Katina Stefanova is CIO and CEO of Marto Capital, a systematic multi strategy asset manager. Ms. Stefanova has extensive global investment and management experience in the asset management industry. She is an investor, strategic advisor and founder of a number of financial services companies including AcordIQ. Ms. Stefanova is a contributor to Forbes and Institutional Investor and a frequent speaker at industry events. From 2005 to 2014, she served as a Senior Executive and Management Committee Advisor at Bridgewater Associates during the company’s rapid expansion into the largest and one of the top performing money managers in the financial industry. To date, Bridgewater has added more value in absolute terms to its investors than any other investment firm. Katina held both investment and senior management roles reporting directly to the CEO.
David Teten is a Partner with a New York venture capital fund. David previously has advised clients such as Goldman Sachs Special Situations Group, Icahn Enterprises, LLR Partners ($1.4b fund), Birch Hill Equity Partners (C$2B fund), and other institutional investors. He has been a serial CEO at the intersection of financial services and technology since 1999. David has financial interests in numerous fintech companies, including Addepar, AlphaVertex, Authorea, Clarity, Distil Networks, Earnest Research, Indiegogo, Ionic Security, Sure, and Socure. He led the first study of best practices of venture capital and private equity funds in originating new investments and the first-ever study of VCs in creating portfolio company value. He is based in New York and writes a blog at teten.com.
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Brent Beardsley is a Senior Partner in the Boston Consulting Group’s Chicago office. Brent is the Global Head of BCG’s Wealth and Asset Management Segment, and lead co-author for BCG’s annual global wealth management and asset management reports. He is also the global topic area leader for Marketing and Sales topics in the Financial Services sector.
Since joining BCG, he has worked with a broad set of sales and market topics such as customer segmentation and data analytic strategies, sales force effectiveness / multi-channel strategies, and product innovation development and management, leveraging behavioral economics principles.
Brent holds an MBA, with high distinction, from the University of Michigan Ross School of Business, a Masters of Science in Mechanical Engineering from Northwestern University, and a Bachelors of Science in Mechanical Engineering from Texas A&M University.
Charles McLaughlin is a business and military leader, advisor, and strategist. His current areas of research and business focus include the implications of digital technology innovation on society and the intersection of business/finance and geopolitics. He was recently a senior executive at Bridgewater Associates and was previously a management consultant at Accenture, McKinsey, and Innosight (an innovation boutique founded by Clayton Christensen). As a consultant, Charles helped companies convert new thinking about strategy, operations, and technology to drive value creation. Prior to his business career, Charles was a US Army Special Forces officer where he gained experience in humanitarian and wartime operations on three continents. He is currently a colonel in the Army Reserve and taught in West Point’s Department of Social Sciences, advised Army leaders on innovation strategy, and provided strategic advice in the Pentagon. He is a graduate of West Point (BS), Harvard (MA), and MIT (MBA). He is a member of the Council on Foreign Relations and a nonprofit co-founder/director. He is based in Washington, DC.
Daniella Norwood owns Ella J Designs, a web development and online marketing firm in Narragansett, Rhode Island. She specializes in advising institutional investors and individual angels on site design and internet marketing strategies. Clients include Accelerant.vc, David Teten (Partner, ff Venture Capital), How to Disrupt the Investing Industry, Rittenhouse Ventures, RosePaul Ventures, and the Worldwide Investor Network. Publications such as Forbes have highlighted her expertise. As a WordPress expert, she co-organizes the annual Rhode Island WordPress WordCamp and is active in the Providence WordPress MeetUp.