RISING STARTS AWARD VIRTUAL CEREMONY
women in areas such as buy-side and sell-side trading, exchange operations, financial technology who have accomplished much in their career - but the best is yet to come.
2020 WOMEN IN FINANCE AWARDS VIRTUAL CEREMONY
Markets Media Group is pleased to present its 6th Annual Markets Choice Awards: Women in Finance event.
As much as we would like to hold our WIF event live in New York City as we have each of the past five years, this years`s WIF event will broadcast virtually. The event follows our successful European Women in Finance Awards held in October, and our Women in Finance Asia Awards held in September.
Markets Media is a strong advocate for women in finance as well as diversity and inclusion, and our signature WIF event embodies that support. The WIF program recognizes and celebrates the most talentad and accomplished women in multiple categories across finance. WIF nominees may come from buy-side and sell-side trading desks, institutional investors, wealth managers, securities exchanges, technology providers, corporate finance, venture capital firms, start-ups – really any area within the financial sector.
WIF nominees are put forth by readers of MarketsMedia.com and TradersMagazine.com, and finalists and winners are determined by the editorial staffs of the two platforms, in conjunction with WIF Advisory Board, whom we owe much gratitude for their support and guidance. Our methodology is simple yet thorough, and keeps the focus on the important opinions: those of the market – i.e. the colleagues, clients and competitors of nominees – rather than ours.
There are more than 50 WIF awards presented in 2019. Winners included Barbara Byrne for Lifetime Achievement; Andrea Lisher of J.P. Morgan Asset Management for Women of the Year; Amy Hudson of Credit Suisse for Excellence in Leadership; and Nichola Hunter of LiquidityEdge for CEO of the Year. Watch for exciting new award categories this year, and as always, post-event editorial content and video interviews.
Thank you for all your support.
The Markets Media Group Team.
GOLD SPONSOR
SILVER SPONSORS
SPONSORSHIP OPPORTUNITIES AVAILABLE
MISTRESS OF CEREMONIES
MARISA RICCIARDI
Founder & CEO
Marisa has advised many venerable brands, inlcuding Goldman Sachs, Omnicom, Morgan Stanley and NYSE Euronext. As CMO at NYSE Euronext, she led the firm through a dramatic brand transformation, retooling the NYSE's listings franchise to become #1 in attracting technology IPOs. Through this interaction with both Fortune 500 companies and pre-IPO startups, she indentified a market need to advise growing companies on a host of marketing issues, inspiring her to lounch The Ricciardi Group. The Ricciardi Group is of the .1% of women and minority owned agencies in the industry. Their client list spans from start-ups to industry leaders with a particular expertise in the capital markets and technology driven business. Recent brands include Fortune 500 compnies like Morgan Stanley, Visa, and Google Cloud to digitally native brands like Splitit, Symphony, and General Assembly.
www.thericciardigroup.com/A Letter From Markets Media Group CEO
An update on Women in Finance awards events coming in Europe and the U.S.
PAST WINNERS
EXCELLENCE IN FINTECH
Margo Smith Mumma, Co-Head Sales, Dealerweb - Tradeweb
EXCELLENCE IN FINTECH
Sashi Dias Valtz, Global Head of Client Strategy, Symphony
EXCELLENCE IN LEADERSHIP
Radhika Venkatraman, Managing Director and Head of Data and Technology for the Investment Bank, Risk and Compliance and Credit Suisse Holdings (USA) Inc., Credit Suisse
CRYSTAL LADDER
Sylvia Yeh, Co-Head of Municipal Fixed Income, Goldman Sachs Asset Management
TRAILBLAZER
Lynn Bishop, Managing Director & Chief Information Officer, The Depository Trust & Clearing Corporation
INDIVIDUAL ACHIEVEMENT
Mariam Osman, Director, Head of Global Investment Operations Services (GIOS), BlackRock
EXCELLENCE IN COUNSEL
Beverly Prewitt, Director - Senior Counsel, Societe Generale
EXCELLENCE IN LEADERSHIP | HEDGE FUNDS
Tracy Caliendo, Managing Director, Bank of America
EXCELLENCE IN COMPLIANCE
Marjan Quadir, NAM Head of Markets and Securities Services Compliance, Citi
EXCELLENCE IN MARKETING & COMMUNICATIONS
Allison Scott, Head of External Communications, New York Life Investment Management
EXCELLENCE IN MARKETING & COMMUNICATIONS
Amy Leith, Senior Vice President, Bank of America
EXCELLENCE IN MARKETING & COMMUNICATIONS
Liza Horowitz, Head, Marketing and Communications, Beacon Platform
EXCELLENCE IN MARKETING & COMMUNICATIONS
