Investment management is a highly unusual industry. Margins are very high, but many customers express dissatisfaction — signs of an industry ripe for disruption. Many customers will not get the results they need, e.g., the many underfunded pension funds. Our panel of senior innovation leaders in the investment management industry will discuss how they’re addressing the challenge of index funds, robo-advisors, ETFs, crowdfunding, and other new business models and startups trying to eat their lunch.
Please note that no refunds will be issued.
FOR SECURITY REASONS, REGISTRATION MUST CLOSE AT 4PM ON MONDAY, NOVEMBER 4TH – NO ADDITIONAL NAMES OR SUBSTITUTIONS WILL BE PERMITTED AFTER THAT TIME. ANY WALK-INS WILL BE TURNED AWAY.
Head of Investments - Intelligent Digital Solutions, JP Morgan Chase & Co.
Theodore Dimig serves as the Head of Investments within Intelligent Digital Solutions, JP Morgan Chase & Co. Ted is responsible for designing and constructing investment & content solutions that will be offered through our digital platform, working in close partnership with teams across Asset Management and Wealth Management. Prior to this role, Ted was the Chief Investment Officer and Head of the Specialized Strategies Team at J.P. Morgan’s Global Wealth Management. Ted and his team managed multi-asset strategies, alternative investments, equities and fixed income for high net worth and institutional clients globally. Mr. Dimig also previously managed the Manager Selection Solution Group as the Global Head of Manager Selection and headed the client portfolio team responsible for behavioral finance based equity strategies within JPM Investment Managements U.S. Equities Group. Mr. Dimig holds a B.A. in history and government from Lehigh University, a J.D. from New York Law School and an M.B.A. from NYU’s Stern School of Business.
Senior Vice President and Global Head of Business Transformation, Alliance Bernstein
Koley Corte is Senior Vice President and Global Head of Business Transformation, Alliance Bernstein. A senior executive focused on leveraging data and digital to drive strategic change, Koley Corte is currently Senior Vice President and Global Head of Business Transformation at AllianceBernstein focused on developing transformative growth strategies for next generation institutional and retail distribution. Koley’s areas of current focus include artificial intelligence, sales enablement, demand generation, robotics and automation, predictive analytics and new channel development. Prior to joining AB, Koley was at Reed Elsevier (RELX) where she served as Senior Vice President and Head of Digital, Innovation and Customer Acquisition Strategies, Americas Region for Reed Exhibitions (RX). While at RX, she focused on driving attendee acquisition and engagement, developing digital programs, assets, capabilities and revenue and improving analytics and insights. Previously, Koley was Vice President, Head of Market & Competitive Strategy and Integrated Campaign Management at TIAA, where she led teams responsible for developing the environmental backdrop with insights and implications for revenue growth and diversification strategies, the rebrand and large-scale external communication initiatives, including complex product redesigns. Previously, Koley held progressive leadership roles at American International Group (AIG). Koley received her MBA with distinction from the Leonard N. Stern School of Business at New York University, with a concentration in Finance, Management, and International Business, and her B.A. cum laude in Economics and Psychology from Brandeis University.
SMD, Chief Technology Officer, The Blackstone Group
William Murphy is a Senior Managing Director and the Chief Technology Officer at Blackstone, leading the Blackstone Innovations team. Mr. Murphy is responsible for the firm’s use of technology along with a strategic technology investment portfolio. Mr. Murphy also serves on several boards of directors of our investments along with the board of the Blackstone Charitable foundation. Prior to joining Blackstone in 2011, Mr. Murphy was founding Chief Technology Officer for Capital IQ where he was responsible for overseeing all product design, development, infrastructure and technology support and was involved with all operations of the business. Before Capital IQ, Mr. Murphy led teams at Sapient, delivering solutions for large clients primarily in financial services. Mr. Murphy received a BSE in Computer Science from the University of Pennsylvania.
Managing Director, Head of US Business Development, Aladdin Wealth Tech
Robert Eaton, Managing Director, is the head of US Business Development for Aladdin Wealth Tech, responsible for distributing BlackRock technology offerings to the US Wealth marketplace. Prior to moving to his current role, Mr. Eaton was the head of National Accounts for US Wealth Advisory for ten years, responsible for a team managing BlackRock’s relationships with wirehouses, regionals, independents, banks and RIA service agents. Before that, Robert was the head of BlackRock’s US Retail Channel Marketing & Strategy team responsible for marketing mutual fund, separate account, alternative investments and offshore products. Mr. Eaton’s service with the firm dates back to 1998, including his years at Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he was responsible for US retail channel marketing and previously the product management team. Mr. Eaton joined MLIM in 1998 to work on the launch of Mercury Asset Management products into the US retail market. Prior to joining MLIM, he was a management consultant for five years with McKinsey & Co., managing projects for asset management and other financial services clients.Mr. Eaton earned a BA degree, summa cum laude, from Princeton University in 1989, an MBA degree, with high distinction, and an MPP degree, both from Harvard University in 1994
Venture Parnter, HOF Capital
David Teten is a Venture Partner with HOF Capital, an international venture capital fund based in New York, and is now working on launching a new fund. David has particular interest in fintech, sales tech, and HR tech. He was previously a Managing Partner with HOF Capital and Partner for 6 years with ff Venture Capital, one of the best-performing seed- and early-stage venture capital firms in the U.S. He is also Founder of Harvard Business School Alumni Angels of Greater New York, the largest angel network on the East Coast. David also has advised clients such as Goldman Sachs Special Situations Group, Icahn Enterprises, LLR Partners, Birch Hill Equity Partners, and other institutional investors. He earlier was a serial fintech entrepreneur with two exits and an investment banker for the tech industry. David holds a Harvard MBA and Yale BA, both with honors. He writes regularly at teten.com.
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