2018 Speaker Bios

 

Andrew Beasley
Head of Relationship Management & Business Development, Fidelity Investments, Funds Network

Session: The Future of Distribution

About Andrew:

Andrew Beasley is the head of relationship management and business development for Fidelity FundsNetwork, the industry’s largest open-architecture fund “supermarket” platform. With $1.5 trillion in assets (as of 12/31/16) held in 25,000+ third-party funds offered by 700 investment firms, FundsNetwork provides a comprehensive, high-integrity investment product offering to Fidelity’s clients. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 26 million individuals, institutions and financial intermediaries.

Since joining FundsNetwork in October 2017, Mr. Beasley is responsible for leading Fidelity’s relationship management and business development efforts with third-party investment firms who offer their products through Fidelity’s large and diverse distribution channels (across retirement, registered investment advisors, retail/direct, broker/dealers, banks, family offices, and charitable).



 

Hilary Bonaccorsi
Associate - Data Privacy and Cybersecurity, Dechert LLP

Session: Fraud Alert: Current Trends & Prevention Techniques

About Hilary:

Hilary Bonaccorsi focuses her practice on the asset management industry and advises U.S. registered investment companies and their investment advisers on a wide variety of regulatory, compliance and business matters.

Ms. Bonaccorsi is also a member of Dechert's Data Privacy and Cybersecurity Group, and her practice focuses on assisting financial institutions and other companies with their compliance obligations under the SEC's privacy regulations, as well as the privacy regulations of other federal and state regulators.

Prior to joining Dechert, Ms. Bonaccorsi served as a federal judicial intern to the Honorable Joseph N. Laplante, Chief Judge of the U.S. District Court for the District. 

 

Don Bonder
Vice President, Head of Internal Sales, American Century Investments

Session: Transforming Asset Management Organizations


About Don:

Don Bonder is Head of Internal Sales for American Century Investments in Kansas City, Missouri.  He is responsible for managing the Internal Sales Division covering Independent/Regional Broker/Dealer, Wirehouses, Registered Investment Advisors and Defined Contribution channels, in addition to the Sales Coordinators and Fund Analysts.


Prior to joining American Century in 2013, Don was a Vice President at Fidelity Financial Advisor Solutions (FFAS). Don was responsible for leading internal sales, covering the Wealth Advisor Group serving Registered Investment Advisors, Fidelity Investments Liquidity Management Services focusing on institutional clients, the Bank Trust channel, and Inbound sales.  He also focused on developing sales desk strategy for the client experience and career development initiatives. 


Don earned a Bachelors of Science Business Administration, with a dual major in Finance and Accounting, from Northeastern University.  Additionally, he has his Masters of Business Administration, with a concentration in Marketing, from Assumption College.  Don holds FINRA/NASD Series 7, 24, 51, 63 licenses and the CIMA designation.


 

Jill Camper 
Head of Data Consulting Practice, DST Systems, Inc.

Session: Data Analytics: The Value of Business Intelligence Reporting


About Jill: 

Jill is the Head of the Data Consulting Practice within DST (SS&C) . She works with clients to align business and IT teams around the best uses of data.  This includes how to get a handle on what data exists, what the quality of that data is, and how it should be stored to best utilize the information that data contains.  Her goal is to make using data easier and allow end-users to consume data in a meaningful manner.

She has 20 years of experience working in the mutual fund space working directly with asset management companies.  Her knowledge spans many areas of the organization including operations, IT, data design, sales, marketing, executive needs, and front-line support.  Jill has a bachelor’s degree in Psychology and a Masters of Business Administration.  She is also a Certified Data Management Professional, is the president of the Kansas City Data Management Association (DAMA), is a distinguished Toastmaster (DTM), teaches courses with the Data Warehouse Institute (TDWI) and speaks on data at several conferences and events each year.

