The Risk of Recession

Speakers

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  Nathaniel Baker

  Seeking Alpha

  Senior Editor

  Nathaniel Baker is a podcaster and editor focused on various investing subjects. He has over two decades’ experience covering financial markets. He started his career at Institional Investor Newsletters before moving to Bloomberg News in 2010. At Bloomberg he started the Hedge Fund Brief and later managed a team in Hong Kong. Since 2017 he has been active on a freelance basis, contributing to Forbes, Seeking Alpha and other publications while hosting his own podcast and creating other forms of content.

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  Mason Caldwell

  Neudata

  Business Development Manager

  Mason is a Business Development Manager at Neudata. Prior to working at Neudata, Mason spent over 3 years working at IHS Markit servicing clients across the buy and sell side with trading, regulatory and data led solutions. 

  Mason holds a BA in Philosophy, Politics and Economics from the University of Leeds. 

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  Melissa Franchi

  Morgan Stanley

  Global Head of Morgan Stanley’s AlphaWise Primary Research

   Melissa Franchi is the Global Head of AlphaWise Primary Research. She joined Morgan Stanley Equity Research in 2009 as part of the Software team and covered cybersecurity stocks from 2014-2020. Prior to Morgan Stanley, Melissa was a strategy consultant at Deloitte Consulting. Melissa holds an MBA from Harvard Business School and a BBA in Finance from Emory University, Goizueta School of Business.

• 

  Ryan Furey

  Premise

  Solutions Consultant

  Ryan Furey is a Rhode Island based technologist and product expert working as a
  Solutions Consultant at Premise. He brings years of experience leveraging emerging
  technologies to solve problems for both Commercial and Government clients. Ryan
  works with the Business Development team to articulate Premise’s global data-
  collection and real-time insight capabilities to prospective clients. When he’s not at his
  standing desk, he can be found surfing along the coast of Rhode Island or climbing ice
  and rock around greater New England.

• 

  Kate Higgins

  Premise

  Senior Business Development Executive

  Kate has over 16 years of Institutional Sales and Client Development experience selling a
  combination of products including data, research, software & analytics to a wide variety of
  financial services clients.
  Originally a Virginia native, Kate graduated from the University of Virginia with a BA in
  Government. She currently lives in Rumson, New Jersey, with her husband, three children and
  their dog named Bruce.

• 

  Dean Murphy

  Neudata

  Commercial Director - Data Provider Products

  Dean is responsible for leading, developing and expanding Neudata’s events programme.

  Having spent the last decade creating, building and scaling conference and content businesses within the FinTech and Energy sectors, Dean has worked with some of the most recognisable global brands on B2B events of all sizes. Dean co-founded two conference companies in 2013 and exited through acquisition in early 2020.

  Dean holds a BA Hons degree in Theatre and Performance Studies from Warwick University.

• 

  Nikolaj Schmidt, PhD

  T. Rowe Price

  Chief International Economist

  Nikolaj Schmidt is a Chief International Economist in the Fixed Income Division of T. Rowe Price. Prior to joining the firm in 2015, he worked as a director of Economic Research at Pharo Management. Schmidt also held positions at Goldman Sachs and the Danish Ministry of Finance. He earned a master's degree in finance and economics at the London School of Economics and a PhD in finance at the London School of Economics and Political Science

• 

  Katie Solovieva

  Morgan Stanley

  Executive Director

  Katie Solovieva is a Market Research analyst on Morgan Stanley’s AlphaWise Primary Research team, responsible for qualitative and quantitative market research analysis. She provides consultation services on market trends through the lens of the targeted decision-makers to both Morgan Stanley research analysts and investors. Katie joined Morgan Stanley in 2013 with more than 10 years of market research experience, most recently as Director of Business Insight at GfK. Katie graduated with honors from the Baruch Zicklin School of Business with a BBA in Finance.

• 

  John Toohey, CFA

  Two Centuries Investments

  Portfolio Manager

  • 24 years of institutional portfolio management experience. 32 years of financial services industry experience.
  • 2009 - 2019: Head of Equities at USAA Investments. Co-managed USAA Global Equity Income Fund. Served 10 years as an officer of the USAA Mutual Funds Trust.
  • 2003 - 2008: Managing Director, AIG Investments. Chief investment officer for AIG's U.S. pension fund.
  • 2000 - 2003: Vice President, AIG Investments. Responsible for investment risk management for over $400 billion in insurance and client assets.
  • 2020 – present: Assistant Professor of Practice, UTSA Alvarez College of Business. Teach one investment course per semester to undergraduates, 40% first generation, 70% underrepresented populations. Volunteer as faculty advisor for student summer internships.
  • 2020 – present: Volunteer Advisor, UTSA The Investment Society. Assist student organization, which offers student-led financial courses and manages a portfolio that funds micro loans for a rural community in Costa Rica.
  • 2020 – present: Investment Committee and Audit Committee, St. Luke’s Lutheran Health Ministries. Volunteer for non-profit foundation.
  • Bachelor of Arts degree in mathematics from Williams College. CFA Charter holder.