Keeley Bumford is an L.A.-based singer/songwriter and producer who performs as Dresage. (The one ‘s’ is intentional, equestrian grammarians.) Her sound is just as unbridled, with elements of jazz, R&B, and lots of moody, modern synths.
Chris Pierce makes searing soul music you can feel in your bones. His music has been featured on the TV drama “This Is Us,” and he has toured with Toots & The Maytals, B.B. King, Seal, Jill Scott, and more. He is a staple of the L.A. soul scene.
Jim Wiandt is a pioneer in the world of Exchange Traded Funds, a published author and entrepreneur. Wiandt is the founder of ETF.com and from 2002-2015 also published the Journal of Indexes, ETF Report and IndexUniverse.com. Alongside of this, he created the successful series of ‘Inside ETF’s’ conferences, which are the largest ETF-focused events in the world.
Lenore Elle Hawkins serves as the Chief Macro Strategist for Tematica Research, which develops thematic investment research and indices through a top-down (Global Macro) and bottom-up (Industry and Company Fundamentals) approach. She co-authored the book Cocktail Investing, provides consulting services for companies in Italy looking to expand globally and is a member of the Mont Pelerin Society. She has also recently developed advanced cooking skills during this pandemic, much to the chagrin of her pants.
The Daily Dirtnap
Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Jared was a trader for Lehman Brothers, specializing in ETF trading. He is also the author of Street Freak, and All The Evil of This World. He is an op-ed columnist at Bloomberg Opinion, and the host of The Jared Dillian Show, a nationally syndicated radio show on personal finance. Social links: Twitter
Cambria Investment Management
Meb Faber is is a co-founder and the Chief Investment Officer of Cambria Investment Management. Mr. Faber is the manager of Cambria’s ETFs and separate accounts. He is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.
Andrew Chanin is CEO of Procure Holdings, LLC, specializing in ETP issuance, financial IP and ETP consulting. Mr. Chanin began his ETF career in 2007 at Kellogg Group where he quickly became LMM for global and international equity ETFs. In 2009, Chanin joined Cohen Capital Group to build out the firm’s ETF trading capabilities. At Cohen Capital Group, Mr. Chanin held the title of Director of International Trading. In 2010, Chanin created PureFunds, a sponsor in the ETF market.
Lisa Rich is a successful serial entrepreneur, investor, and strategist. She is founder and Managing Partner of Hemisphere Ventures, an early-stage venture capital firm focused on frontier tech: synthetic biology, robotics, drones and space. Hemisphere has invested in 200+ U.S. companies since 2014; their portfolio has 17 space companies, including: Axiom Space (the world’s first commercial space station); Umbra (high-resolution space-based (SAR) imagery; Kubos (mission- and flight- control software for satellites); PlanetIQ (high definition weather forecasting); and space manufacturing company Made In Space.
ARK Investment Management
Sam joined ARK Invest in July 2015 as an Analyst for ARK’s Autonomous Technology and Robotics strategy. Sam focuses on automation, robotics, energy storage, alternate energy, and space exploration. Sam graduated from the University of Pennsylvania where he studied Cognitive Science with a concentration in Computation and Cognition.
Jeff Cruttenden is the co-founder of Acorns, Say, and The Treasury.
Aaron Shapiro is the Founder and CEO of Carver Edison. Prior to founding Carver Edison, Aaron was hired as the first investment professional at Edgehill Endowment Partners, a Connecticut based institutional investment firm. Edgehill focuses exclusively on investing the endowments of non-profit organizations. During Aaron’s tenure, Edgehill’s assets grew from $150 Million to over $4 Billion. Aaron is a self-taught full stack fintech programmer. He is a graduate of Babson College with a concentration in finance and holds the FINRA Series 7 license.
Drew began his career in real estate at Tungsten Partners, a real estate private equity firm, where he sourced, evaluated, structured, and facilitated real estate investments. Assessing risk and analyzing the financial and strategic viability of investment opportunities, Drew’s real estate experience spans across markets including New York City, Miami, San Francisco, Marfa, Madrid, and Venice, amounting to over $1 billion in assets. He also assisted in the management and support of Tungsten’s high net worth clients. Prior to LEX, Drew co-owned, developed, and sold an apparel consumer brand after working on Capitol Hill. He went to Harvard University.
