CMO at Wolters Kluwer Law & Business
An information industry veteran, Alan brings 25 years of executive-level marketing and sales experience in the enterprise space. Alan is CMO at Wolters Kluwer Law & Business. Previously, Alan was senior vice president and chief marketing officer for Dow Jones & Company’s Enterprise Media Group, where he was responsible for the Dow Jones brand and for the overall go-to-market strategy for the company’s enterprise solutions. Alan has been SVP & CMO of Factiva, VP global marketing at Giga Information Group, senior consultant at Prescients and managing director of marketing at Spencer Trask & Company, and he spent 13 years at Gartner Group playing a variety of key roles during the firm’s growth from $23 million to $860 million in annual revenue. Alan serves on the Advisory Board of the CMO Council and the board of directors of the Business Marketing Association, and he served on the board of directors of the Software and Information Industry Association. Alan earned a bachelor’s degree in East Asian Studies from Wittenberg University, Springfield, Ohio, and a language certificate from Shanghai Jiao Tong University, Shanghai, China.
Founder and Chief Executive Officer, Management CV, Inc.
Renny Ponvert is the founder and CEO of Management CV, an independent research provider covering public company management teams. He is a 25-year veteran of Wall Street and the information companies that serve it. Renny began his career on the equity and fixed income trading floors prior to joining Value Line, where he ran institutional research sales. Subsequently, he was a vice president and managing director of the Worldscope division at Primark Corporation, which was sold to Thomson Financial in 2000. Renny was a co-founder of DataJungle Software (DJSW) and led the leveraged buyout of Media General Financial Services in 2003, where he served as CEO and subsequently as president after the company was sold to Hemscott plc. Renny is a 1982 graduate of the University of Pennsylvania.
President and Co-Chief Executive Officer, Integrity Research Associates
Sandy Bragg has 20 years executive experience in the research industry and currently heads Integrity Research as president and co-chief executive officer. Prior to joining Integrity Research, he worked with private equity firms to acquire research firms and information properties. Sandy has spent much of his career at Standard & Poor’s, where he was executive managing director responsible for S&P’s equity research and mutual fund information business. Under his leadership, S&P expanded its research capabilities in the U.S., capturing the largest portion of spending on independent research under the Global Research Settlement. Sandy began his career at DRI and was responsible for sales, marketing and product development. He is a member of the Consulting Advisory Board for Youth I.N.C. and co-chair of Friends of the Children New York. Sandy earned his B.A. from Williams College and his M.B.A. from New York University.
Director of Technology, Media, and Telecommunications Research Practices, Guidepoint Global
Brian Sivin is the director of the Technology, Media, and Telecommunications Research Practices at Guidepoint Global. Brian has over fifteen years of technology-research experience, including twelve years working at investment-management companies. He has worked for some of the leading hedge funds and asset managers, including Zweig-DiMenna, Kingdon Capital and Deutsche Asset Management, where he researched and analyzed companies across multiple technology industries. Brian has earned his C.F.A. and is a member of the New York Society of Security Analysts. Brian has a B.A. in economics from the University of Michigan.
Vice President, IntrinsiQ, LLC
Jeff Stewart currently serves as chief information officer (CIO) for Decision Resources, Inc. Jeff is responsible for the overall technological differentiation and innovation strategy for all Decision Resources, Inc. companies. Prior to becoming a member of the Decision Resources, Inc. team, he was CIO at IntrinsiQ, the premier source of oncology software and data, and prior to that, he was the co-founder and architect of Wall Street On Demand—the industry standard financial website for retail brokerage firms and investment banks. Jeff graduated magna cum laude from Brown University with a Bachelor of Science degree in electrical engineering.
Managing Principal, Matarin Capital Management
Valerie Malter joined Matarin Capital Management as a co-founder and managing principal in 2010. Her primary responsibilities include oversight of the firm’s business operations, including compliance, finance, legal and IT. Prior to joining Matarin, Valerie created the first Program for Social Impact at The Wharton School. In that capacity, she helped define and implement Wharton’s strategy for global participation across all aspects of social impact. Previously, Valerie held a variety of senior roles within the asset management industry and was most recently lead portfolio manager for the Private Equity Distribution Management (PEDM) team at J.P. Morgan Investment Management. Valerie has 25 years of asset management experience.
Valerie holds a B.S.B.A. from Boston University, graduating magna cum laude in finance, and received her M.B.A. from the Darden School of Business. Valerie holds a C.F.A. Charter. She was a co-founder of Tri-S-Foundation, an organization which provided funding to community-based programs aimed at establishing economic self-sufficiency for underprivileged women and co-authored the book “How to Be a Growth Investor,” published by McGraw Hill in 1999.
President, McGovern Consulting LLC
John has 22 years of experience in the online information industry, holding positions such as senior vice president of Thomson Financial, senior vice president of Fair Disclosure Financial Network and various positions at Factiva in the late 1980s. He has run both large global business development/sales forces as well as $20+ million third-party content licensing businesses. John has experience growing businesses of varying sizes and grew Thomson Financial’s Investext/MarkIntel unit 300% in six years and Fair Disclosure Financial Network from zero to $3 million in bookings in 18 months. (Fair Disclosure Financial Network was a Warburg-Pincus-funded startup that was successfully sold to CCBN in 2003.) Currently, John is president of McGovern Consulting LLC, which offers advisory services in the areas of business development and sales and marketing strategy with a special focus on growing the top line of content-oriented businesses. John has a B.A. in communication from Rutgers University (Rutgers College).
Senior Vice President, Williams Jones & Associates, LLC
David is the senior vice president of Williams Jones, an investment advisor that provides customized investment management services to private individuals, retirement plans and non-profit organizations. He brings 20 years experience in investment management. Prior to Williams Jones, David was president and CEO of Eagle Growth Investors and co-founder at Barbenco USA. He was also a portfolio manager at Fleet Bank. David earned his B.S. at Fairfield University and his M.B.A. at New York University.