Kris J. Thiessen, CFA, CAIA, EA
Helix Management, Inc.
Kris J. Thiessen, CFA, CAIA, EA, is the Founder and Managing Partner of Helix Management and serves as Chair of the Board of Directors of the CFA Society New York.
He founded Helix in 2002 to focus on investments in public and private life sciences companies, royalties, structured transactions and investment funds. He also advises individuals and business owners on tax matters, including compliance, controversy and planning. Kris began his investment career at Goldman Sachs, where he helped build a new proprietary trading effort, and worked in equity derivatives and healthcare investment banking. Prior to his business life, Kris was a principal investigator for experiments on two Space Shuttle missions.
At the CFA Society New York, Kris has been recognized as Chair Emeritus of the Alternative Investments Group, our largest member interest group. During his two years as Co-Chair, the Alternative Investments Group hosted or co-hosted 22 events which reached an audience of over 11,400 participants. Kris co-created the Annual Private Equity and Venture Capital Conference and received the CFANY 2018 Volunteer of the Year award.
Kris received his BA in Economics from Harvard College and his MS in Taxation from Baruch College Zicklin School of Business. He has earned the right to use the Chartered Financial Analyst, Chartered Alternative Investment Analyst and Enrolled Agent designations.
Thomas Brigandi, CFA
Moody’s Investors Service
Thomas Brigandi, CFA, is a Lead Analyst in the Global Project and Infrastructure Finance Group at Moody’s Investors Service, where he is responsible for a portfolio of 34 power, toll-road, airport, port, water, wastewater, natural gas pipeline and project finance credits that collectively have over $15 billion of debt outstanding. Brigandi also serves on Moody’s public pension steering committee, ESG Americas working group and formerly served on the veteran recruiting sub-committee. Brigandi previously worked at the ~$200bn NYC Pension Fund, where he focused on energy and natural resources and reported directly to the chief investment officer. Brigandi is Vice Chair of the Board of Directors of the roughly 12,000 investment professional member CFA Society New York (CFANY), the largest CFA Institute Society globally. Brigandi, the CFA Institute Inaugural Global Outstanding Young Leader and CFANY’s 2016 Benjamin Graham Distinguished Service Award recipient, has organized over 90 CFA Society conferences globally that were attended in-person by over 16,000 investment professionals. These events featured over 400 senior asset owner and investment consultant speakers who represent organizations that collectively oversee or advise on more than $72 trillion in fiduciary assets, in addition to over 200 senior asset manager speakers who represent firms that collectively manage in excess of $30 trillion in assets. Brigandi, the founder of CFANY’s Asset Owner Series, Emerging and Frontier Market Series, Investment Employment Outlook and Professional Development Series, Policy Series, Putting Beneficiaries First Series and Global Infrastructure Conference Series, leads a team of over 500 investment professional CFA Society volunteers globally. While serving as the Director of Global Volunteers of the American Foundation for African Children’s Education, Brigandi organized the NASDAQ Closing Bell Ceremony on September 23, 2011, hosted for the President of Sierra Leone. Brigandi maintains over 13,000 connections on LinkedIn and holds a Bachelor of Science in Finance, Accounting and Economics from the Macaulay Honors College (MHC) at the City University of New York. Brigandi received the college’s inaugural Alumni Pioneer Award and serves on the MHC Foundation Board of Directors as Treasurer.
Carole K. Crawford, CFA
Carole K. Crawford, CFA, is founder and Managing Partner of fincap360, developing venture portfolios for entrepreneurial family offices, often actively engaged with portfolio companies. Carole founded and chairs CFANY’s Fintech Thought Leadership Group. Focused on discussion and member participation across all career levels, the Group’s programming has attracted 1/3 of CFANY’s members. Prior to fincap360, she built a successful wealth management practice at Morgan Stanley, in addition to leading branch-wide business development for alternative investments and SMAs for two of the largest offices of the firm.
Through the years she has counseled the White House, Congress and other political leaders on issues related to financial services and entrepreneurship, called on by both sides of the aisle. She holds a bachelor’s degree in economics from the University of Michigan and completed the Certified Investment Management Analyst program at the Wharton School Aresty Institute of Executive Education. In 2018 she was a recipient of CFANY’s Volunteer of the Year Award.
Evelyn Yeow, CFA
American Century Investments
Evelyn Yeow, CFA, is an investment analyst at American Century Investments. In her role, she provides fundamental equity research and analysis for the emerging markets equity team. Prior to this, she was an investment analyst at John Hsu Capital Group, an institutional asset management firm, where she worked alongside the CIO on Asian equity investing. She earned a bachelor’s degree in mathematics from City University of New York. She is a CFA charterholder and a member of the CFA Institute.