Mitra Roknabadi, Vice President: Global Head of Marketing, OpenFin
EXCELLENCE IN ETFs
Kelly Brennan, Head of ETF, Citadel Securities
EXCELLENCE IN MARKET STRUCTURE
Kim Russell, VP, Market Structure Specialist, State Street Global Advisors
EXCELLENCE IN DATA
Maurisa Baumann, Global Head of Desktop Sales, ICE Data Services
EXCELLENCE IN TRADING
Kamila Almeida, Director, Citi
EXCELLENCE IN TRADING PLATFORM
Akshata Puri, US Head of ATS Venues, Virtu Financial
EXCELLENCE IN HUMAN RESOURCES
Liz Ceisler, Deputy Chief Human Resources Officer, Mizuho Americas
EXCELLENCE IN CORPORATE CULTURE STRATEGY
Sophia Wajnert, Managing Director, Head of Credit Suisse Raleigh, Global Investment Banking Culture, Credit Suisse
EXCELLENCE IN TALENT ACQUISITION
Melinda Urban, Head of FICC Business Development and Enterprise Recruiting, Citadel
EXECELLENCE IN ASSET MANAGEMENT
Erin Browne, Managing Director, Asset Allocation Portfolio Manager, PIMCO
EXCELLENCE IN FIXED INCOME
Frances Lewis, Senior Managing Director, Portfolio Manager, MacKay Shields Municipal Managers
EXCELLENCE IN BANKING
Bernadette Murphy, Managing Director, Media & Telecom, Investment & Corporate Banking, Mizuho Americas
CEO OF THE YEAR
Cheryl Nash, Chief Executive Officer, Tegra118
LIFETIME ACHIEVEMENT
Lucille Protas, Chief Operating Officer, MacKay Shields
POSITIVE IMPACT
Nancy Reyda, Chief Operating Officer, Global Operations and Technology, BNY Mellon
RISING STARS
Liz Brand | Global Cloud Engineering Manager, MarketAxess
Jessie Chen | Vice President – Quantitative Specialist/Algo Team, Societe Generale
India Dulaurent | VP – Head of Fixed Income and Equity Metrics Monitoring, Societe Generale
Lana Gonzales | Director of Finance & Ops, Chicago Trading Company
Adi Herzberg | Co-Head of Product and Business Development for Credit Suisse Asset Management for the U.S. and Latin America, Credit Suisse
Christine Hogan | Credit Trader, BlackRock
Alexandra Hunt | Vice President, OTR Treasury Trading, Dealerweb – Tradeweb
Kayla Mortello | ETF Operations Analyst, Virtu Financial
Rana Napoli |Director of Technology Controls, Chicago Trading Company
Kelly Petit de Mange | Director, Technology, Media & Telecom, Investment & Corporate Banking, Mizuho Americas
Lillian Qian Lin | Senior Vice President, PIMCO
Aisling Wallace | Vice President: Technology Solutions Client Experience, Instinet LLC
Laura Davis | Excellence in Marketing & Communications | IHS Markit |
Theresa Elamparo | Excellence in Marketing & Communications |
Tier1 Financial Solutions
|
Carol Kennedy | Excellence in Marketing & Communications |
Cboe Global Markets
|
Annabelle Baldwin | Excellence in Business Development | SpiderRock |
Arlene Klein | Legal Eagle | BlackRock |
Amy Shelly | Excellence in Risk Management | OCC |
Lilly Knight | Excellence in Hedge Funds | K2 Advisors |
Wing Chan | Excellence in Asset Management |
Credit Suisse Asset Management
|
Alexandra Wilson-Elizondo | Excellence in Fixed Income |
MacKay Shields
|
Keisha Audain-Pressley | Excellence in Compliance | Pimco |
Michele Hillery | Excellence in Clearing | DTCC |
Samantha Stogsdill | Excellence in Operations | Clearpool |
Arianne Criqui | Excellence in Options |
Cboe Global Markets
|
Erin Stanton | Excellence in Data and Analytics | Virtu |
Casey Costanza | Excellence in Trading Platforms | Tradeweb |
Peggy Sullivan | Excellence in Service Providers | Vela |
Fran Kenck | Excellence in Exchanges | Tassat Group |
Traci Creange | Excellence in Trading |
Mizuho Americas
|
Susan Estes | Excellence in Treasury Trading |
OpenDoor Securities
|
Sadia Halim | Excellence in Banking | BNP Paribas |
Kelly Sanderson | Excellence in Prime Brokerage | BlackRock |
Kelly Beatty | Excellence in Fintech | Worldpay, Inc. |
Ying Cao | Excellence in Fintech | Barclays |
Kate James | Excellence in Fintech | ChartIQ |
Meena Jeenarian | Excellence in Fintech | Abacus |
Jennifer Theiss | Excellence in Fintech | IHS Markit |
Joyce Frost | Legacy Award |
Riverside Risk Advisors
|
Jacqueline Stone | Trailblazer | Credit Suisse |
Kathryn Zhao | Innovation in Quantitative Trading |
Cantor Fitzgerald
|
Mariam Rafi | Excellence in Regulation | Citi |
Carlee Milliken | Excellence in Hedge Funds | Citadel LLC |
Melissa Hinmon | Excellence in Trading |
Glenmede Investment Management
|
Eden Simmer | Excellence in Trading | Pimco |
Marty Willis | CMO of the Year | Nuveen |
Laure Richmond | CFO of the Year | Instinet |
Nichola Hunter | CEO of the Year | LiquidityEdge |
Kristen Walters | Leadership in Risk Management | BlackRock |
