Emily (Xiaoyue) He is an Investment Associate at Mother Cabrini Health Foundation, a $3.8 billion private foundation based in NYC focused on providing grants to improve the health and well-being of underprivileged communities in the State of New York. Emily works closely with the Investment Office to manage the investment activities of the Foundation’ endowment, including sourcing, due diligencing and evaluating investment managers across strategies and geographies, developing asset allocation strategies, and conducting thematic market research. Previously, Emily was with The Rockefeller Foundation as part of the investment team responsible for managing a $4.5 billion endowment portfolio. Prior to joining Rockefeller, Emily was a Portfolio Management Associate focused on hedge fund selection and allocation at PAAMCO Prisma. She started her career in equity sales trading at China International Capital Corporation in Hong Kong.

Emily holds an M.B.A in Finance and Strategic Management from The Wharton School of the University of Pennsylvania, an M.Phil in Economics from The Chinese University of Hong Kong, and a B.S. from Shanghai Jiao Tong University. She is a CFA Charterholder.

Tiffany Yuan is currently a Senior Associate with Palladium Equity Partners, a middle market private equity firm with nearly $3 billion in assets under management. She also serves on the Board of Directors of Palladium portfolio companies Del Real, a manufacturer of value-added branded and private label heat-and-serve Mexican cuisine products including value-added meats, prepared specialty items, fresh salsas and side dishes, and Accupac, a provider of outsourced manufacturing and packaging solutions serving the personal care and beauty end markets. Previously, Tiffany was an Investment Banking Analyst at Guggenheim Securities where she worked on numerous buyside and sellside M&A transactions in the Technology, Media and Telecom group. She graduated from Cornell University with a Bachelor of Arts with distinction in Economics.

Chakradhar Singh, CFA is an executive director in Equity Derivatives at CIBC(Canadian Imperial Bank of Commerce). At CIBC, Chakradhar covers institutional clients, mainly Insurance companies, Asset managers. In the current role, Chakradhar provides clients with solution on capital optimization trades, structured financing opportunities etc. Before joining CIBC, Chakradhar used to work for Apollo Global Management in London as a Risk Manager. At Apollo, Chakradhar used to oversee the market risk on the European banks and insurance companies acquired by Apollo. Prior to joining Apollo, Chakradhar has worked in various large insurance companies e.g Aviva, Athene and FnG heading the hedging efforts for the liabilities. Chakradhar has an undergrad degree from Indian Institute of Technology, India, and MBA from Booth School of Business.

Linda Luu is a Vice President and member of the deal team of Blackstone’s seeding business, the Strategic Alliance Funds within the Hedge Fund Solutions Group. Prior to joining Blackstone in 2018, Ms. Luu was involved in manager evaluation, selection and monitoring across investment strategies at PAAMCO. She began her career in the investment banking department of Credit Suisse. Ms. Luu received a BA in Economics from Columbia University, where she graduated cum laude, and an MBA from The Wharton School of the University of Pennsylvania.

Angie Chatterjee is a Director on the Pension, Endowment, Foundation and Asset Manager Solutions team at Bank of America and is focused on delivering systematic solutions to clients. Angie joined Bank of America from UBS where she was responsible for multi-asset systematic strategy distribution to the US Asset Manager channel. Previously, Angie spent 7 years at Barclays on the cross-asset solutions team covering Asset Managers, Pensions, Endowments and Foundations across a wide range of derivative strategies. Angie focused primarily on growing the QIS platform and led sales for Commodity Index solutions. Angie spent the first half of her career in Credit Derivatives in both trading and sales capacities. Angie served as a Portfolio Manager at Black River Asset Manager where she was responsible for a relative value strategy in the Global Credit Fund. Angie began her career trading credit default swaps at Bear Stearns and marketing synthetic CDOs at Wachovia.

Angie holds a BS, magna cum laude, in Economics from Duke University and an MBA from Columbia Business School.

Chloe Choi is a Vice President at Moelis & Company in the Private Funds Advisory group. Previously, Ms. Choi worked at BlackRock where she focused on Corporate Finance Strategy and at PwC in the Transaction Services group.

Ms. Choi holds a B.S. in Finance and Information Systems from the Stern School of Business at New York University. She is also a Chartered Alternative Investment Analyst (CAIA) charterholder.

Brian Park is a Vice President at Bank of America Securities’ equities trading business. Prior to joining Bank of America Securities in 2017, Mr. Park was a trader for equity derivatives and quantitative trading at UBS Securities. Mr. Park received a BS in Electrical Engineering and Computer Science from Korea Advanced Institute of Science and Technology and an MS from Massachusetts Institute of Technology. Mr. Park is an FRM charter holder and a member of the New York FRM Chapter. He is an avid participant of CrossFit Open.

CEO and Head Coach of Inflection Point Partners, Matt Spielman, draws upon decades of senior-executive operating experience at both public and Venture Capital-backed organizations. He now partners with high-performing executives and their teams to realize business and personal success. Matt’s mission is to ignite careers and energize lives.

Matt is an ICF Professional Certified Coach and he graduated from the Executive Coaching program at Columbia University. Matt was named one of the leading coaches by Institutional Investor and appears regularly Good Morning America to discuss his ACHIEVETM goal setting model.

Matt is a former nationally recognized collegiate baseball player. To incorporate fitness, health and well-being into the coaching practice, Matt trained at Duke Integrative Medicine and is a National Board Certified Health & Wellness Coach. Matt graduated from Harvard Business School and received his B.A. in Economics from Columbia University.

Matt lives with his wife and two sons in Westchester, NY.

Sandy Li (www.sandyliexec.com) began her career as an investment banker for Morgan Stanley in London, Hong Kong, and Houston across Financial Institutions Capital Markets, General Industrials Corporate Finance, and Energy Mergers and Acquisitions. After nearly a decade in executive search, she launched her own executive coaching and recruiting practice in 2014. She recruits and coaches Board and C-Suite level talent across investment management, financial services, global corporations, consulting, venture capital and social impact investing. Over her career she has personally coached over 40,000 executives globally. Sandy Li graduated summa cum laude from the Wharton School at the University of Pennsylvania. She has coached faculty at Columbia Business School and Stanford University and has been a guest presenter for Harvard, Stanford, Wharton, Brown, Columbia, Dartmouth, MIT, Northwestern, NYU, UCLA, and USC alumni and students.

Dave is CEO of Liucrative Endeavors. He was co-head of the Digital Media and Internet investment banking group at Jefferies and an entrepreneur who has started multiple companies. He has raised over $15 billion for hundreds of companies, and investor in multiple billion dollar companies. His current portfolio includes companies in technology and entertainment. He supports philanthropic causes for disadvantaged groups and serves as board member or advisor at the University of Pennsylvania, Tau Beta Pi, and Smile Train. He has an MBA from Harvard and dual degrees from The Wharton School and School of Engineering and Applied Science at the University of Pennsylvania. He’s a creator who enjoys writing books and drawing cartoons. He can be reached at www.liucrative.com.