MFA Data, Technology and Digital Ops 2022
September 14, 2022
Apella – New York, NY
- September 14, 2022
8:00am – 9:00am
9:00am – 9:10am
9:10am – 9:55am
Embracing Technology to Facilitate Change and Market Volatility
Gary Collier, CTO Man Alpha Technology, Man Group
Gary is CTO of Man Group Alpha Technology, with responsibility for all front office technology used across Man Group’s investment managers. He is also a member of the Man Group Executive Committee.
Gary was formerly Co-CTO of Man AHL, and prior to this, Technology Manager, responsible for Man AHL’s research and trading technology platforms with a particular focus on market data, trading strategies and signal generation.
Gary joined Man AHL in 2001, having previously developed software systems across various finance, telecomms and defence arenas.
He holds a Masters in Physics and Theoretical Physics from the University of Cambridge.
Steve Godino, Chief Information Officer, Viking Global Investors LP
Steve Godino is Chief Information Officer responsible for leading the software development and technology infrastructure teams. Before joining Viking in 2014, Steve was Chief Technology Officer at Carlson Capital, where he managed all aspects of technology including application development and infrastructure, and Chief Information Officer at Shumway Capital, where his team focused on trading and portfolio management technology. Prior to that, he managed software development for the J.P. Morgan Hedge Fund Administration unit and was Head of Software Development at Paloma Partners. Steve received a J.D. from Pace University and a B.S. in mathematics and computer science from the University of Notre Dame
Stephen Stryker, Chief Technology Officer, Värde Partners
9:55am – 10:20am
Jeffrey Wecker, Chief Technology Officer and Head of Engineering, Two Sigma
10:20am – 10:50am
10:50am – 11:15am
11:15am – 12:00pm
Navigating Compliance and Regulatory Challenges and Changes
Peter Altman, Partner, Akin Gump Strauss Hauer & Feld LLP
Peter Altman represents investment management firms, private and public companies, and individuals in white collar and other government enforcement and regulatory matters, securities class litigation and internal investigations. He also advises investment advisers on day-to-day risk management issues related to topics including securities trading, compliance with the Investment Advisers Act, and the use of big data and alternative forms of electronic communication.
Peter’s experience serving at the SEC provides him with a deep familiarity of the federal securities and commodities laws and the processes of the SEC. He routinely provides advice in investigations and enforcement proceedings involving issues including alleged insider trading and other trading-related matters, and disclosure-related and regulatory compliance issues, including broker-dealer and advertising-related regulations. He also represents multiple clients in government enforcement matters involving cryptocurrencies and initial coin offerings, closely tracking the regulatory trajectory of this quickly evolving field.
Steven Smith, Chief Operating Officer and General Counsel, PAR Capital Management, Inc.
Steven M. Smith is a Managing Partner and serves as Chief Operating Officer, General Counsel and Chief Compliance Officer at PAR Capital Management, Inc., a Boston-based hedge fund adviser. Prior to joining PAR in the fall of 2010, Steve was the Chief Legal Officer, Chief Compliance Officer and Head of Technology at Numeric Investors, LLC in Boston. Between September 2006 and November 2010, Steve was responsible for a variety of legal, compliance and business initiatives at Numeric. Before taking his role at Numeric, Steve was Chief of Staff for the Global Chief Investment Officer of Citigroup Asset Management (CAM) in Stamford, CT and New York. Following the acquisition of CAM by Legg Mason in December of 2005, Steve held a senior position in Legg Mason’s Institutional Asset Management group. Before joining CAM, Steve was a partner in the Business Department at the Boston-based law firm of Choate, Hall & Stewart. He graduated with a B.A. from Boston College and a J.D. from Boston College Law School.
12:00pm – 1:00pm
1:00pm – 1:40pm
Data & Tech Track
Contending with Cloud Adoption and Transformation
Greg Shub, Head of Infrastructure and Information Security, Moore Capital Management, LP
Chris Sommers, Founder & Chief Technology Officer, IntellPro, Inc.