 

 

Allen Cohen
Digital Officer and Head of Global Fund Services Product, BNY Mellon Asset Servicing

Session: Digitize Me: The Evolving Client Experience


About Allen:

Allen Cohen is the Digital Officer & Head of Global Fund Services Product for the Asset Servicing business.  He is leading the innovation of new technologies and execution of a pan asset servicing digital & data strategy across the client segments.  Additionally, Allen oversees the investment, capabilities and delivery of Fund Accounting, Middle Office and Transfer Agency solutions for our clients. Allen is a 30 year financial services subject matter expert who rejoined BNY Mellon in 2017 after serving four years with JP Morgan Chase as Managing Director & Chief Business Technologist within the Custody and Fund Services business. 

Before his move to JP Morgan Chase, Allen had spent the prior 13 years at BNY Mellon, most recently as Managing Director & Chief Information Officer, BNY Mellon Asset Management & International.  Allen holds a dual degree in Computer Science and Mathematical Economics from Oswego University.

 

 

Rhonda Cook
Chief Risk Officer, SEI Investments

Session: Protecting the Franchise: Managing Risk in the Global Economy


About Rhonda:

Rhonda K.R. Cook is currently the Chief Risk Officer (CRO) for SEI Investments. Over the course of her twenty year career at SEI, Rhonda has worked in a variety of client service, solution development, and risk management roles. Prior to becoming CRO, she designed and implemented a new Third Party Risk Management Program at SEI. Rhonda has also completed special projects in SEI’s Hong Kong and London offices, as well as a three year overseas assignment as SEI’s Unit Leader, India.

Rhonda has an M.B.A. from Northeastern University with a dual concentration in International Management and Innovation Entrepreneurship. Prior to joining SEI, Rhonda graduated from the United States Military Academy at West Point and served 9 years as a Military Intelligence Officer in the U.S. Army, with duty assignments in Europe, the Middle East, and Asia.

 

 

Antonio Crombie
Manager, Deloitte

Session: Protecting the Franchise: Managing Risk in the Global Economy

About Antonio:
Antonio is a leader in Deloitte & Touche LLP’s (“Deloitte”) Strategic Risk practice with over 15 years of experience in the financial services industry. Antonio specializes in providing strategic, regulatory and operational consulting services to global financial service institutions.

Prior to joining Deloitte, Antonio was a compliance officer at a global investment manager in Boston focusing on global regulatory implementation and compliance program management.


 

 

Joe DiVito
Principal, PwC

Session: Fraud Alert: Current Trends & Prevention Techniques


About Joe:

Joe is a principal in our Cybersecurity & Privacy practice. In his more than 28-year career at PwC in the United States and Japan, he has built a solid foundation of knowledge and experience in privacy, security, risk assurance, and regulatory compliance.

PwC’s Cybersecurity & Privacy practice assists organizations in the creation or enhancement of their data protection and privacy programs. Joe helps his clients understand and manage the risks related to the data they collect, store and use; implement or enhance reasonable safeguards; and provide independent attestation reporting, often required by regulators. Joe provides advice to Boards and senior client leadership and collaborates with them on designing strategies to create and improve sustainable data privacy protection and enterprise-wide risk prevention programs.

Joe is the Cybersecurity and Privacy Market Leader for the Northeast Market. He has lead numerous engagements for Fortune 1000 companies. His work consisted of identifying gaps in strategy, technology configurations and controls. Additionally his projects have included multiple work streams performing assessments of the aspects of the organization’s information security program. Additionally, Joe has led assessments as well as implementations using COBIT, ISO 27001/2, SOC2 & SOC3 trust principles and GAAP. Lastly, Joe has provided independent assessments of security and privacy programs for regulatory filings and organizations under regulatory body consent orders including the Office of Civil Rights and Federal Trade Commission.

Earning his Juris Doctor, M.B.A and B.S.B.A. in Finance and Management Information Systems from Duquesne University, Joe is a member of the Pennsylvania and American Bar Associations, the International Association of Privacy Professionals and the Information Systems Audit and Control Association. He is a Certified Information Privacy Professional (CIPP/US), a Certified Information Privacy Manager (CIPM) and a Certified Information Systems Auditor (CISA).

 

 

Michael Keenan
President, MFS Fund Distributors, Inc.

