A.R.I.’s Zack Ellison Honored to Serve on Advisory Board and Chair the Largest Gathering of Buy-Side Fixed Income Leaders

WBR’s Fixed Income Leaders USA Summit 2022 Strengthens Program with New Insights on Venture Debt, Private Credit, FinTech, AI, and Data Science

LOS ANGELES–(BUSINESS WIRE)–#FILS—Applied Real Intelligence (“A.R.I.”) is thrilled to announce that its Managing General Partner and Chief Investment Officer, Zack Ellison, CFA, CAIA, is serving on the Advisory Board and will act as Chairman of the final day of the three-day Fixed Income Leaders USA Summit 2022 (“FILS”), hosted by WBR.

The FILS Summit is the largest fixed income conference attended by leading institutional investors. The summit will gather in Nashville, TN from June 22-24, 2022, as participants gather to learn from, and network with, the leading heads of buy-side fixed income.

Ellison, the only private credit executive on the Advisory Board, has been a speaker at the conference each year since its inception in 2015 and an elected member of the Advisory Board four times.

“It is an honor to be selected to the Advisory Board once again, alongside distinguished colleagues from the leading global fixed income investment firms. The Fixed Income Leaders Summit continues to expand its focus to areas outside of public corporate bonds and this year includes excellent opportunities to learn about private credit and venture debt, along with a deeper focus on FinTech, AI, and data science applications for fixed income investors. Due to the pandemic, we haven’t met in-person for three years and this event will be a spectacular opportunity to reconnect and learn where the industry is headed from many of the world’s fixed income investment leaders,” said Ellison.

Advisory Board members include:

• Daniel Veiner, Global Head of Fixed Income Trading, BlackRock
• Tracy Rucker-Wilson, Head of Global Portfolio Risk Management, Vanguard
• Mike Dimitri, Global Head of Leveraged Credit Trading, Goldman Sachs Asset Management
• Zack Ellison, Managing General Partner & CIO, A.R.I. Venture Debt Opportunities Fund
• Dwayne Middleton, Global Head of Fixed Income Trading, T. Rowe Price
• Alexander Bouzalis, Executive Director, Morgan Stanley Investment Management
• Russell Budnick, Global Head of Cross Asset Trading, J.P. Morgan Global Wealth Management
• Riti Samanta, Portfolio Manager, Systematic Multi Sector Fixed Income and Lead Strategist, GMO
• Maria Ma, Head of Fixed Income & International Equity Manager Selection & Portfolio Construction, Lincoln Financial Group
• Thomas Kennedy, Managing Director, Chief Investment Strategist, J.P. Morgan Global Wealth Management
• Jim Switzer, Global Head of Fixed Income Trading, AllianceBernstein

On June 24th, Ellison will serve as Chairman of the FILS Summit. Activities on this day will include a “Women on Wall Street” Brunch sponsored by Bloomberg, a “Shark Tank”-style venture capital competition, and a working group on Private Credit and Venture Debt.

Ellison will also Moderate the Keynote CIO panel with Robin Foley, Chief Investment Officer, Fixed Income, Fidelity Investments and Nancy Davis, Managing Partner & Chief Investment Officer, Quadratic Capital Management.

Other special guests and keynote speakers of the 2022 FILS Summit include:

• Anthony Scaramucci, Founder, SkyBridge and Former Communications Director, The White House
• Howard Lutnick, Chairman and CEO, Cantor Fitzgerald & BGC Partners
• Seth Bernstein, President & Chief Executive Officer, AllianceBernstein
• Jeffrey Wecker, Chief Technology Officer, Two Sigma
• Rick McVey, CEO, MarketAxess
• Billy Hult, President and CEO-elect, Tradeweb Markets
• Nicholas Steele, Deputy Director, Office Debt Management, U.S. Department of the Treasury

Complimentary registration is available for buy-side investors.

About Applied Real Intelligence LLC (“A.R.I.”)

A.R.I. is a Los Angeles-based venture debt investment manager focused on providing financing solutions to innovative, high-growth, VC-backed companies in recession-resistant sectors and underserved regions in North America. A.R.I. has dual missions of: (1) providing A.R.I.’s investors with access to “innovation” as an asset class, superior risk-adjusted returns, security of capital, and strong portfolio diversification benefits; (2) democratizing access to capital for all founders. To learn more, please visit www.arivc.com.

Contacts

Investor Contact: Zack Ellison, Applied Real Intelligence (A.R.I.), ZEllison@arivc.com
Media Contact: Laurie Wall, Pink Shark PR, Laurie@pinksharkpr.com