Dr. Jay Rao
Founder & Chief Investment Officer, Integral Health Asset Management
Jay Rao MD, JD, Founder and Chief Investment Officer of Integral Health Asset Management, has more than 30 years of total experience in the healthcare industry and 19 years in investment management. Prior to founding Integral, Dr. Rao worked as a portfolio manager at firms including Caxton Associates, Millennium, and Balyasny Asset Management where he managed the same absolute return strategy he manages now. Prior to being a portfolio manager, Dr. Rao worked as a consultant at McKinsey and Company where he advised healthcare clients including major pharmaceutical and device companies, health insurers, pharmacy benefit managers, and hospitals. He holds MD and JD degrees from Duke University, completed his internal medicine residency at Harvard, Brigham, and Women’s Hospital and has served as an attending physician and faculty member at New York University. Additionally, he worked as a Howard Hughes Fellow in the research lab of Dr. Steven Rosenberg at the National Cancer Institute, focused on novel immune therapies for cancer where he published several papers.
Timothy Riddiough
Professor, University of Wisconsin-Madison School of Business Department of Real Estate & Urban Land Economics
Timothy Riddiough holds the James A. Graaskamp Chair and is a professor in the Department of Real Estate and Urban Land Economics at the Wisconsin School of Business, University of Wisconsin-Madison. Prior to returning to Madison, Professor Riddiough was a tenured professor at MIT. He is best known for his work on credit risk in mortgage lending, mortgage securitization, real options, private equity and commercial real estate investment, and land use regulation. His recent work on institutional investment in private equity real estate has received significant attention in the media.
Professor Riddiough is the past recipient of the American Real Estate and Urban Economics Association best dissertation and best paper awards, and he is a fellow at the Homer Hoyt Institute for Advanced Studies and the Real Estate Research Institute. He was president of the American Real Estate and Urban Economics Association in 2012. Professor Riddiough has been a visiting fellow at the Hong Kong Monetary Authority and served as a senior advisor to the Bank for International Settlements as well as the Federal Reserve on real estate markets and financial stability. He has provided expert consulting services to many of the largest and best known commercial and investment banks in the US.
Talia Goldberg
Partner, Bessemer Venture Partners
Talia Goldberg is a partner in Bessemer’s San Francisco office and invests across consumer internet and software. She is focused on supporting teams that leverage AI to create new categories and progress the way we live and work. She looks for founders building radically better products with unique distribution models. Talia joined Bessemer in 2013 and later became the youngest elected partner in firm history. She has partnered with DeepL, Discord, Lithic, Newfront Insurance, Papaya Global, Rupa Health, ServiceTitan, Shippo, Stubhub, Syndio, Teachable, and Toss, among others. Learn more about many of the entrepreneurs she has backed by listening to This is Series A. She was featured in Forbes 30 Under 30 for Venture Capital. Talia graduated summa cum laude from the University of Pennsylvania. Talia grew up in Portland, Oregon, which she insists is home to the best ice cream and pizza in America.
Phil Deutsch
Fund Head & Partner, NGP; Chief Executive Officer, NGP ETP III
Phil is Fund Head and Partner of NGP and Chief Executive Officer of NGP ETP III. He founded NGP Energy Technology Partners (ETP) in 2005, managed NGP ETP I and NGP ETP II and has been investing in the energy technology sector since 1997. Phil is a member of NGP’s Executive Committee. From 2015 to 2018, Phil was Partner, COO and President of Social Capital, a $1.8 billion Silicon Valley-based investment firm, where he helped launch SC Public Equity Partners and Social Capital Hedosophia Holdings Corp. From 1997 to 2004, he was Managing Director at Perseus, where he led or co-led the firm’s energy investing activities and was a member of the firm’s Executive Committee. From 1986 to 1988, he was a financial analyst in the Mergers & Acquisition Department of Morgan Stanley & Company. Phil is a board member of Anew, Form Energy, Voltus, Community Energy and TPI Composites. He is also a former board member of American Wind Capital, Beacon Power, Evergreen Solar, Renewable Energy Group and SatCon Technologies. Additionally, Phil is a member of the Board of Trustees of the Menlo School. He previously served on the MIT Future of Solar and Future of Storage Studies and on the boards of the Folger Shakespeare Library, the International Center for Women, the Washington Performing Arts Society and Capital for Children. Phil received a J.D. with distinction from Stanford Law School in 1991 and a B.A. in Economics from Amherst College in 1986, where he was elected a member of Phi Beta Kappa scholastic honor society.
Ken West
John D. MacArthur & Ragnar Frisch Professor of Economics, University of Wisconsin-Madison; Director of the Julie Plant Grainger Institute of Economic Research
Kenneth West is the John D. MacArthur and Ragnar Frisch Professor of Economics at the University of Wisconsin-Madison and Director of the Julie Plant Grainger Institute for Economic Research. West received a B.A. in Economics and Mathematics from Wesleyan University in 1973 and a Ph.D. in Economics from the Massachusetts Institute of Technology in 1983. He taught at Princeton University from 1983 to 1988 before coming to the University of Wisconsin in 1988. He has held Visiting Scholar positions at several central banks and at several branches of the U.S. Federal Reserve System. West is currently co-editor of the Journal of Money, Credit and Banking, and has previously served as co-editor of the American Economic Review. He has published widely in the fields of macroeconomics, finance, international economics and econometrics. Administrative positions include two terms as Chair of the Economics Department at the University of Wisconsin-Madison. Research honors include the John M. Stauffer National Fellowship in Public Policy at the Hoover Institution, Alfred P. Sloan Research Fellowship, Fellow of the Econometric Society, Abe Fellowship, and Fellow of the International Association for Applied Econometrics. Teaching honors at the University of Wisconsin include Distinguished Honors Faculty and Best Teacher in the Economics Ph. D. Program.
Nassim Taleb
Distinguished Professor of Risk Engineering, New York University's Tandon School of Engineering (retired); Scientific Advisor, Universa Investments
Nassim Nicholas Taleb spent 21 years as a risk taker (quantitative trader) before becoming a researcher in philosophical, mathematical and (mostly) practical problems with probability. Taleb is the author of a multivolume essay, the Incerto (The Black Swan, Fooled by Randomness, Antifragile, and Skin in the Game) covering broad facets of uncertainty. His work has been published into 49 languages. In addition to his trader life, Taleb has also written, as a backup of the Incerto, more than 70 technical and scholarly papers in mathematical statistics, genetics, quantitative finance, statistical physics, medicine, philosophy, ethics, economics, & international affairs, around the notion of risk and probability (grouped in the Technical Incerto). Taleb is currently Distinguished Professor of Risk Engineering at NYU's Tandon School of Engineering (retired) and scientific advisor for Universa Investments. His current focus is on the properties of systems that can handle disorder ("antifragile"). Taleb refuses all honors and anything that "turns knowledge into a spectator sport."
