September 12-14, 2019 | Boise, Idaho

Presenters

We’re working to bring you industry-relevant topics from experts around the globe. We will release presenter and session information as it becomes available!

Presenters

Irina Arlyuk, CPA

Vice President of Financial Reporting and Consolidations
Arch Capital Services
Bio

Irina Arlyuk is Vice President of Financial Reporting and Consolidations at Arch Capital Services Inc. for 12 years is responsible for SEC and financial reporting. Irina was instrumental in Arch’s Clearwater implementation in 2016 and has over 20 years of experience in financial services. Irina holds CPA and MBA designations and prior to joining Arch Capital worked at Moody’s Investor Services and KPMG.

Formula for Success: What Power Users Can Teach You About Clearwater Accounting
Thursday, Sept. 12, 9:45 - 10:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Patryk Carwinski, CFA

    Assistant Portfolio Manager
    AAM - Insurance Investment Management
    Bio

    Patryk Carwinski is a member of the portfolio management team at AAM – a third-party investment manager firm tailored to the insurance industry.

    Insurance companies face unique challenges as institutional investors. They require asset management that incorporates their operational risks, regulatory constraints, liquidity considerations, capital adequacy and liability management. Patryk’s involvement in his clients’ portfolios facilitates the robust service level they require to execute on their business objectives successfully. 

    Part of AAM’s Clearwater conversion team, Patryk continues to work closely with Clearwater in the development and implementation of new tools that improve AAM’s efficiency as an investment manager, bringing clients closer to their data and creating a richer client service experience.

    Prior to joining AAM, Patryk worked for a  bank consulting firm, as well as for the City of Chicago. Patryk is a Chartered Financial Analyst and holds bachelor’s and master’s degrees in economics from the University of Illinois.

    Supporting a Smart Infrastructure Behind Your Client Service Model
    Friday, Sept. 13, 2:00 - 3:00 p.m.

    Chris Case, CPA

    Director, Investment Accounting
    Markel Corporation
    Bio

    Chris has led the Investment Accounting team at Markel Corporation since joining the company in 2012, during which time the investment portfolio has grown from $9 billion to $21 billion. 

    Prior to Markel, he worked for Ernst & Young as a senior manager in the financial services assurance practice for nine years in Richmond, VA, Dallas, TX, and London, UK.

    In his free time Chris enjoys traveling with his wife and two daughters, playing golf, and cheering on the Hokies.

    Chris has a bachelor’s degree in Accounting and Information Systems from Virginia Tech and is a certified public accountant.

    How I Use Clearwater: Insurance Focus
    Friday, Sept. 13, 10:15 - 11:45 a.m.

    Chris Fenske

    Director and Co-head Fixed Income Pricing Research
    IHS Markit
    Bio

    Mr. Fenske currently focuses on combining IHS Markit’s alternative datasets with financial market data to provide insight into the liquidity and performance of fixed income investments. He has held several management roles in the evaluated pricing business, including head of Agency MBS and Consumer Asset-Backed Securities (ABS), and co-head of Non-Agency RMBS since joining the company in 2011. Previously, he was a senior vice president at Halcyon Asset Management, where he was a senior trader and analyst focusing on investments in non-agency RMBS, collateralized loan obligations, manufactured housing (MH), aircraft, franchise, auto, synthetic indices, and other asset-backed securities for a $900 million distressed securitized products fund. He began his career at Credit Suisse as a fixed income research analyst for mortgage-related ABS and later became a trader of distressed ABS and credit default swaps on ABS. 

    Mr. Fenske holds a Bachelor of Science in Biochemistry from Binghamton University.

    Changing Data Expectations in the Financial World
    Friday, Sept. 13, 9:00 - 10:00 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Ray Galindo

    Senior Accountant
    County of San Mateo Transit District
    Bio

    Ray Galindo is a Senior Accountant at the County of San Mateo Transit District, where Ray prepares the Treasury Reports, including year-end CAFR Notes and assists with the annual fiscal-year close.

    Ray has worked in various city government organizations, including the City of Saratoga, City of Santa Cruz. Ray helps both Treasury and Revenue Divisions of the Transit District with system improvements. Ray enjoyes traveling throughout California. 

    How I Use Clearwater: Public Sector Focus
    Friday, Sept. 13, 2:00 - 3:00 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Wheatley Garner

    Vice President
    J.P. Morgan Asset Management, Global Insurance Solutions
    Bio

    Wheatley Garner, vice president, is a member of J.P. Morgan Asset Management’s Global Insurance Solutions team. His role is to provide subject matter expertise and analysis on insurance regulation and global accounting standards that impact clients’ investment strategies and financial reporting requirements. He also oversees J.P. Morgan’s investment accounting outsourcing business, which complements the firm’s broader investment management solutions, and separately, is active with notable industry groups that help to improve the interaction between insurance regulators, standard-setters and insurance companies. Prior to joining J.P. Morgan, Wheatley was an accounting manager at AIG, where he oversaw the investment accounting division for the firm’s property & casualty operations in North America and holds a B.S. in Accounting from Kutztown University.

    What to Expect When You’re Expecting the Current Expected Credit Loss Model
    Friday, Sept. 13, 9:00 - 10:00 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Joshua Goldfarb

    Workday Engagement Partner
    PricewaterhouseCoopers
    Bio

    Joshua is a partner with PwC’s Finance Technology and Operations practice. He has led PwC’s Workday Financials Cloud solution service offerings, covering a number of industries. Before that, he spent several years, serving the broader needs of the finance functions for Financial Services businesses. 

    Joshua has led or participated in both insurance finance and investment operational performance optimisation initiatives at large life insurers, as well as large-scale middle-office outsourcing efforts and evaluations of finance ERP packages, large data warehousing solutions, and investment management vendor selections. He has also worked with Finance, IT, and Operations, helping evaluate the tools, resources and processes companies use to most effectively and efficiently run their business.

    Joshua holds a BS in Accounting from University of Connecticut. He is also a Certified Public Accountant (CPA), licensed to practice in Connecticut.

    Aim for the Cloud! The Future of Cloud-Based Operations
    Thursday, Sept. 12, 9:45 - 10:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Jen Gosselin

    Vice President, Operations
    Public Trust Advisors
    Bio

    Jen serves as Public Trust Advisors’ Vice President of SMA Client Onboarding and Operations.

    Her role at Public Trust encompasses the setup and onboarding process for all separately managed accounts, including providing Clearwater training and support to PTA’s clients. 

    Jen has over 20 years of industry experience in fixed income securities for local government entities and servicing Local Government Investment Pools (LGIPs). Prior to joining Public Trust, Jen worked with Cutwater Asset Management and has extensive experience in compliance, trade settlement, repurchase agreements, portfolio oversight and accounting operations. 

    How I Use Clearwater: Investment Manager Focus
    Friday, Sept. 13, 12:45 - 1:45 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Lauren Greenidge

    Financial Controller - Investment Accounting
    Fidelis Insurance
    Bio

    Lauren is currently the Financial Controller – Investment Accounting for Fidelis Insurance. She joined Fidelis in 2015 and has headed up the investment accounting department since the Company was formed. Lauren has approximately 10 years of investment accounting/financial reporting experience. Prior to joining Fidelis, she worked for Zurich Insurance as a senior business analyst for a global investment accounting system implementation and was an auditor at KPMG in the investment & banking sector.  