Ms. Yeow has been an active volunteer at the CFA Society New York (CFANY) since 2015. She has served various leadership positions including the Chair/Vice Chair of the Career Development group and a member of the Nominations Committee, and played a leading role from the early stages of the Asset Owners Series. In recognition of her integral role in the organization, she was awarded the 2016 CFANY Young Investment Professional Award.
Dr. James Adams, CFA
New York University
James Adams, CFA, teaches at New York University, where he is an Adjunct Professor of Finance and Risk Engineering at Tandon School of Engineering and Visiting Clinical Assistant Professor at the School of Professional Studies. During his 26-year tenure at J.P. Morgan, he led client coverage teams in Derivatives, Rates, Foreign Exchange and Investor Services covering major institutions across the globe and spent several years in Europe managing major multinational corporate relationships. In his most recent role as Managing Director at J.P. Morgan, he managed sales and relationship management for North American Asset Owners and Consultant Relations in Investor Services, as well as emerging technology client outreach globally for Investor Services. He was also active in recruiting, training and mentoring professionals at J.P. Morgan. Dr. Adams has published peer-reviewed academic articles in corporate finance, derivatives and pension risk management and co-authored several CFA Institute curriculum readings.
Dr. Adams earned a Ph.D. and M.A. in Economics from The Ohio State University and a B.A. in Economics from Wayne State University, and has been a CFA charterholder since 2001. He is also a member of the Board of Directors of two publicly traded Canadian companies (Sokoman Minerals Corporation and Visionstate Corporation).
Sanjay Arora, CFA, CMA, ACA
Sanjay Arora, CFA, CMA, ACA, is a Managing Director: Institutional Fixed Income Capital Markets at Raymond James Financial Inc. (listed “RJF”) and has over twenty-five years of global experience. He was re-elected to the Board of Directors this year and was formerly Vice Chairman of Institutional Asset Management Group.
Arora spent a decade in Bahrain, starting his professional career with PricewaterhouseCoopers and later as CFO for one of the largest local investment company. He was appointed by Morgan Keegan & Co, owned by Regions Financial (listed “RF”), at their head office in Memphis, TN to expand their Institutional Fixed Income Capital Markets. Raymond James bought Morgan Keegan and Arora was relocated to New York. Arora is Chartered Accountant, Cost& Management Accountant, Certified Management Accountant and CFA charterholder.
Amelie Derosne, CFA
Amelie Derosne, CFA, has been with Société Générale since 2007, and currently serves as a Vice President on the Emerging Markets and US corporate repo trading desk. Prior to serving in her current capacity, Derosne worked within Société Générale’s emerging markets fixed income and currencies desk, as well as within the equity derivatives proprietary trading group as a programmer for several algorithmic trading desks. Derosne has served as Vice Chair of CFANY’s Membership Committee between 2015 and 2017 and has played a leading role as a volunteer for the CFANY’s Asset Owners Series. Since 2015, the Series has hosted C-Level investment executives from asset owner organizations that collectively have over $35 trillion in assets under management or advisory. Additionally, Derosne chaired the 2019 and served on the 2016 CFANY Nominations Committee and has been a member of CFANY’s Global Investment Thought Leadership Group since 2013. Derosne has assisted in the organization of over 25 CFANY events, which were attended by over 2,500 investment professionals. Derosne holds a BS and a Masters Degree in Finance from the Institut Superieur du Commerce de Paris, an MBA from Louisiana Tech University and is currently working on her micro masters in Data, Economics and Development Policy from MIT. Derosne is a CFA charterholder.
Kevin Maxwell, CFA
CenterSquare Investment Management
Kevin J. Maxwell, CFA, is a Managing Director and Head of Capital Markets at CenterSquare Investment Management where he focuses on leading business development efforts for the firm’s private real estate, listed real estate, and listed infrastructure investment strategies, developing new investor relationships across the institutional marketplace including consultants, public and private sector pension funds, Taft-Hartley plans, family offices, foundations and endowments. Prior to joining CenterSquare, Kevin was with Nuveen, a TIAA company, where he held the position of Managing Director of Advisory Services and led real asset marketing in the Eastern United States. Prior to Nuveen, he held a leadership position in the marketing group at Lasalle Investment Management. Mr. Maxwell holds a B.S. in Accounting from the University of Illinois at Urbana-Champaign and an MBA in Finance from Northwestern University. He is a CFA charterholder, and previously served as Treasurer on CFANY’s Board of Directors.
