Jakob Thomä is one of the leading global experts on sustainable finance and long-term risks. He co-founded the 2° Investing Initiative entities in New York and Berlin and serves as Executive Director of 2° Investing Initiative Deutschland.

Over the past 10 years, Jakob has led the development of a range of sustainability solutions, with a focus on designing business models for both public and commercial goods. Jakob led the incubation of PACTA, the first methodology and tool to measure the alignment of financial portfolios with climate goals, and today the most widely used alignment methodology in the world. He led the negotations of the PACTA transfer to RMI in 2022. Jakob also co-led the incubation of AssetResolution, now a commercial data company. Current ventures include MyFairMoney and 1in1000, as well as a venture on climate-related SME data.

Jakob is Special Research Fellow to the Japanese Financial Services Agency, as well as member of the FCA Disclosure & Labels Advisory Group and the Austria Green Finance Beirat. He previously served as Academic Advisor to the Bank of England and EIOPA. He holds a PhD in Finance from the Conservatoire National des Arts et Metiers. Jakob is also Senior Fellow at the School of Oriental and African Studies, University of London, where he teaches a Green Finance course.

As Group President, Envestnet Solutions and Co-Chief Investment Officer at Envestnet, Dana is responsible for wealth and asset management solutions across Envestnet’s ecosystem, including its research, overlay, direct indexing, sustainable investing and retirement services as well as partnerships with exchanges and other wealth solutions providers. Dana is also a chair of Envestnet | PMC’s Investment Committee.

Prior to joining Envestnet, Dana was most recently a Managing Director of Symmetry Partners where she also served as President and a Portfolio Manager of Symmetry Panoramic Mutual Funds, the firm’s multi-factor family of funds.

Dana is a frequent contributor on CNBC Squawk Box, Bloomberg TV and Radio, Yahoo! Finance and Nasdaq TradeTalks. She has been honored by Money Management Executive as one of the publication’s “Top Women in Asset Management” in 2018 and “Women to Watch” in 2017. She has also published articles on factor investing in The Journal of Financial Planning and The Journal of Index Investing. Dana holds the Chartered Financial Analyst (CFA) designation, and earned both her MBA (in Finance) and BA (in English and International Studies) from Fairfield University.

Hector McNeil is a veteran of the ETF industry, being instrumental in establishing Susquehanna’s ETF desk in Europe as head of business development. Hector then joined ETF Securities as Joint Managing Partner, before going on to found BoostETP with Nik Bienkowski in 2011. BoostETP was purchased by US ETF provider WisdomTree in 2014 and following the completion of this buyout in 2016 Hector stepped down as Co-CEO of WisdomTree Europe.

He has since set up Europe’s first independent ‘white label’ ETF platform, HANetf, with business partner Nik Bienkowski, which will provide asset managers with a turnkey solution to enter the European ETF market. Hector, a Fellow of the Securities Institute, holds a BA in Economics and received an MBA from Warwick Business School. Hector was recently recognised as one of the most influential ETF experts in the industry, by being included in the ETF Stream ‘30 Index’.

Sanjoy is the Founder of Investment Metrics, LLC and has been at the helm of Investment Metrics since its inception. He is responsible for overall product & business strategy with a laser focus on meeting client needs since inception of the firm. His passion and vast domain expertise in investment analytics, workflow optimization and data mining drives innovation at Investment Metrics to provide pragmatic solutions for their clients.

Sanjoy has 25+ years of experience working in the institutional investment market segment. Sanjoy holds an MBA in Finance from Pace University, New York and a Bachelor of Engineering in Electronics from India.

Peter Dietrich is the Head of Wealth for Morningstar Indexes, with primary responsibility for developing direct indexing relationships and establishing strategic partnerships with firms across the wealth segment.

Prior to this role, Peter spent 18 months as the global head of sales for Morningstar Indexes and three years in Hong Kong leading retail business development for Morningstar across Greater China and Asia.  Peter joined Morningstar in 2006 and has served in a variety of business development roles across the firm. From 2006 to 2012, he helped grow the flagship research platform, Morningstar Direct^TM across North America. In 2012, he joined the Global Business Development team and was responsible for managing three of Morningstar’s largest strategic partners. Peter began his career at Northwestern Mutual and then Ibbotson Associates before it was acquired by Morningstar.

He holds a Bachelor’s degree in finance from the University of Wisconsin-Milwaukee, and an MBA in corporate entrepreneurship from DePaul’s Kellstadt Graduate School of Business.

Dan leads Morningstar’s 20-strong investment management team for the EMEA region, working with advisers and institutions to help them deliver investment solutions to investors.

Dan joined Morningstar in 2014 as co-head of investment consulting and portfolio management in the EMEA region. He previously served with Albemarle Street Partners, an investment consultancy partnership that he co-founded. Prior to Albemarle, he worked for Saltus Partners, managing the firm’s flagship Saltus Multi Asset Class Fund. He has also worked as fund manager and head of fund research for Williams de Broë (formerly Christows).

