Jeffrey Alberts

Partner 
Pryor Cashman

Jeffrey Alberts is a partner at Pryor Cashman and the head of Pryor Cashman's Financial Institutions Group. Jeffrey was previously a federal prosecutor in the U.S. Attorney's Office in the Southern District of New York. He regularly advises clients on regulatory issues relating to cutting edge technology including artificial intelligence and digital assets.

Ramine Bigdeliazari

VP of Product 
Fidelity Digital Assets

Ramine Bigdeliazari joined Fidelity Digital Assets℠ in 2019. As Product Strategy Lead, Ramine is responsible for defining long-term product vision and continuing expansion of product and service offerings across the digital assets landscape.

Ramine joined Fidelity from Goldman Sachs, as Vice President of Market Solutions, where he led enterprise blockchain efforts across several business lines, including equity derivatives, CDS, and futures, among other strategic initiatives aimed at optimizing post-execution market structure and firm operations.

Prior to Goldman Sachs, Ramine began his career at Deloitte as a Senior Associate in Financial Services Advisory focused on Investment Management and Insurance. Ramine holds an MBA from the McCallum School of Business at Bentley University and a BS in Accounting from Bentley University. He is also a Chartered Financial Analyst (CFA).

David Breakstone

Managing Director - Head of GTM for Wealth & Asset Management
ServiceNow

David Breakstone is the global go-to-market lead for Wealth & Asset Management at ServiceNow. In this role, he is responsible for driving strategic initiatives, building and prioritizing innovative solutions, and partnering with key clients to help them transform their businesses. With a focus on harnessing the power of AI, Data and Automation, David helps firms unlock new opportunities, accelerate growth and realize greater value from their ServiceNow investment.

David brings over 25 years of experience leading complex customer and business transformation initiatives within and Financial Services. He has deep expertise in developing and managing investment programs for High-Net Worth, Affluent and Institutional Investors. Throughout his career, David has remained focused on enhancing the advisor experience and equipping financial professionals with the tools to strengthen client relationships. He holds FINRA licenses 6, 66, 24, 9 and 10.

Greg Cignarella

Head of Americas
Tokeny

Accomplished financial services executive and sales leader based in New York, currently serving as Head of Americas at Tokeny, an Apex Group company, and also Director of Digital Assets Sales at Apex. Pror to moving to the fintech space, Greg dedicated over 25 years in Capital Markets, specifically in Fixed Income Sales and Sales Management, specializing in Interest Rates and MBS cash and derivative products.

He is widely recognized for his ability to navigate complex financial products, manage high-performing teams and cultivate strong industry partnerships.

Paul F. Fahey

Head of Client Consulting and Strategic Partnerships
Northern Trust

As Head of Client Consulting and Strategic Partnerships, Paul works with asset managers and allocators to better understand the investment decision process and to improve future decision making. Partnering with expert fintech firms to enable clients to: digitize the process of developing and executing investment ideas, better measure, compare, and refine the effectiveness of those ideas and, leverage the power of data, behavioral analytics, investment analytics, and Northern Trust’s peer universe data to drive meaningful improvement to their investment strategy.

Prior to his current role Paul spent three years as the Chief Operating Officer (‘COO’) of Northern Trust’s Asset Servicing, Americas, responsible for service and delivery of all aspects of the asset servicing business to asset manager, asset allocator and insurance company clients in North America.

Prior to joining Northern Trust, Paul led Global Product Management for the Investor Services Group at State Street. In this capacity, Paul led large, strategic product development initiatives across multiple market segments, including collective funds, pensions, middle office outsourcing and insurance. His time at State Street also included leadership assignments in Sydney and London.

Paul has an MBA in strategic management and accounting and a B.A. (cum laude) in business administration, both from Boston College

Dave Hendricks

CEO and Founder
Vertalo

As one of the first issuers to tokenize RWA - Vertalo’s Series A equity in March of 2018 - Dave Hendricks is the product visionary, CEO, and Founder of Vertalo, one of the largest SEC-registered digital transfer agents and tokenization platforms in the world. In the 8 years since it’s own tokenized RWA, Dave and his team at Vertalo have helped more than 100 client partners around the world issue more than 350 private securities, including issuing 4 billion tokenized shares on the Aptos, Ethereum, and Tezos Blockchains. With over 100k investors onboarded for its issuer clients,, Vertalo is one of the largest providers of shared and on-prem critical infrastructure in the regulated digital assets industry. Vertalo is headquartered in Austin Texas and you can learn more at https://chainenabled.substack.com/ or https://www.vertalo.com/.

