CEO and 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.
As the municipal market navigates the world of technology and AI, panelists explore what tech and AI solutions are possible/being developed for issuers, the buy- and sell-sides, and other market participants.
As the municipal market navigates the world of technology and AI, panelists explore what tech and AI solutions are possible/being developed for issuers, the buy- and sell-sides, and other market participants. Perspective on what AI is — and is not — and how it is expected to impact the muni market? How does technology aid in pricing and disclosure? How can technology help the industry do more with less?