Doris Brophy | Individual Achievement |
Société Générale
|
Claudine Gallagher | Crystal Ladder | BNP Paribas |
Amy Hudson | Excellence in Leadership | Credit Suisse |
Andrea Lisher | Woman of the Year |
J.P. Morgan Asset Management
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Barbara Byrne | Lifetime Achievement | |
Anya Boutov | Rising Star |
Beacon Platform
|
Elizabeth Campbell | Rising Star |
Citadel Securities
|
Beatriz Da Cunha | Rising Star | BlackRock |
Caryn Freiberger | Rising Star | Citi |
Jessica Gaffney | Rising Star |
Mizuho Americas
|
Lauren Goodwin | Rising Star |
New York Life Investments
|
Julie Hansen | Rising Star |
Chicago Trading Company
|
Imane Kabbaj | Rising Star | HSBC |
Ali Lombardo | Rising Star | Marshall Wace |
Estelle Merola | Rising Star |
Société Générale
|
Lauren Silberman | Rising Star | Credit Suisse |
Wentai Xiao | Rising Star |
AllianceBernstein
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Heather Wootten | Rising Star | Tradeweb |
Matilde Acerra-Skelton | Excellence in Prime Brokerage, Barclays
Amanda Asali | Rising Star, Mizuho Americas
Elizabeth Bodisch | Excellence in Trading Fixed Income, Deutsche Bank
Heather Brownlie | Excellence in Trading ETFs, BlackRock
Lindsey Burik | Excellence in Trading Platforms, Mizuho Americas
Abigail Carras | Rising Star, Deutsche Bank
Jenny Chen | Excellence in Multi-Asset Trading, Societe Generale
Marie Chinnici-Everitt | Excellence in Marketing & Communications, DTCC
Karen Choi | Excellence in Asset Management, Capital Group
Catherine Clay | Excellence in Exchanges, Cboe Global Markets
Silvia Davi | Excellence in Marketing & Communications, Thesys
Stephanie Epstein | Excellence in Marketing & Communications, BlackRock
Pamela Finelli | Excellence in Research, Deutsche Bank
Kate Holleran | Rising Star, Barclays
Lydie Hudson | Individual Achievement, Credit Suisse
Akiko Imai | Rising Star, ITG
Anna Kessler| Rising Star, Tradeweb
Michaela Kraenzle | Excellence in Leadership, Bank of America Merrill Lynch
Laine Litman | Rising Star, Virtu Financial
Marina Lutova Meyers | Trailblazer, Citadel
Stacy Mallon | Excellence in Service Providers, Vela
Jessica Mandel | Excellence in Regulation, Credit Suisse
Izzy Masters | Rising Star, AllianceBernstein
Victoria Mellor | Excellence in Marketing & Communications, NEX Group
Raakhee Miller | Excellence in Innovation, Bitsian
Kristin Morgan | Rising Star, INTL FCStone
Tara Muller | Crystal Ladder, Virtu Financial
Allison Nave | Rising Star, Dealerweb - Tradeweb
Christy Oeth | Excellence in Compliance, Virtu Financial
Marie Patton | CAO of the Year, OpenDoor Securities
Jennifer Peve | Excellence in Fintech, DTCC
Emma Quinn | Excellence in Trading Equities, AllianceBernstein
Tracy Rucker-Wilson | Excellence in Risk Management, Vanguard
Sachiyo Sakemi | Legal Eagle, BlackRock
Krysten Sciacca | Rising Star, Instinet
Ann Sebert | CFO of the Year, Capital Institutional Services
Megan Spychalski | Rising Star, Chicago Trading Company
Kejia sun | Rising Star, Citadel
Supurna VedBrat | Excellence in Global Trading, BlackRock
Anna Vella | Excellence in Hedge Funds, Millennium Partners
Lael Wakefield | Excellence in Business Development, Itiviti
Kathryn Zhao | Excellence in Electronic Trading, Cantor Fitzgerald
Excellence in Exchange Technology Julie Armstrong, CME Group
Excellence in Service Providers Chitra Baskar, Viteos
Excellence in Wealth Management Ann Bergin, DTCC
Excellence in Marketing (Marketing Maven) Lorna Boucher, Instinet
Excellence in ETFs Samara Cohen, BlackRock
Top Trader (Fixed Income) Iseult Conlin, BlackRock
Individual Achievement Susan Cosgrove, DTCC
Trailblazer Joanna Davies, NEX Traiana
Top Trader (Equities) Lucy DeStefano, Aptigon Capital (a Citadel company)
Excellence in European Banking & Capital Markets Marisa Drew, Credit Suisse
Excellence in Marketing (Content Marketing) Shelley Eleby, Clearpool Group
Disruptor of the Year Susan Estes, OpenDoor Trading
Excellence in Trading Platforms Kristina Fan, 7 Chord
Excellence in Regulation Joanna Fields, Aplomb Strategies
CIO of the Year Cindy Finkelman, FactSet
Excellence in Fintech Anna Garcia, Runway Venture Partners
Excellence in Consulting Betty Gee, Barclays
Excellence in Marketing (Video and Design Marketing) Cheryl Gilberg, Mizuho Americas
Rising Star Maryse Gordon, UnaVista (an LSEG company)
Rising Star Carolyn Harbaugh, Credit Suisse
Excellence in Banking Elinor Hoover, Citigroup
Excellence in Hedge Funds Kimberly Jensen, Citadel
Rising Star Emiko Kamoda, Goldman Sachs
