Mark A. Bloomfield is president and CEO of the American Council for Capital Formation (www.accf.org), a business economic policy organization. The ACCF conducts research, educates the media and engages policymakers on U.S. economic policy, in particular, tax, regulatory, energy/environmental and trade issues. He is also a founding director of the International Council for Capital Formation (www.iccfglobal.org).
Mark has been a commentator on politics and economics for more than three decades on BBC Worldwide Radio and TV, on ABC World News, The News Hour with Jim Lehrer among others and he regularly pens op-eds and is quoted in The Wall Street Journal, Washington Post, New York Times, USA Today, and other media outlets. He also hosts the blog, www.MrCapitalGains.com.
ABC News has called Bloomfield “a well-connected spokesman for American business.” CNN noted he is “well-schooled in the arts of both economics and politics and is one of the most influential figures operating behind the scenes in the Congress." Bloomfield is a regular commentator on politics and economic policy on the Potomac for BBC Worldwide News who calls him “a clear, knowledgeable analyst of the economic scenery and global situation.”
Mark has appeared before the U.S. Congress, corporate boards, and civic groups. He is a co-editor or contributor to six books on tax and economic policy including The U.S. Savings Challenge: Policy Options for Productivity and Growth and The Consumption Tax: A Better Alternative.
Mark has been a Visiting Professor at Georgetown University’s Public Policy Institute and a Senior Fellow at the McDonough School of Business. Mark received a Juris Doctor from the University of Pennsylvania Law School, a Master’s in Business Administration from the Wharton School, and Phi Beta Kappa from Swarthmore College.
Mr. Bodine is a highly skilled executive familiar with all facets of equity securities trading who brings proficiency, integrity and Wall Street’s respect to an organization. He is currently leveraging more than 30 years of industry experience to QSG’s research and services effort to address the needs of the trading community. Before joining QSG, George managed trading at General Motors Asset Management in New York. Prior to that, George was head of the desk at AXA Equitable and vice president of the Schwab Institutional Management division overseeing equities and options trading.
He is an active member of the National Organization of Investment Professionals (NOIP) and has been on the Institutional Traders Advisory Committees for both the New York Stock Exchange and NASDAQ. He is recognized as an industry leader in the Institutional Trading community and frequently sought for comments in trade publications and industry professional meetings.
Mr. Bodine is also an adjunct professor at the Whitman School of Management at Syracuse University and is on the board of directors for the EBV Foundation (Entrepreneurial Program for Disabled Veterans). More recently he was senior advisor to the successful Ann Marie Buerkle for Congress campaign in 2010. He earned a B.A. in psychology from Syracuse University and a Master of Management from Central Michigan University.
Mr. Cinelli is the Chief Executive Officer of PRIMARQ. Steve’s business background has primarily been centered in the world of finance and strategy. He has twenty-five years of private equity, banking and strategic planning experience in large corporate organizations and entrepreneurial environments.
Steve was a founder and served as Head of Investment Banking for OffRoad Capital, an internet-based capital market system for private securities. He founded Prestwick Partners, Inc., a corporate finance and strategic advisory firm dedicated to growth companies. He was a Principal in Knightsbridge Partners, a private equity firm focused on leveraged buyouts of middle market consumer products companies. Steve began his career with BankAmerica, serving in its Technology Banking Group and later as Vice President with the Merchant Banking Group of Security Pacific Bank, focused on highly leveraged transactions.
A graduate of Santa Clara University, Steve earned a BSC in Economics and Marketing, and an MBA in International Finance from Golden Gate University.
John D’Agostino is a globally recognized figure in exchanges, asset management and market structure. He brings a unique industry perspective drawn from 10 years’ experience creating liquidity under challenging conditions across the globe.
After attending Harvard Business School, John went on to work for the New York Mercantile Exchange – where he joined to run special projects for the Chairman, soon becoming the youngest Vice President in Exchange history and Head of Strategy and Business Development . There, John spearheaded the Exchange’s breakthrough international partnership: the first ever Middle Eastern based energy exchange, the Dubai Mercantile Exchange ( DME). He has also structured partnerships in Singapore, Latin America and Russia. Subsequently, John spent several years on the buy-side as principal of a major commodities swaps fund, and after founded an independent advisory firm with focus on exchanges, funds and market structure.
John has spoken and taught around the world on exchange structure, liquidity, market dynamics, negotiation and other business and global economic and political issues. He has appeared numerous financial media including “The O’Reilly Factor,” CNBC’s “Fast Money,” Bloomberg Television, and has been featured in the Wall Street Journal, Barron’s , and others. He is the author of several case studies used by Harvard University and has been a guest lecturer for INSEAD University. John was profiled by New York Times best-selling author Ben Mezrich who chronicled the development of the Dubai Mercantile Exchange.
Richard W. Gula
Mr. Gula has an extensive background in securities analysis, including significant supervisory experience at several highly regarded investment management firms. He served in the late 1990s as the director of technical analysis at Fidelity Management and Research. In addition to developing quantitative and technical research methods, and integrating those approaches into the firm’s security selection process, Mr. Gula reported directly to Edward C. Johnson III, Fidelity’s chairman, concerning investment projects he managed. Prior to working at Fidelity, Mr. Gula was the chief investment officer of BayBanks Investment Management, which managed $4 billion in assets for mutual funds, trusts, institutions and high-net-worth individuals. Mr. Gula’s professional background also includes senior positions at Batterymarch Financial Management and Putnam Funds, where he served as head of international equities and director of market analysis, respectively.
Mr. Gula graduated from Harvard University, with undergraduate and graduate degrees in psychology.