Chris has pioneered new and innovative technologies to increase efficiencies and productivity in the asset management industry throughout his 20-year career. He has been leveraging his deep knowledge of software and technology to facilitate financial research processes and data analysis within the investment management process. In 2003, he joined Salomon Smith Barney (acquired by Citigroup) in their mergers and acquisitions investment banking division. Later, he joined the consumer products &homebuilding industry group. In 2005, Chris joined Greenlight Capital ,an investment management firm, as an investment analyst. Chris was a generalist responsible for investments across a diverse range of industries, including finance, insurance, consumer products, real estate, homebuilding, pharmaceutical devices, agriculture, energy, commodities, currencies, software, technology, and others. His unique experience working on some of the biggest investments during the financial crisis at Greenlight Capital provided the groundwork for creating a unique product for investment management. In 2013,he started his own investment firm and quickly implemented the use of technology to supplement the investment process. He was an active participant in investment groups that used technology for collaboration and increased productivity. Chris received his Bachelor’s Degree in Economics from Dartmouth College in 2003 with relevant coursework in Computer Science and Mathematics.
Arthur Vaccarino, Chief Technology Officer, IONIC Capital Management LLC
Arthur Vaccarino is responsible for Information Technology development, and infrastructure design and management. For 28 years Mr. Vaccarino has held various leadership roles in Information Technology. Prior to Ionic Mr. Vaccarino was CTO at Sandell Asset Management Corp. and Perry Capital, LLC. He began his career in the United States Navy and was founder and CEO of Savant Solutions, Inc. a Hedge Fund technology consultancy and Internet Service Provider.
Digital Assets Track
Crypto and Digital Assets: Legislation/Regulation Outlook
1:45pm – 2:25pm
Data & Tech Track
Identifying New Opportunities: Leveraging Data Sources That Will Give You an Edge
Benoit Mondoloni, Global Head of Data & Content Distribution, Bank of America Securities
Benoit Mondoloni is the Global Head of Data & Content distribution at Bank of America Securities. His team contributes to clients’ investment processes and collaborates with internal desks through the creation of systematic metrics and solutions.
Benoit joined BofA in 2018. Prior to joining Bank of America, Benoit spent 12 years at Goldman Sachs with the last 7 years in the Equities Systematic Strategy Group leading the Quantitative Content on the Equities trading desk. Before this, he also worked in different industries performing research in Aeronautic and Cryptography. Benoit graduated from the ESTA engineering school in France with a Mathematics specialization in 2000 and also earned an MBA from the INSEAD business school in 2011.
Navraj Bhardwaj, Chief Technology Officer & Head of Quantitative Research, Junto Capital Management LP
Mr. Navraj Bhardwaj is Chief Technology Officer and Head of Quantitative Research at Junto. Previously, Mr. Bhardwaj spent over nine years at AQR Capital Management. In his most recent role at AQR, Mr. Bhardwaj served as Managing Director and Global Head of Stock Selection Research Engineering, Core Platform and Risk Engineering. Prior to this, he held roles as a Quant Researcher and Vice President of Global Head of Stock Selection Quant Development. Before joining AQR, Mr. Bhardwaj spent time at Lehman Brothers/Barclays Capital in Equity Trading. He began his career as an analyst at Morgan Stanley. Mr. Bhardwaj earned his MS from Carnegie Mellon University and his BA from University of Illinois at Urbana-Champaign.
Brett Honneus, Chief Technology Officer and Information Officer, Partner, Brigade Capital Management LP
Mr. Honneus is a Partner of the firm and the Chief Technology & Information Officer as well as a member of the Risk Committee. He manages a team of 15 technology professionals in both the infrastructure and software development.
Prior to joining Brigade, Mr. Honneus led the Technology Team at Highland Financial Holdings Group, an alternative asset management firm specializing in fixed income securities. Earlier in his career, Mr. Honneus was a Senior Software Developer for leading technology companies, including Monster Worldwide and Terra Lycos.
Additionally, Mr. Honneus created his own web development and data hosting company, Solucian Networking, which he sold in 1999. Mr. Honneus received a BA in Computer Science and Mathematics from Colgate University.
Hinesh Kalian, Director of Data Science, Man Group
Hinesh Kalian is Director of Data Science at Man Group. He is responsible for data strategy, data acquisition, data science and data science engineering across Man Group’s investment managers
Hinesh was formerly Head of Data Science and Investment Implementation for Man AHL, where he was responsible for monitoring and verifying activity on the Man AHL trading system, new data acquisition and strategy, data management and portfolio implementation. Prior to joining Man Group in 2010, Hinesh spent six years at JPMorgan.
Hinesh holds an MSc in Finance from the University of London.
Digital Assets Track
The Cryptocurrency and Digital Assets Tech Stack
William Brannan, Partner and Vice Chair, Lowenstein Crypto, Lowenstein Sandler LLP
Clients value Will’s experience across regulatory regimes and product offerings, and he draws on that background to strategically evaluate their business objectives and legal needs. He provides counsel to regulated financial technology companies navigating complex securities, derivatives, and cryptocurrency regulatory issues. Will regularly advises pre-IPO liquidity platforms and market participants with respect to product structuring and regulatory compliance. In addition, his practice focuses on advising cryptocurrency exchanges, custodians, and securities trading platforms with respect to federal securities laws, FINRA rules, security-based swap rules, state money transmitter licensing requirements, and the New York BitLicense.
