Who We Are Vadim Fishman CEO Board Member – Turing Technology Vadim is an entrepreneur and innovator, founder of several companies focused on novel technologies in Biology and Finance. Involved at the early stages on genome revolution, Vadim designed key algorithms finding similarities in DNA and molecule structure. Most recently, he co-founded Turing Technology Associates, Inc. with Alexey Panchekha. Turing is a technology and Intellectual Property company that resides at the intersection mathematics, machine learning, and innovation. Its solutions typically service the financial technology (Fintech) industry. Turing's primary areas of focus relate to enabling technology supporting the burgeoning Ensemble Active Management sector, and enabling technology supporting strategies targeting downside volatility management. Immediately prior to founding Turing Technology, Vadim was Managing Director and the Head of Asset Management Division at Incapital where he led efforts focusing Holdings Recognition technologies and Risk Sensitive Investment Strategies. Turing is not Vadim's first entrepreneurial effort, as he also was the Co-Founder of Evolving Machines, LLC and Founder and CEO of IntelDM, Inc., a consulting firm providing mathematical and programming services for the financial services and biotech industries. Vadim is fluent in multiple computer and web programming languages, software and database programs. He earned an MS in Technology from the Kharkiv Politechnical University in Kharkiv, Ukraine. Alexey Panchekha, CFA President Board Member – Turing Technology In a career spanning nearly three decades, Alexey spent ten years in Academia where he focused on nonlinear and dynamic processes, ten years in the technology industry where he specialized in program design and development, and nine years in Financial Services. In the arena of Financial Services, Alexey specialized in applying mathematical techniques and technology to risk management and alpha generation. For example, Alexey was involved in the Equity Derivative Trading Technology Platform at Goldman Sachs, and led creation of multi-asset multi-geographies Portfolio Risk Management System at Bloomberg. He also served as the Head of Research at Markov Process International, a leader in portfolio attribution and analytics. Most recently, he co-founded Turing Technology Associates, Inc. with Vadim Fishman. Turing is a technology and Intellectual Property company that resides at the intersection mathematics, machine learning, and innovation. Its solutions typically service the financial technology (Fintech) industry. Turing's primary areas of focus relate to enabling technology supporting the burgeoning Ensemble Active Management sector, and enabling technology supporting strategies targeting downside volatility management. Alexey is fluent in multiple computer programming languages, Machine Learning, Deep Learning software design and data science. He earned a Ph.D. from Kharkiv Polytechnic University, with fields of study in Physics and Mathematics, and an MS from Kharkiv Polytechnic University, focused on Physics. Alexey is also a Chartered Financial Analyst (CFA®) charter holder. John Nelson Managing Director, Investments John has translated his quantitative academic background into a 20+ years career in the financial services and technology sector. In particular, John has played a number of entrepreneurial roles, through either co-founding new firms or taking on senior positions with early stage companies. His primary roles have typically been at the Chief Operating Officer level or heading up the Business Development function, and he has extensive experience in very large project management efforts plus multi-stage capital raising. John has held senior management positions with a variety of technology and/or financial services businesses, including: Placemark Investments (which was subsequently sold to Envestnet), Smartleaf, United Asset Management, and TransNational Financial Services. Placemark and Smartleaf are both cutting-edge "Overlay Portfolio Management Technology" firms which provide complex overlay management and tax optimization portfolio construction technology to the bank trust, broker-dealer and RIA market. John graduated with a BA from Brown University and a Masters from the Sloan School of Management at MIT. Seth Friedman Managing Director, Business Development Seth has worked in extensively in financial products distribution since the mid 1980s. Most notably, Seth was responsible for Eastern US Sales in the Wire/Regional Channel at Jackson National. Further, Seth was part of the management team at Nationwide Insurance where he ran Eastern US Sales for annuity products. Both firms are notable as Seth led wholesaling teams that were among the company leaders in year-over-year sales growth. More recently, Seth