Join us for a day of discussion about the state of the economy and of the financial markets and current topics, such as blockchain, ETFs and more!
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2017 Guest Speakers (alphabetically)
The 2017 Conference speaker line up is being worked on. Keep checking back, the list below will be updated as additional speakers are confirmed.
Paul Baiocchi is vice president of sector and ETF investment strategy at Fidelity SelectCo, a division within Fidelity’s Asset Management organization that is focused exclusively on expanding the company’s heritage of sector investing to help meet the evolving needs of investors and advisors for innovative sector-specific tools, resources, and products, including mutual funds and exchange traded funds (ETFs). Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.
In this role, Mr. Baiocchi is responsible for supporting the distribution efforts for Fidelity SelectCo mutual funds and ETFs across Fidelity's distribution channels. Additionally, he works with internal and external partners to increase product visibility, leveraging Fidelity resources to increase awareness of sector and ETF investing, and uses direct feedback from the channels to inform the decision making process, guidance development, and distribution and product strategy.
Prior to joining Fidelity in February 2014, Mr. Baiocchi was vice president of ETF analytics at ETF.com. Previously, he worked as a senior market strategist at Delta Global Advisors and as a senior investment consultant at Euro Pacific Capital.
Mr. Baiocchi earned his bachelor of science degree in finance from California State University at Chico as well as his master of business administration degree in finance from the University of British Columbia Sauder School of Business. He is also a CFA® charterholder.
Gregg Bell is the Chief Operating Officer at Salt Lending, a blockchain based loan platform. Gregg is responsible for operations of the company including product development. He has over a decade of experience in structured credit and capital markets working at both Arrowpoint Asset Management and Silver Point Capital.
Prior to working in an asset management capacity, he spent five years in asset-backed investment banking and trading at RBS Securities.
Gregg holds a Bachelor’s of Science from the Vanderbilt University School of Engineering.
Alan Brazil is the CEO of SOM Macro Strategies.
Alan was trained as an economist, first working for the Federal Reserve, then spent 30 years on wall street working as a trader, researcher and strategist. In 2007, Alan Brazil started a cross asset strategy group at Goldman that offered both internal and external investors a perspective on macro themes. Clients thought his views added value because they were unique versus their current sources of macro thinking. They thought that Alan combined the perspectives of an economist, a trader, a trading desk risk manager and a researcher to create a single consistent views of macro themes and provided asymmetric trade ideas to position for those themes. Over the years many of those views and recommended positioning have been successful. One such example became public in November 2011 when the Wall Street Journal published a piece on my negative views on European Banks, which was the opposite of the house research view at the time. Part of the success of Alan's ideas can be attributed to his learning about the art of investing from many of the top investors in the world from long/short equity hedge funds to large real money asset managers. One of those painful but crucial lessons was adding probably the most important part of any trade: identifying a catalyst that would drive the realization of a trade.
Most recently, after 22 years at Goldman, he started a macro strategy firm SOM Macro Strategies. The company was named after the main macro strategy piece he has produced over the last 10 years: “The State Of the Market (SOM)”. The core of Alan’s strategies is based on the belief that economic fundamentals do ultimately matter and that the key for identifying asymmetric trades is to determine when they do. And that key is what I offered to clients when I was with Goldman and that is what he offers with SOM Macro Strategies.
To view Alan Brazil's slides from the conference, click here
Nancy Davis is the Managing Partner and Chief Investment Officer of Quadratic Capital Management. Ms. Davis founded Quadratic Capital Management in 2013. Ms. Davis began her career at Goldman Sachs where she spent ten years, seven in the proprietary trading group. In 2003, Ms. Davis became Head of Credit, Derivatives, and OTC Trading for Goldman’s proprietary group. During her time at Goldman, she managed one of the largest buy side option portfolios. Ms. Davis left Goldman in January 2008 to join Highbridge as a Portfolio Manager. At Highbridge, Ms. Davis managed $500 million of capital in her derivatives-only portfolio. Prior to founding Quadratic, she served as the Director of Derivatives across asset classes at Alliance Bernstein.