    How I Use Clearwater: Insurance Focus
    Friday, Sept. 13, 9:00 - 10:00 a.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Anda Halilaj

    Executive Director, Investment Specialist
    J.P. Morgan Asset Management
    Bio

    Anda Halilaj is an investment specialist in the U.S. Short Term Fixed Income Group within the Global Liquidity business. An employee since 2007, she focuses on short-term taxable and tax-aware fixed income strategies. Anda began her career as a credit analyst in commercial middle-market banking at HSBC Bank USA.  She earned a B.S.B.A. in finance and international business from Georgetown University and holds Series 3, 7 and 63 licenses.

    Treasury Today: The Big Issues Your Peers are Talking About
    Thursday, Sept. 12, 1:00 - 2:30 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Carolyn Hansen

    Senior Treasury Manager
    Uber
    Bio

    Carolyn joined Uber in 2018 as Senior Treasury Manager. In this role, she oversees global treasury operations for Americas including cash & liquidity management, bank operations and investment management of the company's $13.6B investment portfolio. Carolyn brings more than 12+ years of treasury/finance experience and has worked in a number of different industries. 

    Most recently, she was at Gap Inc. managing the company's domestic treasury operations and leading the development and execution of shareholder distribution strategies, capital markets transactions and bank and rating agency relationship management.

    How I Use Clearwater: Corporate Treasury Focus
    Thursday, Sept. 12, 3:30 - 4:30 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • David Hasegawa

    Treasury Manager
    City of Boise
    Bio

    David is a Treasury Manager for the City of Boise. In this role, he is responsible for overseeing cash flow, revenue, and overall finances for the city. Before working for the City of Boise, David was a Senior Treasury Analyst for Micron Technology, Inc. In that role, he managed the company’s cash investments including SOX and IPS compliance, oversight of money market funds, bank deposits and fixed income SMAs. Prior to joining Micron, he was a Vice President and project manager for Bank of America Merrill Lynch, working with corporate treasury clients. 

    He holds a B.A. from the University in California, Irvine where he studied econometrics and is a Project Management Professional (PMP).

    Managing Investment Managers
    Friday, Sept. 13, 12:45 - 1:45 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Rob Hensley

    Asset/Liability Management & Investment Strategy
    Unum Group
    Bio

    Rob is head of Asset/Liability Management & Investment Strategy for Unum Group. He is responsible for ensuring alignment of Unum’s insurance pricing and discount rate assumptions with investment market opportunities and is also charged with vetting new asset strategies.  Previously, Rob was the portfolio manager for Unum’s derivative portfolio and was a high yield bond analyst and trader. 

    Prior to joining Unum, Rob served 10 years as an intelligence officer with the US Air Force and earned a BS from the US Air Force Academy and MS from the University of Texas at Austin.

    Welcome Aboard: Tips for a Successful Clearwater Implementation
    Thursday, Sept. 12, 1:00 - 2:30 p.m.

    Ron Hill

    Director and Product Strategist
    BlackRock
    Bio

    Ronald Hill, Director, and Product Strategist, is a member of BlackRock's Cash Management team. Ron is the lead strategist for the cash management group.  His team is the link between the global cash investment team and client groups across BlackRock.  Along with short-term market insights, the product strategy team works closely with BlackRock’s clients to develop cash investment solutions.

    Prior to his current role, Mr. Hill was responsible for developing and maintaining cash management client relationships.  Mr. Hill earned his BS degree in finance from the University of Delaware in 1998 and an MBA from Wilmington University in 2008.

    Managing Investment Managers
    Friday, Sept. 13, 12:45 - 1:45 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Randal Houghton, CPA

    Manager, Investment Accounting
    Argo Group
    Bio

    Randal held various roles prior to joining Argo, and that experience has served him well.  Strong analytical & data manipulation skills were polished in Financial Planning roles.  A Controllers role gave him the ability to oversee people & business processes.  Working as the head of acquisitions in a manufacturing environment helped sharpen his judgement & presentation skills. 

    Randal joined Argo in 2011 has enjoyed automating and streamlining processes, all while upgrading accuracy.  He’s enjoyed the Clearwater platform, and is looking forward to leveraging its capabilities.

    Randal is married with 3 children.  He enjoys virtually any outdoor activity, including fishing, hiking, gardening, kayaking, and tennis.  He intends to spend 3 days fly fishing the area after the conference.

    Randal holds a bachelor’s degree in accounting from the University of Texas, and is a certified public accountant.

    How I Use Clearwater: Insurance Focus
    Thursday, Sept. 12, 11:00 a.m. - 12:00 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Rhet Hulbert

    Portfolio Manager
    Clearwater Advisors
    Bio

    Rhet has managed high grade fixed income portfolios since 2006, and specializes in portfolios with complicated investment policies and durations ranging from 3 months to 5 years. His technical expertise aids the team as he builds proprietary portfolio management tools as well as custom portfolio strategies. He enjoys helping clients find unique solutions to complex portfolio needs. Rhet’s work with Clearwater Advisors began in 2003 when he helped design, build, and improve the Clearwater Analytics system. 

    Rhet graduated Cum Laude and holds a bachelor of arts in computer information systems from Boise State University. He spends most of his free time trying to keep up with his three daughters. When he is not chasing them, his is being chased by other runners in one of the many local running races. 

    Peer Insights: Investment Management
    Friday, Sept. 13, 10:15 - 11:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Peter Kelly

    Manager, NAIC-Securities Valuation Office
    NAIC
    Bio

    Peter Kelly has been with the New York-based Securities Valuation Office of the NAIC since 2017. He is responsible for managing 2 teams of analysts and overseeing the credit analysis work performed by the SVO. He is a member of the Senior Credit Committee. Prior to joining the NAIC, Mr. Kelly was a Managing Director at Standard and Poor’s where he worked for 16 years. At Standard and Poor’s, Mr. Kelly was responsible for managerial and analytical coverage within various corporate sectors, including capital goods, chemicals and consumer products. In addition to Standard and Poor’s, Mr. Kelly has worked at A.M. Best and in corporate banking roles at the Industrial Bank of Japan and Yasuda Trust. 

    Mr. Kelly holds an MBA from Columbia Business School and a BA in Economics from Bucknell University.

    On Our Radar: NAIC Updates
    Friday, Sept. 13, 12:45 - 1:45 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Christina Kopec

    Global Head of Liquidity Solutions Product Strategy
    Goldman Sachs Asset Management
    Bio

    Christina is global head of the Liquidity Solutions Product Strategy team in Goldman Sachs Asset Management (GSAM). She is responsible for the product and client communications strategy for the GSAM money market and short duration products, as well as the digital strategy for the Liquidity Solutions technology offering. 

    Previously, Christina was head of product management for Fixed Income and Liquidity Solutions. She joined Goldman Sachs as a vice president in 2011 and was named managing director in 2015. 

    Prior to joining the firm, Christina was responsible for product management of the bond and money market product lines at Fidelity Investments. Before that, she held various product and investment communications roles for multiple asset classes. Early in her career, Christina worked in Fidelity's Legal Department.

    Christina is a member of the Board of Directors for The New Group. Christina earned a BA from College of the Holy Cross and an MS from Boston College.

