7, 2026 | 9:30 AM - 10:15 AM

Lead Product Manager

Carta

John Hoffman leads the Limited Partner experience and reporting suite at Carta, including financial reporting and Carta's newest product line for Fund of Funds. Prior to Carta, John helped start a mental fitness company and led product across several early-stage startups. He brings an entrepreneurial lens to building AI-powered products that transform complex financial documents into actionable data.

Speaking Session:

From Dashboards to Data Science: The Allocator Tech & AI Stack - Wednesday, May 6, 2026 | 1:00 PM - 1:45 PM

Senior Vice President and Senior Director, Product Management

Snowflake

Jonas Svallin is Senior Vice President and Senior Director at FactSet Research Systems Inc., where he leads the Buyside Research strategy and oversees the fundamental and quantitative product and research teams.

Prior to joining FactSet in 2021 Jonas spent almost 10 years as a managing director and head of active equities at Charles Schwab Investment Management, Inc. (CSIM). Jonas was responsible for all aspects of the management of the active equity products and led the active equity portfolio management and research team.

From 2009 to 2012, Jonas was a partner and a director of quantitative analytics and research at Fiduciary Research & Consulting, where he provided oversight of quantitative analytics and risk management efforts. From 2003 to 2009, Jonas was a principal and head portfolio manager at Algert Coldiron Investors LLC (now known as Algert Global). Prior to joining Algert, Jonas worked as a quantitative research associate at RCM Capital Management and a senior consultant at FactSet Research Systems.

Jonas earned a Master of Arts in International Economics and Finance from Brandeis University, and a Bachelor of Science in Finance from Western New England University. He is a CFA® Charterholder and a member of the CFA Society of San Francisco.

Speaking Session:

Reimagining Systematic Investing: Next-Gen Quant Workflows - Tuesday, May 5, 2026 | 10:15 AM - 11:00 AM

Business Architect, Investment Platform Capabilities

American Century Investments

Over the last 20 years at American Century Investments, Joseph has focused on building clarity and momentum at the intersection of investment management, product, technology. As a senior product leader, Joseph has helped to develop and shape operating models, data and vendor strategy, and large-scale platform transformations across multi‑asset and fixed income capabilities. With a focus on translating strategy into execution—defining ownership, reducing friction, and enabling teams to deliver durable outcomes that support long‑term stewardship for our business - and the clients American Century Investments serve.

Speaking Session:

Operational Alpha: Rethinking Data Management - Wednesday, May 6, 2026 | 11:15 AM - 12:00 PM

Chief Editor

Dow Jones Newswires, Americas

Josée Rose is chief editor, Dow Jones Newswires, Americas, running coverage of equities, the U.S. economy, and other market-moving news. Josée was executive editor at Business Insider from 2021 to 2024, overseeing coverage across the newsroom including real estate, healthcare, sustainability, leadership and C-suite, careers, entrepreneurship, and the future of work. Prior to that, she spent almost 20 years at the Journal, holding jobs such as elections editor for the 2020 election. She also held various digital, editing, reporting, and other roles at the Wall Street Journal and Newswires.

Speaking Sessions:

Daily Morning Pulse - Tuesday, May 5 - Wednesday, May 6 | 8:00 AM

Daily Morning Pulse - Thursday, May 7, 2026 | 8:30 AM

Associate Director, Engineering

FactSet

Dr. Lambert leads the Data Solutions AI team at FactSet, managing a group of machine learning and software engineers advancing semantic capabilities at scale. His team focuses on knowledge graphs and services to make data accessible for AI workflows. He holds a PhD in Security Studies from the University of Central Florida, where his dissertation used ensemble methods to forecast military coups using spatial and environmental determinants. He continues to publish actively, with a forthcoming article in Applied Economics, as well as serving as a Global Scholar at the University of South Alabama teaching AI for Business analytics.

Speaking Session:

Digital Transformation in the AI Era - Wednesday, May 6, 2026 | 3:30 PM - 4:15 PM

Chief AI Officer

FactSet

Ms. Kate Stepp is Chief AI Officer at FactSet. In this role, she leads FactSet’s AI services for clients and is focused on driving the development and deployment of AI capabilities across the organization. She joined FactSet in 2008 and previously served as Senior Director of Product Management within FactSet’s Research and Advisory workflow solutions business. Prior to that role, she was Senior Director of Engineering within FactSet’s Research workflow solutions business. Ms. Stepp earned a B.S. in Computer Science from Carnegie Mellon University.

Speaking Session:

Flash Session: Inside FI - How FactSet Is Engineering Intelligence - Wednesday, May 6, 2026 | 3:45 PM - 4:15 PM 

Director of Investment Strategy

Fire Capital Management

Biography coming soon.

