Banco Popular de Puerto Rico

Adam Grealish serves as Head of Investments at Altruist, a custodian built exclusively for RIAs. He most recently led Betterment's strategic asset allocation, fund selection, automated portfolio management and tax strategies. He also served as a vice president at Goldman Sachs, overseeing the structured corporate credit and macro credit trading strategies. Grealish was also a part of the global quantitative equity portfolio management team at New York Life Investments.

Paul Massey is a co-founder and managing partner at Massey Romans Capital. Previously, he spent 24 years at Raymond James & Associates as a senior investment advisor and branch manager where he managed over a billion dollars in client assets.

Uday Singh, Managing Director, Head of Broadridge Consulting Services.

Mike Tropeano, Senior Director, Broadridge Consulting Services, provides extensive insights into emerging technologies and trends such as digitizing operations, hyperpersonalization of customer communications, ESG and enablement of artificial intelligence and machine learning. He has a background in investment performance measurement, securities processing and operational best practices.  

Yiannis Gavrielides is the co-founder and CEO of Covve, helping professionals to grow and nurture their contact network. He actively supports entrepreneurship as a partner at Invelopment Partners.

Jim Caci is chief financial officer at AvePoint, a platform to optimize SaaS operations and secure collaboration.

He has over 25 years of experience leading the strategic finance operations at both public and privately held SaaS and IT service companies.