    Dazzled by Data: Re-Connecting Clients to the Alpha Experience
    Thursday, Sept. 12, 9:45 - 10:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Shadrack Kwasa

    Executive Director
    London & Capital
    Bio

    Shadrack is an Executive Director in London & Capital’s institutional investment management team. He is primarily responsible for managing relationships with UK & European insurers and is also involved in developing L&C’s service offering to insurers outside Europe. This is a practice that is focused on providing advice led investment management services.

    Shadrack is also responsible for developing L&C’s institutional analytics and solutions capabilities for global insurers in a world where this is increasingly becoming relevant for both large and small insurers.

    Shadrack is a Fellow of the Institute of Actuaries in the UK and has held roles as an insurance actuary (non-life) and UK pension actuary. He has also worked as an investment consultant for both insurance and pensions clients. 

    Peer Insights: Investment Management
    Friday, Sept. 13, 10:15 - 11:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Gary LeBlanc, CPA

    Chief Operating Officer
    P.R.P. Performa Ltd
    Bio

    Gary is P.R.P. Performa Ltd’s (Performa) Chief Operating Officer, a member of the Executive Management Team and sits on the board of the Performa family of mutual funds. Gary was previously the firm’s Chief Compliance Officer and has over 20 years’ experience in the investment and accounting industries. Gary has responsibility over all operational matters of Performa, and its funds, across multiple office locations and jurisdictions.  Prior to joining Performa, Gary was an auditor at Deloitte & Touche Tohmatsu International (Bermuda) and Deloitte & Touche LLP (Los Angeles) specializing in audits of investment companies, on and off-shore mutual and hedge funds, trusts and captive insurance management. Gary graduated from Pepperdine University with a Bachelor of Science degree in Accounting and has earned the Certified Public Accountant designation. 

    Leveraging Integrated Middle and Back Office Tools
    Thursday, Sept. 12, 1:00 - 2:30 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Dan Matusiewicz, CCMT, CFIP

    Finance Director/Treasurer
    City of Newport Beach
    Bio

    Dan has more than 25 years of experience in municipal finance & accounting. Before accepting a position at the City of Newport Beach, Dan started his career in public accounting, auditing local governments throughout California.  He is currently the Finance Director/Treasurer of the City of Newport Beach overseeing a $300 million annual budget and a $250 million investment portfolio.   

    He is a frequent speaker at local government conferences and webinars including California Society of Finance Officers (CSMFO), California Municipal Treasurer’s Association (CMTA), Government Investment Officers Association (GIOA), State Association of County Auditors (SACA), California Public Employers Labor Relations Association (CalPELRA) and the CalPERS Education Forum.

    He is a graduate of the Leavey Business School at Santa Clara University and holds a Bachelor’s of Science degree in Accounting.  He is Certified California Municipal Treasurer (CCMT), a Certified Fixed Income Professional (CFIP) and the past President of the California Municipal Treasurer’s Association (CMTA).

    How I Use Clearwater: Public Sector Focus
    Friday, Sept. 13, 2:00 - 3:00 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Will Miller

    Senior Treasury Analyst
    Uber
    Bio

    Will recently joined Uber to spearhead the implementation and management of the company's cash investment strategy. Prior to joining Uber, Will served as an Assistant Vice President at Phoenix Capital, an advisory firm in Denver, CO focused on fundamental valuation and trading of specialized fixed income portfolios. Will received an MBA from the University of California, Irvine and an undergraduate degree in finance from the University of Denver. 

    How I Use Clearwater: Corporate Treasury Focus
    Thursday, Sept. 12, 3:30 - 4:30 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Jeffrey Musser

    Director of Investment Management, Treasury
    Adventist Health
    Bio

    Jeff has more than 34 years of experience in the capital markets, both on the sell-side as well as the buy-side, with a background focused on fixed income securities, portfolio and risk management, and performance measurement.  He currently oversees $1.8 billion in operational and self-insurance assets for Adventist Health, which includes direct management of various in-house fixed income portfolios and passive equities.  In addition, he is implementing a major transition into several new asset classes including international equity managers, hedge funds, diversified real assets, and opportunistic strategies.

    Jeff holds a B.S. in Accounting/Economics from Babson College.

    Managing Investment Managers
    Friday, Sept. 13, 12:45 - 1:45 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Dan Noone

    Senior Vice President
    Blackstone Insurance Solutions
    Bio

    Dan Noone is a Senior Vice President in Blackstone Insurance Solutions. Mr. Noone is involved in all aspects of the middle office operations for the Insurance Solutions group. 

    Before joining Blackstone, Mr. Noone was the Head of Professional Services at IntegriDATA Business and Technology Solutions, responsible for proprietary system builds and the implementation of accounting and trading systems to support the investment operations of alternative asset managers.  

    Mr. Noone received a BA from Hobart College.

    Welcome Aboard: Tips for a Successful Clearwater Implementation
    Thursday, Sept. 12, 1:00 - 2:30 p.m.

    Patrick O'Callaghan

    Global Head of Client Portfolio Management
    Goldman Sachs Asset Management
    Bio

    Pat is the Global Head of Client Portfolio Management with the Liquidity Solutions team at Goldman Sachs Asset Management (GSAM). He and his team work with GSAM’s third party, corporate, hedge fund, institutional and private wealth management teams, and their clients, across the globe to assist them with their liquidity management needs.

    Prior to becoming Client Portfolio Manager, Pat was a senior portfolio manager with the Liquidity Solutions team and was responsible for the investing and risk management functions for all of GSAM’s tax exempt and taxable US Dollar money market portfolios and separately managed accounts.

    Pat is also a member of the Investment Strategy Committee. He joined GSAM in July of 1997 as a member of the Liquidity Solutions Team. Pat started his career with Goldman Sachs in 1995 as an analyst for Goldman’s Short-term Interest Rate Trading and Sales Desks. Pat received a B.B.A. in Finance from Hofstra University, and received his M.B.A. from Fordham University.

    Peer Insights: Investment Management
    Friday, Sept. 13, 10:15 - 11:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Tom Phipps

    Principal - Practice Lead, Operational Strategy
    Cutter Associates
    Bio

    Tom Phipps has more than 25 years of experience in the investment management industry, with a background in the automation of the investment process including portfolio management, risk analytics, trading, compliance, performance, operations, investment accounting, data management and systems integration. Tom provides strategic advisory services and systems selection support to our asset management and asset owner clients as well as leading industry perspectives at industry events including our CutterResearch™ conferences. His consulting experience includes strategic advisory, systems selection and change management execution engagements for some of the world’s most prominent investment management firms.  

    Tom gained his expertise in technology and operations at software vendors and asset management firms, where he held leadership roles in technology management. His prior experience includes serving as Senior Manager at Deloitte Consulting, CTO at PanAgora Asset Management, CTO at Atlas Venture, VP of Operations at DSTi North America, and various management roles in technology and professional services at NCS Financial Systems (now SunGard AMS).  

    Tom holds a B.S. in Operations Management and Management Information Systems from Florida State University. 

    Peer Insights: Investment Management
    Friday, Sept. 13, 10:15 - 11:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Brett Rainey

    Chief Operating Officer
    Hodges Capital Management
    Bio

    Brett is Hodges Capital Management’s Chief Operating Officer and has over 25 years of experience across the brokerage, mutual fund, and SMA industries. Brett is responsible for all aspects of Hodges Capital’s business, outside of research and portfolio management. 