Speaking Session:

Data as Alpha: Integrating Public and Private Market Intelligence - Tuesday, May 5, 2026 | 1:00 PM - 1:45 PM

The New Allocation Playbook: Public vs. Private in a Changing Market - Thursday, May 7, 2026 | 10:15 AM - 11:00 AM

Head of Dealmakers & Wealth Solutions 

FactSet

Ms. Kristina Karnovsky is Executive Vice President, Head of Dealmakers and Wealth at FactSet. In this role, she is responsible for providing direction to address the product and content needs of Dealmakers and Wealth clients while focusing on increased deployment and community within the Dealmakers and Wealth Space. Ms. Karnovsky began her FactSet career in 2001 as a Consultant and spent over a decade building FactSet’s sell-side business in various Sales leadership roles. Ms. Karnovsky earned a bachelor’s degree from the University of Scranton.

Speaking Session:

FOCUS Opening + Welcome Address - Tuesday, May 5, 2026 | 9:00 AM - 10:00 AM 

Managing Director and the Global Head of Risk Management

Lazard Asset Management

Leon Chen is a Managing Director and the Global Head of Risk Management. He and his Global Risk Management team are responsible for all aspects of risk management at the firm, covering equity and fixed income universes for both traditional as well as alternative (hedge funds) investments. He began working in the investment field in 2001. Prior to joining Lazard in 2021, Leon was a Risk Manager at Avenue Capital Management, Chief Risk Officer at Basso Capital, Risk Manager at DKR Capital Ltd., and Financial Analyst at Camden Asset Management. He has an MBA from Columbia University and a BA in International Economics from the University of California at Los Angeles (UCLA). Leon holds the Professional Risk Manager (PRM) designation and is a Chartered Financial Analyst (CFA) charterholder. He is fluent in Mandarin Chinese.

Speaking Session:

Managing Risk in a Volatile World - Tuesday, May 5, 2026 | 11:15 AM - 12:00 PM

Head of Global Performance Operations 

Federated Hermes

Louise Head has over 23 years of experience in the asset management Industry. Louise first joined Federated Hermes in 2002, working for the activist manager Hermes Focus Funds as Head of Investment Administration. Louise then moved into the Performance Analytics team in 2010 as Head of Performance. Louise is currently responsible for the provision of all performance analytics across all Federated Hermes asset classes along with ensuring Federated Hermes maintains GIPS compliance. Prior to Federated Hermes, Louise worked for both RBC and Aviva in Melbourne, Australia.

Speaking Session:

Mission Critical: The Importance of the Performance Function - Wednesday, May 6, 2026 | 1:00 PM - 1:45 PM

Senior Director, Trading Sales 

FactSet

Matt MacLean is the Senior Director of Trading Sales at FactSet. In this role, he is responsible for the global sales team, selling trading and front office solutions. Previously, he held roles at State Street and Bloomberg where his focus was portfolio analytics and risk. Mr. MacLean earned a Bachelor of Science from the United States Naval Academy.

Speaking Session:

From Portfolio Vision to Trade Precision - Tuesday, May 5, 2026 | 11:15 AM - 12:00 PM

SVP, Senior Director of Product

FactSet

Biography coming soon.

Speaking Session:

From Data to Decision: GenAI-Powered Research for the Modern Buy-Side - Tuesday, May 5, 2026 | 11:15 AM - 12:00 PM

Vice President, Director, Performance Product Management  

FactSet

Matthew Ross is Vice President, Director, of Performance Product Management at FactSet. In this Role, he is responsible for the strategy and development of the FactSet Performance Solution suite calculation and persistence tools. Prior to this role, Matt was the Regional Director, head of Americas Performance and Reporting team, responsible for sales and support of performance and reporting clients throughout the Americas. Matt graduated from The Ohio State University with a Bachelors of Science in Business Administration and has his CIPM designation.

Speaking Sessions:

The Evolving Role of Performance - Wednesday, May 6, 2026 | 11:15 AM - 12:00 PM

Head of Portfolio Construction and FIWA CIO

Fidelity Investments

Mayank is Head of Portfolio Construction Services and Chief Investment Officer for Fidelity Institutional Wealth Adviser (FIWA), the registered investment advisor within Fidelity Institutional. He oversees the firm’s investment strategy and portfolio construction framework, including strategic and tactical asset allocation. Mayank also leads fundamental and quantitative manager research, integrating qualitative insights with data‑driven analysis to inform manager selection, portfolio design, and ongoing due diligence. He works closely with intermediary clients on investment consulting, advising on asset allocation, portfolio structure, and risk management across market environments.

Speaking Session:

Generational Wealth Transfer - Wednesday, May 6, 2026 | 2:00 pM - 2:45 PM

SVP, Product Management, Reporting & Delivery

FactSet

Mr. McKay Marschalk is Vice President, Director of Product Management for Reporting & Delivery within FactSet's Middle Office. In this role, he is responsible for the development and strategic direction of off-platform Analytics solutions including client reporting, data feeds, APIs, cloud, and digital delivery. He began his career at FactSet as a Consultant and moved into Analytics Specialty Sales & Management. Mr. Marschalk earned a degree in Economics from Colgate University and is a CFA charterholder.

