18 LC Speaker Bios


2018 Leadership Conference Speaker Biographies

Victoria Adams, PhD, one of the world’s leading experts on blockchain, has more than 30 years’experience working with financial regulation in the U.S. federal space. She is currently head of ConsenSys government programs and leads the implementation of blockchain solutions for the federal government. Prior to joining ConsenSys, she held a variety of senior positions at major consulting and technology firms including Booz Allen Hamilton, PwC, and IBM. She holds a PhD in economics and public policy and has authored numerous articles and books on the subjects of economic analysis and the use of distributed ledger technology.

Karen L. Barr is President & CEO of the Investment Adviser Association. Before assuming this role in 2014, she served as the IAA’s General Counsel for 17 years, with responsibility for the wide range of legal and regulatory matters affecting the Association and its members. Prior to joining the IAA, Karen was in private practice at Wilmer, Cutler & Pickering (now WilmerHale), where she represented clients with respect to SEC investigations, securities class action litigation, internal corporate investigations, and securities regulatory matters. Karen received her BA, magna cum laude, from the University of Pennsylvania and her law degree, cum laude, from the University of Michigan Law School. She is a frequent speaker on investment adviser issues.

Alex Castellanos is one of the Republican Party’s best-known and most successful media consultants and strategists. Alex has served as communications consultant to seven U.S. Presidential campaigns, has helped elect over a dozen U.S. senators and governors, and enjoys more than three decades of political consulting experience, both in the United States and abroad. He brings a wealth of campaign strategy, public opinion research insights, and communications experience to corporate communications and public policy campaigns. He is a co-founder of Purple Strategies, a boutique strategy firm that takes its name from the merger of colors commonly identified with Democrats (blue) and Republicans (red), and is the founder of NewRepublican.org. He is also an ABC News contributor and posts regularly on media outlets, including The Huffington Post and NationalReview.com.

Ken Gronbach, President of KGC Direct, LLC, is an internationally respected demographer who has been able to forecast societal, commercial, economic, cultural and political phenomena with uncanny accuracy. Ken’s unusual blend of marketing savvy and common sense demography, based on 20 years of proprietary demographic study, sets him apart. Ken keynotes all over the United States and does customized demographic research. Ken’s belief that the U.S. is the best nation on earth and that its best days are ahead season his spirited presentations with an unmistakable pro-American enthusiasm. Ken is the author of the current best-selling book The Age Curve: How To Profit from the Coming Demographic Storm.

Peter Clark

Carson Hall is a private art dealer and art consultant dealing in master paintings, prints and sculpture. He is the owner of Carson Hall Fine Art, LLC, which specializes in Impressionist, Modern and Contemporary Art. He advises clients with the discreet buying and selling of art on the private market, at auction, and to/from museums. Carson often lends paintings and sculptures to distinguished museum exhibitions worldwide on behalf of his clients. He handles transactions of all sizes, from more affordable contemporary prints to important paintings and sculptures that sell for over $25 million. The most exciting parts of the business for Carson are the building of long-term relationships with clients and the opportunity to handle exquisite and rare objects that few ever see outside of a museum. Carson graduated from TCU with a degree in Art History.

Matthew Kishlansky is a Principal with GenTrust. He is responsible for the development and management of the institutional business relationships at the firm, spanning family offices, institutions, consultants and other independent investment advisory firms. Prior to joining GenTrust, “Kish” was the founder and managing partner of Old Master Capital, LLC, a managed account for Millennium Partners in NYC. Earlier, he was a portfolio manager at Pentagon Capital Management, Plc in London. At Pentagon, he originated, structured and managed alternative strategies including the Pentagon Hercules Fund, a portfolio of over $700 million worth of alternative investments, and the Pentagon Bernini Fund, an illiquid finance fund focused on absolute returns. Kish graduated magna cum laude from Harvard College, with an AB in History of Art and Architecture.

Charles ("Chip") Roame, Managing Partner of Triburon Strategic Advisors, is a leading strategic consultant to CEOs and Boards of Directors in the financial services sector. Because he has responsibility for all of the Triburon's research and consulting activities, he stays on the leading edge of strategic initiatives in the industry's fastest growing businesses – exchange traded funds (ETFs), hedge funds and other alternative investments, financial planning, socially responsible investing, robo advisors, break-away brokers, and the growing RIA market. He has also taken a substantial interest in financial services industry venture capital and private equity opportunities, as well and mergers & acquisitions transactions. At Tiburon, Mr. Roame has led over 1,900 client engagements for more than 450 corporate clients since 1998.

Mr. Roame has won numerous awards throughout the consulting and financial services industries, including being named one of the Power 25 Elite by InvestmentNews, one of the 25 most influential individuals in the advisor business by Investment Advisor Magazine, and one of the five experts with the answers by Boomer Market Advisor. Tiburon has also been named one of the fastest growing companies by the San Francisco Business Times in multiple years.

Jane Williams is Chair and Co-Founder of Sand Hill Global Advisors. She advances the firm’s business development goals and advises on its strategic direction and, as a member of its Executive Committee, is responsible for oversight of Sand Hill's compliance function. Jane participates in industry panels and organizations dealing with topics of best business practices, she is a member of the Fidelity Investment Advisors’ Council, and is Chair of the Board of Governors of the Investment Adviser Association. In October 2010, Jane received the Charles Schwab & Co. IMPACT® 2010 Leadership Award. She has been listed as one of the 100 Most Influential Women in Business in the San Francisco Bay Area by the San Francisco Business Times and San Jose/Silicon Valley Business Journal. She was named to the Top 50 Women in Wealth by Wealth Manager Magazine in May 2010 and to Barron’s List of Top Women Financial Advisors in the nation in both 2014 and 2015. In September 2014, she was honored by the Palo Alto Chamber of Commerce with the Athena Award, which recognizes the achievements of outstanding professional and business women.