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musician
Luka Kloser is Los Angeles-based musician with musical roots — her father Harald Kloser has scored many films including “Independence Day.” She’s got a new EP that’s building lots of buzz, and new single “Lie To Me” has a big hook that stays with you.
LA DJ, Tastemaker, !Spark FIrestarter
English-born American radio and television presenter, producer, and journalist best known as the former Music Director and on-air presenter for the Santa Monica, California-based radio station KCRW. Harcourt hosts the weekday 88.5 FM Morning Music Mix at KCSN in Northridge, California. He is currently the host and interviewer for DirecTV’s “Guitar Center Sessions”and also hosted a performance/interview podcast series for Guitar Center. He manages Los Angeles based singer/songwriter and producer Kita Klane.
Drew Voros is editor-in chief of ETF.com, supervising the full suite of publications, newsletters and websites, including ETF.com and ETF Report. He has over 25 years’ experience in journalism, including serving as the longtime business editor for the Oakland Tribune and sister papers of the Bay Area News Group.
GTS
As a Principal of GTS, Mr. Browne oversees Transaction Services for the firm and has been at the forefront of the ETF markets since 1996. A native Philadelphian, Mr. Browne earned a Bachelor of Science in Business Administration from La Salle University where he serves as chair of the university advancement committee. He also serves as Vice-Chairman of the Board at the Pennsylvania Academy of Fine Arts, and the New York City Boy Scouts Board of Directors.
CNBC
A CNBC veteran reporter, Bob Pisani has covered Wall Street and the stock market for nearly 20 years. Pisani has covered the global stock market, as well as initial public offerings (IPOs), exchange-traded funds (ETFs), and financial market structure for CNBC since 1990.
Gemini
Cameron and Tyler Winklevoss co-founded Gemini, a cryptocurrency exchange and custodian, to empower the individual through crypto. Gemini is a New York Trust company that allows customers to buy, sell, store, and earn more than 30 cryptocurrencies such as bitcoin, bitcoin cash, ether, zcash, and litecoin. They graduated from Harvard University with degrees in Economics in 2004 and earned their MBAs from Oxford University in 2010. Together, they represented the United States at the 2008 Olympic Games in Beijing, China, placing 6th in the Men’s Pair event. Cameron and Tyler have been angel investors and entrepreneurs in emerging technologies since 2003. They began investing in bitcoin in 2012 and launched Gemini in 2015.
Gemini
Cameron and Tyler Winklevoss co-founded Gemini, a cryptocurrency exchange and custodian, to empower the individual through crypto. Gemini is a New York Trust company that allows customers to buy, sell, store, and earn more than 30 cryptocurrencies such as bitcoin, bitcoin cash, ether, zcash, and litecoin. They graduated from Harvard University with degrees in Economics in 2004 and earned their MBAs from Oxford University in 2010. Together, they represented the United States at the 2008 Olympic Games in Beijing, China, placing 6th in the Men’s Pair event. Cameron and Tyler have been angel investors and entrepreneurs in emerging technologies since 2003. They began investing in bitcoin in 2012 and launched Gemini in 2015.
CNBC
Morningstar
Dan Lefkovitz is a 17-year veteran of Morningstar. Since 2015, he has served as strategist for Morningstar’s Indexes group, producing research supporting Morningstar’s indexing capabilities across a range of asset classes. He authors white papers, appears at industry conferences, and contributes to Morningstar.com and Morningstar Direct Research Portal. Previously, he spent 11 years on Morningstar’s manager research team. He held several different roles, including senior fund analyst and director of Morningstar’s institutional research service. From 2008-2012, he was based in Morningstar’s London office helping to build Morningstar’s fund research capability in Europe and Asia. Lefkovitz participated in the development of the Morningstar Analyst Rating™ and the Global Fund Report. As an analyst, he specialized in global equities strategies and edited the Fidelity Fund Family report newsletter from 2006 to 2008. Prior to joining Morningstar in 2004, Lefkovitz served as director of risk analysis for Marvin Zonis + Associates, a Chicago-based geopolitical and macroeconomic risk consultancy. During this time, he coauthored The Kimchi Matters: Global Business and Local Politics in a Crisis-Driven World (Agate, 2003). Lefkovitz holds a bachelor’s degree from the University of Michigan and a master’s degree from the University of Chicago.
Defiance ETFs
Sylvia Jablonski, Chief Investment Officer of Defiance ETFs. Sylvia manages Defiance’s retail and institutional investment research, capital markets and thematic ETF model portfolios. Mrs. Jablonski is a recognized pioneer in the ETF industry. Acknowledged as a top expert in the ETF space, Sylvia is frequently featured on CNBC, Bloomberg and the Wall Street Journal. Prior to joining Defiance, Sylvia was Managing Director at Direxion, advancing ETF education and strategy throughout the global financial industry, including the United States, Asia and Mexico. Sylvia is a graduate of Boston College from where she received a B.S. She also holds an MBA from Fordham University. Sylvia is FINRA Series 7,3,55, 63 and 24 licensed. She also holds Hong Kong LE Papers 1 and 2.
