
Overview
The J.P. Morgan / Robin Hood Investors Conference features investable insights and actionable ideas. Hear from leaders in investing, tech, business, and policy in a variety of formats, including fireside chats, panels, and pitches. 100% of your ticket purchase will support Robin Hood's critical poverty-fighting work in New York City. Early bird tickets for the 2025 conference are now on sale. Reserve your spot today!
Date & Time
October 15, 2025
Location
Spring Studios (50 Varick St, New York, NY)
Agenda
Explore this year's scheduled panels, chats, and pitches. Speakers marked with an asterisk (*) are joining us virtually.
Download AgendaTime
Session Title Session Title & Speaker
Speaker
9:00 AM
Welcome
9:05 AM
Eye on the Market
Michael Cembalest, JPMorganChase
9:30 AM
Private Credit Panel
Michael Arougheti, Ares Management
Marc Lipschultz, Blue Owl Capital
Moderator: Kristin Kallergis Rowland, JPMorganChase
10:00 AM
Fireside Chat
Roger W. Ferguson, Jr.
Interviewer: Natalia Chefer, The D. E. Shaw Group
10:30 AM
Fireside Chat
Jamie Dimon*, JPMorganChase
Interviewer: Coming Soon!
11:00 AM
Morning Break
11:15 AM
Best Idea
Lauren Taylor Wolfe, Impactive Capital
11:25 AM
Best Idea
Michael Buckley, Duquesne Family Office
11:35 AM
AI Panel: Investor View
Brad Gerstner, Altimeter
Andrew Homan, Maverick Silicon
Josh Wolfe, Lux Capital
Moderator: Chase Coleman, Tiger Global
12:05 PM
Best Idea
12:15 PM
Lunch
1:15 PM
Welcome Back
1:20 PM
Best Idea
Larry Robbins, Glenview Capital Management
1:30 PM
Deep Dive on Stablecoins
Umar Farooq, JPMorganChase
Jeremy Fox-Geen, Circle Internet Group
Timothy G. Massad, Harvard Kennedy School
Christine Moy, Apollo
Moderator: Mike Novogratz, Galaxy Digital
2:00 PM
Fireside Chat
Dario Amodei*, Anthropic
Interviewer: Paul Tudor Jones II, Tudor Investment Corporation
2:30 PM
Trends and Opportunities in Healthcare
Senai Asefaw, MD, Paradigm BioCapital Advisors
Aaron Weiner, Atlantic Wolf Capital
Moderator: Larry Robbins, Glenview Capital Management
3:00 PM
Afternoon Break
3:15 PM
Surprise Session!
3:30 PM
Best Idea
Angela Aldrich, Bayberry Capital Partners
3:40 PM
Best Idea
Jack Woodruff, Candlestick Capital
3:50 PM
Betting on the Future
Shayne Coplan, Polymarket
Interviewer: Boaz Weinstein, Saba Capital
4:20 PM
Fireside Chat
Ken Griffin, Citadel
Interviewer: Erik Schatzker, Bloomberg
4:55 PM
Closing Remarks
Richard R. Buery, Jr., Robin Hood
5:00 PM
Post-Conference Cocktail Hour
Featured Speakers
Learn more about our amazing slate of speakers for this year's Investors Conference. Speakers marked with an asterisk (*) are joining us virtually.
Angela Aldrich
Founder & Portfolio Manager
Bayberry Capital Partners
Angela Aldrich
Founder & Portfolio Manager
Bayberry Capital Partners
Angela is the Managing Partner and Portfolio Manager of Bayberry Capital Partners, which she founded in 2019. Angela brings almost 20 years of professional investment experience to Bayberry. Immediately prior to founding Bayberry, Angela spent almost six years at Blue Ridge Capital, where she was a Managing Director and worked directly for John Griffin, the firm’s Founder and Portfolio Manager. Before Blue Ridge, Angela worked as an investment professional at Scout Capital. She started her career in the investment banking division of Goldman Sachs and, from there, was recruited to be the first associate at BDT Capital, a private equity firm with a broad mandate (including public equities) by the firm’s founder, Byron Trott. Angela holds a B.S. in Economics from Duke University and an MBA from the Stanford Graduate School of Business.