Lou Kerner is the foremost Wall Street Social Media analyst and has deep expertise in facilitating transactions in private shares. He is known for coining the term "The Second Internet" which refers to the period post the introduction of Facebook’s newsfeed, and those companies born out of the social and mobile revolutions that are best positioned to scale and generate significant shareholder value.
Lou joined Liquidnet in 2011 from Wedbush Securities where he was a Managing Director in Equity Research covering Social Media. For the prior ten years Lou was a serial entrepreneur, with previous ventures including Bolt.com, an early leader in social networking, and The .tv Corporation, which licensed the top-level domain ".tv" from the tiny island nation of Tuvalu.
Lou spent the first seven years of his career as an equity analyst at Goldman Sachs and Merrill Lynch where he followed media companies. He is a frequent guest on CNBC and BloombergTV covering the social media and private shares ecosystem.
Lou has a BS from UCLA in Economics, and an MBA from the Stanford.
Josh Sutton serves as a member of Sapient Global Market’s executive leadership team. He created and was the overall lead for Sapient’s trading and risk management practice from 2003 through 2007, growing the practice at an annualized rate in excess of 75% per year. This practice continued to grow and was formally converted into one of the three divisions of Sapient in 2010. This division, Sapient Global Markets, currently employs over 3000 people and delivered approximately $300M in revenue during FY2011.
Mr. Sutton specializes in providing innovative solutions to Sapient’s investment banking and asset management clients. These solutions range from strategy to execution and span all major asset classes. Mr. Sutton possesses a strong understanding of the challenges faced by front, middle, and back office teams related to trading, risk management and operations. Since joining Sapient in 1995, prior to their IPO, he has led several transformational programs for many of their largest clients. In addition to leading transformational programs, he has also been responsible for shaping some of Sapient’s largest outsourcing and co-sourcing relationships related to both technology and business operations.
Mr. Sutton has helped Sapient to develop their business in multiple geographies, having lived in both the US and UK as well as having been responsible for building their Canadian portfolio. In each of these locations he has developed strong partnerships with both local and global capital markets firms including investment banks, asset managers, hedge funds and regulatory bodies. In addition to developing strong partnerships with our clients, Mr. Sutton has also played a critical role in leading Sapient's team of consultants and ensuring that staff members are firmly connected to Sapient's purpose and vision. Operationally speaking, Mr. Sutton has been responsible for managing various P&L's within the firm as well as developing and enhancing many of Sapient's internal processes including training, staffing and capacity planning as it relates to Sapient's capital markets business.
Enzo Villani is the President and CEO of Villani Advisors, LLC, a Strategy and M&A advisory firm. Since 2006, Enzo has completed over $350 million in acquisitions focused on the investor relations, corporate communications, financial technology, media, and trading exchange industries.
Before launching Villani Advisors, Enzo was founding member, EVP & Chief Strategy Officer of DF King Worldwide (formerly Sage Holdings). King Worldwide is the leading global Stakeholder Management and Financial Communications firm. Formed in 2007 as a private equity backed acquisition vehicle through The Riverside Company, the King Worldwide family now comprises of D. F. King & Co., M:Communications, Hallvarsson & Halvarsson, Capital Precision, Broadgate Consultants, Taylor Rafferty and Donlin Recano. D. F. King Worldwide employs over 900 professionals with offices in New York, London, Munich, Stockholm, Dubai, Hong Kong, Tokyo and Taipei.
Prior to launching DF King Worldwide, Enzo was Managing Director of Products and Strategy at the NASDAQ OMX. Enzo established NASDAQ Corporate Services through a series of alliances and acquisitions. In 2006 he lead the acquisition of Shareholder.com and Prime Zone Media Network (now GlobeNewswire). Corporate Services has developed into a growth business line in NASDAQ OMX and continues to develop new products and services for public companies.
In 1998, Enzo co-founded Rivet Integrated Marketing. As CEO, Enzo developed a pioneering methodology for integrating traditional and interactive marketing. Rivet’s clients included: NASDAQ, Citibank, R/GA, AOL Time Warner, Kx Systems, Track Data Securities, and The Ford Foundation. Prior to Rivet, Enzo was Director of Internet Development at Integrated Office Solutions (IOS), a system integrator and Microsoft Gold Partner servicing the top 10 investment banks sold to Exodus Communications. Enzo pioneered early web design and development for Modem Media, Byron Preiss Multimedia, MSNBC, and Intel.
Enzo holds a Masters in Business Administration from The Johnson School at Cornell University and completed his Bachelor of Arts from Iona College while working on the block equities desk for Lehman Brothers. He has studied at Pratt Institute and at The School of Visual Arts. He lives in Westchester with his wife and two children.
John has over three decades of a proven track-record of building national and regional distribution through developing strategic alliances, innovative cross-selling, key account management, targeted marketing and exceeding customer expectations.
John has helped to lead some of the best companies in the financial services sector: Kemper Financial, Putnam, BISYS, Allstate Financial, American Insurance Marketing Corporation, and GWG Life Settlements.
John is considered one of the best speakers in the financial services industry presenting at major conferences over the last twenty years. His business development audio-tape series was listened to by thousands of brokers and advisors. He has written articles in the Bankers Securities Journal, financial newsletters and has authored five books including Peak Performance, Sports Motivation, and The Psychology of Coaching Elite Athletes.
Mr. Wallin holds a M.S. and B.S. from Chicago State University and advanced courses in International Marketing, National Account Development, and Organizational Development. John is an avid fly fisherman, sea kayaker, and writer and is actively involved in developing professional Division I hockey players as well as community and charitable works.