www.cnbcevents.com Open in urlscan Pro
95.101.54.217  Public Scan

Form analysis
0 forms found in the DOM

Text Content

 * Events
 * Sponsors
 * News
 * Podcasts
 * Contact

 * Events
 * Sponsors
 * Podcasts
 * News
 * Contact

 * Upcoming
   
 * Business
 * Entrepreneurship
 * Health Care
 * Investing
 * Leadership
 * Politics & Policy
 * Social Impact
 * Tech

 * Delivering Alpha 2023
 * Disruptor 50 Connect
 * Equity and Opportunity: Exec Connect 2023
 * Financial Advisor Summit October 2023
 * East Tech West 2023
 * Make It: Your Money 2023
 * TEC Summit on AI 2023
 * CNBC Evolve Global Summit 2023
 * Your Money 2023
 * CFO Council Summit 2023


 * @Work Summit October 2021
 * Capital Exchange
 * CNBC Evolve
 * CNBC Evolve Global Summit 2021
 * CNBC Evolve Summit 2020
 * CNBC Evolve Livestreams
 * CNBC Evolve Livestream: Sustainable Future 2021
 * CNBC Evolve Livestream: Cybersecurity 2021
 * CNBC Evolve Livestream: Retail 2021
 * Healthy Returns

 * Healthy Returns Summit
 * Healthy Returns Summit 2021
 * Healthy Returns Summit 2020
 * @Work Summit March 2021
 * Disruptor 50 Connect
 * Capital Exchange Livestream: Building a Resilient Workforce 2021
 * Capital Exchange Livestream: The New Economic Agenda 2021
 * CMO Exchange July 2021
 * CMO Exchange
 * CMO Exchange May 2021

 * CMO Exchange November
 * CMO Exchange October 2021
 * CMO Exchange September
 * CNBC CFO Council Summit 2022
 * CFO Council Summit 2023
 * CNBC Connect: ASEAN and Beyond
 * Equity and Opportunity Livestream 2023
 * Equity and Opportunity Forum 2022
 * Equity and Opportunity: Exec Connect 2023
 * Equity and Opportunity: Exec Connect 2023

 * CNBC Evolve Global Summit
 * CNBC Evolve Global Summit 2023
 * CNBC Evolve Livestream
 * CNBC Evolve: Commercial Real Estate 2021
 * Make It: Your Money
 * Make It: Your Money 2023
 * CNBC Spark 2022
 * Women & Wealth 2023
 * CNBC Work Summit: On Demand
 * Your Money

 * Your Money 2023
 * D50X Summit
 * Delivering Alpha 2020
 * Delivering Alpha 2021
 * Delivering Alpha
 * Delivering Alpha 2023
 * Delivering Alpha Livestream October 2021
 * Delivering Alpha Livestream Sept 2021
 * Disruptor 50 Summit 2021
 * East Tech West 2021

 * East Tech West 2023
 * ESG Impact 2021
 * ESG Impact
 * Financial Advisor Summit December 2021
 * Financial Advisor Summit December
 * Financial Advisor Summit June 2021
 * Financial Advisor Summit June
 * Financial Advisor Summit June 2023
 * Financial Advisor Summit October 2023
 * Game Plan

 * Healthy Returns Livestream 2021
 * Healthy Returns Spotlight 2021
 * Healthy Returns Summit 2023
 * Inclusion in Action Forum 2021
 * Investor Roundtable: Crypto 2021
 * Leadership Exchange December 2021
 * Leadership Exchange October 2021
 * Small Business Playbook August 2021
 * Small Business Playbook August 2022
 * Small Business Playbook August 2023

 * Small Business Playbook 2022
 * Small Business Playbook May 2021
 * Small Business Playbook May 2022
 * Small Business Playbook May 2023
 * Sustainable Returns 2023
 * TEC Summit 2020
 * TEC Summit 2021
 * TEC Summit
 * TEC Summit on AI 2023
 * WEC Summit 2021

 * WEC Summit
 * CNBC Work Livestream
 * World Economic Forum 2022
 * World Economic Forum 2023
 * Your Money 2020
 * Your Money
 * 全球科技大会 2021

 * @Work Summit October 2021
 * @Work Summit March 2021
 * Disruptor 50 Connect
 * Capital Exchange
 * Capital Exchange Livestream: Building a Resilient Workforce 2021
 * Capital Exchange Livestream: The New Economic Agenda 2021
 * CMO Exchange July 2021
 * CMO Exchange
 * CMO Exchange May 2021
 * CMO Exchange November

 * CMO Exchange October 2021
 * CMO Exchange September
 * CNBC CFO Council Summit 2022
 * CFO Council Summit 2023
 * CNBC Connect: ASEAN and Beyond
 * CNBC Evolve Global Summit 2021
 * CNBC Evolve Global Summit
 * CNBC Evolve Global Summit 2023
 * CNBC Evolve Livestream
 * CNBC Evolve Livestream: Cybersecurity 2021

 * CNBC Evolve Livestream: Retail 2021
 * CNBC Evolve Livestream: Sustainable Future 2021
 * CNBC Evolve Livestreams
 * CNBC Evolve Summit 2020
 * CNBC Evolve: Commercial Real Estate 2021
 * CNBC Spark 2022
 * CNBC Work Summit: On Demand
 * D50X Summit
 * Delivering Alpha 2020
 * Delivering Alpha 2021

 * Delivering Alpha
 * Delivering Alpha 2023
 * Delivering Alpha Livestream October 2021
 * Delivering Alpha Livestream Sept 2021
 * Disruptor 50 Summit 2021
 * East Tech West 2021
 * East Tech West 2023
 * ESG Impact 2021
 * ESG Impact
 * Financial Advisor Summit December 2021

 * Financial Advisor Summit December
 * Financial Advisor Summit June 2021
 * Financial Advisor Summit June
 * Financial Advisor Summit June 2023
 * Financial Advisor Summit October 2023
 * Game Plan
 * Healthy Returns
 * Healthy Returns Livestream 2021
 * Healthy Returns Spotlight 2021
 * Healthy Returns Summit 2020

 * Healthy Returns Summit 2021
 * Healthy Returns Summit
 * Healthy Returns Summit 2023
 * Inclusion in Action Forum 2021
 * Investor Roundtable: Crypto 2021
 * Leadership Exchange December 2021
 * Leadership Exchange October 2021
 * Small Business Playbook August 2021
 * Small Business Playbook August 2022
 * Small Business Playbook August 2023

 * Small Business Playbook 2022
 * Small Business Playbook May 2021
 * Small Business Playbook May 2022
 * Small Business Playbook May 2023
 * Sustainable Returns 2023
 * TEC Summit 2020
 * TEC Summit 2021
 * TEC Summit
 * TEC Summit on AI 2023
 * WEC Summit 2021

 * WEC Summit
 * CNBC Work Livestream
 * World Economic Forum 2022
 * World Economic Forum 2023
 * 全球科技大会 2021

 * Disruptor 50 Connect
 * Make It: Your Money
 * Make It: Your Money 2023
 * Women & Wealth 2023
 * Your Money
 * Your Money 2023
 * D50X Summit
 * Disruptor 50 Summit 2021
 * Small Business Playbook August 2021
 * Small Business Playbook August 2022

 * Small Business Playbook August 2023
 * Small Business Playbook 2022
 * Small Business Playbook May 2021
 * Small Business Playbook May 2022
 * Small Business Playbook May 2023

 * CNBC Spark 2022
 * Healthy Returns
 * Healthy Returns Livestream 2021
 * Healthy Returns Spotlight 2021
 * Healthy Returns Summit 2020
 * Healthy Returns Summit 2021
 * Healthy Returns Summit
 * Healthy Returns Summit 2023

 * CNBC CFO Council Summit 2022
 * CFO Council Summit 2023
 * Make It: Your Money
 * Make It: Your Money 2023
 * Women & Wealth 2023
 * Your Money
 * Your Money 2023
 * Delivering Alpha 2020
 * Delivering Alpha 2021
 * Delivering Alpha

 * Delivering Alpha 2023
 * Delivering Alpha Livestream October 2021
 * Delivering Alpha Livestream Sept 2021
 * ESG Impact 2021
 * ESG Impact
 * Financial Advisor Summit December 2021
 * Financial Advisor Summit December
 * Financial Advisor Summit June 2021
 * Financial Advisor Summit June
 * Financial Advisor Summit June 2023

 * Financial Advisor Summit October 2023
 * Game Plan
 * Healthy Returns
 * Healthy Returns Livestream 2021
 * Healthy Returns Spotlight 2021
 * Healthy Returns Summit 2020
 * Healthy Returns Summit 2021
 * Healthy Returns Summit
 * Healthy Returns Summit 2023
 * Investor Roundtable: Crypto 2021

 * Sustainable Returns 2023

 * CNBC Evolve Global Summit 2021
 * CNBC Evolve Global Summit
 * CNBC Evolve Global Summit 2023
 * CNBC Evolve Livestream
 * CNBC Evolve Livestream: Cybersecurity 2021
 * CNBC Evolve Livestream: Retail 2021
 * CNBC Evolve Livestream: Sustainable Future 2021
 * CNBC Evolve Summit 2020
 * CNBC Evolve: Commercial Real Estate 2021
 * Leadership Exchange December 2021

 * Leadership Exchange October 2021

 * Capital Exchange
 * Capital Exchange Livestream: Building a Resilient Workforce 2021
 * Capital Exchange Livestream: The New Economic Agenda 2021
 * CNBC Connect: ASEAN and Beyond
 * Equity and Opportunity Livestream 2023
 * Equity and Opportunity Forum 2022
 * Equity and Opportunity: Exec Connect 2023
 * Equity and Opportunity: Exec Connect 2023
 * Inclusion in Action Forum 2021
 * World Economic Forum 2022

 * World Economic Forum 2023

 * CNBC Connect: ASEAN and Beyond
 * Equity and Opportunity Livestream 2023
 * Equity and Opportunity Forum 2022
 * Equity and Opportunity: Exec Connect 2023
 * Equity and Opportunity: Exec Connect 2023
 * Inclusion in Action Forum 2021
 * World Economic Forum 2022
 * World Economic Forum 2023

 * @Work Summit October 2021
 * @Work Summit March 2021
 * CNBC Spark 2022
 * CNBC Work Summit: On Demand
 * East Tech West 2021
 * East Tech West 2023
 * TEC Summit 2020
 * TEC Summit 2021
 * TEC Summit
 * TEC Summit on AI 2023

 * WEC Summit 2021
 * WEC Summit
 * 全球科技大会 2021

September 28, 2023

NYC + Online⎮ 9AM - 6PM ET

#DeliveringAlpha

Register

September 28, 2023

NYC + Online⎮ 9AM - 6PM ET

#DeliveringAlpha

Register
Delivering Alpha
NYC + Online⎮September 28, 2023⎮9AM - 6PM ET
Speakers Agenda Sponsors Contact Us
Register


DELIVERING ALPHA INVESTOR SUMMIT

RISKS, REWARDS, RETURNS

In this new world of more normalized returns and emerging, shifting risks, what
will give investors the edge to outperform and deliver alpha?  The 13th annual
CNBC Delivering Alpha Investor summit will convene elite investors, thinkers and
leaders across the spectrum of asset classes – equities, commodities, real
estate, credit, alternatives and beyond – to provide insights and ideas,
analysis and intelligence, all designed to balance risk with maximized returns.

