Principal, Financial Services practice, Deloitte Consulting LLP

Adam Broun is a Principal in the Financial Services practice of Deloitte Consulting LLP. He leads the Investment Management, Hedge Fund and Private Equity consulting practice in the US. Adam has 20 years experience in technology, operations and strategy projects with some of our most significant clients. Other past experiences include leading the execution of major banking mergers, technology strategy development, financial systems implementations, architecture development and organization and operating model design for many other major institutions including Credit Suisse, JPMorgan Chase, Deutsche Bank, Barclays Capital, State Street, Dresdner Kleinwort Benson, Massachusetts Financial Services and Bear Stearns.

Anthony J. Busacca, Jr.

Managing Director, Alliance Bernstein

Mr. Busacca joined AllianceBernstein in May 2007 as Managing Director of Marketing Administration. Since February 2008, after consolidating several departments, he now oversees a group entitled Marketing Administration and Operations. This area of the firm is responsible for the delivery of all periodic and standardized marketing output: fact sheets, shareholder reporting, presentations and performance reporting among them. Tony's role will also include making processes and deliverables more scalable across the entire Marketing Department.

In October of 2006, Mr. Busacca founded Aqueren as a management consulting firm, specializing in the development of growth and distribution strategies for firms within the financial services industry. Engagements included the formation of distribution strategies for Separate Account Asset Management Companies, Technology Firms with applications that serve various constituencies within the asset management industry, and Online Media & Publication Companies that both service the financial services web market and also support the initiation, acquisition, and coordination of speakers, sponsors, and attendees for periodic Financial Industry Forums.

Prior to establishing Aqueren, Mr. Busacca was at Merrill Lynch for 25 years and most recently served as Managing Director at Merrill Lynch Investment Managers (MLIM), Chief Administrative Officer of its Global Propriety Private Client Business. During his tenure in Sales Administration, Mr. Busacca was instrumental in the establishment of a partnership between sales, technology, and E-business for the development, funding, and deployment of an Intergraded Sales, Marketing, and Relationship Tracking system (iSmart), which has increased the coordination and effectiveness of the sales organization. Previously, Mr. Busacca was First Vice President, National Sales Manager for the firm's Private Investors Division. In this role, he managed a national sales organization through an unprecedented five-year growth period in Separately Managed Accounts within a retail proprietary platform. He joined MLIM in 1995. He has held other positions at the firm, including management roles with Merrill Lynch Trust Company of America, Merrill Lynch National Financial and Merrill Lynch Realty.

Mr. Busacca earned a B.S. in Business Administration and Finance from Mercy College in New York City. Throughout his career, he has continued his education at The Wharton School of the University of Pennsylvania, New York University, and Long Island University. He earned a Six Sigma Executive Green Belt in 2002.

Mr. Busacca carries additional Financial Services and Asset Management Industry exposure by being a member of several customer advisory boards and associations.

Aron Miodownik

CEO, Cambrian Associates

Aron Miodownik leads a boutique advisory and consulting business called Cambrian Associates that serves CEOs, COOs, CIOs, VC and Private Equity firms operating in the intersection between the finance and technology sectors. Cambrian focuses on capital raising, business development, operational restructuring, due diligence and technology strategy for its clients.

Prior to starting Cambrian Associates, Aron was the COO of Merrill Lynch's Research Department from 2002-2005 where he implemented the NextGen technology platform (based on Microsoft technologies), launched the iQanalytics suite of products, and helped restructure the department and manage the regulatory risk programs.

Prior to his COO role, Aron held a number of senior roles at Merrill including: the Global Head of Technology Strategy & Business Development, the Head of Business Continuity, The Head of the Alternative Development Centers, the Head of BPO initiatives, the head of Quarterly Business Reviews and the CIO for Global Research.

Before joining Merrill Lynch, Aron was an Executive Director in UBS's Equities Division where he held a number of senior e-commerce, business development, operations risk and merger integrations roles.

Prior to his time at UBS, Aron spent 8 years with Accenture (formally Andersen Consulting) performing strategic business reviews, M&A planning, technology strategy and operational restructurings for clients in UK, South Africa, Russia, Ukraine, US, and Continental Europe.

Aron graduated from Durham University in 1987 with a degree in Engineering Science and Management.

