Robert S. Kapito is President and a Director of BlackRock, a premier provider of global investment management, risk management, and advisory services.Mr. Kapito is a member of BlackRock’s Global Executive Committee and Chairman of the Global Operating Committee. He is responsible for day-to-day oversight of BlackRock’s key operating units, including Investment Strategies, Client Businesses, Technology & Operations, and Risk & Quantitative Analysis. Mr. Kapito is also a Director of iShares Inc. Mr. Kapito serves as a member of the Harvard Business School Board of Dean’s Advisors and the Global Leadership Council at the University of Oxford’s Saïd Business School. He is President of the Board of Directors for Hope and Heroes Children’s Cancer Fund. Mr. Kapito is a former Trustee of the University of Pennsylvania and former Chairman of the UJA-Federation of New York. He is the recipient of the 2009 Joseph Wharton Leadership Award, the Marine Corps-Law Enforcement Foundation’s 2010 Semper Fidelis Award and is a frequent public speaker on best practices in investment management.Mr. Kapito earned a BS degree in economics from the Wharton School of the University of Pennsylvania in 1979, and an MBA degree from Harvard Business School in 1983.

Justine Phoenix is Head of Diversity Project North America and Vice President of Distribution & Broker Dealer Engagement at Nicsa. Justine joined Nicsa with over 30 years of experience in asset management and intermediary distribution in the areas of relationship and client management, business development and operations. In her current role, Justine is responsible for building and enhancing Nicsa programs that engage and support distribution and BD executives. Before joining Nicsa, she was Vice President, Senior Relationship Manager at Fidelity Investments. In this role, she was head of relationship management for Fidelity FundsNetwork® and was responsible for overseeing all functions related to managing relationships with over 600 asset managers. Prior to joining Fidelity Investments, Justine was Director of Operations for the Investment Company Institute (ICI). In her role, she was responsible for all activities associated with mutual fund operations and distribution, including the Transfer Agent Advisory Committee and the Broker Dealer Advisory Committee. She also held leadership roles at Massachusetts Financial Services and Boston Financial Data Services prior to joining the ICI.

Greg Weiss, Managing Director, is the Head of BlackRock's Managed Accounts business responsible for setting the strategic direction, marketing and sales strategy, new product development, and cross-functional leadership driving toward business goals both internally and with key partner firms.

Prior to joining BlackRock, Mr. Weiss worked for 18 years in Global Wealth Management at UBS and Merrill Lynch in a number of leadership positions like running Fee-Based Advisory Platforms, heading product for Private Bank & International Division, and helped UBS's turnaround by building Transformation Management Office. Mr. Weiss comes from a family of entrepreneurs and brings a similar passion and spirit to his work.

Mr. Weiss earned his BA in Economics from Rutgers University and MBA from Rider University.

Patty is a Managing Director within WIM Investment Products and is the Head of Advisory, Institutional, and HNW Programs.

Background and experience

Prior to assuming this role in 2020, Patty led the Research Directed, Institutional and HNW Consulting Teams. Patty has been with Wells Fargo Advisors and predecessor firms since 1985 serving in a variety of roles with the advisory programs and served as both an analyst and portfolio manager. Patty earned a bachelor’s degree in business administration from Southern Illinois University and has represented Wells Fargo Advisors since May 2010 as a member of the Board of Governors for The Money Management Institute serving as Char in 2019.

Marc has been with Morgan Stanley Wealth Management for 19 years and is currently the head of product development for SMAs, mutual funds, money markets, ETFs and 529 Education Savings Plans. He leads a team of product managers that are responsible for supporting more than $950 billion in assets under management across these product categories. The team’s primary responsibility is to identify opportunities to develop new products and services that are designed to enhance the product offering, improve client experience and increase efficiency. Prior to his current role, Marc was the head of mutual fund and ETF due diligence for the group. During his tenure with the firm he has also held positions with Alternative Investments, Corporate Retirement Services and Risk Management.

Tyler Mathisen co-anchors CNBC's "Power Lunch" (M-F, 1PM-3PM ET) one of the network's longest running program franchises, as well as "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).

Previously, Mathisen was managing editor of "CNBC Business News," responsible for directing the network's daily content and coverage. He had been the 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."

Before joining CNBC in 1997, 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.

Follow Tyler Mathisen on Twitter @TylerMathisen.