For speaker and sponsorship opportunities, please email events@cnbc.com.

--------------------------------------------------------------------------------

For Delivering Alpha editorial coverage, stories and video, visit
www.cnbc.com/delivering-alpha

Subscribe to the Delivering Alpha Newsletter for investing intelligence and
strategies from the most successful investors delivered straight to your
inbox.  


PAST EVENTS

   
 * Delivering Alpha 2022
   
   
 * Delivering Alpha Livestream Oct 2021
   
   
 * Delivering Alpha 2021
   
   
 * Delivering Alpha Livestream Sept 2021
   
   
 * Delivering Alpha 2020
   


SPEAKERS

Bill Ackman

Founder & CEO, Pershing Square Capital Management

Mark Delaney

Chief Investment Officer & Deputy Chief Executive, AustralianSuper

Tina Byles Williams

Founder, CEO & Chief Investment Officer, Xponance

Katie Koch

President & CEO, TCW

Michael Arougheti

Co-Founder, CEO & President, Ares Management Corporation

Jase Auby

Chief Investment Officer, Teacher Retirement System of Texas

Les Brun

Founder, Chairman & CEO, Ariel Alternatives, LLC

Edwin Cass

Chief Investment Officer, CPP Investments

Mary Callahan Erdoes

CEO, J.P. Morgan Asset & Wealth Management

Damien Dwin

Founder & CEO, Lafayette Square

Dawn Fitzpatrick

CEO & Chief Investment Officer, Soros Fund Management LLC

Brad Gerstner

Founder & CEO, Altimeter

Suni Harford

President, UBS Asset Management

Lydia Jett

Managing Partner, SoftBank Investment Advisers

Jenny Johnson

CEO, Franklin Templeton

Kathleen McCarthy

Global Co-Head of Real Estate, Blackstone

Raymond McGuire

President, Lazard

Armen Panossian

Incoming co-CEO, Head of Performing Credit and Portfolio Manager, Oaktree

Rebecca Patterson

Council for Economic Education, Board Chair

Dina Powell McCormick

Vice Chairman & President of Global Client Services, BDT & MSD Partners

Rick Rieder

Managing Director & Chief Investment Officer of Global Fixed Income, BlackRock

KC Sullivan

President, CNBC

Morgan Brennan

“Closing Bell: Overtime” Co-Anchor, CNBC

Sara Eisen

"Closing Bell" Anchor, CNBC

Frank Holland

"Worldwide Exchange” Anchor and Transports & Tech Correspondent, CNBC

Melissa Lee

“Fast Money” Host, CNBC

Steve Liesman

Senior Economics Reporter, CNBC

Tyler Mathisen

Co-Anchor "Power Lunch" & Vice President, Events Strategy, CNBC

Leslie Picker

Senior Finance and Banking Reporter, CNBC

Michael Santoli

Senior Markets Commentator, CNBC

Brian Sullivan

Anchor, CNBC

Scott Wapner

"Fast Money Halftime Report” and “Closing Bell” Host, CNBC

Show All


AGENDA

*Agenda subject to change

8:00AM ET


DOORS OPEN & NETWORKING

A light breakfast will be provided for in-person attendees

9:00AM


PRESIDENT'S REMARKS

KC Sullivan, CNBC President

9:05AM


WELCOME

Tyler Mathisen, CNBC Co-Anchor “Power Lunch” & Vice President, Events Strategy

9:10AM


THE LONG AND SHORT OF IT ALL

Overbought? Recession looming? What’s the near-term outlook for the markets and
what does it mean for achieving alpha? This panel will kick off the day with a
deep dive on the cross currents, opportunities and critical investment trends
with these financial titans.

Mary Callahan Erdoes, J.P. Morgan Asset & Wealth Management CEO
Dawn Fitzpatrick, Soros Fund Management CEO & Chief Investment Officer
Katie Koch, TCW President & CEO
Moderator: Leslie Picker, CNBC Senior Finance and Banking Reporter

9:40AM


THE PRIVATE CREDIT BOOM

In the past five years, private credit assets have doubled to over $1.3T.
Despite a persistently adverse rate environment, enthusiasm among big
institutional investors hasn’t dampened. We’ll ask three prominent players about
how they’re navigating the rate environment and positioning for growth in 2024. 

Michael Arougheti, Ares Management Corporation Co-Founder, CEO & President
Damien Dwin, Lafayette Square Founder & CEO
Armen Panossian, Oaktree Head of Performing Credit & Portfolio Manager (Incoming
co-CEO 2024)
Moderator: Michael Santoli, CNBC Senior Markets Commentator 

10:10AM


PUBLIC AND PRIVATE IN YOUR PORTFOLIO

What does it take to build a winning portfolio? How do you remain resilient in
the face of impending economic turbulence? Leading investors will share
strategic asset allocation tips, as well as the role of credit, leverage and
risk parity. Plus, we get their expert takes on diversification, divestment,
inflation and how to best mitigate volatility if the U.S. tips into a
recession.   

Jase Auby, Teacher Retirement System of Texas Chief Investment Officer
Edwin Cass, CPP Investments Chief investment Officer
Tina Byles Williams, Xponance Founder, CEO, & Chief Investment Officer
Moderator: Melissa Lee, CNBC “Fast Money” Host 

10:45AM


NETWORKING BREAK

11:15AM


ALPHA WITHOUT BORDERS

How are some of the world’s largest investors optimizing outcomes these days?
Through a combination of increased cross-border exposure, diversification beyond
traditional asset classes and a careful recalibration of exposure into new
public and private markets. We’ll have key insights and allocation strategies
across some of the world’s most important capital markets.  

Mark Delaney, AustralianSuper Chief Investment Officer & Deputy Chief Executive
Suni Harford, UBS Asset Management President
Moderator: Sara Eisen, CNBC “Squawk on the Street” Co-Anchor

11:45AM


WHAT’S REALLY GOING ON IN REAL ESTATE?

If you only ever read the real estate market headlines in 2023, you’d believe
commercial real estate was utterly doomed. However, the story is much more
nuanced as certain sectors of the market are flourishing and delivering returns
to investors: data centers powered by the surge of AI tech, high-end multi-use
buildings, resort and gaming centers to name a few.
We’ll talk about where the best plays are right now, and why diversification is
key. 

Kathleen McCarthy, Blackstone Global Co-Head of Real Estate
Interviewer: Morgan Brennan, CNBC “Closing Bell: Overtime” Co-Anchor 

12:30PM


NETWORKING LUNCH

2:00PM


BETTING ON THE FUTURE

The tech sector is always a wild ride for investors. It pays to know the space,
know the players and know what to look for when sifting through noise. 

Tech investor Brad Gerstner joins us to share his thoughts on investing in the
sector right now—today’s top plays, tomorrow’s potential winners, companies to
keep a close eye on—and where he places this current moment in the timeline of
investing history. 

Brad Gerstner, Altimeter Founder & CEO
Interviewer: Scott Wapner, CNBC “Fast Money Halftime Report” and “Closing Bell”
Host

2:30PM


FED FOR THOUGHT

Can the Fed cut as quickly as the market is discounting? What happens if it
can’t? Is a new target rate for inflation coming? Straight off the latest
Federal Reserve meeting, two top Fed watchers will share their perspective on
what’s ahead for rates and how investors should best position themselves today
for future moves. 

Rebecca Patterson, Council for Economic Education Board Chair
Rick Rieder, BlackRock Senior Managing Director, Chief Investment Officer of
Global Fixed Income
Moderator: Steve Liesman, CNBC Senior Economics Reporter

3:00PM


NAVIGATING GEOPOLITICS, FINDING OPPORTUNITIES

Governmental impact on global finance is often discussed but not always well
understood. Decision making at all levels of government has the potential to
disrupt markets, and the butterfly effect from these decisions can have
unforeseen consequences. We’ll talk to two of the top names on Wall Street about
the state of global finance, geopolitics, elections, and what it all means for
investors.

Dina Powell McCormick, BDT & MSD Partners Vice Chairman & President of Global
Client Services 
Raymond McGuire, Lazard President
Moderator: Brian Sullivan, CNBC “Last Call” Anchor & Senior National
Correspondent

3:30PM


FINDING THE ALPHA IN TECH

With over hundreds of billions in capital, SoftBank is among the world’s most
active VC investors. A rare interview with Lydia Jett on the tech landscape,
growth equity and scaling early-stage  

e-commerce platforms into profitable businesses. Plus, her approach to capital
deployment in an uncertain market environment, reimagining opportunities in
under-penetrated platforms and alternative emerging economies. 

Lydia Jett, SoftBank Investment Advisers Managing Partner
Interviewer: Leslie Picker, CNBC Senior Finance and Banking Reporter

3:50PM


ALPHA ALTERNATIVES

As alternative assets become a more integral part of the investing landscape,
two leading managers in this space explore the latest trends across the
wide-ranging alt ecosystem: private debt, secondaries, hedge strategies, digital
assets and PE-backed minority businesses. While non-traditional assets vary
broadly in structure and accessibility, stepping outside traditional markets
often yields core portfolio diversification and outsize returns. 

Les Brun, Ariel Alternatives Chairman & CEO
Jenny Johnson, Franklin Templeton President & CEO
Moderator: Frank Holland, CNBC “Worldwide Exchange” Anchor, Transports & Tech
Correspondent

4:15PM


ACKMAN ON ALPHA

Bill Ackman is known for his bold moves and investment ideas. In this
wide-ranging interview, we’ll find out where he’s putting money to work now and
get his thoughts on the economy, the markets, possible recession and what he
thinks the 2024 election means for the future of finance.

