Adriana Ballard is the Director of Asset Owner Solutions at Nasdaq. Previously, she worked at Private Equity Portfolio Manager at Employees Retirement System of Texas (ERS), a public pension fund with $34 billion in assets under management, and was with ERS for 14 years. In addition, she worked at Goldman Sachs as a Senior Client Analyst for Private Wealth Management, serving Latin American clients on a variety of investment strategies including Alternative Assets. Ms. Ballard began her career at Citibank Worldwide Security Services implementing custody and institutional services to international investors. She has a Bachelor of Science from Universidad de Los Andes (Bogota), a PgDip for Universidad del Rosario (Bogota) in International Business and a MBA from IE Business School.

Michael founded Pomona Capital in 1994 and is responsible for strategic planning, capital and executive management. He has 31 years of private equity experience. Prior to founding Pomona, Mr. Granoff served as President of partnerships organized to purchase secondary interests in private equity funds and as a Director of a number of private companies engaged in health care, manufacturing, and financial services while President of Golodetz Ventures and Vice President of TEI Industries.

Prior to his business career, Mr. Granoff served on the staff of the U.S. House of Representatives Appropriations Subcommittee on Foreign Operations. He was a member of the 1992 Presidential Transition Team for the Department of the Treasury. Mr. Granoff was appointed by President Clinton to the Board of the Albanian-American Enterprise Fund, a U.S. government-sponsored private sector development initiative, where he serves as Chairman. He is also Chairman of the Albanian American Development Foundation, the largest non-profit organization in Albania. Mr. Granoff is a recipient of The Order of Skanderbeg Medal and The Order of Mother Teresa Medal from the President of Albania. Mr. Granoff is a member of the Council on Foreign Relations and is a Director of the Grameen Bank U.S. He has been a Guest Lecturer at the Harvard Business School and the Wharton School of Business. Mr. Granoff received a JD from Georgetown University and a BA from the University of Pennsylvania.

Mr. Haggerty joined Meketa Investment Group in 1996 and has been in the financial services industry since 1993. Mr. Haggerty carries consulting, management, and research responsibilities. He chairs the firm’s Private Markets Policy and Research Committees, which has overseen the deployment of over $35 billion in client commitments since 2000. The Committees govern client portfolio management, commitment pacing, strategic policy, and approval of individual investments. Mr. Haggerty is also a member of the firm’s Private Equity, Private Debt, and Real Assets Teams. In addition, he founded the firm’s ESG Investing Committee and is a member of the Operational Due Diligence Committee.

Mr. Haggerty became a Chartered Financial Analyst® charterholder in 1998 and is a member of the CFA Institute and the CFA Society Boston. He serves on the Advisory Board of numerous buyout and venture capital limited partnerships.

Mr. Haggerty held previous positions at IBC/Financial Data and The Boston Company. He is a graduate of Cornell University.

Sharmila (Shar) Kassam is Chief Operating Officer of the newly formed Nasdaq Asset Owner Solutions. In this position, she is responsible for connecting with institutional investors around the world to grow the solution’s client base and further pursue Nasdaq’s mission of helping institutional investors achieve their investment objectives through innovative technology and insights.

Kassam has a wealth of experience in institutional investing and a unique asset owner perspective garnered from years of leadership positions at institutional investors, investment business think tanks and on investment firm board seats. Most recently, she served as executive director of the AIF Institute, an independent economic think tank focusing on institutional investment policy. Kassam also served as the Deputy Chief Investment Officer for the Employees Retirement System of Texas. There she led investment planning and strategy by co-managing a nearly $30 billion multi-asset class portfolio. She served that organization for more than 11 years in positions of increasing responsibility, including serving on the investment committees and conducting due diligence for manager recommendations in public equity, private equity and hedge funds.

Kassam holds a BBA in accounting with honors from the University of Texas at Austin and a J.D. from the University of Texas Law School.

Scott Kefer is a senior portfolio specialist for VictoryShares and utilizes his 24 years of active management expertise to focus on the continued growth of the firm’s rules-based and custom investment solutions. He supports the firm’s sales efforts by providing strategic beta insights and education to professional investors and clients. In addition to his role with VictoryShares, Mr. Kefer is a senior portfolio manager for NewBridge Asset Management, a Victory Capital investment franchise, and a member of the NewBridge Large Cap Growth portfolio management team.

He joined Victory Capital in 1999 with six years of prior investment experience. Previously, he held a similar position in the Campbell, Cowperthwait division of U.S Trust Company.

Mr. Kefer holds a Bachelor of Science in business management from Skidmore College and is a CFA charterholder.

Jill Malandrino, Global Markets Reporter, is the host of #TradeTalks and regularly reports from the Nasdaq MarketSite, Nasdaq PHLX Trading Floor and industry conferences.

Prior to joining Nasdaq, Jill was the Product Development Manager for The Street's OptionsProfits where she reported from the Nasdaq, NYSE, Chicago Board of Trade, CBOE and NYMEX trading floors. She was formerly on the institutional equity trading desks of Prudential Equity Group and H.C. Wainwright. Her 15 years of experience on Wall Street give her the insight to facilitate meaningful conversations with industry leader.