    Prior to joining Hodges Capital, Brett was a consultant with Envestnet Financial Technologies, SVP of Operations with Placemark Investments (a leader in unified managed accounts and tax overlay, acquired by Envestnet in 2014), and a Vice President with JPMorgan.  Brett graduated from the University of Massachusetts – Amherst with a bachelor's in history and is currently regretting letting his Series 7 and 24 licenses expire.

    How I Use Clearwater: Investment Manager Focus
    Friday, Sept. 13, 12:45 - 1:45 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Amar Reganti

    Investment Director, Investment Products and Strategies
    Wellington Management
    Bio

    As an investment director at Wellington, Amar works closely with the firm’s clients to design suitable fixed income solutions. This includes frequent client conversations on market conditions and potential outcomes for their portfolios. In his role, Amar meets regularly with our firm’s fixed income teams on portfolio positioning, performance, liquidity and risk exposures.

    Prior to joining Wellington Management in 2018, Amar worked as a strategist at Grantham Mayo Van Otterloo on both fixed income and asset allocation strategies. Previously, he served as the deputy director of the Office of Debt Management at the US Treasury Department (2011 – 2015). He also held roles in fixed income markets as an investment-grade portfolio manager at UBS Global Asset Management (2008 – 2011), a derivatives solutions strategist at Merrill Lynch (2006 – 2008), and a credit analyst at UBS Investment Bank (2000 – 2003). 

    Amar has an MBA from the University of Chicago Booth School of Business (2006), a master of science in European political economy from the London School of Economics and Political Science (2000), and a bachelor of arts from Vassar College (1999).

    Economic Outlook 2020
    Friday, Sept. 13, 9:00 - 10:00 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Parker Stang

    Treasury Supervisor
    PACCAR Inc Treasury
    Bio

    Parker began working for PACCAR Inc 8 years ago and has spent 7 years in Corporate Treasury. During that time he has dealt extensively with daily cash positioning, bank account management, foreign exchange hedging and most recently, investment reporting and analysis for PACCAR’s over $3.0 billion in cash assets and $2.3 billion in pension assets. Parker played a critical role in PACCAR’s implantation of Clearwater Analytics, and continues that effort as the company on-boards additional regional subsidiaries.

    Parker received an MBA and undergraduate degree in financial economics from Western Washington University.

    Managing Investment Managers
    Friday, Sept. 13, 12:45 - 1:45 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Ted Townsend

    Vice President of Institutional Centralized Investment Policy Oversight
    Morgan Stanley
    Bio

    Ted is a member of Morgan Stanley’s Field Risk unit serving as Vice President of Institutional Centralized Investment Policy Oversight. Ted’s team oversees over $70 billion in institutional, private wealth, and government entity assets subject to investment policy statements or other written investment guidelines. In this role, he also shares management of the Central Review Unit located in Salt Lake City Utah, which oversees daily trade controls and risk oversight handled by a department of 48 Series 9 and 10 licensed analysts.

    With 27 years industry experience, Ted began his career with Fidelity Investments working in mutual fund sales, brokerage trading, and ultra-high net worth sales. He subsequently moved into a role as a corporate trainer and ultimate leaderships roles overseeing registered representatives in areas such as initial public offerings, international equity trading, fixed income, operations, and Fidelity’s supervisory helpdesk.

    He graduated Magna Cum Laude with a BA in Applied Economics from California State University, Bakersfield and graduated in 2005 with an Executive MBA from the University of Utah. He currently holds Series, 6, 7, 66, 9 and 10 licenses.

    Getting Proactive with Automated Compliance Monitoring
    Thursday, Sept. 12, 9:45 - 10:45 a.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Raymond Turro, CFA

    Market Development Director
    ICE Data Pricing and Reference Data, LLC
    Bio

    Ray is a Market Development Director with the ICE Data Pricing and Reference Data, LLC (f/k/a Interactive Data Pricing and Reference Data LLC), the Registered Investment Advisor division of ICE Data Services, a wholly-owned subsidiary of Intercontinental Exchange.  His career in the financial services industry began over 30 years ago.  He has held a variety of fixed income roles including trading, sales, strategy and management.  Ray has worked on both the buy and sell side for firms such as Lehman, Shearson, Smith Barney and Citi, as well as being the managing principal for a financial advisory and the Chief Investment Officer of a regional money-management firm.  He is considered an expert in emerging market fixed income and is often consulted with regard to market structure and dynamics.

    Ray joined Interactive Data eight years ago initially focusing on enhancements to emerging market evaluations.  He has held several managerial roles within the credit space of fixed income evaluations.  Ray joined the Market Development team in Pricing & Analytics in 2017.  His role is to assist clients with their fixed income evaluation requirements, from both a due diligence standpoint as well as helping them navigate ever-changing business needs utilizing ICE Data Services products.  Ray is also responsible for Daily Market Insight and Monthly Market Insight, both ICE Data Services’ market newsletters.

    Ray graduated from Bucknell University with a B.S. in Management and he is a Chartered Financial Analyst (CFA) charterholder.

    Changing Data Expectations in the Financial World
    Friday, Sept. 13, 9:00 - 10:00 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Rob Vincini

    Head of Pricing Service Specialists
    Refinitiv
    Bio

    Rob joined Reuters in 1997 as a Senior Data Specialist responsible for developing Reuters’ convertible bond database. In 2001, he helped start Reuters Pricing Service, contributing to business plan development and hiring evaluation staff. Rob ran several of the pricing teams including Convertibles Securities, High Yield, Bank Loan and Investment Grade before he took on the Pricing Service Specialist Role in July 2010. In February 2011, Rob became the Head of Pricing Service Specialists globally for Thomson Reuters Pricing Service. The Pricing Service Specialists are responsible for all due diligence and board meetings. In January 2019, Rob became a Market Development Manager for the Americas.  In this role, Rob prioritizes investments into Refinitiv’s products from client’s feedback as well as being the voice of the customer internally. Rob started as a Data Analyst at Interactive Data Corp in October 1989 and then became a Senior Evaluator at Bridge/EJV before joining Thomson Reuters. 

    Changing Data Expectations in the Financial World
    Friday, Sept. 13, 9:00 - 10:00 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Wesley Williams

    Vice President
    Asset Preservation Advisors
    Bio

    Wesley joined Asset Preservation Advisors in 2012. In his role, Wesley is a member of the business development team and manages many of the firm’s leading client relationships. Additionally he heads up the firm’s investment operations team. Wesley received an M.B.A. from the Georgia Institute of Technology’s Scheller College of Business and a B.B.A. in Finance from The University of Mississippi. 

    Leveraging Integrated Middle and Back Office Tools
    Thursday, Sept. 12, 1:00 - 2:30 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Clearwater Presenters

    Emily Ballweber

    Talent Acquisition
    Bio

    Emily is responsible for recruiting skilled candidates across multiple disciplines to fill roles in accounting, finance, data, software development, and other areas within Clearwater. She is involved in sourcing, qualifying, attracting and hiring both passive and active candidates and works closely with internal hiring managers to achieve their recruiting and talent objectives.

    Emily gained experience in human resources and talent acquisition at other SaaS companies before joining Clearwater and earned a bachelor’s degree in organizational communication and anthropology from Boise State University.