Excellence in Research Kathleen Kelley, Queen Anne’s Gate Capital Management
Rising Star Olivia Kelly, OpenDoor Trading
Excellence in Product Management Elisabeth Kirby, Tradeweb
Rising Star Christina Landry, trueEX
Crystal Ladder Andrea Leung, Deutsche Bank
Excellence in Marketing (Retail Marketing) Anita Liskey, CME Group
Rising Star Kristin Lyons, Cowen & Co.
Legal Eagle Vivian Maese, Latham & Watkins
Excellence in Exchange Data Lynn Martin, ICE Data Services
Excellence in Asset Management Marie-Helene McAndrew, Perella Weinberg Partners
Excellence in Institutional Sales Khristina McLaughlin, Macquarie Group
Rising Star Amanda Meatto, Tradeweb
Excellence in Private Equity Kristin Mott, Seamax Capital Management
Lifetime Achievement Eileen K. Murray, Bridgewater Associates
CEO of the Year Jennifer Nayar, Vela
Excellence in Leadership Karen O’Connor, trueEX
Excellence in Algorithmic Trading Sharon Pinter, Deutsche Bank
Rising Star Lauren Rauch, Chicago Trading Company
Excellence in Marketing (Marketing Entrepreneur of the Year) Marisa Ricciardi, The Ricciardi Group
Rising Star Natasha Shamis, Liquidnet
Rising Star Meghan Suriani, INTL FCStone Financial
Excellence in Blockchain Andrea Tinianow, State of Delaware
Excellence in Marketing (Brand Marketing) Brenda Tsai, FactSet
Rising Star Gabriela Wilewska, Citadel Securities
Excellence in Fixed Income Trading Thea Williams, T. Rowe Price
Rising Star Vivian Yiu, Cboe Global Markets
Excellence in Marketing Kelli Annequin, Convergex
Excellence in Trading Platforms Erica Barrett, Tradeweb Market
Rising Star Kate Bauernschmidt, INTL FCStone Financial
Achievement in Diversity Tina Byles Williams, FIS Group
Excellence in Hedge Funds Olga Chernova, Sancus Capital Management
Excellence in Clearing Marisol Collazo, DTCC
Rising Star Iseult Conlin, BlackRock
Excellence in Fixed Income Samantha Coyne, KC
Excellence in Data Services Elizabeth Duggan, Intercontinental Exchange | ICE Data Services
Entrepreneur of the Year Susan Estes, OpenDoor Trading
Excellence in Equities Heidi Fischer, Deutsche Bank
Excellence in Exchanges Adena Friedman, Nasdaq
Rising Star Sabrina Gagliotta, Bloomberg Tradebook
Trailblazer Ali Hackett, London Stock Exchange Group
Excellence in Asset Management Jacqueline Hurley, QS Investors
Achievement in Innovation Sheri Kaiserman, Wedbush Securities
Excellence in Information Services Jenny Knott, ICAP
Individual Achievement 2016 Sophia Lee, IEX
Excellence in Blockchain Caitlin Long, Symbiont
Excellence in Trading Technology Jennifer Nayar, Vela Trading Technologies
Lifetime Achievement Annette L. Nazareth, Davis Polk & Wardwell
Rising Star Erin Preston, Dash Financial
Excellence in Banks Diane Reyes, HSBC
Crystal Ladder Tami Schademann, Bats Global Markets
Excellence in Buy Side Technology Julia Sears, TIAA
Excellence in Leadership Supurna VedBrat, BlackRock
Rising Star Julie Waring, KeyBanc Capital Markets
Excellence in Rates Trading Nicola White, Citadel Securities
Excellence in ETFs Julie Abbett, Detusche Bank
Entrepreneur of the Year Bhavani Balasubramaniam, COSI Consulting
Excellence in FX Denise Bandl, Detusche Bank
Excellence in Social Responsibility Hermina Batson, MUFG
Excellence in Client Development Marta Cotton, Matarin Capital Management
Excellence in Exchanges Stacey Cunningham, NYSE
Rising Star Nancy Davis, Quadratic Capital Management
Excellence in Financial Planning Jeanne Gibson Sullivan, Financially in Tune
Excellence in Derivatives Stacey Gilbert, Susquehanna Financial Group
2015 Achievement Seema Hingorani, Girls Who Invest
Excellence in Block Trading Elizabeth Hunter, Guggenheim
Excellence in Operations Martha Jaramillo
Excellence in FinTech Blythe Masters, Digital Assets
Excellence in Investment Management Michelle McCloskey, Man FRM
Excellence in Trading Technology Ann Neidenbach, Convergex
Excellence in Hedge Funds Betsy O’Farrell, Gemima Capital Partners
Excellence in Market Structure Sapna Patel, Morgan Stanley
Lifetime Achievement Amanda Pullinger, 100 Women in Hedge Funds
Excellence in Institutional Sales Trading Amy Reichard, Bloomberg Tradebook
Excellence in Trading Johanna Rossi, Alden Global Capital
Excellence in Sustainable Investing Stephanie Sfakianos, BNP Paribas
Excellence in Strategic Investing Rana Yared, Goldman Sachs
ADVISORY BOARD