Bill Ackman, Pershing Square Capital Management CEO
Interviewer: Scott Wapner, CNBC “Fast Money Halftime Report” and “Closing Bell”
Host

4:45PM


NETWORKING RECEPTION

6:00PM


EVENT CONCLUDES




REGISTRATION

FOR MORE INFORMATION ABOUT CNBC DELIVERING ALPHA 2023, PLEASE EMAIL
EVENTS@CNBC.COM TO CONNECT WITH OUR AUDIENCE TEAM. 




SPONSORS




APP PARTNER




CHARITABLE PARTNER




ADVISORY BOARD

Tina Byles Williams

Founder, CEO & Chief Investment Officer, Xponance

Mary Callahan Erdoes

CEO, J.P. Morgan Asset & Wealth Management

Dawn Fitzpatrick

CEO & Chief Investment Officer, Soros Fund Management LLC

Suni Harford

President, UBS Asset Management

Lydia Jett

Managing Partner, SoftBank Investment Advisers

Jenny Johnson

CEO, Franklin Templeton

Katie Koch

President & CEO, TCW

Rebecca Patterson

Council for Economic Education, Board Chair,

Dina Powell McCormick

Vice Chairman & President of Global Client Services, BDT & MSD Partners

Show All


GALLERY




CONTACT

SPONSORSHIP OPPORTUNITIES

SPEAKER + EDITORIAL SUBMISSIONS

INTERNATIONAL INQUIRIES

PRESS + MEDIA INQUIRIES

GENERAL INQUIRIES

GET IN TOUCH
 * 
 * 
 * newsletter signup
 * podcasts
 * speaker submissions

 * cnbc.com
 * terms + conditions
 * privacy policy
 * do not sell my personal information
 * ca notice
 * contact us




BILL ACKMAN

Bill Ackman is the CEO of Pershing Square Capital Management, L.P., an
SEC-registered investment adviser founded in 2003. Mr. Ackman is Chairman of The
Howard Hughes Corporation (NYSE:HHC) and a member of the board of Universal
Music Group N.V. (NA:UMG).

He serves as a member of the Investor Advisory Committee on Financial Markets
for the Federal Reserve Bank of New York, and a member of the Board of Dean’s
Advisors of the Harvard Business School.

Mr. Ackman is co-trustee of the Pershing Square Foundation, a family foundation,
that supports exceptional leaders and innovative organizations tackling
important social issues and delivering scalable and sustainable impact across
the globe.

×


MARK DELANEY

Mark is Chief Investment Officer and Deputy Chief Executive of AustralianSuper,
acting as an advisor to the board and responsible for the strategic direction
and performance of the Fund’s investment program. Mark started in the role of
Deputy Chief Executive and Chief Investment Officer of AustralianSuper on 1 July
2006, the date Australian Super commenced operation. Prior to this, Mark was
Chief Executive of the Superannuation Trust of Australia (STA) for three years
before the merger with ARF to form AustralianSuper. Before AustralianSuper, Mark
worked for 14 years at National Mutual/AXA, first as an Economist and later as
Senior Manager of Investment Services. He previously spent four years working as
an Economist in the Federal Department of Treasury. Mark is currently a Director
on the IFM Investor Advisory Board. He has a Bachelor of Economics (Hons) and
holds the Chartered Financial Analyst (CFA) designation.

×


TINA BYLES WILLIAMS

Tina Byles Williams is Chief Executive Officer, Chief Investment Officer and
Founder of Xponance®, a $14 billion multiple strategy investment company which
is one of the largest diverse and woman-owned investment firms in the United
States. She founded FIS Group, the predecessor firm to Xponance®, 25 years ago
and has over 36 years of investment experience. Tina is the Chief Investment
Officer and Lead Portfolio Manager for the firm’s active global equity
strategies and a member of the Investment Committee for the firm’s Private
Market Strategies. As Chief Investment Officer, she chairs the firm’s Investment
Committee and oversees the firm’s fixed income and equity platforms. As lead
portfolio manager for the firm’s active global equity multi-manager strategies,
she oversees all investment strategy, manager search and disposition decisions.
Tina is widely regarded as a trailblazer in the field of identifying and
investing with talented entrepreneurial investment management firms, many of
which are diverse and women-owned.

Tina served as Chief Investment Officer to the City of Philadelphia’s $2.5
billion Board of Pensions and Retirement. Prior to her work with the Board of
Pensions and Retirement, Tina was the Investment Officer for the $300 million
Philadelphia Gas Works Pension Fund.

Tina is a member of the Advisory Board for the Strategic Capital Group of
Investcorp, a $38 billion global alternatives investment firm. She is a member
of the Eisenhower Fellowships Board and serves on both its Executive Committee
and its Investment Committee. Tina is a former board member of the Vantage Trust
Company, a provider of 401 defined contribution and 457 deferred compensation
retirement plans. She is also a former board member and Chairman of the
Investment Committee for VTC’s parent company, Mission Square Retirement
Corporation (formerly ICMA Retirement Corporation), a provider of retirement
services with over $50 billion under management and administration. Tina is also
a leader in her community and sits on the Center City District Board and
previously sat on the Pennsylvania Intergovernmental Cooperation Authority,
which oversees the City of Philadelphia’s financial plans. Between 2011 and
2015, she served as a board member and chaired the Research Committee of the
National Women’s Business Council, a federal advisory council created to serve
as an independent source of advice and counsel to the President, Congress and
the U.S. Small Business Administration on economic issues of importance to women
business owners.

Tina is the chairman and driving force behind Xponance’s philanthropic entity, A
Good Measure Foundation, which provides financial literacy education to inner
city youth and supports programs designed to empower impoverished or
marginalized women or children in the United States and internationally.

Tina is a recipient of several industry awards and has been quoted and featured
in several national and global finance publications such as the Wall Street
Journal, Reuters, Institutional Investor, Bloomberg, Market Watch, Value Walk
and Pensions and Investments. She has also appeared on various business
programs, such as Bloomberg GO and CNBC’s Squawk Box.

Tina completed her undergraduate work at New York University where she graduated
Magna Cum Laude and earned her Master’s degree in Public Policy with an emphasis
in Finance from Harvard University.

×


KATIE KOCH

Ms. Koch is President and Chief Executive Officer of TCW and serves as a member
of the Board of Directors. In this role, she is responsible for the strategic
direction and overall day-to-day management of the Firm. Prior to joining TCW in
2023, Ms. Koch spent 20 years with Goldman Sachs in the Asset Management
Division (AMD), where she was a Partner and most recently served as Chief
Investment Officer of the $300 billion Public Equity business and as a member of
the AMD executive committee. Previously, she was based in London for 10 years
where she held several leadership roles including Head of the Multi-Asset
Solutions business internationally.
Ms. Koch currently serves as a board member for The Investment Fund for
Foundations (TIFF), The Investment Company Institute (ICI), the Toigo Foundation
and The Spence School. She also serves as a Co-Chair of the University of Notre
Dame Wall Street Leadership Committee and the advisory board of the Notre Dame
Institute for Global Investing (NDIGI). Ms. Koch was named a Young Global Leader
with the World Economic Forum.

Ms. Koch earned her Bachelor of Arts degree in Economics and Literature at the
University of Notre Dame.

×


MICHAEL AROUGHETI

Mr. Arougheti is a Co-Founder of Ares and the Chief Executive Officer and
President, as well as a Director of Ares Management Corporation. He is a member
of the Ares Executive Management Committee, the Ares Enterprise Risk Committee
and is on the Board of Directors of the Ares Charitable Foundation. He
additionally serves as Co-Chairman of Ares Capital Corporation ("ARCC"),
Co-Chairman of Ares Acquisition Corporation ("AAC") and as a director of Ares
Commercial Real Estate Corporation ("ACRE"). Mr. Arougheti also is a member of
the Ares Credit Group's U.S. Direct Lending and Pathfinder Investment
Committees, the Ares Equity Income Opportunity Strategy Portfolio Review
Committee and the Ares Sports, Media and Entertainment Investment Committee.
Prior to joining Ares in 2004, Mr. Arougheti was employed by Royal Bank of
Canada ("RBC") from 2001 to 2004, where he was a Managing Partner of the
Principal Finance Group of RBC Capital Partners and a member of the firm's
Mezzanine Investment Committee. Mr. Arougheti oversaw an investment team that
originated, managed and monitored a diverse portfolio of middle-market leveraged
loans, senior and junior subordinated debt, preferred equity and common stock
and warrants on behalf of RBC and other third-party institutional investors. Mr.
Arougheti joined RBC in October 2001 from Indosuez Capital, where he was a
Principal and an Investment Committee member, responsible for originating,
structuring and executing leveraged transactions across a broad range of
products and asset classes. Prior to joining Indosuez in 1994, Mr. Arougheti
worked at Kidder, Peabody & Co., where he was a member of the firm's Mergers and
Acquisitions Group. Mr. Arougheti also serves on the board of directors of
Operation HOPE, a not-for-profit organization focused on expanding economic
opportunity in underserved communities through education and empowerment.
Additionally, Mr. Arougheti is a member of the PATH Organization Leadership
Council. Mr. Arougheti received a B.A. in Ethics, Politics and Economics, cum
laude, from Yale University.

×


JASE AUBY

Jase Auby is Chief Investment Officer for the Teacher Retirement System of
Texas. Appointed CIO in December 2019, Mr. Auby has oversight over one of the
largest investment funds ($179 billion) in the world. The Trust's asset
allocation consists of Global Equity (54%), Stable Value (includes fixed income
and hedge funds, 21%), Real Return (21%) and Risk Parity (8%). The allocation
sums to 104% and therefore has leverage at the asset allocation level. Private
asset classes within the allocation total 35% and include private equity, real
estate as well as energy, natural resources and infrastructure. TRS is a pioneer
among U.S. funds having opened a foreign office in London in 2015. TRS is
headquartered in Austin, TX and provides retirement benefits to more than 1.9
million active and retired educators and targets a long term return of 7.00%.

Prior to his current role as CIO, Mr. Auby was Deputy Chief Investment Officer,
Chief Risk Officer, Co-Chairman of the Management Committee, and head of the
Risk Group responsible for managing and budgeting the risk of the overall
investment Fund. He oversaw the development and management of innovative
investment strategies including risk parity, low volatility equity, reinsurance
and currency management.

