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Speakers


JJ Wilczewski

Managing Director

Head of Institutional Client Group Americas and Member of the Deutsche Asset & Wealth Management ("Deutsche AWM") Americas Executive Committee and Deutsche AWM Global Client Group Executive Committee: Chicago, IL.

Joined the Company in 2014 with 18 years of industry experience. Prior to joining, JJ was Head of Institutional Advisory Solutions and member of the senior management team at Aon Hewitt. Previously, he was Head of Global Business Development at Wilshire Associates. JJ started his career in asset management at Van Kampen Investments.

BA in Risk Management from Illinois Wesleyan University; Series 24, 7 and 63 Licenses.

Joern Wasmund, CEFA

Managing Director

Global Head of Fixed Income: New York

Joined the company in 1999 with 3 years of industry experience. Prior to his current role, Joern served as Co-Head of Fixed Income for EMEA, as Head of Institutional Fixed Income for Europe and as Global Head of Process Management. Before that, he worked as Head of Institutional Credit for Europe and as Head of the Collateralized Debt Obligation (CDO) Business for Europe and Asia-Pacific. Previously, Joern was a portfolio manager for investment grade CDO transactions and before that, a portfolio manager and trader for subordinated bank debt. Prior to joining, he worked on a research project at DFG, Deutsche Forschungsgemeinschaft (German Research Foundation) and as an Assistant Professor at Justus Liebig University Giessen.

Master's Degree ("Diplom-Volkswirt") and PhD in Economics from Justus Liebig University Giessen; CEFA - Certified European Financial Analyst.

Johannes Mueller, CFA, CEFA

Managing Director

Chief Investment Officer Wealth Management, Germany and Chief Investment Officer for Multi Asset, Germany: Frankfurt.

Joined the Company in 1994. Prior to his current role, Johannes was Chief Economist for Fixed Income. Previously, he headed the Euro Liquids asset class management team. Before, he served as a portfolio manager for fixed income and as a bond trader. He started his career in the money market fund management team.

Master's Degree in Social and Economic Sciences from University of Innsbruck; CEFA - Certified European Financial Analyst; CFA Charterholder.

Frank Kelly, CEFA

Head of Government & Public Affairs – North & Latin America

Frank Kelly is Head of Government & Public Affairs for North and Latin Americas. In this role, he manages and coordinates relationships with elected officials and political and legislative bodies globally. Additionally, he heads up the Bank’s U.S. Direct Investment Advisory Group (DIAG) providing strategic counsel to non-US companies engaged in cross-border mergers and acquisitions requiring regulatory and political approvals. Mr. Kelly also serves as the Chief Political Risk Strategist advising clients on geopolitical and domestic risk issues and their impact on markets and industry sectors.

Prior to joining Deutsche Bank, Frank held senior executive positions at both Charles Schwab & Co. and Merrill Lynch & Co, Inc. Before joining the private sector, he served at the U.S. Securities and Exchange Commission as Chief Spokesman as well as the US Department of Justice as Assistant to the Director for Policy Development where he focused on international matters including terrorism and war crimes. Prior to these posts, he served in both the George H. W. Bush and, earlier, the Reagan White House where he started as a writer for President Reagan. Frank is a member of the Council on Foreign Relations and the International Institute of Strategic Studies. He serves as a member of the Board of Directors of the Atlantic Council of the United States, the American Council on Germany and the Jerome Lejeune Foundation.

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.

