Managing Director and Head of Quantitative Strategies, Bessemer Trust
Edward is responsible for driving security selection, portfolio construction, and risk management at Bessemer Trust, one of the oldest and largest wealth management firms. Bessemer supervises over $100 billion in assets for more than 2,500 high-net-worth families, businesses and trusts. Edward is also a Portfolio Manager of the Old Westbury Strategic Opportunities Fund, the Old Westbury Large Cap Strategies Fund, and the Old Westbury Small & Mid Cap Strategies Fund. He is a member of the firm’s Investment Policy and Strategy Committee, Asset Allocation Committee, and Investment Risk Committee. Previously, Edward was a member of the Advanced Research and Quantitative Strategies Group at Deutsche Investment Management Americas. Before that, he worked at Dreyfus, Goldman Sachs, and Morgan Stanley as an analyst. He is a member of the New York Society of Security Analysts, contributing author for the CFA Institute’s CIPM® Program, and has co-authored research papers published in The Journal of Investing, The Journal of Wealth Management, The Journal of Index Investing, and Applied Financial Economics. Ed is an adjunct professor of finance at Fordham University and Hofstra University.
Ed earned his MBA from Hofstra University and a BA in Economics from SUNY Stony Brook. He is a CFA® charterholder.
CEO, Stratcore Global LLC
Carz Craffey is the CEO Stratcore Global LLC, a global wealth management and strategic planning company. He has nearly two decades of experience in financial services, wealth management, and financial advisory sectors. Carz is also a decorated combat veteran in the US Army Special Operations Command, holding the rank of Captain. He also served in Operation Iraqi Freedom. Additionally, Mr. Craffey is the Chief Financial Officer of SLUSA TV, a media consultancy specializing in brand strategy, content creation, and digital media. Carz has a strong background in financial consulting and risk management strategies, with a focus on tax efficient investment strategies and maximizing earnings.
Mr. Craffey and his wife Eglis, a sales director of a Medicare company, are married with five children, four boys and one girl. Carz enjoys working out and reading The Wall Street Journal, The New York Times, Bloomberg, Barron’s, Men’s Health, and Men’s Fitness. He is an avid New York Giants and New York Yankees fan.
Carz received his BS in Finance from St. John’s University and his MBA, with a concentration in marketing strategy, from Rutgers Business School.
Director of Human Resources, Scarsdale Medical Group
Daniel started his career as a union activist in Teamsters Local 804 as an alternate shop steward. He also worked for Local 32B-J, SEIU and District 1115. In 1998 he was a Labor Relations Representative for Mt. Sinai Hospital, then a Labor Relations Manager and ultimately Regional Director of Affiliate HR in the Mt. Sinai School of Medicine. At Mount Sinai, he was influential in resolving conflicts with eight different unions and non-union employees and served as Step III hearing officer in grievance cases. He investigated and resolved grievances, arbitrations, NLRB complaints and Title VII claims. As a result of Daniel’s collaborative abilities, conflict resolution skills, and labor relations career, in May 2006, he became first recipient of the Jan Stackhouse Scholarship, a scholarship established by Local 1199 in honor of a murdered activist and employee of 1199. Daniel worked at CUNY in a labor relations capacity and as an adjunct at Baruch College. In addition, he has served as a Director of HR at a number of healthcare organizations. Daniel and his family of five reside in Queens. As an avid Mets fan, he attended their Fantasy Camp.
Daniel received his BA in Labor Studies from Queens College and his MS in Industrial and Labor Relations from Baruch College.
Dr. Young-Dall Lee
Professor, Dongguk University School of Business, Seoul, Korea
Dr. Lee teaches business students and executives courses in entrepreneurship, strategic management and global business strategy. He is the Director of Student Affairs of the MBA program at Dongguk University. Dr. Lee received the “2015 Best Paper Award” from the Korean Academic Society of Business Venturing and has been honored as “Best Teacher” twice. He is an academic reviewer and an editorial board member for several Korean entrepreneurship academic journals. Additionally, he is a visiting researcher for Korean governmental research institutions and supports new startups, venture firms, conglomerates, and not-for-profit organizations as an advisor, external auditor, and consultant. Dr. Lee is a professional commentary for Korean entrepreneurship policy and economic development on major TV channels, and he is a key interviewee in entrepreneurship for newspapers and media in Korea. Before joining academia, Dr. Lee worked as the CFO and president of Russian Affiliates. Dr. Lee lives in Seoul with his wife and daughter. He travels to New York to attend classes.