Chandresh P. Iyer

Managing Director, Global Transaction Services, Citi

Chandresh Iyer is a Managing Director with Citi's Global Transaction Services. In this capacity, he manages the investment services products tailored towards mutual funds, hedge funds, pensions, banks and insurance companies. He is also the global product head for the Investment Administration Solutions (IAS) program targeted towards middle-office solutions for investor and intermediaries. He has over 15 years of experience in the financial services industry, and has been with Citi since 2000. Prior to joining Citi, he worked at Merrill Lynch and at Bearingpoint's (formerly KPMG consulting) in the Corporate Banking and Risk Management practice. Chandresh has an MBA from Carnegie-Mellon University and a Master's in Mechanical Engineering from the Ohio State University.

Charles Garcia

Director, Blackrock Solutions

Charles Garcia is a Director in BlackRocks Relationship Management Group focused on new business development. He is responsible for initiating new business at asset managers, insurance companies, hedge funds, and public and private pension funds. His development efforts are focused on Aladdin, the integrated enterprise investment system, and Green Package, a comprehensive suite of portfolio risk management reports.

Before joining BlackRock in 2006, he was Director of Sales for Thomson TradeWeb. He led the sales and development efforts for TradeCentral, a partnership formed by Thomson Financial and Linedata Services, a leading software developer of Trade Order Management applications.

He spent 14 years in a variety of sales and management positions at Bloomberg Financial Markets. His most recent position there was Strategic Marketing Manager for their global Straight Through Processing solutions. Previously he spent several years managing Bloombergs sales efforts in Latin America.

Mr. Garcia earned a BS degree in finance from Syracuse University.

David C. Jacobson

Consultant, Trusts and Estates, UBS

David C. Jacobson is an attorney with nearly two decades of experience in estate planning. Currently he is working with UBS as Trusts and Estates Consultant, exclusively working with ultra-high net worth clients and their advisors to help formulate appropriate planning strategies. Mr. Jacobson has rich experience in Private Wealth Management and prior to joining UBS; he worked with Deutsche Bank Trust Company's wealth planning group. He received his LL.M in taxation from Georgetown University Law Center. He is also a member of the New York City Bar Association's Gift and Estate Tax Committee, the New York State Bar Association's Estate Planning Committee and the American Bar Association. Mr. Jacobson lectures and writes regularly on estate planning topics.

Fabio Savoldelli

Chief Investment Officer, Optima Fund Management LLC

Mr. Savoldelli serves as Chief Investment Officer for Optima. Previously, Mr. Savoldelli was Managing Director & Chief Investment Officer at Merrill Lynch Investment Managers Alternative Strategies. At Merrill Lynch, Mr. Savoldelli chaired the Investment and Asset Committee and oversaw investments into hedge funds and managed futures funds, a position he held for over ten years. At Merrill, his group managed assets through commingled and customized hedge fund of fund vehicles. Prior to that, Mr. Savoldelli was CIO for the Americas at the Chase Manhattan Private Bank, where he was responsible for managers investing assets in international and domestic institutional, private client and ERISA funds. Previously, he was Deputy CIO & Head of Fixed Income and Foreign Exchange at Swiss Bank Corp. Mr. Savoldelli received a DBS from the London School of Economics and a BA in Economics from the University of Windsor in Canada. In addition, he spends a limited amount of time as a professor of finance teaching a course entitled Hedge Fund Selection and Investment at the Columbia Business School.

Gordon Latter

Head of Pension and Endowment Strategy, Merrill Lynch Global Securities Research & Economics Group

Gordon Latter is head of Pension and Endowment Strategy in the Merrill Lynch Global Securities Research & Economics Group.

Mr. Latter, who joined Merrill Lynch in 2000, provides thought leadership in the Pensions & Endowment space. With over 15 years of both national and international pension experience, Mr. Latter provides expertise in all types of retirement programs and has published several widely-cited research papers on the topic. He regularly holds client conference calls, regularly speaks at industry conferences and is a member of the Society of Actuaries Task Force on Financial Economics. Mr. Latter was one of four principal authors of the Pension Actuary's Guide to Financial Economics. Mr. Latter also serves on Merrill's Global Pension Oversight Committee where he provides risk management and strategic asset allocation advice.

Prior to joining Merrill Lynch, Mr. Latter worked at an actuarial consulting firm, Leong & Associates, Actuaries & Consultants Inc., where he served as a primary consultant for several medium and large pension clients. He was also involved in performing sophisticated forecasts and asset/liability modeling for a number of pension plans.