ran Mutual of Omaha's third party distribution team where he created and led a team of wholesalers that provided third party distribution for unaffiliated asset managers. Seth's experience at Mutual of Omaha also included a tenure where he was responsible for 401K distribution. Seth has extensive experience in working with asset managers and insurance companies to help drive profitable long-term distribution strategies for all partners. Seth is a graduate of the University of Massachusetts. BOARD OF DIRECTOR MEMBERS: Matthew Bell, CFA President, Bell Family Interests LLC Board Member – Turing Technology Matthew M. Bell, CFA, CFP® is President of Bell Family Interests LLC, a private family office management and consulting firm. Mr. Bell is also an active investor in private companies through direct transactions, through his involvement as a Founding Member of the Alamo Angels Network, and through other various venture capital funds and private equity investment vehicles. He served previously as Chief Investment Officer and Director of Family Office Services for Cross Financial Services Corporation, a Texas-based financial planning and investment management firm, from 2007 through 2015, as well as served as an investment advisor representative registered with the United States Securities & Exchange Commission and the Texas State Securities Board. In addition, he attained the Certified Financial Planner (CFP®) designation in 1997. He is also a Chartered Financial Analyst (CFA®) charter holder, having been awarded his charter by the Chartered Financial Analyst Institute in 2003. Mr. Bell is a graduate of Southern Methodist University and holds a B.B.A. degree in finance. He was previously the President of Southwest Investment Management, LLC, a Texas-based registered investment advisor firm, from its founding in 1997 through 2006. Mr. Bell was previously a Managing Director of The Trust Company, N.A., a federally chartered trust bank headquartered in San Antonio, Texas, and has been a registered representative with various NASD-registered broker-dealer firms in San Antonio and Dallas, Texas. Prior to founding Southwest Investment Management, LLC, Mr. Bell oversaw the investment operations of a financial planning and investment management firm in Dallas, Texas from 1993 to 1997. Prior to 1993, he performed investment research and analysis for a regional money management firm. BOARD OF ADVISOR MEMBERS: Bob Tull President and COO, Procure Holdings Bob has been a well-recognized expert in the ETF market since 1993, when he was one of the principals behind the development of WEBS -- the precursor to iShares ETFs. In the ensuing years he has consulting to issuers and governments on ETF infrastructure support, became a named inventor on multiple security patents involving exchange-traded products, and he has played a leading role in the design and development of over 400 exchange traded products in the U.S., Europe and Pacific Rim. Recently, Bob was presented the ETF 2018 Nate Most Lifetime Achievement Award. Bob is one of the founders of ProcureAM, LLC, and prior to ProcureAM, Bob was the owner and primary consultant of Robert Tull & Company. Prior to launching Robert Tull & Company, he held senior level roles at such firms as Morgan Stanley, Deutsche Bank, where he was Managing Director and COO of Bankers Trust Global Custody, Benefit Payments and Master Trust business units, and the American Stock Exchange LLC (AMEX), where he was Vice President of New Product Development and Executive Director of AMEX ETF Services. Bob has over twenty years of experience providing ETF and ETP consulting services to governments, SROs and issuers to develop and list 400 ETFs and ETPs in 18 different countries. As the result of this work I am a named inventor on multiple financial patents at the USPTO. Services include consultation on new financial regulations, investment management system modifications, issuer workflow changes, SRO modifications to support creations and redemptions, and issuer product design features. Consulting and design work has extended into the development of equity indexes that include smart beta, sectors, and long/short index features. Ilya B. Muchnik, Ph.D. Scientific Director of the Yandex School and Director of the Data Analysis DepartmentProfessor Emeritus, Rutgers University Professor Muchnik is currently the Scientific Director of the Yandex School and Director of the Data Analysis Department (Yandex is the Russian equivalent of Google), and was a founder of the Y-DATA academy. The program is localized to enhance the Israeli tech community and the global AI ecosystem. Professor Muchnik is also Professor Emeritus at Rutgers University in New Jersey, where he earlier was a professor at the Rutgers Computer Science Department. He has taught Graduate courses in Machine Learning