    How to Attract and Retain the Best Talent for Your Organization
    Friday, Sept. 13, 12:45 - 1:45 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Rebecca Beasley-Cockroft

    Head of Product Operations
    Bio

    Rebecca is Head of Product Operations and is responsible for Clearwater’s company roadmap. She manages the Product Management team that defines requirements for all development projects at Clearwater. Previously, she worked on defining and prioritizing new features and enhancements related to Clearwater’s security master file data.

    Rebecca has a BA in mathematics and Spanish literature from Dartmouth College.

     

    Changing Data Expectations in the Financial World
    Friday, Sept. 13, 9:00 - 10:00 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Daniele Beauman

    Market Specialist, Derivatives and Asset Management
    Bio

    Daniele is a Market Specialist derivatives at Clearwater. She spends the majority of her time in the market researching derivatives and has insight into what investors are asking for when they look to invest in this asset class. She also is heavily involved with coordinating Clearwater development efforts to ensure we’re prepared to support changing regulation.

    She joined Clearwater in 2017 as a reconciliation analyst, where she onboarded insurance clients and reconciled their derivative portfolios. While in operations, Daniele was responsible for implementing and reconciling complex accounts on the Clearwater system. Daniele then transitioned to the product department and focused on defining new features for reconciliation before becoming a Market Specialist.

    Daniele earned her B.S. in chemistry from Union College in New York.

    Chasing Yield: The Growth of Complex Asset Classes
    Thursday, Sept. 12, 11:00 a.m. - 12:00 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • John Blake

    Account Manager
    Bio

    John works with insurance clients to learn their individual needs and helps clients improve their processes and establish effective day-to-day operations with Clearwater. John has worked with a number of clients throughout their implementation process and helps to facilitate a smooth transition onto the Clearwater platform.

    John is an avid outdoorsman and likes to spend his time outside taking in all Idaho has to offer. He also volunteers for various conservation organizations, and currently serves as co-chair of a local chapter of Ducks Unlimited.

    John has a bachelor’s degree in finance and minor in management from Creighton University.

    How I Use Clearwater: Insurance Focus
    Thursday, Sept. 12, 11:00 a.m. - 12:00 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Ryan Brassey, CFA

    Insurance Solutions Specialist
    Bio

    Ryan has been with Clearwater since 2010, working primarily with insurers to identify their investment accounting and reporting needs. He has deep knowledge of how to improve processes and works with teams to ensure they receive the highest quality investment accounting and reporting available. 

    Ryan has a bachelor's in economics and business leadership from the University of Puget Sound and is a CFA charterholder.  

    Ryan spends his free time with his wife and three children. He and his wife enjoy sharing their hobbies and passions as a family, especially skiing and tennis.

    Scrum Together: Applying Agile to Your Organization
    Friday, Sept. 13, 10:15 - 11:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Rob Carickhoff, CPA

    Senior Solutions Consultant
    Clearwater Analytics
    Bio

    Rob leverages his extensive experience in the insurance industry to help insurers transform their investment accounting and reporting processes. 

    Prior to Clearwater, Rob spent nine years at TIAA, most recently as VP of Investment Accounting, where he was responsible for a multi-asset, multi-basis, multi-currency $250 billion portfolio across multiple legal entities and investment structures. Rob also spent 10 years with PwC in Philadelphia, Pennsylvania, and Charlotte, North Carolina, managing the audits of public and private insurance companies. 

    Outside the office, Rob enjoys spending time with his wife and two daughters, eating good barbecue, and unsuccessfully trying to improve his golf game.

    Rob has a BS in accounting from Penn State University and is a Certified Public Accountant. 

    How I Use Clearwater: Insurance Focus
    Friday, Sept. 13, 10:15 - 11:45 a.m.

    Ben Christensen

    Senior Investment Management Solutions Consultant
    Bio

    Ben joined Clearwater in 2014 and serves as a Senior Investment Management Solutions Consultant. In this role, Ben provides technical knowledge of relevant market changes, updates, and insights into how the Clearwater product offering solves market-specific challenges. Prior to this position, Ben worked within the Client Services department and helped users optimize their use of the Clearwater solution. 

    Ben is a guitarist with a deep appreciation for acoustic blues music and enjoys attending concerts. He has lived seven years of his life in foreign countries and speaks Spanish fluently. Ben has a bachelor's degree in international relations from Brigham Young University. 

    How I Use Clearwater: Public Sector Focus
    Friday, Sept. 13, 2:00 - 3:00 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • John Clifford

    Technical Recruiter
    Bio

    John has worked as a Technical Recruiter since 2011 helping software firms across the U.S. hire and retain highly qualified and specialized technical professionals. Since joining Clearwater in 2015, he has been working in a recruiting capacity primarily with Clearwater's Software Development, I.T. and Platform Engineering teams in both the U.S. and abroad.

    John's approach to recruiting and hiring pushes the boundaries of traditional talent acquisition; utilizing creative and innovative means to meet hiring objectives and building lasting relationships with talented, smart, driven and inspired people. John has a Bachelor's in Business Management from Southern Utah University where he was also a member of the men's basketball team. Following graduation he was a member of 2 professional basketball teams in Asia and an NBA-Development team in Los Angeles.

    How to Attract and Retain the Best Talent for Your Organization
    Friday, Sept. 13, 12:45 - 1:45 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Paul Coleman

    Chief Architect
    Bio

    Paul works closely with Development leadership to guide large-scale architectural planning and initiatives for Clearwater’s SaaS solution, with a focus on scalability and performance.

    Paul brings 25 years of software-building experience to Clearwater. He most recently served as Chief Architect at Teradata and has also held engineering roles at a number of large technology companies including Amazon, Microsoft, and BlueKai.

    Paul has a bachelor’s degree in computer science from the University of Florida.

    Aim for the Cloud! The Future of Cloud-Based Operations
    Thursday, Sept. 12, 9:45 - 10:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Henry D'Atri

    Investment Management Solutions
    Bio

    Henry D’Atri has over 25 years of experience working with financial institutions and investment portfolio solutions. He began his career in NYC working with major Wall Street firms at Standard & Poor’s and Refinitive focused on economic data, stock selection and attribution analysis. He then moved to Los Angeles as Vice-President of institutional sales for a boutique growth equity broker-dealer, William O’Neil+ Co. Henry went on to lead the broker-dealer segment of BondEdge Solutions, a division of the Inter-Continental Exchange, creating new business, product, and strategies related to interest rate scenarios for fixed income and structured products. He also worked with complex derivative models focused on XVA and scenario generation for asset managers and insurance clients at Numerix, as well as real-time solutions at FIS Global. Henry works with strategic relationships and new business development, solving problems and delivering scale, related to investment accounting at Clearwater Analytics. 

    Henry  has an MBA in finance and now lives in the Seattle area where he is an Associate Board Member for the Seattle Alternatives Association.  

    Chasing Yield: The Growth of Complex Asset Classes
    Thursday, Sept. 12, 11:00 a.m. - 12:00 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Katie Daugharty

    Internal Audit Manager
    Bio

    Katie works cross-functionally within Clearwater to identify, mitigate, and communicate risks. She works closely with Clearwater’s leadership teams, clients, and external auditors to improve the client’s understanding of Clearwater’s processes and controls.  

    Katie began her career in audit at BDO in Spokane, Washington. She later relocated to Boise to work for KPMG in both audit and advisory.