Session: The Future of Distribution


About Michael:

Michael Keenan is president of MFS Fund Distributors, Inc., the registered broker/dealer subsidiary for MFS Investment Management® (MFS®). He also serves as a senior managing director, National Accounts, where his responsibilities include overseeing client relationships with MFS Fund Distributors. And he serves on various MFS committees, including the Strategic Alliance, Diversity and MFD Management committees.


Mike joined MFS in 2000, working with insurance company relationships. His responsibilities included sales, marketing and subadvised efforts with these clients, and in 2008, he assumed responsibility for the National Accounts group. Prior to joining the firm, he held a number of sales positions at both Putnam Investments, where he worked within the 401(k) sales organization, and Citizens Funds, where he went on to run all retail and institutional retirement efforts.


Mike is a graduate of the University of New Hampshire.

 

 

Dr. David Kelly, CFA
Chief Global Strategist and Head of Global Market Insights Strategy Team, J.P. Morgan Asset Management

Session: Capital Markets Masterclass


About David:

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

David’s research focuses on investment implications of an evolving economic environment. He has written extensively on all aspects of the U.S. economy and his proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He currently sits on JP Morgan Fund’s operating committee.

Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.
Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.

David is a CFA® charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.

 

 

Lee Kowarski
Vice President, DST Systems, Inc.

Session: The Future of Distribution


About Lee:

Lee oversees DST’s Distribution Solutions products and services, including data management (SalesConnect), analytics (WalletShare and Advisor Practice Analysis), research, and consulting.  Lee’s team is focused on helping asset and wealth managers find opportunity amongst disruption.  Lee is a trusted advisor to senior executives in the industry, helping them prepare their distribution, marketing, and product strategy for the future. He is a frequent speaker at both industry conferences and client events, where firms frequently engage Lee to address their senior management team or Board about topics ranging from macro-level distribution and marketing trends to wholesaler compensation to the needs of financial intermediaries.

 

Lee is regularly quoted in the press and is involved in numerous industry associations.  Through the kasina Youth Foundation for Financial Literacy, of which he serves as President, Lee has become active with W!SE and other non-profit organizations that provide financial literacy education to high school and college students. Lee also supports other organizations, including serving as a member of the Programming Committee for the James Beard Foundation (which celebrates America’s culinary heritage and diversity) and the Advisory Board of ReThink Food NYC (which is focused on ending food waste).

 

 

Olivier Portenseigne
Managing Director & Chief Commercial Officer, Fundsquare

Session: Breaking Down Blockchain


About Olivier:

Olivier is Managing Director and directly responsible for the business & product development of Fundsquare, the Fund Market Infrastructure 100% owned by the Luxembourg Stock Exchange, since the 1st of February 2013.

Olivier has 20 years’ experience in the fund industry and he previously held various senior management positions at RBC Investor & Treasury Services where he was successively responsible for the setup and development of the distribution support platform, Head of Shareholder Services in Luxembourg and finally Global Head of Product Management for Shareholder Services and Distribution Support.

Olivier is currently leading the FundsDLT initiative aiming at delivering a market infrastructure based on blockchain in order to facilitate fund distribution operational activities.


 

Rachel Schnoll
Managing Director, Head of U.S. Product Strategy, Goldman Sachs Asset Management

Session: Threats and Opportunities Facing the 40-Act Fund


About Rachel:

Rachel Schnoll is head of Retail Product Strategy for Goldman Sachs Asset Management’s  (GSAM) Americas Client Business. The retail group offers GSAM’s investment products and services primarily to financial intermediaries, who provide advice to retail investors. Rachel leads a team responsible for the development and ongoing product strategy of mutual funds, collective trusts and closed-end funds.

Rachel serves on the Firmwide Structured Investment Products Committee and is an officer of the Goldman Sachs Trust. Earlier in her career, she was responsible for communicating GSAM’s fixed income, asset allocation and real estate strategies to third party clients. Rachel first joined Goldman Sachs as a summer associate in 1998 and returned as a full-time associate in 1999. She was named a managing director in 2013.  Rachel is active in the mutual fund industry serving as a member of the ICI Research Committee and on the Product Council of the Mutual Fund Education Alliance (MFEA). 

