Americas Family Office Forum 2014,Four Seasons Hotel, Miami, US
New business and innovation for private banks and family offices - Americas Family Office Forum 2014

Katina Stefanova | Former Senior Executive and Management Committee Advisor
Bridgewater Associates

Katina Stefanova, Former Senior Executive and Management Committee Advisor, Bridgewater Associates

Katina Stefanova served as a Senior Executive and Management Committee Advisor at Bridgewater Associates, a globally recognized investment manager and the largest hedge-fund in the world. Ms. Stefanova joined Bridgewater as a Senior Investment Associate in Account Management and trained in Dalio’s systematic macro-economic investment strategy until she was hand-picked by the Founder and CEO to lead Bridgewater’s business functions. Her leadership was instrumental in building out the fund’s critical infrastructure ranging from Client Service, Back and Middle Office, Recruiting to Information Technology. During her tenure the fund grew from $15 billion to $150 billion in AUM and from 200 to 1400 employees.    In her most recent role, she was Senior Executive and Management Committee Advisor overseeing all post-trade departments including Operations, Back and Middle Office Technology, Fund Accounting, Tax, Compliance and Legal. She led the strategic transformation of the Back and Middle Office and established a tri-party operating model with BNYM and NT. In Fund Legal and Compliance, she prepared the organization for regulatory changes while optimizing the area for 30% efficiency.  

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Appearances coming up:

Day 2


@ 11.40
Americas Family Office Forum Roundtables

Empowering your trustee: institutional trustees vs. family members and ensuring positive relationships
Moderator: Preston Root, 5th gen President, Root Family Board of Directors (US)
 
 
 
How global events are impacting our investment decisions
Moderator: Shalin Madan , Managing Director, Strenta Investment Management (US)
 
 
How to deal source effectively as a family office: competing with PE firms, identifying your unique value proposition, and managing tactical resources
Moderator: David McCombie III,  Founder and President, McCombie Group (US)

How to minimize risk blind spots in portfolio management through manager selection, strategic business partnerships, and a disciplined due-diligence process

Moderator: Katina Stefanova, Former Senior Executive and Management Committee Advisor, Bridgewater Associates (US)

sponsors
Title Sponsor
Sun Life Financial International at Americas Family Office Forum 2014
Cocktail Sponsor
Greenberg Traurig at Americas Family Office Forum 2014
Gold Sponsor
Pershing at Americas Family Office Forum 2014
Gold Sponsor
BNY Mellon Wealth Management at Americas Family Office Forum 2014
Silver Sponsor
American Regional Center Group at Americas Family Office Forum 2014
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LCR Capital Partners at Americas Family Office Forum 2014
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Schroders at Americas Family Office Forum 2014
Bronze Sponsor
Bancoldex at Americas Family Office Forum 2014
Associate Sponsor
Lloyd Jones Capital at Americas Family Office Forum 2014
Associate Sponsor
International Planning Group at Americas Family Office Forum 2014
Other
Deep Data at Americas Family Office Forum 2014
co-located with
  • Private Banking Latin America 2014