Erica Barrett is a Managing Director at Tradeweb. With over twenty years’ experience helping to drive the evolution of fixed income markets, Ms. Barrett manages Tradeweb’s commercial relationships with its largest dealers, and is a member of the firm’s Operating Committee. Ms. Barrett also leads key teams at Tradeweb, including the firm’s money markets platform which she helped establish and expand over the course of her tenure with the company. She also oversees operational teams responsible for client system integration, and customer service, as well as the implementation of enterprise- trading solutions. Ms. Barrett has sponsored a number of initiatives to better support women working in financial services. She is a charter member and co-head of the Tradeweb Global Women’s Network and is a member of the Women’s Bond Club industry association. It is Ms. Barrett’s honor to service on the Board of Directors for Tuesday’s Children, which was first founded in the aftermath of the tragic events of September 11th, 2001, and now serves communities altered by acts of terrorism and violence in both the U.S. and around the world. Ms. Barrett began her career working in programming and electronic trading sales at Bloomberg L.P. and holds a B.S. in Business from the State University at Albany.
Carolyn Cushman DeSena graduated Magna Cum Laude from the University of Texas with a degree in Communications (Radio/Television/Film). After spending a short period working for production companies, movies and television shows, Carolyn moved to New York City where she began her Wall Street career working for Spear, Leeds and Kellogg as an assistant specialist and eventually as a derivatives specialist on the floor of the American Stock Exchange. Carolyn later moved to London where she helped open SLK Global Markets, a London based operation, managing their US Clearing business and equity and derivative electronic trading sales. Goldman Sachs later bought SLK and Carolyn became one of the first employees to transition to GS where she helped integrate product lines and services. Carolyn later moved back to NYC where she ran a sales team focused primarily on high frequency, algorithmic electronic trading integrating REDIPlus with prime brokerage and clearing services. Carolyn has always been very philanthropic and began fundraising for the New York Junior League. She later became a Board Member of The 52nd StreetProject, an organization that works with underprivileged children living in Hell’s Kitchen (NYC) who are taught life skills through theater based programs. Since moving to Rumson, NJ in 2010, Carolyn has supported numerous charitable organizations in Monmouth County. She is currently the Founder and Presdient of WEforum, a female-lead organization devoted to raising community awareness on how to live a healthier lifestyle and to raising money for free educational health and wellness programs and services that are accessible to everyone in the community. She currently serves as Board member of both Monmouth Medical Center Foundation and The Two River Theater. In addition to her philanthropic endeavors, Carolyn spends her spare time investing in various private equity, independent films and real estate projects. Carolyn married Neil DeSena, Co-Founder of SenaHill Partners in 2007, who sadly passed away in 2017. They have three beautiful children and her greatest achievement in life is being a mother.
Silvia Davi is Senior Vice President and Global Head of Marketing and Communications at Thesys Technologies, LLC, the leading capital markets technology company . In this role, Silvia is focused on corporate and product marketing, business engagement, external and internal communications, public and government affairs, and digital communications for Thesys Technologies and its subsidiary, Thesys CAT LLC, the plan processor for the Securities and Exchange Committee’s Consolidated Audit Trail. Ms. Davi is a seasoned global corporate communications, marketing and business development professional with over 20 years of experience in strategic public relations, financial communications, branding, turnarounds, content strategy, corporate social responsibility, relationship management, and international affairs across key industry sectors. Her experience stems from global PR agencies, in-house Fortune 500 organizations, start-ups, and non-profits. She is a recognized, multi-lingual expert in global and international affairs with an expertise in financial services, fintech, technology, media, entertainment, and food & beverage sectors. Having received various industry accolades throughout her career, she was most recently recognized on a “Women in Fintech Powerlist 2017,” run by Innovate Finance, an independent association that represents the UK’s global FinTech community.