Invesco
Rene Reyna is Head of Thematic and Specialty Product Strategy for the Exchange-Traded Funds (ETFs) and Indexed Strategies teams at Invesco. Mr. Reyna joined Invesco in 2010. Prior to his current role, he was head of Product Strategy and Development for Invesco’s Unit Trust business. He served as a Unit Trust product specialist prior to that role. Before joining the firm, Mr. Reyna was an investment representative with JP Morgan Chase. He has been in the financial services industry since 2005. Mr. Reyna earned a BS degree in financial planning and counseling from Purdue University. He is a Certified Financial Planner® (CFP) and holds the Series 6, 7, 24, 63, and 66 registrations.
Wilshire Phoenix
William Herrmann is the Founder and Managing Partner of Wilshire Phoenix. The focus of Wilshire Phoenix is to democratize institutional and differentiated investment strategies for all investors. Prior to establishing Wilshire Phoenix, Bill was with BNY Mellon for 10+ years in numerous roles across several global teams, most recently as Vice President of Dealing and Trading. Throughout Bill’s tenure, he managed a credit risk portfolio of over $15Bn and led in the closing of 50+ high-profile corporate finance deals. Bill also managed multiple teams and led strategic initiatives across geographies.
Pearl Charles has been playing music since she was 5 years old. At 18, she formed country duo The Driftwood Singers with Christian Lee Hutson, singing and playing guitar and autoharp. At 22, she joined garage rock band The Blank Tapes as drummer. After two fun-filled years immersed in the rock and roll lifestyle, she decided it was time to pursue her own songwriting, and began developing the songs that formed 2015′s eponymous debut EP. Drawn to poppy hooks and catchy choruses, Charles draws on what she loves about the 60s, 70s and 80s while developing her unique style as a solo artist. In 2018, Pearl released debut album, Sleepless Dreamer, which Rough Trade described as “The best country-pop we’ve heard in years” and Buzzfeed called her “A modern June Carter meets Lana Del Rey.” With the recent release of the follow up, Magic Mirror, she leans into furthering her own brand of country-disco.
Innovator Capital Management
Bruce is co-founder and CEO of Innovator Capital Management. Having cofounded Power Shares Capital Management in 2003, he is recognized as one of the pioneers of the ETF industry. His leadership, creativity and entrepreneurial vision challenged the conventional thinking about ETFs and blazed a trail that made way for the massive growth of what is known today as smart or strategic beta. In addition to being recognized for best-in- class products, Bruce has been named the ETF industry’s most influential person on multiple occasions. He is a thought leader and has been quoted in financial publications around the globe.
Innovator Capital Management
John is co-founder and CIO of Innovator Capital Management, overseeing research initiatives, portfolio management and trading operations of the company. He is the co-founder of PowerShares Capital Management, LLC and T2 Capital Management, LLC, a commercial real estate private equity company. John has been quoted in the Wall Street Journal, Crain’s, Investment News, TheStreet.com and others. He is a CFA charter holder, holds a bachelor’s degree from Wheaton College and a MBA from DePaul University.
!Spark Network
ARK Investment Management
Cathie registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. With over 40 years of experience identifying and investing in innovation, Cathie founded ARK to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that cuts across sectors, market capitalizations, and geographies, Cathie believes that ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. As Chief Investment Officer (“CIO”) and Portfolio Manager, Cathie led the development of ARK’s philosophy and investment approach and has ultimate responsibility for investment decisions.
ETF.com
Gemini
David Abner is the Global Head of Business Development at Gemini. In this role, David oversees the expansion of Gemini’s institutional business and leads the relationships with major institutional partners and high-net-worth individuals on a global scale. Prior to joining Gemini, David spent the last 20 years focusing on driving the growth of the Exchange Traded Fund (ETF) industry. He was instrumental in bringing ETFs from a fringe arbitrage trading tool to an investment product utilized by institutional asset managers, reaching more than 7 trillion in AuM. His most recent book, The ETF Handbook (Wiley Finance) describes the inner workings of ETFs and how to achieve efficient portfolio implementation and execution. Most recently, David was the CEO of the European Division of WisdomTree Asset Management and a member of their global executive committee. He joined the firm as a startup and helped it grow to more than $60 billion in assets under management. Prior to that he held Managing Director roles at BNP Paribas and Bear Stearns & Co, Inc.
Bitwise Asset Management
Matt Hougan is one of the world’s leading experts on crypto, ETFs, and financial technology. He is Chief Investment Officer for Bitwise Asset Management, creator of the world’s first crypto index fund. He was previously CEO of ETF.com and Inside ETFs. He serves on the board of Equbot. LinkedIn Web Twitter: @Matt_Hougan
Osprey Funds
Greg King founded Osprey Funds in 2018, combining his transformative financial product experience and interest in crypto. Greg is also the Founder & CEO of REX Shares (since 2015). Previously, he Co-founded VelocityShares (2009), which was acquired by Janus in 2014. Greg is an innovator in the field, launching over 100 ETPs including the first ETPs tracking VIX, broad-based commodities, and FANG stocks. Greg has held key positions at Barclays, Credit Suisse, and Global X Funds. He earned an MBA from University of California, Davis and is a CFA charterholder. He has been a bitcoin investor since 2013 and enjoys spending time on his hobby farm in Redding, CT.
