2024 Leadership Summit

Ravi is the Global Head of Product at Russell Investments. In this role, Ravi leads the firm’s efforts to develop new products and manage the existing line of retail and institutional offerings across the firm’s footprint in North America, EMEA, and APAC. 

Prior to this role, he was Global Head of Product & Strategy at Wells Fargo Asset Management and has held various strategy and investment roles at JPMorgan Asset Management, Silver Creek Capital, and McKinsey & Co. Ravi was also a political appointee in the Obama administration at the Export-Import Bank of the United States where he served as Head of Strategy and Senior Advisor to the Chairman with a focus on modernizing the bank and extending its reach to underserved businesses and markets. 

Ravi serves as an advisor to a variety of fintech firms with a focus on novel technologies and applications in asset & wealth management, and is a mentor at the startup accelerator Techstars.

He obtained a BA in Chemistry from Dartmouth College and an MPhil in Economics from the University of Cambridge.

Heather serves as chief executive officer for Diamond Hill and joined the firm in 2019.

Heather brings more than 20 years of domestic and international investment industry experience to this role. Most recently, she served as chief executive officer, Americas with First State Investments. Prior to that role, she spent nearly 14 years with Morningstar where she served as global head of equity & credit research before advancing to chief executive officer, Morningstar Australasia.

Heather earned her MBA from the University of Chicago Booth School of Business and has a degree in economics from Northwestern University. She served on the board of the CFA Institute from 2013-2020 and was chair of the board in 2018-2019.

Nick Cherney is Head of Innovation at Janus Henderson Investors. In this role, he is responsible for helping the firm and its clients to identify, understand, and execute on longer horizon developments that have potentially disruptive impact to the way business is managed, and clients manage their investments. He is also responsible for the firm’s exchange traded funds (ETF) business and is President and Chief Executive Officer of Janus Detroit Street Trust, and Clayton Street Trust. Nick is a member of the firm’s Strategic Leadership Team, is the executive sponsor of the Black Professional Network, and is committed to advancing DEI in financial services. Previously, Nick was the Chief Investment Officer and co-founder at VelocityShares until Janus’ acquisition of the company in 2014. Earlier, he held product management and development responsibilities for iPath ETNs at Barclays Capital. Before that, Nick was a portfolio manager at Barclays Global Investors managing over US$25 billion of ETF assets.

Nick received a bachelor of arts degree in economics from the University of California – Berkeley, where he graduated with highest honours. He holds the Chartered Financial Analyst designation and has 19 years of financial industry experience.

Todd Conklin currently leads Treasury's cyber portfolio under Deputy Secretary Adeyemo, while also serving as Treasury's Deputy Assistant Secretary for Office of Cybersecurity and Critical Infrastructure Protection.  In addition to leading internal IT modernization efforts, Todd designed and implemented Treasury's counter-ransomware strategy consisting of updated crypto industry guidance and targeted sanctions actions.

Todd previously served as Chief Information Officer for Intelligence Platforms and Innovation, and Chief Data Officer for Treasury's Office of Terrorism and Financial Intelligence (TFI). In those roles, he led cybersecurity and data modernization efforts across Treasury's critical national security assets and worked to develop a secure hybrid cloud environment and centralized data analytics platform consisting of Treasury's sanctions and AML data.  Todd also established and chaired the TFI Data Governance Board.  

Todd has more than 15 years of experience with TFI and The Department of the Treasury. He initially joined Treasury's Office of Foreign Assets Control in 2007, most recently serving as Deputy Associate Director for the Office of Global Sanctions Targeting. From 2011 to 2013, he served as OFAC's Attaché to Mexico and Central America, and from 2010 to 2011, he served as OFAC Liaison to Afghanistan's National Interdiction Unit.
In addition to his Treasury experience, Todd has a combination of private sector, intelligence, and law enforcement experience having worked in various positions at Exxon Mobil Corporation, National Geospatial-Intelligence Agency, and United States Secret Service.

Todd received his B.A. in history from Mercyhurst University and his M.B.A. with a business analytics focus from Ohio University.  In 2021, he received one of the Treasury Department's highest honors, the Silver Medal of Service, for his work ensuring the security of Treasury's critical national security data assets.

Pat is the North American Head of Securities Services responsible for Custody, Fund Services, Execution Services and Issuer Services in the region. This includes all client relationships, service and product development areas as well as operational delivery and Technology. Pat has been with Citi since 2010 and has helped lead the transformation and growth of the franchise. Prior to joining Citi, Pat was the Americas Head for Securities Services at BNY Mellon for nearly 10 years. Prior to BNY Mellon, Patrick was at J.P. Morgan, where he ran Portfolio Analytics and Performance Measurement. Patrick started his career as a Fixed Income Portfolio Manager for a large U.K. Insurance Company and holds a B.S. in finance and an M.B.A. in finance as well the Chartered Financial Analyst (CFA) designation. He also serves on the boards of several charitable organizations.

Nickolaus Darsch is a Managing Director at Ultimus Fund Solutions, responsible for client development activities and contributing to firm growth strategies. Nick focuses on building strategic investment adviser and industry partner relationships to support product structuring, governance, and operational design efforts. In addition, Nick leads the firm’s retail alternatives practice including interval and tender offer funds, business development companies, as well as wealth platforms.

Prior to Ultimus, Nick held multiple roles within SS&C Technologies (including predecessor firms DST Systems, ALPS, and Boston Financial Data Services) in sales, strategic relationship management, product, and research groups. In 2022, Nick was named to the Rising Leaders Council by the Institute of Portfolio Alternatives and previously selected as a “Rising Star” in the Asset Management industry by Fund Directions. Nick serves on various industry committees including at IPA and NICSA.

