Representing
Head of Solutions Strategy & Development at SEI
Chief People Officer at Aon plc
Client Portfolio Manager, Defined Contribution Team, Institutional Group at SEI
Managing Director, Institutional Marketing at SEI
Senior Vice President, Aon Cyber Solutions at Aon

Jacqueline Gogel

Director at Vested
Representing
Senior Director, Global Advisory Services at Diebold Nixdorf
Head of Global Banking Solutions at SEI
Managing Director, New Business Development at SEI
Managing Director, Nonprofit Group at SEI Investments
Client Portfolio Manager, Defined Contribution Team, Institutional Group at SEI
Representing
Senior Director Accounting Standards — Public Accounting at American Institute of Certified Public Accountants (AICPA)
Accounting Standards, Senior Technical Manager at AICPA
Accounting Standards, Depository Institutions Expert Panel at American Institute of Certified Public Accountants (AICPA)
American Institute of Certified Public Accountants (AICPA)
Owner at Mimi Blanco-Best, CPA
Representing
Co-Founder & COO at PeerStreet
Co-Founder and CEO at PeerStreet
Executive Chairman at Bailard
Chief Executive Officer at Bailard
Executive Vice President, Real Estate at Bailard
Representing
Director of Modern Alpha at WisdomTree Investments
Managing Director, Nonprofit Group at SEI Investments
Managing Director, New Business Development at SEI
Head of U.S. Capital Markets at RBC Capital Markets
Managing Director at RBC Capital Markets
Representing
Vice President, Legal at Grayscale Investments
Head of Family Governance and Wealth Education at Morgan Stanley Wealth Management
Head of US Multi-Sector Fixed Income at Insight Investment
Portfolio Manager at Insight Investment
Head of Currency Solutions at Insight Investment
Representing
Managing Consultant at Synechron
Founder & CEO at NAX Group
Head of SEI’s Investment Management Unit at SEI
Managing Director & Head of New Services and Strategic Partnerships at SEI Investments
Representing
Chief Medical Officer at Aon plc
Director of Modern Alpha at Wisdom Tree
Chief Investment Officer, Wealth Management at Morgan Stanley
Executive Director & Head of Wealth Management's Equity Model Portfolio Solution at Morgan Stanley
Chief Analytics and Data Officer at Morgan Stanley
Representing
Contributing Writer at Choosing Therapy
Social Worker, Therapist, & Writer at Choosing Therapy
Contributing Writer at Choosing Therapy
Owner of MCM South, Medical Billing Service, LLC at Choosing Therapy
Mental Health Clinician at UCF College of Medicine

Binna Kim

President at Vested
Representing
Chief Behavioral Economist at Qapital
Partner at EY
US Blockchain Practice Leader at EY
Vice Chair and Regional Managing Partner, FSO at EY
CEO at North Lane

Olivia Bagatelle

Associate at Vested
Representing
Partner at EY
US Blockchain Practice Leader at EY
Managing Director at EY
Principal, Washington Council EY at EY
US Reshaping Results and Restructuring Leader at EY
Representing
Managing Director Senior Wealth Strategist at Boston Private
Chairman & CEO at First Independence Bank
Chief People and Places Officer at Finastra
Head of Strategic Business Development (Wealth Management & Trust) at Boston Private
Partner, Director of Taxable Research at NEPC

Lisa Seidenberg

VP, Media Relations at Greentarget Global Group
Representing
Global chair of Katten's Financial Markets and Funds practice at Katten Muchin Rosenman LLP
Partner at Katten Muchin Rosenman LLP
Chief Economist at RBC Global Asset Management
Partner, International Trade Practice at Hogan Lovells
Chair of Securities and Capital Markets at Barnes & Thornburg
Representing
Senior Managing Director, Investigations and Cyber Forensics at Guidepost Solutions
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
Representing
Proposition Director at SEI Wealth Platform
Chief Economist at Sögur Monetary Technologies
Director at Synechron
CEO and Co-founder at Clearscore
Chief Investment Officer at SEI Investments