Dario Amodei*
CEO
Anthropic
Dario Amodei*
CEO
Anthropic
Dario Amodei is the CEO of Anthropic, an AI research company. Anthropic is a public benefit corporation dedicated to building steerable AI systems that people can rely on, and generating research about the opportunities and risks of AI. Claude is Anthropic's AI assistant for tasks at any scale, and is based on Anthropic’s research into training helpful, honest, and harmless AI systems.
Previously, Dario served as Vice President of Research at OpenAI, where he led the development of large AI language models like GPT-2 and GPT-3. He is also the co-inventor of reinforcement learning from human feedback, the technique that powers conversational AI systems like ChatGPT and models created by Anthropic. Before joining OpenAI, Dario worked at Google Brain as a Senior Research Scientist.
Dario earned his doctorate in biophysics from Princeton University as a Hertz Fellow, and was a postdoctoral scholar at the Stanford University School of Medicine
Michael Arougheti
Co-Founder and CEO
Ares Management
Michael Arougheti
Co-Founder and CEO
Ares Management
Michael Arougheti is Co-Founder, Chief Executive Officer and Director of Ares Management Corporation, a leading global alternative investment manager. Prior to joining Ares in 2004, Mr. Arougheti was a Managing Partner of the Principal Finance Group of RBC Capital Partners. He previously held roles at Indosuez Capital and Kidder, Peabody & Co. Mr. Arougheti serves as the Chair of the Ares Charitable Foundation Board of Directors and is on the Governing Board of Directors of Operation HOPE. He is also a member of the Leadership Council for PATH, an international nonprofit global health organization. Mr. Arougheti is a co-owner of Major League Baseball’s Baltimore Orioles. He received a B.A. in Ethics, Politics and Economics, cum laude, from Yale University.
Senai Asefaw, MD
Founder & Chief Investment Officer
Paradigm BioCapital Advisors
Senai Asefaw, MD
Founder & Chief Investment Officer
Paradigm BioCapital Advisors
Senai Asefaw, MD, is the Founder and Chief Investment Officer of Paradigm BioCapital Advisors LP, a fundamental equity long/short hedge fund dedicated to the innovative biotechnology subsector of healthcare. He founded Paradigm in 2020, drawing on his dual background as a physician and biotech investor. Previously, he was a Director at Avoro Capital Advisors, an Attending Physician at Yale New Haven Hospital, and an Assistant Clinical Professor of Medicine at the Yale University School of Medicine. Senai earned his B.A. from Harvard University, his MD from the Yale School of Medicine, and his MBA from the Yale School of Management.
Michael Buckley
Portfolio Manager & Managing Director
Duquesne Family Office
Michael Buckley
Portfolio Manager & Managing Director
Duquesne Family Office
Michael Buckley is a Portfolio Manager and Managing Director at Duquesne Family Office. He invests primarily in public and private equities while overseeing a team of analysts. Prior to joining Duquesne in 2015, Michael was an Associate at the investment firms CPMG and Bain Capital. Michael graduated from Harvard with a degree in Applied Mathematics, summa cum laude and Phi Beta Kappa.
Richard R. Buery, Jr.
CEO
Robin Hood
Richard R. Buery, Jr.
CEO
Robin Hood
Born and raised in Brooklyn and the son of Panamanian immigrants, Richard R. Buery, Jr. is CEO of Robin Hood, a leading anti-poverty organization that builds, fuels, and advocates for the most impactful organizations and strategies advancing economic opportunity in New York City.
