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The views expressed by the speakers do not necessarily reflect the views or policies of CFA Society Colorado, its Board of Directors or its members. CFA Society Colorado does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.

2017 Burridge Conference

November 09, 2017
11:30 AM - 5:30 PM

Folsom Stadium Club
2400 Colorado Ave
Boulder, CO 80302
Venue website

2017 Conference Agenda - Preliminary

11:30am Check-in

12:00 Lunch speaker

1:30 Afternoon session

5:30 Networking event

7:30 Dinner event (by invitation onlY)

2017 Guest Speakers

The 2017 Conference speaker line up is being worked on. Keep checking back, the list below will be updated as additional speakers are confirmed.

Tom Jessop

Chain Inc., President

Tom Jessop is the President of Chain, a provider of blockchain technology to leading financial organizations including Visa and Nasdaq. In this role, Tom is responsible for leading all facets of Chain’s commercial efforts. 
Prior to joining Chain, Tom was global head of Technology Business Development at Goldman Sachs where he led efforts to invest in and partner with early stage technology companies across several enterprise domains including blockchain, artificial intelligence and cyber-security. 
Previously, Tom was a founding member in and senior leader of Goldman’s Principal Strategic Investments group (PSI), where he spent the majority of his 17-year career at GS. In this role he managed a global team focused on investments in exchanges, e-trading platforms, post-trade networks, and other fintech solutions across the fixed-income, currency, commodity, and equity markets. From 2008 to 2012 he built and led PSI’s Asia-Pacific efforts out of Hong Kong. In 2015 he was named to Institutional Investor’s inaugural “Fintech Finance 35” list. 
Tom holds an MBA from New York University and a BA, Economics, from The College of the Holy Cross. He is a director of Tuesday’s Children, which provides assistance to 9/11 families and other victims of global terrorism, and is Co-Chair of the Holy Cross Leadership Council of New York. 

About Chain 
Chain, Inc. (www.chain.com) is a technology company that partners with leading organizations to build, deploy, and operate blockchain networks that enable breakthrough financial products and services. Chain is the author of the Chain Protocol, which powers the award-winning Chain Core blockchain platform. Chain was founded in 2014 and has raised over $40 million in funding from Khosla Ventures, RRE Ventures, and strategic partners including Capital One, Citigroup, Fiserv, Nasdaq, Orange, and Visa. Chain is headquartered in San Francisco, CA. 

References: [1] [2] 

Paul Baiocchi, CFA

Fidelity Selectco, Vice President

Paul Baiocchi is vice president of sector and ETF investment strategy at Fidelity SelectCo, a division within Fidelity’s Asset Management organization that is focused exclusively on expanding the company’s heritage of sector investing to help meet the evolving needs of investors and advisors for innovative sector-specific tools, resources, and products, including mutual funds and exchange traded funds (ETFs). Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. 
In this role, Mr. Baiocchi is responsible for supporting the distribution efforts for Fidelity SelectCo mutual funds and ETFs across Fidelity's distribution channels. Additionally, he works with internal and external partners to increase product visibility, leveraging Fidelity resources to increase awareness of sector and ETF investing, and uses direct feedback from the channels to inform the decision making process, guidance development, and distribution and product strategy. 
Prior to joining Fidelity in February 2014, Mr. Baiocchi was vice president of ETF analytics at ETF.com. Previously, he worked as a senior market strategist at Delta Global Advisors and as a senior investment consultant at Euro Pacific Capital. 
Mr. Baiocchi earned his bachelor of science degree in finance from California State University at Chico as well as his master of business administration degree in finance from the University of British Columbia Sauder School of Business. He is also a CFA® charterholder. 

Alan Brazil

SOM Macro Strategies, CEO

Alan Brazil is the CEO of SOM Market Strategies. Alan was trained as an economist, first working for the Federal Reserve, then spent 30 years on wall street working as a trader, researcher and strategist. In 2007, Alan Brazil started a cross asset strategy group at Goldman that offered both internal and external investors a perspective on macro themes. Clients thought his views added value because they were unique versus their current sources of macro thinking. They thought that Alan combined the perspectives of an economist, a trader, a trading desk risk manager and a researcher to create a single consistent views of macro themes and provided asymmetric trade ideas to position for those themes. Over the years many of those views and recommended positioning have been successful. One such example became public in November 2011 when the Wall Street Journal published a piece on my negative views on European Banks, which was the opposite of the house research view at the time. Part of the success of Alan's ideas can be attributed to his learning about the art of investing from many of the top investors in the world from long/short equity hedge funds to large real money asset managers. One of those painful but crucial lessons was adding probably the most important part of any trade: identifying a catalyst that would drive the realization of a trade. 
Most recently, after 22 years at Goldman, he started a macro strategy firm SOM Macro Strategies. The company was named after the main macro strategy piece he has produced over the last 10 years: “The State Of the Market (SOM)”. The core of Alan’s strategies is based on the belief that economic fundamentals do ultimately matter and that the key for identifying asymmetric trades is to determine when they do. And that key is what I offered to clients when I was with Goldman and that is what he offers with SOM Macro Strategies.

References: [1]