Panelist Biographies

Moderator: Philip Sun is a fintech entrepreneur, investment manager and leader of quantitative research and investment teams with over 25 years of professional experience. Philip currently is the CEO and cofounder of a fintech startup, Adaptive Investment Solutions, LLC. Philip is also a Professor of Finance, Entrepreneurship and Data Science at Boston University and Hult International Business School. Philip began teaching Algorithmic and High-frequency class as an adjunct in the Master of Science in Mathematical Finance & Financial Technology program in the Fall of 2022, where he is working to reshape the class to combine both mathematical rigor and in-depth exposure to real world data and trading applications. Prior to starting Adaptive, Philip was the Head of Quantitative Research and Investments at Sentinel Investments, a fully owned investment management subsidiary of National Life Group. Before Sentinel, Philip held senior quantitative research and investment positions in the fixed-income and asset allocation divisions in Fidelity Investments and Wellington Management. Prior to Wellington, Philip started his career as a portfolio manager of quantitative macro strategies at Highbridge Capital Management (now part of JP Morgan Asset Management) and PanAgora Asset Management. Philip holds an MBA from the Wharton School, a PhD in Physics from Carnegie Mellon University, and dual Bachelor Degrees in Physics and Mathematics from Stony Brook University. Philip is a Chartered Financial Analyst.

Anish Shah, PhD, CFA, Principal, Investment Grade Modeling. In addition to an entrepreneurial endeavor of his uncertainty modeling research, Anish's career in algorithmic finance includes stops at the quant research firm Northfield, the crossing network ITG, Fidelity's systematic equities group, the ship-tracking hedge fund CargoMetrics, and the tax-aware investment firm Smartleaf Asset Management. As a contributor to the quantitative finance community for two decades, he presents frequently including, the past few years, to CQA, NY SQA, London Quant Group (LQG), CFA Society Netherlands, QWAFAxNEW NYC, and Boston FinTech Week. He holds an MS in operations research from UC Berkeley and MS and PhD degrees in applied math from Brown, where he has taught a graduate course on deep learning as an adjunct lecturer. He is a CFA charterholder.

Dan diBartolomeo is President and founder of Northfield Information Services, Inc. He holds positions with several financial industry professional societies such as IAQF, CQA, PRMIA, and the past presidency of the Boston Economics Club. His publication record includes sixty books, book chapters, and peer-review research articles. In addition, Dan spent several years as a Visiting Professor at Brunel University. He has been admitted as an expert witness in litigation matters regarding investment management practices and derivatives in both US federal and state courts. In 2010, he received the Tech 40 Award from Institutional Investor magazine for his key role in the discovery of the Bernard Madoff hedge fund fraud. In 2019, he became “co-editor in chief” of the Journal of Asset Management. In 2022 he was inducted into the Performance Measurement “Hall of Fame” in relation to three papers considered for the Dietz Award.

Mengjia (Sara) Tan is a Quantitative Analyst at Adaptive Investment Solutions. Her quantitative finance journey began at UC San Diego, where she studied mathematics and economics and became fascinated by the dynamics of capital markets. She later deepened that interest through Boston University’s Mathematical Finance & Financial Technology master’s program, where she focused on strategies involving index option hedging, volatility modeling, and portfolio analytics. Outside of work, she stays active in the quant community, organizing events and exchanging insights with industry professionals.

Sponsored By: