Ashraf Rizvi

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Chief Executive Officer & Founder, Gilded

As CEO and Founder, Ashraf is responsible for the strategic direction and day to day running of Gilded. He has over 20 years of executive experience as Founder, Managing Partner and Global Business Head. Prior to founding Gilded, Ashraf was the Co-Founder and Managing Partner of SummerHaven Investment Management, a commodities management firm overseeing nearly $2 billion in assets for retail and institutional clients including endowments, foundations, and family offices. For over 13 years, Ashraf was a senior leader at UBS holding a variety of roles in New York and London including Global Head of Commodities Trading, Global Head of Metals, Global Head of Emerging Markets FX and Global Head of Credit Repo. Previously, he was Head of FX Options Trading in New York for Credit Suisse. And prior to this, he was a Senior Trader at Susquehanna Investment Group. Ashraf earned a Bachelor of Science in Economics from The Wharton School. He also served for more than 15 years on the Undergraduate Board and the Europe, Middle East and Africa Board at The Wharton School.

Matt Ober

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Managing Director & Chief Data Scientist, Third Point

Matt Ober is the Managing Director & Chief Data Scientist at Third Point LLC. His focus is on leveraging data and technology to enhance the fundamental investment processes across equity, credit, and venture capital investments. Before joining Third Point, Mr. Ober spent over 5 years at WorldQuant LLC where he was the Head of Data Strategy. Prior to WorldQuant LLC, he worked at Bloomberg on the Analytics team. Mr. Ober is a CAIA (Chartered Alternative Investment Association) holder and earned his B.S. in Finance at California State University Chico, where he is currently a member of the University Foundation Board of Governors.

Kevin O'Leary

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Chairman, O’Leary Ventures

Kevin O’Leary was born in Montreal, Canada on July 9th, 1954. As the son of a United Nations ILO official, he had the opportunity to live and be educated in Cambodia, Cyprus, Tunisia, Ethiopia, France and Switzerland.

Kevin attended the University of Waterloo in Ontario, Canada where in 1977 he received an Honors bachelor’s degree in environmental studies and Psychology. He attended the University of Western Ontario where he received his MBA in 1980.

After working briefly as an assistant product manager at Nabisco Brands, he left to pursue a career in television production and became a founding partner in Special Event Television, an independent production company that produced original sports programming such as “The Original Six”, “Don Cherry’s Grapevine” and “Bobby Orr and the Hockey Legends”.

Kevin co-founded SoftKey Software Products in Toronto, Canada in 1986. SoftKey was the first software company to apply the principles of consumer goods marketing to the software industry. SoftKey grew quickly as the price of personal computers declined and millions of North American families began to buy software for family education and entertainment.

In January of 1994, SoftKey became a catalyst of consolidation in the software industry, raising over $ 1 billion in a series of debt and equity financings and completing the first trans-border three-way pooling, merging with Spinnaker Software and WordStar International. As a result of this merger the company moved its headquarters to Boston, Massachusetts. In late 1995, SoftKey acquired Compton’s New Media and The Learning Company. In early 1996, SoftKey completed the acquisition of the Minnesota Educational Computer Company. In late 1997 and early 1998, the company acquired three more of its competitors, Creative Wonders, Mindscape and Broderbund making SoftKey the world leader in the development of educational, reference and home productivity software and the world’s second largest consumer software company with annual sales over $800 million, two thousand employees and subsidiaries in 15 countries.

In 1996 SoftKey changed its name to The Learning Company. In early May 1999, The Mattel Toy Company acquired The Learning Company for $4.2 billion.

In 2003 he became co-investor and a director in Storage Now, a leading developer of climate-controlled storage facilities. Through a series of development projects and acquisitions, Storage Now became one of Canada’s largest owner/operator of storage services with facilities located in eleven cities serving such companies as Merck and Pfizer when it was acquired by the In Storage REIT in March 2007 for $110 million.

In July of 2007 Kevin became a founding investor and Director of Stream Global Services Inc., focused on the growing outsourcing business services market.

Kevin O’Leary is the Chairman of O’Leary Funds the Manager of the publically traded family of O’Leary Global Equity and Income Funds. He also serves on the board of The Richard Ivey School of Business at the University of Western Ontario. He is a member of Boston’s 107 year old Hamilton Trust. Kevin O’Leary is a contributing columnist to CTV, BNN and the Bell Media Radio Network. He is a contributor to CNBC, ABC News and Good Morning America and an entrepreneur/investor co-host for the Discovery Channels Project Earth series that explores innovative ways man could reverse global warming implementing large scale geo-engineering infrastructure projects. He is also an investor/host of ABC Television’s Emmy Award winning venture capital reality program “Shark Tank” produced my Mark Burnet/Sony/ABC.

Kevin O’Leary is an active photographer, guitarist and author of three number #1 best selling books “Cold Hard Truth”, “Men, Women and Money” and “Family Kids and Money”.

Anna Mason

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Partner, Rise of the Rest Seed Fund, Revolution

Anna Mason is a Managing Partner on Revolution’s Rise of the Rest Seed Fund, where she has led more than 50 investments. She currently serves on the board of AppHarvest (AgTech; Eastern Kentucky; NASDAQ:APPH), is a board observer for Kenzie Academy (Future of Work; Indianapolis, IN) Dispatch (Logistics; Minneapolis, MN), and Collective Retreats (Hospitality; Denver, CO). Anna also leads the strategy for the Rise of the Rest Platform, which is anchored by the firm’s Rise of the Rest Road Trip, and has been covered widely in the media including by 60 Minutes and The New York Times. She has more than fifteen years of experience in finance, startup operations, and venture community programming.

Prior to joining Revolution, she co-founded a fitness-community startup called BurnThis (acquired by Beachbody) and co-led The Vinetta Project DC, an organization supporting early- stage female founders in tech. She began her career on Wall Street, as a distressed bond and post-reorg private equity trader, most recently as a Vice President at The Seaport Group. Anna received her BA in Government from Harvard College and her MBA from the NYU Stern School of Business. She was named to Fortune’s 40 Under 40 in 2020, Business Insider’s list of 100 People Transforming Business in 2019 and a Washingtonian Tech Titan in 2017 and 2018. She is a proud Washington, DC-transplant and has visited more than 40 startup communities across the country.

Thomas J. Lee, CFA

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Managing Partner & Co-Founder, FundStrat

Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served most recently as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services.

Heidi Lanford

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Chief Data Officer, The Fitch Group

Heidi is the Chief Data Officer for Fitch Group. In this role, she is responsible for partnering with the business to transform the way Fitch leverages data across the enterprise to enhance current products, internal applications, and exploit the value of data for new product development. This important initiative is intended to help continue to modernize data collection, platforms, governance, technology and processes. Heidi’s mission is to build a data organization that benefits every Fitch Group business.

Heidi joined Fitch from Red Hat (an IBM company), where she was Vice President of Enterprise Data & Analytics, responsible for building their data and analytics ecosystem, establishing data governance, developing an insights-driven organization and a implementing a global data literacy program. She served as the executive sponsor for Red Hat’s Women in Technology D&I program. Formerly, Heidi has held executive-level positions with Avaya and WPP. She holds a BA in Mathematics and Statistics from the University of Virginia, where she sits on the board of their School of Data Science. Heidi also serves as a Scout for HearstLab, where she advises teams of early stage, women-led startups. She has been a keynote speaker and guest lecturer on topics regarding data culture and literacy, applied analytics/data science and women in STEM. Heidi will be based in New York.

Zoe Weinberg

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Fellow, Schmidt Futures

Zoe Weinberg is a Fellow at Schmidt Futures where she leads ex/ante, a tech design lab incubating technology to advance free & open societies. She previously supported the Reimagine New York Commission, helping New York State to build back. better from COVID-19.

Prior to Schmidt Futures, Zoe worked on ethics and policy at the National Security Commission on Artificial Intelligence and at Google AI. Previously she focused on fragile and conflict-affected states, working on the emergency response in Mosul, Iraq during the counter-ISIL operation in 2017, and at the World Bank (IFC) in over a dozen countries, including Somalia, South Sudan, and Liberia. Prior to the World Bank, she worked in Goldman Sachs’s alternative investment group. Her research and writing on national security law & policy has been published in the New York Times and Foreign Affairs, among other publications. She is co-host of the podcast Next in Foreign Policy.

Zoe earned her B.A. from Harvard University, a J.D. from Yale Law School, and an M.B.A from Stanford’s Graduate School of Business, where she was a Knight Hennessy Scholar.

Megan Starr

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Global Head of Impact, The Carlyle Group

Megan Starr is the Global Head of Impact for The Carlyle Group. She is based in New York. In her role, Ms. Starr works to design and execute Carlyle’s cohesive, long-term impact strategy. She also oversees the dedicated ESG team, which leads the firm’s investment diligence and portfolio company engagement work on material ESG issues.

Prior to joining Carlyle, Ms. Starr was within Goldman Sachs’ Investment Management Division, where she helped build the ESG and impact investing business. Previously, Ms. Starr served in roles at The JPB Foundation, a $3.8B private family foundation based in New York City.

Ms. Starr received an M.B.A. and a Certificate in Public Management and Social Innovation from Stanford University’s Graduate School of Business, where she was an Arbuckle Leadership Fellow, and an A.B. in Environmental Science and Public Policy from Harvard College, where she graduated magna cum laude with highest honors in field of concentration.

Andrew Smith Lewis

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Chief Innovation Officer, CAIS

Andrew Smith Lewis is the Chief Innovation Officer at CAIS and joined with the mission to transform financial education. Andrew’s expertise lies at the intersection of artificial intelligence, brain science and data-driven systems that accelerate performance. In 2019, he launched CAIS IQ, the state-of-the-art learning platform, powered by AI, that connects industry experts directly with financial advisors in an interactive community to help financial advisors master alternative investments.

Andrew is one of the founding members and original co-inventors of Cerego – an AI-driven human intelligence platform that enables anyone to learn anything. He wrote his first book in Japanese “Learn Faster, Remember Longer” and he co-authored “Social Learning Revolution” in 2008. His passion for research stretches back to his high school days at Bronx Science, and inspired him to start three education and technology companies in Tokyo, where he lived for nearly 25 years. He is a sort after key-note speaker at top industry events such as Schwab Impact, T3, SXSW, EDUCAUSE, ASU/GSV, Transforming EDU/CES, Army Medical Symposium and Exposition, US Army TRADOC Mad Scientist, and EdTech Europe.

Steven Saltzstein

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Chief Executive Officer, FORCE Family Office

Steven Saltzstein has a 25 + year career working with family offices. He has sourced, structured, negotiated and closed several billion dollars in transactions. Mr. Saltzstein has worked in such industries as healthcare, technology, impact, alternative energy, oil and gas, cannabis and mining. Mr. Saltzstein is an industry leader in creating co-investment relationships among family offices. As CEO of FORCE Family Office he has built an organization that serves the largest network of investment seeking family offices in the U.S.

Rosemary Sagar, CFA

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Chief Investment Officer, Kingdon Foundation

Since early 2005, Rosemary has managed the investments of the Kingdon Foundation and charitable trusts for Mark Kingdon, founder and principal of Kingdon Capital Management LLC, a hedge fund established in 1983. She invests in hedge funds, PE funds, late stage VC funds, secondary funds, other non-traditional strategies, as well as private direct deals and co-investments. She sits on numerous LP Advisory Committees of PE structured funds and is a member of the NY Committee of Human Rights Watch.

As part of the family legacy established by her late father Dr. Vidya Sagar, Rosemary is a member of the Executive Committee of the IP law firm Remfry & Sagar (www.remfry.com) founded in 1827, leading in India and among the oldest worldwide. She is Chair of The Sagar School (www.thesagarschool.org), a co-educational boarding school in Rajasthan, with an extensive social outreach program educating village women in literacy and vocational skills.

Rosemary was Managing Director and Head of Global Investments at US Trust from 1996 to 2004, where she and her team managed $1.6bn in mutual funds, common trust funds, and separate accounts. She chaired the Global Investment Committee and was a member of the Excelsior Venture Partners III, LLC Investment Committee.

From 1990 to 1996, Rosemary was SVP, International Equities at GE Investments in Stamford, CT, and was responsible for managing $1.8bn for GE pension fund, NYCERS, NYC Teachers and NYC Police. She was also Chair of GE (UK) Common Investment Fund (GE’s largest pension fund outside of North America) and a board member of the GE Netherlands Pension Fund. Previously, Rosemary was Associate Director of European Research at Baring Securities, VP International Research at Drexel Burnham Lambert and the first international analyst hired at Morgan Stanley, reporting to Barton Biggs.

Rosemary was a Trustee and Co-Chair of the Investment Committee of Rumsey Hall School in Washington Depot, CT from 2015 to 2019. She was a member of the International Advisory Board of NYSE Euronext and its predecessor the Paris Bourse for 15 years from 1995 to 2010, and also served on the Advisory Boards of Comex and the Polish Private Equity Fund. She received her MBA from Columbia University, where she was a student of Jim Rogers in Securities Analysis. She obtained a BS from Boston University (summa cum laude, Beta Gamma Sigma) and a ‘degré superieur’, (mention “bien”) from the Sorbonne.

Dan Roberts

Editor-in-Chief, Decrypt

Dan is the Editor-in-Chief of Decrypt. He has covered cryptocurrency since 2011. He spent five years at Fortune and five years at Yahoo Finance, and has written for a wide range of other publications including Sports Illustrated, TIME, Vice, The Wall Street Journal, The Guardian, The Paris Review, and Deadspin. He is the co-author of the 2013 book "Zoom: How to Supercharge Your Career.

Carter Reum

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Partner & Co-Founder, M13

Carter Reum is a Partner and Co-Founder of M13, a venture capital platform that invests in and incubates cutting edge consumer technology businesses. M13 now has two top decile funds and recently launched a $400MM Fund III - M13 now has AUM of over $750MM and is currently launching its 10th incubated business. Founded in 2016 with offices in Los Angeles and New York, our investment strategy leverages the M13 Propulsion Platform - a combination of a world-class operating team around brand, product, distribution, acquisition and operations, and a tech-enabled platform of resources and best practices aimed at giving the companies we invest in unfair advantages and the ability to make better day-to-day decisions

Having seeded 7 unicorns, M13’s portfolio includes, Ring, Daily Harvest, FabFitFun, Pinterest, Rothy’s, Lyft, Capsule, Shef, Thrive Market, Cue, and many others. M13 has incubated independent businesses and also in partnership with both P&G and PepsiCo.

Prior to M13, following careers at Goldman Sachs as investment bankers, Carter and his brother Courtney established VEEV Spirits with the goal of creating “a better way to drink.” An early leader in sustainability and wellness, VEEV Spirits became one of the fastest-growing independent brands in the country before its sale in 2016.

In 2019, Carter and Courtney were appointed the first-ever Executives in Residence for the City of Los Angeles, created in an effort to merge the arts and entertainment industries with traditional consumer product industries. As part of the initiative, Los Angeles Mayor Eric Garcetti hand-selected Carter to work on the City’s branding initiatives and partner engagements. Carter is a member of the LACMA Board of Trustees and serves on the digital advisory board of The Metropolitan Museum of Art.

Carter holds a B.A. with distinction from Columbia University and is an alumnus of Harvard Business School. Carter and his brother are the authors of the national bestseller Shortcut Your Startup (Simon & Schuster) that shares business insights to empower the next generation of entrepreneurs.

Nicholas Millikan, CFA, CAIA

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Managing Director, CAIS IQ, CAIS

Nic brings over 17 years of experience in the financial services industry, having previously worked at firms including BlackRock and Salient. As Managing Director of CAIS IQ, he is responsible for developing investment intelligence and insights to help drive industry-wide education on alternatives. Nic received his Bachelor’s degree from Deakin University and his Master’s degree from FINSIA, both located in Australia. Nic also holds both the CFA and CAIA charters.

Chetan Mehta

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Chief Executive Officer, WAMI Capital

Chetan Mehta is CEO of WAMI Capital, Single Family office of the Transworld group and currently based in Dubai. At WAMI, besides managing a global portfolio of different asset classes, Chetan is particularly focused on building an alternate investment portfolio of venture / startups and digital assets. Till date, he has invested in around 35 startups across India, Israel and US. Chetan is also an angel investor himself with investments in 20+ start ups and mentors aspiring entrepreneurs.

For Wami, Chetan formulates the investment strategy to maximize the investment returns within acceptable levels of risk through a diversified portfolio and also performs various investment activities, including portfolio review and risk management. He has been instrumental in institutionalizing the family office by designing the governance framework, investment policy and strategic asset allocation framework.

Chetan has two decades of advisory and consulting experience, of which 11 years were with EY. He has advised MNCs on restructuring of cross border operations, M&As, IPO planning as well as providing strategic approach to complex issues. At Transworld, Chetan also heads the Business Strategy for the group. Prior to joining Transworld, Chetan has worked in Mumbai, London and Dubai in various advisory roles.

Janet LeVaux

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Editor-in-Chief, ThinkAdvisor

Janet Levaux, MA/MBA, is Editor in Chief of the ALM Media’s Investment Advisor Group, which includes ThinkAdvisor.com and Investment Advisor magazine. She has covered the financial markets since 1991 and financial advisors since 2005. In 2020, she won a Neal Award for best news coverage.