Georgi DeMartino

Media Relations Manager at Barnard College
Representing
Professor of Political Science at Barnard College
Assistant Professor of Neuroscience at Barnard College
Term Assistant Professor of Education at Barnard College
Assistant Professor of Sociology and Urban Studies at Barnard College
President at Barnard College

Angela Trostle

Managing Partner & President at AMW Public Relations
Representing
Chairman & CEO at Forbes & Manhattan
Founder & CEO at Adam Lyons Coaching
CEO and Founder at HotelPlanner
Author of The Global Macro Edge and cross-asset class trader at The Protean Trader
Dr. Roger McIntyre, MD, FRCPC is the President of CRTCE, CEO of AltMed, Professo at AltMed

Caroline Rebosio

Account Executive at CoynePR
Representing
Professor of Philosophy at Stevens Institute of Technology
Professor of Business Administration at University of Virginia Darden School of Business
Tayloe Murphy Professor of Business Administration Senior Associate Dean and Chi at University of Virginia Darden School of Business
Professor and Leader, Hanlon Financial Systems Center at Stevens Institute of Technology
Assistant Professor of Business Administration at University of Virginia Darden School of Business

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

Netanel Spero

Director of Global Public Relations at SEI Investments
Representing
Executive Vice President and Chief Financial Officer at SEI
Director of Investment Planning for Independent Advisor Solutions at SEI
Director, SEI Private Wealth Management at SEI
Head of IT Services at SEI
Managing Director and Head of Global Fixed Income Portfolio Management at SEI Investments
Representing
Senior Financial Planner at Buckingham Advisors
Senior Investment Advisor at Intercontinental Wealth Advisors LLC
Founder at Stratus Wealth Advisors
Founder & CEO at WVL Group
President at T3 Technology Tools for Today

Jana Harris

Graduate Associate at Vested
Representing
Senior Biotechnology Analyst at RBC Capital Markets
Equity Analyst at RBC Capital Markets
Managing Director at RBC Capital Markets
Managing Director and Co-Head of Biotechnology Equity Research at RBC Capital Markets
Managing Director, Payments, Processors and IT Services Research at RBC Capital Markets
Representing
CEO at Grayscale Investments
Head of Investment Strategy at Citi Personal Wealth Management
Chief Executive Officer at Genesis Trading
Chief U.S. Economist at RBC Capital Markets
Head of US Equity Strategy at RBC Capital Markets
Representing
Partner at NEPC
Partner at NEPC
Partner at NEPC
Director of Financial Planning, Senior Wealth Advisor at Boston Private
Managing Director Senior Wealth Strategist at Boston Private

Eric Hazard

Managing Director at Vested
Representing
Managing Director, New Business Development at SEI
Client Portfolio Manager, Defined Contribution Team, Institutional Group at SEI
Managing Director, Institutional Marketing at SEI
Head of Global Banking Solutions at SEI
Head of Solutions Strategy & Development at SEI

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)
Founding Chair, Department of Brain Health 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)

Alisha Alvarez

Account Supervisor at Bospar
Representing
Primary Therapist at All Points North Lodge
Co-Founder at Culturintel
Digital Privacy Expert at NordVPN
Chief Revenue Officer at ENGAGE Talent
Chief Executive Officer at All Points North Lodge
Representing
Vice President, Strategy at Dynamo Software
Director of Private Equity Solutions at Backstop Solutions Group
VP, Information Security at Backstop Solutions Group
President at Golub Capital
Managing Director at Golub Capital

Nikki Neumann

Account Executive at Dotted Line Communications
#Advertising #Language #Media #VentureCapital #MarketingAndSales
Representing
Real estate agent at Avenue 8
Senior Research Editor at Dictionary.com
Real estate agent at Avenue 8
Vice President of Strategic Partnerships at Thomson Reuters
Co-Founder at Avenue 8

Natalie Svider

Senior Vice President & Communications Director at Wedbush Securities
#ChairOfTheFederalReserve #TechStocks #LargeCapStocks #InvestmentInStocks #Equities
Representing
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
Managing Director, Equity Research at Wedbush Securities