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AIR Summit Forms New Advisory Board


April 1, 2019 - AIR Summit Holdings, LLC is pleased to announce the AIR Summit Advisory Board for 2019.  The Advisory Board will be instrumental in determining the presenting companies at AIR Summit 5.0, which will be held in New York City this September 18th and 19th.   The Advisory Board is comprised of distinguished leaders in financial technology and capital markets and will work closely with AIR Summit leadership in order to showcase the most innovative companies and ideas in AlphaTech™. 


The first six Advisory Board members include:


  • Carrie Jaquith – Vice President, Digital Product Manager at Lazard Frères; Teaching Associate, Master of Science in Applied Analytics at Columbia University; Regularly featured speaker, panelist and moderator

  • Ashby Monk – Research Director at Stanford University’s Global Projects Center; Co-founder and Chairman of Long Game; Senior Advisor for the Long-Term Stock Exchange

  • Cathie Wood – Founder and CEO at ARK Investment Management, LLC; Member of The Bloomberg 50 list; former CIO at AllianceBernstein

  • Jordan Vinarub – Head of NYC Tech Development Center at T. Rowe Price; former software development manager at Bridgewater; former Head of Development at REDI Technologies

  • Clare Flynn Levy – Founder and CEO of Essentia Analytics, Behavioral finance and flexible working evangelist; former portfolio manager

  • Mat Gulley – Executive Vice President, Franklin Templeton Investments, Alternative Strategies; former Co-head FT Fintech Opportunities Committee and Head of Investment Management Strategic Services overseeing Investment Management Data Science, Global Investment Risk and Global Trading


“I have been a long-time supporter of the AIR Summit and believe it to be one of the best communities of Fintech influencers where I can learn and collaborate alongside my peers,” said Advisory Board member Mat Gulley. Gulley added, “The rate of change in our industry is becoming ever harder to manage and innovation is no longer a nice-to-have, but a must-have in order to be a successful investment manager.”


“The AIR Summit was built by the buyside for the buyside and presents cutting-edge technology that helps investment managers make better or faster decisions in their investment processes,” said Morgan Dunbar, Managing Partner at AIR Summit Holdings, LLC.  Dunbar added, “we review hundreds of companies each year and appreciate the expertise our Advisory Board brings to our membership.  Their insight helps us ensure the presenting innovations are fresh and relevant to the biggest challenges faced by investment managers today.”


About AIR Summit


AIR Summit is the premier community focused on leading innovative technology in the investment management process.  Membership in the community includes global investment management, emerging technology and major financial services companies. AIR Summit produces events and related content that engage thought leaders from this community to provide actionable insights and spur innovation that support the creation of alpha in the investment management process.  The community was first organized in 2014 and has been the launching pad for more than 75 emerging technology and data companies.  AIR Summit 4.0 was held in New York City in September 2018 with participating investment management firms representing $32 trillion in assets under management.  Future events in 2019 will be held in London and in New York City.


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