Dave has over 30 years of experience managing risk across global markets. He is the founder and CIO of Convex Strategies, based in Singapore. Previously, he built and ran emerging markets trading at Fortress, RBS, Bankers Trust, and Bank of America. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.
Doug is the CEO and President of Dermody Properties, a firm that has developed and acquired $8B in industrial logistics assets (as of 6/30/24) since its founding in 1960. He provides insights on e-commerce and logistics, market trends, and potential risks in the industry.
Sophie is a partner at Collaborative Fund, a New York-based venture capital firm that invests in companies operating at the intersection of for-profit and for-good. She shares insights on the dual objectives of generating financial returns while making a positive impact, discusses their unique “villain test,” and explores the emerging opportunities in climate and sustainability investing.
Jeff is the Founder and CEO of Rialto Capital Management, a firm that oversees $21B in commercial real estate assets as of 6/30/24. With his extensive experience over 4 decades, Jeff offers valuable perspectives on both private real estate property and debt investments. He also shares his outlook for various real estate markets.
Tom is co-founder and head of research and portfolio management at StepStone, which focuses on private markets and manages over $150B (as of 6/30/24). Tom shares an overview and insights about the various segments within private markets: equity, credit, real estate, infrastructure and secondaries.
Jeffrey is Deputy CIO of DoubleLine Capital, which manages over $90B (as of 6/30/24). Jeffrey provides excellent insights into the big economic picture, the fixed income market, and investment outlook.
Matt is the CIO of Bitwise Asset Management, which pioneered the first crypto index fund in the world. Prior to Bitwise, Matt was the CEO of ETF.com. Matt shares his perspectives on the history of Bitcoin, risks of investing, outlook and much more.
George is the Chief Gold Strategist at State Street Global Advisors. Prior to his decade at State Street, he spent 15 years at the World Gold Council and has been working with gold for about 50 years. George shares insights about the history of gold, how it can serve as a portfolio diversifier and his gold market outlook.
