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In an age of heightened risk complexity, marked by persistent volatility, traditional playbooks are no longer enough. While resilience is essential, advantage belongs to firms that can anticipate risk early, quantify its impact, and act decisively. As the market seeks new pathways for growth and embraces AI as a catalyst, we delve into the emerging trends reshaping risk management and fueling intelligent growth.
This conference brings together industry leaders to explore how to turn risk intelligence into action—strengthening resilience, and elevating decision-making to accelerate growth.
Join us on May 27th for an interactive afternoon designed to equip you with actionable insights and expert perspectives spanning private markets, AI and innovation, ETF market trends, liquidity pressures, supply chain issues and advanced risk management approaches.
New York Marriott Marquis
1535 Broadway, New York, NY, 10036
Agenda subject to change.
10:00 AM-12:00 PM
10:00 AM-12:00 PM
10:00 AM-12:00 PM
Prudential Financial
Chief Investment Risk Officer
Lorenzo Cupido is currently Chief Investment Risk Officer at Prudential Financial. He is leading the risk management team responsible for all investment and financial risks across the enterprise. He previously served in various business and risk roles in the banking industry, including Chief Risk Officer, Swap Dealer and US Head of Market Risk at HSBC. He has extensive international experience in risk management, capital markets, treasury, as well as asset and liability management. Prior to joining HSBC, Mr. Cupido held senior positions at other US and European financial institutions.
Brinley Partners
Founder and Managing Partner
Kerry Dolan is the Founder and Managing Partner of Brinley and is the Chair of the Investment Committee. Prior to founding the Firm in 2021, Kerry was a Managing Director on the Credit Investments team at PSP Investments. She was one of the founding members of the private credit business at PSP Investments and had various responsibilities during her tenure there, including risk, underwriting, origination and portfolio management. She also served on the PSP Global Investment Committee, where she helped oversee investment decisions across asset classes.
Prior to joining PSP Investments, Kerry held several senior positions in Leveraged Finance and Coverage at Goldman Sachs, Barclays Capital and Bank of America, where she managed all phases of financings, from origination to execution, documentation and closing. She started her career in leveraged finance and investment banking in 1996.
Kerry is an Associate Board Member of the Melanoma Research Alliance and a Co-Chair of the Leveraged Finance Fights Melanoma event, an annual fundraising event that raises funds for melanoma research from the leveraged finance and private equity community.
Kerry holds a Bachelor of Arts in Finance from Boston College and a Master of Business Administration from Cornell University, where she was a Park Leadership Fellow. Kerry currently serves on the Johnson Advisory Council at Cornell University’s Johnson Graduate School of Management.
European Risk Management Council
Chairman
Dr. Evgueni Ivantsov has a risk management career stretching over 25 years. He is the Chairman of the European Risk Management Council. He is an Advisory Board member of Financial Times’ Banking Risk & Regulation and has a monthly column in FT. Dr. Ivantsov is the author of the book "Heads or Tails: Financial Disaster, Risk Management, and Survival Strategy in the World of Extreme Risk" and his articles are regularly published in leading media outlets, including the Financial Times and The Banker.
Prior to joining the European Risk Management Council in 2017, Dr. Ivantsov held various executive positions at several global banks, including Head of Portfolio Management & Strategy at Lloyds Banking Group and Head of Global Analytics and Head of Portfolio Risk for Europe at HSBC. Evgueni was also a Member of the Advisory Board of FT Banking Risk & Regulation.
Dr. Ivantsov has also been a visiting professor at Cass Business School (now Bayes Business School, City University, London) and a visiting professor of International Economics at Boston University.
J.F. Lehman & Company
Partner, Credit
Mr. Jolivot is a Partner with J.F. Lehman & Company and co-heads its credit business. He has over 20 years of experience investing across the credit spectrum, from performing to distressed.
Prior to joining the firm, Mr. Jolivot was a founder and Managing Partner of L J Capital Management. Previously, Mr. Jolivot served as a Managing Director and Portfolio Manager at Angel Island Capital, the credit arm of Golden Gate Capital, where he managed $3.5 billion of corporate loans and bonds. Mr. Jolivot has held various portfolio management and research positions, including with Millennium Management and Fore Research & Management. He began his career as an aerospace engineer at Airbus Group (fka EADS).
Mr. Jolivot graduated with honors from ENSAM Paris, where he earned an engineering degree. He graduated with high distinction from Tuck School of Business at Dartmouth College, where he earned an M.B.A and was the recipient of the Leech Prize for Excellence in Finance.
Canyon Partners
Investment Partner, Chief Investment Officer
Jeffrey Kivitz is an Investment Partner, Chief Investment Officer at global alternative asset manager Canyon Partners, overseeing all corporate and asset-backed investment strategies, and a member of Canyon’s Management Committee. Mr. Kivitz joined Canyon in 2008 and oversees the corporate and asset-backed investment teams in developing, analyzing, and implementing investment strategies across the firm’s global platform. Mr. Kivitz also serves as Co-Portfolio Manager for Canyon’s Evergreen Private Credit strategy. Mr. Kivitz has extensive expertise investing in the financials, technology, software, building products and retail sectors. Prior to joining Canyon, Mr. Kivitz worked at Bain & Company as a consultant in both the private equity and general consulting practices, where he acted as an advisor on buyout and corporate strategy. Mr. Kivitz is a graduate of Williams College (B.A., Economics, cum laude).
Nomura
US Head of Valuations and Global Head of Securitized Products and Private Credit Valuations
Matthew J. Malone is US Head of Valuations and Global Head of Securitized Products and Private Credit Valuations at Nomura. He joined Nomura in 2021 as Executive Director to oversee independent valuation professionals across New York, London, Singapore, and Mumbai, directing end-to-end Independent Price Verification and Valuation Adjustment frameworks for the US Wholesale business and Global Securitized Products and Private Credit portfolios.
Matthew has over two decades of experience in financial valuation, risk management, and credit markets, with deep expertise in the valuation challenges presented by illiquid and complex products. He brings extensive experience building governance frameworks and data infrastructure to support independent valuations at scale. Currently serving as Vice Chair of the IVSC-sponsored Global Banks Valuation Forum, he collaborates with Heads of Valuations from Tier-1 institutions to harmonize international fair-value standards and shape emerging best practices in private credit and advanced valuation architectures.
Prior to joining Nomura, Matthew spent more than a decade at J.P. Morgan Chase & Co., culminating as Executive Director and Global Head of Securitized Products, Chief Investment Office, and Collateral Valuation Control Groups. In this role, he supervised valuation professionals across three continents, exercising ultimate valuation authority over trillions of dollars in collateral exposure. He served as the primary technical lead for quarterly SEC discussions, defended price-testing methodologies and model changes, and chaired the Collateral Valuation Executive Forum orchestrating cross-functional transparency between Trading, Product Control, and Risk.
Matthew's diverse background includes roles in credit trading and middle office leadership at Deutsche Bank AG as well as fixed income sales and structuring at UBS. Matthew received his B.S. in Psychology with a minor in Business from James Madison University.
FalconX
Chief Risk Officer
Ash Majid is a distinguished executive with a robust background in risk management, strategic leadership, and change management within the financial services industry. His career spans significant roles in both traditional banking and digital asset sectors. Currently, Ash serves as the Chief Risk Officer at FalconX Bravo, the first CFTC-registered swap dealer offering digital asset derivatives. In this role, he focuses on strengthening the company's risk management program to comply with regulatory standards while supporting growth in the dynamic digital asset market.
Prior to joining FalconX Bravo, Ash spent over a decade with the Sumitomo Mitsui Banking Corporation (SMBC) Group. He held the position of Chief Risk Officer for SMBC Capital Markets Inc., a CFTC-registered swap dealer, and SMBC Nikko Securities America, Inc., a FINRA-registered broker/dealer. During his tenure, Ash was instrumental in registering SMBC Capital Markets as a swap dealer and implementing comprehensive risk management programs.
