CEO & Co-Founder
Adaje
Dan is the CEO and co-founder of Adaje Inc., a cutting-edge AI-powered platform for modeling, marketing, and managing the bond issuance lifecycle for issuers, bankers, advisors, and investors. Previously, Dan served as a municipal advisor for over fifteen years on hundreds of transactions spanning various credits and structures. His disappointment with legacy bond structuring solutions led to the innovation of Adaje. Dan also co-founded Callowhill Capital Advisors, a financial advisory firm known for its analytical expertise and exceptional service. Dan received his bachelor’s degree with honors and majors in Finance and Economics from Drexel University. He is a CFA charterholder and Series 50 and Series 54 licensee.
Artificial intelligence and other emerging technologies promise increased efficiency and productivity for all market participants. However, automation without rigorous oversight creates significant risks. This panel will look beyond the “AI hype” and discuss implementing anticipatory governance to harness the power of technology without sacrificing the integrity of the balance sheet.