Equities Leaders Summit USA 2025

February 03 - 05, 2025

JW Marriott Marquis Miami, FL

Judy Posnikoff

Co-Founder & Managing Director Martlet Asset Management

Judith Posnikoff, PhD is a Managing Director of Martlet Asset Management, LLC, a private investment firm. Prior to forming Martlet, Judy was a founding partner at PAAMCO where she was involved in all aspects of the firm’s investment process throughout the years from identifying investment opportunities to working on portfolio construction and risk management to chairing the firm’s investment oversight committee. She worked directly with the firm’s institutional clients on custom portfolio construction, including bringing diversifying exposures to their portfolios of direct investments. Judy is involved in a number of industry related associations such as 100 Women in Finance and serves on the board of several non-profit organizations. Judy has 25+ years of experience in investment management and portfolio construction for institutional investors.

Monday, February 3, 2025: Equities Leaders Summit Technology Innovation Day*

1:05 PM Buy-Side-led Roundtables (open to buy-side only); 2 rotations

Join our off-the-record (Chatham House Rules apply) Equities Working Groups, where you will have the option to join a roundtable with 10 of your peers. Take the perfect opportunity to share ideas and best practice processes with your equities peers around a particular challenge or opportunity and walk away with practical solutions which you can apply when you are back at your desk.

1. What Does the Proliferation of Active ETFs Mean for You & How Can You Take Advantage of Them?


2. How Can Traders Close the Gaps in OEMS Systems to Improve Workflow & Interaction Between Human & Machine?


3. Best Methods for Model Delivery

Facilitated by: Mark Zahara, Senior Vice President, Head of Global Trading, Heitman Real Estate Securities


4. Open Forum: What’s My Biggest Challenge Right Now?


5. How to Increase Collaboration Between Traders & Portfolio Managers – Where Can Traders Add the Most Value?

Facilitated by: Simon Cohen, Executive Director, Morgan Stanley Investment Management


6. Challenges & Opportunities in Starting a Hedge Fund

Check out the incredible speaker line-up to see who will be joining Judy.

Download The Latest Agenda