    Katie has a bachelor’s degree in accounting and a bachelor’s degree in finance from the University of Idaho.

     

    SOC It to Me: Breaking Down the SOC 1 Audit
    Thursday, Sept. 12, 11:00 a.m. - 12:00 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Brian Docherty

    Senior Solutions Specialist
    Bio

    Brian specializes in providing consultative business acumen to Clearwater clients and prospective clients with the goal of implementing best-in-class solutions.

    Brian has more than 20 years of experience as a Solutions Lead, with a demonstrated history of working in the computer software and financial services industries. Prior to joining Clearwater in 2018, Brian held roles at Calypso Technology, Misys Financial, JPMorgan, and BNY Mellon.

    In his spare time, Brian loves to golf, boat, cycle, and hike the Appalachian Trail with his girlfriend at his home in New Jersey. Brian has a bachelor’s degree in Economics from Rowan University and has held FINRA Series 7, 8, and 27 security licenses.

    Peer Insights: Investment Management
    Friday, Sept. 13, 10:15 - 11:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Steve Erker

    Investment Solutions Consultant
    Bio

    Steve helps industry professionals architect modernized workflows by leveraging the Clearwater solution to streamline the investment accounting and reporting process.

    Before joining Clearwater, Steve spent five years with WiltonRe, where he was responsible for STAT and GAAP investment reporting on a $35 billion portfolio. Prior to WiltonRe, Steve was at AIG for four years, where he was responsible for investment accounting and statutory reporting for all of Chartis US.

    Outside of work, Steve coaches a 16u college development baseball team and likes to play as much golf as possible.

    Steve has a bachelor’s degree in finance from Berkley College in New York City. 

    How I Use Clearwater: Insurance Focus
    Friday, Sept. 13, 9:00 - 10:00 a.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Michael Freiman

    Global Head of Delivery - Large Implementations
    Bio

    Michael recently joined Clearwater as the Global Head of Delivery. He is chartered with building out a dedicated team of program managers and analysts to work on and deliver large scale implementations at Clearwater. Part of this build-out includes incorporating a consistent and standardized framework for all program managers to use as a baseline for their client implementations.

    Michael comes with over 30+ years of Delivery and Program Management experience working with Investment Banks and Insurance Companies.

    Michael has a Bachelor of Science in Business Administration from the University of Buffalo along with a MBA from Hofstra University.

    Welcome Aboard: Tips for a Successful Clearwater Implementation
    Thursday, Sept. 12, 1:00 - 2:30 p.m.

    Lindsay Gee

    Operations Delivery Lead
    Clearwater Analytics
    Bio

    Coming soon!

    On Our Radar: NAIC Updates
    Friday, Sept. 13, 12:45 - 1:45 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Kerry Goebel

    Account Manager
    Bio

    Kerry works with Clearwater clients to help automate their processes and optimize their use of the Clearwater system. He helps Clearwater clients enhance their Clearwater experience and provides support to help streamline accounting processes.

    Kerry has a bachelor’s in economics from the University of Maryland.

    Formula for Success: What Power Users Can Teach You About Clearwater Accounting
    Thursday, Sept. 12, 9:45 - 10:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Rob Haehnel, CPA

    Senior Solutions Consultant
    Bio

    Rob Haehnel is a Senior Solutions Consultant for Clearwater Analytics. In this role, he helps investment professionals find the best solution for their teams so they can be more operationally flexible and focus on important analysis. Rob has a strong background in investment accounting himself, having held various accounting and analytics roles for 20 years in the insurance and financial services industries. Most recently, he was Assistant Vice President of Investment Accounting and Reporting at EquiTrust Life Insurance Company in Chicago. 

    Rob holds an Accounting degree from Illinois State University and an MBA from DePaul University. He is a Certified Public Accountant.

    In his free time, Rob enjoys being in the outdoors. Whenever possible, Rob likes to hit the trails with his mountain bike (to play in the mud) or take to the pavement on his road bike (when it is just a little too muddy).

    Essential Insights: Top-of-Mind Accounting Conversations
    Thursday, Sept. 12, 1:00 - 2:30 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Rhead Hatch, CPA

    Product Owner, Accounting
    Bio

    Rhead ensures that Clearwater’s investment accounting module is up-to-date with current compliance requirements and maintains accounting basis guidelines. Rhead helps implement new accounting functions into the Clearwater system and assists developers with outlining new product enhancements.

    Rhead has been a part of the Clearwater team since 2006 and has worked directly with many Fortune 500 companies to integrate Clearwater’s accounting product into their processes.

    Rhead has a master’s in accounting with a specialty in tax and a bachelor’s in accounting from Boise State University. 

    What to Expect When You’re Expecting the Current Expected Credit Loss Model
    Friday, Sept. 13, 9:00 - 10:00 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Trish Hennie

    Service Delivery Manager
    Bio

    Trish works with Clearwater’s insurance clients to ensure they are making the most of the Clearwater solution for their investment accounting and reporting needs. She works with accounting teams to improve processes, provide proactive support, and build and maintain client relationships with best-in-class support.

    Trish began her career at Clearwater as an analyst in 2016 and was promoted to account manager that year.

    Trish has a bachelor's degree in accounting from Boise State University.

    Conversations and Common Ground
    Friday, Sept. 13, 10:15 - 11:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Owen Hullinger

    Implementation Specialist
    Bio

    Owen is an Implementation Specialist and has been with Clearwater since 2013. In this role, he is responsible for guiding clients through the process of implementing and converting to the Clearwater solution. Previously, Owen was an account manager, helping clients navigate their day-to-day reporting and operational challenges. This experience gave him valuable exposure to clients' daily use of the Clearwater system, enabling him to provide insightful guidance to new users who are working to use Clearwater to its fullest potential.  

    Owen loves to play the piano and enjoys playing all kinds of volleyball. He has a bachelor's degree in finance from Brigham Young University.

    How I Use Clearwater: Investment Manager Focus
    Friday, Sept. 13, 12:45 - 1:45 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Michael Hungerford

    Director of Implementation Programs
    Bio

    Michael is an experienced fintech professional with deep knowledge of investment accounting, compliance policy monitoring, performance measurement, and portfolio risk analytics. In his current role, Michael empowers top-performing teams of program managers, data migration specialists, investment reporting analysts, and subject matter experts to implement Clearwater’s SaaS solution for some of the largest corporations, insurers, and investment managers in the world. Client success is Michael’s number one priority, with shortening delivery timeframes and developing scalable processes as additional areas of focus.

    Michael has a bachelor’s degree in finance from the University of Idaho.

    Changing Your Mindset for Change Management
    Thursday, Sept. 12, 11:00 a.m. - 12:00 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Summer Kisner

    Senior Solutions Engineer
    Bio

    Summer serves as  the Sales Enablement Director and Head of the US Insurance Market Council at Clearwater. She is heavily involved in the sales process for clients who hold derivatives to ensure our product offering is in line with their needs and offers solutions consulting when discussing data flow and system architecture transformation when moving to Clearwater.

    Summer works with Product Development and Sales to ensure industry feedback is incorporated into Clearwater’s product offering. She also ensures our Solutions Engineers, Consultants, and Sales staff are informed of new product functionality and the value it will provide clients and prospective clients. In addition, Summer leads our Senior Solutions Engineering and Consulting team, serves as an expert resource for her knowledge of asset classes, and is a key voice in the Insurance Market Council that drives the company strategy for the insurance industry.