Speaking Session:

From Reports to Relationships: The Digital Transformation of Client Reporting - Wednesday, May 6, 2026 | 2:00 PM - 2:45 PM

Founder and Principal

Grid Asset Strategies Inc

Biography coming soon.

Speaking Session:

Powering the AI Economy: Energy Infrastructure, Demand Growth, and the Next Investment Cycle - Tuesday, May 5, 2026 | 2:00 PM - 2:45 PM

Vice President & Senior Consultant

Segal Marco Advisors

Michael is a VP and Senior Consultant at Segal Marco Advisors in Seattle, specializing in asset allocation, manager selection, performance measurement, risk management, and trustee education for institutional clients, including defined benefit, defined contribution, and welfare plans. Before rejoining Segal Marco in 2013, he lived in Finland and worked at Nokia’s corporate treasury, overseeing global credit analysis and risk management. He previously held corporate finance roles at The Boeing Company and supported the U.S. Department of Justice in civil litigation at CACI International Inc. Michael earned a BA in Economics from the University of Maryland and an MA in Economics plus an MS in Finance from DePaul University.

Speaking Session:

Navigating the New Rate Regime: Asset Allocation in a World of Persistent Inflation - Tuesday, May 5, 2026 | 2:00 PM - 2:45 PM 

Head of Front Office Investment Management Consulting - NA & EMEA 

Cutter Associates

Nahean brings a breadth of industry experience across assessments, target operating model (TOM) design and large-scale implementation programs for leading global asset managers and asset owners. His approach is both ambitious and pragmatic, rooted in a deep understanding of client dynamics and informed by current industry trends.

Speaking Session:

Evolving Toward Whole Portfolio Thinking - The Total Portfolio Approach (TPA) - Tuesday, May 5, 2026 | 10:15 AM - 11:00 AM

Co-Founder

Power Carve LLC

Biography coming soon.

Speaking Session:

Powering the AI Economy: Energy Infrastructure, Demand Growth, and the Next Investment Cycle - Tuesday, May 5, 2026 | 2:00 PM - 2:45 PM

Director of Business Applications 

Causeway Capital Management

Nathan Chang is Director of Business Applications at Causeway Capital Management. He leads the support and evolution of enterprise applications and data workflows across front, middle, and back-office functions, and oversees vendor management and procurement. Nathan joined Causeway in 2017 and became Director in 2022, following client-facing roles at FactSet and Dealogic. He holds a BA (cum laude) and an MBA from Norwich University, completed Caltech’s Project Management Certificate, and is a graduate of the U.S. Army Command and General Staff College. Current initiatives include the responsible adoption of AI to augment workflows and enhance firmwide agility. Outside of work, he serves as a Lieutenant Colonel in the U.S. Army Reserve, reflecting a commitment to service. He lives in San Marino, California.

Speaking Session:

From Data to Decision: GenAI-Powered Research for the Modern Buy-Side - Tuesday, May 5, 2026 | 11:15 AM - 12:00 PM

Vice President, Data Engineering

Goldman Sachs

Nilabja Ghosh Chowdhury is a Vice President in Goldman Sachs Data Engineering based in Dallas, focused on helping investment and business teams get faster, clearer answers from complex data. He and his team builds trusted data foundations — cloud-native ingestion pipelines and a centralized semantic layer—by curating governed data products and enriching metadata so users can discover & query data with ease. His teams emphasize reliability through disciplined testing and evaluation, turning semantic search and natural language assisted discovery into practical, day-to-day decision support across workflows.

Speaking Session:

Semantic Layers as the Foundation for Generative AI - Wednesday, May 6, 2026 | 2:00 PM - 2:45 PM

Vice President, Director, Performance Product Management

FactSet

Nina Mayers is Vice President, Director, of Performance Product Management at FactSet. In this role, she is responsible for helping to direct the strategy and execution of FactSet's performance solutions including working as the primary client liaison to understand and guide the implementation of FactSet’s middle office performance solutions according to client requirements and best practices. She joined the company via the acquisition of BISAM, working in various roles in Professional Services, Learning & Development and Specialty Sales since joining in 2014. Prior to BISAM, she worked as a Performance and Middle Office Operations practitioner at both AIG Asset Management and Genworth Financial. Nina graduated from Pennsylvania State University with a Bachelors of Science in Finance and International Business.

