Banco Popular de Puerto Rico

Jay Sarzen is a senior analyst with Aite Group’s P&C Insurance practice. He brings to Aite Group over 15 years of experience delivering strategic advice to a wide variety of clients, primarily in financial services. Since coming to Aite Group, Mr. Sarzen has focused his efforts on understanding innovation along the P&C insurance value chain by examining topics such as how new entrants are disrupting traditional distribution channels and how technology is altering underwriting and claims operations.

Prior to joining the firm, Mr. Sarzen identified strategic growth opportunities for major insurance carriers, such as The Hartford and MassMutual, and for major financial services providers, such as State Street, through traditional strategic frameworks such as market analysis, competitive analysis, and value chain analysis. Prior to these roles, he honed his strategy skill set as a management consultant in BearingPoint’s Strategy, Process, & Transformation practice and served clients in industries that include software, chemicals, retail, consumer packaged goods, and financial services.

Kevin Dowd is a professor of finance and economics at Durham University in the United Kingdom and an adjunct scholar at the Cato Institute.

Jonathan Swanburg, CFP, is an investment advisor representative with Tri-Star Advisors in Houston. He leads their Guided Wealth Management service focused on serving young professionals and their families.

Dan McKinney is co-founder and chief marketing officer at Finxact.

Freeman is principal of Trish Freeman Insurance Services in Gonzales, La.

Abigail Thomas is an analyst at Innovest Portfolio Solutions, an investment consulting firm.

Kristen Hutchens practices securities law at Pickard Djinis and Pisarri LLP in Washington. She formerly was counsel to the U.S. Senate Committee on Banking, Housing, and Urban Affairs.

Kayla Matthews is a freelance big data and technology writer.

Grant Gordon is CEO and a co-founder of health data analytics company, Artemis Health. Prior to founding Artemis Health, Mr. Gordon cofounded EnticeLabs, an online advertising optimization company, and RationalIUX, a software user experience design firm.

Henri Wajsblat is director and head of financial services at Anaplan.