Debbie Belevan is the head of investor relations for Duolingo, the world’s leading mobile learning platform, where she joined before their IPO in 2021. Prior to this, she served as the SVP of Investor Relations for Virtu Financial since 2019.  Earlier, she led investor relations for Hudson Group and Party City where she participated in both companies’ IPOs.  Before this, Debbie was the Director of Investor Relations at Interactive Brokers from 2008-2015, then a $20B+ market cap electronic brokerage firm, where she also served as an Institutional Sales Representative, targeting hedge fund and financial advisors.  Prior to this she headed the Accounting & Financial Analysis Practice at Gerson Lerman Group, a global marketplace for expertise, and earlier, she served as the Manager of Investor Relations for Meridian Gold, a gold producer with mining operations primarily in South America.  She holds an MBA, IRC and is a Certified Public Accountant and started her career at Ernst & Young.

Erik Carlson is chief operating officer and chief financial officer at Notified, a technology partner for investor relations, public relations, and marketing professionals. He brings over 10 years of M&A, strategic finance, and business transformation experience across private equity portfolio companies in technology, media, pharmaceuticals and consumer products. Prior to Notified, he was senior vice president of M&A integration at Intrado and director of M&A and strategy advisory at PwC.

Anthony is a Director with the Responsible Investing (RI) team at Nuveen, the investment management arm of TIAA.

Nuveen’s Responsible Investing team is responsible for creating a firm-wide holistic RI vision, executing a unified framework across Nuveen’s multi-affiliate structure, and expanding strategic business relationships across the firm. Nuveen’s RI framework establishes the firm’s overall RI philosophy as well as guidelines for incorporating RI disciplines in investment decisions and new product development.

Anthony’s responsibilities include leading the engagement efforts across Nuveen, including for its largest affiliate TIAA Investments, by working directly with companies to discuss important ESG issues and developing standards for proxy voting.

Prior to joining Nuveen, Anthony worked as a policy advisor to institutional investors at Institutional Shareholder Services. His other professional experiences include a variety of financial and legal research positions.

He received a JD from Vanderbilt University and a BA in Economics from Hamilton College.

Bio coming soon.

Chris Krueger joined Cowen Washington Research Group in August 2016 as the Washington Strategist. Mr. Krueger and the Cowen Washington Research Group were recently named #2 in the Institutional Investor Washington Strategy category, where he had been consistently ranked for the past decade along with WRG.  Mr. Krueger publishes the DC Download, a must-read daily for Wall Street portfolio managers who want a quick look at the top Washington stories and their impact on the capital markets. Mr. Krueger covers DC macro, fiscal, tax and trade policy.

He held similar positions at Guggenheim Securities, MF Global, Concept Capital, and Potomac Research Group. Earlier he worked for nearly four years on the senior staff of the House of Representatives. He has also worked on several local, state, and federal political campaigns across the country.

Mr. Krueger holds a BA from the University of Vermont and an MA in international relations from King’s College London. He appears frequently on CNBC and Bloomberg and is widely quoted in The Wall Street Journal, FT, Axios, New York Times, Washington Post, and POLITICO. He also speaks regularly at industry events and conferences, including the Milken Institute Global Conference, National Organization of Investment Professionals, and the New York Stock Exchange.

Material prepared by the Cowen Washington Research Group is intended as commentary on political, economic, or market conditions and is not intended as a research report as defined by applicable regulation.

Matt Latino is Vice President of Investor Relations at Xylem and has led the program since February 2017. He is responsible for providing the investment community with a comprehensive view of Xylem’s strategy, business performance, growth plans and sustainability progress. He also is responsible for founding and leading Xylem’s Finance Leadership Development Program (FLDP), a leadership rotation program in finance for recent college graduates.

Mr. Latino and the Xylem Investor Relations program were named to the Institutional Investor All-America teams in 2019 and 2020, including the top award for ‘Most Honored Company’ in 2020 in the Electrical Equipment & Multi-Industry sector. He was also a finalist for the 2020 IR Magazine ‘Rising Star’ award.

Mr. Latino joined Xylem in 2012 as Manager, Financial Reporting. He was named Manager, Investor Relations in 2015, and began leading the Investor Relations program in March 2017 prior to Xylem’s most recent Investor Day. Prior to joining Xylem, he worked in the Audit Practice at Deloitte & Touche LLP where he helped to complete the Spin-Off of Xylem from ITT Corporation. Mr. Latino earned a Bachelor of Science degree from the State University of New York College at Oneonta in Professional Accounting.

Tom Margadonna is the Senior Director of the Capital Markets Intelligence Group at Morrow Sodali. Tom is a senior-level executive with extensive knowledge of corporate transactions and over 25 years of experience in stock surveillance and market oversight. His professional background includes working on several M&A transactions, tender/exchange offers, and proxy contests for some of the largest publicly traded corporations. During his career, he served as Vice President at Thomson Reuters for over ten years, overseeing and managing a Corporate Advisory team responsible for providing consultation to over 200 corporate clients. Prior to joining Morrow Sodali, he worked for D.F. King where he successfully launched and grew the Shareholder Management division. At Morrow Sodali, Tom is a senior leader in the Capital Markets Intelligence Group and is responsible for ensuring the highest levels of corporate consulting and advisory for stock surveillance, investor relations, corporate governance, and shareholder activism. Tom has a B.S. in Business Management from the College of Business Administration at St. John’s University in New York.