Speaking Sessions:

Beyond the Dream: Navigation the Journey to Modern Systems - Tuesday, May 5, 2026 | 10:15 AM - 11:00 AM

The Middle Office Mandate: Performance at the Center - Wednesday, May 6, 2026 | 3:30 PM - 4:15 PM

Managing Director and Portfolio Manager

Wellington Management

Noah is a Portfolio Manager in Wellington Solutions, a comprehensive investment solutions platform with a mission to deliver outcome-oriented strategies to help solve clients' investment challenges. Wellington Solutions partners with clients to understand their goals and to design and manage solutions on their behalf. The team leverages Wellington's broad investment capabilities, and its own expertise across portfolio construction, allocator research and risk management, to construct and manage solutions across multi-asset, multi-manager, quantitative, hedge funds and extension strategies. As a Portfolio Manager on the Multi-Manager Team, Noah designs and implements investment solutions that address client challenges, drawing on the team’s research across market trends, manager evaluation, portfolio construction and risk management. Prior to joining Wellington Management in 2017, Noah worked as a fixed income consultant for FactSet Research Systems Inc. in Boston, Massachusetts (2014 – 2017). He earned his BS in finance from Bentley University (2014). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.

Speaking Session:

Managing Risk in a Volatile World - Tuesday, May 5, 2026 | 11:15 AM - 12:00 PM

Senior Director, Sales

FactSet

Mr. Pat Reilly is Senior Vice President, Senior Director of FactSet’s Buy Side solutions for the Americas where he focuses on providing content, analytics, and attribution solutions to clients across equities, fixed income, and multi-asset class strategies. Prior to this role, Mr. Reilly headed the Fixed Income Analytics team in EMEA and began his career at FactSet managing Analytics sales for the Western United States and Canada. Before joining FactSet, he was a Credit Manager at Wells Fargo and an Insurance Services Analyst at Pacific Life. Mr. Reilly earned a degree in Finance from the University of Arizona and an MBA from the University of Southern California and is a CFA charterholder.

Speaking Session:

Navigating the New Rate Regime: Asset Allocation in a World of Persistent Inflation - Tuesday, May 5, 2026 | 2:00 PM - 2:45 PM 

SVP, Head of Product Research & Development

Global X ETFs

Pedro leads Global X ETFs' research, product development, and product management initiatives, driving innovation in the firm's ETF offerings. He joined Global X in 2019 as a Research Analyst. In his current role, Pedro oversees a team of analysts, guiding the firm's product roadmap and ensuring alignment with market trends and investor needs. He is responsible for identifying emerging investment strategies, conducting in-depth market research, and translating findings into actionable product strategies.

Speaking Session:

Adapting to Global Macro Trends: Defense, Space, and AI Infrastructure - Wednesday, May 6, 2026 | 11:15 AM - 12:00 PM

Senior Director, Americas Data Solutions

FactSet

Peter Lynch is Senior Director of Americas for the Data Solutions Sales group at FactSet. In this role, he leads an organization focused on expanding FactSet’s data shares, APIs, managed services, and AI integrations. Peter holds a B.A. from Middlebury College and an M.S. from University College Dublin. He is based in the firm’s Boston office.

Speaking Session:

Semantic Layers as the Foundation for Generative AI - Wednesday, May 6, 2026 | 2:00 PM - 2:45 PM

Adjunct Associate Professor - Nanyang Business School

Nanyang Technological University Singapore

Biography coming soon.

Speaking Session:

Evolving Toward Whole Portfolio Thinking – The Total Portfolio Approach (TPA) - Tuesday, May 5, 2026 | 10:15 AM - 11:00 AM

Client Lead - Global TOM Transformation

Mercer

Rob Bowles leads a functional workstream in Mercer’s OCIO transformation program, focused on improving user and client experiences across the client lifecycle to enhance client satisfaction and support business scalability. His background in client reporting and operations continues to shape his focus on driving upstream data quality, simplifying operating models, and delivering consistent, high-quality client outputs at scale. He is particularly interested in learning how others are using technology to better integrate data, teams, and client delivery.

Speaking Session:

From Reports to Relationships: The Digital Transformation of Client Reporting - Wednesday, May 6, 2026 | 2:00 PM - 2:45 PM

SVP - Head of Data Management Solutions

Northern Trust

Robert Ismailov is a Senior Vice President and Head of Data Management Solutions for Omnium Services at Northern Trust. He oversees teams responsible for data delivery, regulatory and tax reporting, market data, security master, entity master, and business process automation. Robert leads data and digital strategy with a strong focus on enhancing client data experience, driving solutions that improve services, create new client deliverables, and strengthen operational efficiency. He brings deep financial services experience from roles at Northern Trust and Morgan Stanley.

Speaking Session:

Navigating Data Complexities in Investment Operations- Wednesday, May 6, 2026 | 3:30 PM - 4:15 PM

Head of Institutional Buy-Side Solutions

FactSet

Mr. Robert Robie is Executive Vice President, Head of Institutional Buy Side at FactSet. In this role, he oversees strategy, research, development, and engineering for our institutional buy-side solutions. He joined FactSet in 2000 and has held several key positions across his time at the company. Prior, Mr. Robie was Director of Global Fixed Income leading sales, product, and support efforts for FactSet’s fixed income solutions. He also worked at BTN Partners from 2004 through 2005 in their quantitative portfolio management and performance division, before returning to continue his career with FactSet. Mr. Robie earned a bachelor’s degree in Economics and Fine Arts from Beloit College.