Ida Liu is the Head of Citi Private Bank North America and a member of the Private Bank Global Leadership Team. Ida has 22 years of experience in the financial services industry with a proven track record of delivering results, developing and executing strategy and building exceptional teams. Ida leads the Private Banking activities in 25 offices across the United States and Canada and delivers robust global, wealth management solutions to ultra-high net worth and high net worth clients, family offices, global clients and foundations & endowments. Ida and team are focused on deepening and acquiring new client relationships and delivering firm wide Citi solutions. Additionally, Ida sits on the Citi Women Steering Committee, Citi’s global strategy to focus on the advancement of women. Prior to being named Head of North America, Ida was Citi Private Bank’s Global Market Manager for New York, and under her leadership, the New York business experienced double-digit growth year after year.

Prior to being the Global Market Manager for New York, Ida founded Citi Private Bank’s North America Asian Clients Group. She started her career at Citi Private Bank in 2007 by launching and heading the Fashion, Retail and Entertainment Group. Before joining Citi, Ida was at Vivienne Tam, a women’s wear design house, where she was Global Head of Sales, Marketing, Public Relations and Business Development. Prior to this, Ida spent seven years in investment banking with Merrill Lynch’s mergers and acquisitions, and technology, media and telecommunications investment banking groups in New York and Hong Kong. She started her career in mergers and acquisitions at BT Wolfensohn (now Deutsche Bank).

In 2020, the American Banker awarded Ida as one of the 25 Most Powerful Women in Finance and Barron’s recognized Ida as one of the 100 Most Influential Women in U.S. Finance. She also has been recognized as a Crain’s 40 Under 40, World Economic Forum Young Global Leader, Financial Times Top 100 Advisor and Top 50 Outstanding Asian Americans in Business. Additionally, Ida is a member of The Committee of 100 (C100) and Young Presidents’ Organization (YPO). She previously served as a Board Member for Wellesley College Alumnae Association, Harvard Kennedy School Women’s Leadership Group, Volunteers of America and as an Advisor to Asia Foundation’s Lotus Circle. Ida is a frequent contributor to Bloomberg TV, MSNBC and has been a featured speaker at many industry events.

Ida holds a BA with honors from Wellesley College, a Merrill Lynch Executive MBA from The Wharton School, University of Pennsylvania and Harvard Kennedy School Global Leadership and Public Policy for the 21st Century. She is fluent in Mandarin Chinese, Spanish and conversant in Italian and Russian.

Suni Harford was named President of Asset Management in October 2019. UBS AM is one of the largest asset managers globally, with USD 980 billion in invested assets and a presence in 22 markets. The firm offers world-class investment capabilities and styles across all major traditional and alternative asset classes, as well as platform solutions and advisory support. It is recognized for its innovation and thought leadership in key areas, such as sustainable and impact investing, and is the #1 foreign manager in China.

Suni is Chair of UBS AM's Executive Committee, Risk Committee, and is a member of the UBS Group Executive Board. She is a board member for the UBS’s Optimus Foundation, and the executive sponsor of UBS’s Sustainable Finance Committee.

She joined the firm as Head of Investments in 2017 where she was responsible for the investment team for UBS AM's traditional asset classes, passive and active, and UBS O'Connor, UBS AM's multi strategy hedge fund.

Before joining UBS, Suni worked at Citigroup for almost 25 years, most recently as the Regional Head of Markets for North America, with responsibility for sales, trading, origination and research across all fixed income, currencies, commodities, equities and municipal businesses. Suni was also a member of Citi's Pension Plan Investment Committee and a Director on the Board of Citibank Canada.

During her earlier career, Suni was Citi's Global Head of Fixed Income Research (2004-2008), was the Co-Head of Debt Capital Markets, and served as CEO of The Yield Book Inc., an analytics company and wholly-owned subsidiary of Citigroup. She started her Wall Street career at Merrill Lynch & Co. in Investment Banking.

Suni is a co-chair of the World Economic Forum Global Future Council on Investing. Sheis a founding sponsor of Veterans on Wall Street, serves on the Bob Woodruff Foundation’s Board of Directors, and is involved in many organizations raising awareness and support for the US veteran community. She is actively involved in UBS's Diversity & Inclusion Committee and a senior sponsor of UBS's women's networking and mentorship organization, All Bar None. She has served on the Board of Directors of The Forte Foundation, a US non-profit organization dedicated to increasing the number of women leaders in business.