Earlier, Levaux worked for the Bay Area News Group (2001-2005) as a community news editor and for Investor’s Business Daily (1995-2000), where she wrote about the financial markets, as well as top-performing companies and executives. During the Asian Financial Crisis, she received two East West Center media fellowships to interview political and business leaders in China, Hong Kong, Singapore and Taiwan.

Before joining Investor’s Business Daily, Levaux lived in Osaka, Japan, and wrote for the International Herald Tribune, Japan Times, American Chamber of Commerce in Japan and other publications. This included coverage of the Osaka and Tokyo stock and futures exchanges.

She has an MBA from St. Mary’s College of California, an MA in international relations from the Johns Hopkins School of Advanced International Studies (SAIS) and a BA from Yale University. Also, Levaux lived in Venezuela for one year as a Rotary Club International Scholar.

Todd Lemkin

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Chief Investment Officer, Canyon Partners

Mr. Lemkin is the Chief Investment Officer of Canyon Partners, LLC. Mr. Lemkin directs and manages the efforts of Canyon Partners’ portfolio team to develop, analyze, and implement investment ideas across the firm’s global platform. Mr. Lemkin has extensive investment expertise across the cable, media, telecom, satellite, industrials, real estate, gaming and packaging sectors. Mr. Lemkin has also previously focused on Canyon’s European investment effort and the firm’s London office. Prior to joining Canyon in 2003, Mr. Lemkin was with Scoggin Capital Management in New York, where he focused on analyzing securities of distressed and bankrupt companies. Mr. Lemkin was also an Investment Banker in the Healthcare Group of Banc of America Securities and the Mergers & Acquisitions Group of Lehman Brothers. Mr. Lemkin is also a director and trustee of a number of nonprofit and charitable organizations. Mr. Lemkin is a graduate of the University of California, Berkeley (B.A., English).

Thomas H. Lee

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Chairman, AGL Credit Management

Mr. Lee is Chairman of the Board of AGL Credit Management

Mr. Lee formed Lee Equity Partners, LLC, a middle-market growth private equity firm in 2006 and currently serves as its Chairman.  Mr. Lee is also President of Thomas H. Lee Capital LLC, a private investment vehicle.  Prior to Lee Equity, Mr. Lee served as Chairman and CEO of Thomas H. Lee Partners, L.P., which he founded in 1974.  Previously, Mr. Lee was with First National Bank of Boston, where he led the high technology lending group; and a securities analyst in the institutional research department of L.F. Rothschild & Compan

Mr. Lee serves or has served as a director of numerous public and private companies, including Aimbridge Hospitality, LLC, General Nutrition Companies, Inc., KMAC Enterprises, Inc., Mid Cap Financial, LLC, Metris Companies, Inc., Papa Murphy’s International, Inc., Playtex Products, Inc., Snapple Beverage Corp., Edelman Financial Group, Inc., Vail Resorts, Inc., Warner Music Group Corp., and Wyndham International, Inc., among others.  Mr. Lee serves as a Trustee for Langone NYU Medical Center and is a Director Emeritus for Lincoln Center for the Performing Arts. He is an Honorary Trustee of the Whitney Museum of American Art and a former Trustee of the Museum of Modern Art. Mr. Lee received an A.B. in Economics from Harvard College.

Dylan LeClair

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Director of Market Research, Bitcoin Magazine

Dylan LeClair is an avid proponent of Bitcoin and the positive externalities that decentralized sound money brings to the world. Dylan is currently the Director of Market Research at Bitcoin Magazine, where he spearheads the production of The Deep Dive, Bitcoin Magazine’s premium market newsletter covering global macroeconomics, bitcoin on-chain analytics and derivative markets. Dylan is also co-founder of 21st Paradigm, a consulting firm which helps individuals and businesses adopt and utilize bitcoin as a monetary asset and emerging technology.

David Lebovitz

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Executive Director, J.P. Morgan Asset Management

David M. Lebovitz, Executive Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. In this role, David is responsible for delivering timely market and economic insights to clients across the country. Since joining the team, David has helped build the Market Insights program in the United Kingdom and Europe, has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press.

David joined J.P. Morgan in 2010. Prior to joining the firm, David was a Research Analyst at Kobren Insight Management. At Kobren, David was responsible for small and mid cap equity research, and worked alongside the CIO and other analysts to construct model portfolios for investors of various risk tolerances.

David obtained a B.A. in Political Science and Philosophy, with a concentration in Leadership Studies, from Williams College in 2009. He earned a dual-MBA degree from Columbia University and London Business School in 2015.