For twenty years Aaron has been highlighting state of mind as the missing piece in our understanding of life and work. Inspired by the realization that the average normal state of mind is not a clear one, his work consistently demonstrates how a clearer mind unleashes new levels of well-being, clarity, resilience and results. Through his company One Thought, Aaron works with leaders and organisations, is a published author and international speaker.
Bruno is focused on improving financial wellness through his business and philanthropic efforts. He is CEO of FinRebel and Executive Chairman of Arbor. Former founder and CEO of Global X, which grew to over $10 billion in assets under management by the time it was sold to Mirae Asset in 2018.
Brazilian-American chef, writer and recipe consultant. After graduating from Brown University with a B.A. in post-1800s European history, she worked as an editor at Epicurious for 5 years and then pursued a graduate degree from the Chef’s Training Program at the Natural Gourmet Institute. While she has lived in New York City for over 14 years, she grew up all over the world in countries such as Brazil, Mexico, Switzerland, Russia, and Canada.
High Street on Hudson
Melissa Weller has been a baker in New York City for the last 15 years, working as head baker at Per Se Restaurant and Bouchon Bakery. From there she went on the create the bread program at Roberta’s, baking all of her bread in an outdoor, wood-fired oven. Prior to pursuing a culinary career, she worked as a chemical engineer developing fuel cell engines for alternative fuel vehicles. Melissa currently the head baker and partner at High Street on Hudson. Her first cookbook, A Good Bake, will be published by Knopf on 11/17.
Colonia Verde, Cosmica
Donnelly is chef at Colonia Verde, Comparti, Casa by Colonia Verde and Disco Tacos. He’s also a natural wine expert, and co-owner of Cosmico wine bar at National Sawdust in Williamsburg.
Sobre Masa is a tortilleria, cafe, and restaurant by Chef Zack Wangemen from Oaxaca, Mexico. He is a trained pastry chef that worked in Per Se, El Cellar de Can Roca, and Meadowood. After 10 years of being away from home, Zack began a new quest to try and bring the flavors he missed most about Oaxaca to NYC. Through Sobre Masa, Zack seeks to promote the culture behind corn and strengthen the knowledge around it serving classic Mexican dishes and delicious tortillas.
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.
Colonel Mike Mullane was selected as a Mission Specialist in 1978 in the first group of Space Shuttle Astronauts. He completed three space missions aboard the Shuttles Discovery (STS-41D) and Atlantis (STS-27 & 36) before retiring from NASA and the Air Force in 1990. His memoir, Riding Rockets: The Outrageous Tales of a Space Shuttle Astronaut, has been reviewed in the New York Times and featured on The Daily Show with Jon Stewart.
Linda H Zhang, Ph.D, is founder of Purview Investments in New York, specializing in climate resilience and impact investing through exchange-traded funds. Linda is the PM for low-carbon ESG ETF, ticker ECOZ. Previously, Linda was a portfolio manager at Blackrock, MFS, and Charles Schwab. She’s a contributor to Bloomberg, a conference speaker, and a research publisher. She is a senior advisor to Fintech firm SoFi and a co-founder of Women in ETFs.
Women Driving Innovation
Stephanie Foster launched her career in fintech two decades ago. Stephanie has worked for Fortune 500 organizations namely Western Union and Fiserv. Today, she leads product commercialization at Finastra. As part of her commitment to strengthening diversity in fintech, Stephanie helped found Women Driving Innovation. She also serves as a member of the Women’s Network in Electronic Transactions’ (Wnet) Advisory Board.
Jess is a financial planner for fitness-minded people. She coaches people into and beyond retirement by helping them build the confidence and independence they need to accomplish their goals and create a legacy for their family.
Jess works with those who believe in financial democracy – the idea that everyone should be involved in making decisions that affect their financial future.
When she isn’t building her business, you’ll likely find Jess hanging out with her family, working out with a barbell, or planning her next move to revolutionize the world.