Prior to joining TRS in 2009, Mr. Auby worked with two startup companies in
Austin, TX. Before then, he structured credit securitizations as a part of the
structured credit group at Lehman Brothers. Mr. Auby began his career in an
investment management industry resource group as a part of the fixed income
division at Goldman Sachs. He received a BS in electrical and computer systems
engineering from Harvard College and he is a CFA charter holder.

×


LES BRUN

Les Brun is Chairman and Chief Executive Officer of Ariel Alternatives, LLC.
Additionally, he chairs the Investment Committee for the Firm. Les is also
Chairman and Chief Executive Officer of Sarr Group, LLC, a diversified holding
company for his investments, as well as Senior Advisor to G100 and World 50, a
private platform of peer-to-peer communities for senior most executives and
directors from some of the world’s largest companies. Previously, he was a
Managing Director in the New York office of CCMP Capital Advisors. Les also
founded and was Chairman Emeritus of Hamilton Lane, the world’s leading Private
Equity advisory and management firm. He was also a member of the board of
directors of the Richcourt Group, a Hamilton Lane company specializing in hedge
fund of funds management.

Les is currently Lead Director of Broadridge Financial Solutions, Inc. (NYSE
“BR”), where he was formerly Chairman of the Board of Directors. He also serves
on the Board of Directors of Corning, Inc. (NYSE “GLW”). Les was formerly Lead
Director of Merck & Co., Inc. (NYSE “MRK”) until August 2021, Chairman of the
Board of Director of CDK Global, Inc. (NASDAQ “CDK”) until July 2022, Chairman
of the Board of Directors of Automatic Data Processing, Inc. (NYSE “ADP”) until
November 2015, and Chair of the Compensation Committee of Hewlett Packard
Enterprise (NYSE “HPE”). He is also a Member of the Council on Foreign
Relations. In addition, he was Chairman of the U.S. Small Business
Administration’s S.B.I.C. Advisory Council, and a member of the Committee for
the Reinvention of the S.B.A.

Les has over 42 years of investment banking, commercial banking and financial
advisory experience.

Les holds a B.S. from the State University of New York at Buffalo, where he has
been recognized as a Distinguished Alumnus, and is a former Trustee of the
University at Buffalo Foundation, Inc. He is also a former Trustee of Widener
University, as well as Episcopal Academy in Merion, PA. Les was recognized by
the NACD as one of America’s top 100 Corporate Directors in 2015 and most
recently inducted into the 2019 Business Hall of Fame for Philadelphia
Inquirer’s Industry Icons.

×


EDWIN CASS

As CPP Investments’ Chief Investment Officer, Edwin (Ed) D. Cass works closely
with the CEO, the Chief Financial and Risk Officer and Investment Department
leaders to strengthen the organization’s investment governance with the aim of
generating greater performance gains.

He Joined CPP Investments in 2008, initially heading the Global Capital Markets
group during the financial crisis. He subsequently headed the Global Corporate
Securities group and then the Global Tactical Asset Allocation team, all within
the Public Market Investments department. Ed served as Chief Investment
Strategist and Head of Total Portfolio Management from 2014 to 2017 and was most
recently the Global Head of Real Assets.

With over 25 years of investment experience, Ed previously held senior positions
at Fortress Management Group, Deutsche Bank Canada and TD Securities.

Ed holds a BS (Hons) in Theoretical Physics from Queen’s University and a
Bachelor of Laws (LLB) degree from York University’s Osgoode Hall Law School.

×


MARY CALLAHAN ERDOES

Mary Callahan Erdoes is Chief Executive Officer of J.P. Morgan's Asset & Wealth
Management division, a global leader in investment management and private
banking, with $2.8 trillion in client assets. She is also a member of JPMorgan
Chase & Co.'s Operating Committee.

Erdoes joined J.P. Morgan in 1996 from Meredith, Martin & Kaye, a fixed-income
specialty advisory firm. Previously, she worked at Bankers Trust in corporate
finance, merchant banking and high-yield debt underwriting.

She is a board member of Robin Hood, the U.S. Fund for UNICEF and the U.S.-China
Business Council. She also serves on the Federal Reserve Bank of New York’s
Investor Advisory Committee on Financial Markets.

Erdoes earned a BS in mathematics from Georgetown University and an MBA from
Harvard Business School. She lives in New York City with her husband and three
daughters.

×


DAMIEN DWIN

Damien Dwin is the Founder and Chief Executive Officer of Lafayette Square.

Previously, Damien served as Co-Founder and Co-CEO of Brightwood Capital
Advisors from its founding in 2010 to October 2020. 

Damien began his career as a trader with Goldman Sachs, New York & London, there
earning the Michael P. Mortara Award for Innovation. At Credit Suisse, he was
the Co-Founder and Head of the North American Special Opportunities business
until 2010. Damien also served on the Vice President Selection Committee and led
the Fixed Income Division Credit Training Program. 

He is an active thought leader on place-based investing, mass incarceration, and
the use of capitalism for good. He has written for Financial Times,
Entrepreneur, and Inc.com. 

Damien currently serves as Chair of the Board of Trustees for Vera Institute of
Justice. He also serves on the non-profit boards of Lincoln Center for the
Performing Arts, Children’s Hospital of Philadelphia, Studio Museum in Harlem,
National Trust for Historic Preservation, Woodberry Forest School, and Boys’
Club of New York. He is also a Council Member of the Smithsonian National Museum
of African American History and Culture.

Damien received a B.S./B.A. from Georgetown University where he served two terms
on the Board of Regents. 

×


DAWN FITZPATRICK

Ms.Fitzpatrick is the Chief Executive Officer and Chief Investment Officer of
Soros Fund Management LLC, in this capacity she heads the firm with oversight
for both investment and non-investment personnel. Prior to joining Soros in
2017, Dawn spent 25 years at UBS and its predecessor organizations, where most
recently she was Head of Investments for UBS Asset Management. In that role, she
had global responsibility for overseeing active and passive strategies across
asset classes, comprising over $500 billion of client capital. Prior to that she
was CEO and CIO of the O’Connor hedge fund business. Dawn began her career as a
clerk on the American Stock Exchange and then a trader on the Chicago Board of
Options exchanges. During her tenure, she served as head of various direct
investment teams specializing in equities, convertible corporate bond arbitrage,
and merger arbitrage, as well as derivatives across asset classes. At UBS, Ms.
Fitzpatrick was a Group Managing Director, and served as a member of the UBS
Asset Management Executive Committee.

Ms. Fitzpatrick currently serves on the Open Society Foundations' Economic
Justice Program Advisory Board, the Federal Reserve Bank of New York's Investor
Advisory Committee on Financial Markets, the Advisory Council of The Bretton
Woods Committee, and as a non-executive Director on the Barclays Board. Ms.
Fitzpatrick received her Bachelor of Science in Economics from the University of
Pennsylvania’s Wharton School of Business.

×


BRAD GERSTNER

Brad is the Founder and CEO of Altimeter, a life-cycle technology investment
firm based in Silicon Valley that manages public and private portfolios. Brad
has worked in technology for 25 years - as a securities lawyer; a founding
principal at the venture firm General Catalyst; as a three-time co-founder where
he raised significant venture funding and sold all three businesses (to IAC,
Google and Marchex); and as a Portfolio Manager for PAR Capital. He was born in
Indiana, studied at Wabash College, Oxford University, Indiana University School
of Law and Harvard Business School. He has personally participated in more than
100 IPOs as a sponsor, anchor and investor. Brad’s notable deals include
Snowflake, Mongo, Cockroach, Bytedance, Gusto, Unity, Okta, dbt, Modern
Treasury, EPIC Games, Orbitz, Hotel Tonight and Zillow (while at PAR Capital).

×


SUNI HARFORD

Suni Harford was appointed President Asset Management in 2019 and is the Chair
of UBS Optimus Foundation. Ms. Harford has been the UBS GEB lead for
Sustainability and Impact since May 2021. She started her Wall Street career at
Merrill Lynch & Co., in investment banking, before embarking on a 24-year career
at Citigroup Inc., the last nine years of which she was the Regional Head of
Markets for North America. Ms. Harford then joined UBS, bringing with her a
broad experience from across the industry, including in research, client
coverage and risk management, and successfully led UBS Asset Management’s
integrated investments capabilities, driving performance for its clients.

×


LYDIA JETT

Lydia Jett is a Managing Partner at SoftBank Investment Advisers (SBIA) where
she helps lead the firm's US Consumer Internet and Global eCommerce Sectors.
Lydia has led and represents Softbank on the Board of Directors of the firm's
global eCommerce investments including Coupang (NYSE: CPNG), Fanatics, Flipkart
and GoTo. Additionally, Lydia has led and represents Softbank on the Board of
Directors of Andela, Block, Candy, Embark, Klook, LTK, Misfits Market, mmhmm,
Pacaso, Papa, Perch, The Sandbox. Prior to SBIA, Lydia was a senior member of
the investment team at SoftBank Group Corp International where she led SBGl's
investments in Guardant Health (Nasdaq: GH), 10X Genomics (Nasdaq: TXG) and
Fetch Robotics (sale to Zebra) and represented Softbank on the board of inMobi.
Previously, Lydia was a Vice President at M/C Partners, a growth equity firm,
and an Associate at Goldman Sachs in the Principal Investment Area where she
invested across media and technology sectors. She started her career at
JPMorgan. In addition, she is an independent board member of Ozon (Nasdaq: Ozon)
and on the Venture Advisory Board of Silicon Valley Bank. Lydia is a graduate of
the Stanford Graduate School of Business, the London School of Economics and
Smith College.