Jeff Shapiro

Lobbyist, Peck Madigan Jones

Jeff Shapiro joined Peck Madigan Jones following a lengthy tenure as Chief of Staff to Rep. Adrian Smith (R-NE), a senior member of the House Ways and Means Committee. He brings nearly two decades of political and public policy experience to the firm, having previously worked on and run campaigns at the local and federal level as well as served on Capitol Hill for a former subcommittee chair of the House Energy and Commerce Committee. In addition to his experience in public policy, strategic communications, legislative strategy, and relationship building, Jeff helps lead TiberCom, a full service new media and public affairs strategy integration firm utilizing survey methodology, messaging platforms, and advocacy tools to reach voters and influence stakeholders. Jeff’s reputation as a skilled political professional is valued by Members and staff for Republicans and Democrats alike. During his tenure on Capitol Hill, Jeff’s command of the operational dynamics and inner workings of congressional offices was recognized by House Republican Leadership, who tasked him with transitioning into office several Members of Congress following special elections, as well as contributing to Hitting the Ground Running, a publication designed to familiarize incoming House Republican freshmen with Capitol Hill, office management, and the legislative process. Jeff previously served as Washington Representative for General Mills, during which time he served on a number of Executive Branch advisory committees, helped guide the company’s political action committee, implemented legislative strategy, and coordinated with industry stakeholders and allied groups. Jeff has served as an adjunct professor at The George Washington University and is a frequent lecturer for Georgetown University’s Semester in Washington Program, discussing congressional operations and legislative processes. He regularly volunteers his time and expertise to advise numerous federal, state, and local campaigns. Jeff and his family reside in Washington, DC.

John Cassedy

Managing Director

Head of Relationship Management for the Americas: Boston, MA.

Joined the Company in 1992. Prior to his current role, John served in Client Services and Business Development. Previously, he was responsible for Retail and Institutional Investments, Cash Management, Product Development and Relationship Management.

BA from Merrimack College; NASD Series 3, 6, 7, 24 and 63 Licenses; Board Member for Charlestown Lacrosse & Learning Center.

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.

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.

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.

Sonelius Kendrick-Smith

Director

Senior Portfolio Manager for Tax-Exempt Money Market Funds and Tax-Advantaged Separately.

Managed Portfolios: New York.

Joined the Company in 2000.

BA from Indiana University; MFA from Northwestern University.

Reyer Kooy, CAIA, IMC

Managing Director

Head of Institutional Liquidity Management for EMEA and Asia Pacific, Global Client Group: London.

Joined the Company in 2010 with 15 years of industry experience. Prior to joining, Reyer served as Head of Cash Sales for EMEA at Credit Suisse Asset Management and as Head of EMEA Financial Institutions Sales for the Global Cash Business at JP Morgan Asset Management.

BSc (Honours) from Aston University; Chartered Alternative Investment Analyst; Investment Management Certificate (IMC); Chairman of the Institutional Money Market Fund Association ("IMMFA").

Adie Tomer

Fellow, The Brookings Institute

Adie Tomer is a Fellow at the Brookings Institution’s Metropolitan Policy Program, where he directs the Infrastructure and Built Environment portfolio. His work focuses on metropolitan transportation usage patterns, broadband, and the intersections between infrastructure and technological development. His work has received coverage and citations in academic journal articles and international print publications, including The Economist, Wall Street Journal, and New York Times. He holds a Master’s in Public Policy from American University and a B.A. from the University of Florida.

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.

Nicole Thie

Director

Client Facing Specialist for Alternatives Co-Investments, Global Client Group: New York.

Joined the Company in 2006. Prior to her current role, Nicole worked in the Key Client Group. Previously, she served as a Graduate Analyst within Private Wealth Management, rotating through the Office of the Chief Investment Officer, the Advisory Solutions Desk and the Strategy and Business Development Group.

BSE in Operations Research and Financial Engineering from Princeton University; Series 7 and 66 Licenses; Co-Founder and Co-Chair of Deutsche Asset & Wealth Management Women's Network (DAWN).

Mark G. Roberts, CFA

Managing Director

Head of Research and Strategy for Alternatives and Member of the Global Executive Investment and Management Committees: New York.

Joined the Company in 2011 with 26 years of industry experience. Prior to joining, Mark held a series of senior research and management positions at Invesco Real Estate. Previously, he served as Director of Construction and Development at ClubCorp International. He has also served as Chairman of the Board of the National Council of Real Estate Investment Fiduciaries (NCREIF) and President of the Real Estate Research Institute (RERI).

