Navigating the 2026 Investment Landscape: Strategies, Risks, and Emerging Opportunities

Moderator

Clauter Charleston

Head of Alternative Investment Private Wealth Specialists
Bank of America

Clauter is a Director within the Alternative Investments Distribution team at Bank of America focusing on the Private Bank and Merrill Private Wealth. In his role as an Ultra High Net Worth specialist Clauter works closely with advisors, helping to identify the right solutions for their clients.

Prior to becoming a specialist in 2014, Clauter worked as a business analyst covering the U.S. Trust alternative investments platform. Before joining Bank of America in 2010, Clauter was with UBS as a member of their Financial Advisor Associate program, there he gained a deeper interest in the wealth management industry specifically alternative investments. Clauter graduated from Rutgers University Business School with a B.S. in Finance and a minor in Economics. He currently holds the Chartered Alternative Investment Analyst (CAIA) designation.

Clauter resides in Springfield, NJ where he enjoys spending time with his family. In his down time he also enjoys sports, billiards. Clauter is fluent in French.

Panelists

Mobi Ahmed

Managing Director
Centerbridge Partners

Mobi Ahmed joined Centerbridge in 2018 and is a Managing Director focused on their Opportunistic Credit business. Prior to joining Centerbridge, Mobi was an analyst in the Restructuring & Special Situations Group at PJT Partners. Mobi currently oversees consumer investments for credit.

David Gelobter*

Founder & Chief Investment Officer
Emerson Capital

David Gelobter is the Founder and Chief Investment Officer of Emerson Capital and has 25+ years of experience as an investor and entrepreneur.

Most recently, David Gelobter was the Co-Portfolio Manager of the Headlands Strategic Opportunities Fund which seeks to generate superior absolute returns using a high conviction, constructive approach to investing in small- and mid-cap public companies. Prior to Headlands, David was a Managing Director at MCCP Investment Partners, a middle market direct lending firm.

David also managed Emerson Capital Partners, a long/short equity hedge fund, where he was Chief Investment Officer from July of 2007 through 2015. David started his career at Citigroup and GE where he worked as an investment banker and analyst with leading private equity investors on strategic and capital markets transactions.

David earned an MBA from Harvard Business School and a BA from Williams College

David serves on the Boards of NY Public Radio and the Stuyvesant High School Alumni Association. He is also an SEO alumnus from the careers program.

Priya Kaftan

Head of Investor Relations & Product Strategy
Heard Capital

Priya Kaftan is the Head of Investor Relations and Product Strategy at Heard Capital where she oversees client relations, client communications, business development and product strategy.

Prior to joining Heard Capital in 2019, Ms. Kaftan was a Senior Associate at Silver Point Capital, L.P., a credit and distressed focused investment firm.  Her responsibilities included managing relationships with Silver Point Capital’s existing and prospective investors, product strategy, reporting, credit market research and communications.

Prior to Silver Point Capital, L.P., Ms. Kaftan was a Vice President in JPMorgan’s Syndicated and Leveraged Finance group. In that role, she structured leveraged loan and high yield transactions for financial sponsors and clients in the energy, metal, mining, packaging and chemicals sectors. Ms. Kaftan also served as an Associate and Analyst in the group.

Ms. Kaftan earned an MBA from Columbia Business School and a Bachelor of Science in Business Administration from Boston University where she was a manga cum laude graduate.

Ms. Kaftan serves as the Chairperson of 100 Women in Finance’s Global FundWomen Week and on the Dean’s Advisory Committee of Boston University’s Questrom School of Business. She also serves on the Chicago leadership committee of 100 Women in Finance.

Kevin Reevey

Senior Research Analyst
Elizabeth Park Capital Management

Kevin Reevey, a nationally recognized expert, is a Senior Equity Research Analyst with more than 30 years of experience covering the banking industry. He brings over two decades of experience as both a sell-side and buy-side analyst, dedicated to analyzing large, mid, small, and micro-cap commercial banks. Kevin demonstrates sophisticated intellectual curiosity in researching publicly traded banks, backed by robust business acumen in financial analysis, modeling, and projecting performance outcomes across the banking and financial services industry. His steadfast commitment to industry best practices and disciplined business ethics has established him as a thought leader, bellwether, and trusted advisor.

