Discover the Investment Opportunities in Junior Biotechnology

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Speakers

Mark Marex
Specialist in Index Research & Development
Nasdaq

Mark Marex works as a Specialist in Index Research & Development, splitting his efforts between producing original content in support of existing index products, as well as developing new indexes for launch and commercialization. Before joining Nasdaq Global Indexes in 2019, Mark was an emerging fund manager of a systematic long/short US large-cap equity strategy, and co-founded Roundtree Capital Management in 2016. Prior to that, Mark spent eight years at Citigroup in New York, working as a Product Manager of FX in the Investor Services business; as a Vice President of Client Strategy & Analytics in the Investment Banking division; and when he first started in 2008, as a Product Controller in Structured Credit.

Mark graduated with a Bachelor of Science in Economics from Duke University in 2008, and has been a CFA charter holder since 2012.He is passionate about innovation in the world of indexing, ETFs, and quantitative investing. He resides in Brooklyn, NY with his fiancée.

Paul Dellaquila
President
Defiance ETFs

Paul brings more than 18 years of ETF experience to his role as President of Defiance ETFs. Paul joined Defiance in August of 2018.

Prior to joining Defiance ETFs, Paul spent over 10 years of his career with BlackRock (formerly BGI), and iShares. While at BlackRock, Paul was responsible for ETF distribution, and sales leadership within the US Wealth Advisory iShares business. Paul also held roles responsible for mutual funds, SMA, and closed end distribution at BlackRock. Prior to joining BlackRock, Paul was an Assistant VP at Merrill Lynch, and spent six years at SEI where he was dedicated to the iShares business from 2001-2007.

Paul earned a B.S. in Finance and Marketing from Florida State University, as well as an M.B.A. from Saint Joseph’s University Haub School of Business. He also currently holds the Certified Investment Management Analyst (CIMA®), and Chartered Alternative Investment Analyst (CAIA) designations; in addition to the Series 7, 24, 51, 63, and 65 licenses.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.