Speaking Session:

FOCUS Opening + Welcome Address - Tuesday, May 5, 2026 | 9:00 AM - 10:00 AM 

VP, Head of Product Marketing

Arcesium

Rochelle is responsible for enabling go-to-market and growth strategies across sales, marketing, product, and client engagement. Before taking on this role, Rochelle was a Senior Pre-Sales Consultant, engaging with clients and prospects across the financial services industry. Prior to joining Arcesium, Rochelle spent over five years at BlackRock Aladdin servicing institutional asset managers and leading several implementation projects across North and South America. She graduated from Vanderbilt University with a degree in economics.

Speaking Session:

Operational Alpha: Rethinking Data Management - Wednesday, May 6, 2026 | 11:15 AM - 12:00 PM

Investment Strategy Leader

GE Vernova Financial Services

Ronaldo Garces is Investment Strategy Leader at GE Vernova Financial Services where he leads fundamental market, regulatory and commodity strategy to drive GE Vernova’s renewable, conventional thermal and electrification investment activities across the globe.  He is also responsible for identifying cross-sector growth opportunities, including the assessment of new technologies, policy regimes, market designs and commercialization structures.  Ronaldo holds a B.A. in Economics from Wesleyan University and an M.B.A. from Columbia Business School.

Speaking Session:

Powering the AI Economy: Energy Infrastructure, Demand Growth, and the Next Investment Cycle - Tuesday, May 5, 2026 | 2:00 PM - 2:45 PM

Tech GM and VP, Financial Services

Databricks

Roshni Joshi is a technology executive with over 25 years of experience spanning the full arc of cloud, data, and AI — from the early days of enterprise infrastructure to the frontlines of the generative AI revolution. She currently serves as VP of Field Engineering for Financial Services at Databricks, where she leads technical teams partnering with the world's largest banks, insurers, and asset managers to modernize their data and AI platforms.

Before Databricks, Roshni served in various roles in the technology industry at Google, Amazon Web Services (AWS), Dell, EMC and Deloitte, which gives her a rare vantage point of AI driven transformation across the hyperscaler, infrastructure, and advisory landscapes. A fierce advocate for the Chicago tech pipeline, Roshni shapes the next generation of talent through her board service at Lumity and The-Network.

A proud India-born-Chicago-transplant of 25 years, Roshni spends as much time with her adult children as their Gen Z schedules permit. She is a collector of useless trivia, loves good food, good books and is still waiting for a yoga pose that’s as easy to scale as a data lake.

Speaking Session:

From Data to Alpha: Powering the AI-Ready Buyside - Wednesday, May 6, 2026 | 4:30 PM - 5:00 PM

Managing Director, Reference Data Tech & Operations

Wellington Management

Biography coming soon

Speaking Session:

Navigating Data Complexities in Investment Operations - Wednesday, May 6, 2026 | 3:30 PM - 4:15 PM 

Head of AI & ML

FactSet

Ryan serves as Head of AI & ML at FactSet, leading AI efforts across the company including the generative AI solutions powering FactSet Mercury, a breakthrough conversational agent. Throughout his career, Ryan has worked at the intersection of technology and finance. He has developed quantitative research, machine learning, and artificial intelligence solutions at startups and major financial service companies, including Refinitiv, TruValue Labs, and StarMine.

Speaking Session:

Digital Transformation in the AI Era - Wednesday, May 6, 2026 | 3:30 PM - 4:15 PM 

VP, Global Head of Performance

Nuveen

Ryan joined Nuveen in August 2008 and currently serves as the Head of Investment Performance. Ryan brings a total of 22 years of experience in the Investment Performance space, including 15 years of experience leading GIPS, performance measurement & reporting, and performance attribution & analysis functions. Throughout his career, he has held various roles in performance teams and functions with a diverse array of experience across Investment Consulting and Asset Management industry viewpoints. Ryan received his Bachelor's degree in Business - Finance from California State University Long Beach. He also holds a CFA Charter and Certificate in Investment Performance Measurement issued by the CFA Institute.

Speaking Session:

The Middle Office Mandate: Performance at the Center - Wednesday, May 6, 2026 | 3:30 PM - 4:15 PM 

Director of Investment Research

RVK, Inc.