Nick received B.S. from Bentley University in Economics and Finance and an MBA from the McCallum Graduate School of Business at Bentley University.

William R. Ebsworth is an Independent Director of Allspring Funds. Ebsworth also serves as an Independent Trustee on the board of Massachusetts General Hospital’s Vincent Memorial Endowment, where he chairs the investment and audit committees. Before retiring in 2013, Ebsworth was an Equities Analyst, Portfolio Manager, Research Director, and Chief Investment Officer at Fidelity Investments in Boston, Tokyo, and Hong Kong. Ebsworth has served on the boards of Hong Kong Securities Clearing Co., Hong Kong Options Clearing Corp., the Thailand International Fund, Ltd., Fidelity Investments Life Insurance Company, and Empire Fidelity Investments Life Insurance Company.

Steve Feinour focuses his practice on counseling investment companies and investment advisers on a wide range of issues arising under the 1940 Act and other federal securities laws. He regularly advises clients on matters such as the formation, registration and ongoing regulation of all types of investment companies, including 1940 Act ETFs, 1933 Act only ETPs and mutual funds. In particular, Steve has advised numerous start-up investment advisers and established global investment firms in developing, launching and operating index-based and actively managed ETFs across all asset classes. This includes advising clients on digital asset related 1940 Act ETFs and 1933 Act only ETPs, including one of the industry’s first spot bitcoin ETFs. He is also a frequent speaker on ETF-related topics.

George C.W. Gatch is CEO of J.P. Morgan Asset Management. He joined the firm in 1986, and during his tenure, has helped build one of the world’s leading asset managers. Today, J.P. Morgan Asset Management operates in over 25 countries with 8,000 people, with a clear mission of becoming the most trusted asset manager and helping clients with their most complex investment needs. The business manages over $3 trillion across equities, fixed income, liquidity, alternatives, and multi-asset solutions on behalf of institutional, sovereign and retail clients globally. George chairs the Asset Management Operating Committee and also serves on the Asset and Wealth Management Operating Committee.

Prior to his current role, George held a number of senior roles across J.P. Morgan Asset Management including building out the mutual fund business globally, overseeing the Global Funds and Institutional client businesses, and running the firm’s mutual fund joint venture in Japan, DKB Morgan. He is currently Vice Chair of the Investment Company Institute (served as Chair from 2018 to 2021) and member of the board, advocating for shareholders globally. George received a bachelor's degree in political science and economics from Washington University in St. Louis, Missouri.

As the father of five, including 2 daughters, George is passionate about Diversity, Equity and Inclusion. He is the Executive Sponsor and co-founder of J.P. Morgan’s Men as Ambassadors Program. George is also the Executive Sponsor of the Asset & Wealth Management Black Leadership Forum and chairs the Black Managing Director Roundtable in Asset Management.

George currently lives in NYC with his wife and children and enjoys traveling, cooking with family and spending time outdoors—hiking, cross-country skiing, mountain bike riding and playing tennis. An avid mountaineer, he is also a member of the board of directors of New York's Mohonk Preserve, New York's largest land trust.

Gary Gensler was nominated by President Joseph R. Biden to serve as Chair of the US Securities and Exchange Commission on February 3, 2021, confirmed by the US Senate on April 14, 2021, and sworn into office on April 17, 2021.

Before joining the SEC, Gensler was Professor of the Practice of Global Economics and Management at the MIT Sloan School of Management, Co-director of MIT’s Fintech@CSAIL, and Senior Advisor to the MIT Media Lab Digital Currency Initiative. From 2017 to 2019, he served as Chair of the Maryland Financial Consumer Protection Commission.

Gensler was formerly chair of the US Commodity Futures Trading Commission, leading the Obama Administration’s reform of the $400 trillion swaps market. He also was Senior Advisor to US Senator Paul Sarbanes in writing the Sarbanes-Oxley Act (2002), and was Undersecretary of the Treasury for Domestic Finance and Assistant Secretary of the Treasury from 1997 to 2001.

In recognition for his service, he was awarded the Alexander Hamilton Award, the US Treasury’s highest honor. He is a recipient of the 2014 Frankel Fiduciary Prize.

Prior to his public service, Gensler worked at Goldman Sachs, where he became a Partner in the Mergers & Acquisition department, headed the firm’s Media Group, led fixed income & currency trading in Asia, and was Co-head of Finance, responsible for the firm's worldwide Controllers and Treasury efforts.

A native of Baltimore, MD, Gensler earned his undergraduate degree in economics in 1978 and his MBA from The Wharton School, University of Pennsylvania, in 1979. He has three daughters.

Ms. Grancio is the Global Head of Distribution for TCW. In this role she oversees global distribution, leads TCW’s ETF business, and directs TCW’s brand and digital marketing strategy. Ms. Grancio has more than 25 years of experience building and leading businesses across financial services. She was the CEO of Engine No. 1 until TCW acquired part of that firm’s business in October 2023. Before Engine No. 1, Jennifer founded an advisory firm where she worked closely with CEOs to accelerate growth. Prior to that she was a founding member of BlackRock’s iShares business, where she led European, U.S., and global distribution and drove the growth of the global ETF industry and iShares’ leadership role within it. During her 19-year tenure at BlackRock, she also led teams across wealth, technology, and venture investing. She started her career as a management consultant at PwC. She has been recognized on the Barron’s and Forbes top women in financial services and impact lists and is passionate and active in mentoring and developing diverse leaders and is also active in diabetes research and education. She currently serves as an independent director on the boards of MannKind Corporation (NASDAQ listed) and Ethic. Ms. Grancio received a BA with Honors in Economics and International Relations from Stanford University and an MBA from Columbia Business School.