Earlier in his career, Buery served as Deputy Mayor of NYC, where he managed a dozen City agencies and was the architect of Pre-K for All, the City’s commitment to provide free, full-day, high-quality Pre-Kindergarten to every four-year-old. Under his leadership, NYC increased enrollment by 50,000 children in just 18 months. Before Robin Hood, he led Achievement First Charter Schools and managed policy and public affairs for KIPP, the nation’s largest charter school network. Earlier, he co-founded iMentor, which matches high school students with mentors to guide them through college, and served as CEO of the Children’s Aid Society, one of the country’s oldest and largest child welfare agencies, where he founded the Children’s Aid College Prep Charter School. He began his career as a law clerk on the Second Circuit and as an attorney at the Brennan Center.
A life member of the Council of Foreign Relations and a Fellow of Pahara and the British American Project, Buery serves on several nonprofit boards and public commissions and is a Public Service Fellow at NYU Wagner. He has also taught at Yale, Baruch, NYLS, and NYU Tandon. A graduate of Yale Law and Harvard College and a recipient of the Ellis Island Medal of Honor, Buery lives with his wife and sons in Manhattan.
Michael Cembalest
Chairman of Market and Investment Strategy
JPMorganChase
Michael Cembalest
Chairman of Market and Investment Strategy
JPMorganChase
Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, a global leader in investment management and private banking with 4.3 trillion of client assets under management worldwide as of July 2025. He is responsible for leading the strategic market and investment insights across the firm’s Institutional, Funds, and Private Banking businesses.
Mr. Cembalest is a member of the J.P. Morgan Asset & Wealth Management Investment Committee and previously served on the Investment Committee for the J.P. Morgan Retirement Plan for the firm’s 256,000+ employees.
Mr. Cembalest was most recently Chief Investment Officer for the firm’s Global Private Bank for eight years. He was previously head of a fixed income division of Investment Management, with responsibility for high grade, high yield, emerging markets, and municipal bonds. Before joining Asset Management, Mr. Cembalest served as Head Strategist for Emerging Markets Fixed Income at J.P. Morgan Securities. Mr. Cembalest joined J.P. Morgan in 1987 as a member of the firm’s Corporate Finance division.
Mr. Cembalest earned an M.A. from the Columbia School of International and Public Affairs in 1986 and a B.A. from Tufts University in 1984.
Natalia Chefer
Managing Director
The D. E. Shaw Group
Natalia Chefer
Managing Director
The D. E. Shaw Group
Natalia Chefer is a managing director of D. E. Shaw & Co., L.P. and heads the firm’s Discretionary Macro trading unit. Ms. Chefer manages portfolio construction and risk for the unit’s investments and oversees its trading activities. She previously served as a rotating member of the D. E. Shaw group’s Risk Committee. Ms. Chefer joined the D. E. Shaw group in 2001 and was initially a trader in the firm’s Corporate Credit investment unit, before focusing on trading currencies and emerging markets within the Discretionary Macro unit. She earned a joint bachelor of commerce degree in economics and finance, with first class honors, from McGill University, and received an M.S. in public financial policy from the London School of Economics and Political Science. Ms. Chefer serves on the board of trustees of the Brooklyn Academy of Music.
Shayne Coplan
Founder & CEO
Polymarket
Shayne Coplan
Founder & CEO
Polymarket
Shayne Coplan is the Founder and CEO of Polymarket, the largest decentralized prediction market. A leading figure in the crypto and blockchain ecosystem, Shayne has been active in the Ethereum community since 2014. Under his leadership, Polymarket has attracted significant global attention for enabling users to trade on the outcome of real-world events, including major political elections and market trends.