Dan has 19 years’ experience in research, investment management and investment consulting. He has managed a wide variety of portfolios, specialising in multi-asset risk graded products. He is also a well-known commentator on investment issues.

Marta Norton oversees the Americas investment team, working with advisers and institutions to help them deliver world-class investment solutions to investors.

She is a member of the Global Investment Policy Committee, which directs the unit’s global investment capabilities, committees, and processes. Marta is a named portfolio manager on the Morningstar Unconstrained Allocation Fund, the Morningstar Global Income Fund, and the Morningstar Alternatives Fund.

Before assuming the position of Chief Investment Officer, Americas, Marta was a portfolio manager and the head of the U.S. outcome-based strategies team. She joined the investment management team in 2008, from Morningstar, Inc.’s, manager research team.

Marta joined Morningstar in 2005, after a working as an economist with the Bureau of Labor Statistics and as a research analyst at LECG, LLC.

Nadia Papagiannis, CFA, is responsible for developing and managing discretionary, multi-asset class products including model portfolios for NTAM. She joined Northern Trust in 2018, having spent more than 4 years at Goldman Sachs Asset Management as Director of Alternative Investment Strategy and 8 years at Morningstar, where she was the Director of Alternative Fund Research. Nadia received an MBA from the University of Chicago in 2009.

Prior to joining Morningstar in 2005, she was a senior compliance examiner at NASD (now FINRA), auditing broker-dealers. She also worked at the National Futures Association (NFA), auditing firms trading futures and options, including hedge funds.

Papagiannis holds a bachelor’s degree in finance and French from the University of Wisconsin and a master’s degree in business administration from the University of Chicago Booth School of Business. Papagiannis also holds the Chartered Financial Analyst (CFA) designation. In 2011, Institutional Investor selected her as one of the publication’s Rising Stars of Mutual Funds. In 2017, The Hedge Fund Journal selected her as one of the 50 Leading Women in Hedge Funds.

As Senior Principal of Applied Research, Christoph Schon generates insights into recent risk trends with a particular focus on fixed income and multi-asset class analysis.

As the author of the weekly multi-asset class edition of Qontigo’s Risk Monitor highlights, Christoph reports on equity, fixed-income, currency, and commodity market developments around the world and how these affect the risk of a global multi-asset class model portfolio. In addition, he produces periodic special reports and blog posts on topics that are of general interest to the investment community. He also holds periodic webinars and is a regular speaker at industry events.

Christoph has been in the portfolio risk and performance analysis space for over 15 years, having previously worked for Lehman Brothers/Barclays POINT and UBS Delta, where he held various roles as marketer, Head of Client Services and client-facing quant. He began his career in 2000 as a fixed income research analyst at Dresdner Bank in Frankfurt. He joined Dresdner’s Fl index research group in 2002 and served as a member of the iBoxx European technical committee until 2006.

Christoph has been a CFA Charterholder since November 2007 and earned the CIPM designation in 2015. He holds a joint degree in electrical engineering and economics from TU Darmstadt in Germany.

Bob has over 25 years experience in the Financial Services and Asset Management industries having served in numerous executive and investment management roles at Fidelity Investments in addition to time spent as a strategy consultant in the Asset Management/FIG practice of McKinsey & Company.  As the Global Head of Research and Mutual Funds at London Stock Exchange Group, Bob oversees the global collective fund business propositions and investment research functions. Bob also serves on the Investment Committee of Refinitiv overseeing the firm’s global defined benefit and defined contribution retirement plans.

Bob earned an MBA in Finance and Entrepreneurial Management from the Wharton School, University of Pennsylvania.  Over his career he has held FINRA Series 4, 7, 8, 9/10, 24 and 63 General Securities licenses and has served as a General Securities Principal and as a Senior Registered Options Principal.  In addition to numerous speaking events and financial media appearances, he has authored several white papers on topics such as Retirement Investing, Investment Policy and Portfolio Manager Selection.

Marina is CEO of Sentifi – labelled in 2022 as one of the top 100 most innovative companies globally (by the Wealth Tech 100 and AI Fintech 100 rankings). Prior to this, she was the company’s COO. Prior to joining Sentifi, Marina was an early member of the team at IHS Markit for five years, and worked at State Street for over a decade.

Sentifi detects investment signals in real time from the broadest sources of digital channels (over 500M+ tweets daily, over 2M+ news, forums and blogs daily). The company’s award-winning AI engine and analytics transform investment decision-making by offering unparalleled insights (for example, on the changing perception of risk, momentum changes) on companies, commodities, currencies, cryptocurrencies, indices, sectors, industries, regions and countries globally.