Before his time at SMBC, Ash worked as a consultant with Ernst & Young (EY) in New York, advising Top-20 banks on model risk management governance across various asset classes. He began his career at Truist Bank (formerly SunTrust) in Atlanta as a market risk desk officer, overseeing trading operations in interest rate and equity derivatives.
Ash holds multiple degrees from the Georgia Institute of Technology, including a PhD in Electrical and Computer Engineering, a Masters in Quantitative and Computational Finance, a Masters in Electrical and Computer Engineering, and a Bachelors in Computer Engineering.
Morgan Stanley
Managing Director and Global Head of Risk Analytics Solutions & Platform
Sven Sandow is the Global Head of Risk Analytics Solutions & Platform at Morgan Stanley. Over more than 15 years at the firm, he has held leadership roles in quantitative modeling and capital management, with a primary focus on credit risk. Prior to joining Morgan Stanley, Sven held positions at Merrill Lynch, Standard & Poor’s, and Lord Abbett. Before joining the financial industry, he worked as a physicist at Virginia Polytechnic Institute and the Weizmann Institute of Science. He has published research spanning physics, finance, and machine learning, and co-authored a book on learning from data. Sven holds a Ph.D. in physics from Martin Luther University Halle-Wittenberg.
Vest
CEO and Founder
Karan Sood, a founder of Vest in 2012 and the firm’s CEO, is responsible for product development and serves as a portfolio manager.
With his patent application in 2012, Mr. Sood paved the way for Target Outcome (aka “defined outcome” or “outcome-oriented”) investments, registered under the Investment Company Act of 1940, that use FLEX options to deliver targeted payoffs. He went on to build the first Target Outcome buffer index and buffer mutual fund in 2016. Mr. Sood continues to lead the industry—advancing the development, execution and regulatory framework for derivatives-based investment solutions for asset management, retirement and insurance.
Mr. Sood has over 15 years of experience in derivative based investment strategy design and trading. Prior to founding Vest, he worked at ProShares in Washington, DC, and Barclays Capital in New York and London. As a vice president for Barclays, he was responsible for using derivatives to design structured investment strategies and solutions for their institutional clients in the Americas and Europe.
Mr. Sood received a master’s degree in decision sciences and operations research from London School of Economics & Political Science. He also holds a bachelor’s degree in engineering from the Indian Institute of Technology Delhi.
Tuttle Capital Management, LLC
CEO, CIO
As the CEO and renegade behind Tuttle Capital Management, Matt built his reputation on doing what the big firms won’t — questioning the default, torching the outdated, and creating tools for investors who refuse to settle for average.
With over two decades of experience and zero tolerance for Wall Street’s cookie-cutter advice, Matt and his team have turned the ETF space upside down. From launching headline-making funds like the Inverse Cramer ETF to developing the revolutionary H.E.A.T. Formula — a four-pillar system designed to outthink, outmaneuver, and outperform the old guard — Tuttle Capital has become a refuge for independent investors who like insight over “one-size-fits-all” options.
While Wall Street was repackaging and recycling the same tired 60/40 playbook from 1952, Matt was busy re-engineering the antidote.
BlackRock
Global Head of Valuation Governance
Jessica Zhang is the Global Head of Valuation Governance at BlackRock. In this capacity, she presides over multiple global and regional valuation committees, directing the oversight of public securities valuation. Acting as a delegate to the BlackRock and iShares fund boards, she focuses on mitigating valuation risks, reinforcing robust data infrastructure to accommodate market changes, and delivering solutions for product innovation.
Jessica has extensive experience with large asset management firms such as PIMCO and Prudential Financial prior to joining BlackRock, where she established valuation frameworks for global investment products, implemented Rule 2a-5 regulation, and developed global operating models. She’s at the forefront of innovating valuation solutions for unexpected market conditions, driving price data utilization, and increasing operational efficiency within these organizations.
Her strategic vision and expertise have earned her a reputation as a leader in the field. As chair of the ICI Security Valuation Advisory Subcommittee, she sets strategic priorities to foster best practices in emerging valuation topics for ICI members across the industry.
Jessica is a Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA).