Jamie Dimon*
Chairman and Chief Executive Officer
JPMorganChase
Jamie Dimon*
Chairman and Chief Executive Officer
JPMorganChase
Jamie Dimon is Chairman and CEO of JPMorganChase a global financial services firm with assets of $4.0 trillion. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, payments and asset management. Dimon became CEO on January 1, 2006 and one year later also became Chairman of the Board. He was named President and Chief Operating Officer upon the company’s merger with Bank One Corporation on July 1, 2004. Dimon joined Bank One as Chairman and CEO in 2000. Dimon began his career at American Express Company. Next, he served as Chief Financial Officer and then President at Commercial Credit, which made numerous acquisitions and divestitures, including acquiring Primerica Corporation in 1987 and The Travelers Corporation in 1993. Dimon served as President and Chief Operating Officer of Travelers from 1990 through 1998 while concurrently serving as Chief Operating Officer of its Smith Barney Inc. subsidiary before becoming co-Chairman and Co-CEO of the combined brokerage following the 1997 merger of Smith Barney and Salomon Brothers. In 1998, Dimon was named President of Citigroup Inc., the global financial services company formed by the combination of Travelers Group and Citicorp. Dimon earned his bachelor’s degree from Tufts University and holds an MBA from Harvard Business School. He serves on the boards of directors of a number of non-profit institutions including the Business Roundtable, Bank Policy Institute and Harvard Business School. Additionally, he serves on the executive committee of the Business Council and the Partnership for New York City, and is a member of the Financial Services Forum and Council on Foreign Relations.
Umar Farooq
Co-Head of Global Payments
JPMorganChase
Umar Farooq
Co-Head of Global Payments
JPMorganChase
Umar Farooq is the Co-Head of the Global Payments division at J.P. Morgan, which oversees the secure and efficient movement of funds for organizations worldwide. It is the largest processor of USD payments, with daily transaction volume exceeding $10 trillion.
Previously, Umar served as the Global Head of Financial Institution Payments and CEO of Kinexys by J.P. Morgan (formerly Onyx), where he leveraged cutting-edge technologies like blockchain to develop innovative products, platforms, and marketplaces. Prior to that, he held various leadership roles in Wholesale Payments, Innovation and Chase Business Banking.
Umar holds B.S. degrees in Computer Science and Economics, and an M.Eng. in Computer Engineering from MIT. He received his J.D. from Yale Law School. He is a member of the NY Bar.
Roger W. Ferguson, Jr.
Roger W. Ferguson, Jr.
Roger W. Ferguson, Jr., is the Steven A. Tananbaum Distinguished Fellow for International Economics at the Council on Foreign Relations. Mr. Ferguson is honored to be included in The Wall Street Journal’s first annual “250 Most Influential & Effective Directors” list. He is the Immediate Past President and CEO of TIAA. He is currently the Chief Investment Officer at the incubation firm Red Cell Partners, where he is a Director and the Chairman of the Investment Committee, and serves as the Executive Chairman of Andalusian Credit Partners.
Prior to joining TIAA, Mr. Ferguson was head of financial services for Swiss Re and Chairman of Swiss Re America Holding Corporation. Mr. Ferguson was also the Vice Chairman of the Board of Governors of the U.S. Federal Reserve System. He began his career as an attorney at the New York City office of Davis Polk & Wardwell and was an associate and Partner at McKinsey & Company.
Mr. Ferguson is a member of the Smithsonian Institution’s Board of Regents and a fellow of the American Academy of Arts & Sciences. He serves on the boards of Alphabet, Inc. and Corning, Inc. Additionally, Mr. Ferguson serves on the boards of the Institute for Advanced Study, the Memorial Sloan Kettering Cancer Center, and other non profit organizations, as well as those of various private fintech companies. Mr. Ferguson earned a B.A., J.D., and Ph.D. in Economics, all from Harvard University.
Jeremy Fox-Geen
Chief Financial Officer
Circle Internet Group
Jeremy Fox-Geen
Chief Financial Officer
Circle Internet Group
Jeremy Fox-Geen is Chief Financial Officer of Circle, a global financial infrastructure company and the issuer of USDC, the leading regulated dollar stablecoin with $56B in circulation. He leads Circle’s financial control, operations, and treasury, as well as its corporate development, FP&A, investor relations, and tax functions. He leads the core liquidity and reserve management infrastructure of USDC.
