Focus 2024 | FactSet | 29 April 2024 | The R/Evolution of an Ecosystem InterContinental Miami, 100 Chopin Plaza, Miami, FL 33131, USA

Join innovative thinkers and some of the brightest minds in the industry shaping the future of data and technology. Hear from visionaries, AI experts, and global leaders on a wide range of topics including programmatic access, multi-asset analytics, generative AI, and workflow optimization.
Take a front row seat in any of our 50+ track sessions and learn from industry and business leaders about the latest trends, technological advancements, what's now, and what’s next.

Why Attend?
You, your team, and your company will benefit from attending event. Here’s everything you need to know to help get you there:

2024 Speakers

KEYNOTE SPEAKER:

Seth Stephens-Davidowitz
NYT Bestselling Author; NYT Opinion Writer; Data Scientist; Economist

MAIN STAGE SPEAKERS:

Cara Dailey
Chief Data Officer, T. Rowe Price Associates

Christina Sradj
Head of Brand, FactSet

Dan Nathan
Principal, RiskReversal Media

Gregory Trotter
Head of Investment Risk & Analytics, Venerable

Guy Adami
Co-Founder, RiskReversal Media

Helen Shan
Chief Revenue Officer, FactSet

Jaime K. Beckel
Executive Director of Americas Sales and Customer Success, FactSet

Jeffrey Mauro
Chief Investment Officer, Fortitude Re

Jenifer Brooks
Chief Marketing Officer, FactSet

Justin Whitehead
Co-Founder & Chief Executive Officer, Pebble Finance

Kate Stepp
Chief Technology Officer, FactSet

Kristina Karnovsky
Chief Product Officer, FactSet

Liz Young
Head of Investment Strategy, SoFi

Peter Ottomanelli
Vice President of Technology Investment Management and Compliance, American Century Investments

Phil Snow
Chief Executive Officer, FactSet

Rob Robie
Executive Vice President, Head of Institutional Buy-Side, FactSet

Ryan Roser
Senior Vice President, Head of AI & ML, FactSet

Sebastian Ceria
Entrepreneur turned Philanthropist

Vijay Kasarabada
Chief Information Officer, Nuveen

TRACK SPEAKERS:

Adam Clift
Vice President, Global Head of Performance and Analytics, Columbia Threadneedle Investments

Alex Shafran
Vice President, Head of Performance and Client Reporting, Cohen and Steers Capital Management

Alexandra You-Cappello
Executive Director, Sales, FactSet

Alyx Flournoy
Applied Research, ScopeFour Capital

Andrei Marinich
Head of Portfolio Construction, PGIM Investments

Andrew Manickas
VP, Director, Managed Services, FactSet

Andrew Amon
VP Director of Sales Real Time, FactSet

Anthony Ross
Vice President, Investment Product Group, Fidelity Investments

Arun Veluswamy
Global Director for Pricing, Reference Data, and Benchmark Feeds Sales, FactSet

Bijan Beheshti
Global Director, Institutional Buy-Side Sales, FactSet

Bill Jacobson
Director of Investment and Trading Technology, Artisan Partners

Bradley Smith
Director of ETF Research, Invesco

Brian Cassin
Global Head of Capital Markets, Amazon Web Services

Bruce Feibel
Platform Manager, State Street Alpha

Bryan Richards
Director of Portfolio Construction & Management Engineering, FactSet

Bryan Lenker
Industry Field CTO, Financial Services, Snowflake

Chen Sui
Principal Product Manager, Analytics and Trading Solutions, FactSet

Chris Ellis
Senior Vice President, Global Head of Strategic Initiatives, FactSet

Chrissy Bargeron
Client Portfolio Manager, Systematic Equities, Voya Investment Management

Christian Cifelli
Director, Product Management, Data as a Service, FactSet

Clara Valtas
Vice President of Market Intelligence, Research & Strategy, BNY Mellon Investment Management

Collins Dunn
Senior Vice President, Search & Insights Product Development, FactSet

Daryl Bradford
SVP, Director, Performance & Attribution, Acadian Asset Management

David Mellars
Senior Director, Product Management, FactSet

David Mohney
Global Head of Engineering, FactSet

David Pratter
Director, Performance Risk Analysis, TD Epoch

Derek Izuel
Chief Investment Officer and Portfolio Manager, Shelton Capital Management Fund

Diane Robertson
Vice President, T. Rowe Price Group, Inc.

