Kevin R. Coffin, CIPM is a Managing Director at Meradia with 28 years of expertise providing front-to-back office investment systems solutions for investment management, pension fund and insurance companies. He is an investment management operations transformation expert in investment accounting, data governance and management, performance measurement and reporting platforms. Kevin has in-depth experience with operations and investment accounting procedures for a broad range of investment securities including alternatives, derivatives and fixed income processing. He has successfully managed numerous large, complex IBOR, EDM, ABOR, and performance measurement systems related projects.

Tony leads the finance function within the investments department at CNA Financial, one of the largest U.S. Commercial Property and Casualty insurance companies.  His team’s responsibilities include oversight of investment income planning activities, performance reporting, portfolio analytics, investment modeling and management reporting deliverables for CNA’s $48b investment portfolio.  

Tony began his career with CNA in 2008.  Prior to joining the investments department in 2015, he held several roles in the corporate financial services area, including roles in GAAP reporting, Statutory reporting and accounting roles for various lines of business.  He received a B.S. in accounting from DePaul University and has passed all three levels of the CFA program.

David is the Vice President of Global Platform Engineering at Clearwater Analytics. In this role, he leads a global team responsible for the stability, scalability, and modernization of Clearwater’s SaaS platform. David is known as a visionary, energetic leader who builds and motivates high performing and highly engaged teams that consistently exceed expectations. With two decades of experience innovating the technology industry, David is helping build the Clearwater of tomorrow.

 Prior to joining Clearwater, David was Vice President of Product – Platforms at the independent investment advisor company, Financial Engines. His experience also includes First USA Bank and HP. David holds a BS in computer science from the University of Delaware and completed the Stanford Executive Program from the Stanford University Graduate School of Business.

David resides in Idaho with his wife and four children and enjoys the outdoors year round. Outside of work David is passionate about driving STEM education and seeing more children get involved in engineering fields.