Waqas Samad, Chairman, CEO, Benchmarks at FTSE Russell
As CEO of the Benchmarks business, Waqas is responsible for leading FTSE Russell’s continued global growth into indexes across all asset classes. He works closely with FTSE Russell clients and the firm’s sales, service, product development, policy and research areas to develop new solutions to meet growing demand in the marketplace, grow the firm’s client base and strengthen its product offering. He is also responsible for overseeing the successful FTSE Canada business in North America and recently led the firm’s significant expansion in fixed income through the acquisition of the Citi fixed income Index and Yieldbook businesses.
An experienced leader in the fixed income benchmarks, multi-asset strategy index and analytics business, Waqas joined LSEG in 2016 from Barclays, where he ran the firm’s index and analytics business as CEO of BRAIS (Barclays Risk Analytics & Index Solutions) since joining the firm in 2007. Waqas has been an active voice in the index industry, serving as a board member and now Chairman of the Index Industry Association.
He spent the last 24 years in the financial services industry, the last 13 of which were in leadership roles in the index and portfolio analytics area. Prior to Barclays, he spent three years at Deutsche Bank as head of the index research group in Europe and Asia and five years at Credit Suisse in a variety of quantitative and technology roles.
Rick Redding, CFA, Chief Executive Officeremail: email@example.com
Mr. Redding spent most of his career in senior leadership roles with The CME Group (“CME”), a leading provider of benchmark futures and options products and an innovator in futures trading. Rick held the post of Managing Director, Products and Services at CME. In this role he led global sales, product development, and strategic global growth initiatives. He played an integral part in the transition of CME’s ownership stake in Dow Jones Indexes to the S&P Dow Jones Indices joint venture. He also held senior positions in CME’s index products division.
Alexander J. Matturri, Jr., CFA
Alex Matturri is chief executive officer at S&P Dow Jones Indices, responsible for all aspects of the index business globally. S&P Dow Jones Indices offers investment professionals around the world an array of products from efficiently representative indices to broad comprehensive benchmarks.
Previously, Alex was senior vice president and director of Global Equity Index Management at Northern Trust Global Investments (NTGI). There, he was responsible for all facets of passive equity portfolio management and trading, overseeing a $185 billion passive investment business for the world’s third-largest quantitative manager. In addition to leading investment teams in the U.S., Europe and Asia, Alex was a driver for the global expansion of the passive investment business across all regions. Alex joined NTGI in 2003 with the company’s acquisition of Deutsche Asset Management’s Index and Quantitative Investment business. At Deutsche, he served as director and senior index investment strategist.
From 1987 until joining Deutsche in 2000, Alex served as vice president and division head at The Bank of New York where he managed the Special Investment Products group which provided investment management, product development, and trading for equity derivatives and quantitative strategies. Alex was a pioneer in the use of equity derivatives and exchange traded funds in institutional and high-net-worth portfolios. In 1993 Alex started The Bank of New York’s transition management business which was one of the first providers of portfolio transition and asset reallocation services. His experience before The Bank of New York included roles as a risk arbitrage analyst at Donaldson, Lufkin & Jenrette and security analyst at First Fidelity Bank.
Alex is a Chartered Financial Analyst and is admitted as an attorney in New York and New Jersey. He is also a member of the CFA Institute and The New York Society of Security Analysts. Alex holds a BS in finance with honors from Lehigh University and a JD from Syracuse University College of Law.
As President, Baer Pettit oversees the Company’s business functions, including client coverage, marketing, product management, research, technology and operations.
Baer is an Executive Officer of the firm as well as a member of MSCI’s Executive Committee. Before taking on his current role in October 2017, he served as Chief Operating Officer. In this role Baer was responsible for oversight of the development, operations and profitability of the firm's full product line, which includes index, analytics, ESG and real estate products.
Prior to being Chief Operating Officer, Baer held a number of senior management positions at MSCI including Global Head of Products, Global Head of Index and Global Head of Client Coverage, taking on the additional role of Head of Marketing in 2005.
Prior to joining MSCI in 2000, Baer spent eight years at Bloomberg LP, where he ran the business in France, Scandinavia and the UK. He later became Deputy Head of Bloomberg’s European Sales organization. Before this, Baer worked in the Equity Derivatives division of Barclays De Zoete Wedd and at Morgan Stanley Asset Management, also related to equity derivatives. After graduate school, Baer worked in advertising and journalism for a number of years.
Baer is both a US and UK national and speaks French, German and some Dutch. He received an MA in History from Trinity College, Cambridge in 1985 and a Masters from the School of Foreign Service at Georgetown University in 1987.
Baer appears regularly in the financial media, including TV, to discuss the latest trends within the asset management industry, including the role of indexing.
Dr. Holger Wohlenberg, Head of Market Data + Services, Deutsche Börse
Holger Wohlenberg became Managing Director of Deutsche Boerse in July 2004. He is responsible for the Group’s Market Data + Services business. Holger joined from Deutsche Bank where he headed Technology Investment Banking.
He began his career at McKinsey & Company, where he was focused on advising technology, network and media clients. He was elected Partner in 1997.
Holger received a PhD degree in Business Administration, major in Information and Communication Economics, from the University of Munich.
Holger Wohlenberg is chairman of Stoxx Ltd.
David Barclay, Chief Operating Officer at CRSP
Dave is CRSP’s first non-academic director and has served as chief operating officer since 1998. Under his tenure, CRSP has expanded its product base beyond historic financial databases and academic indexes with the introduction of investible indexes in 2012. CRSP’s research client base now includes approximately 500 academic institutions and 100 commercial and governmental entities in over 35 countries. CRSP investible indexes and related data are now licensed to Vanguard for 16 of their domestic funds, to a significant list of broker dealers to support their market-making activities, and to consultants and institutions using them for consulting and for research and to benchmark investment performance. At this time Vanguard has approximately $1.25 trillion invested tracking CRSP indexes.
Dave previously served as an Executive Vice President at Heitman Financial, Ltd, and held official positions at Harris Bank, and the Northern Trust Company. Dave earned his MBA from the University of Chicago Graduate School of Business (now Chicago Booth) in 1970, and received his BS in Physics from Stanford University. Outside of CRSP he is CEO of two family agribusinesses that raise corn and soybeans, and he collects antique cars.
William M. Speth, VP, Global Head of Research at Cboe Global Markets, Inc.
William (Bill) Speth is Vice President, Global Head of Research at Cboe Global Markets, Inc., one of the world's largest exchange holding companies, where he has been employed since 1995. Bill joined Cboe after a 13-year career as an options market maker, specializing in index options at Cboe and grain options at the Chicago Board of Trade.
Bill leads a team that is responsible for the design of new financial products for the Cboe Options Exchange, Cboe Futures Exchange (CFE), as well as Cboe’s other exchanges globally. He has worked extensively to develop and support VIX futures and options as well as Cboe’s other volatility and equity index products.
Bill chairs the Index Advisory Oversight Body (IAOB) that oversees the governance of indexes developed by Cboe’s Global Index team, a group that creates and maintains CBOE’s strategy benchmark indexes, and implements customized index solutions for investment banks, mutual fund companies and other clients. Bill is also involved in regulatory, capital, liquidity, clearing and tax issues facing listed derivatives markets.
Bill joined the board of the Index Industry Association in 2017. He has been a member of the World Federation of Exchanges (WFE) Statistics Advisory Group since 2004. Bill holds a Master of Science degree in Electrical Engineering from the University of Rochester and a Bachelor of Science degree in Physics from LeMoyne College.
Lynn Martin, President and COO, ICE Data Services
Lynn Martin is President and COO of ICE Data Services, a leading provider of market data solutions which is part of Intercontinental Exchange, Inc. (NYSE: ICE). Martin is responsible for managing global data operations including exchange data, pricing and analytics, reference data, desktops and connectivity services that cover all major asset classes.
Martin began her career at IBM in their Global Services organization where she served a variety of functions, predominately as a project manager within the financial services practice. Martin joined NYSE Euronext in 2001 and has served in a number of leadership roles, including CEO of NYSE Liffe U.S. and CEO of New York Portfolio Clearing. She most recently served as COO of ICE Clear U.S.
Martin holds a BS in Computer Science from Manhattan College and a MA in Statistics from Columbia University. She is a member of the Phi Beta Kappa National Honor Society.