Jeremy was previously Chief Financial and Operating Officer of two real estate finance companies: iStar and Safehold. Prior, he served as CFO of McKinsey & Co. North America, where he led financial consulting, helping clients craft compelling strategies, accelerate go-to-markets, build effective and efficient organizations, manage risk, and create enduring value. His previous roles include Banking Strategy Leader (PwC), Finance Transformation Leader (Citi), and Investment Banker (JPMorgan). He holds a B.A. and M.A. in mathematics and philosophy from the University of Oxford.
Brad Gerstner
Founder & CEO
Altimeter
Brad Gerstner
Founder & CEO
Altimeter
Brad Gerstner is the Founder and CEO of Altimeter, a leading tech investment firm known for taking large, long-term positions in early super cycle public winners including Google, Facebook, and Nvidia. A former lawyer and serial founder, Brad has backed over 100 IPOs and twice earned a spot on the Forbes Midas List. He’s a notable tech and investing commentator on CNBC, X, and the BG2 Podcast. In 2025, his Invest America Act—providing $1,000 S&P 500 accounts to every newborn—was signed into law to align every citizen with the upside of capitalism. A public policy advocate and former Deputy Secretary of State of Indiana, Brad is also partnering with Stanford on a moonshot to reduce heart attack deaths by 100,000 annually.
Ken Griffin
Founder & CEO
Citadel
Ken Griffin
Founder & CEO
Citadel
Andrew Homan
Managing Partner
Maverick Silicon
Andrew Homan
Managing Partner
Maverick Silicon
Before founding Maverick Silicon in 2024, Andrew C. Homan led Maverick Capital’s investments across the semiconductor, hardware, and software industries. Mr. Homan also serves as the Chairman of Maverick’s Growth Committee, as well as on the external boards of Coherent Global, SiMa Technologies, and TensorWave. Prior to joining Maverick in 2004, Mr. Homan was an Analyst in the Investment Banking Division, Financial Institutions Group at Goldman Sachs. Mr. Homan received his B.A. in Economics from Yale University, where he was a member of the heavyweight crew team.
Paul Tudor Jones II
Co-Chairman and CIO
Tudor Investment Corporation
Paul Tudor Jones II
Co-Chairman and CIO
Tudor Investment Corporation
Paul Tudor Jones II is founder, Co-Chairman, CIO, and the controlling principal of Tudor Investment Corporation, engaged in trading across global fixed income, equity, currency and commodity markets for an international client base. His current philanthropic service includes among many others, Robin Hood, JUST Capital Foundation, The Everglades Foundation, African Community & Conservation Foundation, and the Advisory Board of the University of Virginia’s Contemplative Sciences Center. Jones holds a B.A. in Economics from the University of Virginia and was awarded an honorary doctorate from the University of Glasgow. He and his wife, Sonia, have four adult children.
Kristin Kallergis Rowland
Managing Director
JPMorganChase
Kristin Kallergis Rowland
Managing Director
JPMorganChase
Kristin Kallergis Rowland is the Global Head of Alternative Investments for JPMorganChase. Her team oversees more than $200 billion in alternative assets worldwide and advises private clients, endowments, and foundations on alternative investments in portfolios.
Kristin first joined JPMorganChase in the Chicago Private Bank office in 2008 before transitioning to New York in 2010 and working closely with the Global Investments Leadership team. She joined the Alternative Investments Group in 2013 and has held senior roles in London, leading Europe and the Middle East, before moving back to New York in 2017 to lead the U.S. business and becoming Global Head in 2020.
Kristin holds a B.S. in Finance from the University of Illinois at Urbana-Champaign, where she was the captain of the Division I Women’s Golf Team. Kristin and her husband, Henry, reside in Greenwich, CT and have two children.
Marc Lipschultz
Co-CEO
Blue Owl Capital
Marc Lipschultz
Co-CEO
Blue Owl Capital
Marc Lipschultz is a Co-Chief Executive Officer of Blue Owl Capital Inc. and a member of the firm’s board of directors. Marc also serves as a Co-Chief Investment Officer for each of the Blue Owl Credit Advisers. Previously, Marc co-founded Owl Rock Capital Partners, the predecessor firm to Blue Owl.
