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Jaws of the Jury Pitch Panel
The Jaws of the Jury pitch panel is a shark-tank-style program hosted by "sharks" Sowell Affinity Co-CIOs Greg Lai and Alex Hsiao. Entering the water Devin Iafelice, First Trust, Tom McCabe, Vanguard, and Chris Quagliata, PIMCO. The program will include a Q&A session.

Dec 15, 2022 01:00 PM in Central Time (US and Canada)

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Speakers

Greg Lai
Co-CIO @Sowell Affinity
Greg is CO-CIO and lead portfolio manager for Sowell Affinity, our investment management division. He works to maximize the investment team’s decades of experience to the benefit of all accounts, having developed the key quantitative stock selection, risk management, and portfolio construction models. Greg’s leadership is an important aspect of the Sowell Affinity commitment to flexibility, service, and performance.
Alex Hsiao
Co-CIO @Sowell Affinity
Alex Hsiao, who joined Sowell Affinity in 2020, brings more than 20 years of institutional investment management experience to our investment management division. His expertise in early stage investing, dynamic asset allocation, building diversified investment portfolios, providing outsourced customized solutions, and product development supports and advances Sowell Affinity in providing clients with tailored solutions. He also serves as a strategic advisor to many of the firm’s clients.
Thomas McCabe
Sales Executive, Financial Advisor Services @Vanguard
Tom McCabe is a sales executive in Vanguard Financial Advisor Services™ (FAS). His primary responsibilities are to provide education and support on a broad array of financial topics including portfolio construction, ETFs, and business-building best practices. Mr. McCabe joined Vanguard in 2011. Before his current role, he was a sales analyst in FAS, where he worked with key decision makers from turnkey asset management programs (TAMPs), ETF strategists, traditional asset management firms, and insurance companies. Mr. McCabe earned a B.A. from Bucknell University in economics and political science and holds FINRA series 7 and 63 licenses.
Devin Iafelice
VP Private Markets - Capital Solutions Group @First Trust
Devin works with the First Trust Capital Solutions Group and supports external relationship managers, specifically focusing on Private Asset Platform distribution and semi-liquid registered fund offerings throughout the US. Prior to First Trust, Devin worked as a Business Development professional for Vivaldi Asset Management, an alternative investment manager based in Chicago.  Devin attended John Carroll University in his hometown of Cleveland, Ohio and achieved a B.A. in History and Foreign Affairs. Outside of his professional life, Devin maintains a passion for competitive fitness, private equity, the hospitality industry, and all things Cleveland, which he refers to as the “Paris of the Midwest.”
Christopher Quagliata, CFA,CAIA
Vice President and Account Manager @PIMCO
Mr. Quagliata is a vice president and account manager in the Newport Beach office and a member of the private client group within PIMCO’s global wealth management (GWM) team. He is responsible for covering strategic relationships with registered investment advisers, family offices, private banks, and trust companies. He also serves on the U.S. GWM portfolio analysis group, a consultative resource for PIMCO's financial advisor clients. Prior to joining PIMCO in 2015, he was a U.S. Treasuries broker at ICAP in Jersey City, NJ. He has 12 years of investment experience and holds an undergraduate degree from the Gabelli School of Business at Fordham University.