BA in Architecture from the University of Illinois at Urbana-Champaign; MS in Real Estate from Massachusetts Institute of Technology; CFA Charterholder.

Scott Ikuss

Vice President

Portfolio Manager and Portfolio Analyst for Commodities: New York.

Joined the Company in 2008.

BA from Rutgers, The State University of New Jersey.

Jim Krane, PhD

Fellow, Rice University

Jim Krane, Ph.D., is the Wallace S. Wilson Fellow for Energy Studies at Rice University’s Baker Institute for Public Policy. His research addresses the geopolitical aspects of energy, with a focus on the Middle East. His scholarly work looks at energy exporting states and their problems with demand, subsidies, and the risks they face from climate action. He is the author of the 2009 book “City of Gold: Dubai and the Dream of Capitalism,” which chronicles the developments that transformed the emirate into one of the world’s most globalized cities. He is a former journalist based in the Middle East for almost six years, writing about the Persian Gulf states and surrounding region, including Iran and Afghanistan. He spent a year and a half in Iraq covering the aftermath of the U.S. invasion and ensuing insurgency.

He has written about the Gulf region for the Wall Street Journal, the Economist Intelligence Unit, the Financial Times and many other publications. He is the winner of several journalism awards, including the 2003 AP Managing Editors Deadline Reporting Award, received for his coverage of Saddam Hussein’s capture in Iraq. Krane is a member of Cambridge University’s Energy Policy Research Group, where his Ph.D. studies took place. He holds a master’s in technology policy from Cambridge University’s Judge Business School and a master’s in international affairs from Columbia University.

Mark Rigazio

Director

Portfolio Manager for Leveraged Loans: Boston, MA.

Rejoined the Company in 2007 with 13 years of industry experience. Prior to rejoining, Mark served as an Investment Analyst at Fidelity Management & Research Company. Previously, he was a High Yield Analyst at Deutsche Asset Management and at Flagship Capital. Earlier, Mark held various Banking, Finance and Accounting roles at Banc of America Securities, Art Technology Group, PricewaterhouseCoopers and Tonneson & Company CPAs.

BS & MBA from Bentley University; Certified Public Accountant.

Lonnie Fox

Director

Portfolio Manager for High Yield Strategies: New York.

Joined the Company in 2004 with one year of industry experience. Prior to his current role, Lonnie worked as a high yield credit analyst. Prior to joining, he served as a business analyst at Deloitte Consulting.

BS in Applied Economics and Management from Cornell University; MBA in Finance and Strategy from New York University Stern School of Business.

Amit Bouri

Chief Executive Officer, the GIIN

Amit Bouri is the Chief Executive Officer and co-founder of the GIIN. His work in impact investing began when he was a strategy consultant with the Monitor Institute. At Monitor he was part of the team that produced the Investing for Social & Environmental Impact report, and he left Monitor to co-found the GIIN in 2009.

Amit's other projects at the Monitor Institute included strategic planning and organizational development work for nonprofit organizations and foundations. Amit previously worked in the private sector as a strategy consultant with Bain & Company. He left Bain to work in global health at the Elizabeth Glaser Pediatric AIDS Foundation. He also worked in the corporate philanthropy units of Gap Inc. and Johnson & Johnson. Amit holds an MBA from Northwestern University's Kellogg School of Management, an MPA from Harvard University's John F. Kennedy School of Government, and a BA in Sociology and Anthropology from Swarthmore College.

Caroline Vance

Director

Ms. Vance is responsible for overseeing the microfinance and social enterprise lending efforts of Deutsche Asset Management’s Global Social Finance Group, which has been managing funds in this sector since 1997. Since joining Deutsche in August of 2008, she has been responsible for microfinance relationships in a variety of geographies, in particular, Central Asia, and she has managed two of the group’s funds. At present, she is responsible for the Essential Capital Consortium B.V., a $50 million fund for social enterprises in financial services, energy, and health. Ms. Vance previously worked in the investment banking division of Lehman Brothers, its Global Natural Resources group and its Business Planning and Technology, group and she holds a Master's degree in International Affairs from the George Washington University and a BA from Williams College.