    Summer has been involved with many departments at Clearwater in her seven-year tenure. She previously served as the Product Owner for software development of alternative and complex asset class reporting, where she was responsible for the research and implementation of new features and enhancements directly related to the reporting of complex asset classes.

    After moving often with a military family, Summer has enjoyed settling down in the up-and-coming tech hub of Boise. When she isn’t problem-solving with her colleagues in Clearwater’s headquarters in downtown Boise, she spends time with her family horseback riding, enjoying the outdoors, and living the simple life on their small ranch just north of Boise.

    Summer has a master’s and bachelor’s degree in mathematics from Boise State University.

    Chasing Yield: The Growth of Complex Asset Classes
    Thursday, Sept. 12, 11:00 a.m. - 12:00 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Cody Lott

    Treasury Solutions Expert
    Bio

    Cody Lott has worked for the past two years as a treasury solutions expert for Clearwater. Prior to his time at Clearwater, Cody worked for Micron Technology as a senior treasury analyst. During Cody’s time at Micron, the portfolio grew to $8 billion and then back down to $3 billion due to acquisitions. Cody managed a group of nine external asset managers at the height of the portfolio. He also assisted in the implementation of Kyriba (treasury management system), while at Micron

    Cody spends the majority of his free time in the Idaho outdoors with his wife, family, and friends. In addition to riding snowmobiles for pleasure, Cody also started an organization dedicated to keeping lands public called Sum+It Riders, and he serves on the board of the Idaho State Snowmobile Association. A personal goal of his is to ensure future generations have the opportunity to enjoy the back country.

    Cody has an MBA from Boise State University as well as degrees in accounting and finance.

    Managing Investment Managers
    Friday, Sept. 13, 12:45 - 1:45 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Elise Martindale

    Corporate Treasury Division Manager
    Bio

    Elise spent four years in wealth management at a Northwest regional trust bank. In search of a new challenge, she moved to Clearwater in early 2014, and over the past five years has spent time in the Insurance, Investment Management, and Corporate Treasury divisions of Client Services. Elise spent the past three and a half years working with strategic investment managers, and at the end of 2018, moved to Corporate Treasury as division manager.

    Elise received her Bachelor of Science in economics from Whitworth University with minors in accounting and French language.

    Treasury Today: The Big Issues Your Peers are Talking About
    Thursday, Sept. 12, 1:00 - 2:30 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Aaron Mason

    Insurance Solutions Specialist
    Bio

    Aaron has nearly three decades of financial reporting experience with an established record of executing complicated accounting projects and initiatives.

    Aaron spent 18 years at Arch Capital Services. During that time, he implemented and leveraged the Clearwater solution for investment accounting, reporting, and compliance in his role as Vice President of Finance Reporting and Consolidations. Aaron’s knowledge of investment accounting and reporting gives him the insight to help treasury teams modernize and improve their investment portfolio processes with Clearwater.

    Aaron holds a bachelor’s degree in accounting and finance from the University of Washington.

    Formula for Success: What Power Users Can Teach You About Clearwater Accounting
    Thursday, Sept. 12, 9:45 - 10:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • John McKinley

    Insurance Team Lead
    Bio

    John works with insurance clients to understand their specific investment accounting needs and enhance their Clearwater experience. John empowers his clients from implementation onward, with a focus on learning the full scope of individual client intricacies. He supports clients through virtual and onsite trainings and specialized assistance with regulatory filings, GL integration, STAT guidance, and more. 

    John has a bachelor’s in finance with a minor in accounting from the University of Idaho.

    Essential Insights: Top-of-Mind Accounting Conversations
    Thursday, Sept. 12, 1:00 - 2:30 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Len Randazzo

    Principal, Asset Management
    Bio

    As Clearwater’s Asset Management Principal, Len is a leader of the asset management product and client strategies. As a staunch champion and thought leader of optimized technical architectures, best in class reporting and next generation analytics, Len works to position Clearwater’s asset management offering as vital for a seamless reporting foundation across physical and digital channels.

    With over 18 years of financial services experience and a deep asset management pedigree, Len has a deep understanding of the alpha management struggles rooted in complex regulatory, operational and technical structures. Most notable, Len was a Managing Director and Chief Operating Officer with J.P. Morgan’s, Bear Stearns’ and BNY’s Investment Management businesses.

    Len earned his B.A. in Economics from Montclair State University and his M.A. in Information Management from Stevens Institute of Technology.

    Dazzled by Data: Re-Connecting Clients to the Alpha Experience
    Thursday, Sept. 12, 9:45 - 10:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • John Richardson

    Product Owner
    Bio

    John is a middle-office specialist who ensures the Clearwater system provides solutions for investment managers’ day-to-day operations. John works closely with Clearwater clients, industry experts, client servicing representatives, and the Clearwater development team to strategize, plan, build, and release new functionality on a regular basis.

    John has been with Clearwater since 2016. Previously, John worked in middle-office operations and trade support at Société Générale, BNP Paribas, Merrill Lynch, and UBS.

    John has a bachelor’s in Finance and Investments from CUNY’s Baruch College.

    Clearwater In-Development
    Friday, Sept. 13, 2:00 - 3:00 p.m.
    Clearwater In-Development
    Thursday, Sept. 12, 3:30 - 4:30 p.m.

    Bradley Shrum

    Operations Delivery Lead
    Bio

    Bradley works with Clearwater users to understand their use of the system, tailor trainings, and enhance their Clearwater experience.

    Bradley has a Master’s of business administration and a bachelor’s in entrepreneurial management from Boise State University. 

    Getting Proactive with Automated Compliance Monitoring
    Thursday, Sept. 12, 9:45 - 10:45 a.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Brian Slattery

    Director of Sales, Insurance
    Bio

    Brian Slattery has been with Clearwater since February 2011 and leads a team of insurance solution specialists. Together, they help prospective clients identify how to improve their approach to investment accounting and portfolio reporting. Brian possesses a strong understanding of prevalent market needs and has a successful track record helping many large insurers improve their overall investment portfolio processes. Over the years, Brian has worked with the leadership of multiple Fortune 500 companies to improve the efficiency of their operations and maintains extensive relationships with senior executives. Prior to Clearwater, Brian spent six years as the Vice President specializing in institutional accounts for Merrill Lynch and Morgan Stanley Private Wealth Management.

    Brian is a former Lieutenant Commander in the United States Navy Reserve and was Honorably discharged after 11 years of service. He graduated from the US Merchant Marine Academy at Kings Point, where he was a collegiate All-American football team captain. 

    Outside of work, Brian enjoys spending time with his wife and two children as they take part in as many outdoor activities as they can, travel around the world, and keep up with busy sports schedules.

    Welcome Aboard: Tips for a Successful Clearwater Implementation
    Thursday, Sept. 12, 1:00 - 2:30 p.m.

    Fabian Soto

    Account Manager
    Bio

    Fabian works closely with Clearwater clients to ensure they are making the most of the Clearwater solution. Fabian is responsible for providing best practices and industry knowledge to solve clients' investment accounting challenges and working proactively with clients to make their day-to-day processes more streamlined and efficient. 

