Brandeis International Business School

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Trends in Asset Management 2021-2022

Brandeis International Business School is pleased to provide professionals in the finance industry with virtual events featuring insights from top executives and academics.

This page will be updated throughout the 2021-2022 academic year as additional events are confirmed. Learn more by emailing


The Origins and Evolution of FinTech: A Conversation with Mitch Caplan ’79

Friday, September 24, 2021

Members of the finance community attended a virtual conversation with Mitch Caplan ’79, president of Tarsadia Investments and a founding innovator in the world of financial and regulatory technology. Caplan is the former CEO, president and vice-chairman of internet banking pioneer Telebanc Financial Corporation, and the former CEO of E*Trade Bank and E*Trade Financial. He has served in a wide variety of leadership roles in the financial services and private equity industries, including his newest venture as the CEO and chairman of Velocity Merger, a blank check company with a focus on the FinTech industry.


Mitch Caplan ’79
Brandeis University graduate Mitch Caplan ’79 is a strategic CEO and board director who has delivered multibillion-dollar impact through innovation, emerging technology and executive leadership in the financial services industry – including at E*TRADE Financial (Nasdaq: ETFC), Telebanc Financial Corporation (Nasdaq: TBFC), and Jefferson National Financial Corp (acquired by Nationwide).


Debarshi Nandy
Debarshi Nandy is the Barbara and Richard M. Rosenberg Professor of Global Finance at Brandeis International Business School. He is also the director of the International Business School's Master of Science in Finance (MSF) program and the director of Rosenberg Institute for Global Finance.

Brandeis International Business School Asset Management Council

The International Business School recently launched an Asset Management Council to support its strong track record of preparing students for careers in the field.

Perry Traquina ’78
Chair of the Asset Management Council
Retired Chairman and Chief Executive Officer, Wellington Management Company LLP
Corporate Board Member, Morgan Stanley and eBay
Former Chair, Brandeis University Board of Trustees

Robert Brown ’88, MA’89
Founding Partner, Atlas Impact Partners

Daniel Jick ’79
Founder and Vice Chairman, HighVista Strategies
Vice Chair, Brandeis University Board of Trustees

Alfredo Rios, MSF’06
Client Service Executive, Latin America at Western Asset Management

Deborah Shufrin ’93
Chief Investment Officer, Colby College

Alan Spatrick ’78
Managing Principal/Compliance Officer, Meketa Investment Group

Debarshi Nandy
Co-director, Rosenberg Institute of Global Finance
Barbara and Richard M. Rosenberg Professor of Global Finance
Program Director, Master of Science in Finance (MSF)
Brandeis International Business School

Daniel Bergstresser
Co-director, Rosenberg Institute of Global Finance
Associate Professor of Finance
Chair, Undergraduate Business Program
Brandeis International Business School

Anna Scherbina
Associate Professor of Finance
Brandeis International Business School