Eve Guernsey serves as Chair of the Board of Trustees for the Lord, Abbett mutual fund complex and is member of its Audit, Governance and Investment Committees. She has served on the Lord, Abbett board since 2011. Eve also serves as Chair of the Board of Strategic Investment Group, an OCIO firm based in Arlington, Virginia. Eve has served on Strategic’s board since 2020. Eve retired in October, 2010 from the position of Chief Executive Officer of JP Morgan Investment Management Americas, a position she held since 2002. She was responsible for strategy development and management of the Institutional Asset Management business, serving pension funds, endowments and foundations; JP Morgan Funds, the proprietary mutual funds business that serves both retail and high net worth clients; Global Liquidity, providing multicurrency cash management products to institutions worldwide and Retirement Plan Services, a defined contribution and defined benefit record keeper and administrator to US retirement plans. Eve chaired the Executive Committee for Investment Management Americas and was a member of the Operating Committee of JP Morgan’s Asset Management division. She also served on the Executive Committee of JP Morgan Chase and was a member of the board of directors for the JP Morgan Chase Foundation where she chaired the foundation’s Investment Committee and served on the foundation’s Audit Committee.

Cecilia H. Herbert is an Independent Trustee and past chair of the BlackRock iShares ETFs. She also chairs the finance committee of Stanford Health Care, which includes Stanford University’s School of Medicine and adult and children’s hospitals, and WNET, the public media station serving New York and New Jersey. She previously served on the mutual fund boards of the Montgomery Funds (1992–2003), Pacific Select Funds (2004–2005), Forward Funds (2009-2018), Salient Funds (2015–2018) and a Thrivent fund (2019-2022). Herbert has served as a board member on numerous nonprofit organizations, primarily with a focus on educational, social service, and healthcare. She is a graduate of Stanford University and Harvard Business School and a retired Managing Director from JP Morgan/ Morgan Guaranty. She is a member of the International Women’s Forum. Herbert has 3 adult children and lives in Jackson Hole with her husband.

Ryan Hicke is Chief Executive Officer, responsible for the global business strategy and execution for the company across our three pillars of expertise: technology, operations, and asset management. He also serves on our Board of Directors.

Ryan’s 25-year career at SEI includes 11 years in asset management and 13 years in technology across various parts of our business, with his tenure evenly split between U.S. and global experience. Prior to being named CEO, Ryan was Chief Information Officer overseeing the information technology strategy and investment operations for the company. Ryan also previously served as head of our Technology Unit, as well as a Managing Director in our U.K. wealth management business.

Ryan holds a degree in finance from Saint Joseph’s University.

Yie-Hsin Hung is the President and Chief Executive Officer of State Street Global Advisors (SSGA). She is also the co-head of State Street Corporation’s strategy oversight efforts and a member of the firm’s Executive Committee. Hung has been named one of the 100 Most Influential Women in US Finance by Barron’s since its inception and among the 25 Most Powerful Women in Finance by American Banker for six consecutive years. She currently serves on the Board of Trustees of Northwestern University and as Vice Chair of the Board of the Investment Company Institute. Hung earned her MBA from Harvard University and BS in Mechanical Engineering from Northwestern University.

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 before becoming CEO in February 2020. She led the historic acquisition of Legg Mason in 2020, with the combined organization managing over $1.5 trillion in assets globally.

Ms. Johnson has received a number of recognitions, including being named to Barron's list of the 100 Most Influential Women in U.S. Finance in 2020 and 2021. She personally champions diversity and inclusion and is involved in organizations that prioritize D&I.

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

Kimberly Johnson is the Chief Operating Officer. She is a Vice President of T. Rowe Price Group, Inc. and member of the Management Committee, Product Strategy Committee, Investment Management Steering Committee and Enterprise Risk Management Committee, as well as chair of the Strategic Operating Committee.

Johnson has been with T. Rowe Price since 2022. As COO, she leads the Chief Technology Office, Chief Data Office, Corporate Real Estate & Workplace Services, Enterprise Risk Management, Global Client Account Services, Global Investment Operations, Transformation Office, and the regional operating teams. Prior to this, Johnson was Executive Vice President and Chief Operating Officer at Fannie Mae. In this role, she was responsible for technology, operations, data, modeling, analytics, information security, resiliency, innovation, and corporate strategy.

Johnson earned a BA in economics from Princeton University and an MBA from Columbia University. She serves as a member of the Board of Trustees for Princeton University. Additionally, she serves as a Board member for Eli Lilly. 

Matt Johnson is Head of Product Strategy and Development and Marketing for Raymond James Investment Management and is responsible for product strategy, new product development and marketing. He joined Raymond James Investment Management in 2020, and previously worked at Raymond James Financial since 2015, including as Vice President of Strategy and Product Development for the Asset Management Group and Assistant to the Chairman. Before joining Raymond James, he worked in management consulting for the financial services industry. He has a Bachelor of Business Administration from Stetson University and an M.B.A. from New York University.

Jody Jonsson is vice chair of Capital Group and president of Capital Research and Management Company. She also serves on the Capital Group Management Committee and is an equity portfolio manager. She has 39 years of investment industry experience and has been with Capital Group for 33 years. Earlier in her career, as an equity investment analyst at Capital, Jody covered insurance, U.S. household & personal care, restaurants & lodging, and cruise lines companies. Before joining Capital, she was an equity research analyst at Fidelity Management & Research Company in Boston and an officer in the public finance division of Irving Trust Company in New York. Jody holds an MBA from Stanford Graduate School of Business, where she was an Arjay Miller Scholar, and a bachelor’s degree in economics from Princeton University graduating cum laude. Presently based in Los Angeles, she has also worked in Capital’s San Francisco, Geneva and London offices.