and Bioinformatics. His first work on image recognition was published in 1964, proposing for the first time to use integral kernels to build adaptive nonlinear classifiers. Subsequently, they became one of the main elements of all modern methods of machine learning. Over his career, he has published 5 books, 2 textbooks, 8 monographs, and 200 papers in referenced journals and conference proceedings. Professor Muchnik has received 4 patents for the use of developed methods in bioinformatics, medical diagnostics, individual planning for cancer treatment, practical agricultural epidemiology, regional socio-geography, and financial risk forecasting systems. Professor Muchnik received a Ph.D. in Electrical Engineering and Computer Science from the USSR National Academy of Sciences, Moscow, USSR, 1972 and an M.S. Electrical Engineering from Gorky University, Gorky, USSR, 1962. Dr. David Blitzer Former Chairman of the S&P 500 Index CommitteePublic Speaker and Consultant David M. Blitzer is former Managing Director and Chairman of the Index Committee at S&P Dow Jones Indices (S&P DJI) where he had overall responsibility for index security selection, as well as index analysis and management. Prior to becoming Chairman of the Index Committee, Dr. Blitzer was Standard & Poor's Chief Economist. Before joining Standard & Poor's, he was Corporate Economist at The McGraw-Hill Companies (now S&P Global), S&P DJI's parent corporation. Prior to that, he was a Senior Economic Analyst with National Economic Research Associates, Inc. and did consulting work for various government and private sector agencies including the New Jersey Department of Environmental Protection, the National Commission on Materials Policy and Natural Resources Defense Council. Dr. Blitzer won the 2012 William F. Sharpe Indexing Lifetime Achievement Award. Dr. Blitzer is the author of Outpacing the Pros: Using Indices to Beat Wall Street's Savviest Money Managers, (McGraw-Hill, 2001) and What's the Economy Trying to Tell You? Everyone's Guide to Understanding and Profiting from the Economy, (McGraw-Hill, 1997). In the year 2000, Dr. Blitzer was named to SmartMoney magazine's distinguished list of the 30 most influential people in the world of investing, which ranked him seventh, and in the year 1998, Dr. Blitzer was named the nation's top economist, receiving the Blue Chip Economic Forecasting Award for most accurately predicting the country's leading economic indicators for four years in a row. A well-known speaker at investing and indexing conferences, Dr. Blitzer is often quoted in the global business press, including the New York Times, Wall Street Journal, USA Today, Financial Times, and various other financial and industry publications. He is frequently heard on local and national television and radio in the U.S. A graduate of Cornell University with a B.S. in engineering, Dr. Blitzer received his M.A. in economics from the George Washington University and his Ph.D. in economics from Columbia University. Billy Beane Executive Vice President of Baseball Operations, Oakland A's Billy Beane, who is considered one of the most progressive and talented executives in the game today, has molded the A's into one of baseball's most respected teams since he was named head of baseball operations following the 1997 season. He was promoted to his current position of executive vice president of baseball operations on Oct. 5, 2015 after 18 seasons as general manager. Beane has been named Major League Executive of the Year by Baseball America two times (2002; 2013) and The Sporting News Executive of the Year twice as well (1999; 2012). He also earned MLB.com's Greatness in Baseball Yearly (GIBBY) Award as the 2012 MLB Executive of the Year and the 2012 Legacy Awards' Rube Foster Award as AL Executive of the Year, presented by the Negro League Baseball Museum. In November of 2001, Beane was named to Street & Smith's Sport Business Journal's "40 Under 40" list, honoring the nation's top 40 sports executives under the age of 40. Beane's executive talents and the organization's baseball philosophy were the subject of Michael Lewis' best-selling book "Moneyball: The Art of Winning an Unfair Game," which opened the eyes of many of the top sports executives and business CEOs in the nation. The book has since been made into a full-length motion picture featuring Brad Pitt in the starring role, which premiered in 2011. As a result, Beane remains in great demand on the national speaking circuit, where he regularly addresses top companies on his management approach of identifying and using undervalued assets to create and sustain a competitive edge. He also sits on the board of directors of several companies, including ProTrade and NetSuite, Inc. In 2011, he was honored by PromaxBDA Sports Media Marketing Awards with the "Game Changer Award", an