S&P Global Market Intelligence
Director, Latin America & Caribbean Economics
Rafael Amiel is director of Latin American and Caribbeaneconomics at S&P Global Market Intelligence.
Rafael is a director in the Economics and Country Risk Group for Global Insight at S&P Global Market Intelligence. He brings 20 years of international experience in macroeconomic and sovereign risk analysis of Latin America gained over a long career tracking economic developments and business cycles of the region with a focus on risks for medium- and long-term investment. He coordinates the group's analysis and forecasts and is responsible for reporting on Peru, Mexico, and Brazil. As a sovereign risk expert, he closely monitors and tracks repayment capacity of Latin American economies, assessing both short- and long-term risks. Prior to joining S&P Global Market Intelligence, he served as the country risk manager for Hamilton Bank. Previously, he was a research associate at the Latin American and Caribbean Center at Florida International University (FIU) in Miami, Florida, US.
Rafael earned a Bachelor of Arts in Economics from Universidad de Lima in Peru. He completed his Master of Arts in Business and Economics at the State University of New York - Stony Brook, and went on to attain his doctoral degree in economics at FIU, where he served as an adjunct professor in the Department of Economics.
S&P Global Market Intelligence
Senior Credit Specialist
Bob Durante is a Senior Director in Global Risk Services for S&P Global Market Intelligence. In his role, Bob is responsible for managing client service engagements, providing analytical thought leadership, and helping clients measure and manage their credit risk.
Since joining S&P Global Market intelligence in 2008, Bob has led dozens of client engagement projects that focus on development of internal risk rating systems, validation of risk rating and stress testing models and he has issued the deployment of dozens of Credit Assessment Scorecards representing all major asset classes. Prior to joining S&P Global Market Intelligence, Bob held senior analytical and managerial positions for more than 25 years in Standard & Poor’s Ratings Services, including chairing rating committees to assign, confirm, update or downgrade credit ratings. Bob is noted for his award-winning level of client service, thought leadership, analytical innovation and project/staff management. Bob serves on the S&P Global Corporate Responsibility: Financial Essentials Working Group to ensure alignment between business and philanthropic objectives with particular focus on helping reduce the “lending gap” for women-owned small enterprises in emerging markets.
S&P Global Market Intelligence
Global Head, Market Development and Strategy
Jim Elder is Head of Market Development for the Credit Solutions Business at S&P Global Market Intelligence. He is responsible for leading a global team tasked with defining the market strategy for the Credit Solutions product suite, including desktop and enterprise solutions focused on information from S&P Global Ratings. This includes solutions such as RatingsDirect and RatingsXpress, where investors, issuers and other market participants turn to understand credit ratings and research from S&P Global Ratings. Jim also leads Partnerships for Credit Solutions, enabling a multitude of firms to enrich their client solutions and platforms with credit ratings information.
Previously, he led market strategy for Credit Analytics, a suite of quantitative credit analysis tools and helped launch Climate Credit Analytics, a tool to understand the credit risk of climate change. He has presented on topics ranging from corporate credit analysis, transfer pricing and risk management to municipal finance and valuation methodologies at numerous industry conferences and webinars.
Jim’s 20+ years of industry experience includes positions in asset management, financial guaranty and structured finance. Prior to joining Standard & Poor’s in 2007, he has worked at J.P. Morgan and XL Capital Assurance.
Jim holds an M.B.A in finance from New York University’s Stern School of Management. Jim graduated with bachelor degrees in Computer Science and Management from Rensselaer Polytechnic Institute.
S&P Global Market Intelligence
Director, Credit Analytics Product Strategy
Director, Credit Analytics Product Strategy, S&P Global Market Intelligence
S&P Global Market Intelligence
Director, Product Management
Paul Hunt, Product Management Director for Country Risk, leads product strategy efforts for the Global Insight, Market Intelligence division at S&P Global. In this role, he leads product development projects relating to country risk analysis and risk monitoring systems, economic and industry forecasting. Mr. Hunt serves as an S&P Global Market Intelligence product expert helping clients better apply our services to solve critical business issues.
