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DWS Speakers


Kelly L. Beam, CFA

Director

Fixed Income Portfolio Manager: New York

Joined the Company in 1999. Prior to her current role, Kelly served as a senior corporate bond trader. She also served in Investment Support for Stable Value, Specialty Fixed Income and Global Insurance

BS in Finance from Lehigh University; MBA from Fordham University; CFA Charterholder

Sid Bhartiya

Vice President

Credit Research for US Investment Grade: New York

JJoined the Company in 2011 with 3 years of industry experience. Prior to that, Sid served as a project finance analyst at Reliance Industries

BSc in Economics from Lancaster University; MBA in Financial Markets from College of William & Mary

David Bianco, CFA

Managing Director

Chief Investment Strategist and Head of US Active Equity Management: New York

Rejoined the Company in 2012 with 15 years of industry experience. Prior to his current role, David was the Chief US Equity Strategist at Deutsche Bank and, before rejoining, at BofA Merrill Lynch and at UBS. Prior to being chief strategist, he served as the Valuation & Accounting Strategist at UBS, a Quantitative Strategist at Deutsche Bank and an industry equity analyst at Deutsche Bank, Credit Suisse and at NatWest Markets

BS in Economics from The Wharton School, University of Pennsylvania; CFA Charterholder

Alex Cooper, CFA

Vice President

Portfolio Manager: New York

Joined the Company in 2010

BS in Applied Economics and Management from Cornell University; CFA Charterholder

Joshua Feinman

Managing Director

Chief Global Economist: New York

Joined the Company in 1993 with 5 years of industry experience. Prior to joining, Joshua served as an Economist at the Federal Reserve Board

BA from Johns Hopkins University; MA and PhD from Brown University

Geoffrey Gibbs

Managing Director

Senior Portfolio Manager for Taxable Money Market Funds: New York

Joined the Company in 1996 with 2 years of industry experience. Prior to joining, Geoff served as an Analyst at Wilshire Associates

BA from University of California, Santa Barbara

Priscilla Lu, PhD

Head of Sustainable Investments—Asia Pacific

CIO for Sustainable Investments, Alternatives and Real Assets: Hong Kong

Joined the Company in 2014 with over 30 years of experience, thereof 10 years in the financial industry. Prior to joining, Priscilla was general partner and founder of Cathaya Capital, a cross border fund investing in clean tech and healthcare in China. Previously, she was an advisor and limited partner of Mayfield Fund, California. Before, she held various positions in the technology, media and telecommunications industry

MS in Computer Science from University of Wisconsin-Madison; PhD in Computer Science & Electrical Engineering from Northwestern University

Stephen Lynch

Managing Director

Senior Portfolio Manager: New York

Joined the Company in 2004 with 12 years of industry experience. Prior to joining, Stephen served as a Portfolio Manager for Structured Products at JPMorgan Asset Management. Previously, he worked in Economic and Market Research at International Strategy and Investment and as an Assistant Economist at the Federal Reserve Bank of New York

BS in Economics from Pennsylvania State University; MBA in Analytic Finance from The University of Chicago Booth School of Business

Joseph Rado

Director

Co-Portfolio Manager, Real Estate Debt Investments: New York

Joined the Company in 2006 with 26 years of industry experience. Prior to joining, Joe served as a Senior Underwriter at CWCapital. Previously, he worked as Manager of Real Estate Investments at Nissho Iwai American Corporation and in Portfolio Management and Underwriting in the Commercial Real Estate Group at Wachovia

BA in Urban Planning from Rutgers, The State University of New Jersey

Jorge Rodriguez

Managing Director

Global Head of RREEF Infrastructure Debt: New York

Joined the Company in 2011 with 17 years of industry experience. Prior to joining, Jorge served as a Managing Director and Portfolio Manager for the Infrastructure Debt Fund at Aladdin Capital Management. Previously, he worked as the Head of Infrastructure Finance for the Americas at Commerzbank AG, as an Acquisitions Officer at BNP Paribas and as a Credit Analyst at Credit Agricole. Jorge began his career as an Analyst at JP Morgan

BA in Economics from Trinity College; MBA in Finance and Management from Kellogg School of Management, Northwestern University

Rick Smith, CFA

Managing Director

Senior Portfolio Manager: New York

Joined the Company in 2004 with 21 years of industry experience. Prior to joining, Rick served as an Investment Grade Portfolio Manager at MFS Investments. Previously, he worked as a Research Analyst at Salomon Brothers

BA in Economics from Vassar College; MBA in Finance from Vanderbilt University; CFA Charterholder

Thomas J. Sweeney, CFA

Director

Portfolio Manager / Structured Finance Sector Head: New York

Joined the Company in 2005 with 4 years of industry experience. Prior to his current role, Thomas served as a structured trader. Previously, he worked in the Technology division. Before joining, he developed portfolio analytics systems at Merrill Lynch as a part of their Private Investors Technology Group

BS in Computer Science from Rutgers College; CFA Charterholder

Kevin White, CFA

Director

Head of Strategy, Research and Strategy for the Americas, Alternatives and Real Assets: New York

Joined the Company in 2015 with 19 years of work experience, thereof 11 years in the finance industry. Prior to joining, Kevin served in investment strategy and research at Cole Capital and at Property & Portfolio Research (PPR). Previously, he was an economist at International Data Corporation and a tax policy officer in the Department of Finance at the Government of Canada

BA in Economics from Queen's University; MA in Economics from University of British Columbia; CFA Charterholder

Guest Speakers


Arthur Guarino

Assistant Professor of Finance & Economics, Rutgers University School of Business

Arthur Guarino is an assistant professor in the Finance and Economics Department at Rutgers University Business School teaching courses in financial institutions and markets, corporate finance, and financial statement analysis. The first half of his career was spent in the financial services industry. He has written articles dealing with finance, economics, and public policy.