Prior to co-founding Owl Rock, Mr. Lipschultz spent more than two decades at KKR, serving as the Global Head of Energy & Infrastructure and on the firm’s Management Committee. Mr. Lipschultz has a range of experience in alternative investments, including leadership roles in private credit, private equity, and infrastructure. Prior to joining KKR, Mr. Lipschultz was with Goldman, Sachs & Co., where he focused on mergers and acquisitions and principal investment activities.
Mr. Lipschultz is involved with a variety of nonprofit organizations, serving on the boards of the American Enterprise Institute for Public Policy Research, Michael J. Fox Foundation, Mount Sinai Health System, Riverdale Country School, Stanford University Board of Trustees, and the 92nd Street Y.
Mr. Lipschultz earned his B.A. with honors and distinction, Phi Beta Kappa, from Stanford University and an M.B.A. with high distinction, Baker Scholar, from the Harvard Business School.
Timothy G. Massad
Director, Digital Assets Policy Project
Harvard Kennedy School
Timothy G. Massad
Director, Digital Assets Policy Project
Harvard Kennedy School
Timothy Massad is a Research Fellow at the Mossavar-Rahmani Center for Business and Government at the Kennedy School of Government at Harvard University, and the Director of the Center’s Digital Assets Policy Project. He is also a nonresident scholar at the Brookings Institution and a consultant on financial regulatory and fintech issues.
Mr. Massad served as Chairman of the U.S. Commodity Futures Trading Commission from 2014-2017. Under his leadership, the agency implemented the Dodd Frank reforms of the over-the-counter swaps market, harmonized many aspects of cross-border regulation, and was the first U.S. regulator to take action with respect to cryptocurrencies.
Previously, Mr. Massad served as the Assistant Secretary for Financial Stability of the U.S. Department of the Treasury. In that capacity, he oversaw the Troubled Asset Relief Program (TARP): the principal U.S. governmental response to the 2008 financial crisis. During his tenure, the Treasury recovered more on all the crisis investments than was disbursed. Mr. Massad was with the Treasury from 2009-2014 and served as a counselor to the Treasury Secretary.
Prior to his government service, Mr. Massad was a partner in the law firm of Cravath, Swaine & Moore, LLP. His practice included corporate finance, derivatives, and advising boards of directors. He managed the firm’s Hong Kong office from 1998-2002 and represented governments and corporations on transactions in China and throughout Asia.
Mr. Massad’s articles and podcasts on crypto and financial regulation can be found at Brookings as well as the Wall Street Journal, Barron’s, Bloomberg, and other outlets.
Mr. Massad received a J.D. from Harvard Law School and a B.A. from Harvard College.
Christine Moy
Partner, Head of Digital Assets, Data, and AI Strategy
Apollo
Christine Moy
Partner, Head of Digital Assets, Data, and AI Strategy
Apollo
Christine Moy is a Partner at Apollo, where she serves as Head of Digital Assets, Data, and AI Strategy. She leads Apollo’s efforts in digital asset innovation, where she focuses on investing in and partnering with companies transforming financial services while integrating blockchain technology into Apollo’s businesses. She also oversees the firm’s Enterprise Data Strategy, driving high-impact data initiatives, commercializing data products, and working across the firm to identify and implement the most promising use of AI to enhance decision-making and amplify team capabilities. Previously, Christine was a Managing Director at J.P. Morgan, where she led the Blockchain program, focusing on digital assets, tokenized payments, and decentralized identity. Earlier in her career at J.P. Morgan, she worked in Syndicated Loans, Securitized Products, Credit Risk, and Commodities. Christine holds a B.A. from Brown University.