Dan Ives

Global Head of Tech Research, Managing Director, Senior Equity Analyst
Wedbush Securities

Daniel Ives is a Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities since 2018. He also serves as the Global Head of Technology Research at Wedbush. Dan has been a tech analyst on Wall Street for over two decades, covering software and the broader technology landscape.

He began his career as a financial analyst at HBO before earning his MBA in Finance and becoming a globally recognized technology equity research analyst and Managing Director at FBR Capital Markets, where he spent 16 years focusing on enterprise software and hardware sectors—including cybersecurity, cloud computing, big data, and the mobile landscape. A major area of his current research is electric vehicles and disruptive technologies expected to shape the next decade.

Ranjani Iyer

Managing Director, Head of Asset Servicing Transformation and Portfolio Governance
BNY

Ranjani Iyer is the Head of Client Activation, Data Delivery and Channels for Fund Services inclusive of the Accounting Platform, Investor Solutions and ETFs. In her current role she works with clients and internal partners on driving a digital first client experience through designing data solutions, enabling client integration and process changes through automation. She has led several change programs delivering value for our large clients including NAV Oversight, AI models, straight through processing improvements, Data and reengineering our core Accounting platforms. She also serves as the AI champion for Fund Services and is on the AI Council providing governance oversight for business implementations.

Previously, Ranjani led the design and build out of the Cyber, Operations and Technology Center (CTOC) at BNY and delivered several digital and data solutions to further our Resiliency capabilities through automation and real time monitoring, differentiating capabilities with clients and Regulators.

Ranjani joined BNY in 2012 and was named Managing Director in 2024. Prior to BNY Ranjani was a management consultant leading Business and Operations transformation and solution design for clients in the Aerospace and Manufacturing sector. She holds a Master’s degree (MBA) in Marketing and an Executive Women in Leadership program certification from Cornell University.

Zack Kass

Global AI Advisor and the Former Head of Go-To-Market at OpenAI
Keynote Speaker

Zack Kass is an advisor, researcher, keynote speaker, and the former Head of Go-To-Market at OpenAI.

At OpenAI, Zack led the teams responsible for sales, partnerships, and customer success, turning the company’s cutting-edge research into real-world business solutions. He has personally advised executives across dozens of industries on deploying AI at scale.

As an executive business advisor, Zack now works with Fortune 1,000 boardrooms and leadership teams—including Coca-Cola, Morgan Stanley, and Amgen—to help leaders navigate the rapidly evolving AI landscape.

Zack’s mission is to ensure individuals, businesses, and governments are active participants in the AI-powered future by making the technology both understandable and actionable. He is recognized as one of the foremost thinkers in applied AI, with his insights featured in Fortune, Newsweek, Entrepreneur, AdAge, and Business Insider.

Beyond his advisory work, Zack also supports AI education and research at the University of Virginia. He holds a BA from the University of California, Berkeley, and currently resides in Santa Barbara, California.

Advisory Services

Zack and his team also help organizations navigate the complexities of AI adoption, providing leadership with the strategies and frameworks needed to drive real business impact. As AI strategists and business transformation experts, they work closely with executive teams to identify challenges, assess opportunities, and implement AI solutions that prepare companies for the future of work.

Through boardroom advisory, executive workshops, and strategy consulting, Zack provides the insight and practical guidance needed to integrate AI effectively. While the team is committed to delivering successful business outcomes, the broader mission is to contribute to an optimistic AI future by empowering organizations to innovate, operate more efficiently, and ultimately expand human potential.

David Kim

Managing Director
Morgan Stanley

David is a Managing Director and Head of Product Management for Traditional Investment Products within Wealth Management – Investment Solutions. David is responsible for driving strategic initiatives, business development and overall support for all products including Domestic and Offshore Mutual Funds and ETFs, SMAs, 529 Plans, Money Market Funds, UITs, and CEFs. Previously, David was Head of Product Risk Management within Investment Solutions and responsible for risk oversight over various business units within Wealth Management – Investment Solutions.

David joined Morgan Stanley in 2013. Prior to joining Morgan Stanley, David held various roles within audit, accounting, and finance for various financial services firms and PwC.