accolade given to a "cultural trendsetter who, through the development of new technologies, applications, business models, and industries, has transformed the business of Sports Media and Sports Media Marketing." A native of San Diego, Calif., Beane attended Mt. Carmel High School and UC San Diego, where he studied economics. Avi Nachmany Independent mutual fund industry consultant and strategistFormer Co-Founder and Director of Research for Strategic Insight Avi co-founded Strategic Insight (SI), a thought leadership and business intelligence firm for mutual fund industry leaders just as the modern U.S. mutual fund industry was emerging in the mid-1980s. Today Strategic Insight's research and technologies are used by investment companies across the mutual fund industry (who in total oversee over 90% of industry's assets); the SEC's Investment Management unit; the Investment Company Institute; industry lawyers, mutual fund directors, as well as service and consulting firms. Although Avi retired after his 30th year at SI, he continues to be invited to keynote speaking engagements, industry conferences and panels to offer his perspective as one of the fund industry's most experienced researchers. As Strategic Insight's Director of Research, Avi pioneered the firm's fact-based research approach, served as the firm's leading voice for the mutual fund industry's key developments, and initiated many areas of research focusing on topics of interest for fund industry executives and independent fund trustees. Avi also educated U.S. and global regulators on mutual fund industry trends, including areas where fact-based observations offer some guidance in the development of the industry's regulations. Avi is an Advisory Board Member of Baron Funds, and an advisor to a number of service firms to the fund industry, including FundGuard. He presents at times in industry conference and panels and offers educational sessions to mutual fund executives and independent directors. Avi received a B.Sc. degree in Chemistry from Tel Aviv University, and an MBA with distinction from the NYU Stern School of Business. Kathleen Neumann, CFA President, Pegassets LLC Kathleen is President of Pegassets, LLC, a firm dedicated to the licensing of innovative and disruptive intellectual property to the financial services industry. Prior to joining Pegassets, she served as President of SerenityShares Investments, an ESG-dedicated ETF start-up. Kathleen brings more than 30 years' experience in the investment management industry including executive level experience running and managing an investment advisory firm. As President of TAMRO Capital Partners in Alexandria, VA, she was in charge of leading the business aspects of this $2.5 billion asset management firm including client services, finance, operations, compliance, and administration. Previous positions include Managing Director and Senior Client Portfolio Manager for Atlantic Trust Company and Director of Client Services for Riggs Investment Management Corporation. Kathleen earned her B.A. in Economics from the University of Maryland, where she was nominated to Phi Beta Kappa, and her M.B.A. in Finance and Investments from George Washington University. Kathy holds the Chartered Financial Analyst designation and is a past President of the CFA Society of Washington. Elias Azrak Managing Partner, ETFx Investment PartnersCo-founder, ETFx Indexes, LLC Mr. Azrak is founder of ETFx Investment Partners and of ETFx Indexes, LLC an index developer for the Exchange Traded Funds market (ETFs). Elias has been a pioneer in the ETFs and index space since 2004 and has been instrumental in bringing to market the first clean energy ETF, the first water ETF, as well as other ETFs to the US and Europe which cumulatively attracted over $4 billion. The success of the water ETF has been critical to the development of the ETF market. Mr. Azrak's experience has been through a hands-on approach to investment, either by managing portfolio companies or by creating ways to develop liquidity for companies or industries. His efforts have covered both the US and Emerging Markets, and provided investment opportunity in sectors that had not traditionally been in easy reach to investors. His experience spans more than 35 years in the financial markets, including Mergers, Acquisitions, Direct Investments, Structuring and Placement of Funds and other type of Offerings, Investment Management and Trading, Shareholder Meetings, Proxy Battles and other Corporate Actions. From 2001 to 2005 he was the Managing Member of Hydrogen Ventures LLC, a technical and financial advisory firm specializing in advanced energy and transportation technology companies in the early to development stage. From 1999 to 2001 Mr. Azrak represented SAM Sustainability Group in Geneva, Switzerland where he was responsible for marketing