Susan Estes Co-Founder, President, and CEO, OpenDoor Securities Ms. Susan Estes is a chief executive with exceptional depth and understanding of the fixed income markets. She has over 30 years of experience trading U.S. Treasuries and related fixed-income products; the majority spent on starting, developing and managing domestic and international high-quality rates operations and related businesses for large financial institutions including Morgan Stanley and Deutsche Bank, as well as start-ups. Susan is a past member of the Treasury Borrowing Advisory Committee (TBAC), a Federal Advisory Committee. The TBAC meets quarterly with Treasury to provide advice on funding requirements and separately with the Federal Reserve Board of Governors to address topical market issues. Previously served as a Member of the Board of the Securities Industry and Financial Markets Association (SIFMA), a leading financial industry trade group whose mission is to promote effective and efficient regulation, facilitate more open, competitive, and efficient global capital markets. Formerly Chaired the Government and Agency Division of the Bond Market Association, now SIFMA.
Co-Founder and CEO, 7 Chord Kristina Fan is a co-founder and CEO of 7 Chord. Prior to 7 Chord, Kristina was a market structure specialist at BlackRock and JP Morgan. She represented BlackRock at the CME Risk Co, other industry forums. She started her 20-year career at Bear, Stearns in credit derivatives trading. BA in Economics from NYU, MSc in Finance from LSE. Markets Choice Awards: Women in Finance 2017. Barclays Accelerator, powered by Techstars, Class of 2017.
Cindy Finkelman joined FactSet Research Systems as Chief Information Officer in June 2015. Cindy is responsible for internal technology strategy/delivery, the Project Management Office, the Security function that supports FactSet’s products and Enterprise Risk Management; and works with senior business leaders to build strategic, effective and efficient capabilities through innovative and transformational programs. Cindy was recognized as CIO of the Year by the 2017 Markets Media Women in Finance Awards, for her transformative impact on the company, her mentoring of women technologists and her philanthropic work. Cindy is a senior executive with 20+ years of diversified management, technology and operations experience and has a proven track record of designing and delivering technology driven transformational programs in many blue-chip firms, including New York Life Insurance Company, ALICO, Merrill Lynch, Marsh & McLennan, Prudential, Booz Allan & Hamilton and MetLife. Cindy’s passion is for people development. She has sponsored various mentoring programs and Women in Technology initiatives. Cindy has an MBA from NYU in Corporate Strategy/Entrepreneurship, and a BS from SUNY/Albany. Cindy is currently a Board member of the Society for Information Management (SIM) NY chapter where she is responsible for the Program Committee and actively participates in SIM Women.
Ms. Gee is a Managing Director and Head of Prime Sales, Americas at Barclays. Based in New York, Ms. Gee is responsible for leading the sales franchises across the equity financing, synthetics, origination sales and account management businesses. She works with the sales teams to drive the origination pipeline and grow existing client relationships. Prior to that, Ms. Gee was Head of Strategic Consulting, Americas, which is part of Capital Solutions also within Prime Services Distribution. Ms. Gee joined Barclays in 2016 from BlackRock, where she served in various roles including Chief Marketing Officer and Interim COO for the Financial Markets Advisory business. Prior to that, Ms. Gee was also a portfolio research analyst at Serengeti Asset Management and a consultant at McKinsey & Company. Ms. Gee was recognized as one of ’50 Leading Women in Hedge Funds’ in 2017 by The Hedge Fund Journal and EY. She holds a JD from Harvard Law School and a BA from Yale University.
Credit Suisse
Managing Director, Deutsche Bank Andrea Leung is a Managing Director in the Structured Solutions Group within Deutsche Bank’s Corporate and Investment Banking division. She is Head of Financial Sponsors Coverage in private credit and financing products. Andrea joined Deutsche Bank in 2002 and spent 12 years in the equity division as a member of the Equities Management Committee. She was previously Global Head of Synthetic Equity Trading and North American Head of Securities Lending and Financial Resources, managing a team of 80 equity traders in New York, London, Hong Kong and Tokyo. In 2014 she joined the Relationship Management group focusing on sales strategy and cultivating senior management relationships for hedge fund, pension and investment management clients. Prior to joining Deutsche Bank, she ran the US Equity Swap trading desk at JP Morgan. She started her career at JP Morgan in 1994 marketing commodity and fixed income derivatives. She is a currently a member of the Deutsche Bank Americas Debt Leadership Team and the Equities Regional Management Forum. She is also Co-Chair of the CIB Women’s Network and responsible for business engagement in diversity and undergraduate recruitment. Andrea holds a BA from Northwestern University.