Mike Novogratz
Founder / CEO
Galaxy Digital
Mike Novogratz
Founder / CEO
Galaxy Digital
Michael Novogratz is the Founder and CEO of Galaxy Digital, a diversified financial services firm dedicated to the digital asset, cryptocurrency, and blockchain technology industry. He was formerly a Partner and the President of Fortress Investment Group LLC and ran the Fortress Macro fund from 2002-2016. Prior to Fortress, Mr. Novogratz spent 11 years at Goldman Sachs, where he was elected Partner in 1998. He served on the New York Federal Reserve’s Investment Advisory Committee on Financial Markets from 2012-2015.
In recent years, Mr. Novogratz has made criminal justice reform the primary focus of his family’s foundation, Galaxy Gives. Mr. Novogratz served as the Chairman of The Bail Project and is a Founding Partner of REFORM Foundation. He has served as a Leadership Council member at Harvard Kennedy School’s Center for Public Leadership and sits on the boards of Hudson River Park Friends, Jazz Foundation of America, NYU Langone Medical Center, Princeton Varsity Club, and USA Wrestling. Mr. Novogratz earned a B.A. in Economics from Princeton University and served as a helicopter pilot in the US Army.
Larry Robbins
CEO
Glenview Capital Management
Larry Robbins
CEO
Glenview Capital Management
Larry Robbins is the CEO of Glenview Capital. Glenview drives performance through deep fundamental research and a long-term orientation with a philosophy to think and act like owners. Prior to founding Glenview, Larry spent six years as an analyst and partner at Omega Advisors on their US equity long/short team and began his career at Gleacher & Company, a merger and advisory boutique in New York.
Larry graduated with honors from the Wharton School and Moore School of the University of Pennsylvania in 1992, where he received his Bachelor of Science in Economics and Engineering, with majors in accounting, finance, marketing, and systems engineering. Larry became a Certified Public Accountant in 1991 in his then home state of Illinois.
Through their Robbins Family Foundation, Larry and his wife, Sarahmay, are active supporters of education reform both in New York City and on the national level. Larry serves as Chairman of the Board of Array Education and as a Board Member of KIPP New York, Zearn, and Relay Graduate School of Education.
Erik Schatzker
Editorial Director
Bloomberg
Erik Schatzker
Editorial Director
Bloomberg
Erik Schatzker is the Editorial Director of Bloomberg New Economy, the division of Bloomberg LP dedicated to exploring the intersection of trade, investment, and technology via live events and coverage across multiple platforms.
A seasoned journalist with three decades of experience, Erik has established himself as one of the premier interviewers and moderators in financial media, as well as a remarkably versatile storyteller. Erik also serves as an Editor-at-Large with Bloomberg Businessweek. Most recently, he co-wrote a cover profile of US Treasury Secretary Scott Bessent for the magazine's September issue.
Prior to taking on his current role in 2022, Erik was a longtime news anchor and interviewer on Bloomberg TV. He graduated from the University of Toronto and lives in Brooklyn.
Aaron Weiner
Founder / CIO
Atlantic Wolf Capital
Aaron Weiner
Founder / CIO
Atlantic Wolf Capital
Aaron Weiner is the Founder and CIO of Atlantic Wolf Capital, a New York-based alternative investment firm specializing in strategies in the healthcare and technology sectors to deliver superior risk-adjusted returns.
Prior to founding AWC, Mr. Weiner was a Partner and Managing Director at Coatue Management, where he served as Head of Healthcare. In 2022, he founded Coatue’s Tactical Solutions business with a $3 billion inaugural fund focused on structured capital solutions.
Prior to joining Coatue, Mr. Weiner held roles in Blackstone’s private equity business and Goldman Sachs & Co.’s healthcare investment banking group.
Mr. Weiner graduated magna cum laude from Cornell University with a B.S. in Applied Economics and Management. . He serves on the Leadership Council of Robin Hood, New York City’s largest poverty-fighting organization
Boaz Weinstein
Founder and Chief Investment Officer
Saba Capital
Boaz Weinstein
Founder and Chief Investment Officer
Saba Capital
Boaz Weinstein is the Founder and Chief Investment Officer of Saba Capital Management, L.P., an NYC-based, $5.9 billion hedge fund manager focused on credit-relative value strategies. Saba was founded in 2009 as a lift-out of the Deutsche Bank (“DB”) proprietary credit trading group. At Saba, Mr. Weinstein leads a team of 75 professionals.