Ryan joined RVK in 2007 and is Director of Investment Research and a Senior Consultant based in Portland. He advises several of the firm’s largest U.S. and global public pension plans, along with corporate and endowment/foundation clients. Ryan co-leads RVK’s Capital Markets Team, guiding the firm’s annual capital markets assumptions, and leads the Asset/Liability Team, producing customized deterministic and stochastic studies for pension plans. His research centers on capital markets and investment decision‑making, and he serves on RVK’s Investment Perspectives Committee. Ryan holds BS and MA degrees in Economics from the University of Oregon and is a shareholder and Board member.

Speaking Session:

Navigating the New Rate Regime: Asset Allocation in a World of Persistent Inflation - Tuesday, May 5, 2026 | 2:00 PM - 2:45 PM 

Chief Executive Officer 

FactSet 

Sanoke Viswanathan is Chief Executive Officer at FactSet and a respected global business leader in banking, global capital markets, and wealth management. Prior to joining FactSet in 2025, Viswanathan spent 15 years at JPMorgan Chase, most recently serving as CEO of International Consumer and Wealth and as a member of JPMorgan’s Operating Committee. Viswanathan held other senior positions at JPMorgan, serving as Chief Strategy and Growth Officer as well as Chief Administrative Officer of JPMorgan’s Bank. In Viswanathan’s earlier career he was a Partner at McKinsey & Company, where he became the Co-Head of the Global Corporate and Investment Banking Practice.

Speaking Sessions:

Keynote - Innovation Unleashed: Setting the Pace in Finance - Tuesday, May 5, 2026 | 3:30 PM - 3:50 PM

Straight to It: Fast Questions, Real Answers - Tuesday, May 5, 2026 | 3:50 PM - 4:20 PM

The New Architecture of Wealth: AI, Private Markets, and the Future of Advice - Wednesday, May 6, 2026 | 10:00 AM - 10:45 AM

Reporter 

The Wall Street Journal and Dow Jones Newswires 

Sam Goldfarb is a markets reporter at The Wall Street Journal, where he covers stocks, bonds, and other assets, with a focus on the debt market. Sam spent his first five years as a reporter on Capitol Hill, primarily writing about tax policy. He joined the Journal in 2016.

Speaking Sessions:

Daily Morning Pulse - Tuesday, May 5 - Wednesday, May 6 | 8:00 AM

Daily Morning Pulse - Thursday, May 7, 2026 | 8:30 AM

SVP, Senior Director, Americas Front Office

FactSet

Mr. Shamin Parikh is Senior Vice President, Senior Director of FactSet’s Buy Side solutions for the Americas, where he focuses on providing content, research, quantitative and risk solutions to clients across equities, fixed income, and multi-asset class strategies. He began his FactSet career in 2005 in NYC as a Consultant and two years later, he joined the quant group as a FactSet sales specialist helping onboard risk and optimization clients. Since moving back to Texas, Mr. Parikh has held varying positions with increasing levels of responsibility from launching FactSet’s Multi-Asset Class risk model to leading sales and strategy for FactSet Quantitative and Risk solutions globally.  Mr. Parikh earned a B.S. in Business Administration with a Finance Concentration with a double major in Economics from Trinity University and is a CFA charterholder.

Speaking Session:

Managing Risk in a Volatile World - Tuesday, May 5, 2026 | 11:15 AM - 12:00 PM

Investment Manager

Teacher Retirement System of Texas

Sibei Wen is an investment professional at the Teacher Retirement System of Texas, where she focuses on investment manager research and portfolio diligence in public markets.

Speaking Session:

Strategic Manager Decisions: Research, Selection, & Due Diligence - Tuesday, May 5, 2026 | 11:15 AM - 12:00 PM

Founder and Chief Executive Officer

Finster AI

Sid founded Finster AI in October 2023. Previously, he was an AI Researcher at Google DeepMind between 2016 and 2023, where he joined as their first undergraduate intern and published across Deep Learning, LLMs and Reinforcement Learning. He has an undergraduate degree from the University of Cambridge where he was a Manmohan Singh Scholar and has also worked across the prime brokerage risk team at Morgan Stanley, the Learning Games Network in Boston and at IIT-Bombay.

Speaking Session:

Flash Session: From Prompt to Insight - Wednesday, May 6, 2026 | 3:15 PM - 3:25 PM

Managing Director, Head of i3 Investments

Guardian Capital

Srikanth (Sri) Iyer is Lead Portfolio Manager and Managing Director, and Head of i³ Investments® for Guardian Capital LP (Guardian Capital). He joined Guardian in 2001 to lead the development and implementation of Guardian Capital’s proprietary systematic strategies. Subsequently, this led to the creation of the i³ Investments team. He brings over 25 years of experience managing quantitative investments and risk management to guide the overall development and implementation of systematic strategies for the firm.

