Michael Angus is an SVP in Mastercard Advisors.  His team works with financial institutions, governments, NGOs and others around the world to develop and implement successful strategies across their payments businesses.  He is also responsible for thought leadership at Advisors.  Mr. Angus has been a management consultant for almost three decades and for the last 25 years he has focused on the financial services sector and the business of payments.  He led regional strategy practices at Gemini Consulting and The Capital Markets Company and co-led the Global Payments Practice at Capgemini before joining MasterCard.  Mr. Angus has spent half his consulting career based in Europe and half based in the U.S.  He has helped senior bank executives improve their payments businesses at many of the top banks in the U.S., Europe, Asia and Latin America.  He has worked with governments, NGOs, banks and Telcos to implement financial inclusion strategies in Africa, Latin America, Asia and North America.  Mr. Angus received an MBA from the Amos Tuck School of Business Administration at Dartmouth College and a BSc (eng) from Queen’s University in Kingston Ontario.

Curtis Arledge works at the Harvard Business School in the Forum for Growth and Innovation, an initiative guided by Professor Clayton Christensen, the author of The Innovator’s Dilemma, in which the theory of disruptive innovation was developed.  Previously, Curtis was Vice Chairman of BNY Mellon and Chief Executive Officer of Investment Management, and he also had responsibility for BNY Mellon’s Markets Group.  Prior to joining BNY Mellon in November 2010, Curtis was the chief investment officer for fundamental fixed income portfolios at BlackRock, Inc. and led the investment teams and strategy for BlackRock’s global fixed income efforts.  He joined BlackRock from Wachovia Corporation, where he was the global head of the fixed income division within the bank’s corporate and investment banking group.  From 1993 to 1996, Curtis was a founding member of Mariner Investment Group, specializing in fixed income arbitrage trading. From 1988 to 1993, he was a fixed income portfolio manager at BlackRock. A graduate of Princeton University, Curtis began his career as an analyst with Salomon Brothers in 1987.

Curtis served as the Vice Chair of the U.S. Treasury Department’s Treasury Borrowing Advisory Committee, of which he was a member from 2011 to 2016.  He previously served on the Board of Directors of the Bond Market Association, a predecessor organization to SIFMA.  Currently, Curtis is an Advisory Council member at the Bendheim Center for Finance at Princeton University, and he is a member of the Fixed Income Analysts Society Hall of Fame.

Additionally, Curtis serves as a member of the Board of Directors of Autism Speaks, the largest autism science and advocacy organization in the U.S., and he is a member Board of Advisors of The New England Center for Children, a private, nonprofit autism research and education center.  Curtis resides in Darien, CT with his wife and their four children.

 

Alex Benke, CFP® is the VP of Advice and Investing at Betterment, where he leads the Financial Planning, Quantitative Investing and Behavioral Finance research teams. In his 5 years at the firm, he’s led multiple initiatives at the cutting edge of user experience and tax management innovation, including RetireGuide and Tax Loss Harvesting+. Prior to Betterment, Alex worked for a decade as a technical lead at JPMorgan, in various businesses including equity exotics trading, credit derivatives trading, credit hybrids trading, and global counterparty credit risk. He also has been a financial planner at an independent wealth management firm.

Alex holds a B.S. from Cornell University in Operations Research and Industrial Engineering, a Certificate in Financial Planning from Fordham University, and is a Certified Financial Planner.

Hamid Biglari is an international financier and entrepreneur. From 2013 to 2016, he was a Managing Partner at TGG Group, a private firm that advises Fortune 100 companies on the transformational impact of behavioral science and big data analytics. From 2000 to 2013, he was a senior executive at Citigroup, most recently as Vice Chairman, Head of Emerging Markets, and a member of bank’s Operating Committee.  Prior to joining Citigroup, Dr. Biglari was a Partner at McKinsey & Company, the international management consulting firm, where he co-led the Firm’s investment banking consulting practice, advising CEOs around the world.  Prior to that, he was a theoretical physicist at Princeton University’s Plasma Physics Laboratory, the nation’s leading center for controlled thermonuclear fusion research.  He is a member of the Council on Foreign Relations and a member of the Board of Trustees of the Asia Society. Previously, he was a member of the US-China Business Council as well as a member of then-Prime Minister Erdogan’s International Advisory Council. In 2009, he was awarded the Ellis Island Medal of Honor, given for outstanding contributions by immigrants to the United States.  Dr. Biglari holds a Ph.D. in Astrophysical Sciences from Princeton University.