Suni has held seats on the Board of several industry associations including the Depository Trust and Clearing Corporation and Securities Industry Financial Management Association. She is a regular contributor to industry conferences and keynotes, is Investment Week’s ‘2020 International Investment Woman of the Year’, andis often named one of American Banker’s Top 25 Women in Finance.

Suni lives in Connecticut with her husband Woody, their three children Devon, Jenna and Liam, and their dogs, Sully and Mike Wazowski.

Doug 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, Mr. 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. Mr. Sieg oversees the Executive Committee and Investment Committee, which are focused on managing and operating the firm. 

During his 26-year career at Lord Abbett, Mr. 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. 

Mr. Sieg earned a BS in business from The Pennsylvania State University. He lives in Summit, New Jersey with his wife and four daughters. Mr. 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.

As Head of Investment Data Science, Paul works with asset managers and allocators to better understand the investment decision process and to improve future decision making.  Partnering with expert fintech firms to leverage the power of data, behavioral analytics, investment analytics, and Northern Trust’s peer universe data to drive meaningful improvement to their investment strategy.  Prior to his current role Paul spent three years as the Chief Operating Officer (‘COO’) of Northern Trust’s Asset Servicing, Americas.  Before joining Northern Trust, Paul held multiple leadership positions at State Street in Boston, London and Sydney.

Prior to co-founding software fintech firm EDS, Greg spent 27 years as a fundamental investor and was an early investment team member/partner of multiple billion dollar-plus funds, including WestWay Capital, a pioneering technology fund focused on disruptive change. He was also a portfolio manager at Sage Asset Management and the founder of Rock Crest Capital, an investment firm based in Connecticut. Greg received his degree in finance from the University of Massachusetts, while competing as a member of a D1 gymnastics team.

Marc Mallett is the Director of Strategy for Asset Servicing, Americas at Northern Trust.   Marc has more than 20 years of experience in financial services consulting, technology and operations.  He has held key roles at Fidelity Investments, Citisoft and most recently SimCorp, where he led Sales and Product Management for North America.

Cheryl is a Senior Manager in EY’s Wealth and Asset Management consulting practice. She has worked extensively with leading global asset management firms for the past 10 years, focusing on executing transformational projects that help clients recognize efficiency gains and improve alpha generation. She works with asset managers to define and implement a strategy for the digital age by harnessing the power of innovation and building a diverse and inclusive culture.

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

David’s research focuses on investment implications of an evolving economic environment. He has written extensively on all aspects of the U.S. economy and his proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He currently sits on JP Morgan Fund’s operating committee.

Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.

Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.

David is a CFA® charterholder. He also has a Ph.Dand M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.

Gayle Coluccio is a Director at Aliter Investment Services LLC overseeing business operations and administration. She is financial services leader with over 25 years in the investment management industry. Her strong background and history in fund services allows Gayle the unique ability to manage the internal business and operational needs of Aliter while also having the expertise to support client management and delivery where needed. In her role at Aliter, Gayle oversees business administration for operations and technology including HR policies and staffing needs, client onboarding and coordination, budgeting and accounting, and workspace planning. She also provides input for business and strategic planning. 

Prior to joining Aliter in 2019, Gayle had a 20+ year career with State Street where she held various senior management positions including the division lead for key mutual fund clients, providing middle and back office services. While at State Street, Gayle also served as the chairperson of numerous transformation committees and championed the management of their alternative workforce and advance hiring programs with many colleges and universities. Gayle also served as the co-chair of a Diversity Working Group focused on expanding diversity participation in mentoring and sponsorship programs including campaigns and enhanced career progression opportunities.

During the COVID-19 pandemic, Gayle has led the efforts at Aliter to research and deploy solutions to address the impact of COVID to Aliter’s clients, people, and overall working environment. As a result, Gayle has supported Aliter’s enhanced virtual consulting capabilities, global resource and engagement strategy, and client service delivery. 

Gayle received her Bachelor of Science in Accountancy from Bentley University.

Mr. Nusblatt has worked in the mutual fund industry for over 30 years with a focus on Fund Administration, Regulatory Reporting and Client Management.  At DFIN, Jay is responsible for the growth and development of the Arc Suite’s SaaS solutions within the mutual fund industry. Previously, Mr. Nusblatt served as Managing Director and Head of U.S. Fund Accounting and Administration for BNY Mellon’s asset servicing group.