Prior to joining Elizabeth Park, Kevin was a Managing Director at D.A. Davidson, where he successfully led and built the firm’s Midwest depository institutions equity research franchise, covering more than two dozen companies. Before that, he was a Managing Director at FSI Group, LLC, an investment firm operating a multi-strategy platform focused on the financial services sector. In 2007, Kevin was recognized in The Wall Street Journal’s “Best on the Street” poll as one of the top five thrift equity analysts based on the performance of his stock recommendations. Throughout his career, he has been quoted in numerous publications, including The American Banker, SNL Financial, Bank Director, BusinessWeek, Crain’s Business, and The Wall Street Journal. He is also a frequent speaker at conferences and symposiums on topics related to the U.S. banking sector. In both 2011 and 2013, he spoke at Oracle Corporation’s annual OpenWorld Conference on trends and the outlook for the U.S. banking industry.

Kevin earned his B.S. in Business Administration from New York University’s Stern School of Business and his M.B.A. from Harvard Business School. In 2023, he was appointed by the Manhattan Borough President to Manhattan Community Board 7, which serves more than 225,000 residents on the Upper West Side. He was elected Board Treasurer in 2024 after serving as Co-Chair of the Youth, Education, and Libraries Committee.

Kevin is an emeritus member of the Alumni Board of Harvard Business School, where he served from 2017 to 2020. He was also Program Co-Chair for the his 20th and 25th-year class reunions. He has served as Board President of the Clifton Cultural Arts Center and as a trustee of the Cincinnati Ballet, where he was a member of the Executive Board and Chairman of the Finance Committee. He also notably served on the boards of the Cincinnati State Technical and Community College Foundation and ArtsWave. Kevin was the Alumni Section Fund Chair for his class at Harvard Business School and was honored in 2014 with the CSenior Research Analyst

Kevin Reevey, a nationally recognized expert, is a Senior Equity Research Analyst with more than 30 years of experience covering the banking industry. He brings over two decades of experience as both a sell-side and buy-side analyst, dedicated to analyzing large, mid, small, and micro-cap commercial banks. Kevin demonstrates sophisticated intellectual curiosity in researching publicly traded banks, backed by robust business acumen in financial analysis, modeling, and projecting performance outcomes across the banking and financial services industry. His steadfast commitment to industry best practices and disciplined business ethics has established him as a thought leader, bellwether, and trusted advisor.

Prior to joining Elizabeth Park, Kevin was a Managing Director at D.A. Davidson, where he successfully led and built the firm’s Midwest depository institutions equity research franchise, covering more than two dozen companies. Before that, he was a Managing Director at FSI Group, LLC, an investment firm operating a multi-strategy platform focused on the financial services sector. In 2007, Kevin was recognized in The Wall Street Journal’s “Best on the Street” poll as one of the top five thrift equity analysts based on the performance of his stock recommendations. Throughout his career, he has been quoted in numerous publications, including The American Banker, SNL Financial, Bank Director, BusinessWeek, Crain’s Business, and The Wall Street Journal. He is also a frequent speaker at conferences and symposiums on topics related to the U.S. banking sector. In both 2011 and 2013, he spoke at Oracle Corporation’s annual OpenWorld Conference on trends and the outlook for the U.S. banking industry.

Kevin earned his B.S. in Business Administration from New York University’s Stern School of Business and his M.B.A. from Harvard Business School. In 2023, he was appointed by the Manhattan Borough President to Manhattan Community Board 7, which serves more than 225,000 residents on the Upper West Side. He was elected Board Treasurer in 2024 after serving as Co-Chair of the Youth, Education, and Libraries Committee.

Kevin is an emeritus member of the Alumni Board of Harvard Business School, where he served from 2017 to 2020. He was also Program Co-Chair for the his 20th and 25th-year class reunions. He has served as Board President of the Clifton Cultural Arts Center and as a trustee of the Cincinnati Ballet, where he was a member of the Executive Board and Chairman of the Finance Committee. He also notably served on the boards of the Cincinnati State Technical and Community College Foundation and ArtsWave. Kevin was the Alumni Section Fund Chair for his class at Harvard Business School and was honored in 2014 with the Civic Leadership Award by Venue Magazine.

An avid community member, Kevin proudly calls New York home.