Speaking Session:

Reimagining Systematic Investing: Next-Gen Quant Workflows - Tuesday, May 5, 2026 | 10:15 AM - 11:00 AM

Head of Enterprise Data Solutions and Chief Data Officer

T. Rowe Price

Srikumar (Sri) has formulated and executing Data strategy enabling data as key business growth driver for lines of business. In this endeavor they have successfully build a modern Enterprise Data Lakehouse – 2nd generation on Snowflake with medallion data architecture, intrinsic data governance and democratized data access enabled through Data Products. AI capabilities are enabled on the platform supporting “AI for Data and Data for AI” use cases accelerating business value and growth. Sri career spanned at Toyota Motors, Experian, CoreLogic, Credit Sesame focusing on Automotive, Consumer/Business Credit, and Real Estate markets. Sri expertise is on Innovation, Transformation, M&A in Data Technology space. He owns six US patents. At Experian and CoreLogic he led several complex transformation projects reporting to Chief Innovation Officer, Chief Data Officer over a period of several years.

Speaking Session:

Mastering the Intersection of AI and Data - Thursday, May 7, 2026 | 9:30 AM - 10:15 AM

Senior Director, Portfolio Management & Trading

FactSet

Biography coming soon.

Speaking Session:

Trading Transformed: Mega Trends Driving Automation, Outsourced Trading, and Scale - Tuesday, May 5, 2026 | 1:00 PM - 1:45 PM

Global Head of Client Operations

HSBC Global Asset Management

Stefano Michelagnoli is HSBC Asset Management’s Global Head of Client Operations, based in New York. He assumed the role in July 2020. In this position, he leads the teams responsible for end-to-end client operations processes and infrastructure globally, ensuring consistent service delivery and operational performance across the platform. He previously served as Regional Head of Product, Americas, from June 2015. Since joining HSBC in August 2001, Stefano has held a number of senior roles in London and New York, including Head of Product, Chief Financial Officer for the North American businesses, and Global Financial Controller.

Speaking Session:

From Reports to Relationships: The Digital Transformation of Client Reporting - Wednesday, May 6, 2026 | 2:00 PM - 2:45 PM

Global Chief Operating Officer, Investment Solutions

Mercer

Stephen Gouthro is a Senior Partner at Mercer and the Global Chief Operating Officer for Mercer’s Investment Solutions business. In this role, Stephen has responsibility for the Operating Office, including Implementation Services, Operations & the investment platform strategy across North America, UK, EMEA and Pacific regions. Stephen is a member of the Mercer Investments Leadership Team responsible for delivering the commercial strategy of the business. He also has direct responsibility for Mercer’s transformation programs, providing strategic leadership and oversight. Stephen is President and a Director of Mercer’s US Mutual Funds and serves as a Director of Mercer Investments LLC and Mercer Trust Company, setting strategy for the investment company. Stephen joined Mercer in 2018. Prior to joining Mercer, Stephen was at Putnam Investments in various leadership roles in Strategy, Operations, Technology, and Investments supporting both institutional and retail clients in the defined benefits, defined contribution and corporate asset segments. Stephen graduated from Northeastern University with a degree in Finance.

Speaking Session:

The New Allocation Playbook: Public vs. Private in a Changing Market - Thursday, May 7, 2026 | 10:15 AM - 11:00 AM

Director, Investment Performance & Analysis

T. Rowe Price

Stephen Langone, CIPM, is a Vice President in Investment Performance Analysis at T. Rowe Price, where he is responsible for the operational oversight and delivery of investment performance analytics and reporting. Stephen’s career spans multiple facets of the Investment Performance landscape, including investment accounting, wealth management, asset owners, vendor sales and support, and investment management. This broad experience provides him with a unique, end‑to‑end perspective on the interconnected processes, data requirements, and stakeholder needs that underpin effective performance measurement and analytics. He brings deep expertise in performance data, analytics production, and reporting workflows, and holds the Certificate in Investment Performance Measurement (CIPM) designation.

Speaking Session:

The Middle Office Mandate: Performance at the Center - Wednesday, May 6, 2026 | 3:30 PM - 4:15 PM

Managing Director

Blackstone Credit and Insurance

Steven Cipolloni is a Managing Director with Blackstone Credit and Insurance (BXCI) based in New York. Mr. Cipolloni oversees BXCI’s data and automation strategies, which ensure the quality and delivery of data to our clients, investment teams and back office while providing solutions for complex operations.
Prior to joining Blackstone, Mr. Cipolloni worked at Deutsche Bank and Blackrock with a focus on applications and data for asset management. Mr. Cipolloni began his career at various sell side desks at Bear Stearns and BNP Paribas.

Speaking Session:

Operational Alpha: Rethinking Data Management - Wednesday, May 6, 2026 | 11:15 AM - 12:00 PM

Chief Officer Risk and Execution

National Bank Investments

As Chief Officer, Risk & Execution, Terry oversees portfolio manager selection and risk management across one of Canada’s largest open-architecture platforms, spanning 85 teams globally and more than $100B in assets. He also leads responsible investing, index and systematic solutions, and the implementation and execution of investment solutions across all channels.