×


JENNY JOHNSON

Jenny Johnson is President and Chief Executive Officer of Franklin Templeton. In
a career at Franklin Templeton spanning over 30 years, she has been a key driver
in the company's transformation to what is now one of the most respected global
firms focused on investment management, technology, innovation, diversity and
corporate and social responsibility.
Ms. Johnson joined the firm in 1988 and held leadership roles in all major
divisions of the business, including investment management, distribution,
technology, operations, and high-net-worth, before becoming CEO in February
2020. She led the historic acquisition of Legg Mason in 2020, with the combined
organization managing approximately $1.5 trillion in assets globally.
Ms. Johnson has been named to Barron's list of the 100 Most Influential Women in
U.S. Finance for four consecutive years, most recently in 2023. Forbes named Ms.
Johnson to its World's 100 Most Powerful Women and 50 Over 50 lists in 2022,
highlighting women across industries with impressive achievements. American
Banker recognized her as one of the Most Powerful Women in Finance. Ms. Johnson
was named 2021 Woman of the Year by Financial Women of San Francisco. She has
been named one of Money Management Executive's Top Women in Asset Management and
was chosen by her peers as one of Ignites' Most Influential Women in Fund
Management.
Ms. Johnson serves on a variety of boards associated with the investment
management industry. She serves on the International Advisory Panel of the
Monetary Authority of Singapore and is a member of the NYSE Board Advisory
Council. In 2023, Ms. Johnson was appointed to the U.S.-Brazil CEO Forum, which
provides recommendations to the U.S. and Brazilian governments on how to
strengthen bilateral economic and commercial ties. She is a member of the board
of directors of Catalyst and serves on the advisory board of Black Capital and
Democracy Investments. 

Additionally, Ms. Johnson serves on a number of boards
aligned to her personal and philanthropic interests. She is a board member of
the Memorial Sloan Kettering Cancer Foundation. She also serves as a member of
the advisory board of The Creative Coalition, and a board member of the JMT
Wilderness Conservancy and the Carolands Foundation. Previously, Ms. Johnson has
served on various other boards, including the Lucille Packard Children's
Hospital and the San Francisco Giants. 

Ms. Johnson earned her B.A. in
economics from the University of California at Davis.

×


KATHLEEN MCCARTHY

Kathleen McCarthy is the Global Co-Head of Blackstone Real Estate. Blackstone is
the largest owner of commercial real estate globally with a $585 billion real
estate portfolio and $332 billion in investor capital under management (as of
March 31, 2023). Blackstone Real Estate is an industry leader in opportunistic,
core plus and debt investing across North America, Europe and Asia. Ms. McCarthy
focuses on driving performance and growth for Blackstone’s Real Estate business.

Ms. McCarthy previously served as Global Chief Operating Officer of Blackstone
Real Estate. Before joining Blackstone in 2010, Ms. McCarthy worked at Goldman
Sachs, where she focused on investments for the Real Estate Principal Investment
Area. Ms. McCarthy began her career at Goldman Sachs in the Mergers &
Acquisitions Group.

Ms. McCarthy received a BA with Distinction from Yale University. She serves on
the Boards of City Harvest, the Real Estate Roundtable, the PREA Foundation, and
the Blackstone Charitable Foundation, and is the President of the Board of
Trustees of The Nightingale-Bamford School.

×


RAYMOND MCGUIRE

Raymond J. McGuire was named President of Lazard in April 2023. Prior to joining
Lazard, Mr. McGuire held a 13-year term as Citigroup’s Global Head of Corporate
and Investment Banking, the longest tenure for this position in the history of
Wall Street. Afterwards, he was the Vice Chairman of Citigroup and Chairman of
Citi’s Banking, Capital Markets and Advisory business. Previously, Mr. McGuire
was the Global Co-Head of Mergers & Acquisitions at Morgan Stanley, a Managing
Director in the Mergers & Acquisitions Group of Merrill Lynch & Co., Inc and was
one of the original members of Wasserstein Perella & Co., Inc. He started his
career in 1984 in the Mergers & Acquisitions Group of The First Boston
Corporation.

Mr. McGuire is currently a member of the corporate boards of the Hess
Corporation and Vornado Realty Trust. He was formerly a board member of KKR &
Co., Inc. He holds leadership roles on several not-for-profit boards including:
the American Museum of Natural History, the Black Trustee Alliance for Art
Museums, the Hotchkiss School, the New York Public Library, the Regional Plan
Association (Chairman), the Studio Museum in Harlem (Chairman), and the Whitney
Museum of American Art. He received his M.B.A. and J.D. from Harvard Business
School and Harvard Law School and an A.B. from Harvard College.

×


ARMEN PANOSSIAN

Mr. Panossian is Oaktree’s incoming co-Chief Executive Officer and Head of
Performing Credit, where his responsibilities include oversight of the firm’s
liquid and private credit strategies. He also serves as a portfolio manager
within Oaktree’s Global Private Debt and Global Credit strategies. Mr. Panossian
joined Oaktree’s Global Opportunities group in 2007. In January 2014, he joined
the U.S. Senior Loan team to assume co-portfolio management responsibilities and
lead the development of Oaktree’s CLO business. He became head of all performing
credit in 2019. Mr. Panossian joined Oaktree from Pequot Capital Management,
where he worked on their distressed debt strategy. Mr. Panossian holds a B.A.
degree in economics with honors and distinction from Stanford University, where
he was elected to Phi Beta Kappa; an M.S. degree in health services research
from Stanford Medical School; a J.D. degree from Harvard Law School; and an
M.B.A. from Harvard Business School. Mr. Panossian serves on the Advisory Board
of the Stanford Institute for Economic Policy Research. He is a member of the
State Bar of California.

×


REBECCA PATTERSON

Rebecca Patterson is a globally recognized investor and macro-economic
researcher with more than 25 years’ experience studying how politics and policy
intersect with economic trends to drive financial markets.

Most recently, Rebecca was Chief Investment Strategist and an executive
committee member for Bridgewater Associates, the world’s largest hedge fund. In
that role, Rebecca shaped the firm’s research agenda across geographies and
asset classes, oversaw development of new strategies to help large institutional
clients solve their most pressing challenges, and shared her insights via
Bridgewater’s Daily Observations publication.

Previously, Rebecca was Chief Investment Officer of Bessemer Trust, overseeing
$85 billion in client assets. During her time there, Rebecca was a member of the
firm’s Management Committee and helped launch their Diversity & Inclusion
Committee. Before joining Bessemer in 2012, Rebecca spent more than 15 years at
JPMorgan. There she worked as a researcher in the firm’s investment bank in
Europe, Singapore and the U.S. She also served as Chief Investment Strategist in
the asset management arm of the firm and ran the Private Bank’s global currency
and commodity trading desk. Rebecca’s transition to finance came after several
years working as a journalist, covering financial markets, policy and politics
in the U.S. and Europe.

Rebecca is currently a member of the Council on Foreign Relations and the
Economic Club of New York. She has served on the New York Federal Reserve’s
Investor Advisory and Foreign Exchange committees. She also serves on the
University of Florida’s Investment Corporation Advisory Board and was Chair of
the Board for three years. She currently chairs the Council for Economic
Education and is a member of the board of the Bretton Woods Committee. Rebecca’s
insights are frequently sought after by the media; she co-hosted the first-ever
television program dedicated to foreign-exchange markets: CNBC’s “Money in
Motion.”

Rebecca holds an M.B.A. from New York University, an M.A. in International
Relations from the Johns Hopkins University School of Advanced International
Studies, and a B.S. in Journalism from the University of Florida. She was
included in American Banker’s list of Most Powerful Women in Finance for six
consecutive years and was named to Forbes’ 50 over 50 in 2022.

×


DINA POWELL MCCORMICK



×


RICK RIEDER

Rick Rieder, Managing Director, is BlackRock's Chief Investment Officer of
Global Fixed Income, Head of the Global Allocation Investment Team in the
Multi-Asset Strategies Group, a member of BlackRock's Global Operating Committee
and Chairman of the firm-wide BlackRock Investment Council.

Before joining BlackRock in 2009, Mr. Rieder was President and Chief Executive
Officer of R3 Capital Partners. He served as Vice Chairman and member of the
Borrowing Committee for the U.S. Treasury and is currently a member of the
Federal Reserve Bank of New York's Investment Advisory Committee on Financial
Markets.

Mr. Rieder currently serves on the Alphabet/Google Investment Advisory Committee
and the UBS Research Advisory Board. He was awarded the Global Unconstrained
Fixed Income Manager of the Year for 2015 by Institutional Investor, was
nominated for Fixed Income Manager of the Year by Institutional Investor for
2014 and was inducted into the Fixed Income Analysts Society Fixed Income Hall
of Fame in 2013.

From 1987 to 2008, Mr. Rieder was with Lehman Brothers, most recently as head of
the firm's Global Principal Strategies team, a global proprietary investment
platform. He was also global head of the firm's credit businesses, Chairman of
the Corporate Bond and Loan Capital Commitment Committee, and a member of the
Board of Trustees for the corporate pension fund. Before joining Lehman
Brothers, Mr. Rieder was a credit analyst at SunTrust Banks in Atlanta.

Mr. Rieder earned a BBA degree in Finance from Emory University in 1983 and an
MBA degree from The Wharton School of the University of Pennsylvania in 1987. He
is a member of the board of Emory University, Emory's Business School, and the
University's Finance Committee, and is the Vice Chairman of the Investment
Committee. Mr. Rieder is founder and chairman of the business school's BBA
investment fund and community financial literacy program.

Mr. Rieder serves as Chairman of the Board of North Star Academy's thirteen
Charter Schools in Newark, New Jersey and is the Founder and Chairman of the
Board of Graduation Generation Public School Collaboration in Atlanta. He is a
Trustee for the US Olympic Foundation, and is on the International Advisory
Council and Board of Advisors for the Hospital for Special Surgery. He serves on
the National Leadership Council of the Communities in Schools Educational
Foundation and on the board of Big Brothers/Big Sisters of Newark and Essex
County Mr. Rieder was honored at the Choose Success Awards ceremony in Atlanta
in 2015 for his dedication to public education in Atlanta through CIS and
Graduation Generation.


×


KC SULLIVAN

KC Sullivan is President of CNBC, the recognized world leader in business news.
He is responsible for the network’s TV and Digital news operations, original
primetime programming and subscription products. A thirteen-year veteran of
NBCUniversal, Sullivan has spent more than a decade in leadership roles across
the company’s portfolio in both the U.S. and overseas.

Most recently, Sullivan served as President & Managing Director of Global
Advertising & Partnerships for NBCUniversal based in London. In that role, he
created the Global Partnerships team, which tripled revenue during his tenure,
and established a strong partnership with Sky Media in the United Kingdom,
Italy, and Germany and formed a new partnership with the RTL Ad Alliance.

Before that, Sullivan spent seven years as President and Managing Director of
CNBC International, responsible for managing and growing CNBC’s assets in
Europe, the Middle East, Africa (EMEA) and the Asia Pacific region. While there,
he opened bureaus in Abu Dhabi, Dubai, and China, launched partnerships in
Indonesia and Thailand, and created “East Tech West,” a multi-year,
industry-leading tech event in the Guangdong region of China.

