2024 Speakers

Keynote Speakers

David Breach

President and Chief Operating Officer

Vista Equity Partners

Karen Karniol - Tambour

Co-Chief Investment Officer

Bridgewater Associates

Claudia Sahm

Founder

Sahm Consulting and Stay-at-Home-Macro (SAHM) Substack

Barry Ritholtz

Co-Founder, Chairman, and Chief Investment Officer

Ritholtz Wealth Management LLC

Vivjan Myrto

Managing Partner

Hyperplane

Michael Rees (Moderator)

Co-President

Blue Owl Capital

Telis bertsekas (Moderator)

Lecturer and Head of the Finance Certificate

MIT Sloan School of Management

Daniel Dart (Moderator)

Founder

Rock Yard Ventures

 

Private Equity Panel

Chad Strader

Co-Founder, Managing Partner

Red Arts Capital

Mayur desai

Managing Director

Charlesbank

Nicholas Scola

Co-CIO

ABRY

Lee Feldman (Moderator)

Partner, Co-Head of Private Equity Practice

Choate Hall & Stewart

 

Venture Capital Panel

CJ reim

Co-Founder and Managing Partner

Amity Ventures

Madeline Darcy

Managing Partner

Kaya Ventures

Ali Mahmoud

Principal

Glasswing Ventures

Ben West

Partner

Juxtapose

kyle gross (moderator)

Managing Director

Citizens Bank

 
 

Private Credit Panel

Derek O’leary

Head of Private Wealth

Blue Owl

Alex chi

Co-Head of Private Credit

Goldman Sachs Asset Management

michael hadley

CIO & Head of Underwriting, Direct Lending

Carlyle

Steve Ruby

Co-Head of Originated Debt

Audax Private Debt

Tim Donahue (Moderator)

Managing Director, Head of Capital Solutions

Lazard

 
 

Public Markets Panel

George Patterson

CIO

PGIM Quantitative Solutions

Anne-Marie Fink

CIO

State of Wisconsin Investment Board

Cate Faddis

Senior Portfolio Manager

Zevin Asset Management

Charlotte Hamill

Partner

Bracebridge Capital

Shelley Rosensweig (Moderator)

Partner

Haynes Boone

 

Technology Panel

Sakib jamal

Vice President

Crossbeam

John Nelson

Principal

Berkshire Partners

Susan schofer

Partner

SOSV

David horne (moderator)

Partner

Gunderson Dettmer

 

Real Estate Panel

Peter Braffman

Managing Director

GCM Grosvenor

Marc Weidner

Managing Director

Franklin Templeton

Sharon ann m. (SAMM) Miller

Co-Chief Executive Officer and Head of Portfolio Management

Hillcrest Finance LLC

Yane Hsu

Founder & Principal

Lauralea

Steve Weikal (Moderator)

Managing Partner

MIT MET Fund

 
 

Emerging Markets Panel

Nicolas J. Peña

Managing Director

Manulife Investment Management

Ram Thirukkonda

Senior Investment Strategist

Acadian Asset Management

Jamie tadelis

Co-Founder

SC Lowy

Hershel Mehta

General Partner and Co-Founder

2 am VC

Shari Loessberg

Senior Lecturer

MIT Sloan School of Management

 
 

Impact Investing Panel

Roy swan

Head of Mission Investments

Ford Foundation

Marc Robert

Partner & COO

Water Asset Management

Justin Kulla

Partner

Consequential Capital

Mitali Prasad

Lead Portfolio Manager

Trillium

Gita Rao

Senior Lecturer in Finance, Associate Faculty Director MFin Program

MIT Sloan School of Management

 
 

Family Office Perspective Panel

Case Fell

Partner

Third Lake

Matt Hershey

CIO

Marron Capital

Paul Yun

Managing Director, Co-Head of PE/VC Direct Investing

Mousse Partners

Ryan Ansin

Principal

Ansin Family

Bridget Kilroy (Moderator)

Founder & CEO

The Global 51

 
 

Growth Equity Panel

Chris Mitchell

Managing Director

Spectrum Equity

Claude de jocas

Vice President

Volition Capital

Vaibhav Nalwaya

Founder

Wavecrest

Richard Kandel

Partner

Hof Capital