Iron Gate East
Kelcey Edwards is an award-winning filmmaker, published author, and art curator. She produced the PBS documentary feature Wonder Women! The Untold Story of American Superheroines and is directing a documentary feature on emerging artists that will be released in early 2021. She is the founder and director of the exhibition series Iron Gate East. She holds an MFA from Stanford University and lives on Long Island with her husband and three children.
Bain Capital Ventures
Matt is a Partner at Bain Capital Ventures based in New York City and focuses on investments in financial technology. He started his investing career at Bain Capital Private Equity in 1995, having worked previously at Bain & Company, and attended Williams College. In 2000, Matt founded Village Ventures, which he ran for 12 years and where he focused on early-stage fintech investing, before rejoining Bain Capital.
Elisabeth Kashner, CFA, serves as VP and Director of ETF Research and Analytics at FactSet. Elisabeth manages FactSet’s fund classifications, ratings, and analytical data and provides original research on ETF due diligence, investor behavior, and industry practices. Elisabeth discovered the “heartbeat” trade. Elisabeth holds a BA from Brown University and a Masters in Financial Analysis from the University of San Francisco. Elisabeth is proud to have served as founding co-head of the San Francisco chapter of Women in ETFs and of the Women in ETFs Speaker’s Bureau and Press Corps.
Paul is responsible for overseeing Defiance’s operations, ETF product development, and distribution. Prior to joining Defiance, Paul was a leader of U.S. Wealth Advisory ETF distribution for BlackRock and was formally head of iShares Private Group sales desk. At BlackRock he was also responsible for iShares ETF distribution efforts across the wirehouse, independent and private wealth channels and held senior roles overseeing BlackRock open end, SMA and iShares distribution for the wirehouse channel. Paul is recognized as a top expert in the ETF industry frequently appearing on CNBC, in the Wall Street Journal and Bloomberg.
Tyrone is the CEO of Onramp Invest, founder of 401stc, a story telling consultancy, and host of Altruist’s the Human Advisor Podcast. He is a graduate of Seton Hall University, and was also a 2004 Olympic Trials qualifier in track and field in the 400 meters. He was recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019.
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
Berknell Financial Group
Dasarte Yarnway is the Founder & Managing Director of Berknell Financial Group, an innovative independent wealth management firm focused on helping millennials and seasoned investors design their best lives. Since the firm’s inception, Berknell Financial Group has become one of the most notable millennial-led financial services organizations. Coined a “financial thought leader” and Guru by Nerd Wallet and Financial Planning magazine, Dasarte believes in meeting you where you are. He has published three books and offers advice and insight through his weekly podcast, The Young Money Podcast.
Taylor Schulte, CFP® is the founder of Define Financial. He’s been recognized as a Top 40 Advisor Under 40 by InvestmentNews and a Top 100 Advisor by Investopedia. He also hosts an Apple Top 50 podcast called Experiments in Advisor Marketing. When he’s not working, you can find him traveling with his family, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
Archer Investment Management
Nina O’Neal is a Partner & Investment Advisor with Archer Investment Management. She has been featured in multiple industry publications as a sought-out national thought leader and commentator on industry topics and trends. Named one of the InvestmentNews 40 Under 40 Financial Professionals, Nina also serves as a participant for InvestmentNews and Fidelity’s Think Tank, “Future of the Financial Services Industry.” She is a writer on practice management and industry topics for Financial Planning Magazine. Nina has also been featured as a commentator in US News & World Report, The Washington Post, OnWallStreet, Bank Investment Consultant, Investor’s Business Daily, The Street, and more. She was named a 2018 recipient of the Triangle Business Journal 40 Under 40 Leadership Award.
Over the past 15 years, Rob has held roles creating brands and digital offerings for Kanye West, J&J, NFL, Roche, Ares, and Fortune 500 companies across 12 countries. Prior to Rally Rd., he led product at ScrollMotion as well as KeyMe, and developed digital products at Convene. He’s been an active investor and collector throughout his career, paving the way for his current role as Rally’s founder and CPO.
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.
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.
Rob Arnott is the founder and chairman of the board of Research Affiliates, a global asset manager dedicated to profoundly impacting the global investment community through its insights and products. He has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™ approach to investing. His success in doing so has resulted in a reputation as one of the world’s most provocative practitioners and respected financial analysts.