He first joined NBCUniversal in 2009, serving as CNBC’s Chief Financial Officer
where he led the company’s global financial operations. Three years later, he
became CFO for the NBCUniversal News Group, where he was responsible for the
finance operation across all television, cable and digital news properties.

Sullivan began his career at General Electric as part of the company’s Financial
Management Program in GE Plastics before moving on to larger roles across the
organization in departments including GE’s Corporate Audit Staff and GE
Healthcare Medical Diagnostics.

Sullivan holds a bachelor’s degree in History from the College of the Holy Cross
in Worcester, MA.

×


MORGAN BRENNAN

Morgan Brennan is co-anchor of CNBC’s “Closing Bell: Overtime” (M-F, 4PM-5PM
ET), which broadcasts live from CNBC’s global headquarters in Englewood Cliffs,
N.J. Previously, she was co-anchor of the 10AM ET hour on CNBC’s “Squawk on the
Street” and co-anchor of CNBC’s “Squawk Alley” She joined the network in
December 2013 as a general assignment reporter based at CNBC Global Headquarters
in Englewood Cliffs, N.J., and continues to cover a variety of sectors,
including manufacturing, and defense and space. She is also host of the CNBC
podcast, Manifest Space.

Prior to joining CNBC, Brennan was a staff writer and reporter for Forbes Media
where she reported for Forbes Magazine, ForbesLife Magazine and Forbes.com, most
recently covering real estate. She began her career at Forbes in 2009, holding
several positions including anchor/reporter and producer for the Forbes Video
Network, covering a wide range of business and finance topics.

Previously, Brennan was a regular guest on a variety of networks discussing
business and economic stories and also interned at Newsweek International, where
she was a fact-checker and contributing writer.

Brennan has interviewed billionaires, heads of state, thought leaders and chief
executives of multibillion-dollar corporations and her profile story on Equity
Group Investments chairman Sam Zell was one of five magazine covers featured on
the 2013 Forbes 400 issue.

Brennan is a board member of the non-profit City Year New York. She graduated
summa cum laude from New York University, majoring in Social Science with a
double concentration in Anthropology and Media Studies.

×


SARA EISEN

Sara Eisen is anchor of CNBC’s “Closing Bell” (M-F, 3PM-4PM ET). She is known
for her deep expertise in financial markets and the global economy as well as
regular news making interviews with some of the most prominent names in the
financial world, including Phil Knight, Leon Black, Janet Yellen and Christine
Lagarde, among others.

Previously, Eisen was co-anchor of the 10AM ET hour on CNBC’s “Squawk on the
Street” (M-F, 9AM-11AM ET), which broadcasts from Post 9 at the New York Stock
Exchange. Before that, she was co-anchor of CNBC’s “Power Lunch” (M-F, 2PM-3PM
ET) and co-anchor of CNBC’s “Worldwide Exchange” (M-F, 5AM-6AM ET), both of
which broadcast from CNBC Global Headquarters in Englewood Cliffs, N.J. She
joined CNBC in December 2013 as a correspondent, focusing on the global
consumer.

Prior to CNBC, Eisen was co-anchor of “Bloomberg Surveillance” as well as a
correspondent for Bloomberg Television, where she covered global macroeconomics,
policy and business. During that time, she covered the European debt crisis, the
tsunami aftermath and Fukushima nuclear crisis in Japan. Eisen also hosted the
Bloomberg Radio program, “On the Economy.”

She is the editor of “Currencies After the Crash: The Uncertain Future of the
Global Paper-Based Currency System” published by McGraw-Hill in Jan. 2013.

Eisen holds a master’s degree in broadcast journalism with a concentration in
business reporting from the Medill School of Journalism at Northwestern
University.

×


FRANK HOLLAND

Frank Holland is anchor of CNBC’s “Worldwide Exchange” (M-F, 5AM-6AM ET), which
broadcasts from CNBC Global Headquarters in Englewood Cliffs, N.J.

He is also a Transports & Tech Correspondent for the network. Holland focuses on
reporting and executive interviews for cloud computing, enterprise software and
cybersecurity companies in the technology sector as well as trucking, e-commerce
and shipping companies in the supply chain sector. Previously, he was a general
assignment reporter for CNBC starting in September 2018.

During his time at the network, Holland has covered a wide range of national
stories including: the first shipments of the COVID-19 vaccine, the death of
George Floyd, Hurricane Ida and the first Kentucky Derby after the pandemic.

Holland also covers Diversity, Equity and Inclusion under CNBC’s Equity and
Opportunity brand including the 100th Anniversary of Black Wall Street,
diversity in tech and various network specials.

Before joining CNBC, Holland was an anchor and reporter at NBC Boston and WCVB
in Boston covering national stories and major local news including the famous
“28-3” Patriots Super Bowl victory, The “Texting-Suicide” trial and the Boston
Marathon. Holland also enterprise original series and hosted live events,
including “Black in Boston”, a weekly business segment and the NBC Education
Town Hall in Boston.

Prior to Boston, Holland spent three years as an anchor/reporter at WGN-TV in
Chicago, where he covered the presidential inauguration of Barack Obama, the
Republican and Democratic national conventions, as well as the National College
Football Championship. He also held positions at NBC Affiliate WDIV in Detroit,
News 12 in New York, and spent several years in television news in both the
Virgin Islands and Alaska.

Holland holds a Master’s Degree in Business Administration from Bentley
University and a Bachelor of Arts in Political Science from the University of
Pittsburgh. He is a proud member of Kappa Alpha Psi Fraternity, Inc., the Urban
League and the National Association of Black Journalists.

×


MELISSA LEE

Melissa Lee is the host of CNBC’s “Fast Money” (Monday-Thursday, 5PM-6PM ET;
Friday, 5PM-5:30PM ET), which originates from the Nasdaq’s MarketSite studio in
New York’s Times Square. “Fast Money” gives you the information normally
reserved for the Wall Street trading floor, enabling you to make decisions that
can make you money. She is also the host of “Options Action,” (Friday, 5:30PM
ET), a weekly half-hour program that explains the advantages of options trading.

In addition, Lee is a member of the ensemble cast of CNBC’s “Power Lunch” (M-F,
2PM-3PM ET).

Previously, Lee was co-anchor of CNBC’s “Squawk on the Street” and host of
“Money in Motion Currency Trading” and "Option's Action". She also covered
investment banking, hedge funds and private equity for the network.

Lee has reported one-hour documentaries for the network, including “Rise of the
Machines (2013),” “Code Wars: America’s Cyber Threat”(2011), ”Coca-Cola: The
Real Story Behind the Real Thing” (2009) and ”Porn: Business of Pleasure”
(2009). In 2008, Lee reported and anchored a one-hour documentary, “Made in
China: People’s Republic of Profit,” from Beijing and Shanghai. She reported
extensively for the network on China from the country’s growth to its challenges
to the opportunities for U.S. businesses.

Lee received a 2010 Gracie Award for Outstanding Host-News and a Gerald Loeb
Award nomination in 2009 for a CNBC Special Report: “Is Your Money Safe? The
Fall of Lehman Brothers,” for which she co-anchored. Lee also has been nominated
for two Emmy awards in Business News. In 2007, she was recognized for her
report, “The $50M Con,” about a college student-turned scammer who ran a fake
hedge fund and was ultimately caught by the FBI. And in 2003, she was nominated
for her reporting on the proxy voting of mutual funds.

Prior to joining CNBC in 2004, Lee worked for Bloomberg Television and CNN
Financial News.

Before her career in television, Lee was a consultant at Mercer Management
Consulting. Her cases focused on the banking and credit card sectors.

Lee graduated with honors from Harvard College with a bachelor of arts in
government. She also served as Assistant Managing Editor of the Harvard Crimson.

×


STEVE LIESMAN

As CNBC's senior economics reporter, Steve Liesman reports on all aspects of the
economy, including the Federal Reserve and major economic indicators. He appears
on "Squawk Box" (M-F, 6AM-9AM ET), as well as other CNBC programs throughout the
business day.

Liesman joined CNBC from The Wall Street Journal where he served as a senior
economics reporter covering monetary policy, international economics, academic
research and productivity. At the Journal, Liesman previously worked as an
energy reporter, and Moscow bureau chief. He won an Emmy for his coverage of the
financial crisis and was a member of the reporting team recognized with a
Pulitzer Prize for stories chronicling the crash of the Russian financial
markets.

Prior to joining the Journal in 1994, Liesman was the business editor for The
Moscow Times, where, as the founding business editor for the country's first
English-language daily newspaper, he helped create the publication's stock
index, which was the country's first. Liesman also has worked as a business
reporter for both the St. Petersburg Times in St. Petersburg, Fla., and The
Sarasota Herald-Tribune in Sarasota, Fla.

Liesman holds an M.S. from Columbia University Graduate School of Journalism and
a B.A. in English from the State University of New York, Buffalo.

×


TYLER MATHISEN

Tyler Mathisen co-anchors CNBC's "Power Lunch" (M-F, 1PM-3PM ET), one of the
network's longest running program franchises. He is also Vice President, Events
Strategy for CNBC, working closely with the network's events team to grow the
rapidly expanding business.

Previously, Mathisen was co-anchor of "Nightly Business Report," an
award-winning evening business news program produced by CNBC for U.S. public
television. In 2014, NBR was named best radio/TV show by the Society of American
Business Editors and Writers (SABEW). Since joining CNBC in 1997, Mathisen has
held a number of positions including managing editor of CNBC Business News,
responsible for directing the network's daily content and coverage. He was also
co-anchor of CNBC's "Closing Bell."

Mathisen has reported one-hour documentaries for the network including "Best
Buy: The Big Box Fights Back," "Supermarkets Inc: Inside a $500 Billion Money
Machine" and "Death: It's a Living." Mathisen was also host of the CNBC series
"How I Made My Millions."

Prior to CNBC, Mathisen spent 15 years as a writer, senior editor and top editor
for Money magazine. Among other duties, he supervised the magazine's mutual
funds coverage, its annual investment forecast issue and its expansion into
electronic journalism, for which it won the first-ever National Magazine Award
for New Media in 1997.

