Interact New York 2024
Spotlight on Private and Public Markets
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Summary
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Event Details
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Agenda
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Speakers
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2023 Wrap Up
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2023 Interviews with our Experts
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2023 in Pictures
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FAQs
Summary
Interact 2024, our flagship software and solutions conference for public and private markets, took place on 15-16 October in New York.
Interact provides a unique opportunity to hear experts from across S&P Global and the wider industry, while networking with peers from the investment management, corporate, banking and broader financial community.
2024’s agenda delivered impactful industry insights through a wide range of sessions, with day one (15 October) dedicated to private markets and day two (16 October) focusing on public markets.
Event Details
Venue
Center415
415 5th Avenue
New York
10016
Agenda
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Day 1
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Day 2
TRACK 1
TRACK 2
TRACK 1
TRACK 2
TRACK 3
Speakers
Join executives and industry thought leaders to hear their views on the industry, where the next opportunities lie and their vision of the future.
S&P Global Market Intelligence
Alex Stewart
Principal, WestCap
Based in New York, Patricia Kwan is a Director and a senior credit analyst in the Financial Services Ratings practice at S&P Global. Her primary analytical responsibility of a portfolio of insurers includes Travelers, Liberty Mutual, Nationwide Mutual, W.R. Berkley and Berkshire Hathaway Insurance Group. Patricia is also a regional lead involved in several criteria projects including the recent development of the risk-based capital adequacy criteria. In addition, her other activities include credit rating model developments and publications of insurance industry commentaries.
Prior to joining S&P Global in 2010, Patricia worked at Anthem corporate treasury, where she focused on investment risk analytics supporting Enterprise Risk Management framework. Her prior experience also includes corporate treasury at the General Motors Treasurer’s Office in New York, where she managed General Motor’s global FX positions and short term investment portfolio.
Patricia holds a B.A in Mathematics and an MBA in Finance and Accounting from the University of Chicago.
S&P Global Market Intelligence
Andrea Romano
Managing Director - Credit Financing Solutions, Barclays
Andrea Romano is the Global Head of Structured Credit Portfolio Management at Barclays delivering financing solutions to institutional clients. Prior to joining Barclays in August 2020, Andrea spent 3 years at Morgan Stanley in a similar role. Before joining Morgan Stanley, Andrea spent 11 years at Antares Capital (fka GE Capital) underwriting, structuring and executing private equity sponsored, middle market leveraged transactions.
Andrea holds a BS in Chemical Engineering from Lehigh University, an MBA from Drexel University and is a CFA Charterholder.
S&P Global Market Intelligence
Argyro (Iro) Tasitsiomi
Head of AI and Data Science, T Rowe Price
Dr. Iro Tasitsiomi held significant roles at Forbes 500 companies such as Prudential Asset Management, Goldman Sachs & BlackRock. She started her finance career in quantitative finance, leading teams that developed investment/trading/risk management strategies.
In her role at T. Rowe Price, as the Head of AI & Data Science she leads the AI Labs – the firm’s innovation hub that focuses on providing strategic leadership on harnessing responsibly the power of artificial intelligence & data science to drive cutting-edge strategies and solutions through experimentation, value discovery, research & development, proper governance & training. In addition, she’s been instrumental in creating and integrating innovative investment signals with the firm’s fundamental investing approaches.
Iro earned a PhD in Astrophysics and a Master’s in Physics from the University of Chicago and is a well-published research author.
S&P Global Market Intelligence
Basant Nanda
Global Head of Asset Management Technology, Ameriprise
S&P Global Market Intelligence
Ben Ellencweig
Senior Partner, McKinsey & Company
S&P Global Market Intelligence
Bevin Brown
Head of Portfolio Strategy & Management for Private Markets, Liberty Mutual Investments
S&P Global Market Intelligence
Bill Murphy
Managing Partner, Cresting Wave, and Strategic Advisor, Anduin
S&P Global Market Intelligence
Brett Hickey
CEO, Star Mountain Capital
Brett Hickey has over 20 years of private investing and investment banking experience with over 15 years spent directly in the U.S. lower middle-market. He has completed over 200 private equity, private credit and secondary fund investments.
Mr. Hickey is the Founder & CEO of Star Mountain Capital, LLC, a multi-billion dollar specialized private investment firm, making loans, private equity investments and secondary fund purchases across its Collaborative Ecosystem® in the lower middle-market. Driven by culture and stakeholder alignment, Star Mountain has been recognized as one of the Best Places to Work by Crain’s and Pensions & Investments in 2019, 2020, 2021, 2022 and 2023.
