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Yan Deng, PhD, CFA
Quantitative Analyst, Fidelity Investments
Yan Deng, PhD, CFA, is a Quantitative Analyst at Fidelity Investments, specializing in systematic investment strategies and multi-asset portfolio management. Prior to joining Fidelity, Yan was a Quantitative Analyst in the Fixed Income Investment team at Putnam Investments, where she focused on strategic asset allocation, multi-sector portfolio optimization, and the management of SMA and ETF portfolios. Earlier in her career, she served as a Decision Science Consultant at the World Bank, developing investment optimization and asset management models for global infrastructure portfolios. Yan holds a Ph.D. in Systems Engineering from Cornell University and is a CFA charter holder.
Cait Ferris
Principal, Wellington Management
Cait Ferris is a Principal on the Private Climate Investing team at Wellington Management in New York, specializing in late-venture and early-growth technology investing across data center infrastructure and compute efficiency, built environment and construction technology, and energy transition software. She leads diligence, valuation, and deal execution workstreams, and holds board observer roles with portfolio companies Encord (a multimodal AI data tooling company), Orennia (an AI-powered energy market intelligence platform), and TS Conductor (manufacturer of next-generation grid transmission conductors). Cait writes and maintains her team's opportunity screening and outreach automation stack in Python and Claude Code, and is a member of Wellington's AI Champions network, which surfaces investment use cases into the firm's AI roadmap and trains investors across the platform. Prior to joining Wellington, Cait was an Associate in Barclays' Sustainable and Impact Banking group, advising climate technology companies on M&A and equity financings. She holds a B.S. in Management from Boston College, where she concentrated in finance and business analytics with an additional major in philosophy and graduated summa cum laude.
Shirley Liu
Associate Portfolio Manager, Portfolio Solutions, Acadian
Shirley joined Acadian in 2018 and is an Associate Portfolio Manager. Prior to joining Acadian, Shirley participated in an MIT Sloan/Blackrock joint financial research practicum in Blackrock’s risk and quantitative analysis group and was a quantitative analyst intern at Industrial Bank Co. and Shanghai Quantshine Asset Management Co. She earned an M.S. in finance from MIT and a B.Econ. from Shanghai Jiao Tong University.
Marcela Crossman
SVP and Head of Middle and Back Office Services, Linedata Global Services
Marcela Crossman is the SVP and Head of Middle and Back Office Services at Linedata Global Services in New York City. In this role, she helps leading asset managers scale efficiently—doubling assets under management without doubling headcount—by pairing high performing teams with modern technology and disciplined governance. Previously, Marcela spent nearly two decades at SS&C Technologies, where she built and led the firm’s global Middle Office Solutions business as Managing Director. Her tenure included overseeing distributed service teams for top tier investment firms and guiding the design and rollout of several flagship middle office platforms. Earlier, she managed a $131 million relocation of Citigroup Alternative Investments to the Bloomberg building and played a key role in restoring Citigroup Asset Management’s operations after the 9/11 attacks.
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