David graduated from The College of New Jersey with a B.S. and he received his M.B.A. in Accountancy from the Zicklin School of Business at Baruch College. He is a CPA, has his FINRA Series 7, 4, and 24 licenses, and passed CFA level 1 and 2. He resides in Northern NJ with his wife, and their two children and lovely maltipoo.

Blake Lynch

Head of Sales
IMTC

Blake Lynch is Head of Sales at IMTC, a leading provider of fixed income technology solutions. With over a decade of experience in both retail and institutional asset management, Blake helps investment firms modernize their operations and drive strategic growth through scalable, tech-enabled platforms. As one of IMTC’s earliest team members, he has played a key role in the company’s expansion and client success. Blake was named a 2025 Rising Star by The Bond Buyer and frequently speaks at industry events on the intersection of fintech, fixed income, and SMA management.

Kevin Mahn

President and Chief Investment Officer
Hennion & Walsh Asset Management

Kevin Mahn is a leading expert in the investment management industry, currently serving as the President and Chief Investment Officer of Hennion & Walsh Asset Management. He also holds the position of Chief Investment Officer of SmartTrust UITs. Kevin specializes in investment and economic research, as well as portfolio management. He believes that a comprehensive approach to wealth management involves a plan that incorporates investing discipline, appropriate asset allocation, proper diversification, and continuous rebalancing. Kevin emphasizes that goals without plans are merely hopes, underscoring the importance of strategic planning in achieving financial success.

Devin McCune

Vice President Fiduciary Services
Broadridge

Devin McCune is Vice President of Board Solutions at Broadridge. In this position Devin oversees Broadridge’s 15(c), Assessment of Value and Pricing Solutions oversight offerings as well as many tools that provide asset managers oversight capabilities. Using the expertise gained over years of working in 15(c) and related board reporting, Devin is able to help boards navigate and digest the contract renewal process and materials. In addition, Devin has been a witness in both litigation and SEC investigations against asset managers.

Tod McKenna

Head of Artificial Intelligence
Citi

Christopher Millan

Executive Director, Securities Services
JP Morgan

Chris Millan is an Executive Director within the Digital Securities Services chief data and analytics office at JPMorgan. He leads the global AI/ML product team dedicated to advancing the business’s digital transformation agenda. In this role, Chris drives the development and implementation of innovative artificial intelligence and machine learning solutions that enhance product capabilities, operational efficiency and risk management across the securities services business.

Before joining Securities Services, Chris held key product development roles within JPMorgan’s Markets and Prime Brokerage divisions. There, he led initiatives to modernize trading platforms, optimize collateral management, and deliver analytics for institutional clients. Chris’s experience spans the full product lifecycle, from strategic vision and design to execution and commercialization.

Expertise includes:
- Collaborating with data scientists, engineers, and business partners to deliver scalable, high-impact AI/ML products tailored to securities services operations

- Leading end-to-end AI model development, from data sourcing and feature engineering to model training, validation, and deployment in production environments

- Integrating emerging technologies from fintechs and vendors to enhance automation, predictive analytics, and operational resilience.

Maria Nazareth

Partner, Data Analytics, AI and Gen AI Leader for Financial Services
PwC

Maria leads PwC’s AI practice for Financial Services. Maria and her team are focused on helping clients across industries harness the power of AI and data to innovate, optimize, and transform their businesses. With over 20 years of experience in technology and consulting, she is a recognized influencer and ambassador in the global AI community, as well as a frequent speaker and author on AI topics.

Josh Olson

Senior Product Manager, Investment Advisory
Edward Jones

Josh Olson leads the Platform Construction team in Investment Advisory at Edward Jones, serves as the portfolio lead for the firm’s Core Wealth Offering, and sits on the WMAS and AI Guiding Body committee. He and his team are responsible for delivery of the future wealth management capabilities for the firm’s advisory business, partnering with stakeholder groups across and outside the organization to ensure on-time delivery of the commercial product pipeline.

Josh began his career at Edward Jones in 2007 as a sell-side analyst, where he ultimately led the team responsible for coverage of the Technology and Communication sector. After twelve years in Research, Josh transitioned to his current role, where his primary focus has been leading the design, development and delivery of foundational capabilities to support the firm's $900 billion advisory platform.