Mr. Latter is a Fellow of the Society of Actuaries and a Fellow of the Canadian Institute of Actuaries. He earned a Bachelor of Commerce degree with honors in Mathematics at the University of Manitoba.

Ileana van der Linde

Principal, Wealth Management Practice, Capgemini

Ileana is responsible for assisting Capgemini's Wealth Management clients meet the escalating demands to increase AUM, reduce operating costs, and improve advisor efficiency through the development and implementation of distinct and innovative growth programs. Ileana is one of Capgemini's thought leaders and is responsible for Capgemini's Family Balance Sheet/Client Reporting offer.

Ileana joins Capgemini following a near 10-year career at Citigroup, where she was most recently Director of Citigroup Private Bank as well as Business Manager of the Client Website, which was targeted to high net worth clients. In this role she held global responsibilities for the strategy and marketing of the website, as well as the implementation of major company-wide initiatives. She was also a member of Citigroup's Global Consumer division, heading up MyCiti.com, the first financial site to launch external aggregation, in 2000. Prior to joining Citigroup, Ileana was a Global Project Manager for Hewlett-Packard in Europe.

Ileana is a graduate of Georgetown University and earned her MBA from Columbia University.

Head Of Wealth Management Practice, Wipro

Kevin Menezes is the Practice Head of the Wealth Management practice at Wipro, bringing over 20 years of experience in financial services including Wealth Management, Asset Management, Capital Markets, Market Data with a strong focus on melding the business, technology and operational aspects.

During his time at Wipro, Kevin has been instrumental in achieving several multi-million dollar contracts, focusing on Wealth Management.

Prior to joining Wipro, Kevin was a Managing Director at Bear Stearns responsible for the Advisory Services technology strategy. Prior to Bear Stearns, Kevin was the 2nd Vice President at Lincoln Financial Advisors, where he charted and implemented the roadmap to propel the Lincoln platform to a truly competitive offering merging the advisory and the insurance business units.

Kevin has had prior experience at Merrill Lynch where he was Vice President of the Private Client TGA (Trusted Global Advisor) platform, implementing the Market Data strategy for a community of over 22,000 nationwide and subsequently was responsible for the entire platform for both the US and the International Private Client market.

Kevin has also led engagements at Reuters (designing an integrated wealth management offering) and at Lehman Brothers providing guidance on a Wealth Management Reporting project integrating Hedge Funds & Private Equity into the main stream reporting life cycle.

Kevin holds a B.Tech degree from the Indian Institute of Technology, Bombay.

He has also presented several times in the past his thought leadership/point of views on Wealth Management Market trends and issues.

Peter M. Keaveney

Managing Director BNY Mellon Asset Servicing, US Asset Services

Peter Keaveney represents The Bank of New York Mellon's Investment Operations Outsourcing in the Americas. In this role, he is responsible for sales to large tier investment management firms.

In his previous assignment, Peter was Head of Investment Management Outsourcing for the Middle-market platform of the heritage Bank of New York. He had overall responsibility for the business operations, relationship management and sales for mid-tier investment firms.

Mr. Keaveney has extensive technology experience through his past role as Head of Investment Accounting Systems Group at the Bank. In this capacity, he managed the core suite of systems that handled the Bank's institutional securities processing systems: Client Data Warehouse, Security Master Database, and Strategic Global Accounting.

Peter started his career at the Bank in the Master Trust Accounting Division managing accountants responsible for the monthly audits of U.S. and non-U.S. assets for Bank, Corporate, Public Funds, and Insurance clients.

Mr. Keaveney began his career at The Federal Home Loan Bank of New York in the Securities Operations area. He subsequently spent several years at Bankers Trust in Global Custody Administration.

Peter earned his BA degree in Economics from Lehigh University.

VP- Business Development (Financial Solutions), NIIT

Rajeev Sharma is the Vice President at NIIT Technologies, USA responsible for business development activities for the Banking, Financial Services and Insurance Vertical. Financial Solutions is NIIT's fledgling practice in the US as well as worldwide contributing more than 40% of the global revenues.

Rajeev has more than 14 years of sales & marketing experience selling financial solutions leveraging Global Delivery Model to number of Global 2000 clients in IT Services, Testing, Business Process Processing and Infra Managed Services.

He has Bachelors of Engg in Computer Science and MBA from Pune University, India.