SAM funds and was also involved in the structuring of derivative products based on the Dow Jones Sustainability Index. From 1992 to 1998 Mr. Azrak managed Private Equity transactions, Foreign Direct Investments and portfolio investments in Russia where he was founder of Soyuz Advisors, which provided investment and corporate finance services, as well as liquidity development programs, to Russian companies in the telecom, utilities, oil & gas and automotive industries. From 1987 to 1992, Mr. Azrak worked with SASEA Holding SA, where he was involved in a number of acquisitions and divestitures. During 1989 to 1991 he was the Treasurer of Pathé Communications, a portfolio company that successfully acquired the US movie conglomerate MGM, and became responsible for the management of a yearly cash flow of over $1 billion. Elias Azrak served on a number of corporate boards of listed and private companies as well as non-profit organizations such as the California Hydrogen Business Council, the Hydrogen Financing Forum, and other organizations. Gerard Michael President, Co-Founder of Smartleaf, Inc. Jerry co-founded Smartleaf in 1999 to reduce the operational burden of managing customized, tax, risk and expense sensitive personal portfolios. Smartleaf began selling its overlay portfolio management solution to banks, trusts and financial services companies in 2003, and the company has become a leader in this space with over 50 clients and over $50 billion in assets under management. Smartleaf's clients increasingly use this as the chassis for their entire wealth management offerings. Before founding Smartleaf, Jerry was a founder and director of Crimson & Brown Associates, which was sold to a division of the Washington Post, providing a tenfold return to its investors. Jerry received a B.A., Mathematics and B.A., Computer Science from the University of Wisconsin-Madison. He also holds a Series 65. Alexander Gammerman, PhD Professor of Computer Science and Founding Director of Centre for Machine Learning, University of London Professor Gammerman's research interest lies in machine learning, in particular, in the development of novel machine learning techniques that guarantee validity of prediction. Areas of application encompasses medical diagnosis, drug design, forensic science, proteomics, genomics, environment and information security. Professor Gammerman has published about two hundred research papers and several books on computational learning and probabilistic inference. Professor Gammerman is a Fellow of the Royal Statistical Society. He chaired and participated in many international conferences and workshops on Machine Learning and Bayesian methods in Europe, Russia and in the United States. He was also a member of the editorial boards of the Law, Probability and Risk journal (2002-2009) and the Computer Journal (2003-2008). Frank Maselli Keynote Speaker, Financial Industry Expert, 3X Best-Selling Author Frank Maselli is a former U.S. Army officer and thirty plus year veteran of the financial services industry. He started as an Advisor with Dean Witter and became a Branch Manager and Regional Sales Director with PaineWebber in the early 1980's. From 1996 to 2006 Frank served as the Executive Vice President and National Sales Manager for Natixis, one of the largest and most successful mutual fund families in the world. Frank is now a top-rated speaker, trainer and industry consultant. He's the author of three best-selling books and has trained tens of thousands of advisors, wholesalers and managers at nearly every firm in the industry. His keynotes and training programs address the biggest concerns advisors have, but in a modern, entertaining way. No more old-school sales pitches or boring lectures. His delivery is filled with passion, energy, relevance and tremendous humor. Audiences consistently rank him as the top speaker at every conference he's attended. Albert Shiryaev, PhD Distinguished Professor of Moscow State University and Head of the Department of Probability Theory in the university's Faculty of Mechanics and MathematicsMember of the Russian Academy of Sciences Member of the Russian Academy of Sciences, Distinguished Professor of Moscow State University, head of the Department of Probability Theory in Moscow State University's Faculty of Mechanics and Mathematics. Senior researcher at the Steklov Mathematical Institute. Works on a broad range of questions of general probability theory and mathematical statistics. Author of 10 monographs, eight textbooks and more than 280 scientific articles. Educated 57 Candidates and 30 Doctors of Science. A student of Andrey Kolmogorov, he is the editor-compiler of two volumes of Selected Works and other jubilee publications dedicated to the anniversary of the outstanding mathematician. In his lectures at the School of Data Analysis, he