We are working to bring you industry-relevant topics from experts around the globe. As User Conference presenters get confirmed, they will be added below.
Chief of Staff
Rebecca is Head of Product Operations and is responsible for Clearwater’s company roadmap. She manages the Product Management team that defines requirements for all development projects at Clearwater. Previously, she worked on defining and prioritizing new features and enhancements related to Clearwater’s security master file data.
Rebecca has a BA in mathematics and Spanish literature from Dartmouth College.
Panel: ESG: Responsible Investing
Global Head of Delivery
Michael is the Global Head of Delivery for Clearwater Analytics. He is chartered with building out a dedicated team of program managers and analysts to work on and deliver large scale implementations at Clearwater. Part of this build-out includes incorporating a consistent and standardized framework for all program managers to use as a baseline for their client implementations.
Michael comes with over 30+ years of Delivery and Program Management experience working with Investment Banks and Insurance Companies.
Michael has a Bachelor of Science in Business Administration from the University of Buffalo along with a MBA from Hofstra University.
Panel: How to Run a Seamless Implementation
Sam Hobbs, CPA
Product Owner, Accounting
Sam ensures the Clearwater solution is in compliance with applicable regulatory guidelines. Since joining Clearwater in 2013, Sam has worked closely with industry experts, client services team leads, and the Clearwater development team to implement enhancements and new features to ensure the Clearwater system remains best-in-class.
Prior to joining Clearwater, Sam was an audit manager at PwC in Atlanta. He worked closely with clients in the insurance, investment management, and real estate industries as a member of the financial services group.
Sam is a certified public accountant and has a bachelor’s in accounting from Brigham Young University.
Sam is an avid golfer. He especially enjoys the outdoors and spending time with his wife and four boys.
Director of Implementation Programs
Michael is an experienced fintech professional with deep knowledge of investment accounting, compliance policy monitoring, performance measurement, and portfolio risk analytics. In his current role, Michael empowers top-performing teams of program managers, data migration specialists, investment reporting analysts, and subject matter experts to implement Clearwater’s SaaS solution for some of the largest corporations, insurers, and investment managers in the world. Client success is Michael’s number one priority, with shortening delivery timeframes and developing scalable processes as additional areas of focus.
Michael has a bachelor’s degree in finance from the University of Idaho.
The Clearwater School of Accounting and General Ledger Wizardry
Service Delivery Manager
Ryan has been with Clearwater since June 2018 and is a Service Delivery Manager in Clearwater’s Corporate Treasury division. In this role, Ryan oversees relationships with treasury and accounting teams from some of Clearwater’s corporate, government, trust, and foundation spaces. As a Service Delivery Manager, Ryan acts as the primary point of client contact and ensures client success through understanding the client’s business needs and helping to streamline processes.
In his spare time, Ryan enjoys anything sports-related, especially basketball, and officiates high school basketball.
Ryan has a bachelor’s degree from Brigham Young University – Idaho in communication with minors in business management and Spanish.
Clearwater University: Getting Started
Tom Lofton, CFA
Principal Solutions Consultant
Tom Lofton brings more than 20 years of fixed-income investment experience to Clearwater in his role as principal solutions consultant. Having worked in a broad range of roles throughout his career, Tom has a well-rounded perspective to share with treasury teams and understands the unique challenges of public sector investing.
Tom is a Chartered Financial Analyst and has a bachelor's degree in Accounting from the University of Alabama.
GASB Government Funds
Insurance Solutions Specialist
Aaron has nearly three decades of financial reporting experience with an established record of executing complicated accounting projects and initiatives.
Aaron spent 18 years at Arch Capital Services. During that time, he implemented and leveraged the Clearwater solution for investment accounting, reporting, and compliance in his role as Vice President of Finance Reporting and Consolidations. Aaron’s knowledge of investment accounting and reporting gives him the insight to help treasury teams modernize and improve their investment portfolio processes with Clearwater.
Aaron holds a bachelor’s degree in accounting and finance from the University of Washington.
Panel: Leveraging Clearwater to Address Global Complexity
Enterprise Solutions Specialist
Josh works with insurers to identify their investment accounting and reporting needs and find solutions to improve their system architecture and processes. He specializes in investment accounting, derivatives, and alternative assets. He has been with Clearwater since 2015. Prior to joining Clearwater, Josh worked for Northwest Tax Accounting, CPA.
In Josh’s free time, he likes to spend time boating and biking with his wife and two children.
Josh has a bachelor’s degree in accountancy from Boise State University.
Panel: Investment Accounting
General Ledger and Accounting Subject Matter Expert
Ryan is a General Ledger and Accounting subject matter expert for the Clearwater Global Delivery team. In his nine years at Clearwater, he has worked with the largest and most complex implementations building GL to match the client’s Charts of Accounts and Entry File Upload Specifications. He specializes in simplification and automation of the client’s month-end close process ensuring a smooth conversion to Clearwater for our client’s book of record accounting solution. Prior to being a member of the Global Delivery team, Ryan worked with Clearwater’s Client Services Team in multiple roles with both US and Foreign clients, especially when multiple accounting bases and multiple levels of consolidation are involved.
In his free time, Ryan enjoys woodworking and golfing.
The Clearwater School of Accounting and General Ledger Wizardry
Director of Insurance Solutions
Rick Smith has over 30 years experience working in the investment areas of leading insurance companies and providing consulting services to them. He is a proven leader, with a successful track record of leading investment middle and back offices through transformation change. He has a successfully of led many financial/investment technology initiatives.
Rick is a strategic thinker that is adept at leveraging technology in order to meet a variety of strategic business needs. Specific initiatives include implementing vendor developed software packages across a wide variety of asset classes, overseeing the development of investment Data Warehouses and Date Marts, converting portfolios acquired by insurers via mergers and developing general ledger or other system feeds.
Previously, Rick held investment controllership roles at Athene, Liberty Mutual Insurance, Nationwide Insurance, Jefferson Pilot (now part of Lincoln Financial Group) and ReliaStar Financial (now part of Voya).
Rick earned a Master of Business Administration in Finance from University Of North Carolina Greensboro as well as a Bachelor of Science Degree in Accounting from Metropolitan State University.
Panel: State of Insurance
Director, Investment Management Solutions
Portfolio Management Tools
Laray is a Solutions Consultant at Clearwater Analytics focusing on large partner relationships within the asset management space. In this role, Laray works with various members of Clearwater’s sales team to help provide solutions and best practices to prospective clients using the Clearwater system.
Laray has been with Clearwater since August 2017. She began her career at Clearwater as a Client Services analyst in the Investment Management space before moving to an Account Management position. Laray spent the last year as an Implementation Specialist managing the onboarding of asset managers and corporate clients in Clearwater’s Global Delivery division. The hands-on experience from both a client servicing and implementation perspective has provided Laray with the expertise needed to bring value during the sales process for prospective clients.
Laray graduated from Boise State University with Bachelors of Business Administration degrees in finance and marketing.
Portfolio Management Tools
Rachael Wright, CIPM
Rachael joined Clearwater in 2013 and serves as a Product Owner for Clearwater's performance measurement and reporting capabilities. She works with industry experts, Clearwater clients, client servicing representatives and development teams to ensure Clearwater’s performance and composites products meet the needs of the market.
In her free time, Rachael loves being in Idaho's great outdoors. She also has a passion for music and teaches the violin. Rachael holds bachelor's degrees in both applied math and music performance from Boise State University and holds the Certificate in Investment Performance Measurement™ designation.