Ms. Davis writes and speaks frequently about financial topics and world markets. She has been published in Financial News, Absolute Return and Institutional Investor and has contributed papers to two books. She has been interviewed by The Economist, The Financial Times, New York Magazine and Le Figaro. Ms. Davis is a board member of the International Partners Committee and was a keynote speaker in China at the Asset Management Association’s annual conference. Ms. Davis has appeared on CNBC, Reuters, Sina, Bloomberg and MSNBC. In 2014, Nancy was selected by Institutional Investor as a Rising Star of Hedge Funds and recognized by The Hedge Fund Journal as one of “Tomorrow’s Titans.”
Ms. Davis holds a B.A. magna cum laude in Economics from George Washington University where she was a recipient of the Presidential Academic Scholarship.
Joshua Finkleman is the Co-Founder and Managing Partner of Colorado Blockchain Capital which is the first Crypto Currency Hedge Fund in the State of Colorado. Mr. Finkleman has over 25 years of combined experience within both public and privately held corporations and has carved out a specialty within Blockchain, FinTech and Payments.
Prior to founding the Colorado Blockchain Capital, Mr. Finkleman spent nearly eight years working in virtually every aspect within corporate payments, including establishing E-Commerce and Retail payment processing platforms and building backend support infrastructures for enhanced sales, compliance, risk management and third party acquiring services.
Mr. Finkleman has a proven track record of building successful start-ups and leveraging distressed assets for optimum returns. In his prior role as the head of a Denver based Merchant Services Company, Mr. Finkleman has established relationships with some of the country's top acquiring banks (Wells Fargo Bank, N.A., BMO Harris Bank N.A. and Esquire Bank) and fortune 500 payment processors (First Data and TSYS).
Joshua holds a bachelor’s degree from Ohio State University and graduated Summa Cum Laude from Regis University with an MBA in Finance and Accounting. As well, Josh is a licensed CPA within the state of Colorado.
Will Madden is CEO of bridge21, a cross-border payments service that uses digital currencies to offer better rates to individuals and businesses. Will worked at Western Union and First Data prior to founding bridge21. He’s built payments, prepaid, and remittance products that operate today in over 150 countries. Will has been fascinated with crypto-currency since learning about it in late 2010 and now focuses on using it to eliminate friction from international payments and currency exchange.
To view Will Madden's slides from the conference, click here
Ron Rimkus, CFA, is Director of Economics at CFA Institute, where he focuses on economics and alternative investments. Research interests include global macro, monetary policy, alternative assets, behavioral finance, history, financial crises and policy. Mr. Rimkus has had a 24 year career in the investment industry with positions ranging from equity analyst to mutual fund manager. As an analyst, he developed a suite of analytical tools to assist in the assessment and valuation of companies. As Director of Economics at CFA Institute, he developed another set of tools for blending micro-economic analysis, macro-economic analysis, behavioral finance, policy and history. In combination, these tools make up what he refers to as the 5-Points framework, which is useful in analysis in any of the social sciences, but particularly economics. He will use this technique in his exegesis of bitcoin and the monetary system.
Rimkus earned a BA in economics from Brown University, an MBA from the UCLA Anderson School of Management and was awarded the CFA Charter in 2001.
To view Ron Rimkus' slides from the conference, click here
Joshua Sroge is Chief Accounting Officer at ShapeShift AG, the leading instant digital asset exchange that is simple, fast and efficient, allowing for instant exchanges between dozens of cryptocurrencies and digital assets, adding more every month. Previously he was the Managing Partner of FireStone CFO, a fractional finance and accounting consultancy with a team of ten professionals engaged with over 40 clients primarily in the technology space, focused on early and growth stage companies. Joshua is a Certified Bitcoin Professional, certified by the CryptoCurrency Certification Consortium (C4).