Mr. Clare is responsible for ensuring that all Company communications, including corporate, marketing, regulatory, and operational, meet FINRA, SEC, state insurance, and Company standards and that regulatory communications are distributed to Company clients within the specified time frames required by applicable statutes and rules.  He is also the Company’s FINRA Registered Advertising Principal. Mr. Clare obtained a J.D. (2012) in Corporate and Securities Law from New York Law School and an M.B.A. (2004) in Finance and Management from Fordham University.  He has been with Mutual of America since 1997.

Julie Smith is the Head of Operations and Fund Administration for Touchstone Investments headquartered in Cincinnati, Ohio. She has over 20 years’ experience in the investments industry.  Prior to joining Touchstone in 2005, she held various management and operations positions with Integrated Fund Services, Gradison McDonald Investments and Glaser Capital. Julie earned a Bachelor of Science in Communication, and a Bachelor of Arts in Spanish both from Ohio University, a Master of Accountancy from Northern Kentucky University and a Master of Business Administration from Colorado State University. Julie holds FINRA Series 6, 26 and 63 licenses.

Kevin Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management. Mr. Mahn is responsible for the Wealth and Asset Management products and services offered at the Firm including the SmartTrust® platform of Unit Investment Trusts (UITs). Mr. Mahn also was the Portfolio Manager of the SmartGrowth® family of Mutual Funds.

Mr. Mahn is the author of the quarterly “CEF and ETF Insights” and "Market Outlook" newsletters as well as a co-author of the book, Exchange Traded Funds: Conceptual and Practical Investment Approaches, © 2009 Riskbooks. Articles written by Mr. Mahn have been published in The Journal of Investing and The Journal of Index Investing. Mr. Mahn is a contributor to Forbes, Talk Markets and Seeking Alpha.

Prior to Hennion & Walsh, Mr. Mahn was a Senior Vice President at Lehman Brothers where he held several senior management positions, including CAO of the High Net Worth Product and Services group within Lehman’s Wealth and Asset Management division as well as COO of Lehman Brothers Bank.

Mr. Mahn received his Bachelor's degree in Business Administration from Muhlenberg College and his M.B.A. in Finance from Fairleigh Dickinson University (FDU). Mr. Mahn has also served as an adjunct professor at FDU within the Department of Economics, Finance and International Business. In 2015, Mr. Mahn received the "50 Under 50" award from the Silberman College of Business at FDU.

Mr. Mahn currently serves on the Board of Directors of NICSA and was formerly a Co-Chair of the NICSA UIT Industry Committee, winning the 2014 and 2016 NICSA MVP Awards for his accomplishments in that role. Kevin also won the Rising Stars of Mutual Funds Award from Institutional Investor in 2009.

Mr. Mahn has appeared in/on CBS News, Fox News, CNBC, Fox Business News, Wall Street Journal, Investor’s Business Daily, Fortune, Forbes, New York Times, Financial Times, USA Today, Bloomberg, Reuters, Nasdaq and Yahoo! Finance.

Ms. Formato oversees Foreside’s distribution consulting efforts and is responsible for managing strategic relationships with Intermediaries. In her role she works with both U.S. and Non-U.S clients across all product types in their product development and distribution efforts. She is passionate about assisting clients in navigating, positioning, and building awareness of their strategies in the marketplace. Prior to joining Foreside, she worked as a Relationship Manager with Fidelity Investments where she managed multiple strategic relationships, consulted on product, positioning, and marketing strategies and led the build-out of Fidelity’s FundsNetwork Distributor Service Model. She holds the FINRA Series 7 registration and has over 30 years of experience within the financial services industry

Mr. O’Brien, CEO and President of O’Shares ETFs, leads the development and management of O’Shares ETFs.

The O’Shares team applies financial measures for quality, including measures for profitability, balance sheet strength and cash earnings. These quality measures are combined with a rules-based approach to develop ETFs designed for investors with objectives ranging from wealth preservation and income to growth and capital appreciation.

Mr. O’Brien has over 25 years of experience in financial markets, including 15 years in New York, at Lehman Brothers and Merrill Lynch, followed by investment management across a range of equity and fixed income strategies, building a mutual fund business and more recently leading the successful development and growth of O’Shares ETFs. Mr. O’Brien is a graduate of Dartmouth College (MBA) and Middlebury College (BA in Physics and Economics).