Climate & Capital Media
Blair Palese is Climate Editor for Climate and Capital Media. In 2009, she cofounded 350.org Australia and was its CEO for 10 years. Previously, she was a communications director for Greenpeace International and Greenpeace USA, head of international public relations for the Body Shop, editor-in-chief of Greenpages magazine, and worked at Washington Monthly and ABC.
Anita Rausch is Head of WisdomTree’s Capital Markets team, which is involved in all aspects of WisdomTree ETFs including product development, seeding, and bringing new products to market. They also work with the client base on trading strategies and best execution strategies. Prior to joining WisdomTree, Anita was an Executive Director on the JP Morgan ETF trading desk where she facilitated trades for a wide subset of clients across all ETFs. Anita started her career at Morgan Stanley and became an Executive Director on their ETF trading desk, in charge of the International ETF product. Anita is also a major contributor to both of David Abner’s books, The ETF Handbook (Wiley, 2010) and The Visual Guide to ETFs (Bloomberg, 2013).
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.
The Robo Report
Ken Schapiro is the founder and president of Backend Benchmarking. Backend’s study of robo advisors, the Robo Report and the Robo Ranking, has been covered in four Barron’s feature stories, WSJ, Money, and CNBC, among other prominent media outlets. In addition to Backend Benchmarking, Ken is president of Condor Capital Management, a fee-only RIA with over $1 billion under management that he founded in 1988. Ken is a CFA charterholder.
Dan Egan is currently in charge of Behavioral Science and Investing at Betterment, where he integrates behavioral finance and passive investment management to help customers achieve their goals. Betterment is the most behaviorally informed investing platform available – everything from our interface to our portfolios are intelligently designed to make good behavior automatic, and bad behavior difficult.
Jennifer Mitton has more than six years of experience working with clients in the financial services industry. She recently joined Interactive Advisors, where she advises clients on portfolios. Prior to Interactive Advisors, Jen managed client relations for Loomis Sayles, and Harbourvest Partners, a private equity firm. She earned a BA in Psychology from Bates College and a Masters from Harvard Extension in Finance. She holds a FINRA Series 65 license.
Claire Beams’ mission is to provide more financial options to everyday people. She is the leader of RhineVest (soon to be Commas), which is a financial advisory that provides fee-only service to the EveryInvestor: those who might not fit the astronomical standards set by traditional high net-worth advisories but still deserve personalized financial guidance to meet their goals. Claire is a CPA and CFP® based in Cincinnati, Ohio.
Twenty Over Ten
Financially Wise Inc.
Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning and education firm whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. Brittney is a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and host. Brittney was elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by InvestmentNews in 2018 and was ranked 6th on INVESTOPEDIA’s Top Influential Financial Advisors list in 2017.
Jacob is the Chief Marketing Officer of Defiance ETFs and is responsible for managing Defiance’s retail digital marketing strategy. Jacob also conceived and oversees Defiance Analytics which is Defiance ETFs LLC’s proprietary fintech A.I. marketing platform. Previously, Jacob has advised and consulted for top ETF providers and asset management executives. Jacob holds an International Bachelor of Arts (BA) from IDC Herzliya.
RLS Wealth Management
I am a Certified Financial Planner® practitioner, the founder and leader of RLS Wealth and co-founder of The AGC. Having spent my entire career in the financial services industry, I started RLS Wealth in 2015 to bring my passions to my work and help dreamers align their passions with their finances and in 2019 I helped launch The AGC™ to take that same passion to help other financial advisors. Since launching RLS Wealth, I’ve been included in Financial Advisor Magazine’s Advisors To Watch 2019, Investopedia’s Top 100 Advisor (2019 and 2020), and Investment News 40 under 40 2020 Class. When I’m not working or creating content, I’m most certainly with my wife and three boys.
Jason Wenk has worked in the financial services industry for over 20 years as a financial advisor, investment systems developer, analyst, and founder of multiple companies, including FormulaFolios. With Jason as CEO, FormulaFolios achieved a 13,927% 3-year growth rate and managed over $3.2 billion. He relayed this success into Altruist, a digital brokerage platform built for RIAs with a mission to make investing fair for everyone.