Avi Nachmany, former co‐founder and director of research for Strategic Insight, as well as independent fund consultant and strategist. As co‐founder of Strategic Insight (SI), a mutual fund business intelligence firm, Nachmany championed a fact‐based research model that established SI as a pre‐eminent source of industry intelligence. Coupling SI’s data with his unique insights, Avi emerged as one of the most important thought leaders within the fund industry.
Kathleen Neumann, CFA, president, Pegassets LLC. Pegassets licenses innovative and disruptive intellectual property to the financial services industry. Neumann has more than 30 years’ of executive‐level experience in the investment management industry.
Elias Azrak, managing partner, ETFx Investment Partners, and co‐founder, ETFx Indexes, LLC. Azrak has been a pioneer in the ETF and Indexing space since 2004, and is one of the most innovative creators of non‐traditional indexes in the world. His indexes became the basis for the first clean energy ETF and the first water ETF.
Gerard Michael, president and co‐founder of Smartleaf, Inc. Founded in 1999, Smartleaf provides leading‐edge technology solutions in the emerging field of ‘overlay portfolio management.’ His FinTech company has since emerged as a leader in this space, with over $50 billion in assets under management (AUM).
Alexander Gammerman, PhD, professor of computer science and founding director of the Centre for Machine Learning, University of London. A Fellow of the Royal Statistical Society, Gammerman is an acknowledged expert in Machine Learning and in techniques that guarantee validity of prediction. He has published several books and 200 papers in referenced journals.
Frank Maselli, keynote speaker, financial industry expert, best‐selling author. A former U.S. Army officer, Maselli is the author of three best‐selling books on sales and sales management. He is also a noted keynote speaker, and has trained tens of thousands of financial advisors, wholesalers and managers at nearly every firm in the investment industry.
Albert Shiryaev, PhD, distinguished professor of Moscow State University and head of the Department of Probability Theory. As senior researcher at the Steklov Mathematical Institute, Professor Shiryaev focuses on areas of general probability theory and mathematical statistics. He has authored 10 monographs, eight textbooks and more than 280 scientific articles. He is also a member of the Russian Academy of Sciences.
Kathleen Pritchard, partner, Purpose Consulting Group, as well as a keynote speaker and thought leader. Purpose Consulting Group works with financial services leaders that have the courage to think differently from the rest of the pack. She is a recognized expert in social media, client acquisition, and branding.
Billy Bean, vice president and special assistant to the Commissioner of Major League Baseball. Bean is a former professional baseball player and published author. As special assistant to the Commissioner of MLB, Bean focuses on baseball’s social responsibility initiatives. Mr. Bean sits on the board of directors of LGBTQ Loyalty Holdings and LifeApps Brands, Inc.
Tim Mullaney, business head of CAVU Securities’ Money Fund Portal. Mullaney has earned a reputation as a successful entrepreneur working within large organizations. He built an innovative diversity‐owned money fund portal that grew to $6 billion in less than a year; launched one of the first-ever tax-managed funds; and introduced the industry’s lowest M&E VA product.