Prior to his current role, he was the APAC Product Director for IHS Markit Country Risk and Energy Insight businesses based in Singapore. Before joining IHS, Mr. Hunt was Director, Government Consulting for Standard and Poor’s DRI based in Washington, DC. In this role, he managed a variety of country risk and economic impact studies for various agencies within the US Government. He holds an MBA from Johns Hopkins Carey School of Business in Baltimore MD and an undergraduate degree from The George Washington University in Washington, DC.
S&P Global Ratings
Head of Ratings Performance Analytics
Head of Ratings Performance Analytics, S&P Global Ratings
S&P Global Market Intelligence
Managing Director, Head of Derivatives Data & Valuations Business Development
Mila Kuznetsov is an Executive Director leading the Americas Derivatives Business Development team at S&P Global within Market Intelligence. In her role, she is responsible for Americas derivatives commercial and product strategy across the sell side, buy side, auditors/regulators, and asset servicers.
Prior to joining S&P Global, Mila held multiple leadership roles at key financial services organizations such as Sculptor Capital Management where she was the Global Head of Valuations, Citi as a V.P focused on Equity Derivative Valuations, and at Ernst & Young within financial services for clients in Risk Advisory and Derivative Valuations. In her previous roles, she has implemented new pricing and valuation policies and procedures across multi-asset portfolios (equities, fixed income, derivatives, private assets), led valuation automation projects, and reviewed key valuation questions with internal stakeholders (Valuation Committees) and external stakeholders (auditors, regulators, investors).
Mila graduated from Binghamton University’s School of Management with a Bachelor of Science in Management, Concentration in Finance, and a Minor in Russian and East European Studies.
S&P Global Market Intelligence
Credit Product Specialist
Noel Maken joined S&P Global Market Intelligence in 2022. He is a Credit Product Specialist and works closely with Commercial and Product teams to develop and deliver innovative solutions that empower clients to effectively assess and manage counterparty risk. Leveraging his expertise in credit risk methodologies, data analytics, and technology, Noel helps clients streamline their risk assessment processes and make informed decisions using advanced credit models and cutting-edge technology.
S&P Global Market Intelligence
Head, Product Management, Credit Solutions
Head, Product Management, Credit Solutions, S&P Global Market Intelligence
S&P Global Market Intelligence
Product Management Associate Director, Maritime, Trade & Supply Chain
Brendan has been working at S&P Global Market Intelligence serving in various capacities both operationally and commercially. Based in New York, he is currently an Associate Director responsible for PIERS product development out of the trade portfolio. Tasked with revamping the product access across the years, he has been responsible for two major product upgrades and releases. Brendan works closely with the ocean freight and supply chain communities to ensure product functionality upgrades suppport client work flows. He continues to innovate and work to enhance the PIERS product and brand.
S&P Global Market Intelligence
Product Management Executive Director
Gavan Nolan, a specialist in credit markets, is an Executive Director responsible for business development and co-heads research for Fixed Income Pricing at S&P Global Market Intelligence.
A published author, Gavan has written about the credit markets from the accounting scandals of the last decade through the financial and European sovereign debt crises. He is a well-known commentator on the credit default swaps (CDS) markets, including credit fundamentals and CDS mechanics, in particular ISDA definitions, credit events and auctions. He has been a frequent contributor to both print and broadcast media, and quoted in Financial Times, Wall Street Journal, Daily Telegraph, Bloomberg, Reuters, Dow Jones, Global Capital, CNBC and BBC's R4 Today programs. Gavan played a key role in developing the Markit CDS pricing product, the leading service in the CDS market. Prior to joining Markit in 2003, now S&P Global, he worked at J.P. Morgan and TD Securities in a variety of fixed-income roles.
Gavan holds a Bachelor of Science in Economics from Queen Mary College, University of London, UK
S&P Global Market Intelligence
Director, Business Development
Anthony Rayar is an Associate Director and the Americas Head of EBS Product Specialists at S&P Global Market Intelligence. With over 8 years of industry experience, Anthony is responsible for engaging with clients using Exchange-Traded Product and Benchmarking datasets in various capacities such as issuance, trading, market making, risk and compliance. Anthony's experience stems from his tenure at Bloomberg LP where he maintained the ETF dataset, collaborated with news and Bloomberg Intelligence to produce industry related research. He has completed his undergraduate degree in Finance and Masters in Business Administration with a dual concentration in data analytics and supply chain analytics from Rutgers Business School.