Will counsels technology-focused broker-dealers on formation issues, product structuring, the FINRA membership process, and satisfying ongoing regulatory obligations. He also represents broker-dealers, hedge funds, and banks on various transactional issues, including with respect to structured products, derivatives trading strategies, private securities transactions, and security-based swaps.
Prior to joining Lowenstein Sandler, Will served as Assistant Vice President at Barclays Investment Bank, where he was responsible for negotiating derivative documentation with hedge funds, Investment Company Act of 1940 funds, pension funds, and corporate and insurance company clients.
Chris Beels, Co-Chief Technology Officer, GoldenTree Asset Management
Chris Beels is Co-CTO of GoldenTree Asset Management and manages Applications and Data for the firm. Chris joined GoldenTree in 2011 and has led the Data Warehousing, Regulatory Reporting, and other data-centric initiatives at the firm. He has been at GoldenTree since 2011. Chris is an active member of the AITEC group of Asset Management technology executives and a regular judge of the HFM Hedge Fund Technology Awards.
Chris has over 20 years of experience in managing financial systems and IT teams. Prior to GoldenTree, he was a Director in the Fixed Income Systems group at Millennium Management and one of the founding employees of RiskMetrics. Chris holds a BA in Economics from Stanford University and is a CFA Charterholder.
Jonathan Wang, Chief Technology Officer, VanEck
Jonathan Wang is the Chief Technology Officer at VanEck Associates, a global asset manager with offices in US, Europe, Australia and China. Before joining VanEck, Mr. Wang was a partner and Chief Technology Officer at Antecapio LLC, a multi-strategy hedge fund in New York. Mr. Wang holds a MS in Computer Science from Yale University, and MBA in Finance from New York University.
2:25pm – 2:50pm
2:50pm – 3:35pm
Data & Tech Track
Developing and Navigating Shifts in Your Alternative Data Strategy to Generate Alpha
Boris Liberman, Partner, Lowenstein Sandler LLP
Boris provides strategic advice to U.S. and international hedge funds, mutual funds, CITs, UCITS, managed accounts, superannuation plans, sovereign wealth funds, and other asset owners regarding all aspects of implementing their investment and trading strategy while remaining compliant with appropriate regulatory regimes. With years of experience advising funds and institutional investors on the trading of securities, commodities, derivatives, and other asset classes, Boris is also proficient in a multitude of agreements with varying complexity required by market participants in order to invest in and trade such assets, including the retention and onboarding of prime brokerages and other counterparties to facilitate and coordinate complex funding instruments like derivatives.
Deeply knowledgeable about the wide range of both U.S. and non-U.S. laws and regulations that impact the trade of assets, Boris helps investors optimize, and think more strategically about, their trading strategy, treasury function, financing costs, and counterparty risk management. He also helps to implement these strategies through the creation of trading compliance manuals and effective best practices.
From his years of leading a team at a global investment management firm, as well as in private practice representing funds and private equity clients, Boris has developed a unique set of skills and acquired wide-ranging experience in dealing with all aspects of investment strategy implementation, encompassing all types of activity and structures.
He has specialized knowledge of relevant rules and regulations impacting trading documentation globally, including in key emerging markets such as China, Brazil, Saudi Arabia, India, Turkey, and Russia. Boris provides counsel to investment managers and asset owners who wish to access these markets across various investment instruments. He helps asset owners optimize their due diligence process in evaluating investment managers, and he provides strategic advice as to how asset owners should think about investment managers and dealers, as well as various trading instruments.
As an active member of various buy-side industry groups, Boris has been involved in conversations dealing with most key regulatory developments impacting investment strategy implementation worldwide. Over the course of the last 12 years, he has negotiated thousands of agreements, spanning all asset classes including:
- Complex committed financing arrangements for hedge funds and managed accounts
- ISDA agreements
- Global master swaps confirmation agreements
- Futures agreements
- OTC clearing agreements
- Tri-party custody agreements
- Enhanced custody agreements
- Give-up agreements
- TBA agreements
- Repurchase agreements
- Main custody agreements
- Unique guarantee arrangements
Before joining the firm, Boris served as Senior Counsel at AQR Capital Management LLC, where he counseled members of the investor, trading, research, compliance, portfolio implementation, and business development teams.