Gunnar Carlsson is one of the most renowned mathematicians in the world with his undergraduate degree from Harvard University and doctorate from Stanford. Over the past 35 years, Gunnar has taught at University of Chicago, University of California, Princeton University, and since 1991, Gunnar has been a professor of mathematics at Stanford University, where he has been a thought leader in a branch of mathematics called topology, the study of shape. In the theoretical sense, topology has been around since the 1700’s, but Gunnar pioneered the applied use of topology to solve complex real world problems starting in the late 1990’s. In the early 2000’s, this work led to $10M in research grants from the National Science Foundation (NSF) and DARPA to study the application of Topological Data Analysis (TDA) to problems of interest within the U.S. government. In 2008, based on the success of these efforts, Gunnar, along with two other Stanford mathematicians, co-founded Ayasdi. Gunnar is married, has 3 grown boys including two sons who are mathematicians, and lives in Palo Alto.

Dr.  Chen, Long currently serves as the Chief Strategy Officer of Ant Financial Group. He also serves on the IMF Fintech high-level Advisory Goup, and holds the positions of Deputy Chief Director of PBOC’s Research Center of Internet Finance, Deputy Chief Director of China Internet Securities Commission, and Deputy Chairman of China Internet Insurance Association. Dr. Chen received his Ph.D. in Finance from University of Toronto, and was a tenured professor at Olin Business School, Washington University in St. Louis; he was recipient of Excellence in Teaching Award while teaching in the United States. After returning to China, Dr. Chen took the position of the Associate Dean of Cheung Kong Graduate School of Business (CKGSB), Professor of Finance, and Director of three research centers; he built the Doctor of Business Administration (DBA) program in CKGSB. Dr. Chen’s academic research covers capital market, decision-making in investment and financing, and financial innovations. He has published extensively in all world-class finance journals including Journal of Finance, Journal of Financial Economics, and Review of Financial Studies. He also served as a referee for many top finance and economics journals. Besides academia, he used to be a professional futures trader, an independent director on the board of several listed companies, and a strategic consultant of investment, financing, and financial innovations for multiple companies home and abroad.

Andrew Choi is the CTO and cofounder of Predata. Previously, he was a cofounder of Doceoware, an educational software company acquired by Zoomi in 2013. He was also an analyst at Insight Venture Partners, a New York City-based venture capital firm, sourcing deals in analytics and infrastructure software. He studied operations research and financial engineering at Princeton.

Dan Ciporin joined Canaan Partners in 2007 and is currently a General Partner specializing in financial technology, marketplaces, digital media and e-commerce investments.  Dan sits on the boards of publicly held Lending Club (LC) as well as numerous private companies including Orchard, CircleUp, ShopKeep, Bellhops and JOOR.   Previously Dan has served on the boards of several publicly held companies including Borderfree (BRDR) where he was also chairman; Primedia (PRM); VistaPrint (CMPR); and Corel (CREL).   He is the former Chairman and CEO of Shopping.com (SHOP) where he oversaw growth from zero to over $100 million in revenue in just five years, culminating in the company’s IPO in October 2004 and later acquisition by eBay in 2005. Prior to Shopping.com, Dan served as senior vice president of MasterCard International, where he managed global debit services. He holds an A.B. from Princeton University’s Woodrow Wilson School of Public and International Affairs and an MBA from Yale University.

Philip Daian is a Computer Science graduate student pursuing a PhD at Cornell University. He specializes in smart contracts and smart contract security, as well as the confidentiality properties of distributed ledger technology. He brings experience in the formal verification and automotive domains.  Before coming to Cornell, he worked with runtime verification and formal methods, first collaborating with the FSL on several projects as an undergraduate at the University of Illinois at Urbana-Champaign and later moving to the private sector. Philip completed a B.S. in computer science with a specialization in security at UIUC, winning the 2015 Michael S. Hughes Award in Software Engineering.  He looks forward to building the next generation of efficient and open financial cryptosystems.