Robert A. Weiss, CFA

Managing Director, The Advisor Institute, Alliance Bernstein

Mr. Weiss is Managing Director within The Advisor Institute at Alliance Bernstein and delivers consulting and training programs to financial advisors at our partner firms. Prior to this position, Mr. Weiss was Managing Director of Investment Planning and Analysis, whose mission is to conduct research, publish articles and train financial advisors and retail investors globally on issues related to wealth management. Additionally, Mr. Weiss was a key member of the Bernstein Wealth Management Group for six years, developing comprehensive financial solutions for high-net-worth clients. He has a total of 20 years of investment experience holding various senior positions at Prudential Securities, Citigroup and PaineWebber.

Mr. Weiss has been published and is a nationally featured speaker in the area of wealth management. As a result of his research he has been published for, and featured as keynote speaker about, his insights into concentrated single stock, derivatives, stock options, trust investment and distribution policy, advanced wealth transfer strategies, and pre-transaction planning. His expertise in these areas in addition to advanced asset allocation, stock options, and multi-generation and philanthropic planning make him a trusted advisor to some of the wealthiest families in the country. He was recently a featured speaker at the Heckerling Institute on Estate Planning, the Southern California Tax and Estate Planning Forum, and the Notre Dame Tax and Estate Planning Institute. He received his MBA from the University of Buffalo and is a Chartered Financial Analyst.

Partner, Regulatory & Capital Markets- New York Deloitte & Touche LLP

Scott has over 18 years of experience working with the Firm's largest domestic and international banking and securities clients. He leads our Integrated Compliance and Risk Management services within our Regulatory and Capital Markets Consulting Group. He has completed a variety of financial risk management consulting assignments for major banks, insurance companies, derivatives and securities dealers. Most recently Scott has lead a number of large projects related to the current credit environment in the area of enterprise risk management and structured credit products. These projects have focused on assessing and improving risk management functions, processes, methodologies and controls.

His assignments have spanned the range of risk management issues from policies, procedures, governance and infrastructure to methodology, quantitative techniques and systems. He has broad experience in derivatives valuation, fundamental credit risk management and measurement including policies and procedures and risk rating methodologies , trading and risk management systems, trading risk management internal controls as well as accounting policies and procedures.

He was a co-author for the chapter titled "Best Practices for Valuation of Financial Instruments" in the 2004 Group of Thirty study report, "Enhancing Public Confidence in Financial Reporting".

Scott is a Certified Public Accountant licensed in the state of New York, and a member of the AICPA, Risk Management Association and the Professional Risk Manager's International Association,. He has a B.A. in Economics from Gettysburg College and a M.B.A. in Finance from Columbia Business School.

Serge Troyanovsky

Director - Equities & Derivatives, BNP Paribas

Serge Troyanovsky has been with the Equities & Derivatives Group at BNP Paribas for 10 years. Serge specializes in the coverage of Retail Banks, Private Banks and Institutional Investors, with the main focus on Structured Products.

BNP Paribas is one of the world's ten largest banks, with assets of $1.9 trillion and 138,000 employees in 88 countries on six continents. An equity derivatives pioneer and industry leader, BNP Paribas engineers many of the most sophisticated equity and fund derivatives structured products in the market today.

BNP Paribas has been recognized for its leadership and innovation in equity derivatives and has won some of the most prestigious industry awards. The Bank was named the 'Equity Derivative House of the Year 2007' by Risk magazine and won 'Structurer of the Year, North America' in 2007 from Structured Products magazine.

Serge holds an MBA degree in Finance from NYU Stern School of Business, a Masters degree in Mathematics from Harvard University and a Bachelors degree in Mathematics (Magna Cum Laude) from SUNY at Stony Brook.

Principal-Asset Management & Head of Operations, HCL Poland

Siddhartha currently heads HCL Poland, where he is responsible for setting up Fund Accounting operations for a leading Fund Administrator/ Custodian, a client of HCL. Prior to heading HCL Poland, Siddhartha served as the Head of the Service Consulting Group in HCL Capital Market Operations. Earlier he established the Investment Management practice at HCL, with a focus on partnership with product companies across the Investment Management process. He has also consulted Investment Managers on strategic platform rollouts and offshoring of operations. Siddhartha has an experience in working with both the supply and the demand side of investment management outsourcing and has managed engagements with Fund Managers, Fund Administrators and technology product companies in the space across US, Europe and Asia-Pacific. Siddhartha holds an MBA degree from the S.P Jain institute of Management and a Mechanical Engineering degree from the National Institute of Technology- India.