Joe is the Independent Chairman of the Board of Trustees for the WisdomTree Digital Trust, a first of its kind tokenized mutual fund trust offering multi-chain functionality. With over 35 years of experience in the asset management, capital markets, and securities services industry, he is passionate about leveraging disruptive technologies including AI and DLT to create innovative solutions for the rapidly evolving digital ecosystem.

During his more than three decades at the Bank of New York Mellon, Joe held a variety of leadership roles including acting as Markets’ Global Head of Sales and Relationship Management for Asset Managers and SWFs, and was responsible for several business segments within Asset Servicing including the Global ETF and Structured Products Services during his tenure at the Bank.

Today, as an Independent Consultant and Advisory Board Member, he works with a broad range of institutional investors, PE/VC firms, and FinTech companies on various engagements related to the investment management space.

He is a graduate of the University of Michigan and achieved his MBA from New York University’s Stern School of Business.

Katie 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, 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.

Koch currently serves as a board member for the University of Notre Dame’s Board of Trustees, 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). Koch was named a Young Global Leader with the World Economic Forum.

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

Anton Kuzmanov is a Managing Director and Co-Head of Strategy for Investment Management at Morgan Stanley. He is a member of the Operating Committee of Investment Management. He joined the Firm in 2019 and has 25 years of industry experience in financial services and FinTech in strategy, growth and innovation across wealth management, asset management, insurance, retirement, capital markets and banking. Over the past dozen years, Anton has developed and executed business growth strategies including through acquisitions of over $10 billion in combined value and over $500 billion in assets under management. In the process, he helped transform one of the largest global asset managers (Nuveen) and the largest independent FinTech & RIA firms in the U.S. (Edelman Financial Engines). Earlier in his career, Anton worked at Goldman Sachs and EY. Anton has an MBA from the Wharton School and MA in International Studies from the Joseph Lauder Institute of the University of Pennsylvania.

Shawn is Head of Equities & Multi-Asset for Macquarie Asset Management (MAM), where he is responsible for overseeing the business, investment teams, and strategies for clients. He also serves as the President of Delaware Funds by Macquarie® and oversees registered vehicle governance globally across MAM. More broadly, he serves as Head of Americas for Macquarie Group.

He has more than 30 years of experience. Before joining MAM, he held several management and equity investment roles at UBS Asset Management and various roles at J.P. Morgan Asset Management.

Shawn is a member of the Investment Company Institute (ICI) Executive Committee. He is also a board member of OppNet and Philadelphia Financial Scholars, in addition to being the former Chairman of the National Association of Securities Professionals (NASP).

He received a Bachelor of Science in marketing from The McDonough School of Business at Georgetown University.

Dan Martines is a distinguished leader in Generative AI at BCG. He played a foundational role in establishing BCG's global Center for Generative AI and currently spearheads projects related to Gen AI and digital transformations. Dan is a Managing Director at BCG X, and has 25 years of expertise in technology, AI, and data.  Dan actively engages with clients from across industries, with particularly emphasis in Financial Institutions, Insurance, and Healthcare.

Congressman Patrick McHenry is serving his ninth term as the representative for North Carolina's 10th Congressional District which comprises all or parts of eight counties in North Carolina, from the suburbs of Charlotte on Lake Norman to the Piedmont Triad region on the Virginia border.

In the 116th Congress, Congressman McHenry was elected as the Republican Leader of the House Financial Services Committee, a committee he has served on since he was elected to Congress. In the 117th Congress, he continues to serve as Republican Leader advocating for innovative solutions that increase access to banking services and credit for American families and small businesses.

Prior to serving as the Republican Leader, Congressman McHenry served as Vice Chairman of the House Financial Services Committee, a position he was appointed to at the beginning of the 114th Congress by then Chairman Jeb Hensarling (TX-05).

In 2015, Congressman McHenry was selected by then House Majority Whip Steve Scalise (LA-01) to be the Chief Deputy Whip. As Chief Deputy Whip, Congressman McHenry directly assisted Majority Whip Scalise by building consensus for the conservative policy agenda of the House Republican Conference. One of his proudest accomplishments as Chief Deputy Whip was the passage of the Tax Cuts and Jobs Act, which helped to fix our nation’s broken tax code and provided much-needed tax relief to American families and businesses.

During the 113th Congress, Congressman McHenry served as Chairman of the House Financial Services Committee's Oversight and Investigations Subcommittee. In this role, he provided oversight of the Federal Reserve, the Treasury Department, the Securities and Exchange Commission, and other federal financial regulators. Congressman McHenry was previously a member of the House Committee on Oversight and Government Reform.

In addition to his leadership roles on the Financial Services Committee, Congressman McHenry has successfully passed important legislation into law that helps entrepreneurs and startup investing. In the 114th Congress, Congressman McHenry authored the “RAISE Act” (Reforming Access for Investments in Startup Enterprises), which was signed into law by President Obama, providing the means for startup employees to sell their stock options to private investors.

Additionally, Congressman McHenry authored the primary legislation to legalize equity-based crowdfunding in the United States. The crowdfunding language he first authored in 2011 was eventually included in the JOBS Act which President Obama signed into law in April 2012. In recognition of his work supporting crowdfunding, Congressman McHenry was presented with the 2013 “Crowdfunding Visionary Award” by the Global Crowdfunding Convention. Congressman McHenry was also awarded the Crowdfunding Leadership Award by the University of California at Berkeley Fung Institute’s Program for Innovation in Entrepreneurial Finance in 2013.

Congressman McHenry’s interest in crowdfunding and capital formation more broadly developed as a child, when his father attempted to grow a small business but struggled for financing. It was this experience—and the lack of small business financing in rural western North Carolina—that drove Congressman McHenry to become a leader on crowdfunding, capital formation, and other forms of disruptive finance. Recently this has expanded to encompass fintech as he works with industry leaders to discover innovative ways to combine finance and technology with the goal of expanding access to capital for America’s entrepreneurs and small businesses.