Previously worked as an Investment Banker at Citigroup Global Markets (formerly known as Salomon Smith Barney) in New York City where he completed $24 billion in transactions for financial institutions.
Graduated with Distinction from McGill University in Montreal, Canada with a Bachelor of Commerce degree in Finance and Accounting. He is an alumnus of Harvard Business School’s Owner / President Manager executive training and management program.
Board positions include Harvard Alumni Entrepreneurs and the YMCA of Greenwich. He is also the Founder & Chairman of the Star Mountain Charitable Foundation, a 501(c)(3) focused on job creation (including for veterans, women and athletes), economic development and health & wellness. Mr. Hickey is a member of YPO and is a former Canadian national gold medalist and North American medalist in speed skating.
S&P Global Market Intelligence
Brittany Garland
Head of Regulatory & Compliance, Enterprise Solutions, S&P Global Market Intelligence
Brittany Garland is a director within Regulatory & Compliance Solutions at S&P Global Market Intelligence.
Brittany serves as the head of client engagement for Counterparty Manager. She is responsible for driving automation and efficiency for clients to meet onboarding and regulatory requirements through Counterparty Manager, S&P Global's platform for managing regulatory data and share entity information. She has a broad range of expertise across KYC, credit risk, regulatory compliance, client reference data, and workflow management. Previously, she spent seven years within the operations division at Barclays, most recently managing the Americas client Onboarding team.
Brittany holds a bachelor's degree in economics from Colgate University, United States.
S&P Global Market Intelligence
Carl James
Head of Fixed Income and Municipals, Primary Markets Solutions, S&P Global Market Intelligence
Carl James is the managing director of Fixed Income of the Global Markets Group within Networks and Regulatory Solutions at S&P Global Market Intelligence.
Carl leads the Fixed Income and Municipal business lines across our Global Markets Group, focusing on new issuance.
With over 35 years of experience in global capital markets, Carl is responsible for driving the strategic direction of the primary markets in Fixed Income and Municipals, considering factors including technology, data, and regulation - working with buy and sell-side stakeholders.
Before joining S&P Global Market Intelligence, Carl held positions at multiple asset management companies with a total AUM of over $1 trillion. Most recently, he served as the Global Head of Fixed Income Trading at Pictet Asset Management, where he implemented a data-driven approach to trading and analytics using third-party data sources, desktop interoperability tools, and in-house expertise. Prior to that, Carl held senior positions at BNP Paribas, Henderson Global Investors, and UBS Global Asset Management.
Throughout his career, Carl has been engaged at the highest level of government and legislators. He chaired the Investment Association for three years and has been recognized with a Trading Lifetime Achievement award for his transformational industry leadership.
S&P Global Market Intelligence
Chris Sparenberg
Head of iLEVEL, S&P Global
Chris Sparenberg is head of business for iLEVEL, our portfolio monitoring solution which is used by more than 700 asset managers and allocators. He is responsible for the growth and strategic direction of the business.
During his time with Market Intelligence, Chris has contributed to the development and execution of the firm’s private markets strategic, including responsibility for go-to-market, sales enablement, product strategy, strategic client development, and synergies.
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.
S&P Global Market Intelligence
Chris Williamson
S&P Global Market Intelligence
Chief Business Economist
Chris is a well-known economic commentator and is regularly quoted in international business print and broadcast press, and frequently speaks at conferences on global economic issues. He also sits on several economic advisory panels.
S&P Global Market Intelligence
Christina Christina
Executive Director, Lending Solutions, S&P Global Market Intelligence
Christina McNamara is Global Head of Due Diligence with S&P Global Market Intelligence Tax Solutions and Commercial Lead of Investor Onboarding.
Christina McNamara is an Executive Director, Global Head of Due Diligence with S&P Global Market Intelligence Tax Solutions and Commercial Lead of Investor Onboarding within the firm's Networks & Regulatory Solutions business based out of New York. She has extensive experience working with global, regional and local financial institutions on their client onboarding, client lifecycle management and operations across various global regulatory regimes.
Specifically, Christina has spent her career focusing on U.S. tax, including FATCA and QI regimes, and OECD CRS compliance initiatives, specialising in implementations and technology to drive automation. She was previously based in Singapore with S&P Global Market Intelligence from 2014 - 2020 leading our tax consulting practice and client due diligence solutions for APAC. She is a regular speaker at various industry events globally, including U.S., Canada, U.K, Australia, Singapore, Hong Kong, Thailand, Malaysia and Indonesia. She has also engaged in regional consultations held by regulators and industry bodies on regulations and guidance material relating to AEOI.