In 1993, Mathisen won the American University-Investment Company Institute Award
for Personal Finance Journalism for a televised series on "Caring for Aging
Parents," which aired on ABC's "Good Morning America." Mathisen served as money
editor of "GMA" from 1991 to 1997. He also won an Emmy Award for a report on the
1987 stock market crash that aired on New York's WCBS-TV.

A native of Arlington,Va., Mathisen graduated with distinction from the
University of Virginia.

×


LESLIE PICKER

Leslie Picker joined CNBC in February 2017 as a reporter covering hedge funds,
private equity and asset management. She is based at CNBC Global Headquarters,
and her reporting appears on television and CNBC’s digital platforms.

Picker has interviewed some of the most prominent investors on CNBC, including
Citadel’s Ken Griffin, Greenlight Capital’s David Einhorn, Omega Advisors’ Leon
Cooperman and Pershing Square’s Bill Ackman. Her investigation into Puerto
Rico’s debt crisis won a Society for Advanced Business Editing and Writing
(SABEW) award and was a finalist for a Gerald Loeb Award in 2018.

Previously, Picker was a reporter at The New York Times where she covered deals.
Her beat encompassed mergers and acquisitions, initial public offerings, venture
capital, private equity, restructuring and shareholder activism. Prior to The
New York Times, Picker was a reporter at Bloomberg News where she reported on
initial public offerings. There, she also contributed to Bloomberg Businessweek,
Bloomberg Television and Bloomberg Radio. Prior to becoming a reporter, Picker
was a segment producer for Bloomberg Television. She began her career as a
booker at Fox Business Network.

Picker graduated magna cum laude from the University of Illinois,
Urbana-Champaign, earning a bachelor’s degree in political science. She also
earned a master’s in journalism from Columbia University, graduating with
honors, and an MBA from New York University’s Stern School of Business, with a
concentration in finance.

×


MICHAEL SANTOLI

Michael Santoli joined CNBC in October 2015 as a Senior Markets Commentator,
based at the network’s Global Headquarters in Englewood Cliffs, N.J. Santoli
brings his extensive markets expertise to CNBC’s Business Day programming, with
a regular appearance on CNBC’s “Closing Bell” (M-F, 3PM-5PM ET). In addition, he
is the host of “Trading Nation” and contributes to CNBC.com and CNBC PRO,
writing regular articles and creating original digital videos.

Previously, Santoli was a Senior Columnist at Yahoo Finance, where he wrote
analysis and commentary on the stock market, corporate news and the economy. He
also appeared on Yahoo Finance video programs, where he offered insights on the
most important business stories of the day, and was a regular contributor to
CNBC and other networks.

Santoli has covered the Wall Street beat for more than 20 years. Prior to
joining Yahoo in 2012, he spent 15 years as a columnist and feature writer for
Barron’s magazine.

From 1993 to 1997, Santoli was a reporter at Dow Jones Newswires, covering the
securities industry, and was awarded two Dow Jones Newswire Awards for
distinguished real time journalism.

He began his journalism career in 1992 as a reporter and editor at Investment
Dealers’ Digest.

Santoli is a graduate of Wesleyan University and lives in New York City.

×


BRIAN SULLIVAN

Brian Sullivan is anchor of CNBC’s “Worldwide Exchange” (M-F, 5AM-6AM ET), which
broadcasts from CNBC Global Headquarters in Englewood Cliffs, N.J. He is also
Senior National Correspondent for the network, covering some of the nation’s
biggest stories.

Most recently, Sullivan was co-anchor of CNBC’s “Power Lunch”(M-F, 1PM-3PM ET).

In his 20 years of financial journalism and television experience, Sullivan has
reported from five continents. He has been twice nominated for the prestigious
Loeb Award; one for being recognized as among the first financial journalists to
highlight the risks of the housing bubble in 2007, and the other for the 2013
CNBC documentary “America’s Gun: The Rise of the AR-15.”

Prior to CNBC, Sullivan served as an anchor at Fox Business News as well as a
producer, reporter and anchor for Bloomberg Television.

Sullivan has a B.A. in political science from Virginia Tech, where he serves on
the Alumni Board, as well as a law degree from Brooklyn Law School. In his free
time, he is an avid race car driver with two SCCA divisional championships.

×


SCOTT WAPNER

Scott Wapner is host of CNBC’s “Fast Money Halftime Report” (M-F, 12PM-1PM ET)
and “Closing Bell” (M-F, 3PM-4PM ET), which broadcast from the New York Stock
Exchange. Wapner is known for interviewing some of the world’s most influential
investors, drilling down into stocks and sectors and navigating viewers through
breaking news and market moves during and after the trading day.

He is also the author of “When the Wolves Bite,” which documents the battle
between billionaire investors Bill Ackman and Carl Icahn over Herbalife.

×

Investing smarter for the world you want

At Columbia Threadneedle Investments, we invest to make a difference in your
world, and the wider world. Millions of people rely on us to manage their money
and invest for their future; together they entrust us with $598/€572/£492
billion. Whatever world you want, our purpose is to help you achieve it. We do
this by being globally connected, intense about research, having a responsible
ethos and a focus on continuous improvement.

To learn more, visit columbiathreadneedleus.com/institutional/. 

 

 

×

Interactive Brokers Group affiliates provide clients from over 200 countries and
territories the ability to invest globally in stocks, options, futures,
currencies, bonds, funds and more from a single unified platform. Clients can
trade around the clock on over 150 markets and fund and trade accounts in up to
27 currencies. Interactive Brokers services financial advisors, individual
investors, hedge funds, proprietary trading groups, and introducing brokers.  

The company’s four decades of focus on technology and automation enables it to
equip clients with a uniquely sophisticated platform to manage their investment
portfolios. Interactive Brokers strives to provide clients with
advantageous execution prices and trading, risk and portfolio management tools,
research facilities and investment products, all at low or no cost, positioning
them to achieve superior returns on investments.   

For the sixth consecutive year, BARRON’S ranked Interactive Brokers #1 with 5
out of 5 stars in its June 12, 2023, Best Online Brokers Review.   

Visit us at ibkr.com/ria.

×

Nuveen, the investment manager of TIAA, offers a comprehensive range of
outcome-focused investment solutions designed to secure the long-term financial
goals of institutional and individual investors. Nuveen has $1.3 trillion in
assets under management as of 31 Dec 2021 and operations in 27 countries. Its
investment specialists offer deep expertise across a comprehensive range of
traditional and alternative investments through a wide array of vehicles and
customized strategies. For more information, please visit www.nuveen.com.

 

×

For four decades, State Street Global Advisors has served the world’s
governments, institutions and financial advisors. With a rigorous, risk-aware
approach built on research, analysis and market-tested experience, we build from
a breadth of index and active strategies to create cost-effective solutions.
And, as pioneers in index, ETF, and ESG investing, we are always inventing new
ways to invest. As a result, we have become the world’s fourth-largest asset
manager* with US $3.48 trillion† under our care.

*Pensions & Investments Research Center, as of 12/31/21.

†This figure is presented as of December 31, 2022 and includes approximately
$58.60 billion USD of assets with respect to SPDR products for which State
Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the
marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please
note all AUM is unaudited.

SPDR Exchange Traded Funds (ETFs) | SSGA

×

U.S. Bancorp, with approximately 77,000 employees and $682 billion in assets as
of March. 31, 2023, is the parent company of U.S. Bank National Association. The
Minneapolis-based company serves millions of customers locally, nationally and
globally through a diversified mix of businesses: Consumer and Business Banking;
Payment Services; Corporate and Commercial Banking; and Wealth Management and
Investment Services. The company has been recognized for its approach to digital
innovation, social responsibility, and customer service, including being named
one of the 2023 World’s Most Ethical Companies® and one of 2023 Fortune World’s
Most Admired Companies™ and No. 1 Superregional Bank. 

For more information, visit U.S. Bank.

×

iConnections is a community that connects the investment management industry
year-round. The iConnections platform is a software that seamlessly connects
managers and allocators for virtual meetings, giving managers the ability to
subscribe and share information with allocators who can efficiently select and
meet managers all on one platform.

Uniquely, purpose and philanthropy are embedded in the way iConnections works,
with charitable initiatives and fundraising as a central pillar of the
ecosystem. The scalable technology powering iConnections can be used for bespoke
events by managers, allocators and service providers. In an environment where
physical events and meetings are no longer the norm, iConnections reimagines how
the investment industry connects.

Visit iConnections.io to learn more.

×

CEE’s mission is to equip K-12 students with the tools and knowledge of personal
finance and economics so that they can make better decisions for themselves,
their families, and their communities.

For more information, visit www.councilforeconed.org.

×


TINA BYLES WILLIAMS

Tina Byles Williams is Chief Executive Officer, Chief Investment Officer and
Founder of Xponance®, a $14 billion multiple strategy investment company which
is one of the largest diverse and woman-owned investment firms in the United
States. She founded FIS Group, the predecessor firm to Xponance®, 25 years ago
and has over 36 years of investment experience. Tina is the Chief Investment
Officer and Lead Portfolio Manager for the firm’s active global equity
strategies and a member of the Investment Committee for the firm’s Private
Market Strategies. As Chief Investment Officer, she chairs the firm’s Investment
Committee and oversees the firm’s fixed income and equity platforms. As lead
portfolio manager for the firm’s active global equity multi-manager strategies,
she oversees all investment strategy, manager search and disposition decisions.
Tina is widely regarded as a trailblazer in the field of identifying and
investing with talented entrepreneurial investment management firms, many of
which are diverse and women-owned.

Tina served as Chief Investment Officer to the City of Philadelphia’s $2.5
billion Board of Pensions and Retirement. Prior to her work with the Board of
Pensions and Retirement, Tina was the Investment Officer for the $300 million
Philadelphia Gas Works Pension Fund.

Tina is a member of the Advisory Board for the Strategic Capital Group of
Investcorp, a $38 billion global alternatives investment firm. She is a member
of the Eisenhower Fellowships Board and serves on both its Executive Committee
and its Investment Committee. Tina is a former board member of the Vantage Trust
Company, a provider of 401 defined contribution and 457 deferred compensation
retirement plans. She is also a former board member and Chairman of the
Investment Committee for VTC’s parent company, Mission Square Retirement
Corporation (formerly ICMA Retirement Corporation), a provider of retirement
services with over $50 billion under management and administration. Tina is also
a leader in her community and sits on the Center City District Board and
previously sat on the Pennsylvania Intergovernmental Cooperation Authority,
which oversees the City of Philadelphia’s financial plans. Between 2011 and
2015, she served as a board member and chaired the Research Committee of the
National Women’s Business Council, a federal advisory council created to serve
as an independent source of advice and counsel to the President, Congress and
the U.S. Small Business Administration on economic issues of importance to women
business owners.