Throughout his career, Congressman McHenry has been a vocal and effective advocate for the men and women who wear the uniform of our country. He received awards from the North Carolina Chapters of the American Legion and Marine Corps League for his extensive work in bringing a veterans’ health care clinic to his district after nearly two decades of delay. The National Guard presented Patrick McHenry with the Charles Dick Medal of Merit for his exceptional service to the North Carolina National Guard.

Congressman McHenry has been recognized as a leader of the conservative movement in America. Having never voted for a tax increase in his career, Congressman McHenry is continually recognized as a “Hero of the Taxpayer” by Americans for Tax Reform.

Congressman McHenry is the recipient of several additional awards including: the National Association of Manufacturing’s “Manufacturing Legislative Excellence” Award, the Small Business and Entrepreneurship Council's “Small Business Champion” Award, the U.S. Chamber of Commerce's “Spirit of Enterprise” Award, the 60 Plus Association’s “Guardian of Seniors’ Rights” Award, the Family Research Council’s “True Blue” Award, and Citizens Against Government Waste’s “Taxpayer Hero” Award. In 2009 he was recognized by Time Magazine as one of the “40 Under 40,” a list of rising stars in American politics.

Most importantly, Congressman McHenry continues to listen to the voters of the 10th District and act as their voice in Washington. His main focus is to provide the highest level of constituent services at home in western North Carolina.

Prior to being elected to Congress in 2004 at the age of 29, Congressman McHenry represented the 109th District in the North Carolina House of Representatives. He also served as Special Assistant to the Secretary of the U.S. Department of Labor, a post he was appointed to by President George W. Bush.

Congressman McHenry is a graduate of Ashbrook High School in Gastonia, N.C. and Belmont Abbey College, where he earned a Bachelor of Arts in History. Congressman McHenry and his wife Giulia live in Denver, N.C. and worship at Holy Spirit Church. They are the parents of two daughters, Cecelia Rose and Therese Anne (who goes by Rese).

John Moninger is a managing director and the head of U.S. Distribution at Allspring Global Investments. In this capacity, he leads Allspring’s retail sales, institutional sales, platform development, client service, and consultant relations teams. He is responsible for leading efforts that identify ways to serve the firm’s existing and prospective client base. Prior to joining Allspring, John was with Eaton Vance Distributors as a managing director of retail sales where he set the strategic direction and day-to-day oversight of all intermediary distribution and relationship management. Before that, John was the executive vice president of advisory and brokerage consulting services at LPL Financial. Earlier roles for him include director of investment services at UBS Financial Services and cash management with AllianceBernstein. He is on the board of the Seal Family Foundation and is also actively involved with the Money Management Institute as former Chair of the Board of Governors. John began his investment industry career in 1994. He earned a bachelor’s degree in business administration from Kutztown University. He has earned the Certified Private Wealth Advisor and Certified Investment Management Analyst designations.

Ellen is an Independent Director for the 2023 ETF Series Trust after retiring from State Street Global Advisors as a Senior Managing Director with over 30 years of industry experience in board governance, succession planning, business resiliency, crisis management, operations and global investment product structures including mutual funds, ETFs, UCITS and collective investment trusts. She served as an effective board member on multiple fund and non-profit boards leading board alignments, corporate mergers, annual contract renewals, succession planning, due diligence, director onboarding and development.

Eric J. Pan is the President and Chief Executive Officer of the Investment Company Institute. He took office as the 10th chief executive in ICI’s history on November 9, 2020. Pan was previously a Managing Director of Rock Creek Global Advisors LLC, an international economic policy advisory firm in Washington, DC, and a Senior Research Fellow at the Center for Law and Economic Studies at Columbia Law School in New York.

Pan served as the Director of the Office of International Affairs at the US Commodity Futures Trading Commission from 2015 to 2019 and head of international regulatory policy at the US Securities and Exchange Commission from 2011 to 2015. He represented both market regulators in international standard-setting bodies, including the International Organization of Securities Commissions and Financial Stability Board, and in regulatory dialogues with European and Asian counterparts. Before entering government service, Pan was the director of the Heyman Center on Corporate Governance and a professor at the Benjamin N. Cardozo School of Law in New York, where he wrote extensively about financial regulation and corporate law. He also practiced corporate and international law with Covington & Burling in Washington, DC.

Pan is a graduate of Harvard College, the University of Edinburgh, and the Harvard Law School. He is a member of the American Law Institute and an adjunct professor at Columbia Law School.

Stephen L. Patrickakos, CFA, CIMA^® is a Managing Director and Head of Managed Investments. In this capacity Stephen leads the delivery of the firm’s investment product offerings across all channels, including Merrill Lynch Wealth Management, Merrill Private Wealth Management, Bank of America Private Bank, Merrill Edge Self-directed and Merrill Guided Investing. Stephen’s team includes product management professionals who are responsible for product development, management and ongoing governance and investment oversight for domestic and offshore mutual funds, global exchange traded products, separately managed accounts, model portfolio solutions and money market funds. 

Before taking this role, Stephen was Head of Model Portfolio Solutions. In that role, Stephen oversaw the review and approval of Bank of America CIO, BofA Research-based and third party model strategies on the platform. Previously, Stephen was Head of Investment Strategy and oversight for advisor discretion strategies in ISG.

Stephen began his Career with Morgan Stanley and held various positions, including Associate Director of the Separately Managed Account Platform and Program Manager of the Graystone/Institutional Consulting Platform. Stephen was also the lead due diligence analyst at Ryan Beck and Company, providing investment research coverage on separately managed accounts, mutual funds and alternative investment vehicles. Most recently, Stephen was the Director of Investment Advisory Platforms in Morgan Stanley’s Private Wealth Management Division, serving the ultra high net worth and non-profit segments.