Prior to joining S&P Global, Christina was a consultant and subject matter expert with PricewaterhouseCoopers
S&P Global Market Intelligence
Constantinos Antoniades
Chief Operating Officer – International, Trumid
Craig Fitt
Managing Director, Capital Markets, KKR
Craig Fitt (New York) joined KKR in 2022 and is a member of the KKR Capital Markets team, where he specializes in providing ratings advisory to the firm and its clients globally. Prior to joining KKR, Mr. Fitt was U.S. head of ratings advisory at UBS for twenty years. Previously, he was a member of Credit Suisse's ratings advisory group and spent eleven years at Moody's Investors Service as a senior analyst, responsible for rating corporate issuers across a variety of industry sectors. Mr. Fitt is a graduate of Yale University.
S&P Global Market Intelligence
Daniel Gorlick
S&P Global Market Intelligence
Head of Product - iLEVEL
Dan Gorlick leads product strategy for the offerings that provides investor relations, deal sourcing, portfolio management, data management, and valuation capabilities to the private capital markets.
Dan joined S&P Global from Google, where he was the Product Lead focused on scaling data driven decision making within Google Cloud.
Prior to joining Google, Dan spent over a decade at BlackRock working across roles focused on building and supporting the growth of the eFront and Aladdin platforms.
Dan received a degree in Economics from Rutgers University and is a CAIA Charterholder.
S&P Global Market Intelligence
Darren Thomas
Head of Enterprise Solutions
During his tenure at S&P Global, Darren has launched several new products and innovations over the past few years, including CLM Pro for Client Onboarding and Regulatory compliance, Outreach360 for client and regulatory outreach, Tax form validation utility, KYC services, Onboarding Accelerator for custody and markets onboarding, and legal document digitization and automation. He has over 20 years of experience in driving technology change and helping firms efficiently adapt to global regulations.
Prior to joining the company, Darren worked at both Barclays and UBS where he ran technology and operations across OTC, Futures, FX and regulatory change programs. He began his career as a management consultant at PwC focusing on Manufacturing & Pharmaceuticals. He has been active in industry organizations and previously co-headed the ISDA Credit Derivatives Implementation Working Group during the global financial crisis.
Darren holds a bachelor's degree in Mechanical and Aeronautical Engineering from Cornell University and received his MBA from the University of Georgia, both United States.
S&P Global Market Intelligence
David Mesner
Senior Product Owner, Qval, S&P Global Market Intelligence
S&P Global Market Intelligence
Elisabeth Troni
Managing Director, Fund Manager, CBRE Investment Management
S&P Global Market Intelligence
Enrico Bruni
Managing Director, Head of Europe and Asia Business, Tradeweb Markets
S&P Global Market Intelligence
Eric Morrow
Chief Operations Officer of Trading, Apollo Global Management
S&P Global Market Intelligence
Felix Zhang
Partner, Ares Asset Management
S&P Global Market Intelligence
Frank Fama
Co-Head of Global Credit Research, Cambridge Associates
S&P Global Market Intelligence
Frank Tarsillo
Chief Technology Officer
Frank Tarsillo is Chief Technology Officer at S&P Global Market Intelligence. He and his team drive the technical strategy, engineering and support across all product lines with a focus on modernization through use of cloud and enterprise data assets. He is also responsible for the firm's data scientists who are focused on how we can combine our leading data sets with advanced analytics to deliver innovative solutions to customers. Frank is a member of the division's operating committee.
Frank has more than 25 years of technical experience, leading technology teams to deliver revenue growth while elevating organizational productivity and security. He joined S&P Global as a result of the merger with IHS Markit in 2022, having served in senior leadership roles including Chief Architect and Partner. Prior to that, Frank spent 18 years at Thomson Reuters where he held numerous senior positions focused on product engineering and architecture within the financial services division.
S&P Global Market Intelligence
Harry Mendell
AI Architect/ AI Co-chair Innovation Roundtable Federal Reserve Bank of New York
S&P Global Market Intelligence
Holly Winsor Crowley
Custody Ecosystems Product Manager, State Street
S&P Global Market Intelligence
Iyan Adewuya
Head of Product, Enterprise Solutions
Iyan Adewuya serves in dual roles as Head of Product for the Enterprise Solutions business within S&P Global Market Intelligence, and Head of Private Markets Solutions across the Market Intelligence division.
As Head of Product for the Enterprise Solutions business, he is responsible for product strategy, design and execution for a portfolio of mission-critical enterprise solutions that power the workflows of buy-side, sell-side, and corporate clients. This portfolio includes products across Lending, Regulatory & Compliance, Capital Markets, Private Markets and Enterprise Data Management solutions.
