GAIM Ops 2021 - New York | Informa Connect | 27 September 2021 | InterContinental New York Times Square, 300 W 44th Street New York, NY 10036, USA

GAIM Ops NY Edition brings you even more opportunities to connect with your peers. And the latest news and insights from industry experts and the new movers and shakers you only find at GAIM Ops events.

The 2021 agenda includes the latest on:

• Data, technology and security
• The new operating model for private funds
• Compliance and ops trends
• Talent management
• Private credit and private equity
• Digital assets - what lies ahead
• The future of ODD

Who's attending?
GAIM Ops NY Edition brings together a seniority of audience you simply won't find anywhere else, with leading COOs, CFOs, CCOs, GCs and Heads of ODD.

2021 Speakers

Eli Manning
Former New York Giant

Archie Manning
Former New Orleans Saint and Houston Oiler

Ric Edelman
Founder, Digital Assets Council of Financial Professionals

Carolyn Armitage
Head of Thrivent Advisor Network (TAN), Thrivent Advisor Network

Ron Bullis
CEO, Lifeworks Advisors

Gargi Pal Chaudhuri
Head of iShares Investment Strategy Americas, BlackRock

Eric Clarke
CEO, Orion

Tim Clift
Chief Investment Strategist, Envestnet/PMC

Nancy Davis
Managing Partner & CIO, Quadratic Capital Management LLC

Carina Diamond
Chief Experience Officer, Managing Partner, Dakota Wealth Management

Dani Fava
Head of Strategic Development, Envestnet

Heather Fortner
CEO, SignatureFD

David Armstrong
Editor-in-chief and Executive Director of Content, Wealthmanagement.com

Eric Balchunas
Senior ETF Analyst, Bloomberg Intelligence

Vance Barse
Founder, Your Dedicated Fiduciary

Fred Barstein
Founder & CEO, TRAU, TPSU, & 401kTV

Diana Britton
Managing Editor, WealthManagement.com

Mark Bruno
Managing Director, Wealth Management, Informa Connect

Robert Bush
DWS Research Institute, DWS

Marc Cohen
Executive Vice President, LPL Financial

Hernando Cortina
Head of Index Strategy, ISS ESG

Mike Cronan
President, ETC Marketing Services

Daniel Crosby
Chief Behavioral Officer, Orion

Cathy Curtis
Founder & Chief Investment Officer, Curtis Financial Planning, LLC

Yasmin Dahya Bilger
Head of ETFs, Engine No. 1.

John Davi
Founder & Chief Investment Officer, Astoria Portfolio Advisors

Chris Davis
Chairman and Portfolio Manager, Davis Advisors

Jillian DelSignore
Managing Director, Head of ETFs & Indexing, FLX Distribution

Naomi DePina
Managing Director, Head of ETFs & Indexing, GTS

Kim Escue
CFO & Senior Portfolio Manager, Stringer Asset Management

Bart Farinholt
Director of Corporate Strategy, Riverfront Investment Group

Don Friedman
President, Digital Assets Council of Financial Professionals

Garth Friesen
Principal & Portfolio Manager, III Capital Management

Doug Fritz
Founder & CEO, F2 Strategy

Nate Geraci
President, The ETF Store, Inc.

Megan Gorman
Founder & Managing Partner, Chequers Financial Management

Kim Greenberg
CMP, CTSM, Head of Marketing, Alerian and S-Network Global Indexes

Maura Griffin
Founder, Blue Spark Capital Advisors

Patrick Hannon
VP, Enterprise Solutions at Riskalyze, Riskalyze

Angie Herbers
Founder & Chief Executive, Herbers & Company

Stephanie Hill
Managing Director, Head of Index, Mellon

Jamie Hopkins
Managing Partner, Carson Group

Bill Housey
Managing Director of Fixed-Income & Senior Portfolio Manager, First Trust

Sam Huszczo
Founder, SGH Wealth Management

Roxanna Islam
Associate Director of Research, Alerian

Ryan Issakainen
Senior Vice President & ETF Strategist, First Trust

Janel Jackson
Head of US ETF Capital Markets, Vanguard

Davis Janowski
Senior Technology Editor, WealthManagement.com

Ben Johnson
Director of Global ETF Research, Morningstar

Lisa Johnston
Chief Marketing Officer, Edelman Financial Engines

Kevin Jurick
Asset Management Sales North America, ISS

Elisabeth Kashner
Vice President, Director of ETF Research and Analytics, FactSet

Jane Li
Lead, Analytic Data Engineering and Science, Cox Communications

Julie Littlechild
Founder & CEO, Absolute Engagement

Jud Mackrill
CEO & Cofounder, Milemarker

Jon Maier
CIO, Global X ETFs

Ross Marino
Founder, Transistus Wealth Partners

Jon Mauney
Advisors Team Leader, Betterment

Jill Mavro
Principal & Founder, Spoondrift Advisory

Ali McCarthy
Chief Marketing Officer, Skience

Lew Minsky
President and CEO, Defined Contribution Institutional Investment Association (DCIIA)

Laura Morrison
Senior Vice President, Global Head of Listings, Cboe Global Markets

Vinay Nair
Founder, Chairman, and CEO, TIFIN

Arne Noack
Head of Systematic Investment Solutions, Americas, DWS

Bob Oros
CEO, Hightower

Kara Pagliuca
Co-President Women in ETFs, Senior Account Manager, SPDR/SSGA

Shirl Penney
CEO, Dynasty Financial Partners

Penny Phillips
President & Co-Founder, Journey Strategic Wealth

Stephanie Pierce
CEO, ETF Index and Cash Investment Strategies, BNY Mellon

Tina Powell
CEO, C-Suite Social Media

Rianka R. Dorsainvil
Co-CEO, 2050 Wealth Partners

Naomi Rive
Group Director, Highvern

Fran Rodilosso
Head of Fixed Income ETF Portfolio Management, VanEck

Michael Rose
Managing Partner, Rose Capital Advisors

Ed Rosenberg
Senior Vice President and head of ETFs, American Century

Todd Rosenbluth
Senior Director, ETF & Mutual Fund Research, CFRA

Jennica Ross
Managing Director, Head of Strategic Relationships, WallachBeth Capital

Paul Saganey
Founder and President, Integrated Partners

Robert Schein
Managing Director, Partner & CIO, HighTower/ Blanke Schein Wealth Management

Kristen Schmidt
Founder, RIA Oasis

Judy Shi
Head of Business Development, Elpiscience Biopharmaceuticals

Caleb Silver
Editor-in-Chief, Investopedia

Shana Sissel
Chief Investment Officer, Spotlight Asset Group

Anna Snider
Managing Director and Head of Due Diligence, Bank of America Corporation

Robert Sofia
Chairman & CEO, Snappy Kraken

Michael Sonnenshein
CEO, Grayscale Investments

Gavin Spitzner
President, Wealth Consulting Partners

Shannon Spotswood
President, RFG Advisory

Anthony Stich
COO, NaviPlan

Adina Taylor
Vice President, Investment Product Group, Fidelity Investments

Sandra Testani
Vice President, ETF Product and Strategy, American Century Investments

Adam Teufel
Partner, Dechert

Sue Thompson
Head of Americas Distribution for SPDR ETFs

State Street Global Advisors
Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Investments

Perth Tolle
Founder, Life + Liberty Indexes

Jan Van Eck
Chief Executive Officer, Van Eck Associates Corporation

Joshua Weinberg
Senior Special Counsel, U.S. Securities and Exchange Commission

Dave Welling
Chief Executive Officer, Mercer Advisors

Jocelyn Wright
Founder and Managing Partner, Jocelyn Wright

Kelly Ye
Director of Research, IndexIQ

Linda Zhang
Founder, CEO, Purview Investments & Co-founder, Women in ETFs

ADVISORY BOARDS:

Bart Farinholt
Director of Corporate Strategy, Riverfront Investment Group

Ben Johnson
Director of ETF Research, CFA, Morningstar

Cathy Curtis
Founder, Curtis Financial Planning, LLC

David Armstrong
Editor-in-chief, Wealthmanagement.com

James Gardiner
Co-Founder & COO, TPW Investment Management

Jillian DelSignore
Managing Director, Head of ETFs & Indexing at FLX Distribution

Jill Mavro
Managing Director, CapW Global LLC | Independent Board Member | Consultant

John Davi
Founder & CIO, Astoria Portfolio Advisors

Kim Escue, CFA
Principal, CFO | Senior Portfolio Manager, Stringer Asset Management, LLC

Kim Greenberg
CMP, CTSM | Head of Marketing | Alerian and S-Network Global Indexes

Mike Cronan
President, ETF Insight (ETFI)

Perth Tolle
Founder, Life + Liberty Indexes

Todd Rosenbluth
Senior Director, ETF & Mutual Fund Research, CFRA

2021 Sponsors and Partners

PLATINUM SPONSOR:
• SEI

GOLD SPONSORS:
• CENTRL
• SS&C

SILVER SPONSORS:
• Citco
• Duff & Phelps
• Grant Thornton
• Intelligo

BRONZE SPONSORS:
• Intertrust Group
• Linedata
• State Street
• US Bank

DATA PARTNER:
• Preqin

ASSOCIATION AND MEDIA PARTNERS:
• ADAM
• AIMA
• Albourne Village
• CAASA
• Hedge Fund Alert
• ILPA
• IMDDA
• NAFFA
• NY Air