Kathleen Traynor DeRose is a board member and founding investor of Evolute AG, a Swiss wealth management technology startup. She is currently the FinTech Executive-in-Residence at the Stern School of Business. She previously led the FinTech investment practice for Go Beyond, the largest pan-European angel platform, and was a member of Goldenseeds, which funds female entrepreneurs. Her areas of special interest and expertise are asset and wealth management, financial technology and quantitative finance, and China’s political economy and technology development.  She was most recently a Managing Director and Head of Strategy and Solutions for Credit Suisse Private Banking and Wealth Management, Prior to this role she was the Head of Global Investment Process for the multi-asset class business, the largest P&L in the bank. Before joining Credit Suisse, Kathleen was a Managing Partner and the Head of Portfolio Management and Research at a New York hedge fund. Prior to that, Kathleen was the Head of Large Capitalization Equities at Bessemer Trust, where she managed multi-billions in ultra-high net worth client portfolios. Before Bessemer, Kathleen spent twelve years at Deutsche Bank.  Kathleen started her career at Chase Manhattan Bank (now J.P. Morgan), where she was an analyst and portfolio manager.  She has been the subject of a Barron’s cover story and has made numerous television appearances.  She studied at University of Oxford, MSc., Contemporary Chinese Studies (with distinction) 2015, winner of the Ko prize for best masters thesis TRIUM program, MBA, 2011.  Received her AB at Princeton University and she is the author of “The Evolving Challenges of Quantitative Investing” with her former hedge fund partner Robert Hagin, a chapter in Investment Management: the Noble Challenges of Funding Pensions, Deficits, and Growth. She has authored white papers on Market Neutral investing and other research topics.  Kathleen has taught Global Investing and Foundations of FinTech at NYU Shanghai, and has been a panel judge for many startup competitions.

J. Michael Evans has served as the President of Alibaba Group since August 2015. As president, Michael is responsible for leading and executing Alibaba Group’s international growth strategy for globalizing the company and expanding its business outside of China. He also serves as a member of Alibaba’s board, having served as an independent director since the company’s initial public offering in September 2014. Michael served as vice chairman of The Goldman Sachs Group, Inc. from February 2008 until December 2013. He served as chairman of Asia operations at Goldman Sachs from 2004 to 2013 and was the global head of Growth Markets at Goldman Sachs from January 2011 to December 2013. He also co-chaired the Business Standards Committee of Goldman Sachs from 2010 to 2013. Michael joined Goldman Sachs in 1993, became a partner of the firm in 1994 and held various leadership positions within the firm’s securities business while based in New York and London, including global head of equity capital markets and global co-head of the equities division, and global co-head of the securities business. Michael has 22 years of experience working closely with senior Chinese government officials, regulators, state-owned enterprises and entrepreneurs. He personally led the restructuring and initial public offerings of China Telecom, Petro China, ICBC, and other major Chinese state-owned enterprises.  Michael is chairman of the board of Right To Play USA and a board member of City Harvest. He is also a trustee of the Asia Society and a member of the Advisory Council for the Bendheim Center for Finance at Princeton University. He is a member of the Board of Directors of Barrick Gold Corporation and Castleton Commodities International LLC.

James Evans works in Bain Capital’s private equity group, focusing on large-scale technology investments, particularly within application software. He graduated from Princeton in 2016, studying Computer Science with certificates in Finance and Values & Public Life.

Conan French advises the IIF on new technologies in financial services and the transformation they are driving across the industry.  He tracks blockchain, distributed ledger, mobile, cloud, machine learning, AI process automation, and other data technologies to identify key developments for the industry. He then helps global leadership better understand the opportunities and implications through research, meetings, and events. In 2015 he helped create the IIF RegTech initiative to draw attention to the potential for new technologies to solve regulatory and compliance challenges more effectively and efficiently.

Conan has experience working on innovations in finance from both the private and public sector.  He has launched mobile payment ventures including recently co-founding OnGo Asia. Earlier experience in his career included work at the Department of State USAID, and US Treasury Department.  Conan earned his MBA from Georgetown University and his BA in history and economics from Dickinson College.  While at USAID, he was the US Representative on the Council of Governors for the World Bank’s CGAP.

Mark Higgins is the COO and Co-Founder of Beacon Accelarte Technology. Before co-founding Beacon in May 2014 Dr Higgins spent eight years at JPMorgan, launching and delivering the Athena project, co-heading the Quantitative Research group for the investment bank, and running the electronic market making business for currency options. Before JPMorgan he spent eight years at Goldman Sachs as a desk strategist on the foreign exchange and interest rate market making desks.