Amisha Parekh

Senior Product Specialist-Sustainable Finance, Bloomberg

Amisha Parekh is a Senior Sustainable Finance Product Strategist in Bloomberg’s Sustainable Business and Finance team. She is responsible for developing the strategy for Bloomberg’s sustainable finance products and supports initiatives related to Environmental, Social, and Governance (ESG) and enterprise products.

Prior to Bloomberg, Amisha was a Senior Manager in Deloitte’s US Strategy, Innovation, and Transformation group. She has helped several manufacturing, consumer goods, and retail clients develop sustainability strategies and improve operational performance. She has previously also worked in brand management at Procter & Gamble and in sustainability at Walmart.

She is the co-author of, High Performance Hospitality: Sustainable Hotel Case Studies, one of the first books published on sustainability in the hospitality industry.

Amisha holds an MBA and Master’s in Environmental Policy and Behavior from the University of Michigan and a BS in Computer Science from the State University of New York at Binghamton.

Raghu Ramachandran

Head of S&P/Dow Jones Indices-Insurance Asset Channel

Raghu Ramachandran is the Head of S&P Dow Jones Indices’ (S&P DJI) Insurance Asset Channel. In this role, he is responsible for applying S&P DJI resources to solve problems for insurance companies. Raghu works on how indices are used to create innovative products for insurance companies, benchmarking general account portfolios and the use of ETFs by insurance companies.

Prior to joining S&P DJI, Raghu was CIO at a P&C and a Life insurance company. Prior to working at insurance companies, Raghu was an insurance portfolio manager and head of the portfolio strategy group for Brown Brothers Harriman & Co. Previously, Raghu also worked at Tillinghast (now Willis Towers Watson), developing stochastic modeling tools. He has extensive experience in portfolio and liquidity management, portfolio strategy, hedging, product development, and stochastic modelling.

Raghu has a bachelor’s in physics and a bachelor’s in astronomy from the University of Texas at Austin. Raghu regularly writes and speaks about investment issues related to insurance. In June 2017, Raghu published an analysis of ETF usage by insurance companies which received a “Highly Commended” award for Best ETF Paper by Savvy Investor.

Ulku Rowe

Technical Director of Financial Services - Google

Ulku Rowe is the Technical Director of Financial Services at Google Cloud. A t the forefront of Google’s cloud and machine learning capabilities, she enables the financial services industry to take advantage of Google’s technology to fuel their digital transformation.

Before joining Google, Ulku was a Managing Director of Technology at J.P. Morgan Chase and Bank of America. During her financial services career, she built technology platforms for trading & analytics, middle & back-office, risk management, and finance. Driving business transformation through technical innovation and leadership has always been her focus.

Ulku received her MS degree in Computer Science from University of Illinois at Urbana-Champaign, and her BS degree in Computer Engineering from Bogazici University in Istanbul.

She serves on the Board of Directors of the Fulbright Association.

Richard Sylla

Professor Emeritus of Economics at the Stern School of Business

Richard Sylla is Professor Emeritus of Economics at the Stern School of Business, New York University, where from 1990 to 2015 he was Henry Kaufman Professor of the History of Financial Institutions and Markets. Sylla is also a Research Associate of the National Bureau of Economic Research, a Fellow of the Cliometric Society, and a Fellow of the American Academy of Arts & Sciences.

Professor Sylla received the B.A., the M.A., and the Ph.D. from Harvard University, where he was elected to Phi Beta Kappa. His research focus is on the financial history of the United States in comparative contexts. He is the author of Alexander Hamilton: The Illustrated Biography (2016) and The American Capital Market, 1846-1914 (1975); co-author of The Evolution of the American Economy (1993; 1st ed., 1980) and A History of Interest Rates, (4th ed., 2005; 3rd ed. Rev., 1996; 3rd ed., 1991); and co-editor of Patterns of European Industrialization—The Nineteenth Century (1991), The State, the Financial System, and Economic Modernization (1999); Founding Choices: American Economic Policy in the 1790s (2011); and Genealogy of American Finance (2015), as well as articles, essays, and reviews in business, economic, and financial history.

Sylla is a former editor of The Journal of Economic History. During 1998-2000, Sylla served as chairman of the board of trustees of the Cliometric Society, an association of quantitative economic historians. In 2000-2001, he was president of the Economic History Association, the professional organization of economic historians in the United States. In 2005-2006, he served as president of the Business History Conference (BHC), the leading professional association of business historians; BHC presented its Lifetime Achievement Award to him in 2011. Currently, Sylla serves as chairman of the board of trustees of the Museum of American Finance, a Smithsonian affiliate museum located at 48 Wall Street in New York.

2018 Investor Education

Summit


September 24th - 25th



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