As Co-Chief Investment Officer of RegentAtlantic, Paul brings more than 25 years of experience as an investment professional who has managed all aspects of multi-asset portfolios, with an emphasis on private investments.

Previously, Paul served as Chief Investment Officer at Hillview Capital from 2016 to 2019 when the firm combined with RegentAtlantic. Prior to this, Paul spent 3 years as Chief Investment Officer of Guss & Co., a substantial single-family office located in New York and Florida. From 2003 through 2012, Paul served as Chief Investment Officer of Robeco-Sage Capital Management (subsequently Arden-Sage after it was acquired), a $2 billion multi-strategy hedge fund-of-funds manager. Paul began his financial career at General Motors, where he spent almost a decade working at both the Treasurers Office and General Motors Asset Management, a $90 billion pension manager.

Paul holds an M.B.A. in Finance and International Business from Columbia Business School and a B.S.B.A. in Finance from Georgetown University. Paul is a Chartered Financial Analyst. He lives in Westchester County, NY.

Jon leads Three Bell’s efforts to provide comprehensive wealth management services to the entrepreneurial community. This includes assisting families develop a plan for their wealth which incorporates asset management, estate planning, tax strategy, insurance coverage, and lending, and coordinating those efforts across our clients' network of professional advisors.

Jon also works closely with Three Bell's corporate retirement plan division to help companies establish and manage 401(k), cash balance, and deferred compensation plans. Finally, for clients seeking private company liquidity, Jon works as a representative of a FINRA-registered broker dealer to facilitate private stock transactions.

Prior to co-founding Three Bell, Jon was a Financial Advisor at Smith Barney (later acquired by Morgan Stanley), and before that was a Global Licensing Manager at Apple. Jon holds a B.A. from the University of Washington, and a J.D. from the Santa Clara School of Law. Jon is a licensed attorney in the state of California, and is currently in the process of completing his Certified Private Wealth Advisor designation through Yale University.

Bruno Ramos de Sousa is the Head of Global Expansion at Hashdex. He joined Hashdex after working at Veirano Advogados, where he headed the Fintech practice. Previously, he worked in the Capital Markets practice at Davis Polk & Wardwell, in New York. He has over two decades of experience working in the corporate practices of international law firms, in M&A, equity and bond offers, and other transactions totaling several billion USD, with recognitions from Chambers & Partners and other law firm directories for his Corporate/M&A work, and was recognized in 2018 by Who’s Who Legal as a Leading Individual in Fintech. Mr. Sousa has an LLB from the Universidade de São Paulo and completed the Fintech Programme at Oxford University’s Saïd School of Business.

Tyrone Ross is the CEO and Co-founder of Turnqey Labs, Inc. and President and Founder of 401 Financial, a registered investment adviser. Formerly as the CEO and Co-founder of Onramp Invest he raised $7M in venture capital from Gemini’s Frontier Fund, Coinbase Ventures, SoftBank’s Opportunity Fund and others. He has been recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. FinancialPlanning.com named him as one of 20 people who will change wealth management in 2020. He was recently named as Investopedia’s Top 100 financial advisors, Think Advisor’s 2021 IA25: VIP’s Pushing Advisors Forward, and most recently acknowledged as one of Barron’s 10 people to watch in wealth management in 2022.

Parker Roy is the Chief Revenue Officer at Axxes Capital where he is dedicated to developing and implementing Axxes’ strategic growth plans and responsible for all aspects of driving revenue to the company. This involves all client-facing matters, sales & distribution matters, vendor management, channel marketing, strategic partnerships and more.

Mr. Roy has over 27 years of industry experience in overseeing all areas of distribution associated with wealth management. Prior to joining Axxes Capital, Mr. Roy was Managing Director at Brookfield OakTree Wealth Solutions, where he was responsible for co-leading the distribution teams of Brookfield's Public Securities, Private Funds and OakTree's Private Wealth distribution.

Previously, Mr. Roy served as Senior Managing Director and Head of Distribution for Cushing Asset Management ("Cushing"), where he led the firm's entire sales and distribution efforts.

Prior to Cushing, Mr. Roy had an extensive 15-year career at Morgan Stanley where he served from 2008 - 2010 as Executive Vice President and National Business Development Director for the Morgan Stanley Smith Barney platform (leading the build-out of the firm's non-discretionary fee based advisory platform resulting in over $100 billion in assets under management). From 2005 - 2008, Mr. Roy served as Smith Barney's Regional Business Development Director for the Southern Region supporting over 4,000 financial advisors. From 1995 - 2005, Mr. Roy served as a financial consultant for Smith Barney.

Mr. Roy has an MBA from Tulane University’s AB Freeman School of Business, a BA in Economics from Rollins College, and a Certificate of Leadership from the University of Virginia’s Darden School of Business.

William advises families and individuals on financial planning, tax planning and investment management. He co-chairs the Firm’s Financial Planning Committee where he’s responsible for apprising the Firm on best practices in the areas of tax and estate, among other financial planning areas.

William graduated from Yale University with a degree in Ecology and Evolutionary Biology. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2019. Prior to joining RegentAtlantic, he was a production assistant at NFL Films and worked on projects such as Hard Knocks and Inside the NFL. He also spent a season playing professional football in Paris, where he coached and mentored youth football teams. He enjoys traveling, learning languages, reading, volunteering, and investing.