Stephen graduated from Providence College with a B.S. in Business Management, holds a Culinary Arts Degree from the French Culinary Institute, is a CFA Charterholder and holds the CIMA designation.

Ben is a partner in Oliver Wyman’s Insurance and Asset Management Practice, based in New York.

As a trusted advisor, he provides personal advise to CEOs of the world’s largest asset management firms. Ben works closely with clients worldwide to develop corporate strategies and improve their competitive positioning and financial performance.

With more than 25 years of experience in the global asset and wealth management industry, Ben advises clients across public and private investments, retail and institutional distribution, business management, cost optimization and enterprise-wide organizational structure. He has also played roles in several merger and acquistion (M&A) transactions, focusing on strategy and commercial due diligence. Ben leads consulting engagements in North America, Europe and Asia, and has contributed to the development of consulting talent across the globe.

Throughout his career, Ben has served as a strategy consultant, investment banker, and industry analyst, advising leaders of fund management firms globally. He is an expert at identifying and outlining key secular trends reshaping the global marketplace, composing data-driven analysis, and authoring thought leadership. Ben regularly speaks at major industry conferences and is frequently quoted in the press, including The Wall Street Journal, Financial Times, Bloomberg, and CNBC.

Before joining Oliver Wyman, Ben spent nearly 15 years as a senior partner with Casey Quirk, consultants in the asset management industry. There he played a pivotal role in tripling practice revenues and organizing international expansion. His most recent role was at Broadridge Financial Services, where he led efforts to build an advisory and strategy consulting practice using the firm’s proprietary data. Ben also served as a managing director with Jefferies Putnam Lovell, focusing on asset management and M&A transactions, and with the industry research firm Cerulli Associates, where he helped increase revenues by 20% and spent three years in London establishing the firm’s international presence.

Ben holds Master of Business Administration degrees from both Columbia Business School and London Business School, and a Bachelor of Science in journalism, summa cum laude from Boston University.

When not advising clients, Ben enjoys running, though completing a half-marathon remains a goal. He lives outside New York City with his wife, Stacey, and their sons

Anita Rausch is a Senior Vice President and Global Head of ETF Capital Markets, managing the liquidity, tax efficiency, and trading education of AB’s suite of exchange-traded funds (ETFs). Before joining the firm in 2022, she was head of Capital Markets for WisdomTree, a global ETF-only asset manager. Rausch has spent the better part of her career growing up alongside the ETF structure, starting on the sell side trading ETFs for the largest institutional clients at Morgan Stanley and J.P. Morgan and managing their ETF trading desks. She holds a BA in international business, with a minor in German, from the George Washington University. Location: New York

Heidi the Co-Founder, CEO and Chair of the Board of Radiant Global Investors, culminating 30 years of leadership in asset management roles that encompass investments, product development, institutional and intermediary business development and marketing.

Prior to establishing Radiant, Heidi spent 18 years at AXA Investment Managers, rising to Global Chief Executive of Rosenberg Equities, and serving on the AXA Rosenberg Group and AXA IM Management Boards. Under her direction, Rosenberg Equities substantially added to its reputation by becoming the first ESG-integrated quantitative equity investor to be focused on the intersection of ESG insights and advanced factor solutions. Prior to joining Rosenberg, she was an Executive vice President and Head of Product and Marketing at Wells Fargo Funds Management and a Managing Director at Montgomery Asset Management.

Heidi earned her bachelor’s degree in Economics from the University of California, Berkeley, completed the Stanford Graduate School of Business Executive Education Program, and is a CFA Charterholder. She is a member of the Advisory Council for the Center for Equity Gender and Leadership at the UC Berkeley HAAS School of Business, an Advisory Board member for DiversityQ, a member of the Stewardship Council for the ACT Standard of Corporate Culture created by City Hive UK, and a champion of ESG investing and a passionate advocate for diversity and inclusion, expanding the dialogue through speaking engagements worldwide.

When she isn’t changing the future of asset management, Heidi enjoys traveling and spending time with her husband and four boys. Outside of work, she is inclined to conjure up even greater levels of energy by skiing, and enjoying the mountains of Lake Tahoe. She is an active and passionate proponent of promoting financial literacy and mentoring young women in finance and technology.

David Rokeach, VP & GM of Enterprise AI at Scale, is an expert in large-scale GenAI initiatives for the world’s largest companies. As the GM of the Enterprise business at Scale, he has led the strategy, development, and deployment of complex GenAI solutions and infrastructure across industries including wealth & asset management, financial services, insurance, telecom, retail & CPG, and more.

Previously, David was a Partner at Boston Consulting Group focused on AI strategy, product development, and implementation. He also served as a policy advisor in the US House of Representatives focused on technology & science.

David earned an MBA from Duke University’s Fuqua School of Business, and a Bachelor of Arts in Political Science from Johns Hopkins University. He currently serves as a Board Director for Future Caucus, a nonprofit focused on activating young leaders to bridge the partisan divide and transform American politics.

Liz Scalf, JD, CAMS, serves as chief compliance officer and financial crimes executive for U.S. Bank Global Fund Services and oversees the Regulatory Support Services and Regulatory Administration teams. Liz previously served as CCO of four multimanager series trust serving unaffiliated advisers sponsored by U.S. Bank Global Fund Services. She has over 13 years of experience in the investment management industry. Prior to joining U.S. Bank in 2017, Liz served in various legal and compliance capacities, including as chief compliance officer with Heartland Advisors and its proprietary mutual fund complex, Heartland Group.