S&P Global Market Intelligence
Analyst, Business Development
Analyst, Business Development, S&P Global Market Intelligence
S&P Global Market Intelligence
Head, Credit Solutions
Clemens Thym leads the Credit Solutions business that develops desktop, feed and API platforms such as the flagship RatingsDirect® and RatingsXpress ® products which distribute S&P Global Ratings data and research to investors, investment and commercial banks, insurance, non-financial corporates, and a range of government and other entities. He leads the product, content, operations, and market development teams.
Prior to that he was the Chief Operating Officer for China, responsible for setting up the domestic operations for S&P Global’s China market entry, including domestic ratings, market intelligence , finance, people, technology and PMO functions, and drive integrated execution of the SPGI China strategy and business plans, steward strategic partnerships, and market development.
Previously, Clemens held various roles in APAC and Europe to grow the businesses of Risk Solutions, Capital IQ, Credit Solutions and Risk Services in analytical, consulting, product management, and commercial capacities.
Clemens holds a Masters in International Economics and Finance of the University of Innsbruck (Austria).
S&P Global Market Intelligence
Director, Risk & Valuations
Stewart Webster is a 13-year veteran at S&P Global and currently serves as a Director on the Credit & Risk Solutions team in the Market Intelligence segment. His focus is quantitative risk models that are driven by big data, machine learning, and climate impact. Stewart uses these models to streamline processes and provide workflow automation for the firm’s global clients.
He was also an Associate on the Leveraged Finance team at S&P Global Ratings. In this credit analysis role, he rated high-yield sponsor-backed companies and Middle Market CLOs. He was lead author for the “Credit Estimates within Middle Market CLOs” quarterly series and produced credit research often cited by financial institutions and government agencies. He joined S&P Capital IQ in 2010 where he managed the North America and MENA Private Equity Research teams.
S&P Global Market Intelligence
Head of Supply Chain Research
Chris Rogers is Head of Supply Chain Research at S&P Global Market Intelligence. He has over 25 years of research experience, including more than a decade covering global supply chains. He has worked at firms including Panjiva (acquired by S&P Global in 2018), Bloomberg, JP Morgan, and most recently freight forwarder Flexport. His coverage includes corporate decision-making, international trade policy, and logistics network operations.
S&P Global Market Intelligence
Associate Director, Consulting
Amir Sadeghi, Ph.D. is an Associate Director in Consulting at S&P Global Market Intelligence, where he leads macro-financial advisory engagements focused on risk, stress testing, and public finance. He specializes in designing structural macroeconomic and scenario-based frameworks that translate economic shocks into financial outcomes—supporting regulatory stress testing, capital planning, and sovereign risk assessment. His work spans financial institutions, government entities, and capital markets participants, with a focus on linking macroeconomic dynamics to credit, fiscal, and market risks. Amir has led modeling efforts supporting Federal Reserve–aligned scenarios, sovereign debt sustainability analysis, and long-horizon revenue and fiscal projections used in investment and policy contexts. He is based in Washington, DC.
S&P Global Market Intelligence
Managing Director, Head of Alternatives & Private Markets
As Head of Private Markets Strategy for S&P Global Market Intelligence, Chris Sparenberg leads the commercial strategy for our suite of software, data, and managed services offerings, which empower private markets investors to optimize their investment workflows, including fundraising, investor relations, deal sourcing, portfolio management and valuations.
Before Market Intelligence, Chris spent 5 years at Cambridge Associates in portfolio monitoring and quantitative due diligence, where he was also responsible for the production and distribution of Cambridge’s Private Investments benchmarks. Chris also held roles in product and data strategy at eVestment/Nasdaq and Juniper Square.
Please note that due to limited seating, this event is reserved exclusively for clients and select industry professionals and is not open to members of the media. As such, your registration may be subject to confirmation.