Donald H. Putnam
Managing Partner, Grail Partners

Donell Young
Senior Vice President, Senior Director Buy-Side Services, FactSet

Dru Holmquist
Principal, Cutter Associates

Eric Bailey
VP, Principal Sales Analytics Specialist, FactSet

Erin Bascom
Senior Vice President, Director of Front Office Sales, FactSet

Eugene Kim
Director, Solutions Architecture, FactSet

Gregory Dowling
Chief Investment Officer and Head of Research, Fund Evaluation Group

Jason Graf
Vice President, Strategic Relationship Manager, FactSet

Jason Mirsky
Head of Data Solutions for Securities Services, J.P. Morgan

Jay Jacobs
U.S. Head of Thematics and Active Equity ETFs, BlackRock

Jeremy Zhou
Vice President, Head of Indexing Solutions, FactSet

Joel Kornblum
Managing Director, Business Development and Consultant Relations, RBc Investor Services

John O'Sullivan
SVP, Senior Regional Director, Americas Asset Owners Sales, FactSet

Jonas Svallin
Senior Director, Quantitative Solutions, FactSet

Joseph Clair
Senior Vice President, Senior Director, Deep Sector Content, FactSet

Kelsey Syvrud
Director of Investment Strategy, Fire Capital Management

Laurie J. Hesketh
PMP, CIPM, Managing Director, Meradia

Matt Moeser
CEO, Continuus Technologies

Matt Vodicka
SVP, Senior Director, Product Management, FactSet

Matthew Gadsden
Equity Partner and Head of Global Equities Research Team, JANA

McKay Marschalk
Director, Product Management, Reporting & Delivery, FactSet

Mike Leader
Managing Director, Head of Investment Operations, Global Leadership Team, CPP Investments

Nathan Chang
Director of Business Analysis, Causeway Capital Management LLC

Neil Mackay
Performance and Investment Analytics Industry Professional, Standard Life Investments

Nick Vassilos
Managing Director, Head of Risk and Performance Analytics, Schwab Asset Management

Pat Reilly
Senior Vice President, Senior Director, Buy-Side, FactSet

Patrick Kaser
Managing Director & Portfolio Manager, Brandywine Global Investment Management, LLC

Paul Humphrey
CEO, BMLL Technologies

Paul Quint
Managing Director, Global Head of Market Data, BTIG

Pedro Palandrani
Director of Research, Global X ETFs

Philip Lawlor
Managing Director of Market Research, Wilshire Indexes

Phillip Mortimer
Chief Data Scientist, Accelex

Rafael Oliveira
Senior Vice President, Head of Distribution Technology, Neuberger Berman

Rich DiBenedetto
Sales Director and Product Strategy, Rimes

Richard Jackson
CEO and Managing Partner, APX Stream

Rob Fox-Simms
Head of Quantitative Equities, USS Investment Management

Ryan Stever
Deputy Chief Investment Officer, Intech Investment Management

Ryan LaFond
Deputy CIO, Algert Global

Ryan Katz
National Sales Director, USCF Investments

Savo Bakrac
Managing Director and Head of Portfolio Construction & Risk Quant Research, Citadel

Sean Murray
Senior Director, Product Management, FactSet

Sean Cort
Senior Managing Director, The Blackstone Group

Shamin Parikh
SVP, Senior Director - Quantitative and Risk Management Solutions, FactSet

Shane O'Brien
Senior Multi Asset Class Risk Specialist, FactSet

Shankar Venkatraman
VP, Global Head of Performance & Reporting, American Century Investments

Srikanth Iyer
Managing Director, Head of i3 Investments, Guardian Capital LP

Stacy Fuller
Partner, K&L Gates LLP

Stefano Michelagnoli
Global Head of Client Operations, HSBC Global Asset Management (USA) Inc

Syed Haque
Chief Investment Officer, Novant Asset Management

Yury Dubrovsky
Former Chief Risk Officer, Lazard Ltd

Zeshan Aslam
Senior Product Manager, Northern Trust

MASTERCLASS SPEAKERS:

Jana Ievins
VP, Strategic Relationship Manager, FactSet

Joseph Shankland
Multi-Asset Class Risk Specialist, FactSet

Margaret Collias
Portfolio Analytics Specialist, FactSet

Matt MacLean
Director, Front Office Solutions, FactSet

Matt Ross
VP, Principal Product Manager, FactSet

2024 Sponsors

• RiskReversal Media
• Continuus Technologies
• Rimes
• Meradia
• BMLL Technologies
• State Street Alpha
• Accelex
• Cutter Associates
• Snowflake
• AWS
• Dow Jones
• MT Newswires
• Axioma