Harvard Club of Fairfield County

Event Overview: Asset management is a highly unusual and somewhat baffling industry.  Asset management also shows the traditional earmarks of an industry ripe for disruption — most obviously, unhappy customers and extremely profitable incumbents.  Despite this, it’s hard to think of many industry-shattering examples of disruption to asset management in the classic, Prof. Clay Christensen sense.  However some early disruptors to the old model include: index funds, ETFs, crowdfunding, discount/online brokerage, on-line wealth management, on-line back office management, automated risk and compliance management, principal-protected investments, and expert network investment research.   Our panel of experts will identify additional opportunities to disrupt the investing industry and what the future may hold.  

 

Expert Panelists Include:

• Peter Borish, Chief Strategist at  Quad Capital
• Gregory DePetris, Co-Founder of  Quadriserv
• Thomas Reichert, Chairman, North America, The Boston Consulting Group
• Katina Stefanova (HBS ‘05) – Moderator, formerly a Senior Executive at Bridgewater Associates
• David Teten (HBS ‘98) , Partner at ff Venture Capital
• Greg Ugwi, Co-Founder of Thinknum

Date:  Thursday September 18th

Time:  6:00pm - 8:00pm 

Location: Burning Tree Country Club, 190 Perkins Road Greenwich

Cost: $30.00 per person (includes appetizers and drinks)

RSVP:  Registration is being handled by the HBS Club of CT and you will need to register on their site (as a guest for non-HBS alumni) to buy tickets.  Click HERE to sign up. Advanced reservations are required. 

 

Panelist Biographies:

 

Peter Borish is a notable and accomplished investor and trader. He is chief strategist of Quad Capital and its affiliated companies. In his role Borish is highly engaged in recruiting new talent for Quad and working with the founding partners on business strategy. In addition, he is instrumental in helping traders develop a methodology to enhance their performance by serving as a trading coach. Previously, he founded and was Chairman, and CEO of Computer Trading Corporation (CTC), an investor/advisor to the board of directors of Quadriserv. He is a founding investor and member of the board of directors of Charitybuzz.

Borish formerly worked at the Federal Reserve Bank of New York, was founding partner and second-in-command at Tudor Investment Corporation, was Chairman of OneChicago, LLC, was Chairman of the Foundation for the Study of Cycles, and was CEO of Touradji Capital Management.  He is also a founding board member of both the Robin Hood Foundation and Math for America.

 

Greg DePetris is Quadriserv's co-Founder and has played a leading role in guiding the Company from start-up to an emerging leader in bringing marketplace efficiency and innovation to the securities lending industry. Most notably, Greg has been responsible for the overall strategic direction of the Company and has served as the chief liaison between the Company and federal regulators, financial exchanges, institutional clients, and the academic community. In addition, Greg has played a key role in the Company's successful equity and debt financings from institutions such as Bank of America Merrill Lynch, Citi Global Markets, Interactive Brokers, International Securities Exchange (ISE), Renaissance Technologies, Susquehanna Investment Group, Bessemer Venture Partners, and SunGard.

Greg began his career as a commodities floor broker and proprietary trader. He co-founded Intrade (www.intrade.com), the world's largest prediction market, and PDQ ATS (www.pdqats.com), a company designed to democratize modern-day trading through the creation of a confidential, high-speed electronic crowd. Greg is an advisor to a number of early stage companies and investment firms, currently serves on the boards of PDQ Enterprises, LLC, Binary Event Network, Inc., SearchForce, Inc., and Sedgwick & Cedar, Inc. He is also a frequent speaker on capital markets issues.

 

Thomas Reichert has more than 20 years of strategy consulting experience with BCG in various roles including head of IT and Operations.  He has previously worked in Germany, the UK, Australia and Asia.

 His client experience includes:

• Led integration of IT organizations (staff, applications and infrastructure) of  several financial services company mergers
• Leading a major outsourcing program of middle and back office processes of a very large hedge fund
• Developed the payments strategy and detailed design of opportunities for a large North American financial institution
• Reviewed the payments IT architecture for several financial institutions in North America, Europe, Asia Pacific
• Set up Lean six sigma programs with several financial services institutions in North America and Europe
• Program managed the development and roll-out of a global risk management approach (business processes and systems) for a leading European bank
• Developed the mobile payment strategy for a large North American financial institution

Prior to BCG, Tom was CIO and Executive Committee Member at Bankers Trust Australia/NZ and Executive Committee Member.Tom holds an MBA from Indiana University and a PhD in economics from the University of Bayreuth, Germany

 

Katina Stefanova is a financial services veteran with 19 years of international experience in the financial and technology industries leading fast growth organizations. From 2005 to 2014, she served as a Senior Executive and Management Committee Advisor at  Bridgewater Associates during the company’s rapid expansion into the largest and one of the top performing money managers in the financial industry.  Katina  oversaw and built out Bridgewater’s critical areas to enable the company's growth including Operations, Technology, Fund Compliance and Legal,  HR and Talent Management, Client Service Reporting, Risk Reporting and Metrics. During her tenure, Bridgewater grew from $15 billion to $150 billion assets under management and from 200 to 1400 employees. Prior to that Katina has held leadership positions at IBM and Arthur Andersen in the US and Europe.

Katina is an angel investor and advisory board member for a number of  start ups.  Katina Stefanova graduated summa cum laude with a BA in International Relations from Brigham Young University and received an MBA from Harvard Business School. 

 

David Teten (teten.com) is a serial entrepreneur and Partner with ff Venture Capital (ffvc.com).  ff VC has made over 200 investments in over 70 companies since 1999.   He is also Founder and Chairman Emeritus of Harvard Business School Alumni Angels of Greater New York, the second-largest angel network in New York.  David has advised clients such as Goldman Sachs Special Situations Group, Icahn Enterprises, LLR Partners ($1.4b fund), Birch Hill Equity Partners (C$2B fund), and other institutional investors.  David led the first study of best practices of venture capital and private equity funds in originating new investments and the first-ever study of VCs in creating portfolio company value.  He is a published author and frequent keynote speaker.  David holds an undergraduate degree from Yale University and an MBA from Harvard Business School

 

 

Sponsors for this event:

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