    In his spare time, Fabian coaches youth baseball and football. He has a bachelor's in mathematics and minor in analytical chemistry, a minor in sociology, and a minor in art from the College of Idaho. He is currently attending Boise State University to learn more about accounting practices. 

    How I Use Clearwater: Insurance Focus
    Friday, Sept. 13, 9:00 - 10:00 a.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Kate Stark

    Team Lead, Client Services Insurance
    Bio

    Kate is a Team Lead in Clearwater's insurance client servicing division. She works with her team of account managers and analysts to ensure Clearwater clients are solving their investment accounting and reporting needs. She has deep knowledge of how to improve processes and works with teams to ensure they receive the highest quality investment accounting and reporting available. 

    Kate has a bachelor's degree in business and international political economy from College of Idaho. 

    Conversations and Common Ground
    Friday, Sept. 13, 10:15 - 11:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Brian Stephens

    Senior Pre-Sales Engineer
    Bio

    Coming soon!

    How I Use Clearwater: Insurance Focus
    Friday, Sept. 13, 10:15 - 11:45 a.m.

    Laray Stoffels

    Implementation Specialist
    Bio

    Laray is an Implementation Specialist in Clearwater’s Investment Management and Corporate space. In this role, Laray acts as a project manager bringing asset managers and corporations on to the Clearwater platform. As an Implementation Specialist, Laray is responsible for ensuring a successful and complete integration of Clearwater’s solution for the various clients she works with. Laray is also a Compliance Subject Matter Expert and leads many internal and external compliance trainings.

    Laray has been with Clearwater since August of 2017. She began her career at Clearwater as a Client Services analyst in the Investment Management space before being moving to an Account Management position. As an Account Manager, Laray worked with many investment managers assisting with their day to day operations and use of the Clearwater platform. Through this experience, Laray became very familiar with the operations, reporting needs and organization within the investment management industry.

    Laray enjoys traveling, volunteering, good food, and great people. She has volunteered in several countries including Jamaica, Ethiopia and Costa Rica.

    Laray graduated from Boise State University with Bachelor’s of Business Administration degrees in Finance and Marketing.

    How I Use Clearwater: Investment Manager Focus
    Friday, Sept. 13, 12:45 - 1:45 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Alex Strekel

    Director, Investment Management Solutions
    Bio

    Alex works with Clearwater’s partners to ensure they are effectively leveraging the solution to streamline their operations and grow their businesses. Alex directly supports the sales, operations, and portfolio management groups of these clients, working closely with Clearwater’s own Client Services team to ensure successful adoption and implementation. 

    Alex has worked in various capacities in the financial services sector since graduating from Bates College in 2004. He is based in Connecticut. 

    Leveraging Integrated Middle and Back Office Tools
    Thursday, Sept. 12, 1:00 - 2:30 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Josh Sullivan

    Head of Product
    Bio

    Coming soon!

    Clearwater In-Development
    Friday, Sept. 13, 2:00 - 3:00 p.m.
    Clearwater In-Development
    Thursday, Sept. 12, 3:30 - 4:30 p.m.

    Ben Sutton

    Team Lead
    Bio

    Ben is a Team Lead in Clearwater's investment management client servicing division. Ben works with his team to manage the relationship with Clearwater’s investment management clients and partners. He empowers his clients to use Clearwater as a means to scale and centralize their operations, allowing them to manage their growth while minimizing overhead, expenses, and cost. Prior to his current role, Ben had worked in both the corporate treasury and insurance spaces in various client servicing roles.

    Ben has a bachelor's degree in political economy and a minor in Asian studies from the College of Idaho. He’s not too shabby of a soccer player and spent six months in Mongolia working for an anti-corruption firm on a project funded by the Australian government and the Asia Foundation prior to his career at Clearwater.

    Supporting a Smart Infrastructure Behind Your Client Service Model
    Friday, Sept. 13, 2:00 - 3:00 p.m.

    Kyle Whatley

    Subject Matter Expert, Derivatives
    Bio

    Kyle is an Asset Class Subject Matter expert, specializing in alternatives and derivatives. He assists in many of the day-to-day operational aspects of derivatives data, reconciliation, accounting, and reporting. Kyle is sought out by clients for advice on how their peers are using Clearwater with respect to derivatives. He also works closely with all teams at Clearwater to ensure client success and to drive the product in an increasingly complex market.

    Kyle joined Clearwater in 2015 as an alternative investment analyst in the software development department. He worked for a team whose mission was to build support for derivatives and alternative assets on the Clearwater system.

    Outside of work, Kyle can be found fishing, hunting, backpacking, snowboarding, or enjoying any of the other outdoor activities Idaho’s backcountry has to offer.

    Kyle earned a B.S. in mathematics and statistics from the University of Idaho.

    Chasing Yield: The Growth of Complex Asset Classes
    Thursday, Sept. 12, 11:00 a.m. - 12:00 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Greg Whipple

    Treasury Solutions Specialist
    Bio

    Greg works with organizations in the private and public sectors to help them automate their investment accounting and reporting processes by finding solutions that the Clearwater platform provides. He has consulted extensively with corporations starting their investment portfolios through IPO’s or funding rounds as well as with other organizations that have had longstanding investment portfolios to allow technology to revolutionize investment operations.

    Greg has a bachelor’s degree from Weber State University in Business Administration with an emphasis in Finance.

    In his spare time, Greg enjoys watching the Utah Jazz, going to Disneyland, and playing putt-putt golf. 

    How I Use Clearwater: Corporate Treasury Focus
    Thursday, Sept. 12, 3:30 - 4:30 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Sabrina Wilson, CPA, FLMI

    Product Owner
    Bio

    Sabrina serves as a product owner for regulatory filings at Clearwater. In this role, she works with internal teams for the ongoing enhancement of NAIC reports. Sabrina has over 15 years of statutory accounting and reporting experience and uses her background to communicate industry best practices and comment on regulatory guidance and procedures. She also handles complex statutory accounting and analytics questions posed by our user community. 

    Sabrina is a certified public accountant, has earned the designation of Fellow, Life Management Institute (FLMI), and has a master's degree in accounting and taxation from Boise State University. 

    Stay Up on Statutory Updates
    Friday, Sept. 13, 2:00 - 3:00 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Luther Yost

    Product Owner
    Bio

    Luther specializes in providing continuous enhancements to the Clearwater product and improving client experiences, particularly relating to the areas of portfolio and composite performance reporting. Since joining Clearwater in 2014, Luther has worked closely with industry experts, client service team leads, and the Clearwater development team to implement updates and new features for Clearwater.

    Luther loves Idaho’s outdoor scene! When he isn’t enjoying the views of the Boise foothills from Clearwater’s headquarters, he is hiking, trail running, or cycling.

    Luther has a master’s degree in statistics from the University of Maryland, College Park and a bachelor’s degree in mathematics from Frostburg State University. 

    Adding Pizzazz to Your Performance Reporting
    Thursday, Sept. 12, 3:30 - 4:30 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Dillon Zarpentine

    Program Manager
    Bio

    Dillon is responsible for delivering the combined, integrated offering of Clearwater to investment managers. Dillon works closely with Clearwater’s investment management partners to implement operational best practices and improve their end-client reporting experience.

    Dillon has a BBA in finance from Boise State University.

    Building Your Foundation with Automation
    Thursday, Sept. 12, 3:30 - 4:30 p.m.

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