Earlier in his career, Boris represented private equity firms and hedge funds at the global law firms of Linklaters LP and Katten Muchin Rosenman LLP.
He is fluent in Russian.
- New York Law School (J.D. 2005), cum laude
- Yeshiva University (B.S. 1997), cum laude
- New York
Lancelot Comrie, Managing Director, Global Head of Systematic Advisory Sales, Morgan Stanley
Lancelot Comrie is a Managing Director in Morgan Stanley’s Institutional Securities Division.
Lancelot is the global head of Systematic Advisory Sales (SAS) which includes the marketing, sales and distribution of Morgan Stanley’s Quantitative Assets (MSQA). MSQA is Morgan Stanley’s toolkit of content, solutions and services that enables and enhances our clients’ investment strategy, security selection, portfolio analytics & construction, trade implementation and risk management.
Prior to Lancelot’s current role based in NY, he held a variety of roles in Morgan Stanley London & Japan, including spearheading our Electronic Trading and Hedge Fund startup teams. Lancelot received his BSc in Electrical Engineering from Rensselaer Polytechnic Institute (RPI) and is a Chartered Engineer and Fellow at the IET.
Digital Assets Track
Crypto, Digital Assets & DeFi: Aligning Synergies in Data Management, Operations, and Compliance
3:35pm – 4:15pm
Data & Tech Track
Leveraging AI & Machine Learning to Enhance Cybersecurity
Carlos Gomes, Chief Technology Officer, Samlyn Capital, LLC
Jeff Saginor, Chief Technology Officer, EJF Capital, LLC
Mr. Saginor joined EJF in 2014 and is responsible for the management of infrastructure, networking and cyber security, vendor relationships, development, strategic technology planning, and help desk services.
He brings more than 10 years of information technology experience, having worked as a consultant and virtual CIO for clients in New York and Washington, DC. Mr. Saginor has also written several articles concerning technology and public policy for various periodicals and websites. Mr. Saginor graduated cum laude from Clark University with a BS in Sociology with a minor in Communications.
Digital Assets Track
How to Prepare Your Team for ODD in Crypto & Digital Assets
4:20pm – 5:00pm
The Talent War: Comp, Challenges, and Trends
Katherine Ladd, Director, Prime Services Business Consulting, UBS
Doron Gutstadt, Chief Technology Officer, Taconic Capital
Doron Gutstadt is Chief Technology Officer. Prior to joining Taconic, Mr. Gutstadt was a managing director at Rebar Systems and vice president at Goldman Sachs Asset Management. Previously, he was chief technology officer at Oasis Capital Management and Omnihub Inc., co-founder of Vglue Inc., director at Tradeum and co-founder & chief technology officer at Solve Information Systems. Before this, he was a software developer at Eyron Information Systems and first sergeant in the Israeli Air Force. Mr. Gutstadt earned a B.A. in Economics and Business Administration, and an M.B.A. from Tel Aviv University in 1995 and 2000, respectively.
Dhruv Kataria, Head of Capital Markets Technology, Bain Capital
Brian Mangum, Head of Modeling and Technology, Element Capital Management LLC
Mr. Mangum joined Element Capital in May 2013 and serves as Head of Modeling and Technology. His team’s primary responsibilities include the development of all of Element Capital’s technology and quantitative components, as well as the management of the Firm’s infrastructure.
Prior to joining Element Capital, Mr. Mangum worked for nearly 12 years in the Quantitative Strategy team at Credit Suisse, most recently as head of the interest rate products modeling group in New York. Before joining Credit Suisse and the financial industry, Mr. Mangum held an Assistant Professorship in the Columbia University Mathematics Department, conducting research in pure mathematics and teaching and advising graduate and undergraduate students.
Mr. Mangum earned a PhD and Masters of Arts in Mathematics from the University of California and graduated from Duke University with Bachelor of Science degrees in Mathematics and Physics.
David Neigler, Chief Technology Officer, Schonfeld Strategic Advisors LLC
David Neigler is the Chief Technology Officer and joined Schonfeld in 2018. Prior to Schonfeld, David was a Director at Point72 where he managed back office technology, overseeing a global team of approximately 100 employees and consultants. From 2003 to 2006, David was a Vice President at Bank of America Securities where he co-headed the web development team within the Prime Brokerage business. Prior to this, David held various senior roles as a developer at Bank of America and Internosis. He received his Bachelor of Fine Arts in Music from the New School.
5:00pm – 6:00pm