As Head of Private Markets for Market Intelligence, he leads commercial and product strategy for a suite of software, data, and managed services offerings that provides fundraising and investor relations, deal sourcing, portfolio management, data management, and valuation and reporting capabilities to private markets clients.
Iyan joined S&P Global Market Intelligence from BlackRock, where he served as head of product for the portfolio management and compliance capabilities within the Aladdin® platform and previously led the Aladdin private markets strategic initiative which resulted in the acquisition of eFront and its integration into Aladdin® which led to the industry's first Whole Portfolio solution.
Prior to BlackRock, Iyan spent over a decade at Bloomberg, where he oversaw a wide range of products and businesses including Corporate Solutions, Equity Capital Markets, and Research Management Solutions. He was also the founding product leader for the Private Markets capabilities within the Bloomberg Professional® terminal.
Iyan holds an MBA from Cornell University, a Master's in International Public Policy from University College London, and a Bachelor's in Journalism from Far Eastern University.
S&P Global Market Intelligence
James Kwan
Director, Private Markets Commercial Strategy
James Kwan is responsible for the go-to-market strategy for our software, services and data capabilities for private markets.
Since joining the company in 2015, James has held multiple roles within the software business, including sales and business development, new industry growth, and product strategy.
James holds a degree in International Business from Loughborough University, UK.
S&P Global Market Intelligence
Jennifer Cotton
Managing Director, Private Credit, Third Point LLP
Joanna Marino
Vice President, PIMCO
Joanna Marino, Vice President at PIMCO
Bio coming soon.
S&P Global Market Intelligence
Jocelyn Lewis
S&P Global Market Intelligence
Managing Director, Head of Private Credit, iLEVEL
Jocelyn has responsibility for the go-to-market strategy for iLEVEL Credit within S&P Global Market Intelligence.
Jocelyn leads the credit strategy globally for our private markets portfolio monitoring platform, iLEVEL, and co-hosts our Private Markets 360o podcast. In this role, Jocelyn leads strategic initiatives in collaboration with product, sales and client engagement to ensure we are innovating to support future market and client needs. Previously, Jocelyn held roles including global head of private credit strategy for WSO, our loan administration and loan agency solution, as well as regional head of our private valuation services.
Jocelyn joined S&P Global in 2016 with 15 years of asset management experience across private credit, direct lending, asset-based finance, special situations, and private equity. This experience includes eight years at Fortress Investment Group as a Vice President of Asset Management in the Credit Funds. Jocelyn managed middle market direct loans and asset-based finance investments and focused on restructuring distressed investments stemming from the 2008 financial crisis. Jocelyn also worked at D.B. Zwirn & Co. focusing on asset management and Wells Fargo Capital Finance, where she was part of the asset-based lending portfolio management and audit teams.
Jocelyn holds a Bachelor of Business Administration from the University of Miami.
S&P Global Market Intelligence
John Barneson
Head of Enterprise Solutions
John is responsible for the Enterprise Solutions segment, which delivers critical industry platforms in the loans, derivatives, fixed income, equities, and municipal markets, as well as software, services, and data solutions for lending, private and capital markets, corporate actions, regulatory reporting, tax, risk and compliance, enterprise data management, order management, and investor relations intelligence. John is also a board member for OSTTRA, our post trade joint venture with the CME Group.
Before joining S&P Global, John held leadership positions in technology and finance in Europe and the United States. At Rauxa (now Publicis) John was responsible for global strategy, technology, data science, analytics, media, finance, and operations. He previously served as a managing director with Bay Capital, leading the M&A advisory business for companies in the wireless, energy, cloud computing, e-commerce, software, and marketing sectors. John also held leadership positions in cloud computing and marketing and is a former marketing and communications board member at the Entrepreneur's Foundation. John is an active supporter of the Children’s Diabetes Foundation and the Barbara Davis Center. He holds a Bachelor of Arts in Economics from Stanford University.
S&P Global Market Intelligence
John LaVecchia
Head of Sales for Enterprise Solutions, S&P Global
S&P Global Market Intelligence
Jon Herrick
Chief Product Officer, NYSE Group
S&P Global Market Intelligence
Jonathan Insull
Chief Investment Officer, Nassau Global Credit
S&P Global Market Intelligence
Joseph Maietta
Senior Manager, Warburg Pincus
S&P Global Market Intelligence
Kayla Brock
VP, Maranon Capital
S&P Global Market Intelligence
Kelly McGeehan
SVP, Head of Markets, Enterprise Solutions
S&P Global Market Intelligence
Kevin Guy
Head of Managed Data Services for Private Markets
S&P Global Market Intelligence
Kevin Schneider
VP, New Mountain Capital
S&P Global Market Intelligence
Kieran Gallagher
Executive Director, EDM Product Management
Kieran Gallagher is executive director, product management, for Enterprise Data Management (EDM) at S&P Global Market Intelligence.