Steve Doire, CPA, CFA, CPCU

Managing Director

Head of Americas Insurance and Chair of the Global Insurance Practice: Boston, MA.

Joined the Company in 1996. Prior to his current role, Steve globally co-headed Client Solutions with a focus on the insurance segment. Previously, he was Global Head of Insurance Asset Management Solutions. Before joining, he worked as an officer at Providence Washington Insurance Group and as a senior auditor at KPMG.

BS from Bryant University; Certified Public Accountant; CFA Charterholder; Chartered Property Casualty Underwriter.

Marc Romano

CTO and co-founder, Seismic

Marc is the CTO and co-founder at Seismic, the leading enterprise-grade sales enablement solution. Marc oversees all of Seismic’s technological resources and leads the company’s technology strategy and implementation. As part of Seismic’s founding team, Marc has played an essential role in growing the company from a four-man operation to a 320-person company in a little over seven years. Seismic now serves more than 250 enterprise customers and has raised $65 million in investment funds. In May 2016, Marc was named a San Diego Top Tech Exec, sponsored by the San Diego Business Journal and Cox Business.

Prior to founding Seismic, Marc served as senior director of software engineering at EMC. Marc was also a key member of document generation provider Document Sciences’ turn-around team, where as director he played a key role in re-starting the company, which was acquired by EMC in 2008. Marc lives in San Diego and holds a B.S. in computer science from UCLA.

Robert G. McCollum, Jr.

Managing Director

Head of Portfolio Management, Fixed Income Solutions and Member of the CIO Executive Committee for the Americas: New York.

Joined the Company in 2002 with 20 years of industry experience. Prior to his current role, Rob was Co-Head of Fixed Income Portfolio Management. Before joining, Rob served as a Senior Portfolio Manager at Prime Advisors, Inc. Previously, he was a Limited Partner at Cantor Fitzgerald, the Head of Corporate Debt Trading at Continental Bank and a Corporate Bond Trader at Goldman Sachs, Paine Webber and EF Hutton.

BS from Duke University; MBA from New York University, Stern School of Business.

Philip Bennett

Director

Co-Head of Global Analytics, Client Solutions, Global Client Group: Jacksonville, FL.

Joined the Company in 2007 with 22 years of industry experience. Prior to his current role, Philip was Quantitative Strategist for Insurance Advisory Services. Prior to joining, he served in Quantitative Analytics at Deutsche Bank Securities Inc., in Risk Management Audit at Canadian Imperial Bank of Commerce and as the President of Econovest Technology Concepts Inc. Previously, he was the Head of Derivative Trading at Confed Treasury Services Ltd., the Director of Capital Markets at Central-Guaranty Trust Company, the Head of Derivative Trading at Bank of Nova Scotia and a Derivatives Trader at Chemical Bank. Philip began his career as a Treasury Product Strategist at Bank of Montreal.

BA in Economics from Wilfrid Laurier University; MBA in Finance from the University of Toronto; Certificate in Quantitative Finance.

Arne Noack, Director

Head of Capital Markets, Passive, Americas

Arne joined the Company in 2007. Prior to his current role, Arne was the Head of Exchange Traded Product Development for EMEA based in London. Previously, he was a member of the ETF structuring team of db X-trackers. Before that, he provided non-listed structured funds solutions for both institutional and private client distribution throughout Europe.

Arne holds a bachelor’s in Economics from Westfaelische Wilhelms-Universitaet Muenster.

Mike Earley, CFA

Managing Director

Americas Head of Client Solutions, Global Client Group: Boston, MA.

Joined the Company in 2002 with 12 years of industry experience. Prior to his current role, Michael served as an Insurance Strategist. Before joining, he was an Assistant Director at CIGNA in their Financial Development Program, with roles including Financial and Management Reporting and Analysis as well as Healthcare Underwriting. Previously, he worked as a Senior Auditor for Price Waterhouse specializing in insurance and as an Analyst for Aetna Life and Casualty.