Tina is the chairman and driving force behind Xponance’s philanthropic entity, A
Good Measure Foundation, which provides financial literacy education to inner
city youth and supports programs designed to empower impoverished or
marginalized women or children in the United States and internationally.

Tina is a recipient of several industry awards and has been quoted and featured
in several national and global finance publications such as the Wall Street
Journal, Reuters, Institutional Investor, Bloomberg, Market Watch, Value Walk
and Pensions and Investments. She has also appeared on various business
programs, such as Bloomberg GO and CNBC’s Squawk Box.

Tina completed her undergraduate work at New York University where she graduated
Magna Cum Laude and earned her Master’s degree in Public Policy with an emphasis
in Finance from Harvard University.

×


MARY CALLAHAN ERDOES

Mary Callahan Erdoes is Chief Executive Officer of J.P. Morgan's Asset & Wealth
Management division, a global leader in investment management and private
banking, with $2.8 trillion in client assets. She is also a member of JPMorgan
Chase & Co.'s Operating Committee.

Erdoes joined J.P. Morgan in 1996 from Meredith, Martin & Kaye, a fixed-income
specialty advisory firm. Previously, she worked at Bankers Trust in corporate
finance, merchant banking and high-yield debt underwriting.

She is a board member of Robin Hood, the U.S. Fund for UNICEF and the U.S.-China
Business Council. She also serves on the Federal Reserve Bank of New York’s
Investor Advisory Committee on Financial Markets.

Erdoes earned a BS in mathematics from Georgetown University and an MBA from
Harvard Business School. She lives in New York City with her husband and three
daughters.

×


DAWN FITZPATRICK

Ms.Fitzpatrick is the Chief Executive Officer and Chief Investment Officer of
Soros Fund Management LLC, in this capacity she heads the firm with oversight
for both investment and non-investment personnel. Prior to joining Soros in
2017, Dawn spent 25 years at UBS and its predecessor organizations, where most
recently she was Head of Investments for UBS Asset Management. In that role, she
had global responsibility for overseeing active and passive strategies across
asset classes, comprising over $500 billion of client capital. Prior to that she
was CEO and CIO of the O’Connor hedge fund business. Dawn began her career as a
clerk on the American Stock Exchange and then a trader on the Chicago Board of
Options exchanges. During her tenure, she served as head of various direct
investment teams specializing in equities, convertible corporate bond arbitrage,
and merger arbitrage, as well as derivatives across asset classes. At UBS, Ms.
Fitzpatrick was a Group Managing Director, and served as a member of the UBS
Asset Management Executive Committee.

Ms. Fitzpatrick currently serves on the Open Society Foundations' Economic
Justice Program Advisory Board, the Federal Reserve Bank of New York's Investor
Advisory Committee on Financial Markets, the Advisory Council of The Bretton
Woods Committee, and as a non-executive Director on the Barclays Board. Ms.
Fitzpatrick received her Bachelor of Science in Economics from the University of
Pennsylvania’s Wharton School of Business.

×


SUNI HARFORD

Suni Harford was appointed President Asset Management in 2019 and is the Chair
of UBS Optimus Foundation. Ms. Harford has been the UBS GEB lead for
Sustainability and Impact since May 2021. She started her Wall Street career at
Merrill Lynch & Co., in investment banking, before embarking on a 24-year career
at Citigroup Inc., the last nine years of which she was the Regional Head of
Markets for North America. Ms. Harford then joined UBS, bringing with her a
broad experience from across the industry, including in research, client
coverage and risk management, and successfully led UBS Asset Management’s
integrated investments capabilities, driving performance for its clients.

×


LYDIA JETT

Lydia Jett is a Managing Partner at SoftBank Investment Advisers (SBIA) where
she helps lead the firm's US Consumer Internet and Global eCommerce Sectors.
Lydia has led and represents Softbank on the Board of Directors of the firm's
global eCommerce investments including Coupang (NYSE: CPNG), Fanatics, Flipkart
and GoTo. Additionally, Lydia has led and represents Softbank on the Board of
Directors of Andela, Block, Candy, Embark, Klook, LTK, Misfits Market, mmhmm,
Pacaso, Papa, Perch, The Sandbox. Prior to SBIA, Lydia was a senior member of
the investment team at SoftBank Group Corp International where she led SBGl's
investments in Guardant Health (Nasdaq: GH), 10X Genomics (Nasdaq: TXG) and
Fetch Robotics (sale to Zebra) and represented Softbank on the board of inMobi.
Previously, Lydia was a Vice President at M/C Partners, a growth equity firm,
and an Associate at Goldman Sachs in the Principal Investment Area where she
invested across media and technology sectors. She started her career at
JPMorgan. In addition, she is an independent board member of Ozon (Nasdaq: Ozon)
and on the Venture Advisory Board of Silicon Valley Bank. Lydia is a graduate of
the Stanford Graduate School of Business, the London School of Economics and
Smith College.

×


JENNY JOHNSON

Jenny Johnson is President and Chief Executive Officer of Franklin Templeton. In
a career at Franklin Templeton spanning over 30 years, she has been a key driver
in the company's transformation to what is now one of the most respected global
firms focused on investment management, technology, innovation, diversity and
corporate and social responsibility.
Ms. Johnson joined the firm in 1988 and held leadership roles in all major
divisions of the business, including investment management, distribution,
technology, operations, and high-net-worth, before becoming CEO in February
2020. She led the historic acquisition of Legg Mason in 2020, with the combined
organization managing approximately $1.5 trillion in assets globally.
Ms. Johnson has been named to Barron's list of the 100 Most Influential Women in
U.S. Finance for four consecutive years, most recently in 2023. Forbes named Ms.
Johnson to its World's 100 Most Powerful Women and 50 Over 50 lists in 2022,
highlighting women across industries with impressive achievements. American
Banker recognized her as one of the Most Powerful Women in Finance. Ms. Johnson
was named 2021 Woman of the Year by Financial Women of San Francisco. She has
been named one of Money Management Executive's Top Women in Asset Management and
was chosen by her peers as one of Ignites' Most Influential Women in Fund
Management.
Ms. Johnson serves on a variety of boards associated with the investment
management industry. She serves on the International Advisory Panel of the
Monetary Authority of Singapore and is a member of the NYSE Board Advisory
Council. In 2023, Ms. Johnson was appointed to the U.S.-Brazil CEO Forum, which
provides recommendations to the U.S. and Brazilian governments on how to
strengthen bilateral economic and commercial ties. She is a member of the board
of directors of Catalyst and serves on the advisory board of Black Capital and
Democracy Investments. 

Additionally, Ms. Johnson serves on a number of boards
aligned to her personal and philanthropic interests. She is a board member of
the Memorial Sloan Kettering Cancer Foundation. She also serves as a member of
the advisory board of The Creative Coalition, and a board member of the JMT
Wilderness Conservancy and the Carolands Foundation. Previously, Ms. Johnson has
served on various other boards, including the Lucille Packard Children's
Hospital and the San Francisco Giants. 

Ms. Johnson earned her B.A. in
economics from the University of California at Davis.

×


KATIE KOCH

Ms. Koch is President and Chief Executive Officer of TCW and serves as a member
of the Board of Directors. In this role, she is responsible for the strategic
direction and overall day-to-day management of the Firm. Prior to joining TCW in
2023, Ms. Koch spent 20 years with Goldman Sachs in the Asset Management
Division (AMD), where she was a Partner and most recently served as Chief
Investment Officer of the $300 billion Public Equity business and as a member of
the AMD executive committee. Previously, she was based in London for 10 years
where she held several leadership roles including Head of the Multi-Asset
Solutions business internationally.
Ms. Koch currently serves as a board member for The Investment Fund for
Foundations (TIFF), The Investment Company Institute (ICI), the Toigo Foundation
and The Spence School. She also serves as a Co-Chair of the University of Notre
Dame Wall Street Leadership Committee and the advisory board of the Notre Dame
Institute for Global Investing (NDIGI). Ms. Koch was named a Young Global Leader
with the World Economic Forum.

Ms. Koch earned her Bachelor of Arts degree in Economics and Literature at the
University of Notre Dame.

×


REBECCA PATTERSON

Rebecca Patterson is a globally recognized investor and macro-economic
researcher with more than 25 years’ experience studying how politics and policy
intersect with economic trends to drive financial markets.

Most recently, Rebecca was Chief Investment Strategist and an executive
committee member for Bridgewater Associates, the world’s largest hedge fund. In
that role, Rebecca shaped the firm’s research agenda across geographies and
asset classes, oversaw development of new strategies to help large institutional
clients solve their most pressing challenges, and shared her insights via
Bridgewater’s Daily Observations publication.

Previously, Rebecca was Chief Investment Officer of Bessemer Trust, overseeing
$85 billion in client assets. During her time there, Rebecca was a member of the
firm’s Management Committee and helped launch their Diversity & Inclusion
Committee. Before joining Bessemer in 2012, Rebecca spent more than 15 years at
JPMorgan. There she worked as a researcher in the firm’s investment bank in
Europe, Singapore and the U.S. She also served as Chief Investment Strategist in
the asset management arm of the firm and ran the Private Bank’s global currency
and commodity trading desk. Rebecca’s transition to finance came after several
years working as a journalist, covering financial markets, policy and politics
in the U.S. and Europe.

Rebecca is currently a member of the Council on Foreign Relations and the
Economic Club of New York. She has served on the New York Federal Reserve’s
Investor Advisory and Foreign Exchange committees. She also serves on the
University of Florida’s Investment Corporation Advisory Board and was Chair of
the Board for three years. She currently chairs the Council for Economic
Education and is a member of the board of the Bretton Woods Committee. Rebecca’s
insights are frequently sought after by the media; she co-hosted the first-ever
television program dedicated to foreign-exchange markets: CNBC’s “Money in
Motion.”

Rebecca holds an M.B.A. from New York University, an M.A. in International
Relations from the Johns Hopkins University School of Advanced International
Studies, and a B.S. in Journalism from the University of Florida. She was
included in American Banker’s list of Most Powerful Women in Finance for six
consecutive years and was named to Forbes’ 50 over 50 in 2022.

×


DINA POWELL MCCORMICK



×