Michael McCarthy is head of global research support in the Equity Division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.

Michael sits on the Equity Research management team and provides both internal and external research support across several asset classes.   In this role, Mr. McCarthy serves as the primary point of contact for outside research providers for the Equity, High Yield, and Fidelity Institutional Asset Management divisions. He also interacts with members of management, the fund’s board of trustees, portfolio managers, research analysts, legal, and compliance to ensure that Fidelity optimizes its relationships with external research suppliers in addition to ensuring the firm is adherent to the regulatory guidelines around these relationships.

As an extension of his external oversight, Mr. McCarthy has built a global internal corporate access function that helps facilitate and support the interaction between Fidelity’s investors and the corporate managements in which the firm invests. In conjunction with that role, he has been instrumental in the design and development of several critical operating systems and external informational portals for the firm.

In addition to his role with the external research community, Mr. McCarthy has operational oversight administering the global sector analyst group, which provides fundamental, forensic accounting analysis, ESG analysis, alternative data and quantitative support for the asset management organization.

Prior to joining Fidelity in 2008, Mr. McCarthy was a partner and head of the Boston office for Thomas Weisel Partners. Previously, he worked as a principal and managing director at Alex Brown & Sons/Deutsche Bank, and as a principal at Trammell Crow Company. Mr. McCarthy earned his bachelor of arts degree in business administration and economics from Hope College and his master of business administration degree in finance from the University of Notre Dame.

Thaddeus Pollock is the Head of Sustainability and Partner/Portfolio Manager for the Mid-Cap Value and Small-Mid Cap Value Portfolios at Cramer Rosenthal McGlynn, a fundamental research-driven investment firm focused on identifying under-appreciated value in small and mid-capitalization equities since 1973. The Mid Cap Value (CRMMX) and Small-Mid Cap Value (CRIAX) funds rank top quartile versus peers over his management tenure, with recognition from The Wall Street Journal and Lipper Leaders. As one of the firm’s principal investors, he has led investing and constructivist efforts for the last two decades, focusing on Healthcare, Industrials, Consumer Staples and Business Services sectors. Over his institutional investing career, he has evaluated over 1000 US public company leadership teams. The firm’s clients include corporate and public pension plans, endowments and foundations, hospitals and religious organizations and multi-employer funds, private banks, sub-advisory, and individuals and family trusts.

Thad also leads the firm’s sustainable investing and ESG efforts, including engagement with new and existing portfolio investments and as a Principles for Responsible Investment (PRI) signatory. Before Cramer Rosenthal, he worked in the Corporate Finance and M&A groups at Lehman Brothers, co-leading the Yale University recruiting and new analyst training programs. He holds Chartered Financial Analyst, Chartered Alternative Investment Analyst and Certified Management Accountant designations. He also holds FSA Credential from the Sustainable Accounting Standards Board and is a CFA Society of New York member. He has also served as Chairman of Tribeca Management SRL, a sustainable multi-family real estate company focused in high growth emerging markets and a strategic advisor to other non-profit foundations, private companies and venture capital firms. Thad attended Yale University with a Bachelor of Science in Molecular Biochemistry and Biophysics and was the Yale Lightweight Crew team captain.

Ryall Stroud joined Irwin from RBC Capital Markets’ Equity Research department in Toronto, where he spent close to four years covering Canadian and US publicly-listed companies in the industrials sector. While at RBC, Ryall supported the #1 ranked Canadian Industrials analyst covering over ten companies across North America and had primary coverage/lead analyst responsibilities for Exchange Income Corporation (TSX: EIF). Ryall has direct experience in M&A, equity research, and private and public company valuation. He holds a Master’s of Business Administration degree from Dalhousie University and a Bachelor’s degree in Biology from Queen’s University.

Tim Human is senior reporter at IR Magazine. He rejoined the publication in 2019 after two years working as a freelance writer for a range of international clients. Previously, he was editor of IR Magazine between 2013-2017. He has also written for Corporate Secretary, IR Magazine’s sister publication, and CorpComms, the UK-based magazine for corporate communications professionals.

Steve Wade is a content researcher and conference producer at IR Magazine where he is responsible for crowd-sourcing intelligence on the big global issues facing investor relations. Steve also creates events where the IROs and the wider financial community can discuss, debate and learn about ways to develop the IR function.

Prior to IR Magazine, Steven’s background has been in corporate social responsibility and responsible investment. During his time at Ethical Corporation (now Reuters Events), Steve launched the ESG symposium, an event focused on connecting the socially responsible investment community with corporate sustainability leaders at listed companies. Steve was a judge for the Deloitte Green Frog Awards, celebrating the best corporate reporting in Eastern Europe. Steve also presented research at the Global Sustainable Event Summit in London and has spoken about extra-financial reporting with the United Nations Global Compact, the World Bank and the Polish Ministry of Finance.

Steve has a degree in Event Management and enjoys playing rugby in his spare time.

James Wong is Head of Corporate Access Origination at Millennium Management, where he is responsible for corporate relationship development and directly connecting Millennium investment professionals and company management teams.  Prior to joining Millennium, James held senior roles on the corporate access teams at UBS and at Raymond James where he advised and collaborated with investor relations professionals.  James began his career in investment banking at Bear Stearns focusing on public and private equity financings for Asian, European and Latin American companies.  James is a graduate of St. John’s University and is based in New York City.