shows students how the theory of stochastic processes "works" in the field of data analysis. Kathleen Pritchard Partner, Purpose Consulting GroupKeynote Speaker and Thought Leader Kathleen is the partner of Purpose Consulting Group, which is a practice management consulting ﬁrm that works with ﬁnancial services leaders that have the courage to think differently from the rest of the pack. Our goal is to provide the research insights, thoughtful content, and engaging delivery that inspires action and leads to meaningful results. Prior to Purpose Consulting, she was Managing Direct and Head of Advisor Business Development for Legg Mason & Co. The Advisor Business Development team supported the US retail and institutional businesses and the UK Advisory Business for Legg Mason. In this role, Kathleen Built the Legg Mason brand as a National Spokesperson for Legg Mason representing the firm as a pre-eminent keynote speaker and thought leader at industry conferences, client conferences, and various other platform speaking opportunities and consulting engagements. Specialties include transformational practice management, wealth management and consultative selling practices. Recognized expertise in social media, aging and its financial implications, client acquisition, and advisor branding. Kathleen has a degree in Political Science from St. Mary's College, Notre Dame. Billy Bean Vice President and Special Assistant to the Commissioner of Major League Baseball Billy Bean is a former professional baseball player, an accomplished author, and is currently a major league baseball (MLB) front office executive serving as Vice President and Special Assistant to the Commissioner. In 2014, Mr. Bean was announced as MLB's first-ever Ambassador for Inclusion. As a senior advisor to Commissioner Rob Manfred, his role focuses on baseball's social responsibility initiatives and LGBT inclusion. Among his responsibilities, Mr. Bean works with MLB's 30 clubs to bring awareness to all players, coaches, managers, umpires, employees, and stakeholders throughout baseball to ensure an equitable, inclusive, and supportive workplace for everyone. Billy is on the Board of Directors of LGBTQ Loyalty Holdings, which delivers progressive financial indices and marketing platforms for the LGBTQ community, and is in the process of launching an ETF based upon its first such index. This ETF and Index will fit within the environmental, social and governance ("ESG") segment. Billy is also on the Board of Directors of LifeApps Brands, Inc., a publicly traded company which intends to deliver financial and marketing platforms specific to the LGBTQ community. Mr. Bean is a member of the MLB Owner's Diversity and Inclusion Committee and was instrumental in the development of MLB's 'Shred Hate' bullying prevention program, a ground breaking educational youth campaign and partnership with ESPN. He is also the author of the book, "Going the Other Way: Lessons from a Life in and out of Major League Baseball." He broke into the big leagues with the Detroit Tigers, and tied a major-league record with four hits in his first game. He went on to play for the Los Angeles Dodgers and the San Diego Padres, in a career that spanned 1987 - 1995. Mr. Bean was a two-time "All-America" outfielder at Loyola Marymount University before graduating with a degree in Business Administration. During the 1986 season, Bean led the Loyola Marymount Lions to a midseason #1 national ranking and a berth into the College World Series in Omaha, Nebraska. Tim Mullaney Business Head of CAVU Securities' Money Fund Portal Tim has over 30 years of experience in the Financial Services Industry, where he has earned a reputation for successful entrepreneurism from within larger organizations. For example, during 2019 he joined CAVU Securities where he took over an innovative diversity-owned money fund portal which provides large institutional investors with leading-edge technology and investment choice regarding management of their liquidity assets. When Tim arrived, the Portal had less than $50 million in assets, and in just a few months he had built the business to over $6 billion in assets. Earlier innovation-based initiatives included launching one of the industry's first tax managed funds, and launching the lowest M&E variable annuity product line to be offered in the marketplace. Prior to joining CAVU, Tim created, launched and ran CastleOak's money fund portal business. Earlier in his career, he held such senior positions as COO at Post Advisory Group, Managing Director at BNY Mellon, Controller and CFO at Evergreen Investments (now part of Wells Fargo Asset Management), and Mutual Fund CFO at Manning and Napier Advisors. Tim is a graduate of Boston College, has a CPA license from the Commonwealth of Massachusetts (inactive) and holds various NASD licenses.