Prior to joining Edward Jones, Josh spent seven years as a senior software engineer, where he developed enterprise solutions for Fortune 500 companies. Josh is a CFA Charterholder, a member of CFA Society of St. Louis, and holds a JD/MBA from St. Louis University.

Tiffani Potesta

Head of Distribution
Voya Investment Management

Tiffani Potesta is head of distribution at Voya Investment Management. As head of distribution, she oversees all distribution aspects of Voya’s institutional, insurance and intermediary business, including setting the strategic direction across U.S. and international sales, distribution strategy, product positioning, client service, relationship management and marketing. Tiffani has more than 20 years of leadership experience in the asset management industry. Prior to joining Voya, she held several senior leadership positions at Schroders where she was most recently chief strategy officer, head of distribution. Prior to that, Tiffani was head of DCIO (defined contribution investment only) and third-party insurance channels at DWS Investments. She has also held senior roles at First Eagle Funds and Allianz Global Investors.

Humera Qazi

Managing Director
Morgan Stanley

Humera Qazi is a managing director, Head of Wealth Management Operations’ Client Service and Reporting Group (CSRG). In collaboration with WM business partners, CSRG is responsible for developing and executing strategies to deliver world-class service to internal and external Wealth Management clients, and for the successful delivery of client performance reporting, client correspondence and client account statements. In addition, Humera leads the automation and AI agenda for the Wealth Management service, having implemented the Firm’s first Gen AI solution.

Prior to joining Morgan Stanley, Humera was a managing director in KPMG’s Management Consulting practice. Humera is a vocal advocate for diversity in the workplace. She is the co-chair for Morgan Stanley’s Woman’s Business Alliance, the largest employee networking group at the Firm and co-lead Americas D&I for Morgan Stanley Operations before that. At KPMG, Humera served as co-chair of KPMG’s Network of Women for Long Island and launched the ATHENA Awards in the NY region. She is co-chair of the Women’s Leadership Conference for Adelphi University and has served on the board of directors of the Women’s Bond Club.

Apart from women’s leadership initiatives, Humera serves on the board of trustees at her alma mater, Adelphi University, as Chair of the Audit Committee. For over ten years, Humera served on the board of directors for Miracle Corners of the World, an organization dedicated to empowering youth leadership in Africa and around the world.

Michael Sands

Principal, Managing Director
Beacon Advisory Partners

Mike is the founder of BeaconAP, a consultancy focused on helping the capital markets industry adopt and scale GenAI. Before founding BeaconAP, Mike served as the Global GenAI Lead for the Capital Markets practice at Accenture.

He has over 20 years of experience driving strategic and transformational change across the capital markets industry including operating model design, digital & data strategy, business process redesign, technology selection & implementation, and innovation integration.

He has led transformational and AI strategy initiatives for asset & wealth managers, private markets firms, banks, fund Administrators, and asset owners—helping organizations translate innovation into tangible business value across the front, middle, and back office.

Chris Swansey

Associate Director, Institutional
Cerulli Associates

Christopher is an associate director on the institutional team where he leads various research projects throughout the year such as the annual OCIO report and multiple ETF whitepapers.

Vanessa Touma

Chief Operating Officer for the Americas Distribution Team
Invesco

Vanessa Touma is Head of CX Strategy, Distribution Intelligence and Digital Sales at Invesco. She also co-leads the distribution intelligence function for Americas and EMEA. In this role, she is responsible for client strategy formulation and the modernization of Invesco's distribution capabilities, including the use of data and analytics to drive better outcomes for clients.

Ms. Touma joined Invesco when the firm combined with OppenheimerFunds in 2019. While at OppenheimerFunds, she led client strategy for the corporate strategy and development team, focusing on the distribution and marketing operating model of the future. Before that, she spent 13 years in direct client-facing roles, leading the sales and entanglement strategy for some of the firm's largest enterprise clients, including UBS. Ms. Touma has been in the asset management industry since 2002.

Tiffany Wade

Equity Analyst and Portfolio Manager
Columbia Threadneedle Investments

Tiffany Wade is a senior portfolio manager at Columbia Threadneedle Investments on the Columbia Focused Large Cap Core strategy and Columbia Large Cap Growth strategy. She was previously a portfolio manager on the Columbia Global Infrastructure strategy. Prior to Columbia Threadneedle Investments, Tiffany was an equity research analyst at Barclays Capital.

She received a B.A. in Economics from Brown University.