Date: Nov 05, 2019Time: 6:30 PM to 8:30 PM
Nov052019

Innovation in Investment Management: How Leading Institutional Investors Are Disrupting Themselves

Tue, 6:30 PM TO 8:30 PM Knobbe Martens Law Firm
General PublicFinance

Description

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.

Bios

Speaker

Theodore Dimig

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.

Speaker

Koley Corte

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.

Speaker

William Murphy

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.

Speaker

Benjamin Elbaz

Managing Director, BlackRock

Benjamin Elbaz is a Managing Director at BlackRock and is currently co-head of BlackRock’s Digital Wealth platform & sales technology team. Digital Wealth is BlackRock’s Fintech business serving the wealth management industry globally, delivering a range of digital products and data science solutions to financial advisors and BlackRock.

Moderator

David Teten

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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Date Time

Date: Nov 05, 2019Time: 6:30 PM to 8:30 PM

Location

Knobbe Martens Law Firm1155 6th Ave
24th Floor, New York
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Price

  • 20 / Member/Member Guest (limit one)
  • 50 / Non-Members

Attendees

Rebecca Binder, Jacquelyn Bonner, Michael Colon, Koley Corte, Theodore Dimig, William Eagan, Benjamin Elbaz, Elizabeth Fairfax Brown, Debra Flanz, Karina Frayter, Alan Frederickson, Mary Hainsworth, Elaine Henry, Diana Herrmann, Mie Iwasa, Teresa Jankovic, Gary Kreissman, Roger Lipton, Carly Maisel, Linda Mirels, Barrie Moskowitz, William Murphy, David Rogers, Serra Saridereli, Dara Shapiro, Paige Sutherland, Jan Szilagyi, David Teten, Ari Weinberg, Nicholas Wood, Shu Yang

Organizer

David Teten '98

Sponsors

Knobbe Martens Law Firm

1155 6th Ave, 24th Floor, New York, NY, 10036