RiskTech BuySide50

Jay’s primary focus is to lead and build-out our offerings for capital markets and the buy-side. Buy-side, asset management continues to cross functional boundaries incorporating multiple capital market disciplines in order to successfully manage asset owner investments.  Jay was most recently a Senior Principal at Finastra. Prior to this he spent 4 years as a Senior Analyst at Celent, 4 years as the Director of Capital Markets at HP, 5 years as a Research Director at Gartner and his first 8 years in industry as a Group Manager in fixed income IT at UBS.                                                                         

Jay holds a BFA from Cooper Union, a BA from Saint Lawrence University and an MBA in Finance from NYU Stern School of Business. Additionally, Jay is Series 7 certified with FINRA.

Dr. Chen is the Head of Alternative Alpha Research at Robeco. In this role, he is responsible for leading the research and development of innovative alpha insights and solutions for use across Robeco. He started in this role in March 2022. Dr. Chen’s current research interests are in the areas of quant sustainability, machine learning/NLP, and alternative data, and has published a number of journal articles on these topics.

Previously, Dr. Chen was the Head of Sustainable Investments at PanAgora. In that role, he led the research and development of sustainable investment solutions across PanAgora, and the commercialization of PanAgora’s ESG offerings. In addition, he is responsible for model research and development in the Equity Division while participating in the daily management of the firm’s portfolios. While at PanAgora, Dr. Chen developed and applied for a patent for a framework to construct sustainable portfolios based on dual objectives of alpha and sustainability outperformance.

Prior to joining PanAgora, Dr. Chen was a Portfolio Manager at BlackRock’s Scientific Active Equity (SAE) team, where his responsibilities include portfolio management and research into alpha insights for use across the entire SAE platform. While at SAE, Dr. Chen won the “Signal of the Year” award for a signal he researched and developed.

Dr. Chen started his career at Morgan Stanley in New York where he traded and managed a portfolio of exotic US rates derivatives. While at Morgan Stanley, Dr. Chen researched, developed, and patented a framework that allowed for the pricing of derivatives based on two rate curves with dynamic multiplicative spread, one of the first such models on the street. 

Dr. Chen graduated from the University of Illinois in 2005 with a Ph.D. in Electrical and Computer Engineering. During graduate school, he published in leading academic engineering and applied mathematics journals and had been invited to talk at numerous academic and industry conferences.

As Chief Risk Officer, Rodney leads the Risk Management, Compliance and Ethics, and Assurance and Advisory functions for OMERS. Under his leadership, these functions work closely with the businesses units across OMERS to fulfil their mandate, and to provide ongoing monitoring and reporting to senior management, the OMERS Board of Directors and its various committees.

Prior to joining OMERS in 2011, Rodney worked as a Partner at an international accounting firm, where he specialized in auditing complex public and private companies. During this time, he also held several leadership roles with the firm.

A graduate from the University of Kent at Canterbury, with an Honours Degree in Accounting with Computing (Honours), Rodney is an Associate of the Institute of Chartered Accountants in England and Wales (ACA-UK).

He is also a Chartered Professional Accountant (CA, CPA) in Canada. Originally from Ireland, Rodney is passionate about giving back through involvement with community. Rodney also serves on the Financial Committee for Crescent School. He lives in Toronto with his family.

Michel Fournier is Vice President and Chief Risk Officer for Beneva.  He is responsible for Risk Management across the organization. 

Prior to his appointment at Beneva, he was Head of Risk Management and then Head of Hedging at National Life Group, Head of Global Equity Risks at Manulife and Head of Hedging for VA Europe at ING Group. 

Michel has an MBA-Finance and a BSc in Actuarial Science both from Laval University. He also holds the titles of ASA (from the Society of Actuaries), CFA (Chartered Financial Analyst) and FRM (Financial Risk Manager).

Heli Khandelia is head of international change management at Apollo Global Management. She is responsible for managing and delivering a  of changes across various business areas in Europe. Khandelia has delivered a range of large-scale, cross-functional business change and regulatory programmes. Her expertise covers multiple asset classes, building and managing high-performing teams and leading multi-disciplined projects from inception to delivery. Khandelia has worked for global banks and consulting firms such as Goldman Sachs, JP Morgan, Deutsche Bank, Lloyds and KPMG. She is skilled in programme and project management, governance, regulatory risk and compliance, business change, operations and technology. Khandelia holds a master's degree in applied computing technologies from Northumbria University.

Sudipto is the head of investment risk for Principal Asset Management. Sudipto joined Principal in April 2022. Prior to this, he was the Deputy Head of Investment Risk at Lord, Abbett & Co. LLC, an independent, privately held investment management company, where he spent six years developing and executing the investment risk management program across all asset classes.

Before Lord Abbett, Sudipto spent seven years at Goldman Sachs as a fixed income quantitative strategist focusing on asset backed securities, commercial and residential mortgage-backed securities and real estate. Sudipto has a PhD degree in Mechanical Engineering from the University of Illinois at Urbana-Champaign, IL, USA and is also a CFA charter holder.

Mr. Adant joined Newmarket Capital in 2020 as Chief Investment Officer. He is responsible for leading the investment process, shaping the investment philosophy and developing new investment strategies. Mr. Adant is part of the executive team setting and implementing the business strategy of the firm. Prior to Newmarket, Mr. Adant was head of Private Debt and member of the Alternative Credit Fund Investment Committee at Willis Towers Watson. Mr. Adant was responsible for asset allocation and due diligence of Private Debt investment opportunities globally. Mr. Adant designed innovative investment solutions within corporate lending, commercial mortgages, residential mortgages, infrastructure and many specialized asset classes amounting to over $4bn per annum. Mr. Adant sourced and executed a number of impact investments providing exceptional investment returns whilst generating a positive environmental and societal impact. Mr. Adant holds a Bachelor of Science in Finance and Energy Business and Finance from The Pennsylvania State University.

Frank Loughlin is Global Head of Execution Services at AllianceBernstein. In this role, he oversees the equity execution platform globally, with responsibility for strategy, technology and infrastructure, talent management, and external partnerships. Previously, Frank was global co-head of equity trading for eight years. Since joining the equity trading team in 1993, he has led or co-led various equity trading desks and held senior level roles within equity trading. Frank joined the firm in 1990 as an associate portfolio manager in equities. He holds a BA from the University of Notre Dame and an MBA from the Gabelli School of Business at Fordham University. He is a CFA charterholder and a member of both the CFA Institute and CFA Society New York.

Frank serves as chair of the board of directors of Sustainable Trading (Sustainable Financial Markets Ltd.), a nonprofit membership network dedicated to transforming ESG practices in the financial markets trading industry. He has previously served on numerous industry advisory bodies and is currently a member of the New York Stock Exchange Institutional Trading Advisory Committee and the National Organization of Investment Professionals (NOIP). He serves on the board of directors of Queens Community House and Tennessee Innocence Project and formerly served on the advisory board of the Gabelli School at Fordham University.