Liz earned a Bachelor of Business Administration in finance and marketing from the University of Wisconsin Oshkosh and a Juris Doctorate from Marquette University Law School. Liz is a licensed attorney and holds the Certified Anti-Money Laundering Specialist certification. She serves as an Adjunct Professor at Marquette Law School teaching corporate compliance and is a Steering Committee member of the Milwaukee Compliance Roundtable.

David Senra is the host of Founders podcast. For the past 8 years David has intensely studied the life and work of hundreds of history’s greatest entrepreneurs. Every week he reads another biography and shares lessons on his podcast. David has lectured on entrepreneurship at Harvard Business School, Columbia Business School, and Notre Dame. Founders is one of the top business podcasts in the world and hundreds of thousands of founders, investors, and executives listen every week. 

Douglas B. Sieg is the Managing Partner of Lord, Abbett & Co. LLC and serves as President and Chief Executive Officer of the Lord Abbett Family of Funds. As Lord Abbett’s 10th Managing Partner, Sieg is responsible for leading the firm in delivering on our mission: Securing a sustainable future for our clients, our people, and our world. In this role, he oversees the firm’s efforts in drawing on the strength of its people, delivering relevant and superior investment strategies, cultivating meaningful relationships, and ensuring organizational stability. Sieg oversees the Executive Committee and Investment Committee, which are focused on managing and operating the firm.

Since joining Lord Abbett in 1994, Sieg has worked with virtually every area of the organization, including distribution, investments, human capital management, finance, digital, and corporate services. Prior to assuming his role as Managing Partner, he was in charge of Client Services, where he led a successful international expansion of the organization. He has worked in the financial services industry since 1992.

Sieg earned a BS in business from The Pennsylvania State University. He lives in Summit, New Jersey with his wife and four daughters. Sieg is on the board of Kent Place School, which has provided a superior education to young women from diverse backgrounds for more than 100 years. In addition, he serves on the board of directors of the Investment Company Institute, the board of fellows of Weill Cornell Medicine, the Fast Company Impact Council, and as an advisor to Just Capital.

Art Silva is head of digital engagement in the Marketing Group at Fidelity Institutional^® (FI). Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions, as well as trading services to a wide range of wealth management firms and institutional investors. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Silva is responsible for achieving business results for Fidelity Institutional, Institutional Wealth Management Services, and Asset Management through world-class modern marketing strategies and differentiated digital customer experiences that generate brand awareness, engagement, demand, and retention with current and prospective clients in the wealth and investment management industry. 

Prior to assuming responsibility as the head of Digital Engagement, Mr. Silva joined Fidelity in 2019 and served as vice president of Campaign and Content Marketing for Fidelity Institutional. 

Before joining Fidelity, Mr. Silva was the vice president of Marketing at Honeywell, leading all marketing functions for the safety and productivity business unit. Prior to that, he worked at Schneider Electric, where held a wide range of marketing leadership positions, including vice president of Marketing Communications and Digital, and vice president of Segment and Solutions Marketing.

Mr. Silva earned his bachelor of science degree in industrial technology management with a minor in communications from Rhode Island College. He has also received executive leadership program certifications through UNC Kenan- Flagler Business School, and the Financial Industry Executive Leadership Program through SIFMA and the Wharton School. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 24 licenses.

Marijn Smit is Head of Transamerica Investment Solutions (TIS), which comprises Transamerica Asset Management, Inc. (TAM) and Transamerica’s Stable Value Solutions (SVS) business. He is also Chairman of the Board of Trustees for Transamerica Mutual Funds and a member of the Transamerica Sustainability Board.

As President and CEO of TAM, Smit manages the registered investment adviser with more than $65 billion* in net assets under management, over 100 funds and a network of nearly 30 sub-advisers. TAM’s products include retail mutual funds, variable insurance funds and retirement funds. Smit also oversees SVS which is Transamerica’s synthetic guaranteed investment contract (GIC) business with $51 billion in product balances.* Transamerica created the first synthetic GIC contract in 1991 and is among the top three issuers in the market.

Smit has more than 20 years of diverse experience in the financial services industry, covering banking, insurance, asset management and retirement. His background includes executive leadership, equity research, investor relations, and institutional marketing and management.

Smit is a member of the Board of Governors of the Investment Company Institute. He is also a Member of the Board of Habitat for Humanity of Metro Denver and a former Member of the Board of Directors of the Stable Value Investment Association.

Smit earned his Master of Science degree in Economics from the University of Groningen (Netherlands), with a concentration in Finance. He completed his Executive MBA at the leading international business school INSEAD, graduating with distinction.

* As of 12/31/23
Transamerica Asset Management, Inc. (TAM) is an
SEC-registered investment adviser.

Deep Srivastav is a senior vice president, head of AI & digital transformation for Franklin Templeton.

Mr Srivastav is responsible for the strategy and execution for FT’s AI and digital capabilities. He is responsible for AI research and innovation, for managing FT’s AI driven digital platform and for driving digital transformation for the enterprise and clients.

In his prior role, he was driving the development and deployment of Franklin Templeton's investment solutions through digital channels. He oversaw the digital product roadmap leveraging financial technologies, data science capabilities and investment for bringing personalized investment solutions to market.

His earlier roles within Franklin Templeton include being the global head of data & analytics and head of business strategy for North America. He has also held various leadership roles at the firm which included responsibilities of client analytics, capital market research, data sciences, digital analytics, data engineering, business intelligence, and business strategy.

Prior to Franklin Templeton, Mr. Srivastav served as the head of solutions and operations at Oracle Financial Services, technology manager at GE Capital, and engineer at Tata Motors.

Mr. Srivastav holds a bachelor of engineering in electronics from The M.S University of Baroda in India and an MBA with a focus in quantitative research and marketing from Indian Institute of Management Ahmedabad. He holds the Certificate in Quantitative Finance by the CQF Institute. He is also a GE Capital certified Six Sigma Black Belt and IBM certified in Python for Data Science and SQL.