In 2021, Risk.net named Saba as Hedge Fund of the Year. Saba’s closed-end fund activism strategy also earned it recognition as the Activist Hedge Fund Manager of the Year by Institutional Investor in 2023 and 2024.
Previously, Mr. Weinstein worked at DB for 11 years, and served his last eight years at the company as Managing Director (a title he achieved at age 27). Throughout his career, Mr. Weinstein had responsibility for proprietary trading and market making. In 2008, he became Co-Head of Global Credit Trading, overseeing 650 investment professionals.
Mr. Weinstein graduated from the University of Michigan, Ann Arbor, with a B.A. in Philosophy. He achieved the title of National Master in chess at age 16.
Lauren Taylor Wolfe
Managing Director
Impactive Capital
Lauren Taylor Wolfe
Managing Director
Impactive Capital
Lauren Taylor Wolfe is Co-Founder and Managing Partner of Impactive Capital, a $3 billion active impact investing firm. Impactive Capital helps companies allocate capital effectively and ethically to drive lasting sustainable, profitable, and valuable businesses. Before founding Impactive Capital, Lauren was a Managing Director at Blue Harbour Group, where she led investments in the technology, consumer, business, and healthcare services industries. Prior to that, she was a Portfolio Manager at SIAR Capital, where she invested in small capitalization public companies and private companies.
Lauren received an MBA from The Wharton School at University of Pennsylvania and a B.S. Magna Cum Laude from Cornell University. Lauren has served on several boards including those of Envestnet Inc and HD Supply, is on the Steering Committee of 30% Club, and is an Angel Member of 100 Women in Finance.
Josh Wolfe
Partner and Co-Founder
Lux Capital
Josh Wolfe
Partner and Co-Founder
Lux Capital
Josh Wolfe co-founded Lux Capital to support scientists and entrepreneurs who pursuealternative solutions to complex problems that can lead us into a brighter future. Josh is a Director at Aera Therapeutics, Cajal Neuroscience, Eikon Therapeutics, Impulse Labs, Kallyope, Osmo, and Variant Bio, and helped lead Lux Capital’s investments in Anduril, Echodyne, Planet, Hadrian, Osmo, and Resilience. He serves on the board of and is a founding investor in Kymeta, making cutting-edge antennas for high-speed global satellite and space communications. In 2008, Josh co-founded and funded Kurion, a nuclear waste clean up business using advanced robotics and state-of-the-art engineering and chemistry, which was later acquired for nearly $400 million. He previously held roles at Salomon Smith Barney and Merrill Lynch.
Josh is a columnist and editor with Forbes has advised on nanotechnology and emerging technologies at The White House and Capital Hill; is a lecturer at MIT, Harvard, Yale, Cornell, Columbia and NYU; and is a Westinghouse semi-finalist. He is a term member at The Council on Foreign Relations, a Trustee at the Santa Fe Institute, and Chairman of Coney Island Prep charter school. Josh grew up in Brooklyn and graduated from Cornell University with a B.S. in Economics and Finance.
Jack Woodruff
CIO
Candlestick Capital
Jack Woodruff
CIO
Candlestick Capital
Mr. Woodruff is the founder and Chief Investment Officer of Candlestick Capital Management (CCM), an investment fund focused on the consumer and consumer-technology sectors. Prior to founding CCM, Mr. Woodruff spent nine years as a Portfolio Manager at Surveyor Capital (Citadel), where he was named Partner in 2013. He holds an MBA from the NYU Stern School of Business and a B.S. in Accounting from the University of Southern California.
Mr. Woodruff and his wife, Samantha, serve on the National Board of Trustees of Thrive Scholars, a nonprofit dedicated to supporting high-achieving students from under-resourced communities in gaining admission to, and graduating from, top colleges prepared to realize their full career potential.