Ms. Meyers has nearly 14 years of industry experience. Prior to joining Citadel, she was a Partner and Portfolio Manager at BlueMountain Capital Management, where she led performing credit globally, which included the firm’s long/short credit portfolio in North America and Europe, as well as its relative value index and index arbitrage strategies. Ms. Meyers also oversaw global credit and equity trade execution while at BlueMountain, and sat on the management and investment committees. Prior to BlueMountain, Ms. Meyers held a number of roles at Bridgewater Associates, most recently serving as a Management Committee Advisor and Interim Co-Manager of the Information Technology Group, reporting directly to the CEO. She began her career serving as a Business Analyst at McKinsey and Company, where she focused on insurance and asset management. Ms. Meyers received an MBA from Harvard University, an MPA in International Development from the John F. Kennedy School of Government, and a bachelor’s degree from Franklin & Marshall College.
Executive Director, Head of Market Structure and Liquidity Strategy, Morgan Stanley Sapna C. Patel is the Head of Market Structure and Liquidity Strategy at Morgan Stanley for the Americas and is an Executive Director on the Morgan Stanley Electronic Trading desk. In her current role, Ms. Patel focuses on market structure issues, regulatory developments, order routing and liquidity strategies, as well as business development. Prior to joining the desk in 2008, Ms. Patel spent three years as an institutional equities coverage attorney in the Morgan Stanley Legal and Compliance Division. Ms. Patel began her career at the U.S. Securities and Exchange Commission in the Division of Trading and Markets (formerly the Division of Market Regulation), and held various positions during her five years at the agency. Ms. Patel holds a Juris Doctorate degree from the University of Maryland School of Law and a Bachelor of Science degree in Criminal Justice and Psychology from American University.
Vanguard
Manjusha is a senior business leader in the financial services industry who has 25 years of experience in global sales, Account and relationship management. She has led numerous projects involving the technical implementation and migration of complex integrated technology platforms. She has built a career on a keen understanding of the intersection of capital markets domain and Technology. Manjusha has a proven track record of successfully expanding into new geographies. She is known for building long term profitable relationships with clients that consistently result in high levels of satisfaction. Manjusha is a founder of FinTech firm and is excited to begin her second inning after a successful stint at MillenniumIT- part of London Stock Exchange Group. Prior to starting her own firm, Manjusha was an integral member of the MillenniumIT promoting team- now a part of London Stock Exchange Group. During her tenure MillenniumIT she held various positions such as Head of Technical Training, Head of Quality Assurance, and Head of Program Management. In her latest role, she was responsible for expanding MillenniumIT’s business into the Americas and India. Manjusha is a passionate believer in the power of women in the workforce and has strived to promote gender equality throughout her career. She was a member of LSEG’s Women Inspired Network. She was also a member of the advisory board of the Women in Finance Awards by Markets Media for two consecutive years. A busy mother of two boys, when she has free time she can be found tending to her organic garden or biking/jogging around Princeton.
Global Head of Trading Managing Director, BlackRock As Global Head of Trading, Supurna oversees BlackRock’s global trading activities and is responsible for driving innovation and setting the trading platform’s strategic vision. Supurna is a member of BlackRock’s Trading and Liquidity Strategy Executive Committee, Global Operating Committee as well as the Human Capital Committee. Previously, Supurna was BlackRock’s Deputy Head of Trading, where her responsibilities included Global Equities Trading and Prime Brokerage Financing. She was also Co-head of electronic trading and market structure across asset classes. Her understanding of both the buy-side and sell-side as well as electronic trading and technology allowed her to work towards industry solutions that work for both sides during this unique period of rapid change in the industry as it relates to trading. Externally Supurna sits on the CFTC Technology Advisory Committee (TAC) and the CFTC Global Markets Advisory Committee (GMAC). Apart from BlackRock, Supurna’s professional history spans over more than two decades in both the US and Europe and within the Financial Industry and the Technology Industry. Prior to joining BlackRock, she consulted for the firm she founded, Strategic Solutions Consulting Corp. Supurna also held various positions at Bank of America, ING Barings in London and Lehman Brothers in NY. She started her career as a software engineer with IBM at their research center in New York. Supurna is a committed member of the board of Women in Derivatives (WIND, a non-profit organization). She is also a member of BlackRock’s Women’s Initiative Network (WIN). Supurna was ranked #8 on the Institutional Investor’s 2018 Trading Tech 40 list. She was also a recipient of the Markets Media Women in Finance Award for Excellence in Leadership. She has a Computer Science degree from Rutgers University, USA, and a Mathematics (Hons) degree from Delhi University, India.