Mr. Srivastav is the co-author of “A New Approach to Goals Based Wealth Management”, which was published in the Journal of Investment Management and won the Harry M. Markowitz Award in 2018. His other co-authored papers have bene published in Journal of Banking and Finance, Journal of Computational Management Science, Journal of Wealth Management and the Journal of Risk and Financial Management.

He is on the editorial board of the CDO Magazine, the advisory committee of SFO Chief Data Officers Community managed by Evanta, Global Business of Data Advisory Board for 2023, the client advisory board of Fractal Analytics and on the advisory council of Journal of Investment Management. He represented Franklin Templeton within Data Board (a board.org community) for 2020-21.

Julie Sweet is chair and chief executive officer of Accenture. She became CEO in September 2019 and assumed the additional position of chair in September 2021. Previously, she served as chief executive officer of Accenture's business in North America, the company's largest geographic market. Prior to that, she was Accenture's general counsel, secretary, and chief compliance officer for five years. Before joining Accenture in 2010, Julie was a partner for 10 years in the law firm Cravath, Swaine & Moore LLP.

Julie serves on the World Economic Forum Board of Trustees. Additionally, Julie is board chair of Catalyst and serves on the board of trustees for the Center for Strategic & International Studies and for the Marriott Foundation for People with Disabilities – Bridges from School to Work.

Julie holds a Bachelor of Arts degree from Claremont McKenna College and a Juris Doctor from Columbia Law School.

Julie has been recognized as one of Fortune's Most Powerful Women in Business and by Forbes as one of The World’s 100 Most Powerful Women.

John Waldron is President and Chief Operating Officer of The Goldman Sachs Group, Inc. He is a member of the Goldman Sachs Management Committee, Co-Chair of the Firmwide Enterprise Risk Committee, and Chair of the Firmwide Reputational Risk Committee.

Previously, Mr. Waldron was Co-Head of the Investment Banking Division (IBD) from 2014 to 2018. Prior to that, he was Global Head of Investment Banking Services (IBS)/Client Coverage for IBD and had oversight of the IBS Leadership Group, a group he founded in 2010. Earlier in his career, he was Global Co-Head of the Financial Sponsors Group from 2007 to 2009, Co-Head of Leveraged Finance from 2005 to 2007 and Co-Head of the Media and Entertainment Group in IBD from 2002 to 2005. Mr. Waldron joined Goldman Sachs in 2000 and was named Managing Director in 2001 and Partner in 2002.

Mr. Waldron is a member of the Executive Committee of the Institute of International Finance, a member of the International Advisory Council of the China Securities Regulatory Commission, a member of the US-China Business Council and a member of the International Advisory Panel of the Monetary Authority of Singapore.

In addition, Mr. Waldron is a member of the Board of Directors of the Cleveland Clinic, a member of the Board of Directors of Lincoln Center for the Performing Arts in New York City and a member of the Executive Committee of the Board of Trustees and Chairman of the Trustees Committee of The Lawrenceville School. He is a member of the Board of Trustees of Middlebury College, a member of the Advisory Board of the Cox School of Business at Southern Methodist University, and a member of the Council on Foreign Relations.

George Walker has served for 14 years as Chairman and CEO of Neuberger Berman, a private, independent, employee-owned investment manager founded in 1939. The firm manages $443 billion of equities, fixed income, private equity and hedge fund portfolios for global institutions, advisors and individuals. With offices in 26 countries, Neuberger Berman has been named by Pensions & Investments as the #1 Best Place to Work in Money Management (firms with more than 1,000 employees) finishing either first or second each of the last nine years. In 2021, UNPRI named the firm a Leader, a designation awarded to fewer than one percent of investment firms for excellence in ESG practices. Previously, Walker spent 14 years at Goldman Sachs where he was a member of the firm’s Partnership Committee. Walker’s current board service includes the Partnership for New York City (Vice Chair) and the Trinity School. Walker earned a BA, BS and MBA from the University of Pennsylvania.

Douglas Yones is currently the Head of Exchange Traded Products at the New York Stock Exchange, where he oversees the listings and operations teams responsible for the ETP, Closed End Funds and SPAC businesses. His department is responsible for the delivery of customized, full service end-to-end capabilities for exchange traded product issuers. From the moment an asset manager begins developing their mandate, the team at the NYSE can help to drive product and index development, regulatory guidance and legal support, an unparalleled listing day experience, and long-term enhancement of product growth and distribution alongside superior market quality and liquidity.

Prior to joining the NYSE, Douglas spent 17 years at The Vanguard Group, most recently as the Head of Domestic Equity Indexing/ETF Product Management. From 2007 through 2015, Douglas worked on the development, launch, and distribution of numerous ETFs in the U.S., U.K., and Canada. He also spent a number of years in Hong Kong, responsible for the development and launch of the regional ETF business for Vanguard in Asia.

Douglas holds the Chartered Financial Consultant (ChFC) designation with the American College, the Certified ETF Advisor (CETF) designation with the ETF Institute, an M.B.A from Villanova University, his undergraduate degree from the Pennsylvania State University, and is a registered Options and General Securities Principal with FINRA.

John Zito is a Partner and Deputy CIO of Credit at Apollo, overseeing the firm’s global Credit, Insurance and Real Estate Debt business and team. John is also a member of the Firm’s Leadership Team. Apollo’s platform spans the full financing universe across public and private markets, including corporate credit, direct lending, asset-backed finance and more. Prior to joining Apollo in 2012, John served as a Managing Director and Portfolio Manager at Brencourt Advisors and previously spent five years as a Portfolio Manager at Veritas Fund Group. John is a Chartered Financial Analyst charter holder and he graduated cum laude from Amherst College with an AB in economics.