Banco Popular de Puerto Rico

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.

Brad Rapking is the portfolio manager Aptus Capital Advisors responsible for equity research, portfolio reviews and assisting in fund trading and operations. He is a CFA Charterholder and a member of the CFA Institute and CFA Society of Alabama.

Prior to joining Aptus, Brad was a research analyst at Driehaus Capital and a research analyst and equity trader at Opus Capital Management. Brad is a member of the CFA Institute and the CFA Society of Alabama. He graduated from Xavier University with a BSBA in finance.