Deepika Sharma, CFA
Deepika Sharma, CFA, is a Director at BlackRock and heads research and product strategy for multi-asset factor strategies. In this role, she is responsible for driving an intensive research agenda to identify the future generation of systematic strategies across major asset classes working with key internal partners such as PMs, and fostering specific product recommendations in the context of business objectives, competitive landscape, and overall firm strategy.
Prior to this role, she was Portfolio Manager and Managing Director of Investments at Astor Investment Management LLC, a quantitative global macro asset manager, where she co-managed $2bn in assets across retail and institutional channels. She has previously worked on the Fixed income Proprietary Desk at Nomura, as well as in macro strategy at Roubini Global Economics. Deepika began her career as an Analyst on the Structured Credit Desk at Lehman Brothers.
Deepika currently serves on the Board of Directors at CFA Society New York (previously, the New York Society of Security Analysts). She holds a Masters in International Finance at Columbia University and is a CFA charter holder.
Sammy Suzuki, CFA
Sammy Suzuki, CFA, is Portfolio Manager of Strategic Core Equities at AllianceBernstein (AB). He has been managing the Emerging Markets Strategic Core portfolio since its inception in July 2012 and the Global, International and US portfolios since 2015. The Strategic Core platform that he co-founded has grown to over $5B in assets. Sammy has managed portfolios for over 13 years and emerging-markets portfolios for a decade. From 2010 to 2012 he also held the role of director of Fundamental Value Research at AB, where he managed 50 fundamental analysts globally.
Prior to managing portfolios, Sammy spent a decade as a research analyst. He joined AB in 1994 as a research associate covering the capital equipment industry, and then became an analyst covering the technology industry. From 1998 to 2004 Sammy served as senior research analyst for the global automotive industry. Before joining AB, he was a consultant at Bain & Company.
Sammy holds a BS in materials science and engineering and a BS in finance from the University of Pennsylvania. He is a CFA charterholder.
Maria Weitzer, CFA
APG Asset Management US
Maria Weitzer, CFA, is Senior Investment Risk Manager at APG Asset Management US, a Dutch pension capital investment management firm and one of the largest public pension fund managers in the world. Maria is focused on analyzing, reviewing and providing approvals of investment opportunities across strategies and asset classes. Prior to APG, Maria was Director, Portfolio Management at TAG Associates LLC, a multi-client family office and portfolio management services firm with more than $8 billion of assets under management. Maria was responsible for manager research in public markets strategies and also served as portfolio manager to client accounts. She was a voting member of TAG’s Investment Committee. Prior to joining TAG, Maria spent over eight years at Asset Alliance Corporation, most recently as Director, Research and Investments, focusing on manager research and due diligence across various strategies and asset classes as well as managing client portfolios. Prior to Asset Alliance, Maria was at Deutsche Bank where she performed risk management and monitoring functions for Deutsche Bank’s managed account platform. Prior to Deutsche Bank, she was an auditor at the Financial Services division of KPMG LLP. Maria received her B.A. in Accounting and Management from Hartwick College. Maria has been actively involved with the CFA Society New York for over 10 years and serves on the Board of Directors of CFANY.
Kelly Ye, CFA
Kelly Ye, CFA, is Director of Research at IndexIQ, a wholly owned subsidiary of New York Life Investment Management. She oversees research and new product development across IndexIQ ETF family. Before joining IndexIQ, Kelly is Director and head of Quantitative Investment Strategy in New York Life Investment Management’s Strategic Asset Allocation Team. Kelly joined NYLIM in 2015 from Goldman Sachs Asset Management where she was the head quant on the credit investment team. She was responsible for all bottom up and top down research models as well as portfolio construction tools. Prior to that role, Kelly was a senior Fixed Income Quant Strategist in Goldman Sachs credit trading desk covering various Fixed Income instruments including Bank Loans, Invest Grade and High Yield corporate bonds, Credit Default Swaps and Municipal bonds. Kelly began her career as a Credit Derivative Structurer at BNP Paribas, designing structured credit solutions for institutional and private bank clients. Kelly has a dual Master’s degree in Operations Research and Financial Engineering from Massachusetts Institute of Technology and a B.S. in Applied Math from Peking University in China.
Jonathan Prin, CFA
Jonathan Prin, CFA, is a Portfolio Manager and Director of Research at Greylock Capital, a hedge fund focused on emerging markets distressed debt. Prior to joining Greylock, he was a portfolio manager and member of the Global Fixed Income Group at JP Morgan Asset Management. At JP Morgan, Mr. Prin was responsible for managing and trading emerging market high yield corporate debt portfolios. Prior to joining JP Morgan, he was a credit analyst at Bear Stearns Asset Management. Previously, Mr. Prin was a research analyst in the Leveraged Finance Department of Credit Suisse First Boston, as part of an Institutional Investor-ranked group. Mr. Prin has a B.A. in from the University of Pennsylvania, and received his CFA charter holder designation in 2009.