Dr. Ulrike Hoffmann-Burchardi is a Managing Director and Portfolio Manager at Tudor Investment where she oversees a global equity portfolio. She joined Tudor Investment in 1999 as a macro-economic researcher in the firm’s Quantitative Trading team before she transitioned to portfolio management in public equities in 2002.  Since 2009 she oversees a global public equity portfolio inside Tudor’s flagship fund. Ulrike holds a Masters degree in Finance from the University of St. Gallen in Switzerland (1995) where she graduated first in her class and a PhD in Finance from the London  School of Economics and Political Science (2000).

Burt Malkiel is the Chemical Bank Chairman’s Professor of Economics, Emeritus, and Senior Economist at Princeton University, is the author of the widely read investment book, A Random Walk Down Wall Street.  The book has played an important role in encouraging the use of “index funds” by institutional and individual investors.  The revised 11th edition of the book was published in January 2015, paperback edition in January 2016.  His book, with Charles Ellis, Elements of Investments, revised edition, was published in 2013.  Dr. Malkiel has long held professorships in economics at Princeton, where he was also chairman of the Economics Department.  He was dean of the Yale School of Management and William S. Beinecke Professor of Management Studies there from 1981 through 1987.  He is a past president of the American Finance Association and the International Atlantic Economic Association.  He is a past appointee to the President’s Council of Economic Advisors and has served as an advisor to the Securities and Exchange Commission.  Mr. Malkiel serves on the board of directors of Theravance Biopharma, Inc., and Genmab A/S.  He is the Chief Investment Officer of Wealthfront that provides computerized low-cost portfolio management services.  He also serves as an advisor to Rebalance IRA, which provides a similar service for Individual Retirement Accounts.  He chairs the Investment Committee of Wavefront, an investment management firm focused on China and other Emerging Markets.  He is a frequent contributor to The Wall Street Journal and the Financial Times.

Lawrence H. Summers is the Charles W. Eliot University Professor and President Emeritus of Harvard University. During the past two decades, he has served in a series of senior policy positions in Washington, D.C., including the 71st Secretary of the Treasury for President Clinton, Director of the National Economic Council for President Obama and Vice President of Development Economics and Chief Economist of the World Bank.  He received a bachelor of science degree from the Massachusetts Institute of Technology in 1975 and was awarded a Ph.D. from Harvard in 1982. In 1983, he became one of the youngest individuals in recent history to be named as a tenured member of the Harvard University faculty. In 1987, Mr. Summers became the first social scientist ever to receive the annual Alan T. Waterman Award of the National Science Foundation (NSF), and in 1993 he was awarded the John Bates Clark Medal, given every two years to the outstanding American economist under the age of 40.  He is currently the Charles W. Eliot University Professor at Harvard University and the Weil Director of the Mossavar-Rahmani Center for Business & Government at Harvard’s Kennedy School. He and his wife Elisa New, a professor of English at Harvard, reside in Brookline with their six children.

John Schindler is an Associate Director in the Division of Financial Stability at the Federal Reserve Board. His focus is financial innovation, and he currently chairs the Financial Stability Board’s Financial Innovation Network. From 2008-09, he took leave from the Fed to serve as the Chief International Economist at the Treasury Department. John has been a lecturer at Johns Hopkins University since 2005, and he has also spent time as a visiting professor at the Pontifical Catholic University of Chile and as a visiting scholar at the United Nations Economic Commission for Latin American and the Caribbean. John has published a papers on a range of topics including measuring financial conditions, crisis modeling, and China. He received his PhD from the University of Pennsylvania. John is married and has five children.

Luis Valdich joined Citi Ventures in late 2015 as a Managing Director and leads its New York office and venture capital investing activities in the US east of the Rockies and in Europe.

Luis is currently focused in Fintech, ecommerce and big data/analytics applications relevant to financial services.  Luis actively looks for opportunities to invest in innovative startups that are pioneering new business models and technologies that intersect with Citi’s businesses and where Citi can eventually add value via a commercial relationship as a user, service provider and/or partner which in turn can help Citi innovate.  As such, Luis actively partners with the venture capital and startup ecosystems and with Citi businesses and functions firmwide.

From 2008 to 2015, Luis founded and ran JPMorgan Chase’s Strategic Investments group; he was part of the investment committee, made over 40 investments, and participated in several boards.  Previously Luis was a consultant at McKinsey and venture capital principal at Softbank.

Luis received his MBA from Harvard University and BA from Franklin & Marshall College.