BS from University of Connecticut School of Business Administration; JD from University of Connecticut School of Law; CFA Charterholder; Certified Public Accountant.

Mike Angelina, ACAS, MAAA, CERA

Executive Director, Academy of Risk Management & Insurance
Erivan K. Haub School of Business, Saint Joseph’s University

Mike Angelina joined Saint Joseph's University in April 2012 to lead the Risk Management and Insurance program within the Haub School of Business. Prior to joining Saint Joseph’s, he was an executive officer with Bermuda based insurer and reinsurer, Endurance Specialty Holdings, Ltd. as its Chief Risk Officer & Chief Actuary. In this capacity he led the global pricing, reserving, and risk management functions with a particular emphasis on Enterprise Risk Management. During Mr. Angelina’s tenure as Chief Risk Officer, Endurance was one of four North American insurers to receive Standard & Poor’s highest rating of excellent for Enterprise Risk Management. He is currently a member of the board of directors of Illinois-domiciled specialty insurer RLI Corp; Bermuda-based reinsurer Equator Re; Hagerty Insurance Group; and the American Academy of Actuaries. Throughout his insurance career he has widespread experience in actuarial areas, business development, capital allocation, distribution management, investor relations, mergers and acquisitions, rating agency and regulatory developments, strategic initiatives, underwriting policy and guidelines, and other insurance company operational functions. Mr. Angelina has been involved in countless lines of business in the Bermuda, United States, and international property/casualty insurance and reinsurance markets.

Mr. Angelina is an Associate of the Casualty Actuarial Society, a Chartered Enterprise Risk Analyst, and a Member of the American Academy of Actuaries, having recently served on the Academy Executive Council as Vice President - Casualty. Mr. Angelina began his actuarial career with CIGNA and then joined Tillinghast (now Towers Watson) in 1988 where he participated in the development of Tillinghast's excess of loss pricing system and its Global Loss Distributions initiative, as well as numerous client assignments, with a focus on mergers & acquisitions, pricing, and reserving for reinsurance companies and multi-line insurers. Mr. Angelina worked for one year for Reliance Reinsurance Corp. as a Vice President and Actuary prior to returning to Tillinghast in 2000 leading the Philadelphia office.

Mr. Angelina is the co-author of Tillinghast's industry-wide asbestos actuarial study and participated in the development of the 2003 FAIR Act (proposed Federal asbestos legislation). Mr. Angelina is a member of the American Academy of Actuaries’ Financial Reporting Council and former chair of the Academy’s Casualty Practice Council. He also served as the Council’s chairperson of the Emerging Issues Task Force. He is a frequent speaker at industry conferences covering topics such as Enterprise Risk Management, Risk Governance, Loss Reserving, International Issues, Capital Allocation, Regulation, Market Conditions, and Pricing Trends. Mr. Angelina has also testified in Federal and US Tax courts as an expert witness on insurance and captive matters.

In 2013, Mr. Angelina was named as one of Insurance Business America’s Hot 100 Insurance Professionals because of his research on the topic of gender diversity in the insurance industry. He has also spent time meeting with members of congress and their staff on asbestos issues, the National Flood Insurance Program, Terrorism, and other insurance issues. While leader of the Academy’s Casualty Practice Council, Mr. Angelina has issued many comment letters and met with state, national, and global regulators on property casualty insurance issues including capital standards, catastrophe requirements, climate change, price optimization issues, financial reporting, loss reserves, ratemaking, and qualification standards for actuaries.

Bart Holl, CFA

Managing Director

Head of Insurance New Business Development: New York.

Joined the Company in 2006 with over 15 years of industry experience. Prior to joining, Barton was responsible for heading the insurance business development activities at New England Asset Management and Zurich Scudder Investments. Previously, he held investment positions at Travelers, Wells Fargo and at Kidder Peabody. Barton was also a founding Partner of Charter Oak Capital Management, an insurance advisory firm.

BS from Babson College.

Investor Education Summit

2017


25th – 27th September, New York

CIO View

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