Karen E. Boroff, PhD Seton Hall University 2012-2015
Karen E. Boroff, PhD, is a professor in the Department of Management at the Stillman School of Business. Previously, she was on a one-year assignment as a visiting professor at the United States Military Academy. She was also the dean of Seton Hall University’s Stillman School of Business from 2000 to 2010. Under her leadership, the school was recently reaccredited by the premier accrediting agency of business schools, the AACSB, and was also awarded the prestigious accounting accreditation. She initiated the development of a code of conduct for the Stillman School, as well as a lecture series focused on integrity in business practice. During her tenure, the school opened its Trading Room, Seton Hall Sports Polling Center, and Entrepreneurship Center. The school tremendously increased its international outreach, especially with excellent colleges in China. The school has earned national distinctions for its undergraduate and graduate programs, as cited in such rankings as Bloomberg, BusinessWeek, US News and World Report, Entrepreneurship 2.0, and the Princeton Review. In January 2008, the school earned the Council on Higher Education Accreditations award on Institutional Outcomes Assessment. Boroff earned a PhD in business from Columbia University, an MBA from Lehigh University and a BS in industrial and labor relations from Cornell University.
*Richard G. Campbell 1937-38 *Richard B. Jones 1938-39 *Eugene J. Habas 1939-40 *Howard F. Vultree 1940-41 *Marshall Dunn 1941-42 *Wm. Hamilton Swartz, CFA 1942-43 *Lucien O. Hooper, CFA 1943-44 *Charles Tatham Jr. 1944-45 *N. Leonard Jarvis 1945-46 *Pierre R. Bretey 1946-47 *Shelby C. Davis, CFA 1947-48 *Glenelg P. Caterer, CFA 1948-49 Joseph M. Galanis, CFA 1949-50 *John W. Spurdle 1950-51 Jeremy C. Jenks, CFA 1951-52 *Marvin Chandler 1952-53 *Sidney B. Lurie 1953-54 *William R. White 1954-55 *Nathan Bowen 1955-56 *W. Sturgis Macomber 1956-57 Nicholas E. Crane 1957-58 *Ralph A. Rotnem, CFA 1958-59 Lawrence R. Kahn 1959-60 Edward S. Wilson 1960-61 Donald B. Macurda 1961-62 *Edward R. Holt 1962-63 *Gerald L. Wilstead 1963-64 *Thomas H. Lenagh, CFA 1964-65 *Todd G. Alexander 1965-66 Raymond W. Hammell, CFA 1966-67 *Jane L. Brett 1967-68 Sidney R. Winters 1968-69 Philip E. Albrecht, CFA 1969-70 Robert D. MacMurdy, CFA 1970-71 Stanley A. Nabi, CFA 1971-72 David Norr, CFA, CPA 1972-73 Peter J. DeAngelis, CFA 1973-74 Arthur K. Carlson 1974-75 Herbert E. Goodfriend 1975-76 Dave H. Williams, CFA 1976-77 John S. Chalsty 1977-78 Gary J. Burkhead, CFA 1978-79 H. Kent Atkins, CFA 1979-80 Leon G. Cooperman, CFA 1980-81 Hilton McCrea Jervey, CFA 1981-82 *J. Kendrick Noble Jr., CFA 1982-83 Robert G. Heisterberg, CFA 1983-84 Bernadette B. Murphy, CMT 1984-85 Charles S. Comer, CMT 1985-86 Robert W. Radsch, CFA 1986-87 John J. McCabe 1987-88 A. William Bodine 1988-89 Andrew Gray III 1989-90 Everett G. Titus III 1990-91 Guy G. Rutherfurd Jr., CFA 1991-92 George E. Austin., CFA 1992-93 A. Michael Lipper., CFA 1993-94 *Penelope O. Adelmann, CFA 1994-95 *William A. Hayes 1995-97 Vincent C. Catalano 1997-99 John J. McCabe 1999-01 Jeffrey L. Evans 2001-03 Dodge O. Dorland, CMT 2003-07 Jan Jackrel, CFA 2007-09 Nanci D. Morris, CFA 2009-11 Kathy A. O’Connor, CFA 2011-13 Mark Ukrainskyj 2013-2015 Alex Urdea 2015