Rachel earned a BA in Politics from Brandeis University and an MBA from the Kellogg Graduate School of Management at Northwestern University

 

 

Samantha Swift
Chief Risk Officer, Foreside Financial Group, LLC

Session: Protecting the Franchise: Managing Risk in the Global Economy


About Samantha:

Ms. Swift is responsible for enterprise risk management and corporate compliance at Foreside, including the oversight of information security, business continuity, code of ethics, and foreign corrupt practices and bribery. Prior to joining Foreside in 2009, Ms. Swift worked in the business and securities law group of a Portland, Maine law firm. She also supervised the legal department for a division of the Florida Department of Revenue-Child Support Enforcement.

Ms. Swift currently serves as a governing body member of the Boston CISO Coalition organized by Evanta, a Gartner Company.


 

Andras Teleki
Chief Legal Officer & Head of Compliance, M3Sixty Administration, LLC

Session: Fraud Alert: Current Trends & Prevention Techniques


About Andras:

András Teleki is the Chief Legal Officer and Head of Compliance for M3Sixty Administration, LLC and oversees internal and external firm legal and compliance matters. He also serves as the managing member of the Teleki AML and Cybersecurity Law Firm based in Washington, DC. András Teleki received his Juris Doctorate from Tulane Law School in 1998 and is admitted to practice in New York and the District of Columbia. He is a frequent speaker on topics impacting the investment management industry. He may be reached at Andras.Teleki@M3Sixty.net or 202-425-1004.

Prior to joining M3Sixty and founding the Teleki AML and Cybersecurity Law Firm, Mr. Teleki was a partner at the Washington, DC office of the law firm of K&L Gates where he was a member of the Investment Management Group from 2001 to 2015. His practice focused on regulatory and compliance issues facing registered investment companies, including mutual funds and closed-end funds, broker-dealers, investment advisers, unregistered funds, variable insurance product issuers and distributors, and related service providers. He also advised insurance companies on variable insurance and other registered products and financial institutions on anti-money laundering, OFAC, cybersecurity, privacy, social media and financial technology issues. Mr. Teleki also has experience conducting internal investigations and working on regulatory enforcement matters before the SEC and FINRA.


 

Chris Thompson
Partner, PwC

Session: Breaking Down Blockchain


About Chris:

Chris primarily serves clients in the financial services and healthcare payor industries providing operational and technology risk and internal control services.   His recent focus has been in helping clients in fast paced technology environments control risks related to blockchain, cloud, crytpocurrencies & Agile/Dev Ops.   

 

Chris has led PwC's Northeast Risk Assurance & US Financial Services Third Party Assurance practices.  These practices provide independent trust and transparency (e.g., SOC 1 & 2 reporting), internal audit, cyber security, data analytics & enterprise systems risk & controls services.   He has been responsible for leading global client teams and has lived and worked in the United States and in Europe.  Chris is a Certified Public Accountant (CPA) and Certified Information Systems Auditor (CISA).

 

 

 

Leslie Walstrom

Vice President - Head of U.S. Marketing, Columbia Threadneedle Investments

Session: Transforming Asset Management Organizations


About Leslie:

Leslie Walstrom is vice president, head of U.S. marketing for Columbia Threadneedle Investments.* In her role, she is responsible for developing and implementing marketing strategy to drive awareness of the Columbia Threadneedle brand and our investment management capabilities with financial intermediaries and investors in the
United States. Before joining the company, Ms. Walstrom was a senior vice president at Natixis Global Asset Management.

At Natixis, she led the development of marketing strategy for U.S. sales channels and managed the firm’s internal agency, which supported creative and eBusiness initiatives for more than 15 countries. Before joining Natixis, Ms. Walstrom led the eBusiness and marketing functions for RiverSource Investments— a Columbia Threadneedle legacy firm. Prior to this role, she held a variety of positions within American Express Financial Advisors (now Ameriprise Financial). She has been a member of the investment community since 1989.

Ms. Walstrom received a B.A. in human resources management and an MBA in business communications from the University of St. Thomas.