Anna Vella works closely with Millennium’s largest investment team, WorldQuant, to develop new investment solutions offered through the joint venture, WorldQuant Millennium Quantitative Strategies (“WMQS”). Since joining Millennium in 2010, Anna has been responsible for building and developing new and current investor relationships for the firm. Prior to Millennium, Ms. Vella’s career was focused on alternative investments – as a Director on the Hedge Fund Research team at Union Bancaire Privée following a role of Vice President of Investor Relations at Galleon Group. Ms. Vella began her career at Watson Wyatt Worldwide (now Towers Watson) as a Strategy Consultant and graduated with honors from Boston University.
Chief Investment Officer, Family Office RPP Dr. Vysotina is a Chief Investment Officer for Family Office RPP, a single family office of a prominent entrepreneur with businesses in the banking, insurance, retail, healthcare and education. Previously, she ran V V Strategic Group, a boutique Outsourced CIO advisory firm working with prominent families globally. Prior to launching her advisory firm in 2011, Dr. Vysotina was with the Rockefeller Foundation as a Managing Director and a Portfolio Manager for the $1bn hedge fund and distressed-for-control Private Equity portfolio and a co-Manager for the Fixed Income, Portable Alpha and Long-only Equity portfolios. Dr. Vysotina was also a member of the Investment Committee with HSBC’s Alternative Investment Group, a $40bn+ hedge fund platform, after a decade long career on Wall Street. During her tenure on Wall Street in the Fixed Income divisions of Merrill Lynch, Credit Suisse and Morgan Stanley, she worked in areas of structured credit, high yield and emerging markets and managed distressed restructuring deals, both sovereign and corporate globally. Dr. Vysotina received her Ph.D. in Mathematics from Emory University. She continues to be a passionate supporter of education and is a member of the Advisory Board for the Museum of Mathematics (MoMath) in New York.
CFA, CAIA Mee Warren recently left her position as portfolio manager at Two Sigma Investments L.P., an investment management firm. During her fifteen years at the firm, the firm grew from under $100 million in assets under management (AUM) to over $55 billion. She leveraged her expertise in investments, market structure and trading to develop new strategies, increase capacity and enhance returns. In her previous role she managed the US & Americas Equities Trading desk. In addition to covering the Americas, she also traded European and Asia regions equities, hard & soft commodity futures, bonds, currencies, interest rate swaps, and derivatives. In 2015, Mee received two industry awards: the “Women in Finance Outstanding Contributions” award from Markets Media and the “Women on Wall Street Trailblazer” award from Traders Magazine. Mee graduated with a Bachelor of Science degree from the University of Minnesota’s Carlson School of Management with majors in Finance, International Business, and Risk Management and minors in Latin, Chinese, and East Asian Studies. She also completed the distinguished University of Minnesota Talented Youth Mathematics Program (UMTYMP). Mee is on the Board of Narcolepsy Network Inc. and Financial Women’s Association. She is a member of the National Organization of Investment Professionals (NOIP), CFA Society of New York, 100 Women in Finance, and Women in ETFs. She also sits on several advisory boards. Mee is a competitive pool, poker, and bridge player. She is also a motorcycle enthusiast and training for the NYC marathon.
Kathryn Zhao joined Cantor Fitzgerald in Sept. 2017 as the Global Head of Electronic Trading. She spent the first six months developing the Precision Algo Platform and has successfully rolled it out since July this year in a record speed, leveraging the most advanced technologies today. Her mandates at Cantor Fitzgerald has expanded to cover other asset classes now that she has built such a great track record in the equity space. Kathryn joined Cantor Fitzgerald from JPMorgan where she was the Global Head of Algorithmic Quantitative Research. She started off at JPMorgan as the Head of Linear Quantitative Research in Asia where she spent almost five years before relocating to New York to take on the Global Head of Algorithmic Quantitative Research. She was leading quantitative research efforts for not only Electronic Trading business but also Delta-One, ETF Market Making, Automated Market Making, Cash, Central Risk Book, as well as Block Trading. Prior to JPMorgan, Kathryn worked at Deutsche Bank, based in Hong Kong, where she started as a portfolio trader before she took over the Electronic Trading team for APAC. She rose very quickly to head up the electronic trading team in Asia because of her portfolio trading experience, deep knowledge in Asian markets microstructure as well as her strong quantitative background. Strong research professional graduated from Cornell University, Kathryn is an experienced quant with a demonstrated history in the financial services industry, skilled in Electronic Trading across Asset Classes, Market Microstructure, Data Analysis and Portfolio Management. Kathryn graduated from Cornell University and Purdue University with double degrees in Statistics and Finance.
CONTACT
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DAVID GRIFFITHS
Managing Director
646.479.4999
YULIA KUKSINA
Global Head of Sales & Marketing
631.530.1917