Kieran is responsible for the technology roadmap and functional direction of the EDM platform in the public and private asset management verticals. He oversees a global team of subject matter experts and business analysts who develop new vertical solutions for the data aggregation, quality management and information distribution functions. Prior to assuming the product management role for EDM, Kieran ran the solution engineering teams at CoreOne Technologies and DST Global Solutions.
He holds a Bachelor of Arts in Political Science from the University of Connecticut, US.
Corebridge Financial
Kris Branam
Corebridge Financial
Head of Business Technology for the Private Credit Group
S&P Global Market Intelligence
Kristin Oeste
Head of Americas Corporate Access, Jefferies
S&P Global Market Intelligence
Lansing Gatrell
Head of Research Sales and Trading
S&P Global Market Intelligence
Lynn Tyson
Executive Director, Investor Relations, Ford Motor Company
S&P Global Market Intelligence
Madhu Ramu
S&P Global Market Intelligence
Head of Product, Software Solutions
Madhu Ramu is responsible for managing the data strategy, product, and global operations for the Corporate Actions solutions suite comprising enterprise technology and managed services for corporate actions. His responsibilities also include managing the data strategy for the Global Markets Group.
S&P Global Market Intelligence
Mark Messier
Former New York Rangers Center, Hall of Famer, 6-Time Stanley Cup winner,and 15-Time NHL All-Star
S&P Global Market Intelligence
Mark Pellegrino
CEO, CorpAxe
S&P Global Market Intelligence
Matthias Gebhardt
CTO Group Asset Management, Swiss Re
BNY
Michael Demissie
BNY
Head of Applied AI and Practice
S&P Global Market Intelligence
Neal Prunier
Managing Director, Industry Affairs, ILPA
S&P Global Market Intelligence
Rick Kushel
Co-Founder and Managing Partner, Fintop Capital Session
S&P Global Market Intelligence
Rinesh Patel
Global Head of Industry, Financial Services, Snowflake
S&P Global Market Intelligence
Robert Roley
Partner, TPG
S&P Global Market Intelligence
Rony Ma
Managing Director, KKR
S&P Global Market Intelligence
Ruben Falk
S&P Global Market Intelligence
Head of Generative AI & Machine Learning, Capital Markets, AWS
S&P Global Market Intelligence
Ruth Yang
Global Head of Private Market Analytics & Thought Leadership
S&P Global Market Intelligence
Sam O’Neil
Portfolio Analytics, ICONIQ Capital
S&P Global Market Intelligence
Samantha Gibson
S&P Global Market Intelligence
Managing Director, Co-Head of Product, Enterprise Solutions
S&P Global Market Intelligence
Scott Rosen
Partner, Ares Credit Group
S&P Global Market Intelligence
Sharad Dutta
CTO, Global Credit, Carlyle
S&P Global Market Intelligence
Steven Moreno
Director Global Research and Data Services, Capital Group
S&P Global Market Intelligence
Stuart Mayer
Managing Director (Finance), Insight Partners
S&P Global Market Intelligence
Tereza Nemessanyi
Director, Venture Capital and Private Equity, Microsoft
S&P Global Market Intelligence
Troy Unell
Head of Capital Markets, Antares Capital
S&P Global Market Intelligence
Tyler Kamps
Head of Investor Services, Hamilton Lane
2023 Wrap Up
2023 Interviews with our Experts
John Conway
Director, Pre-Sales Engineering,
Software Solutions, S&P Global Market Intelligence
Jocelyn Lewis
Vice President, Commercial Strategy, Head of Private Debt, Software Solutions,
S&P Global Market Intelligence
Chris Sparenberg
Director, Commercial Strategy,
Software Solutions, S&P Global Market Intelligence
Iyan Adewuya
Head of Product, Software Solutions,
S&P Global Market Intelligence
Zion Hilelly
Head of Operations & Managed Services,
Software Solutions, S&P Global Market Intelligence
Jamie Penniman
Head of Commercial Strategy,
Software Solutions, S&P Global Market Intelligence
Devendra Bhudia
Head of Product, Enterprise Data Management (EDM), Software Solutions, S&P Global Market Intelligence