Speaking Session:

Strategic Manager Decisions: Research, Selection & Due Diligence - Tuesday, May 5, 2026 | 11:15 AM - 12:00 PM

Managing Director / Co-Lead PM

Xponance

Thomas Quinn is the Co-Lead Portfolio Manager of all Active Global Equities the Xponance multi-manager platform. Tom has over 25 years of investment experience, including eight years as CIO. He manages the team and process relating to manager sourcing and due diligence for the multi-manager strategies platform. In this capacity, he directs and oversees the quantitative research related to tactical and strategic portfolio positioning, manager evaluation, portfolio construction, and the Aapryl platform. Tom co-leads the firm’s Quantitative Working Group, which is a collaborative forum for quantitative research at the firm. Tom is a member of Xponance’s Management Committee and is also a voting member of Xponance’s Investment Committee.

Speaking Session:

Strategic Manager Decisions: Research, Selection & Due Diligence - Wednesday, May 6, 2026 | 11:15 AM - 12:00 PM

Deputy Director of Research

Harding Loevner

Timothy Kubarych, CFA is a Partner and co-Deputy Director of Research at Harding Loevner, a global equity fund manager. He disciplines and incrementally improves the investment process. He graduated from Hamilton College with a degree in Mathematics. He serves as Vice President of the Hackley School's Alumni Association Board of Directors and sits on its Governance and Investment Committees. He is a Term Member at the Council on Foreign Relations and a member of the Economic Club of New York.

Speaking Session:

The Next Evolution of Performance Management: Behavioral Analytics for Alpha Creation - Wednesday, May 6, 2026 | 1:00 PM - 1:45 PM

AVP of Performance

Fort Washington Investment Advisors, Inc.

Tom Anderson is an AVP, Performance at Fort Washington Investment Advisors with over twenty years of experience in performance measurement, attribution, GIPS compliance, and investment operations. He leads back- and middle-office teams delivering internal and external analysis and reporting, partnering closely with investment and client-facing teams to deliver value and enhance the client experience. Throughout his career, Tom has supported significant asset growth and operational complexity, contributing to new product launches, acquisitions, and the development of robust reporting capabilities. Outside of work, he enjoys spending time with family, gardening, and watching hockey.

Speaking Session:

Mission Critical: The Importance of the Performance Function - Wednesday, May 6, 2026 | 1:00 PM - 1:45 PM

Head of Data & Analytics

Federated Hermes

Vatsal Pandya is Head of Enterprise Data and Analytics Capability Enablement at Federated Hermes, where he leads enterprise data strategy, governance, architecture, engineering, and self-service analytics. With 16+ years of experience in data, technology, and transformation, he has built enterprise platforms, led complex integration programs, and aligned technology strategy to business priorities. Previously, he was Technology Director at PNC Investments, shaping multi-year roadmaps across CRM, advisory, onboarding, portfolio systems, MDM, and digital capabilities. Vatsal holds advanced engineering degrees, is PMP and CSPO certified, and has AI and cloud certifications from MIT, Microsoft, and AWS.

Outside of work, Vatsal enjoys competitive pickleball, traveling, following cricket and tennis, and cheering on the Pittsburgh Steelers.

Speaking Session:

From Data to Alpha: Powering the AI-Ready Buyside - Wednesday, May 6, 2026 | 4:30 PM - 5:00 PM

Senior Director, Asset Owners

FactSet

Biography coming soon.

Speaking Session:

Strategic Manager Decisions: Research, Selection & Due Diligence - Tuesday, May 5, 2026 | 11:15 AM - 12:00 PM

Director of Research

Diamond Hill

Win serves as director of research for Diamond Hill and joined the firm in 2022. Prior to joining Diamond Hill, Win was a Partner at Harris Associates, serving in a variety of roles from 2003 to 2021, including director of US research, co-portfolio manager of the Oakmark Select Fund and research analyst. From 1996 to 2003, Win previously was an analyst at Colonial Management/Fleet Bank, ASB Capital Management, and Federated Investors. Win has a BA in Russian/East European Studies from the University of North Carolina at Chapel Hill and an MBA from Georgia State University.

Speaking Session:

From Data to Decision: GenAI-Powered Research for the Modern Buy-Side - Tuesday, May 5, 2026 | 11:15 AM - 12:00 PM

Founder and CEO

Fundamatic

Xavier Legros is the Founder and CEO of Fundamatic™. Founded in 2020, Fundamatic builds software that helps asset allocators build more effective and productive operations, and real-time data analytics tools that support smarter investment decisions. Fundamatic solutions integrate with established tech stacks: powerful automation brings trusted data into familiar workflows for enhanced business performance.

Speaking Session:

From Dashboards to Data Science: The Allocator Tech & AI Stack - Wednesday, May 6, 2026 | 1:00 PM - 1:45 PM