Jacqueline Gogel

Director at Vested
Representing
CEO at Covered Holdings
Co-Founder & COO at PeerStreet
VP, Marketing, Corporate Development & Strategy, North America at North Lane
President and Chief Executive Officer at Diebold Nixdorf
VP, Retail Strategy at Diebold Nixdorf

Seres Lu

Account Manager at Vested
Representing
Group Compliance Director at WorldRemit
Global Head of Sales at Quantitative Brokers
CEO at Quantitative Brokers
Senior Director, Global Software Innovation at Diebold Nixdorf
Advanced Technology Incubation Manager at Diebold Nixdorf
Representing
Managing Director at SEI Investments Management
Proposition Director at SEI Wealth Platform
Head of SEI’s Investment Management Unit at SEI
Managing Director & Head of New Services and Strategic Partnerships at SEI Investments
Chief Investment Officer, Non Traditional Strategies at SEI Investments
Representing
VP, Marketing, Corporate Development & Strategy, North America at North Lane
Senior Investor Strategy Advisor at WisdomTree Investments
Managing Director at SEI Investments Management
Managing Director at RBC Capital Markets
Chief U.S. Economist at RBC Capital Markets
Representing
Senior Investor Strategy Advisor at WisdomTree Investments
Managing Director at SEI Investments Management
Proposition Director at SEI Wealth Platform
Chief Investment Officer, Model Portfolios at WisdomTree Investments
Head of SEI’s Investment Management Unit at SEI
Representing
CEO at Finastra
Chief Investment Officer at Boston Private
Partner, Private Wealth Practice Group at NEPC
Partner, Philanthropic Practice and Private Wealth Director at NEPC
Partner, Director of Consulting Services at NEPC
Representing
Child psychoanalyst, psychologist, and therapist. at Choosing Therapy
Therapist at Choosing Therapy
Licensed Marriage and Family Therapist, Lead Applied Behavioral Analyst at Choosing Therapy
Professor and Writer at Choosing Therapy
Licensed Clinical Addiction Specialist & NC Substance Abuse Board Member at Choosing Therapy

Olivia Bagatelle

Associate at Vested
Representing
Partner & Principal at EY
Partner at EY
Global Banking & Capital Markets - Deputy Sector Leader at EY
Wealth and Asset Management US Advisory Leader at EY
Global Chairman and CEO at EY

Georgi DeMartino

Media Relations Manager at Barnard College
Representing
Professor, Director/Chair of the Education Program at Barnard College
Virginia Bloedel Wright '51 Professor of Art History at Barnard College
Professor of Professional Practice & Director of the Music Department at Barnard College
Assistant Professor of Economics at Barnard College
Assistant Professor of Political Science at Barnard College
Representing
Senior Investment Advisor at Intercontinental Wealth Advisors LLC
Founder and CEO at Keen Wealth Advisors
Managing Partner at Center for Financial Planning
Founder & CEO at WVL Group
CFP, JD, MBA at Yardley Wealth Management

Lisa Seidenberg

VP, Media Relations at Greentarget Global Group
Representing
Chief Economist at RBC Global Asset Management
Partner, International Trade Practice at Hogan Lovells
Chair of Securities and Capital Markets at Barnes & Thornburg
Managing Director, Responsible Investing at Royal Bank of Canada
Partner at Barnes & Thornburg

Monica Roberts

Director of Media Relations at Oklahoma State University
Representing
Professor and Head of the OSU History Department at Oklahoma State University
Assistant Professor — School of Electrical and Computer Engineering at Oklahoma State University
Assistant Professor — College of Veterinary Medicine at Oklahoma State University
Assistant Professor of Public Health Nutrition at Oklahoma State University
Associate Professor — College of Education and Human Sciences at Oklahoma State University

Caroline Rebosio

Account Executive at CoynePR
Representing
Professor of Business Administration at University of Virginia Darden School of Business
Professor of Business Administration at University of Virginia Darden School of Business
Assistant Professor of Business Administration at University of Virginia Darden School of Business
Professor of Business Administration at University of Virginia Darden School of Business
Professor of Practice at University of Virginia Darden School of Business
Representing
Vice President of Fraud & Identity Management Strategy at LexisNexis Risk Solutions
CEO at Guidepost Solutions
Vice President, Global Financial Crime Compliance Strategy at LexisNexis Risk Solutions
President, Security and Technology Consulting at Guidepost Solutions
Vice President, Consumer Credit Risk Assessment at LexisNexis Risk Solutions

Netanel Spero

Director of Global Public Relations at SEI Investments
Representing
Head of SEI’s Investment Management Unit at SEI
Managing Director & Head of New Services and Strategic Partnerships at SEI Investments
Chief Investment Officer, Non Traditional Strategies at SEI Investments
Managing Director and Head of Global Fixed Income Portfolio Management at SEI Investments
Chief Market Strategist at SEI

Angela Trostle

Managing Partner & President at AMW Public Relations
Representing
CEO & Founder at 1-800-Accountant
President of the Americas at HotelPlanner
Chairman & CEO at Forbes & Manhattan
Founder & CEO at MySizeID
CEO and Founder at HotelPlanner
Representing
Partner, Private Wealth Practice Group at NEPC
Partner, Philanthropic Practice and Private Wealth Director at NEPC
Partner, Director of Consulting Services at NEPC
Managing Partner at NEPC
Principal, Senior Consultant at NEPC

Jana Harris

Graduate Associate at Vested
Representing
Managing Director & Head of Consultant Relations at RBC Global Asset Management
Managing Director at RBC Capital Markets
Managing Director at RBC Investor & Treasury Services
Equity Research Analyst at RBC Capital
Director, Personal Finance at Morningstar, Inc.
Representing
CEO at Covered Holdings
Executive Director at Elevate Credit: Center for the New Middle Class
Vice President, Strategy at Dynamo Software
Director of Private Equity Solutions at Backstop Solutions Group
VP, Information Security at Backstop Solutions Group

Kristen Voorhees

Director at Clyde Group
Representing
Associate Professor of Finance at George Mason University School of Business
Associate Dean at George Mason University School of Business
Director, Retail Center at George Mason University School of Business
Assistant Professor of Finance at George Mason University School of Business
Executive Director of Center for Government Contracting at George Mason University School of Business

Natalie Svider

Senior Vice President & Communications Director at Wedbush Securities
#ChairOfTheFederalReserve #TechStocks #LargeCapStocks #InvestmentInStocks #Equities
Representing
Managing Director of Equity Trading at Wedbush Securities
Managing Director, Equity Research at Wedbush Securities
Managing Director at Wedbush Securities
Managing Director, Equity Research at Wedbush Securities
Managing Director of Fixed Income Financing Futures and Rates at Wedbush Securities

Matt Jones

Account Manager at Vested
Representing
Proposition Director at SEI Wealth Platform
Head of SEI’s Investment Management Unit at SEI
Managing Director & Head of New Services and Strategic Partnerships at SEI Investments
Chief Investment Officer, Non Traditional Strategies at SEI Investments
Director, SEI Private Wealth Management at SEI

Eric Hazard

Managing Director at Vested
Representing
Managing Director & Head of New Services and Strategic Partnerships at SEI Investments
Investment Solutions Director at SEI Private Wealth Management
Managing Director, SEI Private Wealth Management at SEI
Chief Executive Officer at Vested Ventures
Senior Vice President at SEI
Representing
Managing Director at RBC Capital Markets
Chief U.S. Economist at RBC Capital Markets
Head of US Equity Strategy at RBC Capital Markets
Chief Executive Officer at Genesis Trading
Managing Director at Grayscale Investments

Andie Babusik

Media Relations Specialist at Clyde Group
Representing
Associate Professor of Finance at George Mason University School of Business
Associate Dean at George Mason University School of Business
Director, Retail Center at George Mason University School of Business
Assistant Professor of Finance at George Mason University School of Business
Executive Director of Center for Government Contracting at George Mason University School of Business

Keyonna Summers

Senior Media Relations Specialist at University of Nevada, Las Vegas
Representing
Associate Professor at University of Nevada
Assistant Professor of Political Science at University of Nevada Las Vegas (UNLV)
Professor of Political Science & Past Director, Women's Research Institute of Ne at University of Nevada Las Vegas (UNLV)
Professor at University of Nevada Las Vegas (UNLV)
Dean, College of Fine Arts at University of Nevada Las Vegas (UNLV)

Padraic Swanton

Associate Vice President at Greentarget Global Group
Representing
Partner at Hughes Hubbard and Reed
Managing Director at Berkeley Research Group, LLC
Managing Director at Berkeley Research Group, LLC
Partner at Stroock & Stroock & Lavan LLP
Shareholder at Littler Mendelson
Representing
CEO at Sunrise Banks
CEO at Primal Branding
CPA, Founder at Miller and Company, LLP
Psychiatrist at Psychiatrist NYC
Interventional Pain Management Doctor at Pain Free NYC
Representing
Partner at Centana Growth Partners
Founder & Partner at Centana Growth Partners
Chief Executive Officer, USA at Deposit Solutions
Partner at Centana Growth Partners
President, CEO and Portfolio Manager at Vision Capital

Randi Rispoli

Media Relations & Communications at CoynePR
Representing
Professor of Business Administration at University of Virginia Darden School of Business
Associate Professor of Business Administration at University of Virginia Darden School of Business
Professor of Finance at University of Virginia Darden School of Business
Professor of Business Administration at University of Virginia Darden School of Business
Assistant Professor of Business Administration at University of Virginia Darden School of Business