Dr. Lee earned his BBA in Accounting from Seokyeong University, Seoul, and his MBA and PhD in Strategic Management & Entrepreneurship from Hanyang University, Seoul. In addition, he earned his MS in Finance from Baruch College.
Associate Dean of Clinical Administration and Revenue Cycle Management, New York University College of Dentistry
John has been with NYU Dentistry for five years. He is responsible for clinical administration, revenue cycle management, insurance strategy, financial operations, patient admissions, materials and equipment management, laboratories, operational training, and vendor relations. He provides leadership to NYU Dentistry’s Total Quality Improvement Initiatives. John has more than 20 years of experience as a success driven executive with broad-based financial services experience. He also has an accomplished record of success in driving revenue growth, improving organizational efficiency, enhancing productivity and increasing profitability. He has expertise in strategic planning, operations and financial management, process improvement, operating strategy, asset management transformation and program management of large scale projects. Prior to joining NYU Dentistry, John held senior positions at major Fortune 500 organizations including TIAA-CREF, American Express, and Citi Group. John and his wife Morine, a Director of Employee Learning and Professional Development at the City of New York, Department of Finance, have been married for over 20 years and live in Brooklyn.
John holds a BS from Pace University and a Master of Public Administration (MPA) degree in Management and Finance from Columbia University. He is an active member of the American Dental Education Association Business Financial and Clinical Administration (ADEA – BFACA), and The Association of Financial Professionals.
Chairwoman, U.S. Marine Ranch Group Co.
Joan Miao is currently serving as Chairwoman of U.S. Marine Ranch Group Co., which is a sea cucumber manufacturing business that she and her husband were inspired to create in 2012. After thoughtful consideration, she decided to resign from Morgan Stanley Wealth Management in 2014, where she loved working at for seven years. She appreciates the leadership and high professional standards she built at Morgan Stanley and applies them to her own business every day.
Joan started her career as a public accountant in 2000. Working for a small public accounting firm, she learned a lot, from tax compliance to field audit in various types of industries. As an international student coming to the United States, Joan always felt she was fortunate, not only because she accomplished earning her college degree while working part time 20 years ago, but also because she was able to stay in the country where she was provided many opportunities to achieve her American dreams. Having received so much help from others, Joan loves to contribute back to society. She teaches accounting as an adjunct and also does volunteer work to help international students. Joan loves doing yoga and dancing in her spare time.
Joan earned her MBA degree from Columbia Business School in 2007 and her undergraduate degree from Baruch College in 2000.
Viresh Verma Aguilar
Viresh Verma is a professional with 18+ years of progressive leadership experience in strategic sourcing, procurement, materials and supply chain management roles across different industries and a broad set of categories. His acquired skills include properly calculating the TCO (total cost of ownership), devising strategies and savings initiatives, negotiation and contract management, mapping and improvement of processes (using BPI, lean/six sigma, DMAIC, and other methodologies), compliance assurance of processes, regulations and audits, implementations of new ERP systems (Ariba, Oracle, SAP, JDEdwards, etc.), and project and change management. He has worked with Cooper Tools, Toyota, Avon, Pfizer, Halliburton, and Bank of America. Viresh’s passion for ethics, anti-bribery and anti-corruption practices, the environment, and sustainability is equally matched by his experience in these topics.
Born in Mexico City, Viresh has lived in a variety of locations and gained proficiency in Spanish, English, Hindi and German (while spending two years in school there). He has many hobbies. Most recently he enrolled in Private Pilot Learning at a prestigious training center in McAllen, Texas.
He holds a Bachelor in International Business and an MBA from the Tec de Monterrey. He is